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For organizations with periodic incentive plan automation needs without the desire to acquire and deploy a full-scale solution, StrategixEPMDirect Services is a low-cost, high-value, fast-deployment employee incentive automation and performance tracking/reporting Service.

The Service is based upon and makes full use of StrategixEPM™, one of the most-used and powerful incentive automation and performance tracking systems in the world. This enables an unparalleled range of employee and business unit performance metrics, goals, objectives, targets, quotas, and related recognition and incentive compensation pay-outs.

Direct Services is an ideal solution for periodic quarterly, semi-annual and annual incentive plan reporting. And, for organizations that don’t have the need for web-based, real-time on-line performance management reporting.

Now, organizations of any size, anywhere in the world, can improve employee performance recognition and incentives, and drive improved results. Direct Services lets organizations fully automate their employee performance incentive plans and reporting, without having to buy and install custom-configured software, or support un-auditable or over-worked home-grown solutions.

For each incentive period, the client submits the source data required as the basis for their sales, service, productivity, profit-sharing and other incentives, Scorecards and Key Performance Indicators (KPIs). Soon thereafter, StrategixEPM™ Direct delivers performance results as imaged (PDF or other) reports, or as spreadsheet or database files for the end-user’s own internal analysis and distribution. And, for the end-user’s convenience and security, all original source data and reports are transmitted to/from our highly-secure, SAS-70 audited Strategix FTP site and SaaS/ASP facility.

StrategixEPM™ Direct Service reports include (from Employee, Office/Unit up to Enterprise Total):
  • Performance Scorecard – KPIs and Incentive Plan Calculations; an ideal employee coaching resource
  • Ranking Reports – Rank all Employees by KPIs; use to enhance internal sales and service programs
  • Incentive Summary Reports – Submit to Payroll to generate incentive payments; eliminate manual input
  • Products Sold Summary Reports – Quantity and Volumes by Product; see what is selling and what isn’t
  • Sales and Performance Factor Audits – Lists of Source Data transactions for audit and documentation
“Our incentive plans have over 15,000 participants, but only pay out mid-year and year-end. We can’t cost-justify a full incentive automation system acquisition. But, it is near impossible to support our various plans with in-house spreadsheets or business intelligence tools. The Strategix Direct Services solution optimally resolves the problem.”

Direct Services is ideal for organizations of any size with:
  • quarterly, semi-annual, or annual incentive plan automation needs
  • monthly incentive plans, with the need to receive only month-end reporting (no web-based on-line report needs)
  • the desire to “test-drive” Strategix solutions before full implementation
Strategix Performance is a pioneer in incentive automation and performance management solutions. We’ve provided our services to thousands of sites at hundreds of organizations over more than two decades.

For information on StrategixEPMDirect Services capabilities, contact us.
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