ERP Area: HR/Human Capital Management
Software:  UKG (Ultimate Software)
Products Implemented:  401k integration
Company Size:  0 – 1,000 Employees  /  Industry:  Healthcare / Medical
Regions in Scope:  North America
Reviewer Role:  Project Leader

Consultant Recognized:  Jackie
Project(s) in Scope:  Integration

Systems Expertise  5 out of 5
Implementation Process  5 out of 5
Responsiveness  5 out of 5
Quality of Consultants 5 out of 5
Flexibility / Adaptability 5 out of 5

SPEED & COST
Speed vs. Expectations:  Right on schedule!
Cost vs. Expectations: Exactly what we budgeted

SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work precisely

Was the implementation team who actually performed the work the same team that was proposed?
No change

What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
Optina is on top of the follow up. Ensuring you as the client is also following up as the software vendors can be slow to respond.

ERP Area: HR/Human Capital Management
Software:  UKG (Ultimate Software)
Products Implemented:  Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Benefits,Employee Surveys / Sentiment,Support for modules already implemented
Company Size:  0 – 1,000 Employees  /  Industry:  Legal
Regions in Scope:  North America
Reviewer Role:  Decision Maker and Project Leader

Consultant Recognized:  Cyndi Brown
Project(s) in Scope:  Optimization / Ongoing support services

Systems Expertise  5 out of 5
Implementation Process  5 out of 5
Responsiveness  5 out of 5
Quality of Consultants 5 out of 5
Flexibility / Adaptability 5 out of 5

SPEED & COST
Speed vs. Expectations:  Right on schedule!
Cost vs. Expectations: 1.25x cost budgeted

SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work well, but our needs changed during implementation

Was the implementation team who actually performed the work the same team that was proposed?
No change

What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
Because of our firm’s multiple needs, a weekly prioritization meeting has been extremely beneficial.