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SUMMER INTERNSHIP REPORT
SUMIT SINGH (MBA-HRD, DELHI SCHOOL OF ECONOMICS)
(3rd June – 31st July 2019)
UNDER THE GUIDANCE OF
Dr. Shikha Sachdeva
Assistant Professor
MBA (Human Resource Development)
To leverage technology to enhance IndiGROW user experience and
make the process simple, hassle free and effective.
OBJECTIVE
Enhancing PMS Tool
(IndiGROW)
Dashboard Creation Workflow Creation
Going through the
existing PMS
information and
IndiGROW details
Gathering
information of
linkages, processes,
platform related to
IndiGROW
Understanding PMS
tool details of other
Organization
Identifying the
commonly occurring
issues and lacking
functionalities in
IndiGROW
Analyzing, building
various logic and
suggesting the
necessary changes
in tool
Documented all the
suggestion to
describe workflow
and easy knowledge
transfer
WORK METHODOLOGY:
1. Checked existing phase processes in details.
2. Hands on practice with different user level access.
3. Noted major area of concern.
4. Identified commonly occurring issues.
5. Took ideas from internet and Suggested changes.
RESEARCH ANALYSIS:
KRA
Phase
Check-in
Phase
Annual Check-in Phase
Example:
1. No Objective Start/End date.
2. Redundant data.
3. Unnecessary clutter.
4. Missing out important features like Bulk upload, Feedback recognition, PIP etc.
New functionalities to
build
1. Discussed important functionality which was not
available on the tool.
2. Explored external product features, past experience.
3. Took ideas from internet.
4. Documented the requirement.
INTERNAL STUDY
VENDOR EVALUATION STUDY: (External)
1. Evaluated above vendors for their features regarding PMS.
2. Checked what common features various PMS tool provides.
3. What insights they are providing, how they are providing it.
4. What is the scalability of the product.
P PPP
C CCC
1. Modular – Customizable,
Intuitive UI.
2. Ongoing reviews
feedback.
3. Easy integration.
4. Nimble – Get things done
on the go.
5. Actionable Insights
1. Fairly New Product.
2. No Proven successful
history record.
3. No bigger client base.
1. Purely Employee
Engagement.
2. No Proven successful
history record.
3. Expensive.
1. Fairly New Product.
2. UI was very colorful.
3. No proven successful
history record.
1. Mostly Data related
query will be handled.
2. Work path needs to
design by IndiGo
1. Chat based AI bot.
2. Customizable.
3. Easy integration with
WhatsApp.
4. Solve data information
related queries.
1. Employee engagement.
2. AI based Chat bot
(Amber).
3. No login, signup or app
required.
4. Option to go Anonymous.
5. Used in 65+ Countries.
6. Big Clientele including
Vistara.
1. Voice/Chat Interface.
2. Feedback and
Engagement Check-in
3. Real time insights
4. Competency Mapping
5. Talent Card
1. Checked existing reports and dumps.
2. Checked the logic applied.
3. Some of the existing reports were not giving correct data.
4. Applied logics to derive expected data like department wise status, Bandwise status, Total headcount ,
Progress status etc.
5. Created new reports as well which do not exist in the system, like Succession planning, PIP Summary etc.
DASHBOARD CREATION:
P1 1. Reports Addition
P1 2. KRA & Annual Check in Report
P1 3. Check-in completion Report
P2 4. Promotion Summary Report
P2 5. Potentiality and Criticality Assessment
P1 6. Succession Planning
P1 7. PIP summary report
P1 8. Dump data Download functionality
Reports
Priority Categorization | Roles -> Employee AM/RM
(HOD)
HRBP PMS
Admin
KRA Phase
P2 1. Address Path, Review Period & Back Button Functionality a a a a
P2 2. KRA submission popup a a a a
P2 3. Objective Start/End Date a a a a
P1 4. Auto Populate Goals a a a a
P1 5. Bulk upload KRAs r a r a
P1 6. KRA form display a a a a
P1 7. Others a a a a
Check-in Phase
P2 1. Address Path, Review Period & Back Button Functionality a a a a
P1 2. Collapse Self progress Notes a a a a
P2 3. Background Color and position for “self progress notes” Column a a a a
Annual Check-ins Phase
P2 1. Address Path, Review Period & Back Button Functionality a a a a
P2 2. Mouse over a a a a
PMS SUGGESTION SUMMARY:
Priority Categorization | Roles -> Employee AM/RM
(HOD)
HRBP PMS
Admin
UI Changes and Other Functionality
P1 1. New Home Page a a a a
P2 2. Timeline addition details a a a a
P2 3. Employee details removal from left and move under username a a a a
P1 4. Add PIP tab under Other section a a a a
P2 5. Add “My Feedback & Recognition” a a a a
P2 6. Role Selection Functionality r a a a
P2 7. Roll Over/ Notification center r a a a
PMS SUGGESTION SUMMARY:
1. Workflow creation for Performance Improvement Plan.
2. Workflow creation for Check-in Completion.
3. BRD document creation.
4. PMS Suggestion deck.
30
Recommendation
In Total.
NEW FEATURES
30 Suggestions to incorporate in IndiGROW
tool for effective results.
To build various dashboards in tools for
effective managerial supervision.
To include PIP (performance improvement
plan) in online tool.
RECOMMENDATION(S):
CONCLUSION:
IndiGo being a fairly new entrant in the process of online performance management, below few
recommendation was suggested.
1. It was recommended for Performance management tool to include a total of 31 suggestions
(shown in the detailed recommendation summary table) as per the discussion with various
stakeholders.
2. It was recommended to generate more people insights by including various data points like
gender column, successor identified, promotion eligibility and others.
3. It was recommended to created various workflows for all the PMS related process so that in
future if someone wants to refer the process they can just go through the process document.
4. It was also suggested to create functionalities based on user rights.
As of 16 Sep 2019, many of the above recommendations were incorporated by IndiGo, such as:
1. PIP is being online.
2. Dashboards are being prepared for effective supervision.
3. Automated tracker is being used for KRA report generation.
MANAGERIAL IMPICATIONS:
The suggested recommendation will have following implications.
1. The enhanced PMS tool will help in saving lot of time for employees,
HRBP, managers and admins.
2. It will be easy to supervise various reports as data is being populated in
one place.
3. It will be easy to check the pending, completed, in progress status at
one place which will help in saving huge time.
4. Automated tracker will generate reports of 24 departments regarding
various KRA and Annual Check-in status
5. Easy to manage PIP once it becomes part of IndiGROW.
Additional Activities
Created Automated tracker
for most used KRA &
Annual Check-in status
Report .
Experienced the
academy meet at iFly.
1
2
Content collection
for Newsletter.
3
SHOWQUICKDEMO
Annexures
DOCUMENTS
SUGGESTIONS (snapshots):
DASHBOARD (snapshots):
Thank you!

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Enhance IndiGROW PMS Tool

  • 1. SUMMER INTERNSHIP REPORT SUMIT SINGH (MBA-HRD, DELHI SCHOOL OF ECONOMICS) (3rd June – 31st July 2019) UNDER THE GUIDANCE OF Dr. Shikha Sachdeva Assistant Professor MBA (Human Resource Development)
  • 2. To leverage technology to enhance IndiGROW user experience and make the process simple, hassle free and effective. OBJECTIVE Enhancing PMS Tool (IndiGROW) Dashboard Creation Workflow Creation
  • 3. Going through the existing PMS information and IndiGROW details Gathering information of linkages, processes, platform related to IndiGROW Understanding PMS tool details of other Organization Identifying the commonly occurring issues and lacking functionalities in IndiGROW Analyzing, building various logic and suggesting the necessary changes in tool Documented all the suggestion to describe workflow and easy knowledge transfer WORK METHODOLOGY:
  • 4. 1. Checked existing phase processes in details. 2. Hands on practice with different user level access. 3. Noted major area of concern. 4. Identified commonly occurring issues. 5. Took ideas from internet and Suggested changes. RESEARCH ANALYSIS: KRA Phase Check-in Phase Annual Check-in Phase Example: 1. No Objective Start/End date. 2. Redundant data. 3. Unnecessary clutter. 4. Missing out important features like Bulk upload, Feedback recognition, PIP etc. New functionalities to build 1. Discussed important functionality which was not available on the tool. 2. Explored external product features, past experience. 3. Took ideas from internet. 4. Documented the requirement. INTERNAL STUDY
  • 5. VENDOR EVALUATION STUDY: (External) 1. Evaluated above vendors for their features regarding PMS. 2. Checked what common features various PMS tool provides. 3. What insights they are providing, how they are providing it. 4. What is the scalability of the product. P PPP C CCC 1. Modular – Customizable, Intuitive UI. 2. Ongoing reviews feedback. 3. Easy integration. 4. Nimble – Get things done on the go. 5. Actionable Insights 1. Fairly New Product. 2. No Proven successful history record. 3. No bigger client base. 1. Purely Employee Engagement. 2. No Proven successful history record. 3. Expensive. 1. Fairly New Product. 2. UI was very colorful. 3. No proven successful history record. 1. Mostly Data related query will be handled. 2. Work path needs to design by IndiGo 1. Chat based AI bot. 2. Customizable. 3. Easy integration with WhatsApp. 4. Solve data information related queries. 1. Employee engagement. 2. AI based Chat bot (Amber). 3. No login, signup or app required. 4. Option to go Anonymous. 5. Used in 65+ Countries. 6. Big Clientele including Vistara. 1. Voice/Chat Interface. 2. Feedback and Engagement Check-in 3. Real time insights 4. Competency Mapping 5. Talent Card
  • 6. 1. Checked existing reports and dumps. 2. Checked the logic applied. 3. Some of the existing reports were not giving correct data. 4. Applied logics to derive expected data like department wise status, Bandwise status, Total headcount , Progress status etc. 5. Created new reports as well which do not exist in the system, like Succession planning, PIP Summary etc. DASHBOARD CREATION: P1 1. Reports Addition P1 2. KRA & Annual Check in Report P1 3. Check-in completion Report P2 4. Promotion Summary Report P2 5. Potentiality and Criticality Assessment P1 6. Succession Planning P1 7. PIP summary report P1 8. Dump data Download functionality Reports
  • 7. Priority Categorization | Roles -> Employee AM/RM (HOD) HRBP PMS Admin KRA Phase P2 1. Address Path, Review Period & Back Button Functionality a a a a P2 2. KRA submission popup a a a a P2 3. Objective Start/End Date a a a a P1 4. Auto Populate Goals a a a a P1 5. Bulk upload KRAs r a r a P1 6. KRA form display a a a a P1 7. Others a a a a Check-in Phase P2 1. Address Path, Review Period & Back Button Functionality a a a a P1 2. Collapse Self progress Notes a a a a P2 3. Background Color and position for “self progress notes” Column a a a a Annual Check-ins Phase P2 1. Address Path, Review Period & Back Button Functionality a a a a P2 2. Mouse over a a a a PMS SUGGESTION SUMMARY:
  • 8. Priority Categorization | Roles -> Employee AM/RM (HOD) HRBP PMS Admin UI Changes and Other Functionality P1 1. New Home Page a a a a P2 2. Timeline addition details a a a a P2 3. Employee details removal from left and move under username a a a a P1 4. Add PIP tab under Other section a a a a P2 5. Add “My Feedback & Recognition” a a a a P2 6. Role Selection Functionality r a a a P2 7. Roll Over/ Notification center r a a a PMS SUGGESTION SUMMARY: 1. Workflow creation for Performance Improvement Plan. 2. Workflow creation for Check-in Completion. 3. BRD document creation. 4. PMS Suggestion deck. 30 Recommendation In Total. NEW FEATURES
  • 9. 30 Suggestions to incorporate in IndiGROW tool for effective results. To build various dashboards in tools for effective managerial supervision. To include PIP (performance improvement plan) in online tool. RECOMMENDATION(S):
  • 10. CONCLUSION: IndiGo being a fairly new entrant in the process of online performance management, below few recommendation was suggested. 1. It was recommended for Performance management tool to include a total of 31 suggestions (shown in the detailed recommendation summary table) as per the discussion with various stakeholders. 2. It was recommended to generate more people insights by including various data points like gender column, successor identified, promotion eligibility and others. 3. It was recommended to created various workflows for all the PMS related process so that in future if someone wants to refer the process they can just go through the process document. 4. It was also suggested to create functionalities based on user rights. As of 16 Sep 2019, many of the above recommendations were incorporated by IndiGo, such as: 1. PIP is being online. 2. Dashboards are being prepared for effective supervision. 3. Automated tracker is being used for KRA report generation.
  • 11. MANAGERIAL IMPICATIONS: The suggested recommendation will have following implications. 1. The enhanced PMS tool will help in saving lot of time for employees, HRBP, managers and admins. 2. It will be easy to supervise various reports as data is being populated in one place. 3. It will be easy to check the pending, completed, in progress status at one place which will help in saving huge time. 4. Automated tracker will generate reports of 24 departments regarding various KRA and Annual Check-in status 5. Easy to manage PIP once it becomes part of IndiGROW.
  • 12. Additional Activities Created Automated tracker for most used KRA & Annual Check-in status Report . Experienced the academy meet at iFly. 1 2 Content collection for Newsletter. 3 SHOWQUICKDEMO

Editor's Notes

  1. So the objective of my project was to leverage technology in a way that it makes use of IndiGROW or PMS simple, intuitive, hassle free and effective.
  2. In order to solve this business challenge, I followed this six step approach. First of all, I went through existing PMS information , how employees are filling their goals, doing check-ins , what is the period of each phase , followed by gathering the required information of data linkages, on what platform tool is built , what are the pros and cons of those platform and various process followed in the tool. Once, I did the internal research then I analyzed the other organization PMS tool, sat on various meeting, I saw how their tool look like , what functionality they are providing, I leverage my previous organization experience and checked how Accenture’s PMS tool works. Once I did all the research regarding PMS tool, then I started identifying the common issues faced by our employees, what functionalities, people insights we are lacking and then I started analyzing all the current data and started building various logics and noted down necessary changes. And finally I documented all these recommendation in detail (BRD format/workflow) for easy knowledge transfer for any team/individual.
  3. So, I divided my work in three major section, i.e. how to generate people insight, reviewing and making changes in phase-wise functionalities to make it more simple and hassle free and Suggested new features to add in IndiGROW to make PMS more effective. So, I started with deriving people insights first, I checked existing data in each and every report, discussed with Neenu as well what kind of insights she wants to look at, and keeping all these things in mind, I picked each report one by one, I found they were missing some very important data points ..example Gender column and also, logics were not correct in promotion report, so I started adding required columns, cleaning up data and building logics and derived data in new columns and then used functions and pivot functionality to create expected dashboard.
  4. After working on reports section, I picked the phase wise functionalities of PMS, I had explored the tool initially as an employee, as a L1, L2 manager, and after working with reports, I had become quite familiar with the tool, now I opened a word doc, and started noting down each issue that I felt in this tool, I took snapshots and tried to explain the issue in detail in document , point by point. So, there were some basic common , obvious issues were there for which I have asked for rectification in my BRD document, then there are some really troublesome issue which eats a lot of time of user ex. Unable to see full goal in Annual check-in, for that I discussed with Ma’am and noted her suggestion and I also leveraged my past org. PMS experience and the vendors I had met, so we also proposed a different way of showing data to employee, like a dialog box would open when a employee click on a KRA. And similarly, addressed all such issues pertaining to all the phases.
  5. So, while working on all these phase wise functionalities, I was also searching internet for what practices other organization followed, if I liked something, some feature, I took snapshot, and try to incorporate it in our tool, ex. Feedback and recognitions , Development programmes, such features were present in other tools, notification center to show all your activities , so all such features we suggested in the document. And when I got to know that process like PIP, functionality do not exist in the tool, then we also brought this in our enhancement suggestion list, continuous review, meetings helped me in refining my work, later based on discussion with Neenu Ma’am, I created workflow for PIP and check-in completion for easy knowledge transfer for any individual. And then a full fledged BRD was created as required by IT team to implement these functionality.
  6. Apart from