Best practices for fusion hcm cloud implementation
- 1. Best Practices for Fusion HCM CloudHCM Cloud Implementation
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- 3. 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
- 4. Best Practices for Fusion HCM Cloud Implementation ReviewImplementation Review
- 5. 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 • 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
- 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 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
- 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 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
- 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 spacespace
- 9. 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 2 Import 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 Plan Design Extend Build Deploy 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
- 10. 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
- 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 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)
- 12. Examples of Customer Implementations and Incorporating Best Practices
- 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 What we have seen in the CoE Scheduling, Managing, Prioritization, Risk Mgt • Don’t Understand Oracle SaaS
- 14. Staff the Project with Qualified Resources
- 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 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
- 16. 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 Study North 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
- 17. Implement SaaS with SaaS Methodology
- 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• 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. 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 ChallengeChallengeChallengeChallenge SolutionSolutionSolutionSolution ResultResultResultResult Case Study North 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
- 20. 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 ChallengeChallengeChallengeChallenge SolutionSolutionSolutionSolution ResultResultResultResult A Multi-channel Retail group Case 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
- 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.• 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. 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• 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. 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 ChallengeChallengeChallengeChallenge SolutionSolutionSolutionSolution ResultResultResultResult Case Study North 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
- 25. 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 ChallengeChallengeChallengeChallenge SolutionSolutionSolutionSolution ResultResultResultResult Case Study Pensions, 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
- 26. Know How to Work with Oracle SaaS
- 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 processprocess • Leverage HCM Center of Excellence (CoE) to attain implementation success. Understand CoE engagement model and CoE service offerings that you can avail
- 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 guidelines, Content, Tools, Education resources Attend “Working Effectively with Oracle Support” presentation Finalize Project Scope and Plan Plan Design Extend Build Deploy
- 29. Q & A