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
Methodology, Tools, Content and Services
Plan
• 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
Design
• 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
Programs/Services (From HCM Center of Excellence)
Extend
• 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
Content
Tools/Solutions
Discover Evaluate Acquire Implement Use Optimize
Service
Activated Go Live!
Build Deploy
• Validate Production • Obtain Final Cut-over
Environment Configuration Approvals
• Migrate Functional Setups from • Conduct end-user Training
Test to Production
• Perform User Acceptance
• Migrate/Configure Security and
• Assess Operational Readiness
OOTB Reports & Integrations
• Go Live!
• Perform end-to-end System
Integration Test (SIT)
• Conduct final OOTB Solution
Review and Validation
• Assess OOTB Solution Readiness
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 &
• Competencies • Benefits Plans Costing
• Accrual Category
• 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
staffed the project with an
assumption that consultants
with PeopleSoft experience
are adequate to implement
Fusion HCM SaaS.
HCM CoE provided  Project was late in going
extensive workshops and Live
active guidance to save the  Still on the WATCH list
account. with open issues
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
Customer wanted a career
grade enterprise solution to
manage its talent across all
stores in eight countries
Solution Result
• Implemented Fusion  Deployed and rolled out
Talent Mgmt on Cloud the solution to all stores
in record time
• 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
Implementer executed the
project without active
involvement of customer.
Customer had challenges in
supporting the system after
production cut-over
Solution Result
HCM CoE got involved and  Day-to-day operations
conducted several got impacted
knowledge transfer  Subsequent rollouts got
workshops delayed
 Still on the WATCH list
with open issues
Case Study
Pensions, Insurance, Savings and Investments Company
Challenge
Customer needed to
transform HR service
delivery globally to improve
management visibility and
employee accountability
for knowledge, skills and
accomplishments.
Solution Result
• Implemented Oracle HCM  Produced a “fresh start”
Cloud services for HR and employees
 Empowered process
• Formed a long-term
ensured continuous
partnership with trusted
improvement
System Integrator
 Enhanced workforce
• Instituted a robust accountability and
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

 Attend “Working Effectively with Oracle

Support” presentation
 Finalize Project Scope and Plan

Plan Design Extend Build Deploy

Q&A