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1 | © Copyright 2011 | First Data Corporation © Copyright 2015 | First Data Corporation Alison McGuinness HR Director Lars Luedemann ERP Director February 2015 Leveraging PeopleSoft Technology to drive Global HR Transformation

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  • 1| Copyright 2011 | First Data Corporation Copyright 2015 | First Data Corporation

    Alison McGuinness HR Director

    Lars Luedemann ERP Director

    February 2015

    Leveraging PeopleSoft Technology to drive Global HR Transformation

  • 2| Copyright 2011 | First Data Corporation

    Project TeamGlobal PeopleSoft Project Team

    Alison McGuinness Project Manager

    Based in Basildon, UK

    Over 15 years experience working with Global technology

    companies including 9 years at First Data

    Experienced Project Manager and User of PeopleSoft

    Responsible for overseeing key project milestones from Discovery

    Phase through to deployment PLUS payroll transition to SymBPO

    Alison McGuiness

    Lars Luedemann Time & Labor Track lead, Project Manager HR

    Portal, HR Technology Governance process Owner

    Based in Frankfurt, Germany

    Joint FD 6 years ago as Senior Reporting specialist

    Previously worked as Business Analyst with a Global technology

    business implementing HR Software

    Responsible for leading the Time & Labor Track from Discovery

    through Deployment

  • 3| Copyright 2011 | First Data Corporation

    Company Overview

  • 4| Copyright 2011 | First Data Corporation

    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.

    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.

    First Data Overview

    Lars Luedemann

  • 5| Copyright 2011 | First Data Corporation

    First Data has grown quite aggressively though acquisitions

    We are now operating out of 40 countries around the world covering all continents, with approximately 24,000 employees

    First Data was acquired by the private equity firm Kohlberg Kravis Roberts & 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

    First Data Overview

    Lars Luedemann

  • 6| Copyright 2011 | First Data Corporation

    The PeopleSoft Project

  • 7| Copyright 2011 | First Data Corporation

    Leveraging PeopleSoft Technology to drive Global HR

    Transformation

    This session will share the First Data journey so far, how

    implementing PeopleSoft 9.1 has helped shape policy

    harmonisation, business process re-engineering, vendor

    management and Self Service tools to change the minds and

    culture of First Data across its global business.

    IntroductionAlison McGuinness

  • 8| Copyright 2011 | First Data Corporation

    Project Connect & HR Transformation

    Alison McGuinness

  • 9| Copyright 2011 | First Data Corporation

    Enabling our Transformation Data View

    Sources of Operational data

    Canned reporting

    Ad hoc reporting

    One- off analytics

    Drop-drag parameters

    Revenue Production by Team

    0

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    Revenue Production by Team

    0

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    Sales DistributionSales Distribution

    Q1 Q2 Q3 Q4

    Quarterly Sales

    Q1 Q2 Q3 Q4

    Quartery SalesPeopleSoft

    HR Analytics

    No single source of truth for employees and contractors

    Data integrity issues

    Focus on reporting data rather than providing business analytics

    Highly manual data collection and mining efforts

    Transform fragmented

    data into actionable

    information

    Better linkage to

    financial data

    Visibility into true

    employment costs

    Enable manager self-

    service reporting

    Current State:

    Future State:

    Standard reporting

    package

    Read-only capability

    Lars Luedemann

  • 10| Copyright 2011 | First Data Corporation

    Enabling Our Transformation Process

    View

    Consistent employee and manager experience

    Consolidated and standardized processes and

    technologies across geographies

    Process owner accountability & appropriate controls

    Robust self-service tools

    221133

    Standardize tools, core

    business processes and

    policies and realign across

    geographies

    rather than by

    geographies

    Implement appropriate process

    ownership, governance, and

    ongoing monitoring process

    Deploy integrated talent

    management

    technology with self

    service capabilities

    Custom Project Translation

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    Custom Project Translation

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    Disjointed employee & manager experience

    Inconsistent business processes not properly

    integrated with corporate systems

    No true process owners or accountability

    Current State:

    Future State:

    Payroll Processing

    Greece Japan US

    Lars Luedemann

  • 11| Copyright 2011 | First Data Corporation

    PeopleSoft 9.1 at First Data

    Global Payroll Project

    includes:

    Global Payroll

    Time & Labour

    Absence Management

    Base Benefits

    Self Service

    Lars Luedemann

  • 12| Copyright 2011 | First Data Corporation

    Alison McGuinness

  • 13| Copyright 2011 | First Data Corporation

    Spreadsheets

    Paper Records

    Manual systems

    Local

    Absence

    Tools (OOO)

    Current State

    Employee Manager

    Local Payroll

    System and/or

    Spreadsheet

    Typical admin transactions

    Change of address

    Overtime request

    Holiday request

    Supervisor Change

    Change to work pattern

    PeopleSoft

    captures HR

    Core Data

    Time & Labour

    Tools

    Self Service

    Tools (PDMT)

    Alison McGuinness

  • 14| Copyright 2011 | First Data Corporation

    PeopleSoft 9.1

    PeopleSoft 9.1: Future State for all countries

    ESS MSS

    PeopleSoft

    Global

    Payroll

    PeopleSoft

    Core HR

    PeopleSoft

    Time &

    Labour

    PeopleSoft

    Absence

    Management

    PeopleSoft

    Base

    Benefits

    Alison McGuinness

  • 15| Copyright 2011 | First Data Corporation

    Project Phases

    Switch

    Payroll

    FINISH

    PS 9.1

    Design

    PS 9.1

    Discovery

    PS 9.1

    Build

    PS 9.1

    Test

    PS 9.1

    Deploy

    Payroll

    Discovery/

    Design

    Payroll

    Test/Build

    Payroll

    Deploy

    START

    Part 1 PS deployment

    Part 2 Payroll Outsourcing

    Lars Luedemann

  • 16| Copyright 2011 | First Data Corporation

    Typical journey to complete a countryFor each track (Global Payroll, Time & Labour, Absence Management, Base Benefits and Self Service) we have to

    do the following:

    8 months

    Lars Luedemann

  • 17| Copyright 2011 | First Data Corporation

    Program StructureLars Luedemann

  • 18| Copyright 2011 | First Data Corporation

    Rollout Name Countries included PS Modules Payroll Outsourced Status

    GP1 Hong Kong, Malaysia,

    Singapore

    Self Service

    Absence Mgt

    Global Payroll

    Yes LIVE

    June

    2013

    GP2 Australia, Serbia,

    New Zealand,

    Self Service

    Absence Mgt

    Global Payroll

    Time & Labour

    Australia Outsourced LIVE

    May

    2014

    GP3 China, Italy, Korea Self Service

    Absence Mgt

    Global Payroll

    Time & Labour

    China & Korea

    planned for Q3

    Go Live

    April

    2015

    GP4 Greece, India Self Service

    Absence Mgt

    Global Payroll

    Time & Labour

    India in scope Go Live

    Q4 2015

    GP5 GP10 EMEA, Latin America

    Approx. 27 countries in

    scope

    Self Service

    Absence Mgt

    Global Payroll

    Time & Labour

    TBD no

    later than

    end 2016

    Program ScheduleAlison McGuinness

    Project Start March 2011

  • 19| Copyright 2011 | First Data Corporation

    ChallengesAlison McGuinness

    Resource (SMEs/IT/Project Team) -

    availability/burnout

    Language capability of In Country SMEs

    Project Duration Start/Stop, Ageing

    Requirements

    Remoteness/Lack of Face to Face

    opportunities

    Access to Developers

  • 20| Copyright 2011 | First Data Corporation

    Feedback from Serbia

  • 21| Copyright 2011 | First Data Corporation

    PeopleSoft Implementation - Serbia

    Manual, time consuming, paper based processes

    Employees completed paper based forms, managers approved absences & signed hard copies, approved overtime, prepared work schedules for shift employees

    HR Ops manually prepared different files for absences, overtime payment, calculated working hours for shift employees on a monthly basis

    Lots of queries received on absences: remaining days, carry over days

    Manually prepared payroll report to send to payroll provider

    A lot of time spent on administrative tasks, such as archiving, distributing forms, collecting approvals, answering queries

    Online, automated, simplified processes

    One database, all data at one place

    Less time is spent on administration

    Historical data, everything is recorded in the system

    Ready reports with visible approval for HR records

    Availability to export standard reports to send to payroll provider with eliminated risks for errors

    Increased Manager core responsibility, self dependency

    Higher levels of security: the risk of loss is minimized and confidentiality is better protected

    ESS: correct & accurate data, timely update

    HR Ops time spent on

    payroll activities has been

    reduced by at least 30%

    Population: 80 employees

    Average Age: 35

    Average Years of Service: 6

    years

    Alison McGuinness

  • 22| Copyright 2011 | First Data Corporation

    Feedback from Employees/Managers

    Well do

    HR work!

    It will take

    up a lot of

    my time

    I dont

    know how

    to use it!

    System is

    very slow!

    What does it

    mean for

    me?

    Why change

    the current

    processes?

    Im sure it

    will not

    work

    Like my job

    wasnt

    complicate

    d enough!

    How can

    this make

    my life

    easier?

    Alison McGuinness

  • 23| Copyright 2011 | First Data Corporation

    Feedback From Employees/Managers

    It feels great not to use hard

    copies! Everything is automated!

    I have access to my teams data

    any time!

    It was difficult to use in the

    beginning, but testing and training

    has helped

    The system can be really slow at

    times

    Fast Approval flow!

    Its easy to use!I can find all my

    data at one place!

    Its great to use advanced

    technology!

    Alison McGuinness