Welcome Thank you What benefits can a

Welcome & Thank you… What benefits can a 5 th generation Workforce Management solution deliver to your organization?

Introduction… Welcome and “thank you” for attending today's presentation Andrew Ferguson Softworks - CEO

Questions to answer… What is 5 th generation WFM? Should you implement, upgrade or not? What additional savings can be achieved?

My Goal for today:

Current systems in use?

Webinar Agenda: – – – – Who are Softworks What makes up a Workforce Management system Why implement one What does it look like Recommendations re implementation Conclusion Q & A Benefiting everyone in the organisation and delivering substantial savings to your bottom line…

Introducing Softworks Workforce Solutions… Creating powerful, versatile and easy to use Workforce Management Solutions Established in 1990 Software house Workforce Management specialists Comprehensive product portfolio Technology independent Extensive customer base www. softworks-workforce. com Over 1, 000 Installations

Extensive Customer Base

What is a Workforce Management system? A system to automate the processing of “when” and “where” an individuals hours are worked, based on predefined rules and over a specified period. It is the process of balancing the work to be completed with the resources available to complete that work – The right person, in the right place, with the right skills, at the right time AND at the right cost! Enterprise Effort Estimation & Modelling Scheduling & Rostering – Schedule Optimisation Time and Attendance – Honour based timesheets Flexitime - Flexible working practices -Time in Lieu E-Working - Tele Working – Working from home Term Time - Job Sharing - Part Time Working Employee Self Service - Self Rostering - Shift swapping Holiday accruals – Sick pay processing Annualised hours - Family Friendly Initiatives. . .

Process Flow 3 e Enterprise Estimation ESS, e. Forms & HR KPI’s, Dashboards & Analytics Labour Scheduling & Optimisation Workflow process automation Time & Attendance Absence Management Payroll Integration

Operational & Management Efficiencies Corporate Strategy How WFM fits in your organisation

Operational & Management Efficiencies Corporate Strategy How Softworks fits into your organisation

Benefits of automation Optimised Labour scheduling Real-time Data collection – Biometric, Proximity, Mag strip readers. . . – PC / Web / SMS / Epos / Phone Computerised honour-based timesheets Employee & Manager self service Holiday, Overtime, Attendance Rules processing Proactive timed and trigger alerts KPI’s, Benchmarking, Dashboards Payroll forecasting & automation

Other benefits of WFM. . . Providing a real-time management dashboard on attendance, absenteeism, overtime, scheduling, flexi & time in lieu-balances and holiday leave Highlighting trends in absence and overtime, etc Align the workforce with the business objectives Supporting flexible & family friendly working arrangements Saving time, eliminating errors & streamline internal processes Integration with payroll & bureau providers On line authorisations & electronic signatures Automatic calculation of sick pay Reduced queries to Managers, HR & Payroll % holiday calculations for starters, leavers & part time/job sharers Industry specific Rapid-Deployment templates Easy to use…

Tangible Savings to the Bottom Line % Saving Employees 1% 3% 5% 100 $41, 600 $124, 800 $208, 000 500 $208, 000 $624, 000 $1, 040, 000 1, 000 $416, 000 $1, 248, 000 $2, 080, 000 5, 000 $2, 080, 000 $6, 240, 000 $10, 400, 000 10, 000 $4, 160, 800 $12, 480, 000 $20, 800, 000 Overall potential savings in the first year alone… * Average weekly wage taken at $800 as per Statistics Canada

Tangible savings? Helps reduce labour costs including hidden expenses e. g. absenteeism – Reducing absenteeism by even 1% would result in a potential saving of: $416, 000

Why implement WFM? Helps identify, quantify and qualify all labour costs including overtime, lates, long breaks etc. – Reducing overpayments for work not done at just 15 minutes per employee per day equals a saving of: $1, 343, 813

Other financial advantages A 10% reduction in overtime due to improved scheduling – $683, 592 A 2. 5% reduction in labour costs due to coordination of pay rules and policies – $1, 040, 000

Overall potential savings $3, 483, 405 Overall potential savings in the first year alone…

Intangible Benefits Legislation, WTDir, Health & Safety Fair, Equitable & Consistent Employee & Manager empowerment Internal Compliance Balance the needs of the employee with the needs of the employer Reduce queries to Managers, HR and Payroll Real-time access to mgt data System practically runs itself Auto evacuation lists/roll call Easy to use And more, lots more…

Eliminates Manual & re calculations Missed deadlines Calculating holiday & absence balances for starters/leavers Hand written notes and Excel spreadsheets Sick certs, etc. Human error Duplication of effort And so on. . .

What % of Absence do you think is “not” legitimate?

Tangible savings? Helps reduce labour costs including hidden expenses e. g. absenteeism – Reducing absenteeism by even 1% would result in a potential saving of: $416, 000

IPS saves $40, 000 in year one!

Proactive Absence Management Poor Attendance • Rules Driven Triggers • Interaction Records Positive Feedback Interview • Consistent approach 3 Month Review • Document Generation • Workflow Notifications Yes Improvement No Disciplinary Meeting 3 Month Review Yes Improvement No etc… PAM - Automating Your Absence Management Processes Generate Case Documentation

Proactive Absence Management Lead from the top

Proactive Absence management High level overview Insight into the Absence Management Process to see how many employees are currently in the process broken down by stage.

Proactive Absence management Implemented by line Managers

Identify Labour Cost Drivers Map people to positions based on – – – What they do Why they do it Where they do it Who they do it for For how much(contractual and custom & practice) – For what % of their Day

Schedule Calendar view

Schedule view

What Employee Self Service facilities do you have access to…

Softworks WFM. . . Walk through how WFM can benefit the Business “and” Employee’s alike…

Employee view. . .

Employee holiday request…

Email authorisation. . . From: Softworks [system@softworks-workforce. com] Sent: 26 April 2010 17: 42 To: 'Andrew Ferguson‘ Subject: Absence approval request Hi Andrew, Sinead Akhtar (Emp. No. 2) requests an absence of type Holiday from 09/03/2010 to 15/03/2010 of duration [5 Days]. Sinead’s current Holiday balance is [19. 5 days], approving this will leave a balance of [14. 5 days]. Others in your selection who are also off during this period are: Could you please confirm this request? If you wish to see more details, please go to Absence Approval Page.

Employee timesheet

Employee View - Softworks Portal

Team Calendar view

Manager View -

Manager View - Dashboard

Recommendations The Project • • • Define SMART Goals Determine who should be involved Identify realistic savings Ensure buy-in from everyone Manage expectations Measure success & monitor Make sure • • • Timelines are realistic To specify “all” work practices & requirements You can allocate enough of your time to the project To involve, line managers, Unions, employee representatives To have a mechanism in place to communicate on a regular basis To have commitment from the top

Set SMART goals Solution Current Rate Target Absence Rate Timeline Tracking method Absence Reduction 3. 5% 3% 9 months Softworks

The Softworks Solution Lead from the top

In Conclusion An integrated, automated Workforce Management system: Will Reduce costs & Increase Labour efficiencies Benefit everyone in the organisation & deliver substantial savings to the bottom line The future is a more automated, flexible working environment. WFM from Softworks will deliver a platform for future growth…

Why Softworks?

Questions & Answers

Thank you…

Contact details Andrew Ferguson, Managing Director (please feel free to contact me) aferguson@softworks-workforce. com Softworks North America – Lita Letto – lletto@softworksworkforce. com Softworks UK – Noel Dooley – ndooley@softworksworkforce. com Softworks Ireland – Barry Coogan – bcoogan@softworksworkforce. com Softworks Middle East – Alaa Ismail – aismail@softworkswww. softworks-workforce. com