MBP Higher Education

Oracle Modern Best Practice
Digital Business Processes for Higher Education

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Digital business processes that End-to-end across the

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Radically superior results
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Modern Best Practice for Higher Education
Finance Procurement Student Affairs Project HR and Talent

and Admissions Management Management
§ Asset Acquisition to § Insight to Smart Sourcing § Digital Student to Lead § Initiation to Sponsored § Recruit to Onboard
Retirement Project Plan
§ Requisition to Receipt § Digital Student Lead to § Benefits to Payroll
§ Budget to Approval § Supplier Return To Applicant § Sponsored Project Execution § Payroll to Payment
§ Expense Report to Settlement § Digital Student Relate to to Control
§ Time Collection to Payroll
Reimbursement Retain § Sponsored Project § Goal Setting to Performance
§ Supplier Invoice to Expenditure to Cost Control
Payment § Career Planning to
§ Sponsored Project Contract Development
§ Bank Transaction to Cash to Revenue
Position § Talent Review to Succession
§ Grant Award Funding
to Closeout § Absence Planning to
§ Daily Close to Financial Continuity
Forecast § Analysis to Sponsored
Project Optimization § Employee Insight to Work-
§ Period Close to Financial
Report Life Alignment
§ Employee Separation to
Workforce Analysis
6 Copyright © 2023, Oracle and/or its affiliates. All rights reserved. Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 6
Modern Best Practice for
Higher Education- Finance
Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 7

Asset Acquisition to Retirement
Higher Education
Acquire assets Recognize and Assign amortization De-recognition and

Record asset acquisitions
at all locations via
purchases, projects,
> register
Automated recognition of
assets on purchase.
> Automatically calculate
depreciation and rules
based on assignment to
> disposal
Manage valuations,
disposals,
>
grants, and contracts Dashboard driven cost center etc. using de-recognition, and
throughout the placement into service, GASB accounting retirements in
institutions. Secure useful life definition, and tax standards. Automatically compliance with legal /
interaction via social valuation track depreciation tax grant requirements while
network on open issues, breaks and deferrals maintaining accounting
questions, and approvals and tax position
alignment
Manage asset insights

Active management of fixed
assets via secure role-based
dashboard allowing
centralized monitoring,
alerts, reassignment, and
period close for all locations
Product Mix: ERP

Popular KPIs: asset aging, asset cost distribution, % fixed asset
loss
Cloud Mobile Analytics Social
Budget to Approval
Higher Education
Define strategic Create operating Monitor and

> > > >
Allocate financial targets
plan Allocate financial targets across plan consolidate
Link strategic goals to institution (e.g., college wide Allocate financial targets Monitor budget
student outcome network) across institution (e.g., participant progress and
initiatives, key college wide network) approval status
performance indicators,
and set targets
Approve budget
Approve and
communicate final
> Predictive
forecasting
and monitoring
budget Continually analyze
actuals, project trends,
assess variances, and
adjust plans
Product Mix: ERP, EPM

Popular KPIs: time to produce/approve/consolidate budget, %
variance
Bank Transaction to Cash Position
Higher Education
Review activities Initiate interbank Manage end of

> > > >
Bank validation
Review automated Daily interfaces with banks activities period positions
aggregation of featuring automatic Execute institution wide Automated month end
disbursements, payroll, comparison of records, cash management. statement reconciliation.
collections, investments automatic adjustment of Optimize balances across Balance sheet
and borrowing and view fees and minor differences. accounts using zero optimization with
highlighted differences Align daily balances balance schemes, etc.. automatic updates to
and variances to plan via Real-time review of bank forecasts and plans
secure role-based positions
dashboard
Product Mix: ERP

Popular KPIs: time to reconcile, no. of reconciliations
Expense Report to Reimbursement
Higher Education
Define expense Manage employee Review / approve Process expense

policies
Configure institution
expense policies,
> travel
Integration with GETTHERE
enables direct access to
> travel authorization
Manager (e.g., supervisor,
department head, and
> reports
Submit faculty / staff
expense reports on-the-go
>
templates, approval rules, travel booking sites, rules- division head) reviews travel with any mobile device.
and audit processes. based reservations, expenses with respect to Snap receipts, use voice,
Maintain the terms and automated itinerary budget and approves the leverage calendar events to
conditions to be downloads and automated travel authorization before create expense reports
accepted before expense creation of expense reports trip begins via task list
report submission
Process credit card

feeds
Secure and automated
> Manage cash advances
Self-service submission of
and processing of cash
> Analyze and audit
Leverage audit policies,
lists and selection criteria
availability of credit card advance requests. Actively to automate expense
transactions for expense monitor and follow-up on report audit processes in
reporting enabling timely overdue cash advance accordance with
approval of reports and balances with automated business policy
payments notifications
Product Mix: ERP

Popular KPIs: expense vs. budget, expense as % of revenue,
payment cycle
Cloud Mobile Analytics Social AI/ML
Supplier Invoice to Payment
Higher Education
Manage supplier Manage audits, Manage Settle liabilities

invoices
Leverage audit policies,
lists and selection criteria
> disputes,
and approvals
Manage rules-driven
> prepayments
and discounts
Manage prepayments
> Actively monitor and
process supplier and
statutory liabilities via
>
to automate expense approvals across any device across multiple devices secure interaction.
report audit processes in or desktop. Resolve and leverage competitive Process electronic
accordance with disputes and holds via a payment terms to payments, automated
business policy role-based dashboard and optimize discount pay runs, or off-cycle
secure social interaction opportunities payments
Review daily
activity
Review and analyze the
> Schedule payables
close
Stay on predetermined
day’s financial activity close schedule. Review
and monthly progress payables register, trial
balance, and
reconciliation reports.
Close payables period
Product Mix: ERP

Popular KPI: no. of payments, invoice payment days, % discount
taken
Daily Close to Financial Forecast
Higher Education
Post subledger Convert to Review daily

> > > >
Identify anomalies
activity Dashboard-driven institution standard activity
Automatically post all processing of alerts and Automatically revalue, Secure real-time review,
approved subledger notifications on anomalous translate, and convert analysis, and interaction
activities to the general transactions. Use secure subsidiary balances to on the day’s financial
ledger to ensure current social interaction for further institution currency and activities and progress
account balances research and review chart of accounts via any device
Set financial
forecasts
Modify and securely
share forecasts and
financial plans in light of
the posted activities from
the day

Popular KPIs: time to reconcile, no. of reconciliations
Period Close to Financial Reports
Higher Education
Close subledgers Reconcile accounts Close ledgers

> > > >
Pro-forma close
Monitor institution-wide ledgers Reconcile sub-ledgers Route close tasks to task
close status. Interact on to general ledger, owners automatically.
Prepare and review
and finalize outstanding automatically matching Collaborate to streamline
preliminary financial
sub-ledger transactions transactions to entries the close for each
statements. Prioritize
and exceptions division / department.
outstanding transactions
Monitor institution-wide
based on initial results close status
Consolidate
subsidiaries
Transform departments’
> Review and confirm
financial and
management
> Publish and
securely share
financial statements
> Update financial
forecasts
Modify forecasts and
results to the institution reports Distribute financial financial plans in light of
chart of accounts. Review consolidated statements to all the results from the just-
Revalue non-monetary results Including interested parties, closed period
balances and translate to encumbrance reporting, leveraging collaboration
the institution currency. using the same reports to incorporate feedback
Eliminate inter-institution as each department
activity and minority where applicable. Enter
interest final adjustments

>
Popular KPIs: time to close books, time to publish reports
Modern Best Practice for Higher Education -
Procurement

Insight to Smart Sourcing
Higher Education
Identify opportunity Develop Manage negotiation

> > > >
Initiate sourcing
Focus on high impact
event specifications Publish RFx to legally
opportunities by Align compliant prescribed channels or
analyzing spending Create policy-compliant to preferred vendor list.
(e.g., city, county, state or specifications with
patterns and supplier federal) online negotiation institution (e.g., college Suppliers submit
performance wide network) or GPO responses via online
through step-by-step tools and collaboration
needs by collaborating
guidance and templates
with experts and
stakeholders
Monitor response
Review and compare
submissions. Extend /
> Analyze and award
negotiations
Award business based
> Finalize contract
Streamline compliant
contract creation by
> Ensure utilization
Realize contract savings
by applying pricing
pause event based on on detailed bid analysis applying terms and and terms to covered
vendor responses and collaborative review conditions from purchases automatically.
(e.g., purchasing negotiation event and Continually analyze
committee) exception-based contract utilization
approvals
Product Mix: ERP

Popular KPIs: Non-contract purchase rate, price savings amount
Requisition to Receipt
Higher Education
Raise requisitions Create purchase Approve purchase

> > > >
Approve requisitions
Create purchase Route approvals orders orders (optional)
automatically or easily automatically based on Automate purchase Route approval
locate intended goods defined thresholds, order creation based on automatically according
and services from approval hierarchies (e.g., negotiated pricing and to predefined business
approved catalogs via head of department and contract terms. rules
consumer like UI faculty,) and purchase Automatic liquidation of
category. Automatically commitment
create commitment encumbrance(s) and
encumbrance(s) creation of obligation
encumbrance(s)
Dispatch purchase
orders
Automatically deliver
> Receive goods and
services
Record goods received on
approved purchase campus or at designated sites.
orders via secure Approve invoices for services
electronic channels or rendered to trigger automated
supplier portal matching
Product Mix: ERP

Popular KPIs: processing cost per purchase order, procurement
cycle time
Cloud Mobile Analytics Social Internet
of Things
Supplier Return to Settlement
Higher Education
Request RMA Load material Ship material

> > > >
Prepare material for
Institution or GPO Load the prepared Ship material to be
representative contacts
shipment material to the dock for returned and notify
supplier to authorize Consolidate and pack shipment supplier electronically
material from faculty /
return. Enter return department / division, to
shipment and record
RMA information be returned for credit
Receive material –
supplier (optional)
Receive replacement
> Record returns
transactions
Settle outstanding
materials from suppliers balance with supplier.
to inventory or specific Automate recording
faculty / department / returns for supplier
division location performance analysis
Product Mix: ERP

Popular KPIs: return amount, no of return transactions
Cloud Mobile Analytics Social Internet
of Things
Modern Best Practice for Higher Education -
Student Affairs and Admissions

Digital Student to Lead
Higher Education
Capture Data Research Student Nurture Student

> > > >
Social / Website
Centralize student data Listening Prospects Prospects
(e.g., college board, ACT Research behavior and Engage with student
Monitor social media /
/ SAT response, social identify division / prospects by target
website for prospective
media, college fairs, and department / faculty messaging, instant
student digital body
website queries) interests of prospective engagement, direct
language, click history,
students
requests for materials, etc.
Engage Student
Prospects
Share relevant digital
> Develop Initial
Dialog
Conduct dialog (e.g.
> Create Lead
Generate lead and
continue to nurture other
content (e.g. direct conversation, prospects who are less
personalized stories) with email, etc.) and capture engaged
student prospects to as much student
articulate and promote information as possible
the institution
Product Mix: Oracle Student Cloud

>
Popular KPIs: Lead Rate/Month, Engagement Rate
Cloud Mobile Analytics Social Big Data
Digital Student Lead to Applicant
Higher Education
Capture student Score student lead Assign and allocate

> > > >
Qualify student lead
lead Evaluate student leads and Use rules-based Assign scored leads to
Aggregate student leads prioritize. Rank leads on nurturing. Assign division / department /
across multiple channels relevant criteria (e.g., ACT / students to recruiters and faculty based on student
(social, campaigns, SAT scores, High School nurturing channels (e.g., academic interest and
events, etc.) GPA, digital footprint) face to face meeting, student recruitment
letter campaigns) interaction
Nurture potential
applicants
Use pre-configured
> Convert applicants
Convert qualified leads to
applicants
assessment templates to
review student leads.
Determine prospective
student pool for further
investment (e.g., campus
visit, open houses)

>Popular KPIs: Applicant Conversion Rate, % of Lead to
Applicant
Digital Student Relate to Retain
Higher Education
Capture data Review digital Create and launch

> > > >
Identify factors
Centralize student data Identify student success body language retention programs
and relevant and risk behaviors. Create Insight-driven analysis to Shape communication
communications from predictive models identify at risk students plans, construct coaching
mid-term grades, or groups. Alert message templates, develop
tutoring / counseling sent to mobile / desktop financial improvements
center visits, attendance, of faculty / staff / and student intervention
social media, etc. student programs
Validate retention
effectiveness
Use at a glance
>
dashboard analysis of
program effectiveness
for at risk student or
groups. Review and
repeat based on program
feedback and outcomes

Popular KPIs: Student Attrition Rate, Graduation Rate
Modern Best Practice for Project Management

Initiation to Sponsored Project Plan
Higher Education
Manage sponsored Define sponsored Define sponsored

> > > >
Define sponsored
project opportunity project project project plan tasks
Create sponsored Promote standardization scope and and schedule
projects from and repeatability with deliverables Schedule the sponsored
opportunities to track template-driven sponsored Specify sponsored project plan using the
and plan engagements project definition and project deliverables and intuitive and interactive
via multiple devices prioritize requirements Gantt. Collaborate
streamlined sponsored
during the application project initiation processes using flexible, multi-level among the sponsored
cycle requirements hierarchy project team to ensure
accuracy
Develop sponsored
project staffing plan
Identify resource needs,
> Manage sponsored
project budget
Automatically generate
allocate resources to the budgets from baseline
sponsored project, or project plans and
request best-fit resources expedite budget
by skills and availability. maintenance with guided
Gain visibility into project processes. Compare
labor, resource capacity, budget and actual costs
and planned utilization to ensure compliance
across all devices with legal accounting
requirements (e.g.,
GAAP) across sponsored
projects
Product Mix: ERP Cloud (Project Management)

Popular KPIs: approval cycle time, project ROI, budget variance,
no. of change requests
Sponsored Project Execution to Control
Higher Education
Execute sponsored Manage sponsored Determine

> > > >
Track sponsored
project tasks and project progress project changes sponsored project
deliverables Progress tasks anywhere, as Use a step-by-step issues
Collaborate on an integral part of work process to orchestrate Identify and document
sponsored project tasks output, for immediate and control changes to issues. Create action
and daily work, insight into sponsored sponsored project scope. items for timely issue
deliverables, documents, Raise and track change closure and collaborate
project progress and
and milestones, or earned value. Drive billing orders, assess impacts, socially to resolve issues.
propose new project obtain approvals, and Use analytics to get
from progress track implementation
scope. Manage and visibility of issue statuss
execute work socially, on
the go and in real time
Manage sponsored
project forecast
Generate forecasts from
> Manage sponsored
project performance
Spot sponsored project
published progress or health anomalies in real
sponsored project time using exception-
contracts. Evaluate based insight into key
impact of work estimates performance indicators
on forecasts to and project health trends.
proactively take Take action to keep
corrective action earlier sponsored projects on
track
Product Mix: ERP Cloud (Project Management)

Popular KPIs: % milestones completed on time, no. of schedule
adjustments
Sponsored Project Expenditure to Cost Control
Higher Education
Capture sponsored Distribute overhead Review and adjust

> > > >
Process sponsored
project costs project cost costs project costs
Standardize and Apply buildup of indirect Compare budgets and
automate cost collection transactions costs to expenditure actual costs. Analyze
for all sponsored project- Streamline import, items to report and account activity and
related expenditures validation, pricing, and account for the total cost reconcile balances.
using transaction and burdening of project costs of a sponsored project Perform online
budgetary controls. from multiple sources. adjustments to
Capture billable, or Perform borrowed and lent recalculate or transfer
internal sponsored processing for cross-charge costs
project costs printing
Record accounting
for project costs
Generate and post
> Allocate sponsored
project costs
(optional)
accounting entries for Allocate overhead costs
direct costs, indirect such as salaries,
costs, borrowed or lent administrative
costs, adjustments, overhead, and
allocations, and accruals equipment charges to
sponsored projects that
benefited from the
expenditures
Product Mix: ERP Cloud (Project Management, Financials)

Popular KPIs: budget variance, planned value, cost performance
index
Sponsored Project Contract to Revenue
Higher Education
Define sponsored
project contract
Simplify contract creation with template-
> Generate sponsored
project invoices
Automatically generate external
>
Review and manage
invoices
Manage invoices, resolve
>
driven processes. Ensure billing and and internal invoices for scope of processing exceptions, and
revenue recognition compliance while work according to contract terms, preview pro forma invoices via a
allowing project management autonomy based on the costs incurred, centralized work area.
milestone / percentage, business Summarize costs from multiple
rules, etc. sponsored projects / contracts
into one invoice
Release invoices
Transfer invoices to Receivables for
processing and collection. Support customer
> Manage sponsored
project revenue
Generate external, inter-company,
> Manage contract
lifecycle
Amend customer contracts
specific currency and accounting or inter-project revenue and with date-effective changes.
representation requirements recognize revenue in line with Reflect new contract terms in
financial regulations (e.g. GAAP). applicable transactions
Perform revenue trend analysis
based on real time progress (e.g.,
expenses exceed contract ,
contract exceeds expenses)
Product Mix: ERP Cloud

AI/ML
Popular KPIs: budget variance, planned value, cost
performance index
Grant Award Funding to Closeout
Higher Education
Receive award and Allocate direct and Manage billing and

> > > >
Manage award and
fund sponsored budget indirect costs drawdown
projects Collaborate in-context on Calculate, apply, adjust, Invoice sponsors in their
Create awards from awards and sponsored account and invoice desired format (e.g.
templates or integrate projects. Apply budget by direct and indirect costs institution form, letter
with a proposal system category and award at institution, of credit)
and fund any number of department, or award
period. Prevent overspend
sponsored projects. with an interactive funding specific rates
Allocate funding based award specific rates
matrix for cost control
on award periods across
multiple devices
Monitor award
performance
Visualize current
> Submit technical
and financial
reports
> Close award
Review award and
sponsored project related
spending status and drill Comply with the billing activity, analytics,
into funding, budget, and reporting documents and
commitment, requirements from conversations to ensure
expenditure details and sponsors and internal completeness and
all related conversations control via flexible compliance
just from all devices reporting systems
Product Mix: ERP Cloud

Popular KPIs: award vs. spend, no. of compliance issues
Analysis to Sponsored Project Optimization
Higher Education
Manage Sponsored Manage enterprise Optimize sponsored

> > > >
Analyze sponsored
Project Health project operations project hierarchy projects
Monitor sponsored Perform real-time analysis Organize sponsored Evaluate current
project health and on all aspects of sponsored projects into an sponsored projects and
performance trends; take project data including cost, enterprise structure to approve new work; close
corrective action to revenue, margin, utilization deliver summarized existing sponsored
resolve exceptions and insight for primary projects plus related
and delivery effectiveness.
optimize sponsored Facilitate decision-making investigators, such as contracts, incorporating
project financial aggregated labor best practices into
performance with analytics in the context demand. Enable ad hoc sponsored project
of business transactions
queries on business templates and
performance at all levels documents
of the sponsored project
hierarchy
Product Mix: ERP Cloud (Project Management), EPM Cloud

(Planning)
Popular KPIs: project ROI, budget variance, no. of change
requests
Modern Best Practice for Higher Education-
HR and Talent Management

Recruit to Onboard
Higher Education
Determine workforce need

Use workforce modeling and prediction to
identify resource, budget and educational
needs to support new degree programs
> Manage sourcing
Leverage analytics, social media,
current talent profiles, faculty
network referrals (e.g. speaker
>
Intelligent screening
Identify faculty and staff
prospects via multi-tiered
automated screening and
>
(e.g. PhD chairs and faculty) and online series and conference attendance, assessment tools. Review
curriculum, mitigate staff shortages such knowledge exchanges), internal candidate’s extra-curricular
as Dean and VP exits, and realize potential succession pipeline, job boards activities, background,
adjunct and contingent faculty and agencies to find the right qualifications, publications,
deployment options. Authorize job institution faculty and staff. Find academic appointments,
postings and requisitions candidates with the desire and certifications, and memberships
potential to meet future needs (e.g. societies, accreditation
such as expanding specialized boards, corporate boards).
degree programs Determine desirable candidates
and conduct interviews
Generate Offer
Select new hire, obtain required internal
approvals and electronically confirm / deliver
> Onboard new hires
Automate the completion of
onboarding tasks with new hire
> Establish Assignments
and Compliance
Enable and equip new
offer, including multi-step contract offers portal and dashboards. Manage resources. Manage benefits,
(e.g. adjunct faculty, re-appointments), along benefits, knowledge requirements knowledge requirements,
with handbook, contract, and union details and learning plans union and contract details,
for review and acceptance by new hire credentialing, and learning
plans
Product Mix: HCM Cloud, EPM Cloud

AI/ML
Popular KPIs: Time to Hire, # of Conversions of Channel X,
Rate of Acceptance, % Employees Trained, Retirement Rate
Cloud Mobile Analytics Social AI/ML Big Data
Benefits to Payroll
Higher Education
Define benefits programs

Define plans (e.g. fringe benefit
entitlements), eligibility and assess likely
cost. Reuse plan elements across
> Process enrollment
Schedule annual / periodic
enrollments for faculty and staff >
Administer employee
benefits
Prepare plans and manage
>
populations (e.g. tenured, adjunct). faculty and staff self-service
institution campuses as needed. Manage Process life events, on-demand
local and state plans. Administer tuition enrollments; integrate with
requests and fringe pool
waivers and sabbatical leaves allocations state benefit programs
Notify providers
Submit employee benefit enrollment
information to 3rd party benefit providers,
> Automate post to payroll
Automate processing to payroll
for the designated pay run.
and / or state agencies
Ensure fringe pools are
allocated correctly to funding
sources outlined in cost
accounting
Product Mix: HCM Cloud

AI/ML
Popular KPIs:, Salary Competitiveness Ratio, Cost/Employee,
HR-to-FTE Ratio
Payroll to Payment
Higher Education
Manage and monitor payroll

processes
Proactively monitor global payroll status
> Rules-based validation
Data-driven verification of
earnings, hours, local taxes and >
Schedule and distribute
payments
Generate and distribute faculty >
and processes across all campus deductions – generate fast and staff payments. Pass
locations via interactive dashboards formulas for faculty contract pay student wages to financial aid
(e.g. additional incentive entities to reconcile
compensation, multi-job FLSA OT, educational grants versus
thresholds and limits for student financial aid disbursements to
pay and 12 month benefits for 9 meet any threshold limitations
month employees)
Finalize payroll reporting

Generate and securely share payroll
reports, synchronize with general
> Tax and social compliance
>
Determine tax liabilities, prepare tax
filings and deposits
Maintain personal profile
Secure employee access to profile
information, pay slips, etc. Review
ledger. Push labor distribution details to contract pay terms and renewal
cost accounting for tracking grants, timelines
fringe pool allocations, and other funds
while supporting fund compliance with
retroactivity

AI/ML
Popular KPIs: Cycle Time To Process Payroll, Ratio of Salary
Competitiveness, % of Cost of Workforce
Time Collection to Payroll
Higher Education
Time collection
Capture time through various collection
devices or online methods. Configure
> Monitor time entries
Monitor time entries, statuses and
processes via different calendar
>
Perform time calculation
Execute rule-based time
processing and calculation >
union contract rules outlined in the MOU views. Identify any violations of such as by overtime, job
for time, compensation and payroll MOU rules and regulations (e.g. categorization (e.g. tenure,
discrimination) then log and track adjunct, staff), responsibility
incidents to ensure compliance is (e.g. program lead, department
met or matter resolved chair) and department
Approve time
Manage approval of time (e.g. sick leave,
grant work) entered by tenure, adjunct,
> Transfer time to various
consumers
Finalize time to payroll,
staff, etc. Approve everything or only
exceptions departments, grants, or any third-
party application as appropriate.
Submit required country-specific
reports (e.g. USA; IPEDS, EEO) by
collecting data such as time, payroll
and job category details

AI/ML
Popular KPIs: Cycle Time To Resolve Payroll Errors, Rate of
Absenteeism, Rate of Approvals, % of Vacation Days Used
Goal Setting to Performance
Higher Education
Align Goals and Draft objectives Improve goal Finalize goals

Institution Objectives
Define and align employee
goals to institution
> Faculty and staff reviews talent
profile to cross reference
evaluation with any relevant
> attainment
with social
Use embedded secure social
> Agree and finalize
objectives based on
feedback
>
objectives (e.g. new career goals. Employee shares collaboration to enhance goal
degree or specialty with manager the first draft of processes and increase
programs, research objectives for achieving set likelihood of success. Goal
projects, increase goals (e.g. meet tenure track processes can include
enrollment, satellite criteria, improve student professional designations,
campus expansions). satisfaction and retention, committee participation, (re)
Review goal progress with research projects) certifications
dashboards
Employee
self-evaluation
Faculty and staff conduct
> Solicit 3rd Party
Feedback
Employee identifies and
> Evaluate employee
performance
Review 3rd party feedback,
> Predict worker and
team performance
Predict voluntary
self-evaluation to asks relevant 3rd parties perform a fit / gap analysis turnover by analyzing
measure performance on (e.g. postdoctoral fellow, on relevant pre-defined factors such as risk of
goals and competencies. research project chair or competencies and update leaving, tenure status
Update talent profile with partner) to provide evaluation. Provide and performance
competency and career feedback on individual performance reviews , finalize (specialty courses taught
goal changes (e.g. evaluation, and update career vs. student satisfaction
completed doctoral plan scores) to take pre-
degree to achieve tenure emptory actions
status) accordingly

>Popular KPIs: Rate of Internal Job Hires, % of Workforce Below
Performance Standards
Career Planning to Development
Higher Education
Establish career preferences

Review / identify aspirational roles
(e.g. tenured, research project chair,
> Define talent profile
Match skills, competencies, and
content types such as degrees,
>
Define career goals
Create personalized goals-
incorporating blended learning >
postdoctoral fellow) suggested by licenses, certifications, programs, automated
managers, HR, or HR system. Define publications, academic suggestions, and on-the-job
desired professional designations, appointments and memberships training
committee participation and (re) (e.g. societies, accreditation and
certifications corporate boards). Identify gaps
for desired role (e.g. complete
doctoral degree to achieve tenure
status)
Social learning
Use embedded secure social tools to
foster institution-wide collaboration and
> Recognize career planning
Guide faculty and staff through
career learning paths (e.g. meeting
real-time knowledge transfer tenure track criteria) in talent review
and personal career progression.
Monitor and update regularly to
incorporate new skills / experience

AI/ML
Popular KPIs: % Employees Trained, Pre/Post Training %
Talent Review to Succession
Higher Education
Review talent
Understand talent by reviewing licenses,
certifications, career interests, publications,
CVs and existing talent profiles -
> Ranking and assessment
Use advanced visualization (e.g.
interactive 9-box) and reporting to >
Identify future talent
needs
Based on institution goals,
>
evaluate / calibrate faculty and identify short and long term
generated via self-service or auto- administrative staff and assess talent needs (e.g. PhD shortages,
populated from recruiting activities. factors such as potential, risk / Chancellor retirements, union
Engage in insight-driven, collaborative, impact of loss, tenure status, and negotiator, campus location
and interactive online discussions performance. Compare and expansions) across the
contrast staff capabilities institution (e.g. new degree
program, Dean’s office). Create
talent pools (e.g. to track
emerging leaders) or succession
plans
Placement
Strategically place faculty and staff per
ranking / assessment data into talent
> Analyze talent pools
Automate the identification of talent
pool member development needs to
> Succession strength and
weakness
Analyze individual and
pools and succession slates, creating an track their readiness workforce strengths and
internal pipeline of resources to fulfill weaknesses to determine bench
potential talent gaps strength and succession slates.
. Re-evaluate faculty and staff
using the 9-box as needed

AI/ML
Popular KPIs: Internal Promotions vs. External Hires, Average
Age of Retirement, Turnover Rate For Highest Performers
Absence Planning to Continuity
Higher Education
Define absence and leave plans

Ensure compliance to regulations (e.g.
union, state mandates) and institution
> Create absence rules and
controls
Configure different absence and
>
Enable employee self-
service
Optimize employee absence >
policies (e.g. FTE criteria, sabbatical leave entitlement criteria (e.g. awards for entry through self-service
eligibilities) using insight-driven definitions tenure service), eligibility rules, dialogs and enter absence
of absence and leave plans, types and and accrual definitions types (e.g. sabbaticals)
categories (e.g. manage eligibility across accessible across any mobile
multiple appointments) device
Track absence balances

Calculate balances during the year to
provide accurate information on leave
> Monitor absence trends and
analysis
Analyze absence trends to provide
balances for both employees and organizational continuity guidance
management. Review service credits (e.g. analyze planned absences to
toward absence for tenured faculty ensure faculty coverage and
minimize course cancellations)

AI/ML
Popular KPIs: Rate of Absenteeism,
Employee Insight to Work-Life Alignment
Higher Education
> > > >

Obtain Baseline and Set Obtain Baseline and Set Manage wellness Realize individuality
Personal Goals Personal Goals progress and influence
Leverage key insights to Leverage key insights to identify Design, track, measure, and Use collaboration tools to
identify and set goals in and set goals in alignment with evaluate trends and patterns measure and analyze faculty and
alignment with personal and personal and career aspirations of wellness activities using staff’s character and influence
career aspirations (e.g. publications, dynamic tools, including across academic projects /
(e.g. publications, appointments). wearables and smart phone activities. Ensure external media
appointments). Determine steps for attainment apps, to determine level of policy compliance to maintain
Determine steps for (e.g. classes, seminars, board of goal success university brand
attainment (e.g. classes, director member volunteer)
seminars, board of director
member volunteer)
Identify development
opportunities
Gain insight into staff >
Select Community
Outreach Programs
Engage in institution promoted
> Participate in social
contests
Improve motivation and
> Receive kudos, rewards,
and recognition
Receive acknowledgment of
effectiveness and adjust outreach projects (e.g. sponsored connect with coworkers by goal attainment and progress
development plans and talent mission trips, study abroad engaging in work-related that promote work-life
profiles as needed. Discover programs, etc.) that are of interest competitions (e.g. volunteer alignment
hidden skills and identify and foster targeted career hours, health goals, community
potential staff redeployments development successes (e.g. pride), while sharing overall
to fulfill project gaps reimbursements for additional progress of personal goals and
education) outreach work. Cultivate faculty
and staff interest in HR self-
service (e.g. prompting them to
ramp up talent profile)
Popular KPIs: Percentage of Vacation Days Used, Employee
Satisfaction Index,
Cloud Mobile Analytics Social Internet Big Data
of Things
Employee Separation to Workforce Analysis
Higher Education
Designate Employee for

Involuntary Separation
(Optional)
> Process employee
separation
Complete employee separation
>
Perform exit interview
Gain insight as to why the
employee decided to leave if >
Based on budgetary considerations or process, incorporating organization, applicable and discuss off-
disciplinary and performance issues union / collective bargaining boarding matters using a checklist
noted in employee records, select agreement, compliance board or
employee for involuntary termination. government policies
Ensure compliance with union and legal
policies. Create talent pools for desirable
rehires
Finalize compensation pay out

Automate processing and post final pay
to payroll with verification and
> Analyze workforce trends
Predict future workforce movement
and prevent attrition by analyzing
adjustments (e.g. severance policy turnover factors using a variety of
dictated by unions, compliance boards data such as job classification (e.g.
or government) for scheduled or off- tenured, adjunct, staff), department
cycle payroll runs and location. Maintain the talent
profile and exit interview data in
order to continually identify rehires

Popular KPIs: Average Tenure, Retirement Rate, Attrition Rate,
AI/ML
Diversity Rate, Number of Contractors, Voluntary Termination
Rate,

MBP Higher Education

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Oracle Modern Best Practice

Digital Business Processes for Higher Education

2 Copyright © 2023, Oracle and/or its affiliates. All rights reserved.

Digital business processes that End-to-end across the

3 Copyright © 2023, Oracle and/or its affiliates. All rights reserved.

4 Copyright © 2023, Oracle and/or its affiliates. All rights reserved.

5 Copyright © 2023, Oracle and/or its affiliates. All rights reserved.

Finance Procurement Student Affairs Project HR and Talent

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 7

Acquire assets Recognize and Assign amortization De-recognition and

Manage asset insights

Product Mix: ERP

Define strategic Create operating Monitor and

Product Mix: ERP, EPM

Review activities Initiate interbank Manage end of

Product Mix: ERP

Define expense Manage employee Review / approve Process expense

Process credit card

Product Mix: ERP

Manage supplier Manage audits, Manage Settle liabilities

Product Mix: ERP

Post subledger Convert to Review daily

Product Mix: ERP, EPM

Close subledgers Reconcile accounts Close ledgers

Product Mix: ERP, EPM

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 15

Identify opportunity Develop Manage negotiation

Product Mix: ERP

Raise requisitions Create purchase Approve purchase

Product Mix: ERP

Request RMA Load material Ship material

Product Mix: ERP

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 19

Capture Data Research Student Nurture Student

Product Mix: Oracle Student Cloud

Capture student Score student lead Assign and allocate

Product Mix: Oracle Student Cloud

Capture data Review digital Create and launch

Product Mix: Oracle Student Cloud

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 23

Manage sponsored Define sponsored Define sponsored

Product Mix: ERP Cloud (Project Management)

Execute sponsored Manage sponsored Determine

Product Mix: ERP Cloud (Project Management)

Capture sponsored Distribute overhead Review and adjust

Product Mix: ERP Cloud (Project Management, Financials)

Product Mix: ERP Cloud

Receive award and Allocate direct and Manage billing and

Product Mix: ERP Cloud

Manage Sponsored Manage enterprise Optimize sponsored

Product Mix: ERP Cloud (Project Management), EPM Cloud

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 30

Determine workforce need

Product Mix: HCM Cloud, EPM Cloud

Define benefits programs

Product Mix: HCM Cloud

Manage and monitor payroll

Finalize payroll reporting

Product Mix: HCM Cloud

Product Mix: HCM Cloud

Align Goals and Draft objectives Improve goal Finalize goals

Product Mix: HCM Cloud

Establish career preferences