The 7th Annual HR Shared Services and Outsourcing Summit will be a gathering for corporate HR & shared services executives from companies across North America to exchange ideas, develop new partnerships and discuss the latest tools, technologies and strategies being employed in the profession to enhance departmental efficiencies and propel corporate growth. The event will focus on the most current topics in the HR shared services industry including metrics, automation, outsourcing, globalization, compensation & rewards, benefits and an overall focus on the new strategic role of HR shared services. Join us on May 10-12, 2010 in Chicago, IL as we review how to tackle change management, analyze current and future projects and further develop the instrumental key areas within HR shared services.
Unveiling the Soundscape Music for Psychedelic Experiences
7th Annual HR Shared Services and Outsourcing Summit 2010
1. Sign-up Before March 26, 2010
and Attend the Conference
proudly presents
Only for $1,299!
See page 7.
Transitioning to a Strategic Business Partner
May 10-12, 2010 • Chicago, IL
Join us at the 7th Annual HR Shared Services and
Outsourcing Summit to discuss key priorities in the Shared
Services space including how to: Featured Keynote Speakers:
✔ Balance outsourcing, insourcing and co-sourcing by understanding Karla Younger
the implications of each model, determining the cost effectiveness Director HR Shared Services
associated with each model and evaluating the long-term effects of North America
each on your company; Coca Cola Enterprises
✔ Develop human capital metrics that best fit your business needs for Ed Martinez
use in evaluating current and future projects, and to assist in the VP Shared Services
movement away from metric delivery towards metric analytics; Wendy’s/Arby’s Group
✔ Incorporate HR transformation best practices by expanding the Richard Bye
scale and scope of HRSS offerings and developing successful change Director Global HR Operations
management during the move to the strategic role; Dell
✔ Globalize successful HRSS projects by proactively evaluating
expandability, benchmarking best practices for globalization and Adopt and Adapt Best Practices
regionalization and considering implications of cross-border governance from these Leading Companies:
into a plan; and
Coca Cola Enterprises
✔ Enhance HRSS service delivery through multi-tier models,
Dell
centralization and automation.
Kellogg Company
AOL
This program has been approved for recertification credit hours Wendy’s/Arby’s Group
through the Human Resource Certification Institute (HRCI). For Equifax
more information about certification or recertification, please W.W. Grainger
visit the HRCI homepage at www.hrci.org.
Unisys
The Hanover Group
Sponsor: Media Partners: Enersys
…and many more!
www.hrssoutsourcing.com
2. Shared Services and Outsourcing Network proudly presents... Who Will Attend
Vice Presidents, Directors and Managers
involved in:
• HR Shared Services
• Human Resources
• HR Service Delivery
• HR Metrics
Transitioning to a Strategic Business Partner • HR Operations
• HR Analytics
May 10-12, 2010 • Chicago, IL • HR Technology
• HR Transformation
Dear HR Shared Services Leader: About the Organizer
If we’re going to be completely inve SSON provides
sted in HR Shared Services, we need
develop and implement new processe to research, training, and
s in order to transform from a
transactional business partner to a networking for over
strategic business partner. Further,
to support and evaluate processes we need 4,500 shared services executive members from
to create a model that is the best fit
companies. for our over 50 countries around the world. Whether
you need resources to write a report, facts to
benchmark performance against or simply want
And it all starts with you!
to meet some of your peers at the same stage
of development we can support you. Sign up
The 7th Annual HR Shared Services today, pay only $149.99 USD and receive
& Outsourcing Summit will be a gath
for corporate HR & shared services ering benefits that will help you to take your
executives from companies across
America to exchange ideas, develop North implementation to the next level.
new partnerships and discuss the lates
tools, technologies and strategies t
being employed in the profession.
will focus on the most current topi The event Website: www.ssonetwork.com
cs in the HR shared services industry Email: info@ssonetwork.com
metrics, automation, outsourcing, including
globalization, transformation and Phone: +44 (0)20 7368 9300
focus on the new strategic role. The an overall
7th Annual HR Shared Services and
Outsourcing Summit will offer a uniq
ue opportunity to exchange ideas
today’s strategy and performance and
best practices with your peers.
Sponsorship and Exhibition
In facilitating organization-wide and
lasting change in the way that HR
Opportunities
Services works, you will hear best Shared
practices from transformational lead
how to: ers on Sponsorships and exhibits are excellent
• Develop opportunities for your company to showcase its
a clear HR Shared Services vision to
• Incorpor
gain key stakeholder buy-in; products and services to high-level, targeted
ate best practices to support the tran
• Build a stro
sition to the strategic role; decision makers attending the 7th Annual HR
ng, detailed business model suited Shared Services & Outsourcing Summit. IQPC
to fit your individual company
needs; and SSON help companies like yours achieve
• Create relev
ant and compelling metrics designe important sales, marketing and branding
d for effective measurement
and communication; objectives by setting aside a limited number of
• Identify area event sponsorships and exhibit spaces – all of
s where globalization is viable and
develop an implementation which are tailored to assist your organization in
plan;
• Balance creating a platform to maximize its exposure at
outsourcing, insourcing and co-sourc
• Expand the
ing for transactional processes; the event.
scope of HR Shared Services role in
the organization.
For more information on sponsoring or
I look forward to meeting you in Chic exhibiting at this or upcoming events, please
ago, IL for a productive discussion
to meet and sustain your high-per on how contact Mario Matulich at (212) 885-2719 or
formance objectives in 2010 and beyo
nd! sponsorship@iqpc.com.
Michelle Quint P.S. Maximiz HCRI Credits Available
e your learnin
Program Director experience b g
y attending This program has been approved for
Michelle.Quint@iqpc.com how-to works our recertification credit hours through the Human
hops! See
page 3 and re Resource Certification Institute (HRCI). For more
gister today information about certification or recertification,
!
please visit the HRCI homepage at www.hrci.org.
2 www.hrssoutsourcing.com • 1-800-882-8684
3. Day 1: Pre-Conference Workshops
Monday, May 10, 2010
A 9:30– 12:00 9:00 Registration
Globalizing HR Shared Services: The Payoffs and Tradeoffs
Developing Shared Services in a single country presents a familiar range • Organizational considerations including:
of challenges, however doing it in a global context brings additional - Various global models
challenges that are not simply incremental but transcend the domestic - Governance
issues, substantially multiplying the complexity of the undertaking. - Right-Placing
Most critically, the global Shared Service Model must be sensitive to the - Business Process Selection
needs of local business operations so as not to fall victim to an overly - Skills and Competencies
bureaucratic or ethnocentric approach. This workshop will address the - Site Selection
key issues arising in the globalization of Shared Services for human • Evaluating payoffs, tradeoffs, balance of needs and building the
resources, outlining the major differences to be considered on the business case
global stage. The following topics will be covered:
• Environmental considerations including materials, socio-political and Karen Beaman
economic factors Chief Executive Officer and Global Strategic Advisor
Jeitosa Group International
B 12:30 – 3:00 12:15 Registration – Lunch will be served.
How to Use the Balanced Scorecard & Dashboard for HR Shared Services
This workshop will look at the Balanced Scorecard & Dashboard, and • Develop a framework for your Strategy Map
assess appropriate opportunities for application within HR Shared • Devise the elements for each ‘Leg’ of your Balanced Scorecard
Services. We will look at examples within industry, and highlight • Design your Dashboard concept
critical considerations that can help the HR Shared Services group add
value and be competitive in today’s ‘outsource everything’ Rick Buchman & Charles Hannabarger
environment. From this session, you will be able to: Co-Authors
• Understand the fundamentals of the Balanced Scorecard and Balanced Scorecard Strategies for Dummies
Dashboard approach
C 3:30 – 6:00 3:15 Registration
6 Power Strategies for a Successful In-House HR Service Delivery Model
What if you could transform HR by actually improving the way you If done right, in-house HR Service Delivery can beat outsourced delivery
deliver HR services – but with fewer resources and lower costs? Learn every time – on cost, resources, quality and speed of response time,
how in this very interactive workshop. Join Jim Scully, Founder, HR and customer satisfaction. The workshop will also include a look at
Shared Services Network, who will share insights, do's and don'ts, and Software-as-a-Service HR Shared Services technologies and a multi-tier
lessons learned from the six strategies for building an unbeatable in- approach to HR Service Delivery and share a variety of customer case
house HR Service Delivery model, which include: studies.
1. Measuring your value.
2. Owning your business. Jim Scully
3. Lightening your technology load. Founder
4. Getting rid of waste. HR Shared Services Institute, LLC
5. Loving your people.
6. Creating a super-performing culture. Barbara Levin
SVP Marketing & Customer Community
Enwisen
“I have met a lot of people with good experience and knowledge that they are willing to share and discuss. It's been quite enlightening. To
meet and discuss new areas: things that organizations do, or what executives think when they are either are looking at outsourcing, or
when they are setting up a shared service, how they are trying to transform what they have been doing for a while.”
Milan Desai, Director North America – BPO, Zensar Technologies Inc
Sponsor: 3
4. Day 2: Main Conference Sessions
Tuesday, May 11, 2010
7:30 Registration & Coffee 11:30 In-House HR Shared Services at AkzoNobel
Learn from the project leader how this employer, with 60,000
8:00 Chairperson’s Welcome and Opening Remarks employees worldwide, deployed a world-class HR Shared Services
operation, including:
8:15 Opening Keynote: Developing HR Shared Services into • Building the business case for C-level buy-in, including hard- and
a Valued Business Partner by Developing a Clear and soft-dollar savings as well as strategic impact
Concise Business Plan to Define Strategic Functions • RFP and vendor selection
For Shared Services to demonstrate to key stakeholders its ongoing • Benchmarks and measurements
value toward HR transformation, it is imperative that the organization • Implementation lessons learned
realize the importance and skill level included in this group. There is no • Results and success
better way to illustrate the value the department brings than to
develop a business plan that outlines the current focus and upcoming Kevin Crum
projects and implementation plans. During our opening presentation, Manager of HR Shared Services
Karla Younger of Coca Cola Enterprises will take you through her path Akzo Nobel
toward HR optimization. Benefit from Coca Cola’s successes and
lessons learned as you plan your organization’s transformation or take 12:15 Networking Luncheon
it to the next level. You’ll specifically learn how CCE was able to:
• Align HR to the Business
• Implement a new HR Service Delivery Model
1:15 Evolution of Shared Services: Dell’s Progression from
• Map core processes globally to drive standardization in processes and a Country Model to a Global Shared Services Center
policy As transformation continues from HR to the HR Shared Services
• Build two regional shared service centers using case management group, Dell’s progression has enabled the company to fully utilize a
technology and integrated telephony cohesive team of over 150 employees across Europe, Asia and the
• Launch a global employee portal with employee and manager self Americas. By having a comprehensive plan and utilizing advanced
service technologies the company is world renown for, Dell has already
• Implement global data standards to drive consistent data
transitioned over 1/3 of their processes to the global scale. Learn
• Build centralized Employee Relations teams
best practices for a timely and cost effective HR Shared Services
• Identify critical success factors and lessons learned
global transformation. In this session, you will learn how to:
• Transform to a global Shared Services hub by creating service
Karla Younger
Director HR Shared Services North America centers based in low cost countries
• Understand the progression of Shared Services from a country-
Coca Cola Enterprises
based model to a regional ‘hemisphere’ model to a global model
9:00 HR Shared Services Metrics Best Practice: • Pinpoint business processes within your company that are best left
Determining WHAT and HOW to Measure and the at the regional level
Metrics’ Value Proposition • Utilize multiple HR Shared Service centers for seamless ‘one unit’
Metrics are critical to providing tangible evidence of the success of appearance to the end user
various processes at a time when most organizations are forced to • Determine forefront technologies and support that are critical to a
justify resources. In this session, the following questions will be global model
addressed:
• Establish the key measures to support business strategy Richard Bye
• Identify the behaviors that support key components through relevant
Director Global HR Operations
metrics Dell
• How to Identify and measure leading indicators or the ‘cause’ metrics
• Use metrics to develop individuals to meet business needs
• Realize how to equate the behaviors and address potential points of
2:00 Driving High Performance with an Integrated
weakness within a business
Performance Framework
This discussion will provide a case study involving an organization
Steve Albright that developed and implemented an overall integrated performance
Director HR Shared Services Operations framework. This framework helped drive significantly favorable
W.W. Grainger results, and the creation of a high performance organization culture.
The basic principles and content included in this performance
10:00 Morning Networking and Refreshment Break in the framework are usable across any type of organization, and its
Exhibit Hall success is clearly evidenced by the results achieved. The discussion
will include coverage in the following areas:
10:45 The Outsourcing Balancing Game: Determining Best • A “partnership model” which creates cross-functional integration
Practices to Promote Upmost Business Efficiency to drive success
During the recent outsourcing frenzy, it is crucial that businesses learn to • The performance model that creates a high performance culture
evaluate outsourcing’s implications to the business prior to diving into which includes “many acting as one” toward common goals
any new ventures. There is also a need to evaluate existing outsourcing • A balanced scorecard that identifies the “key focus areas” to
endeavors, as there may be benefits to bring functions back in-house. measure and establish accountability
Ultimately it is imperative that companies proactively evaluate and • Performance levers, or actions that management can take to help
understand the value proposition of balancing outsourcing and
insourcing overall. In this session, you will learn how to: employees exceed expectations
• The actual “best in class” results that were achieved by this organization
• Evaluate a potential outsourcing endeavor to understand the
implications to business Ed Martinez
• Actively manage existing outsourcing engagements
VP Shared Services
for return on spend
• Explore insourcing and global sourcing as alternatives Wendy’s/Arby’s Group
to existing outsourcing ventures
2:45 Afternoon Networking and Refreshment Break in
Mike Lapetina
VP, Worldwide HR Client Delivery Operations
the Exhibit Hall
Unisys
4 www.hrssoutsourcing.com • 1-800-882-8684
5. 3:30 A Pragmatic Approach to Successful Global 4:15 Panel Discussion: Determining the Capacity and
Implementation Scope of Metrics in Your Business
As companies look to develop and expand, globalization is a key As an organization looks to metrics for accurate measurement of their
instrument to improve cost efficiency and streamline crucial HR workforce success and overall business efficiency, it is imperative that
processes. Where the same functions are performed differently companies discern where metrics will fit into the grand business plan.
across the globe, Enersys shows how many tasks can be This session will review successful examples of metrics best practices
consolidated into a comprehensive, task-specific business plan presented by leading industry metrics leaders. In this session, panelists will
throughout Asia, Europe and the Americas while other tasks may discuss their metrics experiences and perspectives on topics related to:
need a more Regional approach. In this session, you will learn how • Defining and creating more sophisticated metrics for better measurement
to: • HR scorecards for areas such as recruitment and retention
• Evaluate a current process to determine where globalization is • Effective SLA metrics related to HRSS call centers
viable • Leveraging and deciding how to best interface metrics with the broader
• Review how to create pragmatic solutions and best practices for community
globalization or regional implementation
• Consider the impact of data protection issues, governance and
Mark Ramirez
Lead, Global Workforce Analytics
laws across borders
AOL
Sid Forrest
Ed Martinez
VP of Human Resources
VP Shared Services
Enersys
Wendy’s/Arby’s Group
5:00 Chairperson’s Closing Remarks
– End of Day 2 Main Conference Sessions
Day 3: Main Conference Sessions
Wednesday, May 12, 2010
7:30 Registration & Coffee • Apply sound analytic design principles to drive
consumption and understanding of your data
8:00 Chairperson’s Recap of Day 2 Main Conference
Mark Ramirez
Sessions & Opening Remarks
Lead, Global Workforce Analytics
AOL
8:15 The New Technology Model for HR Shared Services
Today, bringing all or components of HR Shared Services in-house is more
10:00 Morning Networking and Refreshment Break in the
affordable – with a higher level of success – than ever before. By leveraging
Exhibit Hall
Software-as-a-Service (SaaS) solutions for the key components of HR Shared
Services – such as an employee portal, a knowledgebase, case management
10:45 Expanding HR Shared Services: A Centralized Model
tools and more – solutions can be up and running quickly, with a low total
for Employee Relations
cost of ownership and a high ROI. This session will explore:
• The various technology platforms for HR service delivery, HR Shared
As the functionality of Shared Services expands, we must look to
incorporate more refined components into the HR Shared Services’
Services and the new multi-tier approach
• When SaaS and Cloud solutions make sense
portfolio. As many traditional functions have already been
• How to build your technology requirements
outsourced or automated including payroll, benefits and
• Vendor evaluation
compensation, there is room to tackle "Employee Relations" and
• Preparing for deployment
institute a more centralized model. This session will review how a
Fortune 200 financial services company built and integrated a
Anne Paterra centralized Employee Relations function into their HR Shared
Senior Director, HRSS Services model. In this session, you will learn how to:
• Identify key components of a centralized Employee Relations
Kellogg Company
function
9:15 Workforce Analytics: Delivering Real Value Through • Evaluate organizational readiness for the centralization of Employee
Creative Metric Design Relations
• Identify keys to a successful design and implementation plan
Based on where your company is at in its lifecycle, typical human
• Avoid common pitfalls in the implementation of centralized
capital metrics may not be revealing the insights you need. In this
case study AOL will outline how their HR organization approaches Employee Relations
• Discuss future phases of shared services models, including a case
metric design in order to deliver meaningful and actionable data
back to the business. Additionally, AOL will provide 'easy-to- study of The Hanover Group
advanced' metric development examples to ensure that you can take
Cara Pawlisch
away practical models that are applicable to your specific needs. In
AVP, Employee Relations and HR Solutions
this session you will learn how to:
• Select or design relevant metrics to fit your business
The Hanover Group
• Transition from a data reporting function
to one of data analysis and consultation
Sponsor: 5
6. 11:30 HR Modernization: People Readiness Strategies to upper management
Enable Transformation • Create a successful in-house HR Shared Services center focused on
The differentiating point which ultimately led to the success of Science customer service, cost efficiency and data quality
Applications International Corporation’s (SAIC’s) HR Shared Services • Identify talent within the company and develop a plan for
model was the integrated “people readiness” approach embedded in recruiting the optimal talent
the project management discipline for all projects. By incorporating
Shelby Pyatt
people readiness services, tools, and templates in their project
Director Compensation, Benefits & Shared Services
management discipline, SAIC was able to manage change impacts by
preparing individuals for new roles (inside or outside the company) Rayonier, Inc.
through communications, training, and HR transition support services. Michael Fountain
SAIC was able to create a well-received and flourishing HR Shared Sr. Manager, Benefits, Employee Services & Risk
Services center. In this session, you will learn how to: Management
• Support the transition to Shared HR Transactional Services through
Rayonier, Inc.
a comprehensive people readiness approach to change
management
• Incorporate people readiness activities, tools, and templates into a
3:00 Afternoon Networking and Refreshment Break in
program management approach to enable successful project the Exhibit Hall
execution
• Use the People Readiness service model to set the stage as a 3:30 Revving Up the HR Shared Services Engines:
Service Model for more strategic HR Shared Services Expanding the Scope and Services
As Shared Services evolves and grows within a company, the division
Lisa King must learn to adapt and master new functions in order to further
Deputy HR Program Manager establish themselves within the organization. Through their
SAIC advanced HR Shared Service center, Ikon shows us how the removal
of transactional tasks allows time and resources to concentrate on
Kathy Berrie developing new strategic areas. In this session, you will learn how to:
VP Human Resources Corporate • Develop an HR Shared Services strategy so as it aligns with
SAIC company strategy and focuses on:
– Driving revenue
12:15 Networking Luncheon – Impacting the bottom line
• Provide metrics to demonstrate ROI and secure stakeholder buy-in
1:30 Change Management in HR Transformation: A • Manage human capital effectively and resourcefully
Pragmatic Approach • Recruit and retain top talent for HR Shared Services
• Expand HR Shared Services portfolio to include additional
When a new model of HR Service Delivery has been implemented,
“change happens” and employees must adopt a new way of responsibilities
working with HR to ensure that HR talent finally gets the chance to
Angie Kenworthy
operate more strategically. But is everyone ready? Change
Director HR Programs & Leadership Development
management must focus on making the new way work. It must go
beyond convincing stakeholders that the future state is right to IKON Office Solutions
enable the future state to work right. This session provides practical Amandalyn Bassett
advice, examples and lessons learned based on over 15 years of Senior HR Manager
shared services experience from a change management professional IKON Office Solutions
turned HR shared services executive and consultant. In this session,
you will learn how to: 4:15 How HR Shared Services Comes Full Circle and Back
• Address the three levels of human change: Head (understanding),
In-House Again
Heart (willingness) & Hands (ability)
• Positively reinforce change in order to ensure its success
Moving beyond the phase of outsourcing frenzy, this case study
• Utilize the equation for change: (Willing to + Able to) X Positive
illustrates the importance of a focus on strategy from the beginning
of a HR Shared Services model. Broadridge has evolved from an
Reinforcement = Change & Utilize the equation for change
• Emphasize execution by all parties to ensure the process works
insourcing based delivery model to outsourcing focused model and
now has begun to bring functions back in-house. Christin Spigai will
Jim Scully illustrate the importance of realizing the hidden costs associated
Founder with outsourcing and the years of errors it could potentially bring to
HR Shared Services Institute, LLC your organization. By reviewing lessons learned and outlining what
has been done to address the outsourcing issues, Broadridge is now
amidst developing a successful in-house HR Shared Services model.
2:15 Beyond Getting the Right People in the Right Seats:
In this session, you will learn how to:
Talent Management Strategies to Develop HR • Strategize from the beginning during the development of HR
Shared Services Shared Services within your organization
Whether sparked by cost, company size or a need for control, many • Realize the hidden costs and ongoing process errors of outsourcing
companies are choosing to keep the Shared Services group and
when weighing the cost benefit of outsourcing vs. insourcing
associated functions in-house. Rayonier’s successful in-house HR • Fully develop the value proposition of HR Shared Services
Shared Services group is mainly attributed to a focus on talent
management. By developing existing top performers and recruiting Christin Spigai
new talent, Rayonier was able to maximize ROI and establish a Sr Director, HR Technology Solutions
celebrated HR Shared Services program that is well-accepted across Broadridge
the organization. In this session, you will learn how to:
• Leverage the benefits of the Shared Services in-house model to
5:00 Chairperson’s Closing Remarks & End of Conference
a“My shared services group is still building. So you might ask me why this conference is important. It's important to me because it starts to
show me the road I need to take. It tells me what i shouldn't do, what to watch out for, to not jump the gun. Yes, so while everything may
not be to my level, meaning that a lot of these companies are well past us, it shows me the road where I need to begin.”
Penny Formella, Shared Services Leader, Actuant Corporation
6 www.hrssoutsourcing.com • 1-800-882-8684
8. International Quality & Productivity Center
REGISTRATION CARD 535 5th Avenue, 8th Floor
YES! Please register me for New York, NY 10017
❑ Conference Only Choose Your Workshop(s)
❑ Workshop(s) Only ❑A ❑B ❑C
See Page 7 for pricing details.
Your customer registration code is:
When registering, please provide the code above.
Name__________________________________ Job Title ________________________
Organization____________________________________________________________
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Address________________________________________________________________
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Phone________________________________Fax_______________________________
E-mail__________________________________________________________________ 5 EASY WAYS TO REGISTER:
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❑ I cannot attend, but please keep me informed of all future events. 18172.002/D/SC New York, NY 10017
Sign-up Before March 26, 2010
and Attend the Conference
proudly present
Only for $1,299!
See page 7.
Transitioning to a Strategic Business Partner
May 10-12, 2010 • Chicago, IL
Sponsor: Media Partners: