Matrix of 5 roles in ERP team (intern, associate, analyst, architect, and manager) with 4 level of depth of skills. Based on Oracle e-Business Suite and subjective to Radio Systems Corp experience

1. RSC Global
Oracle EBS Resource
Capabilities Matrix
April Taylor – Business Analysis team lead
Leon Barkley – Project Manager
Roman Havrylyak – ERP Manager

2. Axis of ERP Resource Matrix
• ERP team roles (vertical)
– Intern
– Associate
– Analyst
– Architect
– Manager
• Capabilities levels (horizontal)
– 1 (67% of market)
– 2 (top 33% of market)
– 3 (top 10% of market)
– 4 (top 1% of market)
• Higher level inherits all capabilities of lower levels

3. ERP Intern Matrix
ERP role Level 1 Level 2 Level 3 Level 4
Intern
1. Understanding RSC Culture
and Organization
2. Basic Knowledge of MS
Office suite
3. Used office appliances
(printer, scanner, fax, etc.)
4. Basic Knowledge of types of
chart/diagram/documentatio
n
5. Internalize given instructions
6. Understanding of RDBMS
concepts
7. Familiar with a simple SDLC
(Waterfall, etc.)
8. Familiar with Version Control
Concepts
9. Understand Algorithmic
Concepts
1. Understanding what ERP is
2. Advanced Knowledge of MS
Office suite
3. Read
chart/diagram/documentatio
n
4. Listen and learn new skills
from colleagues
5. Read/Write Basic Select
Statements
6. Familiar with one or more
complicated SDLCs (Agile)
7. Basic Understanding of a
Version Controller
8. Use of a Simple Algorithmic
Strategy
1. Basic Knowledge of ERP’s
role in the company
2. Familiarity with
Collaborative tools like
SharePoint
3. Create basic
chart/diagram/documentat
ion
4. Contribute valuable ideas
to team discussions
5. Write Nested Select
statements
6. Involved in an SDLC
7. Use of a Version Controller
in a Project
8. Use of a Complex
Algorithmic Strategy
1. Involved in an ERP
project
2. Proficiency with
Microsoft products
(Pivot Tables, Macros,
etc.)
3. Create Complex
chart/diagram/docume
ntation
4. Completed a project as
a with collaborative
contributions
5. Write Complex SQL
Statements
6. Completed a project in
a given SDLC
7. Completed a Project
using a Version
Controller
8. Understand Object-
Oriented Algorithms

4. ERP Associate Matrix
ERP role Level 1 Level 2 Level 3 Level 4
Associate
1. Basic knowledge of ERP
module (one or two) from
operations and support
(execute business process).
2. Basic support activities,
monitor performance, “help
request” queue, first round
of help to business.
3. Build simple SQL queries
against data in ERP (read-
only access level).
4. Simple Form
personalizations.
5. Oracle Alert with email
action.
6. Identify workflow issues.
7. Documentation of test case
results.
8. Reading ERD (entity
relationship diagram).
9. Understanding conversion
process.
1. Test business process.
2. Conduct SOP (standard
operating procedures) on
known “help requests”.
3. Build SQL queries with
elevated privilege level
(Update, Insert, Delete).
4. SQL data sources for
Universal Export to Excel.
5. Identify performance
problem with SQL.
6. Setup of descriptive flexfields
(DFF), lookups, system
profiles.
7. Setup of Users and
assignment of
responsibilities.
8. Documentation of BR100 and
TE040.
9. Drawing ERD.
10. Perform conversion scripts
(execution).
1. Build test case for business
process.
2. Perform
undocumented/ad-hoc
support for “help
requests”.
3. Advanced knowledge of
SQL syntax.
4. Basic reports developed in
Oracle Report Builder,
Crystal Reports, or XML
Publisher.
5. Resolve performance
problem with SQL.
6. Basic knowledge of
interfaces and API.
7. Setup of responsibilities,
concurrent requests.
8. Multiple documentation
formats from Oracle AIM.
9. Complex ERD with TRM
(technical reference
manual).
10. Write conversion scripts.
1. Monitor and facilitate
SME in execution of
business process.
2. Participation in full
cycle ERP project in
assistance role.
3. Performance tuning for
SQL.
4. SQL*Plus and/or PL/SQL
report development.
5. Setup of CRM
foundation roles and
groups.
6. Setup of securing
attributes for Users.
7. Build menu for
responsibilities.
8. Documentation of Use
Cases, report
requirements, form
personalizations.
9. Write conversion
batches with meta data
elements.

5. ERP Analyst Matrix
ERP role Level 1 Level 2 Level 3 Level 4
Analyst
1. Basic knowledge of ERP
module (one or two) from
configuration perspective.
2. Knowledge of complete
business flows (like Order-to-
Cash, Procure-to-Pay, etc.)
from execution perspective.
3. Troubleshooting of business
processes with Oracle SR.
4. Conduct training for end-
users.
5. Understanding of OeBS
foundational setup (4C, Orgs,
Items, TCA, etc.)
6. Design and build of simple
customization.
7. Business model for ASIS and
TOBE processes with gap
research.
8. Swim lane modeling of
business processes.
9. Basic network of peers (tap
into talent).
1. Knowledge of multiple ERP
modules (more then 2) from
configuration.
2. Participation in (one or two)
ERP projects in configuration
role.
3. Understand and perform
Action plan from Oracle SR.
4. Conduct discovery sessions.
5. Configuration of OeBS
foundation.
6. Customization with external
support objects (staging
tables, web-service, or APIs).
7. Build of PoC (Proof-of-the-
Concept) for business.
8. Pros&Cons analysis of
potential solutions.
9. Medium network of
colleagues (10+).
1. Knowledge of complete
business flows (one or two)
from configuration
perspective.
2. Conduct training for SME
level.
3. Participation in 1-3 ERP
projects in Lead/Primary
configuration role.
4. Impact analysis of Oracle
patch.
5. Conduct training for SME.
6. Configuration of operating
units, legal entities, and
reporting hierarchies.
7. Customizations with
external workflows.
8. Conduct CRP (conference
room pilot).
9. SWOT analysis of proposed
solutions.
10. Extensive network of
colleagues (100+).
1. Knowledge multiple
(2+) business flows
from all perspectives.
2. Participation in multiple
(2+) ERP projects in
lead/primary
configuration role.
3. Escalation of SR,
Level2/3 of support.
4. Conduct training
sessions for ERP team.
5. Configurations of multi-
currency global
environments.
6. Complex customizations
or standalone module
(3PL integration, or add-
on module).
7. Basic Risk management
for ERP solutions.
8. Affiliation to known
professional association
(OAUG, LinkedIn
groups, SIG)

6. ERP Architect Matrix
ERP role Level 1 Level 2 Level 3 Level 4
Architect
1. Basic knowledge of
majority/all ERP modules
from major features
perspective.
2. Knowledge of business areas
(Supply Chain, Financials,
CRM, Value Chain planning,
Manufacturing, PLM)
3. Solution design for whole
business area.
4. Solution presentations to
internal team at
satellite/operating unit/legal
entity/acquisition
perspective.
5. Understands Project
management.
6. Mentoring of associate ERP
team member.
1. Basic knowledge of
majority/all ERP modules
from perspective of major
configuration steps.
2. Design final solutions from a-
la-carte licensed modules.
3. Presentation of architectural
solution to limited business
stakeholders (< dozen).
4. Act as lead stakeholder
during project management.
5. Mentoring/coaching of
multiple business resources.
1. Extensive knowledge of
majority/all ERP modules
from perspective of major
configuration steps.
2. Optimize from licensing
perspective a-la-carte final
solution within each
business area.
3. Presentation of solutions at
extended business
community (over dozen of
participants).
4. Knowledge transfer for
internal team.
1. Recognition from
known professional
association (OCP, Oracle
Ace)
2. Optimize TCO (total cost
of ownership) for final
ERP solution.
3. Presentation to steering
committee or senior
staff sales pitch.
4. Knowledge transfer to
external partners or
communities (OAUG,
SIG, OpenWorld)

7. ERP Manager Matrix
ERP role Level 1 Level 2 Level 3 Level 4
Manager
1. Create/update IT policies.
2. Leadership role at project
implementation.
3. Coaching ERP resources
4. Support ROI evaluation for
project requests
5. Vendor Relationship
Management
1. Create charter for ERP
operations.
2. Participate in Project
Portfolio Management
3. Negotiation with External
Vendors
4. Budgeting for IT
1. Create risk management
policies.
2. Participate in Executive
Steering Committee
3. Negotiate controls for SLA
with Vendors
4. Control TCO for IT
1. Create business
continuity/disaster
recovery policy.
2. Continuous Reduction
of Sustaining cost of IT
3. Succession
Management
4. Drive IT as Business
core competency and
market differentiation

8. Q&A (“ПиВо” - Beer in Ukrainian)