1:27 PM
MyConsultant recommended the
implementation be undertaken utilizing the big bang approach over agreed time of implementation
for Phase 1 and Phase 2:
On above basis, following scope
of Installation and Implementation of the Software is finalized and agreed by
the parties:
1. Scope of
SAP Installation and Implementation
The Standard SAP Software shall
be installed and implemented by MyConsultant in following functional areas:
Phase 1:
- Financials (FI)
- Controlling (CO)
- Sales and Distribution (SD)
- Materials Management (MM)
- HR - Payroll (HR)
- Plant Maintenance
- Quality Management
- Warehouse Management
With BASIS and ABAP
Phase 2 (commencement
after 4 months of Phase 1 Go Live):
- Project Systems (seven months)
- Human Capital Management
- Business Intelligence
with BASIS and ABAP
Above
installation and implementation of the Software shall be done as per following
details
Technical Scope
In general, MyConsultant technical work will
involve the following:
·
During the Project, Installation of the SAP ERP system,
where required, will be
performed by MyConsultant technical consultants.
·
Develop role based security (Authorization)
matrix for the users.
·
Guidance in development and testing of disaster
recovery procedures in coordination
with the hardware vendor.
·
Diagnose and perform system stress/volume test
and tuning during the implementation.
·
Develop relevant technical documentation of the
Basis processes.
MYCOMPANY will be responsible for the
following activities:
·
Networking and infrastructure set-up and
administration will be the responsibility of
MYCOMPANY and its networking
vendor.
·
Backup and recovery activities and third-party
software.
·
Help desk setup and administration
·
Cleanliness (i.e. accuracy and completeness) of
data provided. Data will be prepared,
and provided by MYCOMPANY in Excel
spreadsheet format defined by MyConsultant for
uploading to the SAP ERP system.
·
Organizational Change Management/Process Change
Management (OCM/PCM) &
policy definitions and elaborations. MyConsultant recommends MYCOMPANY set up a
task force to undertake OCM/OCP activities during this project as this will be
responsibility of MyCompany.
Interface Scope
·
Unless where specified in the business
blueprint, there are no interfaces identified in this
Scope of Works except to integrate
SAP with time machines.
·
MyConsultant will provide assistance with the uploading
of data provided by
MYCOMPANY on specified Excel sheet formats into the SAP ERP
system.
MyConsultant
implementation team will be based at MYCOMPANY Office at implementation Site, for the duration
of the project lifecycle.
1.4 Training
Training
shall be conducted on ‘Train the trainer basis’ as elaborated in point 3 below.
MYCOMPANY will make all arrangements for MyConsultant team as highlighted in
proposal document.
1.5 Functional Scope
The
following table indicates the functional scope of this project which will be
required to meet MYCOMPANY’s objectives. The precise details and processes will
be determined, documented, and agreed upon during the Business Blueprint phase
of the project.
The
table below summarizes the essential functions performed within the various
software components:
|
Module
|
Description
|
Functionality
|
|
Financial
Accounting (FI)
|
General Ledger
|
·
Definition
of chart of accounts
·
Full
Journal processing
·
Month
end processing
·
Compliance
reporting (fiscal)
·
Group
reporting (simple consolidation
·
Opening
balances take-on
|
|
|
Accounts Payable
|
·
A/P
processing (enquiry, payments)
·
Automated
payment run/cheque
printing
·
A/P
reporting (aging, analysis)
·
Open-item
take-on
·
Master
data maintenance
|
|
|
Accounts Receivable
|
·
A/R
processing (enquiry, cash receipt)
·
Customer
correspondence (Statements)
·
A/R
Reporting (aging, analysis)
·
Open-item
take-on
·
Master
data maintenance
|
|
|
Asset Accounting
|
·
Master
record creation and maintenance
·
Depreciation
Areas
·
Derived
Depreciation Areas
·
Calculation
of Interest
·
Valuation
Methods
·
Depreciation
processing
·
Asset
acquisition, transfer, retirement and revaluation posting
·
Preparations
for year-end closing in Asset Management
·
Carry
out year-end closing in Asset Management
|
|
|
Bank Accounting
|
·
Basic
Function
·
Master
Data
·
Cash
Balance Management
·
Payment
Transactions
·
Information
System
·
|
|
Controlling (CO)
|
|
·
Master
data take-on
·
Profit
centers and profit center groups processing
·
Profit
center distribution and assessment
·
Balance
carry forward for profit center
·
Direct
data entry and allocations
·
Profit
center planning and preparation
·
Integrated
profit center planning
|
|
|
|
·
Revenue
/ cost element and cost center processing
·
Planned
allocation and reconciliation
·
Actual
allocation, distribution, reposting and assessment
·
Variance
analysis
·
Reconciliation
with Financial Accounting
·
Similarly
handling the internal order postings.
|
|
|
Product Costing
|
·
Product
cost planning
·
Cost
object controlling
·
WIP
calculation
·
Variance
analysis
|
|
|
Overhead Orders
|
·
Master
Data
·
Order
Planning
·
Order
Budgeting
·
Commitments
and Manual Funds Reservations
·
Periodic
Order Closing
·
Order
Summarization
|
|
|
Overhead Projects
|
·
Master
Data
·
Project
Cost Planning
·
Project
Budgeting
·
Actual
Costs
·
Periodic
Project Closing
·
Cost
Information System
|
|
Materials
Management (MM)
|
Purchasing
|
·
Requisitioning
of non-stock /stock items(ok)
·
Authorization
(requisition release)
·
Purchase
order processing(ok)
·
Basic
contracts processing Including subcontracting(ok)
·
Purchase
Order printing/output
·
Maintenance
of Supplier Master data(ok)
·
Vendor
management; info records(ok)
|
|
|
Inventory
Management
|
·
Full
inventory Management of Stock Items
·
Write-offs,
adjustments, transfers
·
Physical
inventory (stock counting)
·
Standard
inventory reporting (slow moving; near expiry; abc analysis etc.)(ok)
·
QC
process (quarantine) clearances (ok)
|
|
|
Invoice
Verification
|
·
Goods
receipt (for 1-way match)
·
Invoice
verification (2 or 3-way matching)
|
|
|
External Services
Management
|
·
Service
master record
·
Service
specification
·
Supply
sourcing
·
Price
comparison list
·
Service
entry sheets
·
Work
acceptance
|
|
Warehouse
Management
|
|
·
|
|
Sales &
Distribution
(SD)
|
Master Data
|
·
Material
Maintenance
·
Conditions
·
Agreements
|
|
|
Basic Functions
|
·
Free
Goods
·
Pricing
and Conditions
·
Availability
Checks
·
Credit
Management
·
Material
Determination
·
Output
Determination
·
Word
Processing
·
Taxes
·
Account
Determination
|
|
|
Sales
|
·
Maintenance
of Master Data
·
Availability
check
·
Credit
Control
·
Contract
and quotation processing
·
Sales
Order Processing
|
|
|
Billing
|
·
Credit
Memo Procedures
·
Down
Payments
·
Billing
request processing
|
|
|
Shipping
|
·
Delivery
processing
·
Picking
·
Packing
·
Goods
issue
·
|
|
|
Foreign Trade
|
·
Basic Functions
·
Communications/ Printing
·
Import Processing
|
|
|
Sales Support
|
·
Basic Data
·
Sales
Promotions
·
Sales
Activities
|
|
|
Information System
|
·
Reporting
·
Planning
·
Interface to
Logistics Information System (LIS)
·
Data
Collection
·
Early Warning
System
|
|
Human Resources
(HR)
|
Personnel
Administration
|
·
Personal Data
·
Payroll Data
·
Organizational Data
·
General
|
|
|
Organizational
Structure
|
|
|
|
Work Schedule
|
|
|
|
Integration with other applications
|
·
Integration
with time machines
|
|
|
Payroll – Gross Pay
|
·
Bases
·
Integration with Time Management
·
Shift Change Compensation
·
Activity with Higher Rate of Pay
·
Employee Remuneration Information
·
Wage Type Valuation
·
Incentive Wages
·
Factoring
·
Statistics / Key Figures for Cost Accounting
·
Continued Pay
·
Special Payments
|
|
|
Net Pay
|
·
Tax
·
Loans
·
Other
Deductions
·
Determining
the bank transfer amount
|
|
|
Final Payroll
Processing
|
·
Data Medium
·
Cash Breakdown List
·
Remuneration Statement
·
Payroll Account
·
Payroll Journal
·
Data
Transfer To Other Applications
|
|
Production Planning
|
Basic Data
|
·
Bills
of Material
·
·
Routing
·
Computer
Aided Process Planning
·
Production
Resources/ Tools
|
|
|
Sales and
Operations Planning
|
·
Basic
Data
·
Sales
Plan
·
Production
Plan
·
Distribution
Requirements Planning
|
|
|
Master Planning
|
·
Material
Forecast
·
Demand
Management
·
Master
Production Scheduling
·
Long
– Term Planning (Simulation)
|
|
|
Material
Requirements Planning
|
·
Basic
Data
·
Planning
Execution
·
Procurement
Proposal
·
Planning
Evaluation
|
|
|
Production Orders
|
·
Order
Planning
·
Order
Processing
·
Order
Closing
·
Information
System
|
|
Plant Maintenance
(PM)
|
Equipment and
Technical Objects
|
·
Equipment
·
Functional Logistics
·
Object Networks
·
Bills of
Material (Plant Maintenance)
·
Additional Functions
|
|
|
Preventive Management
|
·
Task Lists
·
Maintenance Plans
|
|
|
Maintenance Order Management
|
·
Maintenance Notifications
·
Maintenance Orders
·
Capacity and Resource Planning
·
Confirmations
·
Maintenance History
|
|
|
Maintenance Projects
|
·
Project Structure (Plant Maintenance)
·
Networks (Plant Maintenance)
·
Project Management (Plant Maintenance)
|
|
|
Service Management
|
·
Installed Base Management
·
Call Management
|
|
|
Information System
|
·
Reporting
·
Planning
·
Interface to Logistics Information Library (LIL)
·
Data Collection
·
Early Warning System
|
|
Quality Management
(QM)
|
Quality Planning
|
·
Basic Data
·
Inspection Planning
·
QM Control in Logistics
|
|
|
Quality Inspection
|
·
Inspection
·
Results Recording
·
Inspection
·
Appraisal Costs
·
Sample Management
|
|
|
Quality Control
|
·
Information System
¨
Reporting
¨
Planning
¨
Data Collection
¨
Logistics Information
Library
¨
Early Warning System
·
Active Quality Control
¨
Quality Level
¨
Control Charts
¨
Update of Vendor
Evaluation
|
|
|
Quality Certificates
|
·
Basic Data for Certification
·
Certificate Creation
|
|
|
Quality Notifications
|
·
Creating Quality Notifications
·
Processing Quality Notifications
·
Nonconformity Costs
|
|
Phase 2
|
||
|
Human Capital Management
|
Recruitment
|
·
Workforce Requirement and Advertising
·
Applicant Administration
·
Applicant Selection
|
|
|
|
·
Planning an employee’s professional career
|
|
|
|
·
Looking for suitable candidate to fill vacant posts
|
|
|
Training and
Development
|
|
|
|
|
·
Appraisals
|
|
|
|
¨
Compensation
Packages
¨
Fixed
Compensation
Personnel Costs Planning
|
|
Business
Intelligence
|
Business
Information warehouse
|
|
|
|
|
|
|
Project Systems (PS)
|
Structures |
·
Operative Structures
·
Templates
|
|
|
Document |
·
Document Processing
·
Projects Texts
|
|
|
Costs |
·
Costs
·
Budgets
·
Actual Costs
·
Automatic and Periodic Allocations
|
|
|
Revenue and Earnings |
·
Planning Revenue
·
Actual Revenue and Forecast
·
Results Analysis
|
|
|
Payments |
·
Planned Payments
·
Actual Payments and Forecast
|
|
|
Dates |
·
Time Scheduling
·
Network Plan Scheduling
|
|
|
Capacities |
·
Planning
·
Shift Planning
·
External Services Management
|
|
|
Material |
·
Bill of Materials Transfer
·
Procurement
·
Delivery
|
|
|
Confirmation
|
·
Confirmation of Network Activities
·
Time Sheet
·
Decentralized Confirmation
|
|
|
Information System |
·
Project Reports
·
Graphs
·
Trend Analyses
·
Responsibility Accounting
·
Interface and Enhancements
|
|
Productivity Pack
|
|
Training guides
|
2 Deliverables
|
Deliverables
by Phases
|
Responsibility
|
|
Phase 1
– Project Preparation
|
|
|
·
Project Plan
|
MyConsultant
|
|
·
Project Organization
|
MyConsultant
|
|
·
System Landscape
|
MyConsultant
|
|
·
Project Standard & Procedure
|
MyConsultant
|
|
·
Project Charter
|
MyConsultant
|
|
Phase 2
– Business Blueprint
|
|
|
·
Business Blueprint
|
MyConsultant
|
|
·
Refined Project Plan
|
MyConsultant
|
|
·
Data Conversion and Interface Strategy
|
MyConsultant & MYCOMPANY
|
|
·
“AS-IS” and “TO-BE” Processes
|
MyConsultant & MYCOMPANY
|
|
Phase 3
– Realization
|
|
|
·
System Configuration
|
MyConsultant
|
|
·
Test Scenario & Result
Preparation/System Testing
|
MYCOMPANY
|
|
·
End User Documentation/Training Material
|
MyConsultant/MYCOMPANY
|
|
·
Data Conversion Programs
|
MyConsultant & MYCOMPANY
|
|
·
Data Conversion Plan
|
MyConsultant & MYCOMPANY
|
|
·
Data Cleansing
|
MYCOMPANY
|
|
Phase 4
– Final Preparation
|
|
|
·
Train-the-Trainers
|
MyConsultant
|
|
·
End User Training
|
MYCOMPANY / MyConsultant
|
|
·
Data Conversion
|
MyConsultant & MYCOMPANY
|
|
·
Help Desk Organization Setup
|
MYCOMPANY
|
|
·
Cutover Plan
|
MyConsultant
|
|
Phase 5
– Go Live & Support
|
|
|
·
Verify Productive System
|
MYCOMPANY / MyConsultant
|
|
·
Project Review
|
MyConsultant
|
|
·
Application Support
|
MyConsultant
|
Note:
·
One training class per module will be given based
on the “Train the Trainer” concept.
·
All deliverables where MyConsultant has the primary responsibility are within the scope of
work and MyConsultant will be responsible for their delivery.
·
MYCOMPANY will be involved in all activities for which MyConsultant
has main responsibility
·
All deliverables where MYCOMPANY has the primary
responsibility will be carried out and delivered by the MYCOMPANY project team
and key users where applicable. However,
MyConsultant consultants will be available to provide assistance and advice
when required
·
MYCOMPANY project team members and key users will prepare
and document the user procedure manual with support from MyConsultant. MYCOMPANY
team members will assist key users in producing all required deliverables
·
The “Train the Trainer” approach to training will be
adopted, where MyConsultant will provide training to key users of MYCOMPANY.
The key users will then train the end users on the processes and usage of the
system.
3 Trainer and End User Training
During
the project, MyConsultant will conduct Train the Trainer (MyConsultant
recommends a minimum of 2 trainers per module) training for the project
team. Training will be based on MYCOMPANY’s
configuration, and conducted with the respective work groups, typically for a
period of 3 - 7 days per module, over a period of approximately three (3) weeks.
MYCOMPANY
Trainers will in turn conduct End User Training during the final
preparation phase.
It is
MYCOMPANY’s responsibility to ensure that the required training infrastructure
is available for all training and training related activities. For example training
servers, classrooms, projectors, network connections, and PC workstations,
including PCs and communication facilities for Consultants should be in place,
and trainers and trainees should be scheduled prior to commencing training
activities.
MyConsultant
will help develop training materials (Course presentations; exercises;
evaluation grid; etc.) for the end user trainings.
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