Summary
Satori managed the transformation of onboarding and background check processes as part of the firmwide transition from a legacy HR information system into a new cloud solution for the human capital function of a top financial services firm.
Situation
A leading financial services corporation was replacing its HR Information System to a new Oracle Cloud solution. Satori was brought in to ensure a successful transition and that the systems and processes for onboarding and background check, from the moment a candidate accepts an offer to starting at the firm, will be operative in the new Oracle HRIS.
Satori Solution
The Satori team designed functional system integration and user acceptance test scripts based off system workflows, conducted integration testing, assessed and addressed issues and testing failures, and designed and provided instructions and training to end users for formal user acceptance testing.
Results
Satori managed the transformation of onboarding and background check processes as part of the firmwide transition from a legacy HR information system into a new cloud solution. Satori created predictive data workflows capturing recruiting and onboarding processes and systems to guide testing in preparation for global implementation. Satori designed and led systems integration and user acceptance tests to ensure a successful system transfer, receive approval from legal and compliance teams, and promote change management with system users. Satori also served as a subject-matter expert in the creation of a new firmwide management tree building and reporting tool. Satori gathered system requirements from business users, collaborated with the product management team to define system rules and logic for complex cases, and managed four engineers to build and optimize the tool and to meet project deadlines.