IMPLEMENTATION BEST PRACTICES Sep 22.pdf

oracle best practices

1. ImplementationBestPractices
MaheshTiwari
SeniorCustomerSuccess Manager-Implementation
July27,2022

2. SafeHarborStatement
Thefollowingisintendedtooutlineourgeneralproductdirection.Itisintended
forinformationpurposesonly,andmaynotbeincorporatedintoanycontract.It
isnotacommitmenttodeliveranymaterial,code,orfunctionality,andshould
notbereliedupon inmakingpurchasingdecisions.Thedevelopment,release,
andtimingofanyfeaturesorfunctionalitydescribedforOracle’sproducts
remainsatthesolediscretionofOracle.

3. Copyright©2021,Oracle and/oritsaffiliates3
MaheshTiwari
SeniorCustomerSuccessManager–
Implementation
19+yearsofexperienceinConsulting,Implementation, Project
Management,e-commerce,FutureofWork,SmartHR4.0,Workplace
2025,CHRO’sExitStrategy–ReturntoWork,Employee Experience
Platforms,OracleAlliance,Business Development,HCMAdvisory
andCustomerSuccess
[email protected]

4. Copyright © 2021, Oracle and/or its affiliates4
Driving your Cloud journey
Customer Success Services
One Oracle
YOU
CUSTOMER
SUCCESS
Onboarding
Implementation
Go Live
Adoption
I want to find
out more about
my journey with
Oracle
How should I
define my KPIs
and measure
my success?
I am looking to
engage the right
resources for
the implementation
Am I making
progress with
my KPIs?
I want to take
advantage
of the latest
innovations
How can
I maximize
my business
value?
I want to be
ahead of the
competition
Onboarding
meeting
with CSM
CSM creates
a Success
Plan
CSM and Implementation
Serviceshelp you manage
the readiness and health of
the implementation
CSM conducts
a Business
Review
CSM advises
you onquarterly
updates
CSM conducts a
Value Adoption
Assessment
Jointly
present at
events
More  More  More  More 

5. PlanningYourSuccess
•Accessmaterialsfor
onboarding,
implementation,go-live,
andadoption.
•Access
CloudCustomerConnect
•Oracle’spremieronline
cloudcommunity,
specificallydesignedto
promotepeer-to-peer
collaboration,sharingof
bestpractices,andmore.
•Access
5 Copyright© 2021,Oracleand/oritsaffiliates
OracleUniversityLearningPath&CloudCustomerConnect

6. Agenda
TypicalCloudProjectImplementationLifecycle
Stages/ Milestones
AlignProjectMilestoneswiththeImplementation
BestPractices
HighImpactImplementationBest Practicesfor
Cloud
CloudProjectChallenges&KeySuccessCriteria
Q&A
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved

7. UnderstandingtheCloudProjectImplementationLifecycles
Stages/Milestones
Applicableforalltypeofcloudprojectsinscope(SaaS,PaaS,OCI)
Plan&
Design
Configure
&Build
Validate
&Test
Transition
&GoLive
Sustain
&Realize
Analyze &
Prepare
Focusoncloudon-boarding,preparation,
readiness,orientation,analysisforcustom
developmentwork,ifany(PaaS/OCI)
whichwillbeaninputtocompletethe
detail planning
Majorprojectplanningactivities
includingarchitecture&solution design
arecarriedoutatthisstage.The project
deliveryapproachissetbased onthe
scope ofwork withphases/releases.
Theoverallsolutionisdeveloped
configuredand build bothfunctional
andtechnicalincludingcustom
development(PaaS/OCI),extensions,
integration,securityetc…
PerformcomprehensiveUATtestingforallthe
components ofthesolutionthis includesunit,
performance,security,accessand endtoend
testingandmore.
Transitioningtocloudproduction
environmentsby configurationsetupand
customdevelopment(PaaS/OCI)transferand
datamigration
Focuson postgolivesupport,
maintenance,updates,enhancements
onthesolutionandadoption
assessmentstorealizethebenefits
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved7

8. OracleCloud–ImplementationBestPractices
Plan&Design Configure&Build Validate&Test
Transition&Go
Live
Sustain&
Realize
Analyze&Prepare
ProjectManagement&Governance
ProjectArtifacts,Deliverables&Milestones
HighImpact
Implementatio
nBest
Practices
CloudProvisioning &
Environments
Management
CloudSecurity,
Identity&User
Management
DataManagement
&
Data MigrationPlan
Organizational
ChangeManagement
inCloudProjects
ProjectManagement
Plan& Delivery
Approach
CloudRisk
Management
Implementation
Approachfor Cloud
SolutionsinScope
ContinuousTesting
Strategy&Plan
SustainmentPlan&
AdoptionStrategy
Training&
KnowledgeTransfer
Strategy&Plan
Aligning Business
Goals& Project
Objectives
ExperiencedOracle
CloudSkillsResources
&RACIMatrix
ProjectGovernance
Workingeffectively
with MyOracle
Support(MOS)
EmbracingCloud
World–KeyAdmin(s)
(MyServices)
PaaS
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved8
OCISaaS

9. OracleCloud–ImplementationBestPractices
Plan&Design Configure&Build Validate&Test
Transition&Go
Live
Sustain&
Realize
Analyze&Prepare
ProjectManagement&Governance
ProjectArtifacts,Deliverables&Milestones
PaaSSaaS OCI
* *
*
ERPM SCM HCM
CX
IntegrationAnalyticsSecurity
Autonomous
Database
Application
Development
HighImpact
Implementatio
nBest
Practices
CloudProvisioning &
Environments
Management
CloudSecurity,
Identity&User
Management
DataManagement
&
Data MigrationPlan
Organizational
ChangeManagement
inCloudProjects
ProjectManagement
Plan& Delivery
Approach
CloudRisk
Management
Implementation
Approachfor Cloud
SolutionsinScope
ContinuousTesting
Strategy&Plan
SustainmentPlan&
AdoptionStrategy
Training&
KnowledgeTransfer
Strategy&Plan
Aligning Business
Goals& Project
Objectives
ExperiencedOracle
CloudSkillsResources
&RACIMatrix
ProjectGovernance
Workingeffectively
with MyOracle
Support(MOS)
EmbracingCloud
World–KeyAdmin(s)
(MyServices)
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved9

10. Reminder:SaaSPlatformsAREDifferentThanOn-Premises
Customer
owned
upgradesand
patching
Datacentreand
hardwarecosts
including
disaster
recovery
Outdated
software
resultingin
missedbusiness
benefit
Costly
Customisations
createdand
maintained
Retentionof
Own/IT
subcontractstaff
required
Managingown
network,security
andaccess
CAPEXupfront
investment
AnnualSupport
Costs
On-PremisesApplications
Standard
securityand
access
Anywhere/
whenever
OracleCloud
Embedded ModernBest
PracticeProcesses
Renta
Service/pay
subscriptions
BusinessSuper
Users/
Changingrole
oftheIT
department
CloudApplications
Nobigbang
upgradesbut
regular incremental releases
8 Copyright©2020,Oracleand/oritsaffiliates.

11. OracleCloud
Smallprojectteamswith
parttimeBusiness
Processconsultantsand
Offshore/Onshoremix
Rapidtimeto
Value. Average
timetovalue
12-18weeks.
Notestingbuta
(short)confirmation
ofwhathasbeen
configured
Re-usable pre-
configuredbuildand
acceleratortools.
Incremental
approachto
adoption
Adopt
Modern
Best
Practice
processes
Cloud=Solution-drivenapproach
Hence,ApplicationAdoptionMustBeApproachedDifferently
Designed for
customerspecific
legacybusiness
processes
Custombuild
with
extensive
documentati
on
Significant
Change
Management
Effort
Averagetimeto
value12-18
months
‘BigBang’
Approachto
training&User
Adoption
Fullcyclesof
applicationand
performance testing
On-Premises=Requirement-drivenapproach
Copyright©2020,Oracle and/oritsaffiliates.
9
LargeOnsite
ProjectTeam
Requirements driven/
waterfall

12. Leveragesemerging
technologies:IoT,AI,ML,
Social,Blockchain,Mobile,
Analytics
End-to-endacrossthe
organization businessareas
andindustries
Articulateshowtoexecutein
ordertoachieveradically
superiorresultsbylineof
business
Next-generationdigital
businessprocesses
supportedbystrategies,and
thought leadershipto guide
digitaltransformation/
modernbusiness
Todrivesolution-drivenimplementationapproach
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved
WhatAreModernBestPractices?
ModernBestPracticesProcessModelsHomepage(DocID1542019.1)

13. GuidingPrinciples
KeysuccessfactorsofSaaSprojects
1.Focusonbestpracticesforbusinessprocesses
byadoptingasolution-drivenapproach.
2.Nocustomizations.Stayclosetothestandard
product.
3.Practiceiterativeand incrementaloptimization
toenrichthesolution.
4.Enablerapidtime-to-valuebyleveraging
configurationguidedquestionnaires.
5.Adopt“showandtell”insteadof“askanddo”
approachduringtheCRPsorconfiguration
validationworkshops.
Copyright©2020,Oracle and/oritsaffiliates.
15

14. RapidTimetoValue
4Dataisuploaded,
trainingperformed,
andthesystem
goesLIVE.
1Customerisintroducedto
theproductfunctionalityand
askedtoprovideinformation
throughquestionnaires.
Partnerperformsinitialconfiguration
basedoncustomerinput.
2
Standardprocessesare
explainedandconfiguration
adjustediterativelyin
facilitatedworkshops.
3
Copyright©2020,Oracleand/oritsaffiliates.19

15. IoT
22Copyright©2020,Oracleand/oritsaffiliates.
Blockchain
Machine
Learning
AI
ERP/EPM
Financials
Projectportfolio
management
Procurement
Riskmanagement
Planning
Financialclose
Narrativereporting
HCM
GlobalHR
Talentmanagement
Workforcerewards
Workforcemanagement
SCM
Supplychainplanning
Manufacturing
Ordermanagement
Productlifecyclemanagement
Procurement
Supplychaincollaborationand
visibility
Maintenance
Logistics
Inventory
CX
Marketing
Sales
Configure,price,andquote
Commerce
Service
MBP:HelpingtheAdoptionofEmerging
Technology

16. DrivingConfigurationby MappingModernBestPractices
withFunctionalSetupManagerTasks
45Copyright©2020,Oracleand/oritsaffiliates.
MBP FSMTasks ConfigurationGatheringQuestions

17. OracleModernBestPractices:Books
TheoriginalbookonOracleModern
BestPracticeisnowinit’sthirdedition
andisavailableat
https://go.oracle.com/LP=2911
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved
Anewbookwithourvisionfor
processesinthefutureisavailableat
https://www.oracle.com/oracle-mbp-
predicted- ebook

18. SampleBestPracticesPredicted:Recruitingand
Onboarding
Wepredictsourcing,screeningandselectionprocessingwillbestreamlinedsothatthesystemgenerateshigh-qualityrecommendationsforjobrequisitions.
—67%hadabove-averageorganicrevenuegrowth.70% hadabove-averagetotalreturntoshareholders(TRS). 74%hadabove-averagenetenterprisevalueorNEV.
(Source:McKinsey,https://www.mckinsey.com
).
Today:fromResumeScreening
Mobile•Analytics•Social•BigData•AI/ML
DetermineWorkforceNeed
Leverageworkforcemodelingand
predictivealgorithms toidentify
resourceandbudgetneeds.
Understandtalentsupply/demand
tomitigatefutureshortagesdue
toretirements,marketexpansions
orhighturnoverratios.Createnew
workforceplansandsubmitto
�nanceteamforapproval.Authorize
jobrequisitions.
DriveCandidateEngagement
Managecorporatebrandacross
website/socialmediaforcohesive
messaging.Include digitalassistantfor
candidateinteractions.Present
relevantcontenttocandidates(e.g.
articles,events)andrecommendations
topersonalize theexperience.
Predicted:to Best-FitCandidates
AlignCandidateSourcing
withWorkforceNeeds
Automateworkforceplanningtodeterminecurrent
andfutureresourceandbudgetneeds.Drive
externalandinternalcandidateengagementper
approvedplanandreviewanauto-generatedlistof
potentialprospects.
ManageSourcing
Findcandidatesto�llcurrentneedsbut
SelectTop
Prospects
Intelligence-drivenrecommendationstoreskill
existingtalentforinternalmobility,tohirenew talent,
ortooutsourcetalent.Automatetopprospect
selections,determinelikelihoodofsuccess,and
o�ergeneration.
Onboard
BestCandidate
Onboardcandidate(s),generatebene�tpackages,
deliverrequiredequipment,providetargetedcareer
learningplanopportunitiesfornowandforthefuture,
andcreatetalentpro�le(s).
IntelligentScreening
Identifytopprospectsviamulti-tiered
alsothosewithpotentialtomeetfuture automatedscreeningand assessment
needsbysourcingfromsocialmedia, ptooortlsa.lReviewrecommended
OnboardNewHires
knowledgerequirementsand
learningplans.
SelectCandidateandGenerateO�er
Determinebest-�tcandidate,analyze Automatethecompletion ofon
o�erinsights(e.g. likelihoodtoaccept),boardingtaskswithnewhire
andcollaborativelymanagesalary anddashboards.Managebene� ts,
referrals,jobboards,agencies,orinternalcandidateresumes,conduct details withtheCompensation
talentpro�lesandsuccessionpipelines.interviewsandperformbackground department.Obtainrequiredapproval
checks. andelectronicallydelivero�erpackage.
Cloud•Mobile•Analytics•Social•IoT•BigData•AI/ML•Blockchain•AR/VR
OracleModernBestPractice— Predicted
1
8

19. AlignCloudProjectMilestoneswiththeHighImpactImplementation
BestPracticesasfoundationforSuccessfulGo-Live
Configure&Build Validate&Test
Transition&Go
Live
Sustain&
Realize
Analyze&Prepare Plan&Design
Integration Time
Scope
Cost
Quality
Commun-
ication
Resources
/(People)
Stake-
holders
Risk
Project
Mgmt.
CloudProvisioning &
Environments
Management
CloudSecurity,
Identity&User
Management
DataManagement
&
DataMigrationPlan
Organizational
ChangeManagement
inCloudProjects
ProjectManagement
Plan &Delivery
Approach
CloudRisk
Management
Implementation
ApproachforCloud
SolutionsinScope
Continuous Testing
Strategy&Plan
SustainmentPlan&
AdoptionStrategy
Training &
KnowledgeTransfer
Strategy&Plan
AligningBusiness
Goals& Project
Objectives
HighImpactImplementationBestPracticesCategories
ExperiencedOracle
CloudSkillsResources
&RACIMatrix
ProjectGovernance
Workingeffectively
with MyOracle
Support(MOS)
EmbracingCloud
World–KeyAdmin(s)
(MyServices)
19Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved
Procure-
ment
Augmentingthecore
ProjectManagement
withHighImpact
CloudImplementation
BestPractices)
CoreProjectManagement
FrameworkProcesses

20. CloudProjectManager’sResponsibility
Imperativeforimplementationsuccessinlight ofcustomeradvocacyandrenewals
6 Copyright©2020,Oracleand/oritsaffiliates.
•Overseecloudenvironmentsand
performinstancemanagement.
•Communicateprojectstatustoall
stakeholders(client,management,
projectteam).
•Drivedecision-makingtolowest
possiblelevel.
•Engagestakeholderseffectively.
•Encourageandsupportescalations.
•Enforceeffectivechangecontrol.
•Mentorprojectmembers.
•Promotegoodworking
relationships.
•Managemargins.
•Obtaincustomerreferencesand
successstories.
•Takefullresponsibilityand
accountabilityforthecloudproject.
•Applylessonslearnedfromrecent
cloudprojects.
•Defineprojectrolesand
responsibilities.
•Leadtheprojectstart-upactivities.
•Managethesales- to-delivery
transition.
•Performprojecttracking.
•AdoptCloudProjectManagement
bestpractices,tools,accelerators.
•Manageprojectprioritiesbasedon
businessobjectivesandKPIs.
•Performcloudriskmanagement.
•Facilitatecustomerorganizational
changemanagement.

21. ProjectManagementPlan&DeliveryApproach
•Kick-offmeetinglayingoutthefoundation
and settingtheexpectationsforchangein
thecurrentprocesses
(Customer/Partner/Oracle).
•Scheduleweekly/monthly/SteercoMeeting
toavoidmisalignmentsbetweentheProject
Team&Sponsor.
•ProjectManagertodrivetheproject/team
andstakeholdersandkeepaligningonoverall
BusinessObjectives.
•Onboardhighperformingteamwithcloud
skillstokeepaSolutionDrivenapproach,
realisticScopeandprojectwithinBudget.
Projectplanwith:
ProjectScopeAlignment
Implementation approach(SolutionDriven)
IntegratedwithEnv.Mgmt.plan
Milestones&properamountoftimetocompleteall
tasks
Risks/Issues
OracleCloudDependencies
Certifiedimplementationresources
20 Copyright©2022,Oracle and/oritsaffiliates
TheProjectManagementPlanis
thesinglemostimportantwork
productproducedbytheProject
Manager
ProjectCharter/Vision
ScopeManagement
TimeManagement
BudgetManagement
QualityManagement
ResourceManagement
CommunicationsManagement
RiskManagement
ProcurementManagement
StakeholderManagement
• Note:Thecombinedprojectmanagementteam(OraclePartnerandcustomer)createstheProjectManagementPlan(PMP). ThePMPdefineshowtheprojectwillbemanagedandcontrolledalignmentwithHigh
Impactknowledgeareas.ThestartingpointofthePMPisthevision,businessdriversanddesiredoutcomesascapturedintheCustomerSuccessStatement.ThePMPdefinestheapproachthecombinedprojectteam
takestodeliverthesedesiredoutcomes.

22. •YourCadenceMonth(e.g.Feb-May-Aug-Nov)
•FirstFriday(NonProd)and3 rdFriday(Prod)
•BlackoutPeriod–Doesitimpactyour
planning?
•ConcurrentPatching
•Opt-in–Monthlyorexceptionalpatchingtill
golive
1. EmbracingtheCloud–KeyAdmin(s)RoleandleveragingMy
Services
•KeyRoles:
•CloudAdmin(FirstWelcomeemail)
•MyServicesAdmin(Monitoring/owner)
•ApplicationLevelAdmin(POD)
•MyOracleSupport(MOS)Admin
•Orient/onboardprojectteamonthe
CloudConsulrole,CloudAdmin,My
servicesPortal
•AssignBackupforPrimaryAdmin(incl.
Notificationrecipient)
•Mappingroles&Responsibilityofcurrent
ResourcesinfutureCloudworld
•DBA/Security/ApplicationAdmin/Others
•SelfService–ProvisioningofPODs,
Refresh/Cloning;ConcurrentPatching,
MonitoringServices
•UnderstandingQuarterlyPatchingUpdate
Learnmore:BelowareURLforShortVideos
1)SelfServiceProvisioning
2)GuidedJourneytoOracleCloud
3)GuidedJourneytoServiceAdministrator
4)OracleApplicationsCloud–InformationCenterfor
Administrators:DocID110.2
Service- Administrator-Action-List.pdf(oracle.com)
P C T G SA
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved
22

23. Cloud–KeyAdmin(s)Role
ManageAccount:
*Doyouhaveabackup?
*ActivatenewCloud
account
*ModifyotherAcctAdmins
*Administer/Monitor
allCloudServices
ACCOUNT
ADMINISTRATO
R
cloud.oracle.com&
support.oracle.com
SERVICE/SYSTEM
ADMINISTRATOR
ManageService
Operations:
*ConfigureServices
*Monitor utilization
*Monitoroverthelimit
usage
*Scheduleuser
notifications
*CoordinatePatchingand
Updates
*Mana
cl
g
o
e
ud
M
.or
O
ac
S
le
f
.c
o
o
r
m
S
&
Rand
Know
sle
upd
pg
oe
rt.r
oe
ras
ce
lea
.cr
oc
mh
CustomerUser
Administration(CUA)
MOS:
*Firstcontacttosigninto
support.oracle.com (MOS)
withCSIbecomesthe
administrator.
*AdmintoMOS,
managing
SupportIdentifier(SI)
*Doyouhaveabackup?
MOS
(MyOracleSupport)&
support.oracle.com
UserCommunity:
*Assignnotificationstokey
userstobeautomatically
notifiedforsystem
patches,
updatesandmaintenance.
*i.e.YourOracleCSM,
Controller,Accounting
otherCriticalusers
CriticalUsers
(Notifications)
SysAdmin>cloud.oracle.com
>Notifications
LearnMore:Overviewof
Account Administrator
Tasks
LearnMore:Overviewof
ServiceAdministrator
Tasks
LearnMore:Oracle
SupportLevel1
Accreditation

24. Cloud–KeyAdmin(s)Role
UserAccounts
(A)
Oracle.com
MOS:support.oracle.com,
MyAccount
(B)MyServices, Domain Admin
Fusion–production
Fusion–test/development
(C)CustomerConnect
NOTE:foraccounts needingan Administrator –can
beadifferentpersonforeachorallthesame.
MultipleservicescanbeassociatedwithasingleID
Domain–SeeWelcomeEmails
Service
AdministratorActionList
Cloud.oracle.com
CloudPortal
Support.oracle.com
MyOracleSupport
CustomerConnect
AccountAdmin
Services Admin
ThreeKeyRolestoAdministeryourSolution
(A)SharedAccountCredentials
Oracle.com
(B)SharedAccount
Credentials
(C)Unique
AccountCredentials
(2)AccountAdmin :
Monitorcloudservices
acrossdatacenters
Identity
DomainAdmin
ERP:Production
UniqueAccountCredentials
ERP:Test
UniqueAccountCredentials
IdentityDomain
Ex:cust-test
(3)
MyServices:
Perform
administrativetasks
for individualservices
OracleCloudServices
Test Environment
ProductionEnvironment
IdentityDomain
Ex:cust-prod
(1)Customer
User
Administrator(CUA)
managesaccesstoMOS
AdminRoles
(1)CustomerUserAdministrator
(2)AccountAdministrator
(3)ServiceAdministrator

25. •BusinessImpact&Milestonedetailskeyfor
quickerturn-around&visibility
•Esclationistomakemilestonevisible
•ManagerLevel(L1)
•DirectorLevel(L2)
•OracleISP/ISL/Othermeans
•LeveragingMOS
•WhentoraiseSRvsKnowledgeBase
•HowToQue-SRs?
•DefectvsEnhancementRequest
•Cloudappvson-premisemindset
•Fit-GapERorworkaroundviaReport/Process
•ExploreandutilizedIdeaLab(CloudCustomer
connect)
•ProcessofIdeaLabProdDevVoting
/CommunityHelpProdDevtoprioritize
•SeverityofSRandhowitimpactsyou?
•OnProductissuecommunicatewithOraclevia
SRonly
2. WorkingeffectivelywithMyOracleSupport(MOS)
Learnmore:URL
1)Portal:https://support.oracle.com
2)CustomerCloudConnect
3)ReviewOracleSoftwareasaServiceSupportPoliciesfor
informationonTechnicalContacts
4)AttendCloudSupportWebcast:EssentialsWebcast:
OracleCloudSupport(DocID1555872.1)
5)HowtoEscalateaSR?MOSDocument-DocID199389.1
6)MyOracleSupportResourceCenter:DocID873313.1
P C T G SA
15Copyright©2021,Oracle and/oritsaffiliates.Allrightsreserved

26. EscalationProcess – RequestManagementAttention onanSR
•Acustomercan engageSupportManagementonanySR
•Communicateimportantbusiness issuestosupportmanagement
•You’veencounteredacriticalshowstoppertotheimplementation
•Discussdissatisfactionwiththeresolutionorresponse toaspecificSR
•
•
Callthe SupportHotline(HaveyourSupportIdentifier(CSI) &SR#)
Engagementisacollaborativeprocessandyields
12Copyright©2021,Oracleand/oritsaffiliates v1.1
•Managementcontact withinapprox.30minutes(~95%compliance)
•ActionPlan
•CommunicationPlan
•Select severitybasedon thecorrectmilestone dates with
projectmilestonewith businessjustification
LearnMore:
•Request
ManagementAttention(MOS)-(DocID199389.1)
•EngagingwithOracleB2CandFieldService(DocID 2543)

27. 3. AligningBusinessGoals&ProjectObjectives
StrategicAlignmentBetweenBusinessandIT
DrivingStrategy intheContextofCloud
Business
Prioritie
s
Improvement
Opportunities
Business
Needs
ITGoals&
Standards
ITImprovement
Oppiortunities
CurrentServices,
Costs&Risks
Alignment
BUSINESSPERSPECTIVE
ITPERSPECTIVE
SolutionCosts
&Training
Unmet
Needs
CloudSolution
Gaps
PotentialBusiness
Value
LinkProjectObjectivestoBusinessGoalsandKPIs!
Example:
…IncreasecustomerssatisfactionwiththeServicesisaBusinessGoal.
…Shortenthecycletimesforcustomercomplaintmanagementby20%isaprojectobjective!
17Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved
Business Context and Business Drivers

28. PainPoints by HCMPersona
Persona Values Tactical&Consequential Pains TopicofInterests
HRDirector
PersonnelDir
CHRO
ChiefTalent Officer •Compliance
•KeepLightson
•WorkforceStrategy
•Leaderpipeline •Line of sight on supervisors
limitedviewoftalent
•Knowledgeexodus
•Limited capability to execute
complexprojects
•Highperformersoverlooked
•Onesourceoftruth
•Standardization
•Transparency
•Decisionsupport
•Disparate systems
PillarLeads;
ChiefOf:
Talent Acquisition
EmployeeDev
Learning•Attractthebest
•Developthebest
•Retainthebest
•Compliance
•Pillarfocused
•Siloedreporting
•Resourcechallenged
•Notbestpractice
•Decisions are slow and
unreliable
•Manualworkaroundsadd risk
•Hard-to-filljobs
•Socialrecruiting
•Collaborationtools
•Cross-pillarintelligence
•ML Powered
Recommendations
DirectorofIT
CIO
HRITManager ForLOBApps
•Security
•Service
•Stability
•Simplicity
•Toomanyvendors
•Complexity
•Customization
•Costs increase & performance
slows
•Losescompetitiveadvantages
•Opensystems
•Upgradecosts
•#ofcustomizations
•Integrationwoes
•Vendorrelations
•AI/MLPlatform
•Blockchain, IOT, AR/ VR

29. Business
Function
Marginal Stable BestPractice Transformational
Processdefinition andKPIs
lackingorinconsistent,multiple
systems withlimitedintegration,
gapsinautomation,multipledata
masters
Cross-functionalprocessesand
KPIsconsistentlydefinedand
measured,integratedsystems
anddata,averageperformance
Valuechainintegratedtocritical
customersandsuppliers,
performanceequalto orbetter
thancompetitors,proactive
countermeasures
Collaborativeprocesses
redefining thestandardacross
industries
Recruitment
Notuserfriendly;need forflexibilitytoadopttonewprocessflowwithoutcustomization;ageoftheCVisnotknown;No
Embeddedanalyticsanddatabasesearchispainful;nomobilityappforcandidateandrecruiters;poorcandidate
engagement
Talent
Nocloud,nomobile,noanalytics;aspirationmgmt.notlinkedtoIJP,learning;dataisstillpulledoutfromexcelsheetfor
IDP;skilldatabase,learningprogram,timesheet,resultsutilizationdatanotintegrated;attritionanalyticsisbasic;Key
talentprogrammanagedmanually,onlydataentryinsystem;nocareer andsuccessionplanninginplaceforemployees
beyondkeytalentprogram
Learning&
Competency
Mobilityapplicationforalllearningfunctionalityisabsent;sociallearning,gamificationandlearninganalyticsmissing;
successionlinkingwithcompetenciesandtrackingofendtoendlinkageisbigchallenge; endtoendcompetency
managementneedtobelinkedwithlearning;needforcomprehensivelearningdashboard;needtoidentifylearning
effectiveness;multilingualsupportisrequired
SamplePainPoints:ToEnablebestpractices acrossHRprocesses by addressing
thegapsidentifiedusingmodernOracleHCM cloudsolution
CurrentTarget

30. Business
Function
Marginal Stable BestPractice Transformational
Compensation
Needsingledashboardandtotalizationtool;predictiveanalytics/attritionanalyticsdoneinexcel,heremodernHCM
platformrequired;compensationrevision&budgetingisa6monthlongprocesswhichismanual;compbudgetingisin
excels(replacementcost);talentpyramidisinexcel,canbeautomated;longleadtime(1month)forcustomletter
generationCR’s
VariablePay&
Incentive
Hugetime(4-5months)inmakingapolicychangeeffectiveinsystem;salesIncentiveispartiallyautomated;wellness&
variablepayportalsexistbutproblemexistforintegration;needforoneintegratedsystem;slice&dicereportingon%
incentivespaidneeded
SharedServices
MuchbetterlookingfrontendisrequiredascurrentlyopeningupHRIStopotentialemployees;hugecustomizationsin
EBSleadingtotransactionandbusinessintegrityissues;deputation&secondmentisnotnativelybuilt&shouldbe
integratedinonesystem;exitprocessisstillunderWIPwithITteam;difficulttotracechanges/traceability issues;poor
userinterface;currentsystemmissingonmobility&socialconnect;nooperationalanalytics;transferprocessnot
managedinsystem
Analytics
InternalBItoolisnotuserfriendlyandnotisnotintuitive;predictiveandsentimentanalysisforattritionisneeded;
currentsystemisnotcapableofadvancedanalyticse.g.isthereabiasingenderpay,hiringbias,performancebiasetc.;
SamplePainPoints:Toenablebest practices acrossHRprocessesbyaddressing
thegapsidentifiedusingmodernOracleHCMcloudsolution(2/2)
CurrentTarget

31. SuccessPlan–Sample
31
Vision
Business Outcome
Goals
Strategies
Measurements
Enable a seamless and consistent associate experience for our current and future
needs.
Supportingandenablingtheintegrityofmanagementdecision-makingthroughthe
implementationofasingleversionofthetruth.
Providinga single, reliable system
underpinned by Oracle HCM core solution
with integrated analytics Replacing existing systems with a
technologically advanced Cloud based Human
Resource and Talent Management solution
Predict Worker and
Team Performance
Workforce
Management
Create an employee
experience that is interactive,
media- rich and easy to
navigate. Optimise use of all
delivered reporting and
analysis tools
Employee
Engagement Level
(%)
# of Hours Spent by
Managers on HR
Management tasks for
Direct Reports per
Employee
Use of Journeys
deployed (%)
# Standard reports/analysis
adopted + # of OTBI
reports/analysis in use
Baseline measure 1 Baseline measure 2 Zero Zero
Baseline
(as of [date])

32. FACTORS IMPR%10%FLS
5%Mgr
75%
6
Reduce
Replacement
Cost
2
ReduceTimeto
OnboardOnboarding
100%3
ReduceSalary
Overpaymentby
LiveTracking
Time&
Attendance
AttritionRate
TimeTo
Onboard
Salary
Overpayment
Cost
FACTORS IMPR%10%5
Reduce
Recruitment
Cost
Effort
IMPR%
10%4
Reduce Recruitment
Cost
Social
Sourcing
FACTORS METRIC IMPACT% Outcome
Recruitment
DirectBenefit
Opp.
Cost
SomeKPIsthatmattertoHRdepartments
75%1Delegate
responsibility
Productivity
MonitorHR
Execution
EnabledZoneforHRpolicyexecution
PromoteEmpSelfService&MgrSelfService
DataDrivenapproachenabledbymobile
interface
ReduceddependencyonRecruitingAgency
DeliveredIntegrationonLinkedIn&Facebook
withORCusingChatbot
Therecruitmentcycleisnow10daysas
comparedtoprevious30days.
Attritiontodrop duetobetterEmployee
engagementandTalentManagementinitiatives
action;
Onboardingtimereduced from4daysto1day
Dailytrackingofattendance;Redflagsfor
abscondingemployees;Systemtriggerstofreeze
payrollfortheconcernedemployeeuntilfurther

33. BusinessValueIdentification
OracleHCMCloudBenefitValueIdentification
(+)ImprovedEmployeeandManager
Productivity&Engagement
↓10%ReductioninTimeSpentbyManagers
onPerformanceManagement,JobRequisition
andInterviewActivities
↓5%ReductioninTimeSpentbyEmployeeson
PerformanceMgmt.Activities
↑20%ImprovedStaffEngagementand
Retention
(-)ReducedTime&CosttoHire
↓20% Reductionin TimetoHireEmployees
( -)ImprovedHRAdministration
Productivity
↑25%ImprovedHRStaffProductivityon
tasks:Recruiting&Onboarding,HR
Administration,PerformanceMgmt.,
Learning,Compensation
(-)ReductioninITOperationalandNon-
ComplianceCosts
↓60%ReductioninOnPremiseIT
OperationalExpenses
↓10%ReductioninEmploymentAgencyfees
↓20%Reductionin RiskofRegulatory
Non-compliance
2
8

34. BenefitRealizationManagement(BRM)andValue Adoption
Identify,execute,andsustainbenefitsthroughvalueadoption
Post-implementationanalysisconductedduringthelivephase
.
Evaluatewhether
businessobjectives
weremet
Determinethe
maturityofcurrent
businessprocesses
againstexisting
productfeatures
Learnlessonsforthe
future
Ensurethatadoption
ismaximized
Drivecontinuous
improvementand
userengagement
Plan&
Design
Configure&
Build
Validate&
Test
Transition&
GoLive
Analyze&
Prepare
MeasuringSuccess–
SettingBusiness
Objectives&KPIs
BenefitRealization&
ValueAdoption
Assessment
Sustain
Benefits
Sustain&
Realize
ExecuteBenefitsIdentifyBenefits
C
32opyright©2020,Oracleand/oritsaffiliates.
Goals tend to be broad and need to be broken down into SMART objectives early on in the project,
so that that they can be actively monitored and measured. Configuration must be driven based on
the Success plan Created by Customer success Manager

35. 5. ImplementationApproachfor CloudSolutionsinScope
•Agile&SolutionDrivenapproachwillleadforafaster
implementationresultinginquickerROIandlow
maintenancecostforcustomersolutionsduring updates.
•Begin the Oracle cloud Project with Cloud Readiness
Assessment, Align Business Drivers with modern best
practice process(es), CEMLI Assessment, Business Process
Benchmarking & initial Business Impact
•Cloudisa configuration-basedsystem,itshouldbe
adoptedoutofboxfeaturesratherthantryingto enforce
currentBusinessProcessestoachievea business
objective, ConfigurationValidationworkshops(CRP) are
NOTPrototypingsincesoftwareisdesignedit should be
onlyconfigured
•For the first iteration all processes are played back; for
subsequent iterations only processes which have been
iteratively changed are played back –assuming earlier
iterations are approved. Opportunitytoaddvalueto
existingbusinessprocessesanddelivercosteffectiveand
successful implementations
•To identifytheimplementationapproachforthe cloud
solutioninscope(SaaS,PaaS,OCI)and determinethe
activitiesandtaskstobeincludedprojectplanand
WBS–Work Breakdown Structure
•Implementationapproachisthemost
importanttomanageProjectScope,
waterfallmethodology/Requirement
gathering isnotfullyapplicableforSaaS
applicationsbutis gearedmorefor
analytics,integrations,andlift&shiftuse
cases.
•Oracle’s ModernBest Practices(MBP)isto help
CustomerCloudAdoptionofBestin class,global
Businessprocesses,Oracle FusionProductand
leadtoenhancedend
•Configure system according to solution
questionnaires, foundation solution design,
standard configuration workbooks

36. SolutionDrivenApproach
ApplicableforCloudApplicationServices(SaaS)
Anapproachbasedon theuseof apre-defined
businesssolutionastheproposedcustomerbusiness
solution;tailoringto thedesiredbusiness outcomes
duringtheprojectprogressivelyrefiningthe
configurationthroughiterations(CRP)
•focuseson mappingabusinessfunctiontopre-defined
solutionwithembeddedandhighly configurable
processesproducingaclearly definedoutput.
•foundationalelementsofthebusinesssolution are
alreadyreflectedinthecomponentsthatcomprisethe
pre-definedsolution.
•seekstoavoid,orminimize,customizationsbypromoting
leadingpracticeuseof standardfunctionalitytomeet
commonbusinessneeds.
ProgressiveRefinement

37. SolutionDrivenApproach
ApplicableforCloudApplicationServices(SaaS)
Typicallycomprisesof:
•business processmodels (orbusiness flows)basedontheOracle
ModernBestPracticesdepictingthefunctionalityincluded
•Pre-determinedsetup valuesthatenable a working application
instancetobeestablishedquicklyforfamiliarization/mapping
purposes
•Pre-defineddemo/testscriptsbasedonthe pre-definedsetup
values,whichcanbeusedtodemonstratethefunctionality
included.
•GuidedConfigurationbasedquestionnairestosetupthe
applicationinminimumtime
•Predefined Distinct roleswithJobroles,duties, rolesand
responsibility matrix
•Embeddedtransactionalreports (OTBIreports)
38

38. ImplementationApproachesforCloud
SaaSApplicationslike:
•FusionApps(HCM,
Engagement,ERP,SCM)
•Taleo
•ServiceCloud(RightNow)
•FieldService(TOA)
•Commerce(ATG)
•CPQ
•Integrations(Oracleintegration
Cloud)
•OracleProcessCloud
•Security(IDCS&others)
•BIAnalytics
•OCI–Move&Improve
•Marketing(Eloqua,Responsys
•EPM
•Others…
•ChatBots(OracleDigitalAssistant)
•OracleContentandExperience
•PaaSExtension
•CustomApplicationDevelopment
•MobileApps
•OracleVisualCloudBuilder
•EmergingTechnologies
•Others
TOOLS&TECHNIQUES
•SetUp/Configuration
Questionnaires
•IterativeWorkshopsbased
•DocumentingRequirements
•Analysis/Design/build/Test
-Personas&Use CaseModelto gather
Requirements
-Agile(Scrum,XPProgramming,lean,
Kanban,Crystal,SAFeetc.
SolutionDriven RequirementDriven InnovationDriven
9 Copyright©2020,Oracleand/oritsaffiliates.Allrightsreserved

39. Togetherwiththeclientwedefine
thesolutionandthepotential
businessimpacts,sothatthe
clientcantakeinformed
decisions.Theadoptdon’tadapt
approachensuresthattheclient
canbetteruseourregular
updatestoCloud
Earlyintheimplementation
OraclePartnerreviewsthein-
scopeModernBestPractice
processeswiththeclient,
providingguidanceonkey
configurationchoices,always
withinthecontextofbusiness
drivers–Cloud Readiness
Assessment
OracleModern BestPractice
processesprovidestandard,
flexiblewaysofexecutingtasks
toachieveconsistentlysuperior
businessresults.Theyevolveand
supportinnovationandexploit
enablingtechnologies
.
OurSaaSSolutionsare basedon OracleModernBestPractice
32

40. OracleModernBestPractice
33
Client
Specific
Business
Impact
Business
decisions
Level3
business
process
Level2
process
Endtoend
process
TheOracleModernBestPracticeprocessesarethestandardend-to-endprocessesdeliveredaspartofOracleCloud.The
purposeistoexplaineachprocessatanactivity-basedlevel.Clearbusinessdecisionsandpotentialbusinessimpactsare
statedforeachprocessfordiscussionpurposes.

41. Reasons toUse OracleModernBestPractice(MBP) asbasisin
implementations
1.IdentifyCustomerPains–contrastthemwith
improvementspossiblewithOracleModern
BestPractice
2.Guidetrust-buildingprocess/solutiondriven
discussionwiththecustomertoachieve
quickwinresults
3.Betterhone/definecustomer’sobjectives,
focus,&obstaclestosuccess
•Mapprocessestocapabilities
•CraftDigitaltransformationplans
4.Deploytheimplementationbasedonthe
Level2diagramsofMBPanddrilldownto
Level3diagramsduringimplementation.
42

42. Howto AdoptModernBestPractice?
•Conduct Cloud Readiness Workshop
•DiscoveryDrivenbyModernBestPractice
•ProjectScopingbySolution-DrivenApproach
•UserFamiliarizationTraining
•Process- basedsolution
walkthrough workshops/CRP
sessions
•LeverageMBPAssetstouseorcreatesupport
projectdeliverables
-Publish Solution Briefs
-Assess business impacts
-Video
-TestScripts
-
TrainingScenarios
LeverageMBPforBetterImplementation&Adoption
TheCloud Mobile Analytics
BigDataSocial
TheInternet
ofThings
43

43. Familiarisation
withtheSolution
Solution
Playback/
CRP
Initial
Business
Impact Assessment
SolutionBuild
Confirmation
Adoption
Strategy
TheEvolutionof theBusiness ImpactAssessment
DesignChoices
Business Impact Assessment Completion

44. Stakeholder
Analysis
People
Change
Impact
Process
Change Impact
Technology
Change
Impact
Cloud
Adoption
Strategy
Assess
readinessfor
change
Sponsorship
confirmedand
leadership
aligned
Stakeholders
identifiedand
segmented
Categoriesof
changeidentified
andmappedto
stakeholders
Communications,
Training,and
UserSupport
Strategy
Customer
Success
Statement
defined
Understand
visionand
desired
outcomes
35Copyright©2020,Oracleand/oritsaffiliates
TheBusiness ImpactAssessmentProcess

45. Sample:KeyOracleCloudDeliverables&ArtefactsrelatedtoImplementationApproach
37 Copyright©2022,Oracle and/oritsaffiliates
PlanandDesignLifeCycle ConfigureandBuildLifeCycleValidateandTestLifeCycle TransitionandGoLivephase
•EnvironmentManagement
Plan
•ImplementationProjectPlan
•SecurityStrategyandPlan
•HighLevelSolutionand
ArchitectureDocument
•TestStrategyand Plan
•DataMigrationStrategyand
Plan
•IntegrationStrategyandPlan
ConfigurationBookMapping&
DataMapping
•ConfigurationWorkbooks
•BusinessImpactanalysis
•IntegrationDesignDiagrams
•ReportsTemplatesDesign
ApplicationSecurityMatrix
•InstanceMgmt.SOP
•Cut-OverStrategyand Plan
•PostGoLiveSupport
StrategyandPlan
UpdatedDesignDocuments
•UpdatedConfiguration
Workbooks
•UATTestScripts
•UserTrainingManuals
•ReconciledData
•FinalDocumentation

46. 6. CloudProvisioning&EnvironmentsManagement
25
Env.Mgmt(CloudServiceentitlement)
•Project Planmilestones/activitiesinwhich
PODtobeperformed
•Resizingrequests–when&why?
•Refresh/Cloning
•Qtrlyupdate
•Concurrentpatching
•Monthly/Weeklyexceptionalpatching
•Tomanagethedifferentcloudenvironments
provisioning,updates,serviceentitlement
activities/processesandintegratewiththe
projectplanandbusiness operations
•Toenvisionthecloudarchitectureroadmap
andblueprintforbusiness,data,technology
andapplicationstobedeployedpartofthe
project
Learnmore:
1)OracleApplicationsCloudServiceEntitlements-
https://support.oracle.com/epmos/faces/DocumentDisplay?id=2004494.1
2)BrowserSettings(DocID1385107.1)
3)Updatepolicy–DocID1966109.1
4)QuarterlyUpdates:PreparationandTestingRecommendations2445338.1
Copyright©2021,Oracleand/oritsaffiliates. Allrightsreserved

47. HowtobuildInstanceManagementPlan

48. EnvironmentsManagementPlan-Sample
l
T
Environment MgmtManager: Mr/Ms
MyServicesAdmin/Backup: Mr/Ms
DataCenter FusionApps(XXXX)--EUFrankfurt/IDCS-->M2-Amsterdam BestPractice:DEV/TEST/PROD(AddlEnvdependinguponphase/complexitye.g.ParallelPayroll/testingstrategy/chgmgmt&training/;/#implpartner)
UpdateCadence Fusion(Feb-May-Aug-Nov) ePBCS WMS QuarteryUpdates/MajorActivities (FirstFriday) (ThirdFriday)
WMS:?? Go-Live(<Date>)
ePBCS:Monthly(1stFridayand3rdFriday) T2TandP2T(TesttoTest/ProdToTest)
ProjctPlan/Activity (weekending) SCM-Region/Update-->Downtime(hotpatching24x7uptime)
July2020 Augut2020 Sept2020 October2020 November2020December2020 January2021 February2021 March2021 April2021 May2021 June2021 July2021
Track EnvName Owner 04-11-18-25-01-
New
08-15-22-29-05-12-19-26-03-10-17-24-31-07-14-21-28-05-12-19-26-02-09-16-23-30-06-13-20-27-06-13-20-27-03-10-17-24-01-08-15-22-29-05-12-19-26-03-10-17-24-31-
HCM XXXX(PROD/S2?? Functionality/releases/qtrlyupdate/VAA/
FINCU
OVER
FINPOSTGOLIVESUPPORT
XXXX-DEV1(3r??
InstancePrep
BT
Rea
OCRP1
d" Review
FINCRP1 FINReportDev CRP2Prep
CRP2
DryRun
CRP2
KUT FIN
UAT1
FIN
UAT2
FINUAT3-Buffer
XXXX-TEST(Act??
XXXX-DEV2 ??
WMS(OTM/GTM)- W1
WMS(OTM/GTM)- W2
ePBCS PROD(LIVESWP-PLANNING?)
TEST(PLANNING)
???? (FCCSTrack)
PaaS-OIC Prod(alreadylive)
Test(optional)
Dev1/2/3/4/5
PaaS-DBCS Prod
Test
xxxx
PaaS-JCS Prod
Test
xxxx
26Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved

49. SampleEnvironmentManagementWeeklyReport

50. QuarterlyUpdatesandQuarterlySchedule
•QuarterlySchedule(QS)
QuarterlyupdatesareappliedtoyourenvironmentaspertheQS
MOS:HowToPrepareforYourQuarterlyUpdate (DocID2804783.1)
QuarterlySchedule Update22A Update22BUpdate22CUpdate22D
Feb-May-Aug-Nov Feb May Aug Nov
Mar-Jun-Sep-Dec Mar Jun Sep Dec
Apr-Jul-Oct-Jan Apr Jul Oct Jan
•Quarterly Update
•NewFeatures,Functionalities,fixesforknownissuesarereleasedeveryquarter,
•i.einFeb,May,Aug,andNov.
•Releasenameisyear,PlusA,B,C,Dex:22AisanupdatereleasedinFeb2022
42Copyright©42,Oracleand/oritsaffiliates

51. QuarterlyUpdates
RegularUpdates
4ReleasesaYear Feb-May-Aug-Nov
Mar-Jun-Sep-Dec
Apr-Jul-Oct-Jan
IncludedChangesMaintenance
updatesandnew
features
Cadence 1
stFriday:
Test
3
rdFriday:
Prod
Outagesstart7pm
PT
Mandatory Mustuptakethe
releaseeach
quarter
Notabletoskip
releases
Canelectmonthin
quartertotaketo
testandprod
ExceptionFixes
OptionalUpdates Customercanelect
totakeweeklyor
monthlybundles
Canbeappliedjust
totest
IncludedChanges Maintenance
updates
Weeklyandmonthly
bundlesare
cumulative–
includeallfixesto
date
MECadence 1 stThursday:
Test3
rdThursday:Prod
Outagesstart7pm
PT
Emergencyfixes Ifcriticalissue,
processexiststoget
emergencyoneoff
thatisappliedas
singlepatch
EnvironmentRefresh
Productionto
Test(P2T)orTest
toTest(T2T)copy
Ensuresourceand
targetareatsame
patchlevel
CopyData Alldata,set-ups,
personalization,
roles
NoCodeChanges Databasecopy
only
Plan Request4-5
Weeksahead
ofSchedule
Onescheduledata
time
Optional Datamasking

52. NewFeatureUptakeProcess
ReleaseSummary
oUpdatesreleasedquarterly
(Feb-May-Aug-Nov)
oAppliedtotest1 stThursdayof
themonth,production3
rd
Thursday
oKeydocuments:
oNewFeature
Summaries(formerly
knownasRCD’s)
oWhat’sNewdocprovides
morein-depthdetailsfor
implementation,steps
neededtouptakeetc.
oAvailableatcloud.oracle.com
oRoadmaps
:https://community.oracle.com/c
ustomerconnect/categories/plann
ing
NewFeature
Summary
released
•Newproductsor
majornewfeatures
deployedasseparate
project on own
timeline
•What’sNewdocument
outlinesforeachnew
featurehowthatis
deployed:customer
enabled,bydefault
etc.
Identifynew
featuresto
takeupwith
release-
limittowhat
canbedone
intest
window+
any
mandatory
changes
Updateapplied
totest
Regressiontest&
verificationofnew
featurestoberolledout
withupdate
Updateappliedto
production
Newproductsor
majorfeatures
4
weeks
prior
to
release
2
weeks
prior
to
release
1
st
Thursd
ayof
month
3
rd
Thursd
ayof
month
What’sNew
document
released

53. 45 Copyright©2022,Oracleand/oritsaffiliates|Confidential:Restricted

54. SampleResourcesanddocumentationforCriticalQuarterlyupdateRelatedtoEnabling
EmployeeExperienceatWorkplace
Copyright©2022,Oracleand/oritsaffiliates
•OverviewofJourneys
•JourneysforumonCloudCustomerConnect
•HCMTalkRadio:JumpintoJourneysin21C
•JourneysOfficeHoursSeries
•ReleaseReadiness
•21A,21C, 21D
•CustomerConnect:JourneysProductForum,OfficeHours,Talk Radio
•“What’sNew”documentation:22Aand22B
•Checklist&JourneysFAQ&Troubleshooting:DocID2662513.1
•ContextualandGuided Journeys:Doc ID2849296.1
MOSDocuments:
1.DocID2662513.1-TroubleshootingChecklists -FrequentlyAskedQuestions
2.DocID2622728.1-HRChecklists-HowToVideos
3.DocID2611795.1-Checklists-Electronic Signatureand TransfertoDocumentRecords
4.DocID2583133.1-OnboardingChecklists-IntegrationwithHireRight
5.DocID 2518292.1-UsingFlexfieldParametersinValueSetsforAllocatedTasksinChecklists
6.DocID 2486626.1-OnboardingChecklists-IntegrationwithDocuSign
7.DocID2643052.1-HCMResponsiveUserExperienceUptakeTool

55. Dynamic Skill to Enable Employee Experience at Workplace
Oracle has built SkillsTechinto the entire HCM Platform
Skills Nexus, which is an intelligent skills toolkit to define, curate, and organize your skills. It starts with a
global skills inventory that is tailored to the organization based on its own HR data, job titles, competencies,
and industry language. It then uses Oracle’s AI to normalize, curate, and identify skills on an ongoing basis.
It can find job title variants, identify “unseen skills,” and recommend merging multiple variants of the same
skill.
Skills Advisor, which is the matching technology that uses skills data to recommend learning, job moves,
pay changes, or other important business processes.
Skills Center, which is a place where employees can identify their skills gaps, proactively improve their
skills, and manage their own career and work experience.
Using skills to reshape the future of work
•Conduct an enterprise wide skills assessment
•Apply skills assessment knowledge across talent processes
•Encourage employees to maintain up-to-date profiles

56. A continuous journey from hire to retire
Understand, align, and keep skills current
Copyright © 2021, Oracle and/or its affiliates. All rights reserved.
Personalized embedded,
continuous learning
across all talent processes
Always-on AI-enabled
recommendations for
connections, coaching, and
career development
Allow candidates to share
their skills in the
language of their
prospective employer
All skills -acquiredand inferred – continuously updated in your profile for optimized, always-on opportunity matching
Pre-boarding,
on-boarding and post-
hire journeys
57

57. OraceAI Apps "Pervasive AI" Use Cases 22 B -Update
The above is intended to outline our general product direction. It is intended for information purposes only, and may not be inc orporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should
not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.
ERP
Payables
•Intelligent Document Recognition
•Intelligent Payment Discounts
•Intelligent Account Combination Defaulting
•Intelligent Invoice to PO Line Matching
•Intelligent Payment Discounts –Campaign Management
•Intelligent Duplicate and Outlier Transaction Detection
Expenses
•Smart Expense Audit
Receivables and Collections
•Intelligent Customer Delinquency Predictions
Procurement/Supply Chain Management
•Mappable scoring criteria
•Supplier scoring template
•New Supplier Registration
•Additional Risk Data
•Self Service Onboarding
•Additional Data (incl Risk Signals)
•Multiple Scores
•Tax payer ID Matching
HCM
Recruiting
•Best Candidates
•Similar Jobs for Candidates
•Jobs for Applicant
•Similar Candidates
•Time to Hire
•Skills Advisor for Job Requisitions
•Skills Advisor for Candidates
•Best Compensation To Fill A Position
Talent Management
•Skills Advisor for Job Profile
•Best Roles (Employee to Careers
•New Skills Courses For Employees
•Core Skill Recommendation For Mgrs
•Skills Curation Connsole
•Skills Advisor for Gigs
•Talent Best Match using Skills
•Recommend Employees for a Career
•Succession Planning
•Recommend Career Ambassadors
•Recommend Gigs for Employee
•Recommend Job requisitions for Employee
•Skills Advisor for Learning
•Recommend Career Ambassadors For Selected Career
•Recommend Career Ambassadors For Selected Skill
•Recommend Gigs for Selected Skill
•Recommend Job Requisitions for a Single Skill
Learning
•Automatic Skills Tagging (Courses)
CX
Sales
•Opportunity Win Probability & Rec’d Actions
•Lead Conversion Probability
•AI Sales Admin Management
•DataFoxfor CX Sales
• Account Enrichment
• Smart Talking Points
• Account Smart Data
•Sales Product Recommendations
•OppWin Probability-Custom Field Support
•Lead Conv Probability -Custom Field Support
•Sales Product Recommendations -Enhancements
•AI Sales Admin Mgmt-Coexistence with D&B
•DataFoxFor CX Sales
• Multiple Account Scores
•
Smart Account creation
• Bulk Match/enrich
• CX Unity – initial integration
• Self-Serve Onboarding
Marketing
•DataFoxAccount Sync in Eloqua
•DF Signals in Eloqua
•Company enrichment webforms
•Multiple Account Scores
•DF in Account Profiler
•Df IN Account Dashboards
Service
•SR Similarity
•SR Classification B2B –Email
•SR Classification B2B/B2C –Any Channel
•SR Classification B2B –Email (GA)
•SR Classification B2B/B2C –Any Channel (GA)
•Bert Knowledge Search B2B
•Knowledge Search Excerpts B2B
•Knowledge Similarity B2B
•SR Issue Discovery
•SR Language Detection
STATUS
Available for Customers Now
Committed Availability Date
In Development, No Date Yet
AI-UX
Fusion-Wide Services
•Suggested Actions
• Newsfeed Suggestions
• Suggested Actions/ADF Workflows
• Actions for ‘Ask Oracle’
• Redwood Admin UI
• Track System Events & Predict Likelihood
• Suggested Actions Page/Workflow Context
•Suggested Input
• Smart LOV via Redwood
• Predicted Inputs for Currency & Account LOVs
• Context-based Predictions for LOVs
•Suggested Search
• Predicted SearchInputs
• Ranked Search Results
58
General
•Learning to Rank
•Scoring
•Refine Recommendations
•Improved Ingestion Performance
•Enhanced Intelligent Matching with Skills
•AI Metrics & Performance

58. 14 Copyright©2021,Oracleand/orits affiliates.AllRightsReserved.
MonthlyupdatesforFusion(upon
request)
Concurrentupdatesisalso
availableuponrequest(patchesall
environmentsatthesametime)
Includeregressiontestingfor
updatesinyourprojectplan
Requestanenvironmentusage
evaluationofyourproduction
environmentpriortogo-live(test
environmentshavethisoptiontoo)
Donotconfigureinproduction
untilgo-live
ImplementationBest
Practices
ProjectPlan+InstancePlan

59. •Thesuccessful implementationofanewsystemisdirectlyrelated
toanorganization’sabilitytoacceptandadapttochange.
•Implementingnewtechnologyisa complexchangethathasfar
reachingimpactonbusinessprocesses,people,technology,and
infrastructure.
•Ultimately,thebest technologycoupledwiththebest business
processes willresultina hugelossifthePEOPLEarenotprepared
orwillingtomoveforwardwith thenewwayofdoingbusiness.
•Youmustensurethatbusinessgoals,IT,andpeople
aresynchronizedwiththechangeathand.
7. ChangeManagementinCloudProjects
49 Copyright©2022,Oracle and/oritsaffiliates
• Increaseduseracceptance
• Smoothertransitiontothenewtechnology
• Moreeffectiveintegrationbetweenbusiness&IT
• BetterROI

60. AligningCloud-SpecificActivitieswithChangeManagement
•Alignmentofvisionanddefiningmeasures
•Impactassessment of businessprocesses
•Training
•Expectationmanagementonrequirements
•Capabilityandcapacitybuilding
•Postgo-liveoperationalsupportmodel
•ProjectobjectivesandKPIs:SuccessPlans
•Adoptionofmodern bestpractices
•Trainthetrainerstobecomechangeagents
•Product roadmaps,solutiondrive,nocustomization
•KnowledgeTransferthrough Iterativeworkshops
•OracleSupport&PartnerManagedServices
CloudSpecificActivitiesChange ManagementActivities
50 Copyright©2022,Oracle and/oritsaffiliates

61. Who isimpactedbytheproject?
Project
Team
Employees
Team
Leaders
Human
Resources
IT
Executives
Customers
Suppliers
Transformation
Project
Identify
stakeholders
51Copyright©2020,Oracleand/oritsaffiliates

62. LeadingPractices–OrganizationalChangeManagementin
theCloud
•Identifystakeholders
•Assign‘ChangeChampions’foreacharea
•IT,FunctionalAreas,LineManagers,Employees
•OnboardChangeChampions
•Enthusiastic
•Negative
•Mapchangeimpacttoeachgroup
Cloud
Recruiting&
Onboarding
Payroll
Human
Resources
Recruiting
Tax
Finance
IT
Helpdesk
Legal
StakeholderContextDiagram
Training&
Development
Employees
Accounting
•People
52Copyright©2020,Oracleand/oritsaffiliates

63. Questionswe shouldask foreachprocess?
TypeofChange Descriptionof Impact Levelof
impact
•Isthisanewprocess?
•Oristhisa changetoanexistingprocess?
•Dowedoawaywithexistingprocesses?
•Doanypoliciesandproceduresneed tobechanged?
•Willtherewenewwaysofworking?
•Will therebenewmeasurements?
•Willtherebechangesintherequiredskills?
•Will peopleneedtrainingorcoaching?
•Whatchangesincultureandbehaviourare requiredto
support new waysofworking?
•Willtherebechangesinreportinglines?
•Will therebenewrolesorteams?
•Will therebechangestoresponsibilities?
•Willexistingtechnologybeused differentlyorreplaced?
•Willnewtechnologybeimplemented?
Processes
People
Technology
53Copyright©2020,Oracleand/oritsaffiliates

64. LeadingPractices–OrganizationalChangeManagement in
theCloud
Project
•IncludeOrganizationalChangeManagementas
itsownworkstream
•Builddependenciesintotheprojectplan
•Includeprocesstraining,alongwithfeaturesand
functions
•Identifydedicatedandeffectivebi-
directionalcommunicationtools
•LeverageModernBestPractices(adoptthesystem
ratherthanadaptit)
•EmbraceOracle’scontinuousinnovation
•Buildregularupdatesintotheproject
plan
•Planforphasedadoptionofoptional
features
•Allcountriesneedtobuyintothenewglobal
processes
ChangeManagement
Communication
Lead
TrainingLead
Change
ManagementSME(s)
Change
Management
Leads
•Project
57
Copyright©2022,Oracleand/oritsaffiliates

65. Fusionisbuiltonasetofdocumentedand
standardBusinessProcessModels.Use
theseasthebasisfor:
1.“ToBe”BusinessProcessFlows
2.StandardOperatingProcedures–SOP
3.UserTraining
4.TestPlansandLibrary
22
Leverage Modern Best Practices
Standarduseractivitiesandtaskflows
•Project
OracleFusionBusinessProcess
Models:Homepage
(DocID1542019.1)
Why?Why Not?How?What?
Copyright©2022,Oracle and/or itsaffiliates

66. Go Live
Start Training and
Communications
Evaluate Business Process
and Configuration
Define Stakeholder Groups
and Impact on these groups
Determine actions:
Training/Communicatio
n/User Support Strategy
67
The Road to a Successful Adoption
67

67. LeadingPractices–OrganizationalChangeManagement in
theCloud
23 Copyright©2022,Oracleand/oritsaffiliates
Awards/Events/Project
Naming
‘Continuous’
communications
Heavyinvolvementfrom
end-usersduring
configurationand
testing
Dedicated portal, user
guides,quickcards,
videos
Businessand/orIT
drivenchangerequests
reviewedandprioritized
Risk,Assumption,Issues
andDependencieslogs
(RAID),statusreports
andmeetingswithall
keystakeholders
Training/Information
Sharing/Helpdesk
•ProjectExamples ofCustomerActivities

68. NewWaysofWorking
24Copyright©2022,Oracleand/oritsaffiliates.Allrightsreserved
Changemanagementactivities shouldbeembeddedand integratedthroughout
theimplementationlifecyle.
OrganizationalChangeManagement
Design Build
Go-Live
TestDesign Build Test Design Build Test
Rel.
1.1
Final
Release
Go-LiveGo-Live
Rel.
1.2
Cloud
•Project

69. ResourcePlanningshouldbedoneinlinewithProjectPlan
•ExperiencedProjectManageronbothCustomer&ImplementationPartner
•SolutionArchitect(SpeciallyforMultiPillarEngagements)
•Functional/Technical/IntegrationResources(1:1Customer&Partner)
•PaaSResources(DBCS/JCS/VBCS/OICS)
•CustomerBusinessUserTeamempoweredtomakedecisionandprovidetimelysignoff.
•HarmonizationofProcessacrosscountry/businessunit
•ChartofAccounts,EnterpriseStructure,etc
•OtherImportantLeads
•SecurityLead
•OrganizationChangeManagementLead/ChangeChampions/ChangeAgent
•EnvironmentMgmtManager
•TestingLead-UAT
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved23
8. ExperiencedOracleCloudSkillsResources&RACIMatrix

70. ExperiencedOracleCloudSkillsResources&RACIMatrix…contd
RACIMatrix(ResponsibilityAssignmentMatrix)
R=Responsible(alsoRecommender)
•whodotheworktocompletethetask.
•atleastonerolewho isresponsible, althoughothers
canbedelegatedtoassistintheworkrequired.
A=Accountable(Approverorfinalapproving authority)
•Oneultimatelyanswerableforthecorrectandthorough
completionofthedeliverableortask
•Theremustbeonlyoneaccountablespecifiedforeach
taskordeliverable.
C=Consultanted
•Thosewhoseopinionsaresought,typicallySME;and
withwhomthereistwo-waycommunication
.
I=Informed
•Thosewhoarekeptup-to-dateonprogress,oftenonly
oncompletionof thetaskordeliverable;andwithwhom
thereisjustone-waycommunication.
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved24

71. LIFECYCLE RESPONSIBILITIES CUSTOMER
ORACLE
CUSTOMER
SUCCESS
IMPLEMENTATION
PARTNER
ORACLE
SUPPORT
Provisioning
AcknowledgetheOracle WelcomeLetterforthesolution provisioned.
Assignmentofadminrolesforboth CustomerandImplementationteam,
asapplicable.
✓
Onboarding
Setupwelcomekick-offmeetingto providekeyinformationaboutyour
Cloudsubscription andtointroducekeyresources,suchasOracle
ConnectandOracle Support.Youwilllearn the detailson how toengage
withMyOracleSupport,howtoplan forSoftwareUpdates,as wellasget
anintroductiontoOracleServicesavailabletoyou.
✓
IntroducetheCustomerSuccessroleandservices.
✓
CreateaSuccessPlantooutlineyourbusinesstransformationsgoals,
resources andtimeneeded,aswellaskeymetricstomeasuresuccess.
✓ ✓
Agreeonagovernance modelandidentificationofkey stakeholders
andresources.
✓ ✓
57Copyright©2022,Oracleand/oritsaffiliates
Roles andresponsibilities

72. LIFECYCLE RESPONSIBILITIES CUSTOMER
ORACLE
CUSTOMER
SUCCESS
IMPLEMENTATION
PARTNER
ORACLE
SUPPORT
Implementation
Managetheimplementation,reporting onyourprojectstatus and
monitoringthe project.IncludesraisingServicesRequests(SR)toMy
OracleSupport.
✓ ✓
AssignafocusedteamofexpertsthroughtheImplementation
Support ProgramtohelpwiththeprioritizationofcriticalServices
Requests(SR)during theimplementation. ✓
Establishacustomerprojectteamandcommitresources
responsiblefortestingandverifyingthesolution throughoutthe
implementationprocess. ✓
Planforusertraining, communicationrolloutandchangemanagement.
✓
ManageServiceRequeststhroughMyOracleSupport.
✓ ✓
GoLive
ApproveGoLive.
✓
PrepareandHandoverfor RunandOperate.
✓ ✓
CelebratetheGoLiveevent andotherexternalactivities. ✓ ✓ ✓
58Copyright©2022,Oracleand/oritsaffiliates
Roles andresponsibilities

73. •Decisionon SSO/ListofHCMUsers/FinUsersList/SCMUserListpriortoConfig/Testing
•DecisiononMultiFactorialAuthentication-MostlyFinanceUsers
•Userscalability/monitoringviaSelfService(OracleCloudinvoicingforsubscriptionusage)
•SRforCloudPenetrationTestingReport,ifyourITsecurityteamaskforit.
PaaSCustomization-PortalSecurity
•SSO canbeenabledbetweena SaaSandPaaSserviceonly,withSaaSservicehavingthefunctionof
IdentityProviderandPaaSserviceactingasServiceProvider.
•SSOcanbe enabledbetweenJCSWeblogicandanotherSaaSservicesuchasFusionservice.
•VPNbetweenPaaS Servicesandyournetwork,ifrequired
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved27
9. CloudSecurity,Identity&UserManagement

74. CloudSecurity,Identity&UserManagement
•IncludeSecurityTasksintheProjectPlanBasedon theScope:
•VPN
•IPwhitelisting
•SSO enablement
•DataMasking
•StoringCreditCardDetails
•BreakGlass
•MultiFactorAuthentication
•Establish AUserSecurityMatrixandApproachtoSecurityPriortoConfigurationTesting
30Copyright©2020,Oracleand/oritsaffiliates.Allrightsreserved

75. •SinceOracle isprovidingtheservice,involveand
engageOracle keystakeholdersintheproject
governancestructure.
•EnsuretheCloudprojectgovernancestructureis
transitionedtopostgo-liverealizationand
sustenancephasetobenefitfrom thecontinuous
quarterlyinnovations andimprovements.
•AssignRoles &Responsibilities
•Implementgovernanceprocesses(Risk,escalation,
Statusreporting,communication,issuemgmt.,
ChangeControlprocedures,etc...)
Project
Governance
PartnerCustomer Oracle
62Copyright©2022,Oracle and/oritsaffiliates
10. ProjectGovernance

76. Transformationalprojects-Sample
T1:ExecutiveSponsors
MeetMonthly/Quarterly
SetGoalsandObjectives
Ensureorganizationalalignment
T2:ProgramMgmt
MeetWeekly/Monthly
TrackProgress
ReviewSolutions
ResolveorEscalateIssues
T3:ProjectDelivery
MeetDaily/Weekly
Day-to-dayprojectplanning
andexecution
√
ProductWorkstream:1
ProductWorkstream…
ProductWorkstream:n
Project
Managers
LOBProg
Mgr
ITProgam
Mgmt.
CloudOperations
OracleSupport
SME
SME
SME
Cloud
Architect
Cloud
Architect IssueManager
VPLOBVPIT Program
Manager
ExecSponsor
Lead
Lead
Lead
Arch/lead/exec
PillarCSMs
PartnerCustomer Oracle
Business
Transformation
Change
Management
Integration
Security
Data
mapping/lo
a d
Arch/lead/exec
Arch/lead/exec
T:Tiers
CSM/CSI
CloudProjectGovernanceFramework
*Governanceframeworkmayvarybasedontheprojectplanandimplementationspecifics.
Executive
Sponsor
CSI
63Copyright©2022,Oracle and/oritsaffiliates

77. 11. CloudRiskManagement
31 Copyright©2021,Oracleand/or itsaffiliates.Allrightsreserved
•IdentifytheRiskateveryphaseofImplementation
•Resources
•Un-RealisticProjectplan
•ScopeCreepandsign-off
•LackorPoorDocumentation
•ExpecttheUnexpected(COVID-19)

78. Determinethedatamanagement
modelandthemigrationstrategy
andplantoretainhistoricaland
transactionaldata.
Understandkeyconsiderations
topreparefordata
transformation&migration.
Depictthedatamanagement&
migrationvalidationcheckpoints
ontheprojectplanandcreatea
datastrategy.
Copyright©2022,Oracle and/oritsaffiliates
12. Data Management&Data Migration
Goldenrulesfor successfuldatamigration
•Clearlydefinethescopeoftheproject.
•Minimizetheamountofdatatobemigrated.
•Profileandauditallsourcedatainthescopebefore
writingmappingspecifications.
•Securesign-offoneachstagefromaseniorbusiness
representative.
•Aimtovolume-testalldatainthescopeasearlyas
possibleattheunitlevel.
•Allowtimeforvolumetestingandissueresolution.
•Keepatotalfocusonthebusiness objectivesand
cost/benefitsthroughoutthemigrationperiod.
•Planatleasttwocyclesofmockdatamigrationto
ensureidentifyingmajordataissuespriortogo-live,
rehearsetheDatamigrationduring, Rehearse Data
Migration in SIT & UAT
•SIT/UATtohaveclearvisibilityoftimingandprocess
67

79. KeyConsiderations:DataManagement&DataMigration
StartConversions&
InterfacesASAP
Considerdatavolume,
environmentsizing,
andplanyourcut-over
timingsbasedonyour
mock- runresults
PlanforAtLeastTwo
Iterationsof
Conversion&
IntegrationTesting
ClearlyDefinethe
Scope,Resource
Requirements,
Cleanup&Ownership
ContactThirdParties
EarlyintheProject
FollowaTransform&
ShiftApproachto
Migration
Copyright©2021,Oracleand/oritsaffiliates.Allrightsreserved

80. PerformSIT&UAT
Documentissuesandbugs
Preparevalidationchecklist
Defineacceptancecriteria
EndtoEndfunctionaltesting
ObtainGo/NoGodecision
•Acomprehensivetestingapproachand
strategy,withsufficientdetails,cycles,and
datacoverage,should bestartedearly
duringprojectstart-up.
•Develop acontinuoustestingstrategyand
planthatgoesbeyondtheUATvalidating
andtestingphaseand incorporates
updatestestingduringandafterthe
projectcompletion.
•Atestingtrackeranddashboardshouldbe
createdandusedforalltesting cycles.
•Atleast2testcyclesshouldinclude
integrationtestingbetweentheOracle
Cloudandtheexternalsystems.
70Copyright©2022,Oracleand/oritsaffiliates
13. Continuous TestingStrategy&Plan

81. ContinuousTestingStrategy&Plan
EffectiveTooltotrackProduct/Processissues;
ProjectIssues&Risks
•Todevelop acontinuoustesting strategyand
planthatgoesbeyondtheUATvalidatingand
testingphaseandincorporatesupdates-testing
duringandaftertheprojectcompletion.
•Consideratleast2FullcyclesofDataMigration
inUAT
PerformUnitTest
•Usesmallsampledatasetforeasier
debugging
•Debug dataloadingissueswitheveryiteration
•Performfunctionaltestingofimportdatavia
UIandanydownstreamProcess
PerformSIT&UAT
•Documentissuesandbugs byobject
•Preparevalidationchecklist
•Defineacceptancecriteria
•e2efunctionaltesting
•ObtainGo/NoGodecision
Learnmore:
Quarterlyupdateprepandtesting
recommendations2445338.1
33 Copyright©2021,Oracleand/or itsaffiliates.Allrightsreserved

82. Copyright©2021,Oracleand/orits affiliates.Allrightsreserved.
ContinuousTestingStrategy&Plan
DevelopacontinuoustestingstrategyandplanthatgoesbeyondtheUATvalidatingandtesting
phaseandincorporatesupdates testingduringandafter theprojectcompletion.
FunctionalTesting
Unit,System
DataConversion
Extensions
End-to-End(SIT)
Regression
Non-Functional
Testing
Documentation
Performance
Security
UserAcceptanceTesting
Operational Readiness
ContinuousPostGo-Live

83. Training&KnowledgeTransferStrategy&Plan
34
KnowledgeTransfer:-
•DocumentationforRequirementGathering and
Signoffdocuments
•DesignDocuments
•FunctionalDocumentswithscreenshotsof
configuration
•TechnicalDocuments (Integration
DocumentswithInterfacedetails;XML
Samples;SourceandTargetWSDL;Custom
Code)
•RESTAPIUsed
•WeblogicServerDetailswithlogincredentials
•DBCSLogindetailswithidentifier
•JCS/VBCSLogindetailswithidentifier
•SourceCodeRepository
•SourceCodeVersionHistoryandNaming
Conventions
Copyright©2021,Oracleand/or itsaffiliates.Allrightsreserved
Trainingfor
•TestScripts
•UserTrainingDocuments
•IntegrationTestScripts
•PerformanceTestReports(Optional)

84. TrainingPlan
ProjectVision,
objectives,
benefits,KPIs
StakeholderAnalysis
AssessImpact
Thestepstowardsatrainingplan
TrainingStrategy
Starthere
75Copyright©2020,Oracleand/oritsaffiliates

85. Trainingfor:
FamiliarizationWorkshops
TestScripts
UserTrainingDocuments
IntegrationTestScripts
PerformanceTestReports
BestPractices
•Keyprojectteammembersshouldattend
applicationtrainingonallproductsbeing
implemented
•Trainingplanstobecreatedfornewteam
membersandfornewfeaturesand
functionalitiesbeingrolledout
•Ongoing Changemanagementplans
developedandincorporatedfornewfeatures
andfunctionalities
•KnowledgeTransferDocument/Checklist
should focusondailyactivitiesand
configurationsetup
14 .TrainingStrategy
76 Copyright©2022,Oracle and/oritsaffiliates

86. PU
AEU
HD
EndUser
PowerUser
AdminUser
HelpDeskUserROLES
Configure&
Build
Transition&
GoLive
Sustain&RealizePlan&DesignAnalyze&Prepare
CLOUDLIFECYCLE
ROLE&CONTENT
Application
Functionality
CoreTeamTraining
Validate
&Test
BusinessProcesses
NewRelease
&Updates
PUCoreBusiness
ProcessesBase
StepGuides
CoreTeam
Training
&familiarization
sessions
CloudOn-
boarding
TrainingNeeds
Assessment
A
CoreTeamTrainingBreak-
outFamiliarization
Sessions
Context-basedPreparing
forConfiguration
BusinessProcesses
Configurationwalk
through
Instructorleadtrainingor
OU LearningSubscription
PU
A
CustomerTrainingLinks
CustomerHelpDeskProcess
EUEndUserTraining
Sources:
•StepGuides
•InteractiveGuide
•OLSVideos
•LaunchPadArticles
•CustomerPolicies
•BusinessProcess
•CustomerHelpDeskProcessPU
HD
A
UpdatesGuidesand
walk-throughs
NewFeaturesOpt-Ins
NewBusiness
Processes
CloudAdministration
&MonitoringRefresh
training
EU
PU
DevelopingaContinuousTrainingandLearningFramework
AcrosstheclouddeliverylifecyclesforSaaSapplications
Copyright©2021,Oracleand/or itsaffiliates.Allrightsreserved

87. 15.SustainmentPlanandAdoptionStrategy
ReadytoGoLive?
Instance
Management
Organizational ChangeManagement
CutoverLogistics SolutionComponents
Reports
Security&SaaS
Usage
SystemMaintenance
PostGo-Live
Helpdesk&Support
Copyright©2021,Oracleand/or itsaffiliates.Allrightsreserved

88. CloudProjectChallengesvsCloudProjectSuccess
PoorExpectationSetting
ImproperlyDefinedScope
LackofExecutiveSponsorship
CloudServiceIssues
PoorObjectiveandKPISetting
LackofResourcesor Cloud
Skills
InappropriateStaffing
LackofChangeManagement
Plan
LowExecutiveInvolvement
LackofCloudAdvocacy
ProactiveCommunication
WellDefinedScope
EffectiveProcess
Management
ProvenMethod
Proactiveissue&risk
tracking
Dependableworkplan
ExperiencedProjectManager
•SteeringCommittee,TeamMeetings,Status
Reports
•Agreedandsignedoffonbyalldecision
makers
•Definedescalationprocesses,change
orders,effectivedocumentation
•Arepeatable,predictablemethodologythat
theclientunderstands
•NoSurprises!A dependablemethodfor
trackingandresolving
•Asaworkingdocument,theworkplanis
updatedandshareddaily
•Findamentorifthisisnotyou
•Sponsorshipthroughcustomerandpartner,
aswellasinclusionofOraclestakeholders.
ActiveSponsorship
82 Copyright©2022,Oracleand/oritsaffiliates
DriversofanUnsuccessfulCloudProject ComponentsofaSuccessfulProject

89. InnovationincreasinglycomplementsOraclesolutiontospeedup
Business transformationwithAgility
54

90. Thankyou
83 Copyright©2022,Oracleand/oritsaffiliates
Text

91. BusinessInnovationincreasinglycomplementsOraclesolutiontospeed-up
transformationwithAgility
54

92. Structured/Independent
CloudLearningSubscriptions
3,000HoursOfContent|87CloudServices
InTheFlowOfWork/InApplication
OracleGuidedLearning
CuratedMicro-learning|Standard/CustomizedGuides
WhyLearnfromOracleUniversity?
85 Copyright©85,Oracle and/oritsaffiliates
•Over2000in-depthtrainingcoursescoveringtheentireOracleStack
•Aligned withevery OracleCloudupdate •ComplementstrainingprovidedbySystemsIntegrators
•Flexiblelearningoptions coveringallrole-types
OracleUniversityCloudEnablementSolutions
Digital Learning&CertificationToEnableBusinessSuccess

93. OracleCloudLearningSubscriptions
Online,video- basedlearningcoveringtheentireOracleStack
MicrolearningContent
InstructorDeliveredVideos
Multi-LanguageCaptions
Labs&CourseMaterials
86 Copyright©86,Oracle and/oritsaffiliates
Empowersemployeeswithskillstobe
selfreliantthroughimplementationand
Cloudupdates:
•OracleExpertInstruction&Interaction
•InstantLabsforHandsonPractice
•TranslatedContent
•IncludedCertificationExams
•UserAnalytics
Provides24/7/365accesstocloud
contentbykeyroles:
•Projectteams
•Administrators
•Powerusers

94. OracleGuidedLearning
In-applicationguidancetoaccelerateyourOracleCloudSaaSenablement
OracleGuidedLearningdeliversimmediatevalue
throughouttheentirecloudlifecycle
•Usersareimmediatelyproductivefromdayone
•Reducesadoptioncostsovercloudterm
•Easilyconfiguredandpersonalized
•UpdatedwitheveryCloudrelease
Embeddedtrainingcontent
In-ApplicationMessaging–
orientation,events,systemor
processchanges
Step-by-StepGuides
Bringlearning contentfrom
yourLMS,websites,policiesor
applications
Listof
Role-SpecificGuides,displayedin context
87 Copyright©87,Oracle and/oritsaffiliates
Providingbenefitsthatenableyoutofocuson
yourpriorities
•Learningandguidanceintheflowofwork,
converginglearningandbusinessprocessdocs
•IntegratedwithFusionforenhancedsecurity,
mobilecapability,andanalytics for
benchmarking
•Deployedquicklyandeasilywithbasecontent
updatedforeveryrelease
•Deploymentflexibility:withmanaged service
and/orself-serviceoptions

95. Leveragesemerging
technologies:IoT,AI,ML,
Social,Blockchain,Mobile,
Analytics
End-to-endacrossthe
organizationbusiness
areasandindustries
Articulateshowtoexecutein
ordertoachieveradically
superiorresultsbylineof
business
Next-generationdigital
businessprocesses
supportedbystrategies,and
thoughtleadershiptoguide
digitaltransformation/
modernbusiness
Todrivesolution-drivenimplementationapproach
88 Copyright©88,Oracle and/oritsaffiliates
WhatAreModernBestPractices?
Theoriginalbookon Oracle ModernBestPracticeis nowin it’sthirdeditionandisavailableathttps://go.oracle.com/LP=2911

96. Modernizingapplicationsandimplementingchange
DesignwithOracleModernBestPractices
www.modernbestpractice.com
220+
Open,Standard,Free
89 Copyright©89,Oracle and/oritsaffiliates

97. CloudImplementationReadiness
RecommendedEnablementforOracleApplicationsCloud–FusionApplications
ProjectManagers(Essentials)
OnboardingandPlanningEssentialsforOracleCloudApplications
ImplementationBestPractices
Hostingpolicies
FusionApplicationsEnvironmentManagementBestPractices withEMBP
Template
CCS:DeliveringEffectiveIterationWorkshopsusingMBPsSolutionDriven
Approach
ProjectManager(Recommended)
Ensuring asuccessfulimplementation ofyourOracleCloudsolution
CloudProjectManagementPractitionerCourse
FusionCloudImplementationSuccessToolkit
CloudPortalOnboarding
OracleCloudSupportSpecialistTraining&Assessment
UsefulResourcesforArchitects
SaaSOracleArchitecture Center
A-TeamChronicles
ImplementationConsultants(Essentials)
OracleCloudLearningSubscriptions(CLS) –Certification
OraclePartner NetworkLearningCenter
LiveSessions-ImplementationWorkshops
CloudCustomerConnect –Readiness,Planningand,IdeaLab
OracleCloud Applications-HelpCenter
ImplementationConsultants(Recommended)
Oracle LearningExplorer(ByPillarfornewconsultants)
OracleCustomer SuccessHomePage
CloudApplicationsImplementationReadinessRampUp Series
ModernBestPractices
Recommendation:Pleasecheckthepdflogoformoredetailsontheaboveresources.
Implementation
Readiness
Partner-ledimplementations
90 Copyright©90,Oracle and/oritsaffiliates

98. ImplementationSpecialists/ Consultants
CloudPortalOnboarding
OracleLearningExplorer(ByPillar)
OraclePartnerCast(byPillar,DemoBriefings)
OracleCloudLearningSubscription(CLS)
LiveSessions-ImplementationWorkshops
FusionCloudApplicationsImplementationWorkshop
Forums–AskQuestionstotrainers
SalesCentralValueNavigator&ModernBestPractices
CloudCustomerConnect–Readiness&PlanningTAB
OracleCustomerSuccessHomePage
OracleCommunities(LoginforPartners)
CloudApplications-OracleVideoHub
OracleCloudApplications-HelpCenter
Architects
SaaSOracleArchitectureCenter
99
Copyright©2021,Oracleand/oritsaffiliates
A-TeamChronicles
Learning&EnablementEssentials
Project Managers:
CloudProjectManagementPractitionerCourse
Implementation&ManagementSeries
EnsuringasuccessfulimplementationofyourOracle
Cloudsolution
ImplementationBestPractices
OrganizationalChangeManagementforCloud
Applications
All
CloudEnvironmentProvisioning&Management–
Refresher&Latestupdates
OnboardingandPlanningEssentialsforOracle
CloudApplications(MUST)
OracleCloudSupportSpecialistTraining&Assessment
OracleSupportEssentialsSeries
GetStartedwithTechnicalSupport(B2CCX)
EMEAConnectXWebinars|Oracle
PartnerImplementationReadiness

99. CX
CPQPartnerSessions-Feb 2022
Topliners(Eloqua,Responsys,
Maximizer,Infinity,CrowdTwist,
Unity)
CPQ(BigMachine)HELP
OracleFieldService-Optimization
BestPractices
OracleFieldServiceSDDGuidelines
CX -RightNow-UsingtheAgent
Browser
100
Copyright©2021,Oracleand/oritsaffiliates
ERPM/SCM
OracleCloudERPMasterclass
SaaSMasterClassSession3:
Architecting& Implementing
OracleSCMCloud
HCM
2021HRSummit-Replays
2022OracleLearning Summit-
Replays
OracleCloudHCMMasterclass
PartnerImplementationReadiness
RecordedTrainings&EnablementSessionsbyPillar

101. Ourmissionistohelppeoplesee
datainnewways,discoverinsights,
unlockendlesspossibilities.