our netsuite capabilities january 2021 - kertios

Kertios Consulting

Our NetSuite Capabilities

January 2021

About Kertios Consulting

Why Kertios?

NetSuite as ERP system for future

Specific of NetSuite Implementation in Russia

Kertios Consulting at a glance

3

40+ Consultants

15+ in Russia

15+ Oracle Application Consultants

7 JDE Consultants

7 OeBS/Fusion Consultants

3 NetSuite Consultants

#Proximity #Expert

#Innovation #Processes

#Solution #Results

#Agility #International

50+ clients

trusting us

ru.kertios.com

Partners

1718

10% Turnover increase in

Russia from 2019 to 202010+ ERP/HCM successful

projects delivered by our

Russian teams

19

90%+ of Russian

Revenue coming from

ERP/HCM projects over the

last 3 years

20% Net profit in 2020 for

Russian branch

1 M €+ Yearly turnover in Russia

20

History of Kertios Consulting

4

Creation of Kertios Consulting

The company was founded in Paris by Xavier Boissonnet and

Jean-Paul Choquel and operated for the first 6 years exclusively in

France.

First HR project in Russia and CIS

Completion of the project of corporate Société Générale HRIS

solution implementation in Rosbank.

First Cloud implementation

Kertios Consulting continues to develop HCM and JD Edwards

domains, as well as realizing the project of Oracle HCM Cloud

implementation for Aquarelle Group.

Setting Up a Branch Office in Russia

The branch in Moscow was headed by Frederic Glenat

who has been successfully developing the Russian

division for almost 10 years.

First JDE project

JD Edwards implementation project

completed at Pernod Ricard.

Realization of 2 large projects: for Froneri company

(rollout of the JD Edwards system in Russia) and AfrAsia

Bank in Mauritius (implementation of 9 modules of the

HCM Cloud system).

Global Software Vendor (Confidential)

JD Edwards Support

Kertios Consulting continues to support clients which run JD

Edwards (FANUC, VTB)

2019

International projects

2020

First project of NetSuite implementation

Our service offering is built around four main lines of activities

5

• Program management

• Project management

• Process design and alignment

• Opportunity studies and Business

Cases

• Impact analysis of new system

implementation

• Master plan

• IT Governance

• System Architecture/ SOA / MDM

• Package Software implementation

• Managers’ coaching

• Training

• Talent Management

• Recruitment

• HCM Process design and

alignment

• HCM System implementation

Organization &

Management

Change

Management

Human Capital

Management

Finances,

Supply Chain

& Distribution

IT Management

• Performance management /Cost

Controlling

• Activity Based Management

• IFRS/RAS Accounting

• Supply Chain Management

• Procurement processes

• ERP system implementation

Our advantages

6

A wide experience of Global/Local successful projects

Financial Stability *

Balanced Functional and Technical skills

A strong culture of Delivery supported by a creative Consulting mindset

Mostly operating on Business Applications market (Cloud and On-Premise)

A process driven approach in most of our engagements

Human Capital

ManagementFocusing on Finance, Logistics, Manufacturing and Project Management areas

* Turnover 4 - 4.5 M € in 2017 – 2018


Why Kertios?



NetSuite: History

8

2013World’s most

deployed cloud

ERP system

2008/09• First global

cloud ERP

• First vertical

cloud platform

2007IPO on

NYSE

Ticker: N

2000First cloud

Business suite

1998Founded by

(Larry Ellison и

Evan Goldberg)

#1 Cloud

ERP

Source: Gartner

Employees globally

7,000+Organizations and subsidiaries globally

40,000+New logos in last 12 months

3000+$1B+Revenue run rate

TODAY

Trusted by 40,000 Organizations

Every Size. Every Industry. In Every Part of the World

9

AMP RetailWholesale

DistributionSoftware NonprofitServices Manufacturing

Reasons for Choosing NetSuite

NetSuite is Software as a Service (SaaS) Model: Application hosted over the internet (log in from anywhere)

Access to the data beneath the business trends

The account is configurable and customizable

NetSuite uses a relational database management structure (RDMS): Provides a single source of data, connecting the businesses’ functional units together,

delivering a single point of business

Uses data common to multiple tables to link them together

Allows customizable business process and internal control capabilities

Is the predominant choice in storing financial records, manufacturing and logistical

information, personnel data

10

NetSuite Structure – from technical core to industry solutions

11

UNIFIED CLOUD PLATFORM

SUITCLOUD PLATFORM

ERP/COMMERCE/SRP

ONEWORLD

INDUSTRY

Software

Services

AMP

Nonprofit

Manufacturing

Wholesale Distribution

Retail

Multi-book

Multi-language

Multi-currency

Multi-country tax

compliance

Point & Click

Customization

Powerful Scripting

Visual Workflow Builder

Integration APIs

No Version Lock

Built-in Platform

Intelligence

ERP

FinancialsSRP

SCM

Omnichannel

Commerce

CRM

HCM

BFNBuilt for the Cloud

Multi-tenant

Built on Oracle Stack

Built to Run a

Business

Unified Data Model

Everyone on Same

Release

More details on slides 14-16

12

~100 • days time to Value

• faster user adoption

• ROI focus

150+• reports & dashboards

immediately available

22,000+• deployments

• success for 20 years

• unique methodology

Ready and Flexible Cloud Solution that contains perfect tools for each type of user

Why NetSuite?

300+ • BI Components

Available “Out Of The

Box”

User:

Workspace adapted to

devices with different

diagonal

Individually customizable

interface

Business Analyst:

Configure business rules,

integrate apps

Build Screens, tables, fields

Developer:

Robust full development

environment

Open interfaces

Product life cycle

management

Administrator:

Management of

customizations

Management of roles and

security

Fortune 100 Runs NetSuite (and 20K Others)

13

#7

#37

#22 #42

#77

#27 #44

#21

#32

#34

#97

#51#10

#12

#70

#95#57

#55 #82

#64


Why Kertios?



Localization vs Integration

15

NetSuite as a single ERP system is localized for company requirements to

incorporate:

• Translations

• Specific local workflows and processes

• RU Master Data specific fields

• Development of add-ons based on local expertise

• Adaptations and reports adapted for local requirements

NetSuite is integrated with local accounting system like 1C in order to

synchronize data between systems and eradicate repetitive, bi-directional data

entry with the help of:

• Development of Integration flows

• Customizations in NetSuite for most critical features, if needed

• Support mapping tables for Master Data cross-references

NetSuite and local accounting system are used in parallel:

• data (Journal Entries, etc.) from local accounting system is imported to

NetSuite in the form of CSV files to General Ledger or AP, AR modules

Scenario 1:

NetSuite

Localization

Scenario 2:

Integration with

accounting system

Scenario 3:

Integration by CSV

files uploading

Scenario 1: NetSuite Localization. Advantages

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Fixing standard of company business processes in one

system

Single ERP system: one source of data for corporate and

local reporting, for all kind of accountings IFRS/RAS/TAX

All business processes are executed on-line with no delays

into the system

Higher business transparency and clarity of business

processes steps

Unique corporate policies incl. accounting based on corporate rules for all areas

No additional cost for staff and other system support

Your business doesn’t rely significantly on

a local accounting system

Your corporate model requires full control

over implemented solution

Your business has strict corporate policies

incl. accounting

Your company’s stakeholders would highly

appreciate higher business transparency

When to consider?

Scenario 2: Integration with accounting system. Advantages

17

Financial and accounting data is secured in NetSuite

Key business processes will be moved to corporate

system

NetSuite Customization only for main business processes will

save cost of development and implementation

More independency from outsources (if there are any)

Your business is dependent from a local

accounting system (e.g. 1C)

Your business outsources accounting

services to a company that mainly uses

local accounting system

Your company has enough human

resources: accounting staff and support

for additional system, employees for

reconciliation execution, etc.

When to consider?

Scenario 3: Integration by CSV files uploading. Advantages

18

Cost saving for the development and maintenance

No impact from local Law changes including Primary

documents package

No changes on NetSuite side

Your corporate model heavily restricts

customization scope for NetSuite

Your business is dependent from a local

accounting system (e.g. 1C) or outsources

accounting services to a company that is

dependent

Your business is not sensitive to time

delays due to interfaces between both

systems

You have resources to maintain and

update data in 2 ERP systems (including

Master Data)

When to consider?


Why Kertios?



Why Kertios Consulting?

A wide experience based on Global/Local successful projects

A highly qualified, English/Russian speaking, ready to start project team, which:

• is able to work at all levels of the organization

• has expertise in most business systems used in the region

• has balanced Functional and Technical skills

• is capable to create consensus locally while keeping straight Corporate directions

Obsession to use standard features as much as possible (“no modifications” rule)

A strong culture of Delivery supported by a creative Consulting mindset

Knowledge in Sales and Distribution, Manufacturing and other industries

A process driven approach, which is based on OUM (Oracle Unified Method)

Agile but disciplined Project Management

20

International Software CompanyDesign and Build of NetSuite ERP Russian solution

21

Context:

Following a series of acquisition and divestment transactions, this International

Software Company has started a major project to transform its global operating model

and prepare for future external growth. A new Information System footprint has been

created with NetSuite as the core solution for Extended ERP domain.

Extended ERP deployment in Russia covers the following functional process areas:

• Procure to Pay (P2P)

• Quote to Cash (Q2C)

• Record to Report (R2R)

• Bank and Treasury

Strategic Design and Detailed Design phases have been completed:

▪ Conduct Gap analysis against Russian legal requirements and propose

solutions;

▪ Create several application architecture scenarios and validate a NS/1C

integrated solution;

▪ Create Russia To-Be processes as a delta of core To-Be processes;

▪ Develop functional specifications of NetSuite customizations and 1C

integrations;

▪ Prepare and deliver a prototype for P2P and Q2C areas;

▪ Create Change Management Strategy;

▪ Create Data Migration and Test Strategies;

▪ Develop detailed Plan for Build Phase.

Next project phases (December 2019 – April 2020):

Build and Test phases

Selected application architecture:The validated version of Architecture is based on a partial localization of

NetSuite and its integration with 1C system. It also includes several integration

flows between 1C and other applications such as GTreasury (Bank and

Treasury) and Black Line (Reconciliations). In this architecture, it is expected

that: IFRS and Corporate accounting will be done in NetSuite;

RAS and TAX accounting will be performed in 1C.

Gap Analysis against Russian legal requirements has been realized and

solutions have been provided using change management, workarounds and

customizations approaches

Core To-be processes were updated to comply with Russian localization

requirements. Also several new Russian-specific processes were created: P2P domain (6 updated and 2 new processes impacted by RU localization)

Q2C domain (6 updated and 2 new processes impacted by RU localization)

R2R domain (14 updated processes impacted by RU localization)

CRP 2 prototyping sessions were prepared and conducted to validate

proposed architecture and demonstrate execution of Russian processes in

NetSuite.

Project Timelines:

Strategic Design Phase (May 2019) – Completed

Detailed Design Phase (June 2019 – November 2019) – Completed

Build Phase (December 2019 – April 2020) – Ongoing

Test Phase (May 2020 – September 2020) – Planned Phase

Go-Live Phase (July 2020 – January 2021) – Planned Phase (Go-Live on

1/11/2020).

Project objectives and scope

Additional information

Kertios realization and achieved results

22

International Software CompanyParticipation to the Audit of ERP and CRM corporate solution

Context:


Software Company has started a major change journey to integrate and transform the

global operating model and prepare for future external growth.

The first realized implementation project has failed and the corporate solution has not

transitioned to “business as usual” (BAU) operations due to the following reasons:

▪ Poor-performance;

▪ Higher-than expected costs;

▪ Requiring extensive remedial/critical care and management attention.

In this context, it was decided to conduct an audit of corporate solution to determine

the next steps for the future project success.

Audit objectives:

Conduct a quality assurance review of the previous project;

Perform a strategic review of the existing enterprise architecture against future

requirements;

Provide a ‘critical friend’ perspective;

Define a pragmatic way forward.

Participation to Quality Assurance Review in the following domains: Scope Management and Change Control Data Strategy, Data Architecture and Master Data Management (MDM) Testing Programme and the “Go – No Go” Decision Making Processes End to End (“E2E”) Solution Readiness Business Engagement and Organisational Readiness Programme Performance and Predictive Management RAID Management Enterprise Architecture Blueprint, Design and Deployable Solution Active Governance Frameworks and Reporting Sponsorship, Commitment, Engagement and Ways of Working (“WoW”) Leadership, Resourcing, Deployment and Subject Matter Expertise

Strategic Evaluation: key concerns and limitations noted against processes,

applications, architecture and data

Resulting business impact and strategic consequences

Provide recommendations

Define a pragmatic way forward by presenting 3 different options

Project Timelines:

Audit of Corporate solution (March 2018 – July 2018)




23

International Software CompanyParticipation to quality assurance team of a large ERP and CRM solution implementation

Context:


Software Company) has started a major project to transform global operating model

and prepare for future external growth.

Company transformation is enabled by a corporate solution covering the following

functional domains

• ERP & Extended ERP

• Sales & CRM

• Professional services

• HCM

• Order Fulfilment

• BI&Reporting and Data Management

Project architecture includes 18 major SaaS applications around 3 core strategic

vendors: Salesforce, Oracle, Workday:

• ERP & Extended ERP: Oracle NetSuite

• Sales & CRM: SFDC, Pardot and Oracle SPM

• Professional services: NetSuite OpenAir

• HCM: Workday

• Order Fulfilment: SFDC and custom applications

• BI&Reporting and Data Management: Informatics MDM, Vertica and Oracle BI

Participation to Quality Assurance Review in the following domains : Scope Management and Change Control Data Strategy, Data Architecture and Master Data Management (MDM) Testing Programme and the “Go – No Go” Decision Making Processes End to End (“E2E”) Solution Readiness Business Engagement and Organisational Readiness Programme Performance and Predictive Management RAID Management Enterprise Architecture Blueprint, Design and Deployable Solution Active Governance Frameworks and Reporting Sponsorship, Commitment, Engagement and Ways of Working (“WoW”) Leadership, Resourcing, Deployment and Subject Matter Expertise

Customer Advisory in key project areas: Enterprise Application Architecture, Package implementation methodology, Incentive Compensation Management, NetSuite Russian localization.

Project Timelines:


Pre-project activities (August 2018 – December 2018)

Quality assurance of corporate solution implementation (January 2019 –

ongoing)




24

International Software CompanyE2E Oracle Sales Compensation solution Design and implementation

Context:

▪ Following a series of acquisition and divestment transactions, this International

Software Company has started a major project to transform global operating model

and prepare for future external growth.

▪ One of the key part of this transformation became Sales Compensation domain which

is one of the most critical for this project due to the following reasons:▪ Sales Team is the most valuable asset of the company

▪ Effectiveness of SPM automation directly impact sales reps motivation and

performance as well as company revenue/profitability growth

▪ It has been proved to be a difficult domain to tackle and need a lot of attention

▪ The main solutions selected for this domain are Oracle Sales Performance

Management Cloud and Oracle Sales Planning Cloud.

Project objectives:

▪ Simplify architecture, reduce maintenance and development costs, reduce the number

of vendors and data flows;

▪ Reduce the time for setting quotas and allocating territories, automate and optimize

part of the planning processes, abandon Excel;

▪ Increase transparency in the field of motivation and remuneration of sales reps;

▪ Automate forecasting and what-if models in the planning process;

▪ Reduce the time and resources necessary for the operational change of quota plans,

compensation plans, rules for calculating compensation;

▪ Automate the process of approving quotas with management and the process of

approving compensation plans with sellers;

▪ Automate the assignment of compensation plans based on the seller’s role in the

team;

▪ Automate and streamline dispute management;

▪ Automate transaction collection process;

▪ Create a single data source for reporting;

▪ Take advantage of Oracle BI’s enhanced capabilities that enable managers and sales

reps to track real-time reporting.

Assessment of As-Is solution architecture and design principles

Design of To-Be Architecture

Creation of Tender specifications for Sales Compensation domain

Documentation of To-Be processes from Out of the Box Oracle Sales Performance

features

Directive Quality Assurance of solution implementation executed by a worldwide Indian

System Integrator: Interviews with stakeholders and users were conducted to determine the key system

requirements and build to-be architecture;

CRP sessions were conducted with Customer team to determine the model of to-be

business processes and collect detailed system requirements;

Requirements to calculation rules were clarified with more details during CRP 2

sessions using the solution prototype configured based on the results of CRP1;

Gap analysis between client requirements and software capabilities was conducted;

Target solution design was created including architecture and business processes;

Organizational changes analysis was performed to determine how changes in

processes and architecture affect the work of the company.

The project is currently under development stage.

Project Timelines:


Solution Architecture and To-Be processes (August 2018 – February 2019)

Quality assurance of corporate solution implementation (March 2019 –

ongoing)




Performance management /

Cost Controlling

IFRS/RAS Accounting

Supply Chain Management

Procurement processes

ERP implementation

IT s

yste

ms

Managem

ent &

Org

aniz

ation

Hum

an

Resourc

es

Fin

ances a

nd

Pro

cure

ment

Program management

Project management

Process design & alignment

Business Cases

Impact analysis

Training

HR Strategy

HCM Process design

HCM System Implementation

System Architecture/ SOA

Software Implementation

IT Governance

Master plan

Extract of our major references ERP

25

http://www.afrasiabank.com/

Our offices in Paris and Moscow

Frederic GlenatDirector

Phones:

+7 926 135 36 29 (RU)

+33 6 03 42 43 92 (FR)

Email: [email protected]

Address in Moscow:

Derbenevskaya emb., 11,

Business Center Pollars

https://ru.kertios.com/en

Address in Paris:

23 Rue Edouard Nieuport,

92150 Suresnes,

www.kertios.com

Elisabeth de VerdièreDirector

Phone:

+33 6 61 94 22 92

Email:

[email protected]

Anna LebedevaERP practice lead

Phone:

+7 965 351 31 50

Email: [email protected]

Contact us

26

Thank you

our netsuite capabilities january 2021 - kertios

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