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© 2017 Cognizant © 2017 Cognizant

October 4, 2017

Time Is On My Side:How Oracle HCM Cloud Reduced Citizens Bank’s Time to HireShikha Panicker, Citizens Bank and Matt Runkle, Cognizant

© 2017 Cognizant 2

Oracle’s Cloud and other technologies play a critical role in supporting your digital transformation initiatives

• We are a long term, award winning Oracle partner.

• A proven leader in digital transformation.

• More than 200 successful projects using the Oracle Cloud.

• We have the end-to-end, best practice services, backed by deep industry expertise needed to deliver successful solutions for our clients across: Oracle HCM, ERP, SCM, CX, PaaS and IaaS.

Welcome to OOW ’17 - About Cognizant-KBACE

© 2017 Cognizant 3

Time Is On My Side: How Oracle HCM Cloud Reduced Citizens Bank's Time to HireCitizens Bank has had a clear vision ever since it started on its journey to Oracle HCM Cloud two and a half years ago. Leveraging Oracle Talent Management Cloud has allowed the company to go from manual to automated processes by improving time to hire while allowing new hires to become more productive in less time.

By taking on a phased methodology, the recruiting module fits into this strategy very well. Citizens is now fully live on all the talent modules including compensation, talent review, performance, goals, and recruiting. With time on its side, the company is now in the process of implementing core HR.

In this session hear about the unique roadmap to the cloud, the implementation, benefits gained, and lessons learned.

© 2017 Cognizant 4

Agenda

Project Timelines Q&A

Pre & Post Implementation Scenario Lessons Learned

Project Scope Best Practices

Key Business / Technology Challenges Business and Technology Benefits

Introductions Implementation Approach1 6

3 8

94

72

5 10

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Introductions

© 2017 Cognizant 6

Today’s Presenters

Shikha PanickerHR Delivery Manager

Matt RunkleSenior Consultant

© 2017 Cognizant 7

About Citizens

• One of the oldest and largest financial services firms in the US

• Roots date back to 1828

• Headquartered in Providence, RI

• Offers retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions across 11 states

• 12th largest retail bank in the United States

In November 2015, Citizens Financial Group (NYSE: CFG) became a fully independent publicly-traded company, just over a year after the successful completion of the largest commercial bank initial public offering (IPO) in U.S. history. Citizens now embarks on a new and exciting chapter as we aspire to become a top-performing regional bank.

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Citizens Vision and Credo

Our credo: We perform our best every day so we can do more for our:

Our vision is to deliver the best possible banking experience.

Exceed customer expectations Do the right thing Think long-term Work togetherWe are citizens helping citizens bank better.

CUSTOMERS COLLEAGUES COMMUNITIES SHAREHOLDERS

We strive to always

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Company Overview

260,200+ Talent pool20,000+ Projects

Founded in 1994 (NASDAQ: CTSH)

US Based HQ in Teaneck, NJ

1,255+ Active customers

100+ Global Delivery Centers

Market Cap Over $35Bn

FY 2015 Revenue $12.4B (+21% YoY)

Re-investment Strategy funding CoEsFY 2016 Revenue $13.5B (+8.6%

YoY)

35+ Regional Sales Offices

Regional Offices Development CentersGlobal Project Footprint

Cognizant DifferentiatorsStrategy of

ReinvestmentBorn

GlobalIntegrated

Service ModelFlexible

Business ModelIndustry

AlignmentTalent

Management

Customer Value Associate Value Shareholder Value Customer Centricity – Customer-First culture End to end services partner Global reach “Two-in-a-box” engagement model Reinvestment in relationships, capability enhancement

and industry solutions

Empowered teams - Culture of ownership, value creation & Innovation

Unmatched growth opportunity Preferred employer in Engineering and Business Schools Lowest attrition rate among peers

Six times in a row - Fortune’s World's Most Admired company; #1 in All Start`s list (10th year on this list)

Forbes – 9th on Fast Tech 25 list Consistently meeting earning and revenue guidance High Market Capital (> 37Bn) and Significant Cash

Reserve (> 3.8Bn)

Cognizant - A Responsible Global Corporate Citizen

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Company OverviewOracle Ties

Capability

• 14,000+ Oracle Consultants covering the Oracle pillars• 400+ Oracle Cloud Certified Professionals• 30 Oracle Specializations, 6 Advanced• Oracle specific delivery methodology• One of the first to implement Fusion OIC• One of the first to implement to Global Payroll• Access to pre release Oracle Software

Commitment

• Dedicated Oracle Alliance• Oracle BPO Partner• Co-development program partner• Member of Oracle Partner Advisory Council• Oracle partner education and training

KBACE and Cognizant’s long term Oracle alliance, deep industry knowledge, and global Oracle delivery expertise uniquely positions us to help our clients with their digital transformation initiatives

Achievement• HCM Cloud Partner of the Year – Global 2016• HCM Core HR - North America 2016 (4th Consecutive Year)• OPN Cloud Program Solution: HCM Partner of the Year 2016


Cloud ExperienceOne of the largest references of Cloud customers worldwide

Financial Services

• Largest Ship Societies - HCM Cloud Implementation• Britain’s Leading Rail Utility - Oracle HCM Cloud Upgrade• Multinational Conglomerate - Oracle Taleo Cloud Onboarding

• Provider of Insurance - Oracle HCM Cloud Implementation• Health Insurance Company – Oracle HCM Cloud Implementation• Large Insurance Company – Financial Cloud Support & Enhancements

ManLog

Insurance

• Leading Oil and Gas Producer – HCM Cloud Implementation• Leading Public Sector in Energy Utility – Multi-year Strategy to Transform from Legacy

Applications to Oracle Cloud Apps• Canadian Gold Producer - HCM Cloud Implementation

• Operators of Leisure Assets - Oracle HCM Cloud Implementation• Foodservice Company - Oracle HCM Cloud Implementation• Australian Fast Food Franchise – Oracle ERP Cloud Implementation

Utilities Travel & Hospitality

• Worldwide Pharmaceutical Company - Taleo Recruiting Implementation• Pharmaceutical Company - Oracle ERP Cloud Implementation• Leader in Innovative Medicines - HCM Cloud Implementation

• Organic Food Company - HCM Cloud Implementation• Distributor of Sanitary Supplies - HCM Cloud Implementation• Norwegian Seafood Company - HCM Cloud Implementation• Multinational FMCG Company- Implementation of Eloqua

Life Science Consumer Goods

• Internet-based Advertising - Taleo Cloud Implementation• Largest Industrial Auctioneer - HCM Cloud Implementation• Media Holding Company - Oracle ERP Cloud Implementation• A Leading Publisher - HCM Cloud rollout to 9 countries in APAC & ANZ• Telecommunications Company - Implementation of Oracle Sales Cloud• Entertainment Experiences Company-Digital Marketing Transformation

• Healthcare Provider - HCM Cloud Workforce Compensation• Experts in Transfusion Medicine - HCM Cloud Implementation• Nonprofit County Hospital - HCM Cloud Rel 10 Implementation

Media Healthcare

• Automation Component – HCM Cloud Implementation• Multinational Corporation – Taleo Recruitment Implementation

• Provider of Cloud Services - HCM Cloud Implementation • Technology Company - HCM Cloud Implementation• Leader in Motion Products - HCM Cloud Implementation• Property Information Provider- Implementation of Service Cloud & CPQ Cloud• Technology Company- Digital Marketing Transformation

Communication

Technology

• U.S. State Government Body - Talent Recruiting & Transitions• U.S. State Government Body - Taleo Recruiting Implementation• Nonprofit Organization in Dubai - Oracle Cloud Application Upgrade

• Leader in Quality Education - Oracle HCM Cloud Implementation• Comprehensive Academic Provider - Oracle HCM Cloud Implementation

Government Higher Education

• Quick Service Restaurant Chain – HCM & Financials Cloud Implementation• Casual Dining Chain – Oracle Financials & Projects Cloud Implementation• Retailer in Middle East – Oracle Cloud HCM Implementation

Retail

• Public Accountants Organization – HCM & ERP Cloud Implementation• Investment Management Company – HCM Cloud Implementation• Leading Provider of Title Insurance & Settlement Services – Procurement Cloud Implementation• Leading US Financial Services Firm - Oracle HCM Cloud Implementation


Key Challenges


Our Challenge

Strategy

People

Data / Metrics

Process

Tech

Being the HR Maestro…

Focus on Metrics

Generational Variances

Consumer Technology

INTERNAL

EXTERNAL

Forces Driving Change…


Project Scope


Areas of Focus

User Experience

Process Transformation

Cloud Technologies

Integrated Data Sources


Pre & Post Scenario


Pre-Scenario

PeopleSoft


Post-Scenario

• Oracle Talent Acquisition Cloud (OTAC)• Core HR• Workforce Compensation• Performance Management

Oracle HCM Cloud


Approach Forward

Deliver on the promise

Disrupt the old way of thinking

Leverage cloud technologies for agile applications

Manage data using warehousing


Project Timelines


HR Technology Roadmap

2015 2017

Today

2015 2016 2017

Jan 2015 - Jun 2015Cloud Setup & Config.

Jul 1 - Dec 1 2015Workforce Compensation

Apr 2015 - Dec 2015Performance Mgmt.

Dec 2015 - Aug 2016Recruiting and On-boarding

Sep 2016 - Jul 2017Core HR

Jan 2017 - Dec 2017Payroll / Time / Absence

Jun 2015 - Dec 2017HR Data Hub & Analytics


Implementation Approach


Implementation ApproachRapid Start Implementation Methodology

*Optional and highly recommended

ACCELERATE* PLAN DESIGN CONFIGURE DEPLOY

Activ

ities

Governance & Infrastructure

Planning

Business Requirements and

Design Workshops

Transformation to-be Process

Design

Exceptions and Gap List

Validate Project Goals,

Objectives, and Scope

Define Timeline, Key

Milestones, and Build Project

Plan

Conduct Kick-off

Schedule Workshops

Distribute Requirement

Questionnaires

Execute Setup Wizards

Complete Requirement

Questionnaires

Familiarization and Design

Workshops

Conduct Integration and Data

Workshops

Extract Legacy Data

Complete Application

Templates

Build Integrations

Document Test Scenarios

Configure Pilot Environment

Execute Sample Conversion

Create Test Scripts

Identify Issues and

Reconfigure

End-User training

Configure Production

Environment

Validate Operational

Readiness

Execute Final Conversion /

Start HBL

Begin System Use

Prepare for Production

Support

Deliv

erab

les

Requirements Fit-Gap

Work Structures

Interface Inventory

Conversion Requirements

Reporting Overview

Project Plan Requirements & Fit-Gap

Document

Technical Object Design

Configuration Document

Pilot Test Scripts

Production Cutover Checklist

System ReviewDesign

Workshops

Pilot

Integrated Test

UAT

Acceptance Test

Training and Knowledge Transfer

Project Governance / Change Management


ImplementTrain-the-Trainer

Instructions for Trainer

Hands on Exposure to Applications

KBACE Trainer and Leads

Customer Trainer and Leads

Clients’ Trainers

Clients’ End Users

Module Overview

Process Overview

Task Demonstration

Task Overview

Hands-on Exercises

Knowledge Checks

Why Train-the-Trainer? Helps Client staff feel invested in the change process Drives localization of change Contextualizes training to day-to-day activities and

improves relevance Develops local expertise for ongoing training needs

post-deployment


Business and Technology Benefits


Business and Technology Benefits

*Metrics based on Q1/Q2 data from 2016 vs 2017

• +20% Number of Applicants

• +38% Applicant to Fill ratioUser Experience

• -9% Days to Fill• Termination of existing TSAs

Process Transformation

• Alignment with HR technology strategy• Agile, low-cost upgrades vs. $1-2 million PS projects spanning

6-8 monthsCloud Technologies

• Vendors > Taleo > Fusion > Data Hub• 3 passport integrationsIntegrated Data Sources


Best Practices


Best Practices: Balanced User Experience

Candidate Experience User Experience

Analytics

Screening & Onboarding

Candidate Selection & Offers

Requisition Creation & Approvals

Touch Points

Onboarding

Offers & Screening

Search & Apply


Best Practices: Balanced User Experience

CANDIDATE

• Requisition Creation• Approvals• Candidate Review• Interview• Onboarding

APPROVER OTHERRECRUITERMANAGER

• Analytics• Collaborator• Onboarding

Coordinator• Administrator

• Approval Key Information Notification

• Decision

• Job Search• Application• Offer Response• Onboarding

• Posting & Sourcing• Candidate

Management• Offer Management


Best Practices: Sourcing/Job Search

• Cloud Sourcing Employee Referrals Career Sections

• Career Section DesktopMobile

• Branding & Themes Consistent Experience


Best Practices: Offer Creation & Response

• Offer Fields• Offer Letters• Approvals Dynamic Approval

Routing (DAR)• eOffer


Best Practices: Onboarding

• Welcome Task• Useful Links and

Documents• Link to the Source• Thank You Task• Critical Tasks: Reminders• Onboarding Coordinator:

Oversight


Lessons Learned


Lessons Learned

• Data conversion• Technical integrations and interfaces• Report requirements• Challenge the Business to think differently

OTAC Lessons Learned


Contact Information

Mobilewww.kbace.com

KBACE Technologies, Inc.Corporate Headquarters6 Trafalgar SquareNashua, NH 03063

(812) 629-8847 Matt RunkleSenior [email protected]

www.citizensbank.com

Citizens BankU.S. HeadquartersOne Citizens PlazaProvidence, RI 02903

Shikha PanickerHR Delivery [email protected]

http://www.kbace.com/

mailto:[email protected]

http://www.citizensbank.com/

mailto:[email protected]


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