Embedded Analytics in Human Capital Management

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October 3, 2013

Pentaho Webinar Series: Changing the Game for ISVs


Advantages of Embedded Business Analytics for Human Capital Management (HCM) Users

The Impact Embedded Analytics Can Make on Your Bottom-Line

Presenters: Kevin Dobbs CEO, Montclare

Janice D'Aloia Vice President, Mo'mix Solutions


• Recognized leader in business analytics & data integration • Subscription-based business model • Achieved critical mass:

• Over 1,200 commercial customers • Over 10,000 production deployments • Over 185 countries

• Stewardship of most important open source analytics projects

About Pentaho

INDUSTRY RECOGNITION OVER 160 PARTNERS GLOBALLY


Speakers

Kevin Dobbs, CEO, Montclare Kevin is the founder and CEO of Montclare, a leading advisory firm exclusively focused on building profitable SaaS businesses. Kevin is an Oracle alumni who started his career working with industry icons Marc Benioff, Craig Conway and Tom Siebel. He also held executive management positions with Edify, Workscape, Kadiri and Workstream where he was responsible for developing each company's new SaaS products and businesses. Active in the SaaS community, Kevin is frequently a speaker at SaaS and Cloud Computing industry events. He has published many popular papers on building high value SaaS businesses and is the author of the Smart SaaS blog.

Janice D'Aloia, Mo'mix Solutions Janice is on the leadership team of Mo'mix Solutions, a Business Intelligence software provider and system integrator of Performance Center Cloud Business Intelligence. Janice has over 25 years of experience in the field of ERP application software, consulting services, and business intelligence. She has broad experience in a variety of industries including government, education, transportation, retail, hospitality, and manufacturing. Her expertise includes business intelligence solutions, engagement and project management, business process improvement, and change management. During her tenure at Oracle, her focus was specifically on HCM software solutions. Janice has worked with clients using a number of HCM software solutions, remains active in the user group community and is frequently called upon to offer expertise on HR Best Practices.


Kevin Dobbs, CEO

Leveraging Embedded Analytics To Gain Advantage In The HCM Market


HCM Market is Hot HCM SaaS Market is Large and Continues Robust Growth

Source: Gartner, March 2013

HCM market expected to grow at a CAGR 8.1% to more than $11B by 2016

Source: IDC, April 2013; Gartner, 2012 Towers Watson, 2012

In 2012 SaaS market grew to $14.9B and is forecasted to be $23.1B by 2015 with a 17.4% CAGR

More than 50% of HR managers polled in a recent Towers Watson survey are either currently using or plan to use SaaS solutions.


Talent Management Payroll Recruitment Learning

Adjacent Markets Are Also Growing

Halogen IPO Soars May 2013

8

Oracle Buys Taleo For $1.9B

February 2012

SAP acquires SuccessFactors

for $3.4B December 2011

Workday IPO Jumps 72% October 2012


The HCM Trends to Watch Workday's Five HCM Mega Trends Driving SaaS Adoption

1. Globalization Global consistency

Local workforce strategies

Workforce intelligence

2. Economic Uncertainty On-demand workforce

Workforce productivity

Targeted talent strategies

3. Technology Innovation Mobile workforce

Web 2.0 usability

Rapid rate of change

4. Competition for Talent Worker engagement

Workforce development

Talent mobility

5. Sustainability Increased demand for data

Stakeholder attention

Employer branding

Many of these trends can be tied back to advanced analytics and Big Data

Source: Workday, HR in the Cloud, 5 Mega Trends Driving SaaS Adoption, 2012


Common customer issues with all types of HCM, Payroll and Talent Management products:

• Data overload

• Hard to gain visibility across large amounts of data

• Tools can be complex and hard to use

• Information resides in many, disconnected systems

• Can't easily implement newest capabilities

• Slow time to value

Challenges to SaaS HCM Success


Leveraging external R&D team for non-core technology

• Deliver quickly; dramatically improved time to market

• Commercialized open source products, large developer community supporting the products and increasing innovation

• Keep ISVs development team and investments smaller

• Embedded or OEM model

• Tap into needed domain expertise

Challenges Facing SaaS Companies


Delivering a Superior HCM Customer Experience Understanding the importance of adoption and consumption

Time

Cha

nge

Man

agem

ent

Unaware

Aware

Understand

Positive Perception

Initial Use

Adoption

Institutionalization

Internalization

Preparation

Perception

Acceptance

Commitment

Go Live

Communication

Source: Product Adoption and Consumption Curve. Glenn Oclassen, 2012



Time

Cha

nge

Man

agem

ent

Unaware

Aware

Understand

Positive Perception

Initial Use

Adoption


Internalization

Preparation

Perception

Acceptance

Commitment

Go Live

Communication

Training




Time

Cha

nge

Man

agem

ent

Unaware

Aware

Understand

Positive Perception

Initial Use

Adoption


Internalization

Preparation

Perception

Acceptance

Commitment

Go Live

Communication

Training

Support



Flexible Analytics Propel HCM SaaS Products Increase Customer Adoption and Consumption


Adding New HCM Capabilities Quickly • Rate of change has increased and customers expect rapid innovation

• Competitive advantages are hard to maintain

• Adding complimentary capabilities; no internal expertise in areas like Analytics, BI or Big Data

• Looking for new features that engage users

• Support for mobile

Addressing HCM Adoption Challenges

Sin

gle

Sig

n-O

n

Inte

grat

ion

Anal

ytic

s

Mob

ile

Soc

ial

New Features “Plug & Play”

ISV SaaS Platform


What types of Human Capital Management products does your company use?

Poll

HR Info System (HRIS)

☐ Learning

☐ Benefits

☐ Talent Management

☐ Recruiting

☐ Payroll


Examples of OEM Products SaaS Add-On market is growing

Security / SSO

Integration

Big Data

Social

Mobile


Payroll Administration

• In-line reporting

• View user activity

• Spot trends

• Build automated reports with charts

• 'What if' analysis

Payroll Use Case How Embedded Analytics Can Help


Sourcing and Recruiting

• Review single campaigns or entire series of events

• Identify trends of candidates and new hires

• Understand which campaigns are working

• Quickly determine cost per recruit

Recruiting Use Case How Embedded Analytics Can Help


Performance Management and Compensation

• Aggregate data

• Detect patterns based on themes, geographies, companies

• Understand salary bands

• Identify high performers

Pay for Performance How Embedded Analytics Can Help


Learn More About the SaaS Model and Market

Montclare is a leading provider of SaaS resources including research, services and a SaaS-focused online community. The Montclare team has been actively involved in the SaaS industry since it's inception, profiling leading firms, speaking at industry events and providing business guidance to a full spectrum of software companies.

The Montclare Community has been design to help software professionals gather more information about SaaS. This new beta community allows members to them watch current SaaS video content, learn what's happening in SaaS through news feeds and information shared by industry thought leaders, they can also connect with their peers and share industry best practice ideas and information. Visit Montclare.com for more information.

The Montclare SaaS 250 is a report identifying the 250 most influential SaaS companies in the world. The document provides analysis of the industry as well as individual companies. These companies are categorized by revenue size, solution type and geographic location. The report is a critical tool for competitive analysis, go-to-market programs and market segmentation.

Montclare's SaaS 250 is a valuable tool for software executives, investors and analysts due to it's insight within this fast-paced market. The Report is available exclusively through the Montclare site at: montclare.com/saas250.

Become a member for free today at montclare.com


Janice D'Aloia, Vice President Mo'mix Solutions

HCM Customer Experiences


About Mo'mix Solutions

Capturing Data. Delivering Intelligence.


About Mo'mix Solutions

Specialists in deploying both ERP & Business Intelligence

Technology

Oracle E-Business Suite PeopleSoft & Hyperion

Ranked #17 Fastest Growing Woman Owned Business

OEM Partner since 2009

Provider of Performance Center

Business Intelligence & Decision Cubes for HCM

Experts in: Reporting, Analytics

Business Intelligence

Gold Partner


Mo'mix Performance Center

Secure

Cloud & SaaS

Mobile Access

Enterprise View

Across the Organization


How Mo'mix Leverages Pentaho

“We required an end-to-end business intelligence toolset that would allow us to create

a solution that not only meets our customers' needs for an enterprise view of their

business data, but that is cost effective and easy to

deploy.”

Key Challenge:

Mo'mix needed a robust and flexible architecture for Performance Center Reporting & Analytics

• Self-Service to any Consumer • A robust ETL tool • Connect disparate data sources • One single source of truth • Mobile-friendly • Rapid Development • Cost Effective • Support SaaS, Cloud model with unlimited users


How Mo'mix Leverages Pentaho

Performance Center Decision Cubes for HCM • Pentaho BI Suite Enterprise Edition

– Pentaho Reporting – Analysis – Dashboards

• Pre-built Decision Cubes • Integration to any data source • Self-Service Reporting & Analytics

Solution

• End-to-End BI functionality – Ad-hoc reports – Dashboards – Analyzers

• SaaS cloud deployment • Scalable, cost effective solution • Intuitive user interface • Easily add new functionalities and data

sources • Rapid installation and integration to

source systems

Results


Value of Embedded Pentaho

Supports Mo'mix Solutions' core competencies with ERP Systems and

Business Analytics

End-to-End BI Stack

Supports variety of databases and applications - easy and repeatable connectivity & integration with any

data source

Integration

Flexibility to develop complex reports, analyzers, and dashboards

Visualizations

Easy, intuitive, and interactive access to enterprise information for business

users

Ease of Use

Analytics tool with a Cloud based, SaaS delivery model

Deployment

More cost effective than traditional business analytics

Priced Right


Performance Center Business Benefits

Terminations by Reason Code

Performance Center provides a single view of Human Capital Management information

• Provides consumers actionable insight of data in source systems

• Clients can immediately see how to improve tracking of data and adjustments needed to base system configuration

• Integrated, Enterprise View of data versus using static siloed reports.

Client discovered that their termination reasons were either missing or too high-level.

Tracking this data at a more granular level will allow them to spot trends so they can improve hiring and

reduce voluntary terminations.

Use Case:



Performance Center Analytics Can Spotlight Issues Before They Become Problems

• Cost Containment – Excessive Overtime – Project Cost Overruns – Absenteeism

• Employee Retention – Identify High Performers – reward &

engage – Spot Employees At Risk – performance

ratings, tenure, movement in the organization, etc



Average Age by Organization

Drill-Down

• Large number of baby boomers leaving workforce, taking valuable skills with them

• Identify Successors • Identify Skills Gaps • Predict Hiring and Training needs

Workforce Planning



• Manage workforce with fact rather than gut feelings

• Back up HR actions with true analysis of workforce and business information

• View HR data within context of key Business Areas

• Link Department and Employee Performance to Business Goals

• Ability to assess the impact of talent on business performance and risk

Become a More Effective HR Leader


Q & A


Ben Hopkins, Product Marketing Mgr [email protected] Tel. +1 415-525-5540 pentaho.com

Kevin Dobbs, CEO [email protected] Tel. +1 510-336-0019 montclare.com

Janice D'Aloia, Vice President [email protected] Tel. +1 360-834-6780 momixpc.com

mailto:[email protected]




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