A leading US consumer tax preparation company experienced rapid operational growth. Its network expanded to more than 11,000 company-owned and franchise offices across all 50 states. The company also operated 1,600 offices on US military bases worldwide, with additional locations in Canada, Australia, and India.
It employed nearly 80,000 trained tax professionals, including 18,000 bilingual specialists. Tracking training and readiness across such a large workforce became increasingly complex
To support its growing business needs, the organization decided to move from PeopleSoft HRMS to Oracle HCM. The expected benefits included:
Expected Improvements with Oracle HCM
The organization chose DataTerrain for three core reasons:
Technical Expertise
DataTerrain had the proven experience and specialized skills required for a transition of this scale and complexity.
Accelerated Migration
Its pre-built Oracle HCM reports—aligned with PeopleSoft equivalents—reduced the need to rebuild reports from scratch.
High-Quality Delivery
DataTerrain's automation-driven approach ensured fast, accurate, and pixel-perfect report delivery with minimal defects.
DataTerrain followed its proprietary migration framework for this project. The major phases are outlined below.
DataTerrain’s automated utility scanned the PeopleSoft landscape and identified all active reporting elements.
It also flagged missing components and potential issues.SMEs reviewed these findings, recommended alternatives, and worked with customer teams to finalize the transition strategy.
A detailed plan was then documented and approved by all stakeholders.
DataTerrain converted the PeopleSoft reports to Oracle HCM using its automation utility. Each report in Oracle HCM was delivered using the most suitable method:
DataTerrain also used its library of pre-built Oracle HCM reports to speed up delivery. When platform issues arose, the team worked directly with Oracle, raised SRs, and ensured quick resolution.
Automation was used extensively to transition large numbers of contractual and statutory reports, reducing time and effort. Detailed documentation for all converted reports was handed over to the customer.
After validation, the reports were moved to the pre-production environment for customer testing. Once approved, they were migrated to the Oracle HCM production system.
After the project was completed on time and within budget, the customer highlighted several key benefits:
DataTerrain used its direct partnership to resolve Oracle platform defects and performance issues, reducing delays.
The pre-built Oracle HCM report repository accelerated customizations and reduced overall migration effort.
Teams worked in multiple time zones, ensuring continuous progress and faster completion.
DataTerrain helped the customer implement a robust and reliable Oracle HCM reporting environment.
The transition addressed legacy issues and enabled faster access to accurate workforce information.
The company achieved a quick return on its investment and continues to expand its Oracle HCM usage for global HR operations.