Finance Modernization with Oracle

Fusion Cloud
Welcome to the Session

Evosys-Gimasys Cloud ERP Shop

Date: 27th August 2015

Content
Who is Gimasys?
About Evosys? Why Evosys?
Implementation Strategy
Implementation Approach for Oracle Cloud Projects Simplyfied!
Cloud References and Case Studies
Package Price

Content
Who is Gimasys
About Evosys? Why Evosys?
Implementation Strategy
Implementation Approach for Oracle Cloud Projects Simplyfied!
Cloud References and Case Studies
Package Price

2013
Sau 10 nm thnh lp, GiMASYS
t khng nh mnh v kh
nng trin khai cc d n ln.
Lc lng nhn s ca GiMASYS
ln mnh khng ngng v cht,
l s tp hp v hi t ca nhiu
chuyn gia t vn gii.
2010

2009
2008

2011

Tr thnh Oracle Cloud Partner

Tr thnh Partner ca Google Enterprice

trong lnh vc Cloud Computing

Tr thnh i tc cung cp o to ca Oracle

Tr thnh i tc vng ca Oracle

Tr thnh Oracle Partner

2007 Thnh lp cng ty thnh vin Sunshine Gimasys - HCM

2005

Cung cp gii php Oracle e-Business Suites

Trin khai sub-contract cho cc i tc trong nc

2004 Thnh lp cng ty Gimasys

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

Gimasys Oracle ERP Cloud Practice

Fusion/Cloud partner with Oracle and leading
Implementation Organizations.
Implemented Oracle Cloud Applications including
CRM/CX.
Extensive Fusion Middleware/SOA Experience
Extensive ADF Applcation Development
Proven Methodology

Some of our customers

Content
Who is Gimasys
About Evosys? Why Evosys?
Implementation Strategy
Implementation Approach for Oracle Cloud Projects Simplyfied!
Cloud References and Case Studies
Package Price

EVOSYS AT GLANCE

Founded in Sep, 2006 with a vision to become the

number #1 Enterprise Applications Consulting
Company .

We have a brilliant team of 750+ smart and

committed consultants. We have setup an
environment to harness and retain some of the
brightest consultants in the industry.

Our mantra to growth has been Specialization &

Long term relationship and based on these
values we build brilliant reference list of 130+
large and prestigious customers.

Based on our vast experience we have developed

specialization into the follow verticals
Healthcare
Public Sector
Logistics and Transportation
We are now strongly gaining grounds into
Telecom, Construction and Banking.

Headquartered in Ahmedabad, India and

strongly rooted in ME region and UK, USA,

EMEA Experience with Middle

East Focus and rapidly growing in
UK ,USA and APAC

We help companies succeed

WHY EVOSYS FOR CLOUD

IMPLEMENTATION???

ORACLE
CERTIFIED
Implementa
tion Global
Partner

35 Cloud
Implementat
ions

Mastered
INTEGRATIO
N
With Cloud
App
Evosys
working with
Oracle Cloud
Product
Development
Team

Reduced
Project
Timeline,
COST
EFFECTIVE,
Faster
deployments

FIRST to
Implement
the Oracle
Cloud Suite
in the
ECEMEA
Region
# 1 Oracle
Application
Cloud
services
provider
globally

Proven Oracle Cloud Experience

DESCRIPTION

ERP

CRM

SCM

HCM

PBCS

Taleo

Hyperion

References

11i/R12/Peoplesoft to Oracle
Cloud Service

Live Customers
Current Implementations

Cloud Specializations

Evosys Oracle Cloud

Cross-Functional Co-Existence

implementations
during 2014 - 15

Evosys

Oracle Cloud
implementations
during 2015 - 32

Content
Who is Gimasys
About Evosys? Why Evosys?
Implementation Strategy
Implementation Approach for Oracle Cloud Projects Simplyfied!
Cloud References and Case Studies
Package Price

ADAPT

Solution Driven
Best Practices included
Configuration Template

INCREMENTAL

Business Initiated

IT Partnership
Process Focused
Stakeholder Sponsored

Leverage Native Tools

Go Live Just The First Brick

Uptake Strategically
Establish Change Framework
Stay Connected and Ready for
Growth

Content
Who is Gimasys
About Evosys? Why Evosys?
Implementation Strategy
Implementation Approach for Oracle Cloud Projects Simplyfied!
Cloud References and Case Studies
Package Price

Implementation Approach for Oracle

Cloud Projects
Data
Migration
Migration &
&
System
System
Demonstrat
Demonstrat
ion
ion
(Week 2, 3)

Data
Analysis
&
Feedback
(Week 1)

Fit-Gap &
Final
System
Configurat
ion
(Week 4,
5, 6, 7)

Training
(Week 8,
9)
Solution
Validatio
n
(Review)
(Week
10)

Client
Engagem
ent
(Week 0)

Go-Live
(Week
11, 12)

Foundation - Oracle Unified Methodology for Cloud Projects

OUM IMPLEMENTATION METHODOLOGY

Project
Design

Configure

Validate

Transition

Realization

Plan Project

Setup Applications

Update Setups

Migrate
Configuration to
Production

Manage Transition to
Steady-state
Operations

Conduct Kick-off
Meeting

Validate
Configuration

Prepare Validation
Scripts

Migrate Integrations
& Extensions to
Production

Post Go-Live Support

Schedule Workshops

Load & Validate Data

Load & Validate Data

Conduct Functional
Design Workshops

Build & Validate

Integrations

Load, Reconcile &

Validate Data in
Production

Handoff to Client
Relationship
Manager

Apply & Validate

Extensions and
Extensible Items

Conduct Final
Validation Review

Gain Acceptance

Conduct Technical
Design Workshops

Conduct End-to-End
Review

Conduct Design
Review

Prepare for Training

Implement Security

Verify Production &

Operational
Readiness

Close Project

Prepare Cutover
Strategy

Conduct Train-theTrainer Workshops

Begin Production Use

Conduct
Implementation
Checkpoint

Conduct
Implementation
Checkpoint

Conduct
Implementation
Checkpoint

Develop Security and

Validation Strategies
& Plans
Conduct
Implementation
Checkpoint

Project Management

Evosys

Evosys &

Client

PROJECT DELIVERABLES
Deliverable Name

Deliverable Description
Project Plan
A plan that describes the tasks and timelines for all
project activities.
Project Charter
The project charter would include further details of the
project mission statement, approach, plan, scope and
execution.
Configuration Questionnaire
List of Questions in order to understand the business
processes and configuration requirements in setup
Data Templates
Templates for collecting Data to be migrated to the
Fusion Application
Prototyping & Configuration Walkthrough Application Configured to the Business Process
Walkthrough
Business Process Document
To be process document to be signed off by Client
Train the Trainer
Application configured on the Stage Environment for Key
User Training
Training Material
Training Manuals for the Key Users for application
familiarization
Test Scripts
Test scripts that will form the basis of End to End review
Configuration Workbook
Document detailing how the Application is Configured
Configured Production Environment
Production System configured as per the agreement and
SoW

PROJECT CRITICAL SUCCESS FACTORS

Management Commitment
Stakeholder Involvement
Own
the
Success
Of the
Project

On Time Availability of info/Data

Availability of stakeholders thru out the
project
Facilitate change management
Involvement of skilled IT/Technical Users at the
time of handover

DATA MIGRATION APPROACH

Evosys
Circulate Data template with
required fields for Migrating into
Oracle to Client
Define the order in which data is to
be migrated, which is critical
In the test instance, upload trial data
first to check the migration process
and data accuracy
Migrating the complete data into
Production before cutover.

Client
Identify data elements to be
migrated
Identify fields required to be
migrated in
Oracle that are not available in
legacy systems
Pull data from Legacy system in excel
form
Identify data inconsistencies,
duplicates, etc
& provide data in same format
circulated
Client team to test data in system
Compared & reconciled data with
legacy system based on upload data
circulated by Evosys

Content
Who is Gimasys
About Evosys? Why Evosys?
Implementation Strategy
Evosys Approach for Oracle Cloud Projects Simplyfied!
Cloud References and Case Studies
Package Price

Cloud ERP References and Case

Studies

Cloud ERP Clientele

Project Introduction
PT Digital Alpha Indonesia and Digital Alpha Group Pte Ltd, a Southeast Asian regional
digital finance company providing short- term credit to consumers and businesses.
They only provide loans to people in Indonesia.
They were the first company in the Southeast Asia to fully automate the lending
process and, if a loan application has been approved, money is sent to your bank
within 2 hours of verification.
Key Differentiator: Cloud Implementation using Webservice based real time
integration with legacy system

Technical Architecture Diagram

Transaction Screen

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

Project Introduction
Qatar Cool already uses the core modules of Oracle E-Business Suite for Finance,
Supply Chain and HRMS but not the Self-Service modules
They wanted to Implement organization wide solutions to streamline their Finance,
Supply Chain and HR related processes and eliminate the paper based informal
way of initiating request and carrying out business transactions
Implement a proper Approval process to flow each request through a proper
channel of authority
Provide user friendly self service application to end users to initiate their
requests.
Automate the business process and provide well formatted reports for varied
usages

Case Study Fusion Financials ,Qatar Cool

Solution
Business
Requirements

Challenges

environment

providing

insight

relevant

operational

rights

to

users

and
at

different levels in the Financials

Eliminate
informal

the
way

paper
of

based

initiating

the

Payables and Receivables Process

Manage

early Go-Live
Training the key user to
processes
Streamline the current
business processes and
provide better business

of

strategy approach.

the

organization's

have

Centralised

Transaction
accounting

centralized
for

easy

Configure

the

Payment

and

Receipt process as per business

requirements

through

Fusion

Payables and Receivables

Implement Approval hierarchy for
Various Documents as per client
requirement.
Develop

integrated

reports

for

each Business roles

Configure acquisitions ,transfers

Financial Position
To

Time Constraint Faced for

Real Time Reporting &

Analysis

provide

Period-Closing & auditing

adopt to Fusion Financials

chain.

to

accounting monitors

Implement a disciplined Financial

management

Implement Fusion General Ledger

Trails,
monitors

for easy Period Closing & auditing

and Retirements of Fixed Assets

as per client requirement with
the help of Fusion Fixed Assets

Shaner Hotel Group, USA

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

Modules
Cloud Financials

Sub-Module Names

Financials Cloud Service

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

Cloud Projects

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

Cloud HCM

Fusion HCM Base Cloud

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

PaaS

Java Cloud Service-SaaS Extension

Database Cloud Service- Saas Extension
Fusion WebCenter Forms Recognition

BICS

Business Intelligence Cloud Service

Primavera

Primavera Unifier

Cloud Procurement

Budgetary Quote

Scope Offerings for Cloud ERP*

Cloud
Financials

Cloud
Financials
AND
Cloud
Procurem
ent

Cloud
Financials,
AND
Cloud
Procureme
nt and
Inventory

Duration:
12 Weeks

Duration:
14 Weeks

Duration:
16 Weeks

15 Reports + 2
Weeks Support

20 Reports + 2
Weeks Support

30 Reports + 2
Weeks Support

LIST OF MADATORY FINANCIAL FORMS/REPORTS

No.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17

Vietnamese Title
Phiu thu
Bng k hng ha, dch v bn ra
S theo di thu GTGT
S qu

English Title
Official Receipt
Sales Invoice List (Sales invoice report)
VAT Tracking Book
Cash Book (Cash on hand)
Cash Book (Cash in bank)
Payment Voucher

S tin gi ngn hng

Phiu chi
Bng k hng ha, dch v mua vo khng
ha n
Purchase Document List (Without Invoice)
Bng k hng ha, dch v mua vo
Purchase Invoice List (Red invoice or Sales invoice)
S theo di thu GTGT c hon li
Book of returned VAT
Thu GTGT c min gim
Book of tax-exempt VAT
Bng cn i pht sinh
Trial Balance
Bng cn i k ton
Balance Sheet
Kt qu kinh doanh
Profit & Loss (Income statement)
Lu chuyn tin t (Phng php gin tip) Cash Flow (Indirect Method)
Khu hao ti sn c nh
Calculation and allocation of depreciation fixed asset
S ti sn c inh
Fixed asset book
Th ti sn c nh
Fixed asset card

USD
55,000*

Cloud
Financials
+
Purchasin
g
USD
75,000*

FA+GL+CM+AP+AR+PUR+INV
+BI

Cloud
Financial
s

FA+GL+CM+AP+AR+PUR+BI

FA+GL+CM+AP+AR+BI

Fixed Scope Offerings for Cloud ERP*

Cloud
Financials
+
Purchasin
g+
Inventory
USD
110,000*

Thank You