First Data HR Transformation story

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<ul><li><p>1| Copyright 2011 | First Data Corporation Copyright 2015 | First Data Corporation </p><p>Alison McGuinness HR Director</p><p>Lars Luedemann ERP Director</p><p>February 2015</p><p>Leveraging PeopleSoft Technology to drive Global HR Transformation</p></li><li><p>2| Copyright 2011 | First Data Corporation </p><p>Project TeamGlobal PeopleSoft Project Team</p><p>Alison McGuinness Project Manager</p><p> Based in Basildon, UK</p><p> Over 15 years experience working with Global technology </p><p>companies including 9 years at First Data</p><p> Experienced Project Manager and User of PeopleSoft</p><p> Responsible for overseeing key project milestones from Discovery </p><p>Phase through to deployment PLUS payroll transition to SymBPO</p><p>Alison McGuiness</p><p>Lars Luedemann Time &amp; Labor Track lead, Project Manager HR </p><p>Portal, HR Technology Governance process Owner</p><p> Based in Frankfurt, Germany</p><p> Joint FD 6 years ago as Senior Reporting specialist</p><p> Previously worked as Business Analyst with a Global technology </p><p>business implementing HR Software</p><p> Responsible for leading the Time &amp; Labor Track from Discovery </p><p>through Deployment</p></li><li><p>3| Copyright 2011 | First Data Corporation </p><p>Company Overview</p></li><li><p>4| Copyright 2011 | First Data Corporation </p><p> First Data Corporation is a global payment technology solutions company headquartered in Atlanta, Georgia, United States. We are a provider of electronic commerce and payment solutions. The company's portfolio includes merchant transaction processing services; credit, debit, private-label, gift, payroll and other prepaid card offerings; fraud protection and authentication solutions, credit reporting agency services; electronic check acceptance services; as well as Internet commerce and mobile payment solutions. </p><p> First Data has a global footprint of 6 million merchants, the largest in the payments industry. The company handles 45% of all U.S. credit and debit transactions.</p><p>First Data Overview</p><p>Lars Luedemann</p></li><li><p>5| Copyright 2011 | First Data Corporation </p><p> First Data has grown quite aggressively though acquisitions </p><p> We are now operating out of 40 countries around the world covering all continents, with approximately 24,000 employees</p><p> First Data was acquired by the private equity firm Kohlberg Kravis Roberts &amp; Co. in 2007. Since then the organisation has undergone significant change and the Company is constantly looking to transform its processes to be more efficient</p><p>First Data Overview</p><p>Lars Luedemann</p></li><li><p>6| Copyright 2011 | First Data Corporation </p><p>The PeopleSoft Project</p></li><li><p>7| Copyright 2011 | First Data Corporation </p><p>Leveraging PeopleSoft Technology to drive Global HR </p><p>Transformation</p><p>This session will share the First Data journey so far, how </p><p>implementing PeopleSoft 9.1 has helped shape policy </p><p>harmonisation, business process re-engineering, vendor </p><p>management and Self Service tools to change the minds and </p><p>culture of First Data across its global business.</p><p>IntroductionAlison McGuinness</p></li><li><p>8| Copyright 2011 | First Data Corporation </p><p>Project Connect &amp; HR Transformation</p><p>Alison McGuinness</p></li><li><p>9| Copyright 2011 | First Data Corporation </p><p>Enabling our Transformation Data View</p><p>Sources of Operational data</p><p>Canned reporting</p><p>Ad hoc reporting</p><p> One- off analytics</p><p> Drop-drag parameters </p><p>Revenue Production by Team</p><p>0</p><p>10</p><p>20</p><p>30</p><p>40</p><p>50</p><p>60</p><p>70</p><p>80</p><p>90</p><p>100</p><p>Revenue Production by Team</p><p>0</p><p>10</p><p>20</p><p>30</p><p>40</p><p>50</p><p>60</p><p>70</p><p>80</p><p>90</p><p>100</p><p>Sales DistributionSales Distribution</p><p>Q1 Q2 Q3 Q4</p><p>Quarterly Sales</p><p>Q1 Q2 Q3 Q4</p><p>Quartery SalesPeopleSoft </p><p>HR Analytics</p><p> No single source of truth for employees and contractors</p><p> Data integrity issues</p><p> Focus on reporting data rather than providing business analytics</p><p> Highly manual data collection and mining efforts</p><p> Transform fragmented </p><p>data into actionable </p><p>information</p><p> Better linkage to </p><p>financial data</p><p> Visibility into true </p><p>employment costs </p><p> Enable manager self-</p><p>service reporting</p><p>Current State:</p><p>Future State:</p><p> Standard reporting </p><p>package</p><p> Read-only capability</p><p>Lars Luedemann</p></li><li><p>10| Copyright 2011 | First Data Corporation </p><p>Enabling Our Transformation Process </p><p>View</p><p> Consistent employee and manager experience</p><p> Consolidated and standardized processes and </p><p>technologies across geographies</p><p> Process owner accountability &amp; appropriate controls</p><p> Robust self-service tools</p><p>221133</p><p>Standardize tools, core </p><p>business processes and </p><p>policies and realign across </p><p>geographies </p><p>rather than by</p><p>geographies</p><p>Implement appropriate process </p><p>ownership, governance, and </p><p>ongoing monitoring process</p><p>Deploy integrated talent </p><p>management </p><p>technology with self </p><p>service capabilities</p><p>Custom Project Translation</p><p>1.00</p><p>1.10</p><p>1.20</p><p>1.30</p><p>1.40</p><p>1.50</p><p>1.60</p><p>1.70</p><p>1.80</p><p>1.90</p><p>2.00</p><p>Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec</p><p>P</p><p>r</p><p>o</p><p>j</p><p>e</p><p>c</p><p>t</p><p>s</p><p>/</p><p>M</p><p>i</p><p>l</p><p>l</p><p>i</p><p>o</p><p>n</p><p>N</p><p>a</p><p>m</p><p>e</p><p>s</p><p>S</p><p>h</p><p>i</p><p>p</p><p>p</p><p>e</p><p>d</p><p>PY</p><p>CY</p><p>Automated Project Labor Consumption</p><p>1.00</p><p>1.05</p><p>1.10</p><p>1.15</p><p>1.20</p><p>1.25</p><p>1.30</p><p>1.35</p><p>Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec</p><p>L</p><p>a</p><p>b</p><p>o</p><p>r</p><p>H</p><p>o</p><p>u</p><p>r</p><p>s</p><p>/</p><p>P</p><p>r</p><p>o</p><p>j</p><p>e</p><p>c</p><p>t</p><p>PY</p><p>CY</p><p>Custom Project Translation</p><p>1.00</p><p>1.10</p><p>1.20</p><p>1.30</p><p>1.40</p><p>1.50</p><p>1.60</p><p>1.70</p><p>1.80</p><p>1.90</p><p>2.00</p><p>Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec</p><p>P</p><p>r</p><p>o</p><p>j</p><p>e</p><p>c</p><p>t</p><p>s</p><p>/</p><p>M</p><p>i</p><p>l</p><p>l</p><p>i</p><p>o</p><p>n</p><p>N</p><p>a</p><p>m</p><p>e</p><p>s</p><p>S</p><p>h</p><p>i</p><p>p</p><p>p</p><p>e</p><p>d</p><p>PY</p><p>CY</p><p> Disjointed employee &amp; manager experience</p><p> Inconsistent business processes not properly</p><p>integrated with corporate systems</p><p> No true process owners or accountability</p><p>Current State:</p><p>Future State:</p><p>Payroll Processing</p><p>Greece Japan US</p><p>Lars Luedemann</p></li><li><p>11| Copyright 2011 | First Data Corporation </p><p>PeopleSoft 9.1 at First Data </p><p>Global Payroll Project </p><p>includes:</p><p> Global Payroll</p><p> Time &amp; Labour</p><p> Absence Management</p><p> Base Benefits</p><p> Self Service</p><p>Lars Luedemann</p></li><li><p>12| Copyright 2011 | First Data Corporation </p><p>Alison McGuinness</p></li><li><p>13| Copyright 2011 | First Data Corporation </p><p>Spreadsheets</p><p>Paper Records</p><p>Manual systems</p><p>Local </p><p>Absence </p><p>Tools (OOO)</p><p>Current State</p><p>Employee Manager</p><p>Local Payroll </p><p>System and/or </p><p>Spreadsheet </p><p>Typical admin transactions</p><p> Change of address</p><p> Overtime request</p><p> Holiday request</p><p> Supervisor Change</p><p> Change to work pattern</p><p>PeopleSoft </p><p>captures HR </p><p>Core Data</p><p>Time &amp; Labour </p><p>Tools</p><p>Self Service </p><p>Tools (PDMT) </p><p>Alison McGuinness</p></li><li><p>14| Copyright 2011 | First Data Corporation </p><p>PeopleSoft 9.1</p><p>PeopleSoft 9.1: Future State for all countries</p><p>ESS MSS</p><p>PeopleSoft </p><p>Global </p><p>Payroll</p><p>PeopleSoft </p><p>Core HR</p><p>PeopleSoft </p><p>Time &amp; </p><p>Labour</p><p>PeopleSoft </p><p>Absence </p><p>Management</p><p>PeopleSoft </p><p>Base </p><p>Benefits</p><p>Alison McGuinness</p></li><li><p>15| Copyright 2011 | First Data Corporation </p><p>Project Phases</p><p>Switch</p><p>Payroll</p><p>FINISH </p><p>PS 9.1</p><p>Design</p><p>PS 9.1</p><p>Discovery</p><p>PS 9.1</p><p>Build</p><p>PS 9.1</p><p>Test</p><p>PS 9.1</p><p>Deploy</p><p>Payroll</p><p>Discovery/</p><p>Design</p><p>Payroll</p><p>Test/Build</p><p>Payroll </p><p>Deploy</p><p>START</p><p>Part 1 PS deployment</p><p>Part 2 Payroll Outsourcing</p><p>Lars Luedemann</p></li><li><p>16| Copyright 2011 | First Data Corporation </p><p>Typical journey to complete a countryFor each track (Global Payroll, Time &amp; Labour, Absence Management, Base Benefits and Self Service) we have to </p><p>do the following:</p><p>8 months</p><p>Lars Luedemann</p></li><li><p>17| Copyright 2011 | First Data Corporation </p><p>Program StructureLars Luedemann</p></li><li><p>18| Copyright 2011 | First Data Corporation </p><p>Rollout Name Countries included PS Modules Payroll Outsourced Status</p><p>GP1 Hong Kong, Malaysia,</p><p>Singapore</p><p>Self Service</p><p>Absence Mgt</p><p>Global Payroll</p><p>Yes LIVE</p><p>June</p><p>2013</p><p>GP2 Australia, Serbia,</p><p>New Zealand,</p><p>Self Service</p><p>Absence Mgt</p><p>Global Payroll</p><p>Time &amp; Labour</p><p>Australia Outsourced LIVE</p><p>May</p><p>2014</p><p>GP3 China, Italy, Korea Self Service</p><p>Absence Mgt</p><p>Global Payroll</p><p>Time &amp; Labour</p><p>China &amp; Korea </p><p>planned for Q3</p><p>Go Live </p><p>April </p><p>2015</p><p>GP4 Greece, India Self Service</p><p>Absence Mgt</p><p>Global Payroll</p><p>Time &amp; Labour</p><p>India in scope Go Live </p><p>Q4 2015</p><p>GP5 GP10 EMEA, Latin America</p><p>Approx. 27 countries in </p><p>scope</p><p>Self Service</p><p>Absence Mgt</p><p>Global Payroll</p><p>Time &amp; Labour</p><p>TBD no </p><p>later than </p><p>end 2016</p><p>Program ScheduleAlison McGuinness</p><p>Project Start March 2011</p></li><li><p>19| Copyright 2011 | First Data Corporation </p><p>ChallengesAlison McGuinness</p><p> Resource (SMEs/IT/Project Team) -</p><p>availability/burnout</p><p> Language capability of In Country SMEs</p><p> Project Duration Start/Stop, Ageing </p><p>Requirements </p><p> Remoteness/Lack of Face to Face </p><p>opportunities</p><p> Access to Developers</p></li><li><p>20| Copyright 2011 | First Data Corporation </p><p>Feedback from Serbia</p></li><li><p>21| Copyright 2011 | First Data Corporation </p><p>PeopleSoft Implementation - Serbia</p><p> Manual, time consuming, paper based processes</p><p> Employees completed paper based forms, managers approved absences &amp; signed hard copies, approved overtime, prepared work schedules for shift employees</p><p> HR Ops manually prepared different files for absences, overtime payment, calculated working hours for shift employees on a monthly basis</p><p> Lots of queries received on absences: remaining days, carry over days</p><p> Manually prepared payroll report to send to payroll provider</p><p> A lot of time spent on administrative tasks, such as archiving, distributing forms, collecting approvals, answering queries</p><p> Online, automated, simplified processes</p><p> One database, all data at one place</p><p> Less time is spent on administration </p><p> Historical data, everything is recorded in the system</p><p> Ready reports with visible approval for HR records</p><p> Availability to export standard reports to send to payroll provider with eliminated risks for errors</p><p> Increased Manager core responsibility, self dependency</p><p> Higher levels of security: the risk of loss is minimized and confidentiality is better protected</p><p> ESS: correct &amp; accurate data, timely update </p><p>HR Ops time spent on </p><p>payroll activities has been </p><p>reduced by at least 30%</p><p>Population: 80 employees</p><p>Average Age: 35</p><p>Average Years of Service: 6</p><p>years</p><p>Alison McGuinness</p></li><li><p>22| Copyright 2011 | First Data Corporation </p><p>Feedback from Employees/Managers</p><p>Well do </p><p>HR work!</p><p>It will take </p><p>up a lot of </p><p>my time</p><p>I dont </p><p>know how </p><p>to use it!</p><p>System is </p><p>very slow!</p><p>What does it </p><p>mean for </p><p>me? </p><p>Why change </p><p>the current </p><p>processes?</p><p>Im sure it </p><p>will not </p><p>work</p><p>Like my job </p><p>wasnt </p><p>complicate</p><p>d enough!</p><p>How can </p><p>this make </p><p>my life </p><p>easier?</p><p>Alison McGuinness</p></li><li><p>23| Copyright 2011 | First Data Corporation </p><p>Feedback From Employees/Managers</p><p>It feels great not to use hard </p><p>copies! Everything is automated!</p><p>I have access to my teams data </p><p>any time!</p><p>It was difficult to use in the </p><p>beginning, but testing and training </p><p>has helped</p><p>The system can be really slow at </p><p>times</p><p>Fast Approval flow! </p><p>Its easy to use!I can find all my </p><p>data at one place!</p><p>Its great to use advanced </p><p>technology!</p><p>Alison McGuinness</p></li></ul>