6 Strategic

BenefitS of

Upgrading

YoUr hr

technologY

With fundamental rearrangements occurring in the

marketplace and among an increasingly diverse

workforce, HR executives and their teams are feeling

the pressure to develop new initiatives—followed by

measurable actions to strengthen their people management.

Consistent, strategic HR practices help individuals

perform better, and when a workforce is aligning its full

talents and energies to support the organization, a

company is much better positioned to achieve and exceed

the end goal of customer satisfaction.

HR is at the center of an organization’s goals when it

generates continuous innovation and excels at delighting

its customers. With the right technology, HR can become

the cornerstone of the 21st-century workplace—engaging

the workplace; facilitating collaboration among its

multifaceted multigenerational workforce; and

strengthening the business for today and the future.

HR TecHnology as THe coRneRsTone To acceleRaTe Business PeRfoRmance

2

Ultimate Software, a leading cloud provider of people management

solutions, has helped its customers’ HR and payroll teams prove

that they can accelerate innovation, elevate people management,

and deliver results that impact the overall business.

Leaders in their industries and Ultimate Software customers

Wente Vineyards, SUBWAY®, Teavana, Culligan, Flow

International, and First Horizon have leveraged UltiPro as their

solution of record to:

1. align talent management with business strategy

2. connect global recruitment

3. deliver real-time people analytics to strengthen

strategic growth

4. take control of payroll

5. accelerate global collaboration

6. fast track engagement through onboarding

HR TecHnology as THe coRneRsTone To acceleRaTe Business PeRfoRmance

WiTH THe RigHT TecHnology, HR can Become THe coRneRsTone of THe 21sT-cenTuRy WoRkPlace—engaging emPloyees, faciliTaTing collaBoRaTion

among iTs mulTifaceTed, mulTigeneRaTional WoRkfoRce, and sTRengTHening THe Business

foR Today and THe fuTuRe.

3

1 Located just east of San Francisco, Wente Vineyards is

recognized as one of California’s premier wine country

destinations, comprised of diverse business units including

a vineyard and winery, an award-winning restaurant, and a

world-class golf course.

Since leveraging UltiPro in 2010, Wente has experienced a

renewed focus on employees and their impact on the business.

In less than 24 months, the company restructured most

employee-facing business processes with UltiPro—helping

HR save time and money while more effectively engaging

its diverse workforce.

“UltiPro’s functionality for talent management has given us

the ability to transform our people management process

from tactical to strategic. In particular, we have improved

the consistency for performance management and made it

more of a continuous process rather than just an annual,

one-time event,” said Jennifer Cook, senior HR advisor at

Wente Vineyards. “We are using UltiPro to collaborate with

employees and ultimately ensuring that we are all aligned

to achieve company goals.”

align PeRfoRmance managemenT WiTH oveRall Business sTRaTegy

4

With UltiPro Performance Management, Wente’s HR team can more quickly

and easily assess employee performance against measurable goals and job

competencies, create employee development plans, identify high performing

employees for key positions, and build an environment that maximizes talent

and rewards high performers.

“We’ve had exponential growth in the last few years, and we expect even more

expansion in both sales and our number of employees. This only reinforced the

need for us to have a strategic plan in place for performance management,” said

Cook. “UltiPro give us a flexible, cohesive solution that supports our overall goals

for collaboration, ownership, strategic HR, and environmental sustainability.”

“The entire process for performance management with UltiPro is easier for

managers, ensures competencies are consistently applied, and protects our

employees against discriminatory practices,” added Cook. “One of the best

advantages for us has been the increase in employee engagement. We’re

receiving excellent feedback from users. Managers like the ongoing collaboration

with their employees, and employees like being fully involved in the process.”

“We are very proud of our employees and our HR team, and we appreciate that

Ultimate Software has given us the people technology to bring out the best in

both,” said Lisa Bates, senior vice president of human resources at Wente

Vineyards. “Developing, engaging, and retaining our talent is the foundation for

better business performance.”

Hey there, this is Jennifer

Cook, senior HR advisor at Wente Vineyards. We have improved the consistency for performance management and made it more of a

continuous process rather than just an annual, one-time event. We are using UltiPro to collaborate with

employees and ultimately ensuring that we are all aligned to achieve company goals.

5

2

connecT gloBal RecRuiTmenT THRougH a single sysTem of RecoRd

The SUBWAY® restaurant chain ranks as the world’s largest

submarine sandwich franchise, with more than 34,000

locations in 98 countries. With thousands of employees to

handle worldwide, the company wanted to streamline its

end-to-end HR processes as well as enhance the HR team’s

ability to recruit and retain a high-performance workforce.

Since consolidating its HCM processes with Ultimate

Software’s UltiPro, SUBWAY® transformed its multinational

talent acquisition by delivering global recruitment metrics

as well as improved collaboration and communication

among executives, HR teams, and managers.

6

connecT gloBal RecRuiTmenT THRougH a single sysTem of RecoRd

“UltiPro’s capabilities for strategic recruitment are

phenomenal. The flow of information is faster and more

accurate, so everyone across our company has the

information they need to hire more quickly than ever,”

said Lisa Shea, assistant director of HR for SUBWAY®

and Franchise World Headquarters. “Plus, we now have

the ability to stay on top of what’s happening with our

talent acquisition in international locations. Our recruitment

team in HR loves UltiPro.”

“We’ve really just scratched the surface of UltiPro’s full

value. We are leveraging even deeper functionality for our

talent management process, and we expect the strategic

gains to expand as more of our workforce uses the solution.

By automating talent management, we are astonished at

the amount of paper and the related costs that we have

been able to reduce.”

“UltiPro is providing new levels of control, saving us

hours and hours of tactical work each week. Plus, there’s

zero footprint as we have eliminated the need to print and

handle tons of paper.”

Because its recruitment processes are tightly aligned with

all of UltiPro’s people-related functionality, SUBWAY®

managers also have more access to employee information

than ever before.

“Our managers are very pleased to have instant

reports available to help them improve their jobs and the

productivity of their employees. Everyone can access

the same information real-time because the different

workforce elements, including the ones in global locations,

are relayed through UltiPro’s single platform,” said Shea.

“Ultimate Software definitely delivered the end-to-end

solution we were looking for, and UltiPro is providing an

accelerated way for us to connect and engage employees

with our overall strategy.”

Lisa Shea here, I

am the assistant director of HR at SUBWAY®.

UltiPro’s capabilities for strategic recruitment are

phenomenal. The flow of information is faster and more accurate, so

everyone across our company has the information they need to hire

more quickly than ever. Plus, we now have the ability to stay on top of what’s happening with our talent acquisition in international

locations. Our recruitment team in HR loves UltiPro.

6 7

3

deliveR Real-Time PeoPle analyTics To sTRengTHen sTRaTegic gRoWTH

Teavana is a specialty retailer offering hundreds of varieties

of premium loose-leaf teas, authentic artisanal teawares,

and other tea-related merchandise through more than 225

locations in North America.

Collecting and reporting real-time data on its dispersed

workforce, which has grown to 3,300 employees, had

become difficult. Teavana’s rapid expansion caused

company leadership to explore better options for its HR/

payroll processes, and since going live on UltiPro in 2008,

Teavana is now benefiting from comprehensive, cohesive

functionality for its human capital management, strengthened

by on-the-spot, customizable HR reporting.

8

3

With UltiPro’s hundreds of standard and customizable

reports, HR Manager Meredith Nappi can now create a

range of real-time reports—an activity that was nearly

impossible with the company’s previous system. For example,

she creates weekly intelligence for the company’s CFO

and management team that summarizes actual-vs.

-budgeted labor costs and labor hours vs. sales. Because

she can slice and dice information with UltiPro, Nappi can

break down the figures by week and by store.

With detailed analytics and metrics that can be sliced and

diced as needed, HR is making the most of the information

and achieving a better understanding of its workforce.

With information that is now immediately available, HR is

functioning more strategically—especially with regard to

turnover and performance management.

“With our previous provider, we had to submit a request and

wait days for the report, which was inefficient,” said Nappi.

“Now our entire management team is benefiting from

UltiPro’s easy-to-use reporting because we can gather data

when and how it is needed—whether it is to shed light on

a complex business challenge, monitor the activity on a

particular store, or identify critical details on one of our

3,300 employees.”

With UltiPro, Teavana’s HR team reports that:

•Executivesandmanagershaveincreasedvisibilityinto

its people-centric processes, costs, and overall

employee base

•HRoperationshavebecomemorestreamlinedand

effective

•Thecompany’srapidexpansionisbeingwell-supported

by a flexible, scalable HCM solution

“With UltiPro, we’ve deployed a real-time, user-friendly

solution for 3,300 employees, eliminated the need for in-house

IT support, and decreased costs,” said Nappi. “We’re definitely

experiencing a range of efficiencies across our company

with Ultimate Software’s cloud technology.”

My name is

Meredith Nappi, I am the HR manager at Teavana.

Our entire management team is benefiting from UltiPro’s

easy-to-use reporting because we can gather data when and how it is needed—whether it is to shed light on a complex business challenge,

monitor the activity on a particular store, or identify critical

details on one of our 3,300 employees.

8 9

4

Take conTRol of PayRoll, and imPacT THe oveRall Business

A customer with Ultimate Software since 2005, Culligan

International was pleased with the solution and services for

managing human resources and payroll processes for its

1,600 U.S.-based employees.

However, Culligan was using a payroll service bureau that

handled payroll operations for Culligan’s 800 Canadian

employees. The decentralization of its administrative

processes, combined with the service bureau’s inadequate

functionality and reporting tools, created headaches and

extra hours for the payroll staff at Culligan’s world

headquarters in Chicago.

$

10

4

After a successful, on-budget activation of UltiPro that

was completed in less than three months, Culligan is now

enjoying the benefits of having a single provider for its

employee-focused administrative operations in both the

U.S. and Canada. “The deployment went very smoothly, and

we definitely are experiencing significant value in having

one vendor that handles both our Canadian and U.S.-based

payroll processes,” said Mary Odegaard, payroll manager

for Culligan International.

By eliminating a separate payroll for Canadian employees,

Culligan reduced headcount by five full-time equivalents

—significantly cutting costs and simplifying its HR and

payroll processes. With Ultimate Software, Odegaard also

has a single point-of-contact to call with questions, and she

knows she can rely on immediate assistance.

“We’ve never had an issue with UltiPro that wasn’t

addressed by Ultimate’s customer support. The follow-

up is excellent. Ultimate Software believes in establishing

relationships with its customers, which is a big difference

compared to other vendors,” said Odegaard. “And by

centralizing our payroll, we are managing compensation

much more efficiently. UltiPro gives us the control and

tools we need to do our job well, including preparing and

delivering detailed, real-time workforce analytics to executives.”

Companies who use UltiPro can run hundreds of standard

reports, including ROE, headcount, average salary trends,

PIER, general ledger, and performance reviews. Reports are

pulled down in real-time and can be immediately delivered

to executives and managers. “With our previous provider,

reporting was very limited and was not point-in-time,” said

Odegaard. “UltiPro is helping us make an immense impact

with our overall business.”

I am Mary

Odegaard the payroll manager at Culligan

International. UltiPro gives us the control and tools we need to

do our job well, including preparing and delivering detailed, real-time workforce analytics to executives.

UltiPro is helping us make an immense impact with our

overall business.

$

11

leveRage cloud TecHnology To acceleRaTe gloBal collaBoRaTion

5 Flow International Corporation provides technologically

advanced, environmentally sound solutions to the manufacturing

and industrial cleaning markets in more than 45 countries.

Previously, Flow handled its global HCM with more than a

dozen systems, including stand-alone systems for payroll,

benefits, and performance management.

Theresa Treat, vice president of global human resources

at Flow International, concluded that the company needed

one solution, delivered via cloud technology, to help make

the transformation into a high-performance organization.

The company completed a quick deployment of UltiPro for

recruitment, onboarding, benefits management, performance

12

5

management, and payroll for North American-based employees

and then rolled out the solution’s HR and talent management

functionality to its international workforce.

“With UltiPro, we have the tools to support our managers, who

are now functioning as business leaders, and we are all taking

constructive steps to change the way we do business,” said Treat.

“Our international HR managers are very excited about how

UltiPro’s analytics are improving their ability to efficiently and

strategically manage their teams,” said Debbie Straus, HR

business analyst at Flow International. “We’ve been pleasantly

surprised at how quickly our HR associates and employees have

adopted and embraced the use of Ultimate’s technology.”

“Previously, when we had a need for global data, we had to send

emails to our global managers or facilities to request the information.

The data would be stored in password-protected spreadsheets

and then we would have to sort through the information,” said

Treat. “Now we have one secure, centralized solution with one

single sign-on. UltiPro is raising the performance of the HR

team and positively impacting our global workforce.”

Because a significant portion of Flow’s workforce is overseas,

Treat sees UltiPro’s cloud technology as a catalyst for enhanced

collaboration across the overall business.

“Exchanging information and communicating with our global

teams in Asia and Europe used to be so difficult. UltiPro now

makes this easy. Employees are happy to have instant visibility

into individual details, managers are in sync, and the execution of

our strategies has been strengthened,” said Treat

This is Theresa Treat, vice president of Global Human

Resources at Flow International. Exchanging information and communicating with our global teams in Asia and

Europe used to be so difficult. UltiPro now makes this easy. Our CEO is very happy with how quickly information can be retrieved and delivered and how Ultimate’s technology is

adding rapid value to all components of our business. 13

fasT-TRack TalenT onBoaRding To incRease Business efficienciesThe HR group at First Horizon, a financial organization with more than

5,400 employees, was tasked with finding new ways to accomplish its

mission with a leaner staff. One fundamental objective was that all new

employees become productive quickly and develop rapidly into engaged

contributors that are connected with corporate values and priorities.

Already using Ultimate Software’s UltiPro to effectively manage talent

acquisition and compensation as well as core HR and payroll

functions, First Horizon’s HR team chose to leverage UltiPro’s

onboarding capabilities in order to address these strategic initiatives.

14

“With UltiPro, we can begin onboarding even before the new

hire begins employment,” said Karen Sones, senior vice

president of operations and systems at First Horizon. “We

really love how UltiPro automates and simplifies the process

of assimilating new employees into our business and our

corporate culture.”

When an employee is hired, UltiPro

helps manage all of the

processes, workflow, and

notifications that need to

be completed in order to

onboard the new hire.

New employees follow a

step-by-step guide through

the orientation process,

including digitally completing required

government and procedural forms to reduce paperwork.

Automated task notifications with built-in reminders ensure

a seamless, documented process—eliminating the need for

HR to ‘chase down’ colleagues or vendors to confirm that

new hires will receive the proper provisioning.

“UltiPro’s onboarding tools help us expedite the process

from hiring new employees to having them contribute to

our business on day one. Every employee coming in the

door is hearing consistent messaging and receiving the

same materials to reference,” said Sones.

The business impact to First Horizon has been significant.

Onboarding is now paperless and all HCM data is centralized

and available in UltiPro. First Horizon has eliminated

redundant, manual data entry, and the HR team has cut the

need for three full-time positions within its department.

Most importantly, First Horizon’s employee retention rates

have improved dramatically—with the overall voluntary

turnover rates decreasing by almost 10% in a 12-month

period.

It’s me, Karen Sones, senior vice president of Operations and Systems at

First Horizon. Every employee coming in the door is hearing consistent messaging and receiving the same materials to reference.

UltiPro’s streamlined onboarding experience tightens our alignment between workforce

actions and company objectives and, as a result, our HR team can now provide a

deeper level of service and support to our employees.

15

2000 Ultimate WayWeston, FL 333261 800-432-1729www.ultimatesoftware.com ultiproinfo@ultimatesoftware.com

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