Explore the Platform

Secrets to a Successful Benefits Technology Implementation

Implementing a new benefits technology platform can make OE a breeze … but tackling that project with a time-strapped team and open enrollment right around the corner can seem impossible. What does the timeline look like? How will we train everyone? Can we really take a project like this on with OE preparations starting to ramp up?

We realize you might be asking yourself some of the same questions, so we asked 2 customers who recently implemented their PlanSource platforms right before OE to share their experience, tips and lessons-learned with you.

Watch our on demand webinar to hear firsthand from City of Kalamazoo and Clearway Energy – each in different industries and with different needs – as they share what their experience was like from implementation to go-live.

What you will learn:

How HR teams tackled the implementation process and the challenges they faced

What the OE experience looks like immediately following the platform go-live

Which reporting features made OE a breeze (and still get used daily!)

How to save 4+ weeks’ worth of HR admin work during OE

Speakers

Kaylie Zhang

Benefits Analyst, Clearway Energy
Shelley Dusek
Human Resources/Labor Relations Director, City of Kalamazoo
Nancy Sansom
Chief Commercial Officer, PlanSource
Nancy Sansom is the Chief Commercial Officer for PlanSource. In this role, she leads marketing, go-to-market strategy and partner development. She has nearly 20 years of experience running successful product and marketing organizations in the HR and benefits technology space, and she also has direct experience managing HR and employee experience.
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