Best Practices for Fusion

HCM Cloud
Implementation
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Best Practices Fusion HCM Cloud Implementation
Agenda

 Best Practices for Fusion HCM Cloud Implementation Review

 Examples of Customer Implementation and Incorporating Best
Practices
 Q&A
Best Practices for
Fusion HCM Cloud
Implementation Review
 Best Practice Framework Discover Evaluate Acquire Implement Use Optimize

Methodology, Tools, Content and Services Service

Activated Go Live!

Plan Design Extend Build Deploy

• Establish Project Scope, • Create Enterprise Structures and • Develop, Test and Deploy • Validate Production • Obtain Final Cut-over
Objectives, & Approach Functional Setups Complex Integrations Environment Configuration Approvals
• Finalize Project Plan and Key • Import Demographic/Indicative • Migrate Critical Historical Data • Migrate Functional Setups from • Conduct end-user Training
Milestones and Deliverables Data, and Transaction History Test to Production
• Develop, Test and Deploy High • Perform User Acceptance
• Conduct Fusion SaaS Overview and • Configure OOTB Security, Approvals, Priority Extensions • Migrate/Configure Security and
HCM Foundational Workshop(s) Notifications, Reports & Integrations • Assess Operational Readiness
• Develop, Test and Deploy OOTB Reports & Integrations
• Perform Security, Integration & • Conduct Functional Review and Critical Custom Reports • Go Live!
• Perform end-to-end System
Data Workshops Validation Test – CRP 1 &2 Integration Test (SIT)
• Conduct Technical Review and
• Conduct OOTB Business Process • Map delivered Business Process Validation Test – CRP 3 & 4 • Conduct final OOTB Solution
Walkthroughs Models to high priority processes Review and Validation
• Assess Solution Completeness
• Perform Delivered Content • Estimate Complex Migrations, • Assess OOTB Solution Readiness
Reviews and Mapping Integrations, Extensions & Reports

Content

Tools/Solutions

Programs/Services (From HCM Center of Excellence)

Best Practice Business Processes
Business Process Model Library

 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
 Best Practice Setup Content
Available Setup Content to Speed Up Implementation

 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

Talent Management Global HR Benefits Compensation US Payroll

• Goals • Checklist Category • Life Events • Eligibility Profile • Elements – Earnings,
• Questions • Responsibility Types • Options • Individual Comp Deductions, Employer
• Rating Models • Checklist Templates • Derived Factors Plans Liabilities
• Document Types • Absence Category • Plan Types • Workforce • Global Values
• Performance • Absence Element • Regulations Compensation Plans • Balances
Templates • Absence Type • Eligibility Profiles • Element Links &
• • Costing
Competencies • Accrual Category Benefits Plans
• Degrees • Accrual Plans • Benefits Programs
• Education levels • Work Shifts • Benefit Rates
• License/Certifications • Workday Patterns • Plan Coverage
• Memberships • Work Schedules
• Educational • Action Reasons
Institutions

© 2012 Oracle Corporation

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
 Best Practice Tools
Support Rapid Implementation

Plan Design Extend Build Deploy

1 2 3 4 5
Create Initial Import
Create Functional Import onetime Migrate Functional
Enterprise Structures Demographic and
Setups transaction history Setups & Other
e.g. Legal Entity, Indicative Data
e.g. Job Codes, e.g. Salary changes, Configurations from
etc... e.g. Employees
Benefit Plans performance reviews Test to Production

Standard Rapid Implementation Tools

Enterprise Structure HCM Spreadsheet HCM Spreadsheet HCM File Loader Functional Setup
Configurator Loader Loader Manager

HCM File Loader HCM File Loader Specialized Specialized

Solutions Migration Tools

Specialized
Solutions
Best Practice Environments Usage
Provisioned SaaS Environments

 Several factors contribute to

• Use should be recommending Environment Management
Production restricted to
production activities Strategy
– SaaS Service Level Objectives and
Service Entitlements
• Focus should be – Current service capabilities
applying/testing – Customer project lifecycle: initial
Test configurations and
data prior to putting implementation vs. subsequent
them into production. – Coexistence customer or Fusion as
system-of-record
– Customer size and complexity
• Additional
environments may be
Additional Learn More :
Environment purchased for other
activities (e.g. training / Refer to article Managing Fusion HCM Cloud Service
familiarization, etc.) 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
Migration Tools

T2P • Migrates setup and other configurations from Test to Production if

not using File Based Loader
Test to Production • Typically performed after User Acceptance Testing is completed

• Migrates data from Production to Test typically after go-live and/or

P2T in preparation of post-production enhancements
• Test Users need to be recreated
Production to Test • Production and Test environments must be identically patched
• Performed via Service Request on My Oracle Support

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
What we have seen in the CoE

• 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

Staff the Project with
Qualified Resources
Staff the Project with Qualified Resources
Best Practices

• 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

Customer is equally responsible for the outcome of the project. Ensure that Customer staff are trained
and involved
Case Study
North American Real Estate Service Company

Challenge Solution Result

Implementation partner HCM CoE provided  Project was late in going
staffed the project with an extensive workshops and Live
assumption that consultants active guidance to save the  Still on the WATCH list
with PeopleSoft experience account. with open issues
are adequate to implement
Fusion HCM SaaS.
Implement SaaS with
SaaS Methodology
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
Case Study
North America based System Integrator (Self)

Challenge Solution Result

Customer wanted to adopt • Implemented Fusion  Able to Go Live with
Oracle SaaS-based platform Global HR, Payroll, Talent multiple modules on
to automate its manual Mgmt schedule and budget
processes for
compensation, payroll and • Leveraged Oracle’s best
benefits. practice setup content
and tools effectively
Case Study
A Multi-channel Retail group

Challenge Solution Result

Customer wanted a career • Implemented Fusion  Deployed and rolled out
grade enterprise solution to Talent Mgmt on Cloud the solution to all stores
manage its talent across all in record time
stores in eight countries • Adopted Fusion HCM’s
best practices out-of-the-  Benefitted significantly
box; No extensions by adopting OOTB
business practice of
• Followed Deploy & Evolve HCM SaaS
implementation approach
Apply Project
Management Basics
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
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
Case Study
North America Based Health and Wellness Company

Challenge Solution Result

Implementer executed the HCM CoE got involved and  Day-to-day operations
project without active conducted several got impacted
involvement of customer. knowledge transfer  Subsequent rollouts got
Customer had challenges in workshops delayed
supporting the system after
 Still on the WATCH list
production cut-over with open issues
Case Study
Pensions, Insurance, Savings and Investments Company

Challenge Solution Result

Customer needed to • Implemented Oracle HCM  Produced a “fresh start”
transform HR service Cloud services for HR and employees
delivery globally to improve  Empowered process
• Formed a long-term
management visibility and ensured continuous
partnership with trusted
employee accountability improvement
System Integrator
for knowledge, skills and  Enhanced workforce
• Instituted a robust accountability and
accomplishments.
Change management and involvement at all levels
governance process of the organization
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 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
Three-Way Partnership to Ensure Implementation Success
Leverage People, Processes and Resources

 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

Plan Design Extend Build Deploy

Q&A