A Guide to HR Technology How to Choose a Platform

WINE SERGIINSURANCE

TREND 1

Before the Buy 4

Determining HR Platform Capabilities 5

What to Look for in an HR Platform Provider 6

From Planning to Purchase 7

Measuring the Success of Your Platform 8

About Us 9

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Introduction

Government mandates continue to guide organizations away from pen and paper in favor of using electronic methods to carry out HR tasks. As a result, it is no longer an option to forego the use of technology for HR and benefits administration – and business owners shouldn’t want to. HR technology platforms offer streamlined benefits administration, increased team engagement and improved accuracy with reporting and compliance.Choosing an HR platform is a significant investment, but a necessary one, as it can increase operational efficiencies and protect organizations from costly com-pliance fees. From exploring the HR technology market to making a final platform purchase, we encourage you to utilize this guide to find the direction you need to choose the right platform for your organization.

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Before The BuyQuestions to Ask While Shopping For an HR Platform

FitThe right HR technology solution doesn’tnecessarily mean that it’s the slickest or mostexpensive on the market. What solution willbe the best fit for your business needs?

BudgetHR technology is a viable solution to cut costsin the long-term, but do you have the currentbudget to account for upfront costs, such asinitial platform implementation?

ObjectivesWhat are your business goals? What are youtrying to achieve long-term, and how can anHR platform help you get there?

ScaleHow much growth do you anticipate for yourbusiness, and how much scalability will youneed with the solution you choose?

FutureWith the direction that your organization isheading in, will the HR technology platformquickly become outdated? What kind ofplatform can keep up with your business?

RoadblocksWhat hinders your business processes andgrowth? Employee retention? Recruitment?Self-service for remote workers?

SpeedHow quickly do you need to implement a newHR technology platform? How flexible is thetimeline you’re working with?

CompatibilityIs the new HR platform going to be compatiblewith your current networks and processes?How much will need to change? If manychanges are needed, is it worth the hassle?

Depending on what your business needs, consider platforms that have:

The ability to migrate legacy data, to ensure a seamless transition to the new HR platform without losing critical data.

A portal that enables self-service, to put the control of benefits administration in the hands of your employees.

Mobile-friendliness to allow remote access to benefits, at any time, from virtually any location.

The ability to maintain compliance with rapidly changing employment laws and ACA reporting requirements.

HR platforms should help make the reporting process less confusing, and improve reporting accuracy.

Robust and customizable reporting, to display the metrics and the results that matter most for employee engagement,retention, and ultimately, business growth.

Ease of use for both administrators and employees. A user friendly design helps to drive adoption and engagement.

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Determining HR Platform Capabilities Not all solutions are created equal

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What to Look for In an HR Platform Provider

Strong Implementation You want an HR platform provider who can stick to the timeline for implementation, and who doesn’t go silent during the process. They should be able to test and configure the platforms quickly and with precision.

Strong Support StructureProviders should offer plenty of resources for training to drive employee adoption, as well as provide technical support at every step of the implementation process.

Continued TrainingTraining should continue throughout the relationship at no extra cost to the client, including system upgrades.

ExpertiseThe HR platform provider shouldn’t just be an expert in HR technology - they should be an expert in your business, too. A thorough understanding of your business allows the provider to understand how you need the platform to function in order to achieve results.

Case Studies and TestimonialsWhile shopping for a vendor, ask for free trials, demos, case studies and other resources to prove their credibility and their ability to offer the right solution for your organization.

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From Planning to Purchase The Process for Selecting New HR Technology

Identify process gaps that are causing headaches, or how current processes can be improved. Conduct an internal audit to discover what pain points the HR technology solution should ease.

Plan for the change, both long-term and short-term. Develop a roadmap and timeline of every implementation detail: How long will it take to roll out the changes? How will it be delivered? How will your business adapt?

Determine whether you want to go with best of breed vendors or an HR suite, and what specific applications or software will help you achieve business goals.

Shop around and ask for quotes from multiple HR technology vendors. Investigate a wide range of different platforms to ensure that you find the one that is truly the best fit for your organization.

Select the vendor that you feel is the best fit, and negotiate the timeline, scope of the project, pricing, training resources, etc. to ensure a seamless platform implementation.

Purchase the HR technology platform and communicate the change to the rest of your organization. Work with the vendor to implement the platform according to the timeline, with plenty of resources for training and encouraging company-wide adoption.

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Measuring The Success of Your Platform

The success of the HR platform is ultimately determined by how the solution addresses your organization’s primary pain points

Examples of success may include:

Boost in Employee Engagement

Lower Employee Turnover Rate

Improved Talent Recruitment

Reduced Absenteeism

Higher Accuracy In Reporting

Higher Adoption of Self-Service Benefits

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Why Wine Sergi?

Knowledge. Professionalism. Integrity.

What binds together every member of the Wine Sergi team is one simple promise: deliver “The Definitive Client Experience” to each

and every person we serve. We fulfill this promise by providing the very highest levels of knowledge, professionalism and integrity.

Knowledge: Offering Extensive Expertise

When it comes to managing your risk most effectively, we believe that no other firm can offer you a higher level of insurance knowledge

than Wine Sergi.

• More than 50% of our staff has been in service, production or senior management roles at national brokers.

• We are licensed and have product knowledge in all 50 states, plus we handle business globally.

• Over 70% of our staff holds advanced insurance designations.

• We spend nearly $50k per year in ongoing professional development.

Though some giant brokerages may claim to offer insurance knowledge on par with Wine Sergi, our “boutique” set-

ting allows us to provide you with better and more personalized service.

Professionalism: We Focus on our Approach, not Product

We consider that our role in the protection of you and your company is equally as important as that of your CPA and attorney. Because

of this, our team of professionals acts as advisors, not salespeople. We function as your Chief Risk Officer.

• Clients are provided our individual contact information.

• Your Wine Sergi advisor is available anytime, 24/7/365.

• We focus on protection, communication and understanding, not products.

• Our goal is to deliver expertise with high, personal touch.

Integrity: Earning and Maintaining a Client’s Trust

We cannot deny the fact that it’s a good feeling to get new clients and grow our business. But it is more important – in fact it is essential

- that we provide nothing short of exceptional service to our existing client base. We are truly proud that:

• 72% of our clients have been with us for 10+ years.

• We’ve partnered with 61% of our clients for 20+ years.

• 90% of our new business comes from client referrals.

• We’ve rated “excellent” 97.5% of the time on client approval ratings.

These numbers can only be achieved when every Wine Sergi employee - from executive to entry level - acts with the highest integrity

and works hard to earn the trust of every client, day in and day out.

To learn how switching to Wine Sergi can benefit you and your firm, please contact us today.

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AP-HR-TECH-PUB-012016

Wine Sergi & Co., LLC 1000 E. Warrenville Road, Suite 101 Naperville, IL 60563 630-513-6600 Winesergi.com

Wine Sergi & Co. is an Acrisure Agency Partner

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