Westchester College-Oracle Consulting Services Response-Prefinal

WESTCHESTER COMMUNITY COLLEGE
ORACLE SERVICES
WESTCHESTER COMMUNITY
COLLEGE ORACLE CONSULTING &
IMPLEMENTATION SERVICES
Technical & Commercial Proposal
Engineering Digital Experiences
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Table of Contents
1. Executive Summary ......................................................................................................................... 4
2. Introduction and Overview ............................................................................................................. 6
Oracle Practice Snapshot .................................................................................................................... 7
3. In Scope Oracle Cloud Solutions – Our Understanding ................................................................ 13
Oracle Eloqua marketing basic cloud service ................................................................................... 13
Oracle Fusion engagement cloud service ......................................................................................... 14
Oracle Sales Cloud............................................................................................................................. 15
Address verification cloud service - Search & Verify addresses globally .......................................... 16
Oracle Fusion student management cloud service........................................................................... 17
Oracle social cloud ............................................................................................................................ 18
4. Solution Summary and Themes .................................................................................................... 20
5. Technical Solution ......................................................................................................................... 20
Westchester Requirements – Our understanding ............................................................................ 20
Implementation and Project Delivery ............................................................................................... 21
Scope Overview and Summary ......................................................................................................... 22
Oracle Sales Cloud Modules.......................................................................................................... 23
Configurations ............................................................................................................................... 23
Integration with Peoplesoft and other software using Fusion middleware ................................. 25
Data Migration .............................................................................................................................. 26
Training ......................................................................................................................................... 26
Testing ........................................................................................................................................... 26
Go Live........................................................................................................................................... 26
Post Go Live Support ..................................................................................................................... 27
6. Implementation Strategy .............................................................................................................. 27
Methodology..................................................................................................................................... 28
Timeline............................................................................................................................................. 29
Team/Staffs involved across different implementation tracks ........................................................ 32
Deliverables....................................................................................................................................... 34
7. Project management Approach .................................................................................................... 34
Scope Management .......................................................................................................................... 35
Issue Management............................................................................................................................ 35
Data Management ............................................................................................................................ 35
Testing Management ........................................................................................................................ 36
Security & Authorizations Management .......................................................................................... 36
Risk Management ............................................................................................................................. 37
Risk Definitions.............................................................................................................................. 37
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Change Management ........................................................................................................................ 38

Quality Management ........................................................................................................................ 39
Reporting and Management Activities ............................................................................................. 39
Governance Model/framework ........................................................................................................ 40
Quality Assurance ............................................................................................................................. 42
Business Process Review................................................................................................................... 42
Enterprise Architecture Definition .................................................................................................... 42
Change Management ........................................................................................................................ 43
Project Escalation.............................................................................................................................. 43
Key Project/Program level Assumptions........................................................................................... 43
8. Critical Success Factors ................................................................................................................. 44
Custom Implementation approach & project delivery ..................................................................... 44
Enterprise Organization Structure .................................................................................................... 44
9. Key Assumptions ........................................................................................................................... 44
10. Dependencies/Support required from Westchester ................................................................ 45
11. Managed Services Support ....................................................................................................... 45
Managed Services Delivery Model................................................................................................ 46
13. Proposed Team Member Profiles ............................................................................................. 49
14. Conclusion ................................................................................................................................. 52
Certificate of Authority ......................................................................................................................... 53
Schedule B : Standard Insurance Provisions ......................................................................................... 54
Schedule C : Questionnaire regarding Business Enterprises ................................................................ 55
Exhibit B – References........................................................................................................................... 57
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1. Executive Summary
Thank you for the opportunity to participate in providing Consulting services for Oracle Peoplesoft
Cloud implementation for Westchester Community College. We appreciate Westchester’s objective
of providing the best environment and platform for providing accessible, high quality and affordable
education to meet the needs of our diverse community. We are committed to Westchester’s vision of
"Building Minds. Building Futures" and support their goals of student success, academic excellence,
workforce development, economic development and lifelong learning.
We are very excited at the potential of partnering in the strategic initiative for Westchester Oracle
Cloud and Student management Cloud implementation program. We are confident this response will
provide Westchester the level of understanding and confidence in our end-to-end Oracle cloud
product knowledge, execution/fulfilment capabilities, experience in implementing modules viz.,
Oracle Eloqua marketing cloud, Oracle Fusion Cloud, Oracle Sales Cloud, Address verification , Oracle
Student Management Cloud and an unflinching commitment or philosophy on which all our customer
programs are built i.e. "The Customer First” principle.
Leveraging our combined expertise in diverse industry segments, we bring to table key differentiators
for this initiative that includes:
• A unique capability to Deliver/Fulfil

• Strong Track record and credentials relevant for this program
• Qualified, competent resources(functional and technical)
• Ability to fuel innovations, provide value adds and process improvements
Here is a succinct summary of how our response specifically addresses RFP requirements and maps
with critical success factors for this program.
Capability and Solution Tracks Our Credentials
Oracle Expertise • Oracle Gold Partner

• Recognized by Forrester as a key Global Oracle Service
provider in their Vendor landscape report
• 400+ Oracle functional & technical consultants
• 50+ successful Oracle Cloud implementations
• Client relationships across US, Europe, Middle East and
APAC
• Oracle Fusion cloud co-development partner
Proposed Project Org structure • Cross Functional team – Functional & technical
and Team Composition consultants, Database experts, Testing, Deployment &
Support, Program Management etc.
• Governance across Execution, Delivery & Leadership layers
• Dedicated teams for different waves/sprints under a
release cycle
Scalable Delivery, Innovation & • Core and Flex teams to address ramp up and ramp down
Transformation • Co-invest/Build capabilities around customers
Credentials & References • Several enterprise customer success stories in Oracle

implementations and support
• Oracle implementation Integration and Transformation
partner for customers across consumer & B2B industry
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segments like Manufacturing, Retail, High-Tech,

Automotive
• Proven solutions, frameworks and accelerators
Our proposal presents comprehensive answers to Westchester’s requirements and highlights the
benefits of selecting ALTEN Calsoft Labs as the preferred Oracle Cloud implementation services
provider. We are confident that our strong customer service focus and dedication to the continual
improvement of our business transformation services and domain expertise will position us as a
strategic partner to Westchester.
The rest of the RFP response details are:
o Solution driven approach to the Program(based on Oracle Rapid cloud implementation

method)
o End to End Governance & Change Management Board
o Engaging with Oracle and assisting Westchester for Service Requests with Oracle
o Extensive Training & Post Go-Live Support approach
o Data Cleansing, Migration, Approach, Best practices
o Innovations and Value adds around Training, Knowledge Management
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2. Introduction and Overview

ALTEN Group (EURONXT:ATE, Est: 1988) is a global information technology, consulting and
engineering services company with 30,000+ employees serving over 1000 clients in 20+ countries.
ALTEN Group posted revenues of $2.5 billion for the financial year ended Dec 31, 2017 for its Digital,
Technology Consulting & Engineering, Enterprise IT Services business.
Figure 1: ALTEN Group Overview
ALTEN Calsoft Labs (a subsidiary of ALTEN Group, Est. : 1992, Legal Name: Calsoft Labs, Inc.
incorporated in the state of Delaware) helps customers to do business better leveraging industry-wide
experience, deep technology expertise, comprehensive portfolio of digital services and a vertically
aligned business model. We have established 10+ dedicated ‘Centres of Excellence’ on emerging and
latest technologies for delivering business innovation, integration and transformation capabilities to
our clients.
Figure 2:ALTEN Calsoft Labs Profile
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Oracle Practice Snapshot

ALTEN Calsoft Labs(ACL) is a leader in the Oracle Application Services with 400+ dedicated resources
and having 10+ years of deep experience in :
• Oracle E-Biz Applications : E-Business Suite on Premise, JD Edwards, PeopleSoft, Siebel

• Oracle Fusion Middleware : Oracle Identity Management, Oracle BPM, Oracle SOA
• Oracle Consulting Services : Architecture & Integration Services, Implementation Services,
Upgrade & Migration
• Oracle DBA Services : Design & Development, Upgrades, Backup, Recovery
• Oracle Cloud Offerings : Managed Cloud Services, Oracle BI Cloud, Oracle Cloud Migration,
Oracle on Cloud Solution
ACL is an Oracle Gold Partner and have established dedicated labs to focus on innovation and co-
development work with Oracle. ACL's Oracle labs' showcase Solutions, Innovations, and Industry
Solutions around Oracle applications.
Figure 3: Oracle Practice Overview
Figure 4: Oracle Offerings Overview
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Our association with Oracle

ACL has supported Oracle as a co-development partner of Fusion and also a specialized partner for
Fusion Supply Cain planning implementations.
Figure 5: Oracle Relationship
Co-Development/Co-Innovation Partner for Oracle

ACL is one of Oracle’s largest partners for code development in industry solutions and has been an
active contributor for its Application Integration Architecture.
• ACL has been a Fusion Cloud Co-Development partner for supply chain planning applications
used by global transportation & logistics companies. The key highlights of the
implementation include:
• Team comprising Engineering & Functional consultants - 12 engineers, 2 key projects, 240
man months effort
• Oracle chose ACL as the preferred partner for its deep manufacturing, business process
design, implementation, and managed services program for Supply Chain Management
Planning as a Service.
• Investment helped ACL team with in-depth functional and technical knowledge required to
develop and deploy new age solutions
Practice Summary
Competency People Strength
Oracle EBS Engagements
 Overall 50+ engagements

 40+ AMS engagements
People Strength
 100+ application specialists, 3,00+ technical specialists

located all over the world
 Average experience of 6+ years
 100+ OPN (Oracle Partner Network) certified consultant
across OPN courses
 Skilled resources in niche areas like value chain planning
and warehouse management
Key Highlights
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 Solution designed for proactive monitoring

 Enhanced reporting solutions
 Next Generation AMS Practices
Siebel CRM Engagements
 20+ active engagements across the globe
People Strength
 80+ Siebel Consultants

 50+ experienced consultants who have good expertise
Siebel Sales & Marketing modules and integration with
OBIEE for segmentation
Key Highlights
 Experience & solutions in the areas of sales automation,

service automation, marketing enablement and some
niche areas like warranty management, trade promotions
Oracle DBA Engagements
 40+ engagements
People Strength
 100+ Apps DBA

 Over 70% consultants certified
Key Highlights
 Advanced Specialization expertise for Oracle Database 11g

 Specialized expertise in Performance Tuning
Fusion Middleware Engagements
 Over 20 SOA Implementations and over 10 BPM

Implementations till date
People Strength
 80+ strong team of Oracle FMW/ AIA/ Sun Integration

Consultants across the globe
 50+ Oracle Certified Consultants across locations and
roles in both technology and application space
Key Highlights
 Leaders among full cycle Oracle Service Providers by

Forrester.
 Fusion CoE lab for successful implementation of SOA
patterns
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 SOA Governance Framework – to define overall

governance roadmap and service life cycle management
model – reduces time-to-market by more than 20%
Oracle Cloud Experience
 Over 10 customers globally, the practice is engaged in over

25+ strategic projects
People Strength
 150+ Consultants on managed cloud, BI cloud, cloud

migration and
o Oracle Cloud Financial Management
o Oracle Cloud Human Capital Management
o Oracle Cloud Supply Chain Management
o Oracle Cloud Project Portfolio Management
o Oracle Customer Experience
o Oracle Cloud CRM
o Oracle Product Lifecycle Management Cloud
o Oracle Cloud Procurement
o Oracle Student Management
Key Highlights
 Established Centers of Excellence & improved

development speed by over 20% and reusability by 15%.
 Cloud Transformation excellence gained over 10+ years of
successful project execution
Oracle Implementation Cases

Over the last 2 years, ACL has delivered Oracle services to over 10+ new customers in addition to
offering new services to existing customers. Some of our recent support engagements include :
Customer Type Application Footprint Description
One of the Managed Services,  Peoplesoft Upgrade  PeopleSoft CS 9.2

largest online Application Upgrade “On time and on
university in Upgrade budget”
the US  Upgraded highly
customized PeopleSoft
Application by syncing
new code line with the
customized code
 With the new upgraded
PeopleSoft application,
the client now has a
stable, effective system
 Upgrade included
preplanned system
downtime and
switchover solution to
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minimize user impact

during the transition
 Upgrade process driven
by a detailed project
plan, thorough testing
solution, and strict risk
management and
mitigations
 Enhanced business
processes and improved
functionalities of newer
version
 Continued support and
improved end user
services
A growing Application  Peoplesoft Support  Stabilization of
higher Maintenance & Enhancement PeopleSoft Support for
education Development, HCM, Financials, ELM and
institute in the Upgrade Portal Solutions.
US  Provided cost effective
solution with high
productivity
 Adherence to stringent
data quality/validation
requirements.
 Interfaces, bridges and
data conversion
 Testing (Unit, SIT,
Regression and UAT
Support)
 Documentation End to
end program including
managing of third parties
 Quality of deliverables
A world leader Data Migration &  People soft 9.2, Oracle  Data Conversion from
in higher Support Database PeopleSoft HR to
education Workday
 Live webservices
integration for Workday
to Campus Solutions
A higher Development of  Adaptive, Next ACL kickstarted the
education adaptive learning generation cloud- engagement with Apollo in
institute in the platform based learning 2011 to develop a
US platform personalized Adaptive
 400K students Learning Platform. Over 6
years of engagement with
 200+ campuses them, we helped build real
time personalization with
custom individualized course
materials that adapts to the
learners’ speed (leveraging
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data & analytics), content

creation and management
platform, iOS and Android
based mLearning aps,
streamlined workflows and
business processes around
academic policies and
content development.
A Silicon Valley Implementation,  Oracle E-Biz  Overall Architecture and

Networking Managed Services Implementation Technical design for
hardware, & Support  Finance – Invoice to upgrade
telecom Cash  Project Management and
equipment and  25000 users, 28 Execution
technology countries  Prepared strategy to
services handle all data migration
and data synchronization
needs for multi –year
project
 Complete Data Migration
related business and IT
interactions.
 Technical Application
Upgrade from 11.5.10.2
to R 12.1.3
 Technologies used
include Oracle
Applications R12.1.3
,SQL, PL/SQL, TOAD,
Reports , UNIX
A global food Implementation &  Upgrade and Data  Upgrade from Oracle 11i
manufacturing Managed Services Migration to R12 and customization
company of Release 12.1.3 Oracle
Applications
 OPM modules with
Discrete Manufacturing.
 Migrated Reports from
11i version to r12 version
 Developed New Reports
 Personalized forms as per
the requirements
 Developed interface
program and used API
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3. In Scope Oracle Cloud Solutions – Our Understanding

Oracle cloud – CRM, CX, Social, sales solutions are the world leader in enterprise applications in
terms of software and software-related service revenue. Based on market capitalization, it is the
world’s second largest independent software manufacturer.
Oracle Eloqua marketing basic cloud service

Oracle Eloqua Marketing Basic Cloud Service is the most complete out-of-the box marketing
automation solution for creating campaigns, generating leads, and measuring success.
Create Compelling Campaigns
• With more work than you can handle and a sales team demanding better leads, you don’t have
the luxury of time—you need to hit the ground running. Oracle Eloqua Marketing Basic Cloud
Service makes it easy for you to quickly create compelling marketing campaigns without requiring
any technical skills or costly agencies. Increase your efficiency with these benefits:
• Send out your first campaign in less than an hour, not days, leveraging embedded best practices
templates and easy-to-use editors. Building e-mails, landing pages, and forms requires no HTML
or technical skills.
• Get more sales opportunities out of your existing database by creating simple nurturing
campaigns that keep your leads warm until they are ready to buy. Easily personalize the content
of the e-mails and send them on behalf of your sales reps to help increase opens and responses
without having to create multiple e-mails.
• Make it easy for visitors to engage with your campaigns socially. Use the Social Sign-On feature of
Oracle Eloqua Marketing Cloud Service in place of forms, and add preconfigured Facebook,
Twitter, and LinkedIn buttons and elements to your landing pages.
• Store marketing assets such as white papers, images, and other content used in your programs.
• Streamline your Webcast registration, reminders, and follow-up marketing efforts in a repeatable,
hands-free way.
KEY FEATURES
• Quick and easy campaign creation

• Embedded best practice e-mail and form templates
• Out-of-the-box lead scoring and routing capabilities
• Database for storing marketing assets
• Powerful segmentation and targeting tools
• Flexible native CRM integrations
• Easy integration of third-party apps directly into your marketing campaigns
• Inline reports, dashboards, and Website analytics
KEY BENEFITS
• Implement and launch campaigns quickly and efficiently without technical skills.
• Capture the digital body language of your prospects and translate it into sales.
• Generate more sales opportunities by nurturing leads.
• Demonstrate marketing’s impact on business results with meaningful metrics.
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Oracle Fusion engagement cloud service

As part of the Oracle Customer Experience suite, Oracle Engagement Cloud combines sales and service
capabilities in one solution with a unique combination of sales automation, multi-channel interactions,
service request management, knowledge management and digital customer service. Oracle
Engagement Cloud Service Foundation is the underpinning for connected service experiences,
empowering your teams to offer exceptional experiences by streamlining interactions, providing a
360° view of the customer and enabling collaboration between sales and service professionals.
SEAMLESS SERVICE REQUEST MANAGEMENT
Engagement Cloud provides a seamless service management interface that allows organizations to
capture and track service requests, collaborate between sales and service teams, allowing a timely
follow-up to customers quickly and efficiently.
• Service Request Tracking - Easily track service requests for customers and partners, even as
they
• traverse across multiple channels. In-context Sales and Service Collaboration - Collaborate
and share service requests, post
• internal notes and track activities associated with service requests. Follow-up - Compose rich
text responses and add personalized content, formatted within branded
• HTML templates. Easy Organization - Easily set up separate entitlements and milestones for
different business units.
OMNICHANNEL INTERACTIONS
Engagement Cloud supports a wide variety of communication methods and channels, allowing your
teams to communicate and resolve issues efficiently through various channels including telephony
integration, Email, Co-Browse, Live Chat or Social channels.
Live Window supports multi-monitor set-up and allows to engage in live interactions on one screen
while working on the case in another.
Maintain a clear overview of all previous interactions across different channels for full historical
insight.
AGENT PRODUCTIVITY
Service Foundation has been designed from the ground-up to ensure a highly intuitive and efficient
agent experience.
• Use keyboard shortcuts to quickly access repetitive tasks.

• Increase accuracy and productivity by leveraging the pre-built call flows for contact
verification.
• Know your customer by offering insights into your users’ dashboards and real-time analytics.
ROBUST ROUTING AND ASSIGNMENT
Engagement Cloud offers omni channel routing and queuing that helps ensure effective workload
management and call routing.
• Route inbound interactions in real-time across channels using the intuitive queue assignment
• rules manager. Leverage Omnichannel Routing Analytics to monitor agent assignments,
workload, and KPIs.
• Push assignment ensures that new work items are being routed to available agents based on
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• logged in presence and remaining capacity. Supports routing of service requests for non-real
time channels including web submissions, email,
• and others. Let agents set their availability to take new real-time and non-real time
interactions.
ENTERPRISE KNOWLEDGE MANAGEMENT
Engagement Cloud helps to ensure quick resolution to customer issues by empowering agents to give
accurate and consistent answers.
• Intelligent Search - Leverage natural language search and suggest the best answers
automatically
• based on the customer question and pre-filled optional responses. In-Context - Offer detailed
knowledge within the context of the service request and embed that
• knowledge into each of your responses. Authoring - Publish content in multiple languages
and manage multiple versions.
Oracle Sales Cloud

Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales reps and
sales managers. Easy-to-use productivity tools such as sales coach, opportunity assessment, call
reports and a centralized team calendar keep sales reps on track with the information and guidance
they need to close more deals. Oracle Sales Cloud increases sales teams’ effectiveness and encourages
critical communication about each in-flight opportunity.
With critical customer information consolidated and presented in one place, sales reps can quickly
gain a 360° view of their customers. From the account and contact pages, sales reps can quickly view
and manage details before they walk into their next meeting, including:
• A full profile that includes contact relationships and account hierarchies

• Owned assets and cross-sell and up-sell recommendations
• Associated leads, opportunities, quotes, and orders
• Sales team members and their contact details
• A full outline of open and completed sales activities
Assess the Quality of Leads and Opportunities
Leverage Oracle Sales Cloud assessments to evaluate lead quality and determine which opportunities
are most likely to move forward, verify which opportunities will qualify for a discount, and measure
the risk of competition. Sales reps can use assessments to ensure pipeline quality and close more deals
by:
Pursuing qualified leads
• Assessing an opportunity’s strategic value

• Analyzing relationships with contacts
• Identifying potential competitor threats
• Recognizing subjective or financial factors that might put the opportunity at risk
KEY FEATURES
• 360° Customer View

• Product Recommendations
• Sales Coach
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• Sales Lightbox
• Lead and Opportunity Assessment
• Call Report app
• Team Calendar
• Task Notification
KEY BENEFITS
• Increase productivity and provide a consistent sales methodology based on best practices using
Sales Coach
• Determine pricing eligibility and lead quality using assessments
• Share and re-use slides from the best sales presentations
• Easily access appointments and task lists from a phone, tablet or email
• Log a call report and share it with your team anywhere and anytime
• Balance resources and prioritize key sales activities using team calendar
Gain Insight into Team Activities
With Oracle Sales Cloud, sales managers have prebuilt reports to measure their team’s activity
metrics. Sales managers can set activity goals and review how many customer visits or calls have
been completed by each sales rep on their team.
Increase Sales Productivity
Oracle Sales Cloud offers visual, simple-to-use activity management tools. Sales reps can view
appointments and tasks from any mobile device, on the web or within email. After each call or
meeting, sales reps can log a call report from their smart phone and send attendees a meeting
recap and follow-up tasks. Sales reps can also post deal updates to Oracle Social Network to keep
all account team members informed.
Address verification cloud service - Search & Verify addresses globally

Oracle Data as a Service (DaaS, aka Social Data and Insight Cloud Service) for Sales enables smarter
selling by discovering and reaching prospects with the most comprehensive third-party data, including
millions of companies, contacts, and social media profiles. Now available as a pre-built integration
with Oracle Sales Cloud is Oracle DaaS Address Verification Cloud Service, based on worldwide (200+
Countries) location data packs provided by Loqate (www.loqate.com). Oracle Sales Cloud (with the
Data Quality add-on) is natively integrated with the Address Verification Cloud Service. This
integration lets Oracle Sales Cloud users perform real-time and batch address verification and address
enhancement on accounts and contacts. For example:
• Check the validity of your contact or account addresses

• Correct errors, such as misspelled city or street names
• Enhance addresses with missing elements, such as zip codes or county
• Standardize address elements (change Drv to Dr.)
Real-Time Address Verification Sales reps can perform on-the-spot address verification when creating
a new account in Oracle Sales Cloud, preventing incorrect data from entering the system. The address
verification level can be configured to highly granular levels, like the delivery point or PO box or a
higher level, depending on your needs.
Batch Address Verification Data stewards performing enterprise data clean-up can schedule address
verification on thousands of records at a time. They’re provided with details of each batch cleansing,
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including how many records were cleaned and how many failed. Address Verification Cloud Service
also can be consumed via APIs for use in other Oracle or third-party applications; however, customers
are expected to write code on their side to consume these APIs, as a pre-built integration with apps
other than Oracle Sales Cloud is not available.
Oracle Fusion student management cloud service

Key Features :
• Innovative consumer-style course search/learning discovery

• Easy to use Online Enrollment, including support for simplified Pay to Enroll checkout
• Built in social collaboration tools for classes
• Streamlined guided setup of curriculum, courses and programs
• Support for flexible time periods
• Assess student fees with a variety of discount options
• Student user account self creation for immediate enrollment
KEY BENEFITS
• Promotes offerings to guests and students with a configurable consumer-oriented interface

• Streamlines management of Continuing Education offerings
• Provides the foundation to support the spectrum of Higher Education business models
• Supports key cross-pillar enterprise business processes through delivered integration with Oracle
Cloud HCM and ERP.
A Modern Student Experience
There is no more demanding and discerning user population of technology today than students.
Coming of age in the online era means that today’s students have an expectation of a simplified and
intuitive user experience that mirrors the consumer and social applications that comprise the majority
of their online interaction. Student Management has been architected from the ground up as a
student-centric offering, with functionality and presentation that starts with “what does the student
need to do” and only then follows up with “what needs to happen behind the scenes to help them do
that.
Student Management allows students to:
• Self-create an account: no waiting on paperwork or administrator data entry, students can create
an account, find learning and enroll all in one sitting.
• Find learning opportunities (e.g., courses) using modern search paradigms: from intelligent type-
ahead searching to curated postings like trending and highlighted courses to the use of
configurable facets and filters to narrow results, students can quickly and easily find their way to
just the right class.
• Enroll and Pay-as-You-Go: students want to enroll and get started; you want to get students
enrolled. With a streamlined business process and point and click interface, students can quickly
progress through finding their class (including the number of open seats), adding it to their cart,
and paying for it. Students get quick access to the learning they need, and institutions instantly
see the status of enrollments and the financial viability of offerings.
• View their courses: with one click access, student can view their current courses, either in a
filterable List view or with Course Cards that provide additional details like meeting times, credits,
location (with embedded mapping) and more in a handy at-a-glance format.
• Manage their finances: students can always know their financial situation with direct access to
view and manage their individual account.
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The Integrated Student Cloud
Today’s student’s want meaningful engagement with every interaction and empowerment to act on
their own at the time and through the channel of their choosing. They also now expect that every
process should be delivered in a frictionless experience. Oracle Student Management is a key
component of Oracle Student Cloud that brings together world class customer experience capabilities
to the institution, not just integrated harmonized for engagement and empowerment eliminating
friction points at every step.
Capabilities such as Oracle Sales Cloud for Higher Education, Marketing Cloud for Higher Education,
Social Engagement and Monitoring, Social Marketing, and Oracle Service Cloud are not just integrated
but capabilities are embedded throughout Student Management to provide unmatched insight and
frictionless experience.
Oracle social cloud

SOCIAL RELATIONSHIP MANAGEMENT
• Oracle Social Relationship Management (SRM), an Oracle Social Cloud business solution, is
the industry’s first unified social platform that delivers a seamless experience across listening,
engagement, content creation, community management, paid media and the all-important
analysis of a company’s social media efforts. By integrating two of Oracle’s powerful social
products—Social Marketing (SM) and Social Engagement & Monitoring (SE&M)—Oracle
delivers a unified, complete and integrated social business solution. Oracle SRM is integrated
with key Oracle Customer Experience (CX) applications, including marketing, service, sales and
commerce. Only Oracle can deliver the critical social management tools organizations need
today, while enabling them to innovate and extend social across their enterprises for the
future. Successful businesses will be social businesses. Oracle will help organizations get there.
• Socially Enabling the Enterprise: A Digital Innovation Strategy Oracle’s strategy to socially
enable the enterprise began with the strategic acquisitions of leading social innovators Vitrue,
Collective Intellect and Involver. These cutting-edge technologies, along with Oracle’s
enterprise Social Network solution and Social Data, have become the core components of
Oracle Social Cloud. With social’s importance rising across all business units, Oracle is pursuing
an aggressive and ongoing strategy of integrating social throughout its CX applications to
reach, listen, learn and engage with customers at every touchpoint, regardless of channel or
device. For example, Oracle Marketing Cloud seamlessly integrates social technologies to
deliver the industry’s only fully integrated digital and social marketing solution. Similar social
integrations are available across Oracle’s other CX solutions like RightNow, ATG, Siebel, and
more. Innovative businesses have the customer at the center. That requires a collaborative
and connected strategy across people, processes and technology. Oracle is driving innovation
for customers’ CX strategies daily.
• Industry Landscape: Moving from Silos to Connected Technology Increasingly consumers

across the globe turn to social channels to learn, engage and share information about
organizations and businesses. Oracle takes a long-term strategic approach to social media –
understanding that businesses want a range of best-of-breed social media capabilities,
working in concert together, while integrating with other business systems. The social
technology space can be overwhelming. Today, there are many social media management
vendors in the marketplace all claiming to meet marketing and business needs. The reality is
most of the solutions are point solutions, meaning they offer one piece of the social solution.
Businesses are then left to piece together three or four of these solutions to create a software
suite that meets all their social media needs. A few enterprise software providers have
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attempted to piece together smaller point solutions to create a social media suite to handle a
variety of social media activities. In reality, the tools within these suites are neither unified
with each other nor integrated with other critical CX business solutions. As a unified and
integrated platform, Oracle SRM is the only solution ready to meet today’s social media
management needs, with an eye towards the future, as organizations evolve to extend social
across every customer touch point and throughout their enterprises.
• Deeper Listening: Eliminate Dirty Data for Precise Insights At any moment, there are millions
of social conversations flying across the ever-expanding social web. The vast majority won’t
matter to an organization, but many listening products deliver that non-essential data as
results—creating a dirty data dilemma. Oracle SRM listens across paid, owned and earned
media content on social media networks, message boards, blogs, consumer review sites, and
video sites across the globe—with access to more than 700 million messages daily. Only Oracle
offers Latent Semantic Analysis (LSA), an advanced technology that cuts through the noise to
expose contextual meaning. It delivers more accurate, precise and relevant insights. Oracle
SRM capabilities go well beyond keyword and Boolean to reveal actionable insights like
consumer intent, product likes/dislikes, and customer service issues. Oracle delivers the
insights that are most important to an organization, so they can act at the speed of social—
and eliminate the dirty data dilemma.
• Global Social: Global UI, Advanced Language Listening & Data Social media has broken
through regional, country and cultural boundaries to reveal a globally connected world. For
many businesses, their customers span the globe and are interacting across various social
networks, in different languages, and from different locations. To succeed in today’s global
world, an organization’s social solution has to listen, engage, publish and learn with no
location or language barriers. Oracle Social delivers robust global capabilities, including
localized UI in 31 languages; advanced listening in 19 languages.
• Social Everywhere: Integration with Oracle CX Applications Social matters not just to
‘marketing’ but increasingly to other customer-facing departments. Businesses that keep
social in a silo are missing a crucial piece of the customer puzzle. Oracle Social is integrated
with Oracle CX solutions like marketing, service, sales, and commerce. Whether that’s routing
a social complaint to service, leveraging social insights for stronger marketing messages, or
listening across social for cues to better product development, Oracle Social Cloud can help
you realize the power of social.
• Unified Platform: Essential Social Technologies in One Platform Businesses require more than
just social marketing or social listening or social analytics—they demand all of these and more.
But individual point solutions stitched together don’t provide the features and functionality
to optimize social marketing. Oracle has the industry’s only solution that performs listening,
publishing, engagement, analytics and content creation through a single user interface. Oracle
Social Cloud can replace two or three social point solutions with one integrated product.
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4. Solution Summary and Themes

Our offering stems from our understanding of Westchester Community College objective of
establishing a strong reliable Oracle Cloud solution with integrated People soft capabilities. At the
same it is seeking not only a successful and robust implementation of Oracle Cloud but also serve as
the foundation for further implementations/roll-outs across the organization expanding the footprint
of Oracle Cloud in the college.
ALTEN Calsoft Labs is offering Oracle Cloud suite of products, which is indeed the latest, and best
offering of Oracle Cloud to date.
Our offering comprises of:
• A scalable solution with a robust architecture that will provide a platform for future initiatives
with focus on business process redesign building a business process driven solution
architecture coupled with design of enterprise architecture and alignment with industry best
practices so as to ensure implementation of a solution which truly meets the business
requirements by deploying Oracle Cloud Solution as the strategic enabler of business.
• A success-driven approach to implementation based on a ‘big bang’ approach, whereby Alten
will:
o Provide initial core team training to Westchester Community College Implementation
team followed by business process study/review and solution design
o Design Enterprise Organization Structure to cater to current and future needs of
Westchester Community College .Implement in a single integrated phase, a
comprehensive solution for all the businesses for Westchester Community College
within a period of 5 months
o Provide Post go-live support for 2 months to Westchester Community College on-site
(first month) and offsite (second month) after the end of the implementation to
provide focused efforts to ensure stability of Oracle Cloud productive operations
Having gained an understanding of customer’s key requirements we have presented the overall
approach in our Solution Offering.
5. Technical Solution
Westchester Requirements – Our understanding
Westchester Community College has provided its requirements in succinct manner. These have been
studied by our technical solutioning team and the responses are attached herein. The scope of work
offered explicitly covers the fulfilment of requirements. ALTEN Calsoft Labs has also populated the
tables provided. The stated exclusions have been understood and treated as such.
1. Implement Oracle Cloud CRM requirements included in this document. There are two
Oracle Cloud CRM environments, one development and one production. All
development and testing work must be conducted in the development environment.
Once User Acceptance Testing is complete, the configuration will be migrated to the
production environment.
2. Oracle Cloud CRM products included in this project for implementation include are:
• Oracle Eloqua Marketing
• Oracle Fusion Engagement Cloud
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• Oracle Sales Cloud

• Oracle Social Cloud
• Oracle Address Verification
3. Implement Oracle Fusion Student Management Cloud requirements included in this

document. There are two Oracle Fusion Student Management Cloud environments,
one development and one production. All development and testing work must be
conducted in the development environment. Once User Acceptance Testing is
complete, the configuration will be migrated to the production environment.
Application must integrate with PeopleSoft Campus Solution, PeopleSoft Finance,
Touchnet and Clean Address. Oracle Cloud CRM products included in this project for
implementation include are:
• Oracle Fusion Student Management Cloud
• Oracle Address Verification
Implementation and Project Delivery

ALTEN Calsoft Labs offers to the customer a unique approach for implementation whereby, we will:
• Complete thorough planning and preparation in the Project Preparation phase.
• Implement the entire solution in one phase to deliver an integrated project in accordance with
associated quick-wins
• This will be achieved through:

o Business process review with a focus on best practices
o Solution design derived from business processes
o Deploying consultants with global and local experience in successfully deploying
Oracle Cloud for world-class companies
o Bringing Strong knowledge and know-how, global experience with similar
implementations and local talent of its team
o Emphasis on data quality and early start of data migration efforts
o Assistance in optimum technical solution required for the project
o A strong risk management skill and change management expertise to ensure the
Project is delivered on time and within budget.
o Proactive Quality plan to ensure optimum quality of deliverables
o Knowledge transfer to customer personnel to enable them to operate the systems in
place to meet and exceed business requirements
o Ongoing commitment at all levels within ALTEN Calsoft Labs
o Ensure a total and complete success
Our Proposition
ALTEN Calsoft Labs, in a unique value proposition to the Customer, will deliver a world class robust,
scalable and inter-operable solution set that meets Customer’s functional requirements. Our technical
solution features an enterprise approach and underlying architecture that delivers genuine
interoperability – so that unified and standardized functionality is delivered with agility – and such
that future requirements can be rapidly addressed with minimal effort. Our technical solution is
feature rich in serving the needs of all the Customer stakeholders in all the areas of business
operations.
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Our proposal offers the latest and best offering of Oracle Cloud Fusion Solutions.
Scope Overview and Summary

The scope of the project defined here for the entire project for all the phases specifies which
functionalities the solution must contain when the project is finished, and thus which functionalities
must be implemented. All functionality that is not specified falls outside the scope of the project and
can only be placed within the scope of the project with the approval of the steering committee
responsible for defining the scope.
There are many dimensions by which a project can be defined and measured. Customer and ALTEN
Calsoft Labs will use a number of specific dimensions to detail the scope of the Oracle Cloud Fusion
implementation so that the project boundaries, staffing estimates, schedule, and budget integrity are
maintained Customer and ALTEN Calsoft Labs will use the following guidelines to help bound the work
to be performed:
• The Software scope states coverage of Oracle Cloud Licenses to be included.
• The Organizational scope states coverage of Business Units to be included.
• The Geographic scope states coverage of the Customer’s Geography to be included.
• The Functional scope lists the Oracle Cloud modules and functionalities in the scope of the
Customer project.
• The Technical scope refers to the review Customer’s current and future technical
infrastructure and setup of Oracle cloud systems.
• The Solution and Deployment scope refers to effort on configuration and testing
• The Development scope mentions all report, interface, and conversion or enhancement
activities to be managed as part of the Customer project.
• The Interfaces scope refers to the technical interfaces that will be setup
• The Data Migration scope refers to the effort related to Data Migration.
• The Training scope refers to the training to be provided to Customer’s team.
• Other Scope – refers to activities that will be covered in the project
• Boundaries and assumptions assert functionalities or modules definitely not in the scope of
the project and some pre-requisites on which the proposal is set up.
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Oracle Sales Cloud Modules
Application Scope Modules

Module Name In scope Module Name In scope
Common CRM Base OOTB Security Setup
Lead Management Data Migration
Opportunity Transactional Business

Management Intelligence
Sales Catalogue Setup CRM Desktop
Customer Center Oracle Sales Mobile
Activity Management Collaboration (OSN,

Activity Streams
Business Rules Branding

Automation
Configurations
Activities in Scope Features

Requirements Analysis GAP Analysis of customer BRD
Standard Out-of-the-box screens driven requirements

definition – in the absence of a customer BRD. Note: This
is not a discovery workshop and would not result in BRD
development
Design Adoption System Design (Standard Out of Box System

Design)
Lead Management To enable lead generation, qualification and lead

conversion
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Opportunity Management To enable opportunity creation, assessment and

processing through well-defined sales process / sales
stages.
Sales Catalogue Setup Product Group setup
Customer Centre (Account and Capture customers’ contact information and

Contact Management) relationships to have 360 degree view of the Customers
Calendar and Activities Management Tasks, Appointments & Interactions
Mobility Simplified UI (FUSE), Mobile/Tab pages setup
CRM Desktop Outlook Integration Support (Setup for Admin User)
Collaboration Oracle Social Network ,Activity Streams and Discussion

forum
Business Rules Business Workflow --customer needs to Provide
Security Setup Defined number of Roles
Data Migration Migrating Accounts, Contacts & Opportunity
Transactional Business Intelligence Pre-defined reports and dashboards
Personalization Build & Schedule custom reports (Complexity : Simple)

[Up to 3]
e.g. Forecast Management, Pipeline Management, Agent

Performance , Branding
Common Setup Single currency ,single Language
End User Training One week Training Program
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Integration with Peoplesoft and other software using Fusion middleware

Integrating applications with PeopleSoft using Oracle Fusion Middleware - The integration process
explained
The main objective of this area is to provide an overview of the typical steps involved in building a
comprehensive, standards based, service oriented integration solution with PeopleSoft applications
using Oracle Fusion Middleware.
Step 1: Define your integration requirements and scope
• Identify key business requirements

• Identify key technical requirements
• Identify key operational requirements
• Identify applications level and module level integration touch points and business flows -
applicable for both your Application and the PeopleSoft application
Step 2: Plan Integration Approach
During this phase you identify an integration approach to build a comprehensive, standards based,
service oriented integration solution, using Oracle Fusion Middleware, and involves:
• Identify and obtain details about the PeopleSoft integration touch points, needed for the
integrated solution, using the PeopleSoft Interactive Services Repository. You can get more
information about the PeopleSoft Interactive Services Repository here.
• Identify services portfolio for your application - Identify the business objects, methods and
business services in your application, which need to be exposed as web services to build the
integration according to SOA principles.
• Identify Entity/Data Mapping and Transformation requirements of the integration
• Identify services portfolio for PeopleSoft. To integrate with PeopleSoft applications, you can
use native web services available or use the PeopleSoft Adapter, a component of Oracle
Fusion Middleware, to unlock the information assets available in the PeopleSoft application.
Step 3: Design the integration
• Complete the services portfolio and service-enable your application using Oracle SOA Suite
• Complete the services portfolio and service-enable PeopleSoft using Oracle SOA Suite
• Define Conceptual and Detailed Architecture (Capture Cross Functional Flows, Composite
Application portfolio, etc.)
• Develop high level and detailed process designs - Design individual business processes,
assembling services from each application. Specific business requirements need to be
considered, such as unidirectional or bi-directional flow, synchronous or asynchronous, real-
time or batch processing etc.
Step 4: Build the integration
• Setup / Organize the integrated development and test environment

• Build the services portfolio and service-enable your application using Oracle SOA Suite
• Build the services portfolio and service-enable the PeopleSoft application using Oracle SOA
Suite
• Use Oracle Enterprise Service Bus and/or BPEL Process Manager to connect your services
and orchestrate your processes with the PeopleSoft application
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Data Migration
• Design and development of Data Migration strategy
• Installation of Data Integration Services
• Design and Development of Master Data Templates
• Conduct of Data Migration Workshops
• Identification of all data migration objects and development of data migration plan
• Review cleansed data and make test uploads
• Identify any errors and share with concerned teams early on
• Final review of clean data for completeness and upload data
• Report any errors
Training
Customer and ALTEN Calsoft Labs attach significant importance to training and enablement of the
team and users.
Internal Courses
Three levels of training will be delivered during the course of the Project.
• Level 1 Training: for Core Team members on a baseline configured solution prior to Business
Blueprint Phase. This is to enable the core team to understand the business processes as
configured and get a feel of the system’s capabilities in order to develop meaningful review of
business processes and provision of requirements. Duration of training will be 10-12 days for
each module.
• Level 2 Training: for Core Team members on the configured solution for the business during
the Realization phase prior to User Acceptance Testing (UAT). This is to enable the core team
to gain a good understanding of the configured solution and enable them to conduct UAT in
an effective manner. This training will be based on the business processes established. With
this training, ‘Train-the-Trainer’ concept will have been achieved, thus enabling the core team
to deliver end user training along with ALTEN Calsoft Labs consultants. Duration of training
will be 10-12 days for each module.
• Level 3 Training: for end users based on roles defined. Focus will be specifically on usage of
specific Oracle Cloud transactions as per defined roles and gain proficiency in using the
system. This training is conducted prior to Go-Live. End user training will be delivered in
clusters bringing together similar users (with similar profiles) around a geographical area.
Duration of training will be 3-5 days per role.
Testing
Testing will be as per approve Test Strategy and planning shared with Westchester
Go Live
• A final date for Go Live (allowing for any variations during Project Implementation) will be
defined the Realization Phase based on assessment of Program Managers of both Customer
and ALTEN Calsoft Labs
• A Go-Live Check Readiness in various areas will be conducted to determine state of readiness
to Go-Live. Any ‘RED’ indicators which are determined as SHOW STOPPERS will delay the Go-
Live
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• Go-Live must be conducted in the presence of Project Sponsor, Steering Committee, related
Management, Key End Users, Project Teams from both ALTEN Calsoft Labs &Customer
• Where customers/vendors must be informed shall be informed in due time about any
changes/impacts resulting from Go-Live
Post Go Live Support
• Post Go-Live Support on site for 1 months after completion of GO Live

• Scope of support will cover
o Ongoing issue resolution
o Hand holding and end user training
o Minor enhancements
o Trouble shooting, problem analysis and resolution
6. Implementation Strategy
ALTEN Calsoft Labs recommends big bang approach to implementation in two streams – the main
stream being Oracle Cloud Components deployment and the last stream is that of interfacing and
integrating with the PeopleSoft Campus Solution, PeopleSoft Finance, Touchnet and Clean Address
platforms. This is to ensure that processes in the PeopleSoft Campus Solution, PeopleSoft Finance,
Touchnet and Clean Address platforms are well understood and addressed in the Oracle cloud
implementation. Thereafter such processes setup in the Oracle Cloud are then integrated with the
above Solutions.
• This is recommended to ensure that Westchester Community College business requirements

are understood holistically, architected on the system in an integrated manner to be fully met,
while giving adequate attention to process design, quality of data, and team enablement.
These elements are critical for a success.
• In implementing the solution, we will adhere to the Best Practices’ and no developments will
be encouraged unless approved by the Westchester Project Sponsor.
• Technical solution for Westchester Community College will be derived based on ALTEN Calsoft
Labs’ pre-configured solution which is built on best practices. This will be baselined early on
thru team training. Templates will be built and used throughout project. At the same time
there will extensive emphasis on Training and knowledge transfer throughout the project.
Early focus on data migration will enable the teams to prepare and validate quality data.
• ALTEN Calsoft Labs also does not recommend a ‘Parallel’ run in its approach to projects.
• In our experience, it is extremely important to initially focus on the right solution design based
on an alignment with business processes, imparting extensive training to the project team and
enable and equip them early on and in a sustained manner, focus on quality in data migration
and thoroughness of testing efforts to lay the foundation for a successful go-live. Once Go-live
is achieved, users must be weaned away from legacy environments, else the perils of a failure
can take shape and impact the system utilization efforts (more so because users tend to resist
shifting from their comfort zones) and extra efforts required for dual entry to systems will
become a natural cause for user resistance.
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• Visibility of success is often times measured from the nature of reports. Westchester Community College has rightly focused on group-wide
management reporting early on. ALTEN Calsoft Labs in its scope of work has considered a certain number of reports as the key deliverables.
• Success of the project is in team work. Early on integrating both Westchester Community College and Implementation partner teams are essential to
bring a success. These can be achieved thru focused team building efforts. Effective Change management will be one of the key activities which is one
of the key enablers of success.
• ALTEN Calsoft Labs upfront commits to strong management commitment in partnering with Westchester Community College. And ALTEN Calsoft Labs
will request and demand strong management commitment from Westchester Community College
Methodology
ALTEN Calsoft Labs proposes to use a structured, phased implementation methodology based on Oracle rapid cloud implementation framework. The exhibit
below outlines the project planning framework, application implementation, pre-implementation, stabilization and optimization. It also details the data
migration, data integration, and system extensibility capabilities.
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Figure 6:Implementation Methodology
Timeline
ALTEN Calsoft Labs recognizes that Westchester Community College has invested a significant amount of time and effort to lay the foundation for the
approach, timing, and resource commitment for the overall Project. ALTEN Calsoft Labs will work with Westchester Community College to leverage the work
completed to date, offering our experience to deliver Westchester Community College a solution that realizes the targeted value.
29
We understand the importance of your objectives in supporting this schedule and the desire to have a new set of capabilities in place. We believe that
Westchester Community College and ALTEN Calsoft Labs teaming together, can deliver against this objective and we recommend the following project
timeline and approach.
Below is a time line for the different phases:

Tasks Accountability Weeks Week 0 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15 Week 16 Week 17 Week 18 Week 19 Week 20 Week 21 Week 22 Week 23 Week 24 Week 25
INFORMATION AVAIALABILITY TO IMPLEMENTATION TEAM Westchester 2 X X
PROJECT KICK-OFF PLAN ACL 1 X
> Detailed Project Plan with activity Break Down Structure
and Information on Key Deliverables ACL 1 X
> Project Communication Plan and Escalation Matrix ACL 1 X
Pre-Migration Setup ACL 2 X X
> Requirements or Gap Analysis Phase ACL 2 X X
> Setup of Target Environments ACL 2 X X
VANILLA FUNCTIONALITY IMPLEMENTATION ACL 2 X X
> Oracle sales/social cloud Development Environment ACL 4 X X X X
>> Oracle Eloqua Marketing/address verification
Development Environment ACL 4 X X X X
>> Oracle Fusion Engagement/student Cloud development
Environment ACL 4 X X X X
>> Development Environment Validation ACL 4 X X X X
>> Customization of Vanilla Environment ACL 5 X X X X X
>> Data Migration ACL 2 X X
>> Integration with Other ERP/Software – on development ACL 2 X X
>> Dev Migration – followed by complete Health check and
Functional check ACL 2 X X
MIGRATION, DEVELOPMENT & SIT ACL 16 X X X X X X X X X X X X X X X X
> Setting up and Completing the Dry run of
Migration/upgradation ACL 16 X X X X X X X X X X X X X X X X
> Production Environment Vanilla Setup ACL 16 X X X X X X X X X X X X X X X X
> Perform Production Migration dry run ACL 16 X X X X X X X X X X X X X X X X
> Internal Validation of the Production Environment ACL 16 X X X X X X X X X X X X X X X X
> Testing of migrated build (SIT) ACL 16 X X X X X X X X X X X X X X X X
TESTING PHASE ACL 6 X X X X X X
> Formulate detailed test plan ACL 6 X X X X X X
> Functional Testing which involves Unit Tests, UAT and
Migration related Test scenarios ACL 6 X X X X X X
> Nonfunctional Testing which involves Load and
Performance Tests, High Availability Tests and failover
testing ACL 6 X X X X X X
> Regression Testing will be part of every new release ACL 6 X X X X X X
> Security testing for process server application only ACL 6 X X X X X X
> All levels of testing ( SIT, Regression, UAT, Performance ) in
UAT and Pre-PROD and Production ACL 6 X X X X X X
GO LIVE ACL 1 X
30
The project is estimated to take a total of 6 months, of which three (3) months for Dev + Implementation + Integration of Oracle Cloud and the next three (3)
months for Go-live + Support.
Note : This plan is tentative. Upon completion of Business Blueprint will review of the required scope of work with planned time and agree on the exact scope
for delivery along with the time required.
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Team/Staffs involved across different implementation tracks

ALTEN Calsoft Team Roles Westchester Team Roles
Delivery Head Project Sponsor
• Oversee the overall project and provide • Provides overall project leadership and
necessary inputs to the team in executive direction
achieving the critical success factors of • Communicates business objectives and
the project goals
• Keeps a track of the budget and is also
responsible for customer satisfaction
Project Manager Project Manager
• Manages expectations and issues, and • Manages communication internally

ensures the project is on track to • Manages and engages resources to
deliver results participate in the project
• Weekly status reports/Milestones • Learns various aspects of the
• Issue and Risk escalation , application
• Leverages and applies project • Dedicated to project from kick-off
management best practices through go-live
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Implementation Lead Business Process Lead
• Interfaces the customer business team • Owner of business requirements

• Gathers business and functional • Gathers user feedback during
requirements prototype, configuration, and
• Understands user issues and translates validation phases
them into requirements for the • Available as needed during the
technology group Works directly with project(50%)
clients at all levels throughout the
organization to help identify and clarify
business requirements.
• Designs access and visibility model
• Develops Solution prototypes
Functional Consultant Functional Lead / Subject Matter Expert(s)
• Maps requirements to the application • Provides specific expertise to the

• Configures page and field layouts project by owning functional
• System set-up / field labeling requirements and the overall
• Implements visibility solution configuration design of the solution
• Vision and Glossary document for • Acts as a champion of your Sales Cloud
entire project solution within your organization
Technical Consultant Super user
• Conducts the integration & migration • Attends the business process

workshops workshops to provide detailed
• Provides data import guidance requirements
• Provides feedback on data import • Validates scope
process • Validates configured application
• Validate customer data mappings
• Executes data migration process
CRM Administrator Application Users
• Primary administrator for Sales Cloud • Ensure That Required Functionalities

product configuration settings, are Working
Common Setup, Roles, Lead • Understand the Application Flow
Management, Opportunity • Validate the Data Migrated from
Management, Contact Management, Legacy Systems
Account Management, OSN etc.
• Manages publication of approved
content to the production environment
| Primary contact for day-to-day
operations of your Sales Cloud solution
Senior Business Consultant Trainers and Testers
• Gather customer requirements • Develop agent training materials and

• Vision and Glossary document for delivers agent training
entire project • Performs User Acceptance Testing
• Write Use-Cases, BRD, FSD etc. based tasks for the Sales Cloud environment
on the solution being offered
• Coordinate with development team in
issue resolution. Active participation in
all phases of the project including
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planning and analysis, design,

development, testing and
implementation, related to their area of
expertise
Senior Quality Lead
• Test effort estimation of the project

• Prepare test strategy and test plan
• High level testing application flow
• Investigate & discuss potential
• Prioritize test requirements and
organize test cases
• Prepare the end user documentation of
the project flow for the User
Acceptance Testing
Deliverables
Deliverables included in the scope Description
Project work Plan List of high level tasks and associated timelines
Configuration Workbook Details of all configurations
Configured System /DR An Application configured as per business

requirements along with high availability solutions
Test Plans and Scripts Scripts to test the solution
Validated Solution on Staging and Configured solution validated by client during UAT
production environment and final go live validation
Deliverables included in the scope Questionnaire to gather requirements
Training Material Train the trainer content
7. Project management Approach

The Project will be managed by a Program Management Office comprising of the Program Manager
from Customer and Program Manager from ALTENCALSOFT.
Project Management team will aim to achieve goals and objectives at an application/platform level,
where multiple streams will be running simultaneously. Some of the objectives are:
• Managing Architecture across projects
• Leveraging Synergies between projects (skills, design etc.)
• Developing and deploying uniform processes across an application/platform
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Further it is important to note that the Project Management team will address these activities as
well:
• Project Planning, coordination and follow-up

• Scope Management
• Issue Management
• Project Deliverables
• Project Acceptance Criteria
• Technical Management
• Issues & Risk Management
• Change Management
• Solution Architecture
• Project Communications plan
• Quality Management
• Project Documentation
• Training and Acceptance strategy
• Quality Assurance
• Post Implementation Review
Scope Management
An integrated approach to Scope Management followed by ALTEN CALSOFT LABS helps to ensure the
success of the Project on time and within cost. It at the same time, controls the project resources and
project implementation timelines, thereby increasing the productivity on the project.
The ALTEN CALSOFT LABS Scope Management approach treats Scope Management as a continuous
and iterative process. Both Project Managers will take a proactive approach in managing any scope
creep.
Issue Management
Managing issues is an essential responsibility of the project managers and is fundamental to the
success of an implementation. The focus of the project managers should be to resolve or prevent
issues. Issues that must be resolved for completion of a successful implementation are identified in
each phase of the project process. Typically, issues must be resolved before phase completion and
before beginning the next phase.
Data Management
The purpose of the data management is to develop the designs, plans, and procedures to support
legacy data migration and data archiving.
Data migration and data archiving are two distinct data management activities required in an Oracle
Cloud implementation. Data migration involves moving data from the legacy source systems into the
target structures required for a successful go-live.
Data archiving is a post-go-live activity focused on removing data that is not required in the Oracle
Cloud solution. Large quantities of data can affect the performance of the database and make
database management more difficult, so you should archive any Oracle cloud data not needed online.
Data migration is complex, and many of the risks and challenges are not discovered until the detailed
analysis and design during blueprint. The activities performed during blueprinting allow the team to
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validate the preliminary requirements and refine the scope and approach based on their findings. The
team should anticipate change, so it is essential to use the blueprint baseline to validate and
recalibrate the projected work effort for the remaining phases Therefore data migration efforts are
addressed early on.
Data Migration comprises of two streams
• Master Data
o Master is the relatively static data which is used and reused by more than one Oracle
Cloud module often times, but fully within its own domain.
• Cutover Data
Careful consideration of all aspects must be made in preparing for a successful and smooth data
migration in all aspects.
The key activities are:
• Master Data
• Master data objects Assessment
• Data Migration Strategy
• Data Migration Plan
• Determination of templates
• Data migration workshops
• Data preparation
• Data quality review Data upload and reconciliation
• Cutover Data
• Cutover data objects Assessment
• Cutover Strategy
• Determination of templates
• Cutover migration workshops
• Data preparation
• Data quality review
• Data upload and reconciliation
Testing Management
Drawing on our deep industry-specific knowledge and expertise, benchmarks, and proven
methodologies, we will assist Customer in optimizing your processes and systems to ensure the
objectives of the project are met.
Testing is a critical aspect of any project implementation. It is a key activity in ensuring that the
delivered system is able to meet the business requirements and is functioning as expected, free of
errors.
Security & Authorizations Management

Drawing on our deep industry-specific knowledge and expertise, benchmarks, and proven
methodologies, we will assist Customer in optimizing your processes and systems to ensure the
objectives of the project are met.
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Risk Management
Effective risk management will be a critical success factor for our Customers’ projects, and ACL
implementation methodology provides template tools for risk identification, assessment, mitigation,
and ongoing management throughout the project.
ALTEN Calsoft Labs approach to Project Risk Management includes the activities of conducting risk
management planning, identification, analysis, response planning, and controlling risk on a project.
We are committed to increase the likelihood and impact of positive events, and decrease the
likelihood and impact of negative events in the project with effective Risk Management framework
comprising:
• Risk Management Planning

• Risk Identification
• Qualitative & Quantitative Risk Analysis
• Risk Response plans
Risk Definitions
Technical Risks
Areas Key Risks Mitigation Strategy
Across all phases • Architecture could be • It will be crucial to assure daily

incomplete for future collaboration so that items that
requirements surface can be rapidly addressed
• Delay in key and decisions are made quickly
architectural decisions
Industry & Market Risks

Across all phases • Customer(s) might not • Assure that customers (internal and
provide sufficient external) are part of the validation
feedback prior to process
release • Provide efficient, interactive release
• Customer(s) might cycles so that feedback from
respond with many customers is quickly received and
change requests once updates (where appropriate) are
released made
Budgetary Risks
Across all phases Scope for Oracle Manage by timeline and budget and
Implementation and its work with Paul Hartmann to constrain
services is not completely scope to fit within the expectations of
defined, and that could timeline and budget
introduce budgetary risk
Across all phases Requests from users of • Maintain a transparent process of

different departments/offices feature prioritization so that all
(internal or external) are likely stakeholders know what’s included,
to have requests that occur
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throughout the lifecycle and what’s not and when it will be

when solution is released available
• Use this to demonstrate to potential

users that their voice is heard, but
that it doesn’t mean it will be
available first release
General Risks
Across all phases Delay in sign-off or

• We will use escalation mechanism
clarifications
Acceptance Testing Delay in UAT or release

• We will use escalation mechanism
review
Change Control / Change in requirements

• We will follow change management
Feature enhancements
process
User Experience, • Sporadic experience • Periodic check-points, screen
Requirements Capture capture simulations
/ Design • Evolving requirements • SME availability for solution design,
• Incoherent stakeholder architecture and implementation
and user expectations roadmap sign off
• Adaptive Agile, Rapid prototyping,
closed loop feedback
• Structured change management
framework /Board
Development / • Frequent changes in • Use of standard release
Implementation user expectations management process
Process / Approach • No central repository of • Formal change management process
Requirement changes • Change & Risk management
• Requirements • Prioritize easy conflict resolution
Traceability • Requirements traceability matrix for
• No formal approval for change tracking
Change Requests • Unavailability of the dependencies
• Unavailability of the Oracle cloud logins/accounts, hosting
required dependencies servers for QA and production
environments will be informed, and
tracked using an issue tracking
mechanism
Change Management
An Oracle Cloud implementation and Integration is a major effort and a challenging exercise an
organization undertakes. Even though the best minds work together, and every technical aspect is
carefully scrutinized, projects can fail or falter.
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The enthusiasm with which Customer’s workforce embraces Oracle Cloud solution can make a big
difference in the success of Oracle Cloud implementation. ALTENCALSOFT offers a full complement
of change management consulting services, workshops, and solutions that will help your organization
pave the way to a successful introduction of your new software.
• OCM Assessment : ALTEN CALSOFT offers assessment services to help you manage the
business process and technology changes that come with an Oracle Cloud implementation.
Depending on where you are in your project, we can work with you to develop a strategy from
the ground up, or we can help you assess change management activities already in progress.
• OCM Coaching : With an initial change management plan in place, ALTEN CALSOFT change
specialists provide on-site or remote support as appropriate to accelerate application of
relevant organization tools and methods. This may be ongoing or guided by specific
milestones. For example, a consultant might go on-site to help you finalize your business
impact assessment, communication strategy, or organization readiness planning. Or, they
might help you evaluate new service delivery models for administrative areas like human
resources and finance.
• OCM Toolkit : The OCM Toolkit is a resource for project leaders, managers, and project
teams charged with managing the organizational and human performance aspects of an
Oracle Cloud initiative. It provides concepts, suggested processes, and real-life tools for
conducting organizational change. With the OCM Toolkit, you have access to a proven,
comprehensive approach to executing your change management strategy.
Quality Management
Our Quality Management framework (CMMi, and ISO 9001:2015 compliant) is a critical activity within
our Customers’ projects. The QA approach is defined in the initial phase of the project (Project
Evaluation) within the ‘Quality Standards and Procedures’ activity. The approach is focused on having
formal reviews near the end of each of the project phases.
Our quality policy is underpinned by an excellence strategy which expresses how to achieve the policy
goals, underpinned by a framework of approaches to ensure that we:
• Know and understand what our stakeholders need and expect of us
• Consistently delight our customer by striving to meet their needs and exceeding their
expectations
• Consistently meet the needs and, where possible, exceed the expectations of our other
stakeholders
• Continually improve – both us as individuals and our business
• Achieve better success than our competitors in what we do, how we do it and what we
achieve, in our chosen markets
• Recognize, celebrate and learn from our achievements
• Develop and support a reputation for excellence.
Reporting and Management Activities

The responsibility for monitoring the project work plan, budgets, and resources shall be that of the
Customer and the ALTEN CALSOFT LABS’ project management teams. Formal status reporting
procedures shall be followed in the monitoring process. Project monitoring shall be conducted by
means of regular status reports. Templates on process and agenda are included in our methodology.
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The proposed Progress meetings are as described in the table below:
Project Monitoring Reports
Report Timing Description
Project Team Weekly The project Team Leads shall prepare team status
Status Report reports to be presented to the project management
team during the weekly team lead status meeting.
The project management team uses the status reports
as the basis to update the overall project plan. The
status report prepared by each team lead will include:
• Tasks Planned for the coming week with

resource details and due dates.
• Tasks completed in the past week against
baseline
• Match to tolerances
• Major Issues facing the team
• New risks and mitigation approaches
Steering Committee Monthly The project management team shall prepare a written
Reports report for the executive sponsor on the project status.
This project status report shall include:
• An executive Summary of the project including

the major activities completed during the
month against baseline
• A summary of issues that have the status of
being Major
• A summary of any potential risk areas with
recommendations on their resolution.
• A summary of the major activities to be carried
out over the following two weeks.
Governance Model/framework
ACL proposes an extensive and innovative account monitoring, measurement and control systems
that ensure continuous and total visibility into customer requests, work in progress and project
deliverables. The objectives of the governance model are:
• To achieve project deliverables with quality, reliability and speed

• To ensure that service levels commitments are achieved
• To ensure customer satisfaction
• To provide a framework to manage change
• To sustain energetic and pro-active contributions that provide continuous improvement to
the relationship
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ACL's proposed governance structure is based on variable scope of services that meets Westchester
Community College's business requirements while complying with cost and responding to quickly
changing market circumstances.
Factoring in the organization change the deployment, implementation, configuration and

customization of Oracle CRM and Student management Cloud is bringing and value proposition and
contribution by ACL as a partner to Westchester Community College in sustaining its operations and
transforming its business to enable continuous growth, ACL recommends a Collaborative-Governance
model that believes on our ‘One Team’ approach to ensure effective communication, business-aligned
SLAs, the fastest time-to-market and mutual trust. The model is architected for change, steadily
building a much simplified, flexible applications platform applying standard solutions.
ACL’s governance model is built on the following principles:
• Transparency & Accountability – Well defined roles and responsibilities for business and IT
functions with open communication channel at every level
• One-Team philosophy - Interaction and Check points among various stakeholders within
ACL
• Customer first - Acting in the interest of Westchester Community College's business at all
times
• Out of box thinking – seeking to add value to Westchester Community College
• Customer Satisfaction - Exceeding expectations and delivering on commitments to the
highest quality
• Value Add - Demonstrating a passion for continuous improvement
• Executive Focus - Involvement of senior executives at each level
ACL's Governance structure consists of three layers:
• Executive Layer (Steering Committee) – comprising of key executive stakeholders from

Westchester Community College and ACL, dealing with the executive and organizational
relationships and investments, directions from an executive perspective.
• Strategic Layer (Program Management Office) – responsible for delivery of services and
dealing with the direction setting and evaluation of innovation which would enable planning
and prioritization of resources.
• Operational Layer (Delivery/Project Team) – dealing with the routine provision of
implementation services and service improvement based on observed service trends and
recurring issues, SLA/KPI and Service Quality.
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Figure 7:Program Governance
Quality Assurance
• One of the Senior Management team members will the Head of Quality from ALTEN Calsoft
Labs side
• Based on milestones, a QA review will be done internally jointly (preferably) with the
Customer Program Manager (if feasible or acceptable to Customer) prior to completion of the
Phase, to review milestone deliverables, overall quality and performance against project plan,
resource utilization.
• This review will not include any review of costs (which will be dealt with internally) and
together at appropriate levels where there is a commercial impact as defined in the Contract
• ALTEN Calsoft Labs will request engagement of a Quality Manager for Oracle Fusion Cloud for
the Project, who will undertake such QA reviews as deemed essential as per Oracle’s Active
Quality Management model.
Business Process Review

At the beginning of each Phase, ALTEN Calsoft Labs team will assist in
• Review of business processes, share from its knowledgebase ready processes (as available)
• Guide and oversee effort by Customer and Customer teams jointly the development of
business processes relevant to implementation
• Provide templates (in MS Visio, MS Word) for process mapping and documentation
• Documentation of business processes – will not be within the scope of ALTEN Calsoft Labs
Enterprise Architecture Definition

During Blueprint Phase, ALTEN Calsoft Labs team will:
• Conduct management level workshops
• Study and analyze the organization structures across the group including but not limited to
o Legal entities
o Organization charts
o Cost centers
o Profit centers
Hence, at the beginning of each Phase, ALTEN Calsoft Labs team will assist in
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• Conduct of management level workshops

• Study and analyze the organization structures across the companies in scope including but not
limited to:
o Student Counseling and Financial Aid
o Academic affairs facilities
o Workforce Development & Community Education
o Community/Student development
o Online Education
o Admission/Enrollment offices
Change Management
• Change Management activities will be led by a Change Manager, which will be a part-time role
• Customer will also appoint an internal Change Manager on the Project team who will be the
Change Champion for the Project
• ALTEN Calsoft Labs Change Manager will play the role of a guide and as such enable the
Customer Change Manager in leading and implementing the Change Management activities
(as deemed suitable by both Program Managers for the Project)
Project Escalation
The following conflict resolution procedure shall be followed during the performance of the
contract should ALTENCALSOFT’ and the Customer’s project teams fail to resolve their
problem:
• Level 1: If the project teams cannot resolve their conflicts within two (2) working days, the
Customer Project Manager and the ALTENCALSOFT Project Manager shall meet to resolve the
issue.
• Level 2: If the conflict is not resolved within three (3) working days after being escalated to
Level 1, Customer) Executive Sponsor shall meet with the ALTENCALSOFT Project Executive to
resolve the conflict.
If the conflict is not resolved at either Level 1 or Level 2, the resolution shall be addressed in
accordance with the Project Change Control Procedure.
Key Project/Program level Assumptions
• Project official language is English. System language and GUI is English.
• Services will be provided remotely wherever possible, with only necessary customer-facing
meetings, workshops, trainings, testing and support being provided on site. Should client
wish more on-site support (in the amount that is considered unnecessary by ALTEN Calsoft
Labs), the cost will have to be covered by Customer.
• ALTEN Calsoft Labs will agree and comply with the plan of joint events (discovery workshops,
project meetings, trainings…) and make the required staff available. Cost incurred by missed
deadlines, unnecessary T&A costs etc. will be invoiced immediately.
• Processes not covered by the scope of this proposals will be handled by the client in another
system or manually.
• Further integrations with external systems and extension of system functionalities as well as
any other service not in the scope of this project will be treated as separate agreements with
individual commercial terms and conditions.
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8. Critical Success Factors

Custom Implementation approach & project delivery
With an extensive experience of having delivered successful projects globally, ALTEN Calsoft Labs
offers its unique approach for implementation to ensure a sure success. ALTEN Calsoft Labs offers a
unique and innovative approach to delivering Oracle On premise and Cloud solutions. ALTEN Calsoft
Labs considers that the Westchester Community College’ solution should be built on
▪ A clear understanding of Westchester Community College’s business objectives for the project
to be outlined in the Project Preparation phase
▪ Establish Enterprise Architecture
▪ IT infrastructure design driven by overall business needs
▪ Business process reviewed and aligned with best business practices to form the core basis of
the implementation, and specifically, ALTEN Calsoft Labs is keen to ensure that the business
has:
o Taken a holistic view of the entire business
o Enabled its team to understand the functional inter-dependencies
o Reinforced within the business users the integrated nature of Oracle Cloud, therefore
considered the need for Westchester Community College to implement a strong
change management program, and most importantly, ensured that important
business processes are not left hanging the Enterprise solution derived from the
above
This approach ensures a fool proof implementation of Oracle Fusion Cloud solution Westchester
Community College.
Enterprise Organization Structure

Enterprise Organization Structure is the process of describing, and the description of, the desired
future state of an organization's business process, technology and information to best support the
organization's business strategy. It also includes the definition of the steps required, and the standards
and guidelines to get from the current state to the desired future state
This is achieved by conducting Design Workshops early on by a team of Senior Oracle Cloud
professionals along with the Key Management Team of Westchester Community College. The
outcome of these workshops will have the envisioned enterprise structure identified, designed and
approved by Westchester Community College.
9. Key Assumptions
• Customer to provide existing BRD for CRM requirements. If not, may involve Sales Cloud
standard screens driven requirement definition
• The standard business flows and Oracle Sales Cloud functionality will serve as the base for
the design (i.e. adoption of OOB system design) and implementation
• We shall provide design documentation as part of the deliverables
• A pure configuration (Fields, Layout, workflows etc.) driven implementation. No
Customization is performed
• Formation of a Project team empowered for critical decisions.
• Project kick start subject to the availability of Oracle Sales Cloud environment
• The implementation will be based on the cloud deployment model, hosted at Oracle
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• Organizational Change Management will be client’s responsibility

• All communications, documentations, deliverables would be provided in English language
• All training during the course of implementation shall happen in “Train the trainer format”
• Any training will have a maximum of 5 participants from the customer
• Visual assets(logos and graphics), HTML, CSS elements will be provided by Westchester
• Anything not explicitly listed in the scope is deemed to be out of scope and hence not
included
• Multiple or staged go-lives are outside the scope of these services, and if desired a change
order can be discussed
10. Dependencies/Support required from Westchester

For the project to be successful Customer must fulfil the following obligations:
• Provision of Oracle Sales Cloud environment prior to project start

• Assign a project manager to lead your team efforts
• Assign experienced and empowered business and IT users to work closely with ALTEN
Calsoft Labs’ consultants according to project plan (some full-time allocation may be
necessary at times)
• Perform certain project tasks according to project plan such as
o Provide documented requirements
o Provide data in format specified by ALTEN Calsoft Labs
o User Acceptance Testing
o End user training
• Arrange for a project executive sponsor and project steering committee
• Enablement of functionalities has the dependency of Sales Cloud features purchased by
customer
• Adherence to scope & project plan
11. Managed Services Support

Our Managed Services model provides up to 24x7 support for mission critical systems of our clients.
Leveraging a “follow the sun” approach we will cover time zones internationally to assure business
continuity. Our Next generation Application maintenance and support services provide business
centric solutions, leveraging different models such as dedicated support, shared services for
customers’ ongoing needs of current enterprise IT application landscape.
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12. Figure 8: Managed services Expertise tracks
Managed Services Delivery Model

The below reference depiction showcases a brief overview on how we approach the managed services
engagements. We offer On-Site/Offshore services, dedicated and shared services, subscription-based
support services to name a few and other innovative approaches to ensure that business, operations
are less impacted. In addition to the managed services we will be on-boarding the specialist’s team as
and when services are required, for example: Critical Services, Large User Base Impact etc over and
above the normal available resource strength.
Our in-depth managed services capability ensures that all the key metrics are addressed with utmost
care and appropriate governance, process, review mechanism is in place.”
Figure 9: Proposed Managed Services delivery model
The working model of the service desk and the ticket flow is represented by the below workflow
diagram.
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Figure 10: High level ACL-Westchester Support model and ways of working
We have engineered efficiencies and transformation through the managed services model for several
of our customers. Managed services model assures high degree of ownership with Alten in supporting
across services, solutions, skills transformation and agility. We have been able to successfully leverage
this model across applications and solutions development, support, testing and infrastructure tracks.
The model also brings in cost benefits through a shared services framework.
Figure 11: Managed Services Framework promising Continuous Innovation
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13. Proposed Team Member Profiles

Rakesh Darur, Program/Delivery
manager
Skills Work Experience
• ERP Product/Platform • Rakesh carries a rich experience of 12+ years in design and
assessment Strategic development of large scale enterprise projects using industry
Solution Design standard ERP tools and platforms.
• Business Process • Rakesh's strengths include Account Management, Product
Assessment Development, Architecture, Database Design and Analysis,
• ERP Maturity & Problem Solving, Detail Orientation, and Strong commitment.
capability Assessment • Currently, he manages Enterprise IT projects and Digital
• Implementation, solutions delivery responsible for managing the entire project
Configuration, Upgrades and program management activities for global customers.
• End user training • Enterprise Applications and Cloud Delivery Lead with excellent
• Health check, Strategy & blend of Technology and Organizational skills having 10+ years
Roadmap of experience in IT, Consulting, Business Development, Projects
• ERP Technical and & People Management.
Functional knowledge • Successfully lead the delivery team & implemented 10+ Oracle
Education Fusion Cloud (HCM,CRM and ERP), PPM and NetSuite Cloud
Solutions across India, APAC, Europe & USA regions.
Bachelor’s in engineering,
MBA in HR & Marketing
Rizwan, Integration/Technical Lead
• Oracle Fusion: HCM, • 8+ years of Oracle Fusion Cloud and Oracle Applications
CRM, Core HR, Talent 11i/R12 implementation and Support Experience. Involved in
Management, Payroll. software analysis, design, implementation and development of
• ERP: OM, GL, AP, PO, applications using Oracle Applications 11i/R12 and Fusion HCM
INV, AOL, SYS ADMIN. R12/13.
• Database: Oracle • Having around 4 years of Oracle Fusion HCM and CRM Cloud
8i/9i/10g, MySQL. Experience.
• Front End Tools: Forms • Experience in data migration from Peoplesoft to Fusion HCM.
6i, Reports 6i/10g(d2k). • Experience in HCM Extracts(Interface).
• Operating Systems: • Good Technical knowledge of the modules (AP, AR, PO, INV,
Windows 2000/XP/7, HCM).
UNIX. • Involved in Three Full Life Cycle Implementations of Oracle
• Languages: SQL, PL/SQL Fusion HCM R12/13 with hands on working experience on
• Other Tools: SQL* Reports, Interfaces, Conversions.
loader, TOAD, WinSCP, • Good programming skills in PL/SQL and SQL.
Putty, XML Publisher, • Having Good Knowledge in BI Publisher, UTL File, SQL*Loader.
PVCS, Kintana
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Education • Having knowledge in Reports Customization and Development.

• Having Knowledge in Personalization of Forms.
Master’s in computer
• Having Knowledge in writing Outbound and inbound interfaces.
applications
• Good Exposure to Oracle Application AIM Methodology.
• Having Knowledge in Forms Customization and New Forms
Development in Oracle Application. Successfully lead the
delivery team & implemented 10+ Oracle Fusion Cloud
(HCM,CRM and ERP), PPM and NetSuite Cloud Solutions
across India, APAC, Europe & USA regions.
Vivek Jain, Technical Consultant
• PROGRAMING • Two years of experience in Application Design, Post-

LANGUAGES: C, C++, Implementation Production support, Process
JAVA (J2SE). Improvement, Client Management and People
• APPLICATION PACKAGES: Management in the field of BI (OBIEE 11g, Informatica
MS-OFFICE, 9.5.1, Data warehousing and CRM environments).
PHOTOSHOP, CorelDraw, • Worked on Oracle CRM on Demand tool for developing
Blue J. dashboards, pages and reports (Historical and Real time)
• WEB DEVELOPMENT: and administering the CRM Application on both Staging and
HTML, XML, JAVASCRIPT, Production environments.
CSS. • Worked on Oracle Fusion Technologies for developing Web
• DATABASE: MY SQL. Catalog objects, dashboards, pages and reports (Historical
• Business Intelligence: and Real time) on both Staging and Production
Oracle BI Publisher, environments.
Oracle CRM on Demand, • Worked on Oracle Sales Cloud for Administering the CRM
OBIEE, Oracle Sales Application on Simplified User Interface, Mobile User
Cloud, Informatica 9.5.1 Interface and Advanced User Interface.
and DAC, Data • Worked on Oracle CRM on Demand tool for creating and
Warehouse administering Sales Process, Role Management, User
technologies, Unix Shell Management, Book and List Management, defining and
Scripting. creating workflows, import of data.
Education • Created complex mappings that involved implementation
of Business Logic to load data in to staging area using
Bachelor’s in engineering Informatica 9.5.1
• Created mapping/sessions, performed data manipulation
using various transformations, designed workflows with
different types of sessions, monitored results using
workflow monitor using Informatica 9.5.1
• Implemented and performed the migration of Dashboards,
Reports, Prompts and Pages from Oracle CRM on Demand
tool to Fusion Applications.
• Experienced in configuring interactive Dashboards with
drill-down capabilities using global and local Filters and
Web Catalogue Objects (Dashboard, Pages, Folders, and
Reports).
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• Developed many Reports / Dashboards with different

Analytics Views (Drill-Down / Dynamic, Pivot Table, Chart,
Column Selector, Tabular with global and local Filters) using
OBIEE Web.
• Experience in creating Metadata Objects and Web Catalog
Objects (Dashboards, Pages, and Reports) using OBIEE
Admin Tool.
• Developed Delivers and iBots in OBIEE to automate report
delivery process and provide alerts on Interactive
Dashboards.
• Bursting/Scheduling of reports and error diagnostics using
Oracle BI Publisher tool.
Vikram Jeet Singh, Technical

Consultant
• Languages& • 2.5 years of experience in Design, Development of

Technologies: J2SE, Standalone, Web based and Web Services applications.
J2EE, Web Services
2.0(SOAP), JDBC, XML, • Extensive knowledge of Oracle Fusion and Sales Cloud
Java Script, HTML
• Tools : Oracle CRM on • Having work experience in J2SE, J2EE, Struts1.x,Struts
Demand, Fusion CRM, 2.0,Webservices2.0 (SOAP), Oracle CRM on Demand,
Right Now Fusion CRM and Java Script, Hibernate3.x,Spring 3.x.
• Frameworks: Struts 1.x, • Good awareness in JDBC and Right Now.
Struts2.0, Hibernate 3.x,
Spring 3.x • Have strong motivation to take independent responsibility
• Operating systems: as well as ability to contribute and hence be a productive
Windows XP, Linux team member.
• Database: Oracle 9i,
SQLITE
Education : Bachelor’s in
engineering
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14. Conclusion
ALTEN Calsoft Labs commends the customer for its efforts in preparing for a successful
implementation of Oracle Fusion Cloud in its organization.
Alten Calsoft Labs is committed to provide robust solution, strong professional team and ongoing
management engagement in all aspects throughout the project cycle to ensure that Oracle Fusion
Cloud implementation is smooth and successful in an efficient and effective manner.
Alten Calsoft Labs recognizes the severity of challenge in delivering a successful project and as such
would like to underscore the importance of the major theme of our approach. Alten Calsoft Labs
pledges to provide the quality of consulting services necessary to help Customer realize success on
the project, with an approach that is:
• On Time – We focus on successful implementations, so you can become a success story.

• On Budget – Providing Westchester with the low Total cost of ownership possible.
• Added Value – Ensuring you get the depth and breadth of experience required for a successful
project so as to meet your objectives
It also understands the importance and emphasis it gives to leverage Information technology to drive
better results.
We await your positive feedback and critique and look forward to working with Westchester
Community College as its strategic partner on Oracle Cloud in the long term.
We once again thank you for this opportunity and look forward to being a partner of your choice.
We hope that this proposal meets the requirements of Westchester Community College. We shall be
glad to provide further explanations on any of the sections of the proposal.
For any questions relating to our offer, please contact:
Name & Designation Harsh Sharma, Director, Sales

Email ID: Sharma.h@altencalsoftlabs.com
Phone #: +1 669 2249 375
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Certificate of Authority
CERTIFICATE OF AUTHORITY (CORPORATION)
l, Harsh Sharma (Officer other than officer signing contract) certify that, l am the Director,
Sales (Title) of the Calsoft Labs, Inc dba ALTEN Calsoft Labs, a corporation duly (Name of Corporation)
organized and in good standing under the Delaware Corporation law (Law under which organized, e.g.,
the New York Business Corporation Law) named in the foregoing agreement; that Harsh Sharma
(Person executing agreement) who signed said agreement on behalf of the Calsoft Labs, Inc dba ALTEN
Calsoft Labs (Name of Corporation) was, at the time of execution Director, Sales (Title of such person)
of the Corporation and that said agreement was duly signed for and on behalf of said Corporation by
authority of its Board of Directors, thereunto duly authorized and that such authority is in full force
and effect at the date hereof.
(Signature)
STATE OF NEW YORK )
) ss.:
COUNTY OF )
On the day of in the year 20_ before me, the undersigned, a Notary Public in and for said
State, personally appeared, personally known to me or proved to me on the basis of satisfactory
evidence to be the officer described in and who executed the above certificate, who being by me duly
sworn did depose and say that he/she resides at and he/she is an officer of said
--------,----------------' corporation; that he/she is duly authorized to execute said certificate on behalf of
said corporation, and that he/she signed his/her name thereto pursuant to such authority.
Notary Public
Date: 04-Jan-2019
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Schedule B : Standard Insurance Provisions

The exhibits below depict the in-force insurance policies as per Westchester Community College
requirements.
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Schedule C : Questionnaire regarding Business Enterprises

QUESTIONNAIRE REGARDING BUSINESS ENTERPRISES OWNED AND CONTROLLED BY WOMEN OR
PERSONS OF COLOR
As part of the County's program to encourage the meaningful and significant participation of business
enterprises owned and controlled by persons of color or women in County contracts, and in
furtherance of Section 308.01 of the Laws of Westchester County, completion of this form is required.
A "business enterprise owned and controlled by women or persons of color" means a business
enterprise, including a sole proprietorship, limited liability partnership, partnership, limited liability
corporation, or corporation, that either:
1.) meets the following requirements:
• is at least 51 % owned by one or more persons of color or women;

• is an enterprise in which such ownership by persons of color or women is real, substantial and
continuing;
• is an enterprise in which such ownership interest by persons of color or women has and
exercises the authority to control and operate, independently, the day-to-day business
decisions of the enterprise; and
• is an enterprise authorized to do business in this state which is independently owned and
operated.
2.) is a business enterprise certified as a minority business enterprise ("MBE") or women business
enterprise ("WBE") pursuant to Article 15-a of the New York State Executive Law and the
implementing regulations, 9 New York Code of Rules and Regulations subtitle N Part 540 et seq., OR
3.) is a business enterprise certified as a small disadvantaged business concern pursuant to the Small
Business Act, 15 U.S.C. 631 et seq., and the relevant provisions of the Code of Federal Regulations as
amended.
Please note that the term "persons of color," as used in this form, means a United States citizen or
permanent resident alien who is and can demonstrate membership of one of the following groups:
(a) Black persons having origins in any of the Black African racial groups;
(b) Hispanic persons of Mexican, Puerto Rican, Dominican, Cuban, Central or South American descent
of either Indian or Hispanic origin regardless of race;
( c) Native American or Alaskan native persons having origins in any of the original peoples of North
America; or
(d) Asian or Pacific Islander persons having origins in any of the Far East countries, South East Asia, the
Indian subcontinent or the Pacific Islands.
Are you a business enterprise owned and controlled by women or persons of color in accordance with
the standards listed above?
No
Yes
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Please note: If you answered "yes" based upon certification by New York State and/or the Federal
government, official documentation of the certification must be attached.
2. If you answered "Yes" above, please check off below whether your business enterprise is owned
and controlled by women, persons of color, or both.
Women
-----
_____ Persons of Color (please check off below all that apply)
___ Black persons having origins in any of the Black African racial groups
___ Hispanic persons of Mexican, Puerto Rican, Dominican, Cuban, Central or South American descent
of either Indian or Hispanic origin regardless of race
___ Native American or Alaskan native persons having origins in any of the original peoples of North
America
___ Asian or Pacific Islander persons having origins in any of the Far East countries, South East Asia,
the Indian sub-continent or the Pacific Islands
Name of Business Enterprise: Calsoft Labs, Inc dba ALTEN Calsoft Labs
Address: 2903, Bunker Hill Lane, Suite 107, Santa Clara, CA 95054.
Name and Title of person completing questionnaire: Harsh Sharma, Director, Sales
Signature:
Notary Public
Date : 04-Jan-2019
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Exhibit B – References
REFERENCE # 1
Firm Name Capella University
Address 225 South 6th St, Minneapolis, MN 55402, USA
Year form was founded 1993
Total No of employees in the firm 3000+ employees, 40000+ students
Client Name Mr. Narayanan Sundaresan, VP-Applications

Development
Client Address Shakopee, Minnesota
Title & Telephone Number Available upon request
Description of Services • Peoplesoft upgrade from v 9.1 to 9.2 -

campus, HR, CRM & Finance
• Adaptive Learning Platform development
• Campus Management modules : Campus
Community, Recruiting and Admissions,
Student Records, Academic Advisement,
Financial Aid, Student Financials,
Contributor Relations, Campus Self Service
• HCM & Finance modules : Core HCM,
Workforce Management, Labour Rules &
Monitoring, Workforce Service Delivery,
Talent Management, Credit to Cash,
Financial Control & Reporting, Financial
Analytics
• Enterprise Learning : Financials, Curriculum,
Certification & Compliance, 3rd party
integrations, Blended Learning
• Enrolment, Learning Plans & Objectives,
Attendance & Grading, Catalogue
Management, Announcements &
Notifications
REFERENCE # 2
Firm Name DHL
Address Bonn, Germany(HQ)
Total No of employees in the firm 40,000+
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ORACLE SERVICES
Client Name DHL Express India Pvt Ltd.
Client Address Bangalore, India
Client Name, Title & Telephone Number Mr. Geeta Gaurav, HR Head
Telephone number available upon request
Description of Services • Implementation of Fusion Cloud HCM

• Replacement of Peoplesoft systems for US
and APAC & EMEA.
REFERENCE # 3
Firm Name Apollo Education Services
Address Phoenix, Arizona
Total No of employees in the firm 40000+, 200+ campuses
Client Name University of Phoenix (subsidiary of Apollo

Education Group)
Client Address Phoenix, Arizona
Client Name, Title & Telephone Number Venugopal Ambadipudi, Director- Software
Engineering
Telephone number available upon request
Description of Services Design, Development of Next generation

adaptive learning platform, DevOps(CICD)
support/Deployment Automation, Micro
services, SOA architecture and SaaS
implementation
REFERENCE # 4
Firm Name Prometric, Inc
Address Baltimore, MD
Total No of employees in the firm 1000+
Client Name Mr. Alan Brennan, Senior Manager-QA
Client Address Baltimore, Maryland
58
ORACLE SERVICES
Client Name, Title & Telephone Number Available upon request
Description of Services • Reengineer legacy internet based testing

app(classic ASP)
• Rearchitect using .NET stack, Requirements
Definition, Analysis & Definition, PCI
compliance and Penetration Test
Evaluation,
• WCAG compliance, Responsive UI for multi-
device support
• Localization support for 23+
languages(including Arabic), Ongoing
Maintenance & Support for last 2+ years
59
ORACLE SERVICES
ALTEN Calsoft Labs is a next gen digital transformation, technology

consulting, enterprise IT and product engineering services
company, that helps customers to become smarter, highly
productive, nimble and better at predicting the future. Leveraging
our extensive deep industry and business process expertise,
passion for customer excellence, and proven global IT services
delivery model and network – we offer best of the breed offerings
for Industry verticals like Education, Healthcare & Life
Sciences, Networking & Telecom, Hi-Tech, ISV and Retail.
Since 1992, ALTEN Calsoft Labs has delivered unmatched and

sustainable business value to its customers through a combination
of process excellence, reusable frameworks and technology
innovation, integration and transformation. With a multi-cultural
and transnational talent comprising over 24,000 employees,
spread across 20 countries, we bring in competitive advantage,
innovative and fresh perspectives to business challenges and
promote a collaborative knowledge environment.
60

Westchester College-Oracle Consulting Services Response-Prefinal

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Westchester College-Oracle Consulting Services Response-Prefinal

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WESTCHESTER COMMUNITY COLLEGE

Technical & Commercial Proposal

Engineering Digital Experiences

Change Management ........................................................................................................................ 38

• A unique capability to Deliver/Fulfil

Capability and Solution Tracks Our Credentials

Oracle Expertise • Oracle Gold Partner

Credentials & References • Several enterprise customer success stories in Oracle

segments like Manufacturing, Retail, High-Tech,

The rest of the RFP response details are:

o Solution driven approach to the Program(based on Oracle Rapid cloud implementation

2. Introduction and Overview

Figure 1: ALTEN Group Overview

Figure 2:ALTEN Calsoft Labs Profile

Oracle Practice Snapshot

• Oracle E-Biz Applications : E-Business Suite on Premise, JD Edwards, PeopleSoft, Siebel

Figure 3: Oracle Practice Overview

Figure 4: Oracle Offerings Overview

Our association with Oracle

Figure 5: Oracle Relationship

Co-Development/Co-Innovation Partner for Oracle

Competency People Strength

Oracle EBS Engagements

 Overall 50+ engagements

 100+ application specialists, 3,00+ technical specialists

 Solution designed for proactive monitoring

Siebel CRM Engagements

 20+ active engagements across the globe

 80+ Siebel Consultants

 Experience & solutions in the areas of sales automation,

Oracle DBA Engagements

 100+ Apps DBA

 Advanced Specialization expertise for Oracle Database 11g

Fusion Middleware Engagements

 Over 20 SOA Implementations and over 10 BPM

 80+ strong team of Oracle FMW/ AIA/ Sun Integration

 Leaders among full cycle Oracle Service Providers by

 SOA Governance Framework – to define overall

Oracle Cloud Experience

 Over 10 customers globally, the practice is engaged in over

 150+ Consultants on managed cloud, BI cloud, cloud

 Established Centers of Excellence & improved

Oracle Implementation Cases

Customer Type Application Footprint Description

One of the Managed Services,  Peoplesoft Upgrade  PeopleSoft CS 9.2

minimize user impact

data & analytics), content

A Silicon Valley Implementation,  Oracle E-Biz  Overall Architecture and

3. In Scope Oracle Cloud Solutions – Our Understanding

Oracle Eloqua marketing basic cloud service

Create Compelling Campaigns

• Quick and easy campaign creation

Oracle Fusion engagement cloud service

SEAMLESS SERVICE REQUEST MANAGEMENT

• Use keyboard shortcuts to quickly access repetitive tasks.

ROBUST ROUTING AND ASSIGNMENT

ENTERPRISE KNOWLEDGE MANAGEMENT

Oracle Sales Cloud

• A full profile that includes contact relationships and account hierarchies

Assess the Quality of Leads and Opportunities

Pursuing qualified leads

• Assessing an opportunity’s strategic value

• 360° Customer View