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© 2017 Epicor Software Corporation
HCM Positioning and Road Ahead
Nader El Hediny
Business Solutions Consultant
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 2
Today’s Discussion
# Topic
1 HCM Market Opportunity
2 Positioning Epicor HCM
3 Analyst Opinion
4 Road Ahead
5 Short Demo
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 4
HCM Global Market
► Global HCM market is forecasted to grow from $12.59 billion in 2016 to $19.88 billion by 2021, at a CAGR of 9.6%.
► Core HR solution is estimated to contribute the largest market share in the HCM suite.
► North America is expected to be the largest revenue generating region, followed by Europe, whereas APAC and Latin America are expected to be emerging potential markets for HCM solutions and services.
12,59
19,88
0
5
10
15
20
25
2016 2021
BN
USD
Year
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 5
APAC is expected to become one of the major adopters of HCM solutions by 2021 ► APAC is growing at the highest rate in comparison to other regions.
Moreover, Australia, Japan, Singapore, and China, are prominently adopting advanced technologies and solutions within the organizations to increase profits and enhance customer satisfaction.
► The adoption of emerging technologies and the economic growth of countries such as India and China are further driving the adoption of HCM solutions and services.
*RNR Market Research
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 6
Core HRMS Adoption By Size
2015-2016 HR Systems Survey conducted by Sierra Cedar
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 7
HR has a unique role to play in today’s world
► Technology is changing in an exponential rate
► People adapt quickly to new innovations
► Organizations are lacking behind due to old org structures and job designs
► Public policies which affect businesses are adopting technology at an even slower rate
2017 Survey conducted by Deloitte for Global Human Capital Trends
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 8
Top 10 Human Capital Trends
► Survey Covering more than 10,000 HR / Business leaders in 140 Countries
► 22% from large enterprises, 29% from mid size and 49% from small companies
► 31% from America, 51% Europe, MEA and 18% from APAC
2017 Survey conducted by Deloitte for Global Human Capital Trends
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 9
Trend Importance by Region / Industry
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 10
EMEA / APAC HCM Deals
► 19 Deals closed internationally
► Majority in ME – 11 Deals
14
5
EMEA APAC
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 11
Why Positioning HCM?
► NLR Value can be as big as E10 Deal or more in some cases
• Al Nabooda – $310K NLR (@ 55% Discount Rate)
► Dealing with few stakeholders
► Strong offering against mid market competitors
► Shorter sales cycle time
• Ghassan Aboud Group (<3M)
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 13
HCM Target Market
► HCM can be positioned across all sectors and Industries (Horizontal Offering)
• However the main positioning message is around our targeted industries
► Small to Mid Market Employee Size (Between 100 to 5,000 Employees)
• Al Nabooda (UAE- Construction) project is currently live with 16,000 Employees
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 15
Epicor HCM
iScala Payroll
Epicor HCM
From HR … and everything in between … ► Loosely coupled applications – Integration is available
with E10 ► Ultimate choice and flexibility ► Service Oriented Architecture (SOA)
Choice and Flexibility
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 16
Deployment Choice
► Full range of deployment options ► Flexibility to mix and match ► Options for growth
* Currently Hosted in America
On-Premise Perpetual
License
Hosted & Managed Perpetual
License
Hosted & Managed Subscription License
Epicor ERP
Epicor HCM
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 17
Technology
► Component oriented architecture ► All components are implemented in .Net using C#, Web components are
built using ASP.Net ► Browser independent ► Active Directory Integration ► Runs on SQL Server (2012 / 2014) ► SSRS Reports ► Query Builder, graphical reporting design tool for simple, repeatable
queries ► OLAP cubes launched in Microsoft Excel from application
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 18
Global Capabilities
Global Capabilities Details
Languages
• English
• French Canadian
• Spanish
Country Specific Functionality (CSF’s) • United States
• Canada
• United Kingdom
• Australia/New Zealand
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 19
Integration Touch points with E10
► Employee Synchronization
► Pay Hours Integration with E10
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 20
Payroll Capabilities
► Epicor HCM is integrated with ADP (Global Payroll provider)
► Can be integrated with iScala Payroll via HCM Link
► Can be offered with any partner payroll developed on top of E10
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 21
Sales Considerations
► Integrated Payroll module
► Integration with ERP
► Organization Planning and Budgeting
► Time and Attendance
► Local ability to implement/Support
► Localization and Translation (Arabic / Simplified Chinese …etc.)
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 22
Pricing Model
► Licensing • Based on number of
active employees
• 2 Manager users for every 100 active employees
• Purchase additional manager users if required
Priced by Active Emp. Band Named User Pricing Fixed Price
Core HR Employee Connect Link
Candidate Connect
Additional Manager User
CSFs
Position Control
Training and Development
Performance Management
Time Sheets
Org Publisher
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 24
Configurable Homepage
Entry point to application
Basic Authentication
Deferred Authentication
Easily configured by end-users
Quick links for managers to their people
Single secure UI for all users: HR admin, managers, employees and candidates
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 25
In-Context Role-Based Access
Quickly link to all related information and tasks for employees and candidates
Easy access to commonly used tasks
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 26
Employee & Manager Self-service Absence and PTO
Candidate
Employee
Benefits
Development
Health and Safety
Pay
Performance
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 27
Recruitment Search employees and candidates for suitable
qualifications
Requisition management
Evaluation tracking
Candidate direct-access
On-boarding process
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 28
Benefits Management Administer benefit plans
Direct access to manage and view benefits
Maintain medical information
Open enrollment & Self Subscription
Manage life events
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 29
Talent Management Performance Management - set goals and
monitor progress
Identify and manage training needs
360° reviews to obtain a more complete picture of performance
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 30
Reporting and Analytics Over 250 standard reports
Flexible reporting tools (Ad-hoc Queries)
Custom reports using Microsoft SSRS
Analytics with Microsoft Excel style pivot tables
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 31
Mobile Capabilities
Mobile friendly website for employees and managers
Out of the box self-service capabilities
• Company directory
• My people
• Approvals
• PTO
• Personal info
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 32
Return on Investment - Quantitative
Source: Cedar Crestone
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 34
TEC 2015 HCM for Midsize Enterprises Buyer’s Guide Epicor HCM examined for the various scales of midsize enterprises (100 – 1,000) & (1,000 – 5,000)
► This guide examines the functionality offered by HCM technology vendors for midsize businesses
► There are two comparison charts in this guide consisting of information supplied by vendors of some of the most popular HCM solutions on the market.
► These charts are intended to inform users about the technology available to them, as well as whether it is suited for smaller or larger midsize organizations.
Source: Technology Evaluation Centers, “TEC 2015 HCM for Midsize Enterprises Buyer's Guide,” April 7, 2015
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 35
Epicor HCM Appears for the First Time In Nucleus Research Talent Management Technology Value Matrix 2016, Entering the Expert Quadrant
Report highlights Epicor HCM strengths to include “out-of-the-box system comprising straightforward user interface and robust functionality scalable to company size and location” and “Epicor service representatives assigned to user to assist with implementations, customizations, and other issues.”
Epicor HCM Profile Epicor HCM appears for the first time in the Talent Management Technology Value Matrix. In July of 2016 Epicor announced an agreement to be acquired by KKR & Co. L.P., a multinational private equity firm specializing in leveraged buyouts. KKR worked with APAX Partners on the purchase. The acquisition was completed in September of 2016. Epicor HCM is tailored for the manufacturing, distribution, retail, and services industries. Comprising recruitment, onboarding, performance management, training, employee development, and succession planning, the talent management application is part of the full HCM solution (Nucleus Research q90 – WFM Technology Value Matrix 2016, May 2016).. Epicor currently offers the talent management application hosted, via SaaS, or on-premise.
Source: Nucleus Research, “Talent Management Value Matrix 2016,” By Barbara Peck and Brent Skinner, November 2016
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 36
Epicor HCM Positioned As “Expert” In Nucleus Research WFM Technology Value Matrix 2017
Epicor HCM
Remaining in the Expert quadrant is Epicor, which offers a cloud-based WFM solution as a part of an HCM suite that integrates with the vendor’s other solutions. This enables users to link WFM and HCM to other Epicor applications. Intended primarily for the manufacturing, distribution, retail, and services industries, functionality for WFM spans payroll, benefits administration, time and attendance, absence management, and scheduling. Through these modules, users can manage their compliance with employment law. Predictive and other analytics help to identify staffing needs and provide insight into trends, demand, and crisis staffing.
Epicor HCM has developed integration with the latest release of Epicor ERP, featuring ERP time and attendance integration among other new features.
Source: Nucleus Research, “WFM Technology Value Matrix 2017” April 2017
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 37
Gartner 2016 Market Guide for HCM Suite Applications Epicor HCM Product Profile
► Overview: Epicor HCM is available stand-alone or as part of a broad ERP suite that includes operational functionality for product- and service-centric organizations. Epicor HCM is targeted at North American-based multinationals. Approximately 425 organizations have deployed Epicor HCM across 150 countries, with most client's deployed on-premises. The HCM suite is built on Microsoft's .NET platform as one integrated database. • Functional coverage: Core HR management, benefits administration, employee and manager self-service,
workforce planning, talent acquisition, onboarding, performance appraisals, compensation management, career development, time and attendance, leave/absence management, task/activity management, succession management, learning management, and workforce analytics. Also available via partner: payroll.
• Functional gaps: HR case management, labor scheduling, and competency assessment. • Customer size: The majority have between 80 and 2,500 employees, but sizes range from fewer than 80 to
10,000. • Payroll localizations: N/A • Customer regions/countries: Approximately 85% of deployments are in the North American region, with
deployments also in Latin America, Western Europe, the Middle East, Africa and Asia.
► Industry vertical specialization: Specializes in manufacturing, distribution, retail, government and services.
► Delivery model: Offers both on-premises and hosted solutions. The hosted solution is deployable either via Epicor or partner, or via other private cloud.
Source: Gartner, Inc., “Market Guide for HCM Suite Applications,” March 10, 2016
“The market is experiencing a renewed
trend toward more HCM suite buying —
combining talent management or
workforce management functionality with core
HR on the same platform, as buyers
look to reduce integration challenges, offer a more uniform manager self-service experience, and take
advantage of easier, yet more in-depth,
reporting and analytics across the suite.”
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 39
•Improve the simplicity and ease-of-use of Epicor HCM:
•Expanded search capability for people and tasks
•Updated UI with simplified navigation and record creation by role
•Streamline applying patches through the HCM Patch Installer application
• Extended capabilities demanded by target industries, customers, and strategic regional locations: •Candidate Mobile Self-Service •Expansion into strategic, growth international markets •Modernized and simplified User Interface •Enhanced skills and training integrations with ERP •Training content management •Succession Planning
•Expand global and country specific capabilities to support customers as they expand into current priority geographies
•Maintain US legislative compliance
•Extend application framework for CSF creation
•Deliver enhanced mobile capabilities for employees, managers, and candidates through portal and app development
•Provide key partner integrations and tools to reduce costs of implementation and upgrades
Simplicity & Ease of Use Globalization & Compliance Visionary Technology Industry Excellence
HCM - Roadmap Themes
© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 40
Epicor HCM Roadmap Releases, dates & content subject to change
2017 2018/2019 2017
Expansion
Simplification
Globalization and Compliance
Digitalization
•Read-only role •Row-secured versions of routing history and audit reporting
•ERP Time import integration •ERP PTO export integration •CMS Automotive employee data integration •Broadbean Job Board integration •Absence Rule generator •Contingent beneficiary tracking •Waive all benefits option •Mass submittal of timesheets •Person identification enhancements
•Affordable Care Act Electronic Filing •Affordable Care Act 1094c Reporting •Affordable Care Act Client Test File Submittal
•Patch Installer •EXT.js client control upgrade to version 6.2
• Enhanced upgrade and installer tooling • UX enhancements phase 2
•Succession Planning module •Learning management integration •ERP Skills management integration •Conversion of existing employee/manager mobile portal to app •Mobile Timesheets •Mobile Benefits •Benefit Carrier Connector partnership integration •Benefit Plan Setup Wizard •Integration Template Loader enhancements
• Affordable Care Act reporting updates for 2017 and 2018 reporting years
• Vets 4212 reporting updates • EEO reporting updates • AAP reporting updates • Mexico CSF • Middle East Arabic language support
•Future Windows browser support •Future Mozilla and Google browser support •SQL Server 2016 support •Whole database archive processing
Business Theme
•Updated UX for navigation, presentation, configuration by role
•Mobile Candidate Self-Service •Benefit Plan Setup Wizard •Absence Plan Setup Wizard
•UK CSF compliance updates for leave and PTO •Updated EEO reporting for W-2 information •I9 reporting enhancements •Affordable Care Act 2016 filing updates •Government form electronic delivery for employees •Enhanced Affordable Care Act correction filling process •W-2 employee information import
•System performance improvements for large employee count customers •System security enhancements
Current Release – v5.11 Next Planned Release Future Initiatives