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Personnel and Transfer Management (PTM) - PowerPoint PPT Presentation

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Personnel and Transfer Management (PTM). Problems with Current Situation. FOR PERSONNEL BEING TRANSFERRED Lack of automation in the transfer process leads to inefficiency Stress on the person and family being moved

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Presentation Transcript

Problems with Current Situation


  • Lack of automation in the transfer process leads to inefficiency

  • Stress on the person and family being moved

  • Lack of productivity upon arrival at new post given activities to complete that could have been started earlier

  • Lack of information available about the new post: housing options, schools, services


  • The process of moving people from location to location is highly administrative and takes too long

  • Easy visibility into staffing levels may not exist

  • Understanding progress on transfer readiness is difficult to observe

  • Enforcing accountability on instructions communicated to personnel is difficult

    • All of these inefficiencies result in losses to productivity and time that should be spent on mission critical objectives!

Our ptm solution concept
Our PTM Solution Concept

OUR GOAL: Providing greater quality of mission by enhancing

efficiency, transparency, and accountability

to personnel and transfer management procedures

  • Enhanced automation of the transfer management process to promote efficiency and accountability

  • Empower personnel to understand current status of the transfer process and access to relevant information on the new post to reduce stress and enhance productivity

  • Real-time visibility into status of staffing objectives and staffing readiness to provide quicker decision making ability

  • Improvement of targeted communication capabilities for management and enhanced accountability on instructions for personnel

  • Ability to add additional management workflows that are of great need to you

Key solution elements
Key Solution Elements

  • Personnel Transfer Record

  • A comprehensive record that tracks key information related to an person’s transfer (dates, family members, housing needs, etc.)

  • Can be referenced by admin support and management for updates

  • Transfer Portal

  • Provides visibility to the person being transferred about the new post, transfer requirements, and the ability to communicate with other transfer stakeholders, including other people being transferred

  • Can be enhanced with communication capabilities like voice and IM

  • Manning and Deployable Assets Dashboard

  • Insights for management about current staffing levels and transfer status

  • Tying transfer record to this dashboard allows for any updates to be visualized in real time – not days or weeks later once information is processed

Technical Foundation

To organize and create the workflows that support transfer and personnel management tasks

Provides a portal of visibility for people being transferred into transfer activities relevant information about their new post

Organize and support the data that is being exposed through Dynamics, SharePoint, and Outlook

Assists leadership with efficient, accountable communications and task advancement

  • Use of these platforms and tools allows for flexibility to add additional management workflows over time, rather than working yet another third-party application into your environment

  • Reduce development costs by configuring established workflows rather than building from scratch

  • Using these tools to facilitate enterprise-critical workflows increases your ROI on these investments

  • Native Outlook interface is familiar and reduced both training and time-to-adoption

Next steps
Next Steps

  • Schedule a demo and discussion with you Microsoft representative

  • Define key configurations desired for the solution through an Architecture and Design Session

  • Discuss your solution enablement options

    • Use of the Microsoft Services Public Sector Solutions Center

    • Development on-site at your location

    • Use of Microsoft Application Lifecycle Management Services and best practices

  • Determine development strategy

    • Proof of Concept or First Stage with limited core functionality

    • Larger development effort to encompass more features and functionality

Contact Us

[email protected]