8/13/2019 Consulting Response for Training Request
1/50
8/13/2019 Consulting Response for Training Request
2/50
Siemens Corporation RFP 15978
Statement of Confidentiality
This document contains proprietary and confidential information of Atos, its affiliates, and its
subcontractors. This proposal is provided in reliance upon the recipients agreement not to use
or disclose the information except in connection with its business dealings with Atos. The
recipients of this document agree to inform its present and future employees who receive or
have access to the information contained in this document of its confidential nature, and to
instruct each employee that they must not disclose any information concerning this document
to others except to the extent that such matters are generally known to, and are available for
use by, the public. The recipients of this document agree that they will not duplicate or permit
others to duplicate any material contained herein except for its own internal use, for the
purpose this submission is intended.
Atos information is based on our understanding of the transaction at this time and are subject
to further due diligence, input from local counsel and subcontractors, and approval of
appropriate Atos management committees. Our proposal at this time does not include binding
information with respect to employee and asset transfers or terminations, and accordingly will
need to be adjusted to include such issues, including an adjustment to the price.
This response is a proposal only. Services will be performed only after the parties have entered
into a signed definitive agreement and statement of work. The services will be performed as
described in such documents and subject to the terms and conditions contained in such
documents.
8/13/2019 Consulting Response for Training Request
3/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 3 of 50
Table of ContentsA. Supplier Executive Summary .................................................................................. ..................4
B. Financial Reports:................ ................................................ ....................................... .............7
C. Supplier Pricing Proposal ........... ................................................. ...................................... .......8
D. Supplier Implementation Plan ........................................... ................................................ ......11
E. Supplier Business Continuity, Disaster Recovery and Risk Mitigation Plans ...... ...... ..... ...... ..... ...37
F. Reporting Capabilities ............................ ....................................... .........................................39
G. Solution Design & Delivery Centers............................... ........................................ ..................41
H. Capacity Planning Methodology.......... ................................................ ....................................42
I. Alternative SOW, SLAs and Pricing... ......... ......... ............ ............ ......... ......... ... ...... ......... ........44
J. Suggested Changes to Siemens Contract Terms & Conditions .................................................45
K. Customer References ............................................. ................................................. .............46
L. Other Supplier Methodologies............. ................................................. ...................................46
8/13/2019 Consulting Response for Training Request
4/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 4 of 50
A. Supplier Executive Summary
3. A. EXECUTIVE SUMMARY (Supplier may insert a file with the narrative here or paste the text directly)
Please provide in no more than three (3) pages an overview of your organization, your products, andyour proposed services. Please tailor the discussion to areas of interest to Siemens and this
initiative.
Atos is pleased to respond to the MRP Training for MRP Controllers, Buyers, and Order Managers RFP.We at Atos firmly believe we are uniquely positioned to provide a support model which meets theunderlying business, financial, capability, and management drivers set forth to ensure that your end usershave the skills and competencies needed to be proficient using the recently implemented system to dotheir jobs.
We understand the objective of the MRP Training is to develop and deliver 3 -half day courses and 1-halfday course which totals 12 hours per end user (with the exception of management which is 4 hours).After examining the needs and scope of training for Siemens Energy, we have established acomprehensive course curriculum which can be done in 10 hours within the MRP Overview and MRPExecution courses. Should the same users need S&OP and Inventory courses, this would add an
additional 2 to 4 hours respectively, depending on the individual needs of the end user.
The course curriculum and the offerings are detailed within the Project ScopeCourse Curriculumfor MRP Trainingof this document (page 22). The courses identi fied are:
(1) Course 101MRP OverviewMake4 hours(2) Course 102MRP OverviewBuy4 hours(3) Course 103MRP Executive Summary Management4 hours(4) Course 201MRP Execution - Make6 hours(5) Course 202MRP ExecutionBuy6 hours(6) Course 301S&OPResponsible for S&OP (Long Term Planning) - 4 hours(7) Course 401Inventory Control Responsible for Stock - 2 hours (This is a key factor in the
effectiveness of MRP as Stock is the starting point of any MRP Generation)
It is further understood, that the Atos Consultant will work with the identified SME(s) to complete a shortinstructional analysis to ensure that the course curriculum meets the training requirements. Weunderstand the requirements for each course are the following:
Development of all training materials (e.g., Templates, Conceptual Process Slides,Instructor/Participant Guides, Data, Exercises, Quick Reference Cards, Evaluation).
Working with a Subject Matter Expert (SME) from MRP Make/Buy to create deliverables thatinclude;
o The step-by-step procedures for each transactiono SEspecific policies or internal SOP that must be followed while completing the
transaction
Delivery of End User Training using a role-based methodology.
In addition to the above requirements, Atos differentiates itself by also providing these additionalelements to the approach:
Enhanced course curriculum that takes the needs of Make and Buy end users into consideration. Knowledge Transfer with the SMEs to gather all business requirements needed to complete the
development of all training materials.
Knowledge Transfer with the SMEs to review the training documentation completion to ensure itfollows the business process in order to make any updates and/or edits.
By using six imperatives o f who, what, why, how, when and where during instructional delivery,we are able to clearly differentiate the roles involved in a given process. This methodology in
8/13/2019 Consulting Response for Training Request
5/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 5 of 50
conjunction with pointing out the integration points in the system and the impacts of the data willpeak the learning curve more quickly of the end user.
We will use the Communication Plan throughout instructional delivery to reinforce roleinvolvement within the same business unit and/or across business units (GT, GN, SU).
The Post Test will act as an indicator of where reinforcement should take place and can bescheduled to represent the knowledge of the users. The outcome of the Post Test results should
be acted upon immediately by Atos and SMEs.
The training development tools that we would like to propose are Word and Snagit. They will be utilizedto allow learners to practice the transactions following the screen shots and the field requirements alongwith specific business process notes/comments provided by Siemens Energy SMEs (subject matterexperts). The Word templates will be combined into an instructional manual with an end-to-end businessprocess approach which can be uploaded to Sharepoint. Although we are proficient in both trainingdevelopment tools we feel for this particular training need Word/Snagit may be a better fit because:
o Word/Snagit is more end user friendly and allows for more robust business requirementnotes.
o Can print out Word/Snagit in a more professional format to allow users to take notes.o Word/Snagit does not hang up or shut down during developer documentation.o Word/Snagit can be more quickly and easily edited and/or updated.o Word/Snagit step-by-step procedures can be sequenced and housed in one file to create
one manual which can easily be stored in one place on Sharepoint so that the end userdoes not have to search for multiple documents and try to sequence them in a businessprocess manner manually.
Why Atos?
Within the context of more than 2,600 successful SAP projects worldwide Atos has developed high qualityLearning Solutions. Our approach to training is favored by Siemens Learning Campus, by Central Units(e.g., Colorado Training for CHR and Finance Training for CF), Siemens Sectors (e.g., Energy andHealthcare) and Siemens external customers (e.g., Daimler/Chrysler). We are very proud of the trainingefforts for the NAM delivery of the OneP, and have received a standing letter of recommendation.
To be successful in this effort we would:
Utilize a full-time Functional Master Trainer Lead with certifications in MM, PP and PPPI. He has15 years of functional experience as a Production Controller as well as a Production Planner. Hehas also had the manufacturing roles as a Project Lead in Manufacturing for MAPICS MRPImplementation, Engineering Change Manager, Project Manager for ERP Project and SpecialProject for GEC Technology as a permanent employee for a manufacturing company. Afterspending 15 years in a manufacturing environment, he began working for Atos 15 years ago. Hehas worked heavily in the SCM and PLM areas including MM MRP, PP including capacityplanning, PPPI, PP/DS, WHM, MII, QM, APO, Logistics, and Document Management Archiving.He knows how to use training tools such as uPerform and Snagit. It is our intent to have himexecute the analysis on the front -end, develop the training materials in conjunction with ourmaster trainer who was on the OneP Project, review the materials with the SMEs, and deliver thetraining to the end users.
Utilize our Master Trainer Developer that was on the oneP project with a certification in SD. Shewill be utilized off-site from March 19
thApril 12
thto assist with training development/review part
time. During training delivery, she will be full -time April 15th
May 17th
to assist in aligning andorganizing the materials electronically and assisting in classroom instruction as a secondary role.This resource will provide continuity, understands the environment and the SMEs they will beworking with. She is an expert with communications, change management, training planning,training development and training instruction. She understands the materials need to be tailoredmost appropriately for this MRP project. She has MM and PP experience and works well with themain functional trainer listed above. She has trained process and industrial engineers in the past
8/13/2019 Consulting Response for Training Request
6/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 6 of 50
as well as spending time on the shop-floor helping train back flushing with AS400 interface withSAP. Additionally, this resource is an expert in the use Microsoft Office Products, Snagit, UPK,uPerform. Her understanding of the Siemens Energy culture, training tools, and the MRP processand the need to get to a just in time delivery will ensure that the training materials aredeveloped to high quality standards, and meet the needs of the Siemens Energy End Users.
Provide deep industry knowledge of Siemens based on our past, and current training efforts, andour expert SAP training skills within MRP execution and Master Planning as well as the masterdata impacts and integration points within SAP.
Optimize class room training delivery using a role and process-oriented approach for end usertraining development that supports the existing Siemens Energy training strategy, and the goalsand objects set-forth for the MRP training for Siemens Energy.
Atos will assign our top performers to this team. We have selected a Functional Master Trainer Lead witha proven track record in the SCM and PLM area. In addition, we have selected a Master TrainerDeveloper with a proved track record in Siemens Energy projects specifically on OneP and theirprofessional core competence in the respective processes. Atos is fully committed to contribute to the
success of this training project. High customer satisfaction is most important to us, and we are confidentbased on our current and recent training projects in the US with Siemens Energy and SiemensHealthcare that we can exceed your expectations. Our experience in SAP MRP, coupled with ourknowledge o f your processes, systems and tools, will enable a collaboration that delivers improvedperformance and e fficiency.
8/13/2019 Consulting Response for Training Request
7/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 7 of 50
B. Financial Reports:
3. B. ANNUAL REPORT, OTHER FINANCIAL STATEMENT DOCUMENTS & D&B REPORT(Supplier may insert a .pdf or other file here)
Annual Report, other Financial Statement documents, and/or D&B Report (If S uppli er has providedthe reports during RFI stage, you dont need to provide again) Please provide your Companys Annual Report and other Financial Statement documents for the
latest two fiscal years,and your Companys latest D&B Reportthat reflects your credit worthinessand financial viability.
Atos 2011 full year results
http://atos.net/en-us/Newsroom/en-us/Press_Releases/2012/2012_02_23_01.htm
8/13/2019 Consulting Response for Training Request
8/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 8 of 50
C. Supplier Pricing Proposal
3. C. PRICING TEMPLATES (Supplier must insert the pricing within the attached Excel workbookprovided here)
Time & Material Projects
The project is T&M, the consultants will only charge for the time that is worked. We consider a typicalwork day 8 hours. We understand that if more or less hours are incurred they will be billed at the hourlyrate. The overtime rate is the same as the hourly rates listed below. The consultant only begins billingwhen they have started work, the time spent traveling to the client site will not be billed.
Res. Lev Local Days/hrs
ClientRate inUSD/hr
ExpenseEst Per/
WkSummary
Rates in USD
SummaryExpense in
USDBudget in USD
AndrewBridge
ITEC 5
USAllCities
43days/344hrs
$155.00 $1,000/wk $53,320.00 $9,000.00 $62,320.00
AmyArmstrongITEC 5
USAllCities
34.5days/
276hrs.
$155.00 $425.00/wk(an avg, asthis is a pt.resource)
$42,780.00 $3,825.00 $46,605.00
SummaryRates
SummaryExpenses
TOTAL
Totals $96,100.00 $12,825.00 $108,925.00
Roles
Andrew Bridge (refer to Appendix 1 attached for a full resume) - Full -time Functional Master TrainerLead with certi fications in MM, PP and PPPI. He will be the lead of integrating with the SMEs togather business requirements in order to develop the training materials and be the primary instructorfor the end users.
Amy Armstrong (refer to Appendix 1 attached for a full resume) - Part-time Master Trainer Developerwill be off-site from March 19
thApril 12
thto assist with training development, review and formatting.
During training delivery, she will be full-time April 15th
May 17th
to assist in aligning and organizingthe materials electronically as well as assist ing in classroom instruction as a secondary role.
The above stated volumes are estimations and may deviate. Invoicing will be done monthly on a timeand material basis. The prices do not include taxes. Travel time and expenses to all locations will becharged as they occur in accordance with published Siemens Travel guidelines.
8/13/2019 Consulting Response for Training Request
9/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 9 of 50
* Please Note: If Siemens Energy would like to extend the current training resource (s) the same rateabove would apply on a T&M basis, the logistics to be worked out with the project team, and a changerequest for an extension submitted.
Atos Pricing Assumptions
Time and effort (with consideration of the travel policy), all expenses charged at cost at the time
incurred
Any amounts listed in this proposal are exclusive of value added taxes, sales taxes, trade taxes,withholding taxes, levies, duties and/or comparable taxes, which shall be the responsibility ofSiemens Corporation as prescribed by the applicable laws.
The Atos proposal and associated pricing is based upon our interpretation of the data and
volumes provided by Siemens Corporation and the information summarized in our response.
Any changes to scope, environment, or other assumptions may affect this T&M engagement. In
this event, the change management process will be initiated.
The proposal is based on the timeline schedule and milestones presented in the Atos response.
Any deviations from this timeline will have to be addressed by the parties and may result in
additional charges. Atos has presented the above pricing considering the award of the full scope of services
Siemens Corporation will ensure availability of its management, project team and us ers, as this is
a critical success factor to successfully complete the project in a timely manner and performknowledge transfer.
Changes to the defined scope will be handled through a formal change order process. As part ofthis process, the change will be described in detail, and Atos will provide an estimate of the timeand resources necessary to address the change. Pricing will be determined based on ratesagreed in the statement of work. Work will not be started on a change order until the changeorder has been formally accepted and signed by the appropriate Siemens Corporationrepresentative. A change is defined as any increase in scope either through additionalfunctionality, technical objects or services
Atos assumes that all hardware and software owned or leased by Siemens Corporation andpertinent to this engagement is under a maintenance agreement and is at current revision levels.Siemens is responsible to set-up and maintain the training client.
Siemens Corporation will monitor the dependencies of other major projects that have a potential
to impact the speed of delivery of the project and inform Atos of any potential delays ordependencies with sufficient time to allow for mitigation and further costs or obligations.
Language of communication will be in English
Atos assumes that all the personnel on the Siemens Corporation project will have access to the
Siemens Corporation network to connect to the Atos network via VPN.
8/13/2019 Consulting Response for Training Request
10/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 10 of 50
1.1.1. Bonus/Malus
1.1.2.
From To Hour Straight Bonus/Malus Billable
Band Band Price Price Addition Price
-30% 434 464 155.00 67,270$ 10,811$ 78,081$-25% 465 495 155.00 72,075$ 7,208$ 79,283$
-20% 496 526 155.00 76,880$ 4,805$ 81,685$
-15% 527 557 155.00 81,685$ 2,403$ 84,088$
-10% 558 588 155.00 86,490$ 1,201$ 87,691$-5% 589 619 155.00 91,295$ -$ 91,295$
ManHours 620 650 155.00 96,100$ -$
5% 651 681 155.00 100,905$ -$ 100,905$
10% 682 712 155.00 105,710$ (1,201)$ 104,509$
15% 713 743 155.00 110,515$ (2,403)$ 108,113$
20% 744 774 155.00 115,320$ (4,805)$ 110,515$
25% 775 805 155.00 120,125$ (7,208)$ 112,918$
30% 806 846 155.00 124,930$ (10,811)$ 114,119$
Bonus/Malus
1.1.3. Fixed price
Please state terms and conditions of a fixed price offer (e.g. including additional costs,
independent of consulting and person days, etc.). State the kind of contract you are
choosing in case of assignment. State the number of assigned resources per work
package and the profiles of key players. Also for fixed price offers there should be
transparence on expenditure on basis of roles. Please provide the break-down of
estimated efforts by resources, ITEC roles and days/hours.N/A
3-Year Cost Savings Plan Ifapplicable.
N/A
National Account Discount
N/A
Rebate/Incentive
If Supplier has a rebate/incentive structure (i.e. rebate/incentive % based on spend range),please provide here.
N/A
Description of optional additional offers with extra pricing
8/13/2019 Consulting Response for Training Request
11/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 11 of 50
N/A
D. Supplier Implementation Plan
3.D. Implementation Plan (Supplier may insert a file with the contents here or paste the contentsdirectly)
ProjectScope
Atos proposes to provide Siemens Energy with MRP (Material Resource Planning) training materials andtraining instruction to support seven courses to provide Siemens users (MRP ControllersMake/Buy;Buyers, Order Managers/Execution) with the information they need and the performance supportmaterials to be successful back on the job. We propose the following courses for MRP - MaterialResource Planning:
Identify and/or confirm the training curriculum of four MRP courses via the SMEs. The courses identified are:
(1) Course 101MRP OverviewMake4 hours
(2) Course 102MRP OverviewBuy4 hours(3) Course 103MRP Executive Summary Management4 hours(4) Course 201MRP Execution - Make6 hours(5) Course 202MRP ExecutionBuy6 hours(6) Course 301S&OPResponsible for S&OP (Long Term Planning) - 4 hours(7) Course 401Inventory Control Responsible for Stock - 2 hours (This is a key factor in theeffectiveness of MRP as Stock is the starting point of any MRP Generation)
Organization Scope
In Scope Out of Scope
Siemens EnergyCharlotte (GT, GN, SU) All other organizations not covered InScope
Overall Detailed Service Scope
*A description of the deliverables used in the classroom is defined in detail to illustrate usage and formatof each deliverable. This can be found the section Detailed Descripti on of Deliverables.
In Scope Out of Scope
Ident i fy and/or con f i rm the train ing cu rr icu l um of Seven MRP
courses
Work in conjunction with Core Team and/or SMEs conductshort analysis of current training materials, confirm and/orrefine curriculum based on input
Develop and/or upd ate exi st ing Train ing M ater ia l via Word/Snagi t
and Prepare Train ing System (Exerci ses and Exerci se Data), based
on the agreed up on sco pe and curr icu lum
Work in conjunction with Core Team and/or SMEs
Develop and/or update Conceptual slides
Work in conjunction with Core Team and/or SMEs
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
8/13/2019 Consulting Response for Training Request
12/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 12 of 50
In Scope Out of Scope
Develop and/or update Instructor Manual
Work in conjunction with Core Team and/or SMEs
Develop and/or update End-User Manual
Work in conjunction with Core Team and/or SMEs
Localize Training Material and Training Data (Training System) toreflect Site Specifics
Work in conjunction with Core Team and/or SMEs
Review and correct all training materials with the SME throughout
the training material development process
Work in conjunction with Core Team and/or SMEs
MRP Functional Master Trainer Lead Must Be available in theclassroom during End User Training along with the SMEs tosupport the Siemens Energy end users should any needs arise.
ILTInstructor Led in Person
Develop and/or update Quick Reference Cards (QRCs)
Work in conjunction with Core Team and/or SMEs
Develop Communication Plan Work in conjunction with Core Team and/or SMEs
Develop Post Test Work in conjunction with Core Team and/or SMEs
Post all online help documents to a website or SharePoint
Work in conjunction with an administrator
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
All other Functionalities not mentioned the in Scope
Application Scope
In Scope Out of Scope
7 MRP Courses All other applications a re not covered InScope
8/13/2019 Consulting Response for Training Request
13/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 13 of 50
Technical Training Scope
In Scope Out of Scope
Microsoft Office (PowerPoint, Word, and Visio)
Snagit
All other technologies or tools not covered InScope
Service Delivery Location Scope
In Scope Out of Scope
The Consulting services will be performed at Siemens Energy in the US:Charlotte
Travel will be required and will be coordinated under the directionof Siemens Energy who will provide the facilities and officeaccommodations. The facilities will be provided at no cost toAtos. Facilities will be accessible to Atos personnel and pre-authorized employees only.
All other locations not covered In Scope
8/13/2019 Consulting Response for Training Request
14/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 14 of 50
Project Schedule
Atos proposes to complete this effort based on the following timelin e. Dates will be adjusted and a finaltimeline will be agreed upon with Siemens Energy at the beginning of the project. Based on the timelinebelow we anticipate this project will take 1 Full Time Contractor and 1 Part Time/Full Time Contractorapproximately 43 days to complete. The material development and review portion is very aggressive and
is subject to change based on analysis with the SMEs.
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week
Analysis Phase(ConfirmCurriculum)
Design (confirmtemplates)
DevelopTrainingCourseware(including SMEreview)
InstructionalDelivery
Evaluation
Finalization andTurnover
8/13/2019 Consulting Response for Training Request
15/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 15 of 50
Training Schedule
The schedule is based on the RFP estimate of attendees: GT ~ 45; GN ~30; SU ~ 15-30. Since endusers may be traveling in from Fort Payne and Orlando, Atos has tried to group the training into one weeksegments to avoid additional travel from one week to the next. In addition, thought was put into the timeofferings so that the end users can allocate their time to their jobs to avoid being tied up in a training class8am-5pm each day.
Make
4 hr
Course 101MRP OverviewMake Thursday, April 18th
1pm5pm
Make
6 hr
Course 201MRP Execution - Make Friday, April 19th
8am3pm
SOP
4 hr
Course 301S&OPResponsible for S&OP (Long Term Planning) Monday, April 22nd
1pm5pm
IC
2 hr
Course 401Inventory Control Responsible for Stock- 2 hours(This is a key factor in the effectiveness of MRP as Stock is the startingpoint of any MRP Generation)
Tuesday, April 23rd
10:00pm12:00pm
Buy
4 hr
Course 102MRP OverviewBuy Tuesday, April 23rd
1pm5pm
Buy
6 hr
Course 202MRP ExecutionBuy Wednesday, April 24th
8am3pm
SOP
4 hr
Course 301S&OPResponsible for S&OP (Long Term Planning) Thursday, April 25th
8am12pm
IC
2 hr
Course 401Inventory Control Responsible for Stock- 2 hours(This is a key factor in the effectiveness of MRP as Stock is the startingpoint of any MRP Generation)
Thursday, April 25th
1:30pm 3:30pm
Mgmt
4 hr
Course 103MRP Executive Summary Management Friday, April 26th
8am12pm
Make4 hr
Course 101MRP OverviewMake Monday, April 29th
1pm5pm
Make
6 hr
Course 201MRP Execution - Make Tuesday, April 30th
8am3pm
SOP
4 hr
Course 301S&OPResponsible for S&OP (Long Term Planning) Wednesday, May 1st
8am12pm
IC
2 hr
Course 401Inventory Control Responsible for Stock- 2 hours(This is a key factor in the effectiveness of MRP as Stock is the startingpoint of any MRP Generation)
Wednesday, May 1st
1:30pm 3:30pm
Mgmt
4 hr
Course 103MRP Executive Summary Management Thursday, May 2nd
1pm5pm
Buy
4 hr
Course 102MRP OverviewBuy Friday, May 3rd
8am12pm
Buy
6 hr
Course 202MRP ExecutionBuy Monday, May 6th
8am3pm
SOP
4 hr
Course 301S&OPResponsible for S&OP (Long Term Planning) Tuesday, May 7th
8am12pm
8/13/2019 Consulting Response for Training Request
16/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 16 of 50
IC
2 hr
Course 401Inventory Control Responsible for Stock- 2 hours(This is a key factor in the effectiveness of MRP as Stock is the startingpoint of any MRP Generation)
Tuesday, May 7th
1:30pm 3:30pm
Make
4 hr
Course 101MRP OverviewMake Wednesday, May 8th
8am12pm
Make
6 hr
Course 201MRP Execution - Make Thursday, May 9th
8am3pm
SOP
4 hr
Course 301S&OPResponsible for S&OP (Long Term Planning) Friday, May 10th
8am12pm
IC
2 hr
Course 401Inventory Control Responsible for Stock- 2 hours(This is a key factor in the effectiveness of MRP as Stock is the startingpoint of any MRP Generation)
Friday, May 10th
1:30pm 3:30pm
Mgmt
4 hr
Course 103MRP Executive Summary Management Monday, May 13th
1pm5-pm
Buy
4 hr
Course 102MRP OverviewBuy Tuesday, May 14th
8am12pm
Buy
6 hr
Course 202MRP ExecutionBuy Wednesday, May 15th
8am3pm
SOP
4 hr
Course 301S&OPResponsible for S&OP (Long Term Planning) Thursday, May 16th
8am12pm
IC
2 hr
Course 401Inventory Control Responsible for Stock- 2 hours(This is a key factor in the effectiveness of MRP as Stock is the startingpoint of any MRP Generation)
Thursday, May 16th
1:30pm3:30pm
Training
Close
Trainer ClosureEnsure all materials are posted online; security badgeis turned in; inform manager of departure and exchange contact
information for any further information and/or questions.
Friday, May 17th
8am5pm
Atos Training Methodology
Atos believes the primary goal o f end user training is to help the Siemens Energy meet its projectobjecti ves by enabling effective use o f an existing system within the context of business processesalready in place. Our end user training approach for this project is derived from best practices andlessons learned, it is performance-based and highly integrated with the new business. A primaryobjective of our approach is to support impacted employees by:
Improving the role-based training via instruction of integration of all MRP modules involved
and the impacts the master data has within the business processes in order to reach the
benefits of managing planning, reducing excess inventory, on-time delivery to the customer,using the system to manage supply chain and production, improve morale, and reducing
frustration.
Preparing them for their roles by providing role based training
Minimizing disruption to business
8/13/2019 Consulting Response for Training Request
17/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 17 of 50
Integrating the training approach with change management via a communication plan perrole within the business processes across all business units (GT, GN, and SU) duringinstructional delivery
The adult learning process is characterized by different needs (Prepare me, Tell me, Show me, Let me,
Help me), which can be addressed by a set of learning and support measures, as outlined below.Atoss fundamental approach to designing an end-user training program addresses both the educationand training needs of the various end user audiences. The educationcomponents focus on new ways ofthinkingthrough presentation and discussion of new concepts, terms, and business processes. Thetrainingcomponents focus on new ways of doingthrough hands-on practice in completing system tasks.The figure below represents the end user model used in a variety of implementations. It has effectivelyaddressed the key elements of end user performance by providing an integrated solution for performancesupport. Application of this standard model to the performance solution, regardless of delivery method,helps provide students with a familiar, comfortable learning environment and helps increase learnin g. Wecall the five phases of this support model Prepare Me, Tell Me, Show Me, Let Me, and Help Me.
Figure 1 - Adult Learning and Performance Support Model
Atos Approach to Training Development and Instructional Delivery
The Atos training approach is based on the following principles:
Design and deliver the material in a manner consistent with the adult learning process as
mentioned above
The Atos Six Imperatives, during training material development and instructional delivery, are amust throughout the training process regardless of the vehicle in which the learning is delivered.The Atos Six Imperatives are directly a large contributing vehicle for Organizational ChangeManagement and Communications within the organization. These imperatives link OCM andTraining together throughout the implementation and go -live phases.
o WhoWhat role performs which task
o WhatWhat function or task is the end user to execute
8/13/2019 Consulting Response for Training Request
18/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 18 of 50
o WhyThe end user must understand the reason they are performing the task and/orfunction
o HowThe manner in which the function is executed
o WhenTiming of execution of task and/or function
o WhereSystem transaction of execution and where to navigate to the required fields
Atos Development Methodology
Analysis Phase
The Analysis Phase will include knowledge transfer between the Functional Master Trainer Lead and theSMEs. The first step is to exchange the business requirements specific to Siemens Energy as theypertain to the seven courses Atos has proposed. It is suggested that the SMEs from each business unit(GT, GN, SU) be involved in this process. Based on the knowledge transfer, the Functional MasterTrainer Lead will make suggest ions as to how to improve the course offerings. Secondly, the cours ecurriculum with be reviewed in conjunction with the SMEs to ensure the content will cover the SiemensEnergy specific business requirements. Adjustments to the curriculum will be made in this phase. TheMaster Trainer Developer (secondary role) will update the curriculum so the course materials areconsistent downstream of what is agreed upon during this process. Sign off and approval for thecurriculum will be made by Siemens Energy during this phase.
Design Pha se
The Design Phase will include review of the templates created specifically for the MRP Training which areattached in this document under the heading Samples and Formatted Templates to IllustrateExpertise . These documents will be reviewed with the SMEs to ensure they meet the needs of SiemensEnergy. If the templates are not satisfactory, the Master Trainer Developer (secondary role) will reworkthe templates in addition to setting the standards for the naming conventions or nomenclature. In thisphase, it is of utmost importance that the document for CJ20NProject Builder be reviewed to ensurethe procedural step-by-step instructions for this transaction is satisfactory for the transactions to bedeveloped. The document CJ20N Project Builder illustrates the standards and level of detail to becreated for all transactions for the MRP Training. In addition, the communication plan must be organizedin terms of layout in conjunct ion with the SMEs. Sign off and approval for the design of the materials will
be made by Siemens Energy during this phase.
Development Phase
The Development Phase will consist of the Functional Master Trainer Lead developing the coursematerials in conjunction with the Master Trainer Developer (secondary role). Throughout the process ofdevelopment, the SMEs will review and approve the documentation. The documentation developmentand review of the documentation will occur in parallel to avoid SMEs having to review the documentationall at one time. Continual engagement between the Functional Master Trainer Lead, Master TrainerDeveloper and the SMEs will occur throughout the process to ensure the accuracy of the documentation.Atos objective here is to keep the SMEs engaged in the process at all t imes. Sign off and approval forthe training materials will be made by Siemens Energy during this phase.
Instructional Delivery PhaseThe Instructional Delivery Phase will be role-based training combining the Adult Learning Principles andSix Imperatives mentioned in this document under Atos Training Methodology. The Functional MasterTrainer Lead will execute and deliver all the training courses. To assist in the classroom, the MasterTrainer Developer (secondary role) will assist in documenting parking lot questions, assist the end usersduring hands-on. In addition, the Master Trainer Developer will prepare all course materials for theclassroom and manuals prior to the course to enable the Functional Master Trainer Lead to focus ondelivery preparation and data for exercises leading up to a given course. It is recommended that SMEsbe in the classroom at all times.
8/13/2019 Consulting Response for Training Request
19/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 19 of 50
Evaluation Phase
The Evaluation Phase is a three-fold process. First, an evaluation based on the instructors performancewhile delivering the courses will be measured along with his depth of knowledge. The method will bedone through an evaluation form submitted by each end user at the end of class. Any issues will bemitigated immediately through the SMEs attending the course based on their feedback. Secondly, theevaluation phase will consist of a Post Test for each end user. The results of the Post Test must be
quickly tabulated after the course to enable the instructors and the SMEs to mitigate any inadequateresults of the Post Test grading. These tabulations will be compiled into a report after each coursedelivered by the Master Trainer Developer (secondary role) and submitted to the Functional MasterTrainer Lead and SMEs within 24 hours of a given course deli very so mitigation can occur. The third andfinal step is for the SMEs to give an overall rating for the evaluation of the MRP training performance byAtos once the engagement has ended.
Finalization and Turnover Phase
The Finalization and Turnover Phase will consist of delivering the final learning and performance supportcontent to the client via Website or SharePoint. Although the training materials will be uploaded to a siteprior to the courses to enable the instructor to share the location of the materials during course delivery, across-check must be done in this phase to ensure all documentation has been uploaded. It will be theresponsibility of the Master Trainer Developer (secondary role) to organize the layout on a website and/or
Sharepoint in such a way the end users can easily recognize the documentation they need for retrieval.The Master Training Developer will ensure the layout and organization of the documents is user friendlyfor retrieval purposes and that the naming conventions can be easily recognized and understood. We willeliminate as many naming conventions containing acronyms as possible to enable the end users to findthe documents more easily.
Samples and Formatted Templates to Illustrate Expertise (please note all attachments have a lso
been submitted in a separate zip file, that accompanies this propo sal)
Document Name Purpose Attachment
Siemens Energy
16468_Appendix 2_MRP MasterData
The purpose of this document is to
illustrate all the master data involvedin the MRP process including screenshots. It defines the field functionsand all master data for all modulesnecessary.
Siemens Energy16468_Appendix 2_M
Siemens Energy16468_Appendix 3_MRPCommunication Plan
The purpose of this document is forAtos to create a communicationsplan in conjunction with the SMEs.This is an example/sample of aRASCI where communications mustbe made within the same businessunit and also across business units.Again, this is just an example and
will need to be completed inconjunction with a SME to determinethe approach along with the bestlayout and headings.
Siemens Energy16468_Appendix 3_M
Siemens Energy16468_Appendix 4_WordTemplate
The purpose of this document is toillustrate the Word template inconjunction with Snagit to completethe step-by-step business proceduresteps with screen shots and notes.
Siemens Energy16468_Appendix 4_
8/13/2019 Consulting Response for Training Request
20/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 20 of 50
Siemens Energy16468_Appendix 5_PowerPointTemplate
The purpose of this document is toillustrate the PowerPoint template tobe used for conceptual slides foreach course. This is a short excerptfor Course 101MRP Overview -Make
Siemens Energy16468_Appendix 5_P
Siemens Energy16468_Appendix 6_CJ20NProject Builder
The purpose of this document is toillustrate a completed step-by-stepprocedure of CJ20N ProjectBuilder. This is the standard Atoswould like to use for the trainingdocumentation for step-by-stepprocedural instructions for a giventransaction.
Siemens Energy16468_Appendix 6_C
8/13/2019 Consulting Response for Training Request
21/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 21 of 50
Detailed Description of Deliverables in Scope
The following table summarizes our proposed deliverables to support the MRP training strategy. Anyadditional deliverables are out of scope.
Deliverable Description
Concepts & business process overviews (whereapplicable)
Overview of business processes and goals andobjectives of the implementation and functionalareas including the following elements:
Introduction / learning objecti ves; Processprerequisites; Business process overview flow;Business process overview detail; Exerciseinformation; Summary
Usage: provided as part of participants guide
Format: PowerPoint presentations to explainconcepts, and Visio Flows (or other format asused by Siemens Energy) to provide a businessprocess overview
Instructor Manual Written guidelines to be used by training contractor,Siemens OneP power users and trainers to ensureconsistent presentation of classroom materi als
Usage: Used when delivering instructor ledtraining. Provides structure of course, topics tobe discussed, timing, exercises etc
Format: Word document, which can be madeavailable on-line for instructors.
Instructor demonstrations Instructor demonstrates transactions using real lifescenarios to show the users the system
requirements and how to navigate to the necessaryfields and/or tabs to complete the task.
Usage: Used when delivering instructor ledtraining.
Format: Live instructor training.
Work Instructions and system simulations Detailed procedures for performing each majorrequired SAP task
Usage: Part of the training documentation andavailable after training as part of supportingmaterials
Format: Word/Snagit output document orsimulation preferably made available throughon-line help, but also available in paper format
End-user manual Includes printout step-by-step transactional stepinstructions, conceptual & business processoverviews, data sheets for hands-on exercise andquick reference cards.
Usage: Provided to be used during class and
8/13/2019 Consulting Response for Training Request
22/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 22 of 50
as a walk away.
Format: Either spiral notebook or binder clip
Exercises
*It is Atos belief that for every transaction, a
minimum of 3-5 data sets are needed for eachtransaction to enable repetition so the enduser acquires and remembers the required
steps within a transaction. For repetition, islearning. During the hands-on process, theAtos Six Imperatives must be spoken to
repeatedly.
Classroom hands-on practice using theWORD/SNAGIT printouts in addition to an Excelspreadsheet with the required SAP field data for
each end user. Usage: Referring to real life scenarios out of
the life of an end-user. This allows userspractice in a safe environment, e.g. SAP trainingclient or simulated environment withWord/Snagit.
Format: Excel spreadsheet
QRCsQuick Reference Cards Detailed procedures for performing each majorrequired SAP task without screen shots.
Usage: Part of the training documentation andavailable after training as part of supporting
materials Format: Word/Snagit output document or
simulation preferably made available throughon-line help, but also available in paper format
Online Help
*Including hands -on presentation of how toretrieve the training materials online during
course delivery
Includes all training materials included in the end-user manual posted online and organized in such away for easy retrieval.
Usage: Part of the training documentation andavailable after training as part of supportingmaterials
Format: Website or Sharepoint
Communication Plan
The example/sample attachment can be foundunder the sectionSamples and FormattedTemplates to Illustrate Expertise
It is an example/sample of a RASCI wherecommunications must be made within the samebusiness unit and also across business units.Again, this is just an example and will need to becompleted in conjunction with a SME to determinethe best layout and headings.
Communication Plan from one role to the next ineach sequence of the process to improve onchange management. Also, this communicationplan includes crossing over from business unitsGT, GN and SU when/where necessary. This canbe used in conjunction with a RASCI chart.
Usage: Part of the training documentation toimprove on the benefits: manage planning,reduce excess inventory, on-time delivery to thecustomer, using system to manage supply chainand production, improve morale and reducefrustration.
Format: Excel
8/13/2019 Consulting Response for Training Request
23/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 23 of 50
Course Curriculum for MRP TrainingSiemens Energy
All materials for all seven courses will-be tailor made with Siemens screen shots and data. The deliveryapproach is A+ERP which is a blended approach of End User Training and Project Team Training andlends itself to role-based training. Siemens Energys integration and the impacts of master data will be anemphasis throughout each course.
COURSE 1
Course 101 - MRP OverviewMake4 hours
The objective of this course is to address the goals and targets of MRP, the effectiveness of MRP, areasof integration with ERP, and the master data involved with MRP. In addition, to increase the efforts ofchange management a communication plan with be introduced. This course is intended for Make.
Positioning ERP (Enterprise Re source Planning)
Goals & Targets of MRP
MRP is designed to effectively manage the use of:
o Material
o Operation
o Resources
The effectiveness of MRP is determined by:
o Defining the process to achieve the plan
o Incorporating the Plan into the SAP system
o Executing the plan in the planned sequence
o Responding to and communicating deviations in the plan so it isreflected in the system and communicated appropriately.
MRP only works effectively if:
o The initial plan is realistic at its conception
o The resources needed to complete the plan are available in atimely manner
o The plan is properly reflected in the MRP system
o That deviations and exceptions are managed within the systemin a timely manner.
o That any changes are communicated to all the involved partiesto act upon going forward.
MRP Definition:
Consumption Based Planning (Reorder point)
Demand Based MRP
Objectives of Communication in MRP
To maximize the benefits of running MRP by:
o Better manage the whole planning process,
o Provide better on-time delivery to the customer,
8/13/2019 Consulting Response for Training Request
24/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 24 of 50
o Using the system to better manage the supply chain andproduction,
o Reduce unnecessary costs.
o Reduce inventory,
o Reduce Lead-times
o Improve efficiency
o Improve morale and reduce frustration through better results.
Areas of Integration with ERP
Role of MRP on Inventory Planning
Reduce unnecessary stock holding while maintaining productivity andreducing manufacturing costs.
Role of MRP on Production
Produce the right items, at the right time, at the expected cost byeliminating waste and utilizing resources effectively.
Understand dates in:
Production order dates
o Header
o BOM Items
o Operations
Sales order dates
o How ATP is determined for a Sales Order
Requisition/Purchase order
o What drives the requirements dates for a material
o When orders should be released to vendors.
Project systems
o How Project dates are determined
What drives Consumption of Demand in:
Project systems
Sales orders
Productionreservations
Static Master Data in ERP
Importance of Master Data Accuracy in MRP Master Data Requirements during the material planning phase:
Object Statuses and use of ECM.
Material Master
o Material Types
o Views and Key Fields: with an emphasis on MRP related fields
8/13/2019 Consulting Response for Training Request
25/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 25 of 50
especially lot sizing and safety stock) MM01, MM02, MM03
Basic Data
Material Change History
Additional Data
MRP1 MRP2
MRP3
MRP4
WS View
Purchasing View
SD
FI/CO
Bill of Material (BOM) CS01, CS02, CS03,
o BOM Types
o BOM Item Categories
o Components of a Single Level BOMs
o Multi-Level BOM concepts
o Variant BOMs
o Impact of Low Level Codes in MRP generation
o Settings specific to MRP
Fixed Quantity
LT Offset
Operation LT offsets
Distribution Keys
Explosion Types
SP Keys
Operation Scrap
Component Scrap
Material Provision
Storage Location
Supply Area
Document Assignment
Routings CA01, CA02, CA03
o Operation Elements (Move, Queue, Setup, Processing,Teardown)
o External Operations
o Operation Sequencing options
8/13/2019 Consulting Response for Training Request
26/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 26 of 50
o Alternate Routings
o Control Keys
o Impact of routing on scheduling
Work Centers CR01, CR02, CR03, CA85,
o
Work Centre Categorieso Scheduling setting
o Capacity Categories CR11, CR12, CR13
o Costing
o Standard Value Keys and Formulas
Factory Calendars
Production Versions C223
MRP Setting & Parameters
Background v Foreground
Frequency of MRP
Planning Time Fences
MRP By Plant
Scope of Planning
When to run which and with what parameters MD01, MDBT, MD02,MD03, MD43, MD50, MD51
Post Test
COURSE 2
Course 102MRP Overview Buy4 hours
The objective of this course is to address the goals and targets of MRP, the effectiveness of MRP, areasof integration with ERP, and the master data involved with MRP with an emphasis on procurementincluding STOs. In addition, to increase the efforts of change management a communication plan with beintroduced. This course is intended for Buy.
Positioning ERP (Enterprise Re source Planning)
Goals & Targets of MRP
MRP is designed to effectively manage the use of:
o Material
o Operation
o Resources
The effectiveness of MRP is determined by:
o Defining the process to achieve the plan
o Incorporating the Plan into the SAP system
o Executing the plan in the planned sequence
o Responding to and communicating deviations in the plan so it is
8/13/2019 Consulting Response for Training Request
27/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 27 of 50
reflected in the system and communicated appropriately.
This only works effectively if:
o The initial plan is realistic at its conception
o The resources needed to complete the plan are available in atimely manner
o The plan is properly reflected in the MRP system
o That deviations and exceptions are managed within the systemin a timely manner.
o That any changes are communicated to all the involved partiesto act upon going forward.
MRP Definition:
Consumption Based Planning (Reorder point)
Demand Based MRP
Objectives of Communication in MRP
To maximize the benefits of running MRP by:
o Better manage the whole planning process,
o Provide better on-time delivery to the customer,
o Using the system to better manage the supply chain andproduction,
o Reduce unnecessary costs.
o Reduce inventory,
o Reduce Lead-times
o Improve efficiency
o Improve morale and reduce frustration through better results
Areas of Integration with ERP
Role of MRP on Inventory Planning
Reduce unnecessary stock holding while maintaining productivity andreducing manufacturing costs.
Role of MRP in Procurement
Procure the right items, at the right time, at the expected price by havingvisibility of demand and netting demand to obtain economies of scale.
Understand dates for:
Purchase Requisitionso What drives the requirements dates for a material
Purchase Orders
o When orders should be released to vendors.
Static Master Data in ERP
Importance of Master Data Accuracy in MRP
8/13/2019 Consulting Response for Training Request
28/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 28 of 50
Master Data Requirements during the material planning phase:
Object Statuses and use of ECM.
Material Master
o Material Types
o Views and Key Fields: with an emphasis on MRP related fieldsespecially lot sizing and safety stock) MM01, MM02, MM03
Basic Data
Material Change History
Additional Data
MRP1
MRP2
MRP3
MRP4
WS View Purchasing View
SD
FI/CO
Bill of Material (BOM) CS01, CS02, CS03,
o BOM Types
o BOM Item Categories
o Components of a Single Level BOMs
o Multi-Level BOM concepts
o Variant BOMs
o Impact of Low Level Codes in MRP generation
o Settings specific to MRP
Fixed Quantity
LT Offset
Operation LT offsets
Distribution Keys
Explosion Types
SP Keys
Operation Scrap
Component Scrap
Material Provision
Storage Location
Supply Area
Document Assignment
8/13/2019 Consulting Response for Training Request
29/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 29 of 50
Routings CA01, CA02, CA03
o Operation Sequencing options
o Alternate Routings
o External Operations and Purchase Info Records
Factory Calendars Production Versions C223
Purchasing Info Records ME11, ME2, ME13, ME14
MRP Setting & Parameters
Background v Foreground
Frequency of MRP
MRP By Plant
Scope of Planning
When to run which and with what parameters MD01, MDBT, MD02,
MD03, MD43, MD50, MD51
Post Test
COURSE 3
Course 103MRP Executive Summary Management4 hours
The objective of this course is to introduce the best industry practices for MRP and the best practices forthe MRP Controller function. The course will speak to PO generation automation as well as the impactsof scheduling, inventory planning and production. Safety stocks will be emphasized from the standpointof their usage and how they should be used.
What is MRP
Better Question what MRP isnt
Explanation of MRP
Where it sits in ERP
Best Practices for ERP
High Stock Accuracy
High Master Data Accuracy
Clear role Accountability
Treat it as an ongoing process
Best Industry Practices
Realistic Planning Horizon
Setting consistent KPIs
Instilling MRP as the core of the business
Promoting Communication
Discourage silo mentality
8/13/2019 Consulting Response for Training Request
30/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 30 of 50
Commit your best people to overseeing it
Objectives of Communication in MRP
To maximize the benefits of running MRP by:
o Better manage the whole planning process,
o Provide better on-time delivery to the customer,o Using the system to better manage the supply chain and
production,
o Reduce unnecessary costs.
o Reduce inventory,
o Reduce Lead-times
o Improve efficiency
o Improve morale and reduce frustration through better results
Demo MRP end-to-end process
Instructor led and to speak to integration points, impacts of master dataon other modules/work st reams
MRP Setting & Parameters
Batch v Online
When should it be run
How should it be run
How parameters should be used.
PO Generation Automation
Pros and Cons of Auto Generation
Impacts of scheduling, inventory planning & production Lot sizing: Safety stock
ReportingHands on
COURSE 4
Course 201MRP Execution - Make6 hours
The purpose of this course is to begin by re-iterating the objectives of MRP from Course 101 MRPOverviewMake as can be seen below as the repetition is learning. The objective of this course will beon MRP Execution for Make.
Positioning ERP (Enterprise Re source Planning)
Review Goals & Targets of MRP
Planned and Production Orders
Planned Orders
Creation of Planned Orders MD11, MD12, MD13
Master Data assignment
Scheduling Planned Orders
8/13/2019 Consulting Response for Training Request
31/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 31 of 50
Pros/Cons of firm planning an order.
Material Requirements Generation
Production Orders
Converting Planned Orders to Production Orders CO40, CO41
Creating Production Order Directly CO01, CO02, CO03 ATP Check at Order Creation
Scheduling Production Orders
Understanding dates in Production Orders
o Header
o BOM
o Operations
Releasing Production Orders
ATP Check at Order Release
Generating Pick Lists CO04N
Material Staging
Operation/Order Confirmation CO11N, CO19, CO15, CO13
Material Consumption using Backflushing CO11N, CO19, CO15, CO13
Goods Receipt of Finished Product MIGO
Quality Management Recording and UD QE51N, QA11
Additional Production Order Functions
Clearing Shortages in Production Orders CO24
Adding Notes to Production Orders CO02
Deleting Planned Orders MD12
Setting TECO on Production Orders CO02
MRP Evaluation
Stock Requirements List MD04 verses MRP ListMD05
Why two transactions which look the same?
Display Stock Requirements List MD04
Individual V Collective Access MD07
Generation Time significance
Stock Line
Requirement Types (Dependent and Independent)
o Special MTO demand lines
Supply Types (Orders, Requisitions, STO)
Material Detail icon
8/13/2019 Consulting Response for Training Request
32/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 32 of 50
Period Totals icon
Show Overview Tree/Order Report
Exception Message
o Why they are generated
o What are there meanings (Sort Codes)o How to respond
MRP Demonstration End-To-End
Demo MRP end-to-end process
Instructor led and to speak to integration points, impacts of master dataon other modules/work st reams
Show results in Stock Requirements List MD04
Demo MRP end-to-end process walk along with users doing hands on thekeyboard using Excel spreadsheet exercises with data with an emphasis on thefollowing:
Exception messages
o Investigation
o Rescheduling
o Tagging Notes to Process Orders
Master Data Management
o Managing MM Settings
o Planning Parameters Change and How to Change Demand
o Creation of Routings (impact on scheduling)
Create a Planned Order
Convert a Planned Order and Release for production.
Review ATP checks.
Post Goods Issues, Operation Confirmations and Final GR.
Display MD04Stock Requirements List to understand
Post Test
Manual Constraints
COURSE 5
Course 202MRP ExecutionBuy6 hours
The purpose of this course is to begin by re-iterating the objectives of MRP from Course 101 MRPOverviewBuy as can be seen below as the repetition is learning. The objective of this course will be onMRP Execution for Buy.
Positioning ERP (Enterprise Re source Planning)
Review Goals & Targets of MRP
Dependent Requirements, Requisitions and Purchase Orders
8/13/2019 Consulting Response for Training Request
33/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 33 of 50
Dependent Requirements
What are Dependent Requirements
How are requirements consolidated
Requisitions
How are Requisitions generated Lead-times elements in procurement
Assigning Source of Supply
Stock Item Purchase Orders
Converting a Requisition to a Purchase Orders
Creating a Purchase Order directly
Service Item Purchase Orders
From Requisitions
From Production Orders or Projects
Stock Transfer Orders
One Step verses Two Step Stock Transfer Orders
Automating Purchase Order Creation
When should you do this?
MRP Evaluation
Stock Requirements List MD04 verses MRP ListMD05
Why two transactions which look the same?
Display Stock Requirements List MD04
Individual V Collective Access MD07 Generation Time significance
Stock Line
Requirement Types (Dependent and Independent)
o Special MTO demand lines
Supply Types (Orders, Requisitions, STO)
Material Detail icon
Period Totals icon
Show Overview Tree/Order Report
Exception Message
o Why they are generated
o What are there meanings (Sort Codes)
o How to respond
Scrap
Assembly Scrap
8/13/2019 Consulting Response for Training Request
34/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 34 of 50
Component Scrap
MRP Demonstration End-To-End
Demo MRP end-to-end process
Instructor led and to speak to integration points, impacts of master dataon other modules/work st reams
Show results in Stock Requirements List MD04
Demo MRP end-to-end process walk along with users doing hands on thekeyboard using Excel spreadsheet exercises with data with an emphasis on thefollowing:
Exception messages
o Investigation
o Rescheduling
o Tagging Notes to Process Orders
Master Data Management
o Managing MM Settings
o Planning Parameters Change and How to Change Demand
o Creation of Routings (impact on scheduling)
Run Single Item MRP
Convert a Planned Order to a Requisition MD14
Convert Requisition into a Purchase Order. ME59N
Approve Purchase Order. ME29N
Post Goods Receipt and UD. MIGO
Display MD04Stock Requirements List
Post Test
COURSE 6
Course 301S&OPResponsible for S&OP (Long Term Planning)- 4 hours
The purpose of this course is to instruct the objectives of S&OP, Demand Management, Make to Stockversus Make to Order and Long Term Procurement. This Planning course is related to those responsiblefor the Sales and Operations Planning (Long Term Planning).
Sales and Operations Planning
Objectives of S&OP
Define a Forecast against which Financial Budgets are set
Validate that resources are available to achieve the forecast
Justify Capital Expenditure
Enter into long term contracts with Vendors
Set periodic targets for future performance measurement
Generate tentative Requirements Plans
Demand Management
8/13/2019 Consulting Response for Training Request
35/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 35 of 50
Create Time Based Demands for Production/Procurement
Product Group Planning
Disaggregation based on Historic Data
Planning Strategies
Requirements Types
Planned Independent Requirements
Off-set the Demand against the current and future Stock targets
Rough Cut Requirements Planning
Make to Stock Verses Make to OrderLong Term Procurement
Post Test
COURSE 7
Course 401Inventory ControlResponsible for Stock- 2 hours
The purpose of this course to instruct managing inventory and safety stocks. Safety stocks will beemphasized from the standpoint of their usage and how they should be used. This course is useful foranyone who has responsibility for stock as it is key factor in the effectiveness of MRP as Stock is thestarting point of any MRP Generation. Also, it is useful for anyone to be able to understand if stockadjustments have been posted recently or of a Physical Inventory has been run.
Managing Inventory
What is Inventory?
Inventory Assumptions
If it is in SAP it is there and its status is as defined.
Inventory Types
Restricted
Unrestricted
Quality
Blocked
Inventory Accuracy
Is a key factor in Good MRP execution
Accuracy levels of 98%+ should be expected on Key High Value Items
Physical Inventory
These are Annual or Semiannual Accounting requirements, not inventorycontrols
Cycle Counting
ABC Classification
A class items should be counted at least monthly.
Inventory Write Off/On MB1C
8/13/2019 Consulting Response for Training Request
36/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 36 of 50
Write Off/On show a lack of control in the inventory processes.
Inventory Obsolescence
Unplanned Obsolescence causes high procurement costs and causesunnecessary disruption to planning
Identified Obsolescence can indicate bad master data or poor planning.
Safety Stocks
Purpose of Safety Stock
Setting Safety Stock Levels
Managing Safety Stock Levels
Post Test
Responsibilities Matrix
Task AtosSiemens
Energy
Services and obligation to co-operate
To develop training materials, including exercises which reflect theprocedures using Word and Snagit
X
To create communication plan X X
To review and approve the materials X
To produce a master set of materials (electronic) X
To carry out the end user training X
To produce reports on the status of the training carried out and to pass onuser queries and problems
X
To give support to end user training X X
Administer Post Test X
Go live support X
Requirements Matrix
Task AtosSiemens
Energy
Services and obligation to co-operate
Functional Master Trainer Lead to develop the training documentation and deliver thecontent to the end users with SMEs in the classroom at all times
X X
Master Trainer to assist in developing the training materials and assist in deliveringthe content.
X X
8/13/2019 Consulting Response for Training Request
37/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 37 of 50
E. Supplier Business Continuity, Disaster Recovery and Risk Mitigation Plans
3.E. Supplier Business Continuity, Disaster Recovery & Risk Mitigation Plan (if Supplier has providedthe plan during the RFI stage, you dont need to provide again)
Here we want Suppliers to articulate how they expect to insulate Siemens from their financial risksand any other relevant risks that could impact their application solution, etc. Supplier may insert a filewith the narrative/contents here or paste the text directly
Atos has strong adherence to Risk Management, Business Continuity and DR processes and procedures.Due to our global delivery model we have central repositories for documentation that are rigorouslymaintained. Atos has implemented a Contingency Planning and Disaster Recovery (DR) process torespond to a DR situation that will enable a rapid and effective transition of critical information processingto an alternate support center in the event of a major disruption of Atos services. This process respondsto a disaster condition so that:
The impact on processing services provided to clients is minimal;
Financial losses, operational impacts, and corrupted data are kept to a minimum;
Operational control and business continuity is maintained;
Support of critical services resumes as quickly as possible; and
The affected area is repaired or replaced without delay.
The Contingency Planning and Disaster Recovery p rocess provides recovery strategies for informationsystems including computer operations, systems operations, technical support, and telecommunications.
However, for clients, Disaster Recovery is an elective service and each client that chooses to participatehas a Disaster Recovery Plan tailored to its requirements. The Disaster Recovery Plan contains theactions to be taken, the resources to be used, and the procedures to be followed before, during, and aftera disaster event takes place. The Disaster Recovery Plan document is a detailed manual of
responsibilities, guidelines, recovery actions, specific recovery procedures, and critical informationneeded to carry out the recovery e ffort.
Disaster Recovery response actions cover the entire timeframe from the beginning of the disruptionthrough to the return of normal operations. This timeframe is divided into three stages:
Stage I - The period from the point of disruption through to the mobilization of the recovery teams.This stage includes the notification of the Recovery Organization, Client Recovery Coordinators,and other key personnel.
Stage II - The period during which processing operations are established at the RecoveryCenter(s) and/or facility (ies).
Stage III - The period during which the damaged Atos data center is rebuilt or restored and
processing is migrated back to the Atos data center.
Notification and Outage Levels are part of the Disaster Recovery Plans. An Outage Level communicatesthe severity of the processing disruption and forms a basis for the type of recovery actions required by theRecovery Organization and the Client Recovery Coordinator. Atos has established the following OutageLevels:
MINOR - Processing will resume in less than 8 hours.
INTERMEDIATE - Processing will resume within 24 hours.
8/13/2019 Consulting Response for Training Request
38/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 38 of 50
MAJOR - Processing is not expected to resume within 24 hours of the event.
The Disaster Recovery Plans are activated when the interruption to processing services is expected to begreater than 24 hours, or would cause the following for Atos clients:
Significant loss of assets or revenue flow; or.
Inability to meet critical commitments or protect the interests of stockholders and employees.
A Recovery Di rector (by name), Recovery Group Managers, and Recovery Team Leaders have beenidentified by title to direct disaster recovery activities. In addition, alternate personnel for each of theabove mentioned positions have been identified by title. The team descriptions and specific procedures tobe followed by each recovery team in the event of a disaster are also documented in the plans.
It is recommended that each contracted client's disaster recovery plan is tested at least once a yearunless the client requests alternate procedures. For each recovery test, a written Exercise Plan isdeveloped to document the scope and objectives of the exercise and define the tasks to be performed inconducting the exercise. In addition, the detailed recovery procedures performed and results of the testare documented in a Critique Report following the exercise. The tests of the disaster recovery plans
include restoration and loading of the operating systems and associated system software, restoration ofonline environments, restoration of backed up client data, and switching from the client's productionnetwork to their recovery network if authorized by the client.
8/13/2019 Consulting Response for Training Request
39/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 39 of 50
F. Reporting Capabilities
3.F. Reporting Capabilities (Supplier may insert a file with the narrative/ contents here or paste thetext directly)
Here we want Suppliers to list and provide examples of weekly, monthly, quarterly and other reports
and analysis they plan to use on the Siemens contract to report status, to highlight service levels andachievement, and other areas of importance.
CommunicationA communication plan is established at the init iation of a project to align on communication needs andpreferred methods at the outset (e.g. which information is needed by which stakeholders on whichfrequency, via what method: rpt, email, call, etc).
At a minimum, project communication incl udes:
Weekly Reviews/Reports
Weekly status reports and meetings will occur between the client SPOC, the project manager andarchitect. The project is driven and managed by the project manager and the SPOC. Atos provides weekly status reports (PMRs) to the client SPOC. PMRs include reporting on status, budget, schedule, variances, planned/actual accomplishments. Atos maintains a consolidated Issue/Risk Log for the effort covered in this SOW.
Tracking resolution of the issues and risks are handled as an integral part of the weekly PMRagenda.
Ad-hoc Service Reviews/ReportsAd-hoc service reviews are provided to the client when requested. These reviews can be used as a toolto give the client a real-time view into program performance. They may also be used to close out potentialissues that require updates before the monthly review. The following list includes examples o f ad-hocreports:
Financial UpdateUsed to update potential issues that may impact the budget Project UpdateUsed to update the status of a project
Ad hoc reviews may be requested at any time by contacting the Atos Project or Program Manager.
Change Control
To address the potential for changes to the solution, we would employ a change control process. Anychange to the solution architecture (whether cost impacting or not) will be mutually coordinated by boththe Siemens Need to see where to put this maybe above
Atos will provide the following change control services:
Create and process solution architecture change requests Analyze impact of proposed changes, including cost, effect on existing service delivery, effect on
current Siemens Energy environment and process Create Change Orders upon acceptance of Change Request Maintain file copies of all Change Requests and Change Orders
A change request form will be the tool for communicating change to the solution architecture. If a changeto the systems, service levels, operational processes, or manner of delivering the Services is requested or
8/13/2019 Consulting Response for Training Request
40/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 40 of 50
required, the Siemens Energy or Atos will prepare an agreed upon change request form that describesthe reason for the change, and the anticipated impact of the change. This could include such items asany anticipated performance or cost impacts. The requester must document in detail the change to bemade. When completed, the change request form must be forwarded to the Atos change contact forfurther action. Upon approval, any such change will be set forth in a change request form signed by bothparties.
A change request form is appropriate in the following examples:
Changes to environment, scope, management, and performance of projects (regular and special),milestones, tasks, systems, service levels
Adding resources, scope, projects, new services, tasks Management and control of hardware and software changes (in the server or data center
environment) Adjustments to baselines, assets, volumes, or other areas where change over time results in the
need to adjust pricing
Adding, deleting, and/or changing sites where services are provided or the nature of servicesprovided at a site
8/13/2019 Consulting Response for Training Request
41/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 41 of 50
G. Solution Design & Delivery Centers
3.G. Solution Concept & Delivery Centers (Supplier may insert a file wit the narrative here or pastethe text directly)
N.A. All work will be performed onsite.
8/13/2019 Consulting Response for Training Request
42/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 42 of 50
H. Capacity Planning Methodology
3.H. Capacity Planning Methodology (Supplier may insert a file with the narrative/ contents here orpaste the text directly)
Atos leverages one Atos Concept through Global delivery centers aligned to singleprocess/development methodology via the Global Delivery Platform (GDP). In addition to thisAtos fosters incubation of small technology/innovation Centers in each of the Delivery locationsthat are not only aligned to global standards/processes but also facilitate client proximity andlocal cultural influence on business
Staffing PlanningAtos staffing planning is executed through a combination of long -range planning and short-termadjustments based on changing client needs. Staffing planning and any needed adjustments for thisproject will be managed within the larger context of resource planning, described below:
The Atos Siemens team works with designated client points of contact to procure the most current andaccurate view of Siemens needs. These critical inputs are then utilized within Atos internal planning and
management practices to plan and align staffing needs. An overview of these processes is outlinedbelow:
Annual Planning/Budgeting: Based on a combination of inputs from Siemens, historical volumes andcurrent contracted or pipelined work, Atos creates annual budgets of required resources to supportSiemens. Based on these budgets, the resource management teams in our locations evaluate whetherincreased resourcing will be required for the year, and plan recruitment timings and volumes ifappropriate. These budgets and plans are validated and adjusted monthly, based on the updatesdescribed below.
Quarterly Planning: Based on the most current updates of the inputs described above, the AtosSiemens team makes resource commitments with our delivery o rganizations to provide the required
8/13/2019 Consulting Response for Training Request
43/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 43 of 50
resources to meet client commitments. These requests are formalized within our internal managementsystems and any adjustments to planned staffing (recruitment or re -assignment) are executed based onthese commitments.
Monthly Planning: Our program managers participate in a formal monthly forecasting exercise based onthe most current updates to Siemens contracted and pipeline business. This exercise creates a picture ofthe resourcing needs based on allocation for contracted work and weighted probabilities for pipelinedwork. Based on this analysis of contracted and likely to be contracted business, actual resourceassignments are made to individual project efforts.
Weekly Adjustments:All program and project managers, along with t he Atos Siemens team and deliverymanagement representatives participate in the following weekly meetings to align staffing across projects:
Weekly Forecast Review: Review status of contracted work in terms of timing and sizing, updatestart and end dates for projects, update project sizing, validate probability and timelines forpipelined work, ensure all projects (contracted and pipeline represented)
Weekly Resource Utiliza tion: Review status of contracted projects. Re-assign un-utilizedresources to active projects (e.g. resources may be unutilized due to delays in project start,receipt needed inputs, etc). Re-level resources to ensure delivery of critical projects. Identifypossible staffing risks for following weeks and development risk management s trategies toaddress.
8/13/2019 Consulting Response for Training Request
44/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 44 of 50
I. Alternative SOW, SLAs and Pricing
3.I. Alternative SOW, SLA & Pricing (Supplier May insert a file with the narrative/ contents here orpaste the text directly)
Suppliers are welcome to provide alternative SOW, SLAs, and Pricing not covered under thescenario above. Additionally, if Supplier does not agree or does not intend to comply withSiemens positions on any matter contained in this RFP, this must be noted within this section. Ifmodifying an existing document, proposed changes to language should be inserted using revision
marking so that the evaluation team can see and understand them.
As described in the pricing section, Atos proposed a T&M approach and has provided
proposed/estimated pricing for each option requested; specifically, training without exercised and training
with exercises.
8/13/2019 Consulting Response for Training Request
45/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 45 of 50
J. Suggested Changes to Siemens Contract Terms & Conditions
3.J. Suggested Changes to Siemens Contract Terms and Conditions (Supplier may insert a filewith the narrative/ contents here or paste the text directly)
Here we want Suppliers to articulate clearly any provision of the Siemens Contract Terms andConditions provided in Exhibit 2 which they do not agree with, or intend to change. Additionally,
Suppliers must state how and why they do not agree or comply next to the specific change madeand what value Siemens may derive from the change.
All terms and conditions set forth in the current MSA/CRA are in place for this opportunity.
8/13/2019 Consulting Response for Training Request
46/50
2011 Atos IT Solutions and Services, Inc. Proprietary & Confidential Page 46 of 50
K. Customer References
3.K. Customer References (Supplier may insert a file with the narrative/ contents here or paste thetext directly)
Suppliers are asked to provide at least three (3) customer references, comparable in size and scopeto Siemens (if Supplier does not have comparable customers like Siemens, please provide Supplierstop 3 customers in terms of annual revenue) so that Siemens can commence performance andcapability reference checks. Please provide reference (name, address, telephone number, emailaddress) and a brief paragraph on Suppliers relationship with the customer. Note: Siemens may ormay not call all these references but we may consider this additional information as part of ourSupplier E valuation process.
Atos works closely and diligently to earn the right to use a client as a reference. Through our partnership
and record of exceptional performance results, our clients have been generous in their willingness to
speak with potential clients and independent analyst firms such as Gartner and Forrester. We also valueour clients executive support and participation at global Atos conferences. Because we place a high
value on individuals time, logistics become the responsibility of the client partners who own the
relationships. If or when Siemens Corporation wishes to contact some of these clients, we can work
together to determine availability and ability to participate.
For your information, Siemens Energy, Siem