CON9091_Xiang-CON9091 How McKesson Successfully Delivered the Largest Oracle HR Analytics Project...

5/27/2018 CON9091_Xiang-CON9091 How McKesson Successfully Delivered the Largest Oracle HR Analytics Project Ling Xiang Public

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How McKesson SuccessfullyDelivered the Largest HRAnalytics Project

Ling Xiang Oracle BI Applications Product Manager

Ian Leath Enterprise Solutions Director McKessonBarry Cooper Head of Development McKesson


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Copyright 2013, Oracle and/or its affiliates. All rights reserved.2

The following is intended to outline our generadirection. It is intended for information purpose

may not be incorporated into any contract. It iscommitment to deliver any material, code, or fuand should not be relied upon in making purchdecisions. The development, release, and timi

features or functionality described for Oraclesremains at the sole discretion ofOracle Corporation.


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Oracle BI Applications Product FamilyRapid Performance Insight

CRM ANALYTICS

ORACLE BUSINESS INTELLIGENCE FOUNDATIONANAN

SOURCE ADAPTERS:

SALES

Pipeline Analysis

Forecast Accuracy

Up-sell/Cross-sell

Cycle Times

Lead Conversion

Sales TeamEffectiveness

MARKETING

CampaignEffectiveness

Customer Insight

Product Propensity

Market BasketAnalysis

Campaign ROI

SERVICE & CONTACTCENTER

Service Effectiveness

Customer Satisfaction

Resolution Rates

Service RepEfficiency

Service Cost

Service Trends

PRICE

Price Segments

Price WaterfallAnalysis

Deal Life Cycle

Deal Desk Analysis

Product PricingPerformance

LOYALTY

Member

Demographics Membership Trends

Promotion Cost

PromotionEffectiveness

Points Analysis

ERP ANALYTICS

FINANCIALS

General Ledger

AccountsReceivable

Accounts Payable

Fixed Assets

Profitability

ExpenseManagement

PROCUREMENSPEND

Direct & Indir S

Sourcing

Buyer Producti

Contract Comp

Supplier Perf.

Purch. Cycle T

Employee Expe

SUPPLY CHAIORDER MGM

Revenue & Bac

Inventory Analy

Fulfillment Stat

Customer Statu

Order Cycle Tim

BOM Analysis

PROJECTS

Project Funding

and Budget Product Cost

Project Revenue

Project Billing

Project Profitability

Resource Mgmt

HUMANRESOURCES

Empl. Productivity

Compensation

Talent Management

Recruiting Analysis

Learning Analysis

Workforce Profile

Time & Labor

STUDENTINFORMATION

Admissions andRecruiting

Student Records

Student Financials
http://www.peoplesoft.com/corp/en/public_index.jsphttp://www.siebel.com/


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Pre-Built Analytic Warehouse1.

Business Analytics Warehouse Over 300 star schemas Designed for analysis and reporting

2.

Role-Based DashBest Practice Metrics3. 4. Over 10,000 metrics Additional pre-defined calculations Based on best practices

Pre-mapped integration Fusion, EBS, PSFT, SEBL Role-based Security

Over 500 Dashboards a Over 3,000 reports Across Lines of Busine

Certified Applicat

Oracle BI Apps: Deeper than Dashboar


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Whats in Human Resources Analytics

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 EmbeddedContent

Workforce Trend

Turnover Trend

Workforce Effectiveness

Corporate Contribution Effectiveness

Trends

Workforce Deployment Overview

Staffing Demographics

Trends

Workforce Development Overview

Employee Performance bySupervisor

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 RecruitmentActivities

Recruitment Event Details Candidate Sourcing

Learning Overview

Manage Enrollments

Training Results

Delivered Training

Ti

P

Dashboards 11 Dashboard Pages 55 Reports 323 Attributes 683



Benefits of Time anAnalytics Gain quick insight into k

metrics and monitor timeAnalyze reported time tr

pattern

Track productive and nocontrol overtime usage

Check reported and provariance

Analyze time posting to Easy navigation from ke

to transactional timecard

Support Oracle and PeoLabor; Support for Fusioplanned

What Is New HR Analytics 11.1.1.7.1Time and Labor



A new star schema to storetransactions including earn

taxes and special balances

Aggregate payroll balancessummary measures for betcompensation and cost anabase pay, employer-paid hetaxes, etc.

Time trend analysis on pay

year, quarter, month and ye

Custom fields to extend pa

Support Fusion, EBS and P(including North American

Benefits of Payroll An

What Is New HR Analytics 11.1.1.7.1Payroll



Dimensional enhancements

New HR Assignment dimension to support multiple assignments

New HR Person dimension captures the static view of a person (no hPerson Legislation dimension to support legislative attributes, e.g. etcaptures history

New Cost Center dimension (derived from an employees departmen

New HR Supervisor hierarchy at the assignment level instead of at e

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


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All fact tables have been enhanced to support new dimensiochanges

New Performance Band in Learning Enrollment and Complesubject area

New Workforce frozen snapshot to support as-Is and as-wa

Enhanced Type 2 slowly-changing dimension joins (use Typkey plus Effective Date)

Redesigned Compensation dashboard to analyze salary com

What Is New HR Analytics 11.1.1.7.1Other Enhancements


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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 deletesupport

Enables near real time DW refresh

BI Apps 11.1.1.7.1 with Oracle Data Integrator and Golden


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HR Analytics RoadmapCurrent Releases and Roadmap

For Applications Unlimited customers ETL with Informatica

For Application Unlimited customers NewETL with ODI NewGolden Gate option NewTime and Labor Analytics

NewPayroll 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 FusionHCM Cloud Services, Taleo Recruitingadapter

Co-existence of Fusion, Taleo Clouds andApps Unlimited in HR Warehouse

New: Better support flexfield extension

Cost of Ownership Improvements: DataLineage, ETL Validation, platform support

Endeca Extensions

BI Applications as Oracle Clou

New content: HR/Financial intcontinuous Talent Managemenenhancements

New Cloud Adaptor: Fusion Tim

Unstructured/big data analytic e.g. employee survey analysis

Continue user experience redeleveraging BI Foundation Suitedevelopments including Mobile

Additional cost of ownership im

BI Apps 7.9.6.4January 2013

Whats Next0-12 month planning cycle

Future DirectionPost 12 month planning

BI Apps 11.1.1.7.1May 2013


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HR Analytics Cloud Integration

ETLPSFT HCM

Other Sources

EBS HCM

OBIA DataWarehouse

OBI Applications

BI Common SemanticModel

BI View Objects

Fusion HCM SaaS

OTBI

BI Common Semantic Model

On Premise

SaaS Cloud

ETL

ETL

O

Release 8


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Whats Planned: Higher Value Prebuilt

Fusion OTBI(real-time operationalanalysis & reporting)

HR Analytics(historical analysis on

structured metrics)

Today

Fusion OTBI(real-time operationalanalysis & reporting)

HR Analytics(historical analysis on

structured metrics)

Predictive Metrics(smarter KPIs)

Operational Modeling(domain specific forecasting

and performance mgmt)

Essbase ExtensionsHow many should I hire

demand?

Endeca ExtensionsWhy is attrition in the M

Workforce Sentiment(unstructured analysis of

surveys and reviews)

Advanced AnalyticsWill more training incre

productivity and by howFuture


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McKesson Corporation Confidential and Proprietary

How to Successfully Deliver the LargestHuman Resources Analytics Project

Open World 2013

Ian Leath

Enterprise Solutions Director

Barry Cooper

Head of Development


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Leading change for 180 yearsInnovatinQuality, Safety a

RevolutionizingIndustry Practices

PioneeringDrug Distribution and

Manufacturing

1833Founded as drugimporter andwholesaler

Mid to late 1800sEstablishedfirst U.S. nationaldrug distribution

system, withcovered wagonsdelivering productsto 17 states 1870

McKesson Labsintroduces firsteasy-to-swallowgelatin-coated pill

Early 1900sBecame leadingdistributor ofdrugs in U.S.

1964First to manufacturegeneric form ofTetracycline

1968McKesson Labsbecame No. 1maker of Vitamin

C and aspirin inUnited States

1989Introduced firstPC-based real-time orderingsystem forpharmaceuticals

1990LaunchedMcKesson IOGin England &

Ireland

1990sMerged with leadsupply and automcompanies to beclargest healthcareservices company

1999LaunchedMcKesson IOin France &

Netherlands

At the forefront o

in healthcar


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Our global presence

US$112 billion

turnover worldwide

USAMcKesson Corporation founded 1833 Employsmore than 36,000 staff globallyLeaders in information technology,

pharmaceuticals, pharmacy automation anddisease management solutions

UNITED KINGDOMMcKesson founded 1990Staff 750 +Leading health and social care IT provider

Used by every NHS healthcare provider Fastestgrowing system supplier in social care

NETHERLANDMcKesson founded 1Employs more than 9McKesson systems s

hospital or mental ca

IRELANDOur Picture Archiving and CommunicationsSystem is being installed in more than 30 hospitalsacross the Republic.

FRANCEMcKesson founded 1999Employs more than 320 staff#1 Supplier of e-prescribing and nursing systems inthe acute sector

GERMANY & SMcKesson Cardiologin more than 30 hosp

Ran

Fortune


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Location & Staff

Over99%of all NHS organisand Wales have Msolutions and ser


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Organised into 2 Business Units

Workforce SolutionsA unique portfolio of products and services designed to accelerate the benefits of the NHSRecord (ESR)

Health & Social CareResponds to the markets increasing requirement for solutions which reflect the care journ

boundaries between hospital, community and social care


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Workforce Solutions

The Electronic Staff Record (ESR) HRand payroll system for the NHS inEngland & Wales

McKesson Shared Servicesprovides payroll outsourcinNHS organisations

ESR has delivered major savings to the NHS throughreplacing multiple separate HR and payroll systems. Itreplaced 67 HR systems, 1702 in-house trust systems and28 payroll systems

It continues to offer NHS managers the tools needed tomore efficiently manage their workforce and meet the NHS

requirements for higher productivity and lower costs

10 year contract value is 500m

Worlds largest integrated HR and payroll system, paying 1.4

million NHS staff every month (7% of the working population)Provides HR, payroll and pensions servorganisations

Delivering the ALBs contract with Lo

Includes electronic efficiency tools smanagement, electronic timesheets expenses managementthe Electro

Also covers Client Serviceseverytand consultancy to project managem


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The Electronic StaffRecord and the NHS


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The NHS is the fifth laemployer in the world

The largest employer

Employs over 1.4milliEngland and Wales

574 organisations

Free at the point of ca

The National Health Service (NHS)


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The NHS Electronic Staff Record (ESR)replaced

HR systems67

1,702in-house28Payroll systems

is the complete workforce manage

NHS

Terms and conditions

Training history and qualification

Absence history

Occupational health information Training management and E-Lear

Single workforce I


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The National Solution for the NHS in EnglandWales

420organisations

paygrades

Assignments an hour

1.4million employees

250,000allowances

workin

12 million linesof customcode supported

2 million payslipsper month

350,000

175,000 51.5 millionlines of codeand configuration

7%300,

jo

265,leThe W

integrated


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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.

Unique Challenges


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What the ESR Solution Delivers Today


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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)

Operating Facts of ESR


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ESR Solution Components

HR/Payroll

Self ServiceOLM

eLearning DataWarehouse

Reporting

NHS Layer Configuration500+ Customisations

E-Business SuiteOracle HCMR12.1

Oracle Database 10G

IBM POWER7AIX 6.1
http://en.wikipedia.org/wiki/File:Cisco_logo.svghttp://www.google.co.uk/imgres?imgurl=http://www.publictechnology.net/files/siftmedia-publictech/images/NHS-logo.jpeg&imgrefurl=http://www.publictechnology.net/image/nhs-logojpeg&h=275&w=415&sz=17&tbnid=lQ3EkelWbWDUqM:&tbnh=83&tbnw=125&prev=/search?q=nhs+Logo&tbm=isch&tbo=u&zoom=1&q=nhs+Logo&hl=en&usg=__lvkXTQf3zsIn2jUixWGTndsxwhQ=&sa=X&ei=BFYcTpTzLYTNsgbD36WRBw&ved=0CCYQ9QEwAw


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ESR Functional Components

HR/Finance Establishment (Workstructures)

Core HRPayroll

LearningManagement

AbsenceManagement

Recruitm

Employee/Manager Self Service and Shared Service

TalentManagem

Local Reports

Data Warehouse

eRec

eKSF

GMC

NMC

T&A

BACS

GL

BACS

EDI

eProd

Smartcard


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HR AnalyticsHow Did We Do It?


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Drivers to Move to OBIA


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Provide a new reporting facility which would become the

reporting tool of the future.

An independent data warehouse.

Provide Line Managers with more analytical analysis recapability.

Report scheduling (not available in Discoverer)

Replacement of the Discoverer Reporting solution (this longer term aim/goal)

Drivers to Move to OBIA


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The Proof of Concept


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Primary focus on ETL incremental timing

Ability to load the data from a typical business day (online activity) within the incremental window

Target 3 hour window for the incremental load

Secondary focus on functional data model and capabilit PoC was jointly run exercise with Oracle providing spec

expertise alongside our own application and technical s

Focus of the Proof of Concept (PoC)


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Warehouse populated every night with incremental data ame

therefore data is maximum 24 hours old

Empower the customer to take ownership for the dashboard adevelopment

OBIA facility should be launched from within ESR, logging theOBIA with their correct security context

Used the out-the-box dashboards and analyses as a templatedeveloping their own

Kept the seeded subject areas

PoC Customer Needs & Expectation


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Some standard EBS functionality not replicated by OBIA

Competencies, Qualifications, E-Learning (player aspect)

Element entries, Grades and Spine Points (non Comp workbe

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

PoC McKesson Expectations


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The Project


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Aggressive timeline, with Programme-level commitmentend of March 2013

Project kick-off in September 2012

Multiple streams to cover analysis, infrastructure commissieducation, development and test

Structured end user education approachtrain the tra

Phased rollout to all organisations

Project Goals & Deliverables


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Governance

Internal Project Board

External Project Board

Delivery

Development team

Functional Analyst/Design

Testing

Education

Project Manager, Technical Architect and DBAs

Project Structure


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Things we expected tobe straightforward


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Security Profiles

No out-of-the-box organization securityalthough examples implement are included in the manual

No generic out-of-the-box integration of EBS security profiles

EBS Responsibility mapping to OBIA roles

No automatic mapping

Mapping is a customization in OBIEE. The documentation dohow to do it but its not out the box

#1 - Security


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There is no discrete Assignment dimension. Assignment level da

included in the Person dimension We had to build our own Assignment dimension and link it into ev

#3 - Others (quick round-up)

No out-the-box support for EITs and SITs

Organization Reporting (drill) hierarchy

Terminology

#2 - Assignments


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Beware how you implement date tracked changes in the

that all date track changes from EBS are accurately refl

OBAW by default does not cater for history stored in sourcesystem, so has its own implementation for recording history

Date tracked deletes not implemented out the box

Some date tracked changes not replicated across corre

Data Change History/Date Tracking


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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

Other Challenges


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Lessons Learned


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Is it for you and your implementation? Why we turned it off.

Functional breadth

Data depth

Implementation

Dont rely on the cache to fix what you think may be pe

problemsdesign your solution with performance in

BI Caching


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BI repository not ideally suited to collaborative working

DAC & Informatica is easier to collaborate on

Various 3rd parties have recommendations on multi-usedevelopment techniques, and plenty of information in thBlogosphere. Worth the research up front

As per EBS, observe rules about custom object namingconventions

Development Practice


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Success of the project relied heavily upon our skilled an

experienced team

Positive outcome because of the McKesson skills and hdirect route into Oracle development

Many of our solutions to product issues were fed back tothat they could be included within the core product at a

A Positive Outcome

A S f l P j


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A Successful Project

A S f l P j t


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The project went live as planned at end of March 2013 an

customers love it!

A Successful Project

M t O i D hb d


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Management Overview Dashboard

E l C t A l


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Example Competency Analyses

Ab T d O P i d A l


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Absence Trends Over Period Analyses

M thl P Bill b El t G


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Monthly Pay Bill by Element Group

How Large?


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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

How Large?


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CON9091_Xiang-CON9091 How McKesson Successfully Delivered the Largest Oracle HR Analytics Project...

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