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1 Austin Reason - Director of

Cloud Services
John Faucher - VP Customer
Experience

EiS Technologies, Inc

Oracle Talent Management Cloud:


Lessons Learned on a Federal
Implementation

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Abstract
This session highlights lessons learned from an Oracle Talent
Management Cloud implementation for a Federal agency.

The project team worked to configure, integrate, implement, the


customer’s subscription service to Oracle Talent Management
Cloud software as a service for goals management, performance
management, workforce compensation, talent review, and
transactional business intelligence.

The session highlights the implementation lessons learned from


the effort to configure the Oracle Cloud solution with integration
to Taleo & PeopleSoft on premise enterprise solution.

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Agenda
• Introductions
• Oracle Talent Management Cloud
• Implementation, Project Team,
Timeline, Configuration, Reporting,
Integration, Co-existence
• Oracle HCM Cloud Implementation
Highlights – Lessons Learned
• What I wish I knew before we started
• After the implementation
• Cloud Journey
• Q&A

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
About the Presenters / Audience
– Austin Reason – Director of Cloud Services
– John Faucher – EiS Vice President – Customer Experience
– Audience Profile:
– Serving in a Government organization?
– Currently in the Oracle Cloud?
– Considering Oracle Cloud Solutions?
– HCM, ERP (Financials), CX, SCM, EPM, Other?
– Users / Managers / Directors / Executives?

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
About EiS Technologies
At EiS Technologies (Enterprise Integration Solutions), we create
tangible value for our clients by providing powerful and cost
effective solutions that enable efficiencies throughout the
organization.

From Reporting and BI, to integrations, implementations, and upgrades,


we stand by our clients, both as partners, trusted advisors, and friends.

www.eistech.com

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Oracle HCM Cloud Suite

Oracle HCM Cloud

Global HR / Talent Performance / Absence


Compensation Payroll Time and Labor Succession
Benefits Management Goals Management

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Complete HCM Cloud

Slide used with permission from Oracle


NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Why Oracle HCM Cloud?

Slide used with permission from Oracle

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Oracle Talent Management Cloud

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Gartner Magic Quadrant

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Applications Cloud Service
Middleware Customer
• Manage own Functional
Database and Technical setups and
data
Operating System • Manage own business
operational processes
Virtual Machine
Oracle
• Manage Software and
Servers deliver innovation with
releases
• Manage the service and
Storage schedules for
maintenance and
upgrades

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Why was Oracle chosen
• While Oracle Corporation is not the only vendor that
provides talent management SaaS that will fulfill the
client’s needs…..
• Current investment in Oracle includes multiple products:
two ERP solutions, one for financials and one for human
capital management (i.e. Oracle E-Business Suite and
PeopleSoft HCM); Customer Relationship Management
(CRM) application (Oracle PeopleSoft CRM); HR Analytics
and Ad-hoc Reporting application (Oracle Business
Intelligence); 30 supporting databases, 30 middle tiers
and eight servers.
• Oracle Government Cloud is “pre integrated” with these
on premise software solutions

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Oracle Government Cloud
Federal
Risk and
Authorization
Management
Program
Oracle Managed Cloud Services
Earns Elite Status for Federal
Deployments
Redwood Shores, Calif. – May 22,
2014

http://www.oracle.com/us/corp
orate/press/2206501

https://www.fedramp.gov/marketplace/compliant-systems/oracle-corporation-federal-managed-cloud-services-2/

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Implementation of HCM at a
Federal Customer
– Oracle Fusion Workforce Compensation
– Oracle Fusion Talent Management
– Goals Management
– Performance Management
– Talent Review
– Oracle Transactional Business Intelligence “OTBI”

– Lesson Learned

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Client Objectives
• To have an integrated Talent Management system
• Modern HCM technology in order to maximize their
people potential
• To automate their Pen and Paper processes
• The ability to implement additional software and services
that share the same technology stack and platform that:
• Provides operation effectiveness
• Increases the ease of operational maintenance
support
• Increases conformity assessment
• Removes system duplication of effort performed by
staff
• Improves data security and access to information

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Standard Features of the Solution
• Supports Goals, Competencies, Questionnaires for
Comprehensive Reviews
• Supports all standard process in an appraisal life cycle - Goal
Setting, Self Appraisal, Goal Progress, Mid Year Reviews, Final
reviews, Normalization, Talent review, 9 box ratings, Loss
Impact analysis
• Seamlessly integrated forward and backward with Succession
Planning, Competency Management, and Compensation
• Supports fast formulas for advanced calculations
• Has rich Built-in Analytics for operational and strategic insights
• Secure, confidential Appraisals based on various types of
hierarchies
• Social Goal Management and Social Talent Management via
Outlook
NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Implementation Method
Oracle Unified Method - leveraged due to other
projects in motion at the client and PMO
– Inception Phase
Risk Mitigation / Keys to
– Elaboration Phase
Success
– Construction Phase • Significant pre-planning
– Transition Phase • Strong project sponsorship
• Tight budget management
– Deployment Phase • Focused resource planning
• Set and manage
expectations
• Maniacal focus on avoiding
scope creep

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Configuration – Create Project

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Configuration - Fusion / Cloud Apps
Setup

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Roles and Responsibilities
Define Roles and Responsibilities:
– Sponsors and Stakeholders
– Project Managers
– Business Resources (SMEs and Business Managers)
– Business Analysts
– Technical Resources
– Governance
– Operations

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Consulting (EiS) Project Team

• Training Partner – Certus Solutions

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Lessons Learned:
Implementation of Oracle Talent
Management Cloud
Implementation at Federal Agency

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
What I wish I knew before I started
• Getting people to recognize the paradigm shift of old traditional HCM to
Cloud HCM – requirements to process based implementation
• Integration is easy…. Automation of integration is not
• Security, Architecture , Protocols, Authentication mechanisms in the
Government Cloud
• Have at least two technical resources - one solely for automation of
integration.
• Use Customer Connect as well as My Oracle Support (MOS).
• Leverage Fusion Success Manager – Cloud Success Manager
• Leverage Oracle Sales Managers (Applications Sales Manager, Public Sector
Sales)
• Licensing and costs associated with subscription to middleware such as
Integration Cloud Services (ICS)
• That ICS or HCL was available as an alternative to FBL. (this is still evolving)
• Automation of integration and personalizations

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Co-Existence Model – Oracle HCM Cloud
Coexistence enables you to integrate your existing Oracle Human Resource (HR)
applications (support Oracle PeopleSoft Enterprise Human Resources 9.2, Oracle
E-Business Suite Human Resources 11i and Oracle E-Business Suite Human
Resources 12.1). with specific Oracle Cloud Human Capital Management (HCM)
features so that you can benefit from those features without migrating fully to
Oracle Cloud HCM.

Oracle Cloud HCM features that you can use in the HCM coexistence scenario
are:
– Talent Review
– Worker Goal Setting
– Worker Performance
– Workforce Compensation

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Client Skills Needed
• Project Management, Executive Sponsorship / Support
• Functional expertise – 1 person per module
• Integration expertise – FBLs / ICS/ WebServices/ HCM
Loader, SOAP/Java/ Json/REST API/ Weblogic/Security
Protocols
• Data Migration expertise – for first time and ongoing data
load (Fusion and E-Business suite/PeopleSoft/ SAP etc)
• Change Agents – more of an art than a skill
• Documentation, Training & Communication expertise
• Oracle Cloud Lifecycle knowledge

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Integration

– Businesses employ Integration-as-a-Service initiatives in order to gain agility


and automate business processes. Moreover, with the change in the way the
IT landscape is structured, businesses seek a flexible solution that is capable
of delivering connectivity between databases, applications, files, and
sources residing on-premises and in the cloud.
– The Integration-as-a-Service delivery model enables integration across the
cloud, making it possible to share data between systems as well as third
party vendors in real-time.

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Integration Architecture

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
True Cost of Integration
– First time data migration – data mapping & FBL
– Maintenance Overheads - Daily data synch, Release testing,
Enhancement testing
– Challenges – Automation, Data, Data structures, Business Process,
GUI, Infrastructure, New Skills.
– 55% - 70% of clients who leave cloud services do so because of a
difficult or faulty Integration.

**Why Integrations fail:


– lack of understanding of cloud security and compliance (indicated
by 56% of respondents)
– lack of clearly-identified business objectives for migrating to the
cloud (55%)
– lack of planning (42%)

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Reporting Options
Oracle Cloud HCM
• Oracle Transactional Business Intelligence (OTBI)
• Oracle BI Publisher (BIP)
• Oracle Business Intelligence Analytics (OBIA)
• Splash Business Intelligence (SplashBI)
Taleo Business Edition (TBE)
• Oracle BIP/Actuate
• SplashBI
Taleo Enterprise Edition (TEE) / Oracle Talent
Acquisition Cloud
• OBIEE – early Taleo used Business Objects (BO was
sunsetted)
• SplashBI

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
• Post Implementation
• Support

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
After the Implementation –
What now..??
Tips

– Standard Schedule is 1st and 3rd Fridays


– You cannot skip, delay, or cancel your monthly maintenance
– Oracle tests and controls the content of each monthly release
– Strongly recommended to do your own testing
– Notifications are sent in advance for every update event
– 2 week window to test
– Test your critical business processes. Interfaces; Processes with a high
volume of transactions; Payroll / Salary processes; Reporting…

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Cloud Service Requests - SR’s
– Environment Refresh
– Copy Production to Test (P2T) or Test to Test (T2T)
– Oracle asks for at least 3 weeks notice for P2T or T2T
– Source and Target must be on same patch level
– Plan ahead and take account of the maintenance between 1st and 3rd Fridays of
each month
– Upgrade Schedule
– Update related requests
– Performance Checks, Language Packs, Exception Reports

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Customers Cloud Journey

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Questions?

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016
Thank you

Austin.Reason@eistech.com

John.Faucher@eistech.com

EiStech.com
SplashBi.com

NEW ENGLAND JOINT ORACLE USER GROUP MEETING − November 17, 2016

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