HR Analytics for PeopleSoft

Transcription

1 Oracle Business Intelligence HR Analytics for PeopleSoft PRESENTED BY: Todd Randolph Director, BI / EPM Practice FEBRUARY 2010

2 Agenda & Objectives OBJECTIVES Provide an overview of the Oracle EPM System Provide an overview of HR Analytics Share insights into how to leverage HR analytics to improve performance Allow time for a question and answer session» Introductions» About Optimum Solutions» Oracle EPM System Overview» Oracle HR Analytics» Demonstration» Roadmap» Q & A Session 2 >> 2010 Optimum Solutions Group, LLC

3 Introduction Optimum s Unique Qualifications 3 >> 2010 Optimum Solutions Group, LLC

4 Optimum Overview SERVICE OFFERINGS Core Competencies: Business Intelligence & Enterprise Performance Mgmt Financial Management Human Capital Management Supply Chain Management Optimum offers the highest level of expertise in Oracle solutions. They combine superior product knowledge with a deep understanding of enterprise business processes and industry best practices. John O Rourke Vice President, Oracle Centers of Excellence: E-Business PeopleSoft Business Intelligence Hyperion & Essbase San Francisco Corporate Headquarters Denver Chicago Eastern Region Headquarters Washington D.C. Industry Leading Methodologies RapidSolutions SM OptimumMETHOD SM Los Angeles Dallas Atlanta 4 >> 2010 Optimum Solutions Group, LLC

5 Selected Clients by Industry COMMUNICATIONS & MEDIA: ENERGY & UTILITIES: FINANCIAL SERVICES: HEALTH & LIFE SCIENCES: AT&T Wireless CNET Gallup The McClatchy Company PacWest Telecomm PRODUCTS: C&S Wholesale Clif Bar Corrugated Services Dolby Emerson Learjet NOW Foods NUMMI Pepsi Bottling Ricoh Tootsie Roll Weyerhaeuser Calpine Cal Water EPRI Kerr-McGee Omaha Public Power PUBLIC SECTOR & HIGHER EDUCATION: Corinthian Colleges City of Lethbridge Foxwoods Ramsey County Sandia National Labs Salt River Pima Maricopa Indian Community SOFTWARE: Ariba Business Objects Electronic Arts EMC Documentum Informatica Interwoven Intuit TIBCO CB Richard Ellis Charles Schwab Chicago Board Options Exchange Fidelity National Financial Fireman s Fund Guarantee Trust PayPal TD Ameritrade Wells Fargo RETAIL: Kohl s Raley s Ross Stores Safeway ShopKo The Sak SERVICES: Expedia KMPG Latham & Watkins LLP Morrison & Foerster LLP Paul Hastings Pomeroy Affymetrix Alcon Labs ChartOne Genentech Humana Premera Blue Cross ResCare The Ottawa Hospital Theravance TriWest Healthcare Wright Medical TECHNOLOGY: ADP DataCard DRS Technologies Expedia Fujitsu Hitachi Logitech NEC Rockwell Scientific Yahoo! World Wide Technology 5 >> 2010 Optimum Solutions Group, LLC

6 Optimum Products / Services Lines of Business: We are pioneers in developing and implementing innovative solutions for the latest Oracle product releases. Many of our customizations have been incorporated into the latest product releases as key delivered functionality enhancements. The relationship our practitioners share with Oracle s Product Strategy Team becomes a direct value to each of our clients when seeking rapid resolution to product issues. E-Business PeopleSoft Business Intelligence Hyperion & Essbase We were the one of the 1 st to successfully implement Oracle E-Business R12. Value Chain Planning We are the preferred Demantra Demand Management implementation partner. We currently leading the very 1 st implementation of the PeopleSoft HCM v9.1 solution and remain the preeminent implementer of PeopleSoft v9.0 solutions. We are a leading implementer of all Oracle BI solutions, including OBI EE and BI Analytic Applications. Selected as one of a few premiere partners to implement the new Project Analytics and HR Analytics release We are a leading implementer of all Oracle EPM solutions, including Hyperion, Hyperion Planning, Hyperion Financial Management and Essbase. We implemented the very 1 st Fusion Edition of HFM. 6 >> 2010 Optimum Solutions Group, LLC

7 A Full Service Partner The following represents a full spectrum of resources we can bring to your strategic initiative: BUSINESS PROCESS EXPERTISE Customer Relationship Mgmt Demand Management Financial Management Human Capital Mgmt Supply Chain Mgmt ORACLE EXPERTISE Platinum Partner Fusion Council Member Member of the E-Business, PeopleSoft, Fusion, Business Intelligence & Fusion Middleware Product Focus Groups OAUG Partner OptimumMETHOD SM & RapidSolutions SM Process-based Orientation Stresses Knowledge Transfer Incorporates Industry Best Practices Thorough User Defined System Testing End User Preparation - Training & Procedures SERVICE PROGRAMS Implementation & Upgrade Assessments ROI Analysis Technical Infrastructure Planning Project JumpStart Capability Business Process Optimization Customized Training TECHNICAL EXPERTISE Planning & Architecture Hardware/Software Assessment & Configurations Custom Development Database Administration & Optimization Interface Development Data Conversion Automation System Performance Tuning Middleware / Integration Our Clients OptimumLABS SM Upgrade & Implementation Lab Support Services Demonstration & Training Environments Testing Facilities OptimumTOOLKIT SM Process Analysis & Design Tools Requirements Database Customization Templates Test Script Library Project Administration Tools INDUSTRY FOCUS Communications & Media Energy Financial Services Health & Life Sciences Higher Education Manufacturing Products Professional Services Retail Software Technology 7 >> 2010 Optimum Solutions Group, LLC

8 OptimumLABS SM Our Labs host robust, state-of-the-art FMS, SCM, HCM, BI and EPM solutions that provide our clients, prospects and project teams a high access, fully developed and secure reference environment. OptimumLABS SM serve multiple purposes:» Lab environments for hosting client project and production installations» Facilities for our OptimumSUPPORT SM Program OptimumLABS SM has become the industry model for delivering robust, flexible, and reliable solutions for IT organizations to meet enterprise-wide goals.» Demonstration & training environments for our Client Education Programs 8 >> 2010 Optimum Solutions Group, LLC

9 Optimum Oracle Business Intelligence As a leading Oracle Business Intelligence Implementation Partner, we are in a unique position to provide you with expertise few possess. We re forging innovative ways of delivering that insight directly to the Oracle Business Intelligence community. Oracle BI Leadership As a member of Oracle s exclusive BI Product Focus Program, our BI Innovation LAB provides the earliest views into Oracle s BI product development, education, technology and solutions, such as Oracle BI EE Plus. 9 >> 2010 Optimum Solutions Group, LLC

10 Oracle EPM System Overview 10 >> 2010 Optimum Solutions Group, LLC

11 Enterprise Performance Management Integrates Transactional, Intelligence, and Financial Systems EPM Workspace Desktop Web Search Office Alerts Mobile Performance Management Applications Strategy Management Business Planning Profitability Management Financial Reporting & Compliance CRM Analytics Sales Marketing Loyalty Service Contact Center Price BI Applications ERP Analytics Projects HR Finance Procurement Supply Chain Business Intelligence Foundation Common Enterprise Information Model Essbase BI Server Predictive Analytics SOA Data Quality Data Relationship Management Fusion Middleware Data Integration Identity Management Content Management Business Process Management OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle PeopleSoft, Siebel, JD Edwards, Custom Apps Files Excel XML Business Process 11 >> 2010 Optimum Solutions Group, LLC

12 Oracle BI Applications Complete, Pre-built, Best Practice Analytics Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector Travel & Trans Sales Projects Service & Contact Center Marketing Procurement & Spend Supply Chain & Order Management Financials Human Resources Pipeline Analysis Service Effectiveness Campaign Effectiveness Direct / Indirect Spend Revenue and Backlog General Ledger Employee Productivity Forecast Accuracy Customer Satisfaction Customer Insight Buyer Productivity Inventory Accounts Receivable Compensation Sales Team Effectiveness Resolution Rates Product Propensity Off Contract Purchases Fulfillment Status Accounts Payable Compliance Reporting Up-sell/ Cross-sell Service Rep Efficiency Loyalty & Attrition Supplier Performance Customer Status Cash Flow Workforce Profile Cycle Times Service Cost Market Basket Analysis Purchase Cycle Time Order Cycle Time Profitability Retention Analysis Lead Conversion Churn & Service Trends Campaign ROI Employee Expenses BOM Analysis Expense Management Return on Human Capital Source adapters: and Other Operational & Analytic Sources Oracle BI Suite Enterprise Edition Plus 12 >> 2010 Optimum Solutions Group, LLC

13 13 >> 2010 Optimum Solutions Group, LLC Oracle HR Analytics

14 Why HR Analytics with a PSFT Upgrade? Typical HR challenges:» No accurate view of workforce profile» Lack of visibility into the effectiveness of HR programs» Poor alignment of talent management strategy with corporate strategy» No standard HR reporting infrastructure» Time wasted gathering data to manage and report Business Intelligence HR Analytics: Integration of HR, Payroll, Benefits, Talent and Financial Information Incorporate multi-source HR analytic data into a single version of the truth Gain real-time insight to better understand and manage your workforce Reduce overall implementation costs through combined project synergies Future upgrade support Meet and exceed current information requirements 14 >> 2010 Optimum Solutions Group, LLC

15 What s new in HR Analytics Recruitment Analytics Vacancy Analysis Recruitment Effectiveness Recruitment Process Efficiency Leave and Absence Absence Trends Absence Calendar Absence History Tracking Learning Management Training Results Learning Offerings Manage Enrollment Enhanced Workforce Functionality Organization Hierarchy Supervisor Hierarchy Other Enhancements 15 >> 2010 Optimum Solutions Group, LLC

16 Key Metrics in HR Analytics HR Performance Revenue per EE Contribution per EE Return on Human Capital EE overtime exp Contracting expenses Operations EE Headcount Continent Headcount Contractor Ratio Employee benefit exp Avg cost per EE Mean Performance Rating Length of Service Absence Duration Headcount % change Diversity metrics Turnover Ratio Span of Control Time in Job Avg Contingent Placement Absence Management Absence Occurrences Notified absence HR Analytics Unnotified Absence Employee Absence Rate Compensation Annual Base Salary Min/Mid/Max Annual Base Salary Comp Ratio Time Since Last Salary Increase (Days) Learning Management Enrollment count Successful completion rate Learning Score Delivered training hours Vacancy Aging Vacancy Rate Vacancy Fill Rate New hire performance New hire separation Time to fill Time to hire Enrollment Wait Time Internal Learner count Top enrollments Longest Enrollment Wait Time Recruiting Management Internal hire ratio External hire ratio Referral hire ratio Requisition open to Application start Application Start to Offer Extended Total Base Comp OT Comp Avg Variable Comp Avg Bonus 16 >> 2010 Optimum Solutions Group, LLC

17 HR Analytics Components 1 Pre-built warehouse with 5 star-schemas designed for analysis and reporting on HR data 3 Pre-mapped metadata, defining real-time access to analytical and operational sources, embedded best practice calculations and metrics for the HCM practitioner Workforce Profile Payroll Absence Recruitment Learning Presentation layer Logical business model Physical sources 2 Pre-built ETL to extract data from over 3,000 operational tables and load it into 4 the DW, sourced from HCM systems, and other sources A best practice library of over 230 prebuilt role-based intelligence dashboards, reports and alerts for HR Managers. Analysts and Business Unit Executives 17 >> 2010 Optimum Solutions Group, LLC

18 HR Analytics Demonstration 18 >> 2010 Optimum Solutions Group, LLC

19 HR Analytics Demonstration» New Features and Dashboard Overview» Guided / Conditional Analytics» Answers 19 >> 2010 Optimum Solutions Group, LLC

20 Optimize, Acquire, Develop Workforce Business Process Optimize Acquire Develop Pay Comply Key Questions What is the current staffing level? Is the current staffing level meeting that of the forecast? What is the recruiting pipeline to meet the workforce plan? How best to recruit the talents in demand? Who are the top performers? What is the performance distribution? Are we paying people competitively? Where best to spend the compensation budget? Do we have a diverse workforce? Are we in compliance with government regulation? Develop an engaged & scalable workforce; Align workforce investment with strategic business objectives 20 >> 2010 Optimum Solutions Group, LLC

21 21 >> 2010 Optimum Solutions Group, LLC Implementation Roadmap

22 Project Approach Project Planning & Analysis Process & System Design / Development Refine Development and Testing Implementation Program / Engagement Management/Feedback Includes finalizing the Involves finalizing the Consists of finalizing the This final phase includes reporting requirements, mapping of data from ETL processes, refining the execution of a detailed formulating the work sources, designing and finalizing the roles and cutover plan, resolution plan, and confirming the information requirements responsibilities, planning of all outstanding system roles and responsibilities and integrating into and executing system and process issues, for both Client and processes based on the integration/user and completion of end- Optimum resources detailed requirements acceptance testing; and user training analysis developing comprehensive training documentation 22 >> 2010 Optimum Solutions Group, LLC

23 HR Rapid Implementation Roadmap Weeks 1-4 Week 5-8 Weeks 9-12 Weeks Technical Architecture Assessment Document Technical Requirements Determine Data Import and Update Process Install Development Environment Business Requirements Document Business Requirements Configure Development Environment Perform Gap Analysis Install Tech Environment & BI Application Build Test Environment Load Data Build Production Environment Build Future State Finalize User Processes Develop Education Develop Test Plan & Scripts Feedback / Next Phase Finalize Information and Process Integration Testing Initial Rollout Program / Engagement Management 23 >> 2010 Optimum Solutions Group, LLC

24 Project Structure: Implementation Executive Sponsors & Steering Committee Project Manager / Advisors Optimum 20% Client 20% BI Architect HR Functional BI Technical / ETL Optimum 100% Client 40% Optimum 100% Client 40% Optimum 100% Client 50% 24 >> 2010 Optimum Solutions Group, LLC

25 Typical Results» Single source of the truth for information» Accelerated reporting cycles» Audit trails and workflow» Users spend less time processing and more time analyzing» Powerful business rules for guiding users to the right data» Integration with multiple source transactions systems» Customizable and Extendable 25 >> 2010 Optimum Solutions Group, LLC

26 Key Success Factors EPM Project Key Success Factors:» Detailed roadmap built from corporate goals and objectives» Project structured as a series of project initiatives that provide wins along the full program» Initiatives solve specific business issues or provide specific business benefit» High Quality data» Strong executive sponsorship» Intense focus on training and education, both functional & technical 26 >> 2010 Optimum Solutions Group, LLC

27 Business Intelligence RapidSolutions SM THE RIGHT SOLUTION. THE RIGHT APPROACH. RIGHT NOW. Optimum s Business Intelligence RapidSolutions SM fixed-price implementation programs deliver fully operational Oracle Business Intelligence solutions and a long-term BI Strategic Roadmap tailored to solve your unique business requirements. Available for: Oracle BI Enterprise Edition Plus» Rapid implementation of the centerpiece of Oracle s robust, scalable Business Intelligence Solution (OBI EE Plus) foundation. Oracle BI Analytic Applications» Rapid implementation of Oracle s robust, scalable BI Solution (OBI EE Plus) foundation and your selected BI Analytic Application. Hyperion Financial Management or Planning & Budgeting» Rapid implementation of Oracle s best-in-class Hyperion Planning product on a robust, scalable Enterprise Performance Management (EPM) foundation. 27 >> 2010 Optimum Solutions Group, LLC

28 Where to Start Functionality Demo A personalized in-depth demonstration of OBI EE Plus, OBI Analytic Apps, and/or Hyperion Planning Duration: ½ day BI Strategic Roadmap A strategic project which reviews current state of all BI components and factors specific to your company to produce a comprehensive BI Roadmap that meets organizational requirements and aligns with corporate objectives Duration: 2-6 weeks BI RapidSolutions SM BI RapidSolutions SM fixed-price implementation programs deliver fully operational Oracle BI solutions and a long-term BI Strategic Roadmap tailored to solve your unique business requirements. Duration: varies 28 >> 2010 Optimum Solutions Group, LLC

29 : World Tour Oracle BI Project Analytics March 18th 1pm EST / 10am PST Hyperion Planning & FDM March 25th 1pm EST / 10am PST The Optimum Oracle World Tour kicked off with a three-part Oracle EPM/BI Applications eseminar Series. These high-impact eseminars will offer customers a first-hand view into the new and enhanced Oracle BI Applications and highlight how organizations can manage and execute with greater business insight and agility. 29 >> 2010 Optimum Solutions Group, LLC

30 30 >> 2010 Optimum Solutions Group, LLC Questions

31 Contact Information "Optimum understood our challenges and helped us implement the right Business Intelligence solution. I would recommend Optimum to anyone looking to implement an Oracle BI solution." Todd Randolph Director, Business Intelligence Practice ext 8067 todd_randolph@optimumsolutions.com T. Ruhlman BI Technical Project Administrator 31 >> 2010 Optimum Solutions Group, LLC

32 32 >> 2010 Optimum Solutions Group, LLC Sample Screen Shots

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37 37 >> 2010 Optimum Solutions Group, LLC Recruitment Analytics

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43 43 >> 2010 Optimum Solutions Group, LLC Learning Management

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46 46 >> 2008 Optimum Solutions Group, LLC Workforce Enhancements

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