Targeted Advisory case study
Before the HR Platform Locks In
The situation
The question behind the question.
This organisation had chosen a cloud HR platform and an integrator to replace dozens of legacy applications: 11 modules in 3 waves over more than 2 years, for a fixed price. Earlier, we had helped frame the selection itself: cost of ownership weighted first, knock-out questions, mandatory demonstrations. Before the contract was signed and design began, 2 questions were open. What risks sat in the fine print? And how far should each module go? Once configuration starts, both answers lock in.
“Review our implementation contract and align our HR leaders on the platform.”
Read the contract for what it asks of the organisation as well as the integrator, then decide module by module how far to go, before configuration locks both in.
How we worked
How the work unfolded.
Read the contract
We started with the fine print. The contract documents for a fixed-price, multi-wave implementation were read clause by clause in under a week. 35 risks emerged across 7 categories, from finance and governance to delivery, scope, resourcing, technology and data: 6 critical, 16 high. The headline was simple: the fixed price was a floor, not a ceiling, because so much depended on what the organisation itself had to provide.
Translate it for negotiators
Then a register people could negotiate from, in their hands within days. Each risk was written in plain language, with its consequence, and ranked into 6 priorities for the table: internal experts committed to half their time for more than 2 years, too few payroll test runs, no data processing agreement, change management days with no framework behind them. The review was explicitly not legal advice; the organisation’s lawyers ran their own, and both met in the negotiation.
Set the ambition, module by module
Then the people who would live with the platform. A third of HR leaders said they had little view of a programme that would reshape their own work, so the offsite aligned before it decided. Each of 11 modules got a vote, cast privately before the room saw the result: keep, evolve or reinvent. Only analytics drew reinvention, at 62%; the help desk and learning would stay largely as they were, performance would evolve. The pattern: reinvent where the data is, keep where the service works.
Name what the platform cannot decide
Then what software could not settle. 24 HR services were mapped against the platform, and 8 sat outside it: who would cover them? When should performance management be redesigned, a question on which the room split? And did HR have the people to do it, with most of the function tied up in daily operations? These became a short list of choices only leadership could make, beside a heat map of ambition per module.
3 reads before lock-in
The contract. Read for what the organisation must supply, not only for what the integrator promises.
The modules. One ambition per module, keep, evolve or reinvent, chosen before configuration chooses for you.
The gaps. What the platform will not cover, and who will cover it instead.
A platform locks in more than software: a price, an ambition and the time of your best experts. Read all 3 before it does.
What moved
What changed, and what didn't.
The organisation took the 35 risks into its negotiation and found more of its own along the way. All 6 of 6 negotiation priorities were addressed in the signed contract. The ambition map now steers the design phase: each module goes in at the level leadership chose, not at the default configuration.
The ambitions were set by HR leaders without hearing the managers and staff who will use the platform most. The contract’s demand on internal experts, half their time for more than 2 years, was flagged but not yet planned against daily operations, and the timing of the performance redesign stayed open.
What we'd say to a peer
The fixed price on an HR platform is a floor, not a ceiling: read the contract for what it asks of you, not only what it promises. Then decide, module by module, whether to keep, evolve or reinvent, before configuration decides for you. And plan your own experts’ time: it is the line most often missing.
Own approach in 4 steps; clause-by-clause contract risk review (35 risks, 7 categories, plain-language register, 6 negotiation priorities); module ambition vote; 24-service coverage map; performance redesign scenarios.
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