Empowering the Organisation: implementing and realising benefits from a workforce

rostering solution

Emma Newman – Serco

Alastair Clifford-Jones – Leadent Solutions

Agenda

• Leadent Solutions

• SAP WSO & Roster

• Introduction to Serco (video)

• Roster in Action

Potential made Real. The only global consultancy partner specialising in Mobile Workforce Management

• A business founded on Mobile Workforce Management expertise

• ClickSoftware premier partner

• Experts in Shift Rostering technology and business implementation

Our history

Our locations and clients

Our business is founded on people with expertise, with experience and with energy.

In summary…

• Over 50 Mobile Field Force Consultants – Business

– Technology

– Integration

– Implementation and Training

• Supported by a 30 strong SAP Practice

• Operations across 4 Continents

• Partnering with leading technology

SAP WSO by ClickSoftware

SAP WSO by ClickSoftware

7

Forecasting & Planning

Employee Self Service

Task Scheduling

Mobile Application

Business Analytics

Shift Rostering

Core Product Coverage

Introduction to Serco

The Empower Project

Bringing service to life

What Rostering will bring to Empower

Common process for Rostering across Serco

– Improved focus on demand management

– Encourage best practice across Rostering communities in Serco

– Formalised process to enable Ops Managers to play a key role in checking and challenging rosters before publication

– Clear audit trail

What Rostering will bring to Empower

Common process for Rostering across Serco

What Rostering will bring to Empower

Integration with SAP will increase process & operational efficiencies

– Removes need for duplicating data and ensures one version of the truth

– New joiners/leavers/changes

– Skills management

– Absence management

What Rostering will bring to Empower

Integration with SAP will increase process & operational efficiencies

Click Roster ‘Navigation Tree’ is fed from Org Units flagged as ‘rostered’ org units in SAP HCM

Employees joining/leaving rostered org units in SAP HCM auto update employees showing on the roster in Click...

Planned & Unplanned absence integrates from SAP into the Roster so that impact on coverage is automatically fed across.

What Rostering will bring to Empower

Integration with SAP will increase process & operational efficiencies

Employees skills are also fed from SAP HCM to support skills matching to activities whilst on shift

What Rostering will bring to Empower

Ability to manage staff deployment more effectively

– Clear visibility of over or under supply of staff

– Utilisation of the most suitable resources on shift via skills validation

– Definition of rostering rules to validate the appropriate deployment of staff to shifts in terms of working hours, rest time etc.

What Rostering will bring to Empower

Ability to manage staff deployment more effectively – Headcount demand coverage graph

What Rostering will bring to Empower

Ability to manage staff deployment more effectively

– Demand Gap Graphics

What Rostering will bring to Empower

Ability to manage staff deployment more effectively

• Activities represented in Click Roster.

• Activities contain positions that dictate skills required to fill that position whilst on shift

• Employees are assigned to positions within activities, if skills do not match, validation messages are displayed

Validation alert to show there is a problem with the assignment...double click on this for details.

When minimum activity demand is met, line is green

What Rostering will bring to Empower

Ability to manage staff deployment more effectively

– Activity coverage view

What Rostering will bring to Empower

Ability to manage staff deployment more effectively – Identification of local contract ‘rostering rules’ should be defined in Click Roster

to support appropriate planning of shift patterns.

– When shifts are assigned to employees, rules are checked to ensure no violations

What Rostering will bring to Empower

Assist the creation of optimal shift pattern

– Using ‘sandpit’ shift pattern planning functionality to work out the best shift pattern to use – this is not an automated tool, but helps you to model shift patterns before applying them to staff/teams

What Rostering will bring to Empower

Assist the creation of optimal shift pattern – Create the desired shift pattern & test it adheres to local contract

‘rostering rules’ by using the shift violation check tool

What Rostering will bring to Empower

Assist the creation of optimal shift pattern – User summary tool to test scenarios of FTE number along with time frame and offset to

understand how the pattern will be spread across the staff.

– UK Go-Live version of Click Roster (8.1.6) will have more automatic optimization elements built into it