Solutions Magazine - March 2018
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MARCH <strong>2018</strong><br />
<strong>Solutions</strong> | <strong>March</strong> <strong>2018</strong> | Page 1
From the<br />
General Manager<br />
Hi all, it’s been a month of very heightened activity on every front and I’m very<br />
pleased to say that we are forging forward. While we’re in the thick of projects<br />
there are not so many ‘formal’ milestones to celebrate, however we’ve ticked<br />
quite a few boxes over the past month.<br />
It’s been great to see quite a few new faces at 30 Currie<br />
Street, and I welcome all the temp and contract staff that<br />
have joined us (and thank you all for being available!). I<br />
can only imagine how challenging it is to be learning a<br />
new business while the business is involved in so many<br />
transition projects - it highlights the need to focus on<br />
‘business as usual’ in tandem with our other activities,<br />
particularly as we are now very close to the end of the<br />
FBT year.<br />
Our ‘Noble Park’ team are now no longer at Noble Park,<br />
and as I understand are settling in well in the 550 Bourke<br />
Street building. Definitely a dynamic workplace, with<br />
many staff representing many parts of the group and a<br />
great opportunity for the NL Sales, Settlements and CS<br />
teams to integrate further with other teams. I’d especially<br />
like to thank Jodie Frederickson for her outstanding<br />
contribution to making this move a success!<br />
I thank you all for the questions I’ve had around<br />
our organisational strategy with the recent news of<br />
resignations across the group. The executive team have<br />
been reviewing our objectives and structure very closely<br />
and we will make an announcement on this to all staff<br />
later next week.<br />
A particular shout out to our leadership team this month<br />
- they have been balancing the BAU and transition<br />
workload amazingly well, given that the two main<br />
objectives often collide!<br />
Onward and forward into the new FBT year…<br />
Best,<br />
BT.<br />
Phoenix is coming into focus now and the State of Matter<br />
development team are full steam ahead. Our task now is<br />
to deeply understand the functional differences between<br />
the version of Phoenix we will be migrating to in June<br />
(V1.5) and our current V2 system. Understanding these<br />
differences will form the backbone of our internal and<br />
external training, client communications and strategies<br />
for migration. What we can say with certainty is that the<br />
target of “migration by July 1” is immovable…<br />
<strong>Solutions</strong> | <strong>March</strong> <strong>2018</strong> | Page 2
How are we<br />
tracking?<br />
Novated Leasing Update<br />
February was another challenging month for Novated and as we’ve come to expect<br />
a number of individuals rose to the occasion. Starting with a lower than desired<br />
pipeline we needed everything to go 100% and when playing with fire, we got<br />
burned; falling far too short of our target to be anything other than disappointed.<br />
We had the total number of sales required, perhaps<br />
a little too late in the month compared to others but<br />
couldn’t get them over the line by COB.<br />
Some personal best performances from the Leasing<br />
Consultants was very pleasing and conversion rates<br />
lifted across the board. If everything settled we would<br />
have had a conversion rate 10% higher than the last few<br />
months which is a huge achievement.<br />
Last but not least it would have been great to reach<br />
target again given the transition (not farewell!) of the<br />
Settlement Coordinators who are now reporting to<br />
Dave Hutchison (Selectus Settlements Team Leader) in<br />
the Bourke St office.<br />
I’m quite excited by this change in reporting line knowing<br />
they will be in a dedicated settlement team with a<br />
dedicated settlement team leader, whereby they can<br />
improve their understanding, processes and day to day<br />
activities at a faster rate than could have been achieved<br />
otherwise. This logical adjustment will set the team and<br />
the individuals within for future success and opportunity.<br />
To keep to a few words is tough but I’ll do my best!<br />
Thanks to Sachin for moving heaven and Earth to ensure<br />
nothing was impossible, Claudia for her kindness and<br />
empathy to support her colleagues and Jake for his<br />
attention to detail and problem solving ability. Between<br />
the three of you every base is covered and as mentioned<br />
before, with Dave’s leadership and 100% commitment<br />
you will add significant value to SmartGroup.<br />
February saw the Novated leasing business development<br />
team in full-swing with our colleagues from Smartsalary<br />
and Autopia meeting with our key clients. By the end<br />
of the week we would have completed all meetings and<br />
it is great to note that our taxable clients (known as<br />
‘corporate’ in Smartgroup) have largely embraced the<br />
change in aligning them to the groups novated leasing<br />
specialists. Candice and Phil would have most certainly<br />
racked up some frequent flyer points that is for sure!!!<br />
What’s great is that this team is now fully armed with all<br />
the marketing collateral we need to get the best possible<br />
outcomes in the months ahead in terms of leasing<br />
enquiries, which is a huge element in making sure our<br />
leasing team do what they do best, get our clients into<br />
their new cars!<br />
<strong>Solutions</strong> | <strong>March</strong> <strong>2018</strong> | Page 3
How are we<br />
tracking?<br />
Marketing Update<br />
This past month saw the launch of the “New Lease Resolution”<br />
novated lease competition.<br />
This competition has prompted the highest amount<br />
of leads generated through the Salary <strong>Solutions</strong><br />
website since the transition to Smartgroup. The<br />
leads are expected to continue for this month as well<br />
with a competition reminder eDM scheduled to over<br />
13,000 people.<br />
Also, with the new website up and running there has<br />
been an influx of users viewing the site, well above the<br />
2017 average on the old site. With the number of pages<br />
viewed per visit also significantly up on the 2017 average<br />
it shows the new website has made it easy for users to<br />
explore and navigate through the site as they wish.<br />
<strong>Solutions</strong> | <strong>March</strong> <strong>2018</strong> | Page 4
How are we<br />
tracking?<br />
Operations Update<br />
Well, I think it’s fair to say that February has simply flown by and we are well and<br />
truly into the full swing of the End of FBT Year.<br />
As at the end of February we are beginning to see the<br />
backlog of the DMS workflow subside, however we<br />
still have a significant amount of work to do during the<br />
month of <strong>March</strong>, as we meet member expectations,<br />
while we continue to work through the End of FBT<br />
Year End reporting and repackaging tasks. The level<br />
of commitment, understanding and focus has been an<br />
inspiration across the business and sets a benchmark<br />
for others to aspire to.<br />
Continue to stay focused on the requirement of the end of<br />
FBT Year, support each other in our collective goals and<br />
continue to showcase our Operational strength.<br />
The move form Noble Park to our Bourke Street address<br />
in Melbourne was finalised and a complete success, with<br />
a big thank-you to everyone involved. Having seen the<br />
Bourke street office, I’m sure those who made the move<br />
are enjoying the new facilities.<br />
The move itself was one of the many projects currently<br />
underway across our business, with our new operating<br />
platform, Phoenix getting closer to its first stage release<br />
with Advantage. Vijay has been busy working on the<br />
training component of the project, leading from the front<br />
in preparation for July when it will be introduced into<br />
Salary <strong>Solutions</strong>. There is still a great deal of work to<br />
go, however with the level of resources involved it will<br />
be successful. Phoenix will well and truly allow us to be<br />
more efficient and interactive with our members, which<br />
will only enhance their experience with us. We will also<br />
see the transition of Novated Leasing clients to Autopia in<br />
mid-May and SmartSalary transitions occurring in mid-<br />
April…..talk about busy!<br />
Brett Taylor<br />
(Salary <strong>Solutions</strong> General Manager)<br />
with Ben Morris<br />
(Salary <strong>Solutions</strong> Operations Manager)<br />
were hosting Heidi Limareff<br />
(Can:Do Group Chief Executive)<br />
and her partner Andrew in the<br />
Redbull Corporate Suite while lucky enough to<br />
get their hands on the actual winners trophy.<br />
<strong>Solutions</strong> | <strong>March</strong> <strong>2018</strong> | Page 5
Trivia Time<br />
Try answering the 5 questions below.<br />
Once you have finished please submit your answers to:<br />
marketing@salarysolutions.com.au<br />
1:<br />
2:<br />
3:<br />
4:<br />
What is Mel Gibson’s middle name?<br />
Who founded the Death Row label<br />
with Marion ‘Suge’ Knight?<br />
What were the names of the two rival<br />
gangs in West Side Story?<br />
At the beginning of the 1990s which<br />
country had most camels?<br />
5: Freddie Mercury died in which year?<br />
Previous issue answers:<br />
1. A brain.<br />
2. 88.<br />
3. Tyrone Bogues.<br />
4. 2001.<br />
5. Craig MacTavish<br />
Colleague<br />
Movements<br />
This past month has seen some<br />
more colleague movement<br />
within the business.<br />
So we would all like to acknowledge the following<br />
colleague who will be departing the Salary<br />
<strong>Solutions</strong> business:<br />
• Paul Ogilvie Mitchell<br />
Other colleagues who are either changing roles or<br />
moving to a different brand within Smartgroup are:<br />
• Julia lavers<br />
(moved to SmartSalary)<br />
• Carly Turner<br />
(changed role to Priority Team leader)<br />
We wish everyone well, and those that are<br />
departing or moving to another brand will be<br />
greatly missed from the Salary Solution family.<br />
Unfortunately, no colleague was<br />
able to answer all 5 questions<br />
from the last magazine correctly.<br />
<strong>Solutions</strong> | <strong>March</strong> <strong>2018</strong> | Page 6
Training Update<br />
Training<br />
Contractor training is going on as per the<br />
requirements. They are trained on multiple<br />
workflows which is helping create capacity<br />
within the Operations team.<br />
Phoenix<br />
There are some parts of the Smartgroup<br />
business that are going live on Phoenix<br />
well before Salary <strong>Solutions</strong>, and<br />
Advantage has been chosen as the first<br />
cab off the rank. We are helping the<br />
Phoenix team develop training and process<br />
material, that will be utilised by Advantage<br />
for their migration to Phoenix and will be<br />
customised later for our internal use.<br />
Compliance<br />
It’s imperative that we always comply<br />
by our policies. All Policies are saved<br />
in our shared drive. If you have any<br />
questions, please do not hesitate to<br />
raise a Compliance Job log.<br />
<strong>Solutions</strong> | <strong>March</strong> <strong>2018</strong> | Page 7
Social Committee Update<br />
On Friday we had our first Quarterly Drinks with an Oriental twist! This year we<br />
have added to the events by including the quarterly Reward and Recognition<br />
awards to the agenda.<br />
Brett Taylor presented the following Salary<br />
<strong>Solutions</strong> staff members with their certificates<br />
and a $50 Coles/Myer voucher:<br />
Natalie Trotter and Brendan Shea have been working<br />
tirelessly in the Payroll Reconciliation space and have<br />
been doing an amazing job of assessing and approving<br />
payrolls for process based on cleared funds as well as<br />
identifying and working through any client exceptions or<br />
issues that have come out of the new process.<br />
Zoe Jackson has hit the ground running in the finance<br />
team since she came on board in December and has<br />
played a key part in conquering our Finalisation back<br />
log. As at the date of this report, she has completed<br />
896 Finalisations in roughly 10 weeks.<br />
Carly Turner has picked up the Priority Team Leader role<br />
and owned it! Outstanding ability to perform under the<br />
high level requirements of our business while ensuring<br />
and supporting the micro requirements, supporting,<br />
driving and delivery on performance. Well done!<br />
Lisa Neal is a point of contact for anything in<br />
Queensland, taking on any task given to her with gusto,<br />
averaging 75 tasks per day for the last 2 months. Lisa<br />
understands the business requirements, consistently<br />
helping out and doing overtime hours.<br />
Jodie Frederickson displayed outstanding leadership<br />
and attention to everyone’s needs during the transition of<br />
the Salary <strong>Solutions</strong> office in Victoria. From coordinating<br />
the packing and document management through to being<br />
on site all day Saturday to manage the removalists.<br />
Alan Cramer has recently developed a robot to automate<br />
some manual processes. Whilst this took away some<br />
time that could have produced a sale or two for him<br />
personally, the benefit to the team far outweighed any<br />
individual outcome.<br />
Aileen Acacio has played an instrumental role in the<br />
afterhours CSO support, not only doing her role as a<br />
Priority staff member but often jumping in and assisting<br />
in GSP calls. The total number of volunteered hours for<br />
February were 26, often giving up her weekends to clear<br />
the centre back log.<br />
Please join us in congratulating all winners<br />
for this quarter!<br />
Anyone can submit content<br />
Don’t be shy, if you have anything you believe to be of interest and relevant to staff<br />
please feel free to send through content to marketing@salarysolutions.com.au<br />
<strong>Solutions</strong> | <strong>March</strong> <strong>2018</strong> | Page 8