Best Practices for Fusion HCM Cloud Implementation

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 2

The following is intended to outline our general product direction. It is

intended for information purposes only, and may not be incorporated

into any contract. It is not a commitment to deliver any material, code,

or functionality, and should not be relied upon in making purchasing

decisions. The development, release, and timing of any features or

functionality described for Oracle’s products remains at the sole

discretion of Oracle.

Best Practices Fusion HCM Cloud Implementation

Best Practices for Fusion HCM Cloud Implementation Review

Examples of Customer Implementation and Incorporating Best

Practices

Q & A

Agenda

Best Practices for Fusion HCM Cloud Implementation Review

Content

Tools/Solutions

Programs/Services (From HCM Center of Excellence)

Best Practice Framework Methodology, Tools, Content and Services

• Establish Project Scope, Objectives, & Approach

• Finalize Project Plan and Key Milestones and Deliverables

• Conduct Fusion SaaS Overview and HCM Foundational Workshop(s)

• Perform Security, Integration & Data Workshops

• Conduct OOTB Business Process Walkthroughs

• Perform Delivered Content Reviews and Mapping

• Create Enterprise Structures and Functional Setups

• Import Demographic/Indicative Data, and Transaction History

• Configure OOTB Security, Approvals, Notifications, Reports & Integrations

• Conduct Functional Review and Validation Test – CRP 1 &2

• Map delivered Business Process Models to high priority processes

• Estimate Complex Migrations, Integrations, Extensions & Reports

• Develop, Test and Deploy Complex Integrations

• Migrate Critical Historical Data

• Develop, Test and Deploy High Priority Extensions

• Develop, Test and Deploy Critical Custom Reports

• Conduct Technical Review and Validation Test – CRP 3 & 4

• Assess Solution Completeness

• Validate Production Environment Configuration

• Migrate Functional Setups from Test to Production

• Migrate/Configure Security and OOTB Reports & Integrations

• Perform end-to-end System Integration Test (SIT)

• Conduct final OOTB Solution Review and Validation

• Assess OOTB Solution Readiness

• Obtain Final Cut-over Approvals

• Conduct end-user Training

• Perform User Acceptance

• Assess Operational Readiness

• Go Live!

Plan Design Extend Build Deploy

Discover Evaluate Acquire Implement Use Optimize

Service

Activated Go Live!

Best Practice Business Processes

Oracle Fusion Applications are based on Business

Process Models Notations (BPMNs) that are

presented in a five-level hierarchy from conceptual

view to application specific view.

Levels of business process hierarchy as depicted

in BPMNs are:

– Industry: L0

– Business process area: L1

– Business process: L2

– Activity: L3

– Task: L4

Fusion HCM BPMN Diagrams are categorized into

three Business Processes (L2) :

– 20 - Workforce Deployment

– 21 - Workforce Development

– 22 - Compensation Management

Business Process Model Library

Best Practice Setup Content

Best-practice, real-world content available to customers and partners for the purpose of: – Speeding up implementations

– Improving implementation accuracy

– Delivering “food for thought” for customers re-examining their HCM business practices

Content is defined through facilitated workshops with implementation partners

Available Setup Content to Speed Up Implementation

© 2012 Oracle Corporation

Talent Management

• Goals

• Questions

• Rating Models

• Document Types

• Performance Templates

• Competencies

• Degrees

• Education levels

• License/Certifications

• Memberships

• Educational Institutions

Global HR

• Checklist Category

• Responsibility Types

• Checklist Templates

• Absence Category

• Absence Element

• Absence Type

• Accrual Category

• Accrual Plans

• Work Shifts

• Workday Patterns

• Work Schedules

• Action Reasons

Benefits

• Life Events

• Options

• Derived Factors

• Plan Types

• Regulations

• Eligibility Profiles

• Benefits Plans

• Benefits Programs

• Benefit Rates

• Plan Coverage

Compensation

• Eligibility Profile

• Individual Comp Plans

• Workforce Compensation Plans

US Payroll

• Elements – Earnings, Deductions, Employer Liabilities

• Global Values

• Balances

• Element Links & Costing

Best Practice Setup Content Screenshot (Hosted on Beehive Online)

Available to customers and

partners. Needs Library Card.

Login to Oracle Beehive Online

Folder and click on “Release 5

- Best Practices Reference

Library” on Wiki Home : https://beehiveonline.oracle.com/te

amcollab/overview/HCM_Data_Co

nversion_Reference_Library_Work

space

Best Practice Tools Support Rapid Implementation

Standard Rapid Implementation Tools

Create Initial

Enterprise Structures

e.g. Legal Entity,

etc...

1

Enterprise Structure

Configurator

Create Functional

Setups

e.g. Job Codes,

Benefit Plans

2

HCM Spreadsheet

Loader

HCM File Loader

Specialized

Solutions

Import

Demographic and

Indicative Data

e.g. Employees

3

HCM Spreadsheet

Loader

HCM File Loader

Import onetime

transaction history

e.g. Salary changes,

performance reviews

4

HCM File Loader

Specialized

Solutions

Migrate Functional

Setups & Other

Configurations from

Test to Production

5

Functional Setup

Manager

Specialized

Migration Tools

Plan Design Extend Build Deploy

Best Practice Environments Usage

Production •Use should be restricted to production activities

Test

•Focus should be applying/testing configurations and data prior to putting them into production.

Additional Environment

•Additional environments may be purchased for other activities (e.g. training / familiarization, etc.)

Provisioned SaaS Environments

Several factors contribute to

recommending Environment Management

Strategy

– SaaS Service Level Objectives and

Service Entitlements

– Current service capabilities

– Customer project lifecycle: initial

implementation vs. subsequent

– Coexistence customer or Fusion as

system-of-record

– Customer size and complexity

Learn More :

Refer to article Managing Fusion HCM Cloud Service

Environments ( Doc Id : 1537461.1) on My Oracle Support

for details of the guidance on managing your Production

and Test environments

Best Practice Environments Usage

• Migrates setup and other configurations from Test to Production if not using File Based Loader

• Typically performed after User Acceptance Testing is completed

T2P

Test to Production

• Migrates data from Production to Test typically after go-live and/or in preparation of post-production enhancements

• Test Users need to be recreated

• Production and Test environments must be identically patched

• Performed via Service Request on My Oracle Support

P2T

Production to Test

Migration Tools

For more information :

See article Managing Fusion HCM Cloud Service Environments ( Doc Id : 1537461.1) on My Oracle Support (https://support.oracle.com)

Examples of Customer

Implementations and

Incorporating Best

Practices

Reasons Why HCM SaaS Projects Fail

• Lack of Qualified Resources (Partner & Customer)

• Using a Traditional Methodology for a SaaS Implementation

• Poor Project Management Practices – Change Management, Planning

Scheduling, Managing, Prioritization, Risk Mgt

• Don’t Understand Oracle SaaS

What we have seen in the CoE

Staff the Project with

Qualified Resources

Staff the Project with Qualified Resources

• Understand the lineage of Fusion HCM with PeopleSoft, E-Business Suite

– PeopleSoft -> Fusion Global HR, Talent

– E-Business Suite -> Fusion Compensation, Payroll

• Leverage Oracle Education resources (free, paid) to train/skill-up your

resources and customers

• Follow Train-the-trainer strategy to build competence

• Share learning and best practices from one project to the other

• Participate in ongoing Fusion Live webinars and Community Forums

Best Practices

Customer is equally responsible for the outcome of the project. Ensure that Customer staff are trained and involved

Implementation partner

staffed the project with an

assumption that consultants

with PeopleSoft experience

are adequate to implement

Fusion HCM SaaS.

HCM CoE provided

extensive workshops and

active guidance to save the

account.

Project was late in going

Live

Still on the WATCH list

with open issues

Challenge Solution Result

Case Study North American Real Estate Service Company

Implement SaaS with

SaaS Methodology

Implement SaaS with SaaS Methodology Best Practices

• Fit customer’s business processes to the system not the opposite.

• Follow Iterative deployment approach - Deploy & Evolve

• Identify areas that need customer’s business process change or system extensions ASAP

• Understand and adopt SaaS Implementation Framework

• Use Setup content to configure Global HR, Talent, Benefits, Compensation, Payroll

• Leverage implementation wizards, tools and extensibility framework

Customer wanted to adopt

Oracle SaaS-based platform

to automate its manual

processes for

compensation, payroll and

benefits.

• Implemented Fusion

Global HR, Payroll, Talent

Mgmt

• Leveraged Oracle’s best

practice setup content

and tools effectively

Able to Go Live with

multiple modules on

schedule and budget

Challenge Solution Result

Case Study North America based System Integrator (Self)

Customer wanted a career

grade enterprise solution to

manage its talent across all

stores in eight countries

• Implemented Fusion

Talent Mgmt on Cloud

• Adopted Fusion HCM’s

best practices out-of-the-

box; No extensions

• Followed Deploy & Evolve

implementation approach

Deployed and rolled out

the solution to all stores

in record time

Benefitted significantly

by adopting OOTB

business practice of

HCM SaaS

Challenge Solution Result

A Multi-channel Retail group Case Study

Apply Project

Management Basics

Apply Project Management Basics Best Practices

• Make the customer own the overall HCM adoption plan and you

manage the implementation project

• Be realistic with Project timeline; Factor in time for training,

patching, reviews, user testing, etc.

• Identify critical activities/path during project planning stage.

Manage these activities more closely

• Establish effective Change Management and Governance

process

• Plan for building prototypes for high impact integrations,

conversions and extensions. Identify potential pitfalls much in advance

Apply Project Management Basics Best Practices

• ‘Critical to success’ vs ‘Nice to have’ – prioritization is key as

it may not be possible to resolve all SRs within timeframe

• Ensure you plan with suitable contingency time, resource

and budget

• Ensure you have an extended support model in place to

support Go Live and stabilization

• Train Customer progressively to take up the responsibilities

post Stabilization

• Deploy a Strong Project Lead with both HR and technical

knowledge who can make decisions quickly and effectively

Implementer executed the

project without active

involvement of customer.

Customer had challenges in

supporting the system after

production cut-over

HCM CoE got involved and

conducted several

knowledge transfer

workshops

Day-to-day operations

got impacted

Subsequent rollouts got

delayed

Still on the WATCH list

with open issues

Challenge Solution Result

Case Study North America Based Health and Wellness Company

Customer needed to

transform HR service

delivery globally to improve

management visibility and

employee accountability

for knowledge, skills and

accomplishments.

• Implemented Oracle HCM

Cloud services

• Formed a long-term

partnership with trusted

System Integrator

• Instituted a robust

Change management and

governance process

Produced a “fresh start”

for HR and employees

Empowered process

ensured continuous

improvement

Enhanced workforce

accountability and

involvement at all levels

of the organization

Challenge Solution Result

Case Study Pensions, Insurance, Savings and Investments Company

Know How to Work with

Oracle SaaS

Know How to Work with Oracle SaaS Best Practices

• Understand how to leverage My Oracle Support

resources and best practices for finding a solution

• Know the activities Oracle Operations performs and how

to request (if required)

• Familiarize with Oracle SaaS’s patching and upgrade

process

• Leverage HCM Center of Excellence (CoE) to attain

implementation success. Understand CoE engagement

model and CoE service offerings that you can avail

Three-Way Partnership to Ensure Implementation Success

People – Leverage Partners, Support,

Education services and Communities. They are

all here to ensure your success

Process – Understand and adopt Best

practices of implementation, support and

operations

Resources – Get Familiar with Best practices

guidelines, Content, Tools, Education resources

Leverage People, Processes and Resources

Plan Design Extend Build Deploy

Q & A