有关智能自动化将如何改变人力资源功能的见解Insights On How Intelligent Automation Will Change The HR Function文/ Darren Burton
文章导读：
麦肯锡全球研究所(McKinsey Global Institute)最近的一项研究发现，60%的职业至少有30%的构成工作可以实现自动化，而全球3%至14%的劳动力将需要转换职业类别。
智能自动化将以各种方式直接影响人力资源——从它在组织中需要扮演的角色，提供的服务，到与人力资源相关的工作实际完成的方式。
影响：
更深入地研究如何使员工的表现最佳化。
自动化可以消除重复性的任务，解放员工工作日的部分工作。这引发了一系列潜在的问题:
员工应该如何利用剩余的时间?
组织如何向员工提供处理不同任务所需的技能?
员工的表现是否应该有不同的评价?
当基础任务现在由智能系统处理时，员工如何“学习基础知识”?
根据IA技能计划未来。
搞清楚开发、培训和维护智能自动化系统所需的技能，然后借用这些技能的最佳方式，在市场上做出区别。智能自动化技术还将有助于建立一种价值主张，能够吸引合适的人才，以满足公司当前和未来的需求。
让领导做好管理转型的准备。
领导除了平衡市场和短期预期的交付，他们还需要为个人和职业转型的团队成员提供指导。设定现实的期望，让人们参与变革过程，帮助个人适应数字化和人力劳动的世界。
英语原文：
As a business executive and HR leader, it’s hard to keep track of all the predictions associated with the future of intelligent automation. For example, a recent study by the McKinsey Global Institute identified that 60 percent of occupations have at least 30 percent of constituent work activities that could be automated, and that three to fourteen percent of the global workforce will need to switch occupational categories. These studies make a series of assumptions regarding the types of jobs that will be automated, the pace at which automation will occur, and the various governmental policies that will help or hinder the adoption of these types of technologies.
In today’s market, intelligent automation skills are at a premium.ISTOCK
Regardless of exact magnitude of the change, it’s pretty clear that intelligent automation is going to directly impact HR in a variety of ways—from the role it needs to play within an organization, to the services it needs to provide, to the way HR-related work actually gets accomplished. Within KPMG, as we continue to work with clients in this space and look to transform our own internal HR capability, it is safe to say that HR will play a central role in helping the organization do a few key things:
Dig deeper into how to best enable employee performance.
As much of our early experience has demonstrated, automation can eliminate repetitive tasks and potentially free up a portion of a worker’s overall day. This, of course, raises a whole range of potential questions: What should employees do with the remainder of their time? How do we provide them with the skills needed to handle different tasks? Should their performance be assessed differently? How do they “learn the basics” when basic-level tasks are now handled by an intelligent system? These are precisely the types of questions that the HR professional of the future must be able to help business leaders answer so that they can design jobs and shift roles to make the most of employees’ skills and capabilities.
Plan for a future dependent on IA skills.
In today’s market, intelligent automation skills are at a premium. As one New York Times article joked, “Salaries are spiraling so fast that some joke the tech industry needs a National Football League-style salary cap on A.I. specialists.” Figuring out the skills that are needed to develop, train, and maintain intelligent automation systems and then determining the best way to either build, buy, or borrow those skills can make the difference between spending too much or too little in this marketplace. It will also help in building a value proposition that can attract the right talent to meet a company’s current and future needs.
Prepare leaders to manage the transformation.
The opportunities offered by intelligent automation are equaled by the potential magnitude of change executives will face as they come to terms with significant shifts in their industries and business models. In addition to balancing marketplace shifts with delivery on short-term expectations, they will need to provide guidance to team members who may be going through their own personal and professional transformations. The need to set realistic expectations, involve people in the change process, and help individuals adjust to a world of digital and human labor will test the capabilities of even seasoned change leaders.
Interested in learning more about people challenges associated with intelligent automation? KPMG partners Mark Spears, Robert Bolton, and David Brown have authored two important perspectives, “Rise of the Humans” and “Rise of the Humans 2,” that provide useful insights into the topic.
如何为人力分析专业人士创造职业道路-How to create career paths for people analytics professionals文/David Green
文章导读
根据德勤于2017年11月发布的“高影响力人力分析研究”(High-Impact People Analytics study), 69%的大型机构(10,000多名员工)现在拥有一个“人力分析团队”。
Geetanjali Gamel在旧金山举行的“人民分析与未来工作会议”(People Analytics & Future of Work Conference)上的演讲这个话题。Geetanjali是默克公司劳动力分析的全球领导者。在2017年9月在费城举行的人民分析与未来工作会议上发言。
为什么要人力分析?
问1、你好，Geetanjali，请解释一下吸引你到人力分析领域的原因。
我工作中最有趣的部分是理解、测量和预测人类行为及其对销售和收入等业务结果的影响。因此，我很自然地被这个机会所吸引，这个机会将科学的方法引入到人们的数据中，并帮助塑造一个组织如何为其投资者带来价值，同时为其员工带来更丰富的经验。
MERCK & CO.的人力分析团队
问2、请您描述一下默克公司的劳动力分析团队的规模和结构，以及它是如何与业务联系起来的。
默克的劳动力分析团队(WFA)拥有15名成员，在全球80多个市场，69000名员工。
这个团队由三个主要支柱组成：咨询、高级分析、报告和数据可视化。
咨询——每个咨询师都与我们的业务部门(如制造、研究、销售等)保持一致。他们与领导者紧密合作，以理解和预见棘手的业务问题，并运用正确的方法解决问题，将分析转化为可操作的观点。
高级分析——高级分析团队是一群灵活的数据科学家和专业人士，他们主要专注于需要高级技术技能或很有意义的项目。它们围绕业务问题进行组织。
报告和数据可视化——他们直接与来自业务各个部门的内部客户合作，以确保合适的人在合适的时间拥有合适的数据。驱动了内部客户满意度。
三个WFA团队紧密合作，以确保识别和利用业务活动之间的协同作用。
创建一个数据驱动的文化
问3、德勤(Deloitte)的“高影响力人物分析”(High-Impact People Analytics)研究发现，在创造高级能力方面，最重要的因素是需要创建数据驱动的文化。你在默克公司是如何做到这一点的?
我们首先在人力资源社区中推广数据，推出了一个基于云的劳动力分析平台。我们还开发和部署了一个能力构建程序，其中的模块主要集中在度量选择、假设测试、数据可视化、推荐开发等方面。
此外，我们一直在利用的另一个渠道，加速人力资源数据驱动文化，是让我们更广泛的人力资源社区的成员成为分析“冠军”。
最后，我们还建立了一个人力资源领导团队，在人力资源中传达建筑数据和分析能力的信息。
高层领导的支持对于人员分析功能的成功至关重要
在人力分析中创造职业道路
问4、您对为人力分析专业人员创建职业发展道路充满热情。 为什么你认为这是如此重要？
我热衷于为那些使人力分析成为可能的人们建立更好的工作体验！ 我发现这个团队能够为职业道路，继任计划和大型员工的人才流动等领域做出决策，但经常陷入无处可扩展的境地。
此外，大多数人分析团队都是人力资源部门的一员，而且往往被贴上高度专业化的“人力资源精英”卓越中心(CoE)的标签，这限制了横向或向上进入CoEs或业务部门的其他人力资源角色的机会。
最后，一个能够提供发展和职业发展的组织和领导者，可以成为吸引和留住优秀人才的关键因素。
如果我们能让更多人力分析人才流动起来，就会为人力资源和企业的其他部门增加技能、方法和拓宽视角，为企业创造额外的价值。
一个能够提供发展和职业发展的组织和领导者，可以成为吸引和留住优秀人才的关键因素
问5、关于人才分析团队的职业发展，你在默克制定了什么计划?关于人才分析团队的职业发展，你在默克制定了什么计划?
从我在默克公司工作的第一天起，我的首要任务之一就是了解我的团队的力量和抱负，并将他们的发展与他们的职业目标结合起来。我得出了一个Capability-Capacity-Connectivity模型，为我们的人员分析团队提供一个可持续发展项目。这种模式成功的一个关键驱动力是你的领导的支持和与其他团队的合作。
问6、职业发展计划的主要好处和收获是什么?
“3C”方法是围绕解决障碍和为人学分析团队创建促进职业发展的桥梁而构建的。
第一个“C”：能力，能力必须在两个级别上处理。
能力级别1：构建数据、技术和分析精明的客户
能力级别2：提升人员分析团队
第二个“C”：Capacity容纳度
如果没有时间远离日常的活动，就不可能专注于一个人职业生涯的下一步
第三个“C”：连接
将人员分析团队与其他人力资源，数据科学，技术和业务专业人员联系起来，建立对双方不同类型工作的认识和相互欣赏。
英文原文：
According to Bersin by Deloitte’s High-Impact People Analytics study, which was published in November 2017, 69% of large organisations (10,000+ employees) now have a people analytics team.
It is a surprise then that many organisations overlook the need to develop the careers of their people analytics team. Given the pace of evolution of the field and the high-demand for talent in the space, this is an oversight that needs correction.
As such, it was refreshing that the main focus of Geetanjali Gamel’s presentation earlier this year at the People Analytics & Future of Work Conference in San Francisco (see key learnings here) was on this very topic.
Geetanjali is the global leader of workforce analytics at Merck & Co., Inc. (NYSE: MRK, known as MSD outside the United States and Canada). I caught up with Geetanjali recently to ask how she has created career development paths for her team as well as discuss other related topics in the people analytics field.
Geetanjali Gamel speaking at the People Analytics & Future of Work Conference in Philadelphia in September 2017
WHY PEOPLE ANALYTICS?
1. Hi Geetanjali, please can you introduce yourself, describe your background and explain what attracted you to the people analytics space.
Like many of my colleagues in people analytics, I’ve had a non-linear path to my current role. I am a trained economist and began my career in research at the Federal Reserve Bank of St. Louis studying topics like macroeconomic forecasting, unemployment and inflation. With this foundation in social science methodology and research, I soon transitioned to business forecasting, predictive analysis and scenario-planning to drive customer growth and revenue projections in corporate planning and finance departments in the energy sector. The most intriguing part of my work was in understanding, measuring and predicting human behaviour and its impact on business outcomes such as sales and revenue. So, I was naturally attracted by the opportunity to bring scientific methodology to people data and help shape how an organisation can drive value for its investors along with enhanced experience for its employees. I began by building a predictive analytics function from scratch in HR in my previous role at Mastercard and since 2016 I have led the advanced workforce analytics, consulting and reporting organisation in Merck HR.
THE PEOPLE ANALYTICS TEAM AT MERCK & CO.
2. Please can you describe the size and structure of the workforce analytics team at Merck and how it aligns to the business
Merck’s workforce analytics team (WFA) has 15 members who support 69,000 employees in over 80 markets worldwide through a rich portfolio of people analytics products.
The team consists of three primary pillars; Consulting, Advanced Analytics, and Reporting & Data Visualisation (see Figure 1 below).
Figure 1: The Workforce Analytics team at Merck & Co (Source: Geetanjali Gamel)
Consulting - Each consultant is aligned to one of our business divisions like manufacturing, research, sales, etc. They work closely with leaders to understand and anticipate burning business questions, utilise the right methodology to find the answers; and convert the analyses into actionable insights.
Advanced Analytics - The advanced analytics team is a nimble group of data scientists and specialised professionals who focus mainly on ad hoc projects requiring advanced technical skills and/or initiatives of enterprise level significance. They are organised around business questions and may support several divisions at a time, in contrast to the end-to-end approach that the consultants take with each initiative.
Reporting & Data Visualisation – This team forms the backbone of all the amazing work we are able to do, as well as the internal customer satisfaction we drive. They work directly with internal clients from all parts of the business to ensure that the right people have the right data at the right time.
The three WFA teams work closely with each other to ensure that any synergies between business initiatives are identified and leveraged.
CREATING A DATA-DRIVEN CULTURE
3. The recent Bersin by Deloitte High-Impact People Analytics study found that the single biggest predictor in creating advanced capability is the need to create a data-driven culture. How have you achieved this at Merck particularly with regards to HR Business Partners and the wider HR function?
I agree that culture can be the strongest catalyst or impediment for people analytics. It is also ridiculously difficult to identify and alter, particularly because organisations at any given time tend to be collections of sub-cultures. But there are some patterns of behaviours, decision-making, and incentive-rewards, which distinguish data driven cultures from others. These behaviours can be purposefully incubated through a combination of upskilling, training and mind-set building.
At Merck, we believe that a leading HR function is one where analytics capability is not only for the analytics team, but the whole HR team. This does not imply that every role requires equal depth in analytics, but a new baseline of data interpretation and communication skills is critical to being effective partners to the business. To this end, we started out by democratising data within our HR community by rolling out a cloud based workforce analytics platform. This is helping us drive greater familiarity and reliance on data among our HR users. We have also developed and deployed a capability-building program with modules focused on metric selection, hypothesis testing, data visualisation, recommendation development, and more.
Another channel that we have been leveraging to accelerate a data driven culture in HR has been to engage members of our wider HR community as analytics “Champions”. These superheroes are critical to spreading the adoption of data informed insights, since they live and breathe the daily challenges of their colleagues; and can share relatable examples with their counterparts on how data can unlock value.
Finally, we also have an HR leadership team that is aligned and strong advocates in relaying the message of building data and analytics capability in HR. Needless to say, sponsorship of senior leaders is imperative to the success of a people analytics function.
Sponsorship of senior leaders is imperative to the success of a people analytics function
CREATING CAREER PATHS IN PEOPLE ANALYTICS
4. You are passionate on the need to create career paths for people analytics professionals. Why do you believe this is so important?
I firmly believe that the goal of people analytics is to drive value for the business as well as provide a better experience of work for employees. So naturally, I am equally passionate about building a better work experience for the people who make people analytics possible! I find a sad irony in the fact that the team which enables decision-making on areas like career pathing, succession planning, and talent movement for the larger workforce, is often stuck in a position of having nowhere to grow. From my discussions with many colleagues in this field, I have learned that the typical people analytics team usually tends to have a group of individual contributors (analysts, data scientists, consultants) and a director or senior director level leader. This leaves only one spot for the entire team to aspire to, at least for upward movement.
In addition, most people analytics teams sit within HR and tend to be branded as a highly-specialised “HR-lite” centre of excellence (CoE), which limits the opportunities to move laterally or upward into other HR roles in CoEs or business units. And this reality of being “boxed-in” can be very frustrating for bright, highly-employable individuals.
If you are a leader in people analytics, and if you have had to recently recruit new talent for your team, I would guess you are acutely aware of the gaping chasm between talent demand and supply in this field. In my opinion, an organisation and a leader who can offer development and career growth can be a key differentiator in attracting and retaining the best people analytics talent.
Broadening that vision, if we enabled more fluid movement of people analytics talent, it would add to the diversity of skills, approaches and perspectives to other parts of HR and the business, and would create additional value for the enterprise.
An organisation and a leader who can offer development and career growth can be a key differentiator in attracting and retaining the best people analytics talent
5. What program have you put into place at Merck regarding the career development of the people analytics team?
From the first day of my role at Merck, one of my top priorities was to understand the strengths and aspirations of my team and align their development to meet their career goals. After multiple discussions and numerous iterations on ideas, I arrived at a Capability-Capacity-Connectivity model to power a sustainable development program for our people analytics team. The underlying idea is that if we can build the right capability within the analytics team and its clients; reallocate capacity that is being consumed by suboptimal tasks; and drive connectivity between people analytics teams and other parts of the business; then we can potentially discover and create new career paths and opportunities. But please bear in mind that a key driver of success for such a model is sponsorship from your leaders and partnership with other teams. In our case, we were fortunate to have both. This has empowered us to be inventive and co-create development opportunities for our team.
6. Please can you provide more detail on what comprises each of the Capability, Capacity and Connectivity elements of this approach. What have been the key benefits and learnings from the career development program?
The “3C” approach is built around tackling barriers and creating bridges that promote career development for people analytics teams. At the outset we knew that the team was faced with a high volume of requests needing significant manual effort. (see Figure 2 below):
Figure 2: Challenges in accelerating maturity in people analytics (Source: Geetanjali Gamel)
Since the day-to-day work was time and effort intensive, there was not much room to hone more sophisticated skills or build knowledge sharing relationships with others, leaving the people analytics team stuck in a loop. So, we put careful thought and purpose into adopting the following model.
Capability
The first “C”, or capability, had to be addressed at two levels. The first was to empower our broader HR team with the right tools and training to have greater autonomy to perform analyses. We moved to an intuitive analytics platform and organised workshops, office hours, and learning sessions to improve data literacy among our internal HR clients. This type of effort is important to free-up time for the people analytics team to build their own skillset (and path to growth), while also creating a greater awareness in other parts of HR about analytics.
Figure 3: Capability - Level 1: building data, technology and analytics savvy clients (Source: Geetanjali Gamel)
The second area of capability building had a more direct impact on the team. We held a team strategy session where we identified areas that needed focus for internal functional, technical and strategic competency building. These focus areas were carefully selected to create dual impact – provide us with a skill or knowledge we could use immediately in our work; and more importantly, help us practice a new behaviour that would develop us as well-rounded professionals. For example, on the technical side, we organised an in-house R-training curriculum, created and delivered by some of our own colleagues to the rest of the team. This helped us build a technical skill we could immediately put to use to do better work, and also built coaching and confidence skills for those who led the program. Another great example was of an external guest speaker series that we launched, which brought recognition to the team for bringing new insights to the company, and also helped the team gain experience in organising an event successfully end-to-end.
Figure 4: Capability - Level 2: Upskilling the people analytics team (Source: Geetanjali Gamel)
Capacity
At first, capacity building measures may not sound like a natural fit with developing career paths. But it is impossible to focus on the next steps in one’s career if there is no time to step away from the daily barrage of activity to have a conversation; listen to a webinar; learn about a new project; or simply, chat with colleagues over lunch. As such creating capacity for the team is critical to allow them to develop their skillset to be more widely applicable, as well as to build the networks they need to find new opportunities.
As mentioned before, our journey began with democratising data and providing a range of workforce metrics and even results of our enterprise voice survey in accessible cloud platforms to our HR community. We continue to supplement our efforts to empower our internal clients, and in the process unlock capacity for our team, by forming global communities of practice for analytics. Another effort to scale our analytics delivery and save precious time has been by finding opportunities to utilise process automation on repeatable tasks.
It is impossible to focus on the next steps in one’s career if there is no time to step away from the daily barrage of activity
Connectivity
Despite efforts in building capability and reallocating capacity, there can’t be much career development if there is nowhere to go! This is when the third “C” of connectivity comes into play. In fact, it could just as easily be C for creativity, because we need a great deal of innovative thinking and risk taking to create opportunities where they don’t always exist.
We started with small yet effective steps rather than trying to construct huge, formal programs. Connecting the people analytics team with other HR, data science, technology, and business professionals builds an awareness and appreciation for different types of work on both sides. We leveraged opportunities to co-create part-time assignments with other teams, participate in cross functional events, invite guest speakers to team meetings, and collaborate on projects to expose the team to other areas of analytical work.
Connecting the people analytics team with other HR, data science, technology, and business professionals builds an awareness and appreciation for different types of work on both sides
To create development assignments for the people analytics team we were creative and went with “quasi-experiments”. The first was an opportunity for a team member to take on the role of an HR business partner on a part-time basis for a few, smaller client groups. This gave the individual an opportunity to apply their analytical skillset to the role and get much greater exposure than before to business clients and business issues. Such an experiment has a multiplier effect. Where typically a business partner track is not easily available to a people analytics professional, creating such an opportunity internally can open up a new career path. Moreover, even if the individual does not end up pursuing this new career direction at the end of the experiment, it is still a valuable learning experience for them to be in the shoes of their internal client, i.e., the HR business partner. Finally, it may help to lay the foundation for what I like to call the HRBP 3.0 model.
Where the original HRBP role had a heavy component of operational (and even transactional) work, the HRBP 2.0 model that many companies follow today aims at strategic business partners who enable key business decisions. The HRBP 3.0 model takes it a step further by envisioning an analytical HR business partner, who relies on both data driven insight and business acumen to support their client.
Another “experiment” in creating new career opportunities was a mini-assignment we created for one of our people analytics team members to lead a large, remote team in the service delivery space. This was a completely different line of work from people analytics, and was heavily focused on operational and organisational skills like identifying and escalating issues on short deadlines, supplier relationship management, building relationships with a variety of HR and non HR stakeholders, and leading a service centre team to drive customer satisfaction. Clearly, this would not be a typical career path for a people analytics professional, but that is exactly why we need to be bold and creative with such experiments. This assignment not only exposed the individual to a different type and pace of work, but also gave them an opportunity to bring their analytical skills to the table to significantly elevate the usage and interpretation of transactional data.
While many mature organisations have good-sized people analytics teams, there are still many where the teams are pretty lean. This model may work well for most purposes, but it usually limits the opportunities for team-members to have people management experience. This is not always necessary for upward mobility, but it many cases it is difficult to move upward without some kind of experience of leading a team. Keeping this in mind, we built more depth in our people analytics team, creating enterprise advanced people analytics and data visualisation and reporting sub-teams within the larger group, which are led by two of our team members. Taking a chance on subject matter experts and giving them the opportunity to lead and delegate not only helps to open up doors for them, it also gives them a chance to coach others on their team to be future experts and leaders.
Lastly, we also created a new learning analytics role on our people analytics team which is a step toward building greater synergies between people analytics and learning practices, but also our small contribution in creating a new capability (and career path!) that is still evolving in many organisations.
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