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 launched 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 launch.

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 launch

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

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


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.
You Might Also Like
How to Empower Your Employees to Make Smart Decisions During OE

How to Empower Your Employees to Make Smart Decisions During OE

As open enrollment approaches, empower your employees to make smarter benefits decisions. Learn how you can leverage advances in AI and machine learning technology to create a personalized benefits shopping experience for employees so they can feel confident in their coverage.

Wednesday, July 14 | 1 p.m. ET/10 a.m. PT

Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
Benefits Technology Partners | The Source: Scott Millson
Benefits Technology Partners | The Source: Scott Millson
OE Communications Timeline Cheat Sheet
OE Communications Timeline Cheat Sheet
Customizable OE Poster Templates
Customizable OE Poster Templates
Latest News
PlanSource Summer Product Release

PlanSource Summer Product Release