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Callidus Pervasive Performance Lorna Bennie Vishrut Parikh October 14, 2008
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
How Well is Your Organization Positioned to Execute against Business Strategy? 25% Link Bonuses to Strategy 40%  Link Budgets to Strategy 20%  of Business Strategies Are Effectively Executed 5% of Employees Understand the Strategy “ Achieving Alignment  Through Strategy Execution”,  Neil Chandler, 24 October 2007, citing Kaplan & Norton 20% of business strategies are executed effectively In 70% of these cases, the reason wasn't the strategy itself, but rather bad execution
What’s Your Strategy for a Single Pay for Performance Solution? “ By 2012, 50% of customers will consolidate their talent management application portfolio down to one or two vendors.” “ Unlocking the Strategic Value From Talent Management Application Investments,” James Holincheck, 26 Dec 2007
Pay-For-Performance must be Embraced Across the Enterprise “ Variable pay should reward the achievement of specific individual goals linked to corporate goals across the enterprise and not be reserved for sales and management roles . Performance and compensation integration (pay-for-performance) enables employers to direct and achieve corporate goals, promote positive turnover, and retain top talent by compensating preferred behaviors and results based on objective performance metrics.” The Forrester Wave™: “Integrated Performance And Compensation Solutions,” Q3 2007 Zach Thomas, August 17, 2007
Best in Class Organizations that Deliver Total Compensation Achieve … ,[object Object],[object Object],[object Object],[object Object],“ Total Compensation Management – Taming Costs and Rewarding Employees,” David Weldon, May 2008
Organizations Recognize the Need for Pay for Performance. However….. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Pervasive Performance Aligns All Stakeholders with Corporate Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sales Performance Management (SPM) Sales and Channel ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Employee Performance Management (EPM) Call Center, Marketing, Support Pervasive Performance Management Alignment with corporate objectives
Announcing Callidus TrueTarget™ Non-sales Callidus Sales Performance Management Suite Sales and Channel Callidus Pervasive Performance Suite Single common compensation foundation - TrueComp ® Callidus TrueTarget Extends Callidus Suite to Deliver Corporate Alignment with  One  Single System New New
Target Setting Business Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
TrueTarget ™: Competitive Differentiators ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Integrate Pay for Performance Across Departments for Alignment Sales Marketing Call Center
TrueTarget™ Key Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
TrueTarget™: Product Highlights ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
TrueTarget™: Product Highlights ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Streamline Quota Setting Process
Manager – Log in to Self-Service to Manage Team Objectives Click to set and publish team objectives Evaluate performance
Manager – Enters Team View Evaluate team performance and high level view of pay for performance / leverage
Manager – Access Participant Detail to See Assigned Objectives Individual metrics for each participant, assign  weighting
Manager – Create New Objectives and Assign Goals
Manager – Reviews Quota Targets for Team
Manager – Modifies Quota Target
Plan Administrator - Set up and Group Objectives, Distribute to Team Key Takeaways ,[object Object],[object Object],[object Object]
Plan Administrator  - Set up Formulas Key Takeaways ,[object Object],[object Object]
Plan Administrator  - Set up and Group Objectives, Distribute to Team Key Takeaways ,[object Object],[object Object],[object Object]
Plan Administrator  - Set up and Group Objectives, Distribute to Team Key Takeaways ,[object Object],[object Object],[object Object]
With Callidus Pervasive Performance Suite We Deliver: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
New Partner - IncentOne ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IncentOne Sample Clients
Provides Total Rewards Solution Callidus Solution
What is IncentOne’s Core Business? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IncentOne: Large Portfolio of Reward Options ,[object Object],[object Object],[object Object]
IncentOne Offers Marketing Services &  Creative Support  We partner with clients to ensure that their program is communicated effectively.
Example of IncentOne Employee Power  Customized Non-Cash Points Solution to Reward for Multiple Employer Programs TM Easy tracking of points earned and redeemed View multiple programs at once
Customer Success Challenge Like others in the beverage industry, fierce competition was forcing lower margins and decreasing sales revenue. Mountain Dew wanted a program to jump start sales performance among their bottlers. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],IncentOne helped Mountain Dew to increase sales through innovative incentive promotion.
Customer Success Challenge How to sustain momentum of success in their health and wellness program and find a ‘one-stop shop’ incentive provider that could fit into their existing programs and implement  all programs together in one platform. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],IncentOne provided a ‘one-stop shop’ incentive solution to integrate  Motorola’s health and wellness programs. ,[object Object],[object Object],[object Object],[object Object]
Contact Information ,[object Object],[object Object],[object Object],[object Object]
Q & A

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The Power Of Pervasive Performance Management: Aligning All Employees to Corporate Objectives

  • 1. Callidus Pervasive Performance Lorna Bennie Vishrut Parikh October 14, 2008
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  • 3. How Well is Your Organization Positioned to Execute against Business Strategy? 25% Link Bonuses to Strategy 40% Link Budgets to Strategy 20% of Business Strategies Are Effectively Executed 5% of Employees Understand the Strategy “ Achieving Alignment Through Strategy Execution”, Neil Chandler, 24 October 2007, citing Kaplan & Norton 20% of business strategies are executed effectively In 70% of these cases, the reason wasn't the strategy itself, but rather bad execution
  • 4. What’s Your Strategy for a Single Pay for Performance Solution? “ By 2012, 50% of customers will consolidate their talent management application portfolio down to one or two vendors.” “ Unlocking the Strategic Value From Talent Management Application Investments,” James Holincheck, 26 Dec 2007
  • 5. Pay-For-Performance must be Embraced Across the Enterprise “ Variable pay should reward the achievement of specific individual goals linked to corporate goals across the enterprise and not be reserved for sales and management roles . Performance and compensation integration (pay-for-performance) enables employers to direct and achieve corporate goals, promote positive turnover, and retain top talent by compensating preferred behaviors and results based on objective performance metrics.” The Forrester Wave™: “Integrated Performance And Compensation Solutions,” Q3 2007 Zach Thomas, August 17, 2007
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  • 9. Announcing Callidus TrueTarget™ Non-sales Callidus Sales Performance Management Suite Sales and Channel Callidus Pervasive Performance Suite Single common compensation foundation - TrueComp ® Callidus TrueTarget Extends Callidus Suite to Deliver Corporate Alignment with One Single System New New
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  • 12. Integrate Pay for Performance Across Departments for Alignment Sales Marketing Call Center
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  • 16. Manager – Log in to Self-Service to Manage Team Objectives Click to set and publish team objectives Evaluate performance
  • 17. Manager – Enters Team View Evaluate team performance and high level view of pay for performance / leverage
  • 18. Manager – Access Participant Detail to See Assigned Objectives Individual metrics for each participant, assign weighting
  • 19. Manager – Create New Objectives and Assign Goals
  • 20. Manager – Reviews Quota Targets for Team
  • 21. Manager – Modifies Quota Target
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  • 29. Provides Total Rewards Solution Callidus Solution
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  • 32. IncentOne Offers Marketing Services & Creative Support We partner with clients to ensure that their program is communicated effectively.
  • 33. Example of IncentOne Employee Power Customized Non-Cash Points Solution to Reward for Multiple Employer Programs TM Easy tracking of points earned and redeemed View multiple programs at once
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  • 37. Q & A