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11 STEPS YOU MUST TAKE
Before Purchasing
Talent Acquisition Technology
HOUSEKEEPING
You are in Listen-Only Mode.
You can hear us, but we can’t
hear you.
ASK QUESTIONS
Don’t be shy!
Use the Questions Panel in
your side bar to talk to Martin.
The Plan
SHARE
We’re LIVE.
Use the #rdaily hashtag to share
on social media.
WE’RE RECORDING
You will receive a copy of this
slide deck & recording after the
webinar.
Keep an eye on your inbox.
Martin Burns
VP - Strategic Consulting
HireClix
Martin Burns combines significant expertise in strategy,
technology, and marketing.
His career has included leading, as well as consulting
with, talent acquisition organizations for some of the
world's most significant brands.
11 Steps You Should Take Before Panicing Over - err,
"Purchasing" Talent Acquisition Technology
Presented by:
Martin Burns
VP - Strategic Services | HireClix
martin.burns@hireclix.com
617-851-7277
About Moi
Currently head up the TA tech advisory practice at
HireClix, and run Talent Product Plays
Previously, led TA tech at PwC, ran recruitment for
multiple tech organizations, worked agency and corporate
over my career
Outside of geeking out on TA tech? Dad, traveler,
volunteer, hack chef, decent poet. Terrible skier.
Happy to connect on the socials: @recruitermoe;
facebook - martin.burns1; linkedin - martinburns
A Beginning is a Very Delicate Time
-F. Herbert
1. Ask yourself:
“Self, why the hell are we doing this?
This is both hard and risky.”
Take a knee if your answer is something along
the lines of:
○ “One of the Senior Partners heard that we
should have AI, so we need to buy some.”
○ “I met someone at a conference and they
told me I had to use this.”
○ “I just got here, but this ATS is terrible, so
we’re going to RFP”
Adopting new technology
without a firm reasoning &
plan, is the equivalent of
building an ark because it’s a
little cloudy out.
You need to do your
forecasting first.
2
Get Yourself a Map - Nail Those Proceses
● Start by examining your
organization’s internal
processes - anything that
touches TA should be looked at
● Work out which process must/
can be changed vs where tech
needs to be changed
● THEN you’re ready to look for
technology that can be
compatible to the new
processes already in place
3. Define Your
Objective(s)...
...Define Your
Success
6. Count De Monet: Who’s paying for all of
this?
1. Are you replacing a current vendor, or vendors?
a. If so, what’s the rough amount you’re spending?
b. Check your contracts - do you have any
deadlines?
2. What sort of value is this adding to the
organization?
a. Think metrics
b. Not ‘feel facts’
c. This is where your objectives, and success
measures, come into play
3. If this is a fixed capital expense, will IT be funding?
Money, money,
money...
5. Define the Solution: What Do You
Actually Need?
19
Where Do You Live?
617.299.8899 info@hireclix.com
Recruitment Marketing/ EB (CRM/
RMP/ Events/ Programmatic Ads/
Campaign Management/ Referrals/
Chatbots/ SEO/ Enhanced Career Site
& Job Descriptions/ Metrics/
Sourcing/ Content Tools/ Social
Tools)
Selection
(ATS/ Assessments/ Background Checks/ Scheduling/
Video Interviewing/ Candidate Surveys)
Onboarding
Awareness
(Brand/marketing)
Consideration
(RMP/ CRM)
(Re)Engagement
(CRM)
Hired
(Move to
Onboarding)
Rejected
(Return tocCRM with
notes)
7 Be User Centric
Yeah: Them - People
● Your users (and that may include you) make-or-break success
● -Over 50% of enterprise CRM adoptions fail annually due to lack of
adoption
● Alligators can sink your boat. So can hippos. And rocks. Also icebergs
● You’re going to need a strong team
Who’s That? People??
● Develop your RACI charts early
○ Responsible (you, Procurement, etc)
○ Accountable (IT, etc)
○ Consulted (E&C & attorneys, anyone?)
○ Informed (you need them to not object)
● Communicate this early, and often
● Keep them close
● Who are your “alligators”?
○ What’s your plan there?
○ Maybe they should be Informed?
Make a Plan...
8. What Do You Need? Requirements
Kind of a big deal
That process map + that great new team = a plan
Divide and conquer - define your SMEs
Force rank, and prepare for battle
9. Who Do You Know?
Navigating the Ecosystem...
Make Your List
Key questions:
1. Do we know anyone using them now?
2. Do they work with any of our competitors?
3. How are they going to touch our system -
have we heard about them doing this?
4. Get pricing - just estimates
5. Do you have bandwidth to cut through the
noise, or should you bring in a consultant?
10. RFP Time:
Fortune Favors the
Organized
● Any RFP should be just enough
○ Neither too long, nor too short
● How?
○ Start with the end in mind
○ Leverage your SMEs
○ Know when to push back on alligators
○ Get technical - know what’s possible
● Plan for roadmines - be paranoid
● Set expectations
● Send, and get ready to rumble...
Instructions for
Dancing
Rule
Eleven:
Thanks! Now, Time for some Q&A...

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11 steps you must take before purchasing talent acquisition technology

  • 1. 11 STEPS YOU MUST TAKE Before Purchasing Talent Acquisition Technology
  • 2. HOUSEKEEPING You are in Listen-Only Mode. You can hear us, but we can’t hear you. ASK QUESTIONS Don’t be shy! Use the Questions Panel in your side bar to talk to Martin. The Plan SHARE We’re LIVE. Use the #rdaily hashtag to share on social media. WE’RE RECORDING You will receive a copy of this slide deck & recording after the webinar. Keep an eye on your inbox.
  • 3.
  • 4.
  • 5. Martin Burns VP - Strategic Consulting HireClix Martin Burns combines significant expertise in strategy, technology, and marketing. His career has included leading, as well as consulting with, talent acquisition organizations for some of the world's most significant brands.
  • 6. 11 Steps You Should Take Before Panicing Over - err, "Purchasing" Talent Acquisition Technology Presented by: Martin Burns VP - Strategic Services | HireClix martin.burns@hireclix.com 617-851-7277
  • 7. About Moi Currently head up the TA tech advisory practice at HireClix, and run Talent Product Plays Previously, led TA tech at PwC, ran recruitment for multiple tech organizations, worked agency and corporate over my career Outside of geeking out on TA tech? Dad, traveler, volunteer, hack chef, decent poet. Terrible skier. Happy to connect on the socials: @recruitermoe; facebook - martin.burns1; linkedin - martinburns
  • 8. A Beginning is a Very Delicate Time -F. Herbert
  • 9. 1. Ask yourself: “Self, why the hell are we doing this? This is both hard and risky.”
  • 10. Take a knee if your answer is something along the lines of: ○ “One of the Senior Partners heard that we should have AI, so we need to buy some.” ○ “I met someone at a conference and they told me I had to use this.” ○ “I just got here, but this ATS is terrible, so we’re going to RFP”
  • 11. Adopting new technology without a firm reasoning & plan, is the equivalent of building an ark because it’s a little cloudy out. You need to do your forecasting first. 2
  • 12. Get Yourself a Map - Nail Those Proceses ● Start by examining your organization’s internal processes - anything that touches TA should be looked at ● Work out which process must/ can be changed vs where tech needs to be changed ● THEN you’re ready to look for technology that can be compatible to the new processes already in place
  • 13.
  • 16. 6. Count De Monet: Who’s paying for all of this?
  • 17. 1. Are you replacing a current vendor, or vendors? a. If so, what’s the rough amount you’re spending? b. Check your contracts - do you have any deadlines? 2. What sort of value is this adding to the organization? a. Think metrics b. Not ‘feel facts’ c. This is where your objectives, and success measures, come into play 3. If this is a fixed capital expense, will IT be funding? Money, money, money...
  • 18. 5. Define the Solution: What Do You Actually Need?
  • 19. 19 Where Do You Live? 617.299.8899 info@hireclix.com Recruitment Marketing/ EB (CRM/ RMP/ Events/ Programmatic Ads/ Campaign Management/ Referrals/ Chatbots/ SEO/ Enhanced Career Site & Job Descriptions/ Metrics/ Sourcing/ Content Tools/ Social Tools) Selection (ATS/ Assessments/ Background Checks/ Scheduling/ Video Interviewing/ Candidate Surveys) Onboarding Awareness (Brand/marketing) Consideration (RMP/ CRM) (Re)Engagement (CRM) Hired (Move to Onboarding) Rejected (Return tocCRM with notes)
  • 20. 7 Be User Centric
  • 21. Yeah: Them - People ● Your users (and that may include you) make-or-break success ● -Over 50% of enterprise CRM adoptions fail annually due to lack of adoption ● Alligators can sink your boat. So can hippos. And rocks. Also icebergs ● You’re going to need a strong team Who’s That? People??
  • 22. ● Develop your RACI charts early ○ Responsible (you, Procurement, etc) ○ Accountable (IT, etc) ○ Consulted (E&C & attorneys, anyone?) ○ Informed (you need them to not object) ● Communicate this early, and often ● Keep them close ● Who are your “alligators”? ○ What’s your plan there? ○ Maybe they should be Informed? Make a Plan...
  • 23. 8. What Do You Need? Requirements Kind of a big deal That process map + that great new team = a plan Divide and conquer - define your SMEs Force rank, and prepare for battle
  • 24. 9. Who Do You Know? Navigating the Ecosystem...
  • 25. Make Your List Key questions: 1. Do we know anyone using them now? 2. Do they work with any of our competitors? 3. How are they going to touch our system - have we heard about them doing this? 4. Get pricing - just estimates 5. Do you have bandwidth to cut through the noise, or should you bring in a consultant?
  • 26. 10. RFP Time: Fortune Favors the Organized
  • 27. ● Any RFP should be just enough ○ Neither too long, nor too short ● How? ○ Start with the end in mind ○ Leverage your SMEs ○ Know when to push back on alligators ○ Get technical - know what’s possible ● Plan for roadmines - be paranoid ● Set expectations ● Send, and get ready to rumble... Instructions for Dancing
  • 29. Thanks! Now, Time for some Q&A...