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1、Gartner ResearchTool:HR Technology Roadmap ChecklistTool:HR Technology Roadmap ChecklistTool:HR Technology Roadmap ChecklistHR technology leaders can use this checklist to review their HRtechnology roadmap biannually or when a review is triggered.Thechecklist provides a concise and structured approa

2、ch to thenecessary action steps involved in updating HR technologyroadmaps.When to UseIn 2023,96%of HR technology leaders indicate their team has been receiving more requests for HR technology services,and 94%say requests are getting more complex.1 To keep pace with changes in expectations for HR te

3、chnology systems and solutions,over half of HR technology leaders are now attempting to update their HR technology roadmaps at least once a year.Given this shift,HR technology leaders require a consistent approach to measure progress and adjust their roadmap based on organizational needs or to prepa

4、re for external shocks that could impact HR and their business.HR technology leaders can use this tool to establish a structured process to review and update their roadmap.Following the outlined steps in the Tool will help HR technology leaders refresh their roadmap to ensure it is still clearly ali

5、gned to business strategy and position the function for future successes.How toHow to UseThe checklist provides the following structure to prepare,act and outline next steps while reviewing the HR technology roadmap:Reassess business outcomesRefresh needs and gap analysisReview market scan and portf

6、olio assessmentMeasure and replanRESTRICTED DISTRIBUTION 2023 Gartner,Inc.and/or its affiliates.All rights reserved.InstructionsHR technology leaders can use this checklist to ensure execution of all necessary steps in reviewing their HR technology roadmap effectively and contextualizing it for thei

7、r organization.Post review,HR technology leaders can note down summarized next steps to be taken.The tool provides a structure and action steps to review the HR technology roadmap:Note:This tool is meant to provide guidance on your approach to reviewing an HR technology roadmap.Your HR technology st

8、rategy and roadmap can be refreshed either recurringly(annually/biannually/quarterly)or be trigger-based,i.e.,when a major business or technology event happens(e.g.,major business strategy change,M&A,impending end-of-vendor-support for a major technology,etc.).How to Use the ToolPrepareHR Technology

9、 Roadmap ReviewActComponents of the Checklist1.Reassess Business Outcomes(+Illustrative example)2.Refresh Needs and Gap Analysis3.Review Market Scan and Portfolio Assessment4.Measure and ReplanNext StepsNext Steps:Action ItemsRESTRICTED DISTRIBUTION3 2023 Gartner,Inc.and/or its affiliates.All rights

10、 reserved.Measure and ReplanReassess Business OutcomesRefresh Needs and Gap Analysis Identify any newstakeholders andbusiness outcomes Update timelines andguiding principles Engage and get buy-infrom any newstakeholdersReview Market Scan and Portfolio AssessmentHR Technology Roadmap Review Assess cu

11、rrent stateand capture emergingrequirements Identify new personasor journeys added andupdates to existingones Conduct gap analysisand reprioritize HRbusiness capabilitiesNote:This is an illustrative order.Your review and timelines can and should be customized to meet requirements and operations of y

12、our organization on a local and global level.Distinctive Gaps and Needs Identified Clarity on DestinationSteps and Outcomes of the Technology Roadmap Review Measure value of theroadmap initiatives List down new quickwins and high valueinitiatives Conduct governancemeeting withstakeholders to assessp

13、rogress Scan market landscape Understand newvendors and specificvendor capabilities Reassess HRtechnology portfoliooptionsBest-Fit Technology PortfolioPath for TransformationRESTRICTED DISTRIBUTION 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Key Activities:List of activities for check

14、ing and ensuring successful execution of each of the five steps in the reviewing processof the HR technology roadmap.Status Legends:Green reflects activity completion;Yellow reflects progress made but not fully completed;Red reflects no progress made.Barriers to Completion:Description of any roadblo

15、cks/challenges/limitations in place that is hindering completion of the activity.This needs to be filled only in case of status being yellow or red.Action Steps:For activity completion,a list of planned activities or interventions that need to take place and their respectivetimelines.Components of t

16、he ChecklistRESTRICTED DISTRIBUTION5 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Reassess Business OutcomesKey ActivitiesStatusBarriers to CompletionAction StepsIdentify new stakeholders that are now significant to the roadmap implementation.*CompleteNANAIdentify new business outcomes

17、 that are now critical to achieve for the HR technology vision through strategic interviews with stakeholders.*CompleteNANAUpdate vision,timelines and guiding principles based on stakeholder consultations.*CompleteNANAEngage new stakeholders identified to communicate expectations and gain buy-in for

18、 the roadmap.In ProgressConflict in updating the budget of HR technology based on new outcomes,with the new finance leader.Set up time for discussion with the finance leader and share updates/new developments with them by X date.Create a template that can be used in every review to maintain consiste

19、ncy in communicating changes to stakeholders.In ProgressSchedule open hours for stakeholders to share evolving questions and concerns and get clarity on the updated plan.Inactive*Activities marked with an asterisk should be considered essential.Instruction:Refer below for an illustrative example of

20、how to ensure the vision is still aligned with your current roadmap and plan.RESTRICTED DISTRIBUTION6 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Refresh Needs and Gap AnalysisKey ActivitiesStatusBarriers to CompletionAction StepsAssess the current state and capture emerging requireme

21、nts.-For support,use the tool below to support the process ofgathering business and user requirements,conducting vendorreviews and formulating proposal requests.*Tool:RFI for HCM Technology Functional RequirementsIn ProgressCurrent lack of prioritization from X business units.Create a prioritized li

22、st of distinctive requirements to understand whats unique and/or critical versus nice-to-have by X date.Identify new personas and journeys as well as updates to existing ones by regularly listening to employees,managers,and other personas(e.g.,through interviews,focus groups,and surveys).*Conduct a

23、gap analysis to determine which of the prioritized HR business capability still has gaps in achieving the HR and talent imperatives.*Based on the analysis,reprioritize HR business capabilities(if required)for transformation.Develop a strategic plan to communicate the new priorities and changes to re

24、levant stakeholders and get their buy-in.Instruction:Refer below for a checklist to identify any gaps or business requirements that have emerged or changed.*Activities marked with an asterisk should be considered essential.RESTRICTED DISTRIBUTION7 2023 Gartner,Inc.and/or its affiliates.All rights re

25、served.Review Market Scan and Portfolio AssessmentKey ActivitiesStatusBarriers to CompletionAction StepsScan the market to understand the vendor landscape,specific vendor capabilities and check if there are any new vendors that should be considered.*In ProgressWe are currently considering too many t

26、echnology vendors in the market for our short-list.Make a list of relevant vendors,determine their strengths and weaknesses by X date.Reaffirm vendors under consideration and shortlist based on viability,maturity,relevance and roadmap fit.*Reassess the HR technology portfolio options to ensure fit w

27、ith new strategic,functional,and technical needs.*Monitor the HR technology landscape continuously to keep abreast of new technology launches and peer reviews.Instruction:Refer below for a checklist to examine the internal and external state and the technology portfolio.*Activities marked with an as

28、terisk should be considered essential.RESTRICTED DISTRIBUTION8 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Measure and ReplanKey ActivitiesStatusBarriers to CompletionAction StepsMeasure value of the roadmap initiatives based on:ability to achieve the visionalignment with the strategi

29、c guiding principlesimpact on prioritized business outcomesfeedback from stakeholderscontribution towards meeting the distinctive requirements withinhigh-priority HR business capabilitiesCompare these initiatives value with what was estimated previously to understand extent of achievement.*In Progre

30、ssTime constraints to complete this step before the upcoming stakeholder governance meeting.Identify root cause of expected outcomes deviations for critical roadmap initiatives by X date.List down new quick wins as well as long term initiatives that will produce high value with relatively low comple

31、xity and time.*Conduct a governance meeting with stakeholders to assess progress against the roadmap and the shifts made.These governance/steering committee meetings have a recommended cadence of quarterly,(or at least bi-annually),to get stakeholder feedback and identify triggers to refresh the roa

32、dmap.*Create a simple and easy-to-understand template to communicate roadmaps progress to business leaders.Discuss the progress with business leaders and get their inputs for agreement and further plan of action.Instruction:Refer below for a checklist to measure the progress of the targeted plan.*Ac

33、tivities marked with an asterisk should be considered essential.RESTRICTED DISTRIBUTION 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Next Steps:Action ItemsInstruction:Refer below for a list of summarized action steps surfaced from the checklist.Action ItemsTimeline(Example)Refresh Nee

34、ds and Gap AnalysisAssess the current state and capture emerging requirements:Create a prioritized list of distinctive requirements to understand whats unique and/orcritical versus nice-to-have.X Date(Example)Examine Best-Fit Future StateScan the market to understand the vendor landscape,specific ve

35、ndor capabilities and potential future-state technology portfolio options that can be considered:Monitor the HR technology landscape to keep abreast of new technology launches,vendors and peer reviews.Use outside-in perspectives such as insights from vendor briefings and demos,andconferences and tra

36、deshows to understand the vendor landscape and specific vendorcapabilities,new relevant vendors,compare their strengths and weaknesses.X DateGartner,Inc.|G00800138 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of?Gartner,Inc.and its affiliates.This publ

37、ication may not be reproduced or distributed in any form?without Gartners prior written permission.It consists of the opinions of Gartners research?organization,which should not be construed as statements of fact.While the information contained in?this publication has been obtained from sources beli

38、eved to be reliable,Gartner disclaims all warranties?as to the accuracy,completeness or adequacy of such information.Although Gartner research may?address legal and financial issues,Gartner does not provide legal or investment advice and its research?should not be construed or used as such.Your acce

39、ss and use of this publication are governed by?Gartners Usage Policy.Gartner prides itself on its reputation for independence and objectivity.Its?research is produced independently by its research organization without input or influence from any?third party.For further information,see Guiding Princi

40、ples on Independence and Objectivity.Gartner?research may not be used as input into or for the training or development of generative artificial?intelligence,machine learning,algorithms,software,or related technologies.EvidenceEvidence1 The 2023 Gartner HR Technology Survey was conducted to understan

41、d various aspects of the state of the HR technology function.The survey asked about things like budget,team structure and program implementation.Recommended Next StepRecommended Next Step Resources for ClientsResources for ClientsHow to Create an HR Technology Strategy and RoadmapIgnition Guide to B

42、uilding an HR Technology RoadmapHR Technology Planning Imperatives for 2023 and BeyondTool:HR Technology Strategy on a Page Template2023 State of the HR Technology FunctionPosition your organization for success.Explore these additional complimentary resources and tools for HR leaders:Actionable,obje

43、ctive insightAlready a client?Get access to even more resources in your client portal.Log InWebinarMake HR Tech Work:Deliver a Peak Digital Employee ExperienceLearn how to engage stakeholders to make their HR technology vision a reality.Watch NowArticleAdopt a Business-Enabling Mindset for Better Di

44、gital HR OutcomesLearn how to reorient your HR tech strategy to focus on digital business outcomes.Read NowGuide2024 HR Technology ImperativesDiscover the top HR tech priorities for organizations in 2024 and beyond.Download NowConnect With UsGet actionable,objective insight that drives smarter decis

45、ions and stronger performance on your mission-critical priorities.Contact us to become a client:U.S.:855 811 7593International:44(0)3330 607 044Become a ClientLearn more about Gartner for HR Leaders connected to the latest insightsAttend a Gartner conference View Conference 2023 Gartner,Inc.and/or its affiliates.All rights reserved.CM_GBS_2563871