Road Mapping HR Technology Projects - Using a Human-Centered Design Approach SHRM-Atlanta SOAHR 2018 - OneSpring

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Road Mapping HR Technology Projects - Using a Human-Centered Design Approach SHRM-Atlanta SOAHR 2018 - OneSpring
Road Mapping HR Technology Projects
Using a Human-Centered Design Approach

SHRM-Atlanta SOAHR 2018
Road Mapping HR Technology Projects - Using a Human-Centered Design Approach SHRM-Atlanta SOAHR 2018 - OneSpring
What will you learn?

• What is Human-Centered Design
  and how can it benefit HR?

• How Customer Journey Mapping
  helps HR prioritize their IT projects?

• What are the key steps to
  performing an HR Technology Road
  Mapping project?

25-Mar-18                          SHRM-Atlanta SOAHR 2018   2
Road Mapping HR Technology Projects - Using a Human-Centered Design Approach SHRM-Atlanta SOAHR 2018 - OneSpring
What are the challenges today?
• 66% of projects fail, run late, or are
  over budget 1

• 45% of features are never used 1

• 53% of projects will incur cost increases of
  189% of the original estimates 1

• 30% of project costs are REWORK 2

• 70% of REWORK is attributed to correcting
  requirements errors 3

1   Standish Group, 2 Forrester Research, and 3 META Group

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Why does this happen?

• Most projects lead with technology

• Technology is selected based on
  feature-sets

• Minimal requirements are gathered
  to define the needs

• No one talks to the actual customer
  or end-user who will use the
  technology

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How does this impact HR?

• HR needs to change their business
  process to accommodate or “fit” the
  technology or tool

• The technology provides features or
  capabilities that are not needed

• The technology lacks the
  capabilities that are truly needed by
  HR professionals

• The features are often “generic”

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Is there a better way?

• Lead projects with a “people first”
  mindset

• Learn and understand what people
  need to support the business

• Shape the technology to support
  the needs of the people and the
  business

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What is Human-Centered Design (HCD)?

• HCD is a problem-solving framework
  that helps make products and services
  more responsive to people’s needs

• Focus is on a deep understanding of
  the behaviors, insights, emotions, and
  needs of customers first

• Involves an iterative process to validate
  solutions to deliver the optimal product
  or service experience

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What is the HCD process?

• HCD is a highly-iterative process that
  follows a continuous improvement cycle
  of Research, Definition, and Validation

• HCD can be utilized for new or existing
  projects/products/services

• HCD doesn’t have to be a lengthy
  process

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What HCD techniques can HR utilize?

• Participant Observation/
  Job Shadowing

• Surveys/Experience Sampling

• Personas/Jobs-to-be-Done

• Customer Journey Mapping

• Prototyping & Simulations

• A/B Testing

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The Customer Journey Map
                                                            The Key Elements
• A customer journey map tells the story
  of a customer’s experience from initial
  awareness through a long-term
  relationship
                                                              Actions        Time
• A journey map helps organizations
  better understand the needs, pain-
  points, and opportunities with their
  customers                                             Touchpoints     Places   Emotions

• These valuable insights can drive
  business priorities for HR technology
                                                              Devices      Thoughts
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The Customer Journey Map – Example
      Stages      Discover            Learn                    Engage           Adopt

                                                                 ?
 Touchpoints    Search for        Sort by                                   Saved my
                                                           Will apply for
               Sr. Developer   position Title                               profile for
                                                            position at
                    open        to find best                                  future
                                                            home later
                 positions         match                                    positions

               “Can’t search                               “How to save     “Great - so
    Thoughts                   “This is nice!
                by State?”                                   search?”         easy!”

    Emotions

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How to create a Customer Journey Map

• Identify who your “customers” are;
  These can be internal & external
  persons. For example, an HR
  Administrator or a Job Candidate

• Interview and/or “shadow” their day-in-
  the-life activities to understand the
  steps in their journey

• Focus on learning about their goals,
  environment, needs, and challenges

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How to create a Customer Journey Map

• List out all the interactions
                                  Job Candidate : Apply for Job Online
  between a person and any
  agent - the                        Stages            Discover              Learn              Engage              Adopt

  “touchpoints” (e.g. “Search                                                                    ?
  for Sr. Developer open           Touchpoints

  positions”)                                         Search for
                                                     Sr. Developer
                                                                     Sort by position
                                                                     Title to find best
                                                                                           Will apply for
                                                                                          position at home
                                                                                                             Saved my profile
                                                                                                                for future
                                                    open positions         match                 later          positions

• Be sure to include                Thoughts

  “Devices” and “Places”            Emotions

  (e.g. “Mobile Phone”)

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How to create a Customer Journey Map

• For each touchpoint, list
                                Job Candidate : Apply for Job Online
  the corresponding
  “Thoughts” and “Emotions”        Stages            Discover               Learn              Engage              Adopt

  captured from the research                                                                    ?
                                 Touchpoints
• Focus on “the moments                             Search for
                                                   Sr. Developer
                                                                    Sort by position
                                                                    Title to find best
                                                                                          Will apply for
                                                                                         position at home
                                                                                                            Saved my profile
                                                                                                               for future
  that matter”                                    open positions          match                 later          positions

                                                 “Can’t search by                         “How to save        “Great - so
                                  Thoughts                           “This is nice!
                                                     State?”                                search?”            easy!”

• There can be multiple items     Emotions

  for each stage

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How to create a Customer Journey Map

• List out and review all the                  Discover              Learn
  key findings from the
                                           Can’t search by       Is there a ”save
  “Thoughts” and “Emotions”
  at each stage of the journey
                                       •   State               • search” feature?
                                         Display issue on        How do I search by
  map
                                       • mobile                • my City & State?
• Look for similar findings              Would like to “sort     Can I upload my
  and start to group them              • by” title             • LinkedIn profile?
  into logical categories or                                     Download resume
  “buckets”                            • Where do I apply?     • PDF is broken
                                         Advanced search         Where do I show
                                       • is good               • work samples?
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How to create a Customer Journey Map

• Label each “bucket” of                                                User Profile (11)
  findings to identify areas

• Next, look at the number of
  findings in each area; this                             Sort By (8)
  provides a key indicator of
  the priority

• Place the number next to                                                 Search (18)
  each label

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How to create a Customer Journey Map
• Now, you and your team
  can start to clearly see the      Stages            Discover               Learn              Engage              Adopt

  “Pain Points” and
  “Opportunities” in your                                                                        ?
  customer’s journey              Touchpoints
                                                     Search for      Sort by position      Will apply for    Saved my profile
                                                    Sr. Developer    Title to find best   position at home      for future

• Look for gaps and “tipping                       open positions          match                 later          positions

  points” that also may be an      Thoughts
                                                  “Can’t search by
                                                      State?”         “This is nice!
                                                                                           “How to save
                                                                                             search?”
                                                                                                               “Great - so
                                                                                                                 easy!”

  opportunity                      Emotions

• Socialize your map with
  stakeholders to both refine
  and validate

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Helping HR prioritize their IT projects

• Use prioritized “Pain              Opportunities           HR Goals
  Points” and “Opportunities”
  on your Journey Map to
  align with your HR business                             Provide greater
                                          Improve
                                                           access to job
  goals & priorities                       Search
                                                            candidates

• Solicit feedback on                    Save User        Increase online
  prioritization criteria,                Profile           membership
  dependencies, and
  potential “blockers”                    Upload          Improve the user
  and risks                             ”Portfolio”         experience

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Creating an HR Product Roadmap

• A Product Roadmap is a
  prioritized listing of projects,
  typically presented in a linear
  timeline

• Projects are listed in order of
  business priority and other
  relevant criteria

• Projects can be grouped into
  business or technology “themes”
  to show logical relationships

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The Product Roadmap – Example
                   2018                             2019                               2020

            Q1   Q2    Q3     Q4     Q1       Q2         Q3          Q4    Q1    Q2       Q3   Q4

             service center               employee first                     next gen center
  BU

             pc upgrade            error response                         move to cloud
  IT

                  10% market share                                  30% market share
  KPI
  SWOT

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Creating an HR Product Roadmap

• Create a timeline map by                                          2018                   2019
  year, quarter, and months                               Q1   Q2      Q3   Q4   Q1   Q2     Q3   Q4
  (if needed)
                                   Discover
• Pivot the stages in your
  customer journey to reflect        Learn

  the areas each project will
  align to                         Engage

• If you have multiple              Adopt

  customer journeys, they
  can be combined

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Creating an HR Product Roadmap

• Map the highest priority                                            2018                            2019
  projects that you aligned                              Q1      Q2        Q3     Q4     Q1     Q2      Q3   Q4
  with the business goals &
  objectives                      Discover                     project #1                       project #2

• Label or color code groups        Learn
                                                              project #3                 project #4

  of projects by their
                                                                           project #5
  “theme” (e.g. “HR               Engage

  Recruiting NextGen”)                                                             project #6
                                   Adopt

• Be sure to include all
  relevant business criteria

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Creating an HR Product Roadmap

• Utilize this HR Product
  Roadmap to communicate
  needs and priorities to IT
  and other areas of your
  company

• Lastly, integrate the HR
  Product Roadmap into
  other company-wide
  roadmaps to ensure a
  global HR viewpoint

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The Product Roadmap – HR + IT
                   2018                              2019                               2020

            Q1   Q2       Q3   Q4     Q1       Q2         Q3          Q4    Q1    Q2       Q3   Q4

                 search                          profile                          portfolio
  HR

             pc upgrade             error response                         move to cloud
  IT

                  10% market share                                   30% market share
  KPI
  SWOT

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Using HCD to better plan your HR IT projects

• Include empathy for your
  customers/end-users in your
  planning

• Map the people process first, then
  frame technology solutions to better
  meet their needs

• Let the “pain points” and
  “opportunities” guide your
  prioritization for IT projects

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Thank you!
For more information and to download this presentation:

www.onespring.net/events/soahr/

Robert Grashuis
Partner
robert@onespring.net
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