Navigating change: Driving successful adoption of Oracle Cloud applications in a financial services firm
A global financial services firm had recently deployed Oracle Fusion and Oracle Cloud applications. However, failure to take a holistic approach to the implementation led to critical gaps in the team's knowledge, causing poor adoption of the new software. This case study explores how we worked alongside our client to ensure alignment and provide ongoing support during the transition.
Service
Sector
“Failure to take a holistic approach to the implementation led to critical gaps in the team's knowledge, causing poor adoption of the new software.”
The Challenge
As part of their 2024 strategy, our client aimed to implement a unified solution to support their global people and finance functions. They selected Oracle Fusion and its associated Oracle Cloud applications to replace their existing systems for people, finance, and financial reporting. The deployment of Fusion for the people function was a resounding success, a testament to the team's dedication and hard work. However, the finance function encountered challenges. The change team had failed to scope the training requirements for the various custom Enterprise Performance Management (EPM) applications, focusing solely on the Enterprise Resource Planning (ERP) modules. This left a critical gap in the training needed for the successful delivery of the EPM solutions and user adoption.
The Solution
To address the compliance and reporting dependencies tied to the EPM solutions, we took the following steps:
- Training Needs Assessment: We swiftly defined the training needs for EPM users, ensuring all essential areas were covered.
- Collaboration with Application Owners: We worked closely with application owners to understand the scope of each module and their phased go-live timelines.
The Impact
The client successfully navigated the deployment of the EPM solutions through a focus on two main areas:
- Live Training Sessions: We delivered comprehensive live training sessions focusing on Fusion functionalities and other critical reporting tools.
- E-Learning Support: Post-go-live, we provided e-learning courses to ensure users could access ongoing support; this was crucial as the EPM application expanded to cover additional use cases.
