enhancing hr service delivery through effective case management

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Enhancing HR Service Delivery with Case Management Marilyn Rogers, Marketing Director Russ Resslhuber, Product Manager Chad Myers, Development Director

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Is your organization challenged with an inability to efficiently manage and track HR-related questions and problems? Did you know that, according to a 2008 CedarCrestone report, your organization can achieve a process savings ranging from 20 percent to over 80 percent by effectively managing processes and service delivery within an HR organization?

TRANSCRIPT

Page 1: Enhancing HR Service Delivery through Effective Case Management

Enhancing HR Service Delivery with Case Management

Marilyn Rogers, Marketing Director

Russ Resslhuber, Product Manager

Chad Myers, Development Director

Page 2: Enhancing HR Service Delivery through Effective Case Management

Agenda

April 12, 2023 ©2010 Dovetail – Confidential 2

• Presentation

• Demonstration

• Q&A/Discussion

Page 3: Enhancing HR Service Delivery through Effective Case Management

Case Management

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Tiered HR Service Delivery Model

Page 4: Enhancing HR Service Delivery through Effective Case Management

Beyond Self Service

April 12, 2023 ©2010 Dovetail – Confidential 4

• Where does the employee turn?

• How does the HR Advisor find the information?

• How does the HR Advisor record the interaction?

• Where does the HR Advisor get assistance?

• How does knowledge get captured for reuse?

• How are processes measured and improved?

Page 5: Enhancing HR Service Delivery through Effective Case Management

Context

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• Employee Information

• Interaction History

• Service Information

• Leveraging context to automate workflow

• Collaboration

• Accountability: ownership and audit trail

Page 6: Enhancing HR Service Delivery through Effective Case Management

Automation

April 12, 2023 ©2010 Dovetail – Confidential 6

• Notification

• Policy: defined, repeatable tasks

• Integration with other applications

• Integration with other organizations

Page 7: Enhancing HR Service Delivery through Effective Case Management

Knowledge

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• Advisor productivity and effectiveness

• Abstracted from casework

• Management insight

• Can be published to Self Service portal

Page 8: Enhancing HR Service Delivery through Effective Case Management

Architecture

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• Web-based: ease of global deployment and access

• Proven platform: reliability, scalability, performance

• Customizable and upgradeable

• Ease of implementation, integration, maintenance

Page 9: Enhancing HR Service Delivery through Effective Case Management

Demonstration

April 12, 2023 ©2010 Dovetail – Confidential 9

• Working environment

• Employee question: Phone

• Employee problem: Email

• Self Service

• Task automation

• Reporting

Page 10: Enhancing HR Service Delivery through Effective Case Management

Discussion

April 12, 2023 ©2010 Dovetail – Confidential 10

• Questions

• Follow-Up

• Download our White Paper from: http://www.dovetailsoftware.com/solutions/hr_solution.aspx

Russ ResslhuberDovetail CRM Product ManagerDovetail [email protected]