Creating Efficient Workday Acquisition Processes with Broadridge and Mercer

Transcription

1 Creating Efficient Workday Acquisition Processes with Broadridge and Mercer 18 March, :00 pm Eastern Christin Spigai, Broadridge Financial Solutions Eric Orgen, Mercer Pat Crane, Mercer

2 Today s Speakers Christin Spigai VP, HR Shared Services Broadridge Financial Solutions Christin.Spigai@broadridge.com Eric Orgen Principal, Workday Practice Business Development Mercer Eric.Orgen@mercer.com Pat Crane Principal, Workday NE Practice Lead Mercer Pat.Crane@mercer.com QUESTIONS? Please type your question in the Q&A section of the toolbar and we will do our best to answer it. While in full-screen mode, simply use the Q&A button on the bottom right-hand side of your screen. While in half-screen mode, use the Q&A panel on the bottom right-hand side of your screen. 1

3 Agenda What we ll cover today About Broadridge & Mercer Project background Project approach Team structure Return on investment Questions March 18,

4 About Mercer Work with the Certified Workday Experts: Workday s First Deployment Partner A provider of Workday Advisory Services for 5+ years 2300 HCM Experts in 42 Countries 100+ Workday Engagements Our end-to end solutions include: Small, medium and large scale Human Capital Management Workday deployments. Project management, change readiness, and communication support. Post-deployment assessments and on-going Workday system optimization. Job family architecture design, including job catalogues and salary compensation. March 18,

5 About Broadridge A Leader in Investor Communication Solutions With 50 years of experience, Broadridge s infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America and processes more than $5 trillion in fixed income and equity trades per day. Leader in corporate governance activities, processing approximately 85% of the outstanding shares in the United States and approximately 72% of the shares voted outside the U.S. in the performance of our proxy services. Enables over 2 billion multi-channel communications to investors annually. Provides transparency into the distribution of over 90% of mutual fund and ETF assets Is a NYSE traded company with over five decades of experience and has a 98% client retention rate. Broadridge s combination of people, technology and insights, working together to drive operational excellence makes them an industry leader and a preferred partner for financial institutions and corporate issuers worldwide. Broadridge s people are the cornerstone of their success, they earn their clients confidence every day and embody the same entrepreneurial spirit that has driven their culture since the beginning. March 18,

6 Broadridge and Workday: Live Since 2013 HCM Performance Management Talent Compensation March 18,

7 Broadridge Acquisition Growth Average of 1 to 2 acquisitions per year Mass hiring new employees and Workday integration March 18,

8 Broadridge Project Priorities ONBOARD ACQUIRED EMPLOYEES QUICKLY & EFFICIENTLY MINIMIZE HUMAN ERRORS WITH AUTOMATION REPEATABLE PROCESS SELF-SUFFICIENT PROCESS 7

9 Project Team Broadridge Executive Sponsor Broadridge HRIS Lead Broadridge & Mercer Team Collaboration Mercer Functional Consultant Mercer Project Manager 8

10 Project Approach Acquisition Toolkit: Automated linkage between Workday workbooks and Excel Greatly improves efficiency of data conversions reducing deployment time Ensures no surprises - captures deliverables and ownership 9

11 Project Approach Project plan steps and timing 60 Day Implementation Project Management Configuration & Organization and Employee data Unit Testing Loading of information into Production Analysis & Discovery of existing data elements and those of the company being acquired Loading organizational and personal information to templates into test environment UAT Support and Validation Knowledge Transfer 10

12 Return on Investment Transitions newly acquired employees efficiently Saves time and money Error-free 11

13 Results Repeatable process able to handle additional acquisitions / mass loading of data via the toolkit. Reduced time and work effort needed to load new employees into Workday. 12

14 Questions Christin Spigai VP, HR Shared Services Broadridge Financial Solutions Eric Orgen Principal, Workday Practice Business Development Mercer Pat Crane Principal, Workday NE Practice Lead Mercer QUESTIONS Please type your questions in the Q&A section of the toolbar and we will do our best to answer as many questions as we have time for. To submit a question while in full screen mode, use the Q&A button, on the floating panel, on the top of your screen. CLICK HERE FEEDBACK Please take the time to fill out the feedback form at the end of this webcast so we can continue to improve. 13

15