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Creating an Effective HR
                                                 Portal in SharePoint©

                                                 Use a Pre-Built HR Portal to
                                                 Accelerate your SharePoint©
                                                 Portal Strategy
                                                 Presentation distilled from a previously presented
                                                 Human Resources Portal webinar sponsored by Enwisen/Infor.
                                                 SharePoint© is a copyright of The Microsoft Corporation



Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.


   Why Most Corporate Portals Have
      Not Fulfilled Promise
  •     Communications –
        fragmented or missing
           Not searchable
           Not personalized
           Not on-demand
  • Not in context to
    transactions


Think about popular websites …
                     info vs. transaction




      Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.



    A Knowledgebase with Any Portal
    Strategy – Best of Both Worlds

                           Personalization




                                    Links to
                                  transaction


                                                                                               Search – 2 clicks
                                                                                                   or less




Benefits, Policies, Life                             Integration with
  Events, Manager                                    other apps/links
    Information                                      to other portals
    Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.



 SharePoint© Strengths and Challenges
• Strengths
      Flexible tools to meet wide variety of corporate portal needs consistently
       and across the enterprise
• Challenges for HR Portal Component
      Content is difficult to create, maintain and organize
      Challenges building integration to HR Apps
      Difficult to find pertinent content in relation to transactions
      Difficult to get relevant search results
      Difficult to personalize content for employee groups
      Typically created within a firewall so not available 24/7 when most
       employees need it
      High up-front and ongoing effort

      Do your HR and IT departments have these resources?
 Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.



SharePoint© Advantages – How an Integrated
Knowledgebase Complements Your Strategy




Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.


How the Integration Works to
Complement SharePoint©




 Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




How Integration Complements SharePoint©




Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




  How Integration Complements SharePoint©




Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




Up-to-Date, Personalized Content
Creating HR portal content, and making it relevant/searchable,
 significantly impacts IT/HR resources. Beyond initial “cleaning
and loading,” ongoing resources are required to maintain.
•SaaS – requires fewer IT/HR resources because we:
         Configure and maintain all your content
         Deliver extensive pre-built HR content – i.e., regulatory, life events
         Provide highly-configurable, HR-specific platform – pre-built
          templates, information architecture, search optimization
         Invest in ongoing R&D and leverage best practices from our extensive
          user community
         Have partnerships with all major HRMS and self-service vendors
         Use adapters for dynamic passing of indicative data and hundreds of
          pre-mapped touchpoints


Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




Many Subjects

   HR Communication spans aavariety of interrelated subjects
    HR Communication spans variety of interrelated subjects



           Benefits
            Benefits            Policies
                                  Policies           Training         Pay     Pay
                                                                               Performance               Other
    Benefits              Policies               Training       Pay         Performance           Other




Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




Multiple Roles

                            The subjects must cover the needs of specific roles in the organization
                             The subjects must cover the needs of specific roles in the organization




                   Benefits                Policies         Training             Pay              Performance
           Benefits
            Benefits             Policies
                                   Policies          Training
                                                        Training    Pay     Pay
                                                                             Performance
                                                                                     Performance
                                                                                            Other
    Benefits              Policies               Training     Pay         Performance           Other




Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




             Regions
                                          In aaglobal organization, communications must be tailored for
                                           In global organization, communications must be tailored for
                                          different languages, regions, customs, laws, etc.
                                           different languages, regions, customs, laws, etc.



                                Benefits                Policies         Training          Pay              Performance
                    Benefits
                     Benefits      Policies
                                     Policies     Training
                                                     Training Pay    Pay
                                                                       Performance
                                                                               Performance ia
                                                                                      Other
                 Benefits
                          Benefits
                              Policies
                                          Policies        Training        Pay               As
                                                                                   Performance
                                             Training       Pay    Performance    Other
                                                                               Performance ope
                                                                                                        a
                    Benefits
                     Benefits      Policies
                                     Policies     Training
                                                     Training Pay    Pay
                                                                       Performance    Other         ri c
                          Benefits        Policies        Training        Pay              Eur
                                                                                   Performance me
                 Benefits     Policies       Training       Pay    Performance    Other           A
                    Benefits
                     Benefits      Policies
                                     Policies     Training
                                                     Training Pay    Pay
                                                                       Performance
                                                                               Performance u
                                                                                      Other    th
                          Benefits        Policies                                          So
s no g e R




                                                          Training        Pay      Performance
s no g e R




                 Benefits     Policies       Training       Pay    Performance    Other
                    Benefits
                     Benefits      Policies
                                     Policies     Training
                                                     Training Pay    Pay
                                                                       Performance
                                                                               Performance
                                                                                      Other
   ii




                                                                                                                            S
                                                                                                                           U
                 Benefits              Policies               Training    Pay       Performance           Other




             Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.



Three Layers of Context



                                                 Personalize



                                                 Contextualize


                                                   Organize



                                                                                    Core Content
                                                                                       Block


Copyright © Enwisen, Inc. All rights reserved.
Organize
                                                                          Better HR Service Delivery. Fewer Resources. Lower Costs.




                                                    Organize
                                                      Organize

                 Easily access core information.

                 •Fluid Navigation
                 •Integrated Search Tools
                 •Meta Data-Driven Navigation
                 •Robust Population-Based Filtering
                 •Pre-built Content Taxonomy with Integrated Best Practices




                        Benefits
                         Benefits          Policies
                                             Policies   Training
                                                           Training Pay    Pay
                                                                           Performance Other
                                                                                  Performance
                  Benefits           Policies      Training     Pay   Performance             Other



Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.


Contextualize

                                                 Contextualize

                Turn content into contextual knowledge by tying it to events
                relevant to end users.

                •Assemble Information Across Content Silos
                •Provide Overview and Guidance Content
                •Provide Value-Added Support Tools
                •Integrated to Transactional Systems




                   Benefits
                    Benefits Policies
                                 Policies Training
                                              Training Pay Pay
                                                            Performance Other
                                                                    Performance
                  By          By         By          By    Decision
                 Events     Stages     “How to”     Role   Support     Other


Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.


Personalize

                                                 Personalize

                  Assemble the information most relevant to user into a single
                  consolidated view.

                  •Optimized by Roles
                  •Configurable by End Users
                  •Extensible via Widgets




                     Benefits
                      Benefits Policies
                                   Policies Training
                                                Training Pay Pay
                                                              Performance Other
                                                                       Performance
                    My         My          My          My      My
                                                                          Other
                   Plans     Favorites Priorities    Tasks   Analytics



Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.


Group-Based Access Control
                                                         Groups manage access to all resources in the portal.
                                                         Groups manage access to all resources in the portal.




My Groups
                 Med             Dental          California                    Western
                                                               Manager
                 Plan 7           66              Policies                     Division




               Benefits                Policies           Training              Pay             Performance
       Benefits
        Benefits            Policies
                              Policies           Training
                                                    Training        Pay     Pay
                                                                             Performance
                                                                                     Performance
                                                                                            Other
Benefits              Policies              Training          Pay         Performance         Other



Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.


     Policy-Driven Rules Engine
First: Joe                                            The Group Rules Engine
                                                       The Group Rules Engine
Last: Enwisen                                                                                       Dental 99
                                                      Evaluates Membership
                                                       Evaluates Membership
State: CA
                                                       Based on User Profile
                                                        Based on User Profile                 Med Plan 7 ‘Den99’
                                                                                                PlanID =
Union: Local 105                                      and Group Policy Rules
                                                       and Group Policy Rules
Job Code: 34                                                                          California Policies
HR Status: Exempt                                                                         PlanID = ‘Med7’
                                                                                     Western= ‘CA’
                                                                                      State Division
Location: San Francisco
Division: Western                                                             Manager
                                                                                Division=‘Western’
Role1: Manager
Region: US                                                                    (Role1 = ‘Manager’)
Language: EN                                                                  And
Elections: Med7, Den66                                                        (Region = ‘US’
                                                                              Or
Eligible: (PlanID=Med7)                                                       Region = ‘Canada’)
(PlanID=Med8)(PlanID=Den66)
(PlanID=Den67)                                           Rules Engine



    My Groups
                                            Med          California                     Western
                                                                        Manager
                                            Plan 7        Policies                      Division
     Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.



       Intuitive Interlinks Drive Contextualization

                                                    Contextualize

              Benefits
               Benefits Policies
                            Policies Training
                                         Training Pay Pay
                                                       Performance Other
                                                               Performance
             By          By         By          By    Decision
            Events     Stages     “How to”     Role   Support     Other




            Benefits                Policies              Training            Pay           Performance
    Benefits
     Benefits            Policies
                           Policies                Training
                                                      Training    Pay     Pay
                                                                           Performance
                                                                                   Performance
                                                                                          Other
Benefits          Policies               Training           Pay         Performance       Other

  Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




The CedarCrestone Model


                                                 Onboarding




Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




It’s Now Possible: Better HR Portal with
Fewer IT/HR Resources, Lower Costs
What Employers Want                              What Employees Want
• Portal employees will use                      •   Searchable in 2-clicks or less
• Easy to maintain                               •   Available outside firewall
• Leverage SharePoint                            •   In context to transactions
  investment                                     •   Searchable
• Timely HR information                          •   Personalized information




Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.



Better HR Service Delivery. Fewer Resources.
Lower Costs … via the Multi-Tiered Approach
     • HR experts today: 70-80% time administrative/responding to inquiries
     • Organizations with multi-tier HR service delivery spend average 20% less per
       employee; high performers in this area 50% less




       High
    Performers



Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




HR-Focused Multi-Tier SaaS Solution




 Copyright © Enwisen, Inc. All rights reserved.
Better HR Service Delivery. Fewer Resources. Lower Costs.




Additional HR Portal Learning Resources:

 Video: The Pre-built HR Portal Knowledgebase + SharePoint Advantage



 Resource for HR Portals Information – including additional Human Resources
 Portal articles, videos and case studies

 Upcoming HR Portal Webinars – learn from peer and SME presenters
 covering real-life experiences. Gain insight from peer Qs in the Q & A session
 afterwards.




 Copyright © Enwisen, Inc. All rights reserved.

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Creating an Effective HR Portal in SharePoint ©

  • 1. Creating an Effective HR Portal in SharePoint© Use a Pre-Built HR Portal to Accelerate your SharePoint© Portal Strategy Presentation distilled from a previously presented Human Resources Portal webinar sponsored by Enwisen/Infor. SharePoint© is a copyright of The Microsoft Corporation Copyright © Enwisen, Inc. All rights reserved.
  • 2. Better HR Service Delivery. Fewer Resources. Lower Costs. Why Most Corporate Portals Have Not Fulfilled Promise • Communications – fragmented or missing  Not searchable  Not personalized  Not on-demand • Not in context to transactions Think about popular websites … info vs. transaction Copyright © Enwisen, Inc. All rights reserved.
  • 3. Better HR Service Delivery. Fewer Resources. Lower Costs. A Knowledgebase with Any Portal Strategy – Best of Both Worlds Personalization Links to transaction Search – 2 clicks or less Benefits, Policies, Life Integration with Events, Manager other apps/links Information to other portals Copyright © Enwisen, Inc. All rights reserved.
  • 4. Better HR Service Delivery. Fewer Resources. Lower Costs. SharePoint© Strengths and Challenges • Strengths  Flexible tools to meet wide variety of corporate portal needs consistently and across the enterprise • Challenges for HR Portal Component  Content is difficult to create, maintain and organize  Challenges building integration to HR Apps  Difficult to find pertinent content in relation to transactions  Difficult to get relevant search results  Difficult to personalize content for employee groups  Typically created within a firewall so not available 24/7 when most employees need it  High up-front and ongoing effort Do your HR and IT departments have these resources? Copyright © Enwisen, Inc. All rights reserved.
  • 5. Better HR Service Delivery. Fewer Resources. Lower Costs. SharePoint© Advantages – How an Integrated Knowledgebase Complements Your Strategy Copyright © Enwisen, Inc. All rights reserved.
  • 6. Better HR Service Delivery. Fewer Resources. Lower Costs. How the Integration Works to Complement SharePoint© Copyright © Enwisen, Inc. All rights reserved.
  • 7. Better HR Service Delivery. Fewer Resources. Lower Costs. How Integration Complements SharePoint© Copyright © Enwisen, Inc. All rights reserved.
  • 8. Better HR Service Delivery. Fewer Resources. Lower Costs. How Integration Complements SharePoint© Copyright © Enwisen, Inc. All rights reserved.
  • 9. Better HR Service Delivery. Fewer Resources. Lower Costs. Up-to-Date, Personalized Content Creating HR portal content, and making it relevant/searchable, significantly impacts IT/HR resources. Beyond initial “cleaning and loading,” ongoing resources are required to maintain. •SaaS – requires fewer IT/HR resources because we:  Configure and maintain all your content  Deliver extensive pre-built HR content – i.e., regulatory, life events  Provide highly-configurable, HR-specific platform – pre-built templates, information architecture, search optimization  Invest in ongoing R&D and leverage best practices from our extensive user community  Have partnerships with all major HRMS and self-service vendors  Use adapters for dynamic passing of indicative data and hundreds of pre-mapped touchpoints Copyright © Enwisen, Inc. All rights reserved.
  • 10. Better HR Service Delivery. Fewer Resources. Lower Costs. Many Subjects HR Communication spans aavariety of interrelated subjects HR Communication spans variety of interrelated subjects Benefits Benefits Policies Policies Training Pay Pay Performance Other Benefits Policies Training Pay Performance Other Copyright © Enwisen, Inc. All rights reserved.
  • 11. Better HR Service Delivery. Fewer Resources. Lower Costs. Multiple Roles The subjects must cover the needs of specific roles in the organization The subjects must cover the needs of specific roles in the organization Benefits Policies Training Pay Performance Benefits Benefits Policies Policies Training Training Pay Pay Performance Performance Other Benefits Policies Training Pay Performance Other Copyright © Enwisen, Inc. All rights reserved.
  • 12. Better HR Service Delivery. Fewer Resources. Lower Costs. Regions In aaglobal organization, communications must be tailored for In global organization, communications must be tailored for different languages, regions, customs, laws, etc. different languages, regions, customs, laws, etc. Benefits Policies Training Pay Performance Benefits Benefits Policies Policies Training Training Pay Pay Performance Performance ia Other Benefits Benefits Policies Policies Training Pay As Performance Training Pay Performance Other Performance ope a Benefits Benefits Policies Policies Training Training Pay Pay Performance Other ri c Benefits Policies Training Pay Eur Performance me Benefits Policies Training Pay Performance Other A Benefits Benefits Policies Policies Training Training Pay Pay Performance Performance u Other th Benefits Policies So s no g e R Training Pay Performance s no g e R Benefits Policies Training Pay Performance Other Benefits Benefits Policies Policies Training Training Pay Pay Performance Performance Other ii S U Benefits Policies Training Pay Performance Other Copyright © Enwisen, Inc. All rights reserved.
  • 13. Better HR Service Delivery. Fewer Resources. Lower Costs. Three Layers of Context Personalize Contextualize Organize Core Content Block Copyright © Enwisen, Inc. All rights reserved.
  • 14. Organize Better HR Service Delivery. Fewer Resources. Lower Costs. Organize Organize Easily access core information. •Fluid Navigation •Integrated Search Tools •Meta Data-Driven Navigation •Robust Population-Based Filtering •Pre-built Content Taxonomy with Integrated Best Practices Benefits Benefits Policies Policies Training Training Pay Pay Performance Other Performance Benefits Policies Training Pay Performance Other Copyright © Enwisen, Inc. All rights reserved.
  • 15. Better HR Service Delivery. Fewer Resources. Lower Costs. Contextualize Contextualize Turn content into contextual knowledge by tying it to events relevant to end users. •Assemble Information Across Content Silos •Provide Overview and Guidance Content •Provide Value-Added Support Tools •Integrated to Transactional Systems Benefits Benefits Policies Policies Training Training Pay Pay Performance Other Performance By By By By Decision Events Stages “How to” Role Support Other Copyright © Enwisen, Inc. All rights reserved.
  • 16. Better HR Service Delivery. Fewer Resources. Lower Costs. Personalize Personalize Assemble the information most relevant to user into a single consolidated view. •Optimized by Roles •Configurable by End Users •Extensible via Widgets Benefits Benefits Policies Policies Training Training Pay Pay Performance Other Performance My My My My My Other Plans Favorites Priorities Tasks Analytics Copyright © Enwisen, Inc. All rights reserved.
  • 17. Better HR Service Delivery. Fewer Resources. Lower Costs. Group-Based Access Control Groups manage access to all resources in the portal. Groups manage access to all resources in the portal. My Groups Med Dental California Western Manager Plan 7 66 Policies Division Benefits Policies Training Pay Performance Benefits Benefits Policies Policies Training Training Pay Pay Performance Performance Other Benefits Policies Training Pay Performance Other Copyright © Enwisen, Inc. All rights reserved.
  • 18. Better HR Service Delivery. Fewer Resources. Lower Costs. Policy-Driven Rules Engine First: Joe The Group Rules Engine The Group Rules Engine Last: Enwisen Dental 99 Evaluates Membership Evaluates Membership State: CA Based on User Profile Based on User Profile Med Plan 7 ‘Den99’ PlanID = Union: Local 105 and Group Policy Rules and Group Policy Rules Job Code: 34 California Policies HR Status: Exempt PlanID = ‘Med7’ Western= ‘CA’ State Division Location: San Francisco Division: Western Manager Division=‘Western’ Role1: Manager Region: US (Role1 = ‘Manager’) Language: EN And Elections: Med7, Den66 (Region = ‘US’ Or Eligible: (PlanID=Med7) Region = ‘Canada’) (PlanID=Med8)(PlanID=Den66) (PlanID=Den67) Rules Engine My Groups Med California Western Manager Plan 7 Policies Division Copyright © Enwisen, Inc. All rights reserved.
  • 19. Better HR Service Delivery. Fewer Resources. Lower Costs. Intuitive Interlinks Drive Contextualization Contextualize Benefits Benefits Policies Policies Training Training Pay Pay Performance Other Performance By By By By Decision Events Stages “How to” Role Support Other Benefits Policies Training Pay Performance Benefits Benefits Policies Policies Training Training Pay Pay Performance Performance Other Benefits Policies Training Pay Performance Other Copyright © Enwisen, Inc. All rights reserved.
  • 20. Better HR Service Delivery. Fewer Resources. Lower Costs. The CedarCrestone Model Onboarding Copyright © Enwisen, Inc. All rights reserved.
  • 21. Better HR Service Delivery. Fewer Resources. Lower Costs. It’s Now Possible: Better HR Portal with Fewer IT/HR Resources, Lower Costs What Employers Want What Employees Want • Portal employees will use • Searchable in 2-clicks or less • Easy to maintain • Available outside firewall • Leverage SharePoint • In context to transactions investment • Searchable • Timely HR information • Personalized information Copyright © Enwisen, Inc. All rights reserved.
  • 22. Better HR Service Delivery. Fewer Resources. Lower Costs. Better HR Service Delivery. Fewer Resources. Lower Costs … via the Multi-Tiered Approach • HR experts today: 70-80% time administrative/responding to inquiries • Organizations with multi-tier HR service delivery spend average 20% less per employee; high performers in this area 50% less High Performers Copyright © Enwisen, Inc. All rights reserved.
  • 23. Better HR Service Delivery. Fewer Resources. Lower Costs. HR-Focused Multi-Tier SaaS Solution Copyright © Enwisen, Inc. All rights reserved.
  • 24. Better HR Service Delivery. Fewer Resources. Lower Costs. Additional HR Portal Learning Resources: Video: The Pre-built HR Portal Knowledgebase + SharePoint Advantage Resource for HR Portals Information – including additional Human Resources Portal articles, videos and case studies Upcoming HR Portal Webinars – learn from peer and SME presenters covering real-life experiences. Gain insight from peer Qs in the Q & A session afterwards. Copyright © Enwisen, Inc. All rights reserved.

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