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TCM+ Project Checklist

Oracle True Cloud Method

(C) Copyright 2016 Oracle Consulting. Oracle consulting and confidential

Author:
Creation Date:
Last Updated: 7/11/2016
Document Ref:
Version: 1.0.11

Document Control

Change Record

Author Date Version Change Reference

N. Nardone 19/05/2016 1.0.2 Milestone & Review


N. Nardone 23/05/2016 1.0.3 insert Solution Set "CoreHR"
N. Nardone 23/05/2016 1.0.4 modifics to template errors
N. Nardone 30/05/2016 1.0.5 insert Solution Set specific part: CM, EXP,
PAY, PCL, ABS, ASM
N. Nardone 8/6/2016 1.0.6 insert Solution Set specific parts: REC, PPM,
PRB, AVC
N. Nardone 9/6/2016 1.0.7 insert Solution Set specific parts: PUR, PRC,
POS, PON
N. Nardone 1/7/2016 1.0.8 insert Solution Set HCM specific parts: BEN,
CAR, COMP, GOAL, PERF
N. Nardone 4/7/2016 1.0.9 insert Solution Set HCM specific parts: PRO,
SUC, TAL
N. Nardone 20/10/2016 1.0.10 insert Solution Set HCM specific parts: REC,
ONB
N. Nardone 7/11/2016 1.0.11 insert Solution Set ERP specific parts: INV,
OM

Reviewers

N Date Position
ame

Distribution

Copy No. Name Location

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2
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8

Open and Closed Issues for this Deliverable

Open Issues
ID Issue Resolution Responsibility Target
Date

1
2
3
4
5

Closed Issues

ID Issue Resolution Responsibility Target


Date

1
2
3
4
5
Activity Checklist Complete
1.1 Understand Business Drivers Complete No
1.2 Align Drivers Complete No
1.3 Demonstrate Best Practice Complete No
1.4 Articulate and Embed TCM+ Complete No
1.5 Qualification Assessment Complete No
1.6 Complete Commercial Proposal Complete No

Page 3
Solution Activity Milestone Checklist
Generic 2.1 Kick-start Combine Solution Sets
Generic
Generic
Generic Resource Planning
Generic
Generic
Generic YES
Generic YES
Generic YES
Generic
Generic
Generic Working Environment Organisation
Generic
Generic
Generic
Generic YES Kick-Of
Generic
Generic
Generic
Generic
Generic Sign-of
Generic YES
Generic YES
HCM-ONB Prepare Materials
HCM-ONB
HCM-ONB Check Participants
HCM-ONB
HCM-REC Prepare Materials
HCM-REC
HCM-REC Check Participants
HCM-REC
HCM-TAL Prepare Materials
HCM-TAL
HCM-TAL Check Participants
HCM-TAL
HCM-SUC Prepare Materials
HCM-SUC
HCM-SUC Check Participants
HCM-SUC
HCM-PRO Prepare Materials
HCM-PRO
HCM-PRO Check Participants
HCM-PRO
HCM-PERF Prepare Materials
HCM-PERF
HCM-PERF Check Participants
HCM-PERF
HCM-GOAL Prepare Materials
HCM-GOAL
HCM-GOAL Check Participants
HCM-GOAL
HCM-COMP Prepare Materials
HCM-COMP
HCM-COMP Check Participants
HCM-COMP
HCM-CAR Prepare Materials
HCM-CAR
HCM-CAR Check Participants
HCM-CAR
HCM-BEN Prepare Materials
HCM-BEN
HCM-BEN Check Participants
HCM-BEN
ERP-EXP Scope implications
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
HCM-ABS Prepare Materials
HCM-ABS
HCM-ABS Check Participants

HCM-ABS
CoreHR Prepare Materials
CoreHR
CoreHR Check Participants
CoreHR
Generic
Generic 2.2 Assess business drivers Preparation of System and Material
Generic
Generic
Generic
Generic
Generic YES
Generic Conduct Initial Demonstration Workshops
Generic
Generic
Generic
Generic YES
Generic Workshop Governance
Generic
Generic
Generic
Generic
Generic
Generic
Generic Project Deltas to Oracle Best Practice Documented
ERP-INV-O Pick wave Release rules
ERP-INV-O Pick Confirmation process
ERP-INV-O Shipment
ERP-INV-O Drop-Ship/Back to Back Fulfillment
ERP-INV-O Cost Accounting for Sales issue and RMA receipt
ERP-INV-L Charge Names
ERP-INV-L Reference Types
ERP-INV-L Routes
ERP-INV-L Trade Operation Templates
ERP-INV-L Cost Accounting process
ERP-INV-C Charge Names
ERP-INV-C Reference Types
ERP-INV-C Routes
ERP-INV-C Trade Operation Templates
ERP-INV Master Data Management Items, Item Categories/Cata
ERP-INV Inbound Logistics
ERP-INV Material Management
ERP-INV Cost Management
ERP-INV Define Scope / Validate the need for
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-OM-C Assess the Configured Item Types (PTO, ATO, Hybrid)
ERP-OM-C Assess the Configure To Order Fulfillment Methods
ERP-OM-C Assess Model, Option Class and Options
ERP-OM-C Assess Model Item Structure
ERP-OM-C Assess Configurator Modeling
ERP-OM-C Assess Selling Supplemental Structure and guided selling
ERP-OM Enterprise Structure for Order Management
ERP-OM
ERP-OM Order Capturing Process and Fulfillment Process
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
HCM-ONB Workflows
HCM-ONB
HCM-ONB
HCM-ONB
HCM-TAL Talent Review Management
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL Use Cases
HCM-TAL
HCM-SUC Succession Management
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC Use Cases
HCM-SUC
HCM-PRO Profile Management
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO Use Cases
HCM-PRO
HCM-PERF Performance Management
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF Use Cases
HCM-PERF
HCM-GOAL Goal Management
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL Use Cases
HCM-GOAL
HCM-COMP Workforce Rewards
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP Use Cases
HCM-COMP
HCM-COMP
HCM-CAR Career Management
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR Use Cases
HCM-CAR
HCM-BEN Workforce Rewards
HCM-BEN
HCM-BEN
HCM-BEN Use Cases
HCM-BEN
HCM-BEN
ERP-PUR Global Enterprise Structure Model for Procurement
ERP-PUR Centralized Procurement-Manage Negotiations and agree
ERP-PUR Centralized Procurement Manage procure to pay proce
ERP-PUR Financial orchestration for procurement
ERP-PUR Procurement is for direct material?
ERP-PUR Is Inventory replenishment planning required?
ERP-PUR Fusion manufacturing implemented?
ERP-PUR Fusion order management implemented
ERP-PUR Access the approval requirements
ERP-PRC Global Enterprise Structure Model for Procurement
ERP-PRC Is contract term library maintained at corporate level
ERP-PRC Is fusion procurement contracts module implementation
ERP-PRC Is fusion procurement contracts module co existence wit
ERP-PRC If it is case of co existence, how are order and agreement
ERP-PRC Which system will maintain Supplier, Item and Purchasin
ERP-POS Supplier Registration
ERP-POS
ERP-POS Catalog Authoring
ERP-POS
ERP-POS Will the supplier create invoice through supplier portal ?
ERP-POS Is Consigned Inventory being used?
ERP-PON What are the diferent negotiation styles used: RFI, RFQ
ERP-PON Is there a requirement of evaluating supplier response fo
ERP-PON Would the negotiation creation manual or using the pre
ERP-PON Negotiation type: Open, Blind, Sealed
ERP-PON Would negotiation is sent for approval before publishing
ERP-PON Can the supplier respond in the buyer organization functi
ERP-PON Is there a need to capture addition cost of acquisition of
ERP-PON Would the award decision be sent for approval before cr
ERP-PON Is sourcing events tracked in fusion projects
ERP-PON Supplier:
ERP-PON
ERP-PON
ERP-REC General Ledger is implemented
ERP-REC Is OM Cloud implemented?
ERP-REC Is CPQ Cloud implemented?
ERP-REC Is Project Contracts & Billing Cloud implemented ?
ERP-REC Invoices being interfaced from OM?
ERP-REC Invoices being interfaced from Project Contracts & Billin
ERP-REC Invoices being interfaced from CPQ Cloud ?
ERP-PRB Material from Customer
ERP-PRB
ERP-PRB
ERP-PRB
ERP-PRB
ERP-PRB Questionnaire Updations
ERP-PPM Material from Customer
ERP-PPM
ERP-PPM
ERP-PPM
ERP-PPM Questionnaire Updation
ERP-PPM
ERP-PPM
ERP-AVC Number of dunning letters defined ?
ERP-AVC Scoring engine Components?
ERP-AVC Number of aging buckets ?
ERP-AVC Number of Collectors defined ?
ERP-AVC Collection strategies to be defined ?
ERP-ASM Questionnaire Updations
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-CM Material from Customer
ERP-CM
ERP-CM
ERP-CM
ERP-CM Questionnaire Updations
ERP-CM
ERP-CM
ERP-CM
ERP-EXP Use Cases (In Scope)
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP Use Cases (Out of Scope)
ERP-EXP
ERP-EXP
ERP-PAY Questionnaire Updations
ERP-PAY
ERP-PAY
ERP-PAY
ERP-PAY
ERP-PAY
ERP-PAY
ERP-PCL Material from Customer
ERP-PCL
ERP-PCL
ERP-PCL
ERP-PCL
ERP-PCL Questionnaire Updations
ERP-PCL
ERP-PCL
HCM-ABS Absence Types and Plans
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS Use Cases
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR Enterprise Structures
CoreHR
CoreHR
CoreHR
CoreHR Use Cases
CoreHR
CoreHR
CoreHR
Generic
Generic 2.3 Manage Configuration Exceptions Non-Standard Build Items Prioritized
Generic Ad-hoc processes Re-Demonstrated
Generic Key Configuration Decisions Identified
Generic Key Configuration Decisions Documented
Generic Potential Security Issues Addressed
Generic YES Project Change Requests Raised
ERP-INV Additional Inventory Organizations
ERP-INV Cost Policies
ERP-INV Cost Organization and Cost Books
ERP-INV Item Transaction defaults
ERP-INV Restricted Subinventory
ERP-OM-C Default Item Class
ERP-OM-C Configured Item Number Generation
ERP-OM-C Model, Option Class and Options (10 models, 2 OP class
ERP-OM-C Model Item Structure
ERP-OM-C Configurator Modelling
ERP-OM-C Supplemental Structure
ERP-OM-C Selling rules
ERP-OM Determine the details about
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM Also Refer the variables impacting this Task
ERP-OM Identify the Exceptions which will be evaluated via Chang
HCM-TAL Custom report requests
HCM-TAL
HCM-TAL
HCM-SUC Custom report requests
HCM-SUC
HCM-SUC
HCM-PRO Potential personalisations/localisations
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO Workflow amendments
HCM-PRO
HCM-PRO
HCM-PRO Custom report requests
HCM-PRO
HCM-PRO
HCM-PERF Potential personalisations/localisations
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF Workflow amendments
HCM-PERF
HCM-PERF
HCM-PERF Custom report requests
HCM-PERF
HCM-PERF
HCM-GOAL Potential personalisations/localisations
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL Workflow amendments
HCM-GOAL
HCM-GOAL
HCM-GOAL Custom report requests
HCM-GOAL
HCM-GOAL
HCM-COMP Potential personalisations/localisations
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP Workflow amendments
HCM-COMP
HCM-COMP
HCM-COMP Custom report requests
HCM-COMP
HCM-COMP
HCM-CAR Potential personalisations/localisations
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR Workflow amendments
HCM-CAR
HCM-CAR
HCM-CAR Custom report requests
HCM-CAR
HCM-CAR
HCM-BEN Potential personalisations/localisations
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN Workflow amendments
HCM-BEN
HCM-BEN
HCM-BEN Custom report requests
HCM-BEN
HCM-BEN
ERP-PUR Is procurement account generation based on purchase ca
ERP-PUR Is intercompany transaction involved?
ERP-PUR Purchasing approvals
ERP-PUR How to meet demand originating from OM,MFG,INV by s
ERP-PUR Accrual method in procure to pay process
ERP-PRC Clause, template and Contract approvals
ERP-PRC Clause authoring requirements
ERP-PRC Rule based contract term selection
ERP-PRC MS word download and offline authoring and upload
ERP-PRC Contract term template formatting
ERP-PRC Is Contract term used in negotiations
ERP-POS Supplier Registration
ERP-POS
ERP-PON Gather Details about configuration chnages
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-REC Update Receivables Questionnaire
ERP-PRB Update Questionnaire (Add to Generic List)
ERP-ASM Update Fixed Assets Questionnaire
ERP-CM Update Questionnaire (Add to Generic List)
ERP-PAY Update payables Questionnaire
HCM-ABS Potential personalisations/localisations
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS Workflow amendments
HCM-ABS
HCM-ABS
HCM-ABS Custom report requests
HCM-ABS
HCM-ABS
CoreHR Potential personalisations/localisations
CoreHR
CoreHR
CoreHR
CoreHR Workflow amendments
CoreHR
CoreHR
CoreHR Custom report requests
CoreHR
CoreHR Estimate efort & cost
Generic
Generic 2.4 Manage Integration Exceptions Non-Standard Integration Items Prioritised
Generic Ad-hoc processes Re-Demonstrated
Generic Key Integration Decisions Identified
Generic Key Integration Decisions Documented
Generic Potential Security Issues Captured
Generic YES Project Change Requests Raised
ERP-INV Integration with external system
ERP-INV
ERP-INV
ERP-PUR Standard Procurement Interface File Based Data Imports
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PRC Suppliers Import
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC Items and categories
ERP-PRC Docu-sign integration for electronic signature
ERP-PRC PO and agreement outbound integration to purchasing s
ERP-PRC
ERP-PRC
ERP-PON Gather Details about integrations
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-REC Standard Interfaces
ERP-REC
ERP-REC
ERP-ASM Standard Interfaces
ERP-ASM
ERP-ASM
ERP-CM Standard Interfaces
ERP-CM
ERP-EXP Standard Integrations as provided by Cloud (included in s
ERP-EXP
ERP-EXP
ERP-EXP Standard Integrations as provided by Cloud (not in scope
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP
ERP-EXP Other Integrations (not in scope of Base Estimate)
ERP-EXP
ERP-EXP
ERP-PAY Standard Interfaces
ERP-PAY
Generic
Generic 2.5 Manage Data Load Exceptions Non-Std Data Migration Items Prioritised
Generic Ad-hoc processes Re-Demonstrated
Generic Key Data Migration Decisions Identified
Generic Document Key Migration Decisions
Generic
Generic
Generic Potential Security Issues Captured
Generic YES Project Change Requests Raised
ERP-INV File Based Imports
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-OM Standard Data Migration using File Based Data Import(FB
ERP-OM
ERP-OM
ERP-OM Also Refer the variables impacting this Task
ERP-PUR Standard Data migrations
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR Supplier data migration
ERP-PUR
ERP-PRC Supplier data migration
ERP-PRC Item and purchase category
ERP-PRC Bulk Contract migration
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PON Gather details about data migrations
ERP-PON
ERP-PON
ERP-REC Standard Data Migrations
ERP-REC
ERP-REC
ERP-REC Customer Tasks
ERP-REC
ERP-REC
ERP-REC
ERP-REC
ERP-ASM Standard Data migrations
ERP-ASM
ERP-ASM Customer Tasks
ERP-ASM
ERP-ASM
ERP-ASM
ERP-PAY Standard Data migrations
ERP-PAY
ERP-PAY
ERP-PAY Customer Tasks
ERP-PAY
ERP-PAY
ERP-PAY
ERP-PAY
Generic
Generic 2.6 Confirm Key Decisions Confirm/lock-in key configuration decisions
Generic
Generic
Generic YES
Generic
Generic YES
Generic
Generic
Generic
ERP-INV-O Finalize Outbound requirements
ERP-INV-L Finalize LCM requirements
ERP-INV-C Finalize Consigned Inventory requirements
ERP-INV Finalize Org Structure
ERP-INV Finalize Cost Policies and Subledger Accounting requirem
ERP-INV Finalize reporting requirements
ERP-INV Usage of Material Status, Lot/Serial/Grade
ERP-INV Confirmation of modules in scope after validation of bus
ERP-OM-C Confirm Default Item Class
ERP-OM-C Confirm Configured Item Number Generation
ERP-OM-C Confirm additional Model, Option Class and Options
ERP-OM-C Confirm Model Item Structure
ERP-OM-C Confirm Configurator Modelling
ERP-OM-C Confirm Supplemental Structure
ERP-OM-C Confirm Selling Rules
ERP-OM Configuration Related
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM Data Load
ERP-OM
ERP-OM
ERP-OM No Integration
ERP-OM Technical
ERP-OM
ERP-OM
HCM-ONB On-Boarding
HCM-ONB
HCM-ONB
HCM-ONB
HCM-TAL Talent Review Management
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL Personalisations
HCM-TAL
HCM-SUC Succession Management
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC Personalisations
HCM-SUC
HCM-PRO Profile Management
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO Personalisations
HCM-PRO
HCM-PERF Performance Management
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF Personalisations
HCM-PERF
HCM-GOAL Goal Management
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL Personalisations
HCM-GOAL
HCM-COMP Confirm Workforce Rewards
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP Personalisations
HCM-COMP
HCM-COMP
HCM-CAR Career Management
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR Personalisations
HCM-CAR
HCM-BEN Confirm Workforce Rewards
HCM-BEN
HCM-BEN
HCM-BEN Personalisations
HCM-BEN
HCM-BEN
ERP-PUR Identify purchase documents
ERP-PUR Identify change order process
ERP-PUR Identify procurement accounting generation and defaulti
ERP-PUR Identify intercompany transactions
ERP-PUR Identify high level approval process
ERP-PUR Identify accrual basis for supplier liability
ERP-PUR Identify purchase order report requirements
ERP-PUR Identify PO document communication to supplier
ERP-PRC Contract term library maintenance
ERP-PRC Co existence model and integration requirements (co
ERP-PRC Reference data maintenance in a co existence scenario
ERP-PRC Docu-sign integration for electronic signature
ERP-PRC Data migration scope
ERP-PRC Identify high level approval process
ERP-POS Finalizing the following processes that will be done throu
ERP-POS
ERP-POS
ERP-POS
ERP-POS
ERP-POS
ERP-POS
ERP-PON Gather details about Configuration decisions
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-REC Data set finalization for Customers
ERP-REC Data set finalization for Open AR transactions
ERP-AVC Data set finalization of collection preferences
ERP-AVC Data set finalization for dunning letters
ERP-AVC Data set finalization for strategies
ERP-ASM Data set finalization for assets
ERP-PAY Data set finalization for suppliers
ERP-PAY Data set finalization for Open Invoices
ERP-PAY Payment Format
HCM-ABS Absence Types and Plans
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS Personalisations
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR Enterprise Structures
CoreHR
CoreHR
CoreHR
CoreHR Personalisations
CoreHR
CoreHR
CoreHR
Generic
Generic 2.7 Baseline Cloud Adoption Strategy Definitions
Generic
Generic
Generic
Generic
Generic
Generic Planning
Generic YES
Generic YES
Generic YES
Generic Training
Generic YES
Generic Closure
Generic
Generic
Generic
Generic YES
Generic YES
Generic YES
Generic YES
Complete
No
Plans Combined No
Architecture Combined No
No
Resource Profile (Oracle) Produced No
Resource Profile (Customer) Produced No
Project Start Date Agreed No
Project End Date Agreed No
Plan Finalised No
Resources Booked No
Customer Resources Mobilised No
No
Project Vision, Name, Branding Confirmed No
Office Space/Location Organised No
Location Address Communicated No
No
Project Scope Confirmed No
Kick-Of Material Prepared No
Kick-Of Meeting Delivered No
Kick-of Meeting Attended by Team No
No
Project Scope Signed Of No
Project Timelines Signed Of No
No
Ensure On-boarding slides included in deck No
No
Ensure all On-boarding stakeholders will be represented at kick of meeting No
No
Ensure Recruit slides included in deck No
No
Ensure all Recruit stakeholders will be represented at kick of meeting No
No
EnsureTalent Review slides inc. in deck No
No
Ensure all Talent Review stakeholders will be represented at kick of meeting No
No
Ensure Succession Management slides inc. in deck No
No
Ensure all Succession Management stakeholders will be represented at kick of meeting No
No
Ensure Profile Management slides inc. in deck No
No
Ensure all Profile Management stakeholders will be represented at kick of meeting No
No
Ensure Performance Management slides inc. in deck No
No
Ensure all Performance Management stakeholders will be represented at kick of meeting No
No
Ensure Goal Management slides inc. in deck No
No
Ensure all Goal Management stakeholders will be represented at kick of meeting No
No
Ensure Workforce Rewards slides inc. in deck No
No
Ensure all Workforce Rewards stakeholders will be represented at kick of meeting No
No
Ensure Career Development slides inc. in deck No
No
Ensure all Career Development stakeholders will be represented at kick of meeting No
No
Ensure Benefits slides inc. in deck No
No
Ensure all Benefits stakeholders will be represented at kick of meeting No
No
Confirm scope of Travel Interface No
Confirm Scope for Credit Card Interface No
Confirm the finance/payroll system where expenses/advances are to be paid from No
Confirm the list of Current Policies on Expenses No
Understand Complexity of Policies No
Confirm Role of Auditor in current processes and what is the future role expected No
Confirm existing Approval Mechanisms and complexity of the Approval routing No
Approvals for Expense reports No
Country specific needs on Policy or Auditing Rules No
How ready the customer is for Usage of Mobile Expenses No
Reimbursement in cloud Payables or external finance system No
Confirm capturing of any Project based expenses No
Confirm Receipt acceptance Policies (No imaging is in scope) No
No
Ensure Absence slides inc. in deck No
No

Ensure all Absence stakeholders will be represented at kick of meeting No


No
Ensure Core HR slides inc. in deck No
No
Ensure all Core HR stakeholders will be represented at kick of meeting No
No
No
Initial Demonstration Environment Provisioned No
Scope and Business Drivers Analysed No
User Journey prepared No
Material for Initial Process Playback Prepared No
Environment for Initial Process Playback Prepared No
Workshops No
Timetables Arranged No
Attendees Invited No
Demonstration Workshops Completed No
Demonstration Workshops Attended No
No
Potential Configuration Issues Captured No
Potential Integration Issues Captured No
Potential Data Issues Captured No
Potential Security Issues Captured No
Workshop Output Analysed No
Stakeholder Alignment Initiated No
ractice Documented No
No
No
No
No
and RMA receipt No
No
No
No
No
No
No
No
No
No
ems, Item Categories/Catalog, Item Templates, Status, Types, Attribute controls No
No
No
No
No
Supply Chain Financial Orchestration No
Landed Cost Management No
Consigned Inventory No
PIM/Product Hub No
BIP report layout changes (eg: Pick Slip) No
pes (PTO, ATO, Hybrid) No
Fulfillment Methods No
No
No
No
tructure and guided selling rules No
Management No
Business Units / Legal Entities /Inventory Organizations / Manufacturing Units No
ulfillment Process No
Diferent Order Capturing System No
Order Orchestration Process No
Entering Order Returns No
Pricing Strategy No
Monitoring Sales Order No
Change Order Process No
Exception Management No
Global Order Promising (Sourcing Rule/ATP) No
No
Identify pre-hire workflows No
Identify new-hire workflows No
Identify e-ofer workflows No
No
Identify talent review templates No
Identify talent review meetings No
Identify the actors and tasks that should be part of the talent review process No
No
Identify initial business pain points on User Journey No
No
Identify succession plans No
Identify talent pools No
Identify the actors and tasks that should be part of the succession process No
No
Identify initial business pain points on User Journey No
No
Identify Content types No
Identify content items No
Identify rating models No
Identify the actors and tasks that should be part of the profile process No
Identify approval requirements No
No
Identify initial business pain points on User Journey No
No
Identify performance evaluation cycles No
Identify performance evaluation eligibility No
Identify the actors and tasks that should be part of the evaluation process No
Identify approval requirements No
No
Identify initial business pain points on User Journey No
No
Identify review cycles No
Identify goal eligibility No
Identify the actors and tasks that should be part of the goal setting process No
Identify approval requirements No
No
Identify initial business pain points on User Journey No
No
Identify Individual Compensation Plans No
Identify Workforce Compensation Plans No
Hierarchy No
Eligibility No
Processing rules No
Change Statements No
Identify Budget processing No
Identify Total Compensation Statement requirements No
Security Roles No
No
Identify initial business pain points on User Journey No
Identify initial country specific needs on User Journey No
No
Identify goals for library No
Identify goal eligibility No
Identify the actors and tasks that should be part of the development process No
Identify approval requirements No
No
Identify initial business pain points on User Journey No
No
Identify Benefit Plans and Programs No
Identify Eligibility and Processing rules No
No
Identify initial business pain points on User Journey No
Identify initial country specific needs on User Journey No
odel for Procurement No
age Negotiations and agreements centrally No
nage procure to pay process centrally No
No
No
nning required? No
No
No
No
odel for Procurement No
ined at corporate level No
ts module implementation in co existence with other ERP No
ts module co existence with EBS No
w are order and agreements integrated with purchasing system No
pplier, Item and Purchasing category reference data No
No
Understand the approval requirements from buying organization No
No
Would the supplier be authoring local catalog ? No
e through supplier portal ? No
No
tion styles used: RFI, RFQ and Auction No
uating supplier response for technical and commercial responses separately? No
n manual or using the predefined negotiation templates No
No
approval before publishing? No
e buyer organization functional currency or he is allowed to respond in other currency No
ition cost of acquisition of goods & services through cost factors No
sent for approval before creating order No
usion projects No
No
How are supplier invited for sourcing events. All registered suppliers or invited suppliers only No
Does new suppliers invited during sourcing event No
No
No
No
Cloud implemented ? No
No
m Project Contracts & Billing Cloud ? No
CPQ Cloud ? No
No
Existing Revenue Recognition Practices No
Existing Project Billing Practices No
Accounting Requirement for billing and revenue recognition No
Sample project invoice for invoice printing No
No
No
Existing Project Management Practices. No
Project Management related reporting information. No
Sample Project Plan & Scheduling Data, Work Plan Template. No
No
Analyze current project plan templates No
No
No
No
No
No
No
No
General Ledger is implemented No
Payables/Projects or both are implemented? No
Assets to be created from Payables/Projects ? No
Procurement is implemented? No
Asset Tax book required as per tax laws of the country? No
No
Existing Reconciliation Practices No
Bank statement Import requirements Samples, possibility of Oracle specified formats No
Existing Cash Forecast practices No
No
Analyzing Bank Statement Samples, Formats No
Analyzing Customer Forecast Requirements No
Update Questionnaire No
No
Expense Report Creation; Approvals; Audit; Reimbursement in cloud Payables No
Cash Advance Creation; Approval, Audit; Payment No
Travel Integration, Trip Creation; Inclusion to Expense report No
Credit Card Upload, Match Credit card Transactions to Expenses, Payments to Credit Card Issuer No
No
Project Based Expense Reports; Reimbursement and transferring the expenses to Project Costin No
Expense Report Creation; Approvals; Audit; Reimbursement in external finance system No
No
General Ledger is implemented No
Expenses is implemented? No
Assets being created from Payables? No
Procurement is implemented? No
Invoice imaging process required? No
Tax to apply on transactions automatically? No
No
Existing Budgeting Practices. No
Budget related reporting information. No
Forecast Practices and processes in organization. No
Sample project budget , forecasts. No
No
Analyse current project budget templates. No
Analyse project forecast templates. No
No
Identify absence types No
Identify statutory and regulatory requirements for leaves/absences No
Identify approval requirements No
Identify Accrual, Proration, Carryover requirements for leaves/absences No
No
Identify initial business pain points on User Journey No
Identify initial mandatory or legal needs on User Journey No
Identify initial country specific needs on User Journey No
No
Identify corporate structure No
Identify potential business units No
Identify worker types and any resulting diferentials to HR processing No
No
Identify initial business pain points on User Journey No
Identify initial mandatory or legal needs on User Journey No
Identify initial country specific needs on User Journey No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
ns (10 models, 2 OP class & 5 OP items are in scope) No
No
No
No
No
No
Diferent Order Fulfillment Methods No
Additional order constraints required No
Order Hold Scenarios No
Identify Change Order initiating Attributes No
Pricing Strategy & Pricing Rule No
Price List and discounts No
Order Confirmation Layout and communication method No
Sourcing Rule/ATP) No
ting this Task No
will be evaluated via Change Request Process. No
No
Validate need No
Estimate efort & cost No
No
Validate need No
Estimate efort & cost No
No
ID initial legal or mandatory requirement No
DFFs requested vs possible No
Estimate efort & cost No
No
Analyse requests vs possible No
Estimate efort & cost No
No
Validate need No
Estimate efort & cost No
No
ID initial legal or mandatory requirement No
DFFs requested vs possible No
Estimate efort & cost No
No
Analyse requests vs possible No
Estimate efort & cost No
No
Validate need No
Estimate efort & cost No
No
ID initial legal or mandatory requirement No
DFFs requested vs possible No
Estimate efort & cost No
No
Analyse requests vs possible No
Estimate efort & cost No
No
Validate need No
Estimate efort & cost No
No
ID initial legal or mandatory requirement No
DFFs requested vs possible No
User defined tables No
Estimate efort & cost No
No
Analyse requests vs possible No
Estimate efort & cost No
No
Validate need No
Estimate efort & cost No
No
ID initial mandatory requirement No
DFFs requested vs possible No
Estimate efort & cost No
No
Analyse requests vs possible No
Estimate efort & cost No
No
Validate need No
Estimate efort & cost No
No
ID initial legal or mandatory requirement No
DFFs requested vs possible No
User defined tables No
Estimate efort & cost No
No
Analyse requests vs possible No
Estimate efort & cost No
No
Validate need No
Estimate efort & cost No
ation based on purchase category and other attributes? No
No
No
ng from OM,MFG,INV by supply orchestration (ASL and Sourcing) No
pay process No
No
No
No
e authoring and upload No
No
No
No
Approval Rule Configuration for Prospective Supplier Registration No
tion chnages No
Negotiation approvals No
Award approvals No
Cost factors No
Requirement list (header and line level)for capturing supplier responses and evaluation No
Negotiation templates No
No
Generic List) No
No
Generic List) No
No
No
ID initial legal or mandatory requirement No
DFFs requested vs possible No
Estimate efort & cost No
No
Analyse requests vs possible No
Estimate efort & cost No
No
Validate need No
Estimate efort & cost No
No
ID initial legal or mandatory requirement No
DFFs requested vs possible No
Estimate efort & cost No
No
Analyse requests vs possible No
Estimate efort & cost No
No
Validate need No
No
No
s Prioritised No
No
No
No
No
No
No
Items No
Inventory Transactions No
ce File Based Data Imports: No
Blanket Purchase Agreements Import No
Contract Purchase Agreements Import No
Import Supplier Site Assignments No
Purchase Orders Import No
Requisitions Import No
Suppliers Import No
Supplier Addresses Import No
Supplier Business Classifications Import No
Supplier Contacts Import No
Supplier Products and Services Categories Import No
Supplier Sites Import No
No
Supplier Addresses Import No
Supplier Business Classifications Import No
Supplier Contacts Import No
Supplier Products and Services Categories Import No
Supplier Sites Import No
Import Supplier Site Assignments No
No
ronic signature No
ntegration to purchasing system No
BIP report No
SOAP Service No
No
Suppliers Import No
Supplier Addresses Import No
Supplier Business Classifications Import No
Supplier Contacts Import No
Supplier Products and Services Categories Import No
Supplier Sites Import No
Import Supplier Site Assignments No
Items and categories No
Negotiation Import No
Exporting the award outcome for order creation No
No
Autoinvoice (OM/Projects Contracts & Billing/CPQ) No
Autoinvoice (FBDI) No
No
Mass Additions (Payables/Projects) No
Mass Additions (Spreadsheet/FBDI) No
No
Finalize Bank Statement Import Requirements No
ded by Cloud (included in scope of Base Estimate) No
Integration with Payables cloud; No
Integration with HCM cloud (on same GSI) No
ded by Cloud (not in scope of Base Estimate) No
Integration with Travel site; No
Integration with Mobile Expenses; No
Integration with Credit Card Issuers Servers; No
Integration with Project Costing / Project Expenses No
Integration with Imaging Server No
e of Base Estimate) No
Integrations with Third party HR tool for employee sync up No
Integration with External Finance System; No
No
Payables invoice import No
No
No
No
No
No
Customer Data Defined No
Customer Data Mapped to Upload Structures No
No
No
No
Upload/Import Items No
Upload Item Categories No
Items On-hand Quantity No
Standard Cost import No
File Based Data Import(FBDI) No
Open Sales Order No
Price Lists No
ting this Task No
No
Open Purchase Orders No
Open Blanket Purchase Agreements No
Open Contract Purchase Agreements No
Open Requisitions No
No
Is this covered in AP? No
No
No
No
Contract header No
Primary party (supplier, customer, or partner) No
Contract owners No
Primary party contacts No
Primary contract document and attachments No
No
Supplier data migration No
Item and category No
No
Customer, Customer Sites, Contacts No
Open AR transactions data No
No
Prepare the Customer, Customer Sites, Contacts and open AR transactions data No
Cleansing of data No
Reconcile the data loaded No
No
No
Assets data from the legacy system No
No
Prepare the Assets data. No
Cleansing of data No
Reconcile the data loaded No
No
Supplier, Site, Contacts, bank accounts No
Payables invoice import No
No
Prepare the Supplier, Site, Contacts, Bank accounts and usages data. No
De-duplicate the data No
Cleansing of data No
Reconcile data loaded No
No
on decisions No
Key Decisions to Date Collated No
Impact Assessments of Key Decisions Confirmed No
Key Decisions Confirmed and Signed Of No
Foundation Design Document Completed No
Foundation Design Document Signed Of No
Change Request Docs Completed No
Confirm Environment Requirements No
No
No
No
equirements No
No
edger Accounting requirements No
No
Serial/Grade No
ope after validation of business requirements No
No
ber Generation No
tion Class and Options No
No
No
No
No
No
Order Capturing No
Orchestration Process No
Change Order Process No
Pricing No
Exception (Holds/Jeopardy Management) No
Security Roles No
Sourcing Rule /ATP No
No
Open Sales Order No
Price List No
No
No
Order Confirmation lay-out to Include Logo No
No
No
Confirm career sections No
Confirm workflows No
Confirm Ofer Templates No
No
Confirm Talent Review Templates No
Confirm Talent review meetings No
Confirm the actors and tasks that should be part of the talent review process No
No
Confirm initial CFG to be used to deliver business specific needs No
No
Confirm Succession Plans No
Confirm Talent Pools No
Confirm the actors and tasks that should be part of the succession process No
No
Confirm initial CFG to be used to deliver business specific needs No
No
Confirm content types No
Confirm content items No
Confirm rating models No
Confirm the actors and tasks that should be part of the profile process No
Confirm approval requirements No
No
Confirm initial CFG to be used to deliver business specific needs No
No
Confirm performance evaluation cycles No
Confirm performance evaluation eligibility No
Confirm the actors and tasks that should be part of the evaluation process No
Confirm approval requirements No
No
Confirm initial CFG to be used to deliver business specific needs No
No
Confirm review cycles No
Confirm goal eligibility No
Confirm the actors and tasks that should be part of the goal setting process No
Confirm approval requirements No
No
Confirm initial CFG to be used to deliver business specific needs No
No
Confirm Individual Compensation Plans No
Confirm Workforce Compensation Plans No
Hierarchy No
Eligibility No
Processing rules No
Change Statements No
Confirm Budget processing No
Confirm Total Compensation Statement requirements No
Confirm Security Roles No
No
Confirm initial CFG to be used to deliver country specific needs No
Confirm initial CFG to be used to deliver business specific needs No
No
Confirm goals for library No
Confirm goal eligibility No
Confirm the actors and tasks that should be part of the development process No
Confirm approval requirements No
No
Confirm initial CFG to be used to deliver business specific needs No
No
Confirm Benefit Plans and Programs No
Confirm Eligibility and Processing rules No
No
Confirm initial CFG to be used to deliver country specific needs No
Confirm initial CFG to be used to deliver business specific needs No
No
No
ng generation and defaulting No
No
No
No
requirements No
nication to supplier No
No
ation requirements (contract fulfillment) No
n a co existence scenario No
ronic signature No
No
No
ses that will be done through Supplier Portal No
Supplier Self Registration No
Supplier Profile Administration No
PO Communication and Acknowledgement No
Supplier Catalog Authoring No
Review Consumption Advice, Consigned Stock and Consigned Inventory transactions No
Create ASN and Invoice No
tion decisions No
Identify the negotiation styles No
Identify the list of all cost factors No
Identify the approval requirements No
Identify existing supplier volume, supplier registration process No
Identify the supplier master maintenance system No
Identify the integration requirements No
No
AR transactions No
on preferences No
No
No
No
No
No
No
No
Confirm absence types and plans No
Confirm approval rules No
Confirm absence processing rules like enrolment, accrual, proration, carry over etc. No
No
Confirm initial CFG to be used to deliver mandatory or legal requirements No
Confirm initial CFG to be used to deliver country specific needs No
Confirm initial CFG to be used to deliver business specific needs No
No
Confirm corporate structure No
Confirm business units No
Confirm worker types and any resulting diferentials to HR processing No
No
Confirm initial CFG to be used to deliver mandatory or legal requirements No
Confirm initial CFG to be used to deliver country specific needs No
Confirm initial CFG to be used to deliver business specific needs No
No
No
Business Impact Report Draft Completed No
Oracle Cloud Adoption Strategy Defined and Documented No
Training Strategy Defined and Documented No
Communications Strategy Defined and Documented No
User Support Strategy Defined and Documented No
No
Initial Communications Plan Created No
Validation Plan Created No
Security Plan Created No
No
Project Team is trained No
No
High Level Org Impacts Collated and Confirmed No
Communications Briefing Prepared No
Communications Briefing Completed No
Strategies Communicated No
Planning Communicated No
Status Communicated No
Transition Communicated No
No
Solution Activity Milestone
Generic 3.1 Kick-Start Refine Stage
Generic
Generic
Generic
Generic YES
Generic
Generic
Generic YES
Generic
HCM-ONB
HCM-ONB
HCM-ONB
HCM-ONB
HCM-ONB
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN

ERP-PUR
ERP-PRC
ERP-PRC
ERP-POS
ERP-PON
ERP-PON
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 3.2 Assemble solution
Generic YES
Generic
Generic
Generic
Generic
Generic
Generic YES
Generic
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-L
ERP-INV-L
ERP-INV-L
ERP-INV-L
ERP-INV-L
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
HCM-ONB
HCM-ONB
HCM-ONB
HCM-ONB
HCM-ONB
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN

ERP-PUR
ERP-PRC
ERP-POS
ERP-POS
ERP-POS
ERP-POS
ERP-REC
ERP-REC
ERP-REC
ERP-REC
ERP-REC
ERP-REC
ERP-REC
ERP-REC
ERP-REC
ERP-REC
ERP-REC
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 3.3 Update configuration document YES
Generic YES
Generic
ERP-INV-O
ERP-INV-L
ERP-INV-C
ERP-INV
ERP-OM-C
ERP-OM-C
ERP-OM
ERP-OM
ERP-OM
HCM-ONB
HCM-ONB
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-COMP
HCM-COMP
HCM-COMP
HCM-CAR
HCM-CAR
HCM-BEN
HCM-BEN
ERP-PUR

ERP-PUR
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 3.4 Update Process Flows
Generic YES
Generic
ERP-INV
ERP-OM
ERP-OM
HCM-ONB
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-CAR
HCM-CAR
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
ERP-PRC

ERP-PRC
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 3.5 Update Standard Use Cases
Generic YES
Generic
ERP-INV
ERP-OM-C
ERP-OM
HCM-ONB
HCM-ONB
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-CAR
HCM-CAR
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 3.6 Prepare for Process Playback
Generic
Generic YES
Generic
Generic YES
Generic YES
Generic
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-OM
HCM-ONB
HCM-ONB
HCM-ONB
HCM-TAL
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN

ERP-PUR

ERP-PRC
ERP-REC
ERP-REC
ERP-PPM
ERP-PPM
ERP-PPM
ERP-PPM
ERP-PPM
ERP-PPM
ERP-PPM
ERP-PPM
ERP-PPM
ERP-PPM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-ASM
ERP-CM
ERP-CM
ERP-CM
ERP-CM
ERP-CM
ERP-CM
ERP-CM
ERP-CM
ERP-PCL
ERP-PCL
ERP-PCL
ERP-PCL
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 3.7 Run Process Playback
Generic
Generic
Generic
Generic YES
Generic
Generic
Generic
Generic
Generic
Generic YES
Generic
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-O
ERP-INV-L
ERP-INV-L
ERP-INV-L
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-OM-C
ERP-OM
HCM-ONB
HCM-ONB
HCM-ONB
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN

ERP-PUR

ERP-PRC
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 3.8 Assess business impacts and support adop
Generic
Generic
Generic
Generic YES
Generic
Generic
Generic
Generic
Generic
ERP-INV
ERP-OM-C
ERP-OM

ERP-PUR

ERP-PRC
Generic
Generic 3.9 Finalise Configuration decisions
Generic
Generic
Generic
Generic YES
Generic
Generic YES
Generic YES
ERP-INV-L
ERP-INV-L
ERP-INV-L
ERP-INV-L
ERP-INV-L
ERP-INV-C
ERP-INV-C
ERP-INV-C
ERP-INV-C
ERP-INV-C
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PUR
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PRC
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
ERP-PON
Generic
Generic 3.10 Finalise Integration Build
Generic
Generic
Generic
Generic YES
Generic
Generic YES
Generic YES
ERP-OM-C

ERP-PUR
ERP-PUR
ERP-PUR
ERP-ASM
Generic
Generic 3.11 Finalise Data Build
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic YES
Generic
Generic YES
Generic YES
ERP-INV
ERP-INV
ERP-INV
ERP-INV
ERP-OM-C
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-PUR
ERP-PUR
ERP-PUR
ERP-REC
ERP-REC
ERP-REC
ERP-ASM
Generic
Generic 3.12 Develop Training Plan /materials
Generic
Generic
Generic
Generic
Generic
Generic
Generic YES
Generic
ERP-OM-C
Generic 3.13 Deliver Comms Plan/materials YES
Generic YES
Generic
Generic
Generic YES
Generic YES
Generic
Generic 3.14 Prep: System Transition, Cut-over , Support
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic YES
Generic YES
Generic
Generic
Generic
Generic
Generic YES
Generic
Generic YES
Generic YES
ERP-PRB
ERP-PRB
ERP-PPM
ERP-PPM
ERP-PPM
ERP-CM
ERP-CM
ERP-CM
Generic
Generic 3.15 Prep: Business Transition
Generic
Generic
Generic
Generic
Generic 3.16 Model Final Build
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
HCM-ONB
HCM-ONB
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 3.17 Final Validation and Sign-of
Generic
Generic
Generic
Generic
Generic YES
Generic
Generic
Generic
Checklist
Kick-Of and Prepare for Refine Stage
No. of Process Playback Iterations Confirmed
Documentation from Focus Stage Collated
Project Plan for Refine Stage Confirmed
Refine Phase Kicked-of
Project Plan for Refine Stage Communicated
Questionnaires Delivered
Questionnaires Completed

Review Workflows
Pre-hire
New-hire
E-ofer
Confirm initial configuration for delivered processes
Review Succession Management
Review & confirm/amend talent review templates
Review & confirm/amend talent review meetings
Review & confirm/amend the actors and tasks that are part of the talent review
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Review Succession Management
Review & confirm/amend succession plans
Review & confirm/amend talent pools
Review & confirm/amend the actors and tasks that are part of the succession
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Review Profile Management
Review & confirm/amend content types
Review & confirm/amend content items
Review & confirm/amend rating models
Review & confirm/amend the actors and tasks that are part of the profile proc
Review & confirm/amend approval requirements
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Review Performance Management
Review & confirm/amend performance evaluation cycles
Review & confirm/amend performance evaluation eligibility
Review & confirm/amend the actors and tasks that are part of the evaluation p
Review & confirm/amend approval requirements
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Review Goal Management
Review & confirm/amend review cycles
Review & confirm/amend goal eligibility
Review & confirm/amend the actors and tasks that are part of the goal setting
Review & confirm/amend approval requirements
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Review Workforce Rewards
Review & confirm/amend Individual Compensation Plans
Review & confirm/amend Workforce Compensation Plans
Hierarchy
Eligibility
Processing rules
Change Statements
Review & confirm/amend Total Compensation Statement requirements
Review & confirm/amend Security Roles
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Review Career Management
Review & confirm/amend goals in library
Review & confirm/amend goal eligibility
Review & confirm/amend the actors and tasks that are part of the developmen
Review & confirm/amend approval requirements
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Review Workforce Rewards
Review & confirm/amend Benefit Plans and Programs
Review & confirm/amend Eligibility and Processing rules
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Refer variables impacting this task
Send procurement contract questionnaire
Send GL questionnaire
Review Supplier Portal Questionnaire and collect necessary data
Finalize basic financial information to setup ledger and chart of accounts ( for sourcing standalone)

Review Absence Types and Plans


Review & confirm/amend absence types and plans
Review & confirm/amend statutory and regulatory requirements
Review & confirm/amend approval requirements
Review & confirm/amend Accrual, Proration, Carryover requirements
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes
Review Enterprise Structures
Review & confirm/amend organisation structure
Review & confirm/amend business units
Review & confirm/amend worker types and process diferentials
Review personalisations
Review & confirm/amend initial configuration proposed
Confirm initial configuration for delivered processes

Configuration Build Documentation Collated


Completed Questionnaire Sent to Configuration Team
Build Cloud Solution
Solution Configured
Integrations Built
Data Migrations Built
Build Completion Confirmed
System ready for Customer Playback

Picking Rules
Pick slip grouping rules
Pick wave release rules
Shipping parameters
Shipping document sequences
Ship Confirm Rule
Dropship financial route (SFO)
Costing SLA for DCOGS/COGS
Charge Names
Routes
Reference Types
Trade Operation Template
Costing SLA for landed cost related events
Inventory Configuration Checklist
Enterprise Structure
Account Alias and Stock Locator KFF
Subinventory and Stock Locators
Catalog, Item Type, Item Status, Item Template, Attribute controls and UOM
Receiving Parameters, Interorg Parameters
Pre-requisite configuration for Cycle counting
Account Aliases and Transaction types/Transaction Reasons
Configuration of Supply chain Financial Orchestration
Cost Organization, Cost book and Cost Policies
Costing SLA
Data Loads
Item Categories
Items
On hand quantity
Standard Cost
Manage Default Item Class
Define Configured Item Number Generation
Define Model, Option Class and Options -10 models, 2 OP class & 5 OP items
Define Model Item Structure
Import / Refresh Product Management Data
Manage Configurator Modelling
Create Workspace
Add Workspace Participants - Models, Item Snapshot
Manage Supplemental Structure
Manage Rules
Manage User Interface
Test Model UI and behaviour
Release Workspace to production
Order Management Configuration Check list
Enterprise Structure
Order Capturing related configurations
Change Order Process
Pricing
Exception (Holds/Jeopardy Management)
Global Order Promising (Sourcing Rule/ATP)
Data Load
Open Sales Order
Price List
Sourcing Rule Assignments
ATP Rule Assignments
Technical
Order Confirmation lay-out to Include Logo
Also Refer the variables impacting this Task
Review Workflows
Pre-hire
New-hire
E-ofer
Confirm initial configuration for delivered processes
Talent Review Management
Re confirm talent review templates
Re confirm talent review meetings
Re confirm the actors and tasks that should be part of the talent review proces
Confirm configuration for delivered processes
Succession Management
Re confirm succession plans
Re confirm talent pools
Re confirm the actors and tasks that should be part of the succession process
Re confirm approval requirements
Personalisations
Re confirm CFG used to deliver business specific needs
Profile Management
Re confirm content types
Re confirm content items
Re confirm rating models
Re confirm the actors and tasks that should be part of the profile process
Re confirm approval requirements
Personalisations
Re confirm CFG used to deliver business specific needs
Confirm configuration for delivered processes
Performance Management
Re confirm performance evaluation cycles
Re confirm performance evaluation eligibility
Re confirm the actors and tasks that should be part of the performance proces
Re confirm approval requirements
Personalisations
Re confirm CFG used to deliver business specific needs
Confirm configuration for delivered processes
Performance Management
Re confirm review cycles
Re confirm goal eligibility
Re confirm the actors and tasks that should be part of the development proces
Re confirm approval requirements
Personalisations
Re confirm CFG used to deliver business specific needs
Confirm configuration for delivered processes
Workforce Rewards
Re confirm Individual Compensation Plans
Re confirm Workforce Compensation Plans
Hierarchy
Eligibility
Processing rules
Change Statements
Re confirm Budget processing
Re confirm Total Compensation Statement requirements
Re confirm Security Roles
Personalisations
Re confirm CFG used to deliver country specific needs
Re confirm CFG used to deliver business specific needs
Performance Management
Re confirm goals for library
Re confirm goal eligibility
Re confirm the actors and tasks that should be part of the development proces
Re confirm approval requirements
Personalisations
Re confirm CFG used to deliver business specific needs
Confirm configuration for delivered processes
Workforce Rewards
Re confirm Benefit Plans and Programs
Re confirm Eligibility and Processing rules
Personalisations
Re confirm CFG used to deliver country specific needs
Re confirm CFG used to deliver business
Refer variables impacting this task
Configuration of contract clauses and contracts terms templates
Manage Supplier Users
Supplier User creation
Supplier User Role Provisioning
Configure Supplier Registration
Standard processes covered:
Manually create a Customer
Upload the Customers via Spreadsheet UI
Create Receivables transactions ( Invoice, Credit Memo, Debit Memo)
Print Receivables Transactions
Review the Customer Account Balances.
Create Customer Receipts and apply it against open Receivables transactions
Issue Customer Refund.
Create Receipts in Spreadsheet and post the Receipt batch.
Create Accounting in Receivables and transfer and post the accounting to GL.
Run Receivables to Ledger Reconciliation Report
Absence Types and Plans
Re confirm absence types and plans
Re confirm business units
Re confirm worker types and any resulting diferentials to HR processing
Personalisations
Re confirm CFG used to deliver mandatory or legal requirements
Re confirm CFG used to deliver country specific needs
Re confirm CFG used to deliver business specific needs
Confirm configuration for delivered processes
Enterprise Structures
Re confirm corporate structure
Re confirm business units
Re confirm worker types and any resulting diferentials to HR processing
Personalisations
Re confirm CFG used to deliver mandatory or legal requirements
Re confirm CFG used to deliver country specific needs
Re confirm CFG used to deliver business specific needs
Confirm configuration for delivered processes

Configuration Documentation Updated


Documentation is Complete

Baseline configuration document for playback


Baseline configuration document for playback
Baseline configuration document for playback
Baseline configuration document for playback
Baseline configuration document for playback
Configuration Document work book Review by Oracle architect
Baseline configuration document for playback
Configuration Document work book Review by Oracle architect
Refer variables impacting this task
Update configuration workbooks
Workflows
Update configuration workbooks
Talent Review
Update configuration workbooks
Succession Management
Update configuration workbooks
Profile Management
Update configuration workbooks
Performance Management
Update configuration workbooks
Goal Management
Update configuration workbooks
Compensation
Security
Update configuration workbooks
Career Development
Update configuration workbooks
Benefits
Baseline configuration document for playback
Refer variables impacting this task
Update configuration workbooks
Absence
Workflow
Update configuration workbooks
Core HR
Workflow
Security
Process Flows Updated
Process Documents Complete

Process flow document for Inventory and Costing


Process Flow Document for Order Management
Refer variables impacting this task
Updates to workflows
Updates to process caused by:
Business specific needs
Updates to process caused by:
Business specific needs
Updates to process caused by:
Business specific needs
Updates to process caused by:
Diferent performance evaluations and any resulting diferentials to their proce
Business specific needs
Updates to process caused by:
Business specific needs
Updates to process caused by:
Diferent compensation plans and any resulting diferentials to their processing
Country specific needs
Business specific needs
Updates to process caused by:
Business specific needs
Updates to process caused by:
Diferent Benefit Plans and Programs any resulting diferentials to their process
Country specific needs
Business specific needs
Baseline configuration document for playback
Refer variables impacting this task
Updates to process caused by:
Diferent absence types and any resulting diferentials to their processing
Statutory or regulatory requirements
Country specific needs
Business specific needs
Updates to process caused by:
Diferent worker types and any resulting diferentials to HR processing
Mandatory or legal requirements
Country specific needs
Business specific needs

Use Cases Updated


Use Case Documentation Complete
Standard use case for Inventory and Costing
Update Process Flow Document for configurator
Refer variables impacting this task
Updates to User Journeys/use cases caused by:
Diferent workflows
Updates to User Journeys/use cases caused by:
Business specific needs
Updates to User Journeys/use cases caused by:
Business specific needs
Updates to User Journeys/use cases caused by:
Business specific needs
Updates to User Journeys/use cases caused by:
Diferent performance evaluations and any resulting diferentials to their proce
Business specific needs
Updates to User Journeys/use cases caused by:
Business specific needs
Updates to User Journeys/use cases caused by:
Business specific needs
Updates to User Journeys/use cases caused by:
Workforce Rewards
Diferent compensation plans and any resulting diferentials to their processing
Country specific needs
Business specific needs
Security needs
Updates to User Journeys/use cases caused by:
Diferent Benefit Plans and Programs and any resulting diferentials to their pro
Country specific needs
Business specific needs
Updates to User Journeys/use cases caused by:
Absence Types and Plans
Diferent absence types and any resulting diferentials to their processing
Statutory or regulatory requirements
Country specific needs
Business specific needs
Security needs
Updates to User Journeys/use cases caused by:
Enterprise structures
Diferent worker types and any resulting diferentials to HR processing
Mandatory or legal requirements
Country specific needs
Business specific needs
Security needs

Processes for Process Playback Confirmed


Specific Playback Deck Prepared
Playbacks are Complete and Correct
Representative Customer Data Prepared
Representative Customer Data Loaded
Processes and Data are Ready

Item Management
Manage Inventory Transactions
Manage On hand balances
Min Max Planning
Cycle Counting and Physical Inventory
Internal Material Transfer with Intercompany invoicing
Cost Accounting
Refer variables impacting this task
Check finalized User Journey with reference to:
Bespoke workflow
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalized User Journey with reference to:
Processes
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalized User Journey with reference to:
Processes
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalized User Journey with reference to:
Processes
Personalizations
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalized User Journey with reference to:
Processes
Personalizations
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalized User Journey with reference to:
Processes
Personalizations
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalized User Journey with reference to:
Processes
Personalizations
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalized User Journey with reference to:
Processes
Personalizations
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalized User Journey with reference to:
Processes
Personalizations
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Refer variables impacting this task

Refer variables impacting this task


Playback coverage :
Standard Receivables processes
Playback Coverage (Standard)
Define Project and Update Project Attributes
Define Project Plan Tasks and Schedule
Manage Tasks, Schedule, Issues, Deliverables, Change Order
Track Project Progress
Manage Project Performance
Project Collaboration
Manage Work Plan Templates
Manage Team Member Dashboard (Task Mgmt)
Manage My Work Area (Task Mgmt)
Playback coverage (standard FA processes):
Asset addition (Manual/Spreadsheet/Mass additions interface -Payables/Proje
Asset transfers
Asset reclassifications
Asset financial adjustments
Asset Revaluation
Depreciation
Asset Retirement and reinstatement
Depreciation What-If Analysis
FA accounting and review.
Asset reports and reconciliation with GL
Playback Coverage (Standard)
Bank Account creation
Bank Statement Creation
Bank Statement Reconciliation
Cash Transactions
Adhoc Payments
Bank Transfers
Cash Forecasts
Playback Coverage (Standard)
Project Budgeting & Planning process
Project Forecasting Process
Project Earned Value Analytics
Check finalized User Journey with reference to:
Processes
Personalizations
Bespoke workflow
Identify what can be incorporated into the User Journey and what must be demonstrated separately
Check finalised User Journey with reference to:
Processes
Personalisations
Bespoke workflow
Customer security roles
Identify what can be incorporated into the User Journey and what must be demonstrated separately

Organise
Business Process Workshops Planned
Attendees Invited- Resources Booked
Run
Business Process Workshops Complete
Workshop Outputs Recorded
Follow-Up
Workshop Outputs Evaluated
Change needs Documented
Necessary Change Requests Created
User Journey/use Cases Confirmed and Signed Of

Pick Wave
Pick Confirm
Shipment
Advanced Fulfilment
Cost Accounting
LCM Master data Management
Manage Estimated Landed Cost Charges
Manage Actual Landed Cost Charges
Item Management
Manage Inventory Transactions
Manage On hand balances
Min Max Planning
Cycle Counting and Physical Inventory
Internal Material Transfer with Intercompany invoicing
Cost Accounting
Refer variables impacting this task
Refer variables impacting this task
Highlight as user journey progresses:
Workflow
Bespoke workflow demonstrated
Highlight as user journey progresses:
Process diferentials for talent review
Specific business pain points and how they are addressed
Other personalisations made
Highlight as user journey progresses:
Process diferentials for succession process
Specific business pain points and how they are addressed
Highlight as user journey progresses:
Process diferentials by profile
Specific business pain points and how they are addressed
Other personalisations made
Highlight as user journey progresses:
Process diferentials by performance evaluation
Specific business pain points and how they are addressed
Other personalisations made
Highlight as user journey progresses:
Process diferentials for goal setting
Specific business pain points and how they are addressed
Other personalisations made
Highlight as user journey progresses:
Process diferentials by compensation plans
Specific business pain points and how they are addressed
Statutory and regulatory requirements and how they are addressed
Other personalisations made
Highlight as user journey progresses:
Process diferentials for development process
Specific business pain points and how they are addressed
Other personalisations made
Highlight as user journey progresses:
Process diferentials by benefits type
Process diferentials by benefits plan
Specific business pain points and how they are addressed
Statutory and regulatory requirements and how they are addressed
Other personalisations made
Refer variables impacting this task

Refer variables impacting this task


Highlight as user journey progresses:
Process diferentials by absence type
Process diferentials by absence plan
Specific business pain points and how they are addressed
Statutory and regulatory requirements and how they are addressed
Other personalisations made
Workflow
Bespoke workflow demonstrated
Highlight as user journey progresses:
Process diferentials by worker type
Process diferentials by country
Specific business pain points and how they are addressed
Mandatory/legal requirements and how they are addressed
Other personalisations made
Workflow
Bespoke workflow demonstrated
Security
Role diferentials e.g. Centralised HR view vs country specific HR view
Bespoke role diferentials demonstrated

Organise
BIA Workshops Planned
Attendees Invited Resources Booked
Run
BIA Workshops Complete
Follow-Up
Output Analysed and Report Written
Training Plan Prepared
Communication Plan Updated
User Support Plan Prepared
Refer variables impacting this task
Refer variables impacting this task
Refer variables impacting this task
Refer variables impacting this task

Refer variables impacting this task

Confirm Completion
Configuration Documentation Collated
Configuration Decisions Confirmed
Configuration Workbook Finalised
Configuration is completed
Sign of
Configuration Presented to Customer
Configuration Signed-of
Finalize Charge Names
Finalize Reference Types
Finalize Routes
Finalize Trade Operation Templates
Finalize
Finalize Charge Names
Finalize Reference Types
Finalize Routes
Finalize Trade Operation Templates
Finalize
Finalize Inventory Organization Parameters
Finalize Cost Organization ,Cost Policies and Subledger Accounting
Finalize Subinventories and Locators
Finalize Receiving Parameters
Finalize Transaction Types
Finalize Material Status
Finalize Item Templates, Item types and item status
Finalize Attribute Control
Finalize Scheduling Process
Finalize Data Security
Finalize Default Item Class
Finalize Configured Item Number Generation
Finalize additional Model, Option Class and Options
Finalize Model Item Structure
Finalize Configurator Modelling
Finalize Supplemental Structure
Finalize Selling Rules
Order Management Configuration Check list
Enterprise Structure
Order Capturing related configurations
Orchestration Process
Change Order Process
Pricing
Exception (Holds/Jeopardy Management)
Sourcing Rule
ATP Requirements
Finalized enterprise structure for procurement and procurement function
Finalized purchase documents
Finalized change order process
Finalized procurement accounting generation and defaulting
Finalized financial orchestration and intercompany transactions
Finalized approval process
Finalize accrual basis for supplier liability
Finalized Supply orchestration
Finalized PO communication
Finalized enterprise structure for procurement
Finalized global business unit maintaining contract term library
Finalized contract types
Finalized contract fulfillment process
Finalized contract wizard for term selection
Finalized contract template layout
Finalized approval and signature process
Finalize Sourcing configurations
Negotiation types
Sourcing evaluation process
Supplier registration and invitation
Cost factors
Approvals
GL setups
Confirm Completion
Integration Documentation Collated
Integration Decisions Confirmed
Integration Documents Finalised
Integration(s) is/are completed
Sign of
Integration(s) Presented to Customer
Integration(s) Signed Of
Refer variables impacting this task
Refer variables
Requisition FBDI interface working
Purchase Document FBDI interface working
Assets Integration via ADFDI spreadsheet UI / FBDI template

Confirm Data Load Build Completion


Data Migration Documentation Collated
Data Migration Decisions Confirmed
Data Migration Documents Finalised
Customer Data
Customer Data Extracted From Legacy System
Customer Data Transformed
Representative Customer Data Loaded
Data Migration(s) is/are complete
Sign of
Data Migration(s) Presented to Customer
Data Migration(s) Signed Of
Items
Item Categories
On hand quantity
Standard Cost
Refer variables impacting this task
Standard Data Migration using File Based Data Import(FBDI)
Open Sales Order
Price Lists
Also Refer the variables impacting this Task
Open Requisition conversion success
Open PO conversion success
Item and organization assignment data load success
Confirm data mapping for
Customers data
Open AR transactions data
Assets data for migration.

Training Planning
Level & style of training to be delivered confirmed
Detailed Training Plan Created
Standard/Bespoke Training Material developed
Train-the-Trainer Delivery
Training Workshops Organised
Web training deployed to trainers
Train-the-Trainer Workshops Completed

Refer variables impacting this task


Standard Communications Plan Presented
Std Comms Plan Delivered to Customer
Customer Specific Elements Added
Communications Plan Finalised
Communications Target Audience Identified
Communications Plan Circulated

Preparation
Company wide IT and business activities Collated
IT and business activities Assessed
Align IT and business activities with programme
System Transition
Std System Transition Procedure Communicated
System Transition Prepared for
System Transition methodology Confirmed
System Transition Plan Completed/Consolidated
Support Plan Completed/Consolidated
Cut-over
Solution set cut-over plans consolidated
Standard plan with customer communicated
Available dates for cut-over understood
Cut-over plan refined
Resource availability confirmed
Cut-over plan communicated
Support Plan finalised
Include a plan for treatment of
Plan for receivables, revenue and unbilled reconciliation.
Include a plan for treatment of
Open Projects.
Project Enterprise Resources
Include a plan for treatment of bank Statements
Reconciled transactions (part of Open balances) brought to Cloud
Unreconciled Transactions (part of Open Balances) not brought to Cloud.

Existing Plans collated


Business transition planning meeting completed
Business Transition Plan Prepared
Business Transition Plan Signed-of

Initialise
Standard Use Cases Provided to Customer
Build and design decisions collated
Confirm Use case Relevance
Configuration Relevance Confirmed
Integration Relevance Confirmed
Data Migration Relevance Confirmed
Prepare for Validation
Std Use Cases customised where necessary
Validation Walked-Through with cust proj team
Validation team from business Identified
Validation team instructions prepared
Validation team invited

Brief customer team re potential validation scenarios to cover variables specific to scope
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Goal setting
Eligibility
Roles and Process Flows
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Succession Plans
Talent Pools
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Content types
Content items
Rating models
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Performance Evaluations
Eligibility
Roles and Process Flows
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Goal setting
Eligibility
Roles and Process Flows
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Compensation Plans
Approvals
Rules Processing
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Goal Library
Goal Plans
Eligibility
Roles and Process Flows
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Benefits Types
Benefits Plans
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Absence Types
Absence Plans
Approvals
Absence Processing
Brief customer team on potential inclusion of negative scenarios
Brief customer team re potential validation scenarios to cover variables specific to scope such as:
Legal Entities
Countries
Languages
Security Roles
Custom security roles
Brief customer team on potential inclusion of negative scenarios

Validate
Validation Scripts Executed
Build of Solution Confirmed
Integrations Validated
Data Build Validated
Sign Of
Configuration Build Signed of
Integrations Signed of
Data Build Signed of
Complete
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
iew templates No
iew meetings No
s and tasks that are part of the talent review process No
No
figuration proposed No
No
No
No
No
s and tasks that are part of the succession process No
No
figuration proposed No
No
No
No
No
No
s and tasks that are part of the profile process No
requirements No
No
figuration proposed No
No
No
nce evaluation cycles No
nce evaluation eligibility No
s and tasks that are part of the evaluation process No
requirements No
No
figuration proposed No
No
No
No
No
s and tasks that are part of the goal setting process No
requirements No
No
figuration proposed No
No
No
Compensation Plans No
e Compensation Plans No
No
No
No
No
mpensation Statement requirements No
No
No
figuration proposed No
No
No
No
No
s and tasks that are part of the development process No
requirements No
No
figuration proposed No
No
No
ans and Programs No
and Processing rules No
No
figuration proposed No
No

No
No
No
No
ng standalone) No
No
No
ypes and plans No
and regulatory requirements No
requirements No
roration, Carryover requirements No
No
figuration proposed No
No
No
on structure No
No
pes and process diferentials No
No
figuration proposed No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
m Template, Attribute controls and UOM No
No
No
es/Transaction Reasons No
cial Orchestration No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
should be part of the talent review process No
No
No
No
No
should be part of the succession process No
No
No
ness specific needs No
No
No
No
No
should be part of the profile process No
No
No
ness specific needs No
No
No
No
No
should be part of the performance process No
No
No
ness specific needs No
No
No
No
No
should be part of the development process No
No
No
ness specific needs No
No
No
No
No
No
No
No
No
No
ement requirements No
No
No
ntry specific needs No
ness specific needs No
No
No
No
should be part of the development process No
No
No
ness specific needs No
No
No
No
No
No
ntry specific needs No
No

No
No
No
No
No
No
No
No
No
voice, Credit Memo, Debit Memo) No
No
No
y it against open Receivables transactions No
No
post the Receipt batch. No
d transfer and post the accounting to GL. No
ation Report No
No
No
No
sulting diferentials to HR processing No
No
ndatory or legal requirements No
ntry specific needs No
ness specific needs No
No
No
No
No
sulting diferentials to HR processing No
No
ndatory or legal requirements No
ntry specific needs No
ness specific needs No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No

No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
nd any resulting diferentials to their processing No
No
No
No
No
ny resulting diferentials to their processing No
No
No
No
No
No
s any resulting diferentials to their processing No
No
No
No

No
No
ulting diferentials to their processing No
No
No
No
No
lting diferentials to HR processing No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
nd any resulting diferentials to their processing No
No
No
No
No
No
No
No
ny resulting diferentials to their processing No
No
No
No
No
s and any resulting diferentials to their processing No
No
No
No
No
ulting diferentials to their processing No
No
No
No
No
No
No
lting diferentials to HR processing No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
rated separately No
No
No
rated separately No
No
No
rated separately No
No
No
No
rated separately No
No
No
No
rated separately No
No
No
No
rated separately No
No
No
No
rated separately No
No
No
No
rated separately No
No
No
No
rated separately No

No

No
No
No
No
No
No
iverables, Change Order No
No
No
No
No
Task Mgmt) No
No
No
t/Mass additions interface -Payables/Projects) No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
rated separately No
No
No
No
No
No
rated separately No
No
No
No
No
No
No
No
No
No
No
No
and Signed Of No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
ow they are addressed No
No
No
No
ow they are addressed No
No
No
ow they are addressed No
No
No
e evaluation No
ow they are addressed No
No
No
No
ow they are addressed No
No
No
No
ow they are addressed No
nts and how they are addressed No
No
No
No
ow they are addressed No
No
No
No
No
ow they are addressed No
nts and how they are addressed No
No

No

No
No
No
No
ow they are addressed No
nts and how they are addressed No
No
No
No
No
No
No
ow they are addressed No
how they are addressed No
No
No
No
No
R view vs country specific HR view No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No

No

No
No
No
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No
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No

No
No
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No
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No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
red confirmed No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
ities Collated No
No
programme No
No
mmunicated No
No
No
Consolidated No
No
No
No
No
No
No
No
No
No
No
nbilled reconciliation. No
No
No
No
No
en balances) brought to Cloud No
Open Balances) not brought to Cloud. No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
t proj team No
No
No
No
No
No
No
cope such as: No
No
No
No
No
cope such as: No
No
No
No
cope such as: No
No
No
No
No
cope such as: No
No
No
No
No
cope such as: No
No
No
No
No
cope such as: No
No
No
No
No
cope such as: No
No
No
No
No
No
cope such as: No
No
No
No
cope such as: No
No
No
No
No
No
cope such as: No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Solution Activity Milestone
Generic 4.1 Deliver Training
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic YES
Generic
Generic
Generic 4.2 Execute Business Transition Plan
Generic
Generic YES
Generic
Generic
Generic 4.3 Cut-over to Production System YES
Generic
Generic
Generic
Generic
Generic
Generic YES
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic
Generic YES
Generic
Generic
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM-C
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
ERP-OM
HCM-ONB
HCM-ONB
HCM-ONB
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-TAL
HCM-SUC
HCM-SUC
HCM-SUC
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PRO
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-PERF
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-GOAL
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-COMP
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-CAR
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
HCM-BEN
ERP-POS
ERP-REC
ERP-REC
ERP-REC
ERP-ASM
ERP-ASM
ERP-PAY
ERP-PAY
ERP-PAY
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
HCM-ABS
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
CoreHR
Generic
Generic 4.4 Go Live YES
Generic
Generic
Generic
Generic
Generic
Generic
Generic 4.5 Hyper Care
Generic YES
Generic YES
Generic YES
Generic YES
Generic
Generic YES
Generic YES
Generic YES
ERP-PAY
Generic
Generic 4.6 Asset Update and Project De-Brief
Generic
Generic
Generic YES
Generic YES
Generic
Generic
Generic
Checklist
Planning

Delivery

Business Transition Plan Initiated


Business Transition Plan Executed
Transition Plan Completed and Signed Of

Preparation

Action

Completion

Manage Default Item Class


Define Configured Item Number Generation
Define Model, Option Class and Options -10 models, 2 OP class & 5 OP items
Define Model Item Structure
Import / Refresh Product Management Data
Manage Configurator Modelling
Create Workspace
Add Workspace Participants - Models, Item Snapshot
Manage Supplemental Structure
Manage Rules
Manage User Interface
Test Model UI and behaviour
Release Workspace to production
Order Management Configuration Check list

Data Load

Technical

Also Refer the variables impacting this Task

Pre-hire Workflow
New-hire Workflow
E-ofer Workflow
Value Sets
Lookups
Descriptive Flexfields
Notifications
Talent Review Dashboard Options
potential Assessment
Review Notes
Lookups
Succession Plans
Talent Pools
Value Sets
Lookups
Descriptive Flexfields
Notifications
Rating Models
Educational Establishments
Profile Content Types
Content Subscribers
Profile Content Items
Profile Types
Instance Qualifiers
Value Sets
Lookups
Descriptive Flexfields
Profile Option Values
Notifications
Performance Roles
Eligibility Profiles
Process Flows
Template Sections
Document Types
Templates
Value Sets
Lookups
Descriptive Flexfields
Profile Option Values
Notifications
Goal Library
Review Periods
Goal Plans
Confirm the following are confirmed as configured

Value Sets
Lookups
Descriptive Flexfields
Feature Choices
Notifications
Goal Library
Benefit lookups
Regulations
Benefit Groups
Benefit Reporting Groups
Benefit Balances
Benefit Organizations
Benefit Carriers
Default Benefit Relationships
Third Party Administrator
Regulatory Bodies
Benefit Providers
Enrollment Action Items
Fast Formulas
Derived Factors
Benefit Service Areas
Eligibility Profiles
Benefit Life Events
Year Periods
Plan Types
Options
Plans
Programs
Elements
Rates
Coverages across plan types
Plan Coverages
Flex Credits Configuration
Plan Type Groups
Enrollment Authorizations
Benefit Self-Service Configuration
Supplier User Management and Role Provisioning
Production configuration
Customers data migration
Open AR transactions data migration
Production configuration
Assets data migration
Payment Format
Open Invoice transactions
Supplier records migration
Absence Configuration
Create PROD users

Manual personalisations in PROD

Go Live

Go-live

Post Go-live

Payment Format support

Preparation

Delivery
Complete
No
Invites managed and sent No
Training materials or access to content organised No
Trainers organised No
Venue arranged No
No
Content deployed No
Attendance Tracked No
Attendees Trained No
Training Evaluated No
No
No
No
No
No
No
No
Cut-over plan Initiated No
Procedure for catch-up data Confirmed/Executed No
Go/No-go Criteria Agreed No
Prod System Build and Availability Confirmed No
End User Logons Created No
No
Legacy Systems Frozen No
Legacy Data Extracted No
Catch-up data Gathered No
Legacy Data Transformed No
Legacy Data Loaded No
Loaded Data Confirmed No
Catch-up data Keyed/Loaded No
End user logons are ready No
No
System is ready No
Data is ready No
Go/No-go decision made No
Final go-live communications prepared No
No
No
No
s -10 models, 2 OP class & 5 OP items No
No
No
No
No
tem Snapshot No
No
No
No
No
No
No
Enterprise Structure No
Order Capturing related configurations No
Change Order Process No
Pricing No
Exception (Holds/Jeopardy Management) No
Sourcing Rule /ATP No
No
Open Sales Order No
Price List No
Sourcing Rule Assignments No
ATP Rule Assignments No
No
Order Confirmation lay-out to Include Logo No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Payroll Legislation No
Element No
Payroll Definition No
Grade Rates No
Grades No
Salary Basis No
Individual Compensation Plans No
Compensation Plans No
Global Settings No
Base Pay Lookups No
Element Classifications No
Grade Rates Lookup Type No
Eligibility Profiles-Participant/Dependent No
Fast Formulas No
Compensation History No
Compensation Items, Categories No
Configure Summary Page No
Approvals No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Eligibility Profiles No
Work Schedule Shift No
Workday Pattern No
Work Schedule No
Manage Messages No
Absence Reasons No
Absence Type No
Absence Plan No
Load Absence Entries No
Load Absence Balance No
No
Request Cloud Ops to switch of email notification for users creat No
Run LDAP No
Create PROD users No
No
Assign User Ids to allow personalisation No
Personalise home page No
No
No
Go/No-go Confirmed as GO No
New' System is now Prod System Confirmed No
End-user Logons Issued No
Productive use of system Started No
Support of new system CSO No
No
No
Issue resolution pathway defined and in place No
Help desk staf trained No
Support network (super users) ready No
Training and system documentation is accessible No
No
Support statistics available No
Customer ready to support system un-aided No
Customer confirmation of BAU Steady State No
No
No
No
Internal Project De-Brief Complete No
Appropriate Project Documentation Collated No
Project Closure Documentation Complete No
No
Project Actuals vs Estimates delivered No
Suggestions to existing TCM+ Assets Updated No
New re-usable documentation/content/ideas submitted No
Enterprise Structure for Order Management
Business Units / Legal Entities /Inventory Organizations / Manufacturing Units
Order Capturing Process and Fulfillment Process
Diferent Order Capturing System
Order Orchestration Process
Entering Order Returns
Pricing Strategy
Monitoring Sales Order
Change Order Process
Exception Management
Global Order Promising (Sourcing Rule/ATP)
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