Tip for the Week: “Show… don’t just Tell”

This week we started the pilot demonstrations.  First on the list was PeopleSoft HCM 9.1 Benefits Administration.  Like many customers, our client for this project chose to implement Base Benefits when they originally implemented PeopleSoft HCM.  During times of upgrade, it’s often an opportunity to review additional modules that could be included to handle many manual or customized business processes that exist in your system.  Benefits Administration is often one that we include in the analysis phase for consideration.  Note: No new enhancements were made to Benefits or Benefits Administration in the upgrade between 9.0 and 9.1.

The purpose of our demonstrations is to provide further evidence that the new features and functionality in PeopleSoft HCM 9.1 will meet the requirements for our client’s HCM system.  Here at BTRG, we feel it is most important to Show the customer what the system is capable of instead of just Telling them.  Customers respond favorably to seeing their own data and information displayed within the new PeopleSoft HCM 9.1 system.  If they can see how it will work, they are much more likely to believe the new functionality will benefit them in the future.  Just telling the customer what the system is capable of is most often not enough.  So be sure to “Show… not just Tell”.

Our demonstration of PeopleSoft HCM 9.1 Benefits Administration consisted of the following details:

1)      What is Automated Benefits?

2)      What triggers affect Benefits Data?

3)      Demonstration of:

  • New Hire / Administrator Enrollment example
  • Open Enrollment / Employee Self Service access example
  • Full Time to Part Time On-Call status change example
  • Termination example

We followed up the demonstration with a detailed list of implementation steps and an estimated level of effort to implement Benefits Administration during the upgrade.  With all of this information, our customer is now able to make their decision on whether or not Benefits Administration will be part of the upgrade or if they will wait and implement the additional module after the upgrade is completed.

Note: If your company is interested in scheduling a webinar or demonstration of the PeopleSoft HCM 9.1 net new functionality or any new module you are interested in learning more about, please feel free to contact me directly or leave a message on this blog.  We will definitely get back to you ASAP. I can be reached directly at jmartin@btrgroup.com

Deliverables: Benefits Administration demonstration, Upgrade Fit/Gap Assessment Results-Draft #2

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