Embedded Analytics in Human Capital Management

Pentaho Webinar Series:

Changing the Game for ISVs
October 3, 2013

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© 2013, Pentaho. All Rights Reserved. pentaho.com. Worldwide +1 (866) 660-7555

Advantages of Embedded Business Analytics
for Human Capital Management (HCM) Users
The Impact Embedded Analytics Can Make on Your Bottom-Line

Presenters:
Kevin Dobbs CEO, Montclare
Janice D'Aloia Vice President, Mo'mix Solutions

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About Pentaho
• Recognized leader in business analytics & data integration
• Subscription-based business model
• Achieved critical mass:
• Over 1,200 commercial customers
• Over 10,000 production deployments
• Over 185 countries
• Stewardship of most important open source analytics projects
INDUSTRY RECOGNITION

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OVER 160 PARTNERS GLOBALLY

Speakers

Kevin Dobbs, CEO, Montclare
Kevin is the founder and CEO of Montclare, a
leading advisory firm exclusively focused on building
profitable SaaS businesses.

Janice is on the leadership team of Mo'mix Solutions, a
Business Intelligence software provider and system integrator
of Performance Center Cloud Business Intelligence.

Kevin is an Oracle alumni who started his career
working with industry icons Marc Benioff, Craig
Conway and Tom Siebel. He also held executive
management positions with Edify, Workscape, Kadiri
and Workstream where he was responsible for
developing each company's new SaaS products and
businesses.

Janice has over 25 years of experience in the field of ERP
application software, consulting services, and business
intelligence. She has broad experience in a variety of industries
including government, education, transportation, retail,
hospitality, and manufacturing. Her expertise includes business
intelligence solutions, engagement and project management,
business process improvement, and change management.

Active in the SaaS community, Kevin is frequently a
speaker at SaaS and Cloud Computing industry
events. He has published many popular papers on
building high value SaaS businesses and is the
author of the Smart SaaS blog.

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Janice D'Aloia, Mo'mix Solutions

During her tenure at Oracle, her focus was specifically on HCM
software solutions. Janice has worked with clients using a
number of HCM software solutions, remains active in the user
group community and is frequently called upon to offer
expertise on HR Best Practices.


Leveraging Embedded Analytics
To Gain Advantage In The HCM Market
Kevin Dobbs, CEO

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HCM Market is Hot
HCM SaaS Market is Large and Continues Robust Growth

HCM market expected to
grow at a CAGR 8.1% to
more than $11B by 2016

In 2012 SaaS market grew
to $14.9B and is forecasted to be
$23.1B by 2015 with a 17.4% CAGR

More than 50% of HR managers
polled in a recent Towers Watson
survey are either currently using
or plan to use SaaS solutions.

Source: IDC, April 2013; Gartner,
2012 Towers Watson, 2012

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Source: Gartner, March 2013


Adjacent Markets Are Also Growing
Talent Management
Payroll
Recruitment
Learning

Workday IPO
Jumps 72%
October 2012

SAP acquires
SuccessFactors
for $3.4B
December 2011

Oracle Buys Taleo
For $1.9B

Halogen IPO Soars
May 2013

February 2012

8


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The HCM Trends to Watch
Workday's Five HCM Mega Trends Driving SaaS Adoption
1. Globalization

4. Competition for Talent



Global consistency



Worker engagement



Local workforce strategies



Workforce development



Workforce intelligence



Talent mobility

2. Economic Uncertainty

5. Sustainability



On-demand workforce

 Increased demand for data



Workforce productivity

 Stakeholder attention



Targeted talent strategies

 Employer branding

3. Technology Innovation


Mobile workforce



Web 2.0 usability



Rapid rate of change

Many of these trends can be tied back
to advanced analytics and Big Data

Source: Workday, HR in the Cloud, 5 Mega Trends Driving SaaS Adoption, 2012
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The HCM Trends to Watch
Workday's Five HCM Mega Trends Driving SaaS Adoption
1. Globalization

4. Competition for Talent



Global consistency



Worker engagement



Local workforce strategies



Workforce development



Workforce intelligence



Talent mobility

2. Economic Uncertainty

5. Sustainability



On-demand workforce



Increased demand for data



Workforce productivity



Stakeholder attention



Targeted talent strategies



Employer branding

3. Technology Innovation


Mobile workforce



Web 2.0 usability



Rapid rate of change

Many of these trends can be tied back
to advanced analytics and Big Data

Source: Workday, HR in the Cloud, 5 Mega Trends Driving SaaS Adoption, 2012
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Challenges to SaaS HCM Success
Common customer issues with all types of HCM,
Payroll and Talent Management products:
•
•

Hard to gain visibility across large amounts of data

•

Tools can be complex and hard to use

•

Information resides in many, disconnected systems

•

Can't easily implement newest capabilities

•

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Data overload

Slow time to value


Challenges Facing SaaS Companies
Leveraging external R&D team for non-core technology
•
•

Commercialized open source products, large developer community
supporting the products and increasing innovation

•

Keep ISVs development team and investments smaller

•

Embedded or OEM model

•

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Deliver quickly; dramatically improved time to market

Tap into needed domain expertise


Delivering a Superior HCM Customer Experience
Understanding the importance of adoption and consumption
Commitment
Internalization

Institutionalization

Acceptance
Change Management

Adoption

Initial Use

Perception

Positive Perception
Communication

Understand

Preparation
Aware
Unaware
Time
Source: Product Adoption and Consumption Curve. Glenn Oclassen, 2012
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Go Live

Commitment
Internalization


Acceptance
Change Management

Adoption
Training

Initial Use

Perception

Positive Perception
Communication

Understand

Preparation
Aware
Unaware
Time
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Go Live

Commitment
Internalization

Support


Acceptance
Change Management

Adoption
Training

Initial Use

Perception

Positive Perception
Communication

Understand

Preparation
Aware
Unaware
Time
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Go Live

Flexible Analytics Propel HCM SaaS Products
Increase Customer Adoption and Consumption

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Addressing HCM Adoption Challenges
Adding New HCM Capabilities Quickly
• Rate of change has increased and customers expect rapid innovation
• Competitive advantages are hard to maintain
• Adding complimentary capabilities; no internal expertise in areas like Analytics,
BI or Big Data
• Looking for new features that engage users

ISV SaaS Platform

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Social

Mobile

Analytics

Integration

Single Sign-On

• Support for mobile

New Features
“Plug & Play”

Poll
What types of Human Capital Management products
does your company use?
☐ Talent Management
☐ Recruiting

☐ Learning

☐ Payroll

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 HR Info System (HRIS)

☐ Benefits


Examples of OEM Products
SaaS Add-On market is growing

Security / SSO

Integration

Big Data

Social

Mobile

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Payroll Use Case
How Embedded Analytics Can Help
Payroll Administration
•
•

View user activity

•

Spot trends

•

Build automated reports with charts

•

20

In-line reporting

'What if' analysis


Recruiting Use Case
Sourcing and Recruiting
•

•

Identify trends of candidates and new hires

•

Understand which campaigns are working

•

21

Review single campaigns or entire series of
events

Quickly determine cost per recruit


Pay for Performance
Performance Management and Compensation
•
•

Detect patterns based on themes, geographies,
companies

•

Understand salary bands

•

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Aggregate data

Identify high performers


Learn More About the SaaS Model and Market

Montclare is a leading provider of SaaS resources including research,
services and a SaaS-focused online community. The Montclare team
has been actively involved in the SaaS industry since it's inception,
profiling leading firms, speaking at industry events and providing
business guidance to a full spectrum of software companies.
The Montclare Community has been design to help software
professionals gather more information about SaaS. This new beta
community allows members to them watch current SaaS video content,
learn what's happening in SaaS through news feeds and information
shared by industry thought leaders, they can also connect with their
peers and share industry best practice ideas and information. Visit
Montclare.com for more information.

Become a member for free today at montclare.com

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The Montclare SaaS 250 is a report identifying the 250
most influential SaaS companies in the world. The
document provides analysis of the industry as well as
individual companies. These companies are categorized by
revenue size, solution type and geographic location. The
report is a critical tool for competitive analysis, go-to-market
programs and market segmentation.
Montclare's SaaS 250 is a valuable tool for software
executives, investors and analysts due to it's insight within
this fast-paced market. The Report is available exclusively
through the Montclare site at: montclare.com/saas250.

HCM Customer Experiences
Janice D'Aloia, Vice President
Mo'mix Solutions

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About Mo'mix Solutions

Capturing Data. Delivering Intelligence.

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About Mo'mix Solutions

Specialists in deploying both
ERP & Business Intelligence
Technology

Provider of
Performance Center
Business Intelligence &
Decision Cubes for HCM

Gold
Partner

Oracle E-Business Suite
PeopleSoft & Hyperion
Ranked #17 Fastest Growing
Woman Owned Business

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OEM Partner since 2009
Experts in:
Reporting, Analytics
Business Intelligence


Mo'mix Performance Center

Secure

Enterprise
View
Across the
Organization

Cloud & SaaS

Mobile Access

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How Mo'mix Leverages Pentaho

Key Challenge:
Mo'mix needed a robust and flexible architecture
for Performance Center Reporting & Analytics
• Self-Service to any Consumer

•
•
•
•
•
•
•

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A robust ETL tool
Connect disparate data sources
One single source of truth
Mobile-friendly
Rapid Development
Cost Effective
Support SaaS, Cloud model with unlimited users


“We required an end-to-end
business intelligence toolset
that would allow us to create
a solution that not only
meets our customers' needs
for an enterprise view of their
business data, but that is
cost effective and easy to
deploy.”

How Mo'mix Leverages Pentaho
Solution
Performance Center Decision Cubes for HCM
•
Pentaho BI Suite Enterprise Edition
–
–
–

•
•
•

Pentaho Reporting
Analysis
Dashboards

Pre-built Decision Cubes
Integration to any data source
Self-Service Reporting & Analytics

Results
•

End-to-End BI functionality
–
–
–

•
•
•
•
•

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Ad-hoc reports
Dashboards
Analyzers

SaaS cloud deployment
Scalable, cost effective solution
Intuitive user interface
Easily add new functionalities and data
sources
Rapid installation and integration to
source systems

Value of Embedded Pentaho
End-to-End BI Stack

Ease of Use

Supports Mo'mix Solutions' core
competencies with ERP Systems and
Business Analytics

Easy, intuitive, and interactive access
to enterprise information for business
users

Integration

Deployment

Supports variety of databases and
applications - easy and repeatable
connectivity & integration with any
data source

Visualizations

Priced Right

Flexibility to develop complex reports,
analyzers, and dashboards

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Analytics tool with a Cloud based,
SaaS delivery model

More cost effective than traditional
business analytics


Performance Center Business Benefits
Performance Center provides a single view of
Human Capital Management information
•

Provides consumers actionable insight of data
in source systems

•

Clients can immediately see how to improve
tracking of data and adjustments needed to
base system configuration

•

Integrated, Enterprise View of data versus
using static siloed reports.

Use Case:
Client discovered that their termination reasons
were either missing or too high-level.
Tracking this data at a more granular level will allow
them to spot trends so they can improve hiring and
reduce voluntary terminations.

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Terminations by Reason Code

Performance Center Analytics
Can Spotlight Issues Before They Become Problems

•

Employee Retention
– Identify High Performers – reward &
engage
– Spot Employees At Risk – performance
ratings, tenure, movement in the
organization, etc

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•

Cost Containment
– Excessive Overtime
– Project Cost Overruns
– Absenteeism

Workforce Planning
•
•
•
•

Large number of baby boomers leaving
workforce, taking valuable skills with them
Identify Successors
Identify Skills Gaps
Predict Hiring and Training needs

Average Age by Organization

Drill-Down

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Become a More
Effective HR Leader
•
•

Back up HR actions with true
analysis of workforce and
business information

•

View HR data within context
of key Business Areas

•

Link Department and
Employee Performance to
Business Goals

•

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Manage workforce with fact
rather than gut feelings

Ability to assess the impact of
talent on business
performance and risk


Q&A

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Ben Hopkins, Product Marketing Mgr
bhopkins@pentaho.com

Janice D'Aloia, Vice President
jdaloia@momixsolutions.com

Tel. +1 415-525-5540

Tel. +1 510-336-0019

Tel. +1 360-834-6780

pentaho.com

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Kevin Dobbs, CEO
kevin.dobbs@montclare.com

montclare.com

momixpc.com


Thank You
JOIN THE CONVERSATION. YOU CAN FIND US ON:

blog.pentaho.com
@Pentaho

37

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Embedded Analytics in Human Capital Management

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