Lessons Learnt from Implementing OrgChart & OrgAudit

Presented by

HR Operations Manager, HR Shared Services

Monday 25th November 2013

11.45 – 12.30

In This Session ...

This case study presentation explores how and why

Kingfisher Group (incl. B&Q)

chose to implement

SAP Org Visualization by Nakisa (SOVN)

OrgChart and OrgAudit

to visualise and pro-actively audit its

SAP ERP HCM organisational data and share some lessons learnt along the way.

Agenda

Background

Choosing to Implement

Organisational Charting

Data Quality

Lessons Learnt

Wrap Up

• Our needs

• Our choices

• Our experience

• Your questions

Agenda

Background

Choosing to Implement

Organisational Charting

Data Quality

Lessons Learnt

Wrap Up

• Kingfisher Group / B&Q

• IT & HR Operations

Who are Kingfisher Group?

~32,000 £3.7Bn (2013) 360 Stores

IT & HR Operating Model

• Kingfisher IT Services (KITS) – High level of system and document control.

• Core HR, payroll & commission data for all employees: – SAP ECC 6.0 EhP6.

• Multiple other (non SAP) HR systems – KABA clocking. – Recruitment . – Learning.

– CRM. – Workflow to contractual data.

Agenda

Background

Choosing to Implement

Organisational Charting

Data Quality

Lessons Learnt

Wrap Up

• Why?

• What?

• Who?

Choosing to Implement – Why?

“Every business function will

have direct costs associated

with poor data quality.

Investments in enterprise

systems are at risk if the

quality of data is poor.”

Gartner

Choosing to Implement – Why?

Goal Reason (Why?)

#1 Single source of truth • Avoid off system documents being maintained and used.

• To validate org structures to improve data quality.

#2 Ensure accurate authorisations. • System access is based on their job • (as recorded in SAP HR)

#3 Improve impact of poor HCM data by prioritising data quality activities.

• To assign resources to data quality issues that cause the most negative impact

#4 To communicate org structures. • To help improve internal communications, align processes and support strategic planning.

#5 To continuously and objectively measure the quality of HCM data.

• To reduce costs associated with ad hoc data corrections, to provide a confident data set of strategic planning and to maintain business confidence in the use of HR data and processes.

• SAP Org Visualization by Nakisa (SOVN)

– OrgChart to visualise entire structure – OrgAudit for proactive HCM data health check

Choosing to Implement – What?

Runs on SAP NetWeaver (Java)

Sold & supported by SAP

Intuitive web based interface

Four modules in suite • OrgChart • OrgAudit • OrgModeler • TeamManager

Choosing to Implement – Who?

Gathering Requirements

Listening to HR business partners and org management SME’s.

Aimed to keep close to standard deployment.

Seek good practice input from our implementation partner.

Identify users and their roles to confirm security.

Agenda

Background

Choosing to Implement

Organisational Charting

Data Quality

Lessons Learnt

Wrap Up

• Our Requirements

• Solution ‒ SOVN OrgChart

Start with the Foundation

Effective organisation management begins with

a clear picture of the enterprise: the org chart…

SOVN OrgChart Functionality

• Real-time connectivity to SAP HCM org & reporting structures. • Easy to use for all employees with graphical, dynamic navigation. • Analytics presented within the context of the org structure.

SOVN OrgChart Functionality

• Real-time connectivity to SAP HCM org & reporting structures. • Easy to use for all employees with graphical, dynamic navigation. • Analytics presented within the context of the org structure.

Printing!

Export to PDF!

SOVN OrgChart Functionality

• Real-time connectivity to SAP HCM org & reporting structures. • Easy to use for all employees with graphical, dynamic navigation. • Analytics presented within the context of the org structure.

Printing!

Export to PDF!

Organisational Chart Solution

• SOVN OrgChart 3.0 SP3. – Deployed alongside ECC 6.0 EhP6 upgrade project.

• Single application covering 3 org structures:

– Kingfisher Group. – Kingfisher IT Services. – B&Q.

• End user access via web browser for HR users.

– Authentication against SAP.

SOVN OrgChart – Org Hierarchy

Position Reporting Hierarchy

Position Reporting Hierarchy

SOVN OrgChart - Views

Org Units

Positions

SOVN OrgChart - Analytics

SOVN OrgChart - Details

Org Unit

Position

SOVN OrgChart - Searching

Search option, operator and criteria

OrgChart Useful Features

• Easy to use and engage with others

• Start at user’s own root.

• Personalise – Save own structure hierarchies. – Save your own preferences (including for exporting).

• Printing & Exporting as Image / PPT / PDF. – Interactive ChartBook.

Agenda

Background

Choosing to Implement

Organisational Charting

Data Quality

Lessons Learnt

Wrap Up

• Our Requirements

• Solution ‒ SOVN OrgAudit

Data Quality

What’s the true cost of bad data?

$611 Billion a year The Data Warehousing Institute

Audit Requirements

Enter Data into HRIS

Resolve errors

Feed HRIS data into

tool

Identify errors

Resolve process issues

Identify process issues

Audit Requirements

Enter Data into HRIS

Resolve errors

Feed HRIS data into

tool

Identify errors

Resolve process issues

Identify process issues

• Integration to SAP HCM org & reporting structures. • Easy to use. • Data errors within context of the org structure. • Configurable rules.

Audit Solution

• SOVN OrgAudit 4.0 – Deployed on same infrastructure as OrgChart.

• For HR Professional users only.

• Access via URL in web browser.

– Authentication against SAP.

• 25 Rules to target OM and PA “errors”.

• Rules are categorised and weighted.

Auditing SAP HCM Data in OrgAudit

Reported Errors Extract

Apply Rules

Applied Changes

Visualize in OrgAudit

Users view and manage errors

Log Errors

SAP HCM Data

OrgAuditData

Repeat cycle to reduce errors over time

SOVN OrgAudit - Views

Errors by type / severity / quantity

SOVN OrgAudit: Hierarchies

Org Unit

Company Code

SOVN OrgAudit: Position to Position

SOVN OrgAudit: Screenshots

Searching – lots!

Drill through for details on any error

SOVN OrgAudit: Analytics

SOVN OrgAudit – Useful Features

• Monitoring.

• Scoring – weighted by rule.

{

Scores – Traffic light colours

Agenda

Background

Choosing to Implement

Organisational Charting

Data Quality

Lessons Learnt

Wrap Up

• Tips

• Expectations & Aspirations

Lessons Learnt - General

It’s a visual tool so get sight of the solution early.

The devil is in the detail.

• Understand technical field mappings and rules for displaying.

• Understand any non-standard elements in your system.

Know the timescale – give it focus and attention.

Lessons Learnt - OrgChart

Agree what is sensitive data early.

Photos – technology can do it, sometimes harder to collect or garner organisation’s willingness to use.

The tool only shows what is in SAP – it’s a catalyst for change, not the instrument of change.

Lessons Learnt - OrgAudit

Spend time on the rule definitions.

Carrot or stick consideration to how to use.

Delegate responsibility for different areas of the organisation.

Hopes for the future

Extend use of OrgChart into wider user community.

OrgAudit functionality “Ignore” status.

Drill through error counts.

Internal

Product

Agenda

Background

Choosing to Implement

Organisational Charting

Data Quality

Lessons Learnt

Wrap Up

• Summary

• Q&A

Wrap Up

Use the SOVN tools as part of a business

solution, not as a stand alone tool – it’s part of an HR solution not just an IT one.

Take Away #1

Whilst they are intuitive visual tools, give them

your focus to gain the benefits quickly.

Take Away #2

Your Turn…

QUESTIONS

Kingfisher Group www.kingfisher.com SAP Org Visualization www.sap.com Nakisa www.nakisa.com ROC www.roc-group.com/nakisa

Find Out More…