P4074-R: Nextel - Financial, HR, Procurement Systems Overhaul Project: FSO Project Kick-off Conference Call

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Government Exhibit 4074-R
Highly Confidential


Financial, HR, Procurement Systems Overhaul Project


NEXTEL

FSO Project Kick-off Conference Call -10/14/02 and 10/15/02

NEXTEL-000053

What is FSO?


  • The purpose of FSO is to facilitate the creation of world class infrastructure in the following organizations:

      » Accounting and Finance under the direction of Bill Arendt
      » Human Resources under the direction of Randy Harris
      » Supply Chain Management under the direction of Brian Meadows
      » Tax under the direction of Brian Davis

  • Infrastructure refers to:

      » Business Processes
      » Technology and Automation
      » Organizational Structure

NEXTEL-000055

What is FSO? - Functions under consideration for a 2003 upgrade


Accounting & Finance Human Resources Tax Supply Chain Other Organizations
Accounts Payable Benefits Income & Franchise Tax Prep Asset Mgmt Billing
Accounts Receivable Career Day Plan Competency Tracking Financial Reporting Auctioning Analog Billing
Budgeting Compensation POS Item Master Management Cell Site Tracking
Cash Tracking Contractor Tracking Service Contract Management Collections
Commissions Employee Administration (Term Proc/Trans/Relos) Use Tax Distribution Requirements Planning Corp. Financial Strategy
Consolidation Employee Communications Planning eProcurement Corporate Comms - Empl Comms
Cost Accounting Employee Relations Incentives Forecasting Customer Care Productivity
Expense Reporting Mergers, Acquisitions, Restructurings Research Inventory Management Downstream Reporting Tools from DW
Financial Planning Performance Mgmt Accruals MWBE and Supplier Database Employee Phone Fulfillment
Financial Reporting Policies and Procedures Sales & Transaction Tax Report Filings Purchase Orders External Business Relationships
Fixed Assets Recruiting Payments Property Management Legal Contract Management
Forecasting Succession Planning Reconciliations Receiving Goods Legal Litigation
General Ledger Surveys Adjustments Requisition Legal Security / Privacy
Handset Inventory Training Unclaimed Property RFP Nextel Retail
Journal Entry Workforce Planning/Staffing Audits & Litigation Supplier Scheduling Product Management -Product Profitability
Payroll Workforce Deployment Property Tax Filings Vendor Evaluation Revenue Assurance
Project Accounting   Assessment Review & Controls Work Order Management Sales Commissions / Direct & Indirect
Revenue Mgmt Payments & Verification   Sales Distribution/ Direct & Indirect
T&E Processing       Sales SFA
        Spectrum Tracking
 

o Phase la, Oracle/PeopleSoft Upgrade o Hackett Recommendation for Phase lb n No System to Support Function

NEXTEL-000056

What is FSO? - Vision of success for upgrading business processes


Processes should:

    » be scalable
    » be flexible enough to handle exceptions
    » be developed from an end to end perspective
    » have an owner

    » fit into process improvements going on today
    » have real-time data

    » have dashboards
    » be end-to-end across all organizations
    » be iterative and continuous»
    » be simplified and automated
    » have accountability at the source
    » promote self service where Best Practices call for
    » push data with automated alerts for exceptions
    » have controls built in at the source and at all touch points
    » have automated status notification
    » provide information that adds predictability and is forward looking
    » have end to end workflow capability
    » be measurable
    » leverage application technology best practices

NEXTEL-000057

What is FSO? - Vision of success for upgrading technology


Technology should:

    » be integrated in support of end to end processes
    » support minimal interfaces and have high data integrity
    » focus on performance (availability, batch and online response time)
    » be easy and cost effective to maintain
    » deploy from a single data source
    » provide automated end to end workflow
    » facilitate automated business intelligence tools, forecasting and reporting at all levels
    » push data and provide alerts to exceptions and touch points
    » provide internal and external web enablement
    » provide personalized portals
    » provide automated controls at source and touch points
    » utilize best industry technology and best practices
    » easily support upgrades
    » fit within the context of our architectural direction
    » be table driven
    » have internal and external security
    » have adequate archive and user-friendly retrieval
    » be scalable
    » be internally supportable or outsourced

NEXTEL-000058

Why One Big Project?


  • A recent Hackett Bench Marking study has proven that fragmented efforts sub-optimize benefit realization by as much as 30%
      » Systems and information
        v 30% down to 21%

      » Process redesign

        v 50% down to 35%

      » Organizational redesign

        v 20% down to 14%

NEXTEL-000062

Who Will Need to Participate?


[Unreadable Text]

ESCALATION PATH

3rd Level
Aproval
Desk Phone
Cell Phone
2nd Level
Aproval
Desk Phone
Cell Phone
1st Level
Aproval/SMD
Desk Phone
Cell Phone
  Payroll Bill Parker 703-433-4787
703-926-7959
Bill Parker 703-433-4787
703-926-7959
Bill Parker

703-433-4787
703-926-7959

Accounting
and
Financing
Fixed Assets Bill Arendt 703-433-4152
703-906-3625
Grant Ozias 703-433-4555
703-906-3649
Grant Ozias

703-433-4555
703-906-3649

Project Accounting Bill Arendt 703-433-4152
703-906-3625
Grant Ozias 703-433-4555
703-906-3649
Grant Ozias

703-433-4555
703-906-3649

Accounts Payable Bill Parker 703-433-4787
703-926-7959
Joel Stafford

703-433-4576
703-906-3642

Laleh Shabani

703-433-4566
703-926-3747

T&E Processing P-Card Bill Parker 703-433-4787
703-926-7959
Joel Stafford 703-433-4576
703-906-3642
Judy Phillips

703-433-4558
703-926-8026

Commissions Bill Parker 703-433-4787
703-926-7959
Robin Berg 703-744-8392
703-898-6537
Mona Caltstrat

703-744-8398
301-252-2941

Revenue Mgmt Bill Arendt

703-433-4152
703-906-3625

Vince Loiacono 703-433-4189
703-906-3623
Terri Pignotti

703-433-4560
703-906-3686

Budgeting

Bill Arendt

Mike Corkery

703-433-4152
703-906-3625
703-433-4614
703-926-7959

Tim Gray

Janine Rubitski

703-433-4453
703-856-4110
703-433-4452
703-930-5706

Brian Ostrander

703-433-4768
703-930-7339

Financial Planning

Bill Arendt

Mike Corkery

703-433-4152
703-906-3625
703-433-4614
703-926-7959

Tim Gray

Janine Rubitski

703-433-4453
703-856-4110
703-433-4452
703-930-5706

Brian Ostrander

703-433-4768
703-930-7339

Forecasting

Bill Arendt

Mike Corkery

703-433-4152
703-906-3625
703-433-4614
703-926-7959

Tim Gray

Janine Rubitski

703-433-4453
703-856-4110
703-433-4452
703-930-5706

Brian Ostrander

703-433-4768
703-930-7339

Accounts Receivable Bill Arendt 703-433-4152
703-906-3625
Vince Loiacono 703-433-4189
703-906-3623
Katharine Kiviat 703-433-4184
703-906-3657
Cash Tracking Bill Arendt 703-433-4152
703-906-3625
Vince Loiacono 703-433-4189
703-906-3623
Brent Taylor 703-433-4582
703-930-7050
Consolidation Bill Arendt 703-433-4152
703-906-3625
Vince Loiacono 703-433-4189
703-906-3623
Chris Nagler 703-433-4199
703-906-2755
Cost Accounrting Bill Arendt 703-433-4152
703-906-3625
Vince Loiacono 703-433-4189
703-906-3623
Vince Loiacono 703-433-4189
703-906-3623
General Ledger Bill Arendt 703-433-4152
703-906-3625
Vince Loiacono 703-433-4189
703-906-3623
Chris Nagler 703-433-4199
703-906-2755

NEXTEL-000066

Who Will Need to Participate?



[Unreadable Text]

ESCALATION PATH

3rd Level
Aproval
Desk Phone
Cell Phone
2nd Level
Aproval
Desk Phone
Cell Phone
1st Level
Aproval/SMD
Desk Phone
Cell Phone
  Handset Inventory Bill Arendt 703-433-4152
703-906-3625
Vince Lolacono 703-433-4189
703-906-3623
Jill MacDonald

703-433-4713
703-930-8069

Accounting
and
Financing
Journal Entry Bill Arendt 703-433-4152
703-906-3625
Vince Lolacono 703-433-4189
703-906-3623
Vince Lolacono

703-433-4189
703-906-3623

Tax Bill Arendt 703-433-4152
703-906-3625
Vince Lolacono 703-433-4189
703-906-3623
Brent Taylor

703-433-4582
703-930-7050

Systems Bill Arendt 703-433-4152
703-906-3625
Mark Van de Meulebroecke

703-433-4586
703-926-3400

Scott McIlvenna

703-433-4852

Customer Financial Systems Marci Carris 720-206-2729
303-901-1717
Marci Carris 720-206-2729
303-901-1717
Jeff Anna

720-206-3404
303-419-3829

Treasury

Marci Carris

Bill Arendt

720-206-2729
303-901-1717
703-433-4152
703-906-3625
Marci Carris 720-206-2729
303-901-1717

Jennifer Dale

Chris Nagler

703-433-4458
703-675-0321
703-433-4199
703-906-2755

Expense Reporting

Mike Corkery

Bill Arendt

703-433-4614
703-926-7959
703-433-4152
703-906-3625

Vince Loiacono 703-433-4189
703-906-3623

Chris Nagler

Beth Tofoya

703-433-4189
703-906-2755
703-433-4577

Financial Reporting Mike Corkery 703-433-4614
703-926-7959
Vince Loiacono 703-433-4189
703-906-3623

External Reporting
Maryann Melcher
Internal Reporting

703-906-3630
703-433-4197
703-929-5117

Reconciliations Marci Carris 720-206-2729
303-901-1717
Marci Carris 720-206-2729
303-901-1717

Ody Sayo

720-206-3956
303-356-3640

NEXTEL-000067

Who Will Need to Participate?


[Unreadable Text]

ESCALATION PATH

3rd Level
Aproval
Desk Phone
Cell Phone
2nd Level
Aproval
Desk Phone
Cell Phone
1st Level
Aproval/SMD
Desk Phone
Cell Phone
  Benefits Ellen Petrocci (703) 433-4060
(703) 930-7022
Ellen Petrocci

(703) 433-4060
(703) 930-7022

Karen Wolfgang (703) 433-4056
---
Human Resources Career Dev/Planning
Competency Tracking
Jim Caprara (703) 433-4625
(703) 675-9743
Lynn Schmidt (703) 433-4524
(703) 930-7211
Lynn Schmidt (703) 433-4524
(703) 930-7211
Compensation Ellen Petrocci (703) 433-4060
(703) 930-7022
Alyssa Neumaier (703) 433-4054
(703) 898-0823
Alyssa Neumaier (703) 433-4054
(703) 898-0823
Contractor Tracking Dan Suffoletta (703) 433-4075
(703)-932-7428
Dan Suffoletta (703) 433-4075
(703)932-7428
Amy Hennessy (703) 433-4047
(703) 929-0171
Employee Admin Dan Suffoletta (703) 433-4075
(703)-932-7428
Susan Rink   Tara Falwell  
Employee Communications

Randy Harris
Elizabeth Brooks

(703) 433-4420
(703) 675-9424
Randy Harris (703) 433-4420
(703) 675-9424
TBD  
Employee Relations

Terry Mellendorf

(703) 433-4050
(703) 929-5154

Terry Mellendorf (703) 433-4050
(703) 929-5154
Nancy Jorns (703) 433-4657
(703) 932-1646
Mergers/Acquisitions/Restructuring Randy Harris (703) 433-4420
(703) 675-9424
Dan Suffoletta (703) 433-4075
(703) 932-7428
Amy Hennessey (703) 433-4047
(703)929-0171
Performance Mgmt Ellen Petrocci (703) 433-4060
(703) 930-7022
Alyssa Neumaier (703) 433-4054
(703) 898-0823
Candice Anderson
(703) 433-3892
---
Policies & Procedures Randy Harris (703) 433-4420
(703) 675-9424
Terry Mellendorf (703) 433-4050
(703) 929-5154
Nancy Jorns (703) 433-4657
(703) 932-1646
Recruiting Claudia Hall (703) 433-4024
(703) 906-3231
Claudia Hall (703) 433-4024
(703) 906-3231
Dan Gillison (703) 433-4682
(703) 856-2592
Succession Planning Randy Harris (703) 433-4420
(703) 675-9424
Jim Caprara (703) 433-4625
(703) 675-9743
Lynn Schmidt (703) 433-4524
(703)930-7211
Surveys Jim Caprara (703) 433-4625
(703) 675-9743
Chris Houck (407) 838-5256
(407) 908-2046
Richard Zenk (703) 433-4523
(703) 675-9485
Termination Processing Terry Mellendorf (703) 433-4050
(703) 929-5154
Dan Suffoletta (703) 433-4075
(703) 932-7428
Amy Hennessey (703) 433-4047
(703)929-0171

NEXTEL-000068

Who Will Need to Participate?


[Unreadable Text]

ESCALATION PATH

3rd Level
Aproval
Desk Phone
Cell Phone
2nd Level
Aproval
Desk Phone
Cell Phone
1st Level
Aproval/SMD
Desk Phone
Cell Phone
       

Robin Brancart

(703) 433-3714
TBD
 
Human Resources      
Sales Institute
(703) 856-5621
     
Lynn Tierney
(678) 473-4464
TBD
 
   
(703) 433-4625
Customer Support
(404) 597-3731
     
Bernard Flaherty
(703) 547-5417
TBD
 
     
Technology Institute
(703) 928-5784
     
Lynn Schmidt
(703) 433-4524
TBD
 
Training
Jim Caprara
 
Leadership Institute
(703) 930-7211
     
Patricia Rhodes
(703) 433-4025
TBD
 
     
Products & Services
(703) 898-8697
   
(703) 675-9743
Maria Meyer
(703) 433-3567
TBD
 
     
Nextel Learning Solutions
(954) 520-2800
     
Chris Houck
(407) 838-5256
TBD
 
     
Business Mgmt
(407) 908-2046
Transfers & Relocations
Ellen Petrocci
(703) 433-4060
(703) 930-7022
Ellen Petrocci
(703) 433-4060
(703) 930-7022
Amy Cavanaugh
 
Workforce Planning/Staffing
Terry Mellendorf
(703) 433-4050
(703) 929-5154
Claudia Hall
(703) 433-4024
(703) 906-3231
TBD
 
Workforce Deployment
Randy Harris
(703) 433-4420
(703) 675-9424
Terry Mellendorf
(703) 433-4050
(703) 929-5154
TBD
 

NEXTEL-000069

Who Will Need to Participate?


[Unreadable Text]

[Unreadable Text]

3rd Level
Aproval
Desk Phone
Cell Phone
2nd Level
Aproval
Desk Phone
Cell Phone
1st Level
Aproval/SMD
Desk Phone
Cell Phone
  Asset Mgmt

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125

Scott Sovereign

(703) 433-8302

(703) 906-6260

Matthew Werner

Robin Williams

(703) 433-8511
(703) 930-8062
(703) 433-8107
(703) 856-5578
Supply
Chain
Auctioning

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3662
(301) 343-7125
Kathy Hinton

(703) 552-7286

(703) 898-7134

Katrina Leach

(425) 278-2177

(703) 906-3533

Catalog Mgmt

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125
Kathy Hinton

(703) 552-7286

(703) 898-7134

Katrina Leach

(425) 278-2177

(703) 906-3533

Contract Mgmt

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125
Kathy Hinton

(703) 552-7286

(703) 898-7134

Donovan Mitchell

TBD

(703) 552-7303
(703) 856-7404
Distribution Requirements Panning

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125

Scott Sovereign

Patrice Kelly

(703) 733-8302
(703) 906-6260
(703) 433-8386
(703) 928-1546

Matthew Werner

Robin Williams

(703) 433-8511
(703) 930-8062
(703) 433-8107
(703) 856-5578
eCommerce

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125
Kathy Hinton

(703) 552-7286

(703) 898-7134

Katrina Leach

(425) 278-2177

(703) 906-3533

Forecasting

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125

Scott Sovereign

Kathy Hinton

(703) 733-8302
(703) 906-6260
(703) 552-7286
(703) 898-7134

Matthew Werner

Robin Williams

(703) 433-8511
(703) 930-8062
(703) 433-8107
(703) 856-5578
Inventory Mgmt

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125

Scott Sovereign

Patrice Kelly

(703) 733-8302
(703) 906-6260
(703) 433-8386
(703) 928-1546

Matthew Werner

Robin Williams

(703) 433-8511
(703) 930-8062
(703) 433-8107
(703) 856-5576

NEXTEL-000070

Who Will Need to Participate?


[Unreadable Text]

[Unreadable Text]

3rd Level
Aproval
Desk Phone
Cell Phone
2nd Level
Aproval
Desk Phone
Cell Phone
1st Level
Aproval/SMD
Desk Phone
Cell Phone
  Vendor db Mgmt & MWBE

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703)433-3862
(301) 343-7125
Kathy Hinton

(703) 552-7286

(703)898-7134

Roland Jones (703) 552-7306

(571)233-2605

Supply
Chain
Purchase Orders

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125
Cheryl Kosmann

(703) 433-4826

(703) 675-0889

Hollie Scott

Danielle Funk

(407) 838-5059
(321)436-2535
(703) 433-8516
(703)675-5016
Property Mgmt

Al Shotwell

Brian Meadows

(703) 433-4007
(703) 906-3613
(703) 433-3862
(301) 343-7125

Cheryl Tipton

Al Shotwell

(703) 433-4773
n/a
(703) 433-4007
(703) 906-3613
Cheryl Tipton

(703) 433-4773

n/a

Receiving

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125
Cheryl Kosmann

(703) 433-4826

(703) 675-0889

Judy Leonard

(703) 433-8309

(703) 926-7747

Requisitioning

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125
Cheryl Kosmann

(703) 433-4826

(703) 675-0889

Judy Leonard

(703) 433-8309

(703) 926-7747

RFP

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703)433-3862
(301)343-7125
Kathy Hinton

(703)552-7286

(703)898-7134

Jerry Rogers

(703) 552-7288

(703) 675-1415

Supplier Scheduling

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125

Scott Sovereign

Patrice Kelly

(703) 733-8302
(703) 906-6260
(703) 433-8386
(703)928-1546

Matthew Werner

Robin Williams

(703) 433-8511
(703) 930-8062
(703) 433-8107
(703)856-5578
Vendor Evaluation

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125

Scott Sovereign

Kathy Hinton

(703) 733-8302
(703) 906-6260
(703) 552-7286
(703)898-7134

Jerry Rogers

TBD

(703) 552-7288
(703) 675-1415
TBD
TBD

NEXTEL-000071

Who Will Need to Participate?


[Unreadable Text]

[Unreadable Text]

3rd Level
Aproval
Desk Phone
Cell Phone
2nd Level
Aproval
Desk Phone
Cell Phone
1st Level
Aproval/SMD
Desk Phone
Cell Phone
Supply
Chain
Work Order Mgmt Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125
Scott Sovereign (703) 433-8302

(703)906-6260

Matthew Werner

Robin Williams

Matthew Werner

(703)433-8511
(703) 930-8062
(703)433-8107
(703)856-5578
(703)433-8511
(703)930-8062
Item Master Mgmt

Mark Beecy

Brian Meadows

(703) 433-8305
(703) 856-3390
(703) 433-3862
(301) 343-7125

Scott Sovereign

Kathy Hinton

(703) 733-8302
(703) 906-6260
(703)552-7286
(703) 898-7134

Robin Williams

Katrina Leach

(703)433-8107
(703) 856-5578
(425)278-2177
(703)906-3533

NEXTEL-000072

Who Will Need to Participate?


[Unreadable Text]

[Unreadable Text]

3rd Level
Aproval
Desk Phone
Cell Phone
2nd Level
Aproval
Desk Phone
Cell Phone
1st Level
Aproval/SMD
Desk Phone
Cell Phone
TAX Income & Franchise Tax Prep Brian Davis (703) 433-4487
(703) 906-3583
Bill Boswinkle (703) 433-4490
(703) 926-0113
   
Income Tax Financial Reporting Brian Davis (703) 433-4487
(703) 906-3583
Bill Boswinkle (703) 433-4490
(703) 926-0113
   
POs Brian Davis (703) 433-4487
(703) 906-3583
John Cavalieri (703) 433-4126
(703) 906-3572
Peter Falli (703) 433-4501
(703) 675-1870
Service Brian Davis (703) 433-4487
(703) 906-3583
John Cavalieri (703) 433-4126
(703) 906-3572
Jeff Dean (703) 433-4125
(703) 906-3907
Use Tax Brian Davis (703) 433-4487
(703) 906-3583
John Cavalieri (703) 433-4126
(703) 906-3572
Peter Falli (703) 433-4501
(703) 675-1870
TEMS Brian Davis (703) 433-4487
(703) 906-3583
John Cavalieri (703) 433-4126
(703) 906-3572
Sunti Snguon (703) 433-4499
(703) 926-3359
Planning Brian Davis (703) 433-4487
(703) 906-3583
Julio Duarte (703) 433-4491
(703) 906-3895
   
Incentives Brian Davis (703) 433-4487
(703) 906-3583
Julio Duarte (703) 433-4491
(703) 906-3895
   
Research Brian Davis (703) 433-4487
(703) 906-3583
Julio Duarte (703) 433-4491
(703) 906-3895
   
Accruals Brian Davis (703) 433-4487
(703) 906-3583
Jeff Dean (703) 433-4125
(703) 906-3907
Christine Goode (703) 433-4020
(703) 928-6002
Tax Report Filings Brian Davis (703) 433-4487
(703) 906-3583
Jeff Dean (703) 433-4125
(703) 906-3907
Christine Goode (703) 433-4020
(703) 928-6002
Payments Brian Davis (703) 433-4487
(703) 906-3583
Jeff Dean (703) 433-4125
(703) 906-3907
Christine Goode (703) 433-4020
(703) 928-6002
Reconcilliations Brian Davis (703) 433-4487
(703) 906-3583
Jeff Dean (703) 433-4125
(703) 906-3907
Christine Goode (703) 433-4020
(703) 928-6002
Adjustments Brian Davis (703) 433-4487
(703) 906-3583
Jeff Dean (703) 433-4125
(703) 906-3907
Christine Goode (703) 433-4020
(703) 928-6002
Unclaimed Property Brian Davis (703) 433-4487
(703) 906-3583
Jeff Dean (703) 433-4125
(703) 906-3907
Andrew Vaughn (703) 433-3899
(703) 675-2101
Audits & Litigation Brian Davis (703) 433-4487
(703) 906-3583
Michael Raymond (703) 433-4489
(703) 906-7916
Joy Pinchback (703) 433-4374
(703) 433-4374
Property Tax Filings Brian Davis (703) 433-4487
(703) 906-3583
Paul Kahan (703) 433-4020
(703) 856-2328
Paul Kahan (703) 433-4020
(703) 856-2328
Assessment Review & Controls Brian Davis (703) 433-4487
(703) 906-3583
Paul Kahan (703) 433-4020
(703) 856-2328
Paul Kahan (703) 433-4020
(703) 856-2328
Payment Verification Brian Davis (703) 433-4487
(703) 906-3583
Paul Kahan (703) 433-4020
(703) 856-2328
Paul Kahan (703) 433-4020
(703) 856-2328
Special Projects Brian Davis (703) 433-4487
(703) 906-3583
Jack Kearney (703) 433-4502
(703) 675-0798
Jack Kearney (703) 433-4502
(703) 675-0798

NEXTEL-000073

HIGHLY CONFIDENTIAL

Schedule For Remainder of the Year


    »Internally select software vendors - 10/31/02

    »Negotiate software deals - 11/30/02

    »Internally select integration vendors -11/16/02

    »Negotiate integration vendor deals -11/30/02

    »Start project-12/01/02

    »Implement Phase 1 in the 2H of 2003

    »Initiate Phase 2 in the 2H of 2003 for a 2004 delivery

NEXTEL-000074

Vendor Selection Process


  • There are 2 types of vendors that will be selected in 2002

      »Software Vendors
      »Integration Vendors
  • Core Software
      »Oracle only OR
      »People Soft Only OR

      »Hybrid of Oracle and People Soft
  • Where applicable, we will also be looking at utilizing new core modules that Oracle and People Soft offer

NEXTEL-000075

Vendor Selection Process


  • Systems in scope for upgrade/interface/replacement based on proposed scope
      » Interfacing to and/or from new Oracle/People Soft solution
      • Atlas
      • Brass Ring
      • Cell Track
      • Cost of Access
      • Ensemble
      • EPIC
      • I Connect
      • NDW
      • Nexus
      • On Track
      • Stars/Solar
      • Stock Option Administration

      » Potential to be replaced by Oracle/People Soft or to interface

      • Business Objects (FRS)
      • IT PMO
      • MBSO
      • Ariba
      • Project Accounting
      • RENT DB
      • Tax
      • TM1 (some components...vertex will be an interface)
      • VAD financials

NEXTEL-000076

Upcoming Software Demos


  • People Soft and Oracle will be presenting their latest software versions, each having a 2 day demo
      » People Soft on 10/16-10/17
      » Oracle on on 10/22-10/23
  • During each demonstration each vendor will focus on the following aspects of their software:
      »Strategic requirements defined by second level approvers
      » Strategic processes suggested by Hackett

      » Nextel systems under consideration for consolidation
  • Each SME participating in the demo process will provide feedback rankings (via exit questionnaire) that will be used in the vendor selection process
  • Please come to each demonstration with an open mind

NEXTEL-000079

Upcoming Software Demos


  • Criteria being used to select vendors will include:
      » System Functionality
      » Vendor Relationship (ability to deliver)
      » Need for Customization
      » Cost
      » Ease of integration
      » Scalability
      » Conversion Capability
      » Vendor Profile
      » Reporting Capability
      » Ease of Training

NEXTEL-000080

Cross Functional Interdependences

Human Resources


  ACCOUNTING & FINANCE SUPPLY CHAIN
  Accounts Payable Accounts Recievables Budgeting Cash Tracking Commissions Consolidation Cost Accounting Expense Reporting Financial Planning Financial Reporting Fixed Assets Forecasting General Ledger Handset Inventory Journal Entry Payroll EPPP EBPP Project Accounting Revenue Mgmt T&E Processing Tax Asset Mgmt Auctioning Catalog Mgmt Contract Mgmt Distribution Reqmt's Pln eCommerce Forecasting Inventory Mgmt MMBE and Supplier Database P.O. Property Management Receiving Goods Requisition
HUMAN RESOURCES Benefits X   X X         X X   X X X X X       X   X       X     X   X X     X
Career Dev& Planning & Competency Tracking X   X           X                                             X   X X
Compensation     X   X       X     X       X     X                                
Contractor Tracking X X X       X X X X   X X           X X X X       X   X X   X X   X X
Employee Admin X X X   X     X X X X X X X   X     X   X X X     X       X   X X X X
Employee Communications         X     X           X   X         X X       X                  
Employee Relations                           X   X         X         X           X X    
Mergers, Acqs, Restructurings     X   X X   X X X X   X   X X     X   X X X     X     X     X X   X
Performance Mgmt         X                     X                                      
Policies and Procedures         X                     X                   X           X     X
Recruiting X X X         X X     X   X   X     X   X X X           X X   X X   X
Succession Planning     X                                                                
Surveys                                                               X      
Termination Processing X X X   X     X X X X X X X   X     X   X X X     X       X   X X X X
Training     X   X                 X                                   X     X
Transfers and Relocations X   X         X               X                               X     X
EPPP                                                                      
EBPP                                                                      
Workforce Planning/Staffing X X X         X X X   X   X   X     X   X X X           X X   X X   X
Workforce Deployment X X X         X X X   X   X   X     X   X X X           X X   X X   X

NEXTEL-000081

Cross Functional Interdependences

Human Resources


  OTHER ORGANIZATIONS TAX GLOBAL
  Billing Cell Site Tracking Collections Corp. Financial Strategy Corporate Comms - Empl Comms Customer Care Productivity Downstream Reporting Tools from DW Employee Phone Fulfillment External Business Relationships Legal Contract Mgmt Legal Litigation Legal Security/ Privacy Nextel Retail Product Mgmt - Product Profitability Revenue Assurance Sales Commissions / Dir & Indir Sales Distribution / Dir & Indir Sales SFA Tax Prep Financial Reporting POs Service Use Tax TEMS Contract Review Planning Incentives Research Accruals Tax Report Filings Payments Reconciliations Adjustments Unclaimed Property Audits & Litigation Property Tax Filings Assess. Review & Controls Payments & Verification Data Warehouse Business Intelligence Compliance iConnect IT Infrastructure Engineering Operations Imaging
HUMAN RESOURCES Benefits       X X   X X X X X X X           X X           X   X             X X     X X X X X   X
Career Dev& Planning & Competency Tracking         X   X   X X     X X   X                                       X     X X X X X   X
Compensation       X X X X           X     X     X X           X X               X X     X X X X X    
Contractor Tracking     X X     X   X X     X                             X             X X     X X X X X   X
Employee Admin     X X X   X     X   X X     X                   X X X               X     X X X X X   X
Employee Communications         X   X X         X     X                   X X X               X         X X X    
Employee Relations     X   X   X X X       X                             X               X     X   X X      
Mergers, Acqs, Restructurings         X     X X       X     X     X X           X X X X X         X X     X X X X     X
Performance Mgmt         X   X     X   X X                                             X     X X X X     X
Policies and Procedures         X     X         X               X X X     X X X               X     X X X X      
Recruiting         X   X X X       X     X                           X           X     X X X X X   X
Succession Planning             X           X                                             X     X     X      
Surveys           X             X                                             X     X     X      
Termination Processing     X X X   X     X   X X     X                                       X     X X X X X   X
Training         X X X   X       X                                 X           X     X X X X X   X
Transfers and Relocations             X           X                         X X               X X     X   X X     X
EPPP                                         X               X X X         X                  
EBPP                                           X X X           X   X X     X                  
Workforce Planning/Staffing         X   X X X       X     X                   X X                 X     X X X X X   X
Workforce Deployment         X   X X X       X     X                   X X                 X     X X X X X   X

NEXTEL-000082

Cross Functional Interdependencies

Accounting & Finance


  HUMAN RESOURCES SUPPLY CHAIN
  Benefits Career Dev & Planning & Competency Compensation Contractor Tracking Employee Admin Employee Communications Employee Relations Mergers, Acqs, Restructurings Performance Mgmt Policies and Procedures Recruiting Succession Planning Surveys Termination Processing Training Transfers and Relocations EPPP EBPP Workforce Planning/Staffing Workforce Deployment Asset Mgmt Auctioning Catalog Mgmt Contract Mgmt Distribution Reqm'ts Pln eCommerce Forecasting Inventory Mgmt MWBE and Supplier Database PO Property Management Receiving Goods Requisition RFP Supplier Scheduling Vendor Eval Work Order Mgmt
HUMAN RESOURCES Accounts Payable       X       X   X X         X         X X X X   X     X X X X X        
Accounts Receivable       X     X X   X                                                      
Budgeting X   X X       X     X       X X     X X             X X     X     X     X
Cash Tracking     X             X                     X X                   X          
Commissions     X   X       X X       X   X               X X   X X                  
Consolidation               X   X                     X                                
Cost Accounting                   X                     X           X X   X              
Expense Reporting                                                                          
financial Planning X   X X       X     X       X X     X X             X X     X     X     X
Financial Reporting     X             X                                                      
Fixed Assets                                         X         X   X   X   X X       X
Forecasting X   X X       X     X       X X     X X             X X     X     X     X
General Ledger X   X         X   X X       X X           X           X       X X        
Handset Inventory                                         X     X     X X   X   X X        
Journal Entry X   X       X     X X                                                    
Payroll X X X X X X X X X X X X X X X X     X X             X                    
Project Accounting                                         X         X       X   X X       X
Revenue Mgmt                                                                          
T&E Processing         X X X     X       X X X                   X                      
Tax     X                                                 X                  

NEXTEL-000083

Cross Functional Interdependences
Accounting & Finance


  OTHER ORGANIZATIONS TAX GLOBAL
  Billing Cell Site Tracking Collections Corp Financing Strategy Corporate Comms - Empl Comms Customer Care Productivity Downstream Reporting Tools from DW Employee Phone Fulfillment External Business Relationship Legal Contract Mgmt Legal Litigation Legal Security / Privacy Nextel Retail Product Mgmt - Product Profitability Revenue Assurance Sales Commissions / Dir & Indir Sales Distribution / Dir & Indir Sales SFA Spectrum Tracking Tax Prep Financial Reporting POs Service Use Tax TEMS Contract Review Planning Incentives Research Accruals Tax Report Filings Payments Reconciliations Adjustments Unclaimed Property Audits & Litigations Property Tax Filings Assess Review & Controls Payments & Verifications Payments & Verifications Business Intelligence Compliance iConnect IT Infrastructure Engineering Operations Imaging
Accounting & Finance Accounts Payable X X   X           X X X X     X               X     X       X X X   X X X   X     X X X   X
Accounts Receivable X   X         X         X X X                               X       X X X     X   X   X    
Budgeting X X X X   X X   X       X X   X X     X X X X X     X                 X X   X X       X X  
Cash Tracking X   X         X         X X                                           X X   X X   X   X    
Commissions X   X X     X   X X X   X X   X X X                                 X X       X X X   X    
Consolidation X X X                   X     X       X X           X X X             X X         X   X    
Cost /Accounting                                     X                                 X       X   X        
Expense Reporting                                                                       X X                  
Financial Planning X X X X   X X   X       X X   X X     X X           X X X               X     X       X X  
Financial Reporting X X X     X X X         X   X X X   X X X           X X X X     X     X X     X   X   X    
Filed Assets   X                                   X X           X X     X       X X X                 X
Forecasting X X X X   X X   X       X X   X X     X X X X X     X X                 X   X X       X X  
General Ledger X   X         X     X   X X   X X X   X X X X X     X X   X X X X   X X X     X   X   X    
Handset Inventory X   X       X X         X X X X X         X   X           X X         X X     X   X   X    
Journal Entry X X X       X X         X     X X X   X X X X X     X X X X X X X     X X     X   X   X    
Payroll     X X X X X   X   X X X     X       X X           X X X           X X X   X X X X X X   X
Project Accounting   X                                   X X           X X X             X X                  
Revenue Mgmt X   X       X X             X     X   X X                             X       X   X   X    
T&E Processing         X                                                             X X X       X X X    
Tax X             X                 X                                                 X        

NEXTEL-000084

Cross Functional Interdependences
Tax


  HUMAN RESOURCES ACCOUNTING & FINANCE
  Benefits Career Dev & Planning & Competency Compensation Contractor Tracking Employee Admin Employee Communications Employee Relations Mergers, Acqs, Restructurings Performance Mgmt Policies and Procedures Recruiting Succession Planning Surveys Termination Processing Training Transfers and Relocations EPPP EBPP Workforce Planning/Staffing Workforce Deployment Accounts Payable Accounts Receivable Budgeting Cash Tracking Commissions Consolidation Cost Accounting Expense Reporting Financial Planning Financial Reporting Fixed Assets Forecasting General Ledger Handset Inventory Journal Entry Payroll Project Accounting Revenue Mgmt T&E Processing Tax
Tax Tax Prep X   X         X                             X     X     X X X X X   X X X X   X
Financial Reporting X   X         X                             X     X     X X X X X   X X X X   X
POs                   X             X           X                 X X X X         X
Service                   X               X         X                 X X   X         X
Use Tax                   X               X     X   X                 X X X X         X
TEMS                                   X                                           X
Contract Review                                                                               X
Planning X   X   X X   X   X           X     X X X   X     X     X X X X X   X X X     X
Incentives     X   X X   X   X           X     X X           X     X X X X X   X X X     X
Research X     X X X X X   X                               X     X X         X X X     X
Accruals               X                 X                         X     X X X          
Tax Report Filings               X     X       X   X X     X X                 X   X X X          
Payments                                 X       X                       X   X          
Reconciliations                                   X     X                 X     X   X          
Adjustments                                   X                                            
Unclaimed Property                                         X X     X           X   X     X        
Audits & Litigation X   X X       X               X         X X X X X X X X   X X   X X X X X X X X
Property Tax Filings X X X   X X X X X X X X X X X X X X X X X X X X   X   X X X X X X X X X X   X X
Assessment Review & Controls                                                                             X X
Payments & Verification                                         X   X X               X       X       X

NEXTEL-000085

Cross Functional Interdependences
Tax


  SUPPLY CHAIN MANAGEMENT OTHER ORGANIZATIONS GLOBAL
  Asset Mgmt Auctioning Catalog Mgmt Contract Mgmt Distribution Reqm'ts Pln eCommerce Forecasting Inventory Mgmt MWBE and Supplier Database PO Property Management Receiving Goods Requisition RFP Supplier Scheduling Vendor Eval Work Order Mgmt Billing Cell Site Tracking Collections Corp. Financial Strategy Corporate Comms- Empl Comms Customer Care Productivity Downstream Reporting Tools from DW

Employee Phone Fulfillment

External Business Relationships Legal Contract Mgmt Legal Litigation Legal Security / Privacy Nextel Retail Product Mgmt - Product Profitability Revenue Assurance Sales Commissions/ Dir & Indir Sales Distribution/ Dir & Indir Sales SFA Data Warehouse Business Intelligence Compliance iConnect IT Infrastructure Engineering Operations Imaging
Tax Tax Prep                                                                                    
Financial Reporting                                                                                    
POs       X                           X   X     X X     X X   X       X X X     X      
Service       X                           X   X     X X X   X X     X       X X     X      
Use Tax X     X   X X X   X               X X         X X   X X   X X X   X   X            
TEMS       X                           X   X     X X X   X             X X X            
Contract Review       X                   X       X                 X                              
Planning                                         X X       X   X               X X X X      
Incentives                                         X X       X                   X X X X      
Research                                         X X       X X X               X X X X      
Accruals                                   X X         X X             X                    
Tax Report Filings               X               X   X X           X X X     X   X       X            
Payments                                               X           X                        
Reconciliations                                               X           X   X                    
Adjustments                                   X   X       X               X                    
Unclaimed Property                                   X X X                       X       X            
Audits & Litigation X X     X X   X X X X X   X       X X X X     X X   X X X X X X X X X X ? X   X X X
Property Tax Filings X           X X X X X X             X   X           X     X       X   X X X X X X X
Assessment Review & Controls                                     X               X                              
Payments & Verification                                     X                     X                        

NEXTEL-000086

Cross Functional Interdependencies
Supply Chain Management


  HUMAN RESOURCES ACCOUNTING & FINANCE
  Benefits Career Dev & Planning & Competency Tracking Compensation Contractor Tracking Employee Admin Employee Communications Employee Relations Mergers, Acqs, Restructuring Performance Mgmt Policies and Procedures Recruiting Succession Planning Surveys Termination Processing Training Transfers and Relocation EPPP EBPP Workforce Planning/Staffing Workforce Deployment Accounts Payable Accounts Receivable Budgeting Cash Tracking

Commissions

Consolidation Cost Accounting Expense Reporting Financial Planning Financial Reporting Fixed Assets Forecasting General Ledger Handset Inventory Journal Entry Payroll Project Accounting Revenue Mgmt T&E Processing Tax
SUPPLY CHAIN Asset Mgmt                                                         X   X                  
Auctioning                                                                                
Catalog Mgmt                                                             X X                
Contract Mgmt                                                                                
Distribution Reqmt's Pln                                                         X     X                
eCommerce                                                                                
Forecasting                             X       X X     X X         X     X   X            
Inventory Mgmt                                             X X         X X                    
MWBE and Supplier Database                                                           X X   X   X   X   X X
PO X     X     X     X X       X           X   X                                 X
Property Management         X     X                     X X X X X           X X X X X     X       X
Receiving Goods X     X     X     X X       X           X           X X   X X   X   X   X   X X
Requisition X     X     X     X X       X           X                 X X   X   X   X   X X
RFP                                                         X                      
Supplier Scheduling                                             X           X                      
Vendor Eval                                                                                
Work Order Mgmt                                                           X   X         X      

NEXTEL-000087

Cross Functional Interdependences
Supply Chain Management


  OTHER ORGANIZATIONS TAX GLOBAL
  Billing Cell Site Tracking Collections Corp. Financial Strategy Corporate Comms - Empl Comms Customer Care Productivity Downstream Reporting Tools from DW Employee Phone Fulfillment
External Business Relationships Legal Contract Mgmt Legal Litigation Legal Security / Privacy Nextel Retail Product Mgmt - Product Profitability Revenue Assurance Sales Commissions / Dir & Indir Sales Distribution/ Dir & Indir Sales SFA Tax Prep Tax Prep Financial Reporting POs Service

Use Tax

TEMS Contract Review Planning Incentives Research Accruals Tax Report Filings Reconciliations Adjustments Unclaimed Property Audits & Litigation Property Tax Filings Assess Review & Controls Data Warehouse Business Intelligence Compliance IConnect IT Infrastructure Engineering Operations Imaging
SUPPLY CHAIN Asset Mgmt                                               X                     X X     X       X  
Auctioning                                                     m               X                  
Catalog Mgmt                 X                                                           X X     X  
Contract Mgmt                 X X                       X X X X X                       X     X     X
Distribution Reqmt's Pln                 X                                                   X       X          
eCommerce                                               X                     X       X          
Forecasting       X         X         X                   X                       X     X       X  
Inventory Mgmt                                               X                     X X     X       X  
MWBE and Supplier Database                 X                                                   X X     X          
PO                         X                     X             X       X X     X X   X X  
Property Management     X X   X X     X X   X                                           X X   X X     X    
Receiving Goods                         X                                           X X     X X   X X  
Requisition                         X                                                   X X   X X  
RFP                 X                                 X                 X       X          
Supplier Scheduling                 X                                                           X       X  
Vendor Eval                 X                                           X               X       X  
Work Order Mgmt                                                                             X       X  

NEXTEL-000088

Updated August 14, 2015

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