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© | A DIVISION OF DIMENSION DATA | 2015 1
22 February 2016
Fixed scope offering
Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 2
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
© | A DIVISION OF DIMENSION DATA | 2015 3
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
© | A DIVISION OF DIMENSION DATA | 2015 4
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 5
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
© | A DIVISION OF DIMENSION DATA | 2015 6
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 7
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 8
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 9
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 10
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 11
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 12
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 13
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
© | A DIVISION OF DIMENSION DATA | 2015 14
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 15
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 16
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
© | A DIVISION OF DIMENSION DATA | 2015 17
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 18
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
Conduct implementation checkpoint
Conduct implementation checkpoint
Conduct implementation checkpoint
Close project
Project management
Britehouse Shared Client
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 19
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 20
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
© | A DIVISION OF DIMENSION DATA | 2015 21
Project plan \ time frames
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
Conduct implementation checkpoint
Conduct implementation checkpoint
Conduct implementation checkpoint
Close project
Project management
Britehouse Shared Client
WEEK 13WEEK 6 WEEK 10WEEK 1 WEEK 3
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 22
Project plan \ time frames
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 23
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
© | A DIVISION OF DIMENSION DATA | 2015 24
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 25
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
© | A DIVISION OF DIMENSION DATA | 2015 26
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
| Oracle Fusion Financials Cloud Service
Customer to attend the overview training and use the self paced learning tools provided to understand the system features.
© | A DIVISION OF DIMENSION DATA | 2015 27
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
© | A DIVISION OF DIMENSION DATA | 2015 28
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 29
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 30
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)
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 31
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
© | A DIVISION OF DIMENSION DATA | 2015 32
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
| Oracle Fusion Financials Cloud Service
© | A DIVISION OF DIMENSION DATA | 2015 33
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
© | A DIVISION OF DIMENSION DATA | 2015 35
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
© | A DIVISION OF DIMENSION DATA | 2015 38
Customers