Session ID:

Prepared by:

Remember to complete your evaluation for this session within the app!

110390

Learn how ya moved from PeopleSoft on Prem to a full cloud suite of ERP, HCM, EPM in less than 1 yr

Hear the story, follow the process,

understand the challenges and lessons

learned, hear the end result2/26/2018

Glynn Malagarie

Director, ES&A Practice

Huron Consulting Group

How do you get to

Carnegie Hall?

PRACTICE!

How do you modernize to a

full cloud suite deployment of

ERP, HCM, ePBCS, and

Sales Cloud in less than 1

year?

PLAN TO

SUCCEED!

How do you plan to succeed?

Glynn Malagarie▪ ES&A Consulting Director▪ Project Manager▪ 20 Years Oracle experience

Who is ya?

Story of ya

• Very fast growing, B2B and B2C digital marketing firm

in Minneapolis MN

▪ Company’s top priorities:

▪ Forecasting & Predictability of financial data for investors

▪ Revenue Recognition; Invoice Processing / Accurate Billing

▪ Capture Cost and Profitability by Project

▪ Existing PeopleSoft Financials and HCM solution was

not fully utilized

How it started

In October 2016, ya launched the Polaris project, a multi-phased Enterprise

Resource Planning (ERP) initiative to integrate and manage important parts

of their business. Leveraging Oracle’s Cloud solutions, their goal is to

create a solution that delivers:

Integrated Process and technology, Optimized and Leveraged for Accurate,

Real-time Information to serve our customers and drive Sales and EBITDA

growth.

The Process

Process

• The consulting team worked with functional business users from ya to

perform a single global design for the future state process utilizing Oracle

Cloud Financials, HCM, Sales Cloud, PPM and EPBCS products.

• Week long Design Showcase delivered by key business users to the

leadership team and peers

• Project Planning in multiple phases to deliver value at intervals that made

it easier to consume by the business

• Execution of plan - 12,538.5 total hours logged

Phased Approach

• Phase 1 - Design

• Phase 2 - ePBCS

• Phase 3 – GL, AP, Expense, Purchasing, Fixed Assets, Core HR, Sales

Cloud

• Phase 4 – Project Portfolio Management, AR, Absence Management,

Benefits Management, Time & Labor, Talent Acquisition, integrations

Integrations

• Sales Cloud to Project Portfolio Management

• Human Capital Management to ADP

• ADP to GL

• Bank reconciliations

• Positive Pay

• GL and Sales Cloud to ePBCS

Challenges and

Lessons Learned

Challenges

• Scope Creep

• Oracle upgrades mid implementation

• Resource attrition from business side

• Training

• Change Management

Lessons Learned

• Increasing functionality increases time and cost to implement

• Disruptions will happen. Prepare contingencies ahead of time

• Business continuity is critical. More than one person should have the vision for

the company, and they need to be in synch

• Training is more valuable than you give it credit for

• Over communicate changes to the organization. Nothing is too small to tell your

front line workers. They will be the ones most affected by the small changes

End Result

End Result

• Accurately forecast future revenue

• Report on profitability by project

• See costs in a clear manner

• Efficiently bill their clients

• Employees and Managers became empowered to manage their own data

Session ID:

Remember to complete your evaluation for this session within the app!

110390

gmalagarie@huronconsultinggroup.

com

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