Marcus Baker: People Analytics at Scale

E
PA Camp December 2022
People
Analytics at
Scale
Building analytics beyond the analyst to foster
organization-wide impact through actionable workforce
insights.
Marcus Baker
01
Agenda
Principles of Scale
02
The Business Context
03
Build or Buy
04
The Platform
05
The Product
06
Take Action
$
What do we mean by scale?
We hire people to
interpret, solve, &
action
.

We utilize tools to do.
Data Architecture Standardization
Documentation Repeatability
80/20 Rule
Business Impact
Agility Ease
Lay a strong foundation
Collect Robust
Requirements
Bring all the players to the table. Truly
understand what they need and get
them to understand what it will take to
deliver it
.

Have end-users, data stewards, and
subject matter experts elaborate on what
data they have and what data they trust,.
Make complex thing
s

simple
A complicated, hard to interpret, and
convoluted to measure, metric is often of
less value to the organization, even if its
in vogue
.

Simple metrics sell. Simple metrics
drive action. Simple metrics connect
data to reality.
Say no to scope creep
Agree to a path, develop a plan &
timeline, and stick with it
.

Your resources are limited so its better to
build a high quality, narrow scoped
product out the door than a low-quality
wide scoped one.
Adaptability
The business context is always changing.
As People Analytics practitioners we need to
be ready to adapt and meet our customers
where they are at.
Goal-Oriented
We need to help the business attain its
goals, if we’ve lost sight of their goals they
lose interest in our Products.
Ef
fi
ciency Matters
Leaders want to get the most out of their
workforce. Workers want to get the most out
of their role and organization. Data can help
them both - a win win.
Customer
fi
rst
Customer
fi
rst means we put the customer at
the center of the products we build -
frequently involving them in the design,
development, and maintenance process.
The Business Context
2022
To Buil
d

O
r

To Buy
A lot of considerations…
Ask yourself:
Does my organization have a lot of custom metrics
they are unwilling to change?
01
Does my organization already have suf
fi
cient
insights to hold them over or do they need more
information right now?
02
Does my organization have its data ready and
cleaned for plug and play analytics?
03
Does my organization have the right technologies
to take advantage of?
04
?
The Build Tech Stack
Source Systems Data Platform Products
Common Tools and
Tech to Build
When you build from the ground up you need to be able to
aggregate, clean, analyze, and visualize the data on your own.
- AWS (S3; Redshift)
- Azure
- Snow
fl
ake
- Starburst Trino
- Air
fl
ow
- Snow
fl
ake
- Starburst Trino
- DataBricks
- JupyterHub
- RStudio
- Tableau
- Looker
- PowerBI
- Qlik
- Google Data Studio
Data Platform Tools Analytics Platform Tools Analytics Product Tools
The Buy Tech Stack
Source Systems Products
Common Tools and
Tech to Buy
When you buy you need to be prepared to implement the
solution, which can take weeks to months. You need to have
your data prepped to
fl
ow into the newly acquired tool.
- Visier
- OneModel
- CruncHR
- Equitable
Analytics Products on the Market
- Workday
The Platform
Structure Governance Discoverability
The data schemas you build need to
be well-structured and designed for
scale.
Tall tables
The data you own, data about your
organization and its workers, needs
to be secure and kept relevant.
Data Categorization
Security
Data Stewardship
To ensure
fi
elds are used for their
intended purpose, & for the ease of
consumers, data must be documented.
Metadata Store
Data & Metrics Libraries
Data Linages
When building your platform:
Light touches
Flexible Calculations
Well-written code On Rails End-to-End Process
Raw Data
 

(From Source)
Cleaned
 

Data
Project
 

Speci
fi
c Data
Optimizing the data
fl
ow
HR Data Sources
Data powers insight. HR organizations, their peer functions, and the business, have an array of tools and datasets
that are relevant to telling peoples’ stories that we need to access and mine.
Call Center
Core HCM ATS CRM
Financial
Planning
Sales &
Service
Surveys &
Listening
Facilities IT
Industry
Benchmark
Government
Data
Recognition
& Wellbeing
Ensure that the structures of today are going to
fi
t
the needs of tomorrow
.

Limit rework & focus on work that matters by
ditching bespoke tables or calculations that can
only be used in one place for one purpose.
Build with the
future in mind
The Product
Governing the right Access
Intersection of who and what a user can see
(Population)
Who
(Data Elements)
What
Access
Accessible
We have colleagues of many different
backgrounds and experiences - our
products need to be usable by them.
Automated
Our gold star is to have data
fl
ow, and
insights powered, without manual touch.
Human intervention is key to many areas in
people analytics but cyclical work can stand
on its own.
Directionally Correct
We may never match Finance’s or Sale’s or
Operation’s numbers perfectly, but we need
to tell the story - not the stats to the
hundredth of a percent.
Support
We need to energize our data consumers by
ensuring their interactions and experiences
with out products are top-notch.
Principles for
Products
Will people use this? What are users return? Can action be taken?
Leaders have limited time. Ensure
that your product puts what they
need in front of them, fast.
Quick to Load
Do your users perceive a positive-
return on their investment for using
your product?
User Experience
Personalized
Product Engagement
As commonly said trop in People
Analytics is “insight without action is
overhead.” How do we connect insights
to outcomes?
Does a metric bene
fi
t workers?
Does a metric have business impact?
Does a metric tell us if we are on track?
When building your products, ask yourself:
Quick to Insights
Relevant Insights
fi
rst
Tailored Experience Assist in their Work
fl
ow Does a metric help us strategize?
What to Measure
What will our demographics look like a
year from now based on current trends?
People
Do we have an equitably workplace?
Do we have a diverse workforce?
Are there biases in our hiring process?
Are people engaged?
Are employees using vacation time?
How much is turnover costing us?
Do we have the right skills?
Are my teams upskilling?
Do we have pipelines for career growth?
What will the cost of my workforce be?
Are workers returning to the of
fi
ce?
Are we meeting our turnover goals?
Are we recognizing top performers?
Does the labor market view us as a great
place to work?
What chokepoints in the employee
experience is impacting our growth?
Business Impact Strategic Goals
How long does it take to back
fi
ll my roles? Where are the greatest risks to the
organization?
How to Measure
Representation forecasting (predictive
analytics)
People
Pay Equity Analysis along gender lines
Representation by Demographics
Funnel conversion rates for candidates
with disabilities
Engagement Survey scores
Vacation utilization rates at the end of
each year
Total Cost of Attrition by Month
Employee Skills vs. Role Required Skills
Learning and Development time per FTE
Promotion Rates and Likeliest Next
Position Models
Payroll cost forecasting (predictive
analytics)
Badge Entry Trends
Rolling 12-month Turnover Rates against
Industry Benchmark
Recognition Sentiment among Top
Performers
Glassdoor Score - 3 year trend
Employee Journey mapping - Candidate
experience; Onboarding; etc.
Business Impact Strategic Goals
Requisition Average Time to Fill
Impact and outlier analysis on tracked
metrics
Taking Action
We have the insights - now what do we do with them? How do we get
them to the right people?
Driving Engagement
Tie to Strategy
Answer strategic questions and tie insights
to goals to add context of the big picture.
Tie to Operations
Ensure users connect that insights about
their teams will enable them to run their
teams more ef
fi
ciently.
Tie to Action
Let users know that these aren’t just pretty
numbers on a screen - they can have
impact if you use them.
Educate
Hit the ground running with trainings,
communications, usage guides / job aides,
and of
fi
ce hours.
Support
Foster a culture of learning, reasonable
assistance, and self-discovery through
documented channels.
Re
fi
ne
Continually enhance your products post-
launch taking in feedback from users and
keeping them at the center of all you do.
Requisitions, Candidates, Applications, Interview Feedback, Assessment Tools, Labor Market Benchmarks, and Skills.
A Speci
fi
c Example
:

Talent Acquisition
One HR’s more complicated, but insightful, datasets.
Candidates aren’t Employees
We are often working with personal emails,
personal addresses, and con
fi
dential disclosures
about people who are not workers of our
organizations, care needs to be taken to protect
their data.
Data Structures
Many Talent Acquisition tools do not store
requisition, candidate, and application information
as you’d expect - extra caution needs to be put
towards ensuring you are capturing the full picture.
Relevance
TA, at the end of the day, is sales. Sales people
need easily accessible, easy to understand
information - fast.
Directionally Correct
Applicants put in the info they choose to disclose.
At best recruiters may put data in after the fact, at
worst they may skip steps in the hiring process.
We need to tell a story through incomplete data.
Pitfalls of Talent Acquisition Insights
Show Capacity Concerns
Highlight Bottlenecks
Help attain optimality
Be inclusive
Look at Where Hard Work Paid Off
Stating what is & what was
Where to
focus?
Whats easy to measure, on just about
any dataset:
Open Req Count
1.
Average Time to Fill
2.
Candidate Gender Representation
3.
Candidate URM Representation
4.
Open Reqs per Recruiter
5.
Reqs Filled in Previous Period
6.
Funnel Ef
fi
ciency by Demographics
7.
Applicants per Open Role
8.
Time in Stage / Stage Drop Off
9.
Offer Acceptance / Decline Rate
10.
Start your journey with simple
,

effective, and innovative solutions.
Questions?
Thank you
linked.in/marcusedwardbaker
1 von 32

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Marcus Baker: People Analytics at Scale

  • 1. PA Camp December 2022 People Analytics at Scale Building analytics beyond the analyst to foster organization-wide impact through actionable workforce insights. Marcus Baker
  • 2. 01 Agenda Principles of Scale 02 The Business Context 03 Build or Buy 04 The Platform 05 The Product 06 Take Action $
  • 3. What do we mean by scale?
  • 4. We hire people to interpret, solve, & action . We utilize tools to do.
  • 5. Data Architecture Standardization Documentation Repeatability 80/20 Rule Business Impact Agility Ease
  • 6. Lay a strong foundation Collect Robust Requirements Bring all the players to the table. Truly understand what they need and get them to understand what it will take to deliver it . Have end-users, data stewards, and subject matter experts elaborate on what data they have and what data they trust,. Make complex thing s simple A complicated, hard to interpret, and convoluted to measure, metric is often of less value to the organization, even if its in vogue . Simple metrics sell. Simple metrics drive action. Simple metrics connect data to reality. Say no to scope creep Agree to a path, develop a plan & timeline, and stick with it . Your resources are limited so its better to build a high quality, narrow scoped product out the door than a low-quality wide scoped one.
  • 7. Adaptability The business context is always changing. As People Analytics practitioners we need to be ready to adapt and meet our customers where they are at. Goal-Oriented We need to help the business attain its goals, if we’ve lost sight of their goals they lose interest in our Products. Ef fi ciency Matters Leaders want to get the most out of their workforce. Workers want to get the most out of their role and organization. Data can help them both - a win win. Customer fi rst Customer fi rst means we put the customer at the center of the products we build - frequently involving them in the design, development, and maintenance process. The Business Context
  • 8. 2022 To Buil d O r To Buy A lot of considerations…
  • 9. Ask yourself: Does my organization have a lot of custom metrics they are unwilling to change? 01 Does my organization already have suf fi cient insights to hold them over or do they need more information right now? 02 Does my organization have its data ready and cleaned for plug and play analytics? 03 Does my organization have the right technologies to take advantage of? 04 ?
  • 10. The Build Tech Stack Source Systems Data Platform Products
  • 11. Common Tools and Tech to Build When you build from the ground up you need to be able to aggregate, clean, analyze, and visualize the data on your own. - AWS (S3; Redshift) - Azure - Snow fl ake - Starburst Trino - Air fl ow - Snow fl ake - Starburst Trino - DataBricks - JupyterHub - RStudio - Tableau - Looker - PowerBI - Qlik - Google Data Studio Data Platform Tools Analytics Platform Tools Analytics Product Tools
  • 12. The Buy Tech Stack Source Systems Products
  • 13. Common Tools and Tech to Buy When you buy you need to be prepared to implement the solution, which can take weeks to months. You need to have your data prepped to fl ow into the newly acquired tool. - Visier - OneModel - CruncHR - Equitable Analytics Products on the Market - Workday
  • 15. Structure Governance Discoverability The data schemas you build need to be well-structured and designed for scale. Tall tables The data you own, data about your organization and its workers, needs to be secure and kept relevant. Data Categorization Security Data Stewardship To ensure fi elds are used for their intended purpose, & for the ease of consumers, data must be documented. Metadata Store Data & Metrics Libraries Data Linages When building your platform: Light touches Flexible Calculations Well-written code On Rails End-to-End Process
  • 16. Raw Data (From Source) Cleaned Data Project Speci fi c Data Optimizing the data fl ow
  • 17. HR Data Sources Data powers insight. HR organizations, their peer functions, and the business, have an array of tools and datasets that are relevant to telling peoples’ stories that we need to access and mine. Call Center Core HCM ATS CRM Financial Planning Sales & Service Surveys & Listening Facilities IT Industry Benchmark Government Data Recognition & Wellbeing
  • 18. Ensure that the structures of today are going to fi t the needs of tomorrow . Limit rework & focus on work that matters by ditching bespoke tables or calculations that can only be used in one place for one purpose. Build with the future in mind
  • 20. Governing the right Access Intersection of who and what a user can see (Population) Who (Data Elements) What Access
  • 21. Accessible We have colleagues of many different backgrounds and experiences - our products need to be usable by them. Automated Our gold star is to have data fl ow, and insights powered, without manual touch. Human intervention is key to many areas in people analytics but cyclical work can stand on its own. Directionally Correct We may never match Finance’s or Sale’s or Operation’s numbers perfectly, but we need to tell the story - not the stats to the hundredth of a percent. Support We need to energize our data consumers by ensuring their interactions and experiences with out products are top-notch. Principles for Products
  • 22. Will people use this? What are users return? Can action be taken? Leaders have limited time. Ensure that your product puts what they need in front of them, fast. Quick to Load Do your users perceive a positive- return on their investment for using your product? User Experience Personalized Product Engagement As commonly said trop in People Analytics is “insight without action is overhead.” How do we connect insights to outcomes? Does a metric bene fi t workers? Does a metric have business impact? Does a metric tell us if we are on track? When building your products, ask yourself: Quick to Insights Relevant Insights fi rst Tailored Experience Assist in their Work fl ow Does a metric help us strategize?
  • 23. What to Measure What will our demographics look like a year from now based on current trends? People Do we have an equitably workplace? Do we have a diverse workforce? Are there biases in our hiring process? Are people engaged? Are employees using vacation time? How much is turnover costing us? Do we have the right skills? Are my teams upskilling? Do we have pipelines for career growth? What will the cost of my workforce be? Are workers returning to the of fi ce? Are we meeting our turnover goals? Are we recognizing top performers? Does the labor market view us as a great place to work? What chokepoints in the employee experience is impacting our growth? Business Impact Strategic Goals How long does it take to back fi ll my roles? Where are the greatest risks to the organization?
  • 24. How to Measure Representation forecasting (predictive analytics) People Pay Equity Analysis along gender lines Representation by Demographics Funnel conversion rates for candidates with disabilities Engagement Survey scores Vacation utilization rates at the end of each year Total Cost of Attrition by Month Employee Skills vs. Role Required Skills Learning and Development time per FTE Promotion Rates and Likeliest Next Position Models Payroll cost forecasting (predictive analytics) Badge Entry Trends Rolling 12-month Turnover Rates against Industry Benchmark Recognition Sentiment among Top Performers Glassdoor Score - 3 year trend Employee Journey mapping - Candidate experience; Onboarding; etc. Business Impact Strategic Goals Requisition Average Time to Fill Impact and outlier analysis on tracked metrics
  • 25. Taking Action We have the insights - now what do we do with them? How do we get them to the right people?
  • 26. Driving Engagement Tie to Strategy Answer strategic questions and tie insights to goals to add context of the big picture. Tie to Operations Ensure users connect that insights about their teams will enable them to run their teams more ef fi ciently. Tie to Action Let users know that these aren’t just pretty numbers on a screen - they can have impact if you use them. Educate Hit the ground running with trainings, communications, usage guides / job aides, and of fi ce hours. Support Foster a culture of learning, reasonable assistance, and self-discovery through documented channels. Re fi ne Continually enhance your products post- launch taking in feedback from users and keeping them at the center of all you do.
  • 27. Requisitions, Candidates, Applications, Interview Feedback, Assessment Tools, Labor Market Benchmarks, and Skills. A Speci fi c Example : Talent Acquisition One HR’s more complicated, but insightful, datasets.
  • 28. Candidates aren’t Employees We are often working with personal emails, personal addresses, and con fi dential disclosures about people who are not workers of our organizations, care needs to be taken to protect their data. Data Structures Many Talent Acquisition tools do not store requisition, candidate, and application information as you’d expect - extra caution needs to be put towards ensuring you are capturing the full picture. Relevance TA, at the end of the day, is sales. Sales people need easily accessible, easy to understand information - fast. Directionally Correct Applicants put in the info they choose to disclose. At best recruiters may put data in after the fact, at worst they may skip steps in the hiring process. We need to tell a story through incomplete data. Pitfalls of Talent Acquisition Insights
  • 29. Show Capacity Concerns Highlight Bottlenecks Help attain optimality Be inclusive Look at Where Hard Work Paid Off Stating what is & what was Where to focus?
  • 30. Whats easy to measure, on just about any dataset: Open Req Count 1. Average Time to Fill 2. Candidate Gender Representation 3. Candidate URM Representation 4. Open Reqs per Recruiter 5. Reqs Filled in Previous Period 6. Funnel Ef fi ciency by Demographics 7. Applicants per Open Role 8. Time in Stage / Stage Drop Off 9. Offer Acceptance / Decline Rate 10.
  • 31. Start your journey with simple , effective, and innovative solutions.