RECOMMENDED QUESTIONS TO ASK HR SOFTWARE REFERENCES
Part of the due diligence process for selecting a Human Capital Management (HCM) system should involve checking vendor references. Yes, we know the HR Software vendors are only going to provide you with happy references and it seems like just a formality, but this is a real opportunity to gather and analyze these provided references for their overall satisfaction with the product and the vendor. Considering you will probably have a limited time to interact with each reference’s primary contact, having a plan will help maximize the time spent together. Taking time to establish a HR software reference check plan before you speak with the provided contacts will allow you to determine if your vendor concerns are legitimate and validated by users of the system.
To help you with developing this HR software reference check plan, here are several recommended best practices and suggested questions to employ before, during and after your reference check conversations.
BEFORE YOUR HR SOFTWARE REFERENCE CHECKS
When requesting references from the HCM vendor, if possible, ask for clients in the same or similar industry, who have a comparable number of employees (i.e. full-time, part-time, seasonal, global, etc.) and potentially in close proximity or area in the event an on-site reference check visit is possible. Best of all, inquire about speaking with an existing customer who transitioned from your current HRIS or HCM solution. This type of reference typically provides the best insight to any of your questions and is capable of providing you with realistic implementation expectations.
Target and build your HR software reference check questions based on your teams’ feedback regarding areas of concern as a result of the vendor product demonstrations. (e.g. What has been your experience with the vendor’s support, their knowledge and the speed in which to resolve issues?”)
If possible, request speaking to members of both the HR and finance team in order to get the broadest perspective of feedback from the functional areas that require the heaviest lifting for the HRIS/HCM project implementation.
Schedule your reference check calls for 45-minutes or less. If you are organized and focused on what’s important, there is absolutely no reason why you cannot accomplish what you need in this time frame.
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