July 21, 2010 Page 1

Leveraging Self-Service Applications to Improve Efficiencies

& Increase Data Accuracy  

Empowering Employees – Improving Operations

Al BurroughsMike DeNezzoRichard Teed

LBi Software July 21, 2010

July 21, 2010 Page 2

Agenda• Introductions• What is Self-Service • Economic Conditions • Assessing Potential Returns• Advantages• Getting Started with ESS• Q & A

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LBi Software• Over 20 years Human Capital Management Focus• Experience with Packaged Software Solutions

• Oracle• PeopleSoft• JD Edwards

• Active Participant in Quest & RUG Events• Team culture – average tenure is 9 years• Platform independent• Process oriented

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What is a Self-Service Application

• An application that:• Allows the end-user (employee) to perform

certain functions themselves:• Changes to direct deposit• Updates to tax forms

• Expands on an existing HR solutions• Accesses existing data in HCM solutions

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Basic W-2 Access

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Current Economic ConditionsCurrent Business

Directions• Navigate current

economy– Still a recession?– Turning around?

• Prepare for economic turn around

• Reduce costs • Retain key talent

Employer Concerns:

“Employers are still

struggling to find that

magic formula for controlling

costs”*From Deloitte’s Benefits Reward

Survey

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Cost Reduction Through Self Service Strategies

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Self-Service Apps• Automate manual processes• Eliminate paper based systems • Provide custom information • Adds:

• New business functionality• Increases convenience• Improves data accuracy

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Benefits of Self-Service• Extends the reach of the solution to include:

• More users• More functionality

• Reduces costs• Fast delivery • Reduces complexity• Adds business flexibility• Increases user adoption

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Web Based Self-Service• Potential for greatest ROI

– Reduces calls/visits to HR• Questions answered online• Costs up to 40% less than a call or visit

– Better communications• Less confusion, fewer questions• Better decisions• 80%• Only 20% select new benefit options• Drive employees to better fit on plans

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Chrysler Digital Owner Manuals• Starting in 2010

– DVD based owners manuals– Eliminates 930 tons of paper– Saves 20,000 trees– Copies available online– Adds new Video features

• tours• Tutorials

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Wiki Technology in Business

• Wiki slide

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Self-Service Expectations• Used to be nice-to-have• Familiar concept:

– Online Banking– Online Shopping – Amazon.com– Tirerack.com

• Self Service payback– Employee satisfaction/retention– Searchable knowledge bases – Reduction in costs

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Employee Self-Service• Browser Based access via

– Intranet– Internet

• Integrated to HR– Payroll – Benefits– Personal Information– Time & Attendance

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Payroll• View Paycheck• View W2• W4 Election• Tax Implications• What-If Capabilities

– Retirement modeling– W2 modeling– Take home pay impact

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Basic W-2 Access

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Expanded Access

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Expanded Access

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Benefits Access• New Employee Enrollment• Existing Employee Maintenance

– Review– Update

• Up to Date Summaries– Health and Welfare– 401K Review

• Link to Provider Site

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Benefits Access

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Contact Contact Information• Personal Data

– Name & Address– Corporate Announcements/Links– Beneficiaries– Emergency contacts

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Time & Attendance• Track PTO

– Vacation – Sick Days– Jury Duty– Personal Days

• Manage Time Sheets• Submit Time Sheets

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Time Card Management

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Methods of Integration• Leverage PeopleSoft APIs and Web Services• Leverage Vendor Software as a Service (SaaS)• Direct Data Integration

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PeopleSoft APIsLeverage PeopleTools:

– Component Interface– Integration Broker– Integration Tools and Utilities– MultiChannel Framework– Internet technology– EDI Manager– Forms Routing– Open Query ODBC Driver and API – PeopleCode:

• Application Messaging Class• Business Interlink Class• File Class• Internet Script Class (iScript)• Java Class

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Employee Advantages• I can access my data:

– when I have the time– When I have the need

• Access Payroll Information – Earnings & Tax History – Withholdings

• Extremely Convenient• Time savings

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Employee Advantages• Enroll in employee programs

– Benefits and Training• Access and submit/approve timecards • View accrued vacation time

– Submit Time-off Requests for Manager's Approval

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Company Advantages• Automate costly processes online

– Reduce dependencies on paper forms

– Improved data accuracy • Increase Efficiencies• Improve Employee Satisfaction

– More control – Better service

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How to get Started

LBI Discovery Process for HCM• Designed to uncover and document the business

challenges and potential returns in the upgrading of old processes and/or the building of new Self-Service solutions. It will assist you in documenting the:– Business requirements – Impacted business functions – Suspected business problems– Potential ROI – Project justifications

“only 30% of all Enterprise Software features are implemented by Users.” Oracle presentation at Philadelphia RUG conference

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Our Suggestions

How is the Discovery Process Accomplished:• Jointly defining business requirements• Completely documenting project

justifications• Fully assessing project costs & savingsOutcome of the Discovery Process Service:• recommend a design and document a

templated solution that meets the customer requirements

Understanding and Documenting the Business Problem and Potential ROI

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Questions

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Thank You!Al BurroughsMike DeNezzoRichard Teed

For more information:www.LBisoftware.com