Vendor Evaluation Techniques for A New HR Technology Solution

Course Description

This online CPE webinar focuses on the steps necessary to evaluate for selecting the best HR technology solution for your organization. By understanding your current “points of pain” - those being your inefficient and ineffective paper-intensive - excel-based workarounds - and utilizing them in your documented Needs Analysis -you will begin the process of culling a potential HRMS solution from many hundreds to a small pool of candidates.

Using proven techniques developed over 30 + years of independent HR Tech consulting, Marc Miller will share his expertise in building a comprehensive Request for Proposal (RFP), evaluating written proposals submitted by your pool of vendors, identifying those worthy of being asked to demonstrate their products features, functions and support, and finally providing methods to select your leading candidates and how to end up with the most appropriate HRMS solution for your environment.

This Online CPE course is designed on vendor selection techniques of HR Technology.

This online RCH/PDC webinar covers the following Key Topics: 

• Developing the detailed RFP – a section by section discussion of contents
• How to evaluate Submitted Written Proposals from HR Technology Vendors

o   Criteria and scoring methods and worksheets for the core project team

o   Templates for Core Team and SME guidance in reading submitted proposals

• Preparing the detailed Demo Agenda – timings, functions, sequence, etc.

o   Provided: sample HRMS demo agendas, etc.

• Who should participate in the Demo sessions – and why? – managing expectations and the roles of the “Core” Project Team and needed SME (Subject Matter Experts)

Click here to access SHRM and HRCI approved PDC/RCH courses

Learning Objectives

• To analyze the components of a detailed Request for Proposal (RFP).
• To discuss the submission requirements that must be adhered to by the HRMS providers who are bidding.
• To determine why a “Vendor Response Code” is needed. 
• To identify the efforts of a Core Project Team and other Subject Matter Experts – during the reading of submitted Proposals and what to provide the Team to enhance their reading, note taking, and feedback.
• To be provided best practice templates for scoring initial proposals and then identifying the candidates who become finalists.

Recommended For

• This Online CE/CPE Webinar is recommended for CPAs, Chief human resources officer (CHRO), Chief Privacy Officer (CPO), Executives and Subject Matter Experts who have expertise in Payroll, Benefits administration, Government Compliance, Recruiting, Performance and Talent Management., HR Technology Leaders and Project Managers, Workforce Analytics professionals and other professionals interested in upgrading their knowledge regarding Needs Analysis For A New HR Technology Solution.
  

Who Should Attend?

Webinar Qualifies For

• 1 CPE Credit for Certified Internal Auditors (CIA)
• 1 CPE Credit for Certified Management Accountants (CMA)
• 1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
• 1 CPE Credit for Internal Audit Practitioner (IAP)
• 1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
• 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
• 1 RCH Credit for Human Resource Certification Institute (HRCI) (Approval No. 590404)
• 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 General Credit for Accountant/Bookeeper

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