Introducing a new procurement platform such as Oracle Cloud results in standardisation of the customers procurement processes. As with any Oracle ERP Implementation, the business processes have to be mapped to the ERP system processes, not only that but also the users need to be educated on what the art of possible is on the new ERP platform and the innovations and improvements such solution can bring. Therefore, a sequence of workshops are required with the business users to bring them all on the same page and collaborate with them for the new business processes. In this article we are sharing our experience of the typical workshops that we conduct to ensure the buying-in for the users.
Workshop 1: Self Service Procurement
Agenda:
Requisitions-
- Terminology and Key Concepts
- Overview on Self Service Procurement application and offering features
- Integration touchpoints with other applications
- Process Walkthrough
- Create Catalog Requisition via Requisition Line entry using an expense item code
- Create Catalog Requisition from Browsing Categories (Shop by category using local catalog)
- Create a Non-Catalog Requisition using Smart Forms
- Create a Requisition by duplicating an existing purchase requisition
- Edit requisition via Change Order
- Requisition Approval by adding Adhoc approvers with approval comments
- Approval Actions by approval participants such as Approve, Reject, Reassign
- Managing and monitoring Requisition Lifecycle
- Content Zones
- Smart Forms
- Information Templates
- Setting up of Requisition Preferences
Target Audience: Customer Procurement Team SME/Finance Team SME /Production Team SME/ IT Team
Workshop 2: Supplier Management
Agenda:
Supplier Management
- Supplier Registrations
- Supplier Profile
- Supplier Communications
Supplier Portal
- Acknowledge Agreements and Purchase Orders
- Send Advance Shipping Notices and View Receipts
- Orders & Agreement
- Shipments
Supplier Qualification Management
- Manage Questions
- Manage Qualification Areas
- Manage Qualification Model
Target Audience (Beneficial to the following teams): Customer Procurement Team SME/Finance Team SME /Production Team SME/ IT Team
Workshop 3: Introduction to Core Purchasing/Inventory
Agenda:
Purchasing
Terminology and Key Concepts
Local Catalog
- Catalog Category Hierarchy
Inventory Process
- Purchase Orders
- Agreements
- Customer
- Procurement Agents
- Procurement Managers
- Customer Assignment Rules
Process Walkthrough
- Process Requisition into a Purchase Order document.
- Create and Manage Blanket Purchase Agreements and their lifecycle.
- Create and Manage Contract Purchase Agreements and their lifecycle.
- Create and Manage Purchase Orders and their lifecycle.
- Customer reassignment for orders.
- Purchase Order and Agreements approval management.
- Expense Receipts and Returns.
Target Audience (Beneficial to the following teams): Customer Procurement Team SME/Finance Team SME /Production Team SME/ IT Team
Workshop 4: OTBI Reports and Infolets
Agenda:
- Overview of Infolets/Dashboards and OTBI reports.
Target Audience (Beneficial to the following teams): CUSTOMER Procurement Team SME/Finance Team SME /Production Team SME/ IT Team
Workshop 5: Integration Workshops
Agenda:
- Understand the existing in-house systems and the integrations required.
- Walkthrough of the existing in-house systems and their functionalities by Customer team.
- Discuss on the integration points and integration types required.
Target Audience (Beneficial to the following teams): Customer Procurement Team SME/Finance Team SME /Production Team SME/ IT Team
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