Oracle Fusion Financials: HIPL s Fusion Expense Solution Offering. Heuristics Informatics Pvt. Ltd.

Transcription

1 Oracle Fusion Financials: HIPL s Fusion Expense Solution Offering Heuristics Informatics Pvt. Ltd.

2 Executive Summary HIPL is pleased to present to you this fixed scope offering for implementation of Oracle Fusion Financial Expense solution HIPL is a Global partner of Oracle with strong ERP domain knowledge and Implementation expertise HIPL has a large pool of certified Oracle ERP consultants with strong implementation background. With strong domain knowledge, application expertise and unique technical skills HIPL brings to you the quick ROI at minimum risk for your ERP cloud initiatives. This document provides insight into the scope, approach and methodology used for this Fixed Scope Offering 2

3 Presentation Contents Business Objectives Solution Proposal Scope - Business Process Scope Application Implementation Approach \ Methodology Project Plan \ Time Frames Exclusions Assumptions Team Structure Responsibilities 3

4 Business Objectives 4

5 Business Drivers / Challenges Customers require to automate their manual, time and cost intensive expense authorization process It is followed by automating the Reimbursement process Managers require to analyze, review, and approve (or reject) requests High operational costs involved in managing employee expenses Role-Based authorization process required in multi team structure How to extend and integrate financial systems, Build bidirectional Process / Data 5

6 Solution Proposal 6

7 Oracle Fusion Expense The current functionality in Oracle Fusion Expense (OFE) only covers the expense reimbursement part and not supports Travel requests / authorization Approval and integration with Payables specific requirement out-of-the-box. This also includes integrating Employee Master Data in EBS/PeopleSoft with OFE for Approval hierarchy, Identity Management (SSO) and unique code which can track the entire Process. 7

8 HIPL s Solution for Expense Management Bolt-on "niche" application for travel authorization Extension and integration of a backend travel system with Oracle Fusion Expense reimbursement system using BPM/SOA Build bi-directional Process/Data connectors 8

9 Built on Open Standards 9

10 High Level Project Flow 10

11 High Level Project Flow 11

12 Scope (Business Process) 12

13 Scope - Business Process Integration Elements Type Source Application Targets Employee Information Unidirectional Bolt-On Application Fusion Expense Employee Approval Hierarchy Unidirectional Bolt-On Application Fusion Expense Travel Authorization Number Unidirectional Bolt-On Application Fusion Expense Advance Request Unidirectional Bolt-On Application Fusion Expense Expense Invoice Unidirectional Fusion Expense EBS Payable Expense Details Unidirectional Fusion Expense Bolt-On Application Travel Cancellation Unidirectional Bolt-On Application Fusion Expense Expense Accounts Unidirectional Oracle EBS Fusion Expense 13

14 Scope (Fusion Application) 14

15 Scope - Example Fusion Finance Base Standard/Enterprise Offering Cloud Service Fusion Expense Cloud Service Fusion Transactional Business Intelligence for Expense Management cloud service Travel and Expense Requisition and Approvals Bolt on Tool ERP Integration Connectors Oracle EBS / Peoplesoft 15

16 Implementation Approach \ Methodology 16

17 Implementation Methodology Oracle s Unified Methodology (OUM) (For Cloud Solutions Implementation)

18 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 on the same principles as Oracle s 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: customer s 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 18

19 OUM Cloud Application Services Implementation Approach Plan Prototype Validate Transition Sustain Conduct Kick-off Meeting Schedule Workshops Create Detailed Release Plan Review In-Scope High-Level Business Processes Gather Setup Information Conduct Integration and Data Load workshops Perform Setup Conduct Workshops & Prototype Configuration Capture & Prioritize Changes Populate Data Load Templates Prepare Integration Details Apply & Validate Extensible Items Implement & Validate Integrations Load & Validate Data Apply & Validate Setup Changes Update Business Processes and Validation Cases Load, Reconcile & Validate Data Loads Conduct End-to-End Review Prepare Training Material Conduct Train-the-Trainer Workshops Migrate Configuration to Production Load, Reconcile & Validate Data Loads in Production Final Validation Review with Users & Stakeholders Verify Production & Operational Readiness Manage Transition to Steady-state Operations Plan for Next Release Conduct Implementation Checkpoint Conduct Implementation Checkpoint Conduct Implementation Checkpoint Begin system use Post Go-Live Support Project Management HIPL s responsibility Shared responsibility Client responsibility 19

20 Methodology - Example 20

21 Project Plan \ Time Frames 21

22 Project Timeline 22

23 Assumptions 23

24 Key Assumptions The standard business flows and product features will serve as the base for the implementation The implementation is based on the Fusion Cloud deployment model No Customizations can be performed in Fusion Cloud. Custom configuration within the standard system is performed Only one country and one language (English) is included in scope The project would be executed in an onsite-offshore model A comprehensive list of assumptions and final timelines & estimates will be provided after a due diligence study conducted by HIPL Training will be provided using Train the Trainer approach 24

25 Other Activities and Related Assumptions For the project to be successful, the customer must fulfil the following obligations: Customer to finalize license agreements and get staging environment from Oracle for Fusion prior to start of implementation 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 HIPL s consultants according to project plan (some full-time allocation may be necessary at times).

26 Other Activities and Related Assumptions Perform certain project tasks according to project plan such as: (a) provide data in format specified by HIPL; (b) customer side of integration; c) perform UAT; d) end user training Process 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

27 Team Responsibilities For the project to be successful Customer must fulfil the following obligations: 1. Order Fusion Finance Cloud prior to project start 2. Assign a project manager to lead your staff s efforts 3. Assign experienced and empowered business and IT users to work closely with 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 1. Provide data in format specified 2. Customer side of integration; c) end user training 5. Arrange for a project executive sponsor and project steering committee 27

28 About HIPL About Us Since 1992, Heuristics Informatics P Ltd (HIPL) has focused on delivering end-to-end IT solutions with unique expertise in Oracle technologies. Our range of solutions include Oracle software, consulting, custom development and HIPL developed software & tool sets. HIPL offers technology solutions within the Distribution and Logistics, Pharmaceuticals, Alternate Energy, Hospitality and Travel, E- governance, Education sectors and is the trusted partner to thousands of organizations worldwide. Vertical Markets Government/Public Sector Insurance Banks and Financial Inst. Manufacturing Retail & Distribution Logistics Alternate Energy Hospitality and Travel Pharma & Chemical Commercial Business Core Capabilities Engineered Services Fusion Middleware Solutions Oracle Enterprise Infrastructure Setup Application Development Oracle EBS ienablement Value Added Third Party Integrations Business Intelligence Maintenance & Support Services 28

29 Heuristics Informatics Pvt. Ltd. (India) Plot No , Udyog Vihar, Phase V, Gurgaon, Haryana , India Phone: /81 Fax: Heuristics Informatics Pvt. Ltd. (USA) 51 Monroe Street, Suite 1902 Rockville MD Phone Fax