Benefits Automation: Maximizing Value for the Plan Sponsor. Presented for Paylocity November 3, 2017
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1 Benefits Automation: Maximizing Value for the Plan Sponsor Presented for Paylocity November 3,
2 Guest Speaker Don Garlitz Senior Vice President Strategic Partnerships bswift 2
3 State-of-the-art technology. Real-time updates Rule-based engine Menu-driven format Highly configurable Software as a service Single-unified platform 3 4 system enhancements per year 3
4 Outline for Today Briefing: 2017 bswift Employer Digital Benefits Study Results 2017 Forrester TEI Study Components of the Forrester ROI Calculator Tool Glimpse of the Paylocity solution Source: The Total Economic Impact(tm) Of The bswift Benefits Administration Platform, July 2017, a commissioned study conducted by Forrester Consulting on behalf of bswift. 4
5 bswift Employer Digital Benefits Study Study conducted in March 2017 by SourceMedia/Employee Benefit News Methodology: online survey of 308 employee benefit professionals from organizations with at least 50 employees 5
6 bswift Employer Digital Benefit Study SourceMedia/Employee Benefit News, March 2017 n=308 6
7 bswift Employer Digital Benefit Study SourceMedia/Employee Benefit News, March 2017 n=306 7
8 bswift Employer Digital Benefit Study SourceMedia/Employee Benefit News, March 2017 n=301 8
9 bswift Employer Digital Benefit Study SourceMedia/Employee Benefit News, March
10 The Total Economic Impact TM of The bswift Benefits Administration Platform A commissioned study conducted by Forrester Consulting on behalf of bswift, July 2017 Interviews or surveys of 34 existing bswift clients Modeled on 300-employee organization 10
11 Return on Investment, Net Present Value, Payback The Total Economic Impact TM Of The bswift Benefits Administration Platform, July 2017, a commissioned study conducted by Forrester Consulting on behalf of bswift 11
12 Components of the ROI Calculator Tool 12
13 Benefit #1 Cost Savings from Overpayment of Premiums Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 13
14 Benefit #2 Productivity Improvement from Benefits Automation Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 14
15 Benefit #3 Labor Cost Savings: Improved Open Enrollment Process Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 15
16 Benefit #4 Premium Reduction for HDHP with Savings Option Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 16
17 Costs #1 Benefit Administration Platform Services Fee Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 17
18 Costs #2 Internal Labor for Setup and Launch Employer organization resources engaged in the initial setup of bswift Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 18
19 Costs #3 Initial Setup Fee The amount charged by bswift or partner to cover professional services rendered during the initial implementation period Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 19
20 Costs #4 Internal Labor for Ongoing System Support Labor for maintaining the bswift system throughout the year Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 20
21 Results page Results on one screen The tables and charts illustrate the financial benefit of the bswift. Click DOWNLOAD DELIVERABLES to receive a formatted PowerPoint deck of these results, suitable for customer presentation. Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 21
22 Download Deliverable Get a an 11-page report in Powerpoint Source: The Total Economic Impact Of The bswift Benefits Administration Platform, July Forrester Research, Inc. Reproduction Prohibited 22
23 How to Get Your Copy Forrester TEI Study See bswift.com, Industry Insights Coming Soon! Custom ROI reports through Paylocity 23
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29 Question & Answer 29
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