best practices for fusion hcm cloud implementation

Best Practices for FusionHCM Cloud HCM Cloud Implementation

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Best Practices Fusion HCM Cloud Implementation

� Best Practices for Fusion HCM Cloud Implementation Review

� Examples of Customer Implementation and Incorporating Best

Practices

Agenda

Practices

� Q & A

Best Practices for Fusion HCM Cloud Implementation ReviewImplementation Review

Best Practice FrameworkMethodology, 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

• 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

• 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

• 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)

• 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!

Content

Tools/Solutions

Programs/Services (From HCM Center of Excellence)

• Conduct OOTB Business Process

Walkthroughs

• Perform Delivered Content

Reviews and Mapping

• Map delivered Business Process

Models to high priority processes

• Estimate Complex Migrations,

Integrations, Extensions & Reports

Validation Test – CRP 3 & 4

• Assess Solution Completeness

• Conduct final OOTB Solution

Review and Validation

• Assess OOTB Solution Readiness

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 Model Library

– 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

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

Talent Management Global HR Benefits Compensation US Payroll

© 2012 Oracle Corporation

• Goals

• Questions

• Rating Models

• Document Types

• Performance Templates

• Competencies

• Degrees

• Education levels

• License/Certifications

• Memberships

• Educational Institutions

• Checklist Category

• Responsibility Types

• Checklist Templates

• Absence Category

• Absence Element

• Absence Type

• Accrual Category

• Accrual Plans

• Work Shifts

• Workday Patterns

• Work Schedules

• Action Reasons

• Life Events

• Options

• Derived Factors

• Plan Types

• Regulations

• Eligibility Profiles

• Benefits Plans

• Benefits Programs

• Benefit Rates

• Plan Coverage

• Eligibility Profile

• Individual Comp Plans

• Workforce Compensation Plans

• Elements – Earnings, Deductions, Employer Liabilities

• Global Values

• Balances

• Element Links & Costing

Best Practice Setup ContentScreenshot (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

spacespace

Best Practice Tools Support Rapid Implementation

Create Initial

Enterprise Structures

e.g. Legal Entity,

etc...

1

Create Functional

Setups

e.g. Job Codes,

Benefit Plans

2Import

Demographic and

Indicative Data

e.g. Employees

3

Import onetime

transaction history

e.g. Salary changes,

performance reviews

4

Migrate Functional

Setups & Other

Configurations from

Test to Production

5


Standard Rapid Implementation ToolsStandard Rapid Implementation Tools

Enterprise Structure

Configurator

HCM Spreadsheet

Loader

HCM File Loader

Specialized

Solutions

HCM Spreadsheet

Loader

HCM File Loader

HCM File Loader

Specialized

Solutions

Functional Setup

Manager

Specialized

Migration Tools

Best Practice Environments Usage

Production•Use should be restricted to production activities

•Focus should be applying/testing

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 Test

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.)

– 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

T2P

Test to Production

Migration Tools

• 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

P2T

Production to Test

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

What we have seen in the CoE

Scheduling, Managing, Prioritization, Risk Mgt

• Don’t Understand Oracle SaaS

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

Best Practices

• 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

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

HCM CoE provided

extensive workshops and

active guidance to save the

� Project was late in going

Live

� Still on the WATCH list

ChallengeChallengeChallengeChallenge SolutionSolutionSolutionSolution ResultResultResultResult

Case StudyNorth American Real Estate Service Company

assumption that consultants

with PeopleSoft experience

are adequate to implement

Fusion HCM SaaS.

active guidance to save the

account. � Still on the WATCH list

with open issues

Implement SaaS with

SaaS Methodology

Implement SaaS with SaaS MethodologyBest 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• 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

• Implemented Fusion

Global HR, Payroll, Talent

Mgmt

� Able to Go Live with

multiple modules on

schedule and budget


Case StudyNorth America based System Integrator (Self)

to automate its manual

processes for

compensation, payroll and

benefits.

Mgmt

• Leveraged Oracle’s best

practice setup content

and tools effectively

schedule and budget

Customer wanted a career

grade enterprise solution to

manage its talent across all

• Implemented Fusion

Talent Mgmt on Cloud

• Adopted Fusion HCM’s

� Deployed and rolled out

the solution to all stores

in record time


A Multi-channel Retail groupCase Study

manage its talent across all

stores in eight countries • Adopted Fusion HCM’s

best practices out-of-the-

box; No extensions

• Followed Deploy & Evolve

implementation approach

in record time

� Benefitted significantly

by adopting OOTB

business practice of

HCM SaaS

Apply Project

Management Basics

Apply Project Management BasicsBest 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. • 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 BasicsBest 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 • 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.

HCM CoE got involved and

conducted several

knowledge transfer

� Day-to-day operations

got impacted

� Subsequent rollouts got


Case StudyNorth America Based Health and Wellness Company

involvement of customer.

Customer had challenges in

supporting the system after

production cut-over

knowledge transfer

workshops� Subsequent rollouts got

delayed

� Still on the WATCH list

with open issues

Customer needed to

transform HR service

delivery globally to improve

• Implemented Oracle HCM

Cloud services

• Formed a long-term

� Produced a “fresh start”

for HR and employees

� Empowered process


Case StudyPensions, Insurance, Savings and Investments Company

delivery globally to improve

management visibility and

employee accountability

for knowledge, skills and

accomplishments.

• Formed a long-term

partnership with trusted

System Integrator

• Instituted a robust

Change management and

governance process

� Empowered process

ensured continuous

improvement

� Enhanced workforce

accountability and

involvement at all levels

of the organization

Know How to Work with

Oracle SaaS

Know How to Work with Oracle SaaSBest 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

processprocess

• 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

guidelines, Content, Tools, Education resources

�Attend “Working Effectively with Oracle

Support” presentation

�Finalize Project Scope and Plan


best practices for fusion hcm cloud implementation

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