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HealthMarkets Performance MGMT Proposal
HealthMarkets Performance MGMT Proposal
HealthMarkets Performance MGMT Proposal
5 OBJECTIVES ....................................................................................................................... 7
5.1 PROJECT OBJECTIVES ......................................................................................................... 7
6 IMPLEMENTATION ............................................................................................................. 7
6.1 DELIVERY TIMELINE ............................................................................................................. 7
6.2 METHODOLOGY ................................................................................................................... 8
6.3 CRITICAL SUCCESS FACTORS ............................................................................................ 12
7 PROJECT SCOPE ............................................................................................................. 13
7.1 POST-PRODUCTION SUPPORT ............................................................................................ 14
7.2 OUT OF SCOPE AREAS ...................................................................................................... 14
8 PROJECT TEAM ................................................................................................................ 15
9 ASSUMPTIONS ................................................................................................................. 17
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Confidentiality
The material contained in this proposal represents proprietary, confidential information pertaining
to HCMS Partners, LLC (HCMS) methods and procedures. By accepting this proposal,
HealthMarkets (“HealthMarkets”) hereby agrees that the information in this proposal shall not be
disclosed outside of HealthMarkets, and shall not be duplicated, used, or disclosed for any
purpose other than to evaluate this proposal.
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1 EXECUTIVE SUMMARY
HCMS Partners, LLC (HCMS) is pleased to present this proposal to assist HealthMarkets
with configuration of its Oracle Performance Management application.
• Objectives
o Analyze and document the requirements for HealthMarkets’ implementation of
Oracle Performance Management.
o Implement Oracle Performance Management, including competencies,
competency types, rating scales, assessment and appraisals for the following
job families:
Manager
Admin/Clerical
Professional
Customer Contact
Technical
Skilled Workers
o Implement Workflow approval(s).
o Implement Weighted Averages for each assessment by section.
• Project Team
A combination HealthMarkets and HCMS personnel, with HCMS providing project
management, Oracle HCM functional and technical expertise and HealthMarkets
providing user representation from each area, DBA support and network support
(if needed).
• Duration/Target Dates
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o Our quoted fees are subject to change in response to revisions to the project scope of
this document. Deviations will be recorded and submitted for approval prior to moving
forward on “out-of-scope” activities.
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Considerations for Oracle HCM project
Schedule
HealthMarkets would like to begin the project in December 2007and be live on
Performance Management in mid/late February 2008.
HCMS Partners was established in 2006 and represents the combination of two
independent consulting firms with over 25 years of Oracle HCM experience. Our
organization was founded with a vision to provide a framework that supports partnerships
with:
• Independent practitioners that are recognized leaders within the Oracle HCM
application space.
• Clients by delivering “Best in Class” resources at a price point below the organizations
traditionally managing HCM projects.
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Vendor Contact Information
4 V endor Qualificaitons
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contract or been sued for failure to comply with
contract terms? If yes, please explain.
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5 Objectives
5.1 Project Objectives
Oracle Performance Management 12/10 12/17 12/24 12/31 1/7 1/14 1/21 1/28 2/4 2/11 2/18 2/25 3/3
Discovery
Design, Build and Unit Test
Conduct CRP1
CRP 1 Issue Resolution
Configure CRP 2/UAT
Run CRP2/UAT
Resolve CRP2/UAT Issues
Develop end user training procedures
Execute end user training
Configure production
Go-Live
Post-Prod Support
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6.2 Methodology
HCMS Partners “Smart Start Methodology” is a time-tested, repeatable proven approach, proven
to provide on-time, on-budget Oracle projects while minimizing risk and disruption to normal
business operations.
The “Smart Start Methodology” approach consists of five phases that is task driven and risk
adverse. The table below provides an overview of the five phases:
The success of a project is based not just on the content of the methodology, but on how this
content is deployed, managed, and demonstrated throughout the project. HCMS takes a
common sense approach to implementing Oracle Applications, using time-tested processes and
providing client-specific substance. Major components of the methodology include:
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o Business Process Test Scenario Templates
o Application Setup Templates
o Solution Design Templates
o Functional and Technical Specification Templates
• Assistance and oversight in test plan and test script creation and execution
• Targeted functional support with an emphasis on features within the Oracle HCM and the
business processes employed by HealthMarkets
o Workshops to derive and validate business processes and overall system design
o Management and support for three testing iterations (CRP1, CRP2, UAT)
• Technical support
o Development support to analyze, document, code and test integrations, conversions,
and customization items
HCMS has extensive background in successful delivery Oracle HCM Suite solutions to our
customers. HCMS resources are well suited to guide HealthMarkets from both a functional and
technical perspective. Our Project Management and functional staff have the business
background to understand the unique needs of HealthMarkets and to configure the technology
based on those needs. Our technical resources have the proven track record of implementing a
stable, scalable, supportable environment that allows the HCM Suite and underlying
technologies to perform as advertised.
The following information describes the phases in detail within ‘Smart Start’ methodology:
Phase I – Discovery
This phase of the project includes three major milestones:
Project Management Activities and Planning – The objective of this milestone is to finalize
the foundation for managing the project with our clients. HCMS’s project manager will
work with your project management team to finalize project organization, communication
strategy, logistics, documentation and project repositories along with project objectives,
project scope and the project kickoff.
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Requirements/Business Process Definition – The objective of this milestone is a clear
understanding of your high-level business flows and requirements.
• Validate that requirements have been communicated and are understood by all
parties
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Conference Room Pilot 2 – CRP2 consists of integrated testing of the system
configurations across HealthMarkets business flows. “End-to-End” testing is conducted
by tracking business activities through a complete business cycle. If conversions are part
of the project scope, Converted data will be included here as well as all available custom
objects, reports, and interfaces. This CRP validates the solution and prepares the project
team for the final phase. The project team will have made changes to test scenarios
based on decisions from previous tests. All discrepancies are logged, categorized and
prioritized for remediation prior to user acceptance.
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Ongoing support is critical to the success of any implementation. HCMS believes that the
presence of the HCMS team to help resolve pending issues, as well as the transfer of knowledge
to HealthMarkets IT professionals and business users is vital to the ongoing success of the
project.
Typical support immediately following Go Live includes a detailed plan for project completion
including knowledge transfer, final delivery of documentation to HealthMarkets and resolution of
any outstanding implementation project issues.
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7 Project Scope
This section describes the features that will be considered “in scope”, along with a discussion of
specific items to be considered “out of scope”.
Appraisals
• Manager Self Service:
Appraisals
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7.1 Post-production Support
This proposal includes post-production support for 2 weeks after the implementation.
• All Oracle DBA functions, including (but not limited to) database and application
installation, and patch research, downloading and application
• All Unix Administration functions
• Hardware sizing
• Enhancements or modifications to existing functionality
• Any customizations to the applications
• Any custom reporting
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8 Project Team
• Preparation and maintenance of the project plan, project budget, and timeline
• Communication of project status to the SC, Project Sponsor, and the Project
Leadership Team
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• Assist the Key Users in their understanding and testing of the system
• Testing the system to ensure the requirements are met, including the
development of test scenarios (assisted by HCMS)
• Training Users
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9 Assumptions
This proposal was developed under the following assumptions:
• All new setups will be configured in the existing HealthMarkets US business group.
• HealthMarkets will provide HCMS consultants with adequate workspace and resources
to complete the project deliverables. Workspace and resources may include, but are
not limited to, desks, workstations, telephones, copiers, fax machines, word-processing,
and spreadsheet software.
• Only the interfaces defined in the project scope section are deemed ‘in-scope’, if
additional interfaces are discovered additional resources may be needed which could
change the cost and/or impact the timeline.
• HealthMarkets Business Users will be available during the Integration testing phase.
They will be required to be on-site at a centralized location (TBD) and HealthMarkets
will coordinate the timely availability of additional required personnel throughout the
project as required
• HealthMarkets will assign full-time Key Users. The Key Users assigned to the project
will be familiar with business processes and requirements in their respective areas, and
will have decision-making capability with regard to setup decisions and business
procedures.
• Any changes to the scope will be documented and agreed to jointly by HealthMarkets
and HCMS. HCMS will evaluate the cost of any changes that impact the project scope
for cost and timeline implications, and will receive HealthMarkets approval before work
on such changes begins.
• The Oracle software will be immediately available and accessible to the project team at
the inception of the project and HealthMarkets will maintain licenses and maintenance
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support for the systems and Oracle Applications and provide HCMS consultants access
to support services as necessary to assist with problem resolution
• HealthMarkets will provide three (3) instances to support development, testing and
patching activities.
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10 Professional Fees
Based on our understanding of HealthMarkets requirements and our experience with similar
projects, the professional fees are estimated at *$100,900.00.Our professional fees are
based on actual hours worked by assigned personnel according to the schedule below:
This is a time and materials estimate based upon our understanding of the current project
scope. Project scope, schedule, activities and deliverables will be further defined within the
Project Charter and Work Plan within Phase I which will include a comprehensive schedule and
cost breakdown for the project. Invoices for professional fees will be submitted weekly and are
due with 30 days. Travel related expenses are not included as part of the quoted professional
fees and will be charged back accordingly. Expenses are expected to be 18 to 20 percent of
professional fees.
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11 Client References
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