You Want to Mobilize Your Workforce… Now What?
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You Want to Mobilize Your Workforce… Now What? The 6 Steps to Ensuring a Successful Mobile WFM Project A HR.com IHR Series Webinar Presented by Neil Grunberg, VP Client Services, Vortex Connect
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The six steps to ensuring a successful mobilization of your workforce. Neil Grunberg, the VP of Client Services for Vortex Connect manages the Client Engagement team and he is tasked to make every Vortex customer successful and happy with their mobile deployments. Neil has over a decade of workforce management experience and he will highlight the successes and pitfalls of a mobile deployment. From managing and selecting the right devices to support, to determining what systems you want to prioritize, mobile device management (MDM), how to select the right solution and how to deploy, how to build a business case and ROI, lastly addressing change management and user acceptance of managing a new workflow processes.
Transcript of You Want to Mobilize Your Workforce… Now What?
You Want to Mobilize Your Workforce… Now What?The 6 Steps to Ensuring a Successful Mobile WFM Project
A HR.com IHR Series Webinar
Presented by Neil Grunberg, VP Client Services, Vortex
Connect
About the Presenter
Neil Grunberg, Vice President of Client Services, Vortex Connect11 Years Focused on only:– Workforce Management– Operations– Mobility– Career in both Sales & Professional Services
A little bit about Neil …– Gadget nut!
• www.appadvice.com • www.techcrunch.com
– Still using a BlackBerry but in love with iOS devices (Apple TV, iPad)
– 2 daughters who could lap most on iPad use (2.5 and 5 years!!!)
About Vortex ConnectMobile Workforce Management, B2E and Operations LeadersDeep partner eco-system
Enterprise Vendors
Technology Partners
Consulting Leaders
Healthcare Retail Pharma Field Services Energy & Utilities
Gov/Higher-Ed Home-Healthcare Manufacturing Hospitality Business Services
Multi-Industry Focus, Worldwide Leading Clients
The Vortex Connect Suite of Modules
Mobile Shift Connect
Mobile Employee Connect
Mobile Manager Connect
Operations Connect
Agenda
Introduction– About the Presenter & Vortex Connect
Why Mobility Matters?The 6 Steps To Preparedness
How Associates Plan Their Night
Invite friends to go out using FacebookDecide on which restaurant to go to using Urbanspoon
Make reservations using Open TableCheck-In using Four Square
Decide which Entrée to order using YelpAt dinner, decide and buy movie tickets using Flixster
Take a picture and tag friends on FacebookReview the restaurant using Zagat
Check-In at the movie using Four SquareTweet about the movie
Post about the night on Facebook
How Associates Do Their Work
Call into work to find out when they are working nextWhen at work run to the back room to check the schedule
Write their boss a note if they want to take a day offPunch in on a clock
Check with their manager to see what they should be doingLeave the task at hand to do e-learning or track down a manual
Let the supervisor know the task is completeTell people about what you have learned (hope it is passed along)
Transfers jobs by heading back to the clock or entering in a log bookFill out a paper form to validate work has been completed
Complain 2 weeks later that the overtime worked wasn’t paid out
Step 1: Take Stock of Your Infrastructure 1. Determine Device Footprint
– Management– Employees
2. Take Employee Pulse for Channel Communication– SMS Literate– IVR Comfortable– Email– Personal Email
3. Communicate with IT Regarding Device Policy– BES– Bring Your Own Device– Corporate Device Policy
Step 2: Determine Systems & Features 1. Take Stock of All Enterprise Systems in Place Today
– Scheduling– Time and Attendance– HR– ERP– Etc.
2. Identify Each System’s :– Deployment Strategy: On-Premise or Hosted– Accessibility of data in/out of system
3. Separate Systems Into Roles & Use Cases
Value
Frequency
Step 3: Device Management & Procurement
Fill in Important Logistical Gaps and De-Burden IT Team– Procurement & Deployment of Devices– Manage Provisioning of Applications– Remote Monitor and Secure Devices– Outsourced Mobile Support
Valet Service: The Opposite of Guy– Equivalent of Parking, Detailing, Washing, Running Your Dry-
cleaning, Doing Your Groceries and Paying for Dinner
Step 4: Air Traffic Control Plan
Choice 1: 1 App into Multiple Systems or Multiple AppsChoice 2: Which System First, Second, Third…Choice 3: Which Groups First, Second, Third…
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Step 5: Building the Business Case
Leverage Existing Industry Standards– Examples:
• Automated Shift Filling = 67% Savings in Scheduling Time• Automating Accurate Time Tracking = 1-4% Reduction in
Payroll• Mobilizing Employee Self Service = 14% Increase in
Engagement
Focus on 1st Phase Elements to Ensure Early ReturnsSoft Benefits are Important AlsoBuy-In From Employees, Managers & Executives
Step 6: Educate Pre & Post Deployment
Multiple Channel Training– Mobile = pocket…
Best Practices– Peers have deployed with great success, lean on them, vendors
& consultants
Myth Busting– Employees – it will cost them– Manager – every employee needs a device– IT – bandwidth– Organization – device standardization required
Post Deployment as Important– Identify what has worked– Fix what hasn’t worked
Questions?
My InfoNeil.grunberg@vortexconnect.comwww.vortexconnect.com416-203-7787
Social Media:www.facebook.com/vortexconnectTwitter: @vortexconnectLinkedIn: Mobile Workforce Management Professionals
