fixed scope offering for “oracle fusion ppm” - gtsuae.com fusion ppm fso 2015.pdf · page 4 fso...

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Fixed Scope Offering for

“Oracle Fusion PPM”

Today’s Business Challenges� Monitor project and task information anywhere, anytime with mobile support.

� Respond quickly to changing project and market conditions.

� Simplify and accelerate project planning and delivery.

� Deliver ROI, without unnecessary rework or waste.

� Deal effectively with the increasing complexity of projects and technology

environments.

� Course correct or cancel failing projects in a timely manner.

� Optimize project-related cash flows.

� Replicate successful projects.

Business Objectives � Improves the way project-driven organizations and project professionals work

� Access to information and collaboration between team members to enable

efficient and effective project management while ensuring smarter business

decisions

� Project-driven organizations benefit from its ground-up design with the user

experience in mind; helping customers keep pace, keep score, and deliver

extraordinary business and project insight

� Optimize the project lifecycle keeping user in mind, design around end to end

business processes, and uses the latest in modern open standard technology to

create a best-in-class business application

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 10 – 14 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”

GTS’ Offerings

Package Modules Duration

Package 1 • Project Costing

• Project Control

• Project Performance Reporting

• Oracle Transactional Business Intelligence

12 Weeks


• Project Control


• Fusion Project Contracts

• Fusion Project Billing


16 Weeks

Scope: PPM Financial Track



• Project Control


• Project Management

• Task Management


14 Weeks


• Project Control


• Project Contracts

• Project Billing

• Project Management

• Task Management


18 Weeks

Scope: PPM Execution Track


Add-on 1 • Project Resource Management 4 Weeks

Add-on 2 • Grants Management 4 Weeks

Add-on 3 • Project Integration Gateway 2 Weeks

Add-on 4 • Billing Extensions 2 Weeks

BI Add-ons• Transactional Business Intelligence for

Projects4 Weeks

Scope: Industry specific Add-ons

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Scope- High Level Business Process

Module High-Level Process Detailed Process

Fusion Project Costing

Manage Project

Creation of projects with task list

Assignment of resources at project and task level

Assignment of Asset at project or task level and interfacing

the same to FA on project completion

Project Cost

Manage Project cost , allocation of cost and burdened cost

Manage Interface of project cost from other sub-modules

Manage Project costing accounting

Project costing report

Projects - Cross Subject Area Analysis - Real Time

Project Costing - Unprocessed Transactions Real Time

Project Costing - Actual Costs Real Time

Project Costing - Expenditure Item Performance - Real Time

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Fusion Project

Contract Cloud

Service

Manage Contract

Definition of contract with customers

Approval of contracts

Invoicing Rule and revenue recognition rule for contract

Assigning Single / Multiple Projects with Contract

Contract amendment

Project Billing Transaction

Generation of Draft & Final Revenue

Generation of Draft & Final Receivables Invoice

Manage Project Revenue Accounting

Report

Project Billing - Funding Real Time

Project Billing - Invoices Real Time

Project Billing - Revenue Real Time

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Fusion Project Control

Cloud Service

Manage Project Budget and Forecast

Creation of Project Cost Budget

Creation of Project Revenue Budget

Creation of Project Cost Forecast

Creation of Project Revenue Forecast

Control Project commitments

Apply Progress to project Plan

Microsoft Excel integration for Budget and forecast entry

Automate forecast Generation

View Compare Published Progress

Report

Project Control Real Time Report

Project Control - Budgets Real Time

Project Control - Forecasts Real Time

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Implementation Scope

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High Level Scope DefinitionPPM Financial Track

Project Costing and

Control

• Configure 1 legal entity

• Configure 1 Business Unit

• Configure 1 reference set in addition to common

• Configure Project Unit and Organization Structures

• Configure Cost Collection Centre Sources Mapping

• Modify maximum of 2 delivered workflow depending on the feasibility

configuration flexfields/Checklist/Document of records based on the business

requirement

Project Contracts and

Billing

• Configure Contract Types

• Configure 1 invoice format , Invoice Method and Revenue Methods, Invoice

Template based on the business requirement)

• Configure Multicurrency options based on the business requirement

• Modify maximum of 2 delivered workflow (Contract, Invoice) depending on

the feasibility configuration flex fields/Checklist/Document of records based

on the business requirement

FSO Scope DefinitionFusion PPM Cloud Scope

Fusion

PPM

Project units One Project Unit will be defined based on Project requirements

One project expenditure organization project expenditure

organization

project calendar • One project calendar

• Two Project Templates Project Templates

Project Types • Two Project Types

• Ten expenditures Types expenditures Types

None Labor Resources • Ten

• One Burden structure

Financial Plan types • Four Financial Plan types

• TwoContract Line Type

High Level Scope DefinitionHistory Data Migration

Data Elements Volume of Data

Companies • Active companies

Departments • Active departments

Project Organizations and Hierarchy • Active Project owning Organizations

• Active Expenditure owning organizations (Limited to 1 BU)

Projects • Active, ongoing Projects

Project Structures • For each on going Project

Expenditure Categories and Types • Implementation decision based

Project Contracts • Open Contracts (Customer Agreements) (Limited to 1 BU)

Project Historical Cost • Summarized Cut-over cost

Project Historical Revenue • Summarized Cut-over Revenue

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Implementation

Methodology

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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

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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

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Implementation ApproachKey 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

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Implementation ApproachProject Design

Configure Validate Transition Realization

Plan Project

Kick off meeting

Prepare Detailed Release Plan

Functional Design Workshop

Gather Setup Information

Conduct Data Load workshops

Conduct Integration workshops

Setup Applications

Conduct Functional Prototype

(FP1) Workshops

Capture & Prioritize Changes

Populate Data Load Templates

Prototype Data Load FP2

Prepare Integration Details

Apply & Validate Extensible Items

Implement & Validate Integrations

Load & Validate Data

Update Setups

Prepare Validation Scripts

Load, Reconcile & Validate

Data Loads

Conduct End-to-End Review

Prepare Training Material

Conduct Train-the-Trainer

Workshops

Migrate Configuration to

Production

Migrate Integration &

Extensions to Production

Load, Reconcile & Validate

Data Loads in Production

Final Validation Review with

Users & Stakeholders

Verify Production &

Operational Readiness

Begin Production use

Manage Transition to Steady-

state Operations

Plan for Next Release

Post Go-Live Support

Gain Acceptance

Close Project

Typical DeliverablesDeliverables included in Scope Description

Project Charter Details of Mission Statement, Approach and Execution

Project Wok Plan High level tasks and timelines for all project activities

Set up Document Summary of the configurations to be provided based on the collected

business information

Configured Application Development application configured in accordance with the descriptions in

the Configuration Workbook

Test Plan and Scripts Test Scripts for testing the configured functionality in the scope of standard

offering.

Training Material Material to support Familiarization sessions on tools for on going

customers use

Configuration Workbook Details of how the solution is configured

Validated Solution on Production Configured Solution, validated for go live use

Project Organization ChartGTS Consultants

Client Resources

Steering Committee

Board of Management

Board of Management – GTS

ClientProject Manager

GTSProject Manager

IT Team Lead

Steering Committee

Project MgmtGroup

Project Team IT Tech. Team

Business Func. Owner

Key Users

Business Analyst

Configuration Specialist

Tech. Lead

Data Migration Specialist

SolutionArchitect

ResponsibilitiesRole Responsibilities

Project Manager

• Day to day project activities.

• Internal communication

• Management of project resources

• Progress reports and milestones

• Issue and Risk Escalation

Business Analyst

• 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

Role Responsibilities

Business Owner

• Responsible for the respective business domain.

• Provides the business requirements.

• Signs off process documents

Key User

• 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

Responsibilities

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Implementation Timelines

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Package 1 – High level plan (Financial Track)

26

• Package 1 - Fusion PPM Financial Track (12 Weeks)

W1-

Planning

W2- Familiarization

W4- FP1

W6- FP2

W9- UAT

W10- Go-

Live

W12-

Support

� Project Costing

� Project Control

� Project Performance Reporting

W1- Planning

W2- Familiarization

W6- FP1

W9- FP2

W13- UAT

W14- Go-

Live

W16-

Support

• Package 2- Fusion PPM Financial Track (16 Weeks)

� Project Costing

� Project Control


� Fusion Project Contracts

� Fusion Project Billing

Package 2 – High level plan (Financial Track)

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Package 1 – High level plan (Execution Track)

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• Package 1 - Fusion PPM Execution Track (14 Weeks)

W1- Planning

W2- Familiarization

W5- FP1

W7- FP2

W11- UAT

W12- Go-Live

W14-

Support

� Project Costing

� Project Control


� Project Management

� Task Management

W1- Planning

W2- Familiarization

W8- FP1

W11- FP2

W13- UAT

W16- Go-Live

W18- Support

• Package 2- Fusion PPM Execution Track (18 Weeks)

� Project Costing

� Project Control


� Protect Contracts

� Project Billing

� Project Management

� Task Management

Package 2 – High level plan (Financials Track)

Assumptions & Obligation

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.

� 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.

� No Major Upgrades will be done during the implementation of the FSO. Upgrade during

initial deployments are out of Scope

Assumptions

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

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.

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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 3rd Part Systems

� UI Personalization

� Custom Roles Setup

� Implementation Services for new features and Releases

� On-Demand Users Training

� Post-implementation support

GTS Your Trusted Partner!

GTS – Capabilities & Experience

16+ Years of experience in

implementing Oracle ERP in

MENA region

20+ Project Suite

implementation experience

Large Pool of OPN Certified Oracle

Application consultants in

• PPM Cloud

• E-Business Suite

Certified Cloud Implementation

Partner

Well

Acquainted with region-specific project

business processes

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Contact for Enquiry

Name : Murali M

Title : Business Development Manager

Phone : +971 4 5079945

Mobile : +971 55 450 5108

Fax : +971 4 5079998

Email : [email protected]

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THANK YOU

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fixed scope offering for “oracle fusion ppm” - gtsuae.com fusion ppm fso 2015.pdf · page 4 fso...

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