IBM Human Resources Introduc2on Mee2ng November 6, 2014 IBM Confiden+al © 2014 IBM Corpora+on Agenda Introduc2on Chris2ne Hoffman Thomson Reuters HR Business Partner IBM Overview Technical Solu2on Overview Michael J. PuckeD IBM HR Business Development Execu+ve Frank Broderick IBM Global Senior Project Execu+ve IBM HR Overview and Next Steps Michael J. PuckeD IBM HR Business Development Execu+ve 2 IBM Confiden+al © 2014 IBM Corpora+on IBM – a great company to work for 3 IBM Confiden+al © 2014 IBM Corpora+on Who is…. § At the end of 2013, IBM reported: § 430,000+ IBM employees worldwide § $99.8 billion in revenue § 175 countries, 24 manufacturing plants, 12 research labs § World leader in IT services and consul+ng ($57 billion in revenue in 2013) § World leader in server sales § World leader in middleware and second-‐ largest so[ware business overall § Leader in U.S. patents for the 21st consecu+ve year – 6,089 in 2013 alone IBM 100 Years Video = hDp://www.youtube.com/watch?v=39jtNUGgmd4 4 IBM Confiden+al © 2014 IBM Corpora+on Global Markets of Opera2on Major Employee Sites Employee Service Centers Customer Fulfillment IBM Research Centers Manufacturing IBM Internal Data Centers IBM operates in more than 175 countries and enjoys an increasingly broad-‐ based distribu2on of revenue, grouping markets by common growth characteris2cs, not loca2on. 5 IBM Confiden+al © 2014 IBM Corpora+on Major Businesses Global Technology Services Global Business Services Systems and Technology Provides outsourced IT infrastructure services and business process services Soaware Provides middleware that enables clients to integrate systems, processes and applica2ons, as well as computer opera2ng systems Provides professional services and applica2on outsourcing services Global Financing Provides financing solu2ons that can be customized to address specific IT needs, from compe22ve rates to flexible payment plans and loans Provides advanced compu2ng, storage and semiconductor technology and products S&D and Research Our Sales and Research, Development and Intellectual Property organiza2ons provide a wide spectrum of client support and addi2onal value 6 IBM Confiden+al © 2014 IBM Corpora+on Performance Snapshot: IBM Global Services § World's largest provider of business and IT services – IBM Global Services, which consists of Global Technology Services and Global Business Services, delivered more than half of IBM’s total revenue IBM Total Revenue for 2013: $99.8B Global Services Software § 2013 Global Services Revenue Systems and Tech Global Financing – $57 billion § 3Q 2014 services pipeline: – $128 billion 7 IBM Confiden+al © 2014 IBM Corpora+on Technical Solu2on Overview IBM Confiden+al © 2014 IBM Corpora+on Solution Scope: End User Service Desk, Deskside, & Network/Messaging Service Desk • Will be delivered from three IBM Delivery Centers • Bangalore, India; Manila, Philippines; and Heredia, Costa Rica • Continue to use TR owned HPSM, InQuira (self help/knowledge base) and Moxie chat tool • Transition to IBM delivery centers May, 2015 End User and Mobile Device Support • IBM to provide support for Thomson Reuters general employee users; TR retains support for Executive Support, Field Sales, and Editorial staff • Provide on-site support for locations with greater than 400 TR end users • Transition to remote/depot model May 1, 2015 • Provide image support, packaging, and software distribution from our Costa Rica delivery center Network & Messaging • Office LAN, Voice, Contact Center Support will be provided by IBM’s business partner, AT&T • Messaging, Collaboration and Directory Support from Bangalore India 9 IBM Confiden+al © 2014 IBM Corpora+on Transition phase 1 activities are carried out so that the IBM team can assume responsibility for the service. The first phase of Transition consists of Transition Phase 1 activities Set-up of program management system those activities necessary for IBM to take over service Transfer of all in-scope staff delivery responsibility Knowledge capture beginning on the service commencement date. Implementation of interim processes and tools necessary to enable the takeover 10 IBM Confiden+al © 2014 IBM Corpora+on Transition phase 2 activities are carried out to transform the in-scope services to the agreed steady-state solution. The second phase of Transition consists of activities necessary for IBM Transition Phase 2 activities ✓ Knowledge transfer to global delivery centers to evolve you from your Implementation of standard processes, tools and other improvements necessary to achieve the target end state solution. existing environment to the environment required for IBM to deliver committed value to Realization of efficiencies necessary to meet the committed service levels and productivity improvements over time. Thomson Reuters. 11 IBM Confiden+al © 2014 IBM Corpora+on Transition Flow Service commencement IBM Hire Date (2/1/2015) Contract signed 10/31/3014 Nov, 2014 Oct, 2014 Dec, 2014 Jan, 2015 Finalize career discussions ; distribute offers Onboard activities of those accepting offers Feb, 2015 Mar, 2015 Apr, 2015 May, 2015 June, 2015 July, 2015 Aug, 2015 Transition Phase 2 Transition Phase 1 T&T Leader on Boarded to begin Program Mgmt Setup Kickoff Meetings & Deep Dives with TR Tower Focals initiated Employee announcem ent meetings; begin career discussions Rebadge to IBM commences Transition Project Plan delivered to TR IBM Management of Service Commences KT Phase 1 – Data Gathering & Discovery KT Phase 2 – Validation Knowledge Transfer for transforming Services Steady State Resource Ramp up for transforming services Desk side Depot & Dispatch Deploy Back End Service Desk Tools Telephony Call Flow Established Network Solution & Design – SNI Implement Network Solution - SNI Implement iGEMS Create MDM Solution & Design 12 Install & configure Mobile Device Manager for BES (MDM) IBM Confiden+al © 2014 IBM Corpora+on Keys to Success... • Your commitment to the success of the agreement for Thomson Reuters and IBM • Continued focus on quality service delivery to our Thomson Reuters end users during the transition and beyond • Support of knowledge transfer process as initiated by your future IBM and AT&T colleagues • Willingness to accept the change ahead 13 IBM Confiden+al © 2014 IBM Corpora+on IBM Human Resources and Employee Benefits IBM Confiden+al © 2014 IBM Corpora+on IBM HR Cultural Transforma2on – 3 Main Principles ü IBM strives for a seamless transi8on period that minimizes employee disrup+ons, morale issues and loss of produc+vity. ü IBM offers an a9rac8ve employment package. ü IBM provides an environment and culture offering high job sa+sfac+on and career growth. § § § § § Paying & rewarding performance Variety of career opportuni+es Professional development Knowledge management communi+es Skills enhancement 15 IBM Confiden+al © 2014 IBM Corpora+on IBM Career Discussions Process ü IBM or our Business Partner will be extending offers of employment to all Thomson Reuters inscope employees. ü Career Discussions will be scheduled for all Thomson Reuters inscope employees. ü To gather skills informa+on, an IBM Personal Profile will be sent to your email address later today. Please complete the profile and send using the instruc+ons provided in the email no later then November 11th. ü Resumes/CVs are not required, but can be returned with the profile. ü Returning the IBM Personal Profile is an indica+on you would like to be considered for an IBM posi+on. ü One (1) career discussion with an IBM Manager, on current Thomson Reuters premises or remotely, will be setup and conducted for everyone who returns a personal profile. 16 IBM Confiden+al © 2014 IBM Corpora+on IBM Offer Process ü All Thomson Reuters inscope employees will be offered IBM or our Business Partner employment. Such offers will vary by dura+on based upon technical solu+on. ü A combina+on of long-‐term and short-‐term offers will be offered and clearly ar+culated in your respec+ve offer leker. ü All IBM job offers include individuals to remain working from current Thomson Reuters loca+ons ini+ally. ü All IBM job offers will have a hire date of February 1, 2015. ü Once transi+oned to IBM, all candidates have opportunity to locate other IBM jobs within internal pos+ng system. ü For those offered short-‐term employment, if unable to locate another role in IBM prior to predefined end-‐date: § Eligible for IBM Severance – lump sum payment; outplacement services; retraining services and TMP (Transi+onal Medical Plan). § Eligible for Special Payment – in lieu of Thomson Reuters Severance. § Eligible for Addi+onal Special Payment equal to 6% of salary earned in 2015, in lieu of IBM 401(k) match. 17 IBM Confiden+al © 2014 IBM Corpora+on Offer Highlights: Thomson Reuters Years-‐of-‐Service (YoS) credit will be granted for the following areas: § Vaca+on § Disability coverage (Short-‐term and long term coverage increase a[er 5 years of service) § 401K+ Plan § Post employment medical (Rule of “65”) IBM Employee Benefit Package § Immediate access for employee & dependents -‐ no exclusions § Medical, dental, vision, prescrip+on drug coverage § Pre-‐exis+ng condi+ons are covered § Healthy living rebates § Any 2015 deduc+bles or out-‐of-‐pocket maximums will be recognized under IBM healthcare plans Group Life Insurance / Travel Accident Insurance § IBM paid life insurance at 1 +mes salary § IBM paid travel accident insurance policy at 5 +mes salary 18 IBM Confiden+al © 2014 IBM Corpora+on Offer Highlights: Compensa2on § Same base salary as your last day of employment at Thomson Reuters § Exemp+on status (salary / hourly) will not change from exis+ng* on hire date § Special Payment in lieu of Thomson Reuters 2014 Bonus paid in Q1 2015 IBM 401(k) Plus Plan § Eligible to contribute day-‐one § Eligible to rollover Thomson Reuters funds and outstanding loans into the IBM USA 401(k) Savings Plan Thomson Reuters’ Healthcare Flexible Spending Account Rollover § 2015 Healthcare FSA elec+ons and funds will be rolled over to IBM IBM’s Stock Purchase Plan – Offering periods are January 1 and July 1 * Final IBM job classifica2on and banding will be done within 60 days of your hire date 19 IBM Confiden+al © 2014 IBM Corpora+on Total Compensa2on Salary § § Benefit Plans Market-‐based adjustment Top contributor reward Profit Sharing Total Cash Employee Programs & Services Work/Personal Life Balance Skills Development Employee Services Health Care Capital Accumula2on Income & Asset Protec2on 20 IBM Confiden+al © 2014 IBM Corpora+on Comprehensive Benefits Program Health Care Income and Asset Protec2on § Personal Benefits Program § Short-‐Term Disability Plan § Medical, Dental and Vision § Long-‐Term Disability Plan § Prescrip+on Drug Program § Group Life Insurance § Medical Decision Support § Travel Accident Insurance § Health Management Center § Group Universal Life Insurance § Mental Health Care Program § Special Care for Children Assistance § Health Care Spending Account § Access to post-‐re+rement IBM health care coverage Capital Accumula2on § IBM 401(k) Plus Plan § Employee Stock Purchase Plan 21 IBM Confiden+al © 2014 IBM Corpora+on Comprehensive Benefits Program (con2nued) Work / Life Balance Employee Services § § § § § § § § § § Holiday plan § Vaca+on plan § Leaves of absence § LifeWorks Programs ü Child care referral ü Adop+on assistance ü Elder care services § Individualized work schedules § Mobility & telecommu+ng op+ons Employee Purchase Program Many product & service discounts TJ Watson Scholarship Fund Educa+on & training programs Academic learning assistance IBM MoneySmart Fund for Community Service Matching Grants Program IBM Clubs § Dependent care flexible spending account 22 IBM Confiden+al © 2014 IBM Corpora+on IBM Human Resources USA Transi2on Timeline IBM Town Hall Sessions November 6, 2014 Distribute Personal Profile Forms and FAQs November 6, 2014 IBM Personal Profile due November 11, 2014 IBM Career Discussions November 13 – 25, 2014 Employment Offers Sent December 8, 2014 Distribute Applica2ons December 8, 2014 Employee Accept/Decline Decision December 15, 2014 HR Informa2on Sessions December 16 – 18, 2014 IBM New Hire Form Valida2on January 2015 1st Day as an IBM Employee February 1, 2015 Welcome Celebra2on Ac2vi2es February 2015 1st IBM Pay Check February 13, 2015 Complete Benefits Enrollment March 1, 2015 Succeeding@IBM (New IBMer Class) Within 90 days of Hire Date 23 IBM Confiden+al © 2014 IBM Corpora+on A dedicated IBM extranet will be created to use as one of the primary communica2ons vehicles throughout the transi2on Available week of November 10th for US employees 24 IBM Confiden+al © 2014 IBM Corpora+on Dedicated IBM HR Transi2on Managers for Thomson Reuters Jack Mullinax (Global HRTM Lead) [email protected] (Cell) 214-‐995-‐1940 Jack works out of his home in Dallas, TX Jim Lowe (US HRTM Lead) [email protected] (Cell) 505-‐463-‐2319 Jim works out of his home in Sacramento, CA Tom Pietraszek (US HRTM Support) [email protected] (Cell) 913-‐269-‐0311 Tom works out of his home in Houston, TX 25 IBM Confiden+al © 2014 IBM Corpora+on 26 IBM Confiden+al © 2014 IBM Corpora+on
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