THE CHALLENGE

Differentiating a high-touch PEO with data

Providing full-service HR is Insperity's bread and butter — from benefits and payroll to compliance and talent management — with a niche supporting organizations of 5 to 5,000 employees. Those clients tend to be entrepreneurial, fast-growing SMBs with rapidly evolving HR needs. “The war for talent is relentless,” said Insperity's Director of Analytics and Information Strategy, Dave Wallis, and clients demand the leading edge of recruiting, retention, employee experience, and human-capital investment strategies.

“Insperity is continually seeking out innovative ways to deepen the level of service and business impact we provide our clients,” said Dave. To differentiate from other PEOs and underline its high-touch service, Insperity needed data-driven insight that could meet clients “where they are” across the vast array of human capital challenges they face.

THE SOLUTION

Embedding Visier in the Insperity Premier HCM platform

Insperity isn't new to analytics — it built its own solution in 2016, and those lessons shaped its decision to partner with Visier. Among its goals were a positive impact on client retention and a powerful new component for its business-development process.

We ultimately felt that Visier provided the best alignment with our strategic objectives for HCM Analytics, our service model, data architecture, and the ability to seamlessly embed the offering within our Insperity Premier HCM platform.

— Dave Wallis, Director of Analytics and Information Strategy, Insperity

And most importantly, Insperity found a strong cultural fit. Data security was top of mind as the partnership began: Insperity spent significant time verifying Visier's load process and architecture and addressing privacy concerns, with guidance from service, technology, legal, and privacy/compliance leaders. Visier's implementation support, Dave said, was key: “They are very responsive and provide great guidance in how to solve specific analytical and business problems.”

To build internal enthusiasm, Insperity previewed the product across a broad spectrum of its service organization — and gave leadership a Visier environment based on Insperity's own organizational data, so they could envision the client experience. Partnering with Visier rather than continuing to build in-house delivered better “time to client value.”

THE OUTCOME

Fortune 100-level insights for the SMB market

Insperity rolled out People Analytics (powered by Visier) as an included feature — not a direct monetization play, but part of its holistic technology and service offering, primarily for mid-market and emerging-growth clients. Clients get powerful analytics across core HR functions like retention, cost, DE&I, and organization structure, and some use benchmarks to see how they compare on metrics like turnover and minority ratio. To ensure a smooth rollout, Insperity positioned Visier as a tool its service teams use to lead client conversations, backed by significant training and enablement.

The successful rollout of this value-added offering is a game-changer for our mid-market and emerging growth clients. Through People Analytics, our HR professionals have greater insights and are better informed to assist clients with making timely, data-driven decisions based on workforce metrics to help build an effective people strategy.

— Paul Sarvadi, Chairman and CEO, Insperity

Clients are using the analytics to tackle turnover, address diversity, and meet goals — with turnover and cost management the most popular topics, followed by DE&I. Thompson Child & Family Focus, an Insperity client since 2019, is attracting and retaining staff, developing leaders, and prioritizing DE&I. “Central to these client successes is the use of People Analytics by our service teams partnering with the clients they support,” Dave said.

Insperity People Analytics (powered by Visier) opens impactful dialogue in the sales process and helps our Business Performance Advisors and Consultants illustrate the depth of Insperity's technology ecosystem, and how our people-centric service offering differentiates Insperity from other PEOs.

— Dave Wallis, Director of Analytics and Information Strategy, Insperity

Insperity is continuing to deepen the offering and grow adoption, with plans to expand benchmarks, incorporate new sources of employee information, and roll out Visier for greater internal use. HCM analytics may be table stakes in the PEO space, Dave said, but the Visier partnership lets Insperity bring “Fortune 100-level insights” to the SMB market. “Insperity embarks on strategic partnerships of this nature with great care. The result was well worth the effort.”

Ready to bring enterprise-grade insight to every client? See how Visier embeds people analytics into the service you already deliver. See what Visier can do for you.