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  • 2013 EMEA EXPATRIATE MANAGEMENT CONFERENCE Expatriate Management Technology

    11-12 APRIL 2013

    Frederic Franchi, Mercer London

    Aggi Kiraly, Mercer Geneva

  • MERCER

    Agenda

    Current Environment in Expatriate Management Technology

    Expatriate Process Improvement

    Pool Survey

    Case Study

  • Current Environment in Expatriate Management Technology

  • MERCER

    Current Environment in Expatriate Management Technology

    One size does NOT fit all

    Work life balance . How?

    Operational Excellence

    Service Level Metrics

    We need you to do MORE With LESS

  • MERCER

    Getting Started in Expatriate Management Technology

  • Expatriate Assignment Process Improvement

  • MERCER

    Expatriate Assignment Processes are Key for an Efficient Expatriate Management Program

    Strategy

    Career/Talent Management

    Policy/Guidelines

    Organization Structure Processes

    Roles & Responsibilities

    Expertise

    Communication

  • MERCER

    What is an Expatriate Assignment Process?

    A process is no more than the steps and decisions involved in the way work is accomplished

    Preparing a Letter of

    Assignment

    Conducting an Expat Briefing

    Performing G&S Review and

    Update

    Initiating third party services for

    an employee going on

    assignment

  • MERCER

    What is Expatriate Assignment Process Improvement?

    A way of looking at how we can do things better

    As defined by Wikipedia: Process improvement is a series of actions taken to identify, analyze and improve existing processes within an organization to meet new goals and objectives. These actions often follow a specific methodology or strategy to create successful results

    Outcomes:

    Remove activities that contribute no value

    Identify opportunities for streamlining/time reduction ~ elevate efficiency

    Improve satisfaction

  • MERCER

    Expatriate Assignment Process Improvement Flowchart example

    Draw a flowchart of exactly what happens

    between the starting and stopping points of the

    process

    Does the team agree

    that the flowchart is

    correct?

    Observe/Review the work as it is

    actually performed

    Using observations

    modify the flowchart to reflect reality

    Step 2

    YES

    NO

    Step 1

  • MERCER

    Expatriate Assignment Process Improvement

    Review process step-by-step

    Identify redundant and unnecessary steps

    Validate each step through Q&A process

    Eliminate redundant or unnecessary steps

    Create a flowchart of the simplified process

    Determine if these changes will achieve the process improvement

    objective(s)

    If yes, train resources using new flowchart

    If no, continue with process improvement initiative

  • MERCER

    Expatriate Assignment Process Improvement

    Macro

    Mini

    Start

    Draft LOU

    Distribute LOU

    End

    Start

    Draft LOU

    Is LOU Approved

    Obtain Approval

    Distribute LOU

    End

    Start

    Draft LOU

    Is LOU

    Approved?

    Obtain Approval

    Distribute LOU

    End

    Revisions Needed?

    Make Revisions

    Finalize LOU

    NO

    YES

    NO

    YES

    YES

    NO

    Micro

  • MERCER

    Expatriate Assignment Process Improvement Implementation of any changes

    Develop a plan to implement the change

    Review Change Plan Q&A

    Implement change if permitted or gain approval

    Determine whether additional actions/causes need to be addressed

    Develop updated process flowchart

    Educate resources regarding new process

    Implement change with effective date

  • MERCER

    Expatriate Assignment Process Improvement Evaluation of the changes

    Evaluate the change

    Determine if process improvement objective(s) were met

    If yes, then initiative is complete

    If no, the team needs to conduct analysis to find out why

    Standardize the process and document

    Communication

  • Pool Survey & Case Study

  • MERCER

    Pool Survey

    What is your company expatriate programme

    administration model?

    In-house

    Partially outsourced/co-sourced

    Fully outsourced

  • MERCER

    Expatriate Management Programme Administration Model

    0

    10

    20

    30

    40

    50

    60

    70

    80

    Worldwide Europe

    In-house Partially outsourced/co-sourced Fully outsourced

    Source: Mercer Worldwide Survey of International Assignment Policies and Practices

  • MERCER

    Mobility Programme Management Which one do you currently manage in house and which by external staff?

    IN-HOUSE

    Policy design/review

    Mobility package calculation

    Mobility package communication

    Selection / assessment of assignees

    Payroll administration

    Expense management and tracking

    Vendor coordination

    Spouse support

    Full assignment services delivery

    Mobility talent management

    EXTERNAL

    Immigration and visas

    Tax preparation / compliance

    House hunting / destination services

    Moving arrangements

    Spouse support

  • MERCER

    Pool Survey

    Who is using mainly excel & word to manage the

    expatriate management?

    Who is using an in-house developed technology

    application to manage the expatriate management?

    Who is using an outside vendor software to manage

    the expatriate management?

  • MERCER

    Expatriate Management Tool Tracking

    0

    10

    20

    30

    40

    50

    60

    70

    Wordwide Europe

    In-house developped tool Outside Vendor tool No specific tool (mainly excel & word)

    Source: Mercer Worldwide Survey of International Assignment Policies and Practices

  • MERCER

    Pool Survey

    Who have identified some gaps in their current

    expatriate management process?

    Who are thinking to review their expatriate

    management process?

    Who has reviewed lately their expatriate management

    process?

  • MERCER

    Expatriate Management Case Study

    Before: outsourced most of processes to vendor (package calculation,

    assignment letter, assignee communication, salary review)

    Now: Company has implemented a software and moved in-house the

    full assignment management process

    Why:

    Better visibility and expat management process

    Increase of efficiency and better management of responding time

    Reporting

    Centralized, one database with all information

    More control of what is done

    Building carrier development and Talent management

  • QUESTIONS

    Expatriate Management Tool

    frederic.franchi@mercer.com

    Mercer UK

    aggi.kiraly@mercer.com

    Mercer Switzerland

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