Fixed Scope Offering For Oracle Fusion HCM SaaS Implementation

Transcription

1 Fixed Scope Offering For Oracle Fusion HCM SaaS Implementation

2 Agenda Company Profile Business Objectives Business Challenges Solution Proposal Scope - Business Process Scope - Application Implementation Approach Project Plan Exclusions Assumptions Project Team Structure Responsibilities

3 ABOUT METSCON METSCON, UAE, established in 2007, is one of the fastest growing IT solutions companies in the GCC. The operations in this region are supported by best of breed professionals from various industries. METSCON UAE is supported by the offshore development center at Chennai. Over 200+ professionals at METSCON offer professional services to key clients in the MEA Region. The key practices include consulting and turnkey solutions for Oracle ERP implementations and upgrades, Development for mobile communication platforms and professional services. The key domain competencies include verticals like Financial Institutions, Healthcare, Real Estate & Property Development and Professional Services across all verticals. The METSCON management, with a total of 250+ man years of experience, offer a wide range of resources to customize, enhance, support and extend solutions for customers. Certified Oracle Gold Partner and IBM Business Partner METSCON has already successfully rolled out the Oracle EBS for VASCO, covering Finance and Supply Chain

4 Business Objectives Implement an Organization wide robust & scalable Human Capital Management System Faster Return On Investment (ROI) Lower Total Cost of Ownership (TCO) Adherence to the Global Best Practice Faster Turn around time from Start to Finish

5 Business Challenges Identify, Retain & Reward the best Employees. Identify and leverage the hidden talent pool with in the Organization. Create an employee-centric & a serviceoriented HR organization. Improve Productivity with the HR organization. Create a smooth, efficient and a streamlined HR process that ensures an excellent employee Experience.

6 Oracle Fusion HCM on Saas Benefits No Investment On Costly IT Infrastructure. Return On Investment is far Greater for Cloud based applications as compared to on premise applications. Application Management along with patch management is addressed by the service provider. Minimize upgrade costs with systematic and proactive change management. Flexibly scale up or down as the market and business requirements Demands.

7 Solution Proposal

8 Solution Proposal

9 Solution Proposal

10 FSO Offerings Global HCM Time and labour Payroll 19 Weeks 17 Weeks Goal Management Performance Management Succession Planning & Talent Review Compensation Global HCM Benefits Absence Management 16 Weeks + Includes two weeks support

11 Package 1 - Timelines Project Design 2 weeks Package Modules Duration Package 1 Configure 4 weeks Validate 4 weeks Fusion HCM Cloud Global HCM Benefits Absence Management Transition 2 weeks Realization 2 weeks 16 Weeks Support 2 weeks

12 Package 1 - Scope Fusion Global HCM, Benefits and Absence: Setup 1 Legal Entity, 1 Country, 3 Business Units Setup Workstructures (10 Departments, 25 Positions) Setup Reference sets in addition to Common Enable delivered roles like Employee, Line Manager, HR Specialist, HR Manager Enable HCM Workflows as delivered (modify maximum of 2 delivered workflow depending on the feasibility) Review of delivered dashboards and OTBI analytics Configure Benefits Plan with Life Events Setup Absence Plans and Types for one Legal Entity Configure reusable Eligibility profiles for Absence and Benefits Create fast formula for Absence Management Automate Absence Enrollment and accrual processes by scheduling necessary ESS jobs

13 Package 2 - Timelines Support Project Design Configure 4 weeks Validate 5 weeks Transition 2 weeks Realization 2 weeks 2 weeks 2 weeks Package Modules Duration Fusion Talent Management Goal Management Package 2 Performance Management 17 Weeks Succession Planning & Talent Review Compensation

14 Package 2 - Scope Fusion Talent Management: Configure Goal Plan Manage Goal Library, Mass Goal Assignment and Administer Goals Configure 2 process flow and 2 performance templates per process flow Define Rating Models Configure questionnaires Configure Success Plan Configure 1 talent review template Defining of Talent Review Process Configure Compensation Plan Review of delivered Talent Management dashboards and OTBI analytics

15 Fusion HCM Co-existence

16 Package 3 - Timelines Support Project Design Configure 4 weeks Validate 5 weeks Transition 3 weeks Realization 3 weeks 2 weeks 2 weeks Package Modules Duration Package 3 Fusion HCM Cloud Global HCM Time and labour Payroll 19 Weeks

17 Package 3 - Scope Fusion Global HCM, Payroll, Time and Labour: Setup 1 Legal Entity, 1 Country, 3 Business Units Setup Workstructures (10 Departments, 25 Positions) Setup Reference sets in addition to Common Enable delivered roles like Employee, Line Manager, HR Specialist, HR Manager, Payroll Manager. Enable HCM Workflows as delivered (modify maximum of 2 delivered workflow depending on the feasibility) Configure Time and Labour business process as delivered Setup of time cards Setup payroll for one LDG Configure maximum of 50 elements Create fast formula for Payroll (maximum of 10 formulas) One simulated parallel payroll run before go-live

18 Project Planned Combined Global HCM, Absence Management, Benefits Phase Week1 Week2 Week3 Week4 Week5 Week6 Week7 Week8 Week9 Week10 Week11 Week12 Week13 Week14 Week15 Week16 Project Design Configure Validate Transition Realization Support Goal, Performance, Succession Planing and Talent Review Phase Week 15 Week 16 Week 17 Week 18 Week 19 Week 20 Week 21 Week 22 Week 23 Week 24 Week 25 Week 26 Week 27 Week 28 Week 29 Week 30 Week 31 Project Design Configure Validate Transition Realization Support

19 Scope Business Process Module Global Human Resources Workforce Lifecycle Management Process Add person Enable worker Manage Employment information Manage personal information Promote worker Transfer worker Terminate worker Report on Personnel data Hire Employee Hire Contingent Worker Configure Pre Boarding processes Configure On Boarding processes Establish Roles & Duties for employees, contingent workers, Line Manager, Human Resources Specialist

20 Scope Business Process Performance management Goal Management Process Set Up of Performance Management Business Flow Set Up of Notifications and Approvals Configure and assign necessary security roles to perform evaluations End to End Flow with Goal Management if getting implemented and related Data with Fusion HCM Enable Fusion Tap functionalities Set up of Goal Management Business Process Flow Configure Goal-Related Notifications and Approvals Enable Goal related dashboards and analytics Enable Fusion Tap functionalities

21 Scope Business Process Benefits Absence management Process Define Life Events New Hire Enrollment Employment Termination Marriage Gain Dependent Job Change Location Change Set Up Absence Plan and Type Absence automation by scheduling processes Absence Formulae Absence Security Roles Enable Fusion Tap functionalities Integration to Payroll, if getting implemented

22 Scope Business Process Talent Review Succession Management Workforce Predictions Compensation management Process Configure Talent Review Process Configure Talent Review Notifications Enable predefined templates Succession Management Business Process Flow Notifications and approvals Suitability Match Configure Workforce Prediction Models Configure Compensation Business Process Flow Setup compensation plan Configure compensation model and formulae Enable scenarios and analysis options Notifications and approvals

23 Scope - Application Brief Modules Global Human Resources Absence Management Key Features Simple, modern, productive and intelligent self-service Analytics embedded in business processes Robust workflow and approvals engine Composite, role based, interactive views of worker information Interactive visual organizational charting Best-fit analysis to identify most qualified workers Define and Maintain Absence Plans, Accruals, Eligibility and Enrollments Schedule and Record Absences View accrued absence balances and submit absence requests for approval Manage Absence Processing Report and analyze Absence Data

24 Scope - Application Brief Modules Key Features Benefits Complete, Configurable Life Event Management Complete Benefits Enrollment Processing - on demand, automatic, life event based and scheduled/open enrollment Guided Setup Flows and Quick Program and Plan creation Re-useable Sets of Eligibility Criteria

25 Scope - Application Brief Modules Performance Management Key Features Template driven setup that supports different processes such as annual evaluations, project evaluations, one to one interviews, exit interviews etc. Intuitive task list and navigation Easy Viewing of Worker Performance Documents Real-time embedded business intelligence providing managers deep and meaningful insight into the performance process Side-by-side Worker and Manager Ratings Notifications for events occurred in the evaluation process

26 Scope Business Process (HCM) Process Add person Enable worker Manage Employment information Manage personal information Promote worker Transfer worker Terminate worker Report on Personnel data Module Description Only one fully configured Enterprise Structure Load One file for Work Structures with 25 jobs, 10 locations, 25 departments, 50 Positions. One Language Onboarding and Off boarding checklist templates Multiple document types Configure Approval Workflow for each transaction type based on Line Manager hierarchy

27 Scope Business Process Performance Management Process Set Up of Performance Management Business Flow Set Up of Notifications and Approvals End to End Flow with Goal Management if getting implemented and related Data with Fusion HCM Module Description Performance Document Type Performance Templates Sections Rating Models Multiple Questions in the Question Library Multiple Questionnaires Configure Section Weighting and Calculation Rules

28 Scope Business Process Goal Management Process Set up of Goal Management Business Process Flow Set Up of Goal-Related Notifications and Approvals Set Up of with the Fusion Performance Management process, if applicable Module Description Configure Goal Plan Define Goal Libraries with Goals Define Goal Library Targets in Goal Library with target outcome Create Goal Types, Goal Mass Plan

29 Scope Business Process Workforce Lifecycle Management Process Hire Employee Hire Contingent Worker Configure Pre Boarding processes Configure On Boarding processes Establish Roles & Duties for employees, contingent workers, Line Manager, Human Resources Specialist Module Description Configuration of Workforce Lifecycle processes Pre Board new worker/on board employees Add Contingent Worker View Worker Compensation Information View Worker Employment Information Update Person Profile Add Goals for Direct Reports Manage Allocated Checklist On Board new worker/on board employees Verify Personal Information View Employment Information Update Person Profile Add Performance Goals Review Roles View Compensation Information Elect Benefits

30 Goal Management Modules Goal Management Key Features Setting and tracking of goals across the various levels of an organization Ongoing performance conversation throughout the year Managers and workers can collaborate to set goals that align to the organization s direction Personal development plans are delivered to allow employees to track their personal growth and career development Goal sharing and the ability to link goals to shared work spaces with a full suite of collaborative tools Seamlessly integrates with Performance Management to enable a point-in time evaluation of goal achievement.

31 Talent Review & Succession Management Modules Talent Review and Succession Management Key Features Highly interactive talent review dashboard Provide visual assessment of individuals risk of loss / impact of loss Assign tasks, capture notes, and assign development and performance goals within the meeting Show progression of talent on the box chart from one talent review cycle to the next Group talent populations and configure the talent review dashboard to your matrix standards Manage meeting setup process, prepare data from a consolidated meeting preparation page, create a meeting action plan from tasks.

32 Talent Review & Succession Management Modules Workforce Lifecycle Manager Key Features Create incumbent, job or position-based succession plans Create talent pools and assign associated development goals to the members Interact with succession plans and talent pools from within the talent review dashboard Track and analyze succession plan bench strength Embedded analytics provide HR and Line Managers with metrics on individuals or business units over processes and tasks

33 Workforce Predictions Modules Key Features Workforce Predictions Predict Worker and Team Performance Predict Worker and Team Attrition Improve Performance and Reduce Attrition through What If Modeling Make Decisions and Take Actions Immediately or Over Time Accurate and Statistically Valid Predictions

34 Implementation Approach This Fixed Scope Offering is based on the Oracle Unified Methodology for Cloud deployment. OUM for Cloud Implementation accentuates an out of the box approach. METSCON will guide the customer throughout the Implementation phases namely : Plan, Prototype, Validate, Transition and Sustain. These phases contain activities that will ensure the successful, on time and within budget project completions subject to the exclusions and assumptions

35 Implementation Approach Structure Project Design Configure Validate Transition Realization Confirm Scope Plan Project Conduct Kickoff Meeting Gather Setup Information Define Data Load and Integration Approaches Perform Initial Setups in Test Environment Validate Configuration Load, Reconcile and Validate Data (Initial) Implement and Validate Integrations Prepare Cutover Strategy Adjust Test Environment Setups, if necessary Load, Reconcile and Validate Data (Full) Conduct End-to-End Review Confirm Solution to be Migrated to Production Train-the-Trainer Configure Production Environment Migrate Integrations to Production Load, Reconcile and Validate Data in Production Final Validation Verify Production Readiness Go Live Transition to Steady- State Operations Post Go-Live Support Accept System Project Management

36 Approach Structure Project Activities Project Design Configure Validate Transition Realization Plan Project Setup Applications Update Setups Migrate Configuration to Production Manage Transition to Steady-state Operations Conduct Kick-off Meeting Validate Configuration Prepare Validation Scripts Migrate Integrations & Extensions to Production Post Go-Live Support Schedule Workshops Conduct Functional Design Workshops Conduct Technical Design Workshops Conduct Design Review Load & Validate Data Build & Validate Integrations Apply & Validate Extensions and Extensible Items Implement Security Load & Validate Data Conduct End-to-End Review Prepare for Training Load, Reconcile & Validate Data in Production Conduct Final Validation Review Verify Production & Operational Readiness Handoff to Client Relationship Manager Gain Acceptance Close Project Develop Security and Validation Strategies & Plans Prepare Cutover Strategy Conduct Train-the-Trainer Workshops Begin Production Use Conduct Implementation Checkpoint Conduct Implementation Checkpoint Conduct Implementation Checkpoint Conduct Implementation Checkpoint Project Management METSCON Responsibility Shared Responsibility Client Responsibility

37 Global HCM - Key Features Balances People, Process & Technology Available on the device of choice Simple and productive self-service capabilities Provides relevant and secured information Interactive organizational charts Collaborative tools Predictive analytics Simple, intelligent navigation

38 HR - Simplified Best practice standards based security (RBAC) Localizations and regulatory compliance Person Model Employment Model Global Worker Tracking Position Management Absence Management Built-in extensibility Integration

39 Employee Lifecycle

40 Exclusions Historical DATA Migration Organization change management is not part of the scope. Upgrades of the Fusion Application is out of this scope. There will be no 3 rd Party Integration. Single sign-on solution with Fusion is not scoped as a part of the offering. Custom role creation will be outside the scope. Data extraction and cleansing are part of the Customer responsibility. No custom reports or dashboard will be developed by METSCON for the implementation. If required, Change Request (CR) can be taken up with separate commercial and project timeline.

41 Assumptions 1. The standard business flows and Fusion functionality will serve as the base for the implementation. 2. Oracle s OUM for Cloud Implementation Approach will be used for the implementation 3. A small Project team is formed by the client and empowered to make decisions. 4. Requirements will be provided by the Project Team before the end of solution design. 5. Basic UAT Test Scripts will be delivered 6. HR Guidelines, policies and procedures will be shared with the implementation team. 7. The timeline is based on the assumption Oracle Fusion HCM instance is provisioned before project commences and clean data in the required format is provided to Implementation team within a week of commencing of project. 8. The implementation is based on the Cloud deployment model, hosted at Oracle 9. In the Cloud deployment model, two project environments are available: A sandbox and a production environment 10. No Customization is performed. Configuration within the standard system is performed 11. No Upgrades will be done during the implementation of the FSO. Upgrade during initial deployments are out of Scope 12. METSCON will adopt Train the trainer approach for conducting user training

42 Project Team Structure

43 Project Team Structure Cntd. Project Steering Committee The Steering Committee s role is to provide advice, ensure delivery of the project outputs and achieve stipulated project outcomes. This may include such tasks as: Identifying potential risks, Monitoring risks and Monitoring the quality of the project as it develops. Client Project manager The Client Project Manager will be the single point of contact for the METSCON team for inputs from Client. He will be responsible for coordinating with client stakeholders and organizing all the logistics for successful delivery of the project. He will work jointly with the METSCON Project Manager to coordinate day to day project tasks and activities. Client Project manager The METSCON Project Manager shall be the single point of contact for the client for any issues relating to the delivery of services. He shall be responsible for the day-today implementation activities of METSCON. He will manage METSCON resources on the project and keep the Steering Committee appraised of the progress.

44 Project Team Structure Cntd. Subject Matter Expert The METSCON subject matter expert (SME) provides the knowledge and expertise in specific Modules for a project. The SME ensures that requirement gathering is accurate and that delivery of the project outcomes is assured. Functional Consultant The METSCON Functional Consultant is the product and implementation expert in his specific functional areas. He has skills and expertise in Taleo implementation and also has an understanding of business processes.

45 Team Responsibility For the project to be successful Customer must fulfil the following obligations: Order Oracle Fusion HCM Cloud prior to project start Assign a project manager to lead your staff s efforts Assign experienced and empowered business and IT users to work closely with METSCON's consultants according to project plan (some full-time allocation may be necessary at times). Perform certain project tasks according to project plan such as a) provide data in format specified by METSCON: b) customer side of integration; c) end user training Arrange for a project executive sponsor and project steering committee Accept that part of the work performed by METSCON Consulting will not be on-site

46 Additional Services Custom Reports Custom Integrations Upgrades Additional Data Migrations Additional UI / Apps Changes

47 THANK YOU!