prepared by sra international, inc. confidential 2009 web-based supply chain management overview...

Prepared by SRA International, Inc. • Confidential

2009Web-Based Supply Chain Management

Overview Course

Prepared by SRA International, Inc. • Confidential

2009

3 • Prepared by SRA International, Inc. • Confidential

Agenda• WBSCM Overview

– Vision – Business Scope– Impacted Stakeholders– Goals & Objectives– Expected Benefits

•What is WBSCM – Commercial Off The Shelf (COTS) Enterprise Resource

Planning (ERP Technologies – Non-Integrated vs. Integrated System Scenario– Application Components – Portal– Process Model (Funds to Order, Source to Award, Ship to

Pay)

•WBSCM Status – Release 1 Program Timeline– Testing Timeline– Training Timeline


WBSCM Overview

WBSCM Overview


WBSCM - A Partnership With A Vision

FSAFSA

USAIDUSAID

FNSFNS

AMSAMS FASFAS

WBSCM will provide new capabilities and functionality to support doing business with USDA!


WBSCM Business Scope

Farmers/Producers

US Freight Carriers

MARAD

US PortsCommodity Suppliers

Schools (27,000 school dists, 94,000 schools)Indian Tribal Orgs (92 ordering agencies)

Non- Profits (60 ordering agencies)

Domestic

Foreign

World Food Organization Foreign Governments (70 Nations)Private Volunteer Organizations (30+)

BUY DISTRIBUTE/SHIP

RECEIVEPRODUCE

FNS

FAS

USAID

Warehouse WarehouseAMS

FSA

Multi Agency EnvironmentIntegrating processes and technology

across the five U.S. agencies responsible for planning, procuring,

managing, and delivering commodities and food supplies domestically and

around the world…


WBSCM Impacted Stakeholders


Goals and Objectives

• Integrate, standardize, and streamline the way we manage the supply chain across government end-to-end – from planning and procurement to ordering, contract management, and delivery

• Leverage best practices and advanced Commercial Off The Shelf (COTS) technologies

• Enable focus on more value-added supply chain functions and less on administrative tasks

• Foster long-term business relationships with suppliers for better cost efficiency

WBSCM GoalsWBSCM Goals

FSA

FSA USA

ID

USAIDMARAD

MARADFN

S

FNS

AMS

AMS

FAS

FAS

To advance our capability to manage and share our nation’s food supply

To proactively forecast and plan supply and demand

To continually advance our partnership, collaboration, efficiency, and service with all business partners

To advance our capability to manage and share our nation’s food supply

To proactively forecast and plan supply and demand

To continually advance our partnership, collaboration, efficiency, and service with all business partners


Expected BenefitsFor USDA

• One standardized, integrated, transparent, and efficient end-to-end process for U.S. supply chain management

• Built-in best practices for procurement, financial management, supply chain mgmt

• Single, authoritative, timely, easy-to-access source of data and automated, paperless workflow with few manual processes and reduced hand-offs

For Our Vendors / Customers

• Streamlined web-based, self service operations

• Simplified submission of orders, bids, invoices, quality certificates, Proof of Delivery..

• Improved real time tracking of business transactions

• Electronic notification of bid awards, shipments and business transaction exceptions

Easier to do business with USDA !Easier to do business with USDA !More efficiency for all involved !More efficiency for all involved !

Easier to do business with USDA !Easier to do business with USDA !More efficiency for all involved !More efficiency for all involved !


What is WBSCM

What is WBSCM

11 • Prepared by SRA International, Inc. • Confidential11 • Prepared by SRA International, Inc. • Confidential

COTS ERP Technologies

COTS - Commercial Off-The-Shelf: Software or hardware products that are “ready-made” and available for sale to the general public used as an alternative to in-house development

ERP – Enterprise Resource Planning: Software to integrate all data and processes of an organization into a single unified system

OrderManagement

Financials

Manufacturing /Maintenance

HumanResources

MgmtReporting

Inventory

Operations

FacilitiesMgmt

Procurement CommonCommon DataData

• Embedded industry best practices to promote business process reengineering

• “Configuration” to adapt to specific processes vs. software development

• Rich functionality and capabilities• Real time, integrated business

transactions• Multi-platform, multi-language

support• Data sharing across all functional

areas

• Reduced Total Cost of Ownership – TCO• Vendor supported• Vendor enhanced


Order ManagementBid Invitation

Procurement

Funds Management

A Business transactionA Business transaction

Interfaces

Interfaces

Non-Integrated System Scenario


Order ManagementBid Invitation

Funds Management

Procurement

Interfaces

A Business transactionA Business transaction• Time delayTime delay until all entities are until all entities are aware of the occurrence of a aware of the occurrence of a business transactionbusiness transaction• InterfacesInterfaces must must bebe built and built and maintainedmaintained to ensure propagation to ensure propagation of informationof information• Risk of inconsistenciesRisk of inconsistencies of of information across entities due to information across entities due to duplication of data, timing and errorsduplication of data, timing and errors• Manual “adjustments”Manual “adjustments” possible possible throughout the processthroughout the process

• Time delayTime delay until all entities are until all entities are aware of the occurrence of a aware of the occurrence of a business transactionbusiness transaction• InterfacesInterfaces must must bebe built and built and maintainedmaintained to ensure propagation to ensure propagation of informationof information• Risk of inconsistenciesRisk of inconsistencies of of information across entities due to information across entities due to duplication of data, timing and errorsduplication of data, timing and errors• Manual “adjustments”Manual “adjustments” possible possible throughout the processthroughout the process

Non-Integrated System Scenario


Funds ManagementFunds Management

Bid InvitationBid Invitation

ProcurementProcurement

A Business transactionA Business transaction

Order ManagementOrder Management

Integrated System Scenario with WBSCM


Funds ManagementFunds Management

Bid InvitationBid Invitation

ProcurementProcurement

A Business transactionA Business transaction • Real time information available to all entities• Always consistent information – single sourced• Supply Chain Integration with Funds Management

• Real time information available to all entities• Always consistent information – single sourced• Supply Chain Integration with Funds Management

Order ManagementOrder Management

Integrated System Scenario with WBSCM


PublicSector –

Proc.

PublicSector – Finance

WBSCM Application Components

Core ERP

• Funds management• Master Data• Inventory• Financials• Integration engine across all modules

Customer Relationship Management

• Web order entry• Web catalogs• Case management

Supplier Relationship Management

• Creation of Bid Invitations• Vendor Bid entry• Bid review• Supplier evaluation

Workflow & Records Management

• Alerting and notification of users• Central repository of documents

Business Intelligence

• Decision Support• Ad-Hoc Reporting• Management Reporting

Portal

• Common User entry point • Seamless navigation across application components

MS Office Integration Interactive Forms

•Productivity Tools• Forms processing

ERP


WBSCM PortalEach participating agency site links to WBSCM splash page

Each participating agency site links to WBSCM splash page

WBSCM splash page links to ‘WBSCM Login’

which launches the WBSCM Portal

WBSCM splash page links to ‘WBSCM Login’

which launches the WBSCM Portal


1Maintain Budget

13 Create Payment Request

eFMS4, 9

Manage Commitment & Obligation

8Create

Purchase Award

10Receive

Shipment Notification

2Enter Order

SDA / ITO / RA / PVO / WFP / FFW

Purchase Order

Order EntrySubstitutions Preferences

Markings

InvoiceQuality Certificate

NPS / NPSDW Payment RequestPayment Confirmation

Send Payment

Automated Fund Balances

ObligationDrawdown (FAS Only)

USAID Freight Excluded

Fund Balances

Receipts

AMSFNSFSA

AMSFNSFSA

AMSFSAFAS

7Bid

Optimization

Vendor Bid ConstraintsUSDA Bid Constraints

Award Recommendations

FSA

FNSFASUSAID

AMSFSA

CORE

Payment in Transit

Accounting

Ship Notice

Purchase ActualsShip Notice

Domestic & International Orders

Manual fund Entry Manual Fund Balances

11Receive

Material/ Freight

12 Post, Match & Approve

Invoice

Matched Invoice

Receipt Entry(Load & Discharge Ports)

14Periodic

Accounting Processing

Receipts

Accounting

Purchase OrderPayables

Purchase Actuals

Bid ResponsePO MaintenanceEnter Ship NoticeEnter Invoice, Quality Certificates, OBL

5Manage Bid Invitation

Bid InvitationBid Responses

6Evaluate Bid

and Optimization

Results

Bids Awards

3Create

Purchase Requisition

PRs

Commitment Drawdown (FAS Only)

USAID Freight Excluded

FPDS-NGOEO-FAADS/ FFATA

PPIRS

Award Notice

FNSFASUSAID

FSA

AMSFSA

AMSFSA

AMSFSA

AMSFNSFSA

NDBFPRS

Bonus Information

Fund AvailabilityFund Consumption

Accounting

AMSFNSFSA

1bManage Intl Agreements

FAS

FADS / FAIS

Agreements

Check Compliance (FAS only)

Obligate (FAS only)

Warehouse Order?

No

OBL

MARAD

Ocean Freight Diff

15Establish /

Clear Receivable

AMSFNSFSAFAS

NRRS / DW

Receivable

Damage & Shortage

Manual Claims Entry based on Receipts and Warehouse Processes

Accoun ting

Actual Expenditures

3aFulfill from Warehouse

YesManage Service

Contracts

16Manage

Warehouse Inventory

Replenishment Orders

Purchase Orders

Goods Issued

Vendor

FNSFAS

AMSFSAFAS

FNSFSAUSAID

1aManage

Entitlements

Entitlement Checking

FNSFASUSAID

FNS

WBSCM Process Model

F2OF2OFunds to OrdersFunds to Orders

F2OF2OFunds to OrdersFunds to Orders

S2AS2ASource to AwardSource to Award

S2AS2ASource to AwardSource to Award

S2PS2PShip to PayShip to Pay

S2PS2PShip to PayShip to Pay

MData – Master DataMData – Master DataSpecProc - Special ProcessSpecProc - Special ProcessTech - TechnicalTech - Technical

MData – Master DataMData – Master DataSpecProc - Special ProcessSpecProc - Special ProcessTech - TechnicalTech - Technical


Baseline Process Flow

CRM SRM-PSERP

CaptureSubstitutable

CreateSales Order

CreatePR from

Sales Order

CommitFunds

CreateSales OrderOrdersOrdersOrdersOrders

Customers

BEOS



CRM SRM-PSERP

CreateSales Order


CreateSales Order

CreatePR from

Sales Order

CreateExternal ReqmtsIn SourcingCockpit

CommitFunds

Create& Release

Bid Invitation

AcceptBids

Bid InvitationBid InvitationBid InvitationBid Invitation

BidsBidsBidsBids

OrdersOrdersOrdersOrders

Customers

Vendors

BEOS



CRM SRM-PSERP

CreateSales Order


CreateSales Order

CreatePR from

Sales Order

CreateExternal ReqmtsIn SourcingCockpit

CommitFunds

Create& Release

Bid Invitation

AcceptBids

EvaluateBids

Optimize Bids

Commodities / Freight

Bid InvitationBid InvitationBid InvitationBid Invitation

BidsBidsBidsBids

OrdersOrdersOrdersOrders

Customers

Vendors


WBSCM Status

WBSCM Status


Search andSelection

• Business Requirements Definition

• RFIs, RFPs• Product

Evaluations & Selection

0Strategy

&Selection

0Strategy

&Selection

Requirements, Contract

• Scoping• Team Setup• Project Kick-

off• Planning &

Budgeting

1ProjectKick Off

1ProjectKick Off

Detail Design Specifications

(Blueprint)

• Process Design• Configuration Design• RICEFW Functional

Design• Data Mgmt Plan• Training &

Communication Plan• Technology Design• Planning &

Budgeting

2Design

2Design

Step by step process

Leads to strong structure

• Configuring• RICEFW Technical

Spec• Building:

• Processes• Training• Programs• Technology

• Testing• Go-live Planning• Communicating

3Build /Test

3Build /Test

Final Walk Through

• Acceptance Testing• Training• Planning &

Budgeting• Communicating• Production Cutover!

4Deploy

4Deploy

Moving in!!

• Go-live!• Monitoring• Final Revisions• Support

5Go Live

5Go Live

A Home Building Analogy

WBSCM Release 1 Program TimelineWe are hereWe are hereWe are hereWe are here

Dec 31, 2009


Testing Timeline

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 12/31/09

1/1/09 11/1/09

3/1Integration Environment

Available for Test Execution

1/1/09 - 11/1/09Test Phase (10 mos)

11/1/09 - 12/31/09Deployment Phase (2 mos)

4/1 - 5/15Test Cycle 2


11/1 - 12/31Cutover Testing (2 mos)



9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End

2/12 - 8/1External User Interface Development (5+ mos)

8/1 - 11/1Ext. User Interface Testing (3 mos)

7/1 - 8/1Ext. Test Trng

External TestingUSDA/USAID is responsible for:- Identifying external testers- Coordinating external tester training- Coordinating external test activities

UAT/Cutover Testing USDA/USAID is responsible

for:- Identifying UAT testers- Executing UAT tests- Executing Cutover tests

SIT Testing USDA/USAID invited to

participate in Integration Testing activities


Training Timeline

12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10

9/1/09– 1/1/2010External Training (4 mos)

1/1/09 12/31/09

1/1/09 11/1/09



7/1Int. Training Environment

Ready for Data Load

7/1 Ext. Training Environment

Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng

2/1 - 8/1Internal Training Documentation Reviews (6 mos)

12/31/09 - 2/1/10PD Trng (1 mo)

10/1 - 12/31Internal Training (3 mos)

11/1 - 12/31Cutover

1/1 - 11/1Deployment Planning & Preparation




Ready for USDA Access

8/1Ext. TrainingEnvironment


8/1 - 8/15SME Pilot

2/1 - 8/15External Training Documentation Reviews (6 mos)

8/15 - 9/1 Instr Pilot

12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



ExternalTraining

SystemAdministratorGuide/Course

TrainingEnvironments

OverallWBSCMSchedule

InternalTraining

12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



ExternalTraining



12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



ExternalTraining




InternalTraining

12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



ExternalTraining




InternalTraining

12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



ExternalTraining



12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



12/21ORR

12/10PRR

9/1TRR

12/31/09Go-Live

1/1/09 3/1/102/1/09 3/1/09 4/1/09 5/1/09 6/1/09 7/1/09 8/1/09 9/1/09 10/1/09 11/1/09 12/1/09 1/1/10 2/1/10

O&M

1/1/09 2/1/10

1/1/09 2/1/10


1/1/09 12/31/09

1/1/09 11/1/09




Ready for Data Load


Ready for Data Load

1/1/09 12/31/09

1/1/09 - 11/1/09Test Phase (10 mos)







9/1 - 11/1UAT (2 mos)

7/1 - 9/1End to End


9/1 - 10/1SME Trng


12/31/09 - 2/1/10PD Trng (1 mo)


11/1 - 12/31Cutover








8/1 - 8/15SME Pilot



ExternalTraining




InternalTraining

External TrainingUSDA/USAID is responsible for delivering external training using e-Learning courses

Internal TrainingUSDA/USAID is responsible for:- Identifying participants for instructor led training courses- Registering participants- Confirming participants

prepared by sra international, inc. confidential 2009 web-based supply chain management overview...

Documents

sra international

confidential goals

wbscm commercial

plan supply

world slide

nations food supply

confidential expected

supply chain mgmt single