fixed scope offering - britehouse · fixed scope offering oracle fusion procurement ... designed...

© | A DIVISION OF DIMENSION DATA | 2015 1

22 February 2016

Fixed scope offering

Oracle Fusion Procurement Cloud Service



Business objectives

The solution

Scope

Methodology

Project plan \ time frames

Exclusions

Assumptions

The teams

Additional services

Why Britehouse

| Oracle Fusion Procurement Cloud Service



Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Business objectives

Adopt leading

procurement practices

Transform to

enterprise-grade

procurement cloud

services

Close monitoring

and effective

decision making

Comply with global procurement standards and multiple legislative, industry or geographic

requirements

Control the cost

and increase

the productivity

Streamline the

procurement processes

and achieve measurable

efficiencies

Get up and running

faster with less upfront

costs and investment risk

Ensure consistent

processes across all your

locations globally

Make more informed

and data-driven business

decisions

Boost user

productivity and

increase user adoption

Eliminate the need

for expensive

customisations




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Oracle ERP cloud services

Financials Procurement

Project financials Revenue management

Accounting hub reporting Project execution

Ledger & analytics

Payables & assets

Receivables Collections Expenses

Project cost control

Project billing & contracts

Grants management

Analytics

Modern reporting

Mobile &social

Pre-built integration

Extensions

Strategic sourcing

Contract management

Procurement Supplier management

Revenue schedules

Multi element arrangements

Revenue allocations

Fair market value

Project management

Task management

Resource management

Analytics



Solution proposal | Fusion Procurement Cloud Service

Financials

Project financials Revenue management

Accounting hub reporting Project execution

Ledger & analytics

Payables & assets

Receivables Collections Expenses

Project cost control

Project billing & contracts

Grants management

Analytics

Modern reporting

Mobile &social

Pre-built integration

Extensions

Revenue schedules

Multi element arrangements

Revenue allocations

Fair market value

Project management

Task management

Resource management

Analytics

Phase 1

Procurement

Strategic sourcing

Contract management

Procurement Supplier management



Why Oracle cloud security & data protection?

Security enablers

Oracle On Demand

Benefits

ISO 27000 framework

Automation to monitor, correlate, and alert

Security health checks

Data encryption

Compliance services

Disaster recovery services

Privacy protection

Protection from intrusion, malicious acts

Regulatory compliance

Avoidance of adverse legal consequences

Business continuity

Company valuation & reputation protection



Why Oracle cloud security & data protection?

Most reliable platform from Oracle

More than

99.5% uptime

ITIL-based

processes

Access to

Oracle engineers

Comprehensive

production

assessment process

High availability via

• Autonomic monitoring,

diagnostics

• Predictive incident

management tool



Solution Proposal

Procurement

Streamline processing

• Automate your requisition to payment

cycle and focus on strategic activities

with “touch-less” buying

Reduce off contract spend

• Enable your employees to quickly find

the goods and services they need with a

familiar consumer buying experience

Enforce negotiated pricing

• Ensure your negotiated pricing and terms

are automatically leveraged to realize

maximum savings potential



Technology

BOM items required

Oracle Fusion Purchasing Cloud Service1

Fusion Self Service Procurement Cloud Service2

Oracle Fusion Transactional Business Intelligence for Procurement Cloud Service3




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Scope

Business process Description

Application functionality • Initial request for (non-inventory) goods or services to the final accounting treatment

• Employees can prepare requisitions directly in a self-service mode comparable to on-line shopping

• The use of catalogues further improves the ordering process

• Receipt of goods or services

• The seamless integration with accounting makes it possible to enter purchase invoices against the

Purchase order or goods reception (when Fusion Financials Cloud Service is being utilised)

• Drill down from the accounting information to the supporting documents within procurement (when

Fusion Financials Cloud Service is being utilised)



Scope


Fusion Purchasing • Next generation application for smarter procurement automation

• Automate purchasing transactions

• Robust work area for buying professionals to manage exceptions

• Execute routine transactions without manual intervention, increase productivity, and enforce

compliance at every step

• Leverage supplier and agreement controls to automate purchase order creation from requisitions and

communicate purchase orders to suppliers

• Flexibility to centralize and decentralize procurement activities based on business need

• Protect business interests by enforcing negotiated pricing and workflow approvals

• Generates purchase orders that automatically use negotiated pricing and terms from supplier

agreements

• Embedded order and agreement approval rules close compliance gaps while simplifying exception

management



Scope


Fusion Self Service Procurement • User-friendly approach to managing employee requests for goods and services

• Provides the best capabilities of an e-commerce web site with tools to control spend

• Delivers a friendly user experience similar to the best consumer web sites

• With little or no training, employees can easily search, use shopping lists, browse categories, and find

what they need

• Embedded Analytics in the context of self-service requisitioning

• Provides employees visibility into the quality and performance of approved alternatives at the time of

purchase

• Catalogue management tools help improve compliance with supplier agreements by directing users to

preferred suppliers and negotiated prices

• Flexible rules can be used to simplify financial accounting using attributes such as amount, commodity

and cost centre

• Approval workflow rules help enforce controls, close compliance gaps, and simplify exception

management



Scope


Fusion Transactional BI • Real-time Transactional Business Reporting

• Business users are provided an easy-to-use interface to perform current state analysis in Fusion

Procurement

• In ad-hoc reports, allow easy drill down on predefined hierarchies, enable action links, compose a

dashboard, schedule reports or export the data or reports – all in real-time

• Real-time access to transactional data

• Self-service reporting

• Hundreds of business views to easily create ad hoc queries on transactional data

• Consistent user experience providing identical tabular, graphical and visualization components

• Drill downs to live transactions

• Integration with Data Warehousing metadata



Scope


Application scope • No customizations are considered for estimation

• Only open transactions are considered for data migration

• Maximum of 10 user configurations are considered

• Maximum of 2 Legal Entities and 6 business Units are considered for implementation

• Delivered Roles and duties will be configured

• Delivered workflow will be configured

• No Integration with external applications

• Only non-Inventory item purchasing



Scope


Data Scope Open transactions

• Open purchase orders to be completed or balance of receipts outstanding to be captured into

the Cloud Service by the customer

Suppliers

• Active suppliers to be provided in the required format




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



This approach consists of• An efficient approach to Oracle Cloud implementation

• An easy-to-follow framework of activities, for a step-by-step project implementation centered around few and essential activities and deliverables

• A prototype approach based standard functionality

Britehouse have a number of Oracle Unified Method certified implementation specialists

The OUM Cloud Approach is specifically designed for implementing Oracle Cloud applications,

according to well defined and tested activities and deliverables; it is based on the same principles as

Oracle’s Unified Method (OUM) to allow consistent approach across all our products

Implementation approach



Implementation approach \ methodology

Project design Configure Validate Transition Realisation

Plan project Setup applications Update settingsMigrate configuration

to productionManage transitions to

steady-state operations

Conduct kick-off meeting Validate configuration Prepare validation scriptsMigrate integrations and extensions to production

Post go-live supportSchedule workshops Load and validate data

Load and validate dataLoad, reconcile and

validate data in production

Handoff to client relationship manager

Conduct functional design workshops

Build and validate integrations

Conduct end-to-end reviewConduct final

validation review

Gain acceptance

Conduct technical design workshops

Apply and validate extensions \ extensible

Prepare for trainingVerify production and operational readinessConduct design review Implement security

Conduct train-the-trainer workshops

Begin production useDevelop security and validation strategy / plans

Prepare cutover strategy

Conduct implementation checkpoint




Close project

Project management

Britehouse Shared Client



Implementation approach

Easy-to-follow framework for activities

Short, well-structured

implementation cycles

Iterative configuration Multiple releases are possible to

accommodate incremental scope

and / or timeline decisions




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse




Project design Configure Validate Transition Realisation

Plan project Setup applications Update settingsMigrate configuration

to productionManage transitions to

steady-state operations

Conduct kick-off meeting Validate configuration Prepare validation scriptsMigrate integrations and extensions to production

Post go-live supportSchedule workshops Load and validate data

Load and validate dataLoad, reconcile and

validate data in production

Handoff to client relationship manager

Conduct functional design workshops

Build and validate integrations

Conduct end-to-end reviewConduct final

validation review

Gain acceptance

Conduct technical design workshops

Apply and validate extensions \ extensible

Prepare for trainingVerify production and operational readinessConduct design review Implement security

Conduct train-the-trainer workshops

Begin production useDevelop security and validation strategy / plans

Prepare cutover strategy





Close project

Project management

Britehouse Shared Client


WEEK 13WEEK 6 WEEK 10WEEK 1 WEEK 3



Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Exclusions

Integration to any

operational systems

Implementation of cloud

functionality not explicitly

described in this

document or the

Statement of Work

Formal Education Services

with Oracle University for

product training is outside

the scope of this project

Necessary change

management in the

organisation

1 2 3 4




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Assumptions

The standard business flows and product features will serve as the base for the implementation

The implementation is based on the Cloud deployment model, hosted at Oracle

No customisation can be performed in Fusion Cloud -

Custom configuration within the standard system is performed

Only one country and one language (English) is included in scope

The project would be executed in an on-site / off-shore model

A comprehensive list of assumptions and final timelines & estimates will be provided after a due scoping exercise conducted by Britehouse

Order of the cloud application prior to project start


Customer to attend the overview training and use the self paced learning tools provided to understand the system features.



Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



The teams

Implementation team

Project manager

• Customer main point of contact for the project

• Guides project team through the implementation methodology

• Implementation expertise, experience & go-live services

Implementation consultant

• Deep functional expertise & experience to the design of the solution

• Configures requirements

• Demonstrates prototype

• User experience understanding & specialisation

• Data specialist experience & specialisation

• Reporting experience & specialisation

Technical consultant

• Deep technical expertise & experience to the design of the solution

• Designs and tests integration requirements

• Security expertise, experience & specialisation

• Works with technical team to ensure optimal system access for the end users



The teams

Your team

Project sponsor

• Has the budget…

• Manages communication internally

• Manages and engages resources to participate in the project

• Dedicated to project from kick-off through to go-live

Key business users

• Lends deep business knowledge of your environment

• Owner of the business requirements

• Gathers user feedback during prototype, configuration, and validation phases

• Available as needed during the project

Access to IT



Your obligations

Customer to finalise license agreements & get staging environmentfrom Oracle for Fusion Procurement Cloud prior to start of implementation

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 Britehouse consultants according to project plan (some full-time allocation may be necessary at times)

Perform certain project tasks according to project plan such as

• Provide data in format specified by Britehouse

• Customer side of integration

• Perform validation

• End user training

Process standardisation 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

Project resources from client available to participate

Required connectivity to the relevant Cloud instances to be provided by the client

Provision of a suitable office space (including general office equipment such as desks, chairs, printers, telephones, fax machines and parking)




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Additional services

◦ Train project team

◦ Identify candidate processes for change

◦ Create change plan

◦ Provide stakeholder / end user analysis guidance

◦ Perform data mapping

◦ Prepare detailed technical specifications

◦ Build custom components

◦ Additional reporting

◦ Publish user guides

◦ Prepare training material

◦ Conduct train-the-trainer workshops

◦ Post go live support

◦ Monthly health check




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



About Britehouse

Vast experience in multiple technologies

BEE company with 100% procurement recognition

Focused on the digital journey

Diverse management team available to help

on all levels

Experienced team blended with new

upcoming consultants

Strong foundation through consolidation of

the best

Best technology for digitisation

Oracle Specialisation Platinum Level


Oracle specializations


Oracle experience


Customers

http://www.oracle.com/global/za/

http://www.oracle.com/global/za/

https://www.fnb.co.za/index.html

https://www.fnb.co.za/index.html

fixed scope offering - britehouse · fixed scope offering oracle fusion procurement ... designed...

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