Engagement Plan

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As Human Capital Management (HCM) technology and strategy has evolved, the process of evaluating HCM providers has become more complex. Yet, the opportunity to deliver strategic workforce optimization for your organization is now within your reach. Through our experience, participating in thousands of decision processes with our clients, we have identified common themes and best practices, summarized below, that can help guide your vendor evaluation and selection.

As you contemplate the HCM buying process, consider how it might be transformed from a complex and cumbersome task to a strategic process that helps move your organization closer to achieving your business outcomes. ADP® is your trusted advisor and is uniquely qualified — through our commitment to innovation, service excellence, and client collaboration — to be the vehicle that gets you there.

ADP delivers the broadest, most comprehensive portfolio of HCM services — making us well suited to help you maintain ongoing global compliance, gain greater insight into your employees, and manage your workforce in a holistic manner. All of this goes a long way toward helping you realize your organizational goals — not the least of which is deriving the most value from your human capital investments.

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Internal Business ConsiderationsADP, in collaboration with the Corporate Executive Board, has identified several categories we believe will be helpful as you navigate the HCM buying process. Following are a few categories to consider.*

Determine Overall Business Outcome. We often engage in projects where our clients have decided to invest in a new technology solution, but have not yet identified the business driver for change. We see a growing list of organizations that invest heavily in the process for change but, without a clearly defined business outcome, they are unable to justify the investment (in dollars and people). Having a clearly defined outcome for the project will help guide the decision-making process, help ensure a successful implementation, and ultimately result in a satisfied organization.

Construct a Plan. Once an overall outcome has been established, having a clear plan of action is critical for project success. Plan considerations may include:

• Determine the overall project scope.

• Identify current systems and vendors that may be improved, modified, or removed.

• Develop the overall budget and project to justify the project financially.

° Total Cost of Ownership (TCO) study on current infrastructure and processes.

° Return on Investment (ROI) of new project.

• Assign a project team and leader (both for vendor consideration and overall implementation) and determine if these resources are available internally.

• Evaluate current business projects/ initiatives that may compete for the same resources. This will help drive the overall project time line.

Confirm Internal Stakeholders and Identify Potential Business Challenges. In addition to the initial project team and directly impacted staff (HR, payroll, benefits, recruiting, talent management, finance, etc.), identify which business unit leaders may be impacted by the project and the potential change. We recommend identifying these stakeholders and engaging them early in the project. Don’t forget to engage legal resources, too.

Establish Common and Negotiable Ground. Once the plan is constructed, a team assigned, and stakeholders identified, it is imperative to establish the priorities and objectives. Cost will undoubtedly be an important consideration. We recommend identifying the other critical priorities that can be agreed on early in the project. A few examples might be: employee data security requirements; one vendor/one platform vs. a multiple-vendor approach; and vendor reputation (third-party studies, business stability, etc.).

Secure Stakeholder Commitment. Once the team has identified a recommended vendor and solution, help ensure that the initial plan is still viable — including project scope, time line, and team.

CEB is a best practice insight and technology company. In partnership with leading organizations around the globe, we develop innovative solutions to drive corporate performance. CEB equips leaders at more than 10,000 companies with the intelligence to effectively manage talent, customers, and operations.

*Source: CEB, Driving Customer Consensus, Arlington VA, 2014.

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Perform Beyond Expectations You’re looking for a clear path to managing the financial and HR processes so vital to your business. We can pave that road for you. We will deliver a personalized workforce optimization solution that meets your unique business challenges. We will provide you with the expertise, tools and resources to maximize your organization’s HCM investment.

DATE

Engagement PlanCompany Name:

InITIAL MEETInGSets the stage for change management and criteria for a successful HCM strategy/implementation.

AnALYSISGain a clear understanding of your current business processes and technology infrastructure, and discuss key business drivers and expectations for a future HCM project.

SoLUTIon ALIGnMEnTDiscuss the key findings from the discovery session and mutually prioritize your HCM goals, expected outcomes, and proposed solution outline.

SoLUTIon AGREEMEnTThe proposed solution and services will be presented in detail.

PRoPoSAL REVIEWFace-to-face meeting where all components of the proposal are reviewed and discussed.

WoRk THRoUGH ConTRACTUAL TERMS

IMPLEMEnTATIon kICkoFFFacilitates a successful start by transforming your key HCM objectives in an obtainable and efficient plan for execution.

Go LIVE

EnD oF FISCAL YEAR:

oTHER:

IMPORTANT DATES

ADP has a team of experts ready to help — Strategic Advisory Services (SAS). SAS provides organizations with insight, actionable ideas, and added-value support to help you execute your HCM strategy. our SAS experts will lead you through the steps of this Engagement Plan from the initial meeting through implementation kickoff. They will remain a part of your team until the Go Live phase; ensure you have the help you need to execute your HCM strategy; and engage all stakeholders along the way. To learn more, please contact your local ADP Representative.

For more information about ADP, visit adp.com/human