Collaborate 13: From ABRA to Oracle Fusion HCM at Wintrust


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Implementing Oracle Fusion HCM in under 10 weeks is no small task. Gain insights into the approach, critical success factors as well as functional and technical hurdles from this Collaborate 13 Session. Presenters: Stephen Bentz of Emtec and Tanja Simono of Wintrust Financial.

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Collaborate 13: From ABRA to Oracle Fusion HCM at Wintrust

  1. 1. From ABRA to OracleFusion HCM atWintrust Financial
  2. 2. WELCOME | INTRODUCTIONSTanja Simono• Project Manager for Wintrust Financial• Human Resources Officer with 18Years of Banking Industry Experience• Memberships SHRMStephen Bentz• Project Manager / Functional Lead forEmtec, Inc.• Director – Oracle Fusion HCMApplications with 19 Years of HCMImplementation Experience Fusion HCM Applications PeopleSoft/JD Edwards/Oracle eBusiness• Memberships Quest (VP of Greater Philadelphia RegionalUsers Group; OHUG) IHRIM; PEHRS
  3. 3. AGENDA• Wintrust Financial Overview• Implementing Oracle Fusion HCM in Under 10 Weeks• Project Approach• Rapid Start Implementation Methodology• Critical Success Factors• Business Process and other Functional Hurdles• Technical Hurdles• Lessons Learned• What’s Next for Wintrust Financial• Questions and Wrap Up
  4. 4. WINTRUST FINANCIAL OVERVIEWCorporate Profile• Banking institution with more than 145 locations in the US and Canada• Over 20 billion dollars in annual revenue• Approximately 3,300 employees, 60% exempt and 40% non-Exempt• Fast growing organization achieving growth through acquisitions• Oracle EPM customer prior to buying Fusion
  5. 5. BUSINESS OBJECTIVES• Replace all HCM systems that do not communicate with each other withONE single integrated system Sunset ABRA HR Application Simplify feed to Third-Party Payroll Administrator Design HCM to support future Fusion-based functionality• Streamline HCM processes and eliminate dual data entry into multipledisparate systems• Eliminate manual payroll submission• Greatly reduce the amount of human intervention needed to manageemployee data• Eliminate the use of paper-based forms by 80%
  6. 6. IMPLEMENT FUSION HCM UNDER 10 WEEKSReplacing ABRA with Oracle Fusion HCM• Fastest Core Fusion HCM implementation to date• Pre-planning prior to the Marines Hitting the Beach!• Occurred during busy 4th quarter Annual Compensation Planning Cycle Open Enrollment• Needed to pull Wintrust’s HR Coordinator’s away from regular tasks toserve as Subject Matter Experts (SME’s)• Adopted Oracle Rapid Start Implementation Methodology• Leveraged Benefits of Emtec’s membership in: Oracle’s Partner Enablement Program Oracle’s Investment Partner Channel (IPC)
  7. 7. RAPID START IMPLEMENTATIONThe TimelineWeek1 Week2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10Kickoff &PrepRapid DesignRapidConfigurationRapidDeploymentSupport• Project Kickoff• Project Plan• Risk Plans• Communication• Prototype• Validation• Train SME’s• TrainingDocumentation• Full UAT• Same SME’s• Finalize Training• Validate Security• Validate EE Data• Full EE Load• Finalize TrainingDocumentation• Train the TrainerSessions• Validate DataLoads againstABRABREATHE
  8. 8. RAPID START IMPLEMENTATIONSTAGED for SuccessStep One – Rapid Design• Oracle developed a prototype environment for five legal entities in aSTAGE Environment for initial Conference Room Pilot testing purposes• Oracle and Emtec conducted two days of Data Validation sessions withWintrust HRC’s after loading sample data• Benefits of Combining Prototyping and Validation:• Allowed initial group of HRC’s to perform basic tasks & navigate system• Developed first draft of the Core User Training Documentation• Identified areas of content for Wintrust, Emtec and Oracle to concentrate“fine tuning” the STAGE Environment for a full load of employee datausing the File Based Loader
  9. 9. RAPID START IMPLEMENTATIONSTAGED for SuccessStep Two – Rapid Development• Conduct Concurrent End-User Testing and Training• The Team had TWO weeks to import all data and validate it prior to fullUser Acceptance Test (UAT)• The HRC’s were led through another full two-days of ValidationSessions Tested Role-based Security defined by Legal Entity HRC’s spent the time to validate their organizations data while ensuring that theycould not view other Legal Entity data• Provided more opportunity to “fine tune” the End-User Training Manualand Desktop Reference Guide as wells as identify HRC’s who were tolead the “Train the Trainer” sessions prior to “Go-Live”
  10. 10. WANT TO SEE MORE?Click the links below to see the full presentation or our other presentationsfrom Collaborate 2013.Click here for our other presentations from Collaborate 13.Click here for the full presentation.