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©2007 SciQuest, Inc. Confidential Project Kick-Off Team Georgia Marketplace State of Georgia September 3, 2008.

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Presentation on theme: "©2007 SciQuest, Inc. Confidential Project Kick-Off Team Georgia Marketplace State of Georgia September 3, 2008."— Presentation transcript:

1 ©2007 SciQuest, Inc. Confidential Project Kick-Off Team Georgia Marketplace State of Georgia September 3, 2008

2 Page 2 2 ©2007 SciQuest, Inc. Confidential Agenda 09:00Welcome Message and Team Georgia Marketplace branding presentation 09:15 Introductions (All) 09:20Session Objectives (Nick) 09:25Project Kickoff (Nick) Project Objectives (from Team Georgia Marketplace Charter) High level timeline Project Scope and Overview Solution and ERP Integration Overview HigherMarkets / PeopleSoft integration Solution demonstration/walkthrough 10:45Break 11:00Team/Roles and Responsibilities 11:15Solution Implementation Methodology Key activities and outputs Timeline Basecamp Overview 11:45Next Steps… 12:00 - Lunch

3 Page 3 3 ©2007 SciQuest, Inc. Confidential Introductions SciQuest Nick Hingtgen – Project Manager/Solution Consultant Ken Francesconi – Client Delivery Consultant State of Georgia Please introduce yourselves

4 Page 4 4 ©2007 SciQuest, Inc. Confidential Session Objectives Validate project scope Obtain a better understanding of the HigherMarkets Solution Obtain an understanding of the implementation approach Discuss key dates and timeline for project Product Demonstration

5 Page 5 5 ©2007 SciQuest, Inc. Confidential TGMP Project Objectives Create the structure to centrally manage state-wide procurement contracts and associated documentation from contract creation through termination. Provide the electronic sourcing tools and workflow required to streamline the State’s procurement processes. Promote a more open government marketplace by providing the state procurement professionals, state vendors, and end users an array of online self-service and collaboration tools. Centralize and automate the capturing and collection of core procurement information to better leverage state spend. Provide electronic controls and evaluation tools to support the State’s procurement performance management processes. Integrate eProcurement processes with the state financials, asset management, and the data warehouse applications.

6 Page 6 6 ©2007 SciQuest, Inc. Confidential Project Timeline and Milestones Envision SE Kick- off Project Kick- off Solution Validation 08-22-08 User Acceptance Testing ValidateGo Live 07-24-08 Project Management Board Meeting Planning Session Elaborate Production Readiness Go Live Support Transition Support Focus Group 02/18/0909-04-0810-02-08 Live Order Testing 10-16-0811-18-0801-02-09 1/20/091/12/0910/16/08 - 11/21/08 11/24/08 - 12/23/08 01/05/09 - 01/09/09 9-03-08 Integration Workshop 09-03-08

7 ©2007 SciQuest, Inc. Confidential HigherMarkets Solution and Integration Overview

8 Page 8 8 ©2007 SciQuest, Inc. Confidential Project Scope HigherMarkets Solution Modules Configured, hosted e-procurement technology solution Spend Director Order Manager Contract Manager Integrations Standard local login (Window Shoppers) Punch-Out/Cart Return with PeopleSoft (cXML) PO export from PeopleSoft to HigherMarkets Order Acknowledgement from HigherMarkets to PeopleSoft Supplier Enablement – 250+ Key Suppliers Options Supplier Sync Contract Sync Additional Training Site

9 Page 9 9 ©2007 SciQuest, Inc. Confidential “Big Picture” Shopping Basics Similar experience as online shopping Consistent shopping across multiple vendors – a single interface Your organization determines which suppliers/vendors to use SciQuest loads these supplier catalogs (item details and prices) into our system. All of the information you see is specific to your organization. Prices updated as needed – as frequently as monthly. Punch-out and hosted catalogs are available Option exists to allow users to buy off-catalog System Benefits Perform flexible searches to locate the item or items you need Compare prices and item details so that you can select the most appropriate item Build a shopping cart that contains items from multiple suppliers and categories Shop by category/commodity OR supplier Save items as favorites for future shopping Identify hazardous materials, radioactives, etc.

10 Page 10 10 ©2007 SciQuest, Inc. Confidential Solution Overview PeopleSoft HigherMarkets Login Workflow Approvals LoginShop Create Req. Approve Req. Purchase Order Hosted Catalogs Receive order Ack Create Req Click SciQuest Link Send PO To Supplier Submit Shopping Cart Create PO Order Ack From Supplier Local Login Non Catalog Punchout Catalogs

11 Page 11 11 ©2007 SciQuest, Inc. Confidential Integration Points Local Login with user registration approved by admin (Window Shoppers only) cXML Punch-Out from PeopleSoft cXML Cart Return from HigherMarkets to PeopleSoft PO Export from PeopleSoft to HigherMarkets Order Acknowledgement Export from HigherMarkets to PeopleSoft

12 ©2007 SciQuest, Inc. Confidential Product Demonstration

13 ©2007 SciQuest, Inc. Confidential HigherMarkets Implementation Methodology

14 Page 14 14 ©2007 SciQuest, Inc. Confidential Team Roles and Responsibilities SciQuest Client Delivery Manager: Brad Green Project Manager/Solution Consultant: Nick Hingtgen Technical Consultant: Anky Chau Consultant: Ken Francesconi Supplier Enablement Primes: Larry Eckerlin, Anky Chau

15 Page 15 15 ©2007 SciQuest, Inc. Confidential Team Roles and Responsibilities State of Georgia Executive Sponsors: Brad Douglas, Tim Gibney Business Owners: Gina Tiedemann, Kelly Lolle-Jones Project Manager: Oscar Galindo Supplier Enablement Primes: Terry Doumkos, John Thomason System Administrators: Mohamed Moghazy, Maelecheia Thompson Consultants: Cherry Roads

16 Page 16 16 ©2007 SciQuest, Inc. Confidential Methodology: Key Objectives Create a Collaborative and Transparent Project Environment with our Customer Drive towards key milestones Visibility to all project activity through a collaborative Web-based tool Basecamp Establish customer “buy in” early in the process Accelerate Learning Focus on customer business requirements, NOT solution features Use focus group to provide actual experience with the solution instead of discussing only high-level conceptual outlines Focus on Integration Activities Early in the Process Front load knowledge transfer and basic file exchange Reserve remainder of the implementation for focus on unique or complex data mapping and integrations Real People, Real Scenarios, Real Data Demonstrate a real solution!

17 Page 17 17 ©2007 SciQuest, Inc. Confidential Solution Methodology SUPPLIER ENABLEMENT VISIONIMPLEMENTATION SUPPORT Shared Vision & Scope EnvisionValidate Elaborate Solution Support PROJECT MANAGEMENT KNOWLEDGE TRANSFER Go Live Project Management Board Meetings

18 Page 18 18 ©2007 SciQuest, Inc. Confidential Envision Project Planning Session Project Kickoff (Solution and Integration) Organize Project Envision Key Output Final project charter Configuration questionnaire Basecamp milestones defined Supplier cleanup/target lists and Supplier Launch Test site built

19 Page 19 19 ©2007 SciQuest, Inc. Confidential Elaborate Integration Unit Testing Focus Group Elaborate Key Output Scenarios finalized Configured solution on Test site Hands-on exercises Integrations unit tested Solution specification acceptance Final Specification (Testing-ready Site)

20 Page 20 20 ©2007 SciQuest, Inc. Confidential Methodology: Focus Group Summary Objective Challenge State of Georgia to put the solution into Production tomorrow Process Demonstrate business scenarios Roles SciQuest Facilitator: Facilitate and ensure the session objectives are achieved Demonstrator: Demonstrate the business scenarios on the solution Scribe: Document all change requests State of Georgia Panelist: This person has an actual stake in the business scenarios. This person can make a change request. Observer: This person can observe but cannot make a change request. Optimal number of panelists: 10-12 Deliverables Business scenario list Change request list

21 Page 21 21 ©2007 SciQuest, Inc. Confidential Validate Solution Testing Integration Testing Test Planning Validate Key Output Final integrated solution Suppliers enabled Validation testing complete UAT Test Plan Live Order Test Plan End-to-End Testing

22 Page 22 22 ©2007 SciQuest, Inc. Confidential Go Live User Acceptance Testing Solution Activation Go Live Key Output Solution acceptance SciQuest-delivered training complete Live Production transactions Post Production Business Review UAT Training

23 Page 23 23 ©2007 SciQuest, Inc. Confidential Support Transition Transition Meeting with Director of Support Reporting of New Issues to Support Team Internal SciQuest Transition Meeting Support Transition Key Output Internal SciQuest knowledge transfer Open issues list transfer Access to SciQuest incident reporting tool Post-production project evaluation

24 Page 24 24 ©2007 SciQuest, Inc. Confidential Project Timeline and Milestones Envision SE Kick- off Project Kick- off Solution Validation 08-22-08 User Acceptance Testing ValidateGo Live 07-24-08 Project Management Board Meeting Planning Session Elaborate Production Readiness Go Live Support Transition Support Focus Group 02/18/0909-04-0810-02-08 Live Order Testing 10-16-0811-18-081-2-09 1/20/091/12/0910/16/08 - 11/21/08 11/24/08 - 12/23/08 01/05/09 - 01/09/09 9-03-08 Integration Workshop 09-03-08

25 Page 25 25 ©2007 SciQuest, Inc. Confidential Project Authorization Points Elaborate Phase Solution Specification State of Georgia will provide acceptance of the Solution Specification following the Focus Group and prior to start of the Validation phase SciQuest will provide State of Georgia with a deliverable acceptance form to execute Solution Specification comprises: Final Business Scenario List Final Change Request List Integration Specification Go Live Phase Solution Acceptance State of Georgia will provide acceptance of the HigherMarkets Solution after UAT and initial live order testing SciQuest will provide State of Georgia with a deliverable acceptance form to execute

26 Page 26 26 ©2007 SciQuest, Inc. Confidential Product Release Cycle Timeline Three Version Releases per Year Current Version is 8.2 Next Three Release Dates Version 8.2: August 3, 2008 (UIT - 7/14) Version 8.3: November 16, 2008 (UIT - 10/27) Version 9.1: March 29, 2009 (UIT - 3/9) Major Release Limitations Three weeks prior to a major release, UIT is updated to the pending release version of the code. Therefore, the following should not be scheduled for the production environment 3 weeks prior and 1 week after a major release: Go-live of new projects Execution of SQL statements Introduction of new integration points Any customer specific code changes (feature requests/defect fixes) Care should be taken in scheduling any new customer-related activities, for example, training, roll-out, etc. during the week following a major release promotion. If UIT is used for training, organizations need to be aware that the environment contains the pending release code.

27 Page 27 27 ©2007 SciQuest, Inc. Confidential HigherMarkets Environments Test Environment Also called the User Integration Testing (“UIT”) environment URL looks like this: https://usertest.sciquest.com/org/Georgia Solution design and build will take place here first New releases are promoted to UIT 3 weeks prior to promotion to Production Production Environment URL looks like this: https://solutions.sciquest.com/org/Georgia Final build will occur here after the Client Core Team has tested the build on the Test environment UAT will take place in this environment A formal period of testing will take place here prior to site activation and go-live (“live order testing”)

28 Page 28 28 ©2007 SciQuest, Inc. Confidential HigherMarkets Terminology Configurations Options, toggles, or switches that exist currently in the application Control the behavior, look, and feel of the application Integration Interfaces between the application and PeopleSoft Feature Requests Changes to the application functionality that require new software development Generic for all clients Managed by SciQuest’s Business Application Delivery team

29 ©2007 SciQuest, Inc. Confidential BaseCamp Review

30 Page 30 30 ©2007 SciQuest, Inc. Confidential BaseCamp Review BaseCamp enables collaborative exchange of information related to: Issues, milestones Current documentation Current project milestones/to dos Team contact information BaseCamp will be used as the primary means of communication during the implementation Project status can be determined in BaseCamp Supplemented by informal e-mail, phone calls, etc., as necessary Communication Plan

31 Page 31 31 ©2007 SciQuest, Inc. Confidential Next Steps Integration Workshop Punch-out/Cart Return Detail PO Export/Import Supplier Sync Discussion Order Acknowledgement Supplier Enablement Receive Prioritized List of Suppliers Send Out Introduction Letters Enable Suppliers Focus Group Configure Test Site Gather Business Requirements/Scenarios Demonstrate Business Scenarios

32 ©2007 SciQuest, Inc. Confidential Q&A


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