© 2013 HCL – Proprietary & Confidential

Oracle Financials in EMEA – Day 1

Approaches and Experiences of Deploying Oracle Financials in EMEA

2

Deployment Approaches

What have we learnt from deploying in EMEA?

Introductions and HCL

Appendices

The HCL Oracle Practice

3© 2013 HCL – Proprietary & Confidential

Your HCL AXON team Richard Turner – Senior Vice President 18+ years Oracle experience as an implementer, project manager, programme manager and practice head Global transformation experience, qualified Chartered Accountant ACMABusiness solutions covering CPG, Manufacturing, Supply Chain, Public Sector, Banking & Financial Services, Telco, High Tech and Aerospace & Defence including multi-vendor environments

Tim Puddefoot – Solution Director 23 Years experience architecting and delivering Oracle ERP based solutions. Aligned complex businesses around a common solution , delivering tangible P&L impacts Key clients include Reed, Reckitt Benckiser, GE, UPS, Toshiba, O2, Sega, Flowserve, Telinor

Terry Walton – Delivery Director 24 years Oracle experience architecting and delivering large global business transformation programmes Business solutions covering CPG, Manufacturing, Supply Chain, Public Sector, Banking & Financial Services,

Oil & Gas, Telco, High Tech and Aerospace & Defense including multi-vendor environments

Aravind Kashyap – Associate Vice President22 years experience of delivering and managing large customer engagements in Food, Beverage, Consumer Products and Retail The Coca-Cola Company, Dr Pepper Snapple, Land O’Lakes, Performance Food Group, Target Stores, Best Buy, Steelcase, McDonalds Corporation, and MillerCoors

Abhay Chaturvedi – Client Partner (Transitioning in)Several years of experience in managing customer relationshipsLast 7 years in managing HCL customers in Retail and CPG space within EuropeKey Clients currently being managed – IKEA, Dixons Retail, Tesco, Techdata, Debenhams

4© 2013 HCL – Proprietary & Confidential

HCL is recognised as a global leader…

$6.3

31

90,000

BILLION

COUNTRIES

EMPLOYEES

Global Presence Operations spanning 31 countries

Delivery Facilities USA, UK, Finland, Poland, Puerto Rico,

Brazil, China, Malaysia, Singapore, Australia, Czech and India

HCL Info. Systems

Hardware, System Integration, Networking Solutions

HCL Technologies

IT, Engineering and BPO Services Division

CustomApplications

Engineering and R&D

EnterpriseApplications

BPO

Infrastructure Services24.8%

20.8%

4.4%

31.3%

18.6%

Service Mix

High Tech & Manufacturing

Healthcare

Retail and Consumer

Telecom

Media and Entertainment

Energy-Utilities, Public Services

Financial Services

Others

28.4%

10.8%

8.0%

6.7%7.2%

6.4%

23.8%

8.6%

Vertical Mix

5© 2013 HCL – Proprietary & Confidential

Multi-tenant : SupportsMulti-service & clients

Scalable Multi-lingual CapabilityStandardized Delivery: Local Company with Global HCL standards

Follow the sun capability Culturally Diverse Proximity Advantage De Risks Security, Data Sensitivity and Regulatory Issues

With Global Reach To Make Delivery Ruggedized

THROUGH INDUSTRIALIZED GLOBAL DELIVERY

Note: Only delivery centers. Does not include sales offices.

…with Global reach and an industrialised delivery capability

6© 2013 HCL – Proprietary & Confidential

Sonoco - HCL Relationship SnapshotOracle Support

Desk (L1)

L1 Support Desk. Triage to next level for issues not resolved at first level

SPOC for all communication from Business users

Oracle Functional Support (L2)

Oracle DBA Support

Oracle Development

Oracle Data Conversion

Oracle Deployment

SOA Services

MDM Strategy Consulting

Ariba Development

Resolving Oracle issues not resolved at first level

Working with Oracle (Vendor) for bug fix and data fix

Problem Analysis, KEDB preparation for recurring issues to transfer to L1

Monitor Apps Database 24 Hrs | Monitor key Application Alerts and take action

Perform Code Migration. Troubleshooting Performance Issues

Oracle RICE – Bug Fix, Enhancement and Performance troubleshooting

Design Clarification to business users on RICE and Standard Reports

Load data to CONV/QA/PRD as part of the Deployment with Sonoco Supervision

Bug fix/Enhancement on Data Conversion RICE objects

Load data to CONV/QA/PRD as part of the Deployment with Sonoco Supervision

Bug fix/Enhancement on Data Conversion RICE objects

Agile PIP Implementation/Extension Process improvement / SOA Roadmap

SOA Development for Oracle EBS to Custom Apps integration

Setup MDM Governance for Customers

Review and recommend process improvements for an efficient MDM Governance

Develop Ariba forms

Review, recommend and assist in patching and process improvements

7© 2013 HCL – Proprietary & Confidential

Value Adds by HCL

• HCL worked very diligently with Sonoco IT / Business to enable a smooth transition of providing the Oracle Application support to Business

• Business users feels very comfortable working with HCL SupportEnabled Smooth Service Transition

• Eliminated the custom process for handling the ATO Reservationwith Standard Functionality. This improved the shipping process whichwas the bigger concern due to stuck reservation issue.

Custom Process Elimination

• Worked collaboratively with Sonoco to come up with an improved process for Change Control. Working currently to improve theChange Management Tool to improve further

Change Management Process

• HCL and Sonoco DBAs Worked collaboratively to improve the Concurrent Manager processing to fit the new plant ramp ups andadditional volume. (Automated Log file deletion, created multipleconcurrent Managers by business priority, etc.)

Concurrent Mgr. Process Improvement

• Improved Global Configuration for Deployment – Segregated someof the configurations to be done ahead in PRD before clone, whichhelped to save time of the Instance readiness for each deployment

• Recommended Product Family Forecasting to enable Sales orderConsumption instead of Planning Bill based Forecasting

Business Process improvement

8

Deployment Approaches

What have we learnt from deploying in EMEA?

The HCL Oracle Practice

Appendices

Introductions and HCL

9© 2013 HCL – Proprietary & Confidential

HCL’s Oracle capability

North America

1270

EMEA

400

Latin America

100ANZ

100

India

1170

APAC

210Consultants

Global Oracle Team

28 Specialisations and Accreditation in all areas relevant to Sonoco global rollout

40% of the team are either Chartered Accountants or hold master degree in business

Very senior, experienced EBS delivery team

A commitment from our entire GLOBAL leadership team to see Sonoco through to success

Oracle Consultants 3250+

Active customers 190 +

Countries 31

Offices 60

Global Delivery Centers 15

Practice Summary Oracle E-Business Suite

Siebel

JD Edwards

PeopleSoft

Hyperion/ OBIEE/ OBIA/ Technology

Demantra/ Primavera

10© 2013 HCL – Proprietary & Confidential

27% of Global revenues, FY08 10 years in the fastest growing region

$1005+ Mn Revenues, FY11 4,500+ Employees 25 locations in 13 countries 15 delivery centers 85% local

200+ Customers 12 vertical sectors $3+ billion client value delivered

50+ Partners Oracle Platinum Partner SAP Global Services Partner

HCL’s Presence in European Market

© 2013 HCL – Proprietary & Confidential11

Company

Client

Indu

stry

No.

of C

ount

ries i

n sc

ope

US Euro

pe

MEA

APA

C

Fina

nce

Oth

er F

uncti

ons

Stan

dard

ised

Tem

plat

e

Impl

emen

tatio

n

Rollo

ut

ASM

Inte

grati

on

Hi-Tech 29

Hi-Tech 4

Hi-Tech 4

Hi-Tech 6

Hi-Tech 4

Hi-Tech 5

Hi-Tech 10

Hi-Tech 10

Transportation 4

Pharma 5

Manufacturing 15

Manufacturing 6

Manufacturing 3

Manufacturing 5

Manufacturing 6

Manufacturing 13

Retail 5

Countries Function HCL Services in Scope Company

Client

Indu

stry

No.

of C

ount

ries

in

scop

e

US

Euro

pe

MEA

APA

C

Fina

nce

Oth

er F

uncti

ons

Stan

dard

ised

Te

mpl

ate

Impl

emen

tati

on

Rollo

ut

ASM

Inte

grati

on

MPE 45

Manufacturing 34

Life Sciences 80

Consumer 50

Consumer 17

Manufacturing 16

Consumer 55

Life Sciences 14

Manufacturing 60

Life Sciences 60

Manufacturing 12

Telecom 6

Manufacturing 80

Telco 20

Energy 12

Countries Function HCL Services in Scope

HCL has led a number of large scale ERP deployments globally and in Europe

12© 2013 HCL – Proprietary & Confidential

Client Deployment Requirements and our experience

1. Rapid delivery – Industry template, industrialised perpetual delivery approach

2. Deliver business outcomes – standardisation, highly rated by markets/users

3. Share in the risk - Take end-to-end accountability – skin in the game commercials

4. Roll out of a US template into Europe, aligned to local European market specifics

29 countries, 15 months

Reduced deployments by 9-months (15 % duration)

6% local variation, implemented European SSC for 16 countries

3% local variation, > $200m benefit. Audited as best project

Taken over mid-flight project, target pricing risk-share model

Including rapid deployment across Europe in 18 months

Global Template, Deployed to Regional SSC (Warsaw)

13

What have we learnt from deploying in EMEA?

Appendices

Introductions and HCL

The HCL Oracle Practice

Deployment Approaches

14© 2013 HCL – Proprietary & Confidential

Our Deployment experience points to a number of key decisions before starting

What pace can we deploy the solution that balances business risk? How do we cluster Countries for the rollout? What is the end state vision that we can plan a programme on? How much change can the Organisation cope with? What is the scope of the standardised processes, data, enabling technology,

organisation structure and service delivery model? How do we ensure that the EMEA business continues successfully during the

deployments? Do we deploy Oracle and Shared Services as a separate or one integrated

programme? How appropriate is the existing applications template for Europe?

15© 2013 HCL – Proprietary & Confidential

Through our experience we have identified key levers enabling industrialised deployment and reduced costs

The position of these levers and the opportunity to set these to the right increases ability to reduce costs and accelerate global deployments

Lever Flexible requirements, phased Implementation

+ <--- Cost ------ - Template driven, Industrialised Roll out

Solution Repeatability

Allow each country its own solution, low standardisation

Template compliance, common processes, TLS* change only

Solution Stability

Continuous changes and high regression impacts

Very limited changes to the template during roll out

Deployment model

Local release & deployment teams, minimal central capacity

Centralised, offshore release and deployment, local task execution

Testing & Validation

Retest large portions of solution, low risk approach

Only test changes, risk based and time boxed

Change Management

Individual country change approach, high soft skills

Centrally driven focus on readiness, “mandated” adoption

Deliverable variations

Individual per country, multiple variations, many languages

Re-use each deliverable, no changes to foundation outputs

Integration Approach

Variable integration methods, point to point, each unit varies

Single integration layer, standardised interfaces, high re-use

* TLS – Tax, Legal, Statutory

+ Cost+Speed

16© 2013 HCL – Proprietary & Confidential

Release Plan – Suggestions For Discussion

Release 1• UK• Ireland

Release 3• Finland• Norway• Sweden

Release 4• France• Spain• Italy• Greece

• Belgium – although medium complex is in Release 2 because of location closeness, and cultural closeness (Benelux)

• Russia – Although complex is in Release 5 because of sub regional closeness (East Europe)

Release 5• Poland• Turkey• Russia• Estonia

Functional AssessmentGreen – Low ComplexityOrange – Medium ComplexityRed – High Complexity

Release 2• Belgium (HQ) • Netherlands• Luxembourg• Germany• Switzerland

17© 2013 HCL – Proprietary & Confidential

Our proposed plan to deliver the EMEA deployment

• More flexible go-live approach and plan

• 6 month localisation design and build for each release

• 7 months for Data and Business readiness prep in each release

• Fewer countries per go-live

• Single teams focussed on specific activities

Technical Go Live

Business Go Lives

18© 2013 HCL – Proprietary & Confidential

To further reduce the timescales would require moving the levers to the right

Lever Flexible requirements, phased Implementation

+ <--- Cost ------ - Template driven, Industrialised Roll out

Solution Repeatability

Allow each country its own solution, low standardisation

Template compliance, common processes, TLS* change only

Solution Stability

Continuous changes and high regression impacts

Very limited changes to the template during roll out

Deployment model

Local release & deployment teams, minimal central capacity

Centralised, offshore release and deployment, local task execution

Testing & Validation

Retest large portions of solution, low risk approach

Only test changes, risk based and time boxed

Change Management

Individual country change approach, high soft skills

Centrally driven focus on readiness, “mandated” adoption

Deliverable variations

Individual per country, multiple variations, many languages

Re-use each deliverable, no changes to foundation outputs

Integration Approach

Variable integration methods, point to point, each unit varies

Single integration layer, standardised interfaces, high re-use

* TLS – Tax, Legal, Statutory

+ Cost+Speed

19© 2013 HCL – Proprietary & Confidential

HCL’s Global Delivery model enables Industrialised delivery practices through highly skilled teams

Core Team DeploymentManagement

Fit Gap & Deployment

Team

Offshore COEIndustrial Strength

Delivery

BuildData

Test

Scope & Planning

Offshore CoE Delivery Local build extensions Testing Data Migration factory Development factory Training Materials Security extensions Environment Management

Offshore CoE Delivery Local build extensions Testing Data Migration factory Development factory Training Materials Security extensions Environment Management

Regional Deployment Teams Local fit/gap co-ordination, language Co-ordinate local deployment Data cleanup and local cutover Business readiness Hypercare

Regional Deployment Teams Local fit/gap co-ordination, language Co-ordinate local deployment Data cleanup and local cutover Business readiness Hypercare

Scope and Planning Template Adoption Plan ‘Big ticket’ items Data Quality Actions

Scope and Planning Template Adoption Plan ‘Big ticket’ items Data Quality Actions

Core Team Programme management Liaison with Global Template Design

Authority Build Management Central Deployment co-ordination &

Management

Core Team Programme management Liaison with Global Template Design

Authority Build Management Central Deployment co-ordination &

Management

20© 2013 HCL – Proprietary & Confidential

Oracle Template roll-out in EMEA – Critical Success Factors

Industrialise the delivery

Specialised teams covering each aspect of design to deployment Deployment toolkit with efficient delivery workflows – deskill deployment activities Small country teams – focussed on maximising adoption of standard template

Deliver at pace whilst minimising risk

Pilot deployment as extension to template build – stabilise before next roll-outs Perpetual deployment approach – with business go-lives every 2 months Early Engagement – take CR’s, data, interfaces and business change off critical path

Bring the business with us

Business governance and engagement - ensure business accountability for success Integrated deployment planning spanning IT and business readiness activities Benefits work stream to ensure accountability for and measure benefits realisation

21

What have we learnt from deploying in EMEA?

Appendices

Introductions and HCL

The HCL Oracle Practice

Deployment Approaches

© 2013 HCL – Proprietary & Confidential22

Example Localisation Considerations

RussiaUse of 3rd Party

Tools – such as 1CDocument

sequence numbers

Plan comptable général

Intra-stat,Data Protection Directive 95/46,3rd Party Products: Vertex, Sabrix

Greek law - Ependytikos Nomos (Assets), Desmeyseis

(Commitments)

EAS ~500 projects completed in Europe 40+ roll-outs of global templates

23© 2013 HCL – Proprietary & Confidential

Oracle E-Business Suite has been successfully implemented by companies in more than 150 countries worldwide. Within Oracle E-Business Suite, the following capabilities can be further adapted to meet local business practices as well as Tax, Legal and Statutory needs via localisation packs:

• Chart of accounts• Accounting rules• Financial reporting• Payment formats• Tax and withholding calculations• Tax reporting• Asset valuation and depreciation methods• Inventory valuation• Payroll• Workforce administration• Data privacy• Corporate governance• Local business practices

Sonoco ScopeUK, Ireland

Belgium (HQ), Netherlands, Luxembourg*, Germany, Switzerland

Finland, Norway, SwedenFrance, Spain, Italy, Estonia *

Poland, Turkey, Russia, Greece

Oracle Supports Deep Localisations ‘Out of the Box’

*No Oracle Localisation: HCL solution

24© 2013 HCL – Proprietary & Confidential

Our internal APSE portal contains a wealth a global delivery experiences and re-usable collateral for TLS (Tax, Legal & Statutory) that further builds on the Oracle localisations;

TLS

Country Specific details• Configuration considerations• 3rd Party Tools

• 1C, Sabrix, Vertex, D&B etc

HCL has a strong background and understanding of localisations:

25© 2013 HCL – Proprietary & Confidential

Keys Technical Steps• Evaluate prerequisites and impacts of Oracle Localisations packs on Oracle technology

stack to reduce future regression testing effort. (This is important as each layer in the stack may require software upgrades, patching or additional hardware)

• Install all of the relevant ‘in-scope’ countries Oracle localisation packs• Regression test the tech stack

Hardware Database Middleware Applications Full Stack

Localisations can impact the Full Stack, early analysis reduces cost and time during local country deployments

HCL recommendation for localisations:

26© 2013 HCL – Proprietary & Confidential

Applications

Keys European Country Deployment Steps• Coordinate and plan all activities with ‘Global Template’ Governance council • Extend ‘Template’ for local country items, e.g. Ledgers, Approval Hierarchies, Data

Migrations• Configure Oracle Localisations for TLS items. No technical impact, just applications• Deploy addition local RICE items e.g. Invoice Prints, Bank Integrations• Execute test & regression test cycles• Transition to next Release wave

Oracle Localisations HCL Local Knowledge

HCL recommendation for localisations:

27

What have we learnt from deploying in EMEA?

Appendices

Introductions and HCL

The HCL Oracle Practice

Deployment Approaches

28© 2013 HCL – Proprietary & Confidential

HCL’s streamlined approach to understanding Sonoco’s Global Template

Key aspects of our approach ASSeTTM method, tools and KPIs – 250+

transitions Knowledge Transition to minimise programme

impact Central HCL Leadership and Architecture roles

to drive KT, transition, planning and localisation Knowledge Transfer Approach:

– Program Overview – GDA & PMO– Review Global template documentation– Focussed sessions with template SMEs– Establish Sonoco Oracle Academy

Benefits of out transition / KT approach Minimise programme risk & impact Accelerate mobilisation for each deployment Reduced demand on Sonoco staff for KT Enhanced delivery approach & knowledge

assets

Sonoco Academy Approach

Some similar ERP Program Knowledge Transitions

29© 2013 HCL – Proprietary & Confidential

Example Oracle Transition Expertise from Other Vendors - Support and Deployment

Autodesk Transitioned from ACS Siebel Operations, DC Hosting/Ops

Transition: 210 daysDuration: 2006 ~ till date

Fonterra Incumbent Multiple vendors ADM 177+ applications and Bespoke

Transition: 90 daysDuration: 2005 ~ till date

Arvin Meritor Consolidated from Oracle ConsultingOracle Deployment, Rollout, Oracle ASM

Transition: 45 days (Phased)Duration: 2003 ~ till date

Extreme Networks Transitioned from: EDS Oracle ADM, Oracle ASM,DC Ops, N/W, Helpdesk

Transition: 90 daysDuration: 2009 ~ till date

Teradyne Transition from Multiple VendorsOracle ASM and ADM, Helpdesk, DC, Hosting

Transition: 120 daysDuration: 2006~ till date

Brocade Transitioned from Wipro ASM and ADM Oracle, Edge Apps

Transition: 45 daysDuration: 2008 ~ till date

Land O Lakes Transitioned from Multiple vendorsApps Support & ADM

Transition: 90 daysDuration: 20011 ~ till date

British Telecom Transitioned from Tech Mahindra 250+ COTS and Bespoke Applications

Transition: 90 daysDuration: 2007~ till date

VMware Transitioned from Oracle, AccentureOracle ASM, SOA, Web, BI and edge apps

Transition: 90daysDuration: 2011 ~ till date

UTI Transitioned from In-HouseOracle Deployment, Apps ASM and ADM

Transition: 90 daysDuration: 2008 ~ till date

TRW Transitioned from Satyam

ADM Oracle, MFG PRO, Custom Apps, DC Consolidation

Transition: 90 daysDuration: 2003 ~ till date

30© 2013 HCL – Proprietary & Confidential

Relevant Pricing Models

Risk & Complexity

Time & Materials

Clarity of Scope

Higher Supplier Risk Higher Customer Risk

Scope unclear

Scope clearly defined Fixed Price

Target Price

Outcomes Based

Managed Service

31© 2013 HCL – Proprietary & Confidential

Illustrative Target Pricing Model

Target Price Estimate

£1m

Target Price

Actual Price£0.9m

50% benefit-share(£50k)

Scenario 1:Actual cost is 90% of Target

HCL EAS fees

£0.95m

Scenario 2:Actual cost

is110% of Target

50% non-charged (£50k)

Actual Price£1.1m

HCL EAS fees

£1.05m

110%

100%

90%

32© 2013 HCL – Proprietary & Confidential

AN ORACLE CASE STUDY

Industry: Hi-Tech

Location :14-Locations.(Singapore, China, Malaysia, Hong Kong, Japan, United Kingdom, Czech Republic, Germany, France, Spain, Sweden, United Arab Emirates, Canada, Mexico

Service Areas: Global Rollout, Implementation.

Topology:Finance- (AP, FA, CM, GL), IP, PO, (11.5.10)

Sonus NetworksCLIENT

Sonus Networks Inc, providing network transformation through IP communications technology, is leading the evolution of communications networks to support the multi-media, multi-device demands of today’s digital lifestyle. Sonus solutions and services enable fixed, mobile and cable operators to gain network awareness and new multi-media capabilities essential to retaining and expanding their subscriber base, while reducing overall network operating costs

CHALLENGES / OBJECTIVES

Roles and responsibilities for the project:Sonus Networks has been using Oracle Applications since 2001. Sonus Networks has successfully rolled out Oracle Applications in India with India Localization. As part of the next phase Sonus Networks is rolling out Oracle Applications to 14 other countries across Asia, Europe and North America.Building road-map to Shared-Service model by standardization of business process and also meeting the needs for local regulatory or statutory requirement.

THE SOLUTION

Single Instance & Global Rollout to 14 locations across the globe.Implementation of Financials & Purchasing Modules across all the locations.Successfully carried out all rollouts and combined various instances into a single oneConceptualisation, design & development of the “Implementation & Rollout Toolkit” to rollout the solution to other countries Joint ownership & participation (HCL & Client) for smooth and effective Change ManagementStreamlined use of Reusable Components both in code and solution.Implemented Standard Global business process across unitsHCL followed the Phased roll-out approach for deployment with rigorous testing for complex countries.( GROWTH - HCLs Methodology)HCL did the Integration with Concur for Employee Expense report and Bank for Payment interfaceStandardization of data migration was carried by HCL to use by various units across countriesHCL used inbuilt application controls to meet the SoX requirement).

IMPLEMENTATION CHALLENGES:

•Continuous availability of Business team resources to support the Rollout project during Requirement Gathering and Testing phase was a major challenge faced by HCL.•Simultaneous project of Oracle Apps roll-out and setting up of Shared-service environment causes lack of ownership/direction amongst business team.•Change & People Management at each of the location pose major challenge as employee move out of the system

33© 2013 HCL – Proprietary & Confidential

33

CHALLENGES / OBJECTIVES

The client required a One Oracle Apps E-Business System worldwide, which involved technical upgrades to the latest EBS version, instance consolidation (Europe including France), and roll-outs for several other countries

Large volumes of data conversion from Legacy solutions (data spanned more than 8 years), and Global Roll-outs to be carried out for 29 locations in just 10 months

To carry out parallel implementation for Project Accounting Module in EBS

To develop the best support model for the Global Instance which would cover mission critical applications across multiple time zones

CLIENT

A leading global provider of simulation technology and services to a broad spectrum of industries like Aerospace, Shipbuilding, Automotive, Consumer Products, Bio-technology, Plastics, Machine Tools, Metal Forming, Computer & Electronics Manufacturers, and Universities; Headquartered in California, USA employs more than 1500 people in 29 countries

THE SOLUTION

Our relationship dates back 8 years with application support related jobs gradually growing into application upgrades and implementations. Services include:

Single Instance & Global Rollout to 29 countries Implementation - CRM modules ( IB &IC in 2002, SC ; OM, IB, AR,

AP, GL for Japan Upgrade - From 10.7 to 11.5.4 involving migration of the custom Lease Management application to

Oracle CRM Service; Upgrade and Conversion from 11.5.4 to 11.5.8 versions in US and Latin America; Database, iAS and Application Upgrade from 11.5.8 to 11.5.10; Migration to Oracle Application Table space Model. Application Maintenance & Support - Global Support covering multiple geographies including North America, EMEA and Asia Pacific; Application maintenance & support for 11.0.3 and 11.5.10.2 instances; Modules supported include: OM, IB, PO, INV, WIP, BOM, CM, AR, AP, GL, FA, HR, IC

RICE - Development of outbound interfaces for Oracle Application with Discoverer and Lotus Notes. (Discoverer is used to produce management reports and Lotus Notes is used by the sales & marketing team); Region specific reports for FIN & OM Modules; Conversions for OM,FIN,MFG & SC modules from 11.0.3 and Legacy system to 11.5.10; Workflow Enhancements for PO & OM account generator; Pricelist tool for automatic updating of prices from excel

Business Process Re-engineering: The client’s primary business includes selling software and providing maintenance & support services. The support & maintenance contracts for software was tracked in the order management module (i.e.) to sell a support service, an order used to be created. The client faced problems in tracking the various services offered and in renewing a service, which was not supported through order management. We suggested implementing the ‘Service Contracts’ module since the old BOM structures and install base tables were cleaned to reflect more accurately what customers were owed and what was shipped.

Business process re-engineering was undertaken prior to implementation of Service Contracts and the upgrade from 11.5.4 to 11.5.8; Rigid controls were put in place to monitor complex business processes in compliance with SOX requirements; Involved in redesigning business processes for order processing and revenue recognition; The client’s support team benefited from the ability to track what services their corresponding customers were entitled to.

MSC AN ORACLE CASE STUDY

Industry: Hi-tech

Service Areas: Implementation, Upgrade, Maintenance & Support; Global Rollout

Topology: Oracle Apps 11.0.3, 11.5.4, 11.5.8 & 11.5.10.2; Manufacturing, Financial, HRMS, OM & Distribution, and CRM Modules

34© 2013 HCL – Proprietary & Confidential

AN ORACLE CASE STUDY

Industry: Retail

Service Areas: Application Development, Implementation and Support; Application Help Desk; Application Documentation

Topology: Oracle Apps 11.5.6; RICE (Reports, Interfaces, Customizations, Extensions); Financial Modules (GL, AP, AR, FA, PO and CM).

A leading marketplace for all last minute services & transactions

CLIENT

The company is a marketplace for all last minute services and transactions; Established approximately 15,400 supplier relationships and over 9.6 million subscribers to its weekly newsletter, globally; Uses the Internet to match suppliers and consumers at short notice, working with a range of suppliers in the travel, entertainment and gift industries; Following the launch of its service in the UK, France, Germany, and Sweden in 1999, it successfully expanded its reach to Italy, Spain, Netherlands, Australia, Japan and South Africa.

CHALLENGES / OBJECTIVES

To ensure seamless knowledge transfer from not just the client’s IT team but also from onsite and offsite third party contractors

Gradually shifting IT operations from a tasked-based service to a Managed Service Model. It involved understanding each business process from a holistic angle and documenting this information

The client’s expansion strategy of “growth through acquisition meant frequent ramp up in IT operations

THE SOLUTION

We were engaged as an end-to-end application service provider and our services included:

Onsite Support (Helpdesk) for Oracle Financial modules (GL, AP, AR, FA, PO and CM).

Process improvement leading to changes in the application set-ups

Onsite Development & Maintenance of Reports, Interfaces and Java components

Documentation of business processes and Oracle application operations

With regards to Knowledge Transfer/Sharing, we adopted a systematic approach by appointing a dedicated program manager who organized rigorous knowledge sharing sessions, documenting each information component and at the same time tracking the various knowledge sharing processes

RESULTS / BENEFITS

Benefit to the ClientReduced cost in IT operations substantially by over 42%; Dramatic reduction in certain accounting and financial processes (book closure) from 2 weeks to just 2 days. This allowed various departments to collate information faster and make quick decisions

Our Value AdditionOur proven application implementation methodology through the Onsite / Offshore service delivery model; Multi-track, multi-technology expertise; Impressive program management skills with the capability to initiate, plan, control, execute, and close major IT management programs; Streamlined business processes and documented all instances