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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 pro...
Best Practices Fusion HCM Cloud Implementation
 Best Practices for Fusion HCM Cloud Implementation Review
 Examples of C...
Best Practices for
Fusion HCM Cloud
Implementation Review
Content
Tools/Solutions
Programs/Services (From HCM Center of Excellence)
Best Practice Framework
Methodology, Tools, Cont...
Best Practice Business Processes
 Oracle Fusion Applications are based on Business
Process Models Notations (BPMNs) that ...
Best Practice Setup Content
 Best-practice, real-world content available to customers and partners for the purpose of:
– ...
Best Practice Setup Content
Screenshot (Hosted on Beehive Online)
 Available to customers and
partners. Needs Library Car...
Best Practice Tools
Support Rapid Implementation
Standard Rapid Implementation Tools
Create Initial
Enterprise Structures
...
Best Practice Environments Usage
Production
•Use should be
restricted to
production activities
Test
•Focus should be
apply...
Best Practice Environments Usage
• Migrates setup and other configurations from Test to Production if
not using File Based...
Examples of Customer
Implementations and
Incorporating Best
Practices
Reasons Why HCM SaaS Projects Fail
• Lack of Qualified Resources (Partner & Customer)
• Using a Traditional Methodology fo...
Staff the Project with
Qualified Resources
Staff the Project with Qualified Resources
• Understand the lineage of Fusion HCM with PeopleSoft, E-Business Suite
– Peop...
Implementation partner
staffed the project with an
assumption that consultants
with PeopleSoft experience
are adequate to ...
Implement SaaS with
SaaS Methodology
Implement SaaS with SaaS Methodology
Best Practices
• Fit customer’s business processes to the system not the opposite.
• ...
Customer wanted to adopt
Oracle SaaS-based platform
to automate its manual
processes for
compensation, payroll and
benefit...
Customer wanted a career
grade enterprise solution to
manage its talent across all
stores in eight countries
• Implemented...
Apply Project
Management Basics
Apply Project Management Basics
Best Practices
• Make the customer own the overall HCM adoption plan and you
manage the im...
Apply Project Management Basics
Best Practices
• ‘Critical to success’ vs ‘Nice to have’ – prioritization is key as
it may...
Implementer executed the
project without active
involvement of customer.
Customer had challenges in
supporting the system ...
Customer needed to
transform HR service
delivery globally to improve
management visibility and
employee accountability
for...
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 practic...
Three-Way Partnership to Ensure Implementation Success
 People – Leverage Partners, Support,
Education services and Commu...
Q & A
Upcoming SlideShare
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20 best practices for fusion hcm cloud implementation

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20 best practices for fusion hcm cloud implementation

  1. 1. Best Practices for Fusion HCM Cloud Implementation
  2. 2. 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.
  3. 3. 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
  4. 4. Best Practices for Fusion HCM Cloud Implementation Review
  5. 5. 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!
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. 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)
  12. 12. Examples of Customer Implementations and Incorporating Best Practices
  13. 13. 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
  14. 14. Staff the Project with Qualified Resources
  15. 15. 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
  16. 16. 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
  17. 17. Implement SaaS with SaaS Methodology
  18. 18. 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
  19. 19. 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)
  20. 20. 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
  21. 21. Apply Project Management Basics
  22. 22. 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
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. Know How to Work with Oracle SaaS
  27. 27. 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
  28. 28. 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
  29. 29. Q & A

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