SaaS – Frank Russell Consulting

Program: CRM & Marketing Integration

April 18, 2018

Client:	Operator of vacation packages and tours
Employees:	700

Program objective:

Implement sales and marketing systems around an integrated marketing database to enable more effective marketing and sales efforts.
Projects
- CRM System (Salesforce.com)
- eMarketing System (Marketo)

The program’s goals were achieved through:

Successful completion of the projects.
Achieving stakeholder support for key process changes.
Successfully merging and cleansing data from multiple sources to create a new integrated marketing database.
Effective training and user involvement.

Key accomplishments:

Delivered core functionality on time and within budget despite aggressive timelines and constrained resources.
Provision of a clean database shared by Sales and Marketing and integrated with the reservations system.
Laid the foundation for future process changes including bottom up forecasting.

HCM Transformation

March 18, 2018

Client:	Integrated forest products company
Employees:	6,000

Canfor started a major HR transformation program that included the building of a shared services group and Communities of Expertise. The foundation of the program was the harmonization of processes across the company and the implementation of a cloud-based Human Capital Management (HCM) solution to support them. The company had 6,000 employees in operations across North America.

Led the evaluation and selection of the HCM system – SuccessFactors – and a system integration partner. Developed a 3 year roadmap for the program as well as the project charter and detailed implementation and resource plans. Led the requirements definition, design and initial iteration phases including testing.

The core modules included:

HCM: SuccessFactors – Employee Central, Recruitment Management, Performance & Goal Setting, Compensation & Variable Pay, Succession Planning, Learning Management.

Time & Labour Management

March 6, 2018

Client:	International athletic wear manufacturer & retailer
Employees:	12,000

Managed the deployment of Dayforce time & labour management to the company’s retail operations enabling significant cost savings through more efficient staff planning.

HRIS, Payroll & Time Labour Management

February 18, 2018

Client:	Operator of vacation and ski resorts
Employees:	11,000

Brought in to manage a project that was late, over-budget and at risk of failing. Rescheduled the project into achievable phases. Implemented new change control processes. Put in place a communication plan for team members, internal stakeholders and vendors.

In the first phase employee & manager self-service, position management and payroll was implemented in the US for 7,000 employees. The second phase included the same functionality as well as time tracking and was rolled out to three distinct operating companies with 4,000 employees in Canada.

Workday Onboarding

October 7, 2017

Client:	International athletic wear manufacturer & retailer
Employees:	12,000

Managed the migration from Taleo’s onboarding application to Workday. Project included harmonizing onboarding processes across the organization, managing development of Taleo (Recruitment) to Workday interface and implementation of Workday Onboarding.

Real Estate Management

October 5, 2017

Client:	International athletic wear manufacturer & retailer
Employees:	12,000

Led two projects to manage the company’s real estate planning and lease management processes.

1 – Migration of over 500 leases, representing over $500M in annual expenditures, from Excel and paper to Lucernex

2 – Implementation of budgeting and project management tools to manage the store development team’s activities.

Frank Russell Consulting

Tag: SaaS