First Data HR Transformation story

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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

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    Revenue Production by Team

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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

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    Automated Project Labor Consumption

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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