At a Glance

Industry	Consumer tax preparation services
Organization	#1 US tax preparation company, with 11,000+ offices
Migration	PeopleSoft HRMS to Oracle HCM
Challenge	Migrating extensive reporting from PeopleSoft HRMS to Oracle HCM
Scope	Reporting for approximately 80,000 tax professionals across the US, Canada, Australia, and India
Timeline	Delivered on time and within budget

#1 Tax Preparation Company in the USA

Extensive Oracle HCM Reports for the #1 Tax Preparation Company in the USA

Customer Background

A tax preparation leader scaling toward Oracle HCM

A US-based leader in consumer tax preparation services, offering in-person and online customer support, saw its operations and complexity expand significantly, growing to more than 11,000 company-owned and franchise offices across all 50 US states, plus 1,600 offices on US military bases worldwide, Canada, Australia, and India.

With almost 80,000 highly trained tax professionals, including 18,000 bilingual specialists, the organization needed robust tracking to keep its workforce up to date on the latest tax information. Leadership decided to migrate from PeopleSoft HRMS to Oracle HCM to support its rapidly evolving business needs.

Customer Storeis

The Challenge

A complex, national-scale PeopleSoft-to-Oracle HCM transition

The customer needed a partner who could handle the scale and complexity of the transition while unlocking the reporting capabilities Oracle HCM promised, with zero tolerance for defects along the way.

Massive scale

11,000+ offices across all 50 states, US military bases worldwide, Canada, Australia, and India.

Nearly 80,000 tax professionals

Including 18,000 bilingual specialists, all requiring reliable, up-to-date tracking.

Data mapping

PeopleSoft's data model rarely maps one-to-one to Oracle HCM, so historical HR records require careful validation rather than transfer.

Process redesign

years of PeopleSoft customizations, workflows, and security roles rarely port over directly and often need to be rebuilt.

Reporting conversion

legacy PS Query, Crystal, and SQR reports must be rebuilt in BI Publisher, OTBI, and HCM Extracts with matching output fidelity.

Integration rebuilds

Third-party payroll, benefits, and tax systems all need to be reconnected to Oracle's APIs.

Compliance accuracy

Statutory and contractual reports leave zero room for error, demanding exhaustive validation.

Zero-defect, pixel-perfect delivery

Required at a rapid pace, with no room for error in contractual or statutory reports.

Our Approach

DataTerrain’s Expedited Transition Framework

DataTerrain's proprietary framework guided the transition, chosen for its deep technical expertise, pre-built Oracle HCM reports, and track record of zero-defect delivery at pace.

1

Analysis and Rationalization

DataTerrain's automated utility scanned the PeopleSoft landscape, cataloged every report, and flagged redundant reports for consolidation into a single HCM Extract with multiple layouts. Subject matter experts reviewed the findings and helped stakeholders sign off on a final plan.

2

Automated Report Conversion

PeopleSoft reports were converted using DataTerrain's automation engine into HCM Extracts, BI Publisher reports, or OTBI dashboards, depending on user needs. Pre-built DataTerrain reports accelerated the work; the team liaised directly with Oracle to resolve platform issues, and detailed documentation was handed off to the customer.

3

Report Validation

DataTerrain's custom-built testing applications systematically compare converted reports against source reports for format, layout, and data accuracy, catching issues early and cutting manual testing effort.

4

Acceptance and Rollout

Validated reports were moved to pre-production for final customer checks, then to the Oracle HCM production environment upon acceptance. DataTerrain ensured every report developed in the development instance migrated successfully to production by providing appropriate migration documents, instructions, and report catalogs.

Business Impact

Outcomes That Mattered to the Business

On-Time and On-Budget

The transition was completed on schedule and within budget, spanning 140+ reports (110+ converted, 30+ newly created).

Zero-Defect Delivery

Pixel-perfect contractual and statutory reports delivered with no errors.

Faster Time-to-Value

Pre-built, PeopleSoft-equivalent reports cut development time by approximately 89%, from an estimated 4,480 hours to about 500 hours.

Oracle Issues Resolved

DataTerrain's Oracle partnership resolved platform defects and performance issues directly.

Self-Service Enable

OTBI dashboards were configured to support ad hoc reporting, alerts, and analysis.

Quick Payback

The customer achieved a fast ROI and continues to expand Oracle HCM globally.

Bottom Line

Why choose DataTerrain

DataTerrain succeeded through its partnership with Oracle, which resolved defects and performance issues identified in the core installation; a repository of pre-built Oracle HCM reports that jumpstarted the transition and enabled quick customization; and a global delivery model that kept work moving around the clock. Together, these strengths turned a complex, national-scale PeopleSoft-to-Oracle HCM transition into an on-time, on-budget rollout across 11,000+ offices and nearly 80,000 users.

Oracle HCM Analytics connect with us

"DataTerrain's migration framework and Oracle partnership got us to Oracle HCM on time and on budget, with a repository of pre-built reports that made the transition seamless. We saw a quick payback and continue to expand our use of Oracle HCM globally." Director of Human Resources
#1 US Tax Preparation Company