BSI – Setting New Standards in

Compensation Planning

Gerry O’Neill, Curo Compensation

AGENDA

• Who are BSI ?

• The challenges of their old comp review process

• Provider selection and Implementation

• Benefits achieved

• Futures

WHO ARE BSI ?

• BSI is the business standards company that helps

organisations make excellence a habit in all

aspects of their operations.

• Global company with 65 offices and around 3,500

employees servicing over 72,000 clients in 150

countries.

• BSI clients account for

– 55% of the FTSE 100

– 40% of the Fortune 500

– 26% of the Nikkei listed companies

– Ranked 1st in the North American and UK

certification markets.

• Custodian of the kitemark !

CHALLENGES OF THE OLD COMP REVIEW PROCESS

• Before Curo the compensation review process contained a number of significant

challenges including:

– Data was managed regionally on multiple spreadsheets with all the usual

accuracy and integrity related issues.

– No workflow control and multiple iterations during the review cycle itself.

– Limited governance

– No ability to report and do any analysis in real-time during the review cycle as a

consequence of it being entirely spreadsheet based.

– Out with the comp review cycle the Reward team were also required to

produce ad-hoc analysis often based on historical information that required

consolidating comp related data from multiple sources. This process was

hugely complex, as in some spreadsheets there were over 170 data fields.

PROVIDER SELECTION AND IMPLEMENTATION

• BSI conducted a review of providers and capabilities.

• Curo selected as preferred – pricing, SLAs and timelines all agreed.

• Implementation started mid Dec 2013 and the system went live to Line Managers early February 2014 !

• Complex bonus calculations were automated by capturing employee service data, absence data and bonus targets and the system did the proration.

• Bonus recommendations were based on a mix of company financial and individual employee performance outcomes.

• Comp letters were produced within CuroComp

1 Plan and design 12/11/2013 04/12/2013 17

1.1 Kick-off meeting 12/11/2013 12/11/2013 1 Curo & BSICuro to describe the project approach and key phases, obtain input from the team on previous year's

review.

1.2 Requirements gathering 12/11/2013 29/11/2013 14 Curo & BSIReview initial cut of requirements and rules based on info from kick-off meeting and docs - 4 hour

meeting

1.3 Sign-off Requirements Document 02/12/2013 04/12/2013 3 BSI Review and sign-off Requirements Specification

2 Configure 25/11/2013 20/12/2013 20

2.1 Prepare data collection template 25/11/2013 29/11/2013 5 Curo Prepare data collection template based on signed-off requirements

2.2 Data collection (Test) 05/12/2013 29724 BSIGather data and populate templates from Curo - Demographics, Salary History, Compensation Data,

Compensation History, Approval Hierarchy

2.3System set up – create instance, database,

application settings25/11/2013 25/11/2013 1 Curo Initial configuration - creating the instance, URLs and application settings

2.4 Phase 1 Config (Non-data dependent ) 02/12/2013 04/12/2013 3 CuroSet up all data fields, exchange rate tables, grids and field formats, view cards, reference matrices,

initial documentation of rules, workflow email templates

2.5 Review and validate data received 05/12/2013 05/12/2013 1 CuroEnsure data types are correct, update formatting of files for upload, ensure data provided for all

employees across all templates

2.6 Load data into system 06/12/2013 06/12/2013 1 Curo Map all data templates and upload into system and validate

2.8 Create Approval Hierarchy 09/12/2013 09/12/2013 1 Curo Set up the approval workflow and structure for submissions

2.9 Set up user accounts and permissions 09/12/2013 09/12/2013 1 CuroCreate user accounts and profiles, generate passwords, apply any demographic filters for restricting

viewing permissions

2.10 Create compensation cycle(s) 09/12/2013 09/12/2013 1 CuroDefine eligible population for each grid and set up budget rules for calculating budgets within each

grid

2.11 Phase 2 Config (Data dependent ) 10/12/2013 16/12/2013 5 Curo Coding of business rules, configure reports and dashboards

2.12 Run Server rules 17/12/2013 17/12/2013 1 Curo Run business rules to pre-populate fields based on pre-defined criteria

2.13 Internal testing and updates 17/12/2013 19/12/2013 3 Curo Test results of business rules and update rules based on test results

2.14 Config Complete / Prepare UAT site 20/12/2013 20/12/2013 1 Curo Prepare UAT site for training

3 UAT & Training 08/01/2014 31/01/2014 18

3.1 UAT training - EMEA and Americas 08/01/2014 08/01/2014 1 Curo & BSIOne 2 hour training session to teach users how to log in and test functionality of grids and

calculations, approval hierarchy and how budgets have been set up. (Call or meeting)

3.1 UAT training - EMEA and Asia 09/01/2014 09/01/2014 1 Curo & BSIOne 2 hour training session to teach users how to log in and test functionality of grids and

calculations, approval hierarchy and how budgets have been set up. (Call or meeting)

3.2 UAT 1 10/01/2014 14/01/2014 3 BSI Users to test system and log feedback

3.3 Conduct UAT fixes 15/01/2014 16/01/2014 2 Curo Curo to fix list of bugs or issues and process changes as a result of UAT

3.4 UAT 2 17/01/2014 20/01/2014 2 BSI Confirm changes agreed on post UAT call are reflected in the system

3.5 UAT sign-off 21/01/2014 21/01/2014 1 BSI Signed-off UAT requirements will be used as the basis for Go Live prep

3.6 Refresh UAT for Training 21/01/2014 21/01/2014 1 Curo

3.7 Super user training - EMEA & Americas 22/01/2014 22/01/2014 1 Curo & BSIConduct one 2 hour training session with super users to train them on how to manage the system

during the review - re-run budgets, moving people in the hierarchy, re-set passwords

3.7 Super user training - EMEA & Asia 23/01/2014 23/01/2014 1 Curo & BSIConduct one 2 hour training session with super users to train them on how to manage the system

during the review - re-run budgets, moving people in the hierarchy, re-set passwords

3.8 User training 24/01/2014 31/01/2014 6 BSI BSI to conduct end user training

4 Go Live Prep 21/01/2014 26/02/2014 27

4.1 Create Live instance of Curo 21/01/2014 21/01/2014 1 Curo Create the Live database and instance

4.2 Freeze of data 15/01/2014 BSI BSI to freeze any changes to data

4.3 Employee Data collection (Live) 17/01/2014 17/01/2014 1 BSICuro to prepare new templates based on UAT changes - BSI to update data. Include new joiners,

leavers, absences, change in FTE

4.4 Load Live data into system 23/01/2014 24/01/2014 2 CuroData templates to be re-mapped into Live, data validated, formatted and uploaded for

Demographics, Salary History, Compensation Hierarchy, Compensation History

4.5 Create Approval Hierarchy 27/01/2014 27/01/2014 1 Curo Set up the approval workflow and structure for submissions

4.6 Set up user accounts and permissions 27/01/2014 27/01/2014 1 CuroCreate user accounts and profiles, generate passwords, apply any demographic filters for restricting

viewing permissions

4.7 Create compensation cycle(s) 28/01/2014 28/01/2014 1 CuroDefine eligible population for each grid and set up budget rules for calculating budgets within each

grid

4.8 Provide performance ratings 31/01/2014 31/01/2014 1 BSI Provide current list of performance rating.

4.9 Run Server rules 03/02/2014 03/02/2014 1 Curo Run business rules to pre-populate fields based on pre-defined criteria

4.10 Verify data and system set up 04/02/2014 05/02/2014 2 BSI BSI to do a quick check to ensure data looks right and verify all is well

4.11 Open to HR managers to review Data 05/02/2014 07/02/2014 3 BSI

4.12 Open to managers to review 10/02/2014 26/02/2014 13 BSI System open to managers for review

4.13 Provide performance ratings 18/02/2014 18/02/2014 1 BSI Final list of performance ratings

4.14 Return Server side rules 19/02/2014 19/02/2014 1 Curo Agree best tie to run the rules

5 Post Cycle Activities

5.1 Refresh of Employee data 27/02/2013 27/02/2013 1 BSI Refresh data for employees but update bonus eligibility for leavers

5.2 Run Server rules 28/02/2013 28/02/2013 1 Curo Re run server rules to update for leavers

5.3 Produce Reports 03/03/2014 07/03/2013 1 BSI

5.4 Produce feed back into Payroll 07/03/2013 07/03/2013 1 Curo

6 Letter production

5.1 Gather requirements 02/12/2013 06/12/2013 5 Curo & BSI

5.2 Draft template and rules 09/12/2013 13/12/2013 5 Curo

5.3 Review & Sign-off template 16/12/2013 18/12/2013 3 BSI

5.4 Configure template 06/01/2014 10/01/2014 5 Curo

5.5 Produce letters for UAT 10/01/2014 10/01/2014 1 Curo

5.6 Review Letter Output and share feedback 13/01/2014 15/01/2014 3 BSI

5.7 Update template based on feedback 16/01/2014 17/01/2014 2 Curo

5.8 Re-generate letters for sign-off 17/01/2014 17/01/2014 1 Curo

5.9 UAT sign-off 20/01/2014 20/01/2014 1 BSI

5.10 Finalise data for letters 12/03/2014 12/03/2014 1 BSI

5.11 Generate letters and publish in Live 13/03/2014 13/03/2014 1 Curo

Comments ID Name Start Finish Duration Owner

BENEFITS ACHIEVED

• A data validation and data cleanse that has resulted in absolute confidence in the

quality and integrity of all BSI comp related data.

• A consolidation of all comp related data and a powerful reporting engine that was

easy to use.

• Reduced elapsed time (and associated cost) for the review and the elimination of

non-value add tasks including the distribution and chasing of spreadsheets.

• Shortened cycle times by consistent use and re-use of data access through web

browsers, and the integration of automated workflow to manage the end-to-end

process.

• Improved process quality through single sourcing of data, online authentication and

absolute security of the entire process.

• Standard Governance report on profiles, permissions and changes audit trail.

• A much shorter and now fully integrated process for letter production and

distribution

• Much improved user experience (UX)

FUTURES

• BSI have also used the CuroComp application to support a separate comp review

process within a non-domicile subsidiary

• System also used to create and issue Bonus Arrangement letters to all employees

for their next performance review year.

• Finally, BSI will be extending the deployment by implementing an SFTP feed from

their SAP HRIS into CuroComp so that comp (and comp related) data is always

current and can be reported against at any time.