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Fixed Scope Offering For Oracle Fusion HCM SaaS Implementation
Company Profile
Business Objectives
Business Challenges
Solution Proposal
Scope - Business Process
Scope - Application
Implementation Approach
Project Plan
Exclusions
Assumptions
Project Team Structure
Responsibilities
Agenda
• 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
ABOUT METSCON
• 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
Business Objectives
• Identify, Retain & Reward the best Employees.
• Identify and leverage the hidden talent pool with in the Organization.
• Create an employee-centric & a service-oriented HR organization.
• Improve Productivity with the HR organization.
• Create a smooth, efficient and a streamlined HR process that ensures an excellent employee Experience.
Business Challenges
• 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.
Oracle Fusion HCM on SaasBenefits
Solution Proposal
Solution Proposal
Solution Proposal
FSO Offerings
• Global HCM
• Benefits
• Absence Management
16 Weeks
• Goal Management
• Performance Management
• Succession Planning & Talent Review
• Compensation
17Weeks
• Global HCM
• Time and labour
• Payroll 19 Weeks
+ Includes two weeks support
Package 1 - Timelines
Package Modules Duration
Package 1
• Fusion HCM Cloud
• Global HCM
• Benefits
• Absence Management
16 Weeks
Project Design
2 weeks
Configure
4 weeks
Validate
4 weeks
Transition
2 weeks
Realization
2 weeks
Support
2 weeks
• 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
Package 1 - Scope
Package 2 - Timelines
Package Modules Duration
Package 2
• Fusion Talent Management
• Goal Management
• Performance Management
• Succession Planning & Talent Review
• Compensation
17 Weeks
Project Design
2 weeks
Configure
4 weeks
Validate
5 weeks
Transition
2 weeks
Realization
2 weeks
Support
2 weeks
• 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
Package 2 - Scope
Fusion HCM Co-existence
Package 3 - Timelines
Package Modules Duration
Package 3
• Fusion HCM Cloud
• Global HCM
• Time and labour
• Payroll
19 Weeks
Project Design
2 weeks
Configure
4 weeks
Validate
5 weeks
Transition
3 weeks
Realization
3 weeks
Support
2 weeks
• 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
Package 3 - Scope
Project Planned Combined
Phase Week1 Week2 Week3 Week4 Week5 Week6 Week7 Week8 Week9 Week10 Week11 Week12 Week13 Week14 Week15 Week16
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
Support
Goal, Performance, Succession Planing and Talent Review
Project Design
Configure
Validate
Transition
Realization
Support
Global HCM, Absence Management, Benefits
Project Design
Configure
Validate
Transition
Realization
Module Process
Global Human Resources Add person Enable worker Manage Employment information Manage personal information Promote worker Transfer worker Terminate worker Report on Personnel data
Workforce Lifecycle Management 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
Scope Business Process
Process
Performance management 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
Goal Management Set up of Goal Management Business Process Flow
Configure Goal-Related Notifications and Approvals
Enable Goal related dashboards and analytics
Enable Fusion Tap functionalities
Scope Business Process
Process
Benefits Define Life Events New Hire Enrollment Employment Termination Marriage Gain Dependent Job Change Location Change
Absence management 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
Scope Business Process
Process
Talent Review Configure Talent Review Process Configure Talent Review Notifications Enable predefined templates
Succession Management Succession Management Business Process Flow
Notifications and approvals Suitability Match
Workforce Predictions Configure Workforce Prediction Models
Compensation management Configure Compensation Business Process Flow
Setup compensation plan Configure compensation model and
formulae Enable scenarios and analysis options Notifications and approvals
Scope Business Process
Modules Key Features
Global Human Resources
• 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
Absence Management
• 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
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
Scope - Application Brief
Modules Key Features
Performance Management
• 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
Scope - Application Brief
Process Module Description
Add person Enable worker Manage Employment information Manage personal information Promote worker Transfer worker Terminate worker Report on Personnel data
Only one fully configured Enterprise StructureLoad 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
Scope Business Process (HCM)
Process Module Description
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
Performance Document Type Performance Templates Sections Rating Models Multiple Questions in the Question Library Multiple Questionnaires Configure Section Weighting and Calculation Rules
Scope Business Process Performance Management
Process Module Description
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
Configure Goal Plan Define Goal Libraries with Goals Define Goal Library Targets in Goal Library with target outcome Create Goal Types, Goal Mass Plan
Scope Business Process Goal Management
Process Module Description
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
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
Scope Business Process Workforce Lifecycle Management
Modules Key Features
Goal Management
• 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.
Goal Management
Modules Key Features
Talent Review and Succession Management
• 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.
Talent Review & Succession Management
Modules Key Features
Workforce Lifecycle Manager
• 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
Talent Review & Succession Management
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
• 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
Implementation Approach
Implementation Approach Structure
Project Design Configure Validate Transition Realization
Project Management
• 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
Approach Structure – Project Activities
Manage Transition to Steady-state Operations
Post Go-Live Support
Close Project
Handoff to Client Relationship Manager
Gain Acceptance
Migrate Configuration to Production
Load, Reconcile & Validate Data in Production
Conduct Implementation Checkpoint
Verify Production & Operational Readiness
Conduct Final Validation Review
Migrate Integrations & Extensions to Production
Begin Production Use
Load & Validate Data
Prepare Validation Scripts
Conduct End-to-End Review
Conduct Implementation Checkpoint
Prepare for Training
Update Setups
Conduct Train-the-TrainerWorkshops
Setup Applications
Validate Configuration
Conduct Implementation Checkpoint
Load & Validate Data
Apply & Validate Extensions and Extensible Items
Implement Security
Prepare Cutover Strategy
Build & Validate Integrations
Conduct Kick-off Meeting
Schedule Workshops
Develop Security and Validation Strategies & Plans
Conduct Design Review
Conduct Implementation Checkpoint
Conduct Technical Design Workshops
Conduct Functional Design Workshops
Plan Project
Project Design Configure Validate Transition Realization
Project Management
METSCON Responsibility
Shared Responsibility
Client Responsibility
• 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
Global HCM - Key Features
• 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
HR - Simplified
Employee Lifecycle
• 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 3rd 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, ChangeRequest (CR) can be taken up with separate commercialand project timeline.
Exclusions
1. The standard business flows and Fusion functionality will serve as the base for theimplementation.
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 provisionedbefore project commences and clean data in the required format is provided toImplementation 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 anda 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 initialdeployments are out of Scope
12. METSCON will adopt “Train the trainer” approach for conducting user training
Assumptions
Project Team Structure
• Project Steering CommitteeThe Steering Committee’s role is to provide advice, ensure delivery of the projectoutputs and achieve stipulated project outcomes. This may include such tasks as:Identifying potential risks, Monitoring risks and Monitoring the quality of the project asit develops.
• Client Project managerThe Client Project Manager will be the single point of contact for the METSCONteam for inputs from Client. He will be responsible for coordinating with clientstakeholders and organizing all the logistics for successful delivery of the project. Hewill work jointly with the METSCON Project Manager to coordinate day to day projecttasks and activities.
• Client Project managerThe METSCON Project Manager shall be the single point of contact for the client forany issues relating to the delivery of services. He shall be responsible for the day-to-day implementation activities of METSCON. He will manage METSCON resourceson the project and keep the Steering Committee appraised of the progress.
Project Team Structure Cntd.
• Subject Matter ExpertThe METSCON subject matter expert (SME) provides the knowledge andexpertise in specific Modules for a project. The SME ensures thatrequirement gathering is accurate and that delivery of the project outcomesis assured.
• Functional ConsultantThe METSCON Functional Consultant is the product and implementationexpert in his specific functional areas. He has skills and expertise in Taleoimplementation and also has an understanding of business processes.
Project Team Structure Cntd.
• 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
Team Responsibility
• Custom Reports• Custom Integrations• Upgrades• Additional Data Migrations• Additional UI / Apps Changes
Additional Services
THANK YOU!