CON2758: Oracle HCM Cloud Better than Ice Cream Wells Blue Bunny Case Study Moscone South Room 208 Tuesday, October 3 rd 12:45 PM 1:30 PM
Our Session Today Wells Enterprises, the largest family-owned ice cream manufacturer and producer of many well-known brands including Blue Bunny, was planning for growth and expansion, and needed to bring its HR processes into a streamlined, next-generation technology platform. Join this session to learn about the large-scale HCM transformation, and how Wells implemented Oracle s Core HR in the cloud, Oracle Payroll Cloud, and Oracle Benefits Cloud. Learn about the decisions that led Wells to select the Oracle platform and the benefits realized since the implementation. Deron Stoecklein Principal Jasen Heaton Director of Applications 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 2
Today's Discussion 1 About Grant Thornton 2 About Wells Enterprises 3 Wells Enterprises Oracle Cloud Journey 4 Lessons Learned 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 3
Wells Enterprises About Grant Thornton
About Grant Thornton We are the U.S. member firm of Grant Thornton International, a global organization of member firms providing audit, tax and advisory services to clients for more than 90 years. 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 5
Oracle Practice Solutions Focus 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 6
Wells Entertainment About Wells Enterprises
History Wells Enterprises, Inc. Founded as Wells Dairy in 1913 by Fred H. Wells in Le Mars, Iowa Name that Ice Cream Contest in 1935 Blue Bunny is the Winner! More Ice Cream is made in Le Mars, Iowa, (one city) by Wells (one company) than in any other place on earth, making Le Mars, Iowa the Ice Cream Capital of the World! The largest privately held and family owned ice cream manufacturer in the US 8
Scope of Enterprise State-of-the-Art ice cream manufacturing facilities 2,500+ employees nationwide More than 50 production lines Produce more than 150 million gallons of ice cream annually Over 50,000 product shipments each year $1 billion in annual sales Distribution Channels Retail Grocery Convenience Stores Club Stores Foodservice Mobile Vending 9
Retail and Distribution Channels 10
Wells Enterprises Our Oracle Cloud Journey
History Well s existing HR system was labor-intensive, customizations and manual processes were pulling both IT and HR resources away from the strategic initiatives necessary for company growth. HR and IT were spending a substantial amount of time on tasks including spreadsheet creation, information-gathering and reporting IT was continuing to invest time supporting Lawson including customizations to the various applications and adding manual bolt-ons The on-premise application took resource time from the IT technology team to maintain, and any large scale change would feel like an entirely new implementation, and IT had to be involved throughout the process. Employees didn t feel empowered because they had manual forms to complete, trouble accessing information, making changes to their benefits, etc. Well s also needed to lessen the administrative burden on IT for maintenance and customizations, while streamlining HR employee lifecycle by: Increasing reliance on self-service to reduce HR transactional work and improve compliance Providing enterprise-wide workforce visibility profiles, development, personal & job data dashboards Giving employees access to information through cloud and mobile capabilities 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 12
Project Vision Align Workforce with Strategic Objectives and Needs Leverage Modern HCM Cloud solutions to maximize User Experience for increased engagement and adoption Standardize processes to align to best practice; configuration vs. customizations where possible Integrate systems and processes within Talent Management and HCM (e.g., recruiting, compensation, performance) Simplify and automate workflow to avoid rekeying Optimize workforce utilization, ensure that the talent and leadership pipeline is visible for all future needs Adopt HCM Cloud solutions over time to maximize cost savings and better prioritize resource availability 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 13
Project Objectives Enable a growing firm with a necessary, easy to use solution that scales, the technology in place today with Lawson is limiting in a number of ways Streamline functional processes for Core HR Management, Benefits Administration, Payroll Administration, Talent Management Performance Review, and Compensation Management Deploy cloud-based solutions to support their employee application support infrastructure Provide business intelligence and reporting analytics for human capital management, talent management and compensation Enable Cloud technologies from Oracle to support the HCM Systems Road Map: o o o o o o Oracle Cloud Core HCM with Employee and Manager Self Service Oracle Cloud Payroll Oracle Cloud Benefits Administration Oracle Cloud Talent, Performance, Succession and Goal Management Oracle Cloud Workforce Compensation Management Oracle Cloud Business Intelligence for HCM 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 14
Project Scope Considerations Grant Thornton collaborated with Wells' to outline the following guidelines and related timeline drivers / considerations. Key Drivers Oracle Cloud Core HCM and Self Service Oracle Cloud Payroll Oracle Cloud Benefits Administration Oracle Cloud Performance, Talent, Succession and Goal Management Oracle Cloud Compensation Oracle Cloud Learn Process Design Policy/Plan Design Geographical Scope Language Requirements Plan Design Policy Management Integrations Conversion Reporting Change Management Wells' Enterprises had alternatives to deploy these applications. Grant Thornton outlined a phased approach and a big-bang approach for Wells' to consider deploying these applications to support the HCM Transformation initiative across the enterprise. 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 15
Project Timeline Based on a module-based implementation plan, finalized by the Wells' Enterprises and Grant Thornton teams, for the proposed footprint, the team followed a structured deployment timeline that follows: M16 A16 M16 J16 J16 A16 S16 O16 N16 D16 J17 F17 M17 A17 M17 J17 J17 A17 S17 O17 N17 D17 2018 Wave 1 Core HCM Self Service Benefits Payroll Core HCM Payroll Benefits Administration (US) Self Service Stabilization Non Oracle Operational Projects Wave 2 Compensation Performance Talent Learning Talent, Goals, Succession Performance Compensation Learn 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 16
Project Staffing Strategy Total Project Cost Risk = High Consultant role too small to influence project, manage risks, and realize benefits. Client Led Client Roles & Responsibilities Collaborative Implementation Partner Roles & Responsibilities Consultant Led Risk = High Consultant role too large. This creates risky dependence, lower probability of sustainable benefits. Total Project Cost Implementation Partner Role: Advisor Partner Driver Owner Requires more internal Work side by side with External resources implement the resources internal and external team system members External resources provide advisory support only Increased risk in project failure / delay Lower external resource cost Ideal Zone Design decisions made with a complete understanding of the organization s critical requirements Ensure knowledge transfer Minimize project risks Increased project cost with quicker benefit realization Software configuration may not meet organizational requirements Less knowledge transfer Increased risk in project failure Higher implementation costs due to heavy reliance on external support 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 17
Project Governance The project team utilized the following framework to ensure that all threads of work are completed according to plan. Through weekly communications and meetings, all stakeholders were kept familiar with the project, issues and next steps. This framework required commitment from the client sponsors, project management and team leads. Project Management Scope Management Resource Management Risk Management Financial Management Quality Management Infrastructure Management Development Management Technical Leads Configuration Management Integration Management Functional Leads Work Management Issue Management Change Leadership Team Change Management 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 18
Application Specifics All modules are not created equal Dependencies exist Some should be concurrently Module specific nuances: Core HCM Benefits Payroll / OTL Compensation Learning Talent Management 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 19
Application Dependencies HR Payroll Benefits HR Global Transfer (LE change) Overtime Period Change Time Card Required Kronos Pay Rule Average Daily Hours Wellness EIT Wells Retiree Medical EIT Contact Information Assignment Information Areas of Responsibility Payroll Location/Working at Home SSN for proper US Taxation Employee address changes Assignment Status Custom Extra Information Types Payroll Relationship 401K Non-Rep ER Match 401K Rep ER Voluntary Deductions Arrears Recovery Benefits Assignment Status Extra Information Types Custom Extra Information Types Benefits Groups Vendor Demographic Integrations Benefits Elements Program/Plans/Rates Vendor Deduction Integrations 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 20
Project Recap For a company that s been in business for over 100 years, change can be painful. Moving from a 15+ year-old, on-premise platform to a sophisticated, cloud-based solution is a significant undertaking and requires a committed and enthusiastic project champion. Demonstrating excellence in leadership, Wells is driving the HR team toward a modern, process-efficient organization. Now that HCM Cloud has given Well s employees a single source for information, they have been able to standardize their processes, and become more efficient. The robust reporting capabilities allow for insightful decision-making, reduced risks enhanced internal controls; and the cutting edge cloud technology and mobile capabilities appeal to tech-savvy talent pools, as Well s enhances its workforce. Reduced implementation time through: o Instant access to the client software environments o Use of out of the box Business Processes to guide the design o Leveraging GT proprietary tools and templates like data mapping and conversion spreadsheets, configuration workbooks, testing Significantly reduced production support required from IT allowing the organization to focus on their customer-facing solutions Provided a mobile and social platform for users - especially in the areas of employee self-service, benefits enrollment and time and expense entry/approval Reduced time and increased accuracy of the payroll process through the use of PBL by eliminating many custom spreadsheets 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 21
Early Project Results Application Area Benefit Detail Core HR Efficiency - Maintenance Replaced dated HCM systems, reducing time entry effort saved resources time during payroll processing and new hire process. Previously they were using multiple systems for modules and duplicate data entry was required. Data Accuracy Overall effectiveness of HR space is increased by utilizing employee self-service application due to pushing the ownership to employees. Can ensure validity and accuracy of data. Efficiency - Transactional Oracle workflow has reduced the amount of lag time for manual transactions from days to minutes (i.e. salary change) previously their workflow included departments that were strictly included for notification purposes and not approval purposes. Transactions could sit with a person for multiple days before moving onto the next. Created a standardized process with notifications so a transactions would not sit with a person who was not decision making. System also has delegation rules which were previously unavailable, ensuring the process does not get delayed when a decision maker is out of the office or unavailable. Benefits Payroll, Time Entry, Absence Tracking Automation Data Speed & Accuracy Automation Automation of report distribution (reports distributed on a monthly basis to without having to run each report individually and send in an e-mail) Increased employee benefit enrollment speed and data integrity by deploying self-service from one integrated system. Streamlined time integration, absences, compensation & benefits data to Payroll, resulting in reduced manual entries by Payroll admins. 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 22
Don't forget Legacy system retirement Data archival strategy Mid-project Oracle upgrades Oracle Community participation Business events calendar (OE, Comp, etc.) Lead times SI s, Oracle, internal staff transitions End-to-end process issues 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 23
Keys to Success Clear definition of scope monitor and adjust as business needs require Acceptance of cloud applications adapt to capabilities Understand and integrate the cloud release cycle(s) into your plans Top management support and commitment Proper allocation of resources to support implementation lifecycle Project management including proper usage of Oracle Implementation Success Manager Proven methodology and project approach User involvement throughout the project to begin to create buy-in and support for the new system Redesign and alignment of business processes to support the new system Structured change management process Detailed implementation plan and manage to it Develop and execute robust testing plan Ability to make timely decisions throughout the project 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 24
Closing 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 25
Hear more from Grant Thornton At OpenWorld Sunday 10:45 am 11:30 pm Room 307 Keys to planning a successful Oracle HCM Cloud implementation (SUN2727) Ken Fontenot 11:45 am 12:30 pm Room 308 Oracle ERP Cloud across countries, currencies and cultures (SUN2699) Matt Peterman and Tori Marinucci, Maiden Re 12:45 1:30 pm Room 307 Betting big on Oracle Cloud at Caesars Entertainment (SUN2756) Deron Stoecklein and Mike O'Brien, Caesars Entertainment 2:45 3:30 Room 308 Oracle ERP Cloud Networking (SIG1590) Matt Peterman, Grant Thornton, Jon Vaughn, Quest International Users Group Tuesday 11:30 am 12:15 pm Room 159 Jackpot: Caesars Entertainment adopts Oracle ERP Cloud (CON4617) Bill Behen and Michael Mann, Caesars Entertainment Wednesday 2:00 2:45 pm Room 155 Customers present: Enterprise performance reporting (CON6772) Brad Kwiatek, Michael Mann, Caesars Entertainment and Al Marciante, Oracle 3:30 4:15 pm Room 3022 Customer testimonial: Move over, Picasso. We use a different canvas - Oracle's IaaS (CON5775) Jeff Silverman and Tom Bressie, Oracle 3:30 4:15 pm Room 214 Moving PeopleSoft Payroll to Oracle HCM Cloud (CON2714) Bill Stratton Also check out Modern finance: Changing the perspective on profitability A CPE event at the Harvard Club, New York Oct 26, 4:30 6:30 12:45 1:30 pm Room 208 Oracle HCM Cloud: Better than ice cream - Wells Blue Bunny case study (CON2758) Deron Stoecklein and Jasen Heaton, Wells Enterprises 7:00 9:00 pm Grant Thornton cocktail party at B Restaurant & Bar 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 26