Polestar Proposal For HCL Tech - Procurement Analytics - Revised - 111623

HCL PROCUREMENT
PROJECT PROPOSAL
Polestar Solutions | Business Unit | Group | Date

This deck contains (click to redirect)
1. Scope of Work, Assumptions, & Exclusions
2. Solution Architecture, Project Plan & Timeline and Project Team
3. Project Commercials
4. Annexure – Signed-Off Functional Requirements
5. Annexure – Sample Portal Screens
6. Annexure – Data Items/Master and Information Required from End Users
7. Annexure – Project Governance Structure
8. Annexure – Non-Functional Requirements
9. Annexure – Expertise in Procurement Function
10. Annexure – Case Studies and Customer Stories
SCOPE OF WORK
Scope of Work
1. The high-level scope of work includes developing a single Portal for Procurement Teams to Match HCL PO
Data with Suppliers reports data
2. The portal will have SSO enabled
3. The portal will have screens to Upload Suppliers Data or download data
4. User will be able to search Customer Name and PO Number
5. User will be able to see all the product lines across that PO and corresponding Supplier data (delivery status)
6. On the Portal User will be able to see all different deliveries associated with a single PO line as provided by
supplier
7. The Portal will be powered by Azure SQL at the backend
8. The Data will be extracted from SAP Ariba and Supplier's APIs in automated manner via ADF or can be
manually uploaded to the portal directly
9. Matching of HCL PO Data and Suppliers data will be automated as per the logic provided by HCL team
10. Matching Logic is based on the Power Queries available and running currently
11. All the Matching Logic and other required transformations will happen of Azure SQL Server
12. Data from Azure SQL will be feed into Qlik for Reporting
13. Detail screens and Data Elements are mentioned in trailing slides
14. User management screen will be part of portal to provision access as admin user or login user
Scope Assumptions
1. The Portal will have Logging and Auditing available
2. Source system remains only two: SAP Ariba and API from suppliers
3. All necessary remote access (VPN/RDC) for development purpose will be provided by the client
4. All the business logics would be provided during the requirement gathering phase. Thereafter, any logic
change will be considered having timeline and commercial impact. Business User availability is critical
during these session and to adhere timelines, over different Businesses same KPI will have same logic
5. Any delays from the client are not accounted for in the project plan.
6. There would be a SME involved along with the team from Client for Requirements and source to target
mapping
7. Client to ensure availability of relevant stakeholders for UAT
8. Client is expected to provide licenses/access for Qlik & Azure
Scope Exclusions
1. All the data will be accessible to the Users who will successfully Authenticate to Portal. No specific Access are
considered into scope
2. Only reports associated with PO and Corresponding Supplier Data are considered into scope. Any other
reporting requirements are not considered
3. Procurement of any hardware/software/connector if required will be procured by HCL Tech Team
4. Any requirement which is out of tool capability will be out of scope
5. Polestar will not be responsible for delay in Project Execution as a result of :
1. Delay in Hardware / Network / Access / Metadata Access / Installation
2. Delay in acceptance and sign offs of deliverables by Client
3. Delay in assignment of required personnel from Client
6. Delay due to any of the above-mentioned issues, would affect the project timelines and commercials
SOLUTION
ARCHITECTURE,
PROJECT PLAN,
& PROJECT TEAM
Solution Architecture
Project Timeline
Phase Activities W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18 W19 W20 W21 W23 W24
Requirement Finalization
Connection with SAP Ariba
Azure Environment Setup
Connection with Supplier APIs
Finalization of Upload Template
Requirements
Reverse Eng of Power Query Logic and Confirmation
BRD Creation
NodeJS Framework Setup
React\Angular Framework Setup
BRD Sign Off
Upload Data Functionality
Portal Download Data Functionality
Update/Split/ Matching Functionality
Show and Tell Working Session with Procurement Team
Data Extraction from SAP
Extraction
Data Extraction from Supplier APIs
Power Query Logic Implementation
Transformation
Fact And Dimensional Modelling for Reporting
Loading Data Loading to Qlik SAAS
Reporting Qlik Reports
Portal Reports Embedding
Working Session with Procurement Team
Show and Tell
Feedback Incorporation
UAT
Testing
UAT Sign Off
Prod Movement Production Setup & Movement
Go live Go Live
Project Team Structure
We bring in diverse and relevant experience required for delivery of this nature. We work
collaboratively with HCL Tech Business and IT users to utilize the resident knowledge
Role:
Role: • Responsible for end-to-end project execution
• Prepare, manage and maintain activity plan and
• Provide overall sponsorship and support
other project management artifacts
• Assume overall responsibility for project Single point of contact for project
Steering Committee •
delivery communications and status reporting and
• Supports all activities and decisions HCL Tech Project Sponsors stakeholder management
regarding to road-blocks Polestar Global Delivery Head • Ensures project issues, risks are tracked,
managed and mitigated
Customer Success Partner Project Management HCL Tech Leads

Polestar Customer Success Head HCL Tech Project Manager HCL Tech SMEs
Polestar PM HCL Tech IT SPOC
Role: Polestar Development Team Role:

HCL Tech evangelist/advocate in Polestar responsible • These SPOCs will guide the PMO and development
for successful execution of the project by identifying the Project Manager team regarding any functional or IT related
risks during the reviews & having an unbiased view of Business Analyst clarifications and quick resolutions
the project progress. Solution Architect
DevOps Engineer
Role: ETL Developer
• Responsible for building the application grounds Qlik Developer
up for HCL Tech React/Angular Developer
• Blend of skills relevant to project for end-to-end NodeJS Developer
project development, testing and deployment Testers
PROJECT a
COMMERCIALS
Project Commercials
We recognize the importance of this project and the urgency with which HCL Tech wishes to execute it. To provide you with
greater control over delivery timelines and go-live deadlines, we propose implementing a Managed Time & Material model,
which offers the flexibility needed to ensure a successful outcome.
Under this model, the onus of delivering the project within the agreed-upon both HCL Tech and Polestar. We are committed to
ensuring the highest level of quality and adherence to best practices throughout the project's delivery. You can be rest assured
that we will work tirelessly to ensure that all project timelines are met and that the final deliverable meets your expectations.
Thank you for entrusting us with this project, and we look forward to working with you on this project.
Team/Resource M1 M2 M3 M4 M5 Total MM Rate Card Commercials

Project Manager 1 1 1 1 1 5 ₹ 2,75,000 ₹ 13,75,000
Business Analyst 1 1 1 1 1 5 ₹ 2,75,000 ₹ 13,75,000
Solution Architect 1 1 1 1 1 5 ₹ 2,75,000 ₹ 13,75,000
DevOps Engineer 0.25 0.25 0.25 0.25 0.25 1.25 ₹ 2,30,000 ₹ 4,60,000
ETL Developer 2 2 2 2 1 9 ₹ 2,30,000 ₹ 13,80,000
Qlik Developer 0.25 0.25 0.25 0.25 0.25 1.25 ₹ 2,30,000 ₹ 6,90,000
React/Angular Dev 1 1 1 1 1 5 ₹ 2,30,000 ₹ 11,50,000
Node JS Dev 1 1 1 1 1 5 ₹ 2,30,000 ₹ 11,50,000
Tentative Project Cost ₹ 8955000
COMMERCIALS - TERMS & CONDITIONS
• Credit period of 45 days from the date of invoice would apply for all service costs
• Invoicing will be done monthly as per the loading plan shared in the previous slide
• All applicable taxes would be over & above the commercials mentioned
• OPE will be over and above these commercials for any resource for onsite deployment
• The proposal is valid till 31st November 2023
ANNEXURE a
SIGNED OFF FUNCTIONAL REQUIREMENTS

SOLUTION DATA FLOW
DIAGRAM
5
4A
2A Match HCL PO data from DATA FLOW
Ariba with Suppliers’
Reports Data 1 PO data flowing from Ariba to
Azure (Future phase: Invoice)
4B Matching logic based on 2A Supplier API to pull Delivery
available Power Queries details
2B PORTAL FOR DATA 2B

(# of suppliers TBD)
Excel based supplier delivery
ENTRY
details
3A
2C Offline details of supplier
Sanity Check deliveries
on the
entered data
3A Pulling of HCL PO details for
#2C
3B 3B Storing of portal entered data

2C with basic sanity checks
4A Cleansed Data sent to SP for

running matching logic as per
Raul Queries
4B Matched data stored back in
SQL as enriched data
Output shared with Qlik layer for
5
business and procurement
teams
ANNEXURE a
SAMPLE PORTAL SCREENS

Procurement Users
should be able to
Log in to the portal
using
Single Sign On
(SSO)
Supplier
Name Downlo
ad
templat
Upload
Data
Pull from PO Enter manually e
PO Number
Supplier DELL GLOBAL BV
Name Downlo
ad
templat
Upload
Data
PO Number 9300058228
Name Downlo
ad
templat
Upload
Data
HCL Order
9300058228 Order placed On 2/22/2023 Order placed By ATUL KOTNALA-52000628
Number
Client Name Becton Dickinson Supplier Name Dell Japan GP Order Status Open
FILTER
ROWS
Target
Custome PO Dell Order Item Order Product Order Order Shipped Original Est Inv Master Invoice Ship Svc
Item Long Name Group Desc Brand Desc Shipped Date Delivery Carrier Waybill Split
r Num Num Number Num Qty Desc Status Desc Date Qty Deliv Date Date Inv # # Level Desc
Date
530003793412 9300058228 626766248 210-AZBM Dell Dock � WD19S 130w Power Delivery � 180w AC 2 CS Software and Peripherals Other Electronics WD19S In Production 2/27/2023 2 2/28/2023 2/28/2023 LTL 3 to 5 Day Service FEDEX EXPRESS 632221159283 Split
2/27/202
530003793412 9300058228 626766255 A8222268 C2G 5ft High Speed HDMI Cable with Ethernet - 4K 60Hz - M/M 4 CS SOFTWARE AND PERIPHERALS CLIENT PERIPHERALS PARTNER Waiting For Invoicing 2/27/2023 2 2/27/2023 2/28/2023 2/28/2023
3
10654967871 10654967871 LTL 3 to 5 Day Service UPS 1Z2EY9490300750687 Split
2/27/202
530003793412 9300058228 626766263 467-1488 Global Portal English US Language System 1 UNKNOWN UNKNOWN UNKNOWN Invoiced 2/27/2023 1 2/27/2023 2/28/2023 2/28/2023
3
10654880313 10654880313 Split
2/27/202
530003793412 9300058228 626766263 817-BBBK Thank You For Choosing Dell 1 UNKNOWN UNKNOWN UNKNOWN Invoiced 2/27/2023 1 2/27/2023 2/28/2023 2/28/2023
3
10654880313 10654880313 Split
530003793412 9300058228 626766271 275-BBCB DELL Optical MOUSE - MS116 1 CS SOFTWARE AND PERIPHERALS CLIENT PERIPHERALS DELL-BRANDED Waiting For Invoicing 2/27/2023 1 2/28/2023 2/28/2023 2/28/2023 10655140743 LTL 3 to 5 Day Service FEDEX GROUND 602726140884 Split
530003793412 9300058228 626766271 460-BDKI Dell EcoLoop Pro Briefcase - CC5623 1 CS SOFTWARE AND PERIPHERALS CLIENT PERIPHERALS DELL-BRANDED Waiting For Invoicing 2/27/2023 1 2/28/2023 2/28/2023 2/28/2023 10655140743 LTL 3 to 5 Day Service UPS 1Z2EY9490300750687 Split
530003793412 9300058228 626766271 470-AFJI Dell 6-in-1 USB-C Multiport Adapter - DA305 1 CS SOFTWARE AND PERIPHERALS CLIENT PERIPHERALS DELL-BRANDED Waiting For Invoicing 2/27/2023 1 2/28/2023 2/28/2023 2/28/2023 10655140743 LTL 3 to 5 Day Service UPS 1Z2EY9490300750696 Split
530003793412 9300058228 626766271 580-ADMT Dell KB216 Dell Wired Keyboard 1 CS SOFTWARE AND PERIPHERALS CLIENT PERIPHERALS DELL-BRANDED Waiting For Invoicing 2/27/2023 1 2/28/2023 2/28/2023 2/28/2023 10655140743 LTL 3 to 5 Day Service UPS 1Z2EY9490300750703 Split
2/27/202
530003793412 9300058228 626766289 210-BBCC Dell 24 Monitor - P2422H, 60.5cm (23.8") 4 CS Software and Peripherals Displays DELL MONITOR P2422H Invoiced 2/27/2023 4 2/27/2023 2/27/2023 2/27/2023
3
10654967871 10655109858 Split
Name Downlo
ad
templat
Upload
Data
HCL Order
Number
FILTER
ROWS
Target
Date
2/27/202
3
2/27/202
3
2/27/202
3
10654880313 10654880313 Split
2/27/202
3
10654880313 10654880313 Split
Name Downlo
ad
templat
Upload
Data
HCL Order
Number
FILTER
ROWS
Target
Date
2/27/202
3
2/27/202
3
2/27/202
3
10654880313 10654880313 Split
2/27/202
3
10654880313 10654880313 Split
Name Downlo
ad
templat
Upload
Data
HCL Order
Number
The quantity across split rows is FILTER
ROWS
exceeding the total numbers of Target
Custome PO Dell Order Item
r Num Num Number Num
Item Long Name
Order
Qty
Group Desc
Product
Desc itemDescquantity
Brand
Order
in the
Status Desc Date Qty PO.
Order Shipped
Shipped Date
Original Est
Deliv Date
Delivery
Date
Inv Master Invoice Ship Svc
Date Inv # # Level Desc
Carrier Waybill Split
2/27/202
530003793412 9300058228 626766255 A8222268 C2G 5ft High Speed HDMI Cable with Ethernet - 4K 60Hz - M/M 4 CS SOFTWARE AND PERIPHERALS CLIENT PERIPHERALS PARTNER Invoiced 2/27/2023 2 2/27/2023 2/28/2023 2/28/2023
3
10654967871 10654967871 Split
2/27/202
530003793412 9300058228 626766255 A8222268 C2G 5ft High Speed HDMI Cable with Ethernet - 4K 60Hz - M/M 4 CS SOFTWARE AND PERIPHERALS CLIENT PERIPHERALS PARTNER Invoiced 2/27/2023 2 2/28/2023 2/28/2023 3/01/2023
3
10654967871 10654967871 Split
2/27/202
3
10654880313 10654880313 Split
2/27/202
3
10654880313 10654880313 Split
Name Downlo
ad
templat
Upload
Data
HCL Order
Number
FILTER
ROWS
Target
Date
2/27/202
3
2/27/202
3
2/27/202
3
10654880313 10654880313 Split
2/27/202
3
10654880313 10654880313 Split
Name Downlo
ad
templat
Upload
Data
Search by
Item
FILTER
ROWS
Target
Item Long Name Group Desc Brand Desc Shipped Date Delivery Carrier Waybill
Date
Name Downlo
ad
templat
Upload
Data
Search by
Item
Target
Item Long Name Group Desc Brand Desc Shipped Date Delivery Carrier Waybill
Date
626766271 275-BBCB DELL Optical MOUSE - MS116 1 2/27/2023 1 2/28/2023 2/28/2023 10655140743 LTL 3 to 5 Day Service FEDEX GROUND 602726140884
626766271 460-BDKI Dell EcoLoop Pro Briefcase - CC5623 1 2/27/2023 1 2/28/2023 2/28/2023 10655140743 LTL 3 to 5 Day Service UPS 1Z2EY9490300750687
626766271 470-AFJI Dell 6-in-1 USB-C Multiport Adapter - DA305 1 2/27/2023 1 2/28/2023 2/28/2023 10655140743 LTL 3 to 5 Day Service UPS 1Z2EY9490300750696
Name Downlo
ad
templat
Upload
Data
Search by P2422H
Item
FILTER
ROWS
Target
Custome PO Dell Order Item Order Product Order Order Shipped Original Est Inv Master Invoice
Item Long Name Group Desc Brand Desc Shipped Date Delivery Carrier Waybill SPLIT
r Num Num Number Num Qty Desc Status Desc Date Qty Deliv Date Date Inv # #
Date
Name Downlo
ad
templat
Upload
Data
Search by P2422H
Item
FILTER
ROWS
Target
Custome PO Dell Order Item Order Product Order Order Shipped Original Est Inv Master Invoice
Item Long Name Group Desc Brand Desc Shipped Date Delivery Carrier Waybill SPLIT
r Num Num Number Num Qty Desc Status Desc Date Qty Deliv Date Date Inv # #
Date
930005781 DELL MONITOR Waiting For

147943648
3
621046067 210-BCEX Dell 24 Monitor - P2422H, 60.5cm (23.8") Ships_With 13 CS Software and Peripherals Displays
P2422H Invoicing
2/16/2023 13 2/17/2023 2/19/2023 2/19/2023 Split

147943648
0
P2422H Invoicing
2/16/2023 1 2/18/2023 2/19/2023 2/19/2023 Split

147943648
1
P2422H Invoicing
2/22/2023 2 2/24/2023 2/28/2023 2/28/2023 Split

147943648
6
P2422H Invoicing
2/24/2023 2 2/27/2023 2/28/2023 2/28/2023 Split

147943648
3
P2422H Invoicing
2/24/2023 2 2/27/2023 2/28/2023 2/28/2023 Split
USPO00605 DELL MONITOR 11/29/202 12/7/20 1063661692 1063661692

529998255495
5
572085957 210-BBCC Dell 24 Monitor - P2422H, 60.5cm (23.8") 17 CS Software and Peripherals Displays
P2422H
Invoiced
2
17 11/30/2022 12/12/2022 12/12/2022
22 0 0
Split
USPO00608 DELL MONITOR 12/8/20 1063698450 1063698450

529998255495
2
576334898 210-BBCC Dell 24 Monitor - P2422H, 60.5cm (23.8") 2 CS Software and Peripherals Displays
P2422H
Invoiced 12/6/2022 2 12/6/2022 12/15/2022 12/15/2022
22 0 0
Split
ANNEXURE a
DATA ITEMS/MASTERS & INFORMATION
REQUIRED FROM END USERS
Critical data items/masters that would be fetched from Ariba
• Transaction data needed:
▪ PO Line-item data
▪ PO Header Level Data
• Must Have Masters:
▪ Vendor Master
▪ Item Master
▪ Customer Master
• Good to have masters (In the absence of master we will create the reference table based on transaction data
received):
▪ Unit of measure
▪ Currency master
▪ Country/State/City Master
▪ Employee Master
• Notes:
▪ GL & Cost Center not needed as no accounting work is being done
▪ Other Masters (as required and identified during requirements gathering)
Note: This list is limited to discussion done thus far. These will be finally validated, and new masters can be
added when we do requirement gathering sessions in project.
Information captured from End Users
We expect end users to be able to upload below columns using upload excel feature however in
case of using "pull from PO" feature many of these will be auto populated using PO data.
Input
Business Unit ID Ship Svc Level Desc
Business Unit Desc Carrier
Region Desc Waybill
Company Name Billing Order Qty
Country Code Shipping Received Qty
Customer Num Open Qty
PO Number Shipped Qty
PO Line Number Delivery Date
Item Number (SPN) Delivery Signature
Item Description Original Est Ship Date
Supplier Order Number Current Estimated Ship Date
Order Date Original Est Deliv Date
Shipped Date Target Delivery Date
Note: This list is limited to discussion done thus far. These will be finally validated, and new elements can
be added when we do requirement gathering sessions during project.
ANNEXURE a
PROJECT GOVERNANCE STRUCTURE

Governance Structure
GOVERNANCE STRUCTURE EXAMPLES:
Strategic
If the Tactical Tier is
unable to resolve any
Executive Steering open issues, the Strategic
Tier will engage and
Committees finalize the decision.
Which is then
communicated back
Monthly down through the
structure.
Tactical
Points of Intersection (POI)
Points of Intersection (POI)

• Review performance metrics with executives
• Resolve quality concerns
The structure and any
Project • Use project repository to exchange open issues are sent to
knowledge
Execs. the Tactical Tier for
approval. If there are any
PROJECT MANAGEMENT OFFICE open issues, these are
requested to be resolved
• Collect and validate performance metrics
at the Operational Tier.
• Maintain metrics on Executive Dashboard
PMO
• Coordinate QA reviews
Analysts
Operational
Weekly
Cross-Functional
Project Team Leads Teams have design
workshops to finalize
Daily the CoA structure.
Project Team Members

Bottom-up Governance Reviews
Steering Committee
Frequency: Monthly
Attended By Sponsors from HCL Tech , HCL Tech Project spocs, Polestar Project Director, Polestar
PM
Roles and Responsibilities
– Provide strategic direction
– Serve as primary decision-maker and help resolve / remove issues / roadblocks
Weekly Status
Frequency: Weekly
Attended By: Polestar PM, HCL Tech IT SPOC, HCL Tech Business SPOC and HCL Tech Functional
SPOC
Informed To: Project Leadership Team(HCL Tech ) + Project Director (Polestar)
– Involve in discussions with Business and IT teams
– Provide direction on key strategic options
– Manage the project; set priorities and schedules
– Determine / delegate responsibility for project activities; oversee resources and approach
Scrum
Frequency: Daily
Attended By: Development Team + PM Polestar
– Execute key activities on a day-to-day basis
– Develop project deliverables
– Identify and escalate project risks and issues
ANNEXURE a
NON-FUNCTIONAL REQUIREMENTS
NFR covered for the project
Performance Requirements
- Page Rendering Time: 10 – 20 sec
- Report Rendering Time: 10 – 20 sec
- Range: 10 – 25
- Load Time: < 1 minute
* For low to medium complexity charts
Scalability:
- System should have ability to scale up to accommodate increasing data volumes
- System should have ability to accommodate new Vendors
- System should have ability to accommodate new Dimensional Values
Reliability and Availability:

- Minimal downtime up to 99.9% Availability
- Robustness in handling errors or unexpected conditions without crashing.
Security:
- Data encryption in transit and at rest
- Role-based access control and authentication measures
Usability:
- User-friendly interfaces for data analysis tools.
- Intuitive navigation and ease of use for non-technical users
- Adequate documentation
NFR covered for the project
Data Quality and Integrity:
- Ensuring the accuracy and consistency of data.
- Data validation rules
- Maintaining data integrity during transformations and storage
Interoperability:
- Compatibility with various data sources and formats.
- Ability to integrate with other systems and tools.
- Support for standard data exchange protocols.
Maintainability and Support:

- Ease of updating and maintaining the system.
- Adequate documentation
Disaster Recovery and Backup:

- Strategies for data backup and recovery.
- Regular testing of backup and recovery procedures.
ANNEXURE a
EXPERTISE IN PROCUREMENT FUNCTION

We understand Procurement Leaders needs
Enhanced Build great Bottom Line Visibility towards

Service Delivery Supply base Impact Growth Drivers
Provide an easy and Engage with high Ensure that major Set up business for
efficient process for performing reliable decisions deliver the success in long term
business to request supply base which can best value to the
goods and services be managed business
effectively
Procurement analytics yields great returns
Enhanced Build great Bottom Line Visibility towards

Service Delivery Supply base Impact Growth Drivers
Organizations leveraging Companies using analytics- Enterprises have realized an Data Science initiatives is
analytics in procurement driven supplier performance additional 2-3% in spend twice as fast for organizations
typically reduce process costs metrics experience, on savings through analytical with robust spend analysis
by 3-10%, improve their average, a 15% improvement in implementations programs
working capital by 5%, and supplier punctuality and a 20% - Industry Reports - Ardent Partners
enhance supplier terms increase in compliance
- McKinsey - Gartner
Fundamentals Noble
pursuits Legend
1 PROCUREMENT ANALYTICS 60
Spend under Procurement Procurement Governance
management Policy
USE CASES
Compliance
2 8 54 61 Category Management
Savings Sourcing Procurement Contract
Delivery Event ROI Policy
Analytics High Value Compliance
Contract Management
3 9 14 19 24 29 34 39 44 49 55 62
Spend Category
Contract Geographic Tail Spend Financial Supplier Emergency Catalog After the fact Late Process
Strategy
Analytics Analytics Exposure Management Commitments Performance Purchases Utilization PO Payments Compliance
Management Supplier Management
4 10 15 20 25 30 35 40 45 50 56 63
Order Management
Cost of Working
Cost Order Sourcing Contract Supplier Risk Vendor Lead time PO without Team Stakeholder
Transaction Capital
Avoidance Analytics technology Compliance Management Compliance management contracts Efficiency & Engagement
processing Management
Effectiveness
Invoice Management
5 11 16 21 26 31 36 41 46 51 57 64
Budget Req to Order Continuity of Diverse Contracts Supplier OB One time Change Order Non-PO eInvoicing Supplier Item Price
Management cycle time Supply Suppliers Technology cycle time Vendor Management Invoices adoption Enablement Forecasting
Financial Importance
6 12 17 22 27 32 37 42 47 52 58 65
PPV Supplier Sustainable Sourcing Contract Duplicate Price Delivery
3-way
matching
Unpaid Supplier PO Strategic Importance
Reporting Landscape spending cycle time Utilization Suppliers Compliance tracking Invoices Hierarchy Accuracy
exceptions
Operational Importance
7 13 18 23 28 33 38 43 48 53 59 66
Help desk Preferred
Diversity Invoice Single/Sole Supplier Contracting Supplier Spot Buy Receiving & Invoicing Item
ticket Supplier
Spend Analytics source spend Engagement cycle time Fragmentation Spend Returns cycle time Compliance Fundamentals Analytics use cases that are table stakes for any
Analytics utilization procurement Organization
Analytics use cases that are commonly addressed by

High Value high performing Procurement Organizations
Rare yet Valuable
67 69 71 73 75 77 Analytics use cases that may be good to track for

Buying Sourcing wave Catalog Noble pursuits long term value delivery
Obligation Sustainable Fraud
Channel plan Expansion
Management suppliers Protection
Compliance management Opportunities
Uncommon analytics use cases that may be
Rare yet Valuable challenging to implement, however, may add
68 70 72 74 76 78 tremendous value
Sourcing
Procurement Contract risk New Supplier Supplier Maverick
Channel
Value Delivery Analysis Introduction quality Invoicing
Effectiveness
Functional use case priority evaluation matrix
Leveraging advanced analytics tools such as predictive
Advanced and prescriptive analytics to anticipate future outcomes
Analytics and take actions proactively
Effectively using the KPIs, Metrics and data from the

Decision reporting framework to take decisions that influence
Framework business strategy and decisions
11 Building of standard out of box reports and dashboards

Req to Order Reporting to assess key performance indicators and business
cycle time Framework metrics. This framework will get more detailed as we
move from Fundamental to Rare use cases
Building a Data Warehouse that houses data from most

Data Estate sources. Data may be required to cleansed, transformed
and linked as part of loading into the Data warehouse
Data Identification, acknowledgment and assessment of all

Sources data sources that can feed data points to analytics
solution
Assets on Procurement Analytics & Supply Chain
Inventory Management Vendor Analysis Spend Analysis
• Inventory Overview: Instantly access ordering

patterns, sales data, and current stock across Spend Profile Dashboard – Holistic view
multiple locations. of your spending trends, from
Comprehensive Procurement Analysis Tool! overarching totals to vendor-specific
• Aging Analysis: Efficiently manage product turnover Dive deep into real-time spending data, from
by tracking the lifespan of your stock nuances. Chart monthly PO distributions,
total expenditure to vendor-specific details. evaluate your sustainability and diversity
• Reorder Analysis: Safety Stock & Forecasting Visualize monthly PO trends, assess
• Comprehensive Reporting: Customize reports by strides, and identify top-performers
sustainability and diversity efforts, and
category, product, or warehouse code pinpoint top categories and suppliers.
ANNEXURE a
CASE STUDIES & SUCCESS STORIES

Case Study- 1
About Client
The Client is a part of one of the largest conglomerates in India. The company is a fast-growing cement manufacturers in India. The
company currently operates from 8 states in India alone.
Problem Statement
Problem Statement Solution
Solution Benefits Delivered
• A different partner had • Upgraded the BI on to the latest • Near real time information –
implemented Qlik Sense, stable version of Qlik Sense anytime, anywhere
however the client faced
challenges harvesting the best • Consultation on UI/UX • With ACCIO Qlik, business users
of it & hence optimization, using industry
standards of Dashboard,
had their most important KPIs
approached Polestar. pinned to desktops/laptops as
Analysis & Reporting (DAR
• Despite of the data & reports, Theory) & Red-Amber- soon as they turned on their
user adoption on BI Green (RAG) computers
was suboptimal.
• Configured ACCIO • User were able better adapt to
• Business Users did not have Qlik (Polestar’s Qlik Sense BI Qlik Sense & are now more
the time to log into the BI accelerator) was implemented informed to take any decisions
portal & traverse through to keep the users informed &
the application to see those adopt to the technology better
using Accio Qlik
business critical KPIs • With the upgraded
• Trained the end users on both
• Decision making was still Qlik & ACCIO Qlik to make sure environment of Qlik Sense,
mostly done the conventional their decisions are always client could use the latest
way of seeing the static # backed by their data feature of the platform to its full
at the high level & going with potential.
the gut-feel.
Case Study- 2
About Client
Our client is Business Process Outsourcing (BPO) provider focused on delivering technology-enabled finance and accounting and
technology services.
Problem Statement
▪ Our client was earlier using Self ▪ We created 3-tier BI architecture ▪ Through our implementation our client
Service BI tool View for the financial starting with creating a staging layer was able to provide a 360-degree view to
reporting for their own clients. collating data from different sources the CFOs of its client & was highly
▪ BI tool based data warehousing was at a single repository. Transformations appreciated for the value add this brought
not done as industry standards which based on business requirements were them
impacted the report performances done & a SQL based Data Warehouse ▪ All information related to finances were
big time. Also there were many data with incremental loads was created. now available to the key business
discrepancies. Here SSAS cubes were created for stakeholders all the time on their Mobile
enhanced end-user experience. Devices as well
▪ The client wanted visualisation
standards to be improved. ▪ Power BI reports for Finance Domain ▪ End user UI interface for the reports were
were created. This included P&L, created using D-A-R & R-A-G Theory
▪ They aspired to deliver a CFO cockpit
Balance Sheet, Cash Flow and AR following industry standards
apart from different financial analysis
sheets for PnL, Balance Sheet, Cash Reports
▪ Single version of truth was introduced for
Flows & AR to their clients to provide ▪ An exclusive CFO Dashboard & a
the CFO’s a 360-degree view fact-based decision making
executive summary report was also
provided (consolidated report of ▪ Summary reports to all clients of our client
▪ In their earlier BI tool reports, there
entire finance module) was sent monthly which had an improved
were many performance related
issues. Some reports took 2-3 mins to UI & correct data.
▪ Industry best practices were followed
render to ensure any report does not take ▪ Performance of any report was no more a
more than 5 seconds to render challenge, first time rendering of any
report did not take more than 5 secs
Case Study- 3
About Client
An Indian electrical powerhouse, part of the CK Birla Group, crafting fans, lighting, appliances, and more. From New Delhi to 35
international markets, it's redefining comfort and convenience.
Problem Statement
• The supply chain at FMEG was ▪ Polestar BI Team worked closely with ▪ A holistic view across business was created
dependent on multiple data sources Business and IT teams to – Understand
– ERP, Tally, SFA, Excel for the As-Is Process, the gaps in the existing ▪ Data from disparate systems (like ERP, SFA,
information retrieval. process, Identify the points of data Tally etc.) finally made sense
capture, Discuss and finalize the KPIs ▪ Supply issues were identified & corrective
• The major problems were left according to the business of the
partially unaddressed due to the measures plotted to increase customer
company, Design the Integrated Data serviceability
absence of holistic view – Model, Design a layout of dashboard for
• How to reduce cost of logistics user consumption to provide solutions ▪ Few digitization initiatives were triggered
like: to resolve gaps presented by data
• How to manage inventories ▪ Vendor Analytics – Vendor Comparison ▪ Improvement in collaboration and overall
efficiently based on OTIF business effectiveness. This includes better
• How to improve customer service ▪ Pricing Analytics – Highlighting variation utilization of resources, consistent view of
in prices of RM, SFG and Purchased FG critical business data, reliable corporate
• How to improve TAT for ultimate across vendors, regions and time metrics, and the measurement of progress
delivery
▪ Inventory Analytics – Days of Inventory, against business goals.
• How to do proactive sourcing based Stock Verification, Movement of Slow-
on forecast Moving Articles to manage demand
better
▪ Customer Service – To address customer
complaints faster by locating right
inventory in right region
Case Study- 4
About Client
Commercial Procurement Analytics for one of India’s top real estate firms
Problem Statement
• Inorganic growth of the firm caused Polestar followed a standard 3-step Several insights delivered to client across
presence of multiple ERP systems approach to deliver value to client: different opportunity areas:
in the organization causing ▪ Policy compliance: Business units with
• Set up data pipelines to extract data
multiple versions of master data from different ERP systems and major compliance issues to organization
aggregated it into a landing area procurement policies identified
• Multiple sources of Purchasing data
and lack of centralized data • Set up a transformation layer for ▪ Payment term improvements: Up to
warehouse made cross business conversion of master data to a 0.4% working capital improvement
analytics a challenge standardized format, supplier opportunities identified
normalization and calculations
▪ Cost Savings: Up to 2% cost savings
• Significant challenges in
• Visualization layer in QlikSense for identified from differential rate billing by
Procurement policies and processes suppliers for the exact same material
review of insights and delivery of Insight
standardization across business across different BUs in same month and
As A Service for end users
units due to lack of data and hence location
limiting values derived from
acquisition synergies
Thank You.

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HCL PROCUREMENT

Polestar Solutions | Business Unit | Group | Date

Customer Success Partner Project Management HCL Tech Leads

Role: Polestar Development Team Role:

Team/Resource M1 M2 M3 M4 M5 Total MM Rate Card Commercials

SIGNED OFF FUNCTIONAL REQUIREMENTS

2B PORTAL FOR DATA 2B

3B 3B Storing of portal entered data

4A Cleansed Data sent to SP for

SAMPLE PORTAL SCREENS

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

Pull from PO Enter manually e

930005781 DELL MONITOR Waiting For

930005782 DELL MONITOR Waiting For

930005801 DELL MONITOR Waiting For

930005816 DELL MONITOR Waiting For

930005817 DELL MONITOR Waiting For

USPO00605 DELL MONITOR 11/29/202 12/7/20 1063661692 1063661692

USPO00608 DELL MONITOR 12/8/20 1063698450 1063698450

PROJECT GOVERNANCE STRUCTURE

Points of Intersection (POI)

Project Team Members

* For low to medium complexity charts

Reliability and Availability:

Maintainability and Support:

Disaster Recovery and Backup:

EXPERTISE IN PROCUREMENT FUNCTION

Enhanced Build great Bottom Line Visibility towards

Enhanced Build great Bottom Line Visibility towards

Analytics use cases that are commonly addressed by

67 69 71 73 75 77 Analytics use cases that may be good to track for

Effectively using the KPIs, Metrics and data from the

11 Building of standard out of box reports and dashboards

Building a Data Warehouse that houses data from most

Data Identification, acknowledgment and assessment of all

• Inventory Overview: Instantly access ordering

CASE STUDIES & SUCCESS STORIES

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