D5403-R: Nextel - Financial, HR, SCM, Tax Systems Overhaul: Project Update, Paul Saleh

Financial, HR, SCM, Tax Systems Overhaul
Project Update

Paul Saleh-11/26/02

Proprietary and Confidential

UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA Case Number: C 04-00807 VRW DEFT EXHIBIT NO. D5403-R Date Admitted: _______________________________ By: __________________________________________

*HIGHLY CONFIDENTIAL*

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Why one integrated project?

• Our goal of having one integrated project is to:
  • Leave the key decisions to the business owners
  • Provide world class PMO tools and processes
  • Shorten the delivery window by finding the critical path
  • Lower delivery costs by only modifying systems and processes once
  • Coordinate cross function systems, process and organizational efforts
  • Provide trace-ability to ensure nothing gets lost or forgotten
  • Bring world class vendors into the project to get industry best practices

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Phase 1 functional scope - to be delivered in 2H2003

[D]

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Vision of Success

Processes, Technology and Organization should:

• be scalable
• be developed to support end to end integration
• ensure accountability
• move towards a shared services model....and where applicable, promote self service based on functional maturity
  • Level 1 - lots of autonomy without controls and integration
  • Level 2 - Centralization (shared service) where controls and integration are put into place
  • Level 3 - Hybrid of organizational autonomy (self service), where shared service function handles exceptions, strategy and governance
• utilize industry best practices (maximize value and efficiency)
• focus on change management and user acceptance

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Project Status

• Completed second round of software demos
  • Accounting/Finance/Tax survey ratings
    • PS - 7:92
    • Oracle - 7.75
  • HR
    • PS - 7.28
    • Oracle - 6.62
  • SCM
    • PS - 8.12
    • Oracle 5.14

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Project Status

• Conducted Executive Review Sessions with Oracle and PS
  • Nextel Attendees
    • Arendt
    • Lefave
    • Hinton
    • Szpindor
    • Cichanowicz
  • Focus
    • Audits and Controls
    • Scalability
    • Strategic Alliance
    • Relationship building
  • Have not yet conducted post meeting assessments

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  Update on Software Vendor Selection

  ---

  There are 5 options for Software Selection

  [D]

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  Update on Software Vendor Selection

  [D]

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  Three primary methods are being used to evaluate each of the vendors.

  [D]

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  Tier 1 items

  [D]

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  Tier 2 items

  [D]

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  Tier 3 Items

  [D]

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  Appendix - high level of what's in scope for phase 1

  1. Upgrade PS HR to version 8.3
  2. Replace Oracle Financials with PS version 8.4
  3. Replace Ariba with PS version 8.4
  4. Replace Brass Ring with PS version 8.3
  5. Replace half of IT PMO with PS version 8.4
  6. Re-write Rent DB function
  7. Upgrade current tax function to 80% vs. current 10% financials functional support
  8. Replace TM1 with with PS version 8.4
  9. Replace On Track with PS version 8.3
  10. Implement HR self service with PS version 8.3
  11. Implement PS open enrollment capability with PS version 8.3
  12. Upgrade all majority of HR, Accounting/Finance, Tax and SCM business processes
  13. Upgrade 12 interfaces
  14. Replace VAD financials with PS version 8.4
  15. Interface to Solar Commissions for direct (we will keep Oracle)
  16. Upgrade indirect commissions to Solar
  17. Learning Management function with PS version 8.3
  18. Transition costs to migrate USI to EDS

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