Sherwood Group Consulting Profile and Capability

8/6/2019 Sherwood Group Consulting Profile and Capability

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PTTEP

Millea Life

Unocal Thailand

Uncial Indonesia

SonyBehringer

RTZ

Coles Myer

Victorian Government

Reference sites significant

INFOR PM Projects


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About us


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Business Case . /

Requirementsy User Touch to enable collaborative

performance improvementy Access to KPI performancey

Update information and forecasty Get alerts on out of gauge issue

y Empower Business to allow users to makeown decisionsy To have locate and analysisy Make own reportsy Demonstrate trustworthy reliable datay Provide control over updates

y Change Environment to allow confidenceand growthy Consistent and security data warehousey Compliant Robust Systemsy Design for flexible growthy Able to be managed with out reliance on ITy Supported ongoing by vendors and consultant


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4

A Design approach

Linked Top-Down / Bottom-Up Performance Process

Best Practice Design Approach

New & Recurring Revenues Expenditure Capital

Earnings, Cash Flow, Capital ReportingPerformance Metrics, Sales Distribution Operational KPIs

Sales and Channel Planning

Revenue Planning NewBusiness Renewals etc

Department CashExpenses Planning

Expense Allocation& Partner Recovery

Allocation

SOE Cash ExpensesClassification

Other Expenses &

Payment PlanningTax & Working Capital

Capital ProjectsDetail Planning

Capital Project &Reporting

Analysis

PerformancePlanning

DD&AReporting

Net CashExpenses & Analysis


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Examples of PTTEP System

Documentation Index


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Unocal Sizing Very large

y 150 users +

y

30

companies x 2 Gross and Net Partners withmixed currencies

y 65-70 Mixed partnerships & ownerships

y 10000 + projects dynamically added

y 45 year outlook with 5 years History at cutover

y Change management process mapping

y Build time 5 months / rollout 4-8 months


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E.G. AS400 Infor PMIntegration Flow

Other DB

AS400Financials System

AccountBalances

INFORTranslated

Balances

StructureUpdate

AutomatedMatching &

updating

Transaction Detail

Trans &SumData

SummaryData

Detail transaction drillthrough inquiry

AccountStructure

s(Value

accounts

only)

MPCTranslated

AccountsStructures

Web & ExcelInterface for

Reporting andData entry

Linkedtransaction

drill throughreports

INFORInterfaceDataSources

UserStored

Spreadsheet Data

OpenLink

DataLoad

er

Structure

Loader

Flat

File

Structure

Sync

Validation newaccounts check

DataStructureTrans &

Sum Data

Infor PMData

Warehouse

e.g. Allocation, Data

Conversion


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Fully Automated ETL Data


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Design for all but implement in

stages and allow for growth

Architect is used to create and maintain the database structure, formulas, and security.

INFOR PM

Strategic

KPI

Data

Strategic

KPI

Data

OperationalData

OperationalData


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Millea Life Documentation


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Size Small to Medium

Stage approach with users

trained

25-30 users

Single currency company

Budget and reporting only

Designed for expansion project andanalysis

Finance only for now incluidesallocations

Build 1.5 months immediate

reporting use Budget rollout august uses to compete

assisted by sherwood


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Millea Life Insurance

(Thailand) PCLPerformance Management

System MLI-PMOperational User Manual

Prepared by Kanya Namsirikul (MLI)

&

Gordon Wood (Sherwood)

May 31 2009

This manual serves as a guide for operational use of the MLI-PM system using Infor PM

software The format and style is based on answering frequently asked questions.


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All designed and, project managed by

Sherwood Group Consulting

Other Projects size and

complexity


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Other Projects size and

complexity Sony Thailand Reports and budgets

Size large & complexity medium 3months I stage

Unocal Thailand - Plans reports & budgets Size Large and Complex high 6 & 4

months 2 stage

Unocal Indonesia - Plans reports & budgets

Investment Portfolio Mgt and production mgt Size very Large 6 moths x 3 over 3 stages

plus operational support contract

Ingram Micro Reporting Ops and Fin

Size large complexity medium 4 months

Behringer Plans Reporting budgets Ops &Fin Size Medium & complexity complex 4

months each over 2 stages


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Thailand 3+3

Singapore 1 + 1

Australia 5

Other Partners (Malaysia 1

Taiwan1

UK 2 HK1)

Sherwood Group Consulting

Expertise


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Our Team in ThailandCire

y Gordon Wood Project Coach PM

Key commitment semi F/Time)

y

Kitipan Kitbamroong BI Project Manager / BA

Key commitment full time

y Wichit Chuebupa BI Specialist Key

Commitment Semi F /Time

y NittiAkkaragulchai as needed System Integrator Consultant

Cover Technical Local

Other

Jimmy Harhadi as needed BI Specialist

Integration Consultant

cover Technical offshore

Chatchaya Chumsri ProjectAccount Manager

Cover (documentation)


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Project Timeline Approach

Project Management

Plan

Definition of

deliverables

Design

Design prototyping

Sara testing piloting

Design sign off

Build

Data Interfaces and

Integration

Data warehouse set up

Business rules and

reports set up

Test

Input and Reports

History Loading/

Deploy

Performance tuning

UserAcceptance Test

Live

Rollout 1

Support level setup

Activity Month 1

Project awarded Kick off meeting

Design Sign Off

Complete UAT

Go Live

Test Run

Month 1 Month 1Month 1


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Next Stepsy NDA signed

y Reports and source data flow specs detailed

y

Data warehouse specificationsy Process specification

y Pilot build (risk assessment

y Define scope

y Proposals submitted

Estimated to complete for review and propose

1 week

Initial Budget estimates: 100-120 man days

approx 2.5 million elapsed time 60 days

excludes support.

Sherwood Group Consulting Profile and Capability

Documents

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