Evosyss Fixed Scope Offering

for Oracle Fusion Procurement

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Content

Business Objectives
Fixed Scope Offer - Procurement
Project Deliverables
Scope Exclusion
Implementation Approach
Key Assumptions
Project Team Structure
Client Responsibilities
Business Benefits
Evosys Advantage
Additional Services from Evosys for Cloud Applications
Evosys Cloud Clientele
Evosys Certified SaaS Implementation Partner

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 For Todays Business Challenges, We have the Solution

Solution: Oracle Fusion Purchasing

provides Centralized Procurement driven Segregated
Centralized Issue: No Centralized View of
Procurement
concept no issues related to ownership Procurement Procurement Process
Process
of liabilities, received goods or legal
issues related to payment and
international trade.
Solution: Evosys Fusion Implementation
approach is Quick & Provide visibility
via higher ROI
Issue: Client can not afford to Fusion
Time
loose time in transition to a Implementation
Constraint
new system is Quick

Solution: Cloud based applications

doesnt require any special hardware
infrastructure
No Hassles for
Issue: Procuring & Managing
Hardware Infrastructure
Hardware Infrastructure
Procurement & Hassle
(Servers etc.)
Management

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Business Objectives
Facilitate Shared services model and centralized procurement function.

Implement a disciplined procurement environment providing relevant insight and operational rights to procurement users at
different levels in the Procurement chain and various levels in the organizational hierarchy.

Well defined workflow across the Oracle Fusion Procurement suite provides right access to necessary users with required rights to
perform specific actions during the life cycle of the Procurement process.

Analytics focusing on business intelligence provide vital information to the management, daily users and suppliers

In-built intelligence with business transactions--Role based dash boards and work area for buyer, approver; presenting the
statistical report, trend, spend analysis, personalized search capability

Enhanced sourcing capabilities with Supplier analysis, visibility of supplier lead time and popularity across departments

Single log-on for supplier providing complete visibility to their transactions and full invoicing capability

This application provides for inbuilt universally followed contract standards with the required flexibility to make business
operations simpler while operating in a global economy.

Facilitate end user self service to a great extent. The user interface being easy to understand and adopt - increases efficiency in
operations, enhances consumer shopping experience, promotes supplier enablement and end user satisfaction.
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Fixed Scope Offer - Procurement
List of Modules:

Fusion Purchasing
Fusion Self Service Procurement
Fusion Sourcing
Fusion Procurement Contracts
Fusion Supplier Portal

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Fusion Purchasing
Business Scope High Level Business Process
Business Process
Manage Orders Manage Purchase Order Lifecycle
Apply Agreement Pricing Changes
Change Purchase Order Document
Check Current Order Fulfillment Status
Approval Status of Open Orders
Create Orders & Agreements Create purchase order, blanket purchase agreement, and contract purchase
agreement.
Associate Procurement and Requisitioning organization with the document

Give Controls Under Agreements like expiration, amount released

Process Requisitions
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notifications.
Put details of items under Agreements that can be used for catalog
authoring in Fusion Self Service Procurement
Place requisition demand onto purchase orders or negotiations
Return requisition lines to requesters
Reassign requisition lines to another buyer
Modify requisition lines by either splitting the line quantities or replacing
the line item with a catalog item
Fusion Purchasing Self Service Procurement
Business Scope High Level Business Process
Business Process
Shop Manage Shopping Lists
Performing Search
Manage Smart Forms
Manage My Requisitions
Non-Catalog Request
Catalog Requisition through Browsing Catalog
Information Templates
Requisition Line Entry
Manage Requisitions Manage Requisition Lifecycle
Reassigning a Requisition
Cancelling a Requisition
Manage Document Approval History
Receipts Self Service Receiving for Direct delivery of items against
the requisitions raised by the requesters
Return and correction of receipts

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Fusion Sourcing
Business Scope High Level Business Process
Business Process
Manage Negotiation Amending a Negotiation
Acknowledging an Amendment
Analyzing Supplier Responses
Analyzing an RFQ by Spreadsheet
Analyzing and Awarding an Auction or RFI by Spreadsheet
Automatic Award Recommendation
Award Negotiation
Award by Spreadsheet
Create Negotiation Negotiation Creation
Manage Negotiation Template
Manage Attribute Lists
Manage Cost Factor Lists
Supplier Responses to RFQ/Negotiation Response by Spreadsheet
Create & Submit Response to Negotiations

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Fusion Procurement Contract
Business Scope High Level Business Process
Business Process
Manage Contracts Create Contracts
Manage Contract Templates
Assign Contract Owner
Search Contracts
Contracts Worklist
Manage Deliverables
Contract terms authoring within Fusion Contracts,
Sourcing & Purchasing
Contract Approvals
Contract Configuration Manage Party Roles
Manage Contract Roles
Manage Contract Line Types
Manage Contract Types
Manage Hold, Cancellation, Close Reasons,Risks
Contract Terms Template

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Fusion Supplier Portal
Business Scope High Level Business Process
Business Process
Manage Suppliers Searching and Creating Suppliers
Configure Supplier Registration
Manage Supplier Profiles
Manage Supplier Item Information
Configuration of news bulletin shown to supplier users
Manage Shipments Manage Shipments
Create ASN
Create ASBN
View Receipts and Returns
Manage Invoices and Payments Create Invoice
Create Invoice without PO
View Invoices and Payments
Mange Orders Manage Orders
Manage Schedules

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Application Scope Detailed Configuration Scope -1
Configuration Details
Business Units One Business Unit will be defined with the requisitioning, purchasing and
invoicing functions enabled.
Facilities One Item Master Organization will be defined.
Item Organizations will be defined as per the business requirements.

Purchasing Categories One Purchasing Category will be defined. Categories are defined with two
segments:-category and sub-category.
The category segment can be extended depending on Business process.
Suppliers Suppliers, supplier sites, contacts will be loaded in the system.
Line Types Two line types will be defined:
-Service: Amount Based
-Goods: Quantity Based
Purchasing Document Approval Approvers will be defined using one Employee/Supervisory hierarchy and is
limited to maximum 5 levels.
The Buyer (for Purchase Orders and Agreements) and the Requestor (for
requisitions) are entry points in the hierarchy for deriving the correct approvers.
AMX setup will be carried out.

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Application Scope Detailed Configuration Scope-2
Configuration Details
Accounting Charge and accrual accounts will be generated by seeded rules
Purchase Order Document lay-out Document layout will be configured as per client requirement with customer logo.
Catalogs Catalogs will be defined and Supplier Agreements will be loaded in the catalog.
Suppliers Suppliers, supplier sites, contacts will be loaded in the system.
Smart Forms Smart Forms will be defined.
Advanced approval rules Advanced Approval rules can be defined. Based on Item category approval,
specific item approval.
Item Inventory Organization Item Inventory Organizations are defined.

Sourcing Sourcing Functionalities will be implemented with the Fusion Sourcing module
Direct Material Purchasing Direct and Indirect procurement are in the scope.
Contracts Blanket and Contract Purchase agreements are in scope.
Inter-company Transactions Inter-company transactions will be implemented.

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Application Scope Detailed Technical Scope-3
Configuration Details
Data Migration Migration of open Orders, Agreements and Requisitions

Note:
1. Data has to be provided in Evosys Template, and only open
orders would be migrated to Fusion Application.
2. Migration of historical data is out of scope for the project
Reports Development of 5 transactional Reports using BI Publisher

Recommended Reports
Total usage and spend on each product on a specific contract for
a specified period of time.
Total usage and spend on each product purchased from a
specific supplier for a specified period of time.
Total usage and spend on a particular manufacturers product
code for a specified period of time.
Total usage and spend on each product purchased by a specific
cost center for a specified period of time.
Email Alerts Development of 2 Emails Alerts (as per the requirements)

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Implementation Time

Go-Live in 15 Weeks

Project
Configure Validate Transition Realization
Design

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High Level Project Work Plan

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Common Section for all FSOs

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Project Deliverables

Deliverable Name Deliverable Description

Project Charter The project charter would include further details of the project mission
statement, approach, plan, scope and execution.
Project Work Plan A plan that describes the tasks and timelines for all project activities.
Application Configuration/Setup A document that summarizes the configurations to be provided based on the
Document collected business information.
Test Scripts Test Scripts for testing the configured functionality in the scope of standard
offering. Any further changes to this document will be performed by
Customer.
Training Material Material to support familiarization sessions on the application.
Configured Production Environment Configured Solution, validated for go live use.

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Scope Exclusion
Configuration Details
Single Sign On Single Sign On setup is not included in the current scope of work
Third Party Integrations Integrations with third party systems (inbound/outbound) is not included in
current scope of work
Custom Job Roles Configuration of custom job roles would be not considered as part of the
project scope
Data Extraction and Cleansing Data extraction from third party system is not included in the scope of the
project
End User Training Evosys would follow the train the trainer approach, and end user training is
not included in the scope of the project
Change Management Organization change management would be the responsibility of the customer
Migration of Historical Data Migration of historical data is out of scope for the project
Upgrade Upgrade of Fusion Application during project is out of the scope

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Implementation Approach

Project
Configure Validate Transition Realization
Design

Apply adjusted
Perform initial Configure the
Finalize Project setup changes to Provide Post Go-
setup in staging production
Plan staging Live Support
environment environment
environment
Iterative
Process
Conduct workshop Prepare users for Load, reconcile Conduct a handoff
to validate validations and and validate data to the ongoing
Project Kick Off confirm solution to loads in
configuration of Client Relationship
Meeting be migrated to production
standard Management
functionality production environment Team
Iterative
Process
Load, reconcile Go-Live (Begin Document lesson
Schedule Conduct train the learnt and close
and validate client trainer sessions production use of
Workshops contract and
data the system)
processes

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Key Assumptions
Common business processes & policy across all the business areas would be implemented
Data migration to the Fusion instance subject to data provided in the templates provided by Evosys
All development and documentation will be done in English
The project execution will be done using an onsite-offshore model.
No Customization can be performed in the Fusion Cloud Application, only custom configuration within the standard system is performed
Train the Trainer approach for administering user training
Single sign-on solution with Fusion has not been factored
Historical data migration is out of scope
Organization change Management and end user training will be customers responsibility
Implementing any requirement, which is not a standard feature of the product, will not be binding on Evosys. The same will be agreed on
based upon on comments received from Oracle using the Metalink Support
Application bug repairs are the responsibility of Oracle Support and are not included in the project scope or estimates.
All key users of client would be available at common location for all project execution activities including Key User Training and Testing.
Upgrade of Fusion Application during project is out of the scope
Any 3rd party integration is out of the scope
A comprehensive list of assumptions and final timelines & estimates will be provided after a due diligence study conducted by Evosys

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Project Team Structure

Project Steering Committee

Client Project Manager Evosys Program Manager

Supported by Strong and

Experience Evosyss Fusion
Procurement Solution
Architect Team

Key Users IT Team Functional Consultant - Developer - Offshore

Onsite

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Client Responsibilities
Client to finalize license agreements and get staging environment from Oracle for Fusion prior to start of the project
Arrange for a Project Executive Sponsor and Project Steering Committee
Assign a Project Manager to lead your staffs efforts
Assign experienced and empowered Business and IT users to work closely with Evosys consultants according to project plan (some full-time
allocation may be necessary at times).
Perform independently various project tasks according to project plan such as: (a) Provide data in format specified by Evosys b) Customer side
of Integration c) Perform UAT d) End user Training
Process & policy 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
Handle Change Management
Communicate project status to entire organization on timely basis

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Evosys Advantage

Early Adaptor of Oracle Partner for Cloud Applications

Evosys is Certified SaaS Implementation Partner
Good Experience in Implementing Oracle Fusion Procurement Application (Referencable Customer)
Working Very Closely with Oracle Product Development team for various Cloud Implementation Projects
Very Solid Experience in Implementing Oracle Fusion Procurement Applications
10+ Oracle Fusion Procurement Consultants
Experienced in implementing other products of Oracle Cloud like Fusion Financials, Fusion HCM, Taleo, Cloud Planning &
Budgeting which gives an Cutting Edge to Evosys to have overall and better understanding of Oracle Cloud Applications as a
whole

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Additional Services from Evosys for Cloud Applications
Automatic 3rd Party Integration
Business Consulting
Master Data Management
End User Training
Change Management
Additional System Workshops
Business Process Documentation
AMC
Fusion Application Upgrade
Custom Reports & Email Alerts Development

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Evosys Cloud Clientele
Our Prestigious Cloud Clients

Above list includes on-going projects also

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 Thank You

All the logos, trademarks, trade names and service marks mentioned in this document are the
property of their respective owners and are hereby acknowledged.

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