Personnel and Transfer Management (PTM)

FOR PERSONNEL BEING TRANSFERRED

• Lack of automation in the transfer process leads to inefficiency

• Stress on the person and family being moved• Lack of productivity upon arrival at new post given

activities to complete that could have been started earlier

• Lack of information available about the new post: housing options, schools, services

FOR MANAGERS OF PERSONNEL BEING TRANSFERRED

• The process of moving people from location to location is highly administrative and takes too long

• Easy visibility into staffing levels may not exist• Understanding progress on transfer readiness is

difficult to observe• Enforcing accountability on instructions

communicated to personnel is difficult

All of these inefficiencies result in losses to productivity and time that should be

spent on mission critical objectives!

Problems with Current Situation

Enhanced automation of the transfer management process to promote efficiency and accountability

Empower personnel to understand current status of the transfer process and access to relevant information on the new post to reduce stress and enhance productivity

Real-time visibility into status of staffing objectives and staffing readiness to provide quicker decision making ability

Improvement of targeted communication capabilities for management and enhanced accountability on instructions for personnel

Ability to add additional management workflows that are of great need to you

OUR GOAL: Providing greater quality of mission by enhancing efficiency, transparency, and accountability

to personnel and transfer management procedures

Our PTM Solution Concept

Key Solution ElementsPersonnel Transfer Record• A comprehensive record that tracks key

information related to an person’s transfer (dates, family members, housing needs, etc.)

• Can be referenced by admin support and management for updates

Transfer Portal• Provides visibility to the person being

transferred about the new post, transfer requirements, and the ability to communicate with other transfer stakeholders, including other people being transferred

• Can be enhanced with communication capabilities like voice and IM

Manning and Deployable Assets Dashboard• Insights for management about current

staffing levels and transfer status• Tying transfer record to this dashboard

allows for any updates to be visualized in real time – not days or weeks later once information is processed

To organize and create the workflows that support transfer and personnel management tasks

Provides a portal of visibility for people being transferred into transfer activities relevant information about their new post

Organize and support the data that is being exposed through Dynamics, SharePoint, and Outlook

Assists leadership with efficient, accountable communications and task advancement

Use of these platforms and tools allows for flexibility to add additional management workflows over time, rather than working yet another third-party application into your environment

Reduce development costs by configuring established workflows rather than building from scratch

Using these tools to facilitate enterprise-critical workflows increases your ROI on these investments

Native Outlook interface is familiar and reduced both training and time-to-adoption

Technical Foundation

Next Steps1. Schedule a demo and discussion with you Microsoft

representative2. Define key configurations desired for the solution through an

Architecture and Design Session3. Discuss your solution enablement options

Use of the Microsoft Services Public Sector Solutions Center Development on-site at your location Use of Microsoft Application Lifecycle Management Services and

best practices4. Determine development strategy

Proof of Concept or First Stage with limited core functionality Larger development effort to encompass more features and

functionalityContact Us

pubsecsolutions@microsoft.com

www.microsoft.com/services