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How McKesson Successfully Delivered the Largest HR Analytics Project
Ling Xiang Oracle BI Applications Product ManagerIan Leath Enterprise Solutions Director McKessonBarry Cooper Head of Development McKesson
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.2
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.”
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.3
Oracle BI Applications Product FamilyRapid Performance Insight
CRM ANALYTICS
ORACLE BUSINESS INTELLIGENCE FOUNDATIONAND OTHER OPERATIONAL AND ANALYTIC SOURCES
SOURCE ADAPTERS:
ERP ANALYTICS
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.4
Pre-Built Analytic Warehouse1.• Business Analytics Warehouse• Over 300 star schemas • Designed for analysis and reporting
2.
Role-Based DashboardsBest Practice Metrics3. 4.• Over 10,000 metrics • Additional pre-defined calculations• Based on best practices
• Pre-mapped integration • Fusion, EBS, PSFT, SEBL , JDE, IBM• Role-based Security
• Over 500 Dashboards and Pages• Over 3,000 reports• Across Lines of Business
Certified Application Integration
Oracle BI Apps: Deeper than Dashboards
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.5
What’s in Human Resources Analytics (11.1.1.7.1)
• Retention• Overview• Retention Hotspots• Top Performers• Trends
• Absence and Accrual• Overview• Accrual• Absence Trends• Absence Details• Absence Calendar
• Compensation• Overview• Salary Compression• Pay for Performance
• Fusion Embedded Content
• Workforce Trend• Turnover Trend
• Workforce Effectiveness• Corporate Contribution• Effectiveness• Trends
• Workforce Deployment• Overview• Staffing• Demographics• Trends
• Workforce Development• Overview• Employee Performance by
Supervisor• Employee Performance• Supervisor Performance• Internal Mobility• Top Performers• Under Performers
• Recruitment• Overview• Requisitions• Vacancy Analysis• Recruitment Pipeline• Offer Analysis• New Hires• Applicant Pool• Quality of Hire• Recruiter Effectiveness• Requisition Recruitment
Activities• Recruitment Event Details• Candidate Sourcing
• Learning• Overview• Manage Enrollments• Training Results• Delivered Training
• Time and Labor• Overview• Timecard Monitoring• Processed Time• Time Coverage• Time Trend• Estimated Labor Cost
• Payroll• Overview• Payroll Trend• Payroll Cost• Overtime Spend• Payroll Labor Hours
Dashboards 11 Dashboard Pages 55 Reports 323 Attributes 683 Metrics 600
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.6
Benefits of Time and Labor Analytics …• Gain quick insight into key time collection
metrics and monitor timecard status Analyze reported time trend and time usage
pattern
Track productive and non-Productive time and control overtime usage
Check reported and processed payable time variance
Analyze time posting to payroll and projects
Easy navigation from key metrics, time trend to transactional timecard details
Support Oracle and PeopleSoft Time and Labor; Support for Fusion Time Labor is planned
What Is New HR Analytics 11.1.1.7.1Time and Labor
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.7
A new star schema to store pay run transactions including earnings, deductions, taxes and special balances
Aggregate payroll balances into configurable summary measures for better total compensation and cost analysis, e.g. total base pay, employer-paid healthcare cost and taxes, etc.
Time trend analysis on payroll measures e.g. year, quarter, month and year ago
Custom fields to extend payroll balances
Support Fusion, EBS and PeopleSoft Payroll (including North American and Global Payroll)
Benefits of Payroll Analytics…
What Is New HR Analytics 11.1.1.7.1Payroll
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.8
Dimensional enhancements– New HR Assignment dimension to support multiple assignments
– New HR Person dimension captures the static view of a person (no history); new HR Person Legislation dimension to support legislative attributes, e.g. ethnicity and captures history
– New Cost Center dimension (derived from an employee’s department)
– New HR Supervisor hierarchy at the assignment level instead of at employee level
– New HR Position hierarchy
– New Compa-Ratio Band dimension
– New Legal Entity dimension
– New Reporting Establishments dimension
What Is New HR Analytics 11.1.1.7.1Core Workforce Enhancements
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.9
All fact tables have been enhanced to support new dimensional changes
New Performance Band in Learning Enrollment and Completion subject area
New Workforce frozen snapshot to support as-Is and as-was reporting Enhanced Type 2 slowly-changing dimension joins (use Type 1 original
key plus Effective Date) Redesigned Compensation dashboard to analyze salary compression
What Is New HR Analytics 11.1.1.7.1Other Enhancements
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.10
Next Generation Data Integration
Oracle Data Integrator provides In-database E-LT Transformation vs. E-T-L Best in class performance, scalability, availability Lightweight deployment for lower TCO Faster time-to-value through declarative design
Oracle Golden Gate option for BI Apps Reduce load on source system by streaming data
continuously into persistent store in the DW More reliable change data capture and delete
support Enables near real time DW refresh
BI Apps 11.1.1.7.1 with Oracle Data Integrator and Golden Gate
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.11
HR Analytics RoadmapCurrent Releases and Roadmap
• For Applications Unlimited customers• ETL with Informatica
• For Application Unlimited customers• New ETL with ODI• New Golden Gate option• New Time and Labor Analytics• New Payroll Analytics• New Adaptor: PeopleSoft Global Payroll
• Fusion & AU: release alignment• Dual ETL ODI and Informatica
• New content: Talent Profile Analytics
• New cloud adapters: Adapters to Fusion HCM Cloud Services, Taleo Recruiting adapter
• Co-existence of Fusion, Taleo Clouds and Apps Unlimited in HR Warehouse
• New: Better support flexfield extension
• Cost of Ownership Improvements: Data Lineage, ETL Validation, platform support
• Endeca Extensions
• BI Applications as Oracle Cloud Service
• New content: HR/Financial integration, continuous Talent Management enhancements
• New Cloud Adaptor: Fusion Time and Labor
• Unstructured/big data analytic applications e.g. employee survey analysis
• Continue user experience redesign by leveraging BI Foundation Suite platform developments including Mobile App Designer
• Additional cost of ownership improvements
BI Apps 7.9.6.4January 2013
What’s Next0-12 month planning cycle
Future DirectionsPost 12 month planning cycle
BI Apps 11.1.1.7.1May 2013
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.12
HR Analytics Cloud Integration
ETLPSFT HCM
Other SourcesOther Sources
EBS HCM
OBIA Data WarehouseOBIA Data Warehouse
OBI Applications
BI Common Semantic Model
BI View ObjectsBI View Objects
Fusion HCM SaaS
OTBI
BI Common Semantic Model
Taleo Recruiting
Flat Files Extract
On Premise
SaaS Cloud
ET
L
ETL
OTBI
OBIEE Semantic Model
Release 8
Release 9
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.13
What’s Planned: Higher Value Prebuilt Analytics
Fusion OTBI(real-time operational analysis & reporting)
Fusion OTBI(real-time operational analysis & reporting)
HR Analytics(historical analysis on structured metrics)
HR Analytics(historical analysis on structured metrics)
To
da
yT
od
ay
Fusion OTBI(real-time operational analysis & reporting)
Fusion OTBI(real-time operational analysis & reporting)
HR Analytics(historical analysis on structured metrics)
HR Analytics(historical analysis on structured metrics)
Predictive Metrics(smarter KPIs)
Predictive Metrics(smarter KPIs)
Operational Modeling(domain specific forecasting
and performance mgmt)
Operational Modeling(domain specific forecasting
and performance mgmt)
Essbase Extensions“How many should I hire to meet projected demand?”
Endeca Extensions“Why is attrition in the Midwest spiking?
Workforce Sentiment(unstructured analysis of
surveys and reviews)
Workforce Sentiment(unstructured analysis of
surveys and reviews)
Advanced Analytics Extensions“Will more training increase employee productivity and by how much?”
Fu
ture
Fu
ture
McKesson Corporation Confidential and Proprietary
How to Successfully Deliver the Largest Oracle Human Resources Analytics Project
Open World 2013
Ian Leath Enterprise Solutions Director
Barry Cooper
Head of Development
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McKesson Corporation Confidential and Proprietary
Leading change for 180 yearsInnovating Quality, Safety and Efficiency Solutions
RevolutionizingIndustry Practices
Pioneering Drug Distribution and Manufacturing
1833Founded as drug importer and wholesaler
Mid to late 1800sEstablished first U.S. national drug distribution system, with covered wagons delivering products to 17 states 1870
McKesson Labs introduces first easy-to-swallow gelatin-coated pill
Early 1900sBecame leading distributor of drugs in U.S.
1964First to manufacture generic form of Tetracycline
1968McKesson Labs became No. 1 maker of Vitamin C and aspirin in United States
1989Introduced first PC-based real-time ordering system for pharmaceuticals
1990Launched McKesson IOG in England & Ireland
1990sMerged with leading IT, supply and automation companies to become largest healthcare services company
1999Launched McKesson IOG in France & Netherlands
2011McKesson acquire System C Healthcare
At the forefront of innovationin healthcare since 1833
2012The UK's leading Health and Social Care IT Solutions and Services provider
15
McKesson Corporation Confidential and Proprietary
Our global presence
US$112 billionturnover worldwide
USAMcKesson Corporation founded 1833 Employs more than 36,000 staff globallyLeaders in information technology, pharmaceuticals, pharmacy automation and disease management solutions
UNITED KINGDOMMcKesson founded 1990Staff 750 +Leading health and social care IT providerUsed by every NHS healthcare provider Fastest growing system supplier in social care
NETHERLANDSMcKesson founded 1999Employs more than 90 staffMcKesson systems support 1/5 of all patients in hospital or mental care
IRELANDOur Picture Archiving and Communications System is being installed in more than 30 hospitals across the Republic.
FRANCEMcKesson founded 1999Employs more than 320 staff#1 Supplier of e-prescribing and nursing systems in the acute sector
GERMANY & SWITZERLANDMcKesson Cardiology imaging technology is used in more than 30 hospitals
Ranked #14Fortune 500 16
McKesson Corporation Confidential and Proprietary
Location & Staff
Over 99% of all NHS organisation in England and Wales have McKesson solutions and services
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McKesson Corporation Confidential and Proprietary
Organised into 2 Business Units
Workforce SolutionsA unique portfolio of products and services designed to accelerate the benefits of the NHS Electronic Staff Record (ESR)
Health & Social CareResponds to the market’s increasing requirement for solutions which reflect the care journey ignoring boundaries between hospital, community and social care
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McKesson Corporation Confidential and Proprietary
Workforce Solutions
The Electronic Staff Record (ESR) HR and payroll system for the NHS in England & Wales
McKesson Shared Services (MSS) provides payroll outsourcing services to NHS organisations
• ESR has delivered major savings to the NHS through replacing multiple separate HR and payroll systems. It replaced 67 HR systems, 1702 in-house trust systems and 28 payroll systems
• It continues to offer NHS managers the tools needed to more efficiently manage their workforce and meet the NHS’ requirements for higher productivity and lower costs
• 10 year contract value is £500m
World’s largest integrated HR and payroll system, paying 1.4 million NHS staff every month (7% of the working population)
Provides HR, payroll and pensions services to 50 NHS organisations
• Delivering the ALBs contract with Logica• Includes electronic efficiency tools such as absence
management, electronic timesheets and electronic expenses management – the Electronic Payroll Suite
• Also covers Client Services – everything from education and consultancy to project management
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McKesson Corporation Confidential and Proprietary
The Electronic Staff Record and the NHS
20
McKesson Corporation Confidential and Proprietary 21
McKesson Corporation Confidential and Proprietary
• The NHS is the fifth largest employer in the world
• The largest employer in the UK
• Employs over 1.4million people in England and Wales
• 574 organisations
• Free at the point of care
22
The National Health Service (NHS)
McKesson Corporation Confidential and Proprietary
The NHS Electronic Staff Record (ESR)……replaced
HR systems
671,702
in-house
28Payroll systems
…is the complete workforce management tool for the NHS
• Terms and conditions
• Training history and qualification
• Absence history
• Occupational health information
• Training management and E-Learning delivery
Single workforce IT system for a devolved NHS
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McKesson Corporation Confidential and Proprietary
The National Solution for the NHS in England and Wales 420
organisations
paygrades
Assignments an hour
1.4million employees
250,000allowances
of the working population
12 million lines of custom
code supported
2million payslips
per month
350,000
175,000 51.5 million lines of code
and configuration
7% 300,000
joiners a year
265,000leavers a year
The World’s largest integrated HR & Payroll
system
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McKesson Corporation Confidential and Proprietary
Unique issues and challenges
• Error affecting 0.1% of assignments means 2,000 problems for ESR;
• Replication of faults for a resolution can sometimes be extremely difficult;
• There is nothing else on the scale of ESR.
Very Severe SLAs
• 100% Pay Accuracy;
• 99.6% Availability;
• 100% of the Service Fee is at Risk each Month.
All new Functionality needs to be scalable
• Performance testing of paramount importance;
• 100% goals with penalties attached makes change a major risk.
25
Unique Challenges
McKesson Corporation Confidential and Proprietary 26
What the ESR Solution Delivers Today…
McKesson Corporation Confidential and Proprietary
• Application HCM 12.1.3
• Database 11gR2
• IBM Power7 running AIX OS
• 20 TB Database
• 5 million assignments processed each month
• $3 billion per month payroll value
• Payroll processing peak rate circa 175k assignments per hour
• 44,000 Professional Users
• 4500 concurrent users (Maximum)
• Approx. 1m Enabled Self Service Users (Manager/Employee)
27
Operating Facts of ESR
McKesson Corporation Confidential and Proprietary 28
ESR Solution Components
InterfacesRegistrations
HR/Payroll
Self ServiceOLM
eLearning DataWarehouse
Reporting
NHS Layer Configuration500+ Customisations
E-Business SuiteOracle HCM – R12.1Oracle Database 10G
IBM POWER7 AIX 6.1
McKesson Corporation Confidential and Proprietary 29
ESR Functional Components
HR/Finance Establishment (Workstructures)
Core HRPayroll
Learning Management
Absence Management
Recruitment
Employee/Manager Self Service and Shared Service
Talent Management
Local Reports
Data Warehouse
Strategic Decisions
eRec
eKSF
GMC
NMC
T&A
BACS
GL
BACS
EDI
eProd
Smartcard
McKesson Corporation Confidential and Proprietary 30
HR Analytics – How Did We Do It?
McKesson Corporation Confidential and Proprietary 31
Drivers to Move to OBIA
McKesson Corporation Confidential and Proprietary
• Provide a new reporting facility which would become the strategic reporting tool of the future.
• An independent data warehouse.
• Provide Line Managers with more analytical analysis reporting capability.
• Report scheduling (not available in Discoverer)
• Replacement of the Discoverer Reporting solution (this is a much longer term aim/goal)
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Drivers to Move to OBIA
McKesson Corporation Confidential and Proprietary 33
The Proof of Concept
McKesson Corporation Confidential and Proprietary
• Primary focus on ETL incremental timing
– Ability to load the data from a typical business day (online and batch activity) within the incremental window
– Target 3 hour window for the incremental load
• Secondary focus on functional data model and capability
• PoC was jointly run exercise with Oracle providing specialist OBIA expertise alongside our own application and technical specialists.
34
Focus of the Proof of Concept (PoC)
McKesson Corporation Confidential and Proprietary
• Warehouse populated every night with incremental data amendments – therefore data is maximum 24 hours old
• Empower the customer to take ownership for the dashboard and analyses development
• OBIA facility should be launched from within ESR, logging the user into OBIA with their correct security context
• Used the out-the-box dashboards and analyses as a template / guide for developing their own
• Kept the seeded subject areas
35
PoC Customer Needs & Expectations
McKesson Corporation Confidential and Proprietary
Some standard EBS functionality not replicated by OBIA
• Competencies, Qualifications, E-Learning (player aspect)
• Element entries, Grades and Spine Points (non Comp workbench salary)
• Various Extra Info Types (EITs) and Special Info Types (SITs)
Some of the things we knew we would need to customise
• Custom Data Security Model (VPD and STC)
• Absences (assignment level) – timeline and costing
• Payroll costing and GL mappings
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PoC McKesson Expectations
McKesson Corporation Confidential and Proprietary 37
The Project
McKesson Corporation Confidential and Proprietary
• Aggressive timeline, with Programme-level commitment to go-live end of March 2013
– Project kick-off in September 2012
– Multiple streams to cover analysis, infrastructure commission and build, education, development and test
• Structured end user education approach – “train the trainers”
• Phased rollout to all organisations
38
Project Goals & Deliverables
McKesson Corporation Confidential and Proprietary
Governance
• Internal Project Board
• External Project Board
Delivery
• Development team
• Functional Analyst/Design
• Testing
• Education
• Project Manager, Technical Architect and DBAs
39
Project Structure
McKesson Corporation Confidential and Proprietary 40
Things we expected to be straightforward…
McKesson Corporation Confidential and Proprietary
Security Profiles
• No out-of-the-box organization security – although examples on how to implement are included in the manual
• No generic out-of-the-box integration of EBS security profiles in OBIA
EBS Responsibility mapping to OBIA roles
• No automatic mapping
• Mapping is a customization in OBIEE. The documentation does mention how to do it but its not out the box
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#1 - Security
McKesson Corporation Confidential and Proprietary
• There is no discrete Assignment dimension. Assignment level data items are included in the Person dimension
• We had to build our own Assignment dimension and link it into every FACT
#3 - Others (quick round-up)• No out-the-box support for EITs and SITs
• Organization Reporting (drill) hierarchy
• Terminology
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#2 - Assignments
McKesson Corporation Confidential and Proprietary 43
McKesson Corporation Confidential and Proprietary
• Beware how you implement date tracked changes in the ETL so that all date track changes from EBS are accurately reflected
– OBAW by default does not cater for history stored in source (Siebel) system, so has its own implementation for recording history of change
• Date tracked deletes not implemented out the box
• Some date tracked changes not replicated across correctly
44
Data Change History/Date Tracking
McKesson Corporation Confidential and Proprietary
Integration
• Not as tight as between Discoverer and EBS
• Data security
• Agents / Scheduling
Others
• Payroll mapping
• Data truncation
• Absences mapping, especially with open-ended absences
• Data quality and the ETL
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Other Challenges
McKesson Corporation Confidential and Proprietary 46
Lessons Learned…
McKesson Corporation Confidential and Proprietary
Is it for you and your implementation? Why we turned it off.
•Functional breadth
•Data depth
•Implementation
“Don’t rely on the cache to fix what you think may be performance problems – design your solution with performance in mind.”
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BI Caching
McKesson Corporation Confidential and Proprietary
• BI repository not ideally suited to collaborative working
• DAC & Informatica is easier to collaborate on
• Various 3rd parties have recommendations on multi-user-development techniques, and plenty of information in the Blogosphere. Worth the research up front
• As per EBS, observe rules about custom object naming conventions
48
Development Practice
McKesson Corporation Confidential and Proprietary
• Success of the project relied heavily upon our skilled and experienced team
• Positive outcome because of the McKesson skills and help from a direct route into Oracle development
• Many of our solutions to product issues were fed back to Oracle so that they could be included within the core product at a later date
49
A Positive Outcome…
McKesson Corporation Confidential and Proprietary 50
A Successful Project
McKesson Corporation Confidential and Proprietary
The project went live as planned at end of March 2013 and the customers love it!
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A Successful Project
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Management Overview Dashboard
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Example Competency Analyses
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Absence Trends Over Period Analyses
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Monthly Pay Bill by Element Group
McKesson Corporation Confidential and Proprietary
• 2.3 billion Payroll FACT records
• 360 million/year or 30 million/month estimated growth
• 237 million workforce event/month FACT records
• 369 million absence event/ month FACT records.
• 41 million absence dimension records
• 13 million employee dimension records
• Typical incremental load takes 4 hours
• Initial full load (from live ESR source) takes 3 days
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How Large?
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