fixed scope offering for oracle fusion · pdf filefixed scope offering for oracle fusion...

Private and Confidential | VC Catalyst 0110 | All Rights Reserved 11

Fixed Scope Offering

For

Oracle Fusion Procurement


Agenda

Company Profile

Company Success Stories

Business Challenges

Business Objectives

Solution Proposal

Oracle Application Cloud Mobile

Scope–Modules and Functionalities

Implementation Approach

Project Timeline

Implementation Plan

Assumptions and Exclusions

Catalyst Team Structure and Responsibilities

Project Team Chart

Customer Responsibilities

Additional Services


Catalyst Business Solutions is

Specialized in IT consultancy and

outsourcing, Oracle solutions implementation

and IT security auditing and implementation.

An Oracle Platinum Partner; committed to

promoting the Oracle products and

developing expertise in technical and

functional consulting.

Expertise

Business process analysis and design

Solution implementation based on Oracle

Applications and Technology

System Integration solutions based on

Oracle Products

Business Intelligence solutions

Services Outsourcing – Administration and

Support Oracle Systems 24/7

The team

Catalyst IT Solutions has highly qualified staff with

extensive professional experience.

The participation of our specialists in major Oracle

projects, offers guaranteed quality services, on time,

and with the accuracy required by the beneficiary.

IT Consultancy Services

Catalyst IT Solutions provides consulting services

And advanced support in the segment of Oracle

technologies and applications.

Our Expert Services cover the following areas:

Auditing and consultancy

Design

Installation

Configuration

Migration

Upgrade

Performance optimization

Management and support

Company Profile


City of Atlanta wanted to transform their business using Integrated Oracle ERP system (25 modules) for all of their 9 key departments : Atlanta Airport, Treasury, Justice, Watershed, Fire, Public Safety, Corrections, Procurement and Recreation.

The implementation focused on retiring the Mainframe and introducing Accrual accounting Method, ensuring ontime revenue recognition and debt minimization through better Collections. This is in addition to introducing various self services for the Citizens and Employees.

This was the largest Public Sector undertaking in the US.

Client Context Catalyst Approach / Key Success Factors

Applications, Technologies and Architecture

Catalyst provided the leadership, domain expertise and the knowhow around Public Sector Financials (esp,. AR/GL), Property Management and Collections.

Catalyst implemented the first-ever Advanced Collections module for any Public Sector in the US.

Catalyst helped the largest airport in the World to achieve ontime revenue recognition through proper integration of Airport management systems and Oracle.

Catalyst supported the user base in 7 departments and transitioned into a success story.

Catalyst ensured other departmental ancillary systems can coexist with Oracle in an integrated way.

The ultimate tool for Catalyst is always the system thinking, technology understanding, management technique and experience around Public Sector Implementations.

Besides that Catalyst aptly used:

Top of the line features around Oracle Apps, technologies and tools

Used AIM 2.0 with extensive details

Worked closely with the Offshore team

Coordinated efforts with Oracle proprietary CEMLI management tools in addition to standard Project Management tools and data conversion tools

Measurable Final Benefits for the Client

Making an integrated City wide system available

Help retire a 18 year old mainframe infrastructure MARS/G.

Impacted over 2 MM citizens to have access to self service to do business with the City.

Ensuring up-to-date Finance data that are critical for the City to float Municipal bonds and apply for Federal other grants including Stimulus package.

Storing data on a central database providing the required business intelligence throughout the City.



Client Context Catalyst Approach / Key Success Factors

Gecamines needed to implement Oracle E-business Suite to replace its old system.

The scope of the project is : Financials (GL, AP, FA, AR, CE) ; SCM (PO, INV, OM ); EAM ; Project costing ; Hyperion.

For some areas like Maintenance and Production, Gecamines didn’t have any specific application

Implementation of an integrated tool linking Production/SCM/Maintenance to Finance

Knowledge transfer to key users through Oracle Education standard trainings in Catalyst Dakar and Douala OAEC Centers

Phased approach

Active involvement of the management

Applications, Technologies and Architecture Measurable Final Benefits for the Client

Improving processing time to do closing on time and to have a better visibility on the activities

Automation of process manufacturing and maintenance

Better visibility on product costs

Better planning, reporting, decision making

Reducing manual entries and reallocate resource on analysis and more value-added tasks

GECAMINES CARTOGRAPHIE SYSTÈME D’INFORMATION CIBLE

GENERAL LEDGER

PROJECTAP FOURNISSEURS

INVENTORY

$

$ $

PURCHASING

ORDER MANAGE

MENTGestion cde

Clients

DELTA PAIE

AR CLIENTS

FAIMMOBILISATIONS

EAMMAINTENANCE

OPMPROCESS

MANUFACTURING

CASH MANAGEMENT

EPBBUDGET ET REPORTING

1

2

3

5

4

6

78

9

10 23

12

13

14

1516

17

18

19

20

21

22

11



Business Challenges

Modern procurement organizations are continually

challenged to deliver cost savings in an effort to help the

company maintain its profit margins. To do this, Procurement

must increase its influence both over suppliers from whom

they source goods and services for the business and over

the spending activities of the company’s workforce


Business Objectives

What Customers need :

Simple Procurement business processes

Accelerate time to value

Collaborate using integrated social solutions

Control costs and reduce risks


Solution Proposal


Oracle Fusion Procurement Cloud Service include :

Fusion Purchasing Cloud Service

Fusion Self Service Procurement Cloud Service

Fusion Sourcing Cloud Service

Fusion Procurement Contracts Cloud Service

Fusion Supplier Portal Cloud Service

Fusion Transactional Business Intelligence for Procurement

Cloud Service


Oracle Applications Cloud Mobile

Cloud Apps

for Tablets

Cloud Apps

for Mobile Web

Simplified desktop web experience

that allows key functionality from

mobile web browsers.

Highly responsive native

experience that leverages

offline & device capabilities.

Cloud Apps

for Smartphones

Native user experience

where most tasks can

be done by simple

gesture.


Scope ModulesModule Key Features

Fusion Purchasing

Cloud Service

Support for centralized, decentralized and hybrid procurement organizations

Buyer work area

Center-driven procurement

Multi currency, multi language support

Global agreements

Streamlined order processing and changed management

Control approvals by amount, business unit, account segment, item, category and location

Fusion Self Service

Procurement Cloud

Service

Consumer user experience

Interactive help and training

Best in class catalog management

Requester analytics

Flexible accounting rules

Support for notes and attachments

Smart Forms

Fusion Sourcing Cloud

Service

Negotiation planning with sourcing calendar, recent activities and recommended actions

Guided negotiation creation with re-usable negotiation styles and templates

Online supplier negotiations

Collaboration with key stakeholders

Consolidated view of sourcing activities for buyers and suppliers

Spreadsheet support for supplier responses and award analysis

Award analysis


Scope Modules

Module Key Features

Fusion Procurement

Contracts Cloud Service

Enterprise contract management

Guided procurement contract creation

Drag and drop contract authoring

Deliverable tracking

Microsoft Word collaboration

Contract deviations management

Fusion Supplier Portal

Cloud Service

Web based supplier self-service

Consolidated supplier work area

Supplier agreement collaboration

Supplier change order management

Electronic invoice presentment

Embedded learning

Information driven user experience


Scope Functionalities(Fusion Purchasing)

Business Process

Manage Orders Manage Purchasing 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


Scope Functionalities(Fusion Purchasing Self Service Procurement )

Business Process

Shop Manage Shopping Lists Perform 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


Scope Functionalities(Fusion Sourcing)

)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 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


Scope Functionalities(Fusion Procurement Contract )

Business Process

Manage Contracts Create Contracts Manage Contract Templates Assign Contract Owner Search Contracts Contracts Work list Manage Deliverables Contract terms authoring within Fusion Contracts, Sourcing & Purchasing Contract Approvals

Contract Configuration Manage Party Roles Manage Contract Roles Manage Contracts Line Types Manage Contract Types Manage Hold, Cancellation, Close Reasons, Risks Contracts Terms Template


Scope Functionalities(Fusion Supplier Portal)

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

Manage Orders Manage Orders Manage Schedules


Application Scope - Configuration Scope 1

Configuration Details

Business Unites 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.


Application Scope - Configuration Scope 2


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 - Technical Scope 3


Data Migration Migration of open Orders, Agreements and Requisitions

Note:

1) Data has to be provided in Catalyst 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 customized reports using OTBI for Fusion Purchasing

Email Alerts Development of 2 Email Alerts (as per requirements)

Security Manage Job Roles

Manage Role Templates

Manage Data Security Policies

Manage Duties


OUM Cloud Applications Services Implementation Approach

Short, well-structured implementation cycles

Iterative configuration

Multiple releases are possible to accomodate incremental scope and/or timeline decisions

Easy-to-follow framework for activities

Single Release Cycle – e.g. two modules

Project Design

Configure Validate TransitionRealizati

onPIS

Multiple Release Cycle – e.g. five modulesProje

ct Desig

n

Configure

ValidateTransiti

onRealization

PIS

Project

Design

ConfigureValidat

eTransitio

nRealiza

tionPIS



OUM Cloud Applications Services Implementation Approach

Project

Design

Configure

Validate

Transition

Realizatio

nPIS

Project

Design

ConfigureValidat

eTransitio

nRealiza

tionPIS

Project Governance Priorities update and release plan adjustmentsEnvision

Production

• High-Level

Business

process

mapping

• Product

Roadmap

• Release Plan

• Fusion Purchasing, Fusion

Self Service Procurement,

Fusion Sourcing and OTBI

• Fusion Procurement Contracts, Fusion

Supplier Portal and Mobile Reporting

& Analysis.

Release 1

Release 2

Standard Package

1 to 2 weeks 14 weeks 10 weeks



Conduct Kick-off Meeting

Schedule Workshops

Conduct Integration and Data Load workshops

Gather Setup Information

Conduct Implementation Checkpoint

Perform Setup

Conduct Workshops & Prototype Configuration

Capture & Prioritize Changes


Load, Reconcile & Validate Data Loads

Update Business Processes and Validation Cases

Conduct End-to-End Review

Migrate Configuration to Production

Manage Transition to Steady-state Operations

Load, Reconcile & Validate Data Loads in Production


Begin system use

Prepare Training Material

Verify Production & Operational Readiness

Apply & Validate Setup Changes

Final Validation Review with Users & Stakeholders

Review In-Scope High-Level Business Processes Plan for Next Release

Post Go-Live Support

Shared responsibility Client responsibilityCatalyst responsibility

Create Detailed Release Plan

Project Design

Configure Validate Transition Realization

Prepare Integration Details

Conduct Train-the-Trainer Workshops

Apply & Validate Extensible Items

Implement & Validate Integrations

Load & Validate Data

Populate Data Load Templates

Project Management


Project Timeline

Activities and Timeline for one release

Project Phase Project Design Configure Validate Transition Realization Post Go Live Support

Week 1 2 3 4 5 6 7 8 9 10 11 12 13 14

Analysis X X X

WorkshopsX X X

X XX X

X X

Modular Setup X X X X X X X

Data Upload X X X X

Documentation X X X X X

Project Management X X X X X X X X X X X

On Shore: Offshore:



The standard business flows and Fusion functionality will serve as the base for the implementation.

Oracle’s OUM for Cloud Implementation Approach will be used for the implementation

A small Project team is formed and empowered to make decisions.

A timeline of 12-14 weeks is assumed with work products delivered during the timeframe, counting from the time that the Fusion Procurement Cloud system is provisioned.

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

In the Cloud deployment model, two project environments are available: A sandbox and a production environment.

Application customization, UI personalization, custom reports and BI objects development, historical data uploads and integration with other systems are outside FSO. All these can be performed as additional services.

Single Sign On set-up is not included.

Organizational Change Management will be Client’s responsibility

Training is based on generic training material, delivered using a classroom based train the trainer approach in a single location with a maximum of 10 attendees.

Customer is responsible for preparing data, extraction from legacy systems and conduct all the corrections based on the templates provided.

No major upgrade will be conducted during the implementation of the FSO.

Key Assumptions and Exclusions



Other Activities and Related Assumptions

Deliverables included in scope Description

Project Charter The project charter would include further details of the project

mission statement, approach and execution.

Project Work plan A plan that describes the high-level tasks and timelines for all

project activities.

Set up Document A document that summarizes the configurations to be provided

based on the collected business information.

Configured Application An application configured in accordance with the descriptions in

the Configuration Workbook.

Future Business Process Model Catalyst will provide the future process model for the standard

configuration of the system.

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

of standard offering.

Validated Solution on Sandbox Configured Final Solution agreed with Customer

Training Material Material to support Familiarization sessions on tools for ongoing

customers use (Reports, Personalization, System

Administration)

Configuration Workbook Details of how the solution is configured

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



Other Activities and Related Assumptions

Activity Assumption

Go-live support Included in current project scope

Project Work plan A plan that describes the high-level tasks and timelines for all

project activities.

Training Project Team Catalyst will organize a training for the customer's core project team members, in a lecture/demo format workshop. Training is assumed to be one workshop per application, for up to 20 attendees.

Familiarization session Catalyst will organize a session of maximum 4 hours, to make the customer familiar with the standard Fusion navigation and personalization's.

Interfaces Not included in scope of current project

User Guide Not included in scope of current project

Administration Guide Not included in scope of current project


Catalyst Team Structure and Responsibilities

Functional Implementation Consultant Gathers business and functional requirements and maps them to application functionalities.

Application configuration

Deliverable creation

Key user training

Functional support

Technical Consultant OIM, APM, BI ,Fusion security management

Data conversion support

UI personalization

Designs and develops analytics and dashboards

Project Manager Responsible for day-to-day project activities

Weekly status reports / milestone

Issue and risk escalation

Catalyst Implementation Team Makeup


Project Team Chart


Customer Responsibilities

Order Fusion Procurement Cloud prior to project start.

Assign a project manager to lead your staff’s efforts

Assign experienced and empowered business and IT users to work closely with Catalyst's consultants according to the project plan(full-time allocation may be necessary at times).

Perform certain project tasks according to the project plan such as

Provide data in format specified by Catalyst

Customer side of integration

End user training

Arrange for a project executive sponsor and project steering committee

Accept that part of the work performed by Catalyst will not be on-site

For the project to be successful, the Customer must fulfil the

following obligations


Additional Services

Integration with legacy applications.

Historical data upload.

Development of custom reports and BI objects

UI Personalization.

Custom application roles setup

On-demand Training

Implementation services for future version releases

Implementation services for additional Fusion Financial modules

Post-implementation support

Additional services provided by Catalyst outside FSO will be

subject to scoping and traditional implementation methods


Q&A

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