2. Deploying Fusion HCM and ERP within Oracle
A case study
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Krithika Bhat, VP Oracle Application Labs
Nayyar Siddiqui, VP Oracle Application Labs
Mike Moran, Senior Director Oracle Application Labs
Sept 29, 2014
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

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4. Agenda 1
Fusion at Oracle - Goals and Strategy Current & End State HCM Cloud Implementation Pilot ERP & HCM Cloud Implementation Benefits and Lessons Learned ERP Cloud Strategy 2 3 4 5 6

5. Fusion at Oracle – Goals and Strategy
Prove out Fusion Applications
Ensure other customers will have a good adoption experience
Continue to run global single systems
Avoid too many interim phases in moving to Fusion Applications
Do not devolve global systems into multiple regional systems
Use Fusion projects to improve Oracle business processes
Foundational changes: Global standard chart of accounts
Process automation: Talent Management

6. Fusion at Oracle – Strategy
Define global standard Chart of Accounts for Oracle
Adopt Fusion Accounting Hub, initially for consolidations
Use representative global business to pilot ERP & HCM Cloud
Adopt HCM Cloud
Adopt ERP Cloud
1st
2nd
3rd
4th
5th

7. Current State – ERP and HCM Systems at Oracle
BigMachines
Taleo Learn &
Recruiting
Oracle R12
HCM & Payroll
Projects
Core Financials
Supply Chain
Ordering Systems
Manufacturing
Service
Installed Base
Oracle Private Cloud
HCM for Oracle: Talent Management
and Workforce Compensation
OFSS: Core HCM, Projects & Financials
Fusion Accounting Hub
OBIEE Global Reporting Warehouse
Hyperion Reporting

8. End State – ERP and HCM Systems at Oracle
Taleo Learn &
Recruiting
Project Execution Management
BigMachines
Oracle Private Cloud
HCM Suite
Financials
Projects Portfolio Management
Customer Hub
Supply Chain and
Manufacturing
Ordering
Sales Compensation
OTBI Reporting
Fusion Accounting Hub
Payroll
Revenue Management
Contracts
Fusion OBIA Corporate Reporting
Hyperion Reporting

9. HCM Cloud

10. HCM Cloud - Current State
Live
Core HCM for large Oracle subsidiary (OFSS)
Talent Management
Fusion Workforce Compensation
Taleo Learn Cloud for multiple business units
Taleo Recruiting Cloud for front end hiring activities
In progress
Fusion core HCM for Oracle
Taleo Recruiting Cloud for Offers and On-boarding

11. HCM Cloud Implementation Approach
Co-existence model with Oracle R12
Incrementally increase Fusion footprint
Uptake net new or stand-alone Fusion functionality initially
Pilot functionality before full global adoption
Get data migrations off critical path
Sync employee data master between Fusion & Oracle R12
Oracle R Fusion – prior to Fusion core HCM go-live
Fusion Oracle R12 – after Fusion core HCM go-live
Oracle Transactional BI (OTBI) & Business Analytics (OBIA) for reporting

12. A Blueprint to Get to HCM Cloud End State

13. January 2012 Oracle R12 HR Analytics Core HR Payroll Time and Labor
Benefits
Time and Labor
Appraisals
Offering/Onboarding
Core HR
Compensation Workbench
HR Analytics
Workforce Intelligence

14. September 2012 Oracle R12 Oracle Private Cloud HR Analytics Core HR
Payroll
Benefits
Time and Labor
Appraisals
Offering/Onboarding
Core HR
Oracle Private Cloud
Employee Data
Talent Management
Compensation Workbench
HR Analytics
Workforce Intelligence

15. December 2013 Oracle Public Cloud Oracle R12 Oracle Private Cloud
Learning and Development
Oracle Public Cloud
Oracle R12
Payroll
Benefits
Time and Labor
Appraisals
Offering/Onboarding
Employee Data
Core HR
Oracle Private Cloud
Employee Data
Talent Management
Compensation Workbench
HR Analytics
Workforce Intelligence
Learn Intelligence

16. Workforce Intelligence
July 2014
Learning and Development
Oracle Public Cloud
Oracle R12
Payroll
Benefits
Time and Labor
Appraisals
Offering/Onboarding
Social Sourcing
Employee Data
Core HR
New Hires
Recruiting
Oracle Private Cloud
Workforce
Compensation
Employee Data
Talent Management
HR Analytics
Workforce Intelligence
Learn Intelligence

17. November 2015 Oracle Public Cloud Oracle R12 Oracle Private Cloud
Learning and Development
Oracle Public Cloud
Oracle R12
Payroll
Benefits
Time and Labor
Appraisals
Social Sourcing
Employee Data
New Hires
Recruiting
Oracle Private Cloud
& on-boarding
Core HR
Workforce
Compensation
Employee Data
Talent Management
HR Analytics
Workforce Intelligence
Compensation Intelligence
Historical Reporting
Recruiting Intelligence
Learn Intelligence

18. HCM Cloud End State Oracle Public Cloud Oracle Private Cloud
Learning and Development
Oracle Public Cloud
Social Sourcing
Employee Data
New Hires
Recruiting
Oracle Private Cloud
& on-boarding
Global Payroll
Workforce Management
Core HR
Workforce
Compensation
Goals and Performance
Talent Management
HR Analytics
Workforce Intelligence
Compensation Intelligence
Historical Reporting
Recruiting Intelligence
Learn Intelligence

19. Oracle Financial Software Systems
An ERP & HCM Cloud Pilot

20. Pilot ERP & HCM Cloud Implementation
Pilot Fusion Implementation with large subsidiary
Oracle Financial Software Systems – formerly iFlex
9,000 employees, 16 business units
$700m revenue
One of the largest IT organizations in India
Migrated from customized PeopleSoft system to Fusion
Live since July 2013

21. OFSS Solution Summary Financials, HCM & Project Accounting on Fusion
Order Management and Service Contracts on R12
Bridge to Fusion for billing and accounting using Oracle Data Integrator
Two way synch of HR data enables global HCM hierarchy, reporting and provisioning
Oracle and OFSS financial consolidation performed in Fusion using Fusion Accounting Hub
Oracle Private Cloud
Oracle R12
Financials
Orders
Order Management
Customer Master
Inventory Master
Support Contracts
Projects
Oracle HR
HCM
HCM
OFSS HR

22. Implementation Approach
A fresh start
Limit customizations
Not migrating history: limited to open GL balances, projects and employees
Start with the end in mind
Solution defined based on Oracle requirements
Avoid later re-work
Single global go live schedule
Not phased by country
Change management
Training and communication plans as well as employee forums

23. Benefits & Lessons Learned

24. Benefits of Approach Incrementally add new functionality
Mitigate risk and business change
Define and prove out the solution before Oracle implementation
Build skills and expertise
Feedback to Development on real user experience
Incrementally add new functionality

25. How Fusion Has Helped Our Business
Reduced the number of steps needed
Reduced close cycle by 1 day
Streamlined Consolidation
Simplified HCM processes for job, assignments & comp
New functionality
Process Efficiency
User access only to data needed
Improved Data Security
Role centric UI
Job specific workbenches
Improved User Experience
Oracle Social network to drive collaboration
iPhone based expense submission
Social and Mobile

26. Lessons Learned Get the big decisions right
Key structures for business units, legal entities, COA, jobs etc.
Review processes for simplification opportunities
Don’t just try to map existing processes to Fusion
Reporting
Deploy OBIA for management reporting
Tuning and scalability options on custom BIP reports
Limit migration scope
Focus on future transactions

27. Lessons Learned
Use Oracle Functional Set-up Manager (FSM) where possible to automate set-ups
Be aware that may not include all attributes that you want to migrate
Breakdown into several FSM projects rather than single project
Roles and security
Use standard roles as far as possible
Training
Make sure teams trained in Fusion technology: Java, ADE etc.

28. ERP Cloud Deployment Approach

29. ERP Cloud Three Step Approach
Phase 1
Core Financials Self Service Functions
Projects
Indirect AP and Procurement Fusion Reporting
Phase 2
License and subscription ordering systems
Receivables
Phase 3
Hardware ordering systems
Supply chain
Direct AP and Procurement

30. Overview of Phase 1 Projects on Fusion
Retain single billing application with all Receivables on Oracle R12
Employee Self-service Functions on Fusion
Split Procurement and Payables flows across Fusion and Oracle R12
General Ledger on Fusion and Oracle R12
Cash Management and Inter-company needed on both Fusion and Oracle R12
Fixed Assets on Fusion

31. ERP Cloud Phase 1 Architecture
Oracle Private Cloud
Oracle R12
HCM:
▪ Core HCM
▪ Compensation
▪ Talent Management
▪ Skills
Core Financials:
▪ Assets
▪ Expenses
▪ Payables - Indirect
▪ Procurement - Indirect
▪ Cash
▪ Inter-Co
Projects Suite:
▪ Costing
▪ Billing
▪ Resource Management
▪ Forecasting
Supplier,
Customer,
Key Set-up
HCM: Appraisals, Payroll & OTL
Supply Chain & Manufacturing
Procurement - Direct
PA Invoices
Accounts Payable - Direct
Quoting, Contracts and Fulfillment
Fusion Customer Hub
General Ledger:
▪ Consolidated primary
ledger
▪ Stat ledgers
Revenue
Entries
Service Contracts and Installed Base
Fusion Accounting Hub
Revenue Management
Inter-Co (for hardware)
GL Balance
Transfer
Contract Imaging
Accounts Receivables
Rebate Management
Global Corporate Warehouse – Fusion OBIA
Property Manager
Finance
Supply Chain
Sales Compensation
Blended Fusion /
R12 data
R12 data
Projects
Manufacturing
General Ledger

32. Why This Approach? Reduced Risk Through Phased Approach
Leverages Product That is Available Today
Ensures Revenue and Billing Functions Not Impacted
Single Source of Truth for Receivables
Minimizes Impact to the Close

33. Challenges With This Approach
Accounts Payable is split across Oracle R12 and Fusion
General Ledger consolidation from Oracle R12 to Fusion with operations split across separate ledgers and separate ‘Chart Of Accounts’
Reporting solution must provide complete management and operational reporting
Need to maintain a single source of truth for customers
Need to maintain a single source of truth for suppliers
Projects Invoices must be ‘bridged’ to Oracle R12 Receivables
Closer co-ordination of close needed as operations split across systems

34. Addressing the Challenges
Manage as a program and break down into manageable sub-projects
Migrations
Statutory ledgers and sequencing
Sub-ledger close and the impact to the close process
Intercompany reconciliations
Flow by module
Customizations and localizations
Key functionality gaps
Source of truth for customers, suppliers and synchronization
Reporting including blended reporting with Oracle R12

35. Best Practices Disposition customizations and localizations
Scrub supplier list
Map standard functionality to processes
Understand in detail impact of close processes
Identify areas to automate
Review statutory ledger health
Review processes and simplify
Identify areas of migration
Ensure R12 projects can be leveraged in the end state
Review “Chart of Account” segment structure
Partner with business contacts; divide and conquer approach
Review applications that will still be on R12

36. What is the Current Project Status?
Completed workshop with business partners covering 40+ sub projects
Each sub-project has ‘next steps’ identified
Build / test phase on Release 9 will start in October
First Conference Room Pilot is in planning phase
A reporting requirements workshop will be held in November

37. Q&A