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Salesforce for HR: Transform HR &
Employee Engagement
Connect & engage with your employees in a whole new way
Birgitta Berger
Principal Solution Engineer
bberger@salesforce.com
Andreas Fechter
Engagement Manager | oinio
Andreas.Fechter@oinio.com
Armin Fakouhi
Senior Solution Engineer
afakouhi@salesforce.com
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results
expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed
forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items
and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning
new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our
operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any
litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our
relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our
service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger
enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in
our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter.
These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section
of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Safe Harbor
Salesforce for HR
Birgitta Berger, Principal Solutions Engineer, Salesforce
24/7 Access to the Right Information
Collaboration & Transparency
Integrated Experiences Across Systems
Mobile, Engaging User Interface
Your Employees Expect the Same Engaging Experiences at
Work
Cloud
Mobilgeräte
Soziale
Netzwerke
Intranet
Ticketing
Onboarding Portal
Learning
Management
Performance
Management
HRMS
Payroll
BI
Career Site
Recruiting
ATS
Today’s HR Systems of Record Were Built for Transactions,
Not Engagement
“There is an error on my paycheck.
Who can help me?”
“Are there any good trainings to
help me close more business?”
“Who are our high
performers, and how do
we learn from them?”
Your EmployeesYour Systems
Worldwide Epidemic of Disengagement
Gallup Study
13%Engaged
24%
Actively
disengaged
63%
Disengaged
Source: Gallup “State of the Global Workforce” 2013
230K Employees in 142
countries
So How Do You Meet the
Expectations of Today’s Workforce?
THE EMPLOYEE
SUCCESS PLATFORM
Transform Engagement Across the Entire Employee Lifecycle
Employee Social
Intranet
Alumni Relations
Internal Helpdesk
Learning & Career
Growth
Recruiting
Hiring Performance
Management
Onboarding & Self-
Help
THE EMPLOYEE SUCCESS PLATFORM
Transform Employee Engagement with Salesforce
Service Employees Effortlessly
24/7 Self Service Hub
Cross-Channel, Personalized Support
Reports & Dashboards
Automate Employee Process
Flexible Processes Automation
Seamless Integration
Engaging, Mobile User Interface
Engage Every Employee
Mobile, Social Intranet
Share Information, Files & Experts
Launchpad for Every App
Systems of Record
System of
Engagement
1 2 3
Social Mobile Connected
Engage & Grow
Social Intranet
Onboarding
Employee Apps
Social Intranet
Social Intranet +
50 Apps
Social Intranet
Social Intranet +
Employee Apps
Social Intranet
Social Intranet
Customers Transforming HR & Driving Employee Engagement
Automate & Manage
Recruiting App
Advertiser
Production App
Recruiting App
60 HR Apps +
Social Intranet
Recruiting App
HR Apps
Feedback &
Rewards App
Recruiting App
Support & Service
HR Helpdesk
Employee Shared
Services
HR Helpdesk
HR Help Desk
HR Shared
Services
HR & Finance
Shared Services
HR Service
Center
HR Help Desk
Salesforce Mobile HR Service & Employee Engagement Apps
Concierge AppOrg Chart AppApp Menu Social App
HR Self Service
@ Bombardier Transportation
Andreas Fechter, Engagement Manager, oinio
36,000 employees
28 countries / 3 continents
Diverse & project-based business
Independent operations
Cost-optimized products
Requires flexible, cost-optimized internal services
Bombardier Transportation: Company Overview
Rail Vehicles Transportation
Systems
Services Rail Control
Solutions
Propulsion
& Controls
Bogies
 Driverless
Systems:
Monorails, Metros,
People Movers
 Light rail systems
 Metro Systems
 Intercity Systems
 E-mobility
Solutions
 Operations and
Maintenance
 Fleet
Management
 Asset Life
Management
 Material
Solutions
 Component
re-engineering
and overhaul
 Traction
converters
 Auxiliary
converters
 Traction
drives
 Control and
communicatio
n
 Portfolio to
match entire
range of rail
vehicles
 Full scope of
service over
the lifetime
of a bogie
 Integrated
control
systems
 Automatic
train protection
and operation
 Interlocking
systems
 Wayside
equipment
 Services
 Light rail
vehicles
 Metros
 Commuter
trains
 Regional trains
 Intercity trains
 High speed
trains
 Locomotives
Standard processes & transaction approvals
Track & analyze service delivery
System access from each location
Manage documents & forms
Reduce costs
Initial Situation
HR StrategyHR Challenge’s
Provide transparent processes & systems
Introduce Employee / Manager HR Self-Service
Transactional services with major hubs
Provide document management solution
Reduce costs by centralize services
Salesforce – The Key Enabler
Content
Library
Case
Management
Process
Queues
Reporting
Workflows &
Approvals &
Escalations
Chatter
The „Contact HR Team“ Community
Accessible by employees, manager and HR Business Partners
Create HR
requests
Status Tracking
Add attachments &
comments
Business Pre-
approval for
recruitment
HR Forms &
Guidelines
Frequently Asked
Questions
Direct Link to
E-employee file
Collaboration
on Cases
Common processes & system infrastructure
Access from everywhere without any installation
Transactional processing in 3 hubs
One stop shop “Employee Services”
Ability to analyze service delivery
Continuous process improvements
Results
30,0000
information
searches
18,000
service
requests
25%
cost
reduction
6,000
documents
controlled
What are the next steps on Bombardier‘s HR roadmap
Continious Process Improvements
Onboarding further Divisions
Sharing Salesforce Org with other
Bombardier Divisions (Bombardier
Aerospace and Bombardier INC)
Add Processes
Mapping HR Multi-Level process
requirements, as end-to-end
processes are involving multiple
teams
Introducing New Features
Creating HR documents out of
Salesforce (e.g. contracts) and use
Salesforce Knowledge for HR team
321
HR Evaluation Process
@ oinio
Andreas Fechter, Engagement Manager, oinio
oinio: Company Overview
• 150+ customer (500+ engagements/projects)
• 80+ global (multi continents) projects
• Customer Satisfaction 9.7 of 10.0
Customer Success
• Technology leadership in Central Europe (CE)
• 2 certified Technical Architects
• Recognized leader in data integration
• #1 salesforce.com PS Partner in CE
• Mobile leadership in CE
• Salesforce ISV partner
• Silverpop Partner of the year 2014 2nd place
Technology Leader
• Founded: 2000, Employees: 100+
• Headquarters: Munich
• Global Offices:Frankfurt, Shanghai, Hongkong
• Partners: salesforce.com, Marketo, Silverpop,
Salesforce Marketing Cloud, Bluewolf
• Industry Focus: Healthcare & Life Sciences,
Manufacturing & Automotive
Our Company
M o b i l e A c c e l e r a t o r P r o g r a m
PARTNER
oinio’s HR Evaluation Process
EmployeeSupervisor
Assessment ObjectivesPlaning Measures
Annual Appraisal Interviews
End of Probation Interviews
Recruiting Interviews
Appraisal Interview - Preparation
Interview Planning
Supervisor is planning the
interview by selecting the
employee, interview type, date
and location
1
Notification
Employee and Supervisor are
receiving an email notification
with calendar entry and link to
the
Self Evaluation page
2
Appraisal Interview - Preparation
Preparation Instructions
When starting the Self-Evaluation
process, role-based instructions
will be displayed, with details
about
• Work Tasks
• Performance
• Development & Behavior
• Objective Agreements
Supervisor & Employee will get
instructions to be prepared for
the interview
3
Appraisal Interview - Preparation
Basic Assessment Questions
Free-text questions for employee’s
• Strengths & Achievements
• Development Potential
• Main Goals for the next period
Supervisor & Employee will answer
these questions.
4
Appraisal Interview - Preparation
Detailed Rating
A subset of role-depended
questions has to be answered by
choosing a rating with the slider.
Supervisor & Employee will answer
these questions.
5
Appraisal Interview - Execution
Measures
Comparing & Discussing
Supervisor’s & Employee’s
answers will be displayed for each
questions in order to discuss and
set the final rating.
6
Objectives & Measures
Questions can be marked as “key
topic” for the Employee in order
to define targets & actions for
each.
7
Appraisal Interview - Review
Measures
Review & Documentation
A PDF document will be created
after finishing the process with
the final ratings, targets and
actions.
8
Commitment
After approval from Employee
and Supervisor, HR department
will receive the results.
9
THE EMPLOYEE SUCCESS
PLATFORM
See in Action - Demo
Employee Social
Intranet
Alumni Relations
Internal Helpdesk
Learning & Career
Growth
Recruiting
Hiring Performance
Management
Onboarding & Self-
Help
Apps
Service
THE EMPLOYEE SUCCESS PLATFORM
Employee
Eric Jones
HR Agent
Helen
Taylor
Manager
Mindy
Davis
Recruiter
Rachael
Garcia
Community
Community
Q & A
Thank you !!!

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Salesforce for HR: Transform HR & Employee Engagement

  • 1. Salesforce for HR: Transform HR & Employee Engagement Connect & engage with your employees in a whole new way Birgitta Berger Principal Solution Engineer bberger@salesforce.com Andreas Fechter Engagement Manager | oinio Andreas.Fechter@oinio.com Armin Fakouhi Senior Solution Engineer afakouhi@salesforce.com
  • 2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
  • 3. Salesforce for HR Birgitta Berger, Principal Solutions Engineer, Salesforce
  • 4. 24/7 Access to the Right Information Collaboration & Transparency Integrated Experiences Across Systems Mobile, Engaging User Interface Your Employees Expect the Same Engaging Experiences at Work Cloud Mobilgeräte Soziale Netzwerke
  • 5. Intranet Ticketing Onboarding Portal Learning Management Performance Management HRMS Payroll BI Career Site Recruiting ATS Today’s HR Systems of Record Were Built for Transactions, Not Engagement “There is an error on my paycheck. Who can help me?” “Are there any good trainings to help me close more business?” “Who are our high performers, and how do we learn from them?” Your EmployeesYour Systems
  • 6. Worldwide Epidemic of Disengagement Gallup Study 13%Engaged 24% Actively disengaged 63% Disengaged Source: Gallup “State of the Global Workforce” 2013 230K Employees in 142 countries
  • 7. So How Do You Meet the Expectations of Today’s Workforce?
  • 8. THE EMPLOYEE SUCCESS PLATFORM Transform Engagement Across the Entire Employee Lifecycle Employee Social Intranet Alumni Relations Internal Helpdesk Learning & Career Growth Recruiting Hiring Performance Management Onboarding & Self- Help THE EMPLOYEE SUCCESS PLATFORM
  • 9. Transform Employee Engagement with Salesforce Service Employees Effortlessly 24/7 Self Service Hub Cross-Channel, Personalized Support Reports & Dashboards Automate Employee Process Flexible Processes Automation Seamless Integration Engaging, Mobile User Interface Engage Every Employee Mobile, Social Intranet Share Information, Files & Experts Launchpad for Every App Systems of Record System of Engagement 1 2 3 Social Mobile Connected
  • 10. Engage & Grow Social Intranet Onboarding Employee Apps Social Intranet Social Intranet + 50 Apps Social Intranet Social Intranet + Employee Apps Social Intranet Social Intranet Customers Transforming HR & Driving Employee Engagement Automate & Manage Recruiting App Advertiser Production App Recruiting App 60 HR Apps + Social Intranet Recruiting App HR Apps Feedback & Rewards App Recruiting App Support & Service HR Helpdesk Employee Shared Services HR Helpdesk HR Help Desk HR Shared Services HR & Finance Shared Services HR Service Center HR Help Desk
  • 11. Salesforce Mobile HR Service & Employee Engagement Apps Concierge AppOrg Chart AppApp Menu Social App
  • 12. HR Self Service @ Bombardier Transportation Andreas Fechter, Engagement Manager, oinio
  • 13. 36,000 employees 28 countries / 3 continents Diverse & project-based business Independent operations Cost-optimized products Requires flexible, cost-optimized internal services Bombardier Transportation: Company Overview Rail Vehicles Transportation Systems Services Rail Control Solutions Propulsion & Controls Bogies  Driverless Systems: Monorails, Metros, People Movers  Light rail systems  Metro Systems  Intercity Systems  E-mobility Solutions  Operations and Maintenance  Fleet Management  Asset Life Management  Material Solutions  Component re-engineering and overhaul  Traction converters  Auxiliary converters  Traction drives  Control and communicatio n  Portfolio to match entire range of rail vehicles  Full scope of service over the lifetime of a bogie  Integrated control systems  Automatic train protection and operation  Interlocking systems  Wayside equipment  Services  Light rail vehicles  Metros  Commuter trains  Regional trains  Intercity trains  High speed trains  Locomotives
  • 14. Standard processes & transaction approvals Track & analyze service delivery System access from each location Manage documents & forms Reduce costs Initial Situation HR StrategyHR Challenge’s Provide transparent processes & systems Introduce Employee / Manager HR Self-Service Transactional services with major hubs Provide document management solution Reduce costs by centralize services
  • 15. Salesforce – The Key Enabler Content Library Case Management Process Queues Reporting Workflows & Approvals & Escalations Chatter
  • 16. The „Contact HR Team“ Community Accessible by employees, manager and HR Business Partners Create HR requests Status Tracking Add attachments & comments Business Pre- approval for recruitment HR Forms & Guidelines Frequently Asked Questions Direct Link to E-employee file Collaboration on Cases
  • 17. Common processes & system infrastructure Access from everywhere without any installation Transactional processing in 3 hubs One stop shop “Employee Services” Ability to analyze service delivery Continuous process improvements Results 30,0000 information searches 18,000 service requests 25% cost reduction 6,000 documents controlled
  • 18. What are the next steps on Bombardier‘s HR roadmap Continious Process Improvements Onboarding further Divisions Sharing Salesforce Org with other Bombardier Divisions (Bombardier Aerospace and Bombardier INC) Add Processes Mapping HR Multi-Level process requirements, as end-to-end processes are involving multiple teams Introducing New Features Creating HR documents out of Salesforce (e.g. contracts) and use Salesforce Knowledge for HR team 321
  • 19. HR Evaluation Process @ oinio Andreas Fechter, Engagement Manager, oinio
  • 20. oinio: Company Overview • 150+ customer (500+ engagements/projects) • 80+ global (multi continents) projects • Customer Satisfaction 9.7 of 10.0 Customer Success • Technology leadership in Central Europe (CE) • 2 certified Technical Architects • Recognized leader in data integration • #1 salesforce.com PS Partner in CE • Mobile leadership in CE • Salesforce ISV partner • Silverpop Partner of the year 2014 2nd place Technology Leader • Founded: 2000, Employees: 100+ • Headquarters: Munich • Global Offices:Frankfurt, Shanghai, Hongkong • Partners: salesforce.com, Marketo, Silverpop, Salesforce Marketing Cloud, Bluewolf • Industry Focus: Healthcare & Life Sciences, Manufacturing & Automotive Our Company M o b i l e A c c e l e r a t o r P r o g r a m PARTNER
  • 21. oinio’s HR Evaluation Process EmployeeSupervisor Assessment ObjectivesPlaning Measures Annual Appraisal Interviews End of Probation Interviews Recruiting Interviews
  • 22. Appraisal Interview - Preparation Interview Planning Supervisor is planning the interview by selecting the employee, interview type, date and location 1 Notification Employee and Supervisor are receiving an email notification with calendar entry and link to the Self Evaluation page 2
  • 23. Appraisal Interview - Preparation Preparation Instructions When starting the Self-Evaluation process, role-based instructions will be displayed, with details about • Work Tasks • Performance • Development & Behavior • Objective Agreements Supervisor & Employee will get instructions to be prepared for the interview 3
  • 24. Appraisal Interview - Preparation Basic Assessment Questions Free-text questions for employee’s • Strengths & Achievements • Development Potential • Main Goals for the next period Supervisor & Employee will answer these questions. 4
  • 25. Appraisal Interview - Preparation Detailed Rating A subset of role-depended questions has to be answered by choosing a rating with the slider. Supervisor & Employee will answer these questions. 5
  • 26. Appraisal Interview - Execution Measures Comparing & Discussing Supervisor’s & Employee’s answers will be displayed for each questions in order to discuss and set the final rating. 6 Objectives & Measures Questions can be marked as “key topic” for the Employee in order to define targets & actions for each. 7
  • 27. Appraisal Interview - Review Measures Review & Documentation A PDF document will be created after finishing the process with the final ratings, targets and actions. 8 Commitment After approval from Employee and Supervisor, HR department will receive the results. 9
  • 28. THE EMPLOYEE SUCCESS PLATFORM See in Action - Demo Employee Social Intranet Alumni Relations Internal Helpdesk Learning & Career Growth Recruiting Hiring Performance Management Onboarding & Self- Help Apps Service THE EMPLOYEE SUCCESS PLATFORM Employee Eric Jones HR Agent Helen Taylor Manager Mindy Davis Recruiter Rachael Garcia Community Community
  • 29. Q & A

Editor's Notes

  1. And our employees have the same exact expectations from us, about technology and the way the want to interact, as our customers do. They want 24/7 access to the most up to date, relevant information right when the need it. They want to work in an environment that is transparent, and collaborative, and matches the social mode of” getting things done” that they have come to love in their personal lives. They expect seamless integration of the data between the apps and systems they work across, and of course having it all in a mobile-first, easy to use, format across every device.
  2. Unfortunately, most companies are still running their offices on legacy technology that was implemented over 30 years ago to help HR teams record and manage employee data for things like payroll, compliance and audits. And for the employees who interact with these systems today, the experience is frustrating, time consuming and admin intensive as they have to log in and out of multiple, disconnected systems, and navigate across tools that were not designed for the modern employee.
  3. It starts by shifting your focus away from HR, and onto the employee. Then, to solve this bigger problem, you need to connect your HR systems of record with a system of engagement that will transform every step of the employee experience and give them a single platform to interact with your company, across the entire lifecycle of the employee. Starting with a single place for employees to ask questions and get support. Then expanding that to create a destination for your employees to talk to each other, collaborate around files and content, and find experts and information they need to get their work done. And because it’s a platform, its integrated it with your existing cloud and on prem apps so that your employees can seamlessly move from managing expenses, to collaborating with each other, to logging cases without having to switch in and out of systems. Finally, tie your engagement system to your business processes like Give your employees a single place to start of their day. With the tools your HR teams need to provide first class service and support, an engaging collaboration workspace to connect with each other and with leadership, and the power and flexibility to automate and then adapt key HR processes over time. All built on a single, mobile-first, social cloud platform to create a seamless experience for employees on the front end, all completely integrated with your core HR systems on the back end.