Core Experts Consulting
1
Fixed Scope Offering for Sales Cloud Implementation
+Address: 13 Al-Nahda St., Maadi – Cairo, Egypt
(Office: +202-23786435
4Fax: +202-23786435
*Email: [email protected]
Agenda
Company Overview
Business Objectives
Business Challenges
Solution Proposal
Scope
Modules
Business Process
Configuration
Implementation Approach
Project Plan \ Time Frames
Project Organization
Project Team Organization
Team Structure
Team Roles
Assumptions
Exclusions
Client Responsibilities
Additional Services
Sample Client Success Stories 2
Core Experts Consulting is an expert consulting firm established in 2013, specialized in providing business solutions to clients in all industries and regions. The services it presents include but not limited to: Business Solutions Advisory, Business Solutions
Implementation, Business Solutions Health Check, Implementation Support, Business Solutions Upgrade, Business & Business Solutions Training, Project Management, Business Process Reengineering, Business Solutions Organization Readiness Assessment, and
Business Process Automation.
The founders of Core Experts Consulting are a group of business solution experts who have worked together for several years before deciding to establish a company together combining the expertise and professional experience of each and every member of the group. The founders have practiced business and business solutions consulting for many years before deciding to establish the
company.
Their professional experience covers all business divisions including but not limited to: Finance, Supply Chain Management, Customer Relationship Management, Human Capital Management, Production, Planning & Maintenance, Value Chain Management, Project
Management, etc
Their cross functional, multi region, multi industry experience are the building blocks of this company. Not only are the founders shareholders in the company, they also hold top level positions enabling them to work closely with each and
every client along with their teams of resources, thus ensuring consistent quality of service.
The founders all hold high academic degrees including several post-graduate studies relevant to their fields of expertise.
The Core Experts Consulting team also possesses a team of highly distinct professionals in all divisions. Resources are selectedaccording to a very strict criteria, thus assuring benchmark quality professionals delivering optimal quality services. Core Experts
Consulting boasts to have the best consultants in the market with the highest track records of successful effective engagements in the field. Other than that, the resources selected are managed and trained by the best market players in each division transferring to
them knowledge and experience based on years of work in the field with high profile clients per industry.
Core Experts Consulting (CEC)
Business Objectives
• Adopt leading global CRM practices• Provide global visibility of the Customer Relationship in the
organization for the management to make critical global CRM decisions
• Streamline the CRM processes and achieve measurable efficiencies.• Take advantages of CRM to attract new customers, develop existing
customers and retain the very important customers• Maximize sales force productivity• Have 360 degree view of the customer
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Business Challenges
• Non-standardized business processes• The need for a single source of truth for customers and customer
information• Diversified customer base and the need to effectively manage the
opportunity process.• Multiple sales methodologies adoption• Increase in loss of sales due to misleading/insufficient information• Rapidly changing market with ongoing changing needs that need to
be approached effectively
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Most Reliable Platform
• More than 99.5% uptime
• ITIL- based processes
• Comprehensive product
assessment process
• High availability via
– Autonomic monitoring, diagnostics
– Predictive incident management tool
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Scope (Modules)Modules In Scope Modules In Scope Additional
ServicesIn Scope
Oracle Sales Cloud
x OracleTransactional BI
x Incentives q
Oracle Sales Cloud for MS Outlook
x Data Conversion q User Training q
Oracle Sales Cloud Mobile
x Oracle Sales Predictor
q
Oracle Territory Management
x Oracle Incentive Compensation
q
Oracle Sales Catalog
x Oracle Partner Relationshipmanagement
q
Business Process Modules Key Features
Lead Management
Opportunity Management
Sales Forecasting
Sales Cloud Sales Dashboard
Sales Forecasting
Social Network
Lead Management
Opportunity Management
Customer Center
References and competitors
Assignment Manager
Oracle Sales Cloud for MS Outlook Seamless Microsoft Outlook integration
Synchronization of Accounts, Contacts, Leads, Opportunities, Email, Calendar and Tasks
Scope (Business Process)
Business Process Modules Key Features
Lead Management
Opportunity Management
Sales Forecasting
Oracle Sales Cloud Mobile
Contact and account management;
Calendar and contact integration;
Opportunity and lead management;
Maps and phone; Real-time analytics
View CRM contacts geographically close
Territory Management
Define territories using customer, channel and product attributes
Centralized or decentralized territory administration
Detect gaps and overlaps in territory coverage
Date effective sales territories and versioning
Scope (Business Process)
Business Process Modules Key Features
Lead Management
Opportunity Management
Sales Forecasting
Sales Catalog Create an n tiered hierarchy of product groups;
Define who can purchase a product or group of products;
Select products and promotions with a graphical sales catalogue;
Leverage keyword search, product comparison and Narrow by filters
Create an n tiered hierarchy of product groups;
Define who can purchase a product or group of products;
Select products and promotions with a graphical sales catalogue;
Scope (Business Process)
Items Included Descriptions Threshold
Business Units and Legal Entity Business Units Setup for 1 Business Unit
Oracle Sales Cloud Teams, Hierarchies, Role Definition, Opportunity Management
Sales Teams Up to 5Sales Or;6g Hierarchy Up to 4 levelUp to 2 Sales Methodology
Oracle Sales Cloud for MS Outlook
MS Outlook Integration Standard Out of the Box fields for Opportunity, Leads, Customers and Contacts
Oracle Sales Cloud Mobile Integration with Handheld Devices
Android, iPhone and Blackberry Phones
Oracle Transactional BI Reports to be derived for business purposes
10 Custom Reports to be derived for business purposes
Scope Configurations
Items Included Descriptions Threshold
Oracle Territory Management
Automatic Assignment of Customers, Leads and Opportunities to resources
Maximum of 3 dimensions with 10 attributes to be used for territory definition related to products and geography
Oracle Sales Catalog Definition of items for sales and Hierarchies
Hierarchy of up to 4 level
Data Conversion Converting Existing Data from Legacy into Oracle CRM
Customer 50k RecordsPerson 50k RecordsContacts 100k RecordsOpportunity 10k Record
Workflow Business Process Management to send emails/notifications based on events
3 Workflow Processes
Scope Configurations
OUM Cloud Application Services Implementation Approach
The OUM Cloud Approach is specifically designed for implementing Oracle Cloud applications, according to well defined and tested activities and deliverables; it is based on the same principles as Oracle’s Unified Method (OUM) to allow consistent approach across all our products.
This approach consists of: 1. An efficient approach to Oracle Cloud implementation
◦ An easy-to-follow framework of activities, for a step-by-step project implementation centered around few and essential activities and deliverables
◦ A Prototype approach based on Sales Cloud standard functionality: customer’s processes are modeled according to best practice business processes so that customizations are avoided
2. The Oracle Cloud Delivery Toolkit with predefined, value-adding materials:◦ Ready made materials to greatly reduce workload◦ Best practice suggestions for all business decisions to be taken during implementation
OUM Cloud Application Services Implementation Approach
Easy-to-follow framework for activities
Multiple Release Cycle – e.g. five modules
Single Release Cycle – e.g. two modules
• Short, well-structured implementation cycles• Iterative configuration• Up to four modules per release cycle• Multiple releases are possible to accomodate incremental scope and/or timeline decisions
OUM Cloud Application Services Implementation Approach
Release driven implementation with high interactive/iterative approach and focus on high-priority
Business Processes and Requirements
Production
• Sales Cloud• Territory Management
Project Governance Priorities update and release plan adjustmentsEnvision
• High-level Business process mapping
• Prioritization (MoSCoW list)
• Product Roadmap
• Release Plan
1 to 2 weeks 9 to 12 weeks
• Sales Catalog• Sales Cloud for MS Outlook
9 to 12 weeks
• Sales Cloud Mobile• Transactional BI
9 weeks
Release 1
Release 2
Release 3
Project Team Structure
Project Team
Project Management
Steering Committee
Steering Committee
Board of Management
Board of Management -CEC
Project Manager
Technical Consultant Functional Lead
Functional Consultant
Client Project Manager
IT Team Lead
It Tech.Team
Business Lead
Business Users
Team Roles
Steering Committee
The leadership team from the Client and CEC constitutes the steering committee group for the project. The Client and CEC nominate one of the steering committee members, as their executive sponsor for the engagements, who aligns with the other steering committee members. A successful project involves a regular and deep involvement of the steering committee during the course of the project. The Steering Committee Group is expected to:• Provide the overall direction and guidance for the project • Set the project goals and communicate the goals to the project stakeholders and the
project team • Ensure the needs of the implementation are given the highest priority so that the
project is expedited for on-time and on-budget completion• Authorize funds for the projects and approve resources allocation, significant schedule
and scope changes• Periodically monitor the project to ensure it is on schedule and within budget
Team Roles
Project Management
The Project Managers will provide day-to-day management of the project. The Project Managers assume responsibility in the following areas: • Develop and track detailed and integrated project work schedule and allocate resources against the
schedule• Steering the project to success by working closely with the Steering Committee.• Periodically report to the steering committee and other project stakeholders of the project progress
and issues that require the Steering Committee’s attention• Assign tasks to the project team, and review the progress of the tasks• Periodically track and assess the project risks and develop plans to mitigate such risks• Set project quality goals and review deliverables against these goals• Set and monitor project budget and costs to ensure delivering the project within the budget• Continuously communicate with the various project stakeholders in order to align them towards
previously set project goals
Team Roles
Project Team
The execution is focused on the project team, which comprises of the Client’s business process owners, key users, IT MIS team and CEC’s business solutions leaders and consultants. The team brings together both the business process knowledge and the product knowledge in developing effective solutions. They shall perform the following:• Articulate and document business requirements • Execute tasks assigned to them by the Project Managers and provide updates
back on the status of execution• Work towards adhering and achieving project quality standards/goals • Build and test solutions to ensure they meet the business requirements• Develop customized reports in scope of the engagement (Technical Consultant)
Key Assumptions
1. The standard business flows and application functionality will serve as the base for the implementation.2. Oracle’s OUM for Cloud Implementation Approach will be used for the implementation3. A small Project team is formed and empowered to make decisions.4. A timeline of 9 weeks is assumed with work products delivered during the timeframe, counting from the time that the
Oracle Sales Cloud system is provisioned.5. The implementation is based on the Cloud deployment model, hosted at Oracle6. In the Cloud deployment model, two project environments are available: A sandbox and a production environment7. No Customization is performed. Configuration within the standard system is performed8. Client shall accept that part of the implementation shall be implemented off-site9. Training shall be provided to client’s key users and MIT team. CEC shall follow the train the trainer approach. End user
training shall be the responsibility of the client.10. After each release, CEC shall provide on-site support for 1 calendar week and off-site support for the remaining calendar
month.11. The client needs to sign-off each phase in the project in order to move on to the next phase12. Any change to the scope shall be handled through a change request to be discussed by the steering committee for
approval. Changes requested may require additional effort to be charged for. This shall all be highlighted in the change request.
13. Single Sign On set-up is not included.14. Organizational Change Management will be Client’s responsibility
Other Activities and Related Assumptions
Deliverables included in scope Description
Project CharterThe project charter would include further details of the project mission
statement, approach and execution.
Project Work planA plan that describes the high-level tasks and timelines for all project
activities.
Set up Document A document that summarizes the configurations to be provided based
on the collected business information.
Configured ApplicationAn application configured in accordance with the descriptions in the
Configuration Workbook.
Future Business Process ModelCore Experts Consulting will provide the future process model for the
standard configuration of the system.
Test Plan and Scripts
Test Scripts for testing the configured functionality in the scope of
standard offering. Any further changes to this document will be
performed by the client
Validated Solution on Sandbox Configured Final Solution agreed with Client
Training Material Material to support Familiarization sessions on tools for ongoing Clients use (Reports, Personalization, System Administration)
Configuration Workbook Details of how the solution is configured
Validated Solution on Production Configured Solution , validated for go live use
Typical Deliverables
Other Activities and Related AssumptionsActivity Assumption
Go-live support1 month after each release (1 week on-site, 3 weeks off-site)
Training Project Team
Core Experts Consulting will organize a training for the Client's core project team members, delivered by CEC’s consultants, in a lecture/demo format workshop. Training is assumed to be one workshop per application, for up to 20 attendees.
Familarization session
Core Experts Consulting will organize a session of maximum 4 hours, to make the Client familiar with the standard application navigation and personalizations.
Training Included (Key Users + MIS)
Interfaces Not included in scope of current project
User Guide Not included in scope of current project
Administration Guide Not included in scope of current project
Project Exclusions
• End User Training
• Data Cleaning
• Customizations, integrations/interface with 3rd party applications, and single sign-on
Out of Scope items
Client’s ObligationsFor the project to be successful, the Client must fulfill the following obligations:
1. Order Sales Cloud prior to project start
2. Assign a project manager to lead your staff’s efforts
3. Assign experienced and empowered business and IT users to work closely with Core Experts Consulting's consultants according to project plan (some full-time allocation may be necessary at times).
4. Perform certain project tasks according to the project plan such as a) provide data in the format specified by Core Experts Consulting : b) Client’s side of integration; c) end user training
5. Arrange for a project executive sponsor and project steering committee
6. Accept that part of the work performed by CEC Consulting will not be on-site
Additional ServicesAdditional Services provided by CEC beyond the FSO will be subject to scoping:
1. 3rd party legacy applications integration
2. Development custom reports
3. UI Personalization
4. End User Training
5. Implementation services for additional modules
6. Extended Post-Implementation Support
Dar Al-Dawa
Scope/Solution
Financials Supply Chain Management Sales Process Manufacturing Advanced Supply Chain Planning Manufacturing Execution System
Achievements
Reliable Cost Calculation and Monitoring Effective Material and Production Planning Standardized Process Instructions Validation Improved Quality Control Decreased Lost Sales
Al-Yemeni Café
Scope/Solution
Financials Supply Chain Management Sales Process Manufacturing Manufacturing Execution System
Achievements
Reliable Cost Calculation and Monitoring Standardized Production Processes Waste Reduction Improved Quality Control Increased Sales Fulfillment On-Time Rate