An Oracle White Paper December HCM Succession Planning

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1 An Oracle White Paper December 2010 HCM Succession Planning

2 Hcm Succession Planning Executive Overview Your management team of Baby Boomers is rapidly moving toward retirement. They ll take with them decades of hard won knowledge critical to the efficient running of your organization, unless you capture it now. With Oracle Tutor and UPK, and Oracle s Human Capital Management (HCM) Succession Planning approach, you can turn tribal knowledge into organizational knowledge and ensure a smooth transition to the next generation of senior employees. Introduction Looming Boomer Exodus It s here. The boomers are poised to pass out of the workplace, carrying with them a valuable body of tribal knowledge about what works, who to talk to, how to get things done. Your organization must move to capture this knowledge now, before it s too late. It s time to develop a plan to ensure that the next generation of managers has access to the right knowledge to continue doing business without a drop-off in performance. Your executives need the confidence that the new team can perform at the right level. Recognizing that knowledge retention is an issue to be managed will help you start to collect and organize this expertise. Preparing for resource transition management is made easier with Oracle end user documentation tools. Oracle Tutor is an easy to learn and use tool which facilitates the capture and deployment of key knowledge. Oracle UPK provides the ability to develop simulations of the critical systems transactions supporting your business processes. These tools, together with the Oracle HCM Legacy Planning approach, will help you quickly develop a formal but easy-to-use knowledge base of your key business processes. Oracle end user documentation tools will help you capture, codify, and deploy institutional knowledge to train the next generation of your most important resource human capital. 1

3 Oracle Tutor Oracle Tutor is focused on People to People knowledge: business processes, policies, roles, responsibilities, and work instructions. Any predictable process can be captured with Tutor Author for example, long range planning, daily work, response to infrequent events, or period closing. Author is a Microsoft Word-based tool to document business processes. Author s role-based tasks emphasizes a critical element who do I need to work with to get this job done. Features of Author include single-click task numbering, flowcharting, and html generation. A document set created with Author enables referencing of prior and follow on activities to illustrate who does what upstream and downstream from my tasks. It is easy to set up links to key content deployed in document management systems, enabling access to existing content. Tutor Publisher assembles the Author based procedures into an integrated and cohesive set of browser based process documents. Publisher automatically creates role-based desk manuals to provide this content to your entire team. By selecting a specific desk manual for a role, your employees can drill down and see just those business processes which they participate in, while also learning what other roles play a part in getting the job done. Deploy this content on your intranet, and the critical knowledge is retained and disseminated to those who need to know. Tutor s new Business Process Conversion capability imports Microsoft Visio files as well as XPDL based process models into Tutor Procedures, accelerating procedure development when those artifacts are available. Tutor Desk Manual Oracle User Productivity Kit Oracle UPK is a content development platform for your business applications, capturing the People to System component of organizational expertise. UPK s discrete recording process records the

4 application steps a user follows to complete a transaction. Once the system process is captured, UPK creates multiple outputs deployed via Microsoft Word as well as the online UPK Player. The Player simulations provide a user with an interactive simulated application environment in which to safely learn and practice, and where organizations can gauge the proficiency of their users. When UPK simulations and Tutor procedures reference each other, a complete approach to deploying institutional knowledge is available to you. The illustration below is the opening of a simulation, providing business context prior to executing a transaction walkthrough. UPK Player Screen Tutor and UPK work most effectively with the Oracle Applications family. Both are integrated with the Help System of the e-business Suite, and the UPK Do It mode integrates into the Oracle Applications and provides context sensitive help for the EBS, Enterprise One, Enterprise, and Siebel applications. Oracle s Approach Oracle s documentation approach is based on years of effective user documentation projects, with a specific focus on managing the transition of critical business knowledge in a large organization. Our approach is based on identifying areas of primary risk and moving quickly to documenting those. In a review with Executive Management, business areas are identified where immediate resource transition will occur, either through retirement or attrition. Key resources are targeted for process interviews. Meanwhile, the organization decides who will be performing the documentation activity. Resources are trained in Tutor and UPK, and document ownership is defined. Tutor Author is so easy to use that some employees may document their own processes, within a larger framework. The document controller assembles the written procedures and generates the browser based desk manuals, process documents, and simulations. Once developed, documents can be deployed quickly for review as well as production use.

5 Conclusion Oracle HCM Legacy Planning Oracle's specific offering is a combination of product license and consulting services tailored to meet the needs of your organization. Oracle Product Licensing Oracle Tutor (includes both Author & Publisher) Oracle User Productivity Kit Oracle HCM Legacy Planning Benefits Oracle's Tutor and UPK end user documentation tools are: Easy to learn and use Easy to deploy Supported by a project tested methodology Documentation created with Oracle's Tutor and UPK: Is easy to understand, facilitating rapid uptake Improves end user productivity Eases the risk of resource transition Learn More For more information about Tutor, visit Oracle.Com or the Tutor Blog. Post your questions at the Tutor Forum. HCM Succession Planning December 2010 Author: Chuck Jones Contributing Authors: Beth Renstrom Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA U.S.A. Worldwide Inquiries: Phone: Fax: oracle.com Copyright 2010, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. UNIX is a registered trademark licensed through X/Open Company, Ltd. 1010

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