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Evosys’s Fixed Scope Offering for Oracle Fusion Procurement
Confidential | Copyright © Evosys
Business Objectives Fixed Scope Offer - Procurement Project Deliverables Scope Exclusion Implementation Approach Key Assumptions Project Team Structure Client Responsibilities Business Benefits Evosys Advantage Additional Services from Evosys for Cloud Applications Evosys Cloud Clientele Evosys Certified SaaS Implementation Partner
Content
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For Today’s Business Challenges, We have the Solution
Segregated Procurement
Process
Issue: No Centralized View of Procurement Process
CentralizedProcurement
Time Constraint
Issue: Client can not afford to loose time in transition to a
new system
Fusion Implementation
is Quick
Infrastructure Hassle
Issue: Procuring & Managing Hardware Infrastructure (Servers etc.)
No Hassles for Hardware
Procurement & Management
Solution: Evosys’ Fusion Implementation approach is “Quick” & Provide visibility via higher ROI
Solution: Cloud based applications doesn’t require any special hardware infrastructure
Solution: Oracle Fusion Purchasing provides Centralized Procurement driven concept no issues related to ownership of liabilities, received goods or legal issues related to payment and international trade.
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Facilitate Shared services model and centralized procurement function.
Implement a disciplined procurement environment providing relevant insight and operational rights to procurement users at different levels in the Procurement chain and various levels in the organizational hierarchy.
Well defined workflow across the Oracle Fusion Procurement suite provides right access to necessary users with required rights to perform specific actions during the life cycle of the Procurement process.
Analytics focusing on business intelligence provide vital information to the management, daily users and suppliers
In-built intelligence with business transactions--Role based dash boards and work area for buyer, approver; presenting the statistical report, trend, spend analysis, personalized search capability
Enhanced sourcing capabilities with Supplier analysis, visibility of supplier lead time and popularity across departments
Single log-on for supplier providing complete visibility to their transactions and full invoicing capability
This application provides for inbuilt universally followed contract standards with the required flexibility to make business operations simpler while operating in a global economy.
Facilitate end user self service to a great extent. The user interface being easy to understand and adopt - increases efficiency in operations, enhances consumer shopping experience, promotes supplier enablement and end user satisfaction.
Business Objectives
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Fixed Scope Offer - Procurement
List of Modules:
• Fusion Purchasing• Fusion Self Service Procurement• Fusion Sourcing• Fusion Procurement Contracts• Fusion Supplier Portal
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Fusion PurchasingBusiness Scope – High Level Business Process
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
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
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Fusion Purchasing Self Service Procurement Business Scope – High Level Business Process
Business Process
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
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
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Fusion Sourcing Business Scope – High Level Business Process
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 by 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
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Fusion Procurement ContractBusiness Scope – High Level Business Process
Business Process
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
Contract Configuration Manage Party Roles
Manage Contract Roles
Manage Contract Line Types
Manage Contract Types
Manage Hold, Cancellation, Close Reasons,Risks
Contract Terms Template
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Fusion Supplier PortalBusiness Scope – High Level Business Process
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
Mange Orders Manage Orders
Manage Schedules
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Application Scope – Detailed Configuration Scope -1Configuration Details
Business Units 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.AMX setup will be carried out.
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Application Scope – Detailed Configuration Scope-2Configuration Details
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.
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Application Scope – Detailed Technical Scope-3
Configuration Details
Data Migration Migration of open Orders, Agreements and Requisitions
Note: 1. Data has to be provided in Evosys 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 transactional Reports using BI Publisher
Recommended Reports• Total usage and spend on each product on a specific contract for
a specified period of time.• Total usage and spend on each product purchased from a
specific supplier for a specified period of time.• Total usage and spend on a particular manufacturer’s product
code for a specified period of time.• Total usage and spend on each product purchased by a specific
cost center for a specified period of time.
Email Alerts • Development of 2 Emails Alerts (as per the requirements)
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RealizationTransitionValidateConfigureProject Design
Go-Live in 15 Weeks
Implementation Time
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High Level Project Work Plan
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Common Section for all FSOs
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Project Deliverables
Deliverable Name Deliverable Description
Project Charter The project charter would include further details of the project mission statement, approach, plan, scope and execution.
Project Work Plan A plan that describes the tasks and timelines for all project activities.
Application Configuration/SetupDocument
A document that summarizes the configurations to be provided based on the collected business information.
Test Scripts Test Scripts for testing the configured functionality in the scope of standard offering. Any further changes to this document will be performed by Customer.
Training Material Material to support familiarization sessions on the application.
Configured Production Environment Configured Solution, validated for go live use.
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Scope Exclusion
Configuration Details
Single Sign On Single Sign On setup is not included in the current scope of work
Third Party Integrations Integrations with third party systems (inbound/outbound) is not included in current scope of work
Custom Job Roles Configuration of custom job roles would be not considered as part of the project scope
Data Extraction and Cleansing Data extraction from third party system is not included in the scope of the project
End User Training Evosys would follow the train the trainer approach, and end user training is not included in the scope of the project
Change Management Organization change management would be the responsibility of the customer
Migration of Historical Data Migration of historical data is out of scope for the project
Upgrade Upgrade of Fusion Application during project is out of the scope
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Implementation Approach
Project Design
Configure Validate Transition Realization
Finalize Project Plan
Project Kick Off Meeting
Schedule Workshops
Load, reconcile and validate client data
Perform initial setup in staging environment
Conduct workshop to validate configuration of standard functionality
Apply adjusted setup changes to staging environment
Prepare users for validations and confirm solution to be migrated to production
Conduct train the trainer sessions
Configure the production environment
Load, reconcile and validate data loads in production environment
Go-Live (Begin production use of the system)
Provide Post Go-Live Support
Conduct a handoff to the ongoing Client Relationship Management Team
Document lesson learnt and close contract and processes
Iterative
Process
Iterative
Process
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Common business processes & policy across all the business areas would be implemented Data migration to the Fusion instance subject to data provided in the templates provided by Evosys All development and documentation will be done in English The project execution will be done using an onsite-offshore model. No Customization can be performed in the Fusion Cloud Application, only custom configuration within the standard system is performed ‘Train the Trainer’ approach for administering user training Single sign-on solution with Fusion has not been factored Historical data migration is out of scope Organization change Management and end user training will be customer’s responsibility Implementing any requirement, which is not a standard feature of the product, will not be binding on Evosys. The same will be agreed on
based upon on comments received from Oracle using the Metalink Support Application bug repairs are the responsibility of Oracle Support and are not included in the project scope or estimates. All key users of client would be available at common location for all project execution activities including Key User Training and Testing. Upgrade of Fusion Application during project is out of the scope Any 3rd party integration is out of the scope A comprehensive list of assumptions and final timelines & estimates will be provided after a due diligence study conducted by Evosys
Key Assumptions
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Client Project Manager
Project Steering Committee
Evosys Program Manager
Key Users IT Team Functional Consultant -Onsite
Developer - OffshoreDeveloper - Offshore
Project Team Structure
Supported by Strong and
Experience Evosys’s Fusion
Procurement Solution
Architect Team
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Client to finalize license agreements and get staging environment from Oracle for Fusion prior to start of the project Arrange for a Project Executive Sponsor and Project Steering Committee Assign a Project Manager to lead your staff’s efforts Assign experienced and empowered Business and IT users to work closely with Evosys consultants according to project plan (some full-time
allocation may be necessary at times). Perform independently various project tasks according to project plan such as: (a) Provide data in format specified by Evosys b) Customer side
of Integration c) Perform UAT d) End user Training Process & policy standardization across the organization has to be done by the customer prior to start of the engagement Provide timely sign off of the deliverables within the timeframe agreed upon before start of engagement Handle Change Management Communicate project status to entire organization on timely basis
Client Responsibilities
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Evosys Advantage
Early Adaptor of Oracle Partner for Cloud Applications Evosys is Certified SaaS Implementation Partner Good Experience in Implementing Oracle Fusion Procurement Application (Referencable Customer) Working Very Closely with Oracle Product Development team for various Cloud Implementation Projects Very Solid Experience in Implementing Oracle Fusion Procurement Applications 10+ Oracle Fusion Procurement Consultants Experienced in implementing other products of Oracle Cloud like Fusion Financials, Fusion HCM, Taleo, Cloud Planning &
Budgeting which gives an Cutting Edge to Evosys to have overall and better understanding of Oracle Cloud Applications as a whole
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Additional Services from Evosys for Cloud Applications
Automatic 3rd Party Integration
Business Consulting
Master Data Management
End User Training
Change Management
Additional System Workshops
Business Process Documentation
AMC
Fusion Application Upgrade
Custom Reports & Email Alerts Development
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Our Prestigious Cloud Clients
Evosys Cloud Clientele
Above list includes on-going projects also
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