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Integrating System of Records and Collaboration Tools

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In today’s pressing times, remote working plays a critical role for organizations to function smoothly. Harbinger Systems brings to you a comprehensive webinar on integrations – how the systems of records such as HRIS, LMS, and project management; and systems of engagements such as collaboration tools and engagement platforms can effectively work together to make lives easier.

Our speakers, Dr. Vikas Joshi, CEO - Harbinger Group and Maheshkumar Kharade, AGM Technology - Harbinger Systems, will share insights on the ways in which different platforms can be integrated with organization-specific scenarios and workflows. This will prove to be vital as companies will be required to opt for collaboration tools in the post-pandemic circumstances as well.

In this 30-minute webinar you will understand:
• Emerging integration requirements in HR Tech due to impact of COVID-19
• Multiple integration approaches and examples
• How to create a checklist for your integration workflows

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Integrating System of Records and Collaboration Tools

  1. 1. Integrating Systems of Record and Collaboration Tools - Our Lifeline
  2. 2. © 2020 Harbinger Systems | www.harbinger-systems.com 2 1. If you cannot hear the audio: • Please ensure you have selected the right speaker for audio output. • Test your speaker to ensure if it is working fine from the “Audio Settings” option on the lower left corner of your screen. • If necessary, dial in using phone. Dial-in numbers available at: https://zoom.us/u/accCHpImAk 2. All attendees will be on mute by default, please raise your hand if you have a query, or post it in the chat window 3. A recording shall be made available to all attendees within a few days 4. Questions can be posted through the Q&A panel: • Moderators will try and attend to all questions during the session • Any unanswered questions during the session shall be answered via a follow-up email Housekeeping
  3. 3. © 2020 Harbinger Systems | www.harbinger-systems.com Panel Introduction 3 Dr. Vikas Joshi CEO, Harbinger Group Maheshkumar Kharade AGM Technology, Harbinger Systems
  4. 4. Why Has this Become Such a Big Deal? All HR Technology, whether a suite or a point solution, must integrate well with collaboration tools
  5. 5. By the End of this Session You Will be Able to Tell… • How to assess and compare collaboration tools by their integration readiness • How to visualize and document integration workflows • The four foundational integration approaches, and • How to select the approach best suited for your product Harbinger Systems 5
  6. 6. © 2020 Harbinger Systems | www.harbinger-systems.com Systems of Record Human Resources Information System • Primary HR software for many organizations • Examples • SuccessFactors • Workday • Ultimate Software Applicant Tracking System • Commonly used systems for pre-hire and hiring needs • Examples • iCIMS • Greenhouse • Bullhorn Learning Management System • Enabling delivery of learning through various modes • Examples • Docebo • Canvas • Moodle HRIS ATS LMS Other platforms such as Onboarding, Employee Benefits, Payroll and so on…..
  7. 7. © 2020 Harbinger Systems | www.harbinger-systems.com Which collaboration tools are being used most by you or within your organization? A. WebEx, GotoMeeting or other video conferencing B. Slack C. MS Teams D. Basecamp E. Google Drive F. Other (chat in your answer) Poll #1
  8. 8. © 2020 Harbinger Systems | www.harbinger-systems.com Collaboration Tools – Feature Overview Zoom • Online Meeting • Video • Polls and QnA MS Teams • Team Collaboration • Groups • Online Meeting • Document Collaboration Slack • Team Collaboration • Channels • Task management Basecamp • Porject Management • Task Tracking • File Sharing Google Drive • Cloud Storage • File Sharing • Document Collaboration
  9. 9. Integration Example Automating Virtual Classroom Workflow
  10. 10. © 2020 Harbinger Systems | www.harbinger-systems.com Use Case – Enhance LMS to deliver Classroom training using Video Conferencing 10 • Learning Management Systems should have video conferencing capabilities • Such capabilities are needed for Virtual Classroom (instructor-led training ) • Currently LMS admin and Trainers are using web meeting tools to bridge the gap • Organizations already have LMS and Web meeting subscriptions • Its not cost effective to subscribe to another learning app designed for ILT • This leads to additional manual work before and after the online video session • Pre-Session • Update LMS • Create Web meetings • Update learners/employees and LMS • Post-Session • Update LMS (session recording, attendance, QnA and other interactions) • Session Feedback • Open Questions • Can this be automated? • If yes, what does it take?
  11. 11. © 2020 Harbinger Systems | www.harbinger-systems.com Integration Readiness of Collaboration Tools 11 Integration Method Zoom Slack MS Teams Basecamp Google Drive Marketplace or Appstore Yes Yes Yes Yes No Native SDK Yes Yes Yes Yes No Web SDK Yes Yes Yes No Yes REST APIs Yes Yes Yes Yes Yes Realtime Events Yes Yes Yes No No Custom Apps Yes Yes Yes Yes No UI Integration Yes No No No Yes Marketplace - Publish Apps (New features or enhancements) - Advertize, sale, track usage - Seamless integration for end customers SDK - Deliver external app features - Integrate external apps into your apps - Native SDK (Andorid and iOS) for mobile apps - Web SDK for web users REST APIs and Events - Ability to synchronize data in the background - Automate manual activities by linking entitise and actions across multiple platforms and tools - Event subscriptions to trigger real-time sync Custom Apps and UI Integration - Provide quick actions and features of your platform through collaboration tools - UI integration to provide sealess access to end users
  12. 12. © 2020 Harbinger Systems | www.harbinger-systems.com Zoom integration for ILT 12 LMS Zoom Create Training Plan TrainerStudents/Learners Setup Training (date, time, participants) Create Zoom Meeting/Webinar Add Participants / Trainer(s) Send email invite Setup Training Calendar Session Added to calendar ILT Session Added to calendar Save Zoom event details Connector Zoom API Call (POST Event) LMS API Call (Update Interview) Zoom API Call (POST Add Participants) Optionally can set, Questions, poll etc. Join Training session over Zoom Save Recording on Zoom Cloud Record Training Session Notify Completion of Event LMSAPI Call (Update Session) Save Session Details (Attendance, length, QnA, Feedback) Notify Completion of Recording Zoom API Call (Get Recording) LMS API Call (POST Upload Recording) Save Session Recording + Transcript Web meeting/Webinar
  13. 13. © 2020 Harbinger Systems | www.harbinger-systems.com Integration Approaches 13 Anypoint Connector Cloud Connector Public APIs File Based
  14. 14. © 2020 Harbinger Systems | www.harbinger-systems.com Based on your needs, which approach are you most likely to prefer for integrating collaboration tools with systems of record? A. Point to Point (P2P) B. Ready Connectors C. Enterprise Service Bus (ESB) D. Microservices Poll #2
  15. 15. © 2020 Harbinger Systems | www.harbinger-systems.com P2P Integration • GET API Calls (Scheduler based) • Fetch information from HRIS, ATS, LMS • Employee details • Applicant details • Location information, • Training schedule etc. • POST API Calls (Linked to user action) • Add computed / value added information data to HRIS, ATS, LMS • Learner interaction • Questions and Answers • Polls 15 Your Product Authentication Basic OAuth Network REST SOAP HRXML REST SOAP HRXML REQUEST RESPONSE Request Creator Response Mapper SchedulerEvent Custom platform for Common functions • MS Teams • Slack • Web Meetings
  16. 16. © 2020 Harbinger Systems | www.harbinger-systems.com Harbinger Expertise •Consultation for Business Case Discovery • Business Outcomes • Collaboration Platform Selection • Technical Consideration • Legal readiness • Cost vs. ROI Analysis •Integration of one or more tools • API based • Custom Apps • Publish apps to Marketplace
  17. 17. Discussion
  18. 18. Additional Example Automating Video Interview Workflow
  19. 19. © 2020 Harbinger Systems | www.harbinger-systems.com Adding Video Interview Feature to ATS Quickly 19 • Its important to have video interviewing capability in Applicant Tracking System • Currently recruiters are using web meeting tools to bridge the gap • Already have ATS and Web meeting subscriptions • Its cost effective not to but subscription for video interview platform • This lead to additional manual work though • Update ATS • Create Web meetings • Update Candidate and ATS • Post Interview • Update ATS • Enter feedback • Open Questions • Can this be automated? • If yes, what does it take?
  20. 20. © 2020 Harbinger Systems | www.harbinger-systems.com Zoom Integration for Video Interview 20 ATS Zoom Move Candidate to Interview Stage RecruiterCandidate Setup Interview (date, time, panel) Create Zoom Meeting/Webinar Add Participants / Panelist Send email invite Shortlist a Candidate for an Interview Interview Added to calendar Interview Added to calendar Save Zoom event details Connector Zoom API Call (POST Event) ATS API Call (Update Interview) Zoom API Call (POST Add Participants) Optionally can set, Questions, poll etc. Join Video Interview over Zoom Session Save Recording on Zoom Cloud Record Video Interview Notify Completion of Event ATS API Call (Update Interview) Save Session Details (participants, length) Notify Completion of Recording Zoom API Call (Get Recording) ATS API Call (POST Interview Feedback) Save Video Transcript as Notes / Feedback
  21. 21. © 2020 Harbinger Systems | www.harbinger-systems.com Thankyou for joining us today! https://harbinger-systems.com hsplmkting@harbingergroup.com https://www.facebook.com/harbingersys https://www.youtube.com/channel/UCE7gVQ0PIygx2hV0XP5NKsQ https://www.linkedin.com/company/harbinger-systems/https://twitter.com/harbingersys Follow us on: Complementary whitepaper on driving workplace productivity by integrating HCM solutions with HRIS will be shared via follow-up email. https://www.instagram.com/harbingersys/
  22. 22. © 2020 Harbinger Systems | www.harbinger-systems.com Need of Collaboration Tools 22 Pre-hire and Hire • Candidate Relationship • Applicant Tracking • Assesments and Interview Collaboration • Discussions • Meetings • Networking Employee Engagement • One on Ones • Performance Management • Feedback and Surveys Productivity • Project management • Task Tracking • Time Tracking Learning • ILT • Just in time help • Compliance Training Communication • Email • Documentation • Support • MS Teams • Slack • Zoom/WebEx/GTM • SAP JAM • MS Teams • Slack • Zoom/WebEx/GTM • JIRA • Basecamp • Trello • Salesforce • MS Teams • Zoom/WebEx/GTM • Office 365 • Google Drive • Service Now • Zoom/WebEx/GTM • MS Teams Remote Employee
  23. 23. © 2020 Harbinger Systems | www.harbinger-systems.com Case study: Chatbot for Employee Engagement and Performance Management​ About Customer •A US based startup in performance management •Multiple employers are using their platform for real time continuous performance management (CPM) Business situation •User engagement on platform was not as expected •Providing feedback, recognition, raises, etc. was not adopted widely by employees •Client wanted to build Chatbot to enable it in the flow of work Solution •Cloud based chatbot solution integrating with channels like Outlook Desktop version, office 365, web portal, skype, slack. •SSO to directly login to performance system via chatbot. •Workflows for goal management, feedbacks, recognition are doable using chatbot •This further is integrated with HRIS to reflect recognition in HRIS Result •Significant improvement in user experience •Promotes continuous feedback and increases employee engagement •Bot auto trained on request resolution •Application usage has increased by 30%
  24. 24. © 2020 Harbinger Systems | www.harbinger-systems.com Collaboration Tools - Overview TEAM COLLABORATIONMEETINGS PROJECT MANAGEMENT Similarities • API for Integration • Groups • Cloud Storage • Task Tracking • Notifications Collaboration Tools Meetings Team Collaboration Project Management MS Teams Slack MS Teams • Zoom • WebEx • GTM • MS Teams • MS Teams • Slack • MS Teams • Slack • Basecamp Variations • Add-ons • Modes of communication • Access to data through APIs Similarities • API for Integration • Video Conference • VoIP • Recording Options • Cloud Storage • White Board • Clients (Web, Desktop, Mobile) Variations • Add-Ons • Max users in video and meeting • Cloud storage space • Subscription models Similarities • API for Integration • Groups/Channels • Teams • Chat • Clients (Web, Desktop, Mobile) Variations • Add-Ons • Access control • VoIP and Video • Subscription models • Cloud Storage Space
  25. 25. Integration examples / Business Scenario Applicant Tracking Systems • Integration with Credentialing product • P2P connectors for exchanging candidate info • Integration with 10+ leading ATS (Taleo, ADP, iCIMS, SuccessFactors…) Microsoft Dynamics • Integration with analytics product • Extracting customer data analysis for personalized messaging • API based data exchange • iFrame based UI integration on Dynamics app Financial Wellness • Integration with payroll products • Extracting data for calculations • Integration primarily with ADP • Initial approach is using bulk operations (flat files) and later using P2P connectors ESB based • Integrating two systems from Food Processing industry • Exchanging large volume of data audits. • Current integration on BizTalk • Proposed additions for Mule ESB. Harbinger Systems 25

In today’s pressing times, remote working plays a critical role for organizations to function smoothly. Harbinger Systems brings to you a comprehensive webinar on integrations – how the systems of records such as HRIS, LMS, and project management; and systems of engagements such as collaboration tools and engagement platforms can effectively work together to make lives easier. Our speakers, Dr. Vikas Joshi, CEO - Harbinger Group and Maheshkumar Kharade, AGM Technology - Harbinger Systems, will share insights on the ways in which different platforms can be integrated with organization-specific scenarios and workflows. This will prove to be vital as companies will be required to opt for collaboration tools in the post-pandemic circumstances as well. In this 30-minute webinar you will understand: • Emerging integration requirements in HR Tech due to impact of COVID-19 • Multiple integration approaches and examples • How to create a checklist for your integration workflows

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