SmartERP Peoplesoft Cloud Readiness and Migration Roadmap Services Overview

1. SmartERP
PeopleSoft Cloud Readiness and Migration
Roadmap Services Overview
David Testa
No. America Oracle Sales VP
415-509-3370
David.testa@smarterp.com
May, 2018

2. Introductions - SmartERP Sales and Delivery Team
 David Testa – No. America Oracle Sales Vice President
 25+ years of experience selling and implementing Oracle ERP solutions and services across multiple industries
 Role: Relationship Executive
 Raam Ramachandran – Oracle Cloud Chief Delivery Officer
 20+ years of Oracle implementations delivery experience across multiple Cloud and On-Premise Oracle platforms
 Role: Officer in Charge of Cloud Delivery
 Venu Chillarige – Oracle ERP Cloud Delivery Practice Leader
 25+ years of Oracle implementations delivery experience across multiple Cloud and On-Premise Oracle platforms
 Role: Officer in Charge of Delivery
 Vinod Kumar – Oracle HCM Cloud Delivery Practice Leader
 17+ years of experience implementing and managing Oracle HCM ERP solutions
 Role: HCM Cloud Product Configuration Lead
 Sunny Kaul – Oracle HCM Cloud Delivery Practice
 12+ years of Oracle HCM Delivery experience architecting and implementing Oracle HCM Solutions
 Role: HCM Cloud Functional Lead

3. Agenda
Our Oracle Services, Solutions, Successes and Industry Capabilities
Cloud Migration Roadmap Approach
Introductions and SmartERP Company Overview
Guiding Principals, Success Factors and Why Partner with SmartERP?
Cloud Readiness and Migration Roadmap Services Overview

4. SmartERP Company Overview
Founded in 2005 by former Oracle Executives, Architects and Consultants
Oracle Platinum Partner with certified consultants in Cloud ERP, EPM, PPM, SCM, HCM, CX, BI and PaaS/IaaS
Oracle modern best practices and expertise in project management, ERP implementations and BI/Analytics
Unique blend of Solutions and Services across the entire Oracle platform – PeopleSoft, EBS, JDE & Cloud
‘Clients for Life’ – High level of Client Satisfaction and Loyalty based on our delivery quality and execution
200+ Clients across various industries – Professional Services, Education, Mfg., Hi-Tech, Healthcare/Lifesciences
350+ Employees: 50+ Oracle Cloud Certified Consultants in US and India
Global Locations:
Headquarters in Pleasanton, CA
Offices in Atlanta GA, Milwaukee, WI, Hyderabad, Chennai and Bangalore (India)

5. SmartERP Solutions and Services
Unique Smart Solutions Unique Smart Services
Employee Onboarding
Electronic Personnel Action and other HR Forms
E-Verify Integration with DHS
ERP Gadget for User Productivity / Experience
Embedded Analytics
Configurable advanced workflow on all transactions
Security/Segregation of Duties
Smart Doc’s such as Smart Voucher, Smart PO
Tax Automation and Vendor Management Solutions
Oracle ERP Implementations for PeopleSoft, EBS and
Cloud – ERP/EPM/PPM/SCM/HCM & CX
Oracle Cloud Consulting Services (SaaS, PaaS, IaaS)
Cloud Application Management Support Services
Business Intelligence/Analytics/Big Data Services
Onshore/Offshore Managed Services
Database Management
Microsoft, SFDC, Custom Application and Product
Development

6. Oracle Cloud Multi-Pillar
Implementations
ERP, EPM, PPM, SCM, HCM, BI
& CX
Cloud Readiness
Assessments/Roadmap and
Migration Tool (EBS/PS)
Functional/Technical
Assessment Workshops, Cloud
Solution Alignment, Roadmap,
SW BOM, Estimates, Timeline,
TCO/ROI
Smart Express Cloud
Offerings
Fixed Scope, Price and
Timeline, Accelerators, Tools &
Migration Strategy
Oracle PaaS Deployment
Application Development
using ADF to extend SaaS
or any custom application
development with Oracle
MAF
PaaS Integration
Oracle ICS/SOA Functionality
Development, Integration,
Testing and Monitoring
PaaS Testing and Lab
Environments
Automated Testing, POC’s,
3rd Party Middleware and
Migration to SaaS
6
SmartERP Oracle Practice
SaaS PaaS
Oracle IaaS Architecture,
Design and Development
Private/Public/Hybrid
Java Cloud Service
Cloud Market Place
Compute, Networking,
Storage and Database
IaaS
ERP/HCM Implementations
PeopleSoft, EBS, JDE & Cloud
ERP/EPM/PPM/SCM/HCM/CX
Big Data/Business Intelligence
and Analytics Services
Cloud Application Lifecycle
Support Services
ERP Solutions
ERP Gadget, Smart Workflow,
On-boarding, E-Verify, Personnel
Action Request Forms,
Segregation of Duties, Analytics
and Tax System ERP Integration
Adaptors Smart UX and VMS
Services/Solutions

7. Oracle Cloud Service Areas
ERP Cloud
HCM Cloud
SCM Cloud
CX Cloud
PPM Cloud
EPM Cloud
GRC Cloud
BI Cloud
Platform As A Service (PaaS)
SmartERP provides the following:
Infrastructure As A Service (IaaS)
 Cloud Readiness Assessments and Roadmaps
 Smart Express Cloud Offerings which drive
rapid cloud implementations
 Design of Conference Room Pilots to
expedite discovery workshop sessions and
testing efforts throughout the
implementation
 Bolt-on solutions on Oracle Cloud Platform
 Using tools and accelerators to reduce user
participation time and increase effectiveness
 Cloud Application Support to ensure you are
getting the most out of your system
SaaSOfferings

8. Sample of our Cross Industry Client Successes

9. SmartERP Oracle Cloud Client Successes
ERP/EPM/SCM HCM CX – Sales,
Marketing & Social
PaaS/IaaS

10. Global Development Group - ERP/EPM
A Prominent Facility Management Company in UAE
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, general trading, PRO services,
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 Cloud : General Ledger, Assets, Receivables, Payables and Purchasing
 Oracle EPM Cloud: Planning and Budgeting Cloud Service and Financial Consolidation
and Cloud Service

11. Westgate Resorts – ERP Cloud Re-Implementation and Support
A Premium Resort in Florida, US
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.
Benefits (Business and IT):
 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
Problem and Challenges:
 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.

12. Mipro Internal Implementation – HCM Cloud
A Prominent IT Services Company in US
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
Problem and Challenges:
Benefits (Business and IT):
 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 Mipro on overall Oracle HCM Cloud implementation
 Oracle HCM Cloud: Core HR, Reporting
 Complex data migration
 Large volume of Data
 Delivered reports not meeting Mipro business requirements

13. Global Development Group – HCM Cloud
A Prominent Facility Management Company in UAE
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, general trading, PRO services,
healthcare, education, energy, communication and financial services.
Problem and Challenges:
 Implementing HCM module functionalities with respect to UAE localization
especially Payroll.
 Oracle HCM Cloud : Global Human Resources, Goal Management,
Performance Management and Payroll
 Conversion, Validation and cleansing of Employee Data from paper to
electronic in the HCM Cloud - English and Arabic
 Handling exceptions in terms of configuration in various modules
 Complex data security requirements
Benefits (Business and IT):
 Lot of savings in terms 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 now available in digital format so information can be pulled out quickly
in the form of reports
SmartERP Solution:
 Streamlined various HR business processes as per the features available in HCM Cloud
 UAE Geography specific future leave salary processing in Payroll Cloud
 Custom Payroll reports were created
 Oracle HCM Cloud: Core HR, Goal and Performance Management, Payroll with UAE
Localizations

14. Industry and Domain Expertise
Higher
Education
Professional
Services
Manufacturing
Healthcare and
Lifesciences
High Tech Public Sector
SmartERP has relevant domain expertise across a
range of the industries we serve:
• Deep industry domain expertise and are able to offer
high caliber industry experience and know-how.
• Services include: process improvement, change
management, operational excellence, and
solutions/services for implementation projects
leveraging Oracle key enabling technologies and tools.

15. Cloud Migration Roadmap
Approach

16. PeopleSoft Cloud Readiness and Migration Roadmap
As part of our Transformation Advisory Services, we provide a PeopleSoft to Cloud Readiness
Evaluation and Migration Roadmap Service which is outlined below:
 This engagement addresses your current PeopleSoft 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 potentially to the Oracle Cloud platform.
 We deep dive on your current PeopleSoft application portfolio and provide
recommendations, options and estimates associated with an Oracle Cloud roadmap.
 The roadmap includes software, implementation and support options, timelines, resource
and cost estimates including a TCO analysis for migrating to the Oracle Cloud SaaS platform.

17. Why Migrate from PeopleSoft to the Oracle Cloud?
Potential Organizational Challenges:
• Revenue recognition, project costing, timekeeping, expenses, planning, budgeting,
forecasting, procurement, finance, regulatory reporting, human resources, on boarding,
benefits, payroll and compensation.
• Using a formalized process or system is seen as an inhibitor by many companies but is
required to manage the business.
• Getting a consolidated view of human capital, financials or other operational metrics is
a manual process with work arounds to derive the desired metrics in reports and
dashboards.
• Global expansion and acquisitions introduce multi-currency, tax and other localization
complexities may mandate updates to your global ERP platform.

18. Potential Business Process Areas of Focus and Improvement
• Order to Cash
• Sales
• Quote and Configuration
• Order Management and Pricing
• Credit Evaluation
• Order Fulfillment
• Pick, Pack and Ship
• Invoicing
• Accounts Receivables
• Collection/DSO/Receive Payment
• Cash Management and Reporting
• Order to Replenishment
• Procurement
• Strategic Sourcing
• Manage Material Supplier Relationships
• Manage Material Requirements
• Manage PO
• Manage WIP and Inventory
• Long Range Planning
• Supply Chain Strategy
• Sales and Operations Planning (S&OP)
• Plan Demand/Plan Supply
• HCM Processes (Recruit to
Retire)
• Payroll and Core HR
• Benefits, Compensation and Time& Labor
• Recruitment
• Onboarding and Offboarding
• Training/Learn
• Appraisals
• Succession Planning
• Retention
• Workforce Planning and Analytics

19. 19
Oracle Cloud Migration Overview
Helping Organizations to make the required transformation from On-Premise Oracle ERP systems (PeopleSoft) to
Oracle Cloud Platform aided by SmartERP proprietary cloud migration tool which reduces cost and accelerates the
time to value
What is this offering about?
Who needs this?
Organizations looking to
take a ‘Baby Step’ towards
Cloud Transformation
1
As a quick Cloud POC to
create a business case for
Cloud transformation
2
Organizations who selectively
move to cloud starting with
reduced complexity Business
Unit / Legal Entity, etc.
3
Organizations where business
process remain standard post
cloud but data migration is
the biggest challenge
4
How it is different?
SmartERP proprietary migration tool
completely automates the most challenging
‘Data Migration’ activity
Frees up SME time and involvement initially
in the Project+ + Reduced Time and Cost than other
conventional offerings
Benefits
 Oracle Cloud Operational in least
possible time
 Key Personnel can be trained using
the cloud instance
 Longer parallel run with existing ERP
before retiring them out
 Early Realization of ROI
 Early detection of risk and mitigation
strategy

20. Oracle Cloud Migration Approach
SmartERP Rapid Cloud Migration from Legacy On-Premise Oracle ERP Systems (PeopleSoft/EBS)
Oracle
ERP/SCM/HCM
Cloud
Configuration Data
Transaction Data
CreatesOracleCloudCompatibleERP/HCM
DataLoaderFiles
Oracle E-Business
Suite
570+
RevenuesClients
PeopleSoft ERP
Configuration Data
Transaction Data
SmartERP Migration
Tool runs on On-
Premise Legacy
Oracle ERP
Databases
Extract Configuration
and Transaction Data
Oracleon-premiselegacyERPSystems
SmartERPMigrationTool
Import file data
into Oracle ERP/HCM Cloud
Allows Business Users to use
Real Time Analytics
And Dashboards
Leverage
Social Platform
Integrate with
Mobile Applications
Integrated
Security Console

21. Cloud ERP Approach
 Iterate requirements
– Solution driven
requirements make
formal requirements
definition obsolete
 Iterative development /
test cycles
– Test Iteration 1 – include
key business scenarios
and preliminary data
conversion
– Test Iteration 2– include
validation testing for
compliance scenarios,
– UAT – includes complete
solution
 Knowledge transfer via
each iteration
Example of ERP and HCM Cloud Migration Scope/Price
• Migrate data of Active employees - Hire row and
latest job information row
• Migration of Enterprise Data
• Migration of Work Structure Data
• Migration of Latest Personal details as-is
• Absence Balances as of Go Live
• Standard out of the box OTBI and BI Publisher
reports available in HCM Cloud
• Migration of General Ledger, Payables and
Receivables related configurations
• Migration of Trial Balance as of the Go Live Date
• Migration of Supplier, Customer and Bank Master
Data as-is
• Migration of the Open Supplier Invoices and Open
Customer Invoices as of the Go Live Date
• Standard out of the box OTBI and BI Publisher
reports available in ERP Cloud
ERP Cloud Migration Scope HCM Cloud Migration Scope
Financials Cloud Migration (EBS/PS to Cloud)
Oracle Financial Cloud Migration from PS or
EBS
Weeks
8
Price
$75,000
HCM Cloud Migration (EBS/PS to Cloud)
Global Core HR + Benefits + Absence
Management Migration from PS or EBS
Global Core HR + Absence Management
Migration from PS or EBS
Weeks
10
8
Price
85,000
70,000

22. PeopleSoft Cloud
Readiness and Migration
Roadmap Services
Overview

23. PeopleSoft Cloud Readiness and Migration Roadmap Objectives
Understand your
PeopleSoft footprint,
functional/technical
gaps and capacity for
current and future
growth.
Translate high level
business goals and
objectives to high
level IT strategy;
plotting a path to
ERP efficiency.
Capture business and
ERP requirements
that can have a
positive impact on
driving overall
growth.
How Oracle modern
best practices can
increase staff
effectiveness,
organizational
improvement and
performance.
Leverage PS & Cloud
SME’s to provide
recommendations for
optimal ERP
functionality,
architecture &
support.
Develop a current
and future ERP
business case and
TCO to plan and
budget your internal
case for change.
Create an ERP
Roadmap based on
best practices with
clear options and
timeline, resource
and cost estimates.
Present your Case for
Change with
confidence based on
solid analysis and
facts on how to
improve your
business.
Driven by best practices and informed by your current state – Develop a “Case for Change”
and a path forward for your organization.

24. Solutions Planning High-Level Methodology
Our approach to 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 cases for
change?
 What are the business priorities?
 What are our solution options (short and long
term?
 What are the solution benefits and concerns?
 What is our vision and best direction?
 How do we deal with our immediate needs?
 Can the solution support our business?
 What are the gaps and priorities?
 How do we close our gaps and measure progress?
 What is our recommended solution options?
 How do we 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?
 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
5/24/2018 24
Our Methodology and Approach for Cloud Migration

25. Cloud Readiness and Migration Roadmap Scope
Business process and systems review; documenting key high
level functional and technical requirements to aide in the
case for change and Cloud roadmap and migration effort.
Components:
 Identify high level corporate business goals and
objectives.
 Document high level business requirements.
 Gather high level current state process and
functional/technical issues (As-Is and To-Be).
 Define functional and technical gaps and requirements
and run migration tools.
 Create high-level ERP and application migration
recommendations and Cloud roadmap to address
business goals and objectives.
 Provide solution recommendations and begin SW,
services, resource and timeline estimates.
Cloud Readiness,
Roadmap and Case
for Change (1 Week)
Final Report and
Executive Presentation
(1 Week)
Complete the ERP Cloud readiness and migration analysis
including the final solution recommendations and Cloud
Roadmap with an executive presentation.
Components:
 Readout of our findings, your business requirements,
pain points and solution option recommendations for
Cloud readiness and migration.
 Cloud Roadmap which will include options,
recommendations and estimates for Cloud software,
implementation services, resources, timelines and
migration considerations.
 Case for Change including pro’s, cons, benefits and a TCO
that can be shared with the lines of business and
leadership team.
 Executive Presentation to Steering Committee.

26. Cloud Readiness and Migration Roadmap Detailed Scope
The scope definition describes the Cloud migration program framework in four dimensions
 Sales
 Purchasing
 Finance
 Controlling
 Master data management
 Payroll
 Talent Management
 SCM……..
 Regions
 Divisions / Segments
 Legal entities
 Plants
 Offices
 Warehouses
 3rd Party Contractors……
 Items
 Suppliers
 Vendors
 Accounts and assets
 Cost centers
 PO’s
 History…….
 Existing Legacy Systems
 Reporting Tool
 ETL Tool
 Integration layer
 Current interaction with any
Third Party / Cloud System
 Data Management and Security
 Migration……
Scenario and Process Data
Organization Application / Technology
Broad Process Scope based on
SmartERP business scenario
and process catalogue
Based on Reporting and
Statutory Structure
Identify Key Setup and
Configuration Elements
Current State and To-Be
Application and System
Landscape and
Recommendations

27. Timeline, Pricing and Resource Estimates
Week 1 Week 2 Week 3Week 4 Week 5 Week 6 Week 7Week 1 Week 2 Week 3 Pricing & Resource Estimates
Cloud Readiness and Migration
Roadmap
1 - 3 Weeks (depends on level of detail)
$10,000 - $25,000
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

28. Detailed Timeline and Deliverables
Know your
Customer (KYC)
PeopleSoft
Functional
Walkthrough
Gather inputs on
Current-State and
To-Be Options
Recommendations
and Case for
Change Estimates
 Discussions to identify and
consolidate Customer pain points,
Challenges, expectations and goals
 Collect high level organization
structure data and critical inputs
through discovery
 Questionnaires and Templates
 Based on customer inputs, identify
the PeopleSoft modules,
functionality and customizations
that will be reviewed
 Review functionality, technical
landscape, processes and collect
feedback
 Use SmartERP Process Catalog to
map current business processes to
PeopleSoft at high-level
 Understand the volume and
complexity of data migration
 List current integrations
 Assess security requirements
 Understand current system
landscape and start framing options
 Final recommendations and options
on PeopleSoft , Product Applicability
and migration alternatives
 Recommendation on PeopleSoft
Products, Modules and options for
improvement including
implementation timeline, resources
and cost.
ACTIVITIESDELIVERABLES
 Filled-in Discovery
Questionnaire
 Demo PeopleSoft and
Oracle Cloud Functionality
based on customer
requirements and potential
gaps
 Current Business Process
Catalog
 Current system and
application landscape
 Integration List
 Provide Roadmap including: SW
module/application/solution
recommendations and services,
resources, timeline cost estimates
 Provide Executive Presentation with
findings, recommendations,
estimates and TCO analysis for
business case for change.
1 - 2 Week

29. Week
SmartERP Driven
Client Involvement
Segment
Assessment
StrategyDev.
PlanDev.
Activities Deliverables
1
» Project Kickoff
» Identify & Interview key Project functional and technical stakeholders
 Overview of current PeopleSoft environment
 Understand business strategy and objectives
 Understanding of desired outcomes and key functional needs and gaps
» Conduct additional working sessions as appropriate
» Gather and review available information (e.g. process flows)
» Summarize current ERP environment, requirements and needs
» Project Kickoff
» Draft Summary of Current
Environment and Needs
» Workshop Schedule
» Participation in:
 Kickoff
 Interviews
 Working sessions
» Respond to Information
Requests


2
» Continue to review available documentation and follow-up with Client
functional and technical resources where needed
» Finalize Roadmap including software, services, timelines, resources
estimates, benefit analysis and TCO
» Executive Client Presentation – Roadmap and Recommendations
» Summary of Current
Environment, needs and options
» Key Questions and Evaluation
Areas for other solution options
» Participation in:
 Follow-up sessions / interviews
 Final reviews and validation

Week 1 -2 Expectations

30. Guiding Principals , Success
Factors and Why Partner with
Smart ERP for your Cloud
Migration Journey

31. Guiding Principals and Critical Success Factors
• Business Value, Executive Involvement and Governance
• Executive leadership clearly supports and links to stated business goals and vision
• Is developed collaboratively between business and IT and involves all relevant stakeholders
• Considers evolving market trends, technology trends, and likely industry scenarios
• Clearly defines the scope, timeframe, and expected outcomes of each initiative
• Establishes clear lines of accountability and governance
• Return of Investment, Efficiency and Collaboration
• Uses rationale supported by evidence/data and is well-grounded in economics
• Drives more direct linkage between business and IT decisions and investments
• Sets up or establishes business case for proposed actions/initiatives at corporate and agencies
• Enterprise Architecture, Integration and Technology
• Defines architecture blueprints and/or product selections as patterns for implementation
• Includes an appropriate level of innovation and integration given the current state, business goals,
technology and management philosophy
• Execution, Business and IT Roadmap and Change Management
• Is technically, culturally, economically, and organizationally feasible
• Creates plan and team structures between business and IT to maintain proper alignment of this
business initiative
• Includes a change management process for continual checkpoints to periodically validate the plan,
actions and results
1. Business Value.
Where does/could information &
technology produce value for the
enterprise?
2. Return.
How can the enterprise maximize
the return from its investment in
business, information and
technology?
3. Architecture.
Which technologies best produce
value for the enterprise and how
should they be leveraged?
4. Execution.
How is information and
technology most effectively
delivered to the enterprise?

32. Why SmartERP?
 Our Oracle Partnership and Global Practice – We have a dedicated global Oracle Cloud
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 implementation capabilities.
 Proven Oracle Solutions and Services Delivery Capabilities – We have successfully delivered
many Oracle projects over the last 13 years. These projects have spanned multi “pillars” within
the Oracle application footprint – 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 also leveraging our
Cloud accelerators and tools to expedite the implementation driving a faster time to value and
ROI.
 Our Commitment to Invest in our Partnership - We will create a “One Team” environment that
aligns with your company culture to form a Strategic Partnership.
 We are committed to earn your trust by being responsive, put skin in the game, provide
competitive pricing and flexible contract terms in order to be in a position to compete.
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

33. Thank you