fixed scope offering for “oracle fusion ppm” - gtsuae.com fusion ppm fso 2015.pdf · page 4 fso...
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Page Page 1
Fixed Scope Offering for
“Oracle Fusion PPM”
Page 2
Today’s Business Challenges� Monitor project and task information anywhere, anytime with mobile support.
� Respond quickly to changing project and market conditions.
� Simplify and accelerate project planning and delivery.
� Deliver ROI, without unnecessary rework or waste.
� Deal effectively with the increasing complexity of projects and technology
environments.
� Course correct or cancel failing projects in a timely manner.
� Optimize project-related cash flows.
� Replicate successful projects.
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Business Objectives � Improves the way project-driven organizations and project professionals work
� Access to information and collaboration between team members to enable
efficient and effective project management while ensuring smarter business
decisions
� Project-driven organizations benefit from its ground-up design with the user
experience in mind; helping customers keep pace, keep score, and deliver
extraordinary business and project insight
� Optimize the project lifecycle keeping user in mind, design around end to end
business processes, and uses the latest in modern open standard technology to
create a best-in-class business application
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FSO Proposal Objective� GTS Fixed Scope Offering is designed for customers who want to deploy
Oracle Cloud Applications quickly and efficiently.
� As against traditional projects with long analysis, development and testing
phases, the objective of GTS Fixed Scope Offering is to get the Applications
up and running on Oracle Cloud in as little as 10 – 14 weeks.
� With strong domain knowledge, application expertise and unique technical
skills GTS brings to you the quick ROI at minimum risk for your Cloud
initiatives.
� This document provides insight into the scope, approach and methodology
used for this “Fixed Scope Offering”
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GTS’ Offerings
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Package Modules Duration
Package 1 • Project Costing
• Project Control
• Project Performance Reporting
• Oracle Transactional Business Intelligence
12 Weeks
Package 2 • Project Costing
• Project Control
• Project Performance Reporting
• Fusion Project Contracts
• Fusion Project Billing
• Oracle Transactional Business Intelligence
16 Weeks
Scope: PPM Financial Track
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Package Modules Duration
Package 1 • Project Costing
• Project Control
• Project Performance Reporting
• Project Management
• Task Management
• Oracle Transactional Business Intelligence
14 Weeks
Package 2 • Project Costing
• Project Control
• Project Performance Reporting
• Project Contracts
• Project Billing
• Project Management
• Task Management
• Oracle Transactional Business Intelligence
18 Weeks
Scope: PPM Execution Track
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Package Modules Duration
Add-on 1 • Project Resource Management 4 Weeks
Add-on 2 • Grants Management 4 Weeks
Add-on 3 • Project Integration Gateway 2 Weeks
Add-on 4 • Billing Extensions 2 Weeks
BI Add-ons• Transactional Business Intelligence for
Projects4 Weeks
Scope: Industry specific Add-ons
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Scope- High Level Business Process
Module High-Level Process Detailed Process
Fusion Project Costing
Manage Project
Creation of projects with task list
Assignment of resources at project and task level
Assignment of Asset at project or task level and interfacing
the same to FA on project completion
Project Cost
Manage Project cost , allocation of cost and burdened cost
Manage Interface of project cost from other sub-modules
Manage Project costing accounting
Project costing report
Projects - Cross Subject Area Analysis - Real Time
Project Costing - Unprocessed Transactions Real Time
Project Costing - Actual Costs Real Time
Project Costing - Expenditure Item Performance - Real Time
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Scope- High Level Business Process
Module High-Level Process Detailed Process
Fusion Project
Contract Cloud
Service
Manage Contract
Definition of contract with customers
Approval of contracts
Invoicing Rule and revenue recognition rule for contract
Assigning Single / Multiple Projects with Contract
Contract amendment
Project Billing Transaction
Generation of Draft & Final Revenue
Generation of Draft & Final Receivables Invoice
Manage Project Revenue Accounting
Report
Project Billing - Funding Real Time
Project Billing - Invoices Real Time
Project Billing - Revenue Real Time
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Scope- High Level Business Process
Module High-Level Process Detailed Process
Fusion Project Control
Cloud Service
Manage Project Budget and Forecast
Creation of Project Cost Budget
Creation of Project Revenue Budget
Creation of Project Cost Forecast
Creation of Project Revenue Forecast
Control Project commitments
Apply Progress to project Plan
Microsoft Excel integration for Budget and forecast entry
Automate forecast Generation
View Compare Published Progress
Report
Project Control Real Time Report
Project Control - Budgets Real Time
Project Control - Forecasts Real Time
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Implementation Scope
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High Level Scope DefinitionPPM Financial Track
Project Costing and
Control
• Configure 1 legal entity
• Configure 1 Business Unit
• Configure 1 reference set in addition to common
• Configure Project Unit and Organization Structures
• Configure Cost Collection Centre Sources Mapping
• Modify maximum of 2 delivered workflow depending on the feasibility
configuration flexfields/Checklist/Document of records based on the business
requirement
Project Contracts and
Billing
• Configure Contract Types
• Configure 1 invoice format , Invoice Method and Revenue Methods, Invoice
Template based on the business requirement)
• Configure Multicurrency options based on the business requirement
• Modify maximum of 2 delivered workflow (Contract, Invoice) depending on
the feasibility configuration flex fields/Checklist/Document of records based
on the business requirement
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FSO Scope DefinitionFusion PPM Cloud Scope
Fusion
PPM
Project units One Project Unit will be defined based on Project requirements
One project expenditure organization project expenditure
organization
project calendar • One project calendar
• Two Project Templates Project Templates
Project Types • Two Project Types
• Ten expenditures Types expenditures Types
None Labor Resources • Ten
• One Burden structure
Financial Plan types • Four Financial Plan types
• TwoContract Line Type
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High Level Scope DefinitionHistory Data Migration
Data Elements Volume of Data
Companies • Active companies
Departments • Active departments
Project Organizations and Hierarchy • Active Project owning Organizations
• Active Expenditure owning organizations (Limited to 1 BU)
Projects • Active, ongoing Projects
Project Structures • For each on going Project
Expenditure Categories and Types • Implementation decision based
Project Contracts • Open Contracts (Customer Agreements) (Limited to 1 BU)
Project Historical Cost • Summarized Cut-over cost
Project Historical Revenue • Summarized Cut-over Revenue
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Implementation
Methodology
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Implementation Methodology� GTS Uses OUM Cloud Approach for implementation
� This is based on the same principles as Oracle’s Unified Method (OUM) to allow
consistent approach across all SaaS products.
� This is specifically designed for implementing Oracle Cloud applications, according to
well defined and tested activities and deliverables;
� Salient Features of this method includes:
� An easy to follow framework of activities that allows efficient, step by step project
implementation centered around few and essential activities and deliverables,
� Short, well structured implementation cycles,
� Iterative configuration,
� Best practice suggestions for all business decisions avoiding customizations
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Implementation Methodology� The implementation uses Cloud Applications Toolkit which has predefined, value-adding
materials to reduce workload
� Planned for up to four modules per cycle
� Multiple releases are possible to accommodate incremental scope and/or timeline decisions
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Implementation ApproachKey Features
• Configuration of pre approved scope
• Fully provisioned & working system in a Rapid time frame
• Processes are from Out of box – Best Practices
• Adopt and not Adapt
• FSO acts as Baseline for future releases
• Continuous engagements for configuring additional modules/ functionalities of future releases
Benefits
• Faster Deployment of Essential Functions
• Faster Time to Value
• Weeks, Not months
• Better Governance and Higher success rate
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Implementation ApproachProject Design
Configure Validate Transition Realization
Plan Project
Kick off meeting
Prepare Detailed Release Plan
Functional Design Workshop
Gather Setup Information
Conduct Data Load workshops
Conduct Integration workshops
Setup Applications
Conduct Functional Prototype
(FP1) Workshops
Capture & Prioritize Changes
Populate Data Load Templates
Prototype Data Load FP2
Prepare Integration Details
Apply & Validate Extensible Items
Implement & Validate Integrations
Load & Validate Data
Update Setups
Prepare Validation Scripts
Load, Reconcile & Validate
Data Loads
Conduct End-to-End Review
Prepare Training Material
Conduct Train-the-Trainer
Workshops
Migrate Configuration to
Production
Migrate Integration &
Extensions to Production
Load, Reconcile & Validate
Data Loads in Production
Final Validation Review with
Users & Stakeholders
Verify Production &
Operational Readiness
Begin Production use
Manage Transition to Steady-
state Operations
Plan for Next Release
Post Go-Live Support
Gain Acceptance
Close Project
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Typical DeliverablesDeliverables included in Scope Description
Project Charter Details of Mission Statement, Approach and Execution
Project Wok Plan High level tasks and timelines for all project activities
Set up Document Summary of the configurations to be provided based on the collected
business information
Configured Application Development application configured in accordance with the descriptions in
the Configuration Workbook
Test Plan and Scripts Test Scripts for testing the configured functionality in the scope of standard
offering.
Training Material Material to support Familiarization sessions on tools for on going
customers use
Configuration Workbook Details of how the solution is configured
Validated Solution on Production Configured Solution, validated for go live use
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Project Organization ChartGTS Consultants
Client Resources
Steering Committee
Board of Management
Board of Management – GTS
ClientProject Manager
GTSProject Manager
IT Team Lead
Steering Committee
Project MgmtGroup
Project Team IT Tech. Team
Business Func. Owner
Key Users
Business Analyst
Configuration Specialist
Tech. Lead
Data Migration Specialist
SolutionArchitect
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ResponsibilitiesRole Responsibilities
Project Manager
• Day to day project activities.
• Internal communication
• Management of project resources
• Progress reports and milestones
• Issue and Risk Escalation
Business Analyst
• Owner of Business requirements
• Collects User feedback during different phases
• Available as per project demand
Solution Architect
• Owner of Business and Functional requirements
• Mapping requirements to application
• Designing access and visibility models
• Development of solution prototypes
Configuration Specialist • Configuration of page and field layouts
• System set up/ configuration
• Implementation of visibility solution
Data Migration Specialist • Formatting and cleaning data
• Data mapping
• Validation of imported data
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Role Responsibilities
Business Owner
• Responsible for the respective business domain.
• Provides the business requirements.
• Signs off process documents
Key User
• Works closely with the Vendor
• Available as per project needs
• Owns certain tasks like providing data, testing, end user
training etc.
IT Team Lead • Responsible for infrastructures required the project
• Co ordinates between vendor team and key users/Function
Owners
Responsibilities
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Implementation Timelines
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Package 1 – High level plan (Financial Track)
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• Package 1 - Fusion PPM Financial Track (12 Weeks)
W1-
Planning
W2- Familiarization
W4- FP1
W6- FP2
W9- UAT
W10- Go-
Live
W12-
Support
� Project Costing
� Project Control
� Project Performance Reporting
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W1- Planning
W2- Familiarization
W6- FP1
W9- FP2
W13- UAT
W14- Go-
Live
W16-
Support
• Package 2- Fusion PPM Financial Track (16 Weeks)
� Project Costing
� Project Control
� Project Performance Reporting
� Fusion Project Contracts
� Fusion Project Billing
Package 2 – High level plan (Financial Track)
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Package 1 – High level plan (Execution Track)
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• Package 1 - Fusion PPM Execution Track (14 Weeks)
W1- Planning
W2- Familiarization
W5- FP1
W7- FP2
W11- UAT
W12- Go-Live
W14-
Support
� Project Costing
� Project Control
� Project Performance Reporting
� Project Management
� Task Management
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W1- Planning
W2- Familiarization
W8- FP1
W11- FP2
W13- UAT
W16- Go-Live
W18- Support
• Package 2- Fusion PPM Execution Track (18 Weeks)
� Project Costing
� Project Control
� Project Performance Reporting
� Protect Contracts
� Project Billing
� Project Management
� Task Management
Package 2 – High level plan (Financials Track)
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Assumptions & Obligation
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Assumptions
� The implementation is based on the Cloud deployment model, hosted at Oracle.
� In the Cloud deployment model, two project environments- Sand Box and Production will be available.
� The standard business flows and Cloud functionality will serve as the base for the implementation.
� Any changes to scope (Custom extensions, reports, integrations conversion) not listed in the proposal will be handled through the project change control process.
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� System testing will be limited to only those items included in the scope of work
� All communications, documentations, deliverables would be furnished in English
language.
� The project would be executed in an onsite-offshore model.
� Training will be provided using ‘Train the Trainer’ approach
� During the project duration, for any technical issues related to the product GTS be
responsible for raising SR and resolution.
� No Major Upgrades will be done during the implementation of the FSO. Upgrade during
initial deployments are out of Scope
Assumptions
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Exclusions� Custom extensions, reports, integrations conversions not explicitly listed in the
proposal.
� Data Conversion or extraction from current systems
� Data Cleaning
� Organizational Change Management
� End User Training
� Single Sign On Set up
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Customer Obligations
For the Project to be successful customer must fulfil the following
obligations:
� Respective Cloud environments are available prior to the start of the project.
� Assign a Project Manager to lead internally.
� Assign experienced and empowered business/IT users who will work closely with GTS
consultants according to the project plan.
� Own certain tasks like providing data in format specified, testing, assisting data
conversions, assisting in training material preparations, end user training, data validations
etc.
� Work with executive sponsor for forming project steering committee.
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Additional Services (Currently excluded from the project scope)
Additional services provided by GTS outside FSO will be
subject to scoping and implementation methods:
� Development of custom reports and alerts
� Perform Data Mapping
� Historical Data Upload
� Integration with 3rd Part Systems
� UI Personalization
� Custom Roles Setup
� Implementation Services for new features and Releases
� On-Demand Users Training
� Post-implementation support
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GTS Your Trusted Partner!
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GTS – Capabilities & Experience
16+ Years of experience in
implementing Oracle ERP in
MENA region
20+ Project Suite
implementation experience
Large Pool of OPN Certified Oracle
Application consultants in
• PPM Cloud
• E-Business Suite
Certified Cloud Implementation
Partner
Well
Acquainted with region-specific project
business processes
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Contact for Enquiry
Name : Murali M
Title : Business Development Manager
Phone : +971 4 5079945
Mobile : +971 55 450 5108
Fax : +971 4 5079998
Email : [email protected]
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THANK YOU
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