Top Global Surgical & Vision Care Organization
Aurochs Incentive Solution Suite Deployed for US & Canada
Situation
- Multi-country roll-out (US & Canada) of sales compensation management solution for leading surgical & vision care company
- Over 100 complex plans across 2 business units deployed on single standardized platform
- Significant challenges with existing solutions:
- Manual interventions due to inability to handle plan complexities
- Manual data collection and transformations
- Time-consuming change management and manual calculations
- Delays in plan rollouts and ad-hoc changes affecting payroll schedule and business alignment
- Organization sought automation of sales incentives calculation for US and Canada, reducing team effort
- Desired partner attributes:
- Agility & responsiveness
- Multi-country coverage
- Data pull from internal sources
- Flexibility for complex plan types and performance measures
- End-to-end serviced solutions
- Primary objectives:
- Faster system rollout with plan changes
- Standardized platform for US and Canadian regions
- Automated data ingestion and transformation
- Support for variety of plan types and complex logic
- Access to relevant functionality based on evolving business needs
- Reflects dynamics within sales plans and country dynamics
- Integrated platform with backup support
- High levels of automation and repeatability
- Serviced solutions for business goal changes
Approach
- Aurochs team conducted comprehensive demo for key business stakeholders
- Demonstrated design philosophy and out-of-the-box plan configuration capabilities
- Followed by quick proof of concept for roles in both US business units
- Identified quality issues with existing calculations during comparison
- Client gained confidence in system capabilities and signed contract
- Methodical approach taken post-signing to roll out systems for individual countries and business units
- Developed detailed understanding of existing data sources with key client stakeholders
- Partner organization helped develop comprehensive data lake as source system for incentive calculations
- Deployed all 4 North American business units on single unified instance
Incentive Platforms Rollout
- Data from various sources collected via scheduled SFTP pull
- Data sanitized and ingested automatically using proprietary Data Manager
- Aurochs Incentive Manager configured for complex calculations (e.g., overachievement, qualifiers, multipliers)
- Eligibility manager configured for scenarios like new hire status, transfers, leaves
- Data sanctity maintained for previous payout periods while calculating current period
- Easy-to-use interfaces set up to manage change parameters during operations
- Plan change and financial impact modeling available using historical data
- Field incentive performance scorecards and detailed Admin calculation reports designed and deployed using Aurochs Field Reporting Manager
Governance Structure
- Configured platforms and ran 2 cycles in parallel with existing systems for completeness and high-output quality
- Onsite team from professional services partner deployed to work closely with key client stakeholders and track implementation progress
- Scheduled periodic steering committee meetings to assess project direction and progress
- Designed comprehensive dashboard to track implementation progress, discuss risks, and requested changes
- Management framework designed in consultation with client to track monthly operations and SLAs
- Operations resources from professional services partner team adhered to predefined calendar for timely delivery of reports every month