Don’t Due Diligence Yourself to Death 5 Ways to Select an HR Software Solution Lauren Williams,...

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Circle, Big Ben, Parliament  Wheel of demos  Investigate every. Single. Option.  Don’t ask for help

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Don’t Due Diligence Yourself to Death

5 Ways to Select an HR Software SolutionLauren Williams, PHR, Sr. HR SpecialistFrontline Technologies, LLCSeptember 17, 2015

Green Light to Search for HRIS

Circle, Big Ben, Parliament Wheel of demos Investigate every.

Single. Option. Don’t ask for help

1. Areas of necessity Determine what is MOST

important to your organization Conduct interviews with various

key players from your organization

(this will also help to gain future buy in for your solution) Include IT – they are your friends

2. Key Stakeholder – find one!You will need someone internally to rally around your cause

They must see and feel the need for a solution (CFO, CEO, VP of Finance – not HR and preferably a numbers guy)

3. Ask the Vendor the RIGHT QuestionsWhat is your customer retention?Why do you lose customers?What is the biggest feature that you wish the software had, but doesn’t?Do you use your own software internally?Will this solution grow with my organization?We use x,y,z for our current process – how will your solution save me time and resources?

4. Referral CallsWhere the Rubber meets the Road:Make sure you listen more, talk less – allow the person to share their experience whether or not it relates to you todayDon’t settle until you speak with at least 3 to 5 individuals for each software solutionKeep the contact information of the people you speak to- you might need it later

Don’t forget LinkedInRely on your network for information, referrals and recommendations

These are people who you know and trust

They also know you and can speak your language (i.e. they may have already gone through a similar project and can provide resources, questions, answers)

5. Pursue Excellence not Perfection

Make a selection and stick with itGo with your gut instinct – it’s usually right

Have key stakeholder support

Communicate the decision to those involved in the process

Discussion and Questions

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