evosys’s fixed scope offering for oracle fusion · pdf fileevosys’s fixed scope...

Confidential | Copyright © Evosys

Evosys’s Fixed Scope Offering for Oracle Fusion Procurement


Business Objectives Fixed Scope Offer - Procurement Project Deliverables Scope Exclusion Implementation Approach Key Assumptions Project Team Structure Client Responsibilities Business Benefits Evosys Advantage Additional Services from Evosys for Cloud Applications Evosys Cloud Clientele Evosys Certified SaaS Implementation Partner

Content


For Today’s Business Challenges, We have the Solution

Segregated Procurement

Process

Issue: No Centralized View of Procurement Process

CentralizedProcurement

Time Constraint

Issue: Client can not afford to loose time in transition to a

new system

Fusion Implementation

is Quick

Infrastructure Hassle

Issue: Procuring & Managing Hardware Infrastructure (Servers etc.)

No Hassles for Hardware

Procurement & Management

Solution: Evosys’ Fusion Implementation approach is “Quick” & Provide visibility via higher ROI

Solution: Cloud based applications doesn’t require any special hardware infrastructure

Solution: Oracle Fusion Purchasing provides Centralized Procurement driven concept no issues related to ownership of liabilities, received goods or legal issues related to payment and international trade.


Facilitate Shared services model and centralized procurement function.

Implement a disciplined procurement environment providing relevant insight and operational rights to procurement users at different levels in the Procurement chain and various levels in the organizational hierarchy.

Well defined workflow across the Oracle Fusion Procurement suite provides right access to necessary users with required rights to perform specific actions during the life cycle of the Procurement process.

Analytics focusing on business intelligence provide vital information to the management, daily users and suppliers

In-built intelligence with business transactions--Role based dash boards and work area for buyer, approver; presenting the statistical report, trend, spend analysis, personalized search capability

Enhanced sourcing capabilities with Supplier analysis, visibility of supplier lead time and popularity across departments

Single log-on for supplier providing complete visibility to their transactions and full invoicing capability

This application provides for inbuilt universally followed contract standards with the required flexibility to make business operations simpler while operating in a global economy.

Facilitate end user self service to a great extent. The user interface being easy to understand and adopt - increases efficiency in operations, enhances consumer shopping experience, promotes supplier enablement and end user satisfaction.

Business Objectives


Fixed Scope Offer - Procurement

List of Modules:

• Fusion Purchasing• Fusion Self Service Procurement• Fusion Sourcing• Fusion Procurement Contracts• Fusion Supplier Portal


Fusion PurchasingBusiness Scope – 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

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


Fusion Purchasing Self Service Procurement Business Scope – High Level Business Process

Business Process

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

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


Fusion Sourcing Business Scope – High Level Business Process

Business Process

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

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


Fusion Procurement ContractBusiness Scope – High Level Business Process

Business Process

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

Contract Configuration Manage Party Roles

Manage Contract Roles

Manage Contract Line Types

Manage Contract Types

Manage Hold, Cancellation, Close Reasons,Risks

Contract Terms Template


Fusion Supplier PortalBusiness Scope – High Level Business Process

Business Process

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

Manage Invoices and Payments Create Invoice

Create Invoice without PO

View Invoices and Payments

Mange Orders Manage Orders

Manage Schedules


Application Scope – Detailed Configuration Scope -1Configuration Details

Business Units One Business Unit will be defined with the requisitioning, purchasing and invoicing functions enabled.

Facilities One Item Master Organization will be defined.Item Organizations will be defined as per the business requirements.

Purchasing Categories One Purchasing Category will be defined. Categories are defined with two segments:-category and sub-category.

The category segment can be extended depending on Business process.

Suppliers Suppliers, supplier sites, contacts will be loaded in the system.

Line Types Two line types will be defined:-Service: Amount Based-Goods: Quantity Based

Purchasing Document Approval Approvers will be defined using one Employee/Supervisory hierarchy and is limited to maximum 5 levels.The Buyer (for Purchase Orders and Agreements) and the Requestor (for requisitions) are entry points in the hierarchy for deriving the correct approvers.AMX setup will be carried out.


Application Scope – Detailed Configuration Scope-2Configuration Details

Accounting Charge and accrual accounts will be generated by seeded rules

Purchase Order Document lay-out Document layout will be configured as per client requirement with customer logo.

Catalogs Catalogs will be defined and Supplier Agreements will be loaded in the catalog.

Suppliers Suppliers, supplier sites, contacts will be loaded in the system.

Smart Forms Smart Forms will be defined.

Advanced approval rules Advanced Approval rules can be defined. Based on Item category approval,

specific item approval.

Item Inventory Organization Item Inventory Organizations are defined.

Sourcing Sourcing Functionalities will be implemented with the Fusion Sourcing module

Direct Material Purchasing Direct and Indirect procurement are in the scope.

Contracts Blanket and Contract Purchase agreements are in scope.

Inter-company Transactions Inter-company transactions will be implemented.


Application Scope – Detailed Technical Scope-3

Configuration Details

Data Migration Migration of open Orders, Agreements and Requisitions

Note: 1. Data has to be provided in Evosys Template, and only open orders would be migrated to Fusion Application.2. Migration of historical data is out of scope for the project

Reports • Development of 5 transactional Reports using BI Publisher

Recommended Reports• Total usage and spend on each product on a specific contract for

a specified period of time.• Total usage and spend on each product purchased from a

specific supplier for a specified period of time.• Total usage and spend on a particular manufacturer’s product

code for a specified period of time.• Total usage and spend on each product purchased by a specific

cost center for a specified period of time.

Email Alerts • Development of 2 Emails Alerts (as per the requirements)


RealizationTransitionValidateConfigureProject Design

Go-Live in 15 Weeks

Implementation Time


High Level Project Work Plan


Common Section for all FSOs


Project Deliverables

Deliverable Name Deliverable Description

Project Charter The project charter would include further details of the project mission statement, approach, plan, scope and execution.

Project Work Plan A plan that describes the tasks and timelines for all project activities.

Application Configuration/SetupDocument

A document that summarizes the configurations to be provided based on the collected business information.

Test Scripts Test Scripts for testing the configured functionality in the scope of standard offering. Any further changes to this document will be performed by Customer.

Training Material Material to support familiarization sessions on the application.

Configured Production Environment Configured Solution, validated for go live use.


Scope Exclusion

Configuration Details

Single Sign On Single Sign On setup is not included in the current scope of work

Third Party Integrations Integrations with third party systems (inbound/outbound) is not included in current scope of work

Custom Job Roles Configuration of custom job roles would be not considered as part of the project scope

Data Extraction and Cleansing Data extraction from third party system is not included in the scope of the project

End User Training Evosys would follow the train the trainer approach, and end user training is not included in the scope of the project

Change Management Organization change management would be the responsibility of the customer

Migration of Historical Data Migration of historical data is out of scope for the project

Upgrade Upgrade of Fusion Application during project is out of the scope


Implementation Approach

Project Design

Configure Validate Transition Realization

Finalize Project Plan

Project Kick Off Meeting

Schedule Workshops

Load, reconcile and validate client data

Perform initial setup in staging environment

Conduct workshop to validate configuration of standard functionality

Apply adjusted setup changes to staging environment

Prepare users for validations and confirm solution to be migrated to production

Conduct train the trainer sessions

Configure the production environment

Load, reconcile and validate data loads in production environment

Go-Live (Begin production use of the system)

Provide Post Go-Live Support

Conduct a handoff to the ongoing Client Relationship Management Team

Document lesson learnt and close contract and processes

Iterative

Process

Iterative

Process


Common business processes & policy across all the business areas would be implemented Data migration to the Fusion instance subject to data provided in the templates provided by Evosys All development and documentation will be done in English The project execution will be done using an onsite-offshore model. No Customization can be performed in the Fusion Cloud Application, only custom configuration within the standard system is performed ‘Train the Trainer’ approach for administering user training Single sign-on solution with Fusion has not been factored Historical data migration is out of scope Organization change Management and end user training will be customer’s responsibility Implementing any requirement, which is not a standard feature of the product, will not be binding on Evosys. The same will be agreed on

based upon on comments received from Oracle using the Metalink Support Application bug repairs are the responsibility of Oracle Support and are not included in the project scope or estimates. All key users of client would be available at common location for all project execution activities including Key User Training and Testing. Upgrade of Fusion Application during project is out of the scope Any 3rd party integration is out of the scope A comprehensive list of assumptions and final timelines & estimates will be provided after a due diligence study conducted by Evosys

Key Assumptions


Client Project Manager

Project Steering Committee

Evosys Program Manager

Key Users IT Team Functional Consultant -Onsite

Developer - OffshoreDeveloper - Offshore

Project Team Structure

Supported by Strong and

Experience Evosys’s Fusion

Procurement Solution

Architect Team


Client to finalize license agreements and get staging environment from Oracle for Fusion prior to start of the project Arrange for a Project Executive Sponsor and Project Steering Committee Assign a Project Manager to lead your staff’s efforts Assign experienced and empowered Business and IT users to work closely with Evosys consultants according to project plan (some full-time

allocation may be necessary at times). Perform independently various project tasks according to project plan such as: (a) Provide data in format specified by Evosys b) Customer side

of Integration c) Perform UAT d) End user Training Process & policy standardization across the organization has to be done by the customer prior to start of the engagement Provide timely sign off of the deliverables within the timeframe agreed upon before start of engagement Handle Change Management Communicate project status to entire organization on timely basis

Client Responsibilities


Evosys Advantage

Early Adaptor of Oracle Partner for Cloud Applications Evosys is Certified SaaS Implementation Partner Good Experience in Implementing Oracle Fusion Procurement Application (Referencable Customer) Working Very Closely with Oracle Product Development team for various Cloud Implementation Projects Very Solid Experience in Implementing Oracle Fusion Procurement Applications 10+ Oracle Fusion Procurement Consultants Experienced in implementing other products of Oracle Cloud like Fusion Financials, Fusion HCM, Taleo, Cloud Planning &

Budgeting which gives an Cutting Edge to Evosys to have overall and better understanding of Oracle Cloud Applications as a whole


Additional Services from Evosys for Cloud Applications

Automatic 3rd Party Integration

Business Consulting

Master Data Management

End User Training

Change Management

Additional System Workshops

Business Process Documentation

AMC

Fusion Application Upgrade

Custom Reports & Email Alerts Development


Our Prestigious Cloud Clients

Evosys Cloud Clientele

Above list includes on-going projects also


All the logos, trademarks, trade names and service marks mentioned in this document are the property of their respective owners and are hereby acknowledged.

Thank You

evosys’s fixed scope offering for oracle fusion · pdf fileevosys’s fixed scope...

Documents