Sample presentation. Source: Various content from web Created by vr4U Global team

1. Customer Name
Outsourcing
April 23, 2009
© Copyright 2009

2. Customer Name
Proposal agenda
0. Executive Summary
1. Supplier Background and Company Financials
2. Customer Base and References
3. Pricing Structure
4. Implementation Services
5. Supporting Information
6. Invoicing
2 Presentation Title | Confidential | 19-Aug-12

3. Customer Name
The xxx group and xxx are living the same values
Passion to excel Dedication to every client's
We have the commitment success
and drive to pursue ever
higher standards of
excellence and we celebrate Innovation that matters, for
success our company and for the
World
Innovating for customers
We relentlessly pursue new Supplier
is committed Trust and personal respon-
ways to add value to external sibility in all relationships
customers to complement
customer Diversity to maximize
Empowering people values
People are given the space potential contributions of all
to contribute and grow segments of the population
Thriving through diversity
Diversity results in enriched
collaboration and enhanced
solutions
2007: ~xxx €
The cooperation of customer and supplier in figures
2008: ~xxx €
3 Presentation Title | Confidential | 19-Aug-12

4. Customer Name
Software template implementation and roll out for spare
parts business
Key Challenges
Strategic
Supplier xxx
 Complex template design and build Strategic Planning
 Template and Roll out project in parallel
 Integrate supply chain execution, planning,
optimization and FI/CO processes in end-to-end
solution
 Performance to meet business driven planning
cycles (online, daily, weekly)
xxx APO
xxx APO xxx APO
Global
Demand Material Tactic
Availability
Planning Planning
Supplier Solution Check
 Software based template (SD, MM, FI/CO, APO),
leveraging supplier xxx and supplier GD
development factory
 Dedicated integration and template management
 Holistic performance improvements with Software,
supplier Oracle and hardware specialists
 Duration and size: 100 months, 10-50 FTE xxx
Purchase-to-pay/Order-to-Cash Operative
Finance-Controlling
4 Presentation Title | Confidential | 19-Aug-12

5. Customer Name
Software template design and implementation as well as roll
out for the entire business of a “Supermajor” of Oil Industry
Key Challenges PRD Production Environment
 Complex legacy system landscape with more than
160 ERP and 120 management information
systems
 Development of operational and functional R3K MIW
excellence in all business activities
 Implementation of simple, standardized systems
and processes through Global Software
programme
 Complex template design/build – global roll out
EMS
XIF
CRM
SRM
Supplier Solution CCM
SUS
 Software based template (SD, MM, PP, WM,
EH&S, QM, FI/CO, APO DP, APO SNP, etc.) plus
Connected Application Portfolio
 Standardized reporting KPIs and measurement APO LCA
methods
 Centralized target structure and centralized
support structure
 Duration and size: 15 years, 2500 FTE, 8000 EPI EPX
business users worldwide in 30 countries
5 Presentation Title | Confidential | 19-Aug-12

6. Customer Name
Supplier consolidated APO project list worldwide
APO Implementation Project Count by Module (Percent) APO Implementation Project by Region
SNC (ICH), 1.03 Count of region – IOT
TLB, 0.52
BW, 6.19 SPP, 0 53
TP/VS, 1.55
GATP, 7.73
We have a strong
Strong presence in
experience in core
Americas region
PP/DS, DP, APO modules – DP, 14 14
10 with Asia and NE
18.04 37.63 SNP, PP/DS, and 5 IOT come second
GATP
NE IOT
Japan
SW IOT
Pacific
Americas
Asia
(AG)
SNP, 27.32
APO Implementation Project by Industry (Percent)
Banking, 1
Healthcare, 2 Energy & utilities, 1
Telecomm, 3
Retail, 4
Automotive, 5
Life CPG,  120 projects in over 26 countries
Sciences, 31 Industrial sector  23 new/ongoing APO projects in 2008
10 has the most APO (15% more compared to last year)
Chemical & implementation!
Petroleum,
11
Electronics, 19
Industrial products,
13
6 Presentation Title | Confidential | 19-Aug-12

7. Customer Name
Supplier services and our guiding principles (1/2)
 Supplier primarily acts according to required customer method in line with supplier
Method and based on experiences from comparable projects. The supplier Ascendant
method combines the common project phases and the required business and
organizational requirements in a Work Breakdown Structure (WBS) and Work Product
Descriptions (WPD) & Deliverables (DCDs)
 Work Breakdown Structure (WBS) recommends to define the phases, activities and
tasks for each application. For each phase and for each application should be agreed
milestones and the relevant deliverables. The deliverables should be reviewed and
signed off by customer. The sign off should be the start of the following phase
 Business decisions will have to be made very quickly. We assume that the project team
will be empowered to take the vast majority of decisions and will be staffed
accordingly from the customer side
 A main supplier objective is to enable standardization, knowledge sharing and
synergies across the program in order to maximize the benefit and value proposition
for customer. The cooperation with external partners will be based on clearly defined
roles and responsibilities
7 Presentation Title | Confidential | 19-Aug-12

8. Customer Name
Supplier services and our guiding principles (2/2)
 The functional specification can be handed over to any qualified Software developer in
order to immediately start the implementation of the target system. Therefore the level of
detail regarding the documentation should be based on the efficient guidelines provided
by the Ascendant/A Software methodology
 Customer and supplier have agreed to involve Global Resources with respect to the
required project staff. The Global Delivery team as well as the on-site team members will
be involved into the local project team in Munich. The Global Resources may participate
offshore from India, too, depending on the requirements of the current project step. This
includes also service and support tasks that may require a 24-hour availability of the
project team
 Supplier will support the project team of customer with a highly qualified team of
professionals including an on-site service in combination with an offshore team. The
supplier project team comprises staff from supplier
8 Presentation Title | Confidential | 19-Aug-12

9. Customer Name
4.1 Software ascendant: Phase 0 – Market Initiation
Solution Business Cluster Go Live and
Market initiation Realization
preparation blueprint preparation support
Objectives
 The purpose of this phase is to compare exiting environment to the Template Systems startup requirements, and to
prepare and execute a plan to close these identified gaps. The gaps are focused on Infrastructure, Data Standards,
Data Management and Data Cleansing. Additionally, it is also the time to complete the high level scope, plan and
resource requirements for the project so that:
– The appropriate Initiative Rationalization can be completed prior to Solution Preparation stage, and
– Any early and significant issues with implementation of Template Systems can be called out and properly
prepared in advance of Solution Preparation
Work packages Sample Key Deliverables/Results
 Market Data Initiative  Early Adoption of Data Standards
 Infrastructure Planning and Deployment  Data cleansing completed
 Local Support Organization Planning and Implementation  LAN/WAN Deployment strategy
 Market Application and System Landscape Integration  Market Application and System Landscape strategy
 Market Initiation Planning and Rationalization  Local Support Organization Design
 Transition Management  Market core project team established
 Completion Check  High level plan
9 Presentation Title | Confidential | 19-Aug-12

10. Customer Name
4.1 Software ascendant: Phase 1 – Solution Preparation
Solution Business Cluster Go Live and
Market initiation Realization
preparation blueprint preparation support
Objectives
 The purpose of this phase is to perform detailed planning and preparation for the Template Systems Implementation
project in the Market. Although each implementation project will have its own unique objectives, scope, and priorities,
the steps in Solution Preparation will help to:
– Confirm viability of project goals and objectives
– Confirm the scope of the implementation
– Confirm the implementation strategies
– Define the overall project schedule and implementation sequence
– Establish the project organization and committees
– Assign resources
Work packages Sample Key Deliverables/Results
 Transition Management  Project Charter
 Project Planning, Strategy and Preparation for Business  Project Team Organization Structure
Blueprint  Milestone Program Plan
 Infrastructure Requirements  Detail Blueprint Phase Workplan
 Market Application & System Landscape  Final "As-Is" Legacy Application & System Landscape
 Completion Check  Learning & Training Strategy outlined
10 Presentation Title | Confidential | 19-Aug-12

11. Customer Name
4.1 Software ascendant: Phase 2 – Business Blueprint
Solution Business Cluster Go Live and
Market initiation Realization
preparation blueprint preparation support
Objectives
 Based on results from Solution Preparation phase (scope and implementation strategy) the markets have to map their
process and data requirements against the Template Solution. The outcome is a completed Market based process
mapping. The approved Gaps will determine the detailed design (new process definition documents and identification)
that has to be completed. The Market's also analyses their organizational requirements and the Organizational
Hierarchy capabilities within the Template. This includes the analysis of the impact of definition decisions on business
transactions, information management and reporting
Work packages Sample Key Deliverables/Results
 Transition Management  Fit/Gap Approval & Resolution
 Template Fit/ Gap Analysis  Data Mapping & Transformation
 Data Mapping & Transformation Design  Confirm End-user Roles & Variants
 Document Business BluePrint  Development Functional Specifications
 Planning, Review Strategy and Prepare for Realization  Final “To-Be" Application & System Landscape
 Infrastructure Alignment  Documented Business Blueprint
 Market Application & System Landscape Alignment  Site infrastructure plans
 Role Management  Detail Realization Phase Workplan
 Completion Check Business Blueprint
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12. Customer Name
4.1 Software ascendant: Phase 3 – Realization
Solution Business Cluster Go Live and
Market initiation Realization
preparation blueprint preparation support
Objectives
 The purpose of this phase is to localize (configure and construct the specific local functionality) and test the Template
Solution for the Market in accordance with the requirements documented in the Business Blueprint and prepare a
production ready environment
 Different tracks of construction work run in parallel. These include organization, construction, conversion, system
configuration, data construction, custom and xxx construction, roles, infrastructure etc... Each track of work is tested
individually and after that combined together in the integrated test to see whether all the pieces work together correctly
Work packages Sample Key Deliverables/Results
 Transition Management  Market Configuration confirmed
 Data Transformation  Market Role Variants built
 Configuration & Process Test  Market Custom Developments built
 Role Management  Cutover Plans Approved
 Custom Development and Technical Connectivity  Fully Tested System
 Infrastructure Deployment  Initial Cutover simulation
 Cutover Planning and Simulation  Core End User Learning material localized
 System Integration Testing  Site infrastructure completed
 Planning and Prepare for Cluster Preparation
 Completion Check
12 Presentation Title | Confidential | 19-Aug-12

13. Customer Name
4.1 Software ascendant: Phase 4 – Cluster Preparation
Solution Business Cluster Go Live and
Market initiation Realization
preparation blueprint preparation support
Objectives
 The purpose of this phase is to complete preparations for the cluster to go live with the Template Solution and to
complete the plan for transitioning to a day-to-day business operation. This includes technical aspects (e.g., final testing
and simulation, ensuring all printers work) as well as delivery of end user training and data conversion activities.
Additionally, this includes commissioning the required support services both locally and from the Template center
network
Activities Sample Key Deliverables/Results
 Data Conversion  Final Cutover simulation
 Market Cutover Simulation  Cutover Checklist and Organization
 Transition Management  Data Converted
 Market Acceptance Testing  Contingency Plan
 Cluster Regression Test  Readiness Review
 Planning and Prepare for Go-Live and Support  Market Acceptance
 Completion Check  Pre-Go-Live Training for End Users delivered
 Execute Regression Test
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14. Customer Name
4.1 Software ascendant: Phase 5 – Go Live and Support
Solution Business Cluster Go Live and
Market initiation Realization
preparation blueprint preparation support
Objectives
 This phase addresses how the project is run during the period immediately following go live. This phase typically runs
through about 30 days and one complete month-end close
 The purpose of this Phase is to transition the Market Cluster to use the TEMPLATE Solution for day-to-day business
operations. This includes ensuring required support services both locally and from the TEMPLATE Center network are
fully functioning. This Phase also ensures that market system effectiveness is monitored and has reached a desired
level outlined as acceptable in the handover criteria. It also includes an evaluation of end user effectiveness and a plan
for retraining (or supplemental training) on job roles or systems where necessary
Activities Sample Key Deliverables/Results
 Transition Management  Production Stable Systems Environment
 Plan for Continuous Improvement Stage  Production Capable End Users
 Plan & Prep for next Cluster  Production Capable Support Help
 Post Cluster Go-Live Support  Handover
 Production Support  Post Implementation review
 Systems Monitoring  Cutover Plans for next Cluster Approved
 System Management
 Completion Check
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15. Customer Name
4.1 Global delivery methodology – Summary
 Supplier Global Business Services has developed a comprehensive Global Delivery (GD) Method that is fully
integrated into the Software execution model
GD Method Framework
Iterative and Program Management
Blueprint Incremental
Business
Organization
Eval- Project Go-Live
Realization Sustain
uation Prep Support
Application
Architecture
Final Preparation
Operations
Benefits
Globally accepted Global Delivery processes will benefit the customer APO Implementation project in the following
ways:
 Standardization will be an accelerator
 Standardization will make it easier for remote groups to know what is expected of them
 Client-facing team members can focus on delivering solutions instead of reinventing the methodology
 Accelerate plan based on predetermined proven workflow
 Less hours and lower cost will be required
15 Presentation Title | Confidential | 19-Aug-12

16. Customer Name
4.3 Suggested project organization globally integrated
project team
PMO: Project Management Office Customer project members
CM: Change Management Supplier project members
Supplier project members
PMO Customer
Customer
Partner Supplier DE Project Management
Supplier DE
CM Supplier DE
Work Team
Software APO Designer Software APO DP Expert
Software R/3 Designer Software APO SNP Expert
Software BW Designer Data Analysis/Software BW Expert
Software Developer Software Developer
Software Basis Architect
16 Presentation Title | Confidential | 19-Aug-12

17. Customer Name
4.3 Roles and responsibilities
Roles and origin Responsibilities
Project Manager  Support and Controlling of the supplier work team with regards to Software and Software APO specifics
(With Software/Software  Operational day-to-day management of the supplier Team (scope, budget, quality, time)
APO Expertise, supplier  Responsible for the integration between supplier business teams
DE)  Ensures consistent high quality of deliverables among supplier project teams
 Reports project status and communicates critical issues to the client
 Measures and evaluates project progress
 Continuously support to assess and manage project risks
 Escalates issues early
Project Manager  Responsible for the integration between external and internal teams
(customer)  Coordinates projects teams of customer
 Measures and evaluates project progress
 Continuously support to assess and manage project risks
 Escalates issues early
Project Management  Support of all activities regarding organization, finalization of guidelines, templates, communication and
Office (PMO) (customer) project standards
Change Manager (CM)  Organizes the communication of the new Global Business Template to the employees
(supplier UK)  Responsible for the performance measurement of the Business Transformation Process
 Coordinates and organizes project team training
Software Designer  Customer project member with Software APO DP and Software APO SNP skills sufficient for successful
service delivery (this may require training organized by CM at the beginning of the project.
Software Expert  Well-trained and experienced supplier Software APO DP and Software APO SNP professional
Software Developer  Well-trained and experienced Software /ABAP developer
Software Basis Architect
17 Presentation Title | Confidential | 19-Aug-12

18. Customer Name
Foreign currency exchange rate changes
For purposes of this statement of work
 The Current Exchange Rate is the exchange rate for the conversion between EURO and Indian Rupee (Rs) as such rate is
published by OANDA under http://www.oanda.com/ ; FXConverter; Interbank rate. In the event that the source of such published
rate is no longer published then customer and supplier will, by mutual agreement, substitute another comparable source published
at least as of the first business day of each quarter
 Percentage Change in Effective Exchange Rate is calculated as (the Effective Exchange Rate minus the then-Current Exchange
Rate) divided by the then-Current Exchange Rate
 Exchange Rate Composite Factor is the Percentage Change in Effective Exchange Rate, multiplied by the percentage of fees
associated with the global currency resources associated with the Rupee currency, as compared to the fees associated with total
SOW resources. The percentage of fees associated with global currency resources associated with the Rupee currency for this
SOW is 24%
 A Material Exchange Rate Change occurs if, as of the first business day in each calendar quarter that falls during the period in
which supplier is providing the Services (i.e., as of the first day of January, April, July and October), the then-Current Exchange
Rate fluctuates (whether up or down) by 5 percent or more from the Effective Exchange Rate;
 For avoidance of doubt, all exchange rates (e.g. Current Exchange Rate; Effective Exchange Rate) are expressed as X, where X
global resource country currency units = 1 EURO (e.g. X = 60 (60 Rupees = 1 EURO)
Supplier and customer agree that if supplier determines that one or more Material Exchange Rate Changes have occurred:
 The Hourly Rate set forth in section “Fees and Payments” for Services performed by supplier beginning as of the first day of the
month following the occurrence of the Material Exchange Rate Change (i.e., as of the first day of February, May, August, or
November) will be adjusted (whether up or down) by the then-current Exchange Rate Composite Factor
 The Effective Exchange Rate will be reset to the Current Exchange Rate for determining whether future Material Exchange Rate
Changes have occurred and for making any future Material Exchange Rate Change adjustments
 supplier will provide customer with written notice that a Material Exchange Rate Change has occurred, which notice will include
the adjusted Hourly Rate and the reset Effective Exchange Rate and
 The adjusted Hourly Rate will be effective for Services performed during the remainder of the period in which supplier is providing
the Services unless otherwise adjusted in accordance with the terms and conditions of the Agreement, including upon the
occurrence of a subsequent Material Exchange Rate Change
18 Presentation Title | Confidential | 19-Aug-12

19. Customer Name
ITERGO GAU-Ampel Big Picture
2 Know How Transfer
and applied infrastructure
advertising
1a 3
1
Assumption: ITSM process
Transition integration
from PoC to GAU-traffic light
Production Minimize request
4 Dependences:
e.g. Mainframe and
internal process chains
19 Presentation Title | Confidential | 19-Aug-12

20. Customer Name
1 GAU traffic light request
LControl tcenter
eits and
ECC SMC SCOM OpenView ... ...
RZ 1 RZ 2
OS
OS
SAN (Mirror/Server)
DMX3 DMX3
SRDF / S
Produktion Produktion
SRDF / STAR
SRDF/A
SRDF/A
SAN (GAU) / WAN
Köln
DMX3
= indication point
Measure
point
20 Presentation Title | Confidential | 19-Aug-12

21. Customer Name
GAU traffic light request and forecast
IT processes
SRDF/S
SRDF/
STAR
Application Business
processes processes
IT processes
21 Presentation Title | Confidential | 19-Aug-12