cbs_fusion_overview.pdf

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

Fixed Scope Offering

For

Oracle Fusion HCM

SaaS Implementation


Agenda

Company Profile

Company Success Stories

Business Challenges

Business Objectives

Solution Proposal

Oracle Application Cloud Mobile

ScopeModules 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 didnt 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 SYSTME DINFORMATION 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

Challenges for a Better Employee

Relationship Management

Retaining and rewarding the best employees

Finding employees with the increasingly specialized skills

Creating smooth and efficient HR processes that ensure a good

employee experience

Creating an employee-centric, service-oriented HR organization


Business Objectives

What Customers need :

Protecting their investment in Oracle solutions.

Getting the key benefits of Oracle Fusion Applications.

Mitigating the risk of upgrading , reimplementation, or

coexistence.

Minimizing disruption to daily operations.

Keeping employees motivated and challenged.


Solution Proposal


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.

Oracle Applications Cloud Mobile

User Experience Aligned with Specific Business Needs


Mobile Offering for Oracle Apps Cloud

Available Today

Global Human

Resources

Talent

Management

Learn Social

Network

Service &

Support

Sales &

Marketing

Enterprise

Planning

Business

Intelligence


Oracle HCM Cloud Mobile


Oracle HCM Cloud Mobile

My Day

My Tasks

My Wellness

My Reputation

and About My JOB

My Videos

My Competitions

All About ME


Scope Modules Licensed Subscription Service Module Name Standard

Package

Extended

Package

Fusion HCM Base Cloud Service Oracle Fusion Global Human Resources x

Oracle Fusion Network at Work x

Oracle Fusion Workforce Directory Management x

Oracle Fusion Benefits x

Oracle Fusion Absence Management x

Oracle Fusion Workforce Predictions x

Fusion Transactional BI for HCM Cloud Service Oracle Fusion Transactional BI for HCM x

Fusion Performance Management Cloud Service Oracle Fusion Performance Management x

Oracle Fusion Talent Review and Succession

Management Cloud Service

Oracle Fusion Talent Review and Succession

Management

Fusion Goal Management Cloud Service Oracle Fusion Goal Management

Fusion Workforce Lifecycle Manager Cloud Service Oracle Fusion Workforce Lifecycle Manager

Fusion Talent Management Base Cloud Service-

Hosted Named User

Oracle Fusion Network at Work

Oracle Fusion Workforce Directory Management

Fusion Transactional BI for Talent Management Cloud

Service

Oracle Fusion Transactional BI for Talent

Management

Oracle Fusion Workforce Reputation Management

Cloud Service

Oracle Fusion Workforce Reputation Management

Cloud Service

Fusion Workforce Compensation Cloud Service Oracle Fusion Workforce Compensation

Additional Services Integration, Historical Data Conversions, Custom

Developments, Extended Support, Implementation

services for future version releases and application

modules outside FSO.


Scope Modules

Module

Key Features

Global Human

Resources

Simple, modern, productive and intelligent self-service

Analytics embedded in business processes

Robust workflow and approvals engine

Composite, role based, interactive views of worker information

Interactive visual organizational charting

Best-fit analysis to identify most qualified workers

Absence management

Absence

Management

Define and Maintain Absence Plans, Accruals, Eligibility and Enrollments

Schedule and Record Absences

View accrued absence balances and submit absence requests for approval

Manage Absence Processing

Report and analyze Absence Data

Benefits

Complete, Configurable Life Event Management

Complete Benefits Enrollment Processing on demand, automatic, life Vent based and scheduled/open enrollment

Guided Setup Flows and Quick Program and Plan creation

Re-useable Sets of Eligibility Criteria


Scope Modules

Module

Key Features

Performance

Management

Template driven setup that supports different processes such as annual evaluations, project evaluations, one to one interviews, exit interviews etc.

Intuitive task list and navigation

Easy Viewing of Worker Performance Documents

Real-time embedded business intelligence providing managers deep and meaningful in sight into the performance process

Side-by-side Worker and Manager Ratings

Notifications for events occurred in the evaluation process

Workforce Predictions

Predict Worker and Team Performance

Predict Worker and Team Attrition

Improve Performance and Reduce Attrition through What If modeling Make Decisions and Take Actions Immediately or Overtime Accurate and Statistically Valid Predictions


HCM Core Functionalities

Scope Processes:

Add person

Enable worker

Manage Employment

information

Manage personal information

Promote worker

Transfer worker

Terminate worker

Report on Personnel data

Scope Description:

Only one fully configured Enterprise Structure Legal entity, Data group, Business Units

Load one file for Work Structures jobs,

locations, departments, etc

Up to four (4) standard Application Roles: HR

Manager, HR Specialist, Employee, Manager

One customer specific Data Role for each of the

implemented Application Roles

One Country, One Language

One on boarding and one off boarding checklist

template

Up to five(5) document types

Up to ten (10) Data Fields, one(1) EIT and

one(1) Free Form data structures

One Portrait Gallery file

Configure one(1) Approval Workflow for each

transaction type based on Line Manager

hierarchy

Scope Functionalities


Absence Management

Scope Processes:

Absence plan

Absence automation

Absence formula

Processes in scope

Absence security roles

Scope Description:

Configure the Entitlements for Annual Leave

based on length of service: Simple and

Complex Plans, Types, and Reasons

Automatic balance decrement and accrual

for configured plan(s).

Use only existing Absence formula

Maintain Absence enrollments

Schedule and record absences

Manage Absence processing

Report and analyze Absence Data

Standard Roles and Duties




Scope Processes & Description:

Configure two(2)benefit plan types and up to(5)benefit options per benefit plan

Configure one(1)benefit rate per option in each plan including Five(5)variable profiles per plan.

Configure one(1)benefit coverage per option in each plan

Configure one(1)benefit program in one(1) currency

Configure up to two(2) Eligibility Profiles per Plan, Plan Type and Program

Configure one(1)Eligibility Profile per and/ or Variable Rate/Coverage Profile

Configure one(1)of the following structures per Eligibly Profile, Derived Factor, Service Area.

Define Benefits Life Events: New Hire Enrollment, Employment Termination, Marriage, Gain

Dependent, Job Change, Location Change.

Configure three(3)Year Periods including the Calendar or Fiscal Year periods

Configure one(1)element for each configured benefit rate to store benefit deduction data

Configure up to three(3)Benefits Security Roles (i.e. Benefits Administrator, Benefits Manager

and Benefits Specialist)

Benefits


Performance Management

Scope Processes:

Setup of Performance

Management Business Flow

Setup of Notifications and

Approvals

End to End Flow with Goal

Management if getting

implemented and related Data

with HR core

Scope Description:

Two(2) Performance Document Type

configuration

Performance Templates(2),Sections (2 for

each type), Rating Models(2)

Two(2)Eligibility Profiles

Up to forty(40)Questions in the Question

Library

Up to two(2)Questionnaires

Configure Section Weighting and Calculation

Rules




Scope Processes & Description:

Configure Workforce Predictions models for Performance analytics and Voluntary

Termination

Tweak User interface to change the attributes that are included in each of the

predictive models

Configure up to two(2)new attributes to be used in the Predictive Models and

associated what-if definitions.

Workforce Predictions



The OUM Cloud Approach is specifically designed for implementing Oracle Cloud applications, according to well defined and tested activities and deliverables; it is based on the same principles as Oracles Unified Method (OUM) to allow consistent approach across all our products.

This approach consists of:

1. An efficient approach to Oracle Cloud implementation

An easy-to-follow framework of activities, for a step-by-step project implementation centered around few and essential activities and deliverables

A Prototype approach based on Fusion HCM standard functionality: customers processes are modeled according to Fusion best practice business processes so that customizations are avoided

2. The Oracle Cloud Delivery Toolkit with predefined, value-adding materials:

Ready made materials to greatly reduce workload

Best practice suggestions for all business decisions to be taken during implementation

OUM Cloud Application Services Implementation Approach



Short, well-structured implementation cycles

Iterative configuration

Up to four modules per release cycle

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

Plan Prototype Validate Transition Sustain PIS

Multiple Release Cycle e.g. five modules

Plan Prototyp

e Validate

Transition

Sustain

PIS

Plan Prototype Validat

e Transitio

n Sustain PIS



OUM Cloud Applications Services Implementation Approach

Plan Prototype

Validate

Transition

Sustain

PIS

Plan Prototype Validat

e Transitio

n Sustain PIS

Project Governance Priorities update and release plan adjustments Envision

Production

High-Level Business

process

mapping

Product Roadmap

Release Plan

Global HR, Performance Management, Workforce

Directory Management and

TBI for HCM implementation Benefits, Absence Management and

Workforce Predictions Implementation

Release 1

Release 2

Standard Package

1 to 2 weeks

16 weeks

14 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 responsibility Catalyst responsibility

Create Detailed Release Plan

Plan Prototype Validate Transition Sustain

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 Plan Prototype Validate Transition Sustain Post Go Live Support

Week 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Analysis &

Workshops X X X

Modular Setup X X X X X X X X X

Data Upload X X X X

Documentation X X X X X X X

Project

Management X X X X X X X X X X X X X


Implementation Plan



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

Oracles 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 HCM 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 Clients 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.

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. Any further changes to this document will

be performed by Ventura corporation

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, delivered by OCS consultants, 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.

Training Not included in scope of current project

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 HCM Cloud prior to project start. Assign a project manager to lead your staffs 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 HCM modules

Post-implementation support

Additional services provided by Catalyst outside FSO will be

subject to scoping and traditional implementation methods


Q&A

cbs_fusion_overview.pdf

Documents

catalyst business solutions

team catalyst

consultancy services

oracle applications

architecture catalyst

confidential vc catalyst

support oracle systems

segment of oracle technologies