Smart erp solutions oracle cloud services overview - 2021 - 2022

David Testa
VP, No. America Cloud Services
David.testa@smarterp.com
415-509-3370
2021/2022

Bill Melley
Oracle Cloud and BI Services
East Region Sales Director
Bill has over 25 years of cross-
industry Oracle ERP and BI solutions
and services sales experience. He
worked with many large and mid-
sized ERP professional services
companies including Grant
CSC and Hitachi Consulting, where
he worked with David Testa, VP
, No.
America Cloud Services for several
years.
Oracle Cloud Services Leadership Team
Doris Wong
CEO
Smart ERP Solutions
Doris Wong has over 25 years of
technical, product development and
business experience in the
enterprise software industry. Prior
to joining SmartERP
, she served as
Oracle’s Group Vice President and
General Manager and was
responsible for the entire PeopleSoft
product line.
David Testa
Vice President, No. America
Oracle Cloud Services
David has over 25 years of sales
and professional services delivery
experience working with multi-
industry medium to large clients
across all lines of business on global
digital-transformation initiatives. He
has successfully sold and managed
many multi-million-dollar
implementations across multiple
Oracle ERP/HCM technology
platforms during his time as VP
,
Oracle Services at Hitachi
Consulting and a Partner at IBM
Global Services.
Raam Ramachandran
Chief Delivery Officer
Raam is an entrepreneur and
company leader with a diverse
background in information
technology, enterprise application
systems and database development.
Raam has over 20 years of IT
industry experience in product
development & consulting at
PeopleSoft/Oracle and professional
services at Keane and is the co-
founder of Citagus.

SmartERP Solutions | Global Expertise with Local Presence
UAE
Dubai
Bangalore
Hyderabad
INDIA
• Toronto
• Boston
• Chicago
• Atlanta
• Austin
HQ
Pleasanton, CA
Chennai
Founded in 2005
by former Oracle
Executives, Architects,
and Consultants
Implementation Partner
Oracle Cloud, NetSuite,
PeopleSoft, EBS and JDE
Solutions and Services
A unique blend of fixed fee
Solutions and Services
300+ Clients
Worldwide clients for life
across various industries
350+ Employees
Certified experts around the
world – 24x7x365

SmartERP Solutions – Oracle Cloud Implementation and Support Partner
Certified Oracle ERP Cloud Team
ERP, EPM, SCM, HCM, CX, and PaaS Cloud Resources
Cross Industry Experience
Distribution, Retail, Gen. Bus,
Manufacturing, Professional
Services, High/Fin Tech
Platform Experience
(IaaS) Database,
Migrations, Upgrades,
Data Conversion & MDM
Solutions
Talent Procurement, Onboarding,
Avalara Tax Connector, SoD,
E-Verify/I9 Solutions & GDPR
Integration
Extensions and Development (PaaS)
Business Intelligence
Analytics, FAW, Reporting, MDM
Data Visualization and Big Data
On-Premise to Cloud
Migration/Roadmap and
Case for Change
Assessments
NetSuite Alliance Partner
Onsite, Off-site and Offshore
Fixed Fee Delivery Model
Quality Oracle Solution
Delivery Experience
Global Expertise at the
Local Level
Innovation at the Core
of our Services
Cost Conscious,
Results Oriented
Key Differentiators
Services include:
Fixed Fee Oracle Cloud and NetSuite
ERP/SCM/HCM implementation services with
strong project management, process
improvement, change management and PaaS
customization/integration/development/exte
nsions BI/Analytics and application support
capabilities.
Founded in 2005
by former Oracle Executives – Global Expertise with Local
Presence

5
SmartERP | Oracle Functional Areas
ERP/EPM – Finance, EPM -Planning
and Budgeting, Acct. Reconciliation
Consolidation & Close
SCM – Procurement, OM, INV,
Subscriptions, Projects, Field
Service, Supply/Demand Planning
HCM – Benefits, Comp, Talent, &
Workforce Management,
Recruiting, Learn and Payroll
Manufacturing – PLM, WHM &
Transportation Management
CRM – Sales, Service and CPQ
Process Improvement and
Integration/Development/PaaS/
IaaS and Extensions

Industry and Domain Expertise
Hospitality, Food / Beverage
Wine/Spirts, Durable Goods,
Auto, Electrical and Solar
Retail, CPG & Wholesale
Distribution
Consulting, Legal, Staffing,
Gaming, Eng. Construction and
Logistics & Transportation
Professional Svcs., Eng.
Construction, Travel & Logistics
Industrial Products, Heavy
Equipment, Durable Goods and
Automotive
Industrial Manufacturing
Payors and Providers, Hospitals,
Pharma, Med Device and Biotech
Healthcare and Lifesciences
Hi -Tech, Fin-Tech, Software,
Semi-Conductor & Web
Services, Banking and Insurance
Hi-Tech/Fin-Tech
Higher Education, Public Sector,
Utilities, Diversified – Agri Bus.,
Real Estate & Non-Profit
General Business, Higher
Education and Diversified
SmartERP has relevant domain expertise across a wide range of the industries and micro-verticals

Manufacturing Industry Client Successes
Manufacturing
Discrete Manufacturing, Industrial Products, Heavy Equipment, Durable Goods, Automotive, Packaging
Food Processing, Window/Door Manufacturing, Irrigation and Sprinkler, Electrical Manufacturing & Medical Device

Manufacturing Trends and Challenges – Business Goals
Metric Name
Bottom
Performers
Median
Top
Performers
Finished-product first-pass quality yield for primary products 89.00% 95.00% 98.00%
Manufacturing controllable cost as a % of revenue 27.83% 16.52% 7.58%
Unplanned machine downtime as a % of scheduled run time 6.00% 4.20% 3.00%
Warranty costs (repair and replacement) as a % of sales 4.00% 1.90% 0.60%
Scrap and rework costs as a % of cost of goods sold 8.00% 4.20% 2.00%
Source: APQC 2019
COST
DELIVERY
QUALITY

Manufacturing Challenges: Growing Supply Chain Complexity
51%
Demand to launch
products quickly before
competitors
37%
Customer mandates for
faster, more accurate,
and more unique
fulfillment
28%
Growing complexity of
global operations
46%
Manage rising
supply chain costs
Source: Aberdeen Survey 2019

Manufacturing Challenges: Technology and Technical Debt
Accelerating and Evolving
$12M
Average cost of a significant recall
event
52%
Of customers willing to switch
suppliers due to bad customer service
76%
Supply chain officers say
their digital transformation
projects are not aligned
Processes Skill Set for
disruptive tech
Effectively analyze
Product and customer data
CONSTRAINTS
+70% I.T. SPEND
ON MAINTENANCE
“JUST KEEPING THE LIGHTS ON”
Ability to respond
& compete
Legacy Apps and
Infrastructure
Sources: Gartner CSCO Survey, 2019, BCG & MIT Sloan Mgmt review, Sep 2019, IDC 2019 Global IoT Decision Maker Survey
70%
Businesses rely on manual techniques
to locate and track assets
Change
Time

11
Next Gen of Operational
Technologies is Digital Native
• 3D printers, Cobots, connected
tooling, AGVs… must be connected.
• Artificial Intelligence will run
complex operations.
• Innovations will come from data
and digital improvement.
• Digital OT must be secured and
enterprise grade by design.
(Connected humans,
parts, machines,
partners)
1 4
2 3
End
18th century
Early
70’
Today
Early
20th century
Mechanical
Electrical
Electronics and IT
Cyber Systems
From Industry 1.0 to Industry 4.0
Bridging the Gaps
Manufacturing Challenges: Bridging the Gaps

Oracle’s Manufacturing Vision: Digitally Connected Enterprise
Digital
Thread
Master Data
Management
Enterprise Performance
Management
Finance and
Accounting
Human Capital
Management
Mobility
Adaptive
Intelligence (AI / ML)
IoT
Monitoring
Cybersecurity
Blockchain
Lead to Cash for
the Digital Age
Digital
Logistics
Connected Digital
Innovation
Digital
Service
Smart
Manufacturing
Digital
Supply Chain
Voice of the Digital Twin Voice of the Factory Voice of the Product Voice of the Customer
Digital
Thread

Oracle’s Smart Manufacturing: Enabling Factories of the Future
Make intelligent
judgements
Decide
Execute proactive
and predictive
actions
Execute
Glean unknown
insights
Discover
Connect, Collect, and
Communicate
Integrate
Workorders
Work Instructions
Automated Production IoT Monitoring
Enterprise/SCM
Deep Learning
Genealogy & Trace
Manufacturing Actions
Business Actions
Analysis/Research
Closed Loop Feedback
Closed Loop Execution
IT/OT
Convergence
Business
Data
Operational
Data
Execution/MES Customer Service

Travel, Transportation and Logistics Industry Client Successes
Travel, Transportation and Logistics
Airlines, Hotels, Car Rental, Rail, Truck, Logistics, Ports and Cargo

Engineering and Construction Client Successes
Engineering and Construction
Engineering, Construction, Design and Architecture, Building material Manufacturers
and Distributors, Investors, and Construction technology

Retail, Wholesale Distribution and CPG Client Successes
Retail, Wholesale Distribution and CPG
Hospitality, Food, Beverage, Restaurants, Grocery, Agribusiness, Wine/Spirts, Leisure,
Durable/Non-Durable Goods, Household Goods, Electrical, Automotive and Energy/Solar

High-Tech and Fin-Tech Client Successes
High-Tech and Fin-Tech
Hi-Tech, Fin- Tech, Semi-Conductor, Software, SaaS, Electronics Manufacturers, Medical Device

Diversified Industries Client Successes
Diversified Industries
Agriculture, Holding Companies, Hospitality, Non-Profit and Real Estate

Healthcare Industry Client Successes
Healthcare
Payors and Providers, Hospitals and Specialty Care Facilities

Financial Services and Insurance Industries Client Successes
Financial Services and Insurance
Financial Services, Banking, Securities, Fin-Tech, Private Equity and Insurance

Professional Services Industries Client Successes
Professional Services
Consulting, legal, Staffing, Social, Gaming and Accounting

Media and Entertainment Industries Client Successes
Media and Entertainment
Telcom, Broadcasting, Media Advertising and Motion Pictures

We Can Optimize your Global HCM Hire to Retire Processes
Recruitment
Process
Onboarding
Employee Hiring
Complete
Self Service
Applicant Candidate Employee
Service Start Date
HR Life Cycle
Payroll
Absence
Benefits
Workforce
Management
 Employees
 Contingent Workers
 Non-Workers
 Pending Workers
 Identification
 Person Information
 Employment
Information (Job
Related)
 Compensation (Pay
Related)
 Other Information
 View Personal Information
 View Employment Information
 Update Address, Phone Details,
Email Address
 View Payments
 View Pay slip
 Access the Workforce Directory
 View direct reports & their
data (Mgr)
 Access Team Talent (Mgr)
 View scheduled and worked time
 Navigate quickly to past and future calendar views
 View Holidays, worked and vacation time
 Have visibility to various schedules and the start/stop times for
peers
 Add time for the week
 View Accrued Absences and Balances
 Schedule Absences
 View Team schedule (Mgr)
 Approve Time entered and Absences (Mgr)
 Manage Absence Records and Administer Time (HR Admin)
 Add Contacts, Dependents and
Beneficiaries
 Enroll Into Benefit Plans
 Maintain Benefit Plans (Ben Admin)
 Administer Enrollments (Ben Admin)
 Manage personal payment methods
 Manage Tax Withholdings
 View End-of-Year Tax Form
 View Pay slip
 Change/View Benefit Enrollments
 Create Employee’s payroll relationship and manage salaries
(Payroll Admin)
 Manage element entries and calculation cards (Payroll Admin)
 Processing payroll through delivered payroll checklist and
actionable dashboards (Payroll Admin)
 Plan Configuration and Enrollment (Payroll Admin)
 Benefits plan Evaluation and Reporting (Payroll Admin)
ESS & MSS Absence | Time & Labor
Benefits Payroll
 Global Design and Implementation Experience
 Global Localization, Regulatory and Integration
Capabilities
 Global Implementations: North and South
America, Europe, Middle East, India and Asia
Pacific Countries

Recent Cross-Industry Oracle Cloud Client Successes
ERP/EPM/SCM/PPM HCM CX
Cloud Sales, Service
Marketing & Social
PaaS/IaaS

Oracle Cloud Pricing and Delivery Model
• Our SmartERP Oracle Cloud Implementations are typically fixed price engagements in order to establish
trust and confidence with our clients. No Surprises or Change Orders unless scope changes.
• Our fixed implementation pricing typically reflects a 2 – 3X the Cloud ARR Implementation estimate which
may vary based on customizations and integration requirements.
• Our implementation and support pricing is very competitive given our onsite and offshore delivery model.
Cloud Solution Time-Line Fixed Price
ERP – Fin’s, Auto Invoice, Exp’s 16 Weeks $160K - $175K
EPM – PBCS, FCCS & ARCS 8 – 16 Weeks $90K a module, 2 for $165K
and 3 for $225K
SCM – Procurement, OM, INV,
Manufacturing and
Supply/Demand Planning
28+ Weeks $450K - $750K
HCM – Core, T&L, PM, TM, Learn
and US Payroll (2,000 employees)
24 – 32 Weeks $550K - $800K

Cloud Migration/Roadmap
and Business Case for Change
Assessments

ERP/EPM/SCM/HCM Assessment and Cloud Roadmap/Migration Services
As part of our Transformation Advisory Services, we provide Cloud Health Check, Optimization
Evaluation and Cloud Migration/Roadmap and Business Case for Change Assessment
Services which is outlined below:
 This assessment will help with on-prem (PS/EBS/JDE) and Greenfield Migrations and new ERP/EPM account
implementations.
 We address your current On-premise or Cloud ERP/EPM/SCM/HCM business applications and technology
environment leveraging our templates and tools to expedite the people, process and technology analysis.
 We perform a high level As-Is/To-Be business, process, functional and technical analysis to help understand
the business gaps and opportunities which will help make the case for change to optimize, upgrade, re-install
or replace your existing ERP/EPM/SCM/HCM platform.
 We deep dive on your current application portfolio and provide recommendations, options and estimates
associated with an Oracle Cloud/NetSuite roadmap.
 The roadmap includes software, implementation and support options, timelines, resource and cost estimates
including a complete TCO/ROI/Cost Savings analysis for optimizing your business transformation.

ERP Assessment and Migration Roadmap Approach
Solutions Planning High-Level Methodology
Our approach ERP systems planning, and Cloud migration divides our methodology into three major project stages. Key questions need to
be addressed within each of these stages of the project to ensure the right overall solution.
Business Strategy Systems Strategy Business Solution
 Where are we?
 What do we have and what are the gaps?
 Where do we want to go?
 What are the issues and challenges?
 What are the opportunities and case for
change?
 What are the business priorities?
 What are the solution options?
 What are the solution benefits and concerns?
 What is our vision and best direction?
 What additional functionality and benefits
will be realized by the business?
 How do we deal with our immediate needs?
 Can the solution support our business?
 What are the gaps and priorities?
 How do we execute this strategy?
 How do we close our gaps and measure progress?
 How do we migrate, manage and support it? Who
does what?
 How much will it cost and why are we making this
investment?
 When will it be done and what resources are needed?
 How do I migrate and what are the
interdependencies and risks?
 What are the sequence of activities and how do I
represent them to the business and leadership?
Strategy development
Assessment Plan development
Define
approach
TCO/ROI/Cost
Savings
Development
Validate
approach
Define
problem
Define To-Be
solution
options
Assess
current state
Define

Assessment Timeline, Pricing and Resource Estimates
Week 1 Week 2 Week 3
Week 4 Week 5 Week 6 Week 7
Week 1 Week 2 Week 3 Pricing & Resource Estimates
Cloud Readiness and Migration
Roadmap
2 - 6 Weeks (depends on level of detail)
$20,000 - $60,000 Fixed Fee.
Figures above are exclusive of travel expenses
 Steering Committee (meetings)
 Project Lead (part-time)
 SME (various, part-time)
 Functional – Fin, Procure, HCM, etc. (various,
part-time)
 Technical (various, part-time)
 OIC and Cloud SME (part-time)
 Project Manager/Arch (full-time)
 SME’s - (various, part-time)
 Functional – Fin, Procure, HCM, etc. (various,
part-time)
 Technical (part-time)
 Business Goals and
Functional As-Is Workshops.
 Gather Business and System
Challenges.
 Document Requirements
 Technical Landscape,
Integrations and Migration.
 Formulate Solution options
and migration plans.
 Readout of Cloud Readiness
Analysis including
Recommendations and Cloud
Roadmap Approach.
 Cloud Roadmap which will
Include Options,
Recommendations and
Estimates for Cloud Software,
Implementation Services,
Resources, Timelines and
Migration Considerations.
 Case for Change including
Benefits Analysis and TCO.
 Executive Presentation to the
Steering Committee.
Clients Suggested Resource
Involvement
SmartERP’s Suggested Resource
Involvement
Week 4

Cloud Overview,
Implementation
Methodology, Approach,
Sample Timeline, Training,
and Governance

Iterative Implementation Approach, all the way to Go-Live!

SmartERP Oracle Cloud Implementation Methodology
Testing & Validation Phase
Build & Configuration Phase
Data Conversion (#1)
Design Phase
Requirements Discovery –
Process, Data and Security
(2nd Business interaction)
Business
Process
Design &
Config Setup
Integration Design & Development
Hands-
on
Training
Track
UAT
(4th
Business
interaction)
Big Bang UAT
(5th Business
interaction)
Grouped into tracks of logical business processes
Beta testing &
Data
Conversion (#2)
Security, Data Conversion and Report Development
Cut over to
Production (Data
conversion #3)
Post
Go-LIVE
Support
Go-Live
Questionnaire to
understand structure Familiarization
Demo (1st
Business
interaction)
CRP
(Conference
Room Pilot -
(3rd Business
interaction)
End
User
Training
Deployment /
Transition
Phase
Payroll
Parallel
Run
Pre-Implementation
Phase

Discovery Phase
Planning
Discovery Phase
Understand Current
System
Gathering System
Requirements
Preparing
Deliverables
 Collect Key Organization Data
 Collect Business Process Information
& Key Milestones that impact the
day-to-day operations
 Identify the representative set of
data for CRP1 & 2 (Conference Room
Pilots)
 Identify any Business Process Gaps
 Capture Reporting Requirements
 Review & Confirm Configurations
with functional users
 Understand Data Migration &
Compliance Requirement
 Understand 3rd Party System
Integration (CMS, Salesforce etc.)
requirements
 Identify required Workflows
 Assess Security Requirements
 Review current System Landscape &
and Record additional System
related issues or challenges
 Prepare and finalize deliverable
documents
 Deliverable Sign-Off
 Discovery Report and Functional
Requirements documents that
makes up the Scope of Work.
Activities
Deliverables
 Filled-in Discovery Questionnaire
 Workshop Schedules and Calendars
booked for all stakeholders
 Detailed Project Plan for the rest of
the phases, understood by all.
 RICE Matrix
 Functional Specification Document
 Test scenarios and scripts
 Data mapping sheet
 List of Inbound/ outbound,
synchronous/asynchronous
interfaces
 Workflow and Reports Inventory
list
 Data Migration strategy
 Integration strategy
 Risk management plan
• Identify & consolidate
• Current Pain Points &
Challenges.
• Expectations & Goals
• Key Stakeholders/SMEs
• Leverage Pre-packaged
Questionnaires & Templates
• Detailed review of the Project Plan
with the client project manager
ERP/SCM/HCM Cloud Requirements Gathering Approach

Requirements Gathering - Enablers
Questionnaires &
Templates
Data Conversion and
Migration Tools
Process Catalogues and
Work Shop Schedules Visualization
 Predefined questionnaire to
conduct discovery sessions
 Templates to capture
Configuration & transaction
data
 Predefined data mapping
template
 Data Conversion and Migration
tools that will help to quickly
extract the data and load into
Oracle Cloud Environment for
conducting CRP and Testing
sessions
 Predefined Process Catalogues
to drive the business process
understanding and level of
usage. Detailed workshop
schedules and requirements
agendas
 Functional Demo
 Feature
Walkthroughs
Raw Data (Excel)
Massaged Data (Setup &
Transactions)

Sample High-level Implementation Timeline (Fast-Track)

Project Management Approach
• SmartERP brings a standard set of Project Management best practices, procedures and tools to each engagement to
ensure we deliver your solution with quality on-time and on-budget generating a more successful outcome.
• Our project management approach maximizes the overall quality and success of the project by:
• Working in a collaborative manner to drive the best value
• Delivering critical success factors and managing through known, as well as unexpected, pitfalls and issues
• Working to keep the project on-budget, on-schedule, and on-scope
• Tracking and mitigating risks through contingency planning
• Collaborating to resolve critical issues in a timely and effective manner; “blocking and tackling” across the entire project
• We also address each element of the Project Management lifecycle including:
• Scope management Risk management
• Time management Issue management
• Cost management Change management
• Communications management Quality management

Change Management to Ensure Success and Adoption
Intervention Key Activities Program Benefits
Retained Organization
Design
Delivery Model Alignment
&
Training
Change Request
Management &
Communication
• We will invest in providing guidance and best practices on
designing your retained organization, determining critical
competencies, and helping assess/address skill gaps.
• Our Consultants will be cognizant about key processes and address
cultural GAPs if any.
• Capturing, Tracking and Implementing change orders during the
Implementation Cycle
• Help customer in creating the business case for Change Requests
• Finalize the Communication modalities, timeline and approval
mechanism for Change Requests.
• We will Provide training to deepen customers’ understanding of
Implementation methodology and overall delivery approach
• We will create accelerated learning path for key stakeholders to
support the implementation initiative
De-risked Move to new
Oracle Cloud ERP system
from current Legacy
system
Effective management
and closure of change
requests originated during
different implementation
phases
Customer team Prepared
to Successfully Operate in
New Model

Knowledge Transfer, Education and Training
Learning is not a one-time event; it occurs throughout the project lifecycle
Build Understanding
Activities focus on
ensuring employees
comprehend how the
new solution will affect
them and their jobs.
Transfer Knowledge
Transitioning knowledge
to your Subject Matter
Experts is integral to
your ability to sustain
and reinforce training in
the future.
Develop Skills and
Abilities
Training will be
delivered using best
practices tailored to you
and will focus on the
skills and abilities
employees need to do
their job using new
processes and
technology.
During the Iterative Design Phase, we will define a learning approach that is tailored to the specific
needs of your business users..
 Clearly defined training activities
delivered in multiple project
phases
 Multiple exposure
opportunities to the Oracle
application and business
process changes during the
project
 Enables a smoother
transition of the users into
the new system
 Navigation training will be given
to the testers prior to each
testing iteration
 End-User Training delivery will fit
the employee culture and growth
plans (i.e. Train-the-Trainer,
PowerPoint and Webex
recordings, videos, etc.)
Define
Iterative
Design and
Develop
Deploy Transition
Drive Awareness
Activities focus on
making impacted
leaders and employees
aware of the benefits of
the project.

SmartERP Cloud Governance Model
 Engagement oversight
 Strategic guidance
 Engagement review
 Escalation resolution
 Risk management
 Communication management
 Project communications
 Issue management
 Escalation resolution
 Tactical management
 Cost Management
 Change Control Process
Project
interaction
Steering Committee
PMO
Project team
QA
PMO
Officer in Charge
Relationship Executive
Project Manager
Executives
Officer in Charge
Project Manager
Steering Committee Escalation
Responsibility
Client Project Team
Project Manager
Change Champions
HCM Functional &
Technical
(core) team
Key HR business
users
SmartERP Project Team
Project Manager and HCM :Lead
HCM
Functional/Tech
SME’s
Offsite Database and
Testing Team
Client
Management
SmartERP
Management

Our PaaS Integration, Extensions and Migration Skills

SmartERP Oracle Cloud Application Integration Approach (PaaS)
Fusion Apps Integration Tools
Real Time/Service based
Inbound
Outbound
Database
Web Service
Fusion Application
Third Party
Web Service
Data Files
Data Files
HCM Extract
BI Publisher
HCM Data Loader
(HDL)
FBDI/Payroll Batch
Loader/ADFDi
Database
CSV/Excel
Middleware/ Java
Cloud
ERP &
ERP &

SmartERP Data Conversion Strategy and Approach
EBS, PS, JDE
Commerce
Payroll/Banks
Other 3rd Party
Systems
Load
Data
to
Fusion
Application
Extract
Data
From
Source
System
File Based Data
Import Templates
Upload to Universal
Content Management
Direct Upload
using ADFDi Plugin
1 2 3 4
ADFDi
Spreadsheets
Cloud Fusion
Application
Identify Data Conversion
Objects
Verify/Review and
Upload file to UCM
Load Data to Fusion
Application using
Standard Programs
Populate Source Data
in Seeded Templates
Download Data load
Templates from
OER

Oracle Cloud Application
Support Services

Oracle Cloud Application Support Services
 What our clients are asking for regarding Cloud support..
Client Needs How we can help
24x7 Support for High Priority
Issues
• Globally staffed 24x7 helpdesk
• Ability to contact helpdesk via 800 number, web portal or email
• Mix of onshore and offshore teams for extended time zone coverage
• Onshore service manager with Oracle expertise for escalation
• Response SLAs
Application Issues
• Experienced analyst team who can help resolve issues
• Work with Oracle on SRs
• Network and knowledge base of consulting and support resources working on other clients who may have
encountered same issue
• Relationship with Oracle to escalate
Patching Impact
• Patch analysis and testing
• Update of test scripts for changes by major releases/other patches
• Advice on quarterly vs monthly patching
User Training/ How To
• Web conference with users
• Training documents
Onsite Assistance • Onsite work on a need by basis available at an additional cost
Knowledge of Client
Business/Implementation
• Small team size for onshore and offshore
• Published team contact list
• Named onshore service manager and primary analysts
• Ability to contact primary analyst and service manager via telephone
• Access to SmartERP consulting implementation experts

Oracle Cloud Application Support Services
 What our clients are asking for regarding Cloud support..
Client Needs How we can help
Time Spent on Tickets
• Detailed time tracking templates to show time spent
• on patch testing
• enhancements
• Split between onshore and offshore
Intellectual Capital
• Test scripts for different releases for standard functionality
• Training documents for standard functionality
• Implementation experience and documents
Minor Enhancements
• Leverage support team for minor enhancements using flexible pricing model
• Handled by existing support team with knowledge in clients business and environment
Consulting assistance
• Leverage SmartERP’s consulting team for project work at additional cost
• Leverage onsite SmartERP consulting resources for short periods of time for advice/minor project
work using existing contract and flexible pricing

SmartERP Cloud Application Support Offerings and Pricing
Bronze Gold
 Affordable Question and Answer
support from our implementation
consultants.
 Round the clock Q&A support
 Ticketing system
 Minimal Service Management
Silver
 Reactive support
 Question and Answer support from
our implementation consultants.
 Oracle patch analysis and testing
 Management of new releases
 Annual Process health check and
roadmap assessment planning
session.
 Service management
Cloud Application Support costs can range between $2,500 and $12,500 a month depending on your specific support needs
 Full-Service Application support and
maintenance
 Question and Answer support from
our implementation consultants.
 Oracle patch analysis and testing
 Management of new releases
 Annual Process health check and
roadmap assessment planning
session.
 Service Management
 SLAs
 Functional break-fix support
 Technical break-fix support for
customizations and integrations

SmartERP Oracle Application Support Model
End Users
Business / Super User
Community
Client Helpdesk
SmartERP
Service Desk
Functional Technical DBA Infrastructure
3rd parties &
vendors
Service Manager
Web Portal, Email, or Telephone
Escalation /
Oversight
End Users
Level 0/1
Level 2
Level 3/4
CLIENT
SMARTERP
SOLUTIONS
Full tracking & visibility of all Incidents, Problems and Change requests through the Service Desk
 Support Services Model

Oracle Application Support Transition and Staffing Model
Month 1 Month 2 Month 3 Month 4 -12 Month Month …..
November
Year 1 Year 2
Transition
Support Go-Live
Ongoing Support (Remote)
Period Phase Staffing Comments
Month 1 Transition
• 1 Onsite HCM Lead and Service Manager
• 3 Remote Offshore
• Designate service manager and primary analysts
• Service Desk Access for your users
• Client Gateway setup
• Knowledge Transition (onshore and offshore analysts)
Month 2 - 12 Support
• 3 Remote Offshore Leads
• Part-time Service Management
• Add Onshore & Offshore Resources as needed
• Ongoing Offshore Support – 40 hours a month minimum
• Quarterly Reviews
• Adjust resource involvement and billable hours based on need
Sample Staffing Plan ONLY

Our Recent Cloud References
and Can Provide Resumes for
our HCM Cloud Delivery
Team

SmartERP Client Testimonials and Recognition
Customer Testimonial Videos:
HMS Testimonial – Choosing SmartERP for Cloud
https://vimeo.com/371270156
Doris Wong, CEO Partner with Oracle
All Client Oracle Cloud Testimonial Videos
https://www.smarterp.com/smarterp-client-video-testimonials
Two-minute Version of Oracle Cloud Client Endorsements
Our Press:
Smart ERP Solutions Joins Oracle Cloud Excellence Implementer Program to Drive Client Success
https://www.prweb.com/releases/2018/05/prweb15453616.htm
Smart Talent Procurement by Smart ERP Solutions is Powered by Oracle Cloud and Now Available in the Oracle Cloud Marketplace
https://www.prweb.com/releases/smart_talent_procurement_by_smart_erp_solutions_is_powered_by_oracle_cloud_and_now_available_in_the_oracle_cloud_marketplace/prweb166
00863.htm
Smart ERP Solutions to Showcase Powered-by-Oracle-Cloud Solutions and Services at Oracle OpenWorld 2019
https://www.prweb.com/releases/smart_erp_solutions_to_showcase_powered_by_oracle_cloud_solutions_and_services_at_oracle_openworld_2019/prweb16573474.htm
Smart ERP Solutions Launches Employee Onboarding App on Oracle Cloud
https://www.prweb.com/releases/smart_erp_solutions_launches_employee_onboarding_app_on_oracle_cloud/prweb15949279.htm
SmartERP’s Provade Talent Procurement Launches — Only Oracle-Cloud-Native VMS
https://www.prweb.com/releases/smarterps_provade_talent_procurement_launches_only_oracle_cloud_native_vms/prweb15805460.htm
Oracle Recognition:
https://solutions.oracle.com/scwar/scr/Partner/SC2PP-SMARTERP.html
1. Cloud Excellence Implementer
2. Cloud Platform Ready
3. Specializations
We run our business on Oracle Cloud

SmartERP Client Testimonials
SmartERP HCM Webinar 3 Part including NMC Healthcare Testimonial
https://www.smarterp.com/hcm-digital-leadership-webinar-series
SmartERP HCM Client Testimonials – General RV, HMS and Emirates Health and TechnoSoft
https://www.smarterp.com/smarterp-client-video-testimonials
SmartERP 2 – Minute ERP/EPM/SCM/HCM Client Testimonial Videos:
SmartERP 4-Minute ERP/EPM/SCM/HCM Testimonial Several Clients Clipped Together:
SmartERP
Achieves Oracle HCM Cloud Globa
SmartERP Achieves Oracle
HCM Global Certification

SmartERP HCM Webinar – Bersin, Oracle and NMC
Recording links available (Bersin, Oracle & NMC Webinars) Email not displaying correctly?
View it in your browser.
A THREE-PART WEBINAR SERIES
HCM Digital Leadership
Dear webinar registrant,
As promised, we are delivering this webinar to you as a recording. The webinar
is an Oracle HCM Cloud client case study from Anindaya Mandal, Associate
VP of Human Resources, NMC Healthcare.
SmartERP assisted NMC with their HCM transition by transforming their
entire 10,000 employee business from the on-premise Oracle E-Business
Suite (EBS) to Oracle HCM Cloud. Covered are first-hand client insight on
their business pain points prior to the transition, the HCM Cloud Solution
SmartERP implemented, the business benefits and lessons learned from the
Oracle HCM Cloud migration and implementation project.
We hope you enjoy and learn some valuable lessons from this webinar in your
journey to becoming an HCM Digital Leader.
Webinars available on demand
Bersin [RECORDING AVAILABLE FOR REGISTRANTS]
BECOMING AN HCM DIGITAL LEADER
The present and future trends of HR
The first webinar is now available as a recording. The webinar was presented
by Julie Hiipakka, Vice President Learning Research Leader at Bersin, Deloitte
Consulting LLP. Hiipakka presented current and future HCM trends and
challenges along with providing insight on how technology has a significant impact on
organizations. Topics included trends in recruiting, learning and development, analytics
and how social, mobile and cloud technologies support these trends.
Oracle [RECORDING AVAILABLE FOR REGISTRANTS]
MOVING YOUR HR TO ORACLE HCM CLOUD
Increase productivity, lower cost and enhance security
The second in the series is now available as a recording. David Bowin, Senior Director
Product Strategy at Oracle, presented the features and benefits of moving your HRIS to
an Oracle HCM Cloud Solution.
 Gain clarity on what Oracle HCM Cloud is and isn’t
 Gain insight and learn the right questions to ask before moving to HCM Cloud
 Define and refine your HCM Cloud migration strategy
We anticipate that this webinar series will help guide you in your journey to becoming a
true HCM Digital Leader in the 21st century. REVOLUTIONIZING HCM ERP IN THE CLOUD
- A CLIENT STORY
Streamlined performance and future-proofing
The present and future trends of HR
Webinar Recordings
ABOUT SMART ERP SOLUTIONS
Founded by Oracle industry veterans almost 20 years ago, Smart ERP Solutions®, Inc. is an Oracle
Platinum, Cloud and NetSuite Partner. We are a unique organization in the Enterprise Applications
space providing cross-industry innovative, cost-effective, configurable on-premise and cloud
solutions and services that efficiently automate business processes for our clients.
https://www.smarterp.com/hcm-digital-leadership-webinar-series

General RV – Full Suite HCM Cloud Solution
About Customer:
 General RV is the nation's largest family-owned RV dealer with 13
locations. Specialize in selling motorhomes, fifth wheels, travel trailers,
and campers. General RV has approximately 1800 employees and growing
with 13 full- service locations/stores in Michigan, Florida, Illinois, Utah,
Virginia, Ohio with 7 local taxing jurisdictions in Ohio and 7 in Michigan.
Problem and Challenges:
 Manual and highly complex Payroll Process, with a lot of Post Payroll
Processing done manually.
 Legacy HR solution (IDS) that didn’t have great reporting capabilities
 Multiple systems (HR, Time & Attendance etc.) mostly NOT integrated.
 Validity and Correctness of Data (audits)
 Paper based process and approval workflows
 Zero self service capabilities
 Complex Data migration expectations
Benefits (Business and IT):
 Single source of Truth for all HR information.
 Robust Payroll system, handling complex payroll needs
 Single Reporting system
 Next Generation HRIS integrated with 15+ 3rd party vendor applications/systems
 All Business intelligence and key metrics few clicks away
 Client Video Testimonials: https://vimeo.com/470802505
SmartERP Solution:
 Implemented Oracle HCM Cloud (Core HR, Benefits, Absence, Recruiting, Payroll, and T&L
with Talent Management and Learn starting shortly)
 15+ integrations leveraging the OIC (oracle Integration Cloud) middleware
 Simplified HR Master that fits all current reporting needs.
 Custom Integration of Data into the Datawarehouse for downstream consumption.
 Reporting and Analytics is one of the strongest elements of the HCM Cloud product.
 Multiple intuitive and insightful Business User Dashboards
 SmartERP’s E-Verify integration, fully integrated with Oracle HCM cloud.

NMC Healthcare – Full Suite HCM Cloud
About Customer:
 Based out of Abu Dhabi, UAE.
 NMC Healthcare is the largest private healthcare company in the UAE and
ranks amongst the leading fertility service providers in the world.
 Customer had implemented Oracle E-Business Suite for around 10,000
employees and wanted to replace their existing system with a modern
Cloud application with a better User Interface and reporting capabilities
 Workforce structures like Business Units and Divisions were not defined
efficiently in the system and was not correctly aligning to their business.
 A significant number of customizations were done in the system versus
leveraging existing standard out of box functionality
 Report development took lot of time and resources which cost too much
and were not readily available when needed.
 Significant process and workflow efficiency was realized for all aspects of the HR processes
and transactions using Oracle HCM Cloud
 Automated Payroll Costing and integration with ERP Cloud
 HCM data is available in digital format and can be pulled out quickly in the form of reports
SmartERP Solution:
 Implemented Oracle HCM Cloud ERP solution to cater to the customer’s requirements
 SmartERP did a mapping of the customer’s existing workforce structure configuration to HCM
Cloud and implemented an ideal solution which reflects their current organizational structure.
 HCM Cloud is highly configurable and SmartERP was able to accommodate almost all of their
customizations using configuration in the Cloud system.
 Reporting and Analytics is one of the strongest elements of the HCM Cloud product. It includes
out of the box reports, report generation is also quick and simple. Many Dashboards are
provided OOTB which helped the senior management with workforce data.
 Oracle HCM Cloud: Core HCM Cloud, Performance Management, Time and Labor, Recruiting
and Payroll Implementation with UAE localizations.

Global Development Group – HCM Cloud
About Customer:
 Customer’s portfolio covers a broad spectrum of industries including
property development, facilities management, hospitality, food & beverage,
support services, retail, construction & engineering, oil & gas, recruitment &
outsourcing; transportation, general trading, PRO services, healthcare,
education, energy, communication and financial services.
 Customer did not have an ERP system to manage their business process
requirements in HR leveraging UAE localizations especially in Payroll
 HR data was maintained in excel sheets; hence the data was more prone to
error and lot of manual intervention was required
 Customer had multiple legal entities/companies and data was not
centralized which resulted in redundant data processing in Payroll
 There was a dire need to have notifications and alerts triggered to HR team
regarding employee life cycle events and expiry of documents
 Conversion, Validation and cleansing of Employee Data - English and Arabic
 Significant savings of time and effort since the customer moved from paper-based transactions
to HCM Cloud
 Automated Payroll Costing and integration with ERP Cloud
 HCM data is available in digital format and can be pulled out quickly in the form of reports
SmartERP Solution:
 Implemented a state-of-the-art Oracle HCM Cloud ERP solution to cater to the customer’s
requirements including custom Payroll reports
 Oracle HCM Cloud application is database table driven and there are in built validations in the
application which filtered the bad data from getting into the system
 The robust Payroll System was implemented which enabled Payroll Administrators from different
companies to have access to various Payroll dashboards and helped them get a holistic view of
the Payroll statuses across each company
 More than 50 different notifications were configured and enabled so that the HR team is notified
and alerted well in advance so that downstream actions can be taken by HR
 Streamlined various HR business processes as per the features available in HCM Cloud
 Oracle HCM Cloud: Core HR, Goal and Performance Management, Payroll with UAE localization
 -

Mipro Internal Implementation – HCM Cloud
About Customer:
 Based out of Milford, MI, USA.
 Mipro Consulting is predominantly a PeopleSoft consulting company
addressing customer’s needs through implementations, upgrades and
optimizations that will propel critical business processes to the next level
 Founded in 2005, Mipro has been valued PeopleSoft product services
company that created many products and ips in PeopleSoft space
 Implement Industry Best Practices in Oracle HCM Cloud implementation
 Rapid Data Migration using FBL template
 Custom Reports Catering to Specific business requirements from Mipro
SmartERP Solution:
 Helped Mipro team with best practices in cloud-based data migration
 Execute data load using File Based Loader (FBL)
 Developed BI Publisher based complex custom reports
 Advised and managed the Mipro overall Oracle HCM Cloud implementation
 Oracle HCM Cloud: Core HR, Absence, Benefits and Detailed HCM Reporting
 Provided Application Support for 1 year until they became self sufficient
 Complex data migration
 Large volume of Data
 Delivered reports not meeting Mipro HR business requirements

Technosoft Corporation– HCM Cloud
About Customer:
 Technosoft offer solutions for digital transformation, data science, robotic
process automation, artificial intelligence, cloud management, application
lifecycle management, quality assurance and testing, CRM-ERP (Salesforce,
SAP, Oracle), and IT infrastructure management.
 Headquartered in Southfield, Michigan, Technosoft has 4,400+ global
employees and is trusted by more than 35+ Fortune 1000 customers in
North America and India.
 The application catered to the Technosoft’s need for a single HCM Cloud platform
with seamless integration with other systems and a graphical user interface that is
simple and easy to use.
 Technosoft could easily take out global reports from the application.
SmartERP Solution:
 SmartERP implemented HCM Cloud solution for India and USA geographies
 Enabled the integration of HCM Cloud with different 3rd party systems thus making the
integration seamless
 Best and modern practices from the Oracle Cloud solution were implemented
 Oracle HCM Cloud Modules Implemented: Core Human Resources, Absence, Benefits
and Time & Labor
 The existing HCM application used by Technosoft was not catering to
their HR needs
 Different applications were used in USA and India which posed challenges
in terms of global reporting

Crawford and Company – Global HCM/EPM
About Customer:
 Crawford & Company is the world's largest independent providers of
claims management to the risk management and insurance industry as
well as self-insured entities, with clients in more than 70 countries
 Headquartered in Atlanta, Georgia, it employs more than 10,000 people
across the globe and caters to services which includes third party
administration, managed repair, medical management, property,
catastrophe response, educational services, etc.
 HCM Cloud application will suffice Crawford’s need for a centralized application thus
enabling Crawford to have standardized business processes across the globe.
 The delivered analytics and reports from the solution will provide a holistic view of
employee data thus empowering the management to make informed decisions.
SmartERP Solution:
 SmartERP is implementing Oracle HCM Cloud solution for 30 countries across the
globe spanning multiple continents
 Implementing Oracle Integration Cloud which will integrate multiple 3rd party systems
being used in different countries with Oracle HCM Cloud
 Oracle HCM Cloud Modules being Implemented: Core Human Resources, Absence,
Benefits, Time & Labor, Compensation, Payroll, Payroll Interface, Talent
Management, Workforce Health and Safety
 Oracle EPM Cloud Modules – Planning and Budgeting (PBCS), Account Reconciliation
(ARCS) and Financial Consolidation and Close (FCCS)
 Different applications are being used in multiple countries hence gaining
visibility into the data at the global level is very difficult
 Multiple applications are being used in different countries hence there is
no uniformity in the business processes being followed

PetersenDean - ERP, EPM, SCM and PPM Implementation
About Customer:
 Based out of Fremont, California
 PetersenDean is the #1 Home Improvement Contractor in the nation and growing rapidly.
They proudly offer a wide range of products to make your house a beautiful efficient
home including: Solar, Roofing, Fences, Energy Storage Batteries, HVAC Systems, and EV
Chargers.
 The client wanted to replace their 20-year-old custom ERP solution with a tightly
integrated and scalable Cloud solution that included the following functionality and
process improvement capabilities: Oracle ERP Cloud – Financials, Planning and Budgeting,
Expenses, Supply Chain Management – Procurement, OM, Inventory, Manufacturing,
Project Financials, Billing, Time and Labor, Reporting and Dashboard capabilities.
 They were looking for a solution that enables O2C, P2P, R2R and PPM functionality and
process improvement along with next-generation reporting capabilities while integrating
into all their 3rd party applications.
 PaetersenDean needed a trusted partner to help with this business transformation
initiative including strong Project Management, Change Management, Training and Cloud
Application Support capabilities.
 One stop solution and single version of the truth for Financials, Expenses, Procurement, Billing,
Budgeting, Planning, Forecasting, Order Management, Inventory, Project Accounting which drives
efficiency across the organization.
 The solution enabled PetersenDean to re-direct head count which reduced cost and create a new
company and organization structure to help the business grow.
Our Solution:
 The business transformation initiative began an initial Financial Planning and Budgeting
implementation in order for the PetersenDean Finance team to get acclimated with the Oracle
Cloud solution and implementation process.
 SmartERP worked closely with PetersenDean to implement a complete Oracle ERP Cloud
solution in six months that included the following Oracle Cloud Scope:
 Oracle ERP – Expenses, Supply Chain Management – Procurement, OM, Inventory,
Manufacturing, Project Financials, Billing and Time and Labor, Reporting, Dashboard and
complex Integration to several 3rd party and custom applications.
 Oracle PBCS - Financials & Workforce Planning and Budgeting – Financials and Workforce.
 Oracle ARCS – Enable quick close of books and reconciliations to all the Ledgers, Sub-Ledgers
and Bank accounts.

Midwest Holding – ERP and EPM Cloud Implementation
About Customer:
 Located in Lincoln, Nebraska
 Midwest Holding provides a modern approach to the insurance value
chain. They are a unique cross disciplinary team of insurance, technology
and investment professionals building innovative businesses at the
intersection of insurance and technology to optimize the archaic nature of
the insurance industry.
 The use of multiple 3rd party solutions to address many Insurance specific
and Financial processes. This includes the use of many spreadsheets and
manual processes for financial tasks – GL, AR,AP, CM, FA and Expenses
along with manual reconciliation and close processes.
 Manual Planning and Budgeting processes using spreadsheet across the
organization.
 Custom reporting requirements including multiple operating units, account
hierarchies with complex and dynamic financials reporting.
 Automation of accounting saves the business hours of manual entry that was being
done each month.
 Financial Statements to be used across the organization
 Efficient Planning and Budgeting processing, Account Reconciliation and Financial
Consolidation and month, quarter and yearly close process.
SmartERP Solution:
 Implemented the ERP Cloud Solution which automated all the accounting functionality
and processes including integrations into banks for ACH and checks.
 Integrations into multiple 3rd party insurance solutions.
 Automated the planning and budgeting process across the organization including
account reconciliation and financial consolidation which improved the close process.
 Custom Reports and dashboards.
 Oracle ERP Cloud : General Ledger, Assets, Receivables, Payables, Auto-Invoicing,
Expenses and multiple complex 3rd party integrations.
 Oracle EPM – PBCS, ARCS and FCCS Cloud: Planning and Budgeting Cloud Service,
Account Reconciliation and Financial Consolidation and Cloud Service

Global Development Group - ERP, EPM, SCM & HCM
About Customer:
 Customer’s portfolio covers a broad spectrum of industries including
property development, facilities management, hospitality, food &
beverage, support services, retail, construction & engineering, oil & gas,
recruitment & outsourcing; transportation, manufacturing, healthcare,
education, energy, communication and financial services.
 Implementing Oracle ERP and EPM modules functionalities with respect to
UAE localizations.
 Implementing for group of companies
 Multiple process owners
 Revenue Accounting
 Implementing Post Dated Check functionality
 Payroll to General Ledger Integration configurations
 Automation of revenue accounting saves the business hours of manual entry that
was being done each month.
 Financial Statements at the location level
 Maintaining PDC information
 Expedited month-end closure process
SmartERP Solution:
 Automation of most of the revenue accounting entries
 Custom Reports and dashboards to track PDC
 Multiple Sub-Ledger implementation
 Complex Tax and including VAT implementation
 Oracle ERP/SCM Cloud : General Ledger, Assets, Receivables, Payables and Purchasing
 Oracle EPM - PBCS and FCCS Cloud: Planning and Budgeting Cloud Service and Financial
Consolidation and Cloud Service
 Oracle HCM Cloud: Core HR, Time and Labor and Payroll

ACI Worldwide Cloud ERP, SCM and PPM Implementation
About Customer:
 Based out of Omaha, NE ACI delivers real-time, any-to-any electronic payment solutions.
 40 years of payments expertise and customers in 90 plus countries including 18 of the 20
banks worldwide, thousands of the merchants directly and through PSP’s, 3700+
organizations utilizing our electronic bill payment solutions, 1500+ banks, intermediaries
merchants and billers preventing fraud with our solutions.
 The client wanted to replace 12-year-old implemented Oracle EBS ERP system
 They wanted to replace multiple billing systems with Oracle billing system
 Wanted to implement streamlined solution for common billing practices which suits for
their multiple line of business.
 They were looking for a solution that enables O2C, P2P, R2R and PPM functionality and
process improvement along with next-generation reporting capabilities while integrating
into all their 3rd party applications.
 Revenue Recognition using ASC606, Consolidated billing with multiple scenarios like
Services, Licenses and Maintenance.
 Developing complex reporting on Financials and Operations side.
 One stop solution and single version of the truth for Financials, Expenses, Procurement, Billing,
Budgeting, Planning, Forecasting, Inventory, Project Accounting which drives efficiency across the
organization.
 The solution enabled ACI to re-direct head count which reduced cost and create a new company
and organization structure to help the business grow.
Our Solution:
 The business transformation initiative began an initial Financial Planning and Budgeting
implementation in order for the Worldwide Finance team to get acclimated with the Oracle
Cloud solution and implementation process.
 SmartERP and its Partner SPL Consulting Inc worked closely with ACI to implement a complete
Oracle ERP Cloud solution that included the following Oracle Cloud Scope:
 Oracle ERP – Financials, Expenses, Supply Procurement, Inventory, Project Financials, Billing
and Time and Labor, Reporting, Dashboard and complex Integration to several 3rd party and
custom applications.
 ACI is now moving live with HCM, Financials, Procurement, PPM and integration with other
products like RevPro and Ad-Orb/RecVue

ACN Opportunity, LLC – SCM Cloud Implementation
About Customer:
 Based in Concord North Carolina, a privately held global multi-level
marketing company.
 Operating throughout North America, Europe, and Asia, ACN provides its
Independent Business Operators with a wide variety of energy products
and services that they distribute globally.
 ACN’s core business was selling telecommunications services
 As part of its international expansion, ACN expanded its portfolio to include
health and beauty products
 Initially, ACN began health and beauty product distribution operations in Europe
and South Korea using a series of disconnected systems that were difficult to
manage and provided poor visibility of the entire business to management
 With future greenfield expansions planned. ACN needed a fully integrated
Financial and ERP system that could easily be rolled out as new business units
were launched
 Having a single worldwide inventory management and procurement system reduces costs
and speeds new greenfield expansions
 Enterprise reporting of inventory and costing subject areas is fully automated and financial
close is faster and more accurate
SmartERP Solution:
 ACN acquired Oracle ERP, Purchasing, OM, Inventory, and Cost Management modules from
Oracle that would be fully integrated with their existing Financials applications
 Smart ERP SCM specialists were engaged to implement the newly acquired modules. In addition
to providing technical assistance, Smart ERP subject matter experts provided management
consulting on distribution and fulfillment best practices.
 Technical developers were engaged to allow for seamless integration between the Inventory
system and the various Order Management applications used throughout the world.
 Smart ERP SCM specialists were on-site for launches to train end-users and ensure smooth
operations

Westgate Resorts – ERP Cloud Re-Implementation and Support
About Customer:
 Westgate Resorts operates as a subsidiary of Central Florida Investments, Inc. (CFI),
which employs 10,000 people has presence in more than 28 beautiful resorts in
premier travel destinations
 One of the largest Resort developers in the world.
 A successful implementation of ERP Cloud risk-free, on-time production support for complex business problems
with functional and technical guidance for extending new functionality and features
 Process automation, electronic approvals and Self serve capability for adhoc reporting requirements
 Faster and more informed decision making with enhanced reporting
 Simpler and more accurate tax reporting with minimum manual intervention
 Better control and management of complex supply chain and inventory depletion processes
SmartERP Solution:
 Re-implemented the ERP Cloud solution and helped address process, tax and other reporting challenges based on
the failed implementation effort from the previous partner. They also asked us to provide ongoing support.
 Provided complete production support for ERP, Procurement and SCM Cloud offerings after the re-implementation.
 Helped to address BPM Task Configurations for approvals, routing and notifications
 Development of custom analysis, reports and dashboards while providing comprehensive user training
 Streamlining automated tax calculation and enablement of self assessment of (use) tax
 Streamlined requisitioning and approvals for inventory depletion with automated use tax accrual
 ERP Cloud: General Accounting, Payables, Fixed Assets, Expenses
 Procurement Cloud: Self Service Procurement, Purchasing
 PPM Cloud: Project Financial Management
 SCM Cloud: Inventory, Cost Management
 Westgate enlisted another partner originally to implement the ERP/SCM Cloud solution, but
it was not successful. Westgate contacted Smart ERP to help with a re-implementation of
ERP Cloud while also addressing other functional and technical requirements that were
included in the original implementation.
 OCR and supplier portal invoicing along with Electronic approvals, routing and notifications
for OCR invoices, invoice holds, supplier portal invoices, supplier registration requests,
purchase orders, requisitions, expense reports etc.
 Custom reporting requirements for invoice holds, payments, invoices, inventory, costing
and procurement applications.
 Multiple account hierarchies with complex and dynamic financials reporting.
 Complex sales tax and use tax reporting requirements along with Centralized inventory
management and requisitioning from resorts involving use tax.

NCR PBCS Implementation
About Customer:
 Based out of Atlanta, USA.
 A company that makes self-service kiosks, point-of-sale terminals, automated teller
machines, check processing systems, barcode scanners, and business consumables
 The Client wanted a tightly integrated Cloud based Budgeting and Forecasting solution
that enables a next-generation reporting environment. Therefore, there is a need to
synchronize complex hierarchies across its planning, forecasting and consolidation
applications.
 One stop solution for all Budgeting and Forecasting needs for business and
finance teams
 Zero Based Budgeting solution
 Multiple Data Marts and sources which feed input for dimension build and data
load into the cubes.
 Mapping data from multiple sources and creating a seamless and near real time
data integration.
 Align the data movement with the existing architecture so that the new process
will not disrupt the old processes.
 One stop solution for all Budgeting and Forecasting needs for business and finance teams
 Tightly knit solution between budgeting, forecasting and reporting cube
 The Hercules reporting (Essbase) cube acts as a single point of truth for the Actuals, Plan and Forecast.
 Drill-down capabilities to GL balances level for Actuals, Outlook and Plan.
 All the HFM users who use HFM only for reporting can be moved to Hercules Reporting cube and the
overhead on the HFM application will be reduced.
Our Solution:
 A centralized application to create zero based budgeting and monthly forecasting solution based on plan
and actuals to capture and manage changes to support reporting for the organization. A near real time
data integration to a reporting cube with the flexibility to adjust the Plan and Outlook without
compromising security of the Department Owners and CFOs
 Created an Oracle PBCS solution and Integrated data from Oracle GL and Legacy HFM application using
FDMEE
 Create automated scripts to execute the meta-data synchronization.
 Create automated scripts to execute the data & metadata synchronization.
 Created Business Rules for calculations, aggregations and allocations.

Food World & Health Glow - PBCS Implementation
About Customer:
Health & Glow and Food World Super Markets Private Limited
Foodworld Supermarkets Pvt Ltd has been a pioneer in the retail industry
in India. Foodworld Supermarkets operates under two banners, Foodworld
(one stop solution for Food & FMCG products) & Health & Glow (Premier
one stop solution for Cosmetics & Healthcare). Presently they operate 35
stores under the Foodworld banner in Bangalore & 118 stores under the
Health & Glow Banner in Bangalore, Hyderabad, Chennai, Mumbai &
Cochin. They have a total of 1400 direct employees working and have also
ventured on the E-commerce platform under both Foodworld and Health
& Glow.
 Updating daily sales data
 Performance of the system may be reduced due to daily data load
 Some reports like Store like for like (Control /New stores), forecast on
unidentified location etc. should be taken care
 Restatement version copy
 Open and close book
 Manage reliable Budget and Forecast across multiple store
 Track on year growth and analyses variances
 Reports on growth/achieve /Actual/Budget/Forecast percentage over previous year
 Manual intervention can be reduced
 Determine the outcome of the multitude ‘what if ‘scenarios.
 Can view data across multiple dimension like by product, by region etc.
 Decide where to make cost reductions and what impact opening or closing a store on
financial statements
SmartERP Solution:
 Oracle PBCS implementation for Operations, HR, IT, Sales, Marketing, Finance
 Oracle ARCS implementation for quick closure of books and reconciliation of Ledger,
Sub-Ledger, Bank Accounts and third-party money transactions app.
 Reduce or eliminate up-front capital investment + low cost of ownership
 Faster implementations mean faster time-to-benefit
 Monthly subscription
 Automatic upgrades & patches – always have the latest features
 Common web browser & MS Office interfaces = high user adoption

HMS - PBCS Implementation
About Customer:
 Based out of Irving, Texas.
 A Company that advances the healthcare system by helping healthcare organizations reduce
costs and improve health outcomes. Through their leading technology, analytics and
engagement solutions, they save billions of dollars annually and help consumers lead healthier
lives. They also provide broad range of payment accuracy and population health management
solutions that move the healthcare system forward
 The Client wanted to replace existing Excel based budgeting with a tightly integrated cloud-based
Enterprise Budgeting and Forecasting solution that enables a next-generation reporting
environment
 Financials – Actuals data will be loaded from PeopleSoft Finance as a start point to start
Budget/Forecast from which out of the box reporting can be produced, supplemented by
customized reports
 Capex - Functional ability to budget/forecast for Capex items for their services. The ability to
compare budget with actual GL information. Produce reports like Total Asset Value, Net book Value
of assets both on a scheduled and ad-hoc basis
 Workforce – Future Scope - Functional ability to budget/forecast for workforce compensation items
for their services. The ability to compare budget with actual GL information. Produce reports like
Employee Utilization, etc. both on a scheduled and ad-hoc basis.
 One stop solution for all Budgeting and Forecasting needs for business and finance teams
 Tightly knit solution between budgeting, forecasting and reporting cube
 Drill-down capabilities to GL balances level for Actuals
SmartERP Solution:
 A centralized application to create zero based budgeting and monthly forecasting solution based
on plan and actuals to capture and manage changes to support reporting for the organization. A
near real time data integration to a reporting cube with the flexibility to adjust the Plan and
Outlook without compromising security of the Department Owners and CFOs
 Oracle PBCS Solution and Integrated data from PeopleSoft Finance, PeopleSoft Asset using
FDMEE
 Created automated scripts to execute the meta-data and data synchronization
 Created Custom Reports and Dashboards
 Created Business Rules for calculations, aggregations

Glaukos Cloud ERP, SCM and PPM Implementation
About Customer:
 Glaukos Corporation is an ophthalmic medical technology and pharmaceutical company
focused on the development and commercialization of novel surgical devices and
sustained pharmaceutical therapies designed to transform the treatment of glaucoma,
one of the world's leading causes of blindness.
 Glaukos sells their products through the network of salespersons in US and other
European countries. They also sells their products through 3rd party logistics Distributor’s
in Canada, Australia, Japan and Brazil.
 The client wanted to replace thee disparage legacy systems by implementing Oracle
Cloud HCM, ERP, SCM and SFDC systems.
 They wanted to replace their legacy sales application with SFDC and integrate the
Customer and Price Lists data to Oracle cloud ERP system.
 They wanted to have Customer specific Pricing with Tier based discounts.
 They were looking for a solution that enables O2C, P2P, R2R, MFG and PPM functionality
and process improvement along with next-generation reporting capabilities using OTBI
while integrating into all their 3rd party applications like FedEx and Avalara.
 Spreadsheet based data integrations for the Shipping at the end of the day from the
International distributors.
 One stop solution and single version of the truth for Financials, Order Management,
Procurement, Planning, Manufacturing, Inventory, Project Financials which drives efficiency
across the organization.
Our Solution:
 The business transformation initiative began first with implementing the Oracle Cloud HCM
modules followed by the robust ERP implementation that involved SCM, MFG, P2P, R2R and
PPM modules.
 Standardize the processes wherever the non-standard processes exists (using standard PR/PO
approvals for offline approvals in SharePoint etc.)
 SmartERP and its Partner SPL Consulting Inc worked closely with Glaukos to implement a
complete Oracle ERP Cloud solution that included the following Oracle Cloud Scope:
 Oracle HCM, Oracle ERP – Financials, Order Management, Procurement, Planning,
Manufacturing, Inventory, Project Financials, Reporting(OTBI) Dashboards and complex
Integration to several 3rd party applications like FedEx, SFDC etc.
 Glaukos is now live with 18 Business Units on HCM, Financials, Procurement, Order
Management, PPM and integration with other products. Manufacturing and Planning in one
Business unit.

Rogers Corporation– ERP, SCM and Manufacturing
About Customer:
 Based out of Chandler Arizona.
 Customer is a Rigid Packaging manufacturing company with major US
facilities in Arizona, Illinois, Connecticut, and Rhode Island as well as in
multiple counties in Europe and Asia. Rogers is a high technology
manufacturer with innovative solutions for power electronics, advanced
foams for cushioning and protective sealing, and high-frequency printed
circuit materials.
 Using an Oracle ERP system, Rogers was faced with a situation where their
large ERP investment was not yielding the desired results due to sub-
optimal configurations and business processes.
 Over a 15-year period, Rogers had upgraded their ERP system multiple
times, but had not been utilizing new features and functions.
 As the company had grown, non-standard practices had been adopted in
various division, leading to difficulties in intercompany transactions.
Benefits (Business and IT)
 Improved manufacturing planning and greater inventory accuracy as a result of the
improved BOM and Routing structure.
 More accurate customer pricing with less work by Marketing and Customer Service.
 Cutting the amount of effort to process intercompany transactions by over 50%.
 Cost Accounting improvements leading to faster and more accurate month end close.
SmartERP Solution:
 Perform a complete end-to-end analysis of Rogers business processes including Order-
to-Cash, Procure-to-Pay, Plan-to-Produce, and Record-to-Report
 Based on this analysis, a companywide ERP improvement project was undertaken to
address the areas of most concern that were uncovered in the analysis. This project
included both systems enhancements and improved business processes.
 Individual initiatives included the reworking of all Bills of Material and Routings to
improve manufacturing processes, implementation of new customer pricing solutions,
and a complete overhaul of the methods of processing intercompany transactions

Berlin Packaging – ERP & SCM
About Customer:
 Based out of Chicago, Illinois.
 Customer’s goal as a hybrid supplier of rigid packaging is to make
packaging easy for its customers. They can design it, source it, make it,
ship it, store it, and more. They have over 40 stocking and manufacturing
facilities in the US and Europe.
 Berlin Packaging’s Online division was initially formed through an
 The core of the Berlin Packaging business is servicing large customers, but the
with a model that is more like B2C than B2B.
 The decision was made to move the Online division onto the company’s main ERP
system to gain efficiency and also to allow the rest of the company to build a
stronger online presence .
 This moved required an overhaul of many of the business processes, harmonizing
the practices of the different parts of the company, while unlocking capabilities
within the main ERP system that would allow for more efficient operations.
 Move to a single ERP platform reduces costs and allows the Online division to leverage tools
that were previously only available to the rest of the company and vice versa
 Optimization of business processes and incorporating best practices into the ERP system
improves efficiency throughout the company
 Having the entire company on a single platform allows for greater growth as the full
company can now benefit from full integration of the core ERP system with a robust online
web site.
SmartERP Solution:
 Engage a team of SCM functional experts to review the operations of the online division and to
reconcile gaps between its needs and the current capabilities of the ERP system
 Make recommendations for new system. Design and build system customizations and bolt-on
applications to streamline operations.
 Throughout the process, identify ways that system enhancements can be beneficial to the
company overall and not just the Online division
 Work with company SMEs to develop training materials for the new system functions

Our Key Competitive Differentiators
Extensive
ERP/HCM
Expertise
Solution and Service
Experience at a
Competitive Cost
Migration, Integration,
Extensions, Tools and
Accelerators
 SmartERP has over 16 years of
experience working with global clients
implementing, integrating & supporting
ERP Solutions.
 Passionate consultants with hands on
industry, process and Oracle on-premise
and Cloud platform experience.
 We have extensive ERP/HCM experience
with over 300 implementations executed.
 We have proven Oracle Cloud
implementation, integration, development
and support experience across each of the
Oracle ERP, EPM, SCM, PPM, HCM & CX
platforms.
 We created our own proprietary
PeopleSoft/EBS to Oracle Cloud Migration
tools, accelerators and ROI calculator.
 We develop many of our own solutions,
integrations, connectors and ERP/HCM
extensions to complement Oracle Platforms.
 Extensive technical integration, conversion,
migration and development skills and
experience all at a very competitive cost.

Why Partner with SmartERP?
 Our Oracle Partnership and Global Practice – We have a dedicated global Oracle Cloud, NetSuite and
Peoplesoft implementation team and we are a long-term Oracle Platinum Partner and Cloud Implementor
with multi-pillar Cloud certifications and client references.
 Our Understanding of your Industry and your Business Challenges – Our goal is to help you deliver
true operational value by leveraging our cross-industry experience along with our Oracle Cloud, NetSuite,
PeopleSoft implementation, integration and support capabilities.
 Proven Oracle Solutions and Services Delivery Capabilities – We have successfully delivered over
250+ Oracle projects over the last 13 years. These projects have spanned multi “pillars” within the multiple
Oracle application solutions – both on premise and in the Cloud.
 Managing Transformation, Projects and Organizational Change is Foundational to our Work –
We will proactively identify and minimize the “project, people and organization issues” and risks associated
with the implementation of your system and processes.
 Instills Knowledge Transfer and Collaboration in our Work – We will provide proactive and valuable
modern best practice insight and ideas to enhance the project while leveraging our SaaS accelerators and
tools to expedite the implementation driving a faster time to value and ROI.
 Our Commitment to Invest in our Partnership and Earn your Trust - We will create a “One Team”
environment that aligns with your company culture to form a Strategic Partnership. We will be responsive,
put skin in the game, provide competitive pricing and flexible contract terms in order to earn your trust.
EDI at Regeneron
Add text here
“One Team” Collaboration
for Success
 We are focused on your priorities.
 We understand your business.
 We provide deep industry and
Oracle expertise to drive through
the complexities.
 We are flexible to work with,
dedicated to earning your trust
and committed to your success.
 We believe we align with your
company culture.
 We are uniquely qualified to
become your trusted strategic
partner and look forward to
working with you on next steps.
Thank You

A. Just Smart Form I-9 (Free)
B. Both Smart Form I-9 and E-Verify (Free)
C. Smart Applications with Smart Onboarding ($)
D. Full Suite with HR Integration ($)
E. Full Suite with HR Integration plus other apps ($)
F. Not Sure?
Thank you!
David Testa
VP, No. America Cloud Services
415-509-3370
David.testa@smarterp.com

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