Evosys-Gimasys Cloud Shop - VIE Event - 27 Aug - V1 4-Final

Finance Modernization with Oracle Fusion Cloud

Welcome to the Session

Evosys-Gimasys Cloud ERP Shop

Date: 27th August 2015

Who is Gimasys?

About Evosys? Why Evosys?

Implementation Strategy

Implementation Approach for Oracle Cloud Projects – Simplyfied!

Cloud References and Case Studies

Package Price

Content

Who is Gimasys





Package Price

Content

2004 Thành lập công ty Gimasys

Cung cấp giải pháp Oracle e-Business Suites

Triển khai sub-contract cho các đối tác trong nước

2007 Thành lập công ty thành viên Sunshine Gimasys - HCM

Trở thành đối tác vàng của Oracle2009

Sau 10 năm thành lập, GiMASYS đã tự khẳng định mình về khả năng triển khai các dự án lớn. Lực lượng nhân sự của GiMASYS lớn mạnh không ngừng về chất, là sự tập hợp và hội tụ của nhiều chuyên gia tư vấn giỏi.

2005

2008 Trở thành Oracle Partner

Trở thành đối tác cung cấp đào tạo của Oracle2010

Gimasys definitely has the skill in FMS implementation and besides their local language skill bring forth greater value in VN “Leonard sie – Oracle training center”

Trở thành Partner của Google Enterprice trong lĩnh vực Cloud Computing

2011

Trở thành Oracle Cloud Partner2013

Gimasys Oracle ERP Cloud Practice

Fusion/Cloud partner with Oracle and leading Implementation Organizations.

Implemented Oracle Cloud Applications including CRM/CX.

Extensive Fusion Middleware/SOA Experience

Extensive ADF Applcation Development

Proven Methodology

Some of our customers

Who is Gimasys





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EVOSYS AT GLANCE Founded in Sep, 2006 with a vision to become the number #1

Enterprise Applications Consulting Company .

We have a brilliant team of 750+ smart and committed consultants. We have setup an environment to harness and retain some of the brightest consultants in the industry.

Our mantra to growth has been “Specialization & Long term relationship“ and based on these values we build brilliant reference list of 130+ large and prestigious customers.

Based on our vast experience we have developed specialization into the follow verticals

• Healthcare• Public Sector• Logistics and Transportation• We are now strongly gaining grounds into Telecom,

Construction and Banking.

Headquartered in Ahmedabad, India and strongly rooted in ME region and UK, USA, APAC

EMEA Experience” with Middle East Focus and rapidly growing in UK ,USA and APAC

35 Cloud Implementations

FIRST to Implement the Oracle Cloud Suite

in the ECEMEA Region

# 1 Oracle Application

Cloud services provider globally

Reduced Project Timeline,

COST EFFECTIVE, Faster

deployments

Evosys working with Oracle Cloud

Product Development

Team

Mastered INTEGRATION

With Cloud App

ORACLE CERTIFIED

Implementation Global Partner

WHY EVOSYS FOR CLOUD IMPLEMENTATION???We help companies succeed

Proven Oracle Cloud Experience

DESCRIPTION ERP CRM SCM HCM PBCS Taleo Hyperion

Live Customers Current Implementations References 11i/R12/Peoplesoft to Oracle Cloud Service Cross-Functional Co-Existence Cloud Specializations

Evosys Oracle Cloud implementations during

2014 - 15

Evosys Oracle Cloud implementations during

2015 - 32

Who is Gimasys





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Content

ADAPT

Solution Driven

Best Practices included

Configuration Template

INCREMENTAL

Business Initiated

IT Partnership

Process Focused

Stakeholder Sponsored

Leverage Native Tools

Go Live Just The First Brick

Uptake Strategically

Establish Change Framework

Stay Connected and Ready for Growth

Who is Gimasys





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Content

Implementation Approach for Oracle Cloud Projects

Client Engagement

(Week 0)

Data Analysis & Feedback

(Week 1)

Data Migration & System

Demonstration(Week 2, 3)

Fit-Gap & Final System

Configuration(Week 4, 5, 6,

7)

Training(Week 8, 9)

Solution Validation (Review)

(Week 10)

Go-Live(Week 11,

12)

Foundation - Oracle Unified Methodology for Cloud Projects

Manage Transition to Steady-state Operations

Post Go-Live Support

Close Project

Handoff to Client Relationship Manager

Gain Acceptance

Migrate Configuration to Production

Load, Reconcile & Validate Data in Production

Conduct Implementation Checkpoint

Verify Production & Operational Readiness

Conduct Final Validation Review

Migrate Integrations & Extensions to Production

Begin Production Use

Load & Validate Data

Prepare Validation Scripts

Conduct End-to-End Review


Prepare for Training

Update Setups

Conduct Train-the-Trainer Workshops

Setup Applications

Validate Configuration


Load & Validate Data

Apply & Validate Extensions and Extensible Items

Implement Security

Prepare Cutover Strategy

Build & Validate Integrations

Conduct Kick-off Meeting

Schedule Workshops

Develop Security and Validation Strategies & Plans

Conduct Design Review


Conduct Technical Design Workshops

Conduct Functional Design Workshops

Plan Project

OUM IMPLEMENTATION METHODOLOGY Project Design Configure Validate Transition Realization

Project Management

Evosys Evosys & Client Client

PROJECT DELIVERABLES

Deliverable Name Deliverable Description

Project Plan A plan that describes the tasks and timelines for all project activities.Project Charter The project charter would include further details of the project mission

statement, approach, plan, scope and execution.

Configuration Questionnaire List of Questions in order to understand the business processes and configuration requirements in setup

Data Templates Templates for collecting Data to be migrated to the Fusion ApplicationPrototyping & Configuration Walkthrough Application Configured to the Business Process WalkthroughBusiness Process Document To be process document to be signed off by ClientTrain the Trainer Application configured on the Stage Environment for Key User TrainingTraining Material Training Manuals for the Key Users for application familiarizationTest Scripts Test scripts that will form the basis of End to End reviewConfiguration Workbook Document detailing how the Application is ConfiguredConfigured Production Environment Production System configured as per the agreement and SoW

Management Commitment

Stakeholder Involvement

On Time Availability of info/Data

Availability of stakeholders thru out the project

Facilitate change management

Involvement of skilled IT/Technical Users at the time of handover

Own the SuccessOf the Project

PROJECT CRITICAL SUCCESS FACTORS

DATA MIGRATION APPROACH

EvosysCirculate Data template with required fields

for Migrating into Oracle to Client

Define the order in which data is to be migrated, which is critical

In the test instance, upload trial data first to check the migration process and data accuracy

Migrating the complete data into Production before cutover.

Client

Identify data elements to be migrated

Identify fields required to be migrated inOracle that are not available in legacy systems

Pull data from Legacy system in excel form

Identify data inconsistencies, duplicates, etc& provide data in same format circulated

Client team to test data in system

Compared & reconciled data with legacy system based on upload data circulated by

Evosys

Who is Gimasys



Evosys Approach for Oracle Cloud Projects – Simplyfied!


Package Price

Content

Cloud ERP References and Case Studies

Cloud ERP Clientele

PT Digital Alpha Indonesia and Digital Alpha Group Pte Ltd, a Southeast Asian regional digital finance company providing short- term credit to consumers and businesses.

They only provide loans to people in Indonesia.

They were the first company in the Southeast Asia to fully automate the lending process and, if a loan application has been approved, money is sent to your bank within 2 hours of verification.

Key Differentiator: Cloud Implementation using Webservice based real time integration with legacy system

Project Introduction

Technical Architecture Diagram

Transaction Screen

• Once the scheduler runs it pushes the data into the fusion and marks the status as success or failure.

Qatar Cool already uses the core modules of Oracle E-Business Suite for Finance, Supply Chain and HRMS but not the Self-Service modules

They wanted to Implement organization wide solutions to streamline their Finance, Supply Chain and HR related processes and eliminate the paper based informal way of initiating request and carrying out business transactions

Implement a proper Approval process to flow each request through a proper channel of authority Provide user – friendly self service application to end users to initiate their requests. Automate the business process and provide well formatted reports for varied usages

Project Introduction

Business Requirements Challenges

Solution

Case Study Fusion Financials ,Qatar Cool

Time Constraint Faced for early Go-

Live

Training the key user to adopt to

Fusion Financials processes

Streamline the current business

processes and provide better

business strategy approach.

Implement Fusion General Ledger to provide a

centralized accounting monitors for easy

Period-Closing & auditing

Configure the Payment and Receipt process as

per business requirements through Fusion

Payables and Receivables

Implement Approval hierarchy for Various

Documents as per client requirement.

Develop integrated reports for each Business

roles

Configure acquisitions ,transfers and

Retirements of Fixed Assets as per client

requirement with the help of Fusion Fixed

Assets and its excel integration

Automate Bank Reconciliation Process

through Fusion Cash Management

Implement a disciplined Financial management

environment providing relevant insight and

operational rights to users at different levels in

the Financials chain.

Eliminate the paper based informal way of

initiating the Payables and Receivables Process

Manage Real Time Reporting & Analysis of the

organization's Financial Position

To have Transaction Trails, Centralised

accounting monitors for easy Period Closing &

auditing

Integrated processes with accurate record

keeping & accounting

Shaner Hotel Group, USA

Client Background

The Shaner family has a history of successful investments in the hospitality industry. Since 1983, Shaner Hotels has focused on a conservative yet opportunistic strategy of acquiring and developing hospitality properties within the United States. Currently, Shaner holds an impressive portfolio of branded properties including Renaissance, Marriott, Marriott Courtyard, Springhill Suites, Residence Inn, Fairfield Inn & Suites, Crowne Plaza, Holiday Inn, Holiday Inn Express, and Hampton Inn & Suites. In total, Shaner Hotels offers an inventory of nearly 3,300 rooms in fourteen states across America.

Modules Sub-Module Names

Cloud Financials

Financials Cloud Service Fusion Expenses Fusion Financials Report Center Fusion BI for Financials Fusion Automated Invoice Processing

Cloud Procurement

Fusion Purchasing Fusion BI for Procurement Fusion Self-Service Procurement Fusion Procurement Contracts Cloud Service Fusion Cloud Business Intelligence for Procurement Contracts

Cloud Projects Fusion Project Costing Fusion BI for Projects Cloud

Cloud HCM

Fusion HCM Base Cloud Payroll Compensation Taleo Recruit and Onboarding Performance/Talent/Goals/Succession Fusion BI for HCM

PaaS Java Cloud Service-SaaS Extension Database Cloud Service- Saas Extension Fusion WebCenter Forms Recognition

BICS Business Intelligence Cloud Service Primavera Primavera Unifier

Budgetary Quote

Cloud Financials

Duration: 12 Weeks

15 Reports + 2 Weeks Support

Cloud Financials

ANDCloud

Procurement

Duration: 14 Weeks


Scope Offerings for Cloud ERP*

Cloud Financials,

ANDCloud

Procurement and Inventory

Duration: 16 Weeks


LIST OF MADATORY FINANCIAL FORMS/REPORTS

No. Vietnamese Title English Title

1 Phiếu thu Official Receipt2 Bảng kê hàng hóa, dịch vụ bán ra Sales Invoice List (Sales invoice report)3 Sổ theo dõi thuế GTGT VAT Tracking Book4 Sổ quỹ Cash Book (Cash on hand)5 Sổ tiền gửi ngân hàng Cash Book (Cash in bank)6 Phiếu chi Payment Voucher

7Bảng kê hàng hóa, dịch vụ mua vào không hóa đơn Purchase Document List (Without Invoice)

8 Bảng kê hàng hóa, dịch vụ mua vào Purchase Invoice List (Red invoice or Sales invoice)9 Sổ theo dõi thuế GTGT được hoàn lại Book of returned VAT 10 Thuế GTGT được miễn giảm Book of tax-exempt VAT 11 Bảng cân đối phát sinh Trial Balance12 Bảng cân đối kế toán Balance Sheet13 Kết quả kinh doanh Profit & Loss (Income statement)14 Lưu chuyển tiền tệ (Phương pháp gián tiếp) Cash Flow (Indirect Method)15 Khấu hao tài sản cố định Calculation and allocation of depreciation fixed asset16 Sổ tài sản cố đinh Fixed asset book17 Thẻ tài sản cố định Fixed asset card

Fixed Scope Offerings for Cloud ERP*

FA+G

L+CM

+AP+

AR+B

I

Cloud Financials

USD 55,000*

FA+G

L+CM

+AP+

AR+P

UR+

BICloud Financials+ Purchasing

USD 75,000*

FA+G

L+CM

+AP+

AR+P

UR+

INV+

BICloud Financials + Purchasing + InventoryUSD 110,000*

Thank You