From Disparate Systems to Consolidated HCM in the Cloud

Transcription

From Disparate Systems to Consolidated
HCM in the Cloud
Considerations and Understanding
CON5598 - 10/28/2015
11:00 AM – Palace Hotel – Sea Cliff
Deron Stoecklein
Senior Manager, Kansas City, MO
Find your
silver lining
GRANTTHORNTON.COM/SILVERLINING
Today's Session
From Disparate Systems to Consolidated HCM in the Cloud
CON5598 -‐ 10/28/2015 11:00 AM – Palace Hotel – Sea Cliﬀ Global organizations are evaluating robust HRIS applications such as the
Oracle Human Capital Management Cloud suite to support operations across
the HR functions. The technologies supported in Oracle Global Human
Resources (core HCM) for global employees and self-service capabilities for
employees and managers support process efficiency and data integrity. In this
session, learn how companies are consolidating HR operations in the cloud
with integration capability for internal and external applications as a primary
objective for the new HRIS, consolidated reporting and analytics, and
improved workflow approval and notification processes. Learn how a
foundational framework will support future deployment phases including talent
management, compensation, and payroll/benefits administration.
© 2015 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd
2
Agenda
•  About Grant Thornton
–  Our Perspective
•  Global HCM
–  Considerations and Marketplace Trends
•  Journey Around the Kingdom
–  Where are you?
•  Application Alternatives
–  Solution and Deployment Considerations
3
About Your Presenter
From Grant Thornton
Deron Stoecklein
Senior Manager, Advisory Services, Technology Solutions - HCM
Kansas City, MO
E: [email protected]
T: 913-272-2722
Executive summary
Deron has over 15 years of experience, in Human Capital process analysis, system design and implementation as well as
organizational design and workforce strategy. Deron has specialized in leading strategic system assessments, evaluations and
implementations of operational and core back-office systems including process redesign and standardization. With a diverse
background in Oracle Human Capital Management Product Solutions, Deron provides a strategic and operational perspective for
clients evaluating and implementation Oracle PeopleSoft, Oracle e-Business Suite and Oracle Fusion HCM offerings while
helping clients to leverage ERP systems and industry solutions for process improvement and efficiency while leading clients
through large-scale program management, change enablement and transformational initiatives.
4
About Grant Thornton
Our Perspective
5
One of the world's leading organizations of
independent audit, tax and advisory firms
38,000
people in over
100 countries
65% of
Grant Thornton
International Ltd1
Forbes Global
100 companies
US $4.7 billion revenues
40,197 personnel3
served by Grant Thornton
International member firms
2,975 partners
725 offices
Statistics as of Sept. 30, 2014
6th
largest
global
accounting and
consulting firm
58%
of 2013
Fortune 100
Grant Thornton LLP2 (U.S.)
$1.4 billion revenues
6,456 personnel3
529 partners
57 offices
Statistics as of Dec. 31, 2014
6
Global Entity
Grant Thornton International
•  Revenues of $4.7B
•  725 offices worldwide
•  More than 40,000 employees
•  More than 2,800 partners
Grant Thornton LLP
•  Revenues of $1.4B
•  57 offices nationwide
•  More than 6,000 employees
•  More than 500 partners
VISION
To be the leading audit, tax and advisory firm, serving
dynamic organizations in our chosen markets.
7
Exclusively focused on Oracle
Broad product specializations that set us apart
•  Specialization is achieved through competency development, business
results, demonstrated expertise and verified client success
•  Platinum achievement requires applied experience be demonstrated for
at minimum of 5 product areas across the disciplines of pre-sales, sales,
implementation and support
•  Enables access to Oracle knowledge capital, product strategies and
support resources not available to other partners which can be used to
bring value to our clients
•  Specialized in 16 product areas across ERP, HCM, BI and EPM enabling
us to successfully deliver integrated, cost-effective, scalable solutions
delivering Business Harmony for our clients
ERP
• 
• 
• 
• 
• 
E-Business Suite
JD Edwards
PeopleSoft
ERP Cloud Service
HCM Cloud Service
BI
• 
• 
• 
• 
• 
BI Foundation Suite
BI Applications
Endeca
DRM
BI Cloud Service (BICS)
EPM
• 
• 
• 
• 
Hyperion Planning
Hyperion Financial Management
HPCM
Planning and Budgeting Cloud Service (PBCS)
Specialized in 16
products across ERP,
EPM, HCM and BI
Our commitment to
delivering Oracle valueadded solutions for your
business
8
Recognized capabilities
Hear it for yourself from Oracle and our clients
• 
Member of the Oracle Partner Advisory Council
• 
More than 175 consultants focused exclusively on Oracle
• 
One of largest and nation’s leading Oracle EPM (Hyperion) firms – experience from strategy
through design and implementation and beyond
• 
Extensive experience in the planning, design, and implementation of integrated Oracle ERP,
EPM and BI solutions and best practices
• 
Quick Facts
Proven Oracle-specific methodologies, templates and supporting tools, as well as industry
thought-leaders and deep technical practitioners
• 
Specialized in 16 product areas across EPM, ERP, BI and HCM
• 
Recognized by Oracle as a Platinum partner
- 
• 
Ranked #4 EPM & BI Partner for North America in FY14
Received Oracle's prestigious 2014 Specialized Partner of the Year award – North America
Enterprise Performance Management Oracle JD Edwards recognized Grant Thornton with its 2015 JD Edwards Partner
Excellence Award for Outstanding Upgrades. Our work at Renewable Energy Group
(REG) was recognized because of its transformational nature and cross-pillar influence.
•  Over 250 successful ERP
selection, implementation and
upgrade projects
•  Over 125 successful Hyperion
Planning (HP) implementations
•  Over 75 successful Hyperion
Financial Management (HFM)
implementations
•  Over 100 successful BI
implementations (Fusion Analytics,
OBI Apps, BI Foundation Suite &
Essbase)
•  2012 Oracle Excellence Award for
Specialized Partner of the Year –
Business Intelligence and Data
Warehousing
•  2012 Oracle Fusion Middleware
Innovation Award – Business
Analytics
Specialized in 16 products across ERP, EPM, HCM & BI
9
Business Harmony
10
Business Harmony
Business
Analytics
Enterprise
Performance
Management
We help our clients integrate transactions to report on
financial results and variances with governed standards.
Services include:
•  Reporting and analytics strategy
•  Governance and master data
•  Foundation analytics
•  Pre-built analytics
•  Advanced analytics
We help our clients transform data into usable
information. Our services give clients better visibility into
their business that enables actionable decision-making:
•  Enterprise planning, forecasting and strategic
planning
•  Consolidations and financial reporting
•  Profitability analysis
•  Change assurance
Enterprise
Resource
Planning
We help our clients manage transactional detail from
every process within their business. Connecting this
information with users and ensuring that it meets their
specific needs are critical to enabling sound decisionmaking. Services include:
•  System strategy
•  Implementation
•  Technology integration
•  Upgrades, optimization, and support
Human
Capital
Management
We help our clients develop an integrated approach for
addressing current and future talent management issues.
Our services provide our clients the flexibility to scale the
solution or solutions to their business strategy, operating
model, and culture. Specific services include:
•  Assessments
•  System strategy and implementation
•  HR intelligence
•  Upgrades, optimization, and support
11
Global HCM
Considerations and Marketplace Trends
12
Global HCM
Top HR Challenges and Success Factors
Compliance
Data Cleanliness
Org
Charts
Be Proactive
Engagement
Employee Communication
Data Integration
Enable Users
Actions
Serve the Business
FOCUS on DATA
Alerts
Manage Talent
Be Relevant
Transformation
Headcount
Consolidated Reporting
Automate
Enterprise Structure
13
Global HCM
Top HR Challenges in Today's World
•  Moving HR from transactional to a transformational role
within the organization
•  Dealing with the growing complexity of legal compliance
•  Creating an effective HR infrastructure that supports
and employee-centric, service-oriented HR organization
•  The efficient use of HR information systems and
technology
SHRM October 2015
14
Global HCM
System Needs
Creating a Platform for Global Communication
Global HCM systems can be invaluable to HR as tools to
help manage global organizations. But for a system to
truly support HR initiatives around the world, it must
provide a few essential elements that allow an
organization to think globally while connecting locally:
• 
• 
• 
• 
• 
• 
SHRM October 2015
Easy access
Personalized experience
Data access
Streamlined management
One-stop shopping
Help at your fingertips
15
Global HCM
Modern HCM Principles
Guiding Principle
Resulting In …
Transform HR Service Delivery
Support strategic initiatives of improving HR Service
Delivery to all companies, empowering managers, and
making HR more proactive
Leverage Automation and
Configuration
Automate processes and configure applications based
on business needs, redesigning processes to use
standard functionality to quickly update enhancements
Streamline Performance and
Succession Management
Achieve an efficient, intuitive and all inclusive talent
suite, lowering cost and simplifying the IT environment
by reducing disparate solutions
Optimize Integrated Business
Processes
Provide a more integrated tool-set, reducing paper
processing and leveraging modern technologies,
creating a user friendly experience, increasing selfservice and utilizing mobile technology
Measure and Analyze Human
Capital
Provide information access, analytics, key metrics, and
dashboards to HR and leaders to act upon results and
trends
16
Global HCM
Corporate Applications and the Cloud
HCM
CRM
• 
• 
• 
• 
• 
Sales
Marketing
Service
Incentive compensation
Quota management
•  Human Resource
management
•  Talent management
•  Workforce lifecycle
management
•  Benefits
•  Payroll
ERP
• 
• 
• 
• 
Financial management
Supply chain management
Procurement
Project portfolio
management
•  Budgeting and forecasting
•  GRC
Reporting and Analytics
Product maturity and adoption comments
•  First to cloud market; most mature
product offering
•  Widespread adoption across
small, midsized and large
organizations
•  Mature product options from
multiple vendors
small and midsized organizations
•  Adoption increasing at larger
organizations
•  Mature product options from
multiple vendors
small organizations
•  Adoption increasing at midsized
and large organizations
17
Global HCM
Trends – Percentage change in use of applications
International Data Corporation (IDC) CloudTrack Survey, October 2013
18
Journey Around the Kingdom
Where are you?
19
Your Realm
20
Your Realm
Fantasy
Frontier Land
"Home"
Tomorro
w
Adventure Land
Main Street
21
Your Realm
The Corporate "Castle" / Main Street
Centralization / Common Ground
Do Your Own
Thing
•  The "Wild West"
•  Independently
Operated Business
Units or Divisions
•  Entrepreneurial Spirit
•  Merger and
Acquisition
•  Diverse Operational
Objectives
Figure It Out As
You Go
Fantasy
Tomorrow
You Pretend to
Know
Future Realized
•  "Hire 'em and get 'em
paid"
•  "Of course we have
that data"
•  "Next Generation
HCM"
•  Reactionary
•  Manual Reporting and
Consolidation
•  Business Analytics
•  Troubleshooting /
Problem Solving / Fire
Fighting
•  How Do We Know
Anything At All
•  Get it Done
•  Partial Truth
•  Transactional, not
Transformational
•  Limited efficiency
•  Global Consolidation
•  Interactive and
Engaged
•  Decision Making
•  Data Cleanliness
•  Global Expansion
22
Application Alternatives – Solution Options
What do we do? How do we do it?
23
Oracle Solution Framework
Application Strategies
24
Oracle Solution Framework
Application Strategies – Oracle Cloud HCM
Oracle Corporation
25
Product Considerations
Application Strategies
Cloud/SaaS
Managed
at third
party site
Combinations
Managed at
customer
On Premise
26
Decision Criteria
TCO
Expertise
Data
Management
Level of
Customization
License economics
Build Internal expertise
Leverage Vendor Expertise and Infrastructure
Local Data
Remote Data OK
Extensions and Customization Capable
On-premise
Subscription Economics
Limited Extensions and No
Customization
Cloud/SaaS
27
Global Deployment Strategies
• 
User Experience
–  Modern and developed in latest web technologies
–  Transactional Business Intelligence, Social and mobile capabilities
• 
Deployment
–  Multiple adoption approaches
–  Multiple infrastructure options
–  More efficient tools/features to implement
–  Multilingual, global functionality
• 
Innovation
–  Standards based service oriented architecture
–  More easily extend and integrate
–  More upgrade friendly
28
Global Deployment Strategies – Common Practices
Consolidated
Application and
Administration
Enterprise Hierarchy
Definition
Consolidated
Application with per
country/region
Administration
Recruiting
Core Employment Record
Job Definitions
Country Specific
Analysis for
Application and/or
Administration
Payroll
Onboarding
Compensation Strategy
Legislative
Goal/Performance
Management
Talent and Succession
Benefits Administration
Language
29
Global HCM
Decision Framework
Our four-part framework helps companies
determine organizational areas that could
be best-served by global consolidation.
30
Global HCM
Decision Framework
Great applications from
great companies
•  Evaluate the software provider and its ongoing viability.
•  Avoid selecting a wide range of software providers with
one-off solutions.
•  Cloud providers are quickly deploying or adding new
functionality — tremendous amount of R&D being
spent.
•  Choose software that can evolve with the business —
crawl, walk, run.
31
Global HCM
Decision Framework
Total cost of ownership
and ROI
•  Undertake a thorough cost-benefit analysis that
considers all factors — in some cases you will still have
integration, data conversion, training requirements.
•  Consider the value to the business:
–  Address problem areas first to accelerate benefits.
–  Reduce growing pains by implementing solutions that scale
with you.
32
Global HCM
Decision Framework
Organizational
readiness
•  Determine the degree of process redesign needed for
business functions to adapt to the cloud products.
•  Accepting the application as-is reduces the need for
end users to adapt to the change of a new system.
•  Position the organization for quickly accepting
automatic updates provided by the vendor — you still
need to test.
33
Global HCM
Decision Framework
Governance and
compliance
•  Consider your regulatory obligations and the potential
changes your organization might see as you grow.
•  Robust reporting is key to satisfying compliance —
make sure your provider can deliver on advanced
reporting.
•  Assess the benefits and risks of consolidating sensitive
data.
34
Implementation Considerations
Guiding Principles
Cloud Approach
Traditional Approach
Requirements Driven
Solution Driven
Extend & Customize
Adapt Processes
Incremental
Big Bang
Waterfall Methodology
Iterative
35
Solution Driven
Project management Cloud Approach
Planning
Test
Configure
Design
Deploy
Build
Deploy
Visualize
Iterate
2–3
times
Greenfield Requirements
Understand Capabilities
We Are Unique
Leverage Built-In Leading Practices
Emphasis on Filling Gaps
Emphasis on Adapting to Gaps
36
Adapt Processes
Planning
Can we customize?
Test
Configure
Deploy
Is it configurable?
Design
Build
Deploy
Visualize
Significant Development
Iterate
2–3
times
Highly Configurable Options
Lengthy Test Cycles
Shorter Test Cycles
Schedule Risk
Predictable Results
37
Incremental Value Added
Planning
Are we done yet?
Test
Configure
Deploy
What's next?
Design
Build
Deploy
Visualize
Long Implementation Cycle
Iterate
2–3
times
Shorter Implementation Cycles
Extended Time to Value
Multiple Wins
Significant Change At Once
Change Over Time
38
Implementation Approach
Methodology and Governance
Project Management
Project Management
Planning
Planning
Design
Design
Build
Build
Test
Test
Deploy
Deploy
Iterate
2Iterate
–3
2
–3
times
times
Visualize
Visualize
Configure
Configure
Change Management
Change Management
39
Decision Criteria
Expected Benefits – Global Cloud Solutions
• 
Automatic upgrades, ensuring the organization always has the latest
functionality.
• 
Each new release reflects changes to legislation and regulations, saving time
and supporting compliance efforts.
• 
The subscription-based fee spreads the system costs out over time while
keeping the application current.
• 
Valuable IT resources freed from maintaining legacy applications.
• 
Mobile connectivity and overall improved user experience supporting social
capabilities.
• 
Companies can pay only for what they need and can add capacity and
capabilities gradually as they grow.
• 
More targeted deployments to address specific business challenges quickly –
talent acquisition, talent management, core employee record, benefits/payroll.
• 
Overall reduced total cost of ownership (TCO).
40
Closing
Key Takeaways
Deron Stoecklein
Kansas City, MO
T: 913-272-2722
41
Closing
Key Takeaways
•  No "one-size fits all"
•  Considerations for which approach to take include:
–  Infrastructure & physical requirements
–  Organization resources
–  Technical knowledge and expertise
–  Industry security and legislative requirements
–  Need for extension and customization
–  Need for fault-tolerance & redundancy
42
Closing
Key Takeaways
•  Identify a solution that fits your organization
•  Determine appropriate implementation strategies
•  Institute a governance and oversight model for success
•  Follow a proven methodology
•  Define and manage resources, roles and their
responsibilities
•  Effectively manage change for end users
•  Plan for support
43
Grant Thornton is presenting these
insightful sessions during OpenWorld
Thursday, 10/29
Sunday, 10/25
Big Bang Theory - PeopleSoft HCM and Financials 9.2 Upgrade in 7 months!
Session: UGF3664
Matt Peterman, Grant Thornton and Beth Geer, Empire District Electric
Sunday, October 25, 9 – 9:45 am | Moscone West – 3000
Tuesday, 10/27
Ameren accelerates EPPM insights with P6 Analytics enablement
Session: CON3498
Ramke Ramakrishnan, Grant Thornton and Balaji Govindan, Ameren
Tuesday, October 27, 12:15 – 1 pm | Moscone West – 3003
Building the business case for HR Analytics
Session: CON4022
John Stilwell, Grant Thornton
Tuesday, October 27, 12:15 – 1 pm | Palace – Pacific Heights
Wednesday, 10/28
The connected cloud city with Oracle Endeca
Session: CON3529
Jeff Quinlan, Grant Thornton and Jeff Silverman, Grant Thornton
Wednesday, October 28, 10:15 – 11 am | Park Central – City
Is your company prepared for the upcoming revenue recognition changes?
Session: CON3582
Craig Davied, Grant Thornton with David Scott, Oracle and Keith Sholes, Oracle
Wednesday, October 28, 11 – 11:45 am | Moscone West – 3003
From Disparate Systems to Consolidated Global HCM using Oracle Cloud
Session: CON5598
Deron Stoecklein, Grant Thornton
Wednesday, October 28, 11 – 11:45 am | Palace – Sea Cliff
Utilizing CaféOne – The future of the JD Edwards user
experience
Session: CON2730
Dwight Moore, Grant Thornton
Thursday, October 29, 9:30 – 10:15 am | Moscone West – 3024
Take advantage of the new mobile apps to transform your
procurement function
Session: CON3585
Craig Davied, Grant Thornton
Thursday, October 29, 12 – 12:45 pm | Moscone West – 3003
DRM/DRG – Bridging the gap between JDE and Hyperion
multidimensional analytics
Session: CON2989
Matt Lavery, Grant Thornton and TBD, Atkore International
Group Inc.
Thursday, October 29, 1:15 – 2 pm | Moscone West – 3018
Identifying and executing the key value drivers on Exalytics
Session: CON3521
Ramke Ramakrishnan, Grant Thornton
Thursday, October 29, 2:30 – 3:15 pm | Moscone West – 2020
Customer presentations
Monday, 10/26
Customers Present: Using Multiple Oracle EPM Products
Session: CON9534
Robert Bosley, Serta Simmons, Vinay Nagareddy, Wilsonart, Nigel Youell, Oracle
Monday, October 26, 11 – 11:45 am | Moscone West – 3020
Thursday, 10/29
Customers Present: Tax Suite
Session: CON9538
Frank Rork, Edwards, Marc Seewald, Oracle, Llew Sumner, Tyman Plc
Thursday, October 29, 1:15 – 2 pm | Moscone West – 3020
44
Closing
Questions?
Deron Stoecklein
Kansas City, MO
T: 913-272-2722
45

From Disparate Systems to Consolidated HCM in the Cloud

Transcription

Similar documents

Cub-rs Stags Herlﬂ - Res. EHTIBIi 44. ACT THREE

Modern Luxury Interiors Chicago Winter 2016

Global Restructuring

Presentation Title - Thornton Tomasetti Foundation

Symbols of Southwest Native American Jewelry

Dizzy Rascal tourism leaflet soft play centre

2011 - The Couchiching Conservancy

the thornton - MAC Realty Advisors