Fixed Scope Offering for Oracle Fusion Procurement Slide 1
Today s Business Challenges Adopt leading Global SCM practices & strategies across the entire enterprise value chain to move into the future. Transforming your business operations into excellent and transparent, standardized operations with aligning operational plans to business & financial goals. Right data at Right time to make most informed decisions. Streamline the SCM processes and achieve measurable efficiencies like lowering fulfillment costs to improving customer service, deliver quality, decision making, normalize supply and demand information across the systems, utilizing Supplier relationships & latest technologies. Slide 2
FSO Proposal Objective GTS Fixed Scope Offering is designed for customers who want to deploy Oracle Cloud Applications quickly and efficiently. As against traditional projects with long analysis, development and testing phases, the objective of GTS Fixed Scope Offering is to get the Applications up and running on Oracle Cloud in as little as 12 16 weeks. With strong domain knowledge, application expertise and unique technical skills GTS brings to you the quick ROI at minimum risk for your Cloud initiatives. This document provides insight into the scope, approach and methodology used for this Fixed Scope Offering Slide 3
Scope (Procurement Cloud Modules) Package Modules Duration Package 1 Fusion Procurement Fusion Self Service Procurement Fusion Sourcing Fusion Purchasing Oracle Transactional Business Intelligence 12 Weeks Package 2 Package 3 Fusion Procurement Fusion Self Service Procurement Fusion Sourcing Fusion Purchasing Fusion Supplier Portal Oracle Transactional Business Intelligence Fusion Procurement Fusion Self Service Procurement Fusion Sourcing Fusion Purchasing Fusion Supplier Portal Fusion Procurement Contracts Oracle Transactional Business Intelligence Slide 4 14 weeks 16 Weeks
GTS Offerings 5 Slide 5
Implementation Scope Slide 6 6
High Level Scope Definition Fusion Procurement Cloud Fusion Procurement Configure 1 legal entity Configure 1 Business unit Configure 2 Inventory Organization (inclusive of Master data Organization) Configure 1 reference set in addition to common Configure roles assignment Configure Approvals and workflows as delivered Slide 7 7
High Level Business Process Business Process Manage Orders Manage Purchase Order Lifecycle Apply Agreement Pricing Changes Change Purchase Order Document Check Current Order Fulfillment Status Approval Status of Open Orders Create Orders & Agreements Create purchase order, blanket purchase agreement, and contract purchase agreement. Associate Procurement and Requisitioning organization with the document Give Controls Under Agreements like expiration, amount released notifications. Put details of items under Agreements that can be used for catalog authoring in Fusion Self Service Procurement Slide 8 8
High Level Business Process Business Process Process Requisitions Place requisition demand onto purchase orders or negotiations Return requisition lines to requesters Reassign requisition lines to another buyer Modify requisition lines by either splitting the line quantities or replacing the line item with a catalog item Shop Manage Shopping Lists Performing Search Manage Smart Forms Manage My Requisitions Non-Catalog Request Catalog Requisition through Browsing Catalog Information Templates Requisition Line Entry Slide 9 9
High Level Business Process Business Process Manage Requisitions Manage Requisition Lifecycle Reassigning a Requisition Cancelling a Requisition Manage Document Approval History Receipts Self Service Receiving for Direct delivery of items against the requisitions raised by the requesters Return and correction of receipts Manage Negotiation Amending a Negotiation Acknowledging an Amendment Analyzing Supplier Responses Analyzing an RFQ by Spreadsheet Analyzing and Awarding an Auction or RFI by Spreadsheet Automatic Award Recommendation Award Negotiation Award by Spreadsheet Slide 10 10
High Level Business Process Business Process Create Negotiation Negotiation Creation Manage Negotiation Template Manage Attribute Lists Manage Cost Factor Lists Supplier Responses to RFQ/Negotiation Response by Spreadsheet Create & Submit Response to Negotiations Manage Contracts Create Contracts Manage Contract Templates Assign Contract Owner Search Contracts Contracts Worklist Manage Deliverables Contract terms authoring within Fusion Contracts, Sourcing & Purchasing Contract Approvals Slide 11 11
High Level Business Process Business Process Contract Configuration Manage Party Roles Manage Contract Roles Manage Contract Line Types Manage Contract Types Manage Hold, Cancellation, Close Reasons, Risks Contract Terms Template Manage Suppliers Searching and Creating Suppliers Configure Supplier Registration Manage Supplier Profiles Manage Supplier Item Information Configuration of news bulletin shown to supplier users Manage Shipments Manage Shipments Create ASN Create ASBN View Receipts and Returns Slide 12 12
High Level Business Process Business Process Manage Invoices and Payments Create Invoice Create Invoice without PO View Invoices and Payments Mange Orders Manage Orders Manage Schedules Slide 13 13
High Level Scope Definition Data Migration Data Elements Volume of Data Inventory Org Active Inventory Organizations Sub-inventories, Locators Active & Inactive Sub-inventories, Locators Stores, Catalogues & Categories Active Catalogs and Category codes Suppliers All Supplier details with Supplier address and Supplier Sites Customers Customer Master data Buyers Buyer details and related data Purchase Orders Open Purchase Orders Purchase Requisitions Open PR s GRN s or Receipts Open GRN s Slide 14 14
High Level Scope Definition User Management - Roles Offered and their Duties Roles Offered Advanced Procurement Requester Duties Item Inquiry Duty, Negotiation Viewing, Purchase Order Changes, Requisition Advanced User, Receipt Summary Business Practices Director Contract Terms Library Administration, Customer Account Inquiry Duty, Functional Setups Duty, Item Inquiry Duty, Viewing Duty for Negotiations, Purchase Orders, Requisitions, Purchase Agreements, Supplier Contract Terms Library Buyer Create Purchase Orders, Create Suppliers, Enter Journal Entry, Item Costing, Merge Suppliers Category Manager Approved SupplierList, Manage Contract Terms Deliverable, Item Catalog, Negotiation Administration Duty, Procurement Dashboard Duty, Purchase Order Administration Duty, Purchase Agreement Administration Duty, Receipt Summary Duty, Supplier Registration & Bank Account Duty Slide 15 15
High Level Scope Definition Roles offered Procurement Application Administrator Procurement Catalog Administrator Procurement Contract Administrator User Management - Roles Offered and their Duties Duties Application Administration, Item Catalog Administration, Requisition Administration, Sourcing Administration, Supplier Portal Configuration Management. Procurement Catalog Administration, Procurement Category Hierarchy Maintenance, Purchase Agreement Administration Approved Supplier List Entry, Contract Terms and Conditions, Negotiation Administration, Negotiation Management, Procurement Dashboard, PO and Purchase Agreement,Requisition Lifecycle, Supplier Registration Receiving Agent Performs receiving activities such as receiving expected shipment lines, inspecting received lines, correcting received lines, and managing returns Procurement Manager Approved Supplier List Entry, Contract Terms and Conditions, Negotiation Analysis, Procurement Dashboard, PO and Purchase Agreement,Requisition Lifecycle, Supplier Registration& Supplier Profile Inquiry Slide 16 16
High Level Scope Definition User Management - Roles Offered and their Duties Roles offered Duties Procurement Preparer Prepares requisitions on behalf of others. Procurement Requester Item Inquiry, Negotiation Viewing as Procurement Requester Duty, Receiving Management, Requisition Self Service User, Review Receipt Sourcing Project Collaborator Key organization stakeholder helping to determine negotiation strategies, award decision criteria, and objective scoring on behalf of their organization. Supplier Accounts Receivable Specialist Manages invoices and payments for the supplier company. Primary tasks include submitting invoices as well as tracking invoice and payment status. Supplier Administrator Manages supplier profile and user provisioning. Slide 17 17
High Level Scope Definition Roles Offered User Management - Roles Offered and their Duties Duties Supplier Bidder Sales representative from a potential supplier responsible for responding to requests for quote, requests for proposal, requests for information and reverse auctions Supplier Sales Representative Manages agreements and deliverables for the supplier company. Primary tasks include acknowledging or requesting changes to agreements in addition to adding catalog line items with customer specific pricing and terms. Updates contract deliverables that are assigned to the supplier party and updates progress on contract deliverables for which the supplier is responsible Supplier Self Service Administrator Manages the profile information for the supplier company. Primary tasks include updating supplier contact information and administering user accounts to grant employees access to the buying organization's application Supplier Self Service Clerk Updates the profile information for the supplier company. Primary tasks include updating supplier contact information and requesting user accounts to grant employees access to the buying organization's application. Anonymous User Grants privileges for Trading Community, Supplier User Duty, Provides data access to CRM, Manage supplier registration Slide 18 18
Implementation Methodology Slide 19
Implementation Methodology GTS Uses OUM Cloud Approach for implementation This is based on the same principles as Oracle s Unified Method (OUM) to allow consistent approach across all SaaS products. This is specifically designed for implementing Oracle Cloud applications, according to well defined and tested activities and deliverables; Salient Features of this method includes: An easy to follow framework of activities that allows efficient, step by step project implementation centered around few and essential activities and deliverables, Short, well structured implementation cycles, Iterative configuration, Best practice suggestions for all business decisions avoiding customizations Slide 20
Implementation Methodology The implementation uses Cloud Applications Toolkit which has predefined, value-adding materials to reduce workload Planned for up to four modules per cycle Multiple releases are possible to accommodate incremental scope and/or timeline decisions Slide 21
Implementation Approach Key Features Configuration of pre approved scope Fully provisioned & working system in a Rapid time frame Processes are from Out of box Best Practices Adopt and not Adapt FSO acts as Baseline for future releases Continuous engagements for configuring additional modules/ functionalities of future releases Benefits Faster Deployment of Essential Functions Faster Time to Value Weeks, Not months Better Governance and Higher success rate Slide 22
Implementation Approach Project Design Configure Validate Transition Realization Plan Project Setup Applications Update Setups Migrate Configuration to Production Manage Transition to Steady-state Operations Conduct Kick-off Meeting Validate Configuration Prepare Validation Scripts Migrate Integrations & Extensions to Production Post Go-Live Support Schedule Workshops Conduct Functional Design Workshops Conduct Technical Design Workshops Conduct Design Review Load & Validate Data Build & Validate Integrations Apply & Validate Extensions and Extensible Items Implement Security Load & Validate Data Conduct End-to-End Review Prepare for Training Load, Reconcile & Validate Data in Production Conduct Final Validation Review Verify Production & Operational Readiness Handoff to Client Relationship Manager Gain Acceptance Close Project Develop Security and Validation Strategies & Plans Prepare Cutover Strategy Conduct Train-the-Trainer Workshops Begin Production Use Conduct Implementation Checkpoint Conduct Implementation Checkpoint Conduct Implementation Checkpoint Conduct Implementation Checkpoint Slide 23
Typical Deliverables Deliverables included in Scope Description Project Management Framework (BT.070) Details of Mission Statement, Approach and Execution Project Work Plan (WM.010) Configuration Document (MC.040) Functional Prototype FP1 Functional Prototype FP2 Validation Scripts (TE.025) User Guide (DO.070) Super User Training User Acceptance Testing Validated Solution on Production High level tasks and timelines for all project activities Summary of the configurations based on the collected business information Prototype of the configured system Prototype of the configured system Test Scripts for testing the configured functionality in the scope Material to support familiarization on the usage of the application Training session for key users of the application End to End Testing by key users of the application Configured Solution, validated for go live use Slide 24
Project Organization Chart Steering Committee Steering Committee Board of Management Board of Management GTS GTS Consultants Client Resources Project Mgmt Group Client Project Manager GTS Project Manager IT Team Lead Func. Owner Bus.Analyst/ Sol.Architect Tech. Lead Project Team IT Tech. Team Key Users Configuration Specialist Data Migration Specialist Slide 25
Responsibilities Role Project Manager Business Analyst Responsibilities Day to day project activities. Internal communication Management of project resources Progress reports and milestones Issue and Risk Escalation Owner of Business requirements Collects User feedback during different phases Available as per project demand Solution Architect Owner of Business and Functional requirements Mapping requirements to application Designing access and visibility models Development of solution prototypes Configuration Specialist Configuration of page and field layouts System set up/ configuration Implementation of visibility solution Data Migration Specialist Formatting and cleaning data Data mapping Validation of imported data Slide 26
Responsibilities Role SCM/Procurement Owner Key User Responsibilities Responsible for the respective business domain. Provides the business requirements. Signs off process documents. Works closely with the Vendor Available as per project needs Owns certain tasks like providing data, testing, end user training etc. IT Team Lead Responsible for infrastructures required the project Co ordinates between vendor team and key users/function Owners Slide 27
Implementation Timelines Slide 28 28
Package 1 High level plan Package 1 - Fusion Procurement (12 Weeks) Fusion Self Service Procurement Fusion Sourcing Fusion Purchasing W1- Planning W4- FP1 W9- UAT W12- Support W2- Familiarization W6- FP2 W10- Go- Live Slide 29 29
Package 2 High level plan Package 2 - Fusion Procurement (14 Weeks) Fusion Self Service Procurement Fusion Sourcing Fusion Purchasing Fusion Supplier Portal W1- Planning W5- FP1 W11- UAT W14- Support W2- Familiarization W7- FP2 W12- Go- Live Slide 30 30
Package 3 High level plan Package 3- Fusion Procurement (16 Weeks) Fusion Self Service Procurement Fusion Sourcing Fusion Purchasing Fusion Supplier Portal Fusion Procurement Contracts W1- Planning W6- FP1 W13- UAT W16- Support W2- Familiarization W9- FP2 W14- Go- Live Slide 31 31
Assumptions & Obligation Slide 32 32
Assumptions The implementation is based on the Cloud deployment model, hosted at Oracle. In the Cloud deployment model, two project environments- Sand Box and Production will be available. The standard business flows and Cloud functionality will serve as the base for the implementation. Any changes to scope (Custom extensions, reports, integrations conversion) not listed in the proposal will be handled through the project change control process. No Major Upgrades will be done during the implementation of the FSO. Upgrade during initial deployments are out of Scope Slide 33
Assumptions System testing will be limited to only those items included in the scope of work All communications, documentations, deliverables would be furnished in English language. The project would be executed in an onsite-offshore model. Training will be provided using Train the Trainer approach During the project duration, for any technical issues related to the product GTS be responsible for raising SR and resolution. Slide 34
Exclusions Custom extensions, reports, integrations conversions not explicitly listed in the proposal. Data Conversion or extraction from current systems Data Cleaning Organizational Change Management End User Training Single Sign On Set up Slide 35
Customer Obligations For the Project to be successful customer must fulfil the following obligations: Respective Cloud environments are available prior to the start of the project. Assign a Project Manager to lead internally. Assign experienced and empowered business/it users who will work closely with GTS consultants according to the project plan. Own certain tasks like providing data in format specified, testing, assisting data conversions, assisting in training material preparations, end user training, data validations etc. Work with executive sponsor for forming project steering committee. Slide 36
Additional Services (Currently excluded from the project scope) Additional services provided by GTS outside FSO will be subject to scoping and implementation methods: Development of custom reports and alerts Perform Data Mapping Historical Data Upload Integration with 3 rd Part Systems UI Personalization Custom Roles Setup Implementation Services for new features and Releases On-Demand Users Training Post-implementation support Slide 37
GTS Your Trusted Partner! Slide 38 38
GTS Capabilities & Experience 16+ (Year experience in implementing Oracle ERP in MENA region) 100+ (SCM implementation experience) Large Pool of OPN Certified Oracle Application consultants in SCM Cloud E-Business Suite Certified (Cloud Implementation Partner) Well Acquainted with SCM Business Process and Procedures Slide 39 39
Contact for Enquiry Name :MuraliM Title :BusinessDevelopmentManager Phone :+97145079945 Mobile :+971554505108 Fax :+97145079998 Email :mmurali@gtsuae.com Slide 40
Thank You Slide 41 41