Skip to main content

P4080-R: Nextel - Financial, HR, SCM, Tax Systems Overhaul: Software Selection Update, Steering Committee

This document is available in two formats: this web page (for browsing content) and PDF (comparable to original document formatting). To view the PDF you will need Acrobat Reader, which may be downloaded from the Adobe site. For an official signed copy, please contact the Antitrust Documents Group.

 

Government Exhibit P4080-R

Financial, HR, SCM, Tax Systems Overhaul
Software Selection Update

Image of cellular phones and Nextel's logo

Steering Committee - December 9, 2002

Nextel's logoProprietary and Confidential

NEXTEL-000193 CONFIDENTIAL

Agenda

NEXTEL-000194 CONFIDENTIAL

Approach

NEXTEL-000195 CONFIDENTIAL

Software Selection Strategy

NEXTEL-000196 CONFIDENTIAL

Software Selection Options

Graph chart of software options for hr, accounting/finance/tax, and scm[D]

NEXTEL-000197 CONFIDENTIAL

Software Evaluation Methodology

NEXTEL-000198 CONFIDENTIAL

Software Evaluation Methodology

NEXTEL-000199 CONFIDENTIAL

Three primary methods were used to evaluate each of the vendors

Image depicting methods of evaluating vendors[D]

NEXTEL-000200 CONFIDENTIAL

Determining Weighted Vendor Criteria

NEXTEL-000201 CONFIDENTIAL

Weighted Vendor Criteria

Image depicting methods of evaluating vendors[D]

NEXTEL-000202 CONFIDENTIAL

Summary Results

NEXTEL-000203 CONFIDENTIAL

FSO Oversight Committee Recommendation

  • The FSO Oversight Committee recommends that Nextel implement an all PeopleSoft Solution for its HR, Accounting & Finance, Tax, and Supply Chain Enterprise Systems

NEXTEL-000204 CONFIDENTIAL

Overall Summary

All options were scored by applying weighted points; the option with the most points is preferred. The weights were applied according to a tiered system that grouped attributes by their priority. Tier 1 represents the highest priority attributes receiving scores from 0-3 points, tier 2 attributes ranged from 0-2 points and tier 3, the lowest priority attributes, ranged from 0-1 points.

Line graph measuring all Tier items by Poor, Average, and Excellent[D]

NEXTEL-000205 CONFIDENTIAL

Tier 1 Criteria

All options were scored by applying weighted points; the option with the most points is preferred. The weights were applied according to a tiered system that grouped attributes by their priority. Tier 1 represents the highest priority attributes receiving scores from 0-3 points.

Line graph measuring Tier 1 items by Poor, Average, and Excellent[D]

NEXTEL-000206 CONFIDENTIAL

Tier 2 Criteria

All options were scored by applying weighted points; the option with the most points is preferred. The weights were applied according to a tiered system that grouped attributes by their priority. Tier 2 represents medium priority attributes receiving scores from 0-2 points.

Line graph measuring Tier 2 items by Poor, Average, and Excellent[D]

NEXTEL-000207 CONFIDENTIAL

Tier 3 Criteria

All options were scored by applying weighted points; the option with the most points is preferred. The weights were applied according to a tiered system that grouped attributes by their priority. Tier 3 represents low priority attributes receiving scores from 0-1 point.

Line graph measuring Tier 3 items by Poor, Average, and Excellent[D]

NEXTEL-000208 CONFIDENTIAL

Detailed Results

NEXTEL-000209 CONFIDENTIAL

Software Selection Options

Image depicting software selection options[D]

NEXTEL-000210 CONFIDENTIAL

Option 1 - All PeopleSoft (Summary)

  • Modules/Gaps
    • Accounting & Finance
      • For all items in Phase I & II, everything was accepted, except some areas of Reporting (Cognos) - FSO will use Hyperian and Business Objects to solve gap
      • and Property Management (rent db) - FSO will either develop a custom solution for Rent DB or procure a small package
    • Human Resources/Payroll
      • For all items in Phase I & II, everything was accepted, except Commissions - FSO will continue to use Oracle Solar interfacing through current NDW architecture - also includes NIST EN 0005
    • Supply Chain Management
      • For all items in Phase I & II, everything was accepted, except Contract tracking, - Open FSO item - NIST EN 0285, NS 0193 and OTH 0284
    • Tax
      • For all items in Phase I & II, everything was accepted, except Lease Co - Open FSO NIST NS 0241
  • Cost
    • Total Cost of Ownership (assume 5 years): $ REDACTED
  • IT Issues
    • Integrating PeopleSoft Finance and Supply Chain to Atlas is more complex and expensive (REDACTED) than Oracle integrating to Atlas
    • Hardware, software, implementation, and support costs are lower (REDACTED) than a hybrid system approach
  • Functional Evaluation (Results out of 10)
    • Finance & Accounting:
    		 7.23
    • Human Resources:
    		 7.41
    • Supply Chain:
    		 8.14
    • TOTAL AVERAGE:
    		 7.59

NEXTEL-000211 CONFIDENTIAL

Option 1 - All PeopleSoft (Products to be Implemented)

Human Resources & Payroll
PeopleSoft Product Function
Benefits Administration Benefits
Commissions Commissions
Directory Interface Profile Maintenance
eBenefits Benefits
eCompensation Compensation
eCompensation Manager Desktop Compensation
eDevelopment Employee Development
eEquity Stock Option/Stock Purchase Administration
Enterprise Incentive Management Incentive Administration
Enterprise Learning Solutions Learning Management
Enterprise Portal Application Gateway
Enterprise Warehouse Reporting and Analysis
ePay Employee Payroll Self-Service
ePerformance Performance Management
eProfile Employee Profile Self-Service
eProfile Management Desktop Maintenance of Employee Profiles
eRecruit Recruiting
eRecruit Management Desktop Recruiting
Global Payroll Payroll
Help Desk HR Workforce Support Center
HRMS Portal Pack HR Gateway
HRMS Warehouse Reporting and Data Repository
Human Resources Recruiting Compensation Workforce Development
Mobile Time Management Time and Labor
Payroll Interface Employee Data Transfer
Payroll for North America Payroll
Global
PeopleSoft Product Function
App Connect Application Integration
Enterprise Portal Application Gateway
Enterprise Warehouse Enterprise Data Warehouse
Integration Broker Application Integration
   
Supply Chain Management
PeopleSoft Product Function
Catalog Management Item Master Management
Demand Planning Distribution Requirement and Forecasting
Enterprise Planning Planning & Scheduling
eProcurement eProcurement (Ariba Replacement)
eStore Employee ? Fulfillment
Inventory Inventory Management
Inventory Planning ? Master Management & Receiving
Purchasing Procurement
Services Procurement Legal and Services Contract Management
Strategic Sourcing RFP Auctioning
Supply Chain Warehouse Analysis & Reporting
Supply Rating System Vendor Evaluation/Supplier Analysis
Accounting, Finance & Tax
PeopleSoft Product Function
Activity Based Management Cost Accounting
Analytical Forecast Forecasting
Asset Management Fixed Asset and Property Management
Balanced Score Card Performance Management
? ?
Budgeting Budgeting
Business Planning Financial Planning and Forecasting
Cash Management Treasury
Deal Management Treasury
Expenses Expense Reimbursement Submission & Reporting
Financials Warehouse Reporting and Analysis
General Ledger ?
Global Consolidations ?
Payables AP and ? for Payment
Projects Project Accounting
Receivables AR Function ? Ensemble

NEXTEL-000212 CONFIDENTIAL

Option 1 - All PeopleSoft (Cost)

License Cost Support & Maintenance Training Total Cost of Ownership
$ REDACTED $ REDACTED $ REDACTED $ REDACTED

Assumptions:

  • Numbers are based on prices provided by RFQ
  • Training costs are not comprehensive.
  • Support and Maintenance numbers are based on 5 year contract

NEXTEL-000213 CONFIDENTIAL

Option 1 - All PeopleSoft (IT)

Integration Risks
  • PeopleSoft / Atlas integration will cost approximately $ REDACTED more than Oracle / Atlas integration.
Delivery Risks
  • Relative to other options, none.
Technical Considerations
  • Lower software and hardware costs than hybrid options (3,4, and 5).
  • Approximately REDACTED % lower implementation and on-going support costs than hybrid options.
  • Higher IT training costs to get team up to speed.

NEXTEL-000214 CONFIDENTIAL

Option 1 - All PeopleSoft (Func. Eval.)

Attendees rated each application on how well it met the business-defined functional requirements during the demonstration sessions. These requirements were graded on a scale of 0-10 (0=Does Not Meet, 10=Exceeds.)

Unreadable line chart for rating PeopleSoft functional evaluation

  Finance & Accounting Human Resources Supply Chain Management Total
Attendees: 20 22 28 70

Attendees included members of the Oversight Committee and designated primary and secondary SMEs.

   Functionality Demonstrated
Human Resources
Compensation (including MBSO)
Benefits
Surveys & Training
Recruiting
Payroll
Commissions for In-Directs
Supply Chain Management
Script covering Request to Check
Accounts Payable (including VAD)
Time & Expense Reporting
Item Master Management
Forecasting
Distribution Management
Inventory Management
Reporting
Fixed Assets
Business Objects Capability
Accounting & Finance
Tax-LeaseCo
Consolidations
Budgeting/Forecasting
Revenue Management/Reporting
Property Mangement
General Ledger
Treasury

NEXTEL-000215 CONFIDENTIAL

Option 1 - All PeopleSoft (Func. Eval.)

Bar graph depicting point (0.00-10.0) evaluation of functions[D]

NEXTEL-000216 CONFIDENTIAL

 

Updated January 12, 2023