Implement Oracle Taleo Cloud Fixed Scope - V3
Implement Oracle Taleo Cloud Fixed Scope - V3
Implement Oracle Taleo Cloud Fixed Scope - V3
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Cloud Market Opportunity
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%
of CFOs believe that half of their transactions
will be delivered through the cloud within the
next four years.
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Source: Gartner FEI CFO Technology Study, June 2013
%
of organizations say cloud computing has
allowed their it teams to focus on strategic
business objectives.
Source: Study, Rackspace Hosting with support from Manchester Business School and Vanson Bourne.
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Cloud Opportunity
USD$ Billions 13
11
10
9
8
5
5
4
3
3
2
2
1 2
1
0.5 0.6 0.7
0.3 0.4
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SaaS Market Opportunity
USD$ Billions
33
20%
Growth
14
2011 2016
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Oracle Strategy –
Modern HR in the Cloud
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Technology is changing how,
where, and the way people work
Mobile-enabled processes will almost
double by 2014
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How do you thrive in today’s talent
marketplace?
Modern HR:
HR anywhere, anytime,
all the time!
• Talent Centric: Find, Grow, and Retain The Best People
• Collaborative: Integrate Social Capabilities Across the Enterprise
• Insightful: Provide Complete Workforce Insights for Key Constituents
• Engaging & Mobile: Make it Easy for Everyone to Use on Every Device
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Oracle HCM: Do It All with a
Complete Solution
Workforce
Management
Workforce
Recruiting and Rewards
Onboarding Social
Global Global HR Workforce
Payroll Optimization Mobile
HR and talent
Performance and Learning and analytics
Succession Development
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Fixed Scope Offering
Implementation Overview
Oracle Cloud Implementation Services
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Oracle Cloud Service fixed scope implementation
offering Summary:
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Why should you invest in developing an Oracle
Cloud Services fixed scope implementation
offering?
To compete on a level playing field with pure play cloud providers
Gain close alignment with Oracle Cloud Services strategic direction:
– Become eligible for Resell
– Become a leader in Cloud Services
– Become better recognized by Oracle Sales and Alliances as a Strategic
Go-to-Market partner
Be identified in the Solution Catalog as having an Oracle Cloud
Service fixed scope offering.
Oracle will work with you to further promote your offering if approved
for resell
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Partners recruiting Fixed Scope Offering
Fixed Scope Offerings Guidelines Summary
• Pre-Packaged Solutions with Pre-defined Scope
Scope • Standard Out of the Box Business Flows & Functionality
• Standard data conversions and data loads
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* Not required to be shared in the Submitted FSO
Why Taleo? Positioning
Source, Assess, Hire and Onboard the Best Talent
• #1 Solution worldwide – 3.5M Hires and 140M
applications processed in last 12 months
• 15% of all US hires, 40% of all US seasonal hires, 17 of
the top 30 recruiting websites globally
• Unlimited career portals, pipeline management and social
networking links
• Assessment platform and 200+ pre-integrated partner
solutions
• Sophisticated onboarding tools for quick transaction
processing and new hire alignment
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Key Reasons Companies Chose Taleo
Easy to Use
Powerful Analytics
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Taleo and Our Customers
FINANCIAL HEALTHCARE RETAIL TECHNOLOGY
• 5000+ Customers
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Implementation Key
Consideratio
Taleo Implementation Considerations
Functional Technical
Taleo Cloud Implementation Implementation Future
Service Services Services Direction
Enterprise Trained SI *OCS for SSO, Trained SI
Edition OCS C2C integration Regional OCS
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Taleo Business Edition
Current Implementation Requirements
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Taleo Learn
Current Implementation Requirements
Prior to delivering a Taleo implementation proposal SI’s must submit the Learn
scope & requirements to their regional Taleo Alliance Manager.**
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Taleo Learn
Future Direction for Technical Implementation Services
Oracle is developing open API’s and a cloud based integration platform that will
allow SI’s to perform their own mapping and integration.
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Taleo Social Sourcing
Current Implementation Requirements
Technical and Functional implementation services delivered by Oracle Consulting
Services and Selected few SIs, including:
– Functional configuration
– Integrations (ATS, HRIS, 3rd party applications)
– Branding
– Single Sign-On (SSO)
Prior to delivering an implementation proposal including any Social Sourcing
capabilities Implementation Partners must submit the scope & requirements to
Michael Rodriguez - [email protected]
Social Sourcing is integrated with Oracle/Taleo Recruiting (both TBE and TEE) and
therefore some collaboration between Partners and OCS will be required to ensure
the Recruiting and Social Sourcing implementations compliment each other, the
timelines are in sync and both projects progress towards a joint launch.
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Taleo Social Sourcing
Future Direction for Implementation Services
With Social Sourcing Release 1.9, selected SI partners in different regions will be
able to use the new self service administration UI for implementations.
For partners who are not part of this 1.9 selected SIs list, the process remains the
same. They would need to work with NA OCS Michael Rodriguez
The goal is to enable implementation partners to independently deploy Social
Sourcing capabilities, the timeframe at this point is targeted as release 1.10.
OCS and Partners would still need Social Sourcing development support for the
following technical areas during implementations. Our goal is to remove these
dependencies in the future releases:
Branding
SSO
Integration
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Self Service Administration
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Taleo Implementation Considerations
Summary – Plan and Budget your Engagements Accordingly
Functional Technical
Taleo Cloud Implementation Implementation Future
Service Services Services Direction
Enterprise Trained SI / $ - Requires OCS* Trained SI
Edition OCS OCS
Business Edition Trained SI / Trained SI Trained SI
OCS OCS OCS
Learn Trained SI / $ - Requires NA Trained SI
OCS OCS OCS
Social Sourcing OCS $ - Requires OCS Trained SI
Selected Trained Selected Trained SI OCS
SI
TBE TEE
Under 3000 people Over 3000
Minimal Language Requirements (6) Multiple Language Requirements (31)
Minimal Budget Comprehensive Budget
Rapid Implementation Requirement Phased Implementation Plans
Basic Workflow Multiple Workflow – Multiple OLF
Requirements
Limited Global Reach Global Reach
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Taleo Deployment Requirements
Examples
Product Standalone? Common Packaging Options
Taleo Recruiting Yes TEE, TSS, Taleo Performance
Recruiting HV Yes
Taleo Recruiting + Transitions
Taleo Transitions no TEE
TEE Learn Yes TEE, Taleo Performance/ TBE
Taleo Social Sourcing Yes TEE
*Taleo Performance Yes Goals, Career Planning, Succession, Development
*Goals Yes Performance Career Planning, Succession Development
*Development Planning Yes Performance, Career Planning, Goals, succession
*Succession Yes Performance, Career Planning, Goals, Development
*Career Planning Yes Performance, Succession, Development
Taleo Learn Yes TBE/ TEE, Taleo Performance
TBE Onboarding Yes TEE
TBE Compensation No Requires TBE Performance
TBE Performance Yes
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Example Taleo FSO SCOPE
Core Recruiting Package
The scope of the Core Recruiting Package includes the design and
configuration of the prototype to:
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Included Product Features in Core Recruiting Package
1 External Career Site (1 Applicant Flow; 1 Profiler Flow; 1 Theme)
1 Internal Career Site (with Employee Referral)
1 Candidate Selection Workflow
1 version of the Recruiter Interface (1 list format; 1 configuration profile)
1 version of the Manager Interface (1 list format; 1 configuration profile)
1 Requisition Form format with User Defined Fields
2 Candidate Record Formats (Profile + Job Submission) with User Defined Fields
System Correspondence with personalized branding
System Settings
1 Source list (maximum of 100 entries)
eQuest posting service enablement
EEO settings configuration
One time Data Upload (1 test + 1 production-if not being handled by an ongoing integration interface)
– Organization
– Location
– Job Function
– User
– Departments
Taleo Anywhere enablement and deployment support
Offer Management configuration
– 3 custom offer letters
User Defined Fields
Offer Approval Workflow configuration
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Optional Expansion Packs (see appendix for additional)
Expansion Packs outline the scope for additional Feature Configuration
outside of the core Recruiting Package.
Candidate Communication
The scope of the Candidate Communication includes the design and configuration of
the prototype to address enhanced communication with candidates via the career
site and/or custom correspondence triggers
– CCA deployment to career sites (maximum of 2 unique configurations)
– Custom Correspondence Configuration (maximum of 12 unique letters)
Staffing Agency
The scope of the Staffing Agency includes the design and configuration of the
prototype to integrate Staffing Agency sources into an aligned submission and
candidate management process that is fully supported in the Taleo Enterprise
product
– 1 Agency Portal/Site
– Custom Correspondence Configuration (max of 3 letters)
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Role of the Customer Success:
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The Customer Success Lifecycle:
Sustained
Value
Evolution
Adoption
Implementation
Selection
Partners
Consulting Sales
R&D
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SaaS FSO Partner Collaboration
Path to Readiness – Call to Action
Validation Process:
Step 1: Review Guidelines (Partner)
Step 2: Create FSO Assets based on the guidelines provided (Partner)
Step 3: Share Draft with Oracle for Review and feedback (Oracle, Partner) – ECEMEA
regional contact [email protected]
Step 4: Submit FSO through OPN Page (Partner)
Step 5: Validation Process (Oracle)
Post Validation:
Step 6: Promote FSO Ready Partner with Oracle Sales & Alliance channels (Oracle)
Step 7: Generate Press Release, Data Sheet, etc. (Partner & Oracle)
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Resources
RELEASE MANAGEMENT SITE
– http://www.oracle.com/partners/en/products/applications/oracle-taleo/implement-solutions/index.html
DEMO REQUEST:
The demo services request process is documented for partners on the Demo Services page on the
OPN Portal. Demo Scripts can be found here on the Taleo KZ. Look on the Market and Sell Tab for
Training Guides and Demo Scripts:
– http://www.oracle.com/partners/en/products/applications/oracle-taleo/market-and-sell/index.html
PRICE LIST:
– http://www.oracle.com/partners/secure/sales-tools/taleo-cs-price-list-local-2000488.xls
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Appendix
Expansion Packs Cntd.
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PDF Forms
The scope of the PDF Forms includes the design and configuration of the prototype to
ensure the integration of paper-based forms with Taleo-system captured data
– 5 custom forms max
Professional Process Expansion Pack
The scope of the Professional Process includes the design and configuration of
the prototype to address the requisitioning, sourcing, selection and hiring of
Professional hire-type candidates.
– 1 External Career Site
– 1 Internal Career Site (with Employee Referral)
– 1 Candidate Selection Workflow
– Field & Form Adjustments (Requisition, Candidate & Offer)
– User Permission Adjustments
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Hourly Process Expansion Pack
The scope of the Hourly Process includes the design and configuration of the
prototype to address the requisitioning, sourcing, selection and hiring of
Hourly hire-type candidates.
– 1 External Career Site
– 1 Internal Career Site (with Employee Referral)
– 1 Candidate Selection Workflow
– Field & Form Adjustments (Requisition, Candidate & Offer)
– User Permission Adjustments
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Expansion Packs Continued.
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Executive Process Expansion Pack
The scope of the Executive Process includes the design and configuration of the prototype to address the requisitioning,
sourcing, selection and hiring of Executive hiretype candidates.
– 1 External Career Site
– 1 Internal Career Site
– 1 Candidate Selection Workflow
– Field & Form Adjustments (Requisition, Candidate & Offer)
– User Permission Adjustments
Contingent Process Expansion Pack
The scope of the Contingent Process includes the design and configuration of the prototype to address the requisitioning,
sourcing, selection and hiring of Contingent hiretype candidates.
– 1 External Career Site
– 1 Internal Career Site (with Employee Referral)
– 1 Candidate Selection Workflow
– Field & Form Adjustments (Requisition, Candidate & Offer)
– User Permission Adjustments
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M&A Process Expansion Pack
The scope of the M&A Process includes the design and configuration of the prototype to address the identification and evaluation of critical
talent during an M&A cycle.
– 1 Career Site
– 1 Candidate Selection Workflow
– Field & Form Adjustments (Requisition, Candidate & Offer)
– User Permission Adjustments
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Onboarding Expansion Pack for Taleo Onboarding and Transitions
The scope of the Taleo Onboarding and Transitions implementation includes the design and configuration
of the prototype to address the collection of new hire data , the communication with new hires and the
definition and configuration of a provisioning using the Transitions and Onboarding product.
– workflow for new hires
– 1 New Hire Portal
– E-Signature enablement
– Single Page Form Pack (max of 10 forms)
– I-9 e-Form
– W4 e-Form
Background Checking Passport
The scope of the Background Checking Passport is to configure the prototype to enable the partner service
and adjust the core functional configuration to support this requirement
– 1 career site for candidate data capture
– Correspondence to facilitate instructions to the candidate
– Workflow triggers
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SCHEDULE
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Preparing for Success
Minimize Adverse Impacts
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Project Team
Program Manager:
Implementation Consultant:
Lends deep functional expertise and experience to the design of the Taleo Enterprise Solution
Configures requirements
Demonstrates prototype
Technical Consultant:
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Week 0-1
Key Activities:
The first week of the Taleo Enterprise implementation is focused on key preparations you must undertake that will ensure
the optimal use of the project resources and the timely meeting of all delivery milestones.
As referenced earlier in this handbook, you should make use of the Team Meeting – Agenda 1 document to assemble the
core project resources and work through the recommended Project Readiness Activities:
Complete the Taleo Enterprise Orientation e-learning module
Complete the Taleo Risk Assessment
Review the Taleo Project Resource Matrix and determine any potential gaps
Complete an initial draft of the Taleo Project Charter
Another key activity that you should be engaging in immediately is in encouraging the customer to engage in the collection
of artifacts that will support the definition of the requirements; things like job application forms, samples of staffing reports
you use today, job description content, offer letter samples, correspondence samples, and any staffing process or policy
documentation that you have available.
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Week 1-2
Key Activities:
The second week of the Taleo Enterprise implementation will see the introduction of the Program Manager, the prime contact
and a true partner in the success. the Program Manager will work with you immediately to:
The Program Manager will also introduce key foundational concepts and task the project team with activities to determine the
optimal information structure for the Taleo solution. A thorough review of the Taleo Decision Guide, a key tool for
requirements gathering, and upcoming milestones and activities will also take place
Finally, the Taleo Program Manager will work with you to determine the agenda and content for the Project Kick-Off event.
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Weeks 3&4
Key Activities:
Beginning with the Project Kick-Off event, the third and fourth weeks of the Taleo Enterprise implementation will see you shift into critical
deliverables mode that will drive the subsequent configuration of the Taleo Solution. the Taleo Program Manager will work with the team
to:
Define a Content Strategy and Workplan for the development of job template and pre-screening content
Validate Candidate Experience requirements using the Taleo Decision Guide
Validate Recruiter and Manager Experience requirements using the Taleo Decision Guide and the Success Metrics Questionnaire
The Implementation Consultant will be working hard behind the scenes converting the requirements into a fully configured Taleo Solution
The Technical Consultant will be working with the technical team to configure integration connectivity and validate the integration touch-
point design.
Towards the end of the fourth week, the Program Manager will want to check-in on change management activities, validate the training
schedule, and work on the overall End-User Support strategy.
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Weeks 5,6,7 & 8
Key Activities:
This is a very exciting time in the Taleo Enterprise implementation, since the Implementation team will engage the customer in the
Design Review process. The first feedback session will include a detailed in-system walk-through of the Candidate Experience, where
you and the project team, as well as any other end-user representatives you care to invite, can offer input and feedback to the design.
The second feedback session will be run the same as the first however the focus will be on the Recruiter and Hiring Manager
experiences. All feedback will be captured in the Design Feedback Manager which will be used by the Implementation Consultant to
amend the configuration with all agreed upon changes. Then, a third and final design review session will occur, where the entire
functional scope will be reviewed in-system.
While these functional review sessions are occurring, the Technical teams will be testing the integration configuration and finalizing any
network or end-user desktop configurations required.
The Content Development activities should also be continuing, per the scope of the earlier-defined workplan. The Program Manager will
want to do a status check on this work towards the end of Week 7.
The Program Manager will also be seeking the Functional and Technical Design Acceptance which will indicate readiness to move to the
Deployment phase of the project
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Weeks 9, 10, 11
Key Activities:
With the acceptance of the Taleo design, you will now move on to
receive training for the end users, as well as begin working through the
Deployment Checklist with the Program Manager. Activities that will
be critical in preparation for the system launch are:
Implementation data clean-up
End User/Hiring Manager communications of pending launch and
transition
Completion of pre-launch content development and entry into Taleo
Active requisition transition into Taleo
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Week 12
Key Activities:
Upon the completion of end-user training and deployment preparation, you are ready to declare the
Taleo solution “live”! The final steps are to:
Enable the Taleo Career Sites in the corporate web and intranet sites
Communicate the launch with the target audiences (as defined in the change plan)
The Team, including the Program Manager and the Remote System Administrator (RSA), will closely
monitor the activity during the days post-go-live. The Program Manager will then arrange a convenient
time, within two weeks of the Taleo launch, to conduct the Taleo Enterprise Implementation Close-Out
meeting, when the transition to the Taleo Customer Success team will be complete.
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Staffing
Key Members of the extended project team:
Program Manager:
Implementation Consultant:
Lends deep functional expertise and experience to the design of Taleo Enterprise Solution
Configures requirements
Demonstrates prototype
Technical Consultant:
Lends deep technical expertise and experience to the design of the Taleo Enterprise Solution
Designs and Tests integration requirements
Works with technical team to ensure optimal system access for the end users
* Note that OCS packages are available for staff augmentation
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