CON9091 - Xiang-CON9091 How McKesson Successfully Delivered The Largest Oracle HR Analytics Project Ling Xiang Public

How McKesson Successfully
Delivered the Largest HR

Analytics Project
Ling Xiang Oracle BI Applications Product Manager
Ian Leath Enterprise Solutions Director McKesson
Barry Cooper Head of Development McKesson
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 2
The following is intended to outline our general product
direction. It is intended for information purposes only, and
may not be incorporated 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, and timing of any
features or functionality described for Oracles products
remains at the sole discretion of
Oracle Corporation.
Oracle BI Applications Product Family
Rapid Performance Insight
CRM ANALYTICS
ORACLE BUSINESS INTELLIGENCE FOUNDATION
AND OTHER OPERATIONAL
AND ANALYTIC SOURCES
SOURCE ADAPTERS:
SALES
Pipeline Analysis
Forecast Accuracy
Up-sell/Cross-sell
Cycle Times
Lead Conversion
Sales Team
Effectiveness
MARKETING
Campaign
Effectiveness
Customer Insight
Product Propensity
Market Basket
Analysis
Campaign ROI
SERVICE & CONTACT
CENTER
Service Effectiveness
Customer Satisfaction
Resolution Rates
Service Rep
Efficiency
Service Cost
Service Trends
PRICE
Price Segments
Price Waterfall
Analysis
Deal Life Cycle
Deal Desk Analysis
Product Pricing
Performance
LOYALTY
Member
Demographics
Membership Trends
Promotion Cost
Promotion
Effectiveness
Points Analysis
ERP ANALYTICS
FINANCIALS
General Ledger
Accounts
Receivable
Accounts Payable
Fixed Assets
Profitability
Expense
Management
PROCUREMENT &
SPEND
Direct & Indir Spend
Sourcing
Buyer Productivity
Contract Compliance
Supplier Perf.
Purch. Cycle Time
Employee Expense
SUPPLY CHAIN &
ORDER MGMT
Revenue & Backlog
Inventory Analysis
Fulfillment Status
Customer Status
Order Cycle Time
BOM Analysis
PROJECTS
Project Funding
and Budget
Product Cost
Project Revenue
Project Billing
Project Profitability
Resource Mgmt
HUMAN
RESOURCES
Empl. Productivity
Compensation
Talent Management
Recruiting Analysis
Learning Analysis
Workforce Profile
Time & Labor
MANUFACTURING
Plan to Produce
Work Orders
Inventory and WIP
Quality, Resource
Usage
Bill of Material
Costing
ENTERPRISE ASSET
MANAGEMENT
Maintenance History
Maintenance Costing
Asset Genealogy
Breakdown &
Preventive
Quality
Inventory
STUDENT
INFORMATION
Admissions and
Recruiting
Student Records
Student Financials
Pre-Built Analytic Warehouse
1.
Business Analytics Warehouse
Over 300 star schemas
Designed for analysis and reporting
2.
Role-Based Dashboards Best Practice Metrics
3. 4.
Over 10,000 metrics
Additional pre-defined calculations
Based on best practices
Pre-mapped integration
Fusion, EBS, PSFT, SEBL , JDE, IBM
Role-based Security

Over 500 Dashboards and Pages
Over 3,000 reports
Across Lines of Business
Certified Application Integration
Oracle BI Apps: Deeper than Dashboards
Whats in Human Resources Analytics (11.1.1.7.1)

Retention
Overview
Retention Hotspots
Top Performers
Trends
Absence and Accrual
Overview
Accrual
Absence Trends
Absence Details
Absence Calendar
Compensation
Overview
Salary Compression
Pay for Performance
Fusion Embedded
Content
Workforce Trend
Turnover Trend

Workforce Effectiveness
Corporate Contribution
Effectiveness
Trends
Workforce Deployment
Overview
Staffing
Demographics
Trends
Workforce Development
Overview
Employee Performance by
Supervisor
Employee Performance
Supervisor Performance
Internal Mobility
Top Performers
Under Performers

Recruitment
Overview
Requisitions
Vacancy Analysis
Recruitment Pipeline
Offer Analysis
New Hires
Applicant Pool
Quality of Hire
Recruiter Effectiveness
Requisition Recruitment
Activities
Recruitment Event Details
Candidate Sourcing
Learning
Overview
Manage Enrollments
Training Results
Delivered Training

Time and Labor
Overview
Timecard Monitoring
Processed Time
Time Coverage
Time Trend
Estimated Labor Cost
Payroll
Overview
Payroll Trend
Payroll Cost
Overtime Spend
Payroll Labor Hours
Dashboards 11 Dashboard Pages 55 Reports 323 Attributes 683 Metrics 600
Benefits of Time and Labor
Analytics
Gain quick insight into key time collection
metrics and monitor timecard status
Analyze reported time trend and time usage
pattern
Track productive and non-Productive time and
control overtime usage
Check reported and processed payable time
variance
Analyze time posting to payroll and projects
Easy navigation from key metrics, time trend
to transactional timecard details
Support Oracle and PeopleSoft Time and
Labor; Support for Fusion Time Labor is
planned

What Is New HR Analytics 11.1.1.7.1
Time and Labor

A new star schema to store pay run
transactions including earnings, deductions,
taxes and special balances
Aggregate payroll balances into configurable
summary measures for better total
compensation and cost analysis, e.g. total
base pay, employer-paid healthcare cost and
taxes, etc.
Time trend analysis on payroll measures e.g.
year, quarter, month and year ago
Custom fields to extend payroll balances
Support Fusion, EBS and PeopleSoft Payroll
(including North American and Global Payroll)
Benefits of Payroll Analytics

Payroll

Dimensional enhancements
New HR Assignment dimension to support multiple assignments
New HR Person dimension captures the static view of a person (no history); new HR
Person Legislation dimension to support legislative attributes, e.g. ethnicity and
captures history
New Cost Center dimension (derived from an employees department)
New HR Supervisor hierarchy at the assignment level instead of at employee level
New HR Position hierarchy
New Compa-Ratio Band dimension
New Legal Entity dimension
New Reporting Establishments dimension
Core Workforce Enhancements

All fact tables have been enhanced to support new dimensional
changes
New Performance Band in Learning Enrollment and Completion
subject area
New Workforce frozen snapshot to support as-Is and as-was reporting
Enhanced Type 2 slowly-changing dimension joins (use Type 1 original
key plus Effective Date)
Redesigned Compensation dashboard to analyze salary compression

Other Enhancements
Next Generation Data Integration

Oracle Data Integrator provides
In-database E-LT Transformation vs. E-T-L
Best in class performance, scalability, availability
Lightweight deployment for lower TCO
Faster time-to-value through declarative design

Oracle Golden Gate option for BI Apps
Reduce load on source system by streaming data
continuously into persistent store in the DW
More reliable change data capture and delete
support
Enables near real time DW refresh

BI Apps 11.1.1.7.1 with Oracle Data Integrator and Golden Gate

HR Analytics Roadmap
Current Releases and Roadmap
For Applications Unlimited customers
ETL with Informatica

For Application Unlimited customers
New ETL with ODI
New Golden Gate option
New Time and Labor Analytics
New Payroll Analytics
New Adaptor: PeopleSoft Global Payroll

Fusion & AU: release alignment
Dual ETL ODI and Informatica

New content: Talent Profile Analytics

New cloud adapters: Adapters to Fusion
HCM Cloud Services, Taleo Recruiting
adapter
Co-existence of Fusion, Taleo Clouds and
Apps Unlimited in HR Warehouse

New: Better support flexfield extension

Cost of Ownership Improvements: Data
Lineage, ETL Validation, platform support

Endeca Extensions

BI Applications as Oracle Cloud Service

New content: HR/Financial integration,
continuous Talent Management
enhancements

New Cloud Adaptor: Fusion Time and Labor

Unstructured/big data analytic applications
e.g. employee survey analysis

Continue user experience redesign by
leveraging BI Foundation Suite platform
developments including Mobile App Designer

Additional cost of ownership improvements

BI Apps 7.9.6.4
January 2013
Whats Next
0-12 month planning cycle
Future Directions
Post 12 month planning cycle
BI Apps 11.1.1.7.1
May 2013
HR Analytics Cloud Integration
ETL
PSFT HCM
Other Sources
EBS HCM

OBIA Data
Warehouse
OBI Applications
BI Common Semantic
Model
BI View Objects
Fusion HCM SaaS
OTBI
BI Common Semantic Model
Taleo Recruiting
Flat Files Extract
On Premise
SaaS Cloud
E
T
L

ETL
OTBI
OBIEE Semantic Model
Release 8
Release 9
Whats Planned: Higher Value Prebuilt Analytics
Fusion OTBI
(real-time operational
analysis & reporting)
HR Analytics
(historical analysis on
structured metrics)
T
o
d
a
y

Fusion OTBI
(real-time operational
analysis & reporting)
HR Analytics
(historical analysis on
structured metrics)

Predictive Metrics
(smarter KPIs)

Operational Modeling
(domain specific forecasting
and performance mgmt)
Essbase Extensions
How many should I hire to meet projected
demand?
Endeca Extensions
Why is attrition in the Midwest spiking?

Workforce Sentiment
(unstructured analysis of
surveys and reviews)

Advanced Analytics Extensions
Will more training increase employee
productivity and by how much?
F
u
t
u
r
e

McKesson Corporation Confidential and Proprietary
How to Successfully Deliver the Largest Oracle
Human Resources Analytics Project

Open World 2013
Ian Leath
Enterprise Solutions Director
Barry Cooper
Head of Development
14
Leading change for 180 years
Innovating
Quality, Safety and Efficiency Solutions

Revolutionizing
Industry Practices

Pioneering
Drug Distribution and
Manufacturing

1833
Founded as drug
importer and
wholesaler
Mid to late 1800s
Established
first U.S. national
drug distribution
system, with
covered wagons
delivering products
to 17 states
1870
McKesson Labs
introduces first
easy-to-swallow
gelatin-coated pill
Early 1900s
Became leading
distributor of
drugs in U.S.
1964
First to manufacture
generic form of
Tetracycline
1968
McKesson Labs
became No. 1
maker of Vitamin
C and aspirin in
United States
1989
Introduced first
PC-based real-
time ordering
system for
pharmaceuticals
1990
Launched
McKesson IOG
in England &
Ireland
1990s
Merged with leading IT,
supply and automation
companies to become
largest healthcare
services company
1999
Launched
McKesson IOG
in France &
Netherlands
2011
McKesson
acquire System
C Healthcare
At the forefront of innovation
in healthcare since 1833
2012
The UK's
leading Health
and Social
Care IT
Solutions and
Services
provider
15
Our global presence
US$112 billion
turnover worldwide
USA
McKesson Corporation founded 1833 Employs
more than 36,000 staff globally
Leaders in information technology,
pharmaceuticals, pharmacy automation and
disease management solutions
UNITED KINGDOM
McKesson founded 1990
Staff 750 +
Leading health and social care IT provider
Used by every NHS healthcare provider Fastest
growing system supplier in social care
NETHERLANDS
Employs more than 90 staff
McKesson systems support 1/5 of all patients in
hospital or mental care
IRELAND
Our Picture Archiving and Communications
System is being installed in more than 30 hospitals
across the Republic.
FRANCE
Employs more than 320 staff
#1 Supplier of e-prescribing and nursing systems in
the acute sector
GERMANY & SWITZERLAND
McKesson Cardiology imaging technology is used
in more than 30 hospitals
Ranked #14
Fortune 500
16
Location & Staff
Over 99%
of all NHS organisation in England
and Wales have McKesson
solutions and services

17
Organised into 2 Business Units
Workforce Solutions
A unique portfolio of products and services designed to accelerate the benefits of the NHS Electronic Staff
Record (ESR)
Health & Social Care
Responds to the markets increasing requirement for solutions which reflect the care journey ignoring
boundaries between hospital, community and social care
18
Workforce Solutions
The Electronic Staff Record (ESR) HR
and payroll system for the NHS in
England & Wales
McKesson Shared Services (MSS)
provides payroll outsourcing services to
NHS organisations
ESR has delivered major savings to the NHS through
replacing multiple separate HR and payroll systems. It
replaced 67 HR systems, 1702 in-house trust systems and
28 payroll systems
It continues to offer NHS managers the tools needed to
more efficiently manage their workforce and meet the NHS
requirements for higher productivity and lower costs
10 year contract value is 500m
Worlds largest integrated HR and payroll system, paying 1.4
million NHS staff every month (7% of the working population)
Provides HR, payroll and pensions services to 50 NHS
organisations
Delivering the ALBs contract with Logica
Includes electronic efficiency tools such as absence
management, electronic timesheets and electronic
expenses management the Electronic Payroll Suite
Also covers Client Services everything from education
and consultancy to project management
19
The Electronic Staff
Record and the NHS
20
McKesson Corporation Confidential and Proprietary 21
The NHS is the fifth largest
employer in the world
The largest employer in the UK
Employs over 1.4million people in
England and Wales
574 organisations
Free at the point of care
22
The National Health Service (NHS)
The NHS Electronic Staff Record (ESR)
replaced

HR systems
67
1,702
in-house
28
Payroll systems
is the complete workforce management tool for the
NHS

Terms and conditions
Training history and qualification
Absence history
Occupational health information
Training management and E-Learning delivery

Single workforce IT system for a
devolved NHS
23
The National Solution for the NHS in England and
Wales

420
organisations

paygrades
Assignments an hour

1.4
million employees

250,000
allowances

of the
working population

12
million lines
of custom
code supported

2
million payslips
per month
350,000
175,000

51.5
million
lines of code
and configuration
7%

300,000
joiners a year

265,000
leavers a year

The Worlds largest
integrated HR & Payroll
system
24
Unique issues and challenges
Error affecting 0.1% of assignments means 2,000 problems for ESR;
Replication of faults for a resolution can sometimes be extremely difficult;
There is nothing else on the scale of ESR.
Very Severe SLAs
100% Pay Accuracy;
99.6% Availability;
100% of the Service Fee is at Risk each Month.
All new Functionality needs to be scalable
Performance testing of paramount importance;
100% goals with penalties attached makes change a major risk.
25
Unique Challenges
What the ESR Solution Delivers Today
Application HCM 12.1.3
Database 11gR2
IBM Power7 running AIX OS
20 TB Database
5 million assignments processed each month
$3 billion per month payroll value
Payroll processing peak rate circa 175k assignments per hour
44,000 Professional Users
4500 concurrent users (Maximum)
Approx. 1m Enabled Self Service Users (Manager/Employee)
27
Operating Facts of ESR
ESR Solution Components
Interfaces
Registrations
HR/
Payroll
Self Service
OLM

eLearning Data
Warehouse
Reporting
NHS Layer Configuration
500+ Customisations
E-Business Suite
Oracle HCM R12.1
Oracle Database 10G
IBM POWER7
AIX 6.1
ESR Functional Components
HR/Finance Establishment (Workstructures)
Core HR Payroll
Learning
Management
Absence
Management
Recruitment
Employee/Manager Self Service and Shared Service
Talent
Management
Local Reports
Data Warehouse
Strategic
Decisions
eRec
eKSF
GMC
NMC
T&A
BACS
GL
BACS
EDI
eProd
Smart
card
HR Analytics How Did We Do It?
Drivers to Move to OBIA
Provide a new reporting facility which would become the strategic
reporting tool of the future.
An independent data warehouse.
Provide Line Managers with more analytical analysis reporting
capability.
Report scheduling (not available in Discoverer)
Replacement of the Discoverer Reporting solution (this is a much
longer term aim/goal)
32
Drivers to Move to OBIA
The Proof of Concept
Primary focus on ETL incremental timing
Ability to load the data from a typical business day (online and batch
activity) within the incremental window
Target 3 hour window for the incremental load
Secondary focus on functional data model and capability
PoC was jointly run exercise with Oracle providing specialist OBIA
expertise alongside our own application and technical specialists.

34
Focus of the Proof of Concept (PoC)
Warehouse populated every night with incremental data amendments
therefore data is maximum 24 hours old
Empower the customer to take ownership for the dashboard and analyses
development
OBIA facility should be launched from within ESR, logging the user into
OBIA with their correct security context
Used the out-the-box dashboards and analyses as a template / guide for
developing their own
Kept the seeded subject areas
35
PoC Customer Needs & Expectations
Some standard EBS functionality not replicated by OBIA
Competencies, Qualifications, E-Learning (player aspect)
Element entries, Grades and Spine Points (non Comp workbench salary)
Various Extra Info Types (EITs) and Special Info Types (SITs)
Some of the things we knew we would need to customise
Custom Data Security Model (VPD and STC)
Absences (assignment level) timeline and costing
Payroll costing and GL mappings
36
PoC McKesson Expectations
The Project
Aggressive timeline, with Programme-level commitment to go-live
end of March 2013
Project kick-off in September 2012
Multiple streams to cover analysis, infrastructure commission and build,
education, development and test
Structured end user education approach train the trainers
Phased rollout to all organisations
38
Project Goals & Deliverables
Governance
Internal Project Board
External Project Board
Delivery
Development team
Functional Analyst/Design
Testing
Education
Project Manager, Technical Architect and DBAs
39
Project Structure
Things we expected to
be straightforward
Security Profiles
No out-of-the-box organization security although examples on how to
implement are included in the manual
No generic out-of-the-box integration of EBS security profiles in OBIA
EBS Responsibility mapping to OBIA roles
No automatic mapping
Mapping is a customization in OBIEE. The documentation does mention
how to do it but its not out the box

41
#1 - Security
There is no discrete Assignment dimension. Assignment level data items are
included in the Person dimension
We had to build our own Assignment dimension and link it into every FACT

#3 - Others (quick round-up)
No out-the-box support for EITs and SITs
Organization Reporting (drill) hierarchy
Terminology
42
#2 - Assignments
Beware how you implement date tracked changes in the ETL so
that all date track changes from EBS are accurately reflected
OBAW by default does not cater for history stored in source (Siebel)
system, so has its own implementation for recording history of change
Date tracked deletes not implemented out the box
Some date tracked changes not replicated across correctly
44
Data Change History/Date Tracking
Integration
Not as tight as between Discoverer and EBS
Data security
Agents / Scheduling
Others
Payroll mapping
Data truncation
Absences mapping, especially with open-ended absences
Data quality and the ETL
45
Other Challenges
Lessons Learned
Is it for you and your implementation? Why we turned it off.
Functional breadth
Data depth
Implementation

Dont rely on the cache to fix what you think may be performance
problems design your solution with performance in mind.

47
BI Caching
BI repository not ideally suited to collaborative working
DAC & Informatica is easier to collaborate on
Various 3rd parties have recommendations on multi-user-
development techniques, and plenty of information in the
Blogosphere. Worth the research up front
As per EBS, observe rules about custom object naming
conventions

48
Development Practice
Success of the project relied heavily upon our skilled and
experienced team
Positive outcome because of the McKesson skills and help from a
direct route into Oracle development
Many of our solutions to product issues were fed back to Oracle so
that they could be included within the core product at a later date

49
A Positive Outcome
A Successful Project
The project went live as planned at end of March 2013 and the
customers love it!

51
A Successful Project
Management Overview Dashboard
Example Competency Analyses
Absence Trends Over Period Analyses
Monthly Pay Bill by Element Group
2.3 billion Payroll FACT records
360 million/year or 30 million/month estimated growth
237 million workforce event/month FACT records
369 million absence event/ month FACT records.
41 million absence dimension records
13 million employee dimension records
Typical incremental load takes 4 hours
Initial full load (from live ESR source) takes 3 days
56
How Large?
57

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