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Oracle Fusion HCM Reports Implementation for a Leading US Energy Provider

AFortune 100 energy company, with a diverse presence across the energy sector—including power generation, competitive energy sales, and transmission—identified the need for innovation within its organization. With a workforce of over 33,400 employees and 1.8 million customers, this company needed to modernize its human capital management (HCM) practices to remain competitive. This transformation aimed to foster a culture of innovation while efficiently managing its dispersed workforce across the United States.

After migrating from its legacy PeopleSoft HRMS system to Oracle Fusion HCM, the company embarked on its HCM transformation journey. The next step involved switching its reporting from PeopleSoft to Oracle Fusion HCM to leverage the latest features for decision-making, analytics, and employee management.

Key Features of Oracle Fusion HCM

Oracle Fusion HCM provided the company with modern features to enhance its reporting processes, including:

  • Advanced Analytics and Reporting: Visual reports and intuitive dashboards for actionable insights.
  • Predictive Transactional Analytics: Enabling better decision-making across the entire hire-to-retire process.
  • Real-Time Information Delivery: Data available in various formats across multiple devices for timely updates.
  • Integration of Machine Learning and AI: Using digital assistants and adaptive intelligence to personalize employee experiences.

Partnering with DataTerrain for HCM Reporting Migration

Recognizing the complexity of implementing Oracle Fusion HCM’s reporting features, the energy provider sought external expertise. DataTerrain was chosen for the project based on their extensive experience in Oracle HCM report implementation, specifically transitioning from PeopleSoft to Oracle Fusion HCM.

Why DataTerrain ?

The energy company chose DataTerrain due to:

  • Proven Expertise: DataTerrain’s experience in handling complex HCM reporting projects, especially those involving migrations from PeopleSoft.
  • Pre-Built Oracle HCM Reports Repository: DataTerrain offered pre-built report templates for areas such as payroll, benefits, taxes, and compensation.
  • Real-Time Information Delivery: Data available in various formats across multiple devices for timely updates.
  • On-Time and On-Budget Delivery: A strong track record of delivering successful projects within scope.

DataTerrain’s Oracle HCM Reports Migration Methodology

DataTerrain utilized its proprietary zero-defect methodology to ensure a smooth migration process. The migration was structured into three key phases:

1. Analysis and Documentation

Each report was mapped in a detailed Oracle HCM mapping document that outlined the business requirements and components necessary for data feeding. During consultative discussions, DataTerrain introduced Oracle Fusion HCM features to the client’s stakeholders, ensuring they reimagined their reporting needs based on the capabilities of Oracle Fusion, rather than relying on their past experience with PeopleSoft.

  • Customization: Additional fast formulas and value sets were created to address gaps in reporting needs, helping the organization fully utilize Oracle’s capabilities.
  • Validation Plans: These documents were approved by key stakeholders and served as the foundation for development and validation efforts.

2. Development and Validation

Based on the mapping documents, reports were developed using one of three methods:

  • BI Publisher Reports: Templates and custom layouts designed to meet the organization’s specific reporting needs.
  • HCM Extracts: Standard formats or Excel outputs based on data volume and complexity.
  • OTBI (Oracle Transactional Business Intelligence): Self-service, dashboard-embedded reports with rich visualizations that allow users to generate ad-hoc reports and alerts.

Throughout the development process, DataTerrain provided continuous validation to ensure any issues were addressed early on, minimizing potential disruptions. Oracle Service Requests (SRs) were raised and resolved by DataTerrain to ensure smooth operation.

3. User Acceptance and Knowledge Transfer

After migrating reports to production, users performed another round of validation. With the final approval, reports were rolled out to the target user base. DataTerrain’s team provided comprehensive knowledge transfer sessions to the company’s HR and IT teams, ensuring they could manage the reports effectively.

Results and Success Factors

With the successful migration to Oracle Fusion HCM, the energy provider now benefits from Oracle’s latest reporting features, improving decision-making and responsiveness across its HR functions. DataTerrain’s approach was highlighted as a critical factor in the project’s success due to:

  • Oracle Connect: DataTerrain’s ability to interface directly with Oracle resulted in faster issue resolution, accelerating the project timeline.
  • Technical Expertise: DataTerrain’s team filled a critical skill gap, helping the client navigate Oracle Fusion HCM’s complex reporting features.
  • Global Delivery Model: DataTerrain’s round-the-clock project governance ensured transparency and timely progress updates, keeping stakeholders informed and accelerating decision-making.

Conclusion

By partnering with DataTerrain, this leading US energy provider successfully transitioned from PeopleSoft to Oracle Fusion HCM, gaining access to cutting-edge reporting tools. With all reports now fully integrated into Oracle Fusion, the company can take advantage of predictive analytics, machine learning, and other advanced features to better manage its workforce and meet the demands of a dynamic energy market.

DataTerrain continues to support the company’s HCM transformation, helping it maximize the benefits of Oracle Fusion HCM while ensuring a fast return on investment.