An effective human capital strategy has never been more important

Optimizing the power of your people is central to achieving a competitive upper hand and long-term success. Your entire operating model must effectively support employee recruitment, retention, performance and engagement to ensure individuals contribute meaningfully to your organization’s vision.

At RSM US LLP, we’ll advise you on gaining an objective, fact-based perspective to align your human capital function to strategic business goals. Once we thoroughly understand your organization’s objectives and unique challenges, we can strategically examine your organizational configuration, advise you on implementing the right human capital management (HCM) system, review and refine work roles, provide human resources (HR), a human resources information system (HRIS) or payroll administration, and so much more.

An unbiased approach to delivering effective human capital solutions

Our holistic approach enables your company to explore the technology and vendors that will best meet your specific, strategic human capital goals. We bring extensive relationships with industry-leading providers and leverage experienced internal resources to achieve an effective and efficient solution that delivers a return on investment.

Whether you’re seeking guidance with software selection, implementation management, project management, change management or training, we work with the best technology solution providers in the human capital/workforce management space.


Human capital services that scale to support organizational growth

Our depth of solutions encompasses the many interrelated aspects of human resources, payroll, benefits and technology to build an optimized and forward-facing people strategy structured to support growth and weather change.

Unleash the potential of your greatest asset—your people. Studies show that candidates and employees value being a part of teams that support their growth, wellbeing and flexibility. With our understanding of the employee experience, we will customize frameworks, improve talent practices, and create more stickiness and engagement within your organization.

Examples of our capabilities include:

Employee experience support

Employee retention assessments

Culture assessments

DiSC training and development

We provide strategic back-office transactional and payroll support to allow you to decrease risk, lower HR costs and achieve confidence in your payroll.


Human resources and payroll outsourcing

Examples of our capabilities include:

Full or partial HR and payroll outsourcing support

Full-time or temporary payroll processing support

Benefit enrollment and administration oversight

Year-end support

Payroll tax reconciliation

Business continuity planning


Human resources and workforce transformation

Guide your organization through transformative change by designing organizational structures, career paths, succession planning capabilities and hybrid work policies that align with your business strategy and objectives and empower the next generation of leaders. Examples of our capabilities include:

HR Rapid Assessment®

Career path development

HR operating model design

HR business process improvement

HR strategy development

Competency model development

Organizational design

Mergers and acquisition support

Compensation consulting

Merger, carve-out and integration support


Human capital management (HCM) technology and transformation

Ensure the right technology enables HR and the employee experience. Decrease manual HR tasks and focus on higher-value activities.

Examples of our capabilities include:

HCM system assessment and selection

Full HCM system implementation support

HCM system administration and optimization

System integration

Short- or long-term human resources information system (HRIS) support

  • Industry Verticals Served:Energy & Natural Resources, Financial & Professional Services (Banking/Insurance), Consumer Industries (Agribusiness / Consumer Products / Fashion/ Life Sciences / Retail), Discrete Industries (Aerospace / High Tech / Automotive), Healthcare, Higher Education, Hospitality, Life Sciences, Manufacturing, Media, Non-profit, Services Industries (Airlines / Communications / Engineering / Sports / Sports / Entertainment / Travel), Public Services, Technology

    90 Reviews for RSM US LLP

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    2958 Reviews

    UKG HR/Human Capital Management Project by RSM

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Kronos Group)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Nita Fouss
    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: 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 well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Team changed a lot

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Working with Nita has been great. She is extremely knowledgeable and helpful.

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    UKG HCM HR Core, Talent Management, Recruiting/Onboarding, Benefits, Payroll, Employee Surveys/Sentiment Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll,Employee Surveys / Sentiment
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Project(s) in Scope:  Initial deployment (Phase 1)

    Systems Expertise  4 out of 5
    Implementation Process  4 out of 5
    Responsiveness  5 out of 5
    Quality of Consultants 5 out of 5
    Flexibility / Adaptability 4 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

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    For the software, UKG is a combined solution of two companies as opposed to a unified solution (i.e. payroll and benefits and time management are all 1 platform). This would be important to know prior to selecting software.

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    Optimization for UKG HCM HR Core, Talent Management, Recruiting/Onboarding, Benefits, Payroll, Financials, AMS, and PPS

    5/ 5

    ERP Area: Workforce Management (Time & Labor Management)
    Software:  UKG Dimensions (formerly Kronos Workforce Dimensions)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll,Financials,AMS (Application Management Services),PPS (Post Production Support)
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Marni Charnow
    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?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Very easy to work with. Took our “new” ideas and rolled with them to keep on pace. Very easy to communicate with.

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    2958 Reviews

    UKG Talent Management Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Talent Management (Learning, Performance, Succession Planning, Social Collaboration)
    Company Size:  1 – 5k Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Project(s) in Scope:  Optimization / Ongoing support services

    Systems Expertise  4 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:  Less than the time we expected!
    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

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    2958 Reviews

    UKG HR Core, Talent Management, Recruiting, Benefits, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  5 – 10k Employees  /  Industry:  Education
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jonathan Santos
    Project(s) in Scope:  New File Feeds

    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 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?
    Jonathan Santos was amazing to work with, he provided exactly what was asked in a timely manner.

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    2958 Reviews

    UKG Benefits Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Benefits
    Company Size:  1 – 5k Employees  /  Industry:  Food Service
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Project(s) in Scope:  custom report

    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:  1.5x the time we expected
    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 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?
    The report took longer than expected to complete but in the end, it was worth it.

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    2958 Reviews

    UKG Benefits, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Benefits,Payroll
    Company Size:    /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Christina Bindl
    Project(s) in Scope:  Optimization / Ongoing support services,Worked on the life events/back end deduction support.

    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 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?
    I was not part of the budgeting team, so my notes above are more of an N/A response.

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    2958 Reviews

    UKG HR Core, Talent Management, Recruiting, Benefits, Payroll, & Employee Surveys Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll,Employee Surveys / Sentiment
    Company Size:  0 – 1,000 Employees
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Christina Bindl
    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:  2x time expected
    Cost vs. Expectations: Less than 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?
    Give yourself plenty of time before state deadlines – they sneak up on you!

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    2958 Reviews

    UKG Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Construction / Home Improvement
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jennifer Nicholas
    Project(s) in Scope:  Initial deployment (Phase 1)

    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?
    The RSM team was amazing at answering questions and being super flexible to jump on calls to help solution our problems.

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    2958 Reviews

    UKG HR Core, Talent Management, Recruiting, Benefits, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  10 – 20k Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Nita Fouss
    Project(s) in Scope:  Add-on deployment (Phase 2, and not in the original SOW)

    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 well, but our needs changed during implementation

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

    Was this review ...?

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    2958 Reviews

    UKG Recruiting Project

    5/ 5

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

    Consultant Recognized:  Randi Osborn
    Project(s) in Scope:  Onboarding

    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?
    Randi was easy to reach and eager to help. She always made sure she set time aside to answer any questions I had about launching and continues to do so to this day.

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    2958 Reviews

    UKG Integrations Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  we moved a sister company onto UKG
    Company Size:  5 – 10k Employees  /  Industry:  Food Service
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Denise Thomas
    Project(s) in Scope:  system 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 well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

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    UKG HR Core, Recruiting, Benefits, Payroll, & Employee Case Management Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll,Employee Case Management
    Company Size:  0 – 1,000 Employees  /  Industry:  Retail
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Nita Fouss
    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: 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?
    Call Nita first.

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    2958 Reviews

    UKG Benefits Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Benefits
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Customer

    Consultant Recognized:  Denise Thomas
    Project(s) in Scope:  ACA

    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?
    Denise, was very helpful in finding extra resources that I needed for the project. She answered questions in a timely fashion and was always eager to assist.

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    2958 Reviews

    UKG HR Core, Talent Management, Recruiting, Benefits, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Mike Beer
    Project(s) in Scope:  Initial deployment (Phase 1)

    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 well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Overall implementation was rushed (org decision).

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    UKG HR Core, Talent Management, Recruiting, Benefits, Payroll, Employee Surveys, & Financials Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software),PlanSource
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll,Employee Surveys / Sentiment,Financials
    Company Size:  0 – 1,000 Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Mike Beer
    Project(s) in Scope:  Initial deployment (Phase 1),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 4 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?
    Definitely recommend working sessions during implementation. Worth the extra time commitment.

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    2958 Reviews

    UKG HR Core, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Payroll
    Company Size:  10 – 20k Employees  /  Industry:  Food Service
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Kristy Karns Argo
    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: 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 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?
    Highly reliable

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    2958 Reviews

    UKG HR Core, Recruiting, Benefits, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Jennifer Nicholas, Rich Feliccia, Jason Sokolowski
    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: 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?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    This was a difficult and intense project that would not have been successful without the support provided to us by our consultant, Jennifer. Jennifer made the project run smoothly and addressed any bumps proactively as they came up due to system limitations or roadblocks. She was extremely responsive and was able to bring items to our attention in advance of any issues.
    Rich made the project run smoothly and addressed any bumps proactively as they came up due to system limitations or roadblocks. He was extremely responsive and was able to bring items to our attention in advance of any issues.
    Jason made the project run smoothly and addressed any bumps proactively as they came up due to system limitations or roadblocks. He was extremely responsive and was able to bring items to our attention in advance of any issues.

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    UKG Recruiting, & Benefits Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Recruiting / Onboarding,Benefits
    Company Size:  1 – 5k Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Kevin Horn
    Project(s) in Scope:  Automation of vendor files

    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:  3x time expected
    Cost vs. Expectations: 1.5x 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 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?
    Try to send as many specs and materials ahead of time for thoughtful planning.

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    UKG HR Core, Recruiting, Benefits, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Transportation / Distribution
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Michele Duplancich
    Project(s) in Scope:  Initial deployment (Phase 1)

    Systems Expertise  4 out of 5
    Implementation Process  2 out of 5
    Responsiveness  4 out of 5
    Quality of Consultants 5 out of 5
    Flexibility / Adaptability 4 out of 5

    SPEED & COST
    Speed vs. Expectations:  1.5x the time we expected
    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?
    A bit more understanding of how the three partners would work together (WISE, UKG & customer).

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    UKG BI Reporting Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:BI Reporting
    Company Size:  1 – 5k Employees  /  Industry:  Construction / Home Improvement
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Kristy Karns Argo
    Project(s) in Scope:  Optimization / Ongoing support services,Training

    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?
    Kristy is amazing to work with. She is extremely patient and knowledgeable. Any question I had she was able to answer concisely and accurately. I have truly learned so much from her in such a short amount of time. I am looking forward to continuing our work together.

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    UKG Talent Management, & Benefits Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Benefits
    Company Size:  1 – 5k Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Nita Fouss
    Project(s) in Scope:  Add-on deployment (Phase 2, and not in the original SOW)

    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:  Less than the time we expected!
    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?
    As long as the requirements are clear the work is excellent!

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    UKG HR Core, Talent Management, Recruiting, Benefits, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Engineering / Architecture
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Brian Waldrop
    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:  Less than the time we expected!
    Cost vs. Expectations: Less than 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?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Wise Consulting partners know our business and product design, so they can respond quickly and nimbly to our support needs.

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    UKG Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Consultant

    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:  1.75x the time we expected
    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?
    Excellent experience working with Wise for our HRIS needs with UKG.

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    UKG Ready & UKG Pro Time Project

    5/ 5

    ERP Area: Workforce Management (Time & Labor Management)
    Software:  UKG Ready (Formerly Kronos Workforce Ready),UKG Pro Time (formerly UltiPro Time)
    Products Implemented:  Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Partner

    Consultant Recognized:  Jason Sokolowski, Jennifer Nicholas, Morgan Brazell
    Project(s) in Scope:  Optimization / Ongoing support services,Closed Pro but kept Ready separately

    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:  2x time expected
    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 well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The team at Wise helped us through a major transition. We moved from bi-weekly payroll to both bi-weekly and weekly. We lost our payroll manager so they were able to pick up on projects that were started but not yet completed. Our company was also acquired so Wise was able to support us through the transition of breaking our system apart into Ready (for just time keeping) so we could push the files through to our new company’s payroll. They also assisted all of our employees with password resets, and getting into the systems.

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    UKG HR Core, Talent Management, Recruiting, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Sam Mast
    Project(s) in Scope:  Interface

    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:  4x+ time expected
    Cost vs. Expectations: 4x+ 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 precisely

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

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    UKG HR Core, Talent Management, Recruiting / Onboarding, Benefits, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Biotechnology
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Christina Bindl
    Project(s) in Scope:  Initial deployment (Phase 1)

    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?
    Christina is a true SME for UKG Payroll Implementation … pull her in as soon as possible on the project!

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    UKG HCM HR Core, Payroll, & PPS Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Payroll,PPS (Post Production Support)
    Company Size:  1 – 5k Employees  /  Industry:  Business / Professional Services
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Charles Keyser
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services,Training

    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:  2x time expected
    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?
    The lessons learned that we took away from working with UKG, is that the more you can rely on Wise Consulting to perform the needs of your project, the better you will be in the long run. Not just budget wise or time wise, but also in terms of longevity in case you need future tweaks conducted. When you set something up with UKG, if you find something that needs tweaking in the future and the project is closed for more than 30 days, you have to open an new ticket and sit in queue for a long period of time. Wise has better availability. And they are more apt to set up a project such that you might even be able to make your own tweaks in the future; whereas UKG sets things up sometimes that only UKG personnel can make changes to. Don’t get me wrong, we’ve had some fantastic personnel at UKG that we’ve worked with as well, but it’s the luck of the draw as to who is assigned to your project. With Wise, you know exactly who you are getting, the quality of their work, and they are more readily available.

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    UKG HR Core,Payroll, & PPS Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Payroll,PPS (Post Production Support)
    Company Size:  1 – 5k Employees  /  Industry:  Business / Professional Services
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Kristy Karns Argo
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),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:  2x time expected
    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?
    The lessons learned that we took away from working with UKG, is that the more you can rely on Wise Consulting to perform the needs of your project, the better you will be in the long run. Not just budget wise or time wise, but also in terms of longevity in case you need future tweaks conducted. When you set something up with UKG, if you find something that needs tweaking in the future and the project is closed for more than 30 days, you have to open an new ticket and sit in queue for a long period of time. Wise has better availability. And they are more apt to set up a project such that you might even be able to make your own tweaks in the future; whereas UKG sets things up sometimes that only UKG personnel can make changes to. Don’t get me wrong, we’ve had some fantastic personnel at UKG that we’ve worked with as well, but it’s the luck of the draw as to who is assigned to your project. With Wise, you know exactly who you are getting, the quality of their work, and they are more readily available.

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    UKG HR Core, Talent Management, Recruiting / Onboarding, Benefits, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Michele, Jennifer
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services,Training

    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?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Ensure you test the system internally before go-live. The partners can provide the framework but only you know your data

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    UKG Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG
    Products Implemented:  Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Lindsey Wagner
    Project(s) in Scope:  OT Premium

    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:  4x+ time expected
    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?
    Lindsey was super knowledgeable and helpful. She was a delight to work with. She knew all the in’s and outs of the software.

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    UKG HR Core, Talent Management, Recruiting, Benefits, Payroll, & Employee Surveys / Sentiment Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll,Employee Surveys / Sentiment
    Company Size:  0 – 1,000 Employees  /  Industry:  Transportation / Distribution
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Lindsey Wagner
    Project(s) in Scope:  Year end close

    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?
    Lindsey was awesome! I I was making a recommendation to others it would be to ask for Lindsey!

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    UKG Ready Implementation

    5/ 5

    ERP Area: Workforce Management (Time & Labor Management)
    Software:  UKG Ready (Formerly Kronos Workforce Ready)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Construction / Home Improvement
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jason Sokolowski
    Project(s) in Scope:  Initial deployment (Phase 1),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:  1.5x the time we expected
    Cost vs. Expectations: 1.5x cost budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner did not identify issues that came up during implementation and we had some change orders

    Was the implementation team who actually performed the work the same team that was proposed?
    Team changed a lot

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Get the consultant, Wise Consulting engaged earlier in the implementation process

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    UKG Ready Implementation

    5/ 5

    ERP Area: Workforce Management (Time & Labor Management)
    Software:  UKG Ready (Formerly Kronos Workforce Ready)
    Products Implemented:  HCM (HR Core),Payroll
    Company Size:  100k+ Employees  /  Industry:  Government / Military
    Regions in Scope:  North America,South Asia
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Michele Duplancich
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services,Training

    Systems Expertise  3 out of 5
    Implementation Process  2 out of 5
    Responsiveness  3 out of 5
    Quality of Consultants 5 out of 5
    Flexibility / Adaptability 3 out of 5

    SPEED & COST
    Speed vs. Expectations:  2x time expected
    Cost vs. Expectations: 1.75x 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?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Be sure to timely answer emails on SRs and cases or Ultipro will close them

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    UKG HR Core, Recruiting, Payroll, & Workforce Management Time Tool Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Payroll,Workforce Management time tool
    Company Size:  0 – 1,000 Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Michele Duplanchic
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),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: Less than 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 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?
    Consultant’s knowledge of the product being implemented aided our company in meeting our organizational goals and meeting project deadlines. The aids created were helpful in navigating the new HR/Payroll system and helpful as training tools.

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    UKG HR Core, Talent Management, Recruiting, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Marta Williams
    Project(s) in Scope:  Initial deployment (Phase 1)

    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?
    The analysis sessions are imperative to get the very most of the product. The project went very smoothly and was well organized and tasked.

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    UKG Ready Implementation

    5/ 5

    ERP Area: Workforce Management (Time & Labor Management)
    Software:  UKG Ready (Formerly Kronos Workforce Ready)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Education
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Jason Sokoloski
    Project(s) in Scope:  Initial deployment (Phase 1)

    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?
    Our consultant, Jason really set us up for success in Ready. We were very happy with his support. We feel he went above and beyond.

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    UKG Benefits Project

    5/ 5

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

    Consultant Recognized:  Rich Feliccia
    Project(s) in Scope:  Open Enrollment

    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 well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

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    UKG HR Core, Recruiting, Benefits, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  100k+ Employees  /  Industry:  Transportation / Distribution
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Michele Duplancich
    Project(s) in Scope:  Initial deployment (Phase 1),Optimization / Ongoing support services,Training

    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:  Less than the time we expected!
    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

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    UKG Support Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  support
    Company Size:  50 – 100k Employees  /  Industry:  Food Service
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Kristy Karns Argo
    Project(s) in Scope:  Optimization / Ongoing support services

    Systems Expertise  4 out of 5
    Implementation Process  4 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

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    UKG HR Core, Talent Management, Recruiting, Benefits, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Brian Waldrop
    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: Less than 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?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    We have been live with UKG Pro since 2016; there have been many HRIS / HR team members before me. When we decided to engage with Wise we did so strategically – first to fill the gap before I joined the organization, we retained the team after I joined, and we call upon them when our needs change.

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    UKG HR Core, Talent Management, Recruiting, Benefits, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jason Sokolowski
    Project(s) in Scope:  Initial deployment (Phase 1),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:  3x time expected
    Cost vs. Expectations: 1.5x 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?
    We were engaged with a UKG recommended consultant prior to engaging with Wise. Had we engaged with Wise right off the bat, we would have been under budget and on time. Wise has been tremendously helpful as we navigate UKG Ready as a UKG Pro-Ready hybrid client. We felt like we were alone and Wise has definitely helped us bridge the gap and move forward with success.

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    UKG HR Core, Recruiting, Benefits, Payroll, & Employee Surveys Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll,Employee Surveys / Sentiment
    Company Size:  1 – 5k Employees  /  Industry:  Transportation / Distribution
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Ryan Gillen
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services,Training

    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:  Less than the time we expected!
    Cost vs. Expectations: Less than we budgeted!

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner did not identify issues that came up during implementation and we had some change orders

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Utilize Wise Consulting early and often – they get things done quicker and at a higher quality than often the UKG employees are able to do.

    Ryan is a phenomenal partner and we would like have been shopping for another HRIS had Ryan and the Wise team not worked incredibly hard to make the platform easier and more responsive for us.

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    UKG HR Core, Recruiting, Payroll, & Employee Case Management Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Payroll,Employee Case Management
    Company Size:  0 – 1,000 Employees  /  Industry:  Retail
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Nita Fouss
    Project(s) in Scope:  Vendor Integrations

    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:  Less than the time we expected!
    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 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?
    Give the consultants the ability to work directly with the vendors and make sure your internal team is engaged.

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    HCM (HR Core) Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core)
    Company Size:  5 – 10k Employees  /  Industry:  Transportation / Distribution
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Nita Fouss
    Project(s) in Scope:  Vendor Change

    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: Less than 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 well, but our needs changed during implementation

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

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    UKG Pro Time Implementation

    5/ 5

    ERP Area: Workforce Management (Time & Labor Management)
    Software:  UKG Pro Time (formerly UltiPro Time)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll,Employee Surveys / Sentiment,Employee Case Management
    Company Size:  0 – 1,000 Employees  /  Industry:  Transportation / Distribution
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Jason Sokolowski
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Training

    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 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?
    Wise Consulting was the BEST decision we made in helping us integrate over to UKG. Had it not been for Jason Sokolowski and the Wise Consulting team, we would have not met any deadlines. HIGHLY RECOMMEND THEM!!!!

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    UKG Ready Project

    5/ 5

    ERP Area: Workforce Management (Time & Labor Management)
    Software:  UKG Ready (Formerly Kronos Workforce Ready),UKG Pro Time (formerly UltiPro Time)
    Products Implemented:  Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Jason Sokolowski
    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:  4x+ time expected
    Cost vs. Expectations: Less than 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?
    Jason Sokolowski is amazing. He is responsive and extremely knowledgeable. He is very professional and friendly. I will definitely reach out to him for future projects. He over delivered service.

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    UKG Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Nikki Burns
    Project(s) in Scope:  Initial deployment (Phase 1),Optimization / Ongoing support services,Training

    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?
    Plan ahead
    Assign completion dates for each task
    Allow enough time for testing

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    UKG Talent Management, Recruiting / Onboarding, & Benefits Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:
    Reviewer Role:  Project Leader

    Consultant Recognized:  Roxanne Wadsworth
    Project(s) in Scope:  Initial deployment (Phase 1),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: 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?
    Submit request ahead of time
    Provide specifications
    Meet to discuss expectations

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    UKG HR Core, Talent Management, Recruiting, Benefits, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Non-Profit
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Kristy Karns Argo
    Project(s) in Scope:  Add-on deployment (Phase 2, and not in the original SOW),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: 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?
    Kristy Karns Argo is an absolute expert with UKG BI reporting. We had a list of payroll and HR reports that we needed and Kristy was able to make our dreams come true and created, tested and delivered these reports to us in a timely manner.

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    UKG HR Core, Recruiting, Benefits, Payroll, & Document Manager Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll,Document Manager
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:
    Reviewer Role:  Project Leader

    Consultant Recognized:  Roxanne Wadsworth
    Project(s) in Scope:  Initial deployment (Phase 1),Training

    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?
    We could not have converted systems and gone to the new UKG Recruiting/Onboarding solution without Wise Consulting, and Roxanne. Roxanne was extremely knowledgeable and even flew to our corporate office to participate in a 2 day training program for the entire HR team.

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    UKG HR Core, Talent Management, Recruiting, Benefits, Payroll, Employee Surveys, & PPS Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll,Employee Surveys / Sentiment,PPS (Post Production Support)
    Company Size:  100k+ Employees  /  Industry:  Biotechnology
    Regions in Scope:  North America,Europe, Middle East & Africa
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Kristy Karns Argo; Charles Keyser
    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:  2x time expected
    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?
    Kristy Karns Argo and Charles Keyser are indispensable!

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    UKG HR Core, Benefits, & Payroll Project

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Pharmaceutical / Chemical
    Regions in Scope:  North America
    Reviewer Role:  Payroll Team Manager

    Consultant Recognized:  Charles Keyser
    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: 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?
    We wouldn’t be able to do what we do without Charles as a support resource. He’s very responsive, works quickly and is very thorough

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    UKG HR Core, Recruiting, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Ryan Gillen
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW)

    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?
    The project experience working with Wise consulting was great. I felt like I was supported and guided through the whole process. I dont think I could have gone Live with implementation without them.

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    UKG HR Core, Recruiting, Benefits, Payroll, & Document Manager Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  UKG (Ultimate Software)
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll,Document Manager
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Becky Logan and Roxanne Wadsworth
    Project(s) in Scope:  Initial deployment (Phase 1)

    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:  1.25x the time we expected
    Cost vs. Expectations: Less than 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?
    We would not be where we are today with UKG implementation without Wise Consulting. We will definitely look to Wise again for our future slated projects. Our Wise consultants were top notch and even travelled to our corporate location to provide a concentrated 2 day UKG training class which was so well received by our entire HR/Payroll team!

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    UKG HR Core, Talent Management, Recruiting, Benefits, & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Judi Francis
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),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?
    We’ve worked with multiple Wise resources and have found them to be extremely helpful in our initial implementation and subsequent updates.

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    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  Recruiting / Onboarding,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Beth Breault and Rebecca Mullikan
    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: 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 well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Wise Consulting has UKG experts and partnering with them is the best way to ensure that your experience using Ultimate Software is streamlined.

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    UKG Recruiting, Benefits & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  Recruiting / Onboarding,Benefits,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Leah Potts
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW)

    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?
    Wise and Leah are easy to work with and will ensure nothing is missed.

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    UKG HR Core, Recruiting, Benefits & Payroll Implementation

    5/ 5

    ERP Area: HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Entertainment / Recreation
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Leah Potts
    Project(s) in Scope:  Initial deployment (Phase 1),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: 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?
    One of the biggest challenges was navigating the roles/relationships between the partner (Wise) and the software vendor (UKG) – we had different leads on the vendor side for integrations, banking etc and sometimes it was difficult to understand everyone’s roles/responsibilities/accountabilities. So just get clarity on that during each meeting.

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    UKG Project

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  Ongoing Support on HCM/HRIS/Payroll
    Company Size:  5 – 10k Employees  /  Industry:  Transportation / Distribution
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Russ Lachow, Sandy Carroll
    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: 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?
    The questions in this review are very project specific, and we have a lot of different projects with Wise Consulting, as we use them for our ongoing HRIS needs. They have been a great partner, always willing to help and provide support on time and on budget. I would strongly recommend them to other companies to invest in a partnership with Wise.

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    Dayforce Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Dayforce
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Hard to choose just one; they were all great.
    Project(s) in Scope:  Initial deployment (Phase 1)

    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 well, but our needs changed during implementation

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Include an outside consultant at the very beginning of an implementation. Have them join implementation meetings with Dayforce (or your whatever vendor/system you’re implementing). Make sure you have dedicated sources for implementing your new system which are separate from dedicated sources to keep your legacy system and processes running during implementation. This may require additional sources secured from your consulting firm. For example, we secured a payroll processor source from our consultant to ensure payroll continued to be processed in legacy system while we were implementing new HCM system.

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    Dayforce Project

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Dayforce
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America,Europe, Middle East & Africa
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Cara Spinks/Sandy Santucci/Janice Burnett/Walter Ross/Ariana Burgess/Ginnette Clark/Steve Zeller
    Project(s) in Scope:  Optimization / Ongoing support services,Initial deployment (Phase 1)

    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

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Very prompt in responding to our requests. Very knowledgeable and pleasant to work with.

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    Dayforce Project

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Dayforce
    Company Size:  1 – 5k Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jennifer Danahy
    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: 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

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    If implementing Dayforce, I highly recommend using a consultant to get a better result and best-practices, as the Ceridian implementation team we had let us with a lot of corrections to be made.

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    Dayforce Project

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Dayforce
    Company Size:  1 – 5k Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services,Training

    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?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    All parties involved should communicate early and often. Everyone should be comfortable holding one another accountable for success.

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    Dayforce Project

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Dayforce
    Products Implemented:Dayforce
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jennifer Danahy & Tim McGowan
    Project(s) in Scope:  Optimization / Ongoing support services

    Systems Expertise  5 out of 5
    Implementation Process  5 out of 5
    Responsiveness  4 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 precisely

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    We should have used Wise Consulting to help us during Dayforce implementation instead of afterwards when we went live. They would have provided best practices, offered their expertise (pros vs. cons) with certain decisions, etc.

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    UKG HR Core, Recruiting / Onboarding, Benefits & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Benefits,Payroll
    Company Size:  100k+ Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Project(s) in Scope:  Initial deployment (Phase 1)

    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:  1.5x the time we expected
    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 well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Our only issue was related to the implementation of the time keeping solution which did not fit out significant work. Wise Consulting helped us work through these issues and supported our initial payrolls with imports from our previous time keeping system.

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    Ultimate Software HR Core, Talent Management, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Carolyn Payerle
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services

    Systems Expertise  5 out of 5
    Implementation Process  4 out of 5
    Responsiveness  5 out of 5
    Quality of Consultants 4 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 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?
    Our project lead, Carolyn P, was patient, kept us on task, and very knowledgeable… She is an expert in her field. We are very thankful she was assigned to us and we already miss our weekly implementation calls with her. I trust her and she gets the job done.

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    Ultimate Software® HR Core, Talent Management & Recruiting Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding
    Company Size:  0 – 1,000 Employees  /  Industry:  Government / Military
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Amanda Wagner, Ines Castellano
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW)

    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?
    Our partners were great. We would not have went live without Wise Consulting. They are truly the bridge and subject matter experts that we needed.

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    Ultimate Software Ultipro Global Platform Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  Ultipro Global Platform
    Company Size:  5 – 10k Employees  /  Industry:  Manufacturing
    Regions in Scope:  Asia Pacific & Japan,Europe, Middle East & Africa,Latin America,North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  CHARLES KEYSER
    Project(s) in Scope:  Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services

    Systems Expertise  5 out of 5
    Implementation Process  4 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:  1.25x the time we expected
    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

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    Ultimate Software HR Core, Talent Management, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Stephen Ryan/Sharon Jinks
    Project(s) in Scope:  Acquisition

    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?
    Wise Consulting was a great addition to our project team. They were a thorough partner to explain what the vendor was recommending. They explained things in better detail so we could make the right decision at the right time!

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    Ultimate Software HR Core & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services

    Systems Expertise  5 out of 5
    Implementation Process  5 out of 5
    Responsiveness  5 out of 5
    Quality of Consultants 4 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 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?
    The overall project experience was very good. The payroll consulting team is great. We exceeded our estimated budget due to more meetings with UP and third parties than we had initially expected during the implementation.

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    Ultimate Software HR Core, Talent Management, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Payroll
    Company Size:  5 – 10k Employees  /  Industry:  Food Service
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services,Training

    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: Less than 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 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?
    Ultipro is more complicated than expected making hiring experience or a partner essential.

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    Ultimate Software HR Core & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Payroll
    Company Size:  5 – 10k Employees  /  Industry:  Manufacturing
    Regions in Scope:  Asia Pacific & Japan,Europe, Middle East & Africa,Latin America,North America,South Asia
    Reviewer Role:  Project Leader

    Consultant Recognized:  Brian Waldrop
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW)

    Systems Expertise  5 out of 5
    Implementation Process  5 out of 5
    Responsiveness  4 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?
    Before the project began, we would have interviewed consulting partners such as Wise. We used internal Ultimate resources and feel that having a team that had more depth of implementations and experiences would have helped us make better decisions, especially as it relates to integrations (specifically GL and iCIMS).

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    Ultimate Software Payroll & Historical Data Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  Payroll,Historical Data
    Company Size:  0 – 1,000 Employees  /  Industry:  Non-Profit
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Kayla Potter
    Project(s) in Scope:  Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services

    Systems Expertise  5 out of 5
    Implementation Process  4 out of 5
    Responsiveness  4 out of 5
    Quality of Consultants 5 out of 5
    Flexibility / Adaptability 4 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?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    It was great to have Wise Consulting understand how our business works before over promising solutions.

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    Ultimate Software Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Becky Logan
    Project(s) in Scope:  Year-end, Payroll Support

    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:  Less than the time we expected!
    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?
    We are fairly new to Ultimate Software and Becky Logan was the key go to person on all our Payroll year-end processing and some HR issues. She is also my back office person as am not able to access back office. Becky stayed up to date with all my tax reconciliations and was very on point with my 2019 tax closing and W2s. I learned everything from her about year-end and what I need to do throughout the year to make this as accurate as possible by closing. She has been a great help at every quarter closing and my company is looking forward to working with her for sometime to come as we get ready to open our Hotel next year.

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    Ultimate Software HR Core, Talent Management, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Non-Profit
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Sandy Carroll
    Project(s) in Scope:  Add-on deployment (Phase 2, and not in the original SOW),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: 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?
    Wise was the exact type of partner we needed to help us through multiple unexpected time-sensitive and challenging projects. Wise stepped in on short notice and helped us through a very difficult time. They had a great ability to understand our unique business set-up and proactively suggest best practices and solutions. I highly recommend Wise for any organization, especially those that are fast paced and looking to innovate and transform from a systems perspective. We are extremely pleased with Wise and also very lucky to have discovered them!

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    Ultimate Software HR Core, Talent Management & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Project(s) in Scope:  Initial deployment (Phase 1),Optimization / Ongoing support services

    Systems Expertise  5 out of 5
    Implementation Process  4 out of 5
    Responsiveness  4 out of 5
    Quality of Consultants 5 out of 5
    Flexibility / Adaptability 5 out of 5

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    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?

    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?
    The Wise Consulting consultants vary in their talents and knowledge, so make sure to reach out to leadership for assistance in specific areas. They are extremely knowledgeable and are great partners that not only do the work, but also teach and provide feedback on best practices.

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    Ultimate Software HR Core, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Nikki Burns
    Project(s) in Scope:  Add-on deployment (Phase 2, and not in the original SOW),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?
    Wish we had used Wise in the first phase of implementation. Our second phase went much smoother using Wise.

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    Ultimate Software HR Core, Talent Management, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Payroll
    Company Size:  0 – 1,000 Employees  /  Industry:  Retail
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Project(s) in Scope:  Initial deployment (Phase 1),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: 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?
    Wise was right on it. They were accessible, friendly and patient but knew when to push to get the tasks needed completed on time

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    Ultimate Software Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  Converting location to Ultimate for payroll
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Charles Keyser
    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: Less than 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?
    Make sure that you always hire an outside consultant when working with Ultimate. Ultimate is not helpful when it comes to making changes.

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    Ultimate Software HR Core, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Nikki Burns
    Project(s) in Scope:  Initial deployment (Phase 1),Optimization / Ongoing support services

    Systems Expertise  4 out of 5
    Implementation Process  4 out of 5
    Responsiveness  5 out of 5
    Quality of Consultants 5 out of 5
    Flexibility / Adaptability 4 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 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?
    Our consultant was very knowledgeable. When we started down a not so good path she would explain why we should consider a different method.

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    Ultimate Software HR Core Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core)
    Company Size:  0 – 1,000 Employees  /  Industry:  Business Services (Hotels, Lodging Places)
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Russ Lachow
    Project(s) in Scope:  Initial deployment (Phase 1)

    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: Less than 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?
    The Wise Consulting team has years of practitioner experience that isn’t found elsewhere in the vendor community. They have taught us how to do things with Ultimate Software that even our UltiPro account reps were not aware of.

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    Ultimate Software HR Core Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core)
    Company Size:  1 – 5k Employees  /  Industry:  Transportation / Distribution
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Judi Francis
    Project(s) in Scope:  Initial deployment (Phase 1)

    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:  1.5x the time we expected
    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 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?
    Our System Consultant on the vendor side was not as thorough as we needed. Wise Consulting knew the right questions to ask and helped us to be successful.

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    Ultimate Software HR Core, Recruiting& Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Payroll
    Company Size:  5 – 10k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Project(s) in Scope:  Optimization / Ongoing support services,Training

    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?
    You cannot go wrong with Wise Consulting! We used them initially to build out our training documentation and materials. They also then came onsite with two individuals to lead a two-day training of our decentralized HR staff. We also used them to train Corporate admins on Cognos report programming and writing – they again had a person come onsite for in-person training! We have also leveraged Wise Consulting twice more to build custom vendor interface files. Very satisfied with Wise!

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    Ultimate Software HR Core, Talent Management, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Manufacturing
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Jody Burton
    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: 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?
    Wise Consulting was well organized, personable, managed the project at the level that we requested, provided more input for portions of the project and less for areas we could manage. Flexibility and partnership are words I would use to define the working relationship.

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    Ultimate Software HR Core, Recruiting & Payroll Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Recruiting / Onboarding,Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Healthcare / Medical
    Regions in Scope:  North America
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Nikki Burns
    Project(s) in Scope:  Initial deployment (Phase 1),Optimization / Ongoing support services

    Systems Expertise  4 out of 5
    Implementation Process  4 out of 5
    Responsiveness  5 out of 5
    Quality of Consultants 5 out of 5
    Flexibility / Adaptability 4 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 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?
    Our consultant was very knowledgeable. When we started down a not so good path she would explain why we should consider a different method.

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    Ultimate Software HR Core, Time & Attendance Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Time & Attendance
    Company Size:  0 – 1,000 Employees  /  Industry:  Legal
    Regions in Scope:  Europe, Middle East & Africa,North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Everyone
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services,Training,globalization

    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:

    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?
    Our UltiPro implementation was over 10 years ago and today. The Wise team continues to be a reliable partner for us!

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    Ultimate Software HR Core, Payroll & UTM Implementation

    5/ 5

    Originating Consulting Firm: Wise Consulting
    ERP Area:
     HR/Human Capital Management
    Software:  Ultimate Software
    Products Implemented:  HCM (HR Core),Payroll,UTM (Time & Attedance)
    Company Size:  1 – 5k Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role:  HRIS leader post implementation

    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: 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?
    We have worked with Wise Consulting for the past 18 years.

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    Ultimate Software HR Core, Talent Management, Recruiting & Payroll Implementation

    4/ 5

    Originating Consulting Firm: Wise Consulting
    Software: 
    Ultimate Software
    Modules Implemented:  HCM (HR Core),Talent Management (Learning, Performance, Succession Planning, Social Collaboration),Recruiting / Onboarding, Payroll
    Company Size:  1 – 5k Employees  /  Industry:  Finance / Banking / Insurance
    Regions in Scope:  North America
    Reviewer Role: Project Leader
    Project(s) in Scope: Phase 1: Initial Implementation / Go-Live,Phase 2: Add-On Project (e.g. new module and/or something not originally in the SOW),Phase 3: Optimization / Ongoing support services

    Did you get the business value that you thought you would achieve from this project?
    Some of our goals were achieved, but not all

    Were there any integrations that were particularly important or problematic? 
    Benefit carrier connects continue to be an issue

    Systems Expertise 4 (out of 5)
    Implementation Process 4 (out of 5)
    Responsiveness 4 (out of 5)
    Quality of Consultants 4 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SPEED & COST
    Speed vs. Expectations: 1.25x the time we expected
    Cost vs. Expectations: 1.5x cost budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?  
    Partner did not identify issues that came up during implementation and we had some change orders

    Was the implementation team who actually performed the work the same team that was proposed? 
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? 
    Focus on developing a solid, unique implementation plan, unique to your environment, prior to signing the initial agreement with the vendor

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    Ultimate Software HR Core Implementation

    3/ 5

    Originating Consulting Firm: Wise Consulting
    Software: 
    Ultimate Software
    Modules Implemented:  HCM (HR Core)
    Company Size:  0 – 1,000 Employees  /  Industry:  Education
    Regions in Scope:  North America
    Reviewer Role: Project Team Member
    Project(s) in Scope: Phase 1: Initial Implementation / Go-Live

    Did you get the business value that you thought you would achieve from this project? Some of our goals were achieved, but not all

    Systems Expertise 3 (out of 5)
    Implementation Process 3 (out of 5)
    Responsiveness 4 (out of 5)
    Quality of Consultants 2 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SPEED & COST
    Speed vs. Expectations: 1.75x the time we expected
    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 did not identify issues that came up during implementation and we had some change orders

    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? 
    it was a very short time frame, so we had to go with a consulting firm. we should have delayed the Go Live and gone with the vendor resources.

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    RSM and Wise Consulting

    The joining of RSM and Wise Consulting brings integrated, holistic workforce and human capital technology solutions to middle market and enterprise customers. Wise Consulting’s long-standing commitment to innovation and customer-centric services for UKG products complement RSM’s workforce advisory capabilities, including the firm’s reputation as a premier provider of assurance, tax, and consulting services. We had the opportunity to gain an insider’s perspective from 4 leaders at RSM.

    Introducing the Experts

    Matt Kenney, Business Applications Leader and Principal at RSM US LLP
    Steve Grem, Managing Director, Workforce Solutions, RSM US LLP (previously CEO of Wise Consulting)
    Marta Williams, Managing Director, UKG Pro, RSM US LLP (previously VP of Client Services, Wise Consulting)
    Marni Rozen, Director, Management Consulting – Human Capital, RSM US LLP

    Together, these experts bring a great deal of knowledge and experience to the table, helping shape the narrative of this exciting collaborative journey between RSM and Wise Consulting. 

    A Vision for Comprehensive Client Solutions

    The joining of RSM and Wise Consulting is a commitment to ensuring their clients not only receive solutions, but also experience sustained support across their business as growth, change and the need for optimization occur.

    RSM’s comprehensive approach gains an extra layer of strength through Wise’s deep expertise in delivering UKG solutions. This powerful blend creates a stronger support system for clients, aligning with RSM’s dedication to being a lifelong partner.

    “Our number one priority is to deliver on the vision that brought us together, which is to provide a more complete solution for our clients. Our focus has always been on the client and we want to solve their problems in as broad a way as possible and bringing the capabilities of Wise into RSM allows us to do that.”  – Matt Kenney, Business Applications Leader and Principal at RSM US LLP

    What This Means for Wise and RSM Clients

    For existing Wise clients, the transition to RSM means continued support from familiar faces, as well as the added benefit of RSM’s extensive resources and expertise – further expanding the level and breadth of support available.

    RSM clients now gain access to enhanced advisory services, complemented by Wise’s technology implementation and optimization expertise, offering a holistic solution to business challenges. This expansion of services not only broadens the scope of offerings available to RSM clients but also provides RSM clients with a more complete suite of solutions, including full back office managed service options.

    RSM & Wise Consulting, a Shared Culture

    Both RSM and Wise Consulting are known for their customer-focused service models.  This core value and shared culture was apparent from early on and forms the foundation for everything from internal hiring to each client interaction.

    RSM’s accolades, including being named in the top 100 Best Workplaces for women by Fortune Media and Great Place to Work, Glassdoor’s Best Places to Work award winner, Fortune Media’s recognition as one of the top 50 best companies to work for, and their inclusion in the top 100 Best Workplaces for millennials, further highlight the company’s commitment to diversity, inclusivity, and providing a positive workplace experience for employees across different demographics.

    These achievements not only reinforce RSM’s standing as a preferred employer but also highlight the significance of their shared cultural values with Wise Consulting in delivering exceptional client service.

    “The first few times we got the teams together everyone really just thrived  and we found so much in common in the way we approach our work and also the way we think about serving our clients.” – Matt Kenney, Business Applications Leader and Principal at RSM US LLP

    A Diverse Product Portfolio

    RSM advisors play a pivotal role in guiding clients through software and workforce transformation processes. Whether clients are seeking human capital management (HCM) or enterprise resource planning (ERP) technology, this guidance extends beyond software selection to implementation, optimizing areas and processes such as accounting, inventory management, supply chain or payroll, integration of systems, and providing post-go-live and ongoing administrative support, ensuring clients harness the full potential of their systems. 

    A key differentiator for RSM is the ability to offer and integrate both HCM and ERP software. RSM has strategic partnerships with industry-leading ERP software providers, including Oracle NetSuite, Microsoft Dynamics, and Sage Intacct. Recognized by Accounting Today as the No. 1 value-added software reseller in the country, these affiliations emphasize RSM’s standing as a trusted advisor and go-to partner in the realm of ERP solutions. 

    Addressing Client Challenges

    Recognizing that human resource (HR) challenges are often intertwined with broader business initiatives, RSM’s experienced, skilled consultants know how to look at problems from a holistic perspective and enable aligned improvements within various parts of the client’s organization. 

    Whether it’s streamlining accounting processes, optimizing procurement strategies, or enhancing HCM, the joint expertise of RSM and Wise Consulting enables them to offer comprehensive solutions that go beyond the traditional boundaries of human resources consulting.

    Maintaining High Customer Satisfaction

    Both RSM and Wise Consulting prioritize understanding and addressing client needs, a shared value crucial for maintaining high levels of customer satisfaction. Both believe that it’s more than just about delivering solutions; it’s about fostering meaningful relationships built on a foundation of mutual understanding and responsiveness. By prioritizing these values, RSM and Wise Consulting not only meet client expectations but exceed them.

    Guided by these shared principles, RSM remains committed to hiring consultants who are not only proficient in the software, but also adept at listening and responding to client needs. Consultants should become more than problem solvers; they should become trusted advisors, attuned to client needs and challenges.

    “As we talk about consultants and bringing them into RSM, we are looking for people with in-depth knowledge of UKG, people that can adapt, and people who can really listen to our client’s needs and solve them.” – Marta Williams, Managing Director, UKG Pro, RSM US LLP

    ▶ RSM’s Service Delivery Metrics

    RSM and Wise Consulting

    Advice for Clients Undertaking HR Transformation

    When asked about advice for clients undertaking HR Transformation, the team highlighted the importance of initiating the transformation journey early and the potential impact on various parts of the organization.

    “Think about what you’re trying to achieve and what you need to do before implementation in order to be successful,” remarked Rozen, emphasizing the proactive stance and skill set required for a successful HR transformation. Williams echoed this sentiment, highlighting the beneficial effects that early planning can have on the software implementation experience and results.

    Stressing the need for realism and reasonableness in the transformation journey, Steve Grem emphasized how the often-overlooked aspect of setting concrete goals, metrics, and objectives is a crucial foundation for any successful transformation.

    Matt Kenney, rounding off the team’s insights, honed in on the pivotal role of choosing the right partner from the beginning. Kenney highlighted the necessity of selecting a collaborator who not only understands the client’s vision but also possesses the capability to provide steady support throughout the entire transformative process, and beyond.

    Looking to the Future

    RSM’s approach, consisting of advising, delivering, and managing/maintaining solutions, is now fortified by Wise’s expertise in delivering UKG solutions that best support each client’s unique needs. This combination ensures enduring support for clients, aligning perfectly with RSM’s commitment to being a lifelong partner.

    About RSM

    RSM is a uniquely differentiated UKG implementation partner offering managed services to support the entire back office: payroll, accounting, finance, IT and HR. Their industry-leading UKG Pro suite certified consultants provide comprehensive implementation, optimization, change management, advisory and technical UKG solutions.

    RSM starts by gaining an objective and fact-based perspective of your business and work to support alignment of your human capital function with your strategic business goals.

    Additional services include enterprise resource planning (ERP) integration and implementation, organizational design, compensation and benefits review, HR transformation and strategy services. RSM is the only UKG implementation partner offering managed services to support the entire back office: payroll, accounting, finance, IT and HR.

    Learn more about RSM Solutions on their Raven profile.

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