Fixed Scope Offering For Oracle Fusion HCM SaaS Implementation - - PowerPoint PPT Presentation

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-
• riented HR organization.
• Improve Productivity with the HR
• rganization.
• 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 Saas Benefits

Solution Proposal

Solution Proposal

Solution Proposal

FSO Offerings

• Global HCM
• Benefits
• Absence Management

16 Weeks

• Goal Management
• Performance Management
• Succession Planning & Talent

Review

• Compensation

17 Weeks

• 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 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

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
• rganization
• 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
• f 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
• f 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-Trainer Workshops 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
• f 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.

Exclusions

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

Assumptions

Project Team Structure

• Project Steering Committee

The Steering Committee’s role is to provide advice, ensure delivery of the project

• utputs 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-to- day implementation activities of METSCON. He will manage METSCON resources

• n the project and keep the Steering Committee appraised of the progress.

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.

Project Team Structure Cntd.

• For the project to be successful Customer must fulfil the following
• bligations:
• 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!