Fixed Scope Offering for Implementation of

Oracle Fusion HCM

Oracle Fusion Talent Management

Index

• Overview

• Business Objectives

• Fixed Scope Offerings (FSO)

• Implementation Scope

• Implementation Approach

• Assumptions

• Responsibilities

• Additional Services

• Why Ejada?

• Q & A

1

Overview

2

Overview

The Fusion Applications FSO is designed for customers who want to get up and running with Fusion Applications quickly and efficiently:

Setup and deployment of an agreed set of Fusion modules for the purchased Fusion application each having a specific scope:

• Defined data loads

• Set of functional process flows

• Parameters for extensibility

Fully provisioned and working production instance, ready to use in weeks rather than months

Implemented using Oracle’s Rapid Implementation Methodology for faster deployment, by using a predefined approach to make the best use of the application’s native features and functions

Business Objectives

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Business Objectives

Human Capital Management • Increase productivity and quality

• Efficient and Effective User Experience

• Make decisions and take actions, all from a single role-based screen

• Increase productivity by giving the workforce the ability to connect to peers, find mentors, and locate resources

• Provide end-to-end lifecycle management for all workforce related processes without IT intervention

• Manage Global Data in a Single Integrated Solution

• Administer best practices while, analysing and reporting from a global perspective

Business Objectives

Talent Management • Improve productivity by having a single point of interaction to HR, line

managers and employees

• Increase process adoption through a delivered framework and best practices

• Promote business flexibility by providing tools to manage and optimize business processes

• Cut operational costs increasing effectiveness and efficiency

• Ensure compliance through guided tasks while retaining the required approvals

• Provide individuals with visibility into organizational goals to provide context when they create their own goals

• Enable leaders and employees to more effectively align performance goals with organization goals

• Let leaders track progress on organizational and performance goals

Fixed Scope Offerings (FSO)

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Fixed Scope Offerings (FSO)

• Out of the Box

• Best (Leading) Practice

• Customers that prefer rapid time

• Fixed Cost

• Pre-approved scope and effort

• FSO acts as a baseline Fixed scope approach for quick

activation of ‘essential’ functionality

Delivery of a fully provisioned and

working system in a rapid

timeframe

Fixed Scope Offerings – Benefits

• Key Features Rapid activation of service Configuration of defined scope Fully provisioned & working system

• Key Benefits

Faster Deployment – ‘essential’ functions Lower costs – faster time to value

Implementation Scope

10

Talent Management

• Talent Base • Goal Management • Performance Management • Talent Review

HCM Base

Implementation Scope

HCM

14 Weeks

Talent Management

14 Weeks

Fusion Global HCM

HCM Offerings

• Human Capital Management

Base

Talent Management Offerings

• Global Talent Management

• Talent Base

• Goal Management

• Performance Management

• Talent Review

Modularized for Transparency and Value

Implementation Scope

Fusion Global HCM

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Fusion Global HCM – Base

Processes

• Add Person

• Enable Worker

• Promote Worker

• Transfer Worker

• Terminate Worker

• Report on Personal Data

• Manage Employment Information

• Manage Personal Information

Scope

• 1 Language, 1 Currency

• 1 Country, 1 Enterprise

• Up to 2 Legal Entities, 2 Legislative Data Groups, 2 Business Units

• 1 Reference Data Set

• Up to 4 security roles

Scope Description 1 of 5 – Personnel Administration

Fusion Global HCM – Base

Processes

• Manage Social Profile

• Manage Social Groups

• Manage Connections

Scope

• Social Networking: Social Profiles, Social Groups and Connections

• Portrait Gallery: Gallery Messages, Portrait Settings and Process Constraints

• Person Gallery tabular functionality: Person Gallery, Organizational Chart, My Portrait

• WebCenter Spaces, PeopleConnection and Tag Services

Scope Description 2 of 5 – Social Network (Network@Work)

Fusion Global HCM – Base

Processes

• Manage Talent Profiles

Scope

• Profile Management Business Process Flows

• Profile Management Notifications and Approvals

• Profile Types, Content Types and Rating Models for each

• 1 List of Educational Establishments

• Up to 3 Rating Models for Content Items

• Lookup values and competency evaluation types

• 1 Person profile, 1 Job profile, 1 Position profile

• Profile Identities / Associations for up to 10 Job Codes or Positions

• Up to 50 specific Competencies, 50 Degree Types, 10 Educational Levels, 10 Memberships, 10 Licenses or Certifications

• Search and Compare functionalities (Person to Job, Job to Person, Person to Person)

Scope Description 3 of 5 – Profile Management

Fusion Global HCM – Base

Processes

• Maintain Absence Enrollment

• Manage Absence Processing

• Schedule & Record Absences

• Report & Analyze Absence Data

Scope

• 1 Accrual Plan for Annual Leave based on Length of Service

• Absence Types and Absence Reasons

• Up to 3 Absence formulas

Scope Description 4 of 5 – Absence Management

Fusion Global HCM – Base

Scope

• Data to be provided in Ejada templates

• Data cleansing / extraction is client responsibility

• Data migration will be done for 1 list per subject (Employees data, Assignments, Departments, Jobs, Locations)

• Data migration will be done once per environment with maximum 2 environments (Development, Production)

• Scope of data migration is limited to master data and opening balances. Historical data is out of scope

Scope Description 5 of 5 – Data Migration

Implementation Scope

Fusion Talent Management

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Fusion Talent Management – Base

Person Gallery

• Portrait Gallery:

Gallery Messages, Portrait Settings and Process Constraints

• Person Gallery tabular functionality:

Person Gallery, Organizational Chart, My Portrait

• Person Gallery “Action” menu integration and transactional capabilities

Social Networking

• Social Profiles: Descriptive Information, Bookmarks, Message Board, Kudos and Activity Streams

• Social Groups: Business Process Linkage, Participant and Administrative Management

• Connections: Administrative management of participant invites, acceptance or rejection

Security / Technical

• Security administrative roles and duties for above setup

• WebCenter Spaces, PeopleConnection and Tag Services

Scope Description – Person Gallery, Social Networking, Security

Fusion Talent Mgmt – Goals

Scope

• 2 Goal Plans, 5 Goals per Goal Plan, 5 Target Outcomes per Goal

• 2 Goal Templates

• 2 Eligibility Profiles

• 1 Goal Library

• Goal Types

• Mass Goal Plan creation configured as default

• Enable the process flow with Oracle Fusion Performance Management (If exist)

• Enable the pre-configured security roles

• Goal Management Business Process Flow

• Goal Related Notifications and Approvals

• Goal Management related Notifications and Approvals

Scope Description – Fusion Goal Management Cloud Service

Fusion Talent Mgmt – Performance

Processes

• Establish Workers Goals

• Evaluate Workers Performance

• Manage Individual Development Plan

• Manage Goals

• Manage Performance Improvement Plan

• Analyze Workforce Development Performance

Scope Description 1 of 2 – Performance Management Cloud Service

Fusion Talent Mgmt – Performance

Scope

• Performance Management Business Process Flow

• Performance Management Notifications and Approvals

• 1 Questionnaire

• 2 Eligibility profiles

• Up to 5 Questions on the Performance Template

• Performance Document Types

• 2 Performance Review Templates

• Up to 5 Performance Review Template Sections with up to 15 items per section

• Up to 3 Rating Models

• Section Weighting and Calculation Rules

• Enable the process flow with Oracle Fusion Goal Management and Workforce Compensation (If exist)

• The following data, as configured in your Fusion Human Resources environment, will be integrated with the Fusion Performance Management processes and templates as appropriate; Job Codes, Job Profiles, Positions, Salary Grades

• Enable pre-configured security roles

Scope Description 2 of 2 – Performance Management Cloud Service

Fusion Talent Mgmt – Talent Review

Scope

• Talent Management Notifications and Approvals

• 1 Talent Review Template:

‐ Review Grid Codes, Labels and Colors

‐ Rating Models and Talent Score Labels

• Analytic Layer Options

• Detail-On-Demand Options

• Filter, Action and Color Code Options

• Restrictions on age, gender, religion for 1 country

• Enable pre-configured security roles

Scope Description – Talent Review Cloud Service

Implementation Key Deliverables

Rapid Phase Key Deliverable Responsible

Plan Project Charter The project charter would include further details of the project mission statement, approach and execution

Ejada & Client

Project Work Plan A plan that describes the high-level tasks and timelines for all project activities

Ejada

Data Loading Templates Ejada will provide the data loading templates in required standard format to be filled by the client

Ejada

Prototype Configured Application An application configured in accordance with the descriptions in the Configuration Workbook

Ejada

Setup Document A document that summarizes the configurations to be provided based on the collected business information

Ejada

Validate Test Plan and Test Scripts Test Scripts for testing the configured functionality in the scope of standard offering. Any further changes to this document will be performed by the Client

Ejada

Training Material Material to support Familiarization sessions on tools for ongoing customers use (Reports, Personalization, System Administration)

Ejada

Configuration Workbook Details of how the solution is configured Ejada

Transition Validated Solution on Production Configured Solution , validated for go live use Ejada & Client

Implementation Approach

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Implementation Approach

The FSO is based on Oracle’s Rapid Implementation Approach, which has an efficient approach to SaaS implementation

• An easy-to-follow framework of activities allows efficient, step-by-step projects

• Short, well-structured implementation cycles

• Iterative configuration

• A Fit-Gap approach is used, based on Fusion standard functionality. Best practice business processes are used and customizations are avoided

Implementation Activities

Conduct Kick-off Meeting

Schedule Workshops

Conduct Integration and Data Load workshops

Gather Setup Information

Conduct Implementation Checkpoint

Perform Setup

Conduct Workshops & Prototype Configuration

Capture & Prioritize Changes

Conduct Implementation Checkpoint

Load, Reconcile & Validate Data Loads

Update Business Processes and Validation Cases

Conduct End-to-End Review

Migrate Configuration to Production

Manage Transition to Steady-state Operations

Load, Reconcile & Validate Data Loads in Production

Conduct Implementation Checkpoint

Begin system use

Prepare Training Material Verify Production &

Operational Readiness

Apply & Validate Setup Changes

Final Validation Review with Users & Stakeholders

Review In-Scope High-Level Business Processes Plan for Next Release

Post Go-Live Support

Shared responsibility

Client responsibility

Ejada

responsibility

Create Detailed Release Plan

Plan Prototype Validate Transition Sustain

Prepare Integration Details

Conduct Train-the-Trainer Workshops

Apply & Validate Extensible Items

Implement & Validate Integrations

Load & Validate Data

Populate Data Load Templates

Project Management

Implementation High Level Plan

Plan W1 Prototype W3 Validate W8 Transition W11 Sustain W13

Fusion HCM Base (14 Weeks)

Implementation High Level Plan

Plan W1 Prototype W3 Validate W8 Transition W11 Sustain W13

Fusion Talent Manamegement (14 Weeks)

Assumptions

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Key Assumptions

The standard FSO implementation is based on the following key assumptions:

• Oracle’s OUM for Cloud Implementation Approach will be used for the implementation

• The implementation is based on the Cloud deployment model, hosted at Oracle

• Standard and predefined product setup will be used except as noted in scope sections

• Any changes to scope or implementation variables will be handled through the project change control process

Key Assumptions – Continued

• Single language, single currency, single country

• All development and documentation in English

• No Customization, only custom configuration within the standard system

• System testing will be limited to only those items included in this scope of work.

• Application bug repairs is Oracle responsibility and not included in estimates

Key Assumptions – Continued

Out of Scope

• Single sign-on solution

• Label changes

• Performance Testing

Implementation Assumptions

Activity Assumption

Go-Live Support 2 Weeks Go-Live Support

Data Migration • Client provides data in Ejada templates • Data Conversion or extract services for current

systems is not included in scope of current project Training • Train the Trainer Training is provided (not full end

user training) • Training is assumed to be one workshop per

application, for up to 10 attendees Change Management Not included in scope of current project

Interfaces Not included in scope of current project

Administration Guide Not included in scope of current project

Additional Requirements Ejada delivery for additional requirements out of this fixed scope offering are subject to extra time and cost and can be assessed and planned for future releases

Responsibilities

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• Client Project Sponsor

Client Project Sponsor should be assigned with sufficient

authority to decide/solve issues addressed by the project

management team to drive the project to mission goals

• Steering Committee

Project steering committee will comprise members of client

senior management. This committee functions as the highest decision-maker for the project. As such, it represents business management ownership of the project, and is responsible for ensuring that the project delivers its goals and benefits

• Client Project Manager

Client Project Manager will be the single point of contact for Ejada team for inputs

from Client. He will be responsible for coordinating with client stakeholders and organize all the logistics for successful delivery of the project. He will work jointly with Ejada Project Manager to coordinate day to day project tasks and activities

Project Team Structure - Client

• Ejada Project Manager

Ejada Project Manager shall be the single point of contact for

the client for any issues relating to the delivery of services. He shall be responsible for the day-to-day Ejada implementation activities. He will manage Ejada resources on the project and keep the Steering Committee appraised of the progress. Ejada consultants will report to Ejada Project Manager

• Ejada Functional Consultant

Ejada Functional Consultant is product and implementation

expert in his specific functional areas. He has skills and expertise in Taleo implementation and also have understanding of business process. He will work with client team as “one team” to achieve success for this project and to understand and configure Taleo to meet client business requirements

Project Team Structure - Ejada

• Finalize License Agreements with Oracle

• Get environment ready from Oracle prior to implementation start

• Arrange project sponsor and steering committee

• Assign project manager to lead client efforts

• Business Process owners are available for the project

• Perform assigned project tasks according to project plan

• Process standardization should be ready prior to implementation

• Decisions and feedbacks will be given without unnecessary delay

• Provide deliverables sign off within agreed time frame

• Provide project work rooms and related furnishings/equipments

• Ejada will have access to the client key users and project team throughout the

project lifecycle to complete the project on time

• Accept that part of the work performed by Ejada Consulting will not be on-site

Client Responsibilities

Additional Services

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Additional services provided by Innova outside FSO will be subject to scoping and tailored implementation:

• Integration with legacy applications

• Historical data upload

• Development of custom reports and BI objects

• UI Personalization

• Custom application roles setup

• On-demand Training

• Implementation services for future version releases

• Implementation services for additional Fusion HCM modules

• Post-implementation support

Additional Services

Additional requirements out of this fixed scope offering are subject to extra time and cost

Why Ejada ?

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• Have 360 Degree implementation capabilities (ERP,

Integration…etc)

• Highly qualified, skilled, and certified resources

• Presence in the region

• Partnerships with worldwide class top companies

• Comprehensive system integration solutions

• Solid record of success implementations in wide industries

• Committed to Saudi Market

Why Ejada?

Questions & Answers

Thank You …