PCW Migration Project Kick-off Meeting

Jiang Hong
2015.11.10

Internal
Table of Contents

OPENING

WHY do PCW need Migration ?

WHAT do PCW Migration do ?

WHO is doing PCW Migration ?

HOW to do PCW Migration ?

WRAP UP

Q&A

Confidential Property of Schneider Electric 2

Internal
Opening

Greetings from management

Mr. Lin XX SE China, IPO Director

Mr. Li XX SE China, IPO BP Lead

Mr. XU XX Energy Application Center China VP.

Mrs. ZHOU XX Energy Application Center, Finance Controller

Confidential Property of Schneider Electric 3

Internal
Table of Contents

OPENING

WHY do PCW need Migration ?

WHAT do PCW Migration do ?

WHO is doing PCW Migration ?

HOW to do PCW Migration ?

WRAP UP

Q&A

Confidential Property of Schneider Electric 4

Internal
WHY do PCW need Migration ?
PCW migration is one of Federation ERP Global Program

T@IS Roadmap from Global

SAP China Out of SAP China
SEC DCBJ DCSH
ITB CN ITB XM
DCGZ XX XX
PCW SAS
XX XX XX
Airforce Uniflair
XX XX XX
Telvent Invensys
XX XX XX

XXX XX …

64 Company Codes 8 entities to be

migrated

Remaining Fed ERP scope are

- 8 entities for ERP Migration
- other 5 ETO plants to upgrade

Confidential Property of Schneider Electric 5

Internal
WHY do PCW need Migration ?
Business benefit from ERP Federation

Standard & Compliant

Highly integrated with current China Platform, refer to stand process
A good chance to review the business process and operation
Standard &
Efficient Solve some pain points during the migration
Compliant
Efficient
Consolidate to current China Performance reporting system
Unique business dimensions
Less effort to process the report

Economical
Convenient Economical
Avoid the huge amount of T@IS maintenance fee after June 2016
Global IPO fund a majority of part of the whole cost

Convenient
More convenient Local support in the future

Confidential Property of Schneider Electric 6

Internal
Table of Contents

OPENING

WHY do PCW need Migration ?

WHAT do PCW Migration do ?

WHO is doing PCW Migration ?

HOW to do PCW Migration ?

WRAP UP

Q&A

Confidential Property of Schneider Electric 7

Internal
WHAT do PCW Migration do ?
What do we do in PCW Migration project

Migrate the Whole business process from T@is to

China SAP
19 E-2-E business scenarios

Implement the OA system(including e-Claim, FA on-

line, Travel request, Cash advance ), in replacement
of Columbs

Build multi-dimensional financial analysis & costing

report for project and product
Use the standard report and follow up the SECI cost
management strategy

Recode and migrate the master data

Clear and migrate the open transactional data

Confidential Property of Schneider Electric 8

Internal
WHAT do PCW Migration ?
To-Be PCW system Landscape

Legacy surrounding
system
Surrounding system
Out Keops

Out Columbs In OA
e-claim
In OTTO, Venus, Puma FA on-line Travel
request Cash
advance
In Corted Keep as is
SAP China
No direct/indirect
Federation In Trax
In CCS Core Loader link to SAP
China Payment
In Europa

Legacy SAP system In BW system

Reporting

Out T@IS
9

Internal
WHAT do PCW Migration do ?
To-Be SAP Functional & System Scope
SAP Legacy System Surrounding System
SAP Main Function
In Scope
 SD(order process, return & In Scope
 No
repair, service)  Trax
 Purchasing, MM
Out of Scope
 OA system, including e-
 Keops (already
 PP Claim, FA on-line,Travel
 PS decommissioned)
request, Cash advance
 Columbs (replaced by OA
 FI&CO  BW 3.5 and BW 7.3
 ALE e-claim)
 Reporting
 EDI Connection( replaced Out of Scope
by ALE)  ePR
 Keep as is ,no  e-investment
Out of Scope Direct/Indirect link  SCCP
 Pricing  Cortec  EDI
 WM  CCS Core Loader  Vendor web portal
 CS  OTTO  Scanning
 QM  PUMA
 Tendering  Venus
 Design  Europa
10

Internal
WHAT do PCW Migration do ?
High Level End-2-End Business Scenarios
Business Scenario ID Business Scenario Name
PCW_01 System project sales: OG customer (POC)
PCW_02 System project sales: IG customer (POC)
PCW_03 On-Site Service- WBS ( VAT 6% for domestic, 0% for export)
PCW_04 Product sales: OG/IG Customer(Indent sales,OG/IG vendor)
PCW_05 Stand Product sales: IG Customer(Stock sales,IG vendor)
PCW_06 Spare Parts Sales ( VAT 17% for domestic, 0% for export)
PCW_07 On-Site Service- w/o WBS ( VAT 6% & 5% for domestic)
PCW_08 Return & Repair (with Charge)
PCW_09 Order change process
PCW_10 Warranty process (product & solution)
PCW_11 Internal recharge process
PCW_12 Master Data creation process (Material(configuration,Dummy))
PCW_13 Master Data creation process ( customer)
PCW_14 Master Data creation process (Vendor NPP, IG, OG)
PCW_15 Exp process (Cost center)
PCW_16 Period end Closing
PCW_17 Reporting
PCW_18 NPP process
PCW_19 Cross Company sales with WPF

Confidential Property of Schneider Electric 11

Internal
WHAT do PCW Migration do ?
Some Key Business process(Key BT)
# Business process
1 Sales mode change
for PCW sales and
WPF direct delivery
2 Credit Control
3 Spare Parts sales
4 Inventory accounting
5 Vendor Invoice and
account payable
Confidential Property of Schneider Electric
Description/Change/Advantage
SE Inter-company sales processing will be used for PCW and WPF for
direct delivery
AR overdue block control on DN pick/Good Issue. Authorized people can
release the lock after the special approve.
Intercompany sales will be used between PCW and WPF for Spare
parts sales.
Real product number will be used.
Stock management will follow SECI to manage both quantity and value.
Moving average price will be used instead of Standard price.
Implement Trax to pay automatically. (Payment proposal will be
transferred to Tax automatically)
12
Internal
 WHAT do PCW Migration do ?
Project Scope –Report List
No. Module report Name Platform Comments Already existed
1 FICO AP aging report BW PCW : ZFI0001 Supplier aging report Y
2 FICO AR aging report BW PCW : ZT08 AR report Y
3 FICO AR report for PEC BW PCW : ZT08 AR report Y
4 FICO Base cost BW PCW: Y_DT1_42000039 , Y_DT1_42000062 ,Y_DT1_42000062 Y
5 FICO CCO BW Only for Product, not for project Y
6 FICO F.01 SAP PCW: Y_DT1_42000221 Balance sheet Y
7 FICO GRR3 SAP PCW: Y_DT1_42000220 P&L Y
8 PS POC report - project PL summary BW PCW report: ZPS0020 Y
9 PS Project Monthly BW PCW report: ZPS0020 / Z_DT1_A1 Y
10 PS CJE0 SAP PCW report : Z_DT1_A1 Y
11 PS ZRDCBJ SAP PCW report: ZPS0020 Y

12 SD Topline Monthly report - TP02 BW PCW ORDER & SALES report (ZFOB02, ZFOB03) Y

13 SD Backlog reporting backlog - BL01 BW PCW BACKLOG report (VA05) Y

14 SD VA05 SAP PCW BACKLOG report (VA05) Y
15 PS ZMM0002 SAP Purchase analysis(for CCO) Y

project purchase orders, this report is used for calculate project CCO
16 PS ZMM0106 SAP margin , maybe will be migration to SECI Y
17 FICO ZPS0002 SAP PCW: result analysis for SD N
18 FICO ZCO0022 SAP split COS/WIP/RUC for SDCC N
Confidential Property of Schneider Electric 13

Internal
 WHAT do PCW Migration do ?
Project Scope – Form List

> Use the existing form in the SAP China, only change logo.
Already Exist in
Number Module Form Name Platform Comments SAP China

1 MM PO FORM SAP Print PO Y

2 MM Packing List SAP Print Packing List Y

3 MM Picking List SAP Print Picking List Y

4 MM Delivery Notes SAP Print Delivery Notes Y

5 SD Proforma Invoice SAP Y

6 FICO statement of Account SAP Y

7 FICO accounting document statement SAP Y

Confidential Property of Schneider Electric 14

Internal
Table of Contents

OPENING

WHY do PCW need Migration ?

WHAT do PCW Migration do ?

WHO is doing PCW Migration ?

HOW to do PCW Migration ?

WRAP UP

Q&A

Confidential Property of Schneider Electric 15

Internal
 WHO is doing PCW Migration
Project Org. Chart Steering Committee:
SE Biz: Tobias XXXX, XXXX Liu, XXXX Xu,
SE IPO: XXXX Guivarch, XXXX Shen, Lin XXXX, XXXX Li

Project management Team

Operation Committee:
SE Biz: XXXX Zhou
PCW PM: XXXX
SE IPO: XXXX Yin, XXXX Zhang PM: Jiang XXXX
Zhu

Business Key User Team IPO Project Team Support

SD: XXXX
PS : XXXX Zhu
Purchasing ： XXXX Ben
Repair: XXXX XXXX
Logistic: XXXX Wei
CO ： XXXX
Fiss OA: XXXX
Fiss AR: XXXX
Fiss AP: XXXX
Fiss Cashier: XXXX
Fiss Expense: XXXX
Fiss VAT Billing: XXXX
Confidential Property of Schneider Electric
Solution Lead & MM:
XXXX XXXX – Erica SD ：
XXXX XXXX – XXXX
FICO/PS ： Liu XXXX Andy
PP: Lin XXXX
BW: XXXX - Stanley
Application Owner from Business
Columbs ： Jiang XXXX
Keops ： XXXX Nan
Cortec, CCS core loader ： Zhang XXXX
Veneus, OTTO, PUMA ： Wang XXXX
T@is and Application Owner Global IPO ：
XXXX XXXX, Nigel XXXX,
Wipro Manager ： Sandeep XXXX
IPO SA ：
FI&CO: XXXX Zhang,
SD: XXXX Zhang,
MM: XXXX Baoguo
PS: XXXX Wei
PP: XXXX Lin
16

Internal
 WHO is doing PCW Migration
Roles and responsibility
Steering Committee
Responsibilities
•Provide required resources for project
team
•Project sponsorship and key ownership
•Resolve difficult issues and remove
roadblocks
•Approve project strategies, approve
decision to “go live”
•Will be informed about the project status
Key Activities
•Make decision or provide help to the
issues escalated from Operation
Committee
•Participate the Gate Review meeting and
make the decison
Confidential Property of Schneider Electric
Operation Committee
•Provide daily operational support for the
project
•Support project manager in daily basis
•As the one major escalation level and find
solution to de-escalate the issue
•Decide whether to escalate the issue to the
steering committee, with proposed solution
•Monitoring the progress of the project team
•Manage the Internal Resource and Business
user participation
•Participate the Gate review meeting and
make the decision
Internal
Project Management Team(1+1)
•Responsible for the achievement of the
project’s objectives, as decided by the
Project Steering Committee
•General responsibilities for project
initiating, project planning, project executing,
project monitoring & controlling, project
closing
•Streamlining the issue resolution process
•Monitoring the progress of the project team
•Manage the Internal Resource and Business
user participation
•Organizing the project meeting
•Control the project scope, cost and shedule
17
 WHO is doing PCW Migration
Roles and responsibility
Business Key User Consultant
Responsibilities

•Responsible for the to-be business requirement •Responsible for the thigh-level to-be end-2-end business flow
•Responsible for the business part of high-level to-be end-2-end •Responsible for SAP solution
business flow chart •Responsible for the testing case and testing script
•Identify and understand the major changes •Ensure the high-quality, on-time delivery
•Responsible for the business data •Responsible for training material and content, make sure the BT
•Participate to solution testing and be accountable for UT/SIT/UAT and operation method are well understood
results •Responsible for the Data Migration strategy, tool, operation
•Receive training and understand the new process •Responsible for the cutover
•Provide knowledge transfer to entire end-user community

•Document the high-level to be end-2-end business flow chart with •Document the high-level to be end-2-end business flow
consultant •Document the SAP working flow for critical business
•Participate the UT/SIT testing, ensure the function fulfil the business •Document SAP to-be solution file
Key Activities

requirement •Document the configuration document

•Make sure the testing case cover the business scenarios •Define the testing case with the user
•Participate the UAT testing, sign off the result •Document the testing script
•Document the User Manual during the UAT testing Phase •SAP customizing and solve the defect during the testing
•Data conversion and migration within the assigned domain •Support Data conversion and migration
•Validate the business data •Deliver training materials
Data& Consultant Yang Wenhao Liu Peijun- Andy Majing/Grace Lin Chunshan
Phase Blue Print User testing Support
Go live
Month Property ofNov Dec Jan Feb Mar Apr May Module 18
Confidential Schneider Electric SD FICO PS MM PP
KU 30% 40% 40% 50% 60% 60%-80% 20%
Internal
effort 100% 100% 50% 40%
Table of Contents

OPENING

WHY do PCW need Migration ?

WHAT do PCW Migration do ?

WHO is doing PCW Migration ?

HOW to do PCW Migration ?

WRAP UP

Q&A

Confidential Property of Schneider Electric 19

Internal
How to do PCW Migration ?
Project schedule

Kick off
date:
2015/11/10

Go live
Planned data:
2016/4/19

Confidential Property of Schneider Electric 20

Internal
 How to do PCW Migration ?
Project Methodology
Items in red are the activities need key users’ participation
Pre-study&Prep Blueprint Realization Cut-over Hyper Care
1 2 3 4 5 6 7 8
preparation To-be solution Cutover
Configure Unit Testing SIT UAT Hyper Care
design 3
Configuration documentation

Major Activities
• Business requirement • Conceptual design • System configuration • SIT: conduct • UAT: conduct end-2- • CR transport to PRD • SAP China system
collection • Functional design • Conduct Unit test; in DEV; end-2-end end testing in QAS system support
• Confirm High level to be • Define data migration • Interface development & test; testing in Dev • Data Migration tool • Master Data upload
solution strategy • Create test cases • CR Transport development • Transactional data
• Make and validate project • Finalize data mapping rule to QAS • Data migration testing upload
plan • Develop training material system • Finalize the cutover • Trial run
• Prepare project governance • User Training plan • Make go-live decision
plan • Verify the SIT/UAT testing scope • Make decision to
• Identify RICEF cutover phase
• Kick off project
Major Deliverables
• Project scope • End-2-end business • Configuration documentation • Approved • Approved UAT testing • Go-live decision • Issue log
• Project Plan flow chart • User role matrix Integration script signed by project
• Project Charter • SAP detailed work flow • Training Plan and Document test scripts • UAT testing result leader
chart for critical sub- • Unit testing script and result • SIT test result • Data migration testing • Issue log
process & Function • SIT testing script • result
Design document • UAT testing script • Cutover plan
• Data Migration strategy
and plan
• Approved RICEF list

Quality Management Process

Confidential Property of Schneider Electric 21

Internal
HOW to do PCW Migration ?
Blueprint Strategy Highlight
Blueprint
Integrated E-2-E business
to be solution discussion
(on site 2015.11.10 –
11.13)
• Integrated business process
workshop
• Preliminary TOBE solution
design
Activities • Open issue list
Deliverables • Preliminary TOBE solution
• Open issue list & action plan
SAP solution Design
Process design Acceptance
(2015.11.30 –
(2015.11.16 – 11.27) (2015.12.14- 12.18)
2015.12.11)
• 19 E-2-E business scenario to be • Key solution finalization • Acceptance meetings
process design • Testing plan • Solution review
• confirm RICEF list • Development plan • Process review
• Data migration strategy
• 19 E-2-E business process flow • Function design document • Presentation materials
chart • Testing plan • Signature page
• RICEF list • Development plan
22
Internal
HOW to do PCW Migration ?
Business Process Sample
Sa
Selling Execution mp
Warranty
le
1-2-3 7.4
4 Influence 6 Develop & 7.1 7.2 7.3 7.5 7.6
Demand 5 Prepare Proposal Integrate &
Specification Negotiate contract Initiate Setup Design Commission Close
Creation Deliver
S0 S1 S2 P0 P1 P2 P3 P4
Completion
Customer Offer Contract Customer Customer Certificate
RFP issued Submitted Awarded Approval Delivery Customer
Sign-Off
Start

S0 S1 S2 P0 P1 P3

Negotiate
SAP
Initiate
Opportunity Analyze Approve Establish Perform Basic
Management and review bid and refine offer Project Charter Project Design PS+CO
Performance
to obtain Closing
and Handover Management
customer Meeting Plan
commitment
Perform Perform Detail Hand over
technical and Design to service
contractual
Contract review SAP Coming
analysis Enter Project & into force SAP
Business key user and decide PS+SD Manage
to proceed with Sales order
PS+MM
Procure IG/OG
Contractual
is responsible for project Products
Warranty
Risk
P2 SAP
Business process Assessment
PS+FICO
out of SAP system Conduct
Integrate and
test System
Conduct Final
Closing
Price the Customer
Solution Kick-off
SAP
Delivery
Build offer
Initiate Site PS+MM
Management P4
Project
package and Management
submit offer to Plan End
customer

SAP SAP SAP

Risk Cost Issue Resource Workflow Document Change Report
Management PS+CO
Management Management PS+CO
Management Management Management Management +BW
Management
23

Internal
HOW to do PCW Migration ?
On-site To-be process discussion Plan

Data & Time Business process Participate KU

2015.11.10 Ivy, Wang Bin, Yang yunhua
(14:00-16:00) System project sales: OG customer (POC)

System project sales: IG customer (POC)

2015.11.11 Zhu Min, Wang Xiaoqiong, Wei Gang
(9:30 – 11:30) Product sales: OG/IG Customer(Indent sales,OG/IG vendor)

Stand Product sales: IG Customer(Stock sales,IG vendor)

2015.11.11 Cross Company sales with WPF Zhu Min, Wang Xiaoqiong, Guo Xiaolan,
(13:30 – 16:00) Wei Gang
2015.11.12 All related Key user
(9:30 – 11:30) Master Data: Material, Customer, Vendor
2015.11.12
(13:30-17:00) Free Discussion & Sum up
2015.11.13 All key Users
(9:30 – 11:30 ） Warp-up

24

Internal
HOW to do PCW Migration ?
Project issue/risk management

Steering Committee Report the issue to

Project Operation
Committee or Steering
Committee for the final
Operation Committee decision

Discuss in
Update the issue/risk list
PM the weekly
& close the issue/risk
meeting Y

End
N

Discuss &
Consultant Maintain resolve Update the issue/risk list
the issue/risk list the & close the issue/risk
issue/risk? Y

Key User
Report issues
(Project issue/risk
list)

Confidential Property of Schneider Electric 25

Internal
HOW to do PCW Migration ?
Project Change management

Steering Committee

Whether this Confirm

Operation Committee Report the Change
change is Change Request change
Request to Project
necessary? request
Operation Committee
or Steering Committee
for the final decision

PM Update the project

Discuss the Change Charter and ask stake
request with consultant holder to approve

Submit the
Scope /effort Y
Scope/schedule /effort Implement the
Consultant /solution End
/solution change change request
Change?
information to PM team
N

Update BT list

Key User Change Request What is change request?

Be responsible for your confirmation of
Change Business requirements/Business every step, any change request may cause
process after Blueprint Phase risk to solution design, cost, schedule…
Confidential Property of Schneider Electric
Change solution design after UT 26
……
Internal
HOW to do PCW Migration ?
Communication plan
Steering
Committee Participants Objective
review Host by each module -Task status review
AH Domain Activities - Consultants - risk and issue discussion
- Key user - solution decision
-Consultant - project status update
Gate Review Project Weekly -Key User - review project risk and issue
review -Project Mgt. team -Review status of key decision
M AH -Helen -Confirm going forward plan
Monthly Report -Steering committee
Business Sponsors -Operation committee - Review major milestone
Gate review -Project Mgt. team -To-go decision
Operation -Key Users
Committee
Review Newsletter broadcast to
AH -Steering committee -Project status update
Legend Monthly Report -Operation committee -Message delivery
-Key users
M Monthly Project team W -Consultant
Project
weekly review Operation
W Weekly Meeting -Operation committee -Project status update
Committee -Project Mgt. team -Identify potential project risks and concerns
review
AH Ad-Hoc
D Host if necessary -Project status summary reporting
Steering -Steering committee
D Daily Domain - Management direction and guidelines
Committee -Operation committee
Activities
review -Escalation of key project and resource issue
-Project Mgt. team

Confidential Property of Schneider Electric 27

Internal
HOW to do PCW Migration ?
Risk List
No. Issue description Cate Severity status Raised by Raised Responsible Target date Resolved Progre Solution
gory on on ss log
1. Effort/Solution Estimation
2. Schedule a meeting to
No decision on whether link SO XXXX, Jiang make decision
1 Risk medium open Helen 2015.11.05 2015.11.13
number in e-claim system XXXX 3. Update the project charter
if necessary
1. document BT list ( in
process, operation
habit…)
Long BT list, make sure the users Jiang XXXX, All
2 Risk medium Open Helen 2015.11.06 2015.1.31 2. 2. Emphasis the BT in
are fully understand the change consultant
the discussion
3. 3. Ensure BT understood
in training session
1. Encourage the user to
3 Long BT list, the users may be Risk medium Open Jiang Hong 2015.10.30
XXXX, Ada
2015.1.31
accept the change from
relactant to accept the change XXXX management level

28

Internal
HOW to do PCW Migration ?
Project Management Plan
> Regular Meeting
> Once a week( Participants: PM, Key User, Consultant)
> Weekly meeting Info
- Time: Every Thursday 9:30-11:30
- Conf Call: 2626/400-628-3958 Participant Pass code : 41875109
- Webex: https://schneider-electric-cn.webex.com.cn/schneider-electric-cn/j.php?MTID=mc4d186f3ca15d10d4347dd41499cea5c

> Gate Review Meeting

Gate Review Meeting Planned Date Objective
Kick-off 2015/11/10 Make the Do decision:
Confirm the User involvement from Business
Confirm the consultant resource
Confirm the project scope, schedule
Design Complete 2015/12/21 Confirm the solution design

Realization Complete 2016/03/25 UT/SIT/UAT testing complete

Enter into Cutover Phase
Go-live 2016/04/19 Go-live announcement

Close 2016/05/18 Project Close

Confidential Property of Schneider Electric 29

Internal
HOW to do PCW Migration ?
Document Repository

> Project document site:

> https://XXXXX
> Contact Information
> https://XXXX
> Monitoring and Control
> https://XXXX
> Management File
> Deliverable list
> https://XXXX

> Risk & Issue log

https://XXXX

> Action list

> https://XXXX

> Change Request log

> https://XXXX

> PF number: PFXXXX

Confidential Property of Schneider Electric 30

Internal
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Internal