Welcome to BBSI, thanks so much for your interest in learning more about us. My name is Leslie Perry, I've worked with BBSI at our Santa Ana location. I've been with the company for over 26 years and today we're going to learn a little bit about what BBSI does and how we do it. What my role normally does is get to know business owners, find out where their passion lies, what's interesting to them, where they want to take their business, what they'd like to do with their team, and we help them to achieve their goals and everything that we do is about business owner advocacy, and how we help business owners to get to where they want to go. Here's what we're going to cover today in our agenda, who we are, how we impact your business, what makes us different, your dedicated business unit team, and next steps. So let's talk a little bit about who BBSI is. BBSI is a professional employer organization and how we work with somebody is we get to know the business owner and through getting to know the business owner and what it is that they want to achieve. We utilize our tools to help them reach those goals. So our tools are things like organizational development, the training and development of leadership teams, human resources, best practices, safety and risk services, process improvement, and of course, we cover workers' compensation and claims handling and offer payroll services. In some locations, we also offer what we would call talent acquisition or recruiting services. We work with over 7500 customers in every type of business, you can imagine, usually, 100 or less employees, although we have other clients with 300 or 500 employees and it's everything from production, manufacturing, construction, anything in the trades, clerical IT, so any kind of business you can imagine, been around since 1951. We're publicly traded on the NASDAQ under the ticker symbol BBSI and we have 56 offices nationwide. Really working with BBSI means that it's all about you and we want answers to some of the big questions, so what we're trying to do is just get to know you and what's important to you. So we want to learn about your background and how you started your business, why you're in business, where you want to head in the future, really getting to know you so that we can cater our services, so they're meaningful to you. Everything is about business owner advocacy, and how we can help the business owner to achieve their goals. Over the last 50 years, we've evolved into one of the country's most prominent professional employer organizations. I think the neat thing about PEOs is that they can provide resources to small to medium-sized businesses that those businesses would not normally be able to afford. And those services are things such as organizational development and cultural alignment, process improvement, HR, best practices, risk and safety services, all of the things that help employers to grow their business and to protect their business. We're not your typical PEO in that we're not an 800 number, or you get a different person, every time you call, we actually have dedicated teams and we believe in being near our customers so that we can actually show up and help you walk through things that maybe are tougher to walk through or times when you need to go arm and arm with somebody. We have a philosophy that we have to actually physically see our clients and so when we're engaging with our clients, and really getting to know them, and what's important to them, we're there for them through anything that they could possibly go through. We did a survey several years ago and as clients were giving us feedback, the main thing that we saw over and over again, is that we help business owners to sleep better at night and I think that's an important piece of it because that's really what we do. We're trying to help them to grow and protect their business. So here's what one of our clients had to say about BBSI. BBSI is very good at holding up a mirror, they helped me to see what's missing in my business and what I need to work on. They also remind me of all the positive things I'm doing. Running a business is hard, and they've been my cheerleader when I needed it. They truly understand the mindset of a business owner and that's not something I found with any other company or consultant. So what have you heard about PEOs? if you've heard anything that sounded concerning, it might have been something like we're going to lose control over our employees. That's something we've heard from time to time and really, we don't know how to manage your employees, they're your employees. We're just there to help you navigate through some of the tougher stuff when it comes up regarding human resources issues or employee relations issues, things like that. Another thing we've heard is that PEOs don't reduce HR costs and in my opinion, our job is to help actually protect clients. So we're not going to tell you what to do. We're going to give you all the options, talk about the pros and cons and you'll make the decisions. We've also heard things like my business is too small to benefit from a PEO and I would say actually that the smaller the business, probably the more you would benefit even because every business that is under 100 employees or 150 employees, it's difficult to employ genuine HR professionals or genuine safety and risk professionals. So our professionals are able to help companies in ways that maybe they've never been introduced to. Perhaps one of the things that you've heard about working with a PEO is that businesses will lose their experience modification rating or claim data by joining a PEO and that's not accurate. BBSI files all the information with the WCRB or the local government agencies that are necessary and you don't lose your experience modification rating, you actually keep it and you can have your claim data sent to you where it's just your claim data. So let's talk a little bit about the BBSI business unit. This is a group of individuals that is focused on supporting your business and the business owner and that includes your business partner who leads the team, your HR consultant, your risk consultant, and data analysts who oversees payroll, and in some BBSI offices, we have the recruiting specialists, and your BBSI team is dedicated to you. This is a team of professionals that when you call in, you're going to have their cell phone numbers and the office number and they're going to be the folks that service your account from beginning to end. Let's talk a little bit about the business team that supports your business. We've got the business partner, who usually has been a business owner themselves, always with employees, perhaps sold successfully, or perhaps has been a coach of business owners in the past. Barry's job is to get to know the business owner, where it is that they're headed in the future, exactly how they want to get there. Do they want a sellable asset, passing the business along to adult children, maybe just having a thriving business? Barry's going to ask you questions to really get to know you and where you want to head in the future and then he's going to help the business unit team at BBSI to understand where you want to go and help get you there. He's going to help write the blueprint for your business or your plan of action with the steps that we need to take so that we can get you to where you want to go. So typical questions that Barry might ask you are things about, you know, who is your management team and what are their roles and responsibilities? How do they support you? They will ask about your business revenue and different lines of business and how you make money and how you make profit and then how do we help you to focus on the areas that are important to you, most business owners are wearing so many hats and doing so many different things, it can sometimes not be that much fun for them and so what we're trying to do is help them stay focused on what it is that they really love doing, and then empower and maybe even help coach and train the rest of their team. So they can take over those duties that maybe are less revenue-producing or not where the owner wants to spend their time. And then you have your HR consultant, our HR consultants are there to learn about what your policies and procedures have been in the past, what's working well, how do you actually hire people? How do you motivate and train people? How do you keep your talent? What it is that special or unique about your culture and what kind of culture do you want to create for the future? Business owners are typically fairly reactive in the Human Resources area because problems or issues arise, and you may or may not know how to deal with it and so our HR consultants are there to walk you through any of those sticky situations and they can absolutely help you with the tactical or reactive employee relations issues or anything else that comes up for you. But more importantly, we really want to get to what it is that you want for the future and how do we actually co-create a kind of future that you want for your culture and for your teams? And how do we develop your teams to look at the business the way that you look at your business, so they can actually help you get to where you want to go. We also have our safety and risk professionals, they're going to be able to walk into your site, see all of the physical risks, but also talk with you about employee development and training and make sure that any compliance issues are handled. He's going to help you develop your illness injury prevention program, your code of safe practices, your hazard communication policies, and he's also going to want to identify a safety champion or a leader at your site that he can work with so that they can help train and develop the employees to watch out for one another. We want everyone going home with all their fingers and toes, so how do we make sure that everybody is well cared for and that they're watching out for each other, and that all of the laws and regulations are complied with? Your payroll consultant or your data analyst is there to help you take a look at all of your processes and procedures in the payroll administration area, help you to streamline those processes and procedures, and they're available to train the business owners and your administrative staff or your payroll manager to help manage payroll more efficiently. In addition, they're going to be able to help understand what it is that's important to you with regard to your payroll administration and your customized reports and then create those things for you utilizing the myBBSI system. So that together, you have everything that you need for all of your GLs or your P&L, and that you've got everything streamlined so that it is a seamless process for you. In some BBSI offices, we have the recruiting specialists. That person is there to get to know what your talent acquisition needs are, and then help you to find and retain the best talent possible for your positions. So let's talk about our onboarding process and how easy it is. The first meeting is called the discovery meeting and that's a time where we learn the business owner's story, what's important to them, and where they're headed in the future. We talk a little bit about BBSI services and then we talk about what a collaboration would look like, how it would work on both sides, making sure that we would be able to meet all of your team's expectations, and what are all the processes and procedures that we would need to iron out so that we can get started in a seamless manner and then we talk about what does a pricing proposal look like. After the business analysis, a prospect gets an actual proposal in writing, we sit down and walk through what's a little bit of the game plan for the next few months and we actually give you pricing. After all of the sales paperwork is signed, and we know that we're getting started together with one another, then we go into what's called the implementation or orientation phase and that's where the BBSI payroll system myBBSI is rolled out, and where we help you with your new hire packets with any of the tactical HR to get started. After we've done implementation, and we've run the first payroll and payroll has gone perfectly, we'll get started with the next step, which is actually conducting our deep dive. It's where we ask a business owner to come off-site with us and we spend a few hours really diving deeply into what made your business what it is today, and where do you want to head in the future. And through this facilitated process, we really get to know what parts and pieces of the business are working really, really well and what parts and pieces would the business owner like to see some changes in, and we then from there create from that conversation a blueprint and the blueprint is a plan of action that helps us to understand what are our next steps to help the business owner get to where they want to go. Oftentimes, business owners have so much knowledge and information in their mind, but they've never necessarily had anybody interested in taking the time to get it out all onto paper. In our case, we usually write it up on our writable walls and we describe exactly how are we going to move into the future and then we create that game plan or that blueprint that maps out how we will move forward together. We've reviewed a lot of things today, so let's just go ahead and recap what we've talked about. The key areas where BBSI is trying to be of assistance to you first and foremost is how do we help you to grow and protect your business? Our job as your local team of professionals is to make sure that we are helping you to attain your goals. We want to help you with efficiencies, creating those efficiencies, making sure that you're protected, that you have less risk, and that we have helped you to achieve anything that's important to you so that you can focus on what's most important, which is getting your business to the future. Hopefully, we have created some curiosity within you so that you would want to meet us, we'd love to meet you. So please reach out to your BBSI branch in your local area. To find the location nearest to you please go to BBSI.com and look under locations. Let's have a discovery meeting so that we can get to know you, what's important to you, where you want to head in the future, and let's see if BBSI can help you attain your desired future state.
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