fusion hcm co-existence as part of a peoplesoft hcm...
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0 Copyright 2013 Fujitsu America, Inc. .
Fusion HCM Co-Existence as Part of a PeopleSoft HCM Upgrade
Stephen Bentz – Director/ESA – Fusion HCM Center Of Excellence
1 Copyright 2013 Fujitsu America, Inc.
Welcome!!
Fujitsu America Director – Oracle Fusion HCM Center of Excellence
Enterprise Solutions Architect – Oracle HCM Applications
• Fusion
• PeopleSoft/eBusiness/JD Edwards
Oracle Applications User Experience Advocate – Primary Partner
Memberships VP of Greater Philadelphia Regional Users Group (10 Years)
OHUG/OAUG/MAOUG
IHRIM/PEHRS
Fujitsu America Global Diamond Partner and Certified Fusion HCM Systems Integrator
Achieved over 100 Fusion Certifications
Currently manage/operate Oracle-based services on > 10,000 platforms
Stephen Bentz
2 Copyright 2013 Fujitsu America, Inc.
Fujitsu America Overview
WHAT FUJITSU DOES
Oracle
Practice
E-Business
Edge
Products
Fusion
Financials
Fusion HCM
ERP \ Edge \ CRM Advisory Services
Oracle ERP Upgrade
ERP Financial Offering
Healthcare Payer Offering
Multi-Country Global Architecture and
Localization
ERP Advanced Procurement Offering
ERP Industrial Manufacturing Offering
Oracle Fusion HCM
VCP and Promotion Planning
VCE and Freight and Parcel Solution
ERP Integration Offering
Master Data Management (MDM)
BI Apps / OBIEE Offering
Oracle Fusion Financials
Oracle Managed Services
Infrastructure, Network, and Hosting
Services
Edge: VCP (e.g. Demantra, ASCP), Master Data Management (MDM)
3 Copyright 2013 Fujitsu America, Inc.
Agenda
Setting the Stage
Evaluating the Options
Scope and Limitations
Laying Out the Selection Process
Hard Costs vs. Soft Costs
Establish the Flight Plan
Wrap Up and Questions
5 Copyright 2013 Fujitsu America, Inc.
Current State “ABC Company” Footprint
PS HCM Implemented initially in 1996
Core HR, Benefits Administration and NA Payroll
Added Time & Labor
Compensation, Self Service and
Workflows are built into “Internal
Applications” – AKA “SANSKRIT”
6 Copyright 2013 Fujitsu America, Inc.
Pain Points
There is no Single Source of Data
All Reporting is Done within the Data Warehouse
Manager Dashboards DO NOT Exist ABC Company did not like PS v9.0 UI
ABC Company decided to build their own UI within an existing DB
The Internal Application runs via Batch Processing and is not Dynamic
No Central Unified User Interface Poor Manager/User Experience
Led to Major Issues for the Adoption of New Functionality
No Linkage to ANY Other Systems
Patching and Updates ABC Company has no idea what PeopleTools Patches and Updates
have been applied
Only Current on Tax Updates for Payroll
7 Copyright 2013 Fujitsu America, Inc.
Aren’t they in the Cloud Already?
Cost of Contracts is Immense
No Self Service Occurs Within the
PeopleSoft HCM Application
All Workflows are Generated from
the Internal Application Server
Recruiting – Outsourced
Performance & Goal Management
– Outsourced
Benefits – Outsourced
Learning Management –
Outsourced
Compensation – Written in
“Ancient Code” and Requires a
Dedicated Technical Resource
Absence Tracking is Manual and
loaded into a Data Warehouse
8 Copyright 2013 Fujitsu America, Inc.
Time to Find a New Path to Travel
Too Many Accidents Ahead (and Many to Leave Behind)
Introducing “Cloud Quest” for System Optimization
Multiple Exit Strategies Exist
Did We Just Miss Our Route Off of This Mess?
Does Anyone Have a “Left Handed Monkey Wrench?”
What is Exactly “Under the Hood”?
Find the Nearest Rest Stop
Find a Good Mechanic (or Mentalist)
Get a Reality Check
Top off the Tank and Adjust the Mirrors
Your Competition May Be Closer Thank You Think
It’s a Long Ride – Patience is a Virtue
9 Copyright 2013 Fujitsu America, Inc.
This Looks Nice!
Revamp IT Landscape
Simplify Business Processes
Maximize Outbound Traffic
Reduce Reliance on Third Party
Applications over 3 Years
Eliminate Internally Developed
and Maintained Self Service and
Compensation Applications
Leverage Overall Oracle Product
Mix taking advantage of New
Functionality
Eliminate Payroll Processing
Blackouts (36 Hours Down Time)
Implement Absence Management
11 Copyright 2013 Fujitsu America, Inc.
Opportunities Available for Oracle Clients
Continue on Their Current Path
• Clients can choose to upgrade to the latest release of their existing applications (staying with PS, EBS or JDE, among others) and wait things out
Adopt a Co-Existence Strategy
• Add new Fusion HCM modules to their existing portfolio
Embrace the Full Suite
• Deploy the complete Fusion HCM suite
12 Copyright 2013 Fujitsu America, Inc.
Oracle HR Cloud Services
Workforce
Rewards
Human Resources
Performance and
Succession
Workforce
Optimization
Social
Learning and
Development
Recruiting and Onboarding
Workforce
Management
Payroll
Mobile
HR and talent analytics
Platform Services
Common Infrastructure Services
Scalability – Extensibility
14 Copyright 2013 Fujitsu America, Inc.
PS HCM PS Financials
External
PeopleSoft Portal
The PeopleSoft Interaction Hub
• Site-wide branding
• Personalized Home
Pages
• Collaborative
Workspaces / Forums
• Blends internal &
external content
18 Copyright 2013 Fujitsu America, Inc.
Project Scope and Limitations This project’s main objective is focused on leveraging process and performance
improvements provided in the latest release of PeopleSoft’s HCM v9.2.
Other objectives include tighter integration between internal applications while moving
to a full SaaS Environment within a Three Year Timeframe.
Upgrade existing PeopleSoft HCM release 9.0 on Tools 8.49.18 to PeopleSoft release
9. 2 on Tools 8.52.x
Sunset ABC Company’s existing Internal Application:
Replace with Oracle’s Fusion Compensation Co-Existence Functionality
Move all Manager and Employee Self Service functions along with Workflows and Event
Notifications into PeopleSoft HCM
Add new functionality for Absence Management,
Identify areas of opportunity to “de-customize” the application in order to take
advantage of “Best Practice” as embodied within the v9.2 PeopleSoft HCM
application.
Assess the opportunities “up front” to de-customize:
Review output of SYSAUDIT and DDDAUDIT Reports in existing v9.0 HCM DB
Conduct a 3-Week Functional Assessment Process to identify areas to “de-customize”
Install PS v9.2 DEMO DB and perform Upgrade/Compare
20 Copyright 2013 Fujitsu America, Inc.
Conduct a Readiness Assessment
Two Week Onsite Functional Review of PS v9.0 Copy of Production
Review business processes in the Current State
Walk through findings of the SYSAUDIT and DDDAUDIT Reports
• Orphaned PeopleSoft Objects
• Modified “Delivered” PS Security Profiles and Roles
• Out of Date Queries which reference Records/Fields that no longer exist
• Tree Definitions with orphaned tree branches/nodes
• Inconsistencies between the Database and the Application Designer
Review existing business processes to identify areas to “de-customize”
Review v9.2 DEMO DB to further enhance adoption of “best practice” as
embodied within the PS “Vanilla” DB
HCM Readiness Assessment Document
Data Clean-up and Standardization Recommendations
Time and Labor Findings and Recommendations
Confirm Queries that are “out of date” and can be eliminated
Estimate the overall Level of Effort to modify custom SQR Programs
Confirm all Requirements to “Sunset” Internal Comp & Self Service Application
21 Copyright 2013 Fujitsu America, Inc.
Develop the Plan of Attack
Triage to Stabilize PS v9.0 Environment
Upgrade/Compare to De-Customize
Tune Internal Processing for Payroll
Resolve Time & Labor Bottlenecks
Implement Absence Management Reduce Risk
Automate Absence Tracking
Sunset Internal SANSKRIT!!! Move Self Service to PS and Fusion
Move Workflow Processes to PS and Fusion
Implement Fusion Compensation
Provide Single User Interface Increase End User Satisfaction
Develop End User Training with UPK
24 Copyright 2013 Fujitsu America, Inc.
Hard Costs
Internal Investment in PS HCM for 15+ Years
Internal “Home Grown” Systems One FTE Technical Resource to Support
Third Party Contracts Recruitment/Applicant Tracking/Onboarding Expire in 2015
Benefits Administration Expires in 2014
Performance and Goal Management Expires in 2015/2016
Learning Management Expires in 2016
2014 2015 2016
Implement Fusion
Compensation Co-Existence
Replace Univers Benefits with
Fusion HCM
Replace SkillSoft with Fusion
App’s
Benefits – renew thru 2015
Replace ICIMS/Bullhorn and
KMS with Fusion App’s
Replace SalesForce.Com with
Fusion App’s
Replace Cornerstone On
Demand with Fusion App’s
Look to port all PS Footprint
to Fusion HCM
25 Copyright 2013 Fujitsu America, Inc.
Soft Costs
Increased Core User Productivity
Reduced Maintenance of Internal Systems
Reduction of Manual Data Entry into Third Party Applications
Reduction in End User Adoption of Self Service Help Desk Intervention
HR Department Support – Frees Up Time for Greater Productivity
26 Copyright 2013 Fujitsu America, Inc.
Final Evaluation of Soft Costs - Sample
Annual
Value Driver Benefit* Enablers Rational / Assumption (based on Oracle Best Practice)
HR-Payroll
Productivity
$240k HRMS Payroll ePay Time and Labor
Focus on more strategic tasks allows the HR-Payroll-related support staff to improve their skills and knowledge and become more valuable to the organization. Routine tasks make up the majority of staff time.
Improvement based on 20% improvement on HR Admin FTE’s of 3 (General HR Admin tasks -Data entry, reconciliation, etc.)
Improvement based on 20% improvement on Payroll Admin FTE’s of 3 (General Payroll Admin tasks -Data entry, reconciliation, Payroll runs, tax updates.)
Improvement based on 25% improvement on Time FTE’s of 1 (Time Admin for PTO requests, timesheets, reconciliation)
Reduce Cost of HR
Documentation
$188k $45k
UPK UPK enables customers to create online and paper based documentation, training, and performance support materials providing value throughout the implementation lifecycle Additionally provides training tool with pre-defined content
Improvement based on 50% improvement of initial documentation costs Improvement based on 25% improvement of ongoing documentation costs
Improve Productivity
– Time Tracking
$163k Absence Mgmt Time and Labor
Integrated time sheet and PTO tracking and requests Improvement based on 20% improvement on for 700 non-exempt employees spending
2 hours per month on time and PTO
Improve Productivity
Compensation
$185k Fusion Compensation
Integrated and Secure compensation module for all merit and incentive processes Improvement based on 20% improvement on for 2 annual hours managers spend on
each employee for compensation managment
Rationalize current IT
infrastructure
$1,011k Enterprise HCM Sunset existing legacy and disconnected HCM applications Improvement based on 100% replacement (over time) of current HR system costs
Improve Productivity
– Reporting and
Analytics
$252k HCM Reporting HR Portal
By deploying self service, automated reporting and analytics tools a company can significantly reduce reliance on specialized IT resources for interpreting, creating and changing reports.
Improvement based on 30% improvement on 2 HR reporting staff FTE’s Improvement based on 25% improvement on time managers spend requesting,
manipulating, merging and reconciling data for their employees
28 Copyright 2013 Fujitsu America, Inc.
Future State “ABC Company” Footprint ‘14
PS HCM Upgrade in 2014
Core HR, NA Payroll, T&L, Absence Mgt.
Added MSS & Self Service
Fusion Compensation
Co-Existence Model
Bi-Directional Feed To/From PS HCM
29 Copyright 2013 Fujitsu America, Inc.
Future State “ABC Company” Footprint ‘15
Fusion Talent
Fusion Benefits
Fusion Performance and Goals
30 Copyright 2013 Fujitsu America, Inc.
Future State “ABC Company” Footprint ‘16
Fusion Full HCM
Fusion Learning
Fusion Incentive Compensation
Potential to Replace Replicon T&A
Potential to Replace Data Warehouse
32 Copyright 2013 Fujitsu America, Inc.
The Fusion Compensation Simplified UI
Managers can quickly perform top tasks with a minimum of clicks.
33 Copyright 2013 Fujitsu America, Inc.
Fusion Compensation – The Options
• Streamline Compensation processes and eliminate dual data entry
• Eliminate reliance on MS Excel Spreadsheet usage
• Enable employee & manager self-service capabilities
• Allow for the integration of Stock and Bonus data calculated outside of the delivered
Workforce Compensation data structures
• Greatly reduce the amount of intervention needed to manage employee compensation data
• Obtain sophisticated Compensation Management capabilities
• Enhance reporting capabilities for internal and external use
35 Copyright 2013 Fujitsu America, Inc.
Final Results – TBD Satisfied End User Population
Robust Transaction Processing
Overall Cost Reduction
Elimination of Costly Contracts
Seamless “End to End” Processing
Fusion Compensation is the first
move towards putting the power in
the hands of the Users
Three Year “Flight Plan” will Reduce
Reliance on Third Party Solutions
Continuous Review and
Checkpoints Provide Stability
Simplified UI Ports to Functionality
via all Devices
Desktop
Laptop
Mobile