SmartERP delivers industry leading and world class consulting services based on modern best practices and methodologies. We  are committed to promoting the Oracle products and developing deep expertise in technical and functional cloud consulting.

1. SmartERP Solutions
Oracle Cloud Services Overview
David Testa
VP, No. America Oracle Cloud Services
415-509-3370
david.testa@smarterp.com
2020
Bill Melley
East Region Oracle Sales Director
617-320-8423
bill.melley@smarterp.com
2020

2. Introductions - SmartERP Sales and Delivery Leadership Team
 David Testa – No. America Oracle Cloud Services Vice President – San Francisco
 25+ years of experience selling and delivering Oracle ERP services across multiple industries – Former Hitachi VP and IBM Partner
 Role: Relationship and Client Success Executive
 Raam Ramachandran – Global Oracle Chief Delivery Officer – India
 20+ years of Oracle implementations delivery experience across multiple Cloud and On-Premise Oracle platforms – Former Keane and Oracle
 Role: Delivery Executive
 Bill Melley – East Region Cloud Services Sales Director - Boston
 15+ years of Oracle services sales experience across multiple Cloud and On-Premise Oracle platforms – Former Deliotte and Grant Thornton
 Role: Relationship Executive
 Govind Jayanth – NetSuite ERP/Financials Delivery Practice – San Francisco
 20+ years of experience architecting and implementing Oracle ERP Solutions – Former Oracle Product Development
 Role: NetSuite ERP Solution Architect and Financial Functional Lead
 Sunny Kaul – NetSuite Delivery Practice – San Francisco
 12+ years of Oracle Delivery experience planning and implementing Oracle ERP Solutions – Former ADP, IBM and Tech Mahindra
 Role: Project Manager and Solution Architect
 Steve Canter – NetSuite SCM Delivery Practice - Chicago
 18+ years of Oracle Delivery experience architecting and implementing SCM Solutions – Former Berlin Packaging CIO
 Role: SCM Solution Architect and Functional Lead

3. SmartERP Company Overview
Founded in 2005 by former Oracle Executives, Architects and Consultants
Oracle Platinum, Cloud and NetSuite Partner with Extensive Expertise in ERP, EPM, SCM, HCM, CX, BI and PaaS/IaaS
Oracle Modern Best Practices Expertise in Project management, ERP/SCM/HCM Implementations and BI/Analytics
Unique Blend of Oracle Solutions and Services Across each Oracle Platform – Cloud, NetSuite, PeopleSoft, EBS and JDE
‘Clients for Life’ – High level of Client Satisfaction and Loyalty – Partnership, Delivery Quality and Execution
250+ Clients Across Various Industries – Wholesale Dist., Retail, High-Tech, Manufacturing, Gen. Bus - Eng. & Construction
350+ Employees: Oracle Cloud, NetSuite, PeopleSoft/EBS Certified Global Consultants and BI/Analytics & Big Data
Global Locations:
Headquarters in Pleasanton, CA
Offices in Duluth, GA., Milwaukee, WI., Hyderabad and Bangalore (India)

4. Oracle Solutions Partner Qualifications & Experience Summary
Oracle Platinum
Partner, NetSuite and
Cloud Partner with
350 + employees
including certified
consultants in the US
and globally.
Extensive Oracle
multi-platform &
industry experience
with ERP, EPM, SCM,
PPM, CRM &HCM
working with Install-
base and Greenfield
Multi-pillar
functional experience
and technical
integration
capabilities across all
Oracle and NetSuite
platforms.
Competitive Fixed
Price
Implementations,
Proven Migration
Tools, Roadmap
Assessments with
industry POV’s/ROI’s.
Quality global delivery
with SmartERP
employed consultants
in the US, offsite and
offshore available
globally at very
competitive rates.
Digital E-mail &
Webinar Campaigns
including: Oracle &
NetSuite Competitive
Accounts, Use-Cases,
Industry POV’s and
Solution updates.
Complete portfolio of
Oracle Cloud & NetSuite
Services including:
advisory,
implementation,
optimization,
integration and support.
SmartERP is committed
to being responsive,
investment minded,
quality delivery focused
while providing flexible
contracting options in
order to earn our clients
trust and business.
Cross-industry Oracle/NetSuite services partner with quality global resources, references and extensive
ERP implementation experience and our proven commitment to NetSuite and our client’s success.

5. Industry and Domain Expertise
General
Business
Professional
Services
Manufacturing
Retail/CPG
High Tech and
Software
Wholesale
Distribution
SmartERP has relevant domain expertise across a
range of the industries and micro-verticals we serve:
• Wholesale Distribution – Wine Distribution, Industrial Products,
Solar, Electrical and Furniture Supply
• Professional Services – Consulting, Insurance, Staffing & Legal
• Hi-Tech, Fin-Tech and Software – SaaS, Platform, Web
Applications
• Retail – CPG, Food and Beverage,
• Manufacturing – Industrial, Semi-Conductor, Lifesciences –
Pharma, Bio-Tech and Medical Devices
• General Business - Higher Education, Green Energy & Solar and
Engineering & Construction and Entertainment & Gaming
• Services include: Oracle Cloud and NetSuite Suite Success
implementation services along with strong project management,
process improvement, change management and
customization/integration/development capabilities.

6. Cloud, NetSuite, On-Prem
ERP Implementation,
Process Improvement,
Technology Integration and
Application Support:
ERP, CRM, SCM, PPMHR &
Payroll and Commerce
Cloud Readiness, ERP
Roadmap and Migration
Assessments:
Functional/Technical
Workshops, Cloud Roadmap,
Estimates, Timeline, Cost
(TCO/ROI)
SuiteSuccess Offerings:
Fixed Scope, Price and
Timeline, Accelerators, Tools,
PaaS & Migration Strategy
Wholesale Distribution
Professional Services
Retail/CPG
High-Tech, Fin-Tech, IT
Services and Software
Manufacturing
Higher Education
General Business:
Higher Ed., Green Energy,
Solar, Engineering &
Construction, Media and
Gaming
6
SmartERP Oracle Cloud Services and Solutions Practice
Functional AreasOracle Services Industries
ERP – Accounting/Finance/
Planning and Budgeting
SCM – Procurement, OM,
Fulfilment, INV,
Supply/Demand Planning,
WHM and Logistics
Manufacturing and Projects –
MRP, Shop Floor, Project
Management, Project Fin,
Contracts/Billing and Time
CRM – Sales, Market & Social
HCM, HR, Talent and Payroll
PaaS – Integration and Dev
Oracle Cloud, NetSuite,
Peoplesoft and EBS
Optimization, Upgrade,
Implementation and Support
Services:
ERP/EPM/SCM/PPM/HCM/CX
Big Data/Business Intelligence
and Analytics Services
Application Support
ERP Custom Solutions:
ERP Gadget, Smart Workflow,
On-Boarding, E-Verify, Personnel
Action Request Forms, GDPR
Segregation of Duties, Avalera
Tax Adaptors and Smart Talent
Procurement Solution
Services/Solutions

7. Oracle Cloud and NetSuite Service Areas
ERP - Accounting & Financials and Planning & Budgeting
SCM - OM, INV, Planning, Procurement & Manufacturing
CRM – Sales, Marketing & Social
Suite Commerce - Web Store, B2B & B2C
HCM – Suite People - HR and Payroll
Platform – Reports, Dashboards, Business Process Automation,
Workflow, Customizations & Integration
GRC/GDPR
BI/Analytics and Big Data
PaaS – Customizations, Integration and Development
SmartERP provides the following:
 Oracle Cloud and NetSuite Implementations
and Cloud Roadmap Discovery Workshops
and TCO/ROI
 Fixed Services Offerings which drive rapid
low cost cloud implementations
 Oracle Cloud Lab Environments for
Conference Room Pilots (CRP’s) and Demo’s
to expedite discovery sessions and testing
efforts throughout the implementation
 Industry focused functional application
extensions and complex integration
 Using tools and accelerators to reduce user
participation time and increase efficiency
 Application Support & Training to ensure you
are getting the most out of your solution
(Renewals and Additional Modules)
CloudServicesOfferings
Industry – WSD, Professional Services, Retail, Manufacturing,
Hi-Tech, Software and Higher Education

8. ERP Assessment and Cloud Roadmap/Migration Services
As part of our Transformation Advisory Services, we provide ERP Health Checks, Cloud
Readiness Evaluations and ERP, Migration, Roadmap and Business Case for Change
Assessment Services which is outlined below:
 This engagement addresses your current ERP functional and technology environment and
we are able to leverage 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, update, re-install or replace your existing ERP platform.
 We will deep dive on your current ERP application portfolio and provide recommendations,
options and estimates associated with a NetSuite roadmap.
 The roadmap includes software, implementation and support options, timelines, resource
and cost estimates including a TCO/ROI analysis for optimizing your NetSuite platform.

9. 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 developmentAssessment Plan development
Define
approach
TCO
development
Validate
approach
Define
problem
Define To-Be
solution
options
Assess
current state
Define
12/17/2019 9
Our ERP Assessment and Cloud Roadmap/Migration Approach

10. Why SmartERP for your NetSuite Implementation
FULL
LIFECYCLE
SmartERP enables
the full lifecycle of
your business:
• Consulting
• Solutions
• Implementation
• Integration
• Optimization
• Education
• Application
Support
INDUSTRY
EXPERIENCE
Our consultants
have deep
experience at the
industry and
micro-vertical
levels.
• Wholesale
Distribution
• Professional
Services
• Manufacturing
• Retail/CPG
GLOBAL
REACH
Our Global
Delivery Center
includes several
locations around
the world.
NETSUITE
EXPERTISE
We have
certified
NetSuite
consultants
globally in the
NetSuite
ecosystem.
END TO END DEPTH KNOWLEDGE SCALEPROVEN
SUITE
SUCCESS
SuiteSuccess
is a set of
processes,
activities and
systems that
offers a staged
pathway for
success.

11. NetSuite Scalability and Flexibility
MANUFACTURING
WAREHOUSE
MANAGEMENT
SUPPLY
CHAIN
MANAGEMENT
ERP and
Commerce
INVENTORY
MANAGEMENT
SRP
TIME &
EXPENSE
PROJECT
ACCOUNTING
PROJECT
MANAGEMENT
RESOURCE
MANAGEMENT
CORE BUSINESS
CUSTOMER MANAGEMENT
ORDER MANAGEMENT
GLOBAL FINANCIAL MANAGEMENT
BILLING MANAGEMENT
REVENUE MANAGEMENT
 Single Cloud code-base allows for rapid
delivery of functionality
 Tax rates, accounting rules, new business
models
 Business processes can be changed
rapidly by mere mortals
 In a changing world, if you can’t change
your business system, how do you expect
to compete?
 Customization is not a dirty word: only way
to tailor your “last mile”
 Every business is unique and has
customized the system in some way
 Customization is your (and our) competitive
advantage

12. NetSuite Sample Implementation Framework

13. Enablers
Customer Team
Infolets
IT Teams Business Analysts Business Users
Implementation Phases Design Validate Deploy
Agile Iterative Design, Develop and Configure
User
Configuration
Data
Security
ManageData
Access
RoleBasedCentralSecurityConsole
Template Driven
Discovery Workshop
Enterprise Structure
Definitions
System Configuration
Conference Room Pilot
(CRP 1)
Map Cloud System to
Customer Business
Processes
DetailedFunctional
Configuration
SampleDataConversion
CRP1 CRP2
Conference Room Pilot
(CRP 2)
Fully Configured
Business Processes,
compliance Testing
Early Realization of ROI
Production System
Configuration
Final Data Conversion
GO-LIVE
Project and Change Management & Knowledge Transfer
Mobile
Iteration
Cycle # 3
UAT
Iteration
Cycle # 1
Iteration
Cycle # 2
Testing Automation Accelerators Social
TransitionConfigure
SmartERP Oracle Cloud Implementation Methodology

14. Our Recent Oracle Cloud ERP
References and Resumes

15. Samples of our Cross-Industry Client Successes
Wholesale Distribution and
Retail (Building, Solar, Furniture,
Electronics, Wine, Food and Bev)
Professional Services &
General Bus. (Staffing, Legal,
Education, Eng. & Construction)
Manufacturing, Hi-Tech, Fin-Tech and
Healthcare (Industrial, Hi-Tech and Semi-Con
Lifesciences, Pharma, Bio-Tech & Healthcare

16. Recent SmartERP Oracle Cloud Client Successes
ERP/PBCS/SCM HCM
CX
Engagement Cloud
(Sales/Service)
Marketing, Social
PaaS/IaaS

17. PetersenDean ERP, EPM, SCM and PPM Implementation
A Prominent Roofing and Solar Construction Company – Contact: President and COO – We can coordinate the reference call based
on everyone’s mutual availability.
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.
Problem and Challenges:
 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.
Benefits (Business and IT):
 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 – Financials & Workforce Planning and Budgeting, 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.
 Petersen Dean is now moving forward with SmartERP on Oracle Cloud HCM & CX requirements
definition efforts.

18. Global Development Group – ERP, EPM, SCM & HCM
A Prominent Facility Management Company in UAE – Contact: Mihail Prilepchanski, Dir. Facilities - We can coordinate
the reference call based on everyone’s mutual availability
About Customer:
 Based out of Abu Dhabi, UAE.
 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.
Problem and Challenges:
 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
Benefits (Business and IT):
 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

19. Rogers Corporation– ERP, SCM and Manufacturing
A Leading Rigid Packaging Supplier– Contact: Anand Srinivasan, Director, Enterprise Applications - We can coordinate
the reference call based on everyone’s mutual availability
About Customer:
 Based out of Chandler Arizona.
 Customer is a 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.
Problem and Challenges:
 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

20. Berlin Packaging – ERP & SCM
A Publicly Held Global Manufacturing Company– Contact: Chuck Macke, Director of IT Applications - We can
coordinate the reference call based on everyone’s mutual availability
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.
Problem and Challenges:
 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.
Benefits (Business and IT):
 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

21. ACI Worldwide Cloud Fin, SCM and PPM Implementation
ACI Worldwide delivers real-time, any-to-any electronic payment solutions to banks, intermediaries, merchants and billers.
Contact: Greg While VP Accounting – We can coordinate the reference call based on everyone’s mutual availability
About Customer:
 Based out of Omaha, NE
 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
and merchants preventing fraud with our solutions
Problem and Challenges:
 The client wanted to replace 12 year old implemented Oracle 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.
Benefits (Business and IT):
 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

22. David Testa, Oracle Cloud Vice President
Role: Relationship Executive and Delivery Officer in Charge – San Fran
Summary
 Mr. David Testa is the North America Oracle Cloud/BI Services Vice President
at SmartERP Solutions. Previously, he was Vice President of Oracle Sales and
Delivery at Hitachi Consulting for 6 years and a Partner with IBM Global
Business Services for 9 years. Mr. Testa specializes in the sales and service
delivery of the entire Oracle on premise and SaaS solution software suite
including: Oracle’s EBS, JDE and PeopleSoft install base along with the multi-
pillar Cloud offerings including: Cloud ERP/EPM - Financials, Procurement,
SCM, Manufacturing, EPBCS, HCM and CX. This also includes Planning
Central, Enterprise Performance Management, PLM, business intelligence,
data management PaaS and IaaS Cloud solutions and capabilities.
 Mr. Testa has demonstrated experience with client business and technology
transformation initiatives and has successfully managed many multi-million
dollar global business, technology and Oracle solution implementations. He
has also led many business and IT strategy engagements in the following
areas: IT strategy and alignment, project and change management,
architecture, business intelligence and analytics, supply chain management,
application development and global application management services over
the last twenty five years.
Knowledge
 Technologies: Oracle Cloud ERP and EBS across all functional processes areas and
modules including: Financial, Supply Chain, Human Capital and Customer
Relationship Management.
 Functional Expertise: Financials, SCM, Manufacturing, Transportation, Inventory,
Warehouse, Distribution, Fulfillment, Business Intelligence and Product Life Cycle
Management.
 Industry Expertise: Engineering and Construction, Public Sector, Retail,
Distribution, High-Tech Manufacturing, Electronics, Education and Healthcare
Experience
 Global Manufacturer and Distributor of High - Tech Network Products
• Relationship Partner Executive responsible for the executive relationship development,
sales and delivery of multiple initiatives over a 3 year period including:
• Led a Business and IT Strategy engagement to help establish a global 3 year IT roadmap
and business case.
• Led the sales and delivery for a 3 year Oracle and custom applications management and
support project including all O2C, P2P, D2B Oracle modules and customizations.
• Led the sales and delivery of a global Oracle multi-organization financial enablement
project across 3 global locations including the US, Singapore & Europe.
• Led the sales and delivery of an Oracle Agile PLM into an existing Oracle EBS 11.5.10
environment and expanded the Configure to Order, Assembly to Order and Pick to Order
fulfillment functionality.
 National Discrete Manufacturing Company
• Relationship Partner Executive responsible for building executive relationships and
delivering a 19 month Oracle EBS R12 upgrade including expanding the Oracle footprint to
include process manufacturing, supply chain and transportation management.
• Led the sales and delivery for the implementation of Oracle EBS R12, Hyperion Financial
Management across 3 US locations.
• The focus was on standardizing the financial business processes across each location and
streamlining the month end and year end close process.
 Global Manufacturer of Medical Devices and Instruments
• Executive Lead and Partner oversight of an 18 month global Oracle upgrade including a
global design, build and deployment effort across 4 global locations
• Led a 12 person team and provided functional consulting and workshop facilitation
assistance along with quality assurance reviews.
• Participated in executive steering committee meetings and risk mitigation reviews.
• This was the only business and IT project in the company’s history that came in on time
and on budget.

23. Sunny Kaul, Project Manager
Role: Oracle Cloud Project Manager – San Fran
Summary
 Mr. Sunny Kaul 12+ years of ERP & HCM Consulting and Project
Management experience. Sunny is a Sr. Director, Program Manager
and an HCM Functional Lead Consultant. He has worked across the
entire Oracle HCM suite of modules in PeopleSoft and Oracle Cloud.
He specializes in compensation, recruiting and onboarding and is
familiar with each of the HR process across multiple industries.
Previously, he was a Lead HCM Consultant at IBM for 2 years, ADP for
2 years and Mahindra Satyam for 4 years. He currently represents and
leads various engagements related to implementation and
maintenance of Oracle HCM Cloud (SaaS), PeopleSoft and SmartERP
proprietary Smart Solutions, projects. Sunny is a seasoned HCM
subject matter expert, with hands-on consulting experiences on the
latest version of all the software offerings. His core strengths are
customer facing roles that expect Presales, Discovery-Workshops,
Requirement-Gathering, Fit-Gap-Analysis, Delivery-Management and
Typical Project-Planning/Management contributions.
Knowledge
 Technologies: Oracle HCM Cloud, PeopleSoft HCM
 Functional Expertise: Core HR, Payroll, Benefits, Onboarding, Offboarding
 Industry Expertise: Higher Education, Public Sector, Health Care, Hospitality,
Staffing,Retail, Distribution, High-Tech Manufacturing and Electronics
Experience
 Program Manager – SmartERP Solutions Inc. (6 years and counting)
• Leading and managing implementation project teams across various technology
platforms like Oracle HCM Cloud, PeopleSoft, Smart Solutions.
• Hands-on consulting experience with up to date knowledge on the latest releases
of the software versions.
• Strong focus on Customer centric, Management, and Product Development roles.
 Lead HCM Consultant – IBM Global Services (2 years)
• Leading and managing implementation project teams in the PeopleSoft HCM
space.
• Hands-on consulting experience, specially requirement gathering, Fit-Gap-
Analysis, Configuration and Walkthrough Workshops.
• Strong focus on customer focused roles.
 Lead HCM Consultant – ADP (2 years)
• Leading product development efforts for the HCM part of the solution.
• Hands-on solution development experience
• Strong focus on product/solution development.
Lead HCM Consultant – Mahindra Satyam (2 years)
• Contributing as a team member on various PeopleSoft HCM Implementation and
Support projects.
• Hands on SQR reporting and PeopleCode exposure.
• Strong focus on learning and implementing PeopleSoft’s HCM offering.

24. Steve Canter, Oracle SCM Cloud Delivery Practice
Role: ERP Cloud SCM Lead - Chicago
Summary
 Mr. Steven Canter has over 35 years of Information
Technology experience, including over 25 years working
with ERP implementations and upgrades and with
Business Intelligence applications.
 Mr. Canter has functional knowledge and experience
with the full breadth of SCM applications including Order
Management, Inventory/Warehouse Management,
Transportation Management, Manufacturing, SCM
Planning, and Procurement.
 As one of the Leaders of the Quest Oracle Community
Supply Chain management Special Interest Group for
over 17 years, Mr. Canter has worked extensively with
Oracle SCM clients as well as acting as a liaison between
Oracle customers and Oracle Product Strategy and
Development.
 Mr. Canter has worked with clients in many industries
including Industrial Manufacturing, Wholesale
Distribution, Healthcare, Retail, and Government sectors.
Selected Experience
• ERP upgrade for a major pharmaceutical company.
• ERP upgrade for a global, publicly held industrial
manufacturing company.
• ERP upgrade and implementation of a mobile inventory system
for a large university hospital.
• A series of projects to integrate newly acquired company onto
the single ERP instance of a global manufacturing company.
• Implementation of SCM solutions for a distribution company
into greenfield locations in Japan and South Korea.
• Implementation of an SCM Planning solution for a process food
manufacturer.
• Performed an SCM evaluation for a global manufacturing
company and then led a series of projects to implement the
recommended solutions.
• Provided managed services and functional production support
to a variety of companies in multiple industries.
• A former CIO of a $1 billion manufacturing and distribution
company, Mr. Canter has a deep understanding of the
challenges faced by SCM companies as well as best practices in
those industries.

25. Praveen Panakanti, SCM/PPM Solutions Architect
Role: SCM/Project Execution Management Delivery Lead in Dallas
Summary
 Praveen Panakanti has 18 years of experience working on
Projects Suite and Contracts and PPM Cloud modules.
Praveen is a subject matter expert, with hands-on
consulting experiences on the latest version of all the
software offerings. His core strengths are customer
facing roles that expect Presales, Discovery-Workshops,
Requirement-Gathering, Fit-Gap-Analysis, Solution
Architecture and Delivery.
Knowledge
 Technologies: Oracle PPM Cloud, Enterprise Contracts,
Financials, Subscription management
 Functional Expertise: PPM, Enterprise Contracts,
Integrations with Financials and Supply Chain
Management, Subscription Management
 Industry Expertise: Tele-communication, Financial
Services, Engineering and Construction, Transportation,
Manufacturing
Experience
 Projects Lead– Solar Power and Energy Services Industry
• Lead the Project Financials and Execution management
implementation in co-ordination with Enterprise Contracts
and Financials
• Drive Pilot sessions with client to demo the designed
functionality
• Hands-on consulting experience with expertise in hands on
system configuration of Oracle Project Suite Applications and
Enterprise Contracts
 Projects Solution Expert– Financial Services Industry
• Lead Project Financials , Enterprise Contracts and Execution
management modules
• Heavy focus on designing solutions, lead meetings and
manage sessions
• Lead the conversions effort in moving legacy data into
Oracle ERP
 Solution Architect– Financial Service Industry
• Design Project Financial Management in co-ordination with
Financial Suite of modules
• Heavy focus on running Conference room Pilots, designing
custom reports and conversions

26. SmartERP Recognition and News
Oracle Recognition:
https://solutions.oracle.com/scwar/scr/Partner/SC2PP-SMARTERP.html
1. Cloud Excellence Implementer
2. Cloud Platform Ready
3. Specializations
4. Oracle Exastack Optimized
5. Oracle Exastack Ready
6. Oracle Validated Integrations
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/prweb16600863.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
Videos:
HMS Testimonial – Choosing SmartERP for Cloud
https://vimeo.com/371270156
Doris Wong, CEO partner with Oracle
https://vimeo.com/306243225
SmartERP Secures Its SaaS on Oracle Cloud
https://vimeo.com/316666691
SmartERP Secures Its SaaS on Oracle Cloud NetSuite
https://vimeo.com/330116619
https://www.smarterp.com/company/testimonials
We run our business on Oracle Cloud

27. 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 15 years of
experience working with clients
implementing, integrating & supporting
ERP Solutions.
 Passionate consultants with hands on
industry, process and Oracle on-premise
and Cloud platform experience.
 We bring significant value to the quality
of the work product we deliver and
service we provide our clients.
 We have extensive ERP experience with
over 250 implementations under our belt.
 We have proven Oracle Cloud
implementation, integration, development
and support experience across each of the
Oracle ERP, EPM, SCM, PPM, HCM & CX
platforms.
 SmartERP is also a NetSuite Alliance Partner
with strong implementation and integration
across each NetSuite SW bundle.
 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.

28. Why Partner with SmartERP?
 Our Oracle Partnership and Global Practice – We have a dedicated global Oracle Cloud and NetSuite
implementation team and we are a long term Oracle Platinum Partner and Standard 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
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 and
business.
EDI at Regeneron
 900+ Transaction – Trading
Partner combinations
 EDI Translator Software is
IBM Sterling
– Implementation in
process
– Pilot of 820 payments
underway with 2
customers
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