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© Copyright 2014 ADP, LLC 2
Who is ADP?
One of the world’s largest providers of business outsourcing solutions and services for…
Human Resources
Payroll
Benefits
Time & Attendance
Retirement Administration
Tax Payments & Compliance
Talent Management
© Copyright 2014 ADP, LLC 3
A Global Provider
625,000 clients in 100 countries– Over 80% of Fortune® 500 companies
– Over 90 Fortune 100 companies
Associates in 40 countries
4
ADP Fast Facts. . .
Industry Leadership
ADP pays 24 million (1 in 6) workers in U.S., and 10 million abroad … Moved about $1.5 trillion in U.S. client funds in 2014* Processed 53 million W-2s* in 2014
Administers benefits for nearly 10 million workers + 5 million dependents Hosts more than 2 million completed performance reviews 91.4% client retention in 2014* and average client tenure of 12 years #65 on Forbes’ “World's Most Innovative Companies” list in 2013
Our People
52,000 associates worldwide Provide service and support in more than 30 languages Manage 2,000+ tax agency relationships in U.S. and abroad
Financial Stability and Resources
Exceptionally strong AA rating by Moody’s® and S&P ®
Fiscally conservative – minimal long-term debt Dividends paid to shareholders continuously since 1974 $10.3 billion in revenue* – ~234 in the 2014 Fortune 500**
*ADP’s Fiscal Year 2014, ended June 30; excludes ADP Dealer Services revenue** Approximate estimate based on restated revenues post Dealer Services spinoff
© Copyright 2014 ADP, LLC
Client Service Representative (CSR) Ecosystem
Corp Apps
Knowledge AppsLine of
BusinessApps
167 Separate Applications / Tools
Multiple Logins, No Single Dashboard, Context Switching
Business Transformation – The ADP Way
Tax COE Transformation
Kaizen on CSR experience
CSR Experience
Client Experience
Enable transformation with Service Portal
Single point of entry Eliminate need for multiple apps
Tax Center of Excellence Strategy
8
Proactively correct Tax issues and missing data before
they effect Client filings
Direct Client access to Tax Knowledgeable
associates when needed
Build organization around a model of associate
collaboration focused on driving productivity improvements
Tax Processing
Drive timely deposits & first
time filing acceptance
Tax Proactive
Drive Client Profile accuracy
Tax Direct
Access to Tax knowledgeable
associates
Amendment Services
Timely and accurate
amendments
Tax Resolution
Jurisdiction specific
knowledge
Tax Enablement
Accountability for delivering on
organizational objectives
Overall Goal
Create a single shared service organization that provides consistent high quality Tax services across all of ADP’s businesses that uses transformational change and improved delivery of clients expectations in order to differentiate ADP in the market.
Functional Groups
Functional Objectives
Simplify • Innovate • Grow
Build an organization around associate
collaboration focused on driving productivity improvements for our
clients
Service Portal Vision & Goals
Goals
Intuitive composite app
Training time
Attrition
Service quality
Associate efficiency and effectiveness
New ADP Product design & Ux principles
Vision
Create an intuitive role-based portal experience that provides associates with essential data and tools to get their job done
Key Service Portal Capabilities
Client info snapshot
o Client details & contacts
o Case history
o Prior survey results
Agent phone integration
Tax dashboard
o Federal
o State
o Local
Social Collaboration
o TaxU
o TCoE
Social Q&A
Search across
o SharePoint
o ADPWorks
Single sign-on
Access to common tools
New Service Portal Stack & New Team
Ux Developers Ux Designers
API Developers SharePoint 2013 Developers
MongoDB/ETL Developers
Infusion
User Experience & App Dev Foundation
SharePoint 2013 for rapid app dev
VDL as user experience framework
AngularJS for efficient client side scripting
Web Services Foundation
Node.JS
Efficient
Non-blocking
Event driven
Extensible
Scalable
RESTful APIs
ADP REST API Standard
HTTP based
Stateless
Simple & open
Efficient
Data Aggregation Foundation
Schema-free
Native JSON support
Document oriented
Extensible
Scalable
Expertise driven by Infusion
Specific Challenges MongoDB Addressed
Data aggregation layer & ETL target
Schema-free data storage
Extensible data representations
Forward data cache
Reduce data access latency
SOR connectivity issues
Loosely couple Ux from SORs
Compatibility with RESTful APIs
From SQL
DB2 SQL STATEMENT FROM SOR
YUCK!
SELECT
A01.FIELD1, A01.FIELD2, S01.FIELD3, S01.FIELD4, TA14.FIELD5,
TA14.FIELD6, …
FROM AO1, S01, TA14, ...
INNER JOIN ... INNER JOIN ... JOIN …INNER JOIN … INNER JOIN …
INNER JOIN ... JOIN… LEFT JOIN …
WHERE …
To APIs with NodeJS & MongoDB
http://api.adpcorp.com/crm/v1/clients/{:co}/{:reg}
Simple NodeJS Query via MongoDB
To JSON – Bottom to Top
http://api.adpcorp.com/crm/v1/clients/{:co}/{:reg}
JSON > MongoDB > Node.Js > AngularJS