How did BTP Consultants restructure and automate its onboarding and offboarding process?

Publié :

09/2022

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How BTP Consultants, a fast-growing construction consulting firm, regained control over its arrivals, departures and internal transfers. With significant recruitment, the stakes were high.

Summary

BTP Consultants, a BTP consulting firm, technical office, SPS coordination and real estate diagnostics, has moved from manual creation of computer accounts to fully automatic integration.

BTP Consultants in a few words:

  • + 20 years of existence
  • 610 employees
  • strong growth with numerous company acquisitions
  • 4 subsidiaries
  • rapidly accelerating under the impetus of the Digital Information Systems Department
  • BTP Force: a business tool developed internally, allows to strongly digitize its processes, improves the daily life of its employees and better serves its customers

The needs:

  • Free up time for the IT team that was managing everything manually. Structure processes and automate account creation and suspension.
  • Perform account reviews very easily.

"It was very easy to get the hang of. Other tools on the market are more complex to grasp and often cover too wide a scope for our basic needs. Here, it was very simple.

Franck Jousse, CIO at BTP Consultants.

What was the situation before Youzer?

At BTP Consultants, we have a fairly high turnover due to the construction consulting sector and very strong growth. The number of new arrivals is significant each month.

In addition, we have a major digitalization project that is leading us to consider nomadism and, therefore, simplifying connections with, of course, a security challenge. We are working on a hybrid system with applications on workstations but also cloud solutions.

The IT team is small, and we had many manual operations. Arrivals were all done manually, information transfer was often oral, and we exchanged information with HR via a Google Sheet.

What was the problem?

I was unable to answer simple questions such as: how many users are there in AD or on our applications, or even how many employees are there in the HRIS. The calculation took us time.

When I arrived, I asked for reports on licenses and applications, I questioned about ten people who shared different reports with me.

Previously, the IT department had a poor image and quality with a problem of account deliverability. The limit of the cursor between manual actions and the number of arrivals had been reached. We needed to integrate employees more quickly.

What was the rationale behind choosing an IAM (Identity and Access Management) solution?

"I knew about IAM and all the major shortcomings of the big solutions on the market. Often IAM is used for many other things and often the tool goes outside its IAM spectrum and pulls a lot of things behind that go outside IAM."

Franck Jousse

So I was looking for a basic tool, I wanted SaaS so I wouldn't have to host it. I was looking for a quick implementation.

I compared 2 “pure” IAM solutions. I wanted a simple solution to prove that it worked, that manual actions could be replaced with high reliability. I wanted the solution to be agile and easy to plug into market tools (like Salesforce) and home-made API solutions (BTP Force), and to manage workflows. No multi-year commitment, just a rental.

I needed a tool to review accounts and entitlements.

3 people were called upon at the IT department for these arrivals and departures and we strongly solicited the HR department. I wanted to limit low value-added tasks in order to switch my colleagues to high value-added projects. My objective was to eliminate as many manual tasks as possible in order to integrate employees as efficiently as possible.

I combined my needs and quickly made a decision.

IAM selection checklist

The integration of Youzer within BTP Consultants

With Youzer, we connected Salesforce, which was our largest application, and proved that it worked perfectly. This freed up time for the teams, allowing me to offer them other projects.

We did an initial review of the accounts with one-click reporting. This revealed malfunctions within the company, which reinforced the choice of Youzer. Then, we integrated other applications, including the latest one we were developing, BTP Force.

Our teams now rely on Youzer and have been freed from manual tasks to focus on other higher value-added tasks.

We started by working on the onboarding of employees, then quickly moved on to offboarding with the departure of employees, as well as internal migrations.

I strongly recommend proceeding step by step within the team to avoid abrupt changes in working methods.

What did you notice when implementing Youzer?

Oral processes

Our Active Directory was not very clean, our processes were oral, Youzer allowed us to structure ourselves, write down our processes and reformat them.

The HRIS was not connected to the AD. It works with a Google Sheet file; this file will disappear, but it had to be integrated, and that was one of the major problems.

"That's also why I chose Youzer, because I knew you'd be able to do it."

Franck Jousse

The Youzer teams have done a great job integrating our file with specific developments. This Google file is very important to us because HR, regional directors, IT and general services interact on it.

There was no job repository; everyone used their own designation. We were able to structure this file.

Who uses Youzer?

Youzer's users are in the IT department (5 people) and use it daily.

Eventually, when the Google file for entries and exits is deleted, HR, general services, accounting, and AMOA will enter additional information to add signatures and complete profiles.

Is Youzer easy to get to grips with?

"Getting started is very easy, if not too easy. The rest of the market is very difficult, if not too difficult. Here, it was very simple."

The semantics are specific to Youzer, but you learn it quickly, otherwise I contact support.

The ergonomics and UX are easy to understand for someone who has already worked with an IAM. For an IAM novice, mandatory training and even safeguards are needed. It's easy to play around with and make some mistakes.

An initial presentation is absolutely necessary; it should not be put in everyone's hands. It is necessary to connect correctly, it is a powerful tool that affects accounts and users. Even if it's simple, it can become too easy and you don't play around with this kind of tool.

Youzer Training
"True agility, it [the solution] is easily integrated, it's very good level."

Franck Jousse

We have privileged access to the teams [through support], who are genuinely attentive, which is helpful and facilitates things.

What kind of relationship do you have with Youzer?

We co-build things, and the monthly release allows us to see them online quickly. There is a very good reaction from the teams and support.

"I went from a world where we had a big American publisher, on which we had to contract an astronomical level of support that cost more than the product itself, and with releases every year. [With Youzer,] it's surprising and positive."

The SaaS mode allows agility and trust came immediately. You feed on our problems to implement them.

What gains have you made with Youzer?

2 and a half people were working 50% of their time on arrivals and departures. I recovered one full-time equivalent, and the others significantly reduced the time spent on these operations.

In addition, we have recovered many licenses.

Account review is also one of the most significant elements in terms of time savings. One click and I get the information, before I did it once a year and it took me one person full time for a month.

Employee satisfaction is not measurable, but we move from uncertain (human) integration to something systematic and automatic.

Previously, we noticed quite a few problems with account creations, figures, licenses. Today, we have largely eliminated these problems, our employees and their managers are satisfied.

"I've had no negative feedback on user profiles. Youzer is the assurance of meeting needs. I can check that the applications are automated, that 4 days before everything is created and I can go and check all this in real time."

Franck Jousse

In the ExCom, I can talk about the next units created, Youzer is alive and the numbers are correct.

Youzer's costs are very affordable, and the financial benefit is therefore immediate. We immediately cover our expenses, and the savings are real.

From an HR perspective, how is the arrival of Youzer perceived?

HR lost a little time at the beginning because the constraints were strong since I imposed more rigor. Today, they see the benefit because there is no more frustration with onboarding.

Having rigor in the HR department has an impact on accounting, management control, bonuses, and IT. The entry/exit file will disappear, and therefore their HRIS will become the reference, it will be more rigorous and more secure. There is better reliability of information.

Your favorite features:

  • account review
  • for teams: workflows, authorization packages.

Would you recommend Youzer?

The operations manager, who has experience with other IAMs, is very satisfied and finds it to be a real revelation, a facilitating and secure tool.

The application manager sees very well that everything arrives in the right place and that it makes things easier.

Everything used to rely on manual processes, word of mouth, and personal relationships; today, it relies on automation.

I was able to bring the teams together.

"I recommend Youzer, for the understanding of what an IAM should really be. We're not faced with a publisher who sells us everything in every direction and ends up with something in a drawer that doesn't work. You get an IAM for an IAM, and that's excellent.

I recommend it: for the support, for the cost, for the integration with the main tools on the market that exist, for the ergonomics and understanding of the product, for its GDPR compliance, for the SaaS mode which does not require installation, for its reliability, I have never seen it down, I have never seen an incident and for the pro-activity and the spirit of co-construction."

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