Smart ERP Solutions Cloud Services Overview - Oracle Cloud, NetSuite and BI Services

1. Smart ERP Solutions
Cloud Services Overview – Oracle Cloud,
NetSuite and BI Services
Overview
David Testa
No. America Oracle VP
415-509-3370
David.testa@smarterp.com
2019

2. Introductions - SmartERP Delivery Leadership Team
 David Testa – No. America Oracle Vice President
 25+ years of experience selling and delivering Oracle ERP services across multiple industries – Former Hitachi VP and IBM Partner
 Role: Relationship Executive
 Raam Ramachandran – Global Oracle Chief Delivery Officer
 20+ years of Oracle implementations delivery experience across multiple Cloud and On-Premise Oracle platforms – Former Keane and Oracle
 Role: Delivery Executive
 Venu Chillarige – Oracle Delivery Practice
 25+ years of Oracle implementations delivery experience across multiple Cloud and On-Premise Oracle platforms – Former Accenture
 Role: Officer in Charge of Cloud Delivery
 Govind Jayanth – Oracle ERP/Financials Delivery Practice
 20+ years of experience architecting and implementing Oracle ERP Solutions – Former Oracle Product Development
 Role: NetSuite ERP Solution Architect and Financial Functional Lead
 Sunny Kaul – Oracle HCM Delivery Practice
 12+ years of Oracle HCM Delivery experience architecting and implementing Oracle HCM Solutions – Former ADP, IBM and Tech Mahindra
 Role: HCM Solution Architect and Functional Lead
 Steve Canter – Oracle SCM Delivery Practice
 18+ years of Oracle Delivery experience architecting and implementing SCM Solutions – Former Berlin Packaging CIO
 Role: SCM Solution Architect and Functional Lead

3. SmartERP Company Overview
Founded in 2005 by former Oracle Executives, Architects and Consultants
Oracle Platinum, Cloud and NetSuite Partner with Extensive Expertise in ERP, EPM, SCM, HCM, CX, BI and PaaS/IaaS
Oracle Modern Best Practices Expertise in Project management, ERP/SCM/HCM Implementations and BI/Analytics
Unique Blend of Oracle Solutions and Services Across each Oracle Platform – PeopleSoft, EBS, JDE, Cloud and NetSuite
‘Clients for Life’ – High level of Client Satisfaction and Loyalty – Partnership, Delivery Quality and Execution
250+ Clients Across Various Industries – Wholesale Dist., Software, Prof. Services, Retail/CPG, Hi-Tech, Mfg. & Edu.
350+ Employees: PeopleSoft, Oracle Cloud, NetSuite Certified Global Consultants and BI/Analytics & Big Data Practices
Global Locations:
Headquarters in Pleasanton, CA
Offices in Duluth, GA., Milwaukee, WI., Hyderabad and Bangalore (India)

4. Industry and Domain Expertise
Higher
Education
Professional
Services
Manufacturing
Retail/CPG
Software, IT
and High Tech
Wholesale
Distribution
SmartERP has relevant domain expertise
across a range of the industries we serve:
• Industry domain expertise and are able to offer
high caliber industry experience and know-how.
• Services include: project management, process
improvement, change management and NetSuite
implementations and integration/development
projects leveraging Oracle key enabling
technologies and tools.

5. Oracle Partner Qualifications & Experience Summary
Oracle Platinum
Partner, Oracle Cloud,
NetSuite and BI and
Partner with 350+
employees including
certified consultants in
the US and globally.
Extensive Oracle
multi-platform
experience with ERP –
Fin’s, EPM, SCM, CRM,
HCM & Commerce
experience across
multiple industries.
Multi-pillar Oracle
Cloud and NetSuite
functional &
technical integration
experience across
the entire Oracle
applications suite.
Competitive Fixed
Scope Services
Offerings, Migration
Tools and Cloud
Roadmap Workshops
with industry
POV’s/ROI’s.
Quality global delivery
with SmartERP
employed consultants
in the US, offsite and
offshore available
nationally at very
competitive rates.
Digital e-mail and
Webinar Campaigns
including: Oracle
Cloud, NetSuite
Implementations,
Use-Cases, Industry
POV’s and extensions.
New Oracle Cloud and
NetSuite Client Logo
Campaign. This includes
Client Incentives for
Oracle Cloud & NetSuite
implementations and
support contracts.
SmartERP is committed
to being responsive,
investment minded,
quality delivery focused
while providing flexible
contracting options in
order to earn our clients
trust and business.
Focused multi industry Oracle services partner based on our quality global resources, extensive Oracle
implementation experience and our proven commitment to our client’s success.

6. Samples of our Cross Industry Client Successes

7. Oracle Cloud Services – Oracle
Cloud, NetSuite & Practices
Overview

8. Our Oracle Cloud Services Practices
SmartERP has leveraged its broad cross-industry and extensive Oracle platform and
functional ERP experience to build our Cloud Services Business which includes our Global
Oracle Cloud, NetSuite and BI/Analytics Practice.
 We have a long term Platinum partnership with Oracle and have acquired the Oracle Cloud and NetSuite
software suite and implemented it ourselves to run our business and build out our Global Oracle Cloud
Solutions Lab.
 We use our Global Oracle Cloud lab to certify our consultants (50+ Certified Consultants) and educate our
clients while doing cross-functional client discovery, planning, roadmaps, migration planning, demos, POC’s
and provide competitive fixed fee Oracle Cloud and NetSuite implementation and support proposals.
 SmartERP is committed to partnering with our clients and providing first-hand multi-business process
application insight and knowledge to ensure that each of our Oracle implementation projects result in a
successful and value-based client outcome that we can be proud of executing together.

9. Oracle Cloud & NetSuite
Implementation, Process
improvement, Technology
Integration and Application
Support:
ERP – Fin’s, EPM, CRM, SCM,
HR & Payroll and Commerce
Cloud ERP Roadmap and
Tools:
Functional/Technical
Workshops, Cloud Roadmap,
Estimates, Timeline, Cost
(TCO/ROI)
SuiteSuccess Offerings:
Fixed Scope, Price and
Timeline, Accelerators, Tools &
Migration Strategy
Wholesale Distribution
Professional Services
Retail/CPG
Software, IT Services and
High Tech
Manufacturing
Higher Education
Business Types:
Start-up's, Fast Growing,
Family Owned, Small &
Medium, Enterprise and
PE/VC Backed
9
SmartERP Cloud Services Practice
Functional AreasOracle Services Industry & Bus Types
ERP – Accounting/Finance
SCM – OM, Fulfilment, INV,
Supply/Demand Planning
Manufacturing – PLM,
Project Management,
Procurement and Shipping
CRM – Sales, Market & Social
Commerce - Web Store, B2C
HCM, HR, Talent and Payroll
Platform – Reports, Analytics
Processes and Integration
Oracle & NetSuite
Implementation Services and
PeopleSoft Upgrades
including Support
ERP/EPM/SCM/HCM/CX
Big Data/Business Intelligence
and Analytics Services
Cloud Application Support
ERP Solutions
ERP Gadget, Smart Workflow,
On-Boarding, E-Verify, Personnel
Action Request Forms, GDPR
Segregation of Duties, Analytics
and Tax System ERP Integration
Adaptors Smart UX and VMS
Services/Solutions

10. Oracle Cloud Services Areas of Focus
ERP - Accounting & Financials
SCM - OM, INV, Planning, Procurement & Manufacturing
CRM – Sales, Marketing & Social
Suite Commerce - Web Store, B2B & B2C
HCM – Core HR, Recruiting, Talent, Benefits and Payroll
Platform – Reports, Dashboards, Business Process Automation,
Workflow, Customizations & Integration
EPM/GRC/GDPR
BI/Analytics and Big Data
PaaS/IaaS - Integration and Extensions
SmartERP provides the following:
 Oracle Cloud & NetSuite Implementations,
Cloud Roadmap Workshops and TCO/ROI
 Fixed Services Offerings which drive rapid
low cost cloud implementations
 Oracle Global Cloud Lab Environments for
Conference Room Pilots (CRP’s) and Demo’s
to expedite discovery sessions and testing
efforts throughout the implementation
 Industry focused functional application
extensions and complex integration
 Using tools and accelerators to reduce user
participation time and increase efficiency
 Application Support & Training to ensure you
are getting the most out of your solution
(Renewals and Additional Modules)
CloudServicesOfferings
Industry – WSD, Professional Services, Retail, Manufacturing,
Hi-Tech, Software and Higher Education

11. Oracle Cloud ERP - Financials
Oracle Enterprise Resource Planning (ERP) Financials Cloud Service
 Oracle Financials Cloud Service is a complete and integrated financial management solution with automated
financial processing, effective management control, and real-time visibility to financial results. A modern user
experience and contemporary, information-rich features provide everything you need to make better decisions,
meet financial compliance, and improve your bottom line without expensive hardware and system management
overhead costs.
 SmartERP can partner with you to implement Oracle Financials Cloud Service which will transform process
automation and information access to simplify controls, increase productivity, and improve business decisions.
The solution includes a broad suite of capabilities, including general ledger, accounts payable, accounts
receivable, fixed assets, expenses, collections, and cash management as well as centralized accounting, tax,
payment, and intercompany engines.
SmartERP and Oracle Financial Cloud Service will:
 Empower modern finance,
 Deliver accelerated productivity to the finance team,
 Serve business managers with streamlined processes, and
 Provide all users with on-demand access to role-based information and training.

12. Oracle Cloud - Planning and Budgeting Cloud Service
Oracle Planning and Budgeting Cloud Service (PBCS) is a solution hosted in the Oracle Cloud that combines
Hyperion Planning, an industry-leading product, with the agility of a SaaS platform. EPBCS is a simple and
flexible Oracle Cloud solution and ideal for integrating financial and operational data across the
organization.
 EPBCS Provides all of the benefits, features, and functions of PBCS, plus the following:
 Out-of-the-box frameworks with prebuilt reporting cubes and content (i.e. dashboards and reports) for:
 Financial Statement Planning, Workforce Planning & Strategic Workforce Planning, Capital Asset Planning, Project Financial
Planning, and Strategic Modeling
SmartERP can help enable a quick adoption of world-class planning and budgeting applications across your
enterprise including:
 Flexible deployment options and virtually no learning curve
 A streamlined planning process without a time lag or risk of manual error
 Multi-dimensional / multi user planning with a powerful business rules engine
 Flexible workflow and plan management capabilities
 Comprehensive Microsoft Office integration with an Easy to use Web interface
 Seamless creation of reports and dashboards
 Proven and scalable architecture and robust integration with ERP systems and other sources

13. Oracle Cloud -Human Capital Management (HCM)
SmartERP’s Oracle HCM Cloud expertise includes the processes, HR modules and solutions outlined below:

14. Oracle Cloud - Supply Chain Management Cloud (SCM)
ORACLE SUPPLY CHAIN MANAGEMENT CLOUD SOLUTIONS
• Oracle SCM Cloud enables you to innovate quickly, execute rapidly, and scale your value chain. Companies can rapidly deploy
Oracle’s supply chain management functionality with minimal risk, low cost, and maximum flexibility. With Oracle SCM Cloud,
companies do not have to maintain or upgrade to the latest version—they can receive the latest, best-in-class functionality through
a flexible subscription pricing model.
• Turn supply chains into value chains. A consistent supply chain drives customer satisfaction and financial performance. A modern
supply chain lets you keep up with a fast-paced, digital world.
SmartERP Helps Transform your Traditional Supply Chains into Integrated Value Chains across your Product
Development, Manufacturing, Supply Chain and Logistics Pillars
• SmartERP and Oracle SCM software applications transform your supply chains from a functional necessity to a competitive
advantage. Oracle SCM products and SmartERP architects help modernize your operations across each pillar.
• Oracle’s Cloud applications deliver flexible configuration tools, leveraging out-of-the-box best business practices that come as part of
the Oracle Cloud business flows. Cloud delivers unmatched configuration and extension capabilities to allow you to tailor
applications to your preferences and, if necessary, extend applications with assistance from SmartERP Integration architects
leveraging the Oracle Cloud Platform as a Service (PaaS) solution.

15. Our Smart Express Oracle Cloud Fixed Services Offerings
Cloud Applications Timelines Price
ERP Cloud
Oracle Financials Cloud 12 $99,000
Oracle Procurement Cloud 8 $70,000
Oracle EPM Cloud Enterprise Planning and Budgeting 8 $80,000
CX Cloud
Oracle Engagement Cloud (Sales and Services) 10 $79,000
Oracle Social Cloud 2 $19,000
Oracle Marketing Cloud 4 $39,000
HCM Cloud
Oracle Core HR Cloud 12 $99,000
Taleo Recruiting (EE) 10 $59,000
Taleo – Recruiting & On boarding and Sourcing (EE) 12 $90,000
Oracle Talent Management 13 $90,000
Our Smart Express Cloud Offerings for Oracle Cloud ERP/EPM/HCM Implementation which includes: Fixed Price, Product Features,
Reporting, High Level Scope, Timelines, Assumptions and Dependencies. Our Offerings are designed to provide our customers a predictable
cost, schedule and scope thus helping them to achieve quick returns on investment and time to value.

16. Samples of our Recent Oracle Cloud Client Successes
ERP/EPM/SCM HCM
CX
Engagement Cloud
(Sales/Service)
Marketing, Social
PaaS/IaaS

17. NetSuite Implementation Services & Value Proposition
FULL
LIFECYCLE
SmartERP enables
the full lifecycle of
your business:
• Consulting
• Solutions
• Implementation
• Integration
• Optimization
• Education
• Application
Support
INDUSTRY
EXPERIENCE
Our consultants
have deep
experience at the
industry and
micro-vertical
levels.
• Wholesale
Distribution
• Professional
Services
• Manufacturing
• Retail/CPG
GLOBAL
REACH
Our Global
Delivery Center
includes several
locations around
the world.
NETSUITE
EXPERTISE
We have
certified
NetSuite
consultants
globally in the
NetSuite
ecosystem.
END TO END DEPTH KNOWLEDGE SCALEPROVEN
SUITE
SUCCESS
SuiteSuccess
is a set of
processes,
activities and
systems that
offers a staged
pathway for
success.

18. NetSuite ERP is Designed for Modern Businesses
• NetSuite Cloud ERP Transforms Accessibility
-You run the business, we run the software (innovation vs.
maintenance)
-Anytime, anywhere, any device
-Easy to learn, easy to use
• NetSuite Cloud ERP Transforms Capabilities
-Much more than just Financials
-Your ERP system is your Operational system
-Your ERP system drives Global expansion
-Your ERP system is a key CRM system
-Your ERP system is your Commerce system
-Extends beyond your firewall to customers, partners, vendors
Modern
Commerce-
Ready
It Just Works
Flexibility
Business
Intelligence

19. NetSuite Scalability and Flexibility
MANUFACTURING
WAREHOUSE
MANAGEMENT
SUPPLY
CHAIN
MANAGEMENT
ERP and
Commerce
INVENTORY
MANAGEMENT
SRP
TIME &
EXPENSE
PROJECT
ACCOUNTING
PROJECT
MANAGEMENT
RESOURCE
MANAGEMENT
CORE BUSINESS
CUSTOMER MANAGEMENT
ORDER MANAGEMENT
GLOBAL FINANCIAL MANAGEMENT
BILLING MANAGEMENT
REVENUE MANAGEMENT
 Single Cloud code-base allows for rapid
delivery of functionality
 Tax rates, accounting rules, new business
models
 Business processes can be changed
rapidly by mere mortals
 In a changing world, if you can’t change
your business system, how do you expect
to compete?
 Customization is not a dirty word: only way
to tailor your “last mile”
 Every business is unique and has
customized the system in some way
 Customization is your (and our) competitive
advantage

20. NetSuite Sample Implementation Framework

21. NetSuite One Implementation Methodology

22. Proven NetSuite Benefits

23. Oracle Analytics Cloud Service (BI/Analytics & Big Data)
Business Intelligence and Analytics Services
Analytics Strategy and Assessments
 Business Transformation Enterprise Data Strategy
 Business Intelligence, Data Warehouse, Data Visualization and ETL
Planning, Assessments and Roadmaps
 Big Data Strategy, Planning and Roadmap
 Industry Specific Analytics Solution Strategy and Design
 Master Data Management and Governance
Analytics Technology
 Tool and Platform Implementation, Installation, Configuration &
Optimization Services
 Upgrade, Development, Testing and Data Cleansing Services
Platforms Include:
 Oracle Analytics Cloud (OAC) which includes BICS and Essbase, OBIEE,
Hyperion and Demantra
 Microsoft – SharePoint, SQL Server and MS Business Intelligence
 Cognos, Business Objects, QlikView, Tableau, Power BI and Informatica
 Big Data Eco System – R/Python/Rapidminer/ Amazon ML,
Hadoop/Spark/Storm, Raspberry Pi, Arduino, AWS IoT, KAA, C3IoT,
PTC, ELK, Jasper, etc.
Analytics Consulting and Implementation
 BI, DW, Data Visualization and ETL Design, Architecture and
Optimization Consulting
 Big Data Design and Architecture and Optimization
 BI/DW and Big Data Analytics Implementation Services
 BI/DW and Big Data Analytics Reporting and Dashboard Development
 BI/DW and Big Data Prototyping and Proof of Concepts
 Advanced Industry Analytics and Data Science:
Marketing, Social Media, Sales, HR, Finance, Service, etc.
Analytics Management and Support
 Business Intelligence, Data Warehouse, Data Visualization and ETL
(Extract/Transform and Load) Support
 BI/DW/DV/ETL System and Database Administration, Support and
Infrastructure Managed Services (Onsite and Offshore)
 Data Profiling and Data Cleansing
 Custom Development and Testing
 Advanced Training and Education

24. Cloud Roadmap
“A Case for Change”

25. Cloud Readiness & Roadmap – Develop a Case for Change to Move to
Oracle Cloud or NetSuite
Process Catalog driven
workshops to
determine pain points,
process gaps,
utilization of modules
and the equivalent
offerings in NetSuite
Understand your
current environment,
processes,
customizations and
support costs to
begin gap analysis
comparisons
Capture business and
system requirements
that can have a
positive impact on
addressing your
business and
functional objectives
Demo pertinent
Oracle Cloud or
NetSuite Industry
functionality to
determine how to
address current pain
points across each
process area
Leverage SmartERP’ s
experts to provide a gap
analysis and specific
Oracle Cloud or
NetSuite
recommendations to
determine the optimal
solution.
Develop a solution
business case
including the
development of a
TCO/ROI to plan and
budget your internal
Case for Change
Create a Cloud
Solution Roadmap
based on best industry
best practices with
clear options including
timeline, resources and
cost estimates
Present your Case for
Change with
confidence based on
analysis & facts on how
to improve and grow
your business with
Oracle and SmartERP
Driven by industry best practices and informed by your current state and future goals, SmartERP can help you
develop a “Case for Change” and a path forward to NetSuite.

26. Industry Specific Business Process Analysis
• Order to Cash
• Sales
• Quote and Configuration
• Order Management and Pricing
• Credit Evaluation
• Order Fulfillment
• Pick, Pack and Ship
• Invoicing
• Accounts Receivables
• Collection/DSO/Receive Payment
• Cash Management and Reporting
• Sourcing & Plan to
Produce
• Procurement
• Strategic Sourcing
• Manage Material Supplier Relationships
• Manage Material Requirements
• Manage PO
• Manage WIP and Inventory
• Long Range Planning
• Supply Chain Strategy
• Sales and Operations Planning (S&OP)
• Plan Demand/Plan Supply
• Recruit to Retire
• Payroll and Core HR
• Benefits, Compensation and Time& Labor
• Recruitment
• Onboarding and Offboarding
• Training/Learn
• Appraisals
• Succession Planning
• Retention
• Workforce Planning and Analytics
Industry Focus: Wholesale Distribution, Professional Services, Retail, Software, IT Services, High Tech
Manufacturing and Higher Education

27. Cloud Roadmap Workshop Timeline and Deliverables
Know your
Customer (KYC)
Functional
Walkthrough
Gather inputs on
Current-State and
To-Be Options
Recommendations
and Case for
Change Estimates
 Discussions to identify and
consolidate Customer pain points,
Challenges, expectations and goals
 Collect high level organization
structure data and critical inputs
through discovery
 Questionnaires and Templates
 Based on customer inputs, identify
the modules, functionality and
customizations that will be
reviewed
 Review functionality, technical
landscape, processes and collect
feedback
 Use SmartERP Process Catalog to
map current business processes to
Oracle at high-level
 Understand the volume and
complexity of data migration
 List current integrations
 Assess security requirements
 Understand current system
landscape and start framing options
 Final recommendations and options
on Oracle solution including
functionality and implementation
alternatives
 Recommendation on NetSuite
modules and options for
improvement including
implementation timeline, resources
and costs (TCO/ROI).
ACTIVITIESDELIVERABLES
 Filled-in Discovery
Questionnaire
 Demo Oracle functionality
based on customer
requirements and potential
gaps
 Current Business Process
Catalog
 Current system and
application landscape
 Integration List
 Support Cost Analysis
 Provide Roadmap including: SW
module/application/solution
recommendations and services,
resources, timeline cost estimates
 Provide Executive Presentation with
findings, recommendations,
estimates and TCO/ROI analysis for
business case for change.
1 - 2 Week

28. Why Partner with
SmartERP for Your Oracle
Cloud, NetSuite or BI
Implementation

29. Why Partner with SmartERP?
 Our Oracle Partnership and Global Practice – We have a dedicated global Oracle Cloud and NetSuite
implementation team and we are a long term Oracle Platinum Partner with multi-pillar Oracle certifications.
 Our Understanding of your Industry and your Business Challenges – Our goal is to help you deliver
true operational value by leveraging our cross-industry experience along with our Oracle ERP implementation
capabilities.
 Proven Oracle Solutions and Services Delivery Capabilities – We have successfully delivered over 250+
Oracle projects over the last 13 years. These projects have spanned multi “pillars” within the Oracle application
footprint – both on premise and in the Cloud.
 Managing Transformation, Projects and Organizational Change is Foundational to our Work –
We will proactively identify and minimize the “project, people and organization issues” and risks associated with
the implementation of your system and processes.
 Instills Knowledge Transfer and Collaboration in our Work – We will provide proactive and valuable
modern best practice insight and ideas to enhance the project while leveraging our Oracle accelerators and
tools to expedite the implementation driving a faster time to value and ROI.
 Our Investment Minded Partnership Philosophy – We will invest to create a “One Team” environment
that aligns with your company culture to form a Strategic Partnership.
 We are Committed to Earn your Trust – We will be responsive, put skin in the game, provide competitive
pricing and flexible contract terms in order to earn your trust and business.
EDI at Regeneron
 900+ Transaction – Trading
Partner combinations
 EDI Translator Software is
IBM Sterling
– Implementation in
process
– Pilot of 820 payments
underway with 2
customers
Add text here
“One Team” Collaboration
for Success
 We are focused on your
priorities.
 We understand your business.
 We provide deep industry and
Oracle ERP expertise to drive
through the complexities
 We are flexible to work with,
dedicated to earning your trust
and committed to your success.
 We believe we align with your
company culture.
 We are qualified to become your
trusted strategic partner and
look forward to working with you
on next steps.
Thank You

30. Thank you
Questions?
David Testa, No. America Oracle Practice VP
David.testa@smartERP.com
415-509-3370