Top University moves from iRecruitment to Oracle HCM Cloud...
Transcript of Top University moves from iRecruitment to Oracle HCM Cloud...
Presenter: Austin Reason – Director of Cloud Services
Top University moves from iRecruitment to Oracle HCM Cloud Talent Acquisition
EiS Technologies (Enterprise Integration Solutions)
GROAUG Conference - February 10th 2017
Presentation Abstract
Many Universities see the value in expanded system capabilities in HCM Cloud vs EBS iRecruitment. They are always looking for lower costs and more flexible ways to improve processes and operational efficiencies. Students and Staff expect to access services quickly and continually, both important components that drove their Cloud Approach. In this presentation, we will look at the project completed with our client, as well as discuss the Business Drivers and IT Drivers for this phased implementation of Oracle HCM Cloud
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Agenda• Presenter Backgrounds• EiS Overview• Why Migrate from EBS to HCM Talent
Acquisition Cloud• What Applications and Processes were
migrated to Cloud• Strategy for Migration• Implementation & Integrations• Go Live & Lessons Learned
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About the Presenters / Audience
• Austin Reason – Director of Cloud Solutions• 18 years experience with Oracle TechnologiesOracle Volunteering• President of Gulf Region OAUG• OHUG Co-Founder and Past Executive Board of
Director for 11 years
• Currently using Taleo Enterprise Edition / HCM Talent Acquisition Cloud?• Currently using Taleo Business Edition / HCM for Small Business?• Currently Implementing Taleo Enterprise or Business?• Thinking of implementing Taleo Enterprise or Business• Thinking of migrating from iRecruitment to Taleo
Audience:
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Founded in 2001 160+ Clients – Reach all business objectives, on time,
within budget 500,000+ Hours spent delivering value based
solutions to our satisfied clients 50+ Certifications in the Oracle Fusion / Cloud space Core Competency – Oracle Human Capital
Management Over 185 Full-time resources Offices in US (Atlanta), UK (London), and India
(Hyderabad)Oracle’s full suite of products including Cloud Services, Fusion Middleware, Taleo, PeopleSoft, E-Business Suite
Overview
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Why Migrate from EBS to HCM Talent Acquisition Cloud
• Replace iRecruitment with a more robust
Talent Acquisition System
• Functionality / Compatibility Issues
• Single Sign On
• External Job Board Posting issues
• Custom Qualifying Questions
• Resume Review
• Workflows
• Automation of Messages
• Customization of Messages
• Mobile Capabilities
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Oracle HCM Cloud
Why
Oracle EBS HR
Time to Value – HCM Cloud• On-Premise vs SaaS?
• A SaaS deployment delivers value much faster than a comparable On-Premise deployment. 6-8 month Implementation of Recruit and Onboarding with Integration to EBS.
• Benefits of Oracle HCM Cloud • Configurable business process templates and setup wizards guarantee a fast
start for your migration to Oracle Cloud Applications
• Easy data migration gets your current and historical HR data into Oracle HCM Cloud Applications quickly
• Product updates / upgrades - means you can start benefiting from new functionality as soon as it’s available
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Cost Savings / Efficiency
Oracle HCM Cloud Applications and Taleo are available on a subscription, pay-as-you-go, pricing model. With no hardware to buy, software to manage or upgrades to conduct, you can drastically reduce the cost of implementing and running a new HR and Payroll platform –and achieve ROI much faster.
• No Hardware Investment – servers, hardware
• No IT consultants to “Install” system
• No in-house application maintenance or upgrade costs
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What Applications and Processes were migrated to Cloud?
OLD• Oracle EBS iRecruitment for Recruiting
• No Onboarding Application• Limited Reporting Capabilities
NEW• Oracle HCM Talent Acquisition Cloud
• Recruiting • Onboarding• OBIEE Reporting
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Oracle Talent Acquisition Cloud / Taleo
Recruiting
Onboarding
Learn
Social Sourcing
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Oracle HCM Talent Acquisition Cloud - Recruiting
• Applicant Tracking• Assessments and Screening• Requisition Management• Interview Management• Offer Management• Mobile Capabilities• EE/EEO Reporting & Compliance
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Oracle HCM Talent Acquisition Cloud - Onboarding
• Forms Management (NDA, i9, W4) • Direct Deposit• Employee Personal Data• New Hire Orientation• Retirement
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Strategy for Migration – Change Management
Complete an Organization Assessment• Identify Stakeholder Groups• Interview Stakeholders –Discovery Sessions (Process Team)• Validate Results (impacts/benefits, resistance, risks)
Establish Communication Management Approach• Identify Communication Strategy defined for each group• Determine timing and frequency of communication• Determine communication mediums for targeted groups• Create Content• Execute Communications
Initiate Training• Determine the users to be trained• Assess End Users• Develop Training Content & Delivery method• Deliver Training
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Implementation MethodologyPre
• Develop Charter
• Assign Resources
• Communications Plan
• Set up PM Tools
• Change Management Plan
• Testing Plan
• Training Plan
Discover
• Current State
• Detailed Requirements
• Pain Points
• New Items vs Eng
Design
• Design Future State
• Document Decisions
• Document Configurations
• Develop Content
• Compile Data
• Document Integration
Configure
• Knowledge Transfer
• Configuration of System
• Data Entry
• Develop Integrations
Test
• Unit Testing
• Validation
• UAT
• System Testing
• End to End Testing
Refine
• Data Entry
• Configurations
• Integration Fixes
• Documentation
Deploy
• Communications
• Zone Sync
• Deploy Integrations
• Training
• Go Live
Stabilize
• Support
• Document Problem Areas
• Refine System
• Troubleshoot
Optimize
• Re-Design
• Re-Configure
• Streamline
• Add New Functionality
Quality Control
Risk Identification & Mitigation
Monitoring & Controlling
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Project Details
• Worked with a Defined Detailed Scope and Project Plan
• Conducted Remote Implementation, Configuration and Integration
Sessions 2x a week
• Built Configuration Workbooks
• Build Project Notebook detailing Agenda, Calendar, Meeting Minutes,
Project Issues, Actions and Decisions, and timeline.
• Minimal Customizations keep the Implementation on track
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Align technology with business process• Configure technology to help you support your business & recruitment processes• Beware of OP + NT = EOP (Old Process + New Technology = Expensive Old Process)
Executive & Management Sponsorship & Change Management• Communicate changes and benefits throughout the implementation.
Project Management• Define objectives for the short and long term• Define “Success” through expectations, deliverables, and timelines
Line of Business Involvement• Involvement in decision-making from the beginning• Ensure testers are represented from the areas where the solution will be deployed
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Implementation Optimization
Implementation Optimization
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Training• Ensure users know how to use the tool to carry out business processes and strategy
Stabilization and Optimization• Maintain a stabilization period post implementation to ensure end user familiarity• After stabilization, re-visit business processes and optimize the system for future savings
Reporting enables decision making• Transform data into usable information that will help with decision making• Reporting and analytics should provide information that helps users make decisions at
the operational strategic levels
Phased Approach over Big Bang
• Not replacing on premise EBS HR system of record at this time
• Phased migration to Oracle Cloud – what will add immediate value and enhanced capabilities at minimal costs and
• Talent Acquisition Cloud was selected as initial move to HCM Cloud to gain the most value
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Oracle HCM Talent Acquisition Cloud – Recruiting Implementation Timeline
Recruiting Timeline 30-Nov 7-Dec 14-Dec 21-Dec 28-Dec 4-Jan 11-Jan 18-Jan 25-Jan 1-Feb 8-Feb 15-Feb 22-Feb 29-Feb 7-Mar 14-Mar 21-Mar 28-Mar 4-Apr 11-Apr 18-Apr
Phases / Key Deliverables Work Week W0 W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18 W19 W20
Recruiting
Project Definition •Project Initiation Project Definition
Project Planning (1 Weeks) •Project Kickoff
Analysis & Design Analysis & Design
Core Data and Process Analysis &
Design
Content Analysis & Design
Website Design Zone Review
Prototyping
Full System Design Review
Deployment
Deployment Activities •Go Live
Training(3 Weeks)
Prototyping (UAT)
(3 Week)
Stabilization
No Sessions Core Team ValidationsAnalysis & Design
Zone Configurations
Deployment
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Oracle HCM Talent Acquisition Cloud – Onboarding Implementation Timeline
Onboarding Timeline
Week 7-Mar 14-Mar 21-Mar 28-Mar 4-Apr 11-Apr 18-Apr 25-Apr 2-May 9-May 16-May 23-May 30-May 6-Jun 13-Jun
Project
Planning
Project Planning
Discover & Design Discover & Design
Process Design Onboarding
Solution Configuration Configurations
Content Design, Development and Activation
Content Configuration
Development Development
Data Mapping and Design for Integration Touch Points
(New Hire Export)
Testing Testing
Scripts Prepared
Scripts Executed
Adjustments
Deployment Deployment
Required Data Loads
End-User Training
Go Live June
Support Post Go Live Support
Post Go Live Support
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Consulting Project Team
• Functional Lead – Recruit
• Functional Lead - Onboard
• Technical Project Manager
• Functional Configuration
• Technical Integration, Data Conversion, Reporting
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Customer Project Team
• IT Project Manager
• Senior Employee Recruiter / Functional Lead
• Recruiter
• Human Resources Assistant
• Human Resources Manager
• EBS System Admin / Technical Lead
• EBS Team Lead / Technical backup
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Integration – Taleo Connect Client TCC• Taleo Connect integrations provide a complete, open, and integrated
solution for building, deploying, and managing the transfer of basic data between Taleo, HR Systems (HRIS/ERP), data warehouses and other systems.
• The Taleo Connect Client (TCC) tool provides a Java based, client hosted tool; allowing for the import and export of data to and from Taleo. TCC can be used to design, build, test and monitor integrations using a simple drag and drop GUI. Along with pre and post processing transformation capabilities, it allows for rapid expansions to your integration workflow.
• Data can include information from Recruiting, Onboarding, plus foundational and User data.
• TCC integrations can be used in conjunction with, or in place of, Reporting.
Software: • need to install
TCC on Customer’s environment
Hardware: • need workstation
on Customer’s environment
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Integrations to EBS HR completed• Integration mapping, with custom fields, development of TCC script,
unit testing, knowledge transfer and deployment support for each of the following integration(s):• EBS to Taleo EE: Organization Import
• EBS to Taleo EE: User Import
• EBS to Taleo EE: Job Templates
• EBS to Taleo EE: Candidate Import
• Data mapping, development of TCC script, unit testing, knowledge transfer and deployment support for the following integration:• Taleo EE to EBS: New Hire from Recruiting
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Co-Existence Models – Oracle HCM CloudCoexistence enables you to integrate your existing Oracle Human
Resource (HR) applications (support Oracle PeopleSoft Enterprise
Human Resources 8.9, Oracle E-Business Suite Human Resources 11i and
Oracle E-Business Suite Human Resources 12.2) with specific Oracle
Cloud Human Capital Management (HCM) features so that you can
benefit from those features without migrating fully to Oracle Cloud
HCM. The interface between your source application and Oracle Cloud is
prebuilt, fully supported, and leverages Oracle's integration framework
and guidelines.
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Oracle HCM Cloud Integration 1. From HCM to Taleo (Oracle Talent Acquisition)
• Exporting Work Structures and Worker Data to Oracle Taleo Recruiting Cloud Service
2. From Taleo (Oracle Talent Acquisition) to HCMCreating a job requisition using the data imported from HCM.
• Selecting candidates for a job requisitionHiring a candidate
• Importing candidate data from Oracle Taleo Recruiting Cloud Service
3. From HCM to TaleoCreating pending worker
• Converting pending worker to employee• Exporting changed data to Oracle Taleo Recruiting Cloud Service
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EiS Integration Expertise
Our Expertise
• Providing full end-to-end integration services
• Assessing and designing enterprise integration architecture
• Taking agnostic approach to tools & methods:• Oracle Integration Cloud Services• MuleSoft Anypoint Platform• Jitterbit Harmony• SplashBI Integration Engine• Custom Point-To-Point
• Developing solutions for data migration and consolidation
• Maintaining integrations, applications and customizations
• Delivering integration hosting services
• Implementing effective, scalable integration solutions for Cloud and hybrid systems
Your Benefits
• Increasing Business Process productivity
• Reducing operational costs through automated integrations
• Creating the necessary agility to meet dynamic business needs
• Having scalability to meet business growth
• Having solutions developed and implemented in a timely manner
• Utilizing existing systems and people more effectively
• Maximizing user and customer satisfaction and increasing trust
• Focusing IT resources on processes that make your company unique
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Reporting
• OBI – Oracle Business Intelligence• OBI Dashboards• OBI Reports
Other Reporting capabilities for Taleo • Splash BI
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Project GoLive & Lessons Learned
• Project duration is 8 months total from initial Kickoff meeting to go live
on Onboarding
• Recruiting was live within 6 months of Kickoff
• Worked with a Defined Detailed Scope and Project Plan
• Conducted Remote Implementation, Configuration and Integration
Sessions 2x a week
• Built and Maintained Configuration Workbooks
• Built Project Notebook detailing Agenda, Calendar, Meeting Minutes,
Project Issues, Actions and Decisions, and timelines.
• Minimal Personalization's keep the Implementation on track
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Cloud Implementation Services
• HCM Cloud Implementation Services• Configuration• Data Conversion (Legacy and Historical Data)• Integration• Co-Existence with On-Premise Systems of Record (EBS, PeopleSoft, Lawson, etc) • Cloud Connectors
• ERP Cloud Implementation Services• Configuration• Data Conversion (Legacy and Historical Data)• Integration• Co-Existence with On-Premise Systems of Record (EBS, PeopleSoft, Lawson, etc) • Cloud Connectors
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EiS Professional Consulting Services for Oracle Cloud – How to engage
Austin ReasonDirector of Cloud & Professional [email protected] 678.430.3837Cell 561.252.3303
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