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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
Mercer UK
Mercer Switzerland
