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PAYROLL VENDOR VS. HRIS VS. ERP• PAYROLL VENDOR – PROVIDES STANDARD PAYROLL AND TAX SERVICES
• HRIS – HUMAN RESOURCES INFORMATION SYSTEM
• ERP - ENTERPRISE RESOURCE PLANNING
Payroll
HRIS
ERP
• Product planning, cost and development
• Manufacturing or service delivery
• Marketing and sales
• Inventory management
• Shipping and payment
• Human Resources
• Employment Assessments
• Applicant Tracking• Background Screening• Onboarding• Learning Management• Performance mgmt.• Compensation mgmt.• Succession planning• Time and Attendance• Leave of Absence• Benefits Administration• Employee Self Serve• Big Data• Payroll Administration
• Payroll• Taxes• Garnishment
OBJECTIVE: DISCUSS THE PHASES OF VENDOR SELECTION AND IMPLEMENTATION
• DISCOVERY
• BEGINNING THE DIALOGUE
• NARROWING THE OPTIONS
• FINAL SELECTION
• IMPLEMENTATION
• CONTINUING SUPPORT
DISCOVERY• WHAT DO WE HAVE?
• LIST YOUR CURRENT SYSTEMS
• WHAT ARE THEY COSTING US?
• HOW ARE THEY CURRENTLY WORKING TOGETHER?
• WHO ARE THE POWER USERS?
• BUILDING CHANGE AGENTS!
• BUILDING A BUSINESS CASE
INTERNAL
Company Function
Our Systems Provider Annual Costs Power User Current System Deficiancies HR/Legal Vulnerabilites
Applicant Tracking
e-Verify
Background Screening
OnboardingPerformance Management
LMSWorker's
Compensation
Garnishments
Benefits
Payroll
Timekeeping
Expense
Big Data
Finance
Operations
Fleet Managment
Marketing
Current Systems
DISCOVERY
• WHAT ARE THEY OFFERING?
• ERP, HRIS, PAYROLL?
• SAAS OR HOSTED?
• NATIONAL, INTERNATIONAL, MULTI STATE?
• APPLICANT TRACKING
• E-VERIFY
• BACKGROUND SCREENING
• ONBOARDING
• PERFORMANCE MANAGEMENT
• LMS
• WORKER'S COMPENSATION
• GARNISHMENTS
• BENEFITS
• PAYROLL
• TIMEKEEPING
• OPERATIONS
• EXPENSE
• FINANCE
• BIG DATA
EXTERNAL
HRIS Systems Last First Number e-mailSaaS (Software
as a Service)
Enterprise Resource
Planning (ERP)
Pre employment Assessments
Recruiting/ Application
OnboardingPerformance
Mgmt360 Feedback
Succession Planning
LMSCompensation Management
Payroll ESS TimekeepingWorker's
CompensationBenefits Expense Big Data Finance
Our Needs:
Company 1 Cleatus Kevin (360) 392-7217 Kevin.Cleatus@Company 1.com Y y y Y y y y Y Y Y Y y y yCompany 2 Hader Adam (775) 703-1038 Adam.Hader@Company 2.com Y Y Y y y Y yCompany 3 Smith David (418) 252-4268 David.Smith@Company 3.com Y y y y y y Y y yCompany 4 Pratt John (598) 894-5790 John .Pratt@Company 4.com Y y y y y y y y y y y y yCompany 5 Jones Bi l l (890) 083-5781 Bi l l .Jones@Company 5.com Y y y y y y y y y y y yCompany 6 Ngyugen Christine (484) 396-0335 Christine.Ngyugen@Company 6.com Y y y y y yCompany 7 Rieley Jul ie (317) 094-6542 Jul ie.Rieley@Company 7.com Y y y y yCompany 8 Brant Debbie (734) 383-1255 Debbie.Brant@Company 8.com Y y yCompany 9 Publ ic John (954) 670-0234 John .Publ ic@Company 9.com Y y y y y y y y y
Company 10 Charger Hard (269) 672-9620 Hard.Charger@Company 10.com y y y y y y y y y y ? yCompany 11 June Jess ica (700) 623-8666 Jess ica.June@Company 11.com y y y y y y y y y y yCompany 12 Felder Kim (107) 770-4007 Kim.Felder@Company 12.com yCompany 13 Ki ln Larry (218) 393-0895 Larry.Ki ln@Company 13.com
Company 14 Center Sandy (432) 130-8242 Sandy.Center@Company 14.com Y y y y y y y y y yCompany 15 Sew Claire (822) 264-7941 Cla i re.Sew@Company 15.com
Company 16 Opoal Ron (783) 297-0575 Ron.Opoal@Company 16.com y y y y yCompany 17 Ochoa Barbara (355) 109-3146 Barbara.Ochoa@Company 17.com
Company 18 Gagnon Kevin (417) 597-5416 Kevin.Gagnon@Company 18.com Y Y Y Y Y Y YCompany 19 Derk Don (594) 075-5442 Don.Derk@Company 19.com y y y y y y y y y yCompany 20 Bonzai Lisa (603) 420-7871 Lisa.Bonzai@Company 20.com y y y 2014 2014 2014 3rd Party y y y yCompany 21 Ternit George (750) 700-9626 George.Ternit@Company 21.com y y y y y y y
Contact name
•KNOW YOUR REQUIREMENTS INSIDE AND OUT!!!• DOCUMENT ALL SYSTEM PROCESSES AND CALCULATION
• RFP OPTION
BEGINNING THE DIALOGUE
Due Diligence Doc
BEGINNING THE DIALOGUE
• CONTACTING VENDORS
• WINE AND DINE
• VENDOR DEMONSTRATIONS
• ANALYSIS
• GET PRICING ESTIMATES
Caution:• 3RD PARTY VENDORS
• CONSULTANTS
• SINGLE DATABASE – REALLY!?
• TAKE NOTES OF LIKES AND DISLIKES
• GET TO THE DEMO!!!
• CAN SALES PERSON ANSWER YOUR QUESTION?
• STAY IN CONTROL OF YOUR PROJECT
• “BESTIES”
NARROWING THE OPTIONS
• GET YOUR SHORT LIST
• RESEARCH
• HISTORY
• 10K, S-1, GOOGLE, YOU TUBE, INDUSTRY MAGAZINES, WEBSITES
• IMPLEMENTATION
• IN HOUSE VS. THIRD PARTY
• HOW SOON CAN WE START?
• HOW LONG WILL IT TAKE?
• WHAT TRAINING COMES WITH IT?
• CUSTOMER SERVICE
• CONTRACT TERMS
• LENGTH OF OBLIGATION
• PENALTIES FOR EARLY TERMINATION
• SERVICE RESPONSE
• IMPLEMENTATION COST
• PAYMENT STRUCTURE
FACE-TO-FACE DEMONSTRATION :
•POWER USERS
•ENDS USERS
•EXECUTIVES
•CHANGE AGENTS
•DECISION MAKERS
NARROWING THE OPTIONS
Assessm
ent
Recruiting /
Application
Onboarding
Perform
ance M
gmt
LMS
Payro
ll
Benefits
Timekeeping
Product
Support
Implementa
tion
Cost
Financia
l Stre
ngth
Company A y 1 2 5 5 17.5 58%
Company B y 3 2 3 3 16.5 55%
Company C y 3 4 4 3 21 70%
Company D y 3 2 3 3 16.5 55%
Company E y 3 4 4 4 22 73%
On paper only 1 1 5 11 44%
On paper only 1 1 5 11 44%
$XX $XX $XX $XX $XX $XX $XX $XX 356$ Avg: 57%
Perf & Goals
Succession
360 Feedback
Company F y 2 2 4 5 5 25.5 68%
Company G y y 5 5 5 3 2 31.5 84%
Company H y y 3 4 4 3 21 70%
Company I y 3 2 3 2 3 19.5 52%
Company J y 3 4 4 4 4 28 75%
$XX $XX $XX $XX $XX $XX $XX $XX 258$ Avg: 70%
Option 2 Company 1NTS-
Performance Mgmt
NTS-Learning
Payroll HR MgmtTime &
Labor Mgmt5 3 5 4 3 31 83%
Company K y y
Company L y y y y y
$XX $XX $XX $XX $XX $XX $XX $XX 365$ Avg 81%
Perf & Goals HCM BenefitsTime
TrackingSuccession
PlanningCareer Dev
Company M y
Company N y y y y y y
$XX $XX $XX $XX $XX $XX $XX $XX 500$ Avg 62%
Perf & Goals
Succession
360 Feedback
Company O y y y
Company P y y y y y
$XX $XX $XX $XX $XX $XX $XX $XX 458$ Avg 68%
Company K y
Company Q y y y y
$XX $XX $XX $XX $XX $XX $XX $XX 370$ Avg 77%
Option 2 Company 1 Do Right Know Right Payroll HR MgmtTime &
Labor Mgmt 4 4 3 5 4 30 80%
Company K y y
Company P y y y y y
$XX $XX $XX $XX $XX $XX $XX $XX 550$ Avg 73%2 1.5 1.5 1.5 1
30
Option 4 Assessment Learning
5
ATS DayPlan DayPlan DayPlan DayPlan
NONE
Learning Paylots Benefits
ETP
ADO
Paylots DBF ADO
30
Projected annual cost In
thousands
4 3 4 3 2 25 67%
y
4
2 5 4
67%
69%
37.579%
37.557%
67%
37.5
37.5
37.5
2 5Learning
3 5 4 4
3 3 2
4
CurrentlyCompany 1 iApplied
Option 1 Company 1 KMS Onboarding
Company 1 Recruiting Onboarding
Option 5 Company 1 ATS Onboarding Learning
29.5
25
21.5
26
25
1 3
3 4
3 2
Option 3
4 3 4
AS PayrollCloud
ConnectAbsence
Mgmt
3
Perf & Goals83%
4 3 3 3 5 26.5 71%
5 4 3 3137.5
Time & Labor Mgmt 5 3Workbox
XX
X
XXX
X
X
X
X
NARROWING THE OPTIONS
Company A
Company B
Company C
Company D
Company E
Company F
Com
pany
ACo
mpa
ny B
Com
pany
CCo
mpa
ny D
Com
pany
ECo
mpa
ny F
Recruiting / Application 1-4
Onboarding 1-4
Performance Mgmt 1-5
LMS 1-3
Payroll 1-3
Benefits 1-3
Timekeeping 1-3
Rank each vendor's product in preference order (1 = most preferred)
FINAL SELECTION
MEET EVERYBODY!!!:
THE “NERDS”
THE IMPLEMENTATION TEAM
THE SERVICE TECHNICIAN
THE EXECUTIVES
CULTURE
FINAL SELECTION
PRESENT FINAL RECOMMENDATION TO DECISION MAKERS!!
NEGOTIATE FINAL PRICING:
• FIXED COST INDUSTRY
INCLUDE YOUR REQUIREMENTS INTO CONTRACT LANGUAGE
IMPLEMENTATION
YOUR OBLIGATION:
•COMMIT RESOURCES
•ARTICULATE YOUR NEEDS CLEARLY
•PROVIDE GOOD DATA
•KNOW WHAT YOU WANT
Caution:• SCOPE CREEP
• PASSED AROUND
• NOVICE PROJECT LEAD
• MISSING DELIVERABLES
• ABANDONMENT
CONTINUING SUPPORT
•ACCOUNT MANAGER – JUST A PRETTY FACE?
•PHONE SUPPORT – WHO IS PICKING UP THE PHONE?
•EMAIL SUPPORT – WHEN WILL I GET A RESPONSE?
•CONTINUOUS TRAINING – WHAT’S AVAILABLE, WHAT DOES IT COST?
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