Workforce Analytics / Planning Solution Discovery Questionnaire

Please answer all questions below to assist us in accurately assessing your project requirements. Once
completed, please send a copy of this form to your account representative. Any relevant technical
documents associated with this project should be attached and sent back with this document.
Solution Type

Workforce Analytics

(Check all that apply)

Workforce Planning

SuccessFactors Account Representative Information

Name

Company

Phone

Email

Company Contact Information

Name

Company

Phone

Email

Project Details
Core HRIS Data Asset(s)
From which system(s) do you plan on
extracting your core workforce & mobility
data? Please provide system version
number (if applicable). How many years of
historical data are available in the
system(s)?

Data Analytic Module

Core Workforce &
Mobility

(Please check all that apply and use the

comments section to specify where multiple
instances of a system exist (i.e. different
systems in different geographies.)

System / Version

Historical Data
Required / Available

SFSF Employee
Central

0-1 Years

PeopleSoft

1-2 Years

SAP

3-4 Years

Oracle

4+ Years

Lawson
Data Warehouse
Other:
Comments/ Notes:

SuccessFactors Modules

Data Analytic Module

Which SuccessFactors modules do you

plan on incorporating into your new
integrated analytics capability?

Goal Management

(Please check all that apply)

System
SFSF

Performance Management
Succession Management
Recruiting Management
Learning & Development
Compensation
Management
360 Degree Reviews

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Additional Data

Data Analytic Module

Which data analytic modules do you plan

on integrating from other non-SFSF
systems? From which system(s) will the
data be extracted?

Performance Management

(Please check all that apply)

Note: SuccessFactors employs a modular
design to enable clients to focus on areas
of business analytics that are most relevant
to their organization. Each module focuses
on a logical group of data items that
support the generation of a related set of
measures and reporting breakdowns.
Please request of a copy of each Data
Analytic Module for more information.

System / Version

Financial Management
Health & Safety
Learning & Development
Absence Management
Leave Accrual
Compensation
Survey Data
Staffing
Succession Management
HR Service Delivery
Custom / Other
Comments / Notes:

Reporting Requirements
Please describe the reporting structures
your organization requires for workforce
analytics and planning purposes?
(Please check all that apply)
Note: For Workforce Planning
engagements please use the comments
section to specify your organizations
preferred workforce segmentations for the
purposes of forecasting (e.g. Job Family)
and availability within your system?

Organizational Unit
Cost Centre / Finance
Location
Supervisor / Reports To / Manager
Other Name:
Comments / Notes:

Technical Details
System Environment

System housed internally and controlled by an in-house HRIT dept

Please describe the environment that hosts

and manages your core HRIS system.

System housed externally and controlled by an in-house HRIT dept

Data Extraction Method

In-house - full history extracts possible (i.e. all transactions)

Please describe the data extraction formats

that can be provided from all systems
either housed internally or outsourced to
another vendor.

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System and HRIT support outsourced to an external party

Outsourced - full history extracts possible (i.e. all transactions)

In-house - snapshot only extracts possible (i.e. point-in-time)
Outsourced - snapshot only extracts possible (i.e. point-in-time)
Other (e.g. In-house capability to build Incremental extracts)

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(Please check all that apply and provide

comments or notes as appropriate)

System Customization
To what degree do your business rules
differ from standard HRIS definitions?
(Please use the comments section to note
the degree of documentation if any
business rules have been customized)

Comments / Notes:

No customization
Very little customization
Moderate customization
Very customized HRIS
Comments / Notes:

Additional Notes
Please provide any additional information
that you may have related to this project.

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