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VisualPlex ExchangeProject Definition Phase

June 23, 2000

Prepared James M. Dutcher

Oracle Consulting Services

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Content

• Background

• Project Definition - Goals & Objective

• Phase Approach

• Deliverables Produced

• Results by Area - Activities Accomplished

• Phase Conclusions

• Implementation Strategy

• Workplan

• Assumptions

• Oracle Responsibilities

• VisualPlex Responsibilities

• Estimate Oracle Resources - person days

• Next Steps

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Background

• Oracle Consulting group joined the VisualPlex team in late May to assist VisualPlex meet Oracle Exchange release and implementation goals for the launch phase

• A fast track phase implementation approach is being followed. The first two phases of the project are completed.

Business Definition Mapping Phase

• The purpose was to assess VisualPlex launch goals, identify OEX fitness & gaps, and prioritize launch tasks.

• The result was a clear definition of VisualPlex launch scope and objectives, a feasible high level work plan, and immediate next steps

Project Definition Phase

• The purpose was to jump start those tasks that are pre-requisite to OEX Launch implementation tasks, define roles & responsibilities, and set estimated completion dates and dependencies.

• This document presents the results from the project definition phase.

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Project Definition - Goals & Objectives

• Define Launch detail project plan

• Perform Launch Services pre-workshop activities

• Assemble execution teams

• Define Post-Launch Phase Goals & Objectives

• Assist VisualPlex Defining Catalog Management/Schema

• Perform Supplier Catalog Analysis (B&L)

• Assist VisualPlex with Marketing Model Guidelines, Standards, and Procedures

• Assist VisualPlex with Registration & Profile Guidelines, Standards, and Procedures

• Perform Revenue Model Business Requirement Mapping

• Explain & Distribute OEX Interfacing technical specifications

• Accelerate the implementation curve by providing VisualPlex with OEX default guidelines and sample documents

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Phase Approach

• Project definition activities were facilitated through workshops

• During each workshop, roles & responsibilities were assigned, and a tentative deadline was identified.

• The following workshops were conducted:

Marketing Model pre-launch activities

Profile & Registration pre-launch activities

Catalog Purchasing pre-launch activities

Catalog Management pre-launch activities

Launch Services Workshop

Integration

Revenue Model Assessment

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Deliverables Produced

• Marketing Branding Guidelines

• Profile & Registration OEX Technical Architecture

• Profile & Registration user/roles and process flows.

• OEX Integration & Transaction Delivery technical specifications & guidelines

• Catalog Management/Schema guidelines

• Catalog Schema XML Template

• Revenue Model Business Requirement Mapping

• VisualPlex Catalog Schema - Initial Solution

• VisualPlex Catalog Schema searching guidelines

• Launch Services Workshop High Level Design

• Launch Project Workplan

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Marketing Model - Workshop

• Accomplishments

Oracle Marketing Guidelines were presented, explained, & distributed to the team: Legal Notice, privacy term, logo, mission statement, FAQs, technology & architecture, welcome page & logo, security text, supply chain text.

VisualPlex marketing content roles & responsibilities were assigned

• Work in-progress

Started the process to work with lawyer S. LaLuke to addend / modify legal agreement and privacy notice for the Exchange started.

Started working on marketing content

• Open Issues

Identify Marketing Content that will be placed in the exchange and the marketing content that will be placed in the VisualPlex HUB

Determine which portions of the legal and privacy agreement can be modified

• Next Steps

Finalize the Marketing Content

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Registration & Profiling

• Accomplishments

Oracle Exchange user, roles & constituency’s responsibilities were discussed. Detail process flows for each constituency was distributed to the team.

OEX Registration & Profiling technical architecture document was distributed to VisualPlex to be used as input by VisualPlex to define its global registration strategy.

• Work in-progress Trading partner constituencies guidelines

VisualPlex registration technical architecture

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Registration & Profiling Continue.....

• Open Issues

Define VisualPlex trading partner registration strategy: single registration point, OEX legal document acceptance

OEX user/company registration inbound API.

• Next Steps

Define VisualPlex registration standards, guidelines & procedures

Define registration accept/reject criteria

Finalize trading partner constituency guidelines

Finalize registration technical architecture

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Catalog Management

• Accomplishments It was decided that OEX Price list functionality was OK to meet VisualPlex

pricing launch requirements. But a pricing customization is critical post-launch.

OEX Catalog schema guidelines were presented, explained, and distributed. UN/SPSC code was explained. Roles & Responsibilities were assigned.

Catalog schema loading, and catalog loading technical specification were presented and distributed. Roles & Responsibilities were assigned.

Catalog Structure & Schema Strategy for contact lenses was defined

Catalog item searching workaround was identified

• Work in-progress Sample catalog extract data files are being produced for B&L contact lenses

items

Catalog Structure/Schema Strategy for frames is being defined

Catalog item search scenarios are being defined and tested

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Catalog Management Continue......

• Open Issues

VisualPlex strategy to address industry pricing conplexity

Define Visualplex OEX searching, and pricing requirements

Review Oracle policies & processes to apply OEX customization

Finalize STC role and availability

• Next Steps

Define Catalog Structure/Schema Strategy for the rest of the item categories.

Finalize searching guidelines

Define Item description guidelines

Produce Catalog Schema XML extracts

Produce B&L XML Catalog extracts

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Catalog Purchasing

• Accomplishments VisualPlex Catalog Purchasing Guidelines were

discussed, responsibilities were assigned.

EFT payment method workaround was defined and approved

• Next Steps Define Catalog Purchasing search scenarios to

validate searching strategy

Define Catalog Purchasing testing scripts

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Integration - Post Launch Goals

• Accomplishment

OEX integration technical architecture and specification was presented, explained and distributed. OAG templates were distributed.

OEX transaction delivery mechanism was presented, explained. The team developed a high level integration strategy to be discussed with STC.

Interface post-launch priorities were identified. VisualPlex identified the following integration priorities:

– OEX - Supplier ERP: Outbound PO

– Supplier Catalog - OEX: Inbound items, Inbound price lists

• Open Issues

STC role, responsibility, availability, and commitment

• Next Steps

Defined and Finalize VisualPlex Integration strategy

Meet with STC to start integration workshops

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Launch Services Workshops

• Accomplishments Reviewed launch services workshop, course outline,

participants job description.

Reviewed Launch Services logistic requirements

Identified Workshop tentative schedule

• Next Steps Secure logistic resources

Identify attendees

Produce course material

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Revenue Model - Workshop

• Accomplishments Presented an overview of OEX billing system, its payment method, price

list definition, available reports, and invoice presentment. The goal was to provide VisualPlex with information to finalize its Revenue Model.

Identified OEX billing required attributes needed for upload proprietary billing engine.

• Work in-progress VisualPlex Billing Strategy

• Open Issues OEX transaction APIs and Tools

Identify roles, responsibilities, and deadlines

• Next Steps Finalize the Revenue Model

Finalize the Billing Strategy

Define VisualPlex Billing Technical Architecture

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Other Areas Discussed

• Testing

OEX Testing script template was distributed to VisualPlex

Testing roles & responsibilities were identified

• Support

Define VisualPlex helpdesk support structure

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Project Definition Phase Conclusion

• OEX Price list functionality was OK to meet VisualPlex pricing launch requirements. But a pricing customization is critical post-launch.

• Pre-launch tasks were identified, prioritized, and started.

• Roles & Responsibilities for each Pre-Launch tasks were assigned, and an estimated task completion date was defined.

• Workaround for Launch business requirement Gaps were identified and accepted (Catalog Purchasing EFT, Searching, Column Pricing).

• OEX sample guidelines were distributed.

• OEX technical interfacing environment specifications were presented and distributed.

• Contact Lenses Catalog Schema definition was produced and a process to finalize definition for other items is currently in-progress.

• Launch project workplan was developed.

• Oracle Resources Launch project estimates were produced.

• Post-Launch interface priorities were identified.

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VisualPlex Exchange Implementation Strategy

• Project Phases Business Requirement Mapping

Project Definition

Pre-Launch Activities

Launch Services

Configure Development & Testing Instance

Configure Production Instance

Post system support

Next

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Project TasksProject TasksPhase 2.0 - Launch2.1 Project Definition 2.2 Pre-Launch Tasks

Revenue & Billing StrategyFinalize Guidelines, Standard, ProceduresGenerate Marketing ContentProduce extract data filesFinalizeTesting ScriptsFinalize Lauch Services RequirementsFinalize Catalog Schema

2.3 Launch Services WorkshopsSign OEX ContractVisualPlex Exchange ActivationConfigure OEX for WorkshopsConduct Workshops

2.4 Configure VisualPlex Testing ExchangeBranding OEX - Content ManagementRegister Companies & UsersAssign Roles & ProfilesConfigure & Setup Catalog SchemaLoad Catalogs & PricesTesting

2.5 Configure VisualPlex Production ExchangeConfigure & Load production environmentUser acceptance TestingOpen & Launch VisualPlex Exchange

2.3 Rollout & Post system support

Jun12 Jun19 Jun26 Jul3 Jul10 Jul17 Jul24 Aug7 Aug14 Aug21 Aug28 |-----------|---------|----------|----------|----------|----------|----------|----------|----------|----------|-

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Assumptions

• OEX Contract will be signed Friday June 23, 2000

• STC will join the project in time for pre-launch tasks (Monday June 26, 2000)

• Trading Partner Catalog Administrator involvement will start on Monday June 26, 2000

• Revenue Model technical tasks only include OEX Billing transaction extraction capabilities.

• Only one supplier catalog will be uploaded

• Only 4 buyers, and one user per buyer contituency will be setup in OEX

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VisualPlex Responsibilities

• Define VisualPlex Guidelines, Standard, and Procedures

• Develop OEX Marketing Content, including the legal and privacy agreement

• Define VisualPlex functional and technical registration strategy and its interaction with OEX

• Define the catalog schema strategy

• Generate XML catalog schema extracts

• Generate XML catalog (items & price lists) extracts

• Develop VisualPlex supplier & buyer Custom Integration point

• Develop Testing Scripts

• Develop and Implement VisualPlex support structure

• Perform user acceptance testing

• Assist in Launch Services Workshops

• VisualPlex strategy to address industry pricing conplexity

• Define, and design Visualplex OEX searching, and pricing requirements

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Oracle Responsibilities

• Coordinate the efforts with OEX Oracle Development

• Brand OEX with VisualPlex Marketing Content

• Assist VisualPlex defining trading partners constituencies (users/roles)

• Provide VisualPlex with the latest catalog loading XML templates

• Implement & Load VisualPlex Catalog Schema extensions

• Load VisualPlex items and price lists

• Perform Unit Testing

• Resolve OEX issues resulting from testing

• Assist VisualPlex configuring Testing and Production instance

• Conduct Launch Services Workshop

• Review Oracle policies & processes to apply customizations to OEX

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Person days Oracle Resources - Estimate

Resource

40404030

160Total

Person/Days

Assumptions:1) Contract will be signed Friday June 23rd2) Estimates Include Oracle Services for Miriam Gallardo, Jim Dutcher, and Scott Howard from June 26th until August 10th3) Estimates Include Oracle Services for TBD from July 17th until August 25th4) VisualPlex Exchange Launch Date is August 9th5) Post system support will be from August 9th to August 25th

Jim DutcherMiriam GallardoScott HowardZane Dick

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Next Steps

• Sign the contract Start VisualPlex instance activation process

• Start Pre-Launch Phase: June 26 - July 7 Finalize Revenue & Billing Strategy

Finalize VisualPlex Standards, Guidelines & Procedures

Finalize Marketing Content

Finalize Catalog Schema

Generate XML extract datafiles

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Thank You