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© Allen & Overy 2016
Delivering value from PeopleSoft
HCM 9.2
Chris Pannell
3rd March 2016
© Allen & Overy 2016 22
Agenda
1. Introduction
2. Background to PeopleSoft at Allen & Overy
3. Our approach to upgrades and maintenance
4. Four steps to moving beyond compliance discussions
5. Emerging thinking on future direction at Allen & Overy
6. Questions
© Allen & Overy 2016
Background to PeopleSoft at Allen & Overy
© Allen & Overy 2016
527
Partners
2,680
Lawyers
4,949
People
44
Offices
31
Countries
People systems are critical at a global firm
like Allen & Overy
†All figures represent the financial year 2014/15
Geographic split by total number of lawyers † People systems landscape

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© Allen & Overy 2016
PeopleSoft HR has been at the centre of our
people systems platform for 13 years
HR 8.8
Tools 8.43
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
ELM 8.8
Tools 8.45
HR 9.0
ELM 8.8
Tools 8.49 Tools 8.53
HCM 9.2
ELM 8.8
Tools 8.54
A brief history of PeopleSoft tools and applications
– Core HR
– Self service
– Global partner payroll**
– UK staff payroll**
– Local payroll interfaces
– Joiners, changers, leavers
– Performance reviews
– Absence request / approval
– Course administration
– Online learning
– Training history
– CPD tracking
– Certification
– Training materials
PeopleSoft HCM Modules PeopleSoft ELM Modules
SENTIMENT
© Allen & Overy 2016
The HR Systems team incorporates
functional, technical and reporting skills with
first line support in the Belfast SSC
London Team
Functional Technical Reporting
PeopleSoft Specialist PeopleSoft
Technical Specialist
Business Intelligence
Manager
Information Analyst PeopleSoft
Technical Specialist
HR Reporting Specialist
Functional specialist
(contractor)
Belfast Team
Helpdesk
Information Analyst
Information Analyst
* All roles permanent unless otherwise stated
© Allen & Overy 2016
Our approach to upgrades and maintenance
© Allen & Overy 2016 8
Our commitment to PeopleSoft payroll has
driven the maintenance schedule and
application upgrades
There is an
argument
for
delivering
more value
from our
HCM 9.2
investment
Opportunities
offered by the
application
offer so much
potential to
address real
business
problems
But it is a
significant
investment to
simply
achieve
compliance
Our HCM 9.2
upgrade was
driven by
need to be on
a supported
platform for
payroll
The risk of not
paying staff or
partners is a
persuasive
argument!
We have used a coordinated approach to moving the discussion around
PeopleSoft HCM beyond issues of compliance

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© Allen & Overy 2016
Four steps to moving beyond compliance
discussions
© Allen & Overy 2016
Step 1 – Identifying opportunities to improve
the status quo at upgrade time drives early
buy-in
– We realised early on that payroll support
isn’t visible or exciting to stakeholders
– We looked for opportunities to bring
about positive change in addition to the
core deliverables
– We were careful to select high-impact
but relatively low effort opportunities
– Used global business assurance group
as sounding board
– We used the opportunity of the project
to make sensible technical changes that
had been outstanding for some time
Our approach
– Delivered a new home page with added
functionality
 My details
 To do list
 Recently used
– Dropped custom branding during
application
– Splash screen
– Moved to self-service reporting framework
for payslips (reduced DB size by about
100Gb, 62.5%)
– Move to asynchronous email improved
responsiveness of one of our most used
parts of the system
Things we changed during the upgrade
© Allen & Overy 2016
Our self service home page changed
11
© Allen & Overy 2016
Step 2 – Framing your plans for PeopleSoft
within an overall HR systems strategy
provides context for discussion
12
Remove inefficiencies by giving people the right tools to execute their roles effectively
‒ Fix fundamental issues in HR system administration that result in an industry of manual workarounds
‒ Eliminate the need for offline repositories of data by delivering compelling solutions on our core HR system
‒ Maximise the value of investment in new systems by building robust integrations
Our vision is to build a trusted, efficient and advanced platform of global HR technology and process that supports our high
performance culture by delivering an environment of data-driven decision making.
Build an advanced and scalable HR platform
‒ Provide decision makers with easy access to the right information at the right time
‒ Empower our people by removing the need to be at their desk to take action
‒ Develop better systems integrations to help automate our employee lifecycle processes
‒ Support the move to cloud solutions for specialist functional HR areas
Ensure the business has access to accurate, timely and reliable data
‒ Standardise HR processes to ensure consistency and repeatability
‒ Eliminate errors and reduce training time by using intelligent systems to guide our administrators
‒ Reduce the complexity of administering the HR system by cleansing and simplifying our reference data
Trusted
Efficient
Advanced

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© Allen & Overy 2016 13
Step 3 – changing the resource model can
alleviate organisational constraints
‒ Getting more value from our
PeopleSoft investment
‒ Analysis and business caseA trusted Oracle Gold certified partner with
a proven track record in supporting our
PeopleSoft HR system.
HCM 9.2 Optimisation
Pre-configured solutions
‒ HR Administrator work centre
‒ New Hire Activity Guide
‒ Transfer Process Activity Guide
‒ Manager work centre
Through our master services agreement
with Cedar we have access to an industry
leading team of consultants that we can
call upon flexibly.
With Cedar we can deliver value added
activities independently of core platform,
BAU and project work. It offers an
alternative resourcing model for the future.
Fresh, external perspectives
‒ Cross sector experience
‒ Best practice
‒ Mobile applications
© Allen & Overy 2016
Step 4 – Developing a case that links system
changes to business benefits is crucial to
acceptance. Emerging thinking on future direction
at Allen & Overy
© Allen & Overy 2016 1515
The hire process in our HR SSC is largely
manual and risks data quality
Current situation
– Users have 24 page instructional guide
– 45 hires per month @ 140 minutes per hire
– Smart Hire template not optimised
– Communications are largely manual
– No integration from current ATS duplicating effortHire
Process How can HCM 9.2 technology help?
– Smart HR integration with ATS
– New hire activity guide
– HR Administrator work centre
– Automated notifications
Business benefits
– 75-80% reduction in effort (approx.155 days p.a.)
– Process compliance
– Improved data quality
– Reduced training times
© Allen & Overy 2016 1616
The management of trainee data does not
promote our advanced brand
Current situation
– Spread sheet based administration; some contain
highly sensitive personal data
– Trainees asked for the information multiple times
– Inability to report
– Trainee experience not aligned the strategic aim
to be the world’s most advanced law firm.
Trainee
Management How can HCM 9.2 technology help?
– Trainee profile
– Trainee payment requests component
– External facing trainee portal
– BI publisher for mini-CVs
Business benefits
– Improved data quality
– Better reporting capability
– Improved audit / compliance / risk position
– Improved trainee experience (Fluid UI?)

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© Allen & Overy 2016 1717
Our approvals matrix for terms & conditions
changes is manual and leads to repetition
Current situation
– Core HR transactions have 4-5 touch points
– Approval matrix is implemented manually
– Cases created separately in ServiceNow
– Audit trail is contained in ServiceNow
Core HR
Processes How can HCM 9.2 technology help?
– Manager self-service transactions
– Automated workflow and approval (AWE)
– Direct database update where possible
Business benefits
– Data changes are closer to HRMs who have
business context
– Improved audit / compliance / risk position
– Better reporting capability
– Better, faster outcomes for staff
© Allen & Overy 2016 1818
We can surface measures of data quality to
help improve the validity of our analysis
Current situation
– Data discrepancy reporting occurs in Cognos
reporting not in the PeopleSoft system where
errors are being made
– Monthly, retrospective exercise to clean-up
– No real-time view
– No analytics or trend reportingData Quality
How can HCM 9.2 technology help?
– Role-based data quality work centre
– Summary dashboard / analytics
– Actionable information close to source
– Data quality monitoring is “always on”
Business benefits
– Improved consistency and accuracy of data
– Identification of training needs
– Real time view can be shared with leadership
© Allen & Overy 2016 19
Questions?
These are presentation slides only. The information within these slides does not
constitute definitive advice and should not be used as the basis for giving definitive
advice without checking the primary sources.
Allen & Overy means Allen & Overy LLP and/or its affiliated undertakings. The term
partner is used to refer to a member of Allen & Overy LLP or an employee or
consultant with equivalent standing and qualifications or an individual with
equivalent status in one of Allen & Overy LLP’s affiliated undertakings.

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Allen & Overy: Delivering Business Value from Our PeopleSoft HCM 9.2 Investment - Chris Pannel, Allen & Overy

  • 1. © Allen & Overy 2016 Delivering value from PeopleSoft HCM 9.2 Chris Pannell 3rd March 2016
  • 2. © Allen & Overy 2016 22 Agenda 1. Introduction 2. Background to PeopleSoft at Allen & Overy 3. Our approach to upgrades and maintenance 4. Four steps to moving beyond compliance discussions 5. Emerging thinking on future direction at Allen & Overy 6. Questions
  • 3. © Allen & Overy 2016 Background to PeopleSoft at Allen & Overy
  • 4. © Allen & Overy 2016 527 Partners 2,680 Lawyers 4,949 People 44 Offices 31 Countries People systems are critical at a global firm like Allen & Overy †All figures represent the financial year 2014/15 Geographic split by total number of lawyers † People systems landscape
  • 5. © Allen & Overy 2016 PeopleSoft HR has been at the centre of our people systems platform for 13 years HR 8.8 Tools 8.43 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 ELM 8.8 Tools 8.45 HR 9.0 ELM 8.8 Tools 8.49 Tools 8.53 HCM 9.2 ELM 8.8 Tools 8.54 A brief history of PeopleSoft tools and applications – Core HR – Self service – Global partner payroll** – UK staff payroll** – Local payroll interfaces – Joiners, changers, leavers – Performance reviews – Absence request / approval – Course administration – Online learning – Training history – CPD tracking – Certification – Training materials PeopleSoft HCM Modules PeopleSoft ELM Modules SENTIMENT
  • 6. © Allen & Overy 2016 The HR Systems team incorporates functional, technical and reporting skills with first line support in the Belfast SSC London Team Functional Technical Reporting PeopleSoft Specialist PeopleSoft Technical Specialist Business Intelligence Manager Information Analyst PeopleSoft Technical Specialist HR Reporting Specialist Functional specialist (contractor) Belfast Team Helpdesk Information Analyst Information Analyst * All roles permanent unless otherwise stated
  • 7. © Allen & Overy 2016 Our approach to upgrades and maintenance
  • 8. © Allen & Overy 2016 8 Our commitment to PeopleSoft payroll has driven the maintenance schedule and application upgrades There is an argument for delivering more value from our HCM 9.2 investment Opportunities offered by the application offer so much potential to address real business problems But it is a significant investment to simply achieve compliance Our HCM 9.2 upgrade was driven by need to be on a supported platform for payroll The risk of not paying staff or partners is a persuasive argument! We have used a coordinated approach to moving the discussion around PeopleSoft HCM beyond issues of compliance
  • 9. © Allen & Overy 2016 Four steps to moving beyond compliance discussions
  • 10. © Allen & Overy 2016 Step 1 – Identifying opportunities to improve the status quo at upgrade time drives early buy-in – We realised early on that payroll support isn’t visible or exciting to stakeholders – We looked for opportunities to bring about positive change in addition to the core deliverables – We were careful to select high-impact but relatively low effort opportunities – Used global business assurance group as sounding board – We used the opportunity of the project to make sensible technical changes that had been outstanding for some time Our approach – Delivered a new home page with added functionality  My details  To do list  Recently used – Dropped custom branding during application – Splash screen – Moved to self-service reporting framework for payslips (reduced DB size by about 100Gb, 62.5%) – Move to asynchronous email improved responsiveness of one of our most used parts of the system Things we changed during the upgrade
  • 11. © Allen & Overy 2016 Our self service home page changed 11
  • 12. © Allen & Overy 2016 Step 2 – Framing your plans for PeopleSoft within an overall HR systems strategy provides context for discussion 12 Remove inefficiencies by giving people the right tools to execute their roles effectively ‒ Fix fundamental issues in HR system administration that result in an industry of manual workarounds ‒ Eliminate the need for offline repositories of data by delivering compelling solutions on our core HR system ‒ Maximise the value of investment in new systems by building robust integrations Our vision is to build a trusted, efficient and advanced platform of global HR technology and process that supports our high performance culture by delivering an environment of data-driven decision making. Build an advanced and scalable HR platform ‒ Provide decision makers with easy access to the right information at the right time ‒ Empower our people by removing the need to be at their desk to take action ‒ Develop better systems integrations to help automate our employee lifecycle processes ‒ Support the move to cloud solutions for specialist functional HR areas Ensure the business has access to accurate, timely and reliable data ‒ Standardise HR processes to ensure consistency and repeatability ‒ Eliminate errors and reduce training time by using intelligent systems to guide our administrators ‒ Reduce the complexity of administering the HR system by cleansing and simplifying our reference data Trusted Efficient Advanced
  • 13. © Allen & Overy 2016 13 Step 3 – changing the resource model can alleviate organisational constraints ‒ Getting more value from our PeopleSoft investment ‒ Analysis and business caseA trusted Oracle Gold certified partner with a proven track record in supporting our PeopleSoft HR system. HCM 9.2 Optimisation Pre-configured solutions ‒ HR Administrator work centre ‒ New Hire Activity Guide ‒ Transfer Process Activity Guide ‒ Manager work centre Through our master services agreement with Cedar we have access to an industry leading team of consultants that we can call upon flexibly. With Cedar we can deliver value added activities independently of core platform, BAU and project work. It offers an alternative resourcing model for the future. Fresh, external perspectives ‒ Cross sector experience ‒ Best practice ‒ Mobile applications
  • 14. © Allen & Overy 2016 Step 4 – Developing a case that links system changes to business benefits is crucial to acceptance. Emerging thinking on future direction at Allen & Overy
  • 15. © Allen & Overy 2016 1515 The hire process in our HR SSC is largely manual and risks data quality Current situation – Users have 24 page instructional guide – 45 hires per month @ 140 minutes per hire – Smart Hire template not optimised – Communications are largely manual – No integration from current ATS duplicating effortHire Process How can HCM 9.2 technology help? – Smart HR integration with ATS – New hire activity guide – HR Administrator work centre – Automated notifications Business benefits – 75-80% reduction in effort (approx.155 days p.a.) – Process compliance – Improved data quality – Reduced training times
  • 16. © Allen & Overy 2016 1616 The management of trainee data does not promote our advanced brand Current situation – Spread sheet based administration; some contain highly sensitive personal data – Trainees asked for the information multiple times – Inability to report – Trainee experience not aligned the strategic aim to be the world’s most advanced law firm. Trainee Management How can HCM 9.2 technology help? – Trainee profile – Trainee payment requests component – External facing trainee portal – BI publisher for mini-CVs Business benefits – Improved data quality – Better reporting capability – Improved audit / compliance / risk position – Improved trainee experience (Fluid UI?)
  • 17. © Allen & Overy 2016 1717 Our approvals matrix for terms & conditions changes is manual and leads to repetition Current situation – Core HR transactions have 4-5 touch points – Approval matrix is implemented manually – Cases created separately in ServiceNow – Audit trail is contained in ServiceNow Core HR Processes How can HCM 9.2 technology help? – Manager self-service transactions – Automated workflow and approval (AWE) – Direct database update where possible Business benefits – Data changes are closer to HRMs who have business context – Improved audit / compliance / risk position – Better reporting capability – Better, faster outcomes for staff
  • 18. © Allen & Overy 2016 1818 We can surface measures of data quality to help improve the validity of our analysis Current situation – Data discrepancy reporting occurs in Cognos reporting not in the PeopleSoft system where errors are being made – Monthly, retrospective exercise to clean-up – No real-time view – No analytics or trend reportingData Quality How can HCM 9.2 technology help? – Role-based data quality work centre – Summary dashboard / analytics – Actionable information close to source – Data quality monitoring is “always on” Business benefits – Improved consistency and accuracy of data – Identification of training needs – Real time view can be shared with leadership
  • 19. © Allen & Overy 2016 19 Questions? These are presentation slides only. The information within these slides does not constitute definitive advice and should not be used as the basis for giving definitive advice without checking the primary sources. Allen & Overy means Allen & Overy LLP and/or its affiliated undertakings. The term partner is used to refer to a member of Allen & Overy LLP or an employee or consultant with equivalent standing and qualifications or an individual with equivalent status in one of Allen & Overy LLP’s affiliated undertakings.