©2007 SciQuest, Inc. Confidential Project Kick-Off Team Georgia Marketplace State of Georgia...

©2007 SciQuest, Inc. Confidential

Project Kick-Off

Team Georgia Marketplace

State of Georgia September 3, 2008

2©2007 SciQuest, Inc. Confidential

Agenda

09:00 Welcome Message and Team Georgia Marketplace branding presentation

09:15 Introductions (All)09:20 Session Objectives (Nick)09:25 Project Kickoff (Nick)

• Project Objectives (from Team Georgia Marketplace Charter)• High level timeline• Project Scope and Overview • Solution and ERP Integration Overview • HigherMarkets / PeopleSoft integration• Solution demonstration/walkthrough

10:45 Break11:00 Team/Roles and Responsibilities11:15 Solution Implementation

• Methodology • Key activities and outputs• Timeline• Basecamp Overview

11:45 Next Steps…12:00 - Lunch


Introductions

• SciQuest• Nick Hingtgen – Project Manager/Solution Consultant• Ken Francesconi – Client Delivery Consultant

• State of Georgia• Please introduce yourselves


Session Objectives

• Validate project scope

• Obtain a better understanding of the HigherMarkets Solution

• Obtain an understanding of the implementation approach

• Discuss key dates and timeline for project

• Product Demonstration


TGMP Project Objectives

• Create the structure to centrally manage state-wide procurement contracts and associated documentation from contract creation through termination.

• Provide the electronic sourcing tools and workflow required to streamline the State’s procurement processes.

• Promote a more open government marketplace by providing the state procurement professionals, state vendors, and end users an array of online self-service and collaboration tools.

• Centralize and automate the capturing and collection of core procurement information to better leverage state spend.

• Provide electronic controls and evaluation tools to support the State’s procurement performance management processes.

• Integrate eProcurement processes with the state financials, asset management, and the data warehouse applications.


Project Timeline and Milestones

Envision

SE Kick-off

Project Kick-off

Solution Validation

08-22-08

User Acceptance

Testing

Validate Go Live

07-24-08

Project Management Board Meeting

Planning Session

Elaborate

Production

Readiness

Go Live

Support Transition

Support

Focus Group

02/18/0909-04-08 10-02-08

Live Order

Testing

10-16-08 11-18-08 01-02-09

1/20/091/12/0910/16/08 -

11/21/08

11/24/08 -

12/23/08

01/05/09 -

01/09/09

9-03-08

Integration Workshop

09-03-08


HigherMarkets Solution and Integration Overview


Project Scope

• HigherMarkets Solution Modules• Configured, hosted e-procurement technology solution• Spend Director• Order Manager• Contract Manager

• Integrations • Standard local login (Window Shoppers)• Punch-Out/Cart Return with PeopleSoft (cXML)• PO export from PeopleSoft to HigherMarkets• Order Acknowledgement from HigherMarkets to

PeopleSoft• Supplier Enablement – 250+ Key Suppliers• Options

• Supplier Sync• Contract Sync• Additional Training Site


“Big Picture”

• Shopping Basics• Similar experience as online shopping• Consistent shopping across multiple vendors – a single interface• Your organization determines which suppliers/vendors to use • SciQuest loads these supplier catalogs (item details and prices) into our

system. All of the information you see is specific to your organization.• Prices updated as needed – as frequently as monthly. • Punch-out and hosted catalogs are available• Option exists to allow users to buy off-catalog

• System Benefits• Perform flexible searches to locate the item or items you need• Compare prices and item details so that you can select the most

appropriate item• Build a shopping cart that contains items from multiple suppliers and

categories• Shop by category/commodity OR supplier• Save items as favorites for future shopping• Identify hazardous materials, radioactives, etc.


Solution OverviewP

eop

leS

oft

Hig

her

Mar

kets

Login Workflow

Approvals

Login ShopCreateReq.

ApproveReq.

PurchaseOrder

Hosted

Catalogs

Receive

order

Ack

Create

Req

Click

SciQuest

Link

Send PO

To

Supplier

Submit

Shopping

Cart

Create PO

Order Ack

From

Supplier

Local

Login

Non

Catalog

Punchout

Catalogs


Integration Points

• Local Login with user registration approved by admin (Window Shoppers only)

• cXML Punch-Out from PeopleSoft

• cXML Cart Return from HigherMarkets to PeopleSoft

• PO Export from PeopleSoft to HigherMarkets

• Order Acknowledgement Export from HigherMarkets to PeopleSoft


Product Demonstration


HigherMarkets Implementation Methodology


Team Roles and Responsibilities

SciQuest

• Client Delivery Manager: Brad Green

• Project Manager/Solution Consultant: Nick Hingtgen

• Technical Consultant: Anky Chau

• Consultant: Ken Francesconi

• Supplier Enablement Primes: Larry Eckerlin, Anky Chau


Team Roles and Responsibilities

State of Georgia

• Executive Sponsors: Brad Douglas, Tim Gibney

• Business Owners: Gina Tiedemann, Kelly Lolle-Jones

• Project Manager: Oscar Galindo

• Supplier Enablement Primes: Terry Doumkos, John Thomason

• System Administrators: Mohamed Moghazy, Maelecheia Thompson

• Consultants: Cherry Roads


Methodology: Key Objectives

• Create a Collaborative and Transparent Project Environment with our Customer

• Drive towards key milestones• Visibility to all project activity through a collaborative Web-based

tool Basecamp• Establish customer “buy in” early in the process

• Accelerate Learning• Focus on customer business requirements, NOT solution features• Use focus group to provide actual experience with the solution

instead of discussing only high-level conceptual outlines• Focus on Integration Activities Early in the Process

• Front load knowledge transfer and basic file exchange• Reserve remainder of the implementation for focus on unique or

complex data mapping and integrations• Real People, Real Scenarios, Real Data

• Demonstrate a real solution!


Solution Methodology

SUPPLIER ENABLEMENT

VISION IMPLEMENTATION SUPPORT

Shared Vision & Scope

Envision ValidateElaborate SolutionSupport

PROJECT MANAGEMENT

KNOWLEDGE TRANSFER

Go Live

Project Management Board Meetings


Envision

Envision

Project Planning Session

Project Kickoff (Solution and Integration)

Organize Project

En

vis

ion

• Key Output• Final project charter• Configuration questionnaire• Basecamp milestones defined• Supplier cleanup/target lists and Supplier Launch• Test site built


Elaborate

Elaborate

Integration Unit Testing

Focus Group

Ela

bo

rate

• Key Output• Scenarios finalized• Configured solution on Test site• Hands-on exercises• Integrations unit tested• Solution specification acceptance

Final Specification (Testing-ready Site)


Methodology: Focus Group Summary

• Objective• Challenge State of Georgia to put the solution into Production

tomorrow• Process

• Demonstrate business scenarios• Roles

• SciQuest• Facilitator: Facilitate and ensure the session objectives are achieved• Demonstrator: Demonstrate the business scenarios on the solution• Scribe: Document all change requests

• State of Georgia• Panelist: This person has an actual stake in the business scenarios.

This person can make a change request.• Observer: This person can observe but cannot make a change

request. • Optimal number of panelists: 10-12• Deliverables

• Business scenario list• Change request list


Validate

Validate

Solution Testing

Integration Testing

Test Planning

Va

lida

te

• Key Output• Final integrated solution• Suppliers enabled• Validation testing complete• UAT Test Plan • Live Order Test Plan

End-to-End Testing


Go Live

Go Live

User Acceptance Testing

Solution Activation

Go

Liv

e

• Key Output• Solution acceptance• SciQuest-delivered training complete• Live Production transactions

Post Production Business Review

UAT Training


Support Transition

Support Transition

Transition Meeting with Director of Support

Reporting of New Issues to Support Team

Internal SciQuest Transition Meeting

Su

pp

ort

T

ran

sit

ion

• Key Output• Internal SciQuest knowledge transfer• Open issues list transfer• Access to SciQuest incident reporting tool• Post-production project evaluation


Project Timeline and Milestones

Envision

SE Kick-off

Project Kick-off

Solution Validation

08-22-08

User Acceptance

Testing

Validate Go Live

07-24-08

Project Management Board Meeting

Planning Session

Elaborate

Production

Readiness

Go Live

Support Transition

Support

Focus Group

02/18/0909-04-08 10-02-08

Live Order

Testing

10-16-08 11-18-08 1-2-09

1/20/091/12/0910/16/08 -

11/21/08

11/24/08 -

12/23/08

01/05/09 -

01/09/09

9-03-08

Integration Workshop

09-03-08


Project Authorization Points

• Elaborate Phase• Solution Specification

• State of Georgia will provide acceptance of the Solution Specification following the Focus Group and prior to start of the Validation phase

• SciQuest will provide State of Georgia with a deliverable acceptance form to execute

• Solution Specification comprises:• Final Business Scenario List• Final Change Request List • Integration Specification

• Go Live Phase• Solution Acceptance

• State of Georgia will provide acceptance of the HigherMarkets Solution after UAT and initial live order testing

• SciQuest will provide State of Georgia with a deliverable acceptance form to execute


Product Release Cycle Timeline

• Three Version Releases per Year• Current Version is 8.2• Next Three Release Dates

• Version 8.2: August 3, 2008 (UIT - 7/14)• Version 8.3: November 16, 2008 (UIT - 10/27)• Version 9.1: March 29, 2009 (UIT - 3/9)

• Major Release Limitations• Three weeks prior to a major release, UIT is updated to the pending

release version of the code.• Therefore, the following should not be scheduled for the production

environment 3 weeks prior and 1 week after a major release:• Go-live of new projects• Execution of SQL statements• Introduction of new integration points• Any customer specific code changes (feature requests/defect fixes)

• Care should be taken in scheduling any new customer-related activities, for example, training, roll-out, etc. during the week following a major release promotion.

• If UIT is used for training, organizations need to be aware that the environment contains the pending release code.


HigherMarkets Environments

• Test Environment• Also called the User Integration Testing (“UIT”) environment• URL looks like this: https://usertest.sciquest.com/org/Georgia• Solution design and build will take place here first• New releases are promoted to UIT 3 weeks prior to promotion to

Production• Production Environment

• URL looks like this: https://solutions.sciquest.com/org/Georgia• Final build will occur here after the Client Core Team has tested

the build on the Test environment• UAT will take place in this environment• A formal period of testing will take place here prior to site

activation and go-live (“live order testing”)


HigherMarkets Terminology

• Configurations• Options, toggles, or switches that exist currently in the application• Control the behavior, look, and feel of the application

• Integration• Interfaces between the application and PeopleSoft

• Feature Requests• Changes to the application functionality that require new software

development• Generic for all clients• Managed by SciQuest’s Business Application Delivery team


BaseCamp Review


BaseCamp Review

• BaseCamp enables collaborative exchange of information related to:

• Issues, milestones• Current documentation• Current project milestones/to dos• Team contact information

• BaseCamp will be used as the primary means of communication during the implementation

• Project status can be determined in BaseCamp• Supplemented by informal e-mail, phone calls, etc., as necessary• Communication Plan


Next Steps

• Integration Workshop• Punch-out/Cart Return Detail• PO Export/Import• Supplier Sync Discussion• Order Acknowledgement

• Supplier Enablement• Receive Prioritized List of Suppliers• Send Out Introduction Letters• Enable Suppliers

• Focus Group• Configure Test Site• Gather Business Requirements/Scenarios• Demonstrate Business Scenarios


Q&A

©2007 SciQuest, Inc. Confidential Project Kick-Off Team Georgia Marketplace State of Georgia...

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