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ATB Financial

“Our old environment was paper-driven. Everything we did required a piece of paper. With this implementation, everything is electronic now, to the point where associates do their paperwork online.”

Scott Earl

Managing Director, CFO Operations, ATB Financial

ATB Financial Brings Happiness and Efficiency to the Workplace

ATB Financial has been doing business for more than 75 years. They started with one small treasury branch and grew into the largest Alberta-based financial institution, with assets of $37.7 billion. They have over 5,000 employees who help more than 697,000 customers in 242 Alberta communities.

The Challenge

ATB Financial not only set their sights on transforming banking, but also on becoming the best place to work in the financial services industry.

“Our view is that in order to continue down this journey to be the place to work not just here in Alberta, but frankly anywhere, and to have the evidence to demonstrate that is the case, we needed to have a human capital platform that allowed our team members to fully participate with us,” said Lorne Rubis, Chief People Officer at ATB Financial.

But ATB Financial’s people management systems weren’t working for them. They were bogging down employees’ time and hindering their ability to work to their full potential.

“Technology that we had in place was very outdated, [with] many disparate systems, so that was really resulting in poor user experience and lots of inefficiency,” said Naomi Gould, Managing Director, People & Culture at ATB Financial.

“Primarily our goals were to have a significantly improved user experience and also increase efficiency in terms of how we were able to complete our people administration.”

The Solution

ATB Financial adopted the WorkForce Suite to transform workers’ experience in managing schedules from solely paper-driven to electronic (with a mobile capability), while seamlessly integrating with SAP SuccessFactors®.

The organization’s leaders sought to eliminate paper-driven time sheets and processes, and to give workers the ability to self-manage their schedules and leave requests from anywhere, at any time.

The Outcomes

Making Work Easier
Workers love the new system, finding it easier and more convenient to use. They’ve undone burdensome processes that built up over the years, which was causing an overload of administrative work. Employees now feel free to think more creatively and focus on strategic initiatives.

Happier Workers
Team members have gained clearer visibility and control over their schedules. “We really wanted to empower people to take control of their own information,” says Dana Edwards, Sr. Leader of People & Culture Operations at ATB Financial.

Accurate Reporting
Managers trust the quality of data coming in from employees, saving a significant amount of time they previously spent manually finding and fixing errors. Employees can proactively plan and communicate around their schedules with ease.

Improved Company Culture
Employee satisfaction has improved as the workplace is easier to navigate on a day-to-day basis. Managers manage with less frustration, and the mobile workforce has greater clarity on their work. With fewer bottlenecks, workers achieve their goals faster.

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See It in Action

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