SAMPLE Select and Implement an HR Information System Tailor your HRIS selection based on your needs rather than industry trends. McLean & Company is a research and advisory firm providing practical solutions to human resources challenges via executable research, tools and advice that have a clear and measurable impact on your business. © 1997 - 2016 McLean & Company. McLean & Company is a division of Info-Tech Research Group SAMPLE Learn about becoming a member

Our understanding of the problem Does your organization have an HRIS strategy or mandate aligned to organizational and HR goals? Have you identified a project sponsor? Have you gone through an assessment of needs, gaps, and expectations for the HRIS before exploring the market? Do you currently have an HRIS deployed within your organization? Are there multiple solutions addressing HR needs? Are organizational changes driving the need to explore a new solution? IT teams charged with exploring the HRIS market HR and business teams going into the selection or early implementation phases of an HRIS project Organizations looking to review or change a specific component of HRIS Understand the HRIS market and the type of functionality vendors provide Assess your organizational needs through a use-case lens Prepare for the selection and implementation stages of your project and interactions with vendors SAMPLE

Executive summary SAMPLE Your organization is in the midst of a selection and implementation process for a human resource information system (HRIS), and there is a need to disambiguate the market and arrive at a shortlist of vendors. A shortlist of vendors has been identified, and an informed decision needs to be made not only to select one (or more) of the solutions but also to adequately prepare for a successful implementation process. Market complexity should not equate to decision complexity. Navigating a complicated and diverse HR market will help organizations with making more informed buying decisions No single HRIS will satisfy all needs. Thinking about the system will be used within the organization can be more important than selection itself HRIS is a business initiative, make project success a shared responsibility. System integrators are a resource, but ownership resides internally There is a multitude of solutions positing to provide strong capability in most areas of functionality. Differentiating between the solutions is difficult and going through a lengthy RFX process with all vendors is an inefficient approach in terms of time, effort, and cost. There are many unstructured opinions, casting a shadow of ambiguity on the entire process, bogging down decision makers in wasteful analysis paralysis. Follow a structured and accelerated approach to launch your HRIS project, filling in knowledge gaps in an organized way to prepare your organization to make an informed decision. Explore the vendor landscape to understand the HRIS space, familiarizing yourself with the major players in the space and the type of capability being offered. Benchmark your shortlist of vendors with the industry champions in the different use cases and evaluate how they fit with your organization’s identity and needs. Acquaint yourself with the standard steps in the process to inform decisions related to successfully implementing your solution of choice. Fast-track selection and preparation for implementation with a proven business-partnered methodology. SAMPLE

Guided Implementation McLean & Company offers various levels of support to best suit your needs Guided Implementation “Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track.” DIY Toolkit “Our team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful.” Workshop “We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place.” Consulting “Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project.” Diagnostics and consistent frameworks used throughout all four options SAMPLE

Plan to Implement Solution This blueprint walks you through the following steps to help you select your HRIS 1.3 Gather requirements and document architecture 3.1 Create product specific architecture 1.1 Understand HRIS technology 2.1 Analyze vendors in the HRIS market 3.1 Plan configuration and deployment 1.1 Assess organizational readiness 3.1 Create governance plan 2.1 Shortlist vendors 3.1 Develop HRIS deliverables 2.2 Select your vendor 2.1 Conduct a proof-of-concept and evaluate vendor solutions 3.2 Evaluate project metrics 1.2 Structure your project Locate your starting point in the research based on the current stage of your project Milestones Effort Importance Phase Low Average Launch Your Project Select Solution Plan to Implement Solution Greater Major Milestone High SAMPLE

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Follow McLean & Company’s methodology for selection and implementation Prior to embarking on the vendor selection stage, ensure you have set the right building blocks and completed the necessary prerequisites. Our enterprise applications program covers the application lifecycle from the strategy stage, through selection and implementation, and up to governance and optimization. The implementation and execution stage entails the following steps: Define the business case Gather and analyze requirements Build the RFP Conduct detailed vendor evaluations Finalize vendor selection Review implementation considerations 1 2 3 4 5 6 A critical preceding task is developing a strategy that makes the case for the HRIS procurement and creates alignment with corporate objectives. Use the HR Information System Readiness Assessment Checklist to ensure you have completed the necessary steps. SAMPLE

Identify milestones for each of the three stages to track your progress Launch the HRIS Project and Collect Requirements Phase 1 Align HR goals with corporate objectives Develop a strategy for the procurement and implementation of HRIS Elicit and document HRIS requirements from different stakeholder groups Select Your HRIS Solution Phase 2 Complete and publish the request for proposal Evaluate vendor responses Develop vendor demonstration scripts Score vendor demonstrations and shortlist viable vendors Select the final product Plan Your HRIS Implementation Phase 3 Develop an HRIS implementation plan Develop a data migration strategy Determine project metrics to measure and track success SAMPLE

2.1 Review McLean & Company’s Vendor Landscape of the HRIS market to identify vendors that meet your requirements Vendors Evaluated Each vendor in this landscape was evaluated based on their features, product considerations, and vendor considerations. Each vendor was profiled using these evaluations and based on their performance, qualified and placed in specific use-case scenarios. SAMPLE

McLean & Company Helps HR Professionals To: Empower management to apply HR best practices Develop effective talent acquisition & retention strategies Build a high performance culture Maintain a progressive set of HR policies & procedures Demonstrate the business impact of HR Stay abreast of HR trends & technologies  Sign up to have access to our extensive selection of practical solutions for your HR challenges Learn About Becoming a Member " Now, more than ever, HR leaders need to help their organizations maximize the value of their people. McLean & Company offers the tools, diagnostics and programs to drive measurable results." – Jennifer Rozon, Vice President, McLean & Company Toll Free: 1-877-281-0480 hr.mcleanco.com SAMPLE