hand consulting v3_0
TRANSCRIPT
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This is an overview presentation of Fixed Scope Offering from
HAND consultants for implementation of the Oracles industry leadingand most comprehensive Oracle Sales Cloud solution in cloud.
HAND Consultants is a certified key partner of Oracle specialized in
implementation of the Oracle Sales Cloud. We have strong domain
knowledge, a team of skilled and certified Oracle Sales Cloudconsultants.
We have a proven track record of successful CRM implementations
across the Globe
The Oracles CRM cloud services and our unique fixed scope offeringfor the implementation brings to you the quick ROI at minimum risk.
Following presentation gives insight into our fast track methodology,
proven tools and techniques that ensure successful deployment of the
solution in the given timeline and budget.
Executive Summary
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Index
Todays Business Challenges
Proposed Solution
Implementation Approach and Scope
Implementation Methodology and Deliverables
Project Plan
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CRM
Todays Business Challenges
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Todays Business Challenges
Adopt leading Global CRM practices. Take advantages of CRM to attract new customers,
develop existing customers and retain the very
important customers.
Streamline the CRM processes and achievemeasurable efficiencies.
Provide global visibility of the Customer Relationship
in the organization for the management to make
critical global CRM decisions. Fast Deployment of leading CRM solution for quick
ROI
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The Industry Leading Solution
Oracle Sales Cloud
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Leading Solution from Oracle
Do Things Your Way
Know Your People Better
Work As A Team
Oracle Sales Cloud
Customer Relationship Management
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Built on 100% Open Standards
Standard Tools for
Data and ProcessIntegration
Lower Cost
IntegrationLarge Talent Pool
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Oracles Rich History in Cloud Services
In On Demand business since 1999
More than 5.5 million users
Second-largest Cloud provider
Enterprise-grade availability,
performance, and security
More than 20,000 Oracle experts
around the world
Complete portfolio of cloud services
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Option to Move from Cloud to On-Premise
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Cloud Security and Data Protection
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Most Reliable Platform
More than 99.5% uptime
ITIL-based processes
Access to Oracle engineers
Comprehensive production
assessment process
High availability via
Autonomic monitoring, diagnostics Predictive incident management tool
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The Application Scope
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Scope Oracle Sales Cloud
Item included in scope Descriptions
Configuration Limit Up to 100 hours of prioritized work effort
Workshops 1 full day Business Process Workshops
1 full day Super user (train the trainer) workshop session for up to 12 people
1 full day System Administration and Developer review session
Documentation Work Plan
Requirements Document
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Scope Oracle Sales Cloud
Item included in scope Descriptions
User interfaces Web
Business Intelligence Up to 2 Dashboards & Up to 3 Customer Reports(Up to 40 hours prioritized work effort)
Security Up to 6 Standard Roles
Territory Management Up to 3 dimensions (Out of predefined dimensions)
Data Import Customers (up to 50,000)
Contacts (up to 150,000)
Opportunity (up to 10,000)*preformatted files with up to 3 iterations
One Time Setup Data Imports Users (up to 200) and Geographies (Preformatted files)
Training Method Conduct one(1) Train the Trainer Workshop for up to 8 hours to Train up to 12 people on the final
configuration
Additional Configuration Not included in scope of current projectPost Go-Live Assistance 2 Days
Configuration Customer profile, Contacts, Opportunity
Business Automations (i.e. Workflow/Scripting)
UI Changes (i.e. Column extensions, Expose Column extensions, Standard label changes and removal of
fields)
New fields
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Implementation MethodologyOracles Unified Methodology (OUM)
(For Cloud Solutions Implementation)
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OUM Cloud Application Services
Implementation Approach
The OUM Cloud Approach is specifically designed for implementing Oracle Cloud
applications, according to well defined and tested activities and deliverables; it is based onthe 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 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 Oracle Sales Cloud standard functionality: customers
processes are
modeled according to Oracle Sales Cloud best practice business processes so that
customizations are
avoided2.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
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OUM Cloud Application Services
Implementation Approach
Easy-to-follow framework for activities
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
Multiple Release Cycle e.g. five modules
Single Release Cycle e.g. two modules
Plan Prototype Validate Transition Sustain
Plan Prototype Validate Transition Sustain
Plan Prototype Validate Transition Sustain
O C S
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OUM Cloud Application Services
Implementation Approach
Conduct Kick-off Meeting
Schedule Workshops
Conduct Integration andData Load workshops
Gather Setup Information
Conduct ImplementationCheckpoint
Perform Setup
Conduct Workshops &Prototype Configuration
Capture & PrioritizeChanges
Conduct ImplementationCheckpoint
Load, Reconcile & ValidateData Loads
Update Business Processesand Validation Cases
Conduct End-to-End Review
Migrate Configuration toProduction
Manage Transition to Steady-state Operations
Load, Reconcile & ValidateData Loads in Production
Conduct ImplementationCheckpoint
Begin system use
Prepare Training Material
Verify Production &Operational Readiness
Apply & Validate SetupChanges
Final Validation Review withUsers & Stakeholders
Review In-Scope High-LevelBusiness Processes
Plan for Next Release
Post Go-Live Support
Shared responsibility Client responsibilityOracle responsibility
Create Detailed Release Plan
Plan Prototype Validate Transition Sustain
Prepare Integration Details
Conduct Train-the-TrainerWorkshops
Apply & Validate ExtensibleItems
Implement & ValidateIntegrations
Load & Validate Data
Populate Data LoadTemplates
Project Management
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Implementation Approach
Traditional Deployment Methods
Rapid Deployment Methods
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Implementation Timeline
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Assumptions and Obligations
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Key Assumptions
1. The standard business flows and Oracle Sales Cloud functionality will serve as
the base for the implementation.2. Oracles OUM for Cloud Implementation Approach will be used for the
implementation
3. A small Project team is formed and empowered to make decisions.
4. A timeline of XX weeks is assumed with work products delivered during the
timeframe, counting from the time that the Oracle Sales Cloud Cloud system isprovisioned.
5. The implementation is based on the Cloud deployment model, hosted at
Oracle
6. In the Cloud deployment model, two project environments are available: A
sandbox and a production environment
7. No Customisation is performed. Configuration within the standard system is
performed
8. Single Sign On set-up is not included.
9. Organizational Change Management will be Clients responsibility
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Other Activities and Related Assumptions
Activity Assumption
Go-live support Not included in scope of current project
Training Project Team
HAND 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.
Familarization sessionHAND will organize a session of maximum 4 hours, to make the customer
familiar with the standard Oracle Sales Cloud 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
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Your Obligations
For the project to be successful Customer must fulfil the following obligations:
1. Order Oracle Sales Cloud Cloud prior to project start
2. Assign a project manager to lead your staffs efforts
3. Assign experienced and empowered business and IT users to work closely
with HAND's consultants according to project plan (some full-time allocation
may be necessary at times).
4. Perform certain project tasks according to project plan such as a) provide
data in format specified by HAND: b) customer side of integration; c) end user
training
5. Arrange for a project executive sponsor and project steering committee
6. Accept that part of the work performed by HAND Consulting will not be on-
site
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Our References
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HAND Enterprise Solutions Co.,Ltd.
Company Profile Hand ERP consulting services. The Company provides strategic IT enterprise planning service,
business process reengineering consulting, information system design, management software
system installation and implementation services.
The Company primarily offers services for ERP software of Oracle. It also offers professional and
custom-development services according to the actual demands of the enterprises during the ERP
system construction period.
Established in 1996, headquartered in Shanghai, with branch offices in Tokyo, Singapore,
Guangzhou, Beijing, Wuhan, Qingdao, Chengdu and Xian.
HAND has totally 2000+ consultants serving more than 800 customers in the fields of
manufacturing, trading and financial services.
The 1st listed company in China Startup Board focusing on Oracle implementation and support
services. (Stock Code: 300170)
Oracle Platinum Partner
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Hach Inc. U.S
Implementation Site
CN: Beijing
Implementation Company
Hach Inc. U.S.
HachInc.U.S.was founded in 1947, is now a wholly owned
subsidiary of Danaher Corporation (DHR). Hachs global
headquarters is in Loveland, Colorado. Hach manufactures and
distributes analytical instruments and reagents used to test the
quality of water and other liquid solutions. Factories are located in
the United States, Switzerland, Germany, France and the UK.
Project Profile
System Version: Siebel CRM
Implementation Period: 2008.05 2008.09
Instance Strategy: There is one instance before. Add the CRM into the project.
Modules Implemented:
CRM: Opportunity Management/ Customer Management/ ServiceManagement
Other Key Features: Unified management of customer segmentation and information.
Careful management of the sales process, improve sales rate reached
Flexible service dispatching and complete service process management
Sales staff performance appraisal management allocation and salesManufactured and distributed worldwide, Hach products are widely
used in global users drinking water, groundwater, surface water,
municipal wastewater, industrial wastewater, semiconductor
ultrapure water, pharmaceutical / electricity and other industrial water
purification, etc. field, and its full line of products covers laboratory
qualitative / quantitative analysis, site analysis, flow analysis and
testing, on-line analytical testing. Hach systems are designed to
simplify analysis by offering on-line instrumentation, portable
laboratory equipment, prepared reagents, easy-to-follow methods,
and technical support.
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Hengdeli Hold Limited
Implementation Site
CN: Shanghai
Implementation Company
Hengdeli Holdings Limited
HengdeliHoldingsLimited (the Company or Hengdeli and its
subsidiaries, collectively as the Group) are the worlds largest
retailer of internationally renowned watch brands. The Group had
approximately hundreds of retail outlets in major cities in China,
selling watches from more than 50 internationally renowned brands
such as Omega, Rolex, Tag Heuer, Jaeger LeCoultre, Breguet , IWC
and so on. The Company has been listed on the Main Board of theHong Kong Stock Exchange since 2005 with the stock code 3389.
The stock name abbreviation is Hengdeli.
Project Profile
System Version: Siebel CRM + SMS / e-mail platform
Implementation Period: 2007.07 2007.10
Instance Strategy: There is one phase of the project which implement Siebel CRMand SMS / e-mail platform.
Modules Implemented:
Siebel CRM: Customer Management/Sales Management/Activity
Management/Gift Management SMS / e-mail platform: SMS Notification/Email Notification/Automatic
Reminders/Early Warnings
Other Key Features:
Through the POS system and ERP system data integrated with Siebel CRMsystem, making the store and shop and other types of terminals, canbe easily performed on the same platform and application ofcustomer information collection.
reasonable safety rules to ensure that customer information only in theappropriate range to be fair use
Flexible service dispatching and complete service process management Sales staff performance appraisal management allocation and sales
The Group provides the most excellent integrated customer service
and after-sales warranty maintenance for internationally renownedbrand watches within the Greater China region and has successfully
developed the business of provision of the related products within the
industry.
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Panasonic Corporation
Implementation Site
CN: Shanghai
Implementation Company
Panasonic China
PanasonicCorporation , formerly known as MatsushitaElectric
IndustrialCo.,Ltd , was founded in 1918. The group is a
global electronics companies, producing and selling all kinds of
electronic products. It has grown to become one of the largest
Japanese electronics producers
Project Profile
System Version: Siebel Call Center + Siebel Service + BI APPS
Implementation Period: 2008-07 - 2009-09
Instance Strategy: At the first ten-monthly phase of the project, implement theSiebel Call Center and Siebel Service. At the second phase of theproject, add the BI APPS module.
Modules Implemented:
Siebel Call Center
Siebel Service BI APPS
Other Key Features:
Substantial increase in the efficiency of the Call Center
Unified management of customer and product information.
Convert the settlement of paper documents to electronic documentssettlement
Tracking quality information comprehensively and timely
Transparency national service and management of parts channel
Sales staff performance appraisal management allocation and sales
MatsushitaElectricIndustrialCo.,Ltd.China has more than
80 companies and about 100,000 employees in mainland China
including Hong Kong. The company founded in 1994 was a joint
venture company between Matsushita Electric Industrial Co. Ltd. and
Beijing Hua Ying Sheng Electric Development Company. In 2002 itachieved a sole proprietorship, now primarily responsible for carrying
out the sale and after-sales service activities of appliances and
systems .
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