Implementing Oracle solutions is a transformative journey for businesses, signifying a strategic commitment to efficiency, innovation, and optimized operations. Whether deploying Oracle Cloud applications, database solutions, or enterprise software, the implementation process is pivotal in reshaping organizational landscapes and fostering continuous innovation over time.

This article delves into the intricacies of Oracle implementation, exploring critical steps, best practices, and the transformative impact that adopting Oracle technologies can bring to enterprises across diverse industries. We’ll also discuss how our Oracle consulting services can help you automate manual processes, improve operational efficiency, and reduce costs.

Five Steps to Implement Oracle HCM Cloud Services

Here’s an outline of the main steps required to facilitate a successful Oracle Cloud implementation:

1) Plan

Project definition

Outlining the definition for each digital transformation project establishes the foundation for a successful implementation, helping project teams reduce the risk of error and proactively prepare for project setbacks.

This step requires project teams to outline project intent, create a mission statement that incorporates all requirements and objectives, build a project roadmap with well-defined goals and scope, and assess critical internal and external staffing requirements.

Project team

Building a team for cloud projects is easier, eliminating the need for report builders, software installers, hardware architects, custom application coders, and other members specializing in critical on-premise components.

An effective project team typically includes a trusted Oracle implementation partner, a dedicated project manager, an executive or steering committee, and other employees and executives who advocate for the project and remove roadblocks as they arise.

Project design

Modern cloud services simplify traditional project design and configuration tasks, enabling organizations to accurately outline the Oracle applications, third-party systems, and other related applications to be deployed and integrated.

In this phase, users will outline critical data definitions, user requirements, chart of accounts, configuration tasks, and all other related business processes required to design, deploy, and manage new Oracle Cloud applications.

Project rollout

This phase requires customers to determine which business units and locations will be impacted, including the sequence of implementation steps, key requirements, and critical go/no-go milestones in the project schedule.

Users should also include any key metrics that will be monitored and analyzed to and through the predefined implementation period, whether you’re implementing on-premise or cloud systems.

Project communications

To facilitate a successful implementation, users should outline core internal communication requirements that build awareness for core project initiatives, send regular updates about implementation progress, and effectively manage change across teams.

2) Implement


Modern cloud implementation and migration projects focus on configuration rather than customization, requiring customers to configure specific organizations, user roles and responsibilities, data structures, and hierarchies to innovate faster and maintain data security.

In this phase, users can configure core implementation activities and connect them to existing business processes and workflows for a seamless project experience.


While not always required, implementation projects typically come with some degree of integration to connect critical business functions, third-party solutions, and legacy systems into comprehensive cloud applications. Users can leverage the Oracle Integration Cloud to plan, streamline, and simplify any integrations and maintain existing integration frameworks across their organization.

Data Management

When it comes to migrating from on-premise systems to ERP cloud solutions, customers must navigate complex data scenarios and ensure consistency across all disparate systems and enterprise data sources. This phase requires users to extract, transform, load, and assess data and complete normalization tasks to facilitate effective data movement and management across teams and systems.


Oracle HCM Cloud applications come with predefined reports and advanced reporting capabilities to organize and manage reporting requirements into the following categories:

  • Determine which reports must be generated and distributed to and from the Oracle HCM Cloud
  • Identify the reports that can be replaced with real-time data and embedded analytics in the new cloud application


Preintegration between Oracle SaaS applications and other critical systems removes traditional integration complexity and enables users to preserve extensions whenever the application is updated or modified. Users can leverage Oracle Platform-as-a-Service to extend applications or develop complementary capabilities as needed.

3) Verify

Once all implementation tasks are complete, organizations must verify the accuracy and completeness of all activities against critical project requirements and definitions.


Workflows connect and drive business processes and end-to-end enterprise activities. Users must verify both primary and branch paths and outline the decision logic variations of each workflow.

Data quality

Users should verify the following characteristics associated with migrated data: conformity to the established data dictionary, cleanliness, concurrence with the predefined period pull, and correctness.

Data archive

When moving from a legacy system to a new cloud system, users must archive data that are not migrated to the new system and preserve their old system’s data with read-only access.


Users must determine, assess, and verify security protocols and test the main operations of CRUD or persistent storage: download, view, update, and delete access to sensitive data, user configurations, system logins, report modifications, and more.


Outlining user roles and responsibilities ensures that all applicable job titles, positions, and roles are properly determined and implemented and makes it easier to define work activities and map them to roles for improved data security.

4) Prepare

Once business approvals are in place, organizations must prepare their cloud ERP system for the production environment by ensuring readiness in the following categories:


Complete core training and change management activities to assess the effectiveness of initial implementation tasks and ensure users are well-informed about the new enterprise system.


Outline initial values in the new system and complete a list of final items that will be addressed, corrected, or modified in the cloud.


Provide user access to usernames, passwords, and other related user information and outline steps for assistance once their new system goes live in the production environment.

5) Deliver


Collaborate with the project team and other associated partners to identify core achievements and areas of improvement for the project and assess cultural aspects, user acceptance, and change management activities in a comprehensive debriefing session.


Review metrics from the initial preparation step and regularly report on their performance, consider their impact, and assess their potential use across other digital transformation efforts.

Ongoing Training

Establish training programs for new hires and conduct ongoing training sessions for users to maximize productivity and extend applications knowledge across teams.


Participate in the Oracle Cloud Community to get involved, ask questions, and learn from other users and subject matter experts across products, locations, and industries.

Oracle Cloud Implementation Support with Surety Systems

Personalized Oracle implementation services play a crucial role in ensuring the success of Oracle system implementation by tailoring strategies to meet each client’s unique needs and objectives and offering expert guidance and support throughout the implementation process.

Our senior-level Oracle consultants at Surety Systems bring a wealth of experience and deep knowledge of Oracle Cloud applications, allowing them to address specific challenges and help clients leverage the full potential of their Oracle systems.

With a focus on customization and client collaboration, our Oracle consulting services become a key driver in achieving a seamless and successful implementation that aligns precisely with organizational goals and transcends the reach of traditional consulting and managed services firms.

Partnering with the Best

Surety Systems has the right team for the job, from initial implementation planning and product innovation strategies to post-production support and value-driven optimization.

For more information about our Oracle consulting services or to get started on a project with our team of expert Oracle consultants, contact us today.