Integrating System of Records and Collaboration Tools

Integrating Systems of Record and Collaboration Tools
- Our Lifeline

© 2020 Harbinger Systems | www.harbinger-systems.com 2
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© 2020 Harbinger Systems | www.harbinger-systems.com
Panel Introduction
3
Dr. Vikas Joshi
CEO, Harbinger Group
Maheshkumar Kharade
AGM Technology, Harbinger Systems

Why Has this Become
Such a Big Deal?
All HR Technology, whether a suite or a point solution,
must integrate well with collaboration tools

By the End of this Session
You Will be Able to Tell…
• How to assess and compare collaboration tools by
their integration readiness
• How to visualize and document integration workflows
• The four foundational integration approaches, and
• How to select the approach best suited for your
product
Harbinger Systems 5

Systems of Record
Human Resources
Information System
• Primary HR software for many
organizations
• Examples
• SuccessFactors
• Workday
• Ultimate Software
Applicant Tracking
System
• Commonly used systems for
pre-hire and hiring needs
• Examples
• iCIMS
• Greenhouse
• Bullhorn
Learning Management
System
• Enabling delivery of learning
through various modes
• Examples
• Docebo
• Canvas
• Moodle
HRIS ATS LMS
Other platforms such as Onboarding, Employee Benefits, Payroll and so on…..

Which collaboration tools are being used most by you or within your organization?
A. WebEx, GotoMeeting or other video conferencing
B. Slack
C. MS Teams
D. Basecamp
E. Google Drive
F. Other (chat in your answer)
Poll #1

Collaboration Tools – Feature Overview
Zoom
• Online Meeting
• Video
• Polls and QnA
MS Teams
• Team Collaboration
• Groups
• Online Meeting
• Document Collaboration
Slack
• Team Collaboration
• Channels
• Task management
Basecamp
• Porject Management
• Task Tracking
• File Sharing
Google Drive
• Cloud Storage
• File Sharing
• Document Collaboration

Integration Example
Automating Virtual Classroom Workflow

Use Case – Enhance LMS to deliver Classroom training using Video
Conferencing
10
• Learning Management Systems should have video conferencing capabilities
• Such capabilities are needed for Virtual Classroom (instructor-led training )
• Currently LMS admin and Trainers are using web meeting tools to bridge the gap
• Organizations already have LMS and Web meeting subscriptions
• Its not cost effective to subscribe to another learning app designed for ILT
• This leads to additional manual work before and after the online video session
• Pre-Session
• Update LMS
• Create Web meetings
• Update learners/employees and LMS
• Post-Session
• Update LMS (session recording, attendance, QnA and other interactions)
• Session Feedback
• Open Questions
• Can this be automated?
• If yes, what does it take?

Integration Readiness of Collaboration Tools
11
Integration
Method
Zoom Slack MS Teams Basecamp
Google
Drive
Marketplace or
Appstore
Yes Yes Yes Yes No
Native SDK Yes Yes Yes Yes No
Web SDK Yes Yes Yes No Yes
REST APIs Yes Yes Yes Yes Yes
Realtime Events Yes Yes Yes No No
Custom Apps Yes Yes Yes Yes No
UI Integration Yes No No No Yes
Marketplace
- Publish Apps (New features or enhancements)
- Advertize, sale, track usage
- Seamless integration for end customers
SDK
- Deliver external app features
- Integrate external apps into your apps
- Native SDK (Andorid and iOS) for mobile apps
- Web SDK for web users
REST APIs and Events
- Ability to synchronize data in the background
- Automate manual activities by linking entitise and
actions across multiple platforms and tools
- Event subscriptions to trigger real-time sync
Custom Apps and UI
Integration
- Provide quick actions and features of your platform
through collaboration tools
- UI integration to provide sealess access to end
users

Zoom integration for ILT
12
LMS Zoom
Create Training Plan
TrainerStudents/Learners
Setup Training (date,
time, participants)
Create Zoom
Meeting/Webinar
Add Participants /
Trainer(s)
Send email invite
Setup Training Calendar
Session Added to
calendar
ILT Session Added to
calendar
Save Zoom event details
Connector
Zoom API Call (POST
Event)
LMS API Call (Update
Interview)
Zoom API Call (POST Add
Participants)
Optionally can set, Questions, poll
etc.
Join Training session over Zoom
Save Recording on Zoom
Cloud
Record Training Session
Notify Completion of
Event
LMSAPI Call (Update
Session)
Save Session Details
(Attendance, length,
QnA, Feedback)
Recording
Zoom API Call (Get
Recording)
LMS API Call (POST
Upload Recording)
Save Session Recording +
Transcript
Web meeting/Webinar

Integration Approaches
13
Anypoint Connector Cloud Connector
Public APIs File Based

Based on your needs, which approach are you most likely to prefer for integrating collaboration tools with
systems of record?
A. Point to Point (P2P)
B. Ready Connectors
C. Enterprise Service Bus (ESB)
D. Microservices
Poll #2

P2P Integration
• GET API Calls (Scheduler based)
• Fetch information from HRIS, ATS, LMS
• Employee details
• Applicant details
• Location information,
• Training schedule etc.
• POST API Calls (Linked to user action)
• Add computed / value added
information data to HRIS, ATS, LMS
• Learner interaction
• Questions and Answers
• Polls
15
Your
Product
Authentication
Basic
OAuth
Network
REST SOAP HRXML
REST SOAP HRXML
REQUEST
RESPONSE
Request
Creator
Response
Mapper
SchedulerEvent
Custom
platform
for
Common
functions
• MS
Teams
• Slack
• Web
Meetings

Harbinger Expertise
•Consultation for Business Case
Discovery
• Business Outcomes
• Collaboration Platform Selection
• Technical Consideration
• Legal readiness
• Cost vs. ROI Analysis
•Integration of one or more tools
• API based
• Custom Apps
• Publish apps to Marketplace

Additional Example
Automating Video Interview Workflow

Adding Video Interview Feature to ATS Quickly
19
• Its important to have video interviewing capability in Applicant Tracking System
• Currently recruiters are using web meeting tools to bridge the gap
• Already have ATS and Web meeting subscriptions
• Its cost effective not to but subscription for video interview platform
• This lead to additional manual work though
• Update ATS
• Create Web meetings
• Update Candidate and ATS
• Post Interview
• Update ATS
• Enter feedback
• Open Questions
• Can this be automated?
• If yes, what does it take?

Zoom Integration for Video Interview
20
ATS Zoom
Move Candidate to
Interview Stage
RecruiterCandidate
Setup Interview (date,
time, panel)
Create Zoom
Meeting/Webinar
Add Participants /
Panelist
Send email invite
Shortlist a Candidate for
an Interview
Interview Added to
calendar
Interview Added to
calendar
Save Zoom event details
Connector
Zoom API Call (POST
Event)
ATS API Call (Update
Interview)
Zoom API Call (POST Add
Participants)
Optionally can set, Questions, poll
etc.
Join Video Interview over Zoom Session
Save Recording on Zoom
Cloud
Record Video Interview
Event
ATS API Call (Update
Interview)
Save Session Details
(participants, length)
Recording
Zoom API Call (Get
Recording)
ATS API Call (POST
Interview Feedback)
Save Video Transcript as
Notes / Feedback

Thankyou for joining us today!
https://harbinger-systems.com hsplmkting@harbingergroup.com
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Need of Collaboration Tools
22
Pre-hire and Hire
• Candidate Relationship
• Applicant Tracking
• Assesments and Interview
Collaboration
• Discussions
• Meetings
• Networking
Employee Engagement
• One on Ones
• Performance Management
• Feedback and Surveys
Productivity
• Project management
• Task Tracking
• Time Tracking
Learning
• ILT
• Just in time help
• Compliance Training
Communication
• Email
• Documentation
• Support
• MS Teams
• Slack
• Zoom/WebEx/GTM
• SAP JAM
• MS Teams
• Slack
• Zoom/WebEx/GTM
• JIRA
• Basecamp
• Trello
• Salesforce
• MS Teams
• Zoom/WebEx/GTM
• Office 365
• Google Drive
• Service Now
• Zoom/WebEx/GTM
• MS Teams
Remote Employee

Case study: Chatbot for Employee Engagement and Performance Management
About Customer
•A US based startup in
performance management
•Multiple employers are using
their platform for real time
continuous performance
management (CPM)
Business situation
•User engagement on
platform was not as
expected
•Providing feedback,
recognition, raises, etc. was
not adopted widely by
employees
•Client wanted to build
Chatbot to enable it in the
flow of work
Solution
•Cloud based chatbot solution
integrating with channels like
Outlook Desktop version,
office 365, web portal,
skype, slack.
•SSO to directly login to
performance system via
chatbot.
•Workflows for goal
management, feedbacks,
recognition are doable using
chatbot
•This further is integrated
with HRIS to reflect
recognition in HRIS
Result
•Significant improvement in
user experience
•Promotes continuous
feedback and increases
employee engagement
•Bot auto trained on request
resolution
•Application usage has
increased by 30%

Collaboration Tools - Overview
TEAM
COLLABORATIONMEETINGS
PROJECT
MANAGEMENT
Similarities
• API for Integration
• Groups
• Cloud Storage
• Task Tracking
• Notifications
Collaboration
Tools
Meetings
Team
Collaboration
Project
Management
MS
Teams
Slack
MS
Teams
• Zoom
• WebEx
• GTM
• MS Teams
• MS Teams
• Slack
• MS Teams
• Slack
• Basecamp
Variations
• Add-ons
• Modes of
communication
• Access to data
through APIs
Similarities
• Video Conference
• VoIP
• Recording Options
• Cloud Storage
• White Board
• Clients (Web,
Desktop,
Mobile)
Variations
• Add-Ons
• Max users in
video and
meeting
• Cloud storage
space
• Subscription
models
Similarities
• Groups/Channels
• Teams
• Chat
• Clients (Web,
Desktop, Mobile)
Variations
• Add-Ons
• Access control
• VoIP and Video
• Subscription
models
• Cloud Storage
Space

Integration examples / Business Scenario
Applicant Tracking
Systems
• Integration with
Credentialing
product
• P2P connectors for
exchanging
candidate info
10+ leading ATS
(Taleo, ADP, iCIMS,
SuccessFactors…)
Microsoft Dynamics
analytics product
• Extracting customer
data analysis for
personalized
messaging
• API based data
exchange
• iFrame based UI
integration on
Dynamics app
Financial Wellness
payroll products
• Extracting data for
calculations
• Integration
primarily with ADP
• Initial approach is
using bulk
operations (flat
files) and later
using P2P
connectors
ESB based
• Integrating two
systems from Food
Processing industry
• Exchanging large
volume of data
audits.
• Current integration
on BizTalk
• Proposed additions
for Mule ESB.
Harbinger Systems 25

Integrating System of Records and Collaboration Tools

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