Fixed scope offering - Britehouse DIVISION OF DIMENSION DATA | 2015 2 Oracle Fusion Financials Cloud...

$: Fixed scope offering - Britehouse DIVISION OF DIMENSION DATA | 2015 2 Oracle Fusion Financials Cloud Service Business objectives The solution Scope Methodology Project plan \ time$
© | A DIVISION OF DIMENSION DATA | 2015 1

22 February 2016

Fixed scope offering

Oracle Fusion Financials Cloud Service



Business objectives

The solution

Scope

Methodology

Project plan \ time frames

Exclusions

Assumptions

The teams

Additional services

Why Britehouse

| Oracle Fusion Financials Cloud Service



Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Business objectives

Adopt leading

finance practices

Transform to

enterprise-grade

financial cloud services

Close monitoring

and effective

decision making

Comply with global financial standards and

multiple legislative, industry or geographic

requirements

Control the cost

and increase

the productivity

Streamline the financial

processes and achieve

measurable efficiencies

Get up and running

faster with less upfront

costs and investment risk

Ensure consistent

processes across all your

locations globally

Make more informed

and data-driven business

decisions

Boost user

productivity and

increase user adoption

Eliminate the need

for expensive

customisations




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Oracle ERP cloud services

Financials Procurement

Project financials Revenue management

Accounting hub reporting Project execution

Ledger & analytics

Payables & assets

Receivables Collections Expenses

Project cost control

Project billing & contracts

Grants management

Analytics

Modern reporting

Mobile &social

Pre-built integration

Extensions

Strategic sourcing

Contract management

Procurement Supplier management

Revenue schedules

Multi element arrangements

Revenue allocations

Fair market value

Project management

Task management

Resource management

Analytics



Solution proposal | Fusion financials cloud service

Procurement

Project financials Revenue management

Accounting hub reporting Project execution

Project cost control

Project billing & contracts

Grants management

Analytics

Modern reporting

Mobile &social

Pre-built integration

Extensions

Strategic sourcing

Contract management

Procurement Supplier management

Revenue schedules

Multi element arrangements

Revenue allocations

Fair market value

Project management

Task management

Resource management

Analytics

Phase 1

Financials

Ledger & analytics

Payables & assets

Receivables Collections Expenses



Why Oracle cloud security & data protection?

Security enablers

Oracle On Demand

Benefits

ISO 27000 framework

Automation to monitor, correlate, and alert

Security health checks

Data encryption

Compliance services

Disaster recovery services

Privacy protection

Protection from intrusion, malicious acts

Regulatory compliance

Avoidance of adverse legal consequences

Business continuity

Company valuation & reputation protection



Why Oracle?

Most reliable platform from Oracle

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



Solution Proposal

Financial management

General ledger

• Manage journal processing

and account balances in any

currency

Accounts payable

• Control supplier balances,

invoices, and payments

Accounts receivable

• Maintain customer balances,

invoices, and payments

Assets

• Track and account fixed assets



Solution Proposal

Financial analytics

Self-service reporting

• Deliver self-service reporting on live

financial information

Interactive dashboards

• Monitor and address your top concerns

Multi-dimensional reporting

platform

• Analyse account balances by any

dimension



Technology

BOM items required

Oracle Fusion Financials Cloud

Service

Oracle Fusion Transactional

Business Intelligence for Financials

Cloud Service

Oracle Fusion Financials Reports

Center Cloud Service

1 2 3




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Application scope

No customisations

are considered for estimation

Open projects / balances are

considered

for data migration

Maximum of 10

user configurations are

considered

Maximum of 2 legal entities and 2 business units are considered

for implementation

Delivered roles and duties will be

configured

Delivered approval workflow will

be configured

No integration with external

applications

Integration with maximum of 1

bank for EFT and bank statement

download

Maximum 1 asset book and

maximum of 7 asset categories,

10 sub categories



Data scope

Open balances

• From the current fiscal

year to be provided in

the required format

Open transactions

• Open transactions for

the three months prior

to go-live date to be

provided in the

required format

Chart of account values

• Active chart of account

values to be provided

in a required format

Suppliers

• Active suppliers to be

provided in a required

format

Customers

• Active customers to be

provided in a required

format




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



This approach consists of• 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 standard functionality

Britehouse have a number of Oracle Unified Method certified implementation specialists

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

Implementation approach



Implementation approach \ methodology

Project design Configure Validate Transition Realisation

Plan project Setup applications Update settingsMigrate configuration

to productionManage transitions to

steady-state operations

Conduct kick-off meeting Validate configuration Prepare validation scriptsMigrate integrations and extensions to production

Post go-live supportSchedule workshops Load and validate data

Load and validate dataLoad, reconcile and

validate data in production

Handoff to client relationship manager

Conduct functional design workshops

Build and validate integrations

Conduct end-to-end reviewConduct final

validation review

Gain acceptance

Conduct technical design workshops

Apply and validate extensions \ extensible

Prepare for trainingVerify production and operational readinessConduct design review Implement security

Conduct train-the-trainer workshops

Begin production useDevelop security and validation strategy / plans

Prepare cutover strategy

Conduct implementation checkpoint




Close project

Project management

Britehouse Shared Client



Implementation approach

Easy-to-follow framework for activities

Short, well-structured

implementation cycles

Iterative configuration Multiple releases are possible to

accommodate incremental scope

and / or timeline decisions




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse




Project design Configure Validate Transition Realisation

Plan project Setup applications Update settingsMigrate configuration

to productionManage transitions to

steady-state operations

Conduct kick-off meeting Validate configuration Prepare validation scriptsMigrate integrations and extensions to production

Post go-live supportSchedule workshops Load and validate data

Load and validate dataLoad, reconcile and

validate data in production

Handoff to client relationship manager

Conduct functional design workshops

Build and validate integrations

Conduct end-to-end reviewConduct final

validation review

Gain acceptance

Conduct technical design workshops

Apply and validate extensions \ extensible

Prepare for trainingVerify production and operational readinessConduct design review Implement security

Conduct train-the-trainer workshops

Begin production useDevelop security and validation strategy / plans

Prepare cutover strategy





Close project

Project management

Britehouse Shared Client

WEEK 13WEEK 6 WEEK 10WEEK 1 WEEK 3




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Integration to any

operational systems

Implementation of

ERP Projects Cloud

functionality not

explicitly described

in this document or

the Statement of

Work

Formal Education

Services with Oracle

University for

product training is

outside the scope of

this project

Necessary change

management in the

organisation

Configuration of any

functionality in

relevant services

(such as

procurement, order

management or

finance) that results

in material

transactions

Exclusions

1 2 3 4 5




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Assumptions

The standard business flows and product features will serve as the base for the implementation

The implementation is based on the Cloud deployment model, hosted at Oracle

No customisation 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 on-site / off-shore model

A comprehensive list of assumptions and final timelines & estimates will be provided after a due scoping exercise conducted by Britehouse

Order of the cloud application prior to project start


Customer to attend the overview training and use the self paced learning tools provided to understand the system features.



Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



The teams

Implementation team

Project manager

• Customer main point of contact for the project

• Guides project team through the implementation methodology

• Implementation expertise, experience & go-live services

Implementation consultant

• Deep functional expertise & experience to the design of the solution

• Configures requirements

• Demonstrates prototype

• User experience understanding & specialisation

• Data specialist experience & specialisation

• Reporting experience & specialisation

Technical consultant

• Deep technical expertise & experience to the design of the solution

• Designs and tests integration requirements

• Security expertise, experience & specialisation

• Works with technical team to ensure optimal system access for the end users



The teams

Your team

Project sponsor

• Has the budget…

• Manages communication internally

• Manages and engages resources to participate in the project

• Dedicated to project from kick-off through to go-live

Key business users

• Lends deep business knowledge of your environment

• Owner of the business requirements

• Gathers user feedback during prototype, configuration, and validation phases

• Available as needed during the project

Access to IT



Assumptions

# For the project to be successful the customer must fulfil the following obligations

1 Customer to finalise license agreements and get staging environment from Oracle for Fusion ERP Financials prior to start of implementation

2 Arrange for a project executive sponsor and project steering committee

3 Assign a project manager to lead your staff’s efforts

4 Assign experienced and empowered business and IT users to work closely with Britehouse consultants according to project plan (some full-time allocation may be necessary at times)

5 Perform certain project tasks according to project plan such as: Provide data in format specified by Britehouse | Customer side of integration | Perform validation | End user training

6 Process standardisation across the organisation has to be done by the customer prior to start of the engagement

7 Provide timely sign off of the deliverables within the timeframe agreed upon before start of engagement

8 Project resources from client available to participate

9 Required connectivity to the relevant Cloud instances to be provided by the client

10 Provision of a suitable office space (including general office equipment such as desks, chairs, printers, telephones, fax machines and parking)




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



Additional services

◦ Train project team

◦ Identify candidate processes for change

◦ Create change plan

◦ Provide stakeholder / end user analysis guidance

◦ Perform data mapping

◦ Prepare detailed technical specifications

◦ Build custom components

◦ Additional reporting

◦ Publish user guides

◦ Prepare training material

◦ Conduct train-the-trainer workshops

◦ Post go live support

◦ Monthly health check




Business objectives

The solution

Scope

Methodology


Exclusions

Assumptions

The teams

Additional services

Why Britehouse



About Britehouse

Vast experience in multiple technologies

BEE company with 100% procurement recognition

Focused on the digital journey

Diverse management team available to help

on all levels

Experienced team blended with new

upcoming consultants

Strong foundation through consolidation of

the best

Best technology for digitisation

Oracle Specialisation Platinum Level


Oracle specializations


Oracle experience


Customers

http://www.oracle.com/global/za/

http://www.oracle.com/global/za/

https://www.fnb.co.za/index.html

https://www.fnb.co.za/index.html

Fixed scope offering - Britehouse DIVISION OF DIMENSION DATA | 2015 2 Oracle Fusion Financials Cloud...

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