fixed scope offering for “oracle fusion procurement” fusion procurement fso 2015.pdfslide 4...
TRANSCRIPT
Slide 1
Fixed Scope Offering for
“Oracle Fusion Procurement”
Slide 2
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 3
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 4
Package Modules Duration
Package 1 Fusion Procurement
• Fusion Self Service Procurement
• Fusion Sourcing
• Fusion Purchasing
• Oracle Transactional Business Intelligence
12 Weeks
Package 2 Fusion Procurement
• Fusion Self Service Procurement
• Fusion Sourcing
• Fusion Purchasing
• Fusion Supplier Portal
• Oracle Transactional Business Intelligence
14 weeks
Package 3 Fusion Procurement
• Fusion Self Service Procurement
• Fusion Sourcing
• Fusion Purchasing
• Fusion Supplier Portal
• Fusion Procurement Contracts
• Oracle Transactional Business Intelligence
16 Weeks
Scope (Procurement Cloud Modules)
Slide 55
GTS’ Offerings
Slide 6
Implementation Scope
6
Slide 7
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
7
Slide 8
High Level Business Process
8
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 9
High Level Business Process
9
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 10
High Level Business Process
10
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 11
High Level Business Process
11
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 12
High Level Business Process
12
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 13
High Level Business Process
13
Business Process
Manage Invoices and Payments • Create Invoice
• Create Invoice without PO
• View Invoices and Payments
Mange Orders • Manage Orders
• Manage Schedules
Slide 14
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
14
Slide 15
High Level Scope Definition
User Management - Roles Offered and their Duties
Roles Offered Duties
Advanced Procurement
Requester
• 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 Supplier List, 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
15
Slide 16
High Level Scope Definition
User Management - Roles Offered and their Duties
Roles offered Duties
Procurement Application
Administrator
• Application Administration, Item Catalog Administration, Requisition
Administration, Sourcing Administration, Supplier Portal Configuration
Management.
Procurement Catalog
Administrator
• Procurement Catalog Administration, Procurement Category Hierarchy
Maintenance, Purchase Agreement Administration
Procurement Contract
Administrator
• 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
16
Slide 17
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.
17
Slide 18
High Level Scope Definition
User Management - Roles Offered and their Duties
Roles Offered 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
18
Slide 19
Implementation
Methodology
Slide 20
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 21
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 22
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 23
Implementation Approach
Conduct Kick-off Meeting
Schedule Workshops
Develop Security and Validation Strategies & Plans
Conduct Design Review
Conduct Implementation Checkpoint
Conduct Technical Design Workshops
Conduct Functional Design Workshops
Plan ProjectManage Transition to
Steady-state Operations
Post Go-Live Support
Close Project
Handoff to Client Relationship Manager
Gain Acceptance
Migrate Configuration to Production
Load, Reconcile & Validate Data in Production
Conduct Implementation Checkpoint
Verify Production & Operational Readiness
Conduct Final Validation Review
Migrate Integrations & Extensions to Production
Begin Production Use
Load & Validate Data
Prepare Validation Scripts
Conduct End-to-End Review
Conduct Implementation Checkpoint
Prepare for Training
Update Setups
Conduct Train-the-TrainerWorkshops
Setup Applications
Validate Configuration
Conduct Implementation Checkpoint
Load & Validate Data
Apply & Validate Extensions and Extensible Items
Implement Security
Prepare Cutover Strategy
Build & Validate Integrations
Project Design
Configure Validate Transition Realization
Slide 24
Typical Deliverables
Deliverables included in Scope Description
Project Management Framework (BT.070) Details of Mission Statement, Approach and Execution
Project Work Plan (WM.010) High level tasks and timelines for all project activities
Configuration Document (MC.040) Summary of the configurations based on the collected
business information
Functional Prototype FP1 Prototype of the configured system
Functional Prototype FP2 Prototype of the configured system
Validation Scripts (TE.025) Test Scripts for testing the configured functionality in the
scope
User Guide (DO.070) Material to support familiarization on the usage of the
application
Super User Training Training session for key users of the application
User Acceptance Testing End to End Testing by key users of the application
Validated Solution on Production Configured Solution, validated for go live use
Slide 25
Project Organization Chart
GTS 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
Func. Owner
Key Users
Bus.Analyst/ Sol.Architect
Configuration Specialist
Tech. Lead
Data Migration Specialist
Slide 26
Responsibilities
Role 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
Slide 27
Responsibilities
Role Responsibilities
SCM/Procurement 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
Slide 28
Implementation Timelines
28
Slide 29
Package 1 – High level plan
29
• Package 1 - Fusion Procurement (12 Weeks)
W1-Planning
W2- Familiarization
W4- FP1
W6- FP2
W9- UAT
W10- Go-Live
W12-Support
� Fusion Self Service Procurement
� Fusion Sourcing
� Fusion Purchasing
Slide 30
Package 2 – High level plan
30
W1-Planning
W2- Familiarization
W5- FP1
W7- FP2
W11- UAT
W12- Go-Live
W14-Support
• Package 2 - Fusion Procurement (14 Weeks)
� Fusion Self Service Procurement
� Fusion Sourcing
� Fusion Purchasing
� Fusion Supplier Portal
Slide 31
Package 3 – High level plan
31
W1- Planning
W2- Familiarization
W6- FP1
W9- FP2
W13- UAT
W14- Go-Live
W16-Support
• Package 3- Fusion Procurement (16 Weeks)
� Fusion Self Service Procurement
� Fusion Sourcing
� Fusion Purchasing
� Fusion Supplier Portal
� Fusion Procurement Contracts
Slide 32 32
Assumptions & Obligation
Slide 33
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 34
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 35
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 36
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 37
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
Slide 38 38
GTS Your Trusted Partner!
Slide 39
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
39
Slide 40
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]
Slide 41 41
Thank You