hcm cloud - amazon s3 · implementation experience with oracle hcm cloud april 24, 2018 rajesh...
TRANSCRIPT
Session ID:
Prepared by:
Remember to complete your evaluation for this session within the app!
103240The New Way of Thinking - Our
Implementation experience with Oracle
HCM Cloud
April 24, 2018
Rajesh Arangi
Senior Consultant
DAZ Systems, Inc.
Abstract
Cloud Implementation is not a new technology implementation. It's a new way of thinking with right mindset. Successful Implementation of HCM Cloud is possible only when Vision, Planning, Coordination andChange Adoption go hand-in-hand. Here we talk about the key considerations and proactive approaches toaid a successful and timely implementation. In the process, would like to share our experiences andlearning through this implementation journey.
• Objective 1: This presentation details about various processes that need to be adhered to, overcoming challenges, best approaches/practices for the successful Implementation of HCM
• Objective 2: This presentation also covers new capabilities in HCM and provide you a better insight towards HCM implementation
AgendaAbout Me
About DAZ Systems Inc.
DAZ- Implementation Methodology
DAZ- Success Mantras for Successful HCM Implementation
Summary
References
Q&A
About Me
Rajesh Arangi Senior Consultant, DAZ Systems, Inc.
• 6+ years of work experience in implementing , upgrading and administering HRISSystems
• Certified Professional – Global HR, Compensation & Talent Management
• Global Implementation Experience
• Expertise in Business Analysis and Functional Design
https://www.linkedin.com/in/rajesh-arangi-0b1929112/
Vertical Focus
Big Firm Power+
Boutique Touch
Oracle Cloud ERP/EPM &
HCMPartner
380+Consultants
22+Implementing
OracleApplicationsYears
DAZ Systems: At a Glance…
500+Implementations
---------70+
CloudImplementations
DAZ: Oracle’s Top Cloud Partner for FY15, FY16 and FY17
DAZ is CEI Certified across 15 SaaS modules for North America
SCM• Procurement• Pricing• Planning Central• Order Management• Manufacturing• Inventory• Cost Management
ERP • Financial Management - General Ledger• Financial Management - Payables• Financial Management - Receivables and
Collections• Project Costing & Accounting (PFM)
EPM • Enterprise Planning and Budgeting
HCM • Human Resources (Core HR)• Payroll• Benefits
Copyright © 2017, DAZ Systems. All rights reserved.
DAZ is 1 of 31 partners in North AmericaDAZ is 1 of 58 partners GloballyDAZ is the only partner that has CEI established for SCM Cloud
DAZ: Certifications
Implementation Methodology
8
Formation Design Configuration Test(CRP2 & UAT)
EUT/Go Live
Implementation Methodology
Formation Design Configuration Test(CRP2 & UAT)
EUT/Go Live
Identify Core Team
Engage with Oracle Success Manager
Initiate Provisioning with Oracle
Team RosterProject Plan Created
Rolling Two Week Schedule Reviewed with
Customer
Finalize Project Plan& Kickoff Meeting
Validate Requirements
Conduct Design
Sessions / Identify any
Product Gaps
Business Process
Mappings
Define and Prep
Data Conversion
Source
FSM Setup Tasks / Set-up
Staging (Test) Instance
Conduct CRP1 Testing
(DAZ)
DAZ resolves any Issues
from CRP 1 Testing
Initiate Core Team
Training/Customer creates
Test Script
Conduct CRP 2 Testing
with Customer Team
Functional and Process
Validation with Customer
Data Conversion Loads and
Validation by Customer
DAZ updates Setups as
required
Customer Review of CRP
Test Plan Daily
Migrate Set-ups to Production from final staging using FSM Tool
Continue End User Training
Final Data ConversionLoads / Interfaces
To Production
Finalize Post Go-Live Plan
Readiness Review &
Cutover Plan
Initiate Data
Conversion/Interface
Development
Finalize CRP Test Plan
CRP 2 Test Score Card
finalized and published
Cutover to Cloud ERP/HCM
Interface development
completed
Formation – Key Activities
DAZ
• Review the project scope, objectives and
approach with Customer/Client’s Project
Manager and core team
• Finalize project staffing
• Work with Oracle and Customer/Client to
provision Cloud PODs
• Prepare the initial Project Plan working
with Customer/Client’s project manager
• Finalize the two-week rolling schedule
working with Customer/Client’s project
manager
• Finalize Project Kick-Off presentation
working with Customer/Client’s project
manager
Customer/Client
• Identify and finalize internal core team
• Establish project infrastructure
• Work with DAZ and Oracle to provision
Cloud PODs
• Distribute two-week rolling schedule to
the core team
• Project kick-off
Deliverables
DAZ➢ Initial Project Plan➢ Team Roster➢ Two-week Rolling Schedule➢ Kick-Off presentation
Customer/Client➢ Project kicked off➢ Cloud PODs provisioned and ready for
implementation
Formation Design Configuration Test UAT/Go Live
Some Key Formation To-Do’s
Identify core team members – Plan to backfill them during the project
Develop communication plan – Methods (E-Mail, Town Halls), Frequency, Messaging
Project Logistics – Security Access, Meeting Rooms, Communication Equipment, etc.
Setup document repository such as Sharepoint for project documentation
Think through foundational areas such as – COA Design, Enterprise Structures, Reporting Requirements,
Begin the process of identifying and gathering data – Cleanliness, Volume, Personnel Assignments
Begin to think through data and attribution requirements/pain points
Begin to identify current processes and pain points with area’s for improvement, while reviewing Modern
Best Practice Flows
Continue to build and refine risk and mitigation matrix
Start documenting more specific and problematic business scenario’s for testing
Plan for 3rd party interfaces – Are skills in house or are 3rd party’s required, plan for those resources
Design – Key Activities
Formation Design Configuration Test UAT/Go Live
DAZ• Conduct sessions with Customer/Client’s
core team to explain/walk through
standard process flows within in-scope
Cloud Applications modules
• Document and distribute minutes of
meeting for the design sessions
• Identify any gaps in functionality and
document solution options in Gaps
Analysis spreadsheet
• Gather configuration data and values
• Document Critical Application Setups
document for review and approval by
Customer/Client’s core team
• Discuss and document functional
requirements for in-scope interfaces and
reports
Customer/Client• Provide inputs on any scenarios that may
not work within the delivered standard processes
• Review gaps and their related solutions options and finalize the go-forward solution option for each gap
• Provide configuration data and values to the DAZ team
• Review and approve Critical Applications Setups document
• Review and approve Functional Requirements documents for interfaces and reports
• Review and understand data conversion templates, data elements and validations performed by Oracle
Deliverables
DAZ➢ Critical Application Design and Setup
document
➢ Standard Oracle Process Flows for in-
scope applications
➢ Gaps Analysis spreadsheet
➢ Functional Requirements document
for in-scope interfaces and reports
➢ Data Conversion templates
➢ Updated Configuration Matrix
Design – Key Activities…
Formation Design Configuration TestUAT/
Go Live
DAZ• Discuss data conversion strategy and go
over the data conversion templates and
requirements (including data elements and
validations) with Customer/Client’s core
team
• Assist Customer/Client team in updating
Oracle’s Global Single Instance (GSI) Sizing
Questionnaire
• Log SRs with Oracle for sizing Cloud PODs
(separate SR for each POD) and upload GSI
Sizing Questionnaire
• Walk through Customer/Client’s core team
and project management the process of
monthly patching, upgrades and other
Cloud (SaaS) specific considerations, taking
the assistance of Oracle’s designated
Implementation Success Manager (ISM)
Customer/Client• Update Oracle’s Global Single Instance
(GSI) Sizing Questionnaire and list
anticipated data volumes and user count
with DAZ’s assistance
• Understand the process and procedures
around monthly patching, upgrades and
other Cloud specific considerations from
DAZ Project Manager and Oracle’s
designated Implementation Success
Manager
Deliverables
Customer/Client➢ Configuration Data and Values
➢ Oracle GSI Sizing Questionnaire
➢ Document on Cloud (SaaS) specific
processes and considerations reviewed
and understood
Benefits of Modern Best Practice Flows in Implementation
Ensures customers leverage best practices in their future state as a baseline in their design
Decreases the length of time to complete the Requirements and Design phase, decreasing overall
project time and cost
As customers are more commonly following a common process, it reduces the number of unique
configurations reduces SR’s and the resolution time of SR’s as these flows and requirements have
already been proven
Reduces the requirement for extensive training documentation creation by customers, as
documentation exists for a larger percentage of what a customer is implementing based on the
flows
Reduces cost of upgrading as most customers stay close to existing process flows, which requires
less testing upon upgrade cycles
Configuration – Key Activities
Configuration Test UAT/Go Live
DAZ• Complete setups and configuration in DEV
POD• Assist Customer/Client’s core team in coming
up with unit testing and flow thru scenarios• Validate setups and functionality• Resolve any issues from validation and re-
test the process• Test data conversions with sample data• Develop and test in-scope custom
development• Train Customer/Client’s core team on basic
scenarios identified early on this phase • Work with Customer/Client’s team to finalize
CRP2 and UAT testing scorecard and schedule
• Review converted data and work with Customer/Client’s team to resolve any issues with data
Customer/Client• Provide conversion data to DAZ and resolve
any reported issues with conversion data• Coordinate delivery of sample files or data for
testing integrations with external systems or entities (for example, banks, benefits providers, etc.)
• Verify and validate converted data and report any issues or discrepancies to DAZ
• Finalize CRP2 and UAT testing scenarios and testing scorecard
• Participate in core team training sessions and execute training scenarios using the training materials provided by DAZ
Deliverables
DAZ➢ Configured and tested DEV POD➢ Core Team training completed➢ Data conversions tested and validated with
sample data➢ Integrations with external systems tested and
validated with sample data and other custom development completed
Customer/Client➢ CRP2 and UAT testing scenarios and testing
scorecard completed➢ CRP2 testing schedule and agenda finalized
and published
Formation Design
Test (CRP2 & UAT) – Key Activities
Formation Design Configuration TestUAT/
Go Live
DAZ• Perform data conversions in DEV and TEST
PODs and work with Customer/Client to resolve any errors in conversions
• Assist Customer/Client’s core team in executing CRP2 and UAT testing
• Resolve any reported testing issues and re-test the process. Update setups and configuration in DEV and TEST PODs, as required
Customer/Client• Validate and reconcile data conversions• Execute CRP2 and UAT testing and update
testing scorecard with testing progress on a daily basis
• Document test scripts for all identified test scenarios in the testing scorecard
• Report and document all testing issues in Issues Log
• Re-test all resolved testing issues and sign-off on CRP2 and UAT testing
Deliverables
DAZ➢ Updated Testing Issues and Activity
Log
Customer/Client➢ Data conversions completed, validated,
reconciled and signed-off➢ Testing Scorecard updated to record
testing status➢ CRP2 and UAT completed and signed
off
CRP 2 - Scorecard
DAZ brings to every implementation a CRP/Testing scorecard, this scorecard has base testing scenarios to be tested which are based upon the MBP flows. This ensures proper and thorough testing across the application reducing risk and variability in the project
End User Training/Go Live Cutover
Formation Design Configuration TestEUT/
Go Live
DAZ
End User Training• Resolve any issues reported from end user
training
Cutover• Prepare go-live readiness review document• Work with Customer/Client’s team to finalize
go-live cutover schedule and tasks• Assess go-live readiness with
Customer/Client’s core team and steering committee
• Prepare, finalize and review the go-live risk letter with Customer/Client’s core team and steering committee
• Migrate setups to PRODUCTION pod• Perform data conversions and other go-live
cutover tasks
Customer/Client
End User Training• Finalize and communicate end user training
(EUT) schedule and agenda• Execute end user training• Re-test all resolved training issues
Cutover➢ Assess go-live readiness➢ Provide inputs to DAZ to finalize go-live
cutover schedule and tasks➢ Communicate go-live cutover schedule and
tasks
Deliverables
DAZ➢ Go-Live Cutover Tasks, Plan and
Schedule➢ Go-Live Readiness Review
document➢ Go-Live Cutover Tasks and Schedule➢ Go Live cutover tasks completed➢ System ready for recording
production transactions
End User Training/Go Live Cutover
Formation Design Configuration Test EUT/Go Live
DAZ
Cutover
• Assist Customer/Client’s core team in reconciling converted data
• Resolve any issues reported by Customer/Client’s core team or users
• Transition issues log to Customer/Client’s Project Manager
Customer/Client
Cutover
• Perform go-live cutover tasks owned by Customer/Client’s team
• Communicate go-live and support plan• Record transactions in PRODUCTION pod
and report any issues to DAZ• Maintain issues log
Deliverables
Customer/Client
• Go Live Readiness Review document reviewed and signed off
• Go Live Risk Letter reviewed and acknowledged
• Go-Live Cutover Tasks, Plan and Schedule communicated to the core team and other appropriate personnel
Success Mantras for Successful HCM Cloud Implementation
Success Mantras for Successful HCM Implementation
New Way of Thinking- Quit Traditional Way of Implementation
Understand the Client business processes and Leverage Oracle Standard Business Processes
Planning and Scheduling
Risk Management
People, Processes and Resources Coordination
Prioritization- Critical to Success Vs Nice to have
Educate the Customer
Understand Cloud Framework
Change Management
Identify Potential Pit falls much in advance
New Way of Thinking- Quit Traditional Way of Implementation
Cloud is a Mind-set, not just a technology
Coordination with oracle for
Upgrades/Patches, New Features Training and
Documentation
Focus on User Adaption of Modern Best
Practices
Upgrade Challenges Phased Approach Team Collaboration
Be Realistic with the Project timeline
Understand the Client business process and Leverage Oracle Standard Business Processes
50% of Project Success rate is based
on the understanding of Client Business Requirements
Fit the Customer business process
to the system not the opposite
Get As Much as information from
Customer-Questionnaire is Key
Identify Areas that need Customer’s Business Process Change
Planning and Scheduling
Stick to the timeline
Identify Critical activities during project Planning stage
Monitor Each Phase
Identify the right Project Team
Be ready for upgrades- Keep an Eye
Monitor Project Tracker
Customer Engagement
Train-the-Trainer Approach
Environment Refresh
Risk Management
Risk falls into three major categories
Scope:
Product Scope: What are we
building
Project Scope: How are we building it
Schedule: Is our timeline adequate
Cost: Does the budget support the
schedule and scope?
People, Process and Resources Coordination
People
Process
Resources
Identify Right Project Team – Customer &
Implementation
• Qualified Project Team
• Leverage Oracle Support
• User Communities
Follow the Right Methodology
• Adapt Best Practice
• Documentation is the Key
Usage of Right Tools
• Use right Integration Tools
• Usage of Educational Resources
Ensures Implementation Success
• Decision Making Points• Product Requirements / Modules Required• Project Requirements (Training, Support,
Documentation)• Resource Requirements (Manpower Availability)• Technical Components (Data, Integrations)
• Identify What You Don’t Know• Speak with Others
• Partners• User Groups• Conferences
Prioritization- Critical to Success Vs Nice to have
Prioritization is the KeyIt’s not possible to Implement all the requirements at a timeConcentrate on the core processes firstImplement the Critical requirements first and then think about nice to have featuresKeep an Eye on budget
Educate the Customer
Customer will have the challenges to use the new system so Training is KEY
Plan the Customer training sessions well in advance in the project plan
Customer Training is important to reduce the cost in production support
Train Customer Progressively to take up the responsibilities
Prepare User Guides for future reference
Customer should be educated on:
✓ The needs of the project and product✓ Potential Risks in the project and product implementation✓ Product Functionality in relationship to the needs of the client and the
potential risks
A good partner spends much of
their time teaching others
Understand Cloud Framework
Don’t forget to leverage the inbuilt features
Understand the activates required from oracle
Should be familiar on oracle patching schedule and upgrade process
Know-how to work with oracle support
Know-how to manage PODs
Quit traditional implementation Model- Adapt DAZ Implementation Frame Work
Coordination of all resources are required- People, Process, Resources
Quick Upgrades
Data Maintenance and Access
Personalizations
Identify the critical activities well in advance
Change Management
Team Members have to get out of the custom build
methodology mindset
Team Members have to spend time
in the system to reduce “user panic”
Adaption is the only path to success
• Self-diagnosing / Self-solving of issues
• Future phase enhancement participation
Go Live support (Minimize)
Change is Necessary .. It not an optional…
Identify Potential Pit falls Much in advance
Understand Cloud Framework
Underestimating complexity in integrations
Data cleanliness
Ignoring of Standard Business Processes
Inflexibility around process and product requirements
Discussion of Product functionality with customer
Time constraint events
Setting up project expectations
Missed product requirements
Missing Testing and User Participation Opportunities
DAZ
Summary
Plan for enough team member time before the project starts
Focus on the benefit of the solution, not the solution itself
There are many ways to solve a problem
Be open to reviewing existing processes
Don’t focus on the solution first , focus on the standard business process
Empower the team to be part of the change management process
Keep the team members engaged and in the system for the entire project
Track Project Status on regular basis
Entire team should be Educated including Customer core team
Have progressive discussions with customer to understand the product features
Adaption of product is important
www.oracle.com
https://cloud.oracle.com/saas
https://cloud.oracle.com/home
https://www.oracle.com/in/cloud/applications.html
https://www.youtube.com/user/FusionAppsAtOracle
References:
Session ID:
Remember to complete your evaluation for this session within the app!
103240
Q & A
Follow US:
https://www.dazsi.com/
https://www.youtube.com/channel/UCSYFGuRZYy_pIJkDrk7ifvg
https://www.linkedin.com/company/daz-systems-inc-/?originalSubdomain=in
https://twitter.com/daz_systems?lang=en