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Moderator: Mike Prokopeak
Vice President, Editorial Director
Workforce Management magazine
Speaker: Steve Parker
Vice President of HR Strategy
SumTotal Systems
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Mike Prokopeak
Vice President, Editorial Director
Workforce Management magazine
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 7
Steve Parker, SPHR
Steve is a former HR executive and a Vice President at SumTotal Systems, where he uses his 
background and deep understanding of successful HR strategies, processes, and technologies 
to deliver remarkable results to customers.
He has directly helped organizations of all sizes, including numerous small businesses and 
nearly half of the Fortune 100, achieve better results through their people, and has global 
experience in every industry. He has redesigned HR processes and technology for some of 
the world's best places to work, and has led efforts to drive HR solution education and 
awareness globally.
Steve has developed his unique, cross‐functional HR perspective from leading several 
strategic HR functions and initiatives for various organizations throughout his career, including 
Talent Acquisition, Performance Management & Leadership Development, Talent 
Management & Succession, and HR Operations. He is a former member of the United States 
Army Special Operations Command, a Senior Professional in Human Resources (SPHR), a 
certified Human Capital Strategist (HCS), and sometimes travels the world in search of 
adventure like Caine from Kung Fu.
About the Presenter
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 8
Why Talent Management Isn’t
Enough
Using HR Technology to Increase Productivity
Steven Parker, SPHR
Vice President, HR Solution Strategy
April 24, 2013
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 9
The Environment
Moving From Talent Management to Talent Expansion
The 3 Factors of Talent Expansion
About SumTotal
Agenda
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 10
The Environment
Moving From Talent Management to Talent Expansion
The 3 Factors of Talent Expansion
About SumTotal
Agenda
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 11
HR Is More Complex Than Ever…
HR
Rapid Globalization
Global workforce, increased 
diversity, decentralization
Increasing Regulation
Increased compliance –
payroll, industry, and regional
Do More With Less
Increased focus on driving 
efficiencies and productivity
War for Talent
Attracting, retaining and 
motivating the right talent
Source: Gartner HR Trends and PwC Global HR Study
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 12
What is your organization’s top people challenge for 2013?
① Increasing Regulation
② Do More With Less
③ Rapid Globalization
④ War for Talent
Poll Question
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 13
Source: Gartner HR Trends and PwC Global HR Study
of CEOs are making changes 
to talent strategies in 
response to the global 
environment 
78%
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 14
of executives are dissatisfied 
with talent management 
support79%
Source: The Hackett Group, Business Services Talent Management Performance Study
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 15
$8 Billion2/3rds Fail
Annual Spend on HCM Software
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 16
Source: Penn Schoen Berland, 2012
don’t think HR technology 
helps them do their jobs 
better67%
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 17
The Environment
Moving From Talent Management to Talent Expansion
The 3 Factors of Talent Expansion
About SumTotal
Agenda
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 18
HR Needs to Evolve
It’s not enough to deliver this
200 people completed training
98%completed performance appraisals
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 19
Performance Management Outstanding Performance
How What
.5‐2x ROI
HR Efficiency
• % of Performance 
Reviews Completed
8‐10x ROI
Business Enablement
• Productivity
• Revenue Growth
Typical HCM Software Focuses on the
Process, not Outcomes
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 20
People need software that helps them be 
better at what they do… not just record what 
they did.
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 21
It’s Time for
Talent Expansion
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 22
tal∙ent ex∙pan∙sion
/ talənt ik spanSHən/
Noun
1. The growth and development of new knowledge, skills, experience, and capabilities: the
expansion of individual and organizational talent.
2. Tools that help people be better at what they do, not just record what they did.
3. A revolutionary approach to HR software.
Synonyms
capability development – skill growth – productivity increase
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 23
HR Needs to Evolve
You need to deliver
Continuous just‐in‐time  
learning+  15% greater productivity
Real‐time collaboration 
with experts+  50% add’l sales in one account
Focused career development+  Region lead
Productivity 175%
38%
76%
Employee Engagement
Promotion Rate
Source: Bersin & Associates 2011
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 24
Talent Expansion Brings Real Benefits
Increased productivity
Improved adoption and 
engagement
Nearly triple the ROI
1980 2000 2012
Talent Expansion
Talent Management 
Traditional 
HCM
Core Tracking + 
Reporting
+ Improved UI
+ Pervasiveness & 
Context
Push
(company‐imposed)
Pull
(people‐promote)
ROI
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 25
What’s the highest level of value you are getting from your HR 
systems infrastructure today?
① Little or Unclear
② Automates Important Functions and Processes
③ Provides Cross‐Functional Insight Into Talent Capabilities
④ Helps People Be Better At Their Jobs and Drives Productivity
Poll Question
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 26
The Environment
Moving From Talent Management to Talent Expansion
The 3 Factors of Talent Expansion
About SumTotal
Agenda
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 27
The 3 Factors of Talent Expansion
Action
More Than Just Viewing and 
Recording, Taking Action in Real 
Time
Access
From Anywhere, On Any 
Device, Where I Do My Work
Info
Complete View of Relevant 
People and Business Data 
Provides Context
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 28
Info
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 29
• Experience• Competencies
• Knowledge• Personal 
Attributes
Who They 
Are
What They 
Know
What They 
Have Done
What They 
Can Do
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 30
use more than three HR 
systems75%
Source: Forrester Research, 2011
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 31
LACK OF INTEGRATED 
VISIBILITY AND ANALYTICS
HIGH COMPLIANCE AND 
OWNERSHIP COSTS
LACK OF INTEGRATED
HR PROCESSES
LACK OF A “SINGLE SOURCE OF 
TRUTH” OF TALENT
LMS
RECRUITING
COMPENSATION CAREER DEV
SUCCESSION
PAYROLL
HRIS
PERFORMANCE
FINANCIAL
S
ERP
SUPPLY 
CHAIN
CRM
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 32
Data mapping is
70% of project cost
Average HRMS 
consolidation
Cost: $6 million
Time: 3 years
Technology Vendors:
“The only way to get
analytics and value is to
buy core HR from us.”
HR Executives:
“We’ll continue to need
multiple systems into the
foreseeable future.”
Systems Consolidation Isn’t the Answer
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 33
A VIRTUAL ‘SINGLE SOURCE OF 
TRUTH’ OF TALENT
INTEGRATED HR ANALYTICS
IMPROVE COMPLIANCE AND
OWNERSHIP COSTS INTEGRATED HR PROCESS
LMS
RECRUITING
COMPENSATION CAREER DEV
SUCCESSION
PAYROLL
HRIS
PERFORMANCE
FINANCIALSSUPPLY CHAIN
CRM
ERP
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 34
Access
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 35
The SumTotal elixHR Platform:
extending and linking HR data and processes
Deliver actionable 
information in 
context
Pervasive, when 
needed
Virtual system 
of record
Integrated analytics 
Compliance and security
CORE HRIS + 
WORKFORCE
LEGACY TALENT/
3RD PARTY
GLOBAL PAYROLL
ERP/CRM
UNSTRUCTURED
CLOUD APPS
Your systems and 
infrastructure
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 36
Easily Accessed Where People Do Their
Work
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 37
Easily Accessed Where People Do Their
Work
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 38
Action
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 39
7:00 am
Assigned a new top 10 customer for meeting this 
afternoon.
7:15 am
Opens her salesforce.com opportunity record and sees
learning specific to this opportunity and connections to 
people who know this customer well.
7:30 am Uses tools to get up to speed on new opportunity.
10:00 am
Nails the meeting. Gets handshake agreement for 
purchase of new product.
Talent Expansion in Sales
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 40
8:00 am
Arrives at work, clocks in, and finds the equipment he’s 
going to work on has been updated.
8:01 am 
Receives needed training immediately on mobile device, 
takes certification test and passes.  Manager is 
automatically notified that he is certified.
8:30 am Starts equipment for the day’s work.
Talent Expansion in Manufacturing
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 41
12:00 pm
Finishes project and is assigned a goal that requires him to 
use Ruby, a language he has not used for 18 months.
12:15 pm
In addition to showing how his goal will contribute to 
company success, the system provides specific 
suggestions of 2 learning activities aligned with the goal to 
update his skills.
12:30 pm
Starts project with confidence and is immediately 
productive.
Talent Expansion in High Tech
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 42
“I could not 
do my job 
without it.”
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 43
Effective performance management is a series of 
ongoing activities – goal‐setting and revising, 
managing and coaching, development planning, and 
rewarding and recognizing – with performance 
appraisal events interspersed throughout.
Source: Bersin & Associates 2011
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 44
Summary
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 45
The 3 Factors of Talent Expansion
Action
More Than Just Viewing and 
Recording, Taking Action in Real 
Time
Access
From Anywhere, On Any 
Device, Where I Do My Work
Info
Complete View of Relevant 
People and Business Data 
Provides Context
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 46
Talent Expansion Brings Real Benefits
Increased productivity
Improved adoption and 
engagement
Nearly triple the ROI
1980 2000 2012
Talent Expansion
Talent Management 
Traditional 
HCM
Core Tracking + 
Reporting
+ Improved UI
+ Pervasiveness & 
Context
Push
(company‐imposed)
Pull
(people‐promote)
ROI
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 47
Business-
Integrated HR
Strategic HR
Fundamental HR
Compliance-
Driven HR
$270,647
$118,577
$169,693
$98,221
0 $100,000 $200,000 $300,000
Source: Bersin & Associates 2011
Revenue Per Employee By HR Focus
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 48
The Environment
Moving From Talent Management to Talent Expansion
The 3 Factors of Talent Expansion
About SumTotal
Agenda
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 49
LEARNING TALENT WORKFORCE
PAYROLL &
EXPENSE
3,500 Enterprise and SMB customers | 45 million users | $200M+ in revenue
96% Customer Retention | Nearly 30 Years in HR
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 50
SumTotal is the Leading Independent
HR Software Provider
#1 in Learning #3 in Integrated Talent
Estimated Global LMS Market Share
Bersin, 2012
Integrated Talent Management Management
Systems Market Share, Bersin, 2012
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 51
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 52
Many of Fortune’s
“Great Places to Work”
are SumTotal Customers
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 53
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 54
SumTotal Applications
Comprehensive, Integrated and 
Modular
Open – Works with Other 
Technologies
Solves Complex Customer 
Problems
Scalable – Enterprise and SMB
Talent | Learning | Workforce | Payroll | Analytics
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 55
Deploy
SaaS Desktop/Laptop
Smartphone
TabletOn Premise
Hosted
private
Access
SumTotal Deployment Options & Access
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 56
Thank You
Questions?
Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
Page 57
For free resources visit us at
www.sumtotalsystems.com
The Talent Expansion Manifesto
2013 Forrester Talent Management Wave
Improving Employee Engagement to Drive Business 
Performance
HR Field Guide: 5 Tips to Effective Performance 
Management 
Steve Parker
Vice President of HR Strategy
SumTotal Systems
Join Our Next Workforce Webinar
Leadership Sustainability: Seven Disciplines to
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Must Make
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Why Talent Management Isn’t Enough: Using HR Technology to Increase Productivity

  • 1. You can listen to today’s webinar using your computer’s speakers or you may dial into the teleconference. If you would like to join the teleconference, please dial 1.650.479.3208 and enter access code: 924 564 627 #. You will be hold until the seminar begins.
  • 2. Moderator: Mike Prokopeak Vice President, Editorial Director Workforce Management magazine Speaker: Steve Parker Vice President of HR Strategy SumTotal Systems
  • 3. • Q&A – Click on the Q&A icon on  your floating toolbar on the  top of your screen. – Type in your question in the  space at the bottom. – Click on “Send.”
  • 6. Mike Prokopeak Vice President, Editorial Director Workforce Management magazine
  • 7. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 7 Steve Parker, SPHR Steve is a former HR executive and a Vice President at SumTotal Systems, where he uses his  background and deep understanding of successful HR strategies, processes, and technologies  to deliver remarkable results to customers. He has directly helped organizations of all sizes, including numerous small businesses and  nearly half of the Fortune 100, achieve better results through their people, and has global  experience in every industry. He has redesigned HR processes and technology for some of  the world's best places to work, and has led efforts to drive HR solution education and  awareness globally. Steve has developed his unique, cross‐functional HR perspective from leading several  strategic HR functions and initiatives for various organizations throughout his career, including  Talent Acquisition, Performance Management & Leadership Development, Talent  Management & Succession, and HR Operations. He is a former member of the United States  Army Special Operations Command, a Senior Professional in Human Resources (SPHR), a  certified Human Capital Strategist (HCS), and sometimes travels the world in search of  adventure like Caine from Kung Fu. About the Presenter
  • 8. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 8 Why Talent Management Isn’t Enough Using HR Technology to Increase Productivity Steven Parker, SPHR Vice President, HR Solution Strategy April 24, 2013
  • 9. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 9 The Environment Moving From Talent Management to Talent Expansion The 3 Factors of Talent Expansion About SumTotal Agenda
  • 10. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 10 The Environment Moving From Talent Management to Talent Expansion The 3 Factors of Talent Expansion About SumTotal Agenda
  • 11. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 11 HR Is More Complex Than Ever… HR Rapid Globalization Global workforce, increased  diversity, decentralization Increasing Regulation Increased compliance – payroll, industry, and regional Do More With Less Increased focus on driving  efficiencies and productivity War for Talent Attracting, retaining and  motivating the right talent Source: Gartner HR Trends and PwC Global HR Study
  • 12. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 12 What is your organization’s top people challenge for 2013? ① Increasing Regulation ② Do More With Less ③ Rapid Globalization ④ War for Talent Poll Question
  • 13. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 13 Source: Gartner HR Trends and PwC Global HR Study of CEOs are making changes  to talent strategies in  response to the global  environment  78%
  • 14. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 14 of executives are dissatisfied  with talent management  support79% Source: The Hackett Group, Business Services Talent Management Performance Study
  • 15. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 15 $8 Billion2/3rds Fail Annual Spend on HCM Software
  • 16. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 16 Source: Penn Schoen Berland, 2012 don’t think HR technology  helps them do their jobs  better67%
  • 17. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 17 The Environment Moving From Talent Management to Talent Expansion The 3 Factors of Talent Expansion About SumTotal Agenda
  • 18. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 18 HR Needs to Evolve It’s not enough to deliver this 200 people completed training 98%completed performance appraisals
  • 19. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 19 Performance Management Outstanding Performance How What .5‐2x ROI HR Efficiency • % of Performance  Reviews Completed 8‐10x ROI Business Enablement • Productivity • Revenue Growth Typical HCM Software Focuses on the Process, not Outcomes
  • 20. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 20 People need software that helps them be  better at what they do… not just record what  they did.
  • 21. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 21 It’s Time for Talent Expansion
  • 22. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 22 tal∙ent ex∙pan∙sion / talənt ik spanSHən/ Noun 1. The growth and development of new knowledge, skills, experience, and capabilities: the expansion of individual and organizational talent. 2. Tools that help people be better at what they do, not just record what they did. 3. A revolutionary approach to HR software. Synonyms capability development – skill growth – productivity increase
  • 23. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 23 HR Needs to Evolve You need to deliver Continuous just‐in‐time   learning+  15% greater productivity Real‐time collaboration  with experts+  50% add’l sales in one account Focused career development+  Region lead Productivity 175% 38% 76% Employee Engagement Promotion Rate Source: Bersin & Associates 2011
  • 24. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 24 Talent Expansion Brings Real Benefits Increased productivity Improved adoption and  engagement Nearly triple the ROI 1980 2000 2012 Talent Expansion Talent Management  Traditional  HCM Core Tracking +  Reporting + Improved UI + Pervasiveness &  Context Push (company‐imposed) Pull (people‐promote) ROI
  • 25. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 25 What’s the highest level of value you are getting from your HR  systems infrastructure today? ① Little or Unclear ② Automates Important Functions and Processes ③ Provides Cross‐Functional Insight Into Talent Capabilities ④ Helps People Be Better At Their Jobs and Drives Productivity Poll Question
  • 26. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 26 The Environment Moving From Talent Management to Talent Expansion The 3 Factors of Talent Expansion About SumTotal Agenda
  • 27. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 27 The 3 Factors of Talent Expansion Action More Than Just Viewing and  Recording, Taking Action in Real  Time Access From Anywhere, On Any  Device, Where I Do My Work Info Complete View of Relevant  People and Business Data  Provides Context
  • 28. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 28 Info
  • 29. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 29 • Experience• Competencies • Knowledge• Personal  Attributes Who They  Are What They  Know What They  Have Done What They  Can Do
  • 30. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 30 use more than three HR  systems75% Source: Forrester Research, 2011
  • 31. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 31 LACK OF INTEGRATED  VISIBILITY AND ANALYTICS HIGH COMPLIANCE AND  OWNERSHIP COSTS LACK OF INTEGRATED HR PROCESSES LACK OF A “SINGLE SOURCE OF  TRUTH” OF TALENT LMS RECRUITING COMPENSATION CAREER DEV SUCCESSION PAYROLL HRIS PERFORMANCE FINANCIAL S ERP SUPPLY  CHAIN CRM
  • 32. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 32 Data mapping is 70% of project cost Average HRMS  consolidation Cost: $6 million Time: 3 years Technology Vendors: “The only way to get analytics and value is to buy core HR from us.” HR Executives: “We’ll continue to need multiple systems into the foreseeable future.” Systems Consolidation Isn’t the Answer
  • 33. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 33 A VIRTUAL ‘SINGLE SOURCE OF  TRUTH’ OF TALENT INTEGRATED HR ANALYTICS IMPROVE COMPLIANCE AND OWNERSHIP COSTS INTEGRATED HR PROCESS LMS RECRUITING COMPENSATION CAREER DEV SUCCESSION PAYROLL HRIS PERFORMANCE FINANCIALSSUPPLY CHAIN CRM ERP
  • 34. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 34 Access
  • 35. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 35 The SumTotal elixHR Platform: extending and linking HR data and processes Deliver actionable  information in  context Pervasive, when  needed Virtual system  of record Integrated analytics  Compliance and security CORE HRIS +  WORKFORCE LEGACY TALENT/ 3RD PARTY GLOBAL PAYROLL ERP/CRM UNSTRUCTURED CLOUD APPS Your systems and  infrastructure
  • 36. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 36 Easily Accessed Where People Do Their Work
  • 37. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 37 Easily Accessed Where People Do Their Work
  • 38. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 38 Action
  • 39. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 39 7:00 am Assigned a new top 10 customer for meeting this  afternoon. 7:15 am Opens her salesforce.com opportunity record and sees learning specific to this opportunity and connections to  people who know this customer well. 7:30 am Uses tools to get up to speed on new opportunity. 10:00 am Nails the meeting. Gets handshake agreement for  purchase of new product. Talent Expansion in Sales
  • 40. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 40 8:00 am Arrives at work, clocks in, and finds the equipment he’s  going to work on has been updated. 8:01 am  Receives needed training immediately on mobile device,  takes certification test and passes.  Manager is  automatically notified that he is certified. 8:30 am Starts equipment for the day’s work. Talent Expansion in Manufacturing
  • 41. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 41 12:00 pm Finishes project and is assigned a goal that requires him to  use Ruby, a language he has not used for 18 months. 12:15 pm In addition to showing how his goal will contribute to  company success, the system provides specific  suggestions of 2 learning activities aligned with the goal to  update his skills. 12:30 pm Starts project with confidence and is immediately  productive. Talent Expansion in High Tech
  • 42. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 42 “I could not  do my job  without it.”
  • 43. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 43 Effective performance management is a series of  ongoing activities – goal‐setting and revising,  managing and coaching, development planning, and  rewarding and recognizing – with performance  appraisal events interspersed throughout. Source: Bersin & Associates 2011
  • 44. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 44 Summary
  • 45. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 45 The 3 Factors of Talent Expansion Action More Than Just Viewing and  Recording, Taking Action in Real  Time Access From Anywhere, On Any  Device, Where I Do My Work Info Complete View of Relevant  People and Business Data  Provides Context
  • 46. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 46 Talent Expansion Brings Real Benefits Increased productivity Improved adoption and  engagement Nearly triple the ROI 1980 2000 2012 Talent Expansion Talent Management  Traditional  HCM Core Tracking +  Reporting + Improved UI + Pervasiveness &  Context Push (company‐imposed) Pull (people‐promote) ROI
  • 47. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 47 Business- Integrated HR Strategic HR Fundamental HR Compliance- Driven HR $270,647 $118,577 $169,693 $98,221 0 $100,000 $200,000 $300,000 Source: Bersin & Associates 2011 Revenue Per Employee By HR Focus
  • 48. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 48 The Environment Moving From Talent Management to Talent Expansion The 3 Factors of Talent Expansion About SumTotal Agenda
  • 49. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 49 LEARNING TALENT WORKFORCE PAYROLL & EXPENSE 3,500 Enterprise and SMB customers | 45 million users | $200M+ in revenue 96% Customer Retention | Nearly 30 Years in HR
  • 50. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 50 SumTotal is the Leading Independent HR Software Provider #1 in Learning #3 in Integrated Talent Estimated Global LMS Market Share Bersin, 2012 Integrated Talent Management Management Systems Market Share, Bersin, 2012
  • 51. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 51
  • 52. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 52 Many of Fortune’s “Great Places to Work” are SumTotal Customers
  • 53. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 53
  • 54. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 54 SumTotal Applications Comprehensive, Integrated and  Modular Open – Works with Other  Technologies Solves Complex Customer  Problems Scalable – Enterprise and SMB Talent | Learning | Workforce | Payroll | Analytics
  • 55. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 55 Deploy SaaS Desktop/Laptop Smartphone TabletOn Premise Hosted private Access SumTotal Deployment Options & Access
  • 56. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 56 Thank You Questions?
  • 57. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL Page 57 For free resources visit us at www.sumtotalsystems.com The Talent Expansion Manifesto 2013 Forrester Talent Management Wave Improving Employee Engagement to Drive Business  Performance HR Field Guide: 5 Tips to Effective Performance  Management 
  • 58. Steve Parker Vice President of HR Strategy SumTotal Systems
  • 59. Join Our Next Workforce Webinar Leadership Sustainability: Seven Disciplines to Achieve Changes Great Leaders Know They Must Make Wednesday, May 1, 2013 Workforce Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register for upcoming Workforce Webinars at www.workforce.com