Maximizing the Value from your Workforce Management System

1. Maximizing the Value from your Workforce Management System The Balanced Scorecard for Workforce Management

2. “If you can’t measure it, you can’t manage it” Maximizing the Value from your WFM System Workforce Value Stakeholder Financial Business Process Continuous Improvement Balanced Scorecard

3. Corporate Strategy Driven Strategic Objectives Software Configuration Corporate Vision WFM Initiatives ROI Expectations Tangible Measurements Business Strategy WFM Objectives WFM Balanced Scorecard The WFM Balanced Scorecard links an organization’s overall strategy to a balanced set of objectives with an emphasis on measurable metrics

4. Multiple Perspectives • Financial • Return-on-capital-invested. Measures hard cost savings and sales increases • Business Process • Improving processes related to managing the workforce. Typically represents productivity improvements (time savings). Can contribute to “Soft Cost” savings but also to increasing effectiveness and promoting better processes • Stakeholder • Employee skills and motivation for improvements in service, capabilities, quality, and retention. Change Management – Answers “What is the system going to do for me?” • Continuous Improvement • Rationale for re-investing in the labor model, employee skills, labor standards, forecasting data, etc….Clarifies the rationale for a WFM system beyond “System Replacement” “Upgrades” – digital payroll, etc.. Financial Vision and Strategy Business Process Stakeholder Continuous Improvement Achieving benefits holistically “Balanced” across the organization not only for financial but also process improvement, customer satisfaction, employee empowerment, and a continuously improving labor model.

5. Actionable Strategy Sales Increase Compliance Visibility Usability Business Objectives Schedule Accuracy: 85%+ Meal Penalty: Reduce $100k Real time Info: 1 day delay Adoption Rates : 90%+ Measures and Targets Schedule Rules weighted to cover demand Forced meal duration at the clock Dashboard KPI’s Streamlined UI with Task Flows WFM Initiatives

6. Aligned with Business Objectives Perspectives Stakeholder Financial Business Process • High Adoption • Time Savings, Schedule Visibility • Enhanced Store Support • HR Compliance • Increase conversion rates • Eliminate labor and wage liability exposure • Reduce payroll processing errors and associated costs • Centralized Scheduling • Visibility and Control of Labor Allocation • Enforce policies while reducing the manual steps Business Objectives Sales Increase Compliance Visibility Usability Business Case/ROI Business Case/ROI Continuous Improvement • Aggregation of key business metrics for analysis • Move to Proactive rather reactive position with regard to the labor model • Expand skills and efficiencies within the workforce

7. Measures and Targets • Objectives • Reduce manual payroll steps, processing errors and associated costs. • Improve visibility and control of labor allocation and performance at the store level. • Enhance ability to enforce policies, attendance rules and pay rules, while eliminating manual steps required during enforcement. • Corporate level visibility and real-time reporting into all Workforce Management activity within the organization.

8. WFM Initiatives WFM configuration that drives the Target achievement

9. Pulling it all Together Objectives Measures and Targets Business Case Initiatives

10. Measuring the Results %Complete Time Legend: Planned Balance Scorecard Updated Realized ROI Rollout Progress

11. Questions