Oracle Retail Consulting Implementation Approach

This presentation includes Oracle Retail Consulting's proposed implementation approach for Specialized. We based it on a mix of high-level, illustrative considerations to enable you to begin sizing the investment to move to the cloud.

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Specialized Bicycle Components

Preston Hall, Engagement Director

Oracle Retail Consulting

Oracle Software Implementation Approach

Contents

01 — Oracle Retail Consulting

02 — True Cloud Methodology

03 — Scope and Timeline

04 — Next Steps

Because moving to the

cloud is a journey.

It’s not just a software

upgrade —

it’s an organization-wide

shift in mindset, culture, and

ways to work.

Leadership and Innovation

Executive engagement throughout your Oracle Retail Cloud journey from all divisions within Oracle: Consulting, R&D, Cloud Operations, Strategy to

name a few. Your business solutions are delivered by consultants with extensive industry expertise and rigorous certification goals. We are committed to

high-quality work and rapid issue resolution. Our reputation depends on it.

Robust Methodology Specifically designed for Oracle

Cloud Applications, our True

Cloud Method helps you realize

rapid value and competitive

advantage with an established,

Shared Goals Clear alignment and collaboration

within the Oracle ecosystem

help drive your success. Oracle

Retail Consulting delivers

on Oracle’s commitment to

give you a superior ownership

experience. And because Oracle

Retail Consulting inherits

authority from our product

strategy and development teams,

we can take your implementation

forward with speed and

accountability like no one else.

Modern Best Practices We simplify your decision-

making by leveraging proven,

reusable assets, toolsets,

and integrations to streamline

deployment. Our

established accelerators and

techniques support a faster

pace without introducing risk or

sidestepping on quality.

repeatable approach delivered

through our Global Delivery

Network. With proven success

in thousands of cloud go-lives

spanning hundreds of cloud

offerings, we know how

to empower your people,

processes, and policies.

Faster Time to Value Our optimized, solution-first

approach improves ROI and

accelerates your realization

of measurable benefits. We

are closest to the team who

developed your Oracle Cloud

Applications —so we have the

best level of access to those

resources to keep your project

on the fast track.

Engaged Partner Ecosystem When we recognize that you

would benefit from expanded

services, we work

collaboratively with our vast

partner

ecosystem to bring another

service provider to the table.

You get the best of both

worlds: Oracle accountability

and technology proficiency

combined with our partners’

broad industry expertise,

functional domain knowledge,

and advisory skills.

The Oracle Retail Consulting Advantage for Specialized

Listen & Align Engage Focus Refine & Enable Go Live & Operate Optimize & Innovate

D O

IN G

• Engaging with software

• Working with us

• Learning about the market

• Attending Oracle events

• Solutioning together

• Talking with a select few

• Getting to know each other

• Staffing the team

• Workshop planning

• Aligning expectations

• Engaging business partner(s)

• Define the enterprise standard

• Accelerating

• Validate scope

• Moving into project execution

• Cloud solutions

• Developing simple, consistent, Scalable, and innovative cloud solutions

• Going live, Going live, going live…

• Moving into ongoing Cloud optimization and

innovation

• Touting their Outcomes

• Considering the next Transformation

T H

IN K

IN G

• Why cloud?

• Is implementing in the cloud different?

• How do we solve for complex business problems?

• Who has a comprehensive solution to enable our success?

• Who can be our trusted advisor?

• Who has the service capabilities we need to achieve our desired outcomes?

• Do you understand us and our needs?

• Can you help us navigate this journey?

• Do you provide a compelling value proposition?

• Were Oracle listening and can you work within our culture?

• How will it feel to deliver this program with you?

• Are we confident we’re aligned?

• How can we get moving

quickly?

• Do we have the right team?

• Will Oracle listen to and action our feedback?

• Are we gathering the right data to inform the solution?

• Will the Enterprise standard

effectively support our business needs?

• How will we deliver on-time and on-budget?

• Are we getting the right advice from our partner?

• Does our partner have our best

interests at heart?

• Are we designing for our future?

• Are we employing a culture of cloud?

• How can I learn from my cloud community?

• Has the partner effectively prepared us to Go-Live?

• Is our team ready to take the wheel?

• Is the field prepped and

ready to use the system?

• Wow, we made it. Is this really just the beginning of our cloud journey?

• Are we adopting new features

and functions?

• Are we optimizing and innovating?

• Are we achieving the outcomes we expected?

• What’s next?

Our proven True Cloud Method™ (TCM) approach is collaborative; encapsulating our commitment, candor, collaboration, client service, character, and compassion across all phases of the journey.

TCM - Transforming the customer journey

We’re here

Example Roles and responsibilities (RACI)

PROJECT COMPONENTS RESPONSIBLE ACCOUNTABLE CONSULTED INFORMED

Project Management • • • End-to-end Process Design • • • Cloud Process Design • • • Cloud Configuration • • • Legacy Data Extraction • • • Data Integration (Inbound / Outbound) • • • • Testing • • • Change Management • • • Train-the-Trainer • • • End User Training • • •

Specialized

Oracle

Responsible Completes the work effort, receives direction from Accountable party

Accountable Directs the work effort, confirms work effort meets the project obligations

Informed Receives the output of the work effort and is made aware of decisions

Consulted Provides input into the work effort

FUNCTIONAL

• Review and confirm the solution

• Build Initial configuration with sample data

• Utilize 100% delivered processes

• Validate design requirements

• Complete more refined configurations with an expanded set of sample data

• Continue to build & refine configurations with an expanded set of sample data

• Build final configuration in preparation

for validation

• Validate and finalize the solution

• Complete solution updates resulting from validation results

DATA MIGRATION

INTEGRATIONS

Live Data Migration 20%

Live Data Migration 50%

Live Data Migration 100%

Design Integrations 50%

Build Integrations 20%

Design Integrations 100%

Build Integrations 100%

View Sample Data 100%

Live Data Migration 0%

ACCELERATION TRANSPARENCY SIMPLICITY VERSATILITY EMPOWERMENT COLLABORATION INNOVATION MEASURECLOUD CULTURE TRAITS:

Validate List of Integrations 100% Design Integrations

100%

Build Integrations 90%

Our approach

Engage Go Live & Operate

PRIMARY: Oracle PRIMARY: Oracle PRIMARY: Oracle PRIMARY: Specialized

▶︎

Focus Refine & Enable

P1 P2 P3

SUPPORT: N/A SUPPORT: Specialized SUPPORT: Specialized SUPPORT: Oracle

Iterative Builds for Continuous Improvement

Oracle Retail Accelerators

O R A C L E R E T A I L C L O U D E X T E N S I O N -

C L O U D S E R V I C E

Store Hub Price Hub

Supply Chain Hub Lifecycle Planning

Retail Reference Library

Retail Reference Architecture

Cloud Extensions

• 800+ Retail Best Practices

• Level 1 through Level 3

• Best Practices Retail Reference Architecture

• Pre-Built Cloud Extensions

• Cloud Extension Framework

• Cloud Data Replication

• Cloud Data Migration Tools

Scope and Timeline

Specialized – Program Timeline

TCM: Engage

TCM: Focus

TCM: Refine & Enable

TCM: Operate

TCM: Go Live

* Assumes go-live blackout periods for Q4

Specialized FY (Feb - Jan)

2022 2023 2024 2025

Q1 Q2 Q3 Q4* Q1 Q2 Q3 Q4* Q1 Q2 Q3 Q4* Q1 Q2 Q3 Q4*

Customer Success Management

Engage

Enterprise Design

Merchandising - Foundation Pricing - Item / Pricing - Inventory Management / Stock Ledger - Sales Audit - Purchase Orders - Replenishment - Invoice Matching

Store Inventory Operations

Xstore

Customer Engagement

Track 1

Track 2

Track 3

Track 4

High Level Scope – Merchandise Foundation Cloud Service (MFCS)

w/ Pricing Cloud Service, Invoice Matching Cloud Service

Populations

Number of Locations Up to 200 Stores Up to 2 Distribution Centers (Warehouses)

Number of Items Up to ~200,000

Countries Twenty Five (25)

Languages One – English

Companies/Legal Entities One – Specialized Bicycle Components Stores

Chains One – Specialized Bicycle Components Stores

Currencies One - USD

Integrations

Up to 10 Easy Up to 50 Medium Up to 40 Complex (+/- 10)

Reports Retail Home Dashboard (User Defined)

Conversions

Up to 10 Easy Up to 15 Medium Up to 10 Complex (+/- 10)

MFCS Functionality and Processes

Process Area Sub-Processes

Foundation Data Location/Product Hierarchies, Item, Supplier, Cost Zones, Expense Profiles, Initial Price

Sales Audit Sales integration from POS. Auditing and reporting of audited sales transactions.

Inventory Management

Stock on Hand, Inventory Adjustments, Purchase Order(Merchandise Procurement), Replenishment, Transfers, Receipts, Return to Vendor, Cycle Counts, Integration with store and warehouse management system

Trade Management Import Management, Estimated and Actual Landed Cost, Partner

Cost and Deals Supplier Cost Management, Deals

Stock Ledger Weighted Average Cost, Retail Stock Ledger, Chart of Accounts

Price Management Regular, Promotion, Clearance, Integration with POS

Supply Chain Hub

Catalogue and Upload Items with a User Defined Workflow, Single View of Proposed items, Single Screen to Review Hierarchy Placement and Accept/Reject Items, Easily Configurable Validation and Enrichment, Consolidated View of Disparate Item Data Sources

Foundation Data

Organizational Hierarchy

Manage Stores

Manage Warehouses

Manage Location Lists

Manage Cost Zones

Merchandise Hierarchy

Manage Departments

Manage Suppliers

Manage Partners

Expense Profiles

Create an Item

Add Suppliers

Define Initial Prices

Manage Items

Reclassify Items

Following business capabilities are included

Inventory Management

View Inventory by Location

Create a Transfer

Manage Transfers

Create a Mass Return Transfer (MRT)

Manage Mass Return Transfers

Create a Return to Vendor (RTV)

Manage Returns to Vendor

Ship a Purchase Order

Ship a Transfer

Receive a Shipment

Reconcile Transfers and Allocations

Create an Inventory Adjustment by Item

Create an Inventory Adjustment by Location

Stock Count Overview

Schedule a Stock Count

Request a Stock Count

Manage Stock Counts

Cost and Deals Management

Create a Cost Change

Manage Cost Changes

Upload/Download Cost Changes from a Spreadsheet

Create a Deal

Manage Deals

Create a Fixed Deal

Manage Fixed Deals

Finance

Stock Ledger Overview

View Transaction Data

Create an Average Cost Adjustment

Create a Receiver Cost Adjustment

Manage Budgeted Shrink Rates

Manage Financial Administration Data

Replenishment

Stock Ledger Overview

Activate Items on Replenishment

Manage Attributes

Manage Scheduled Updates

Upload/Download Attributes from Spreadsheet

Buyer Worksheet

View Replenishment Results for Purchase

Manage Replenishment Foundation Data

High Level Scope –MFCS (Continued)

Sales Audit

Configuring Sales Audit

Manage Employees

Create Totals

Create Combined Totals

Manage Totals

Create Rules

Manage Rules

Manage Bank/Store Relationships

Following business capabilities are included

Sales Audit

Sales Audit Overview

Create a Store Day

View a Store Day

Resolve Audit Errors

Reopen a Store Day

Manage Transactions

Create a Transaction

Edit a Transaction

View Audit Trail

Manage ACH Transactions

Import Management

Create a Cost Change

Manage Import Foundation Data

Cost Components

Manage Suppliers

Manage Partners

Expense Profiles

Harmony Tarif Schedule Setup

Harmony Tarif Schedule Definition

Create a Customs Entry

Customs Entry Charges

Manage Customs Entries

Import Management

Letter of Credit Overview

Create a Letter of Credit

Add a Letter of Credit to a Purchase Order

Edit a Letter of Credit

Send Letters of Credit for Confirmation

Send Amendments

Obligations Overview

Create an Obligation

Manage Obligations

Actual Landed Cost Overview

Review Actual Landed Cost

Finalize Actual Landed Cost

High Level Scope –MFCS (Continued)

High Level Scope – Store Inventory Operations Cloud Service (SIOCS)

w/ Enterprise Inventory Cloud Service (EICS)

Populations

Number of Locations Up to 200 Stores Up to 2 Distribution Centers (Warehouses)

Number of Items Up to ~200,000

Countries Twenty Five (25)

Languages 1 - English

Companies/Legal Entities One

Chains 1 – Specialized Bicycle Components Stores

Currencies CAD

Integrations Up to 20 – Inbound Up to 10 – Outbound

Reports Retail Home Dashboard (User Defined) SIOCS Base Reporting

Conversions Up to 20 (Current Perpetual Inventory)

Supported Devices Apple iOS, Android, MS Windows 10

Single Sign On IDCS Foundation

Cloud SIOCS Functionality and Processes

Process Area Sub-Processes

Inventory Management

Enable Physically Inventory Stock Counts Execute Stock Adjustments In-Store Replenishment from Back Stock Locations

Receiving, Shipping, Transfers

Receiving: Purchase Order Receiving, DSD Receiving, Transfer Receiving & Quick Receiving Shipping: Return to Vendor (RTV), RTV Shipment, Transfer Shipment Transfers: Store to Store Transfers, Warehouse to Store Transfers, Generate Transfer Requests

Administration & User Lookups

Fully Integrated with the Oracle Retail Suite of Cloud Services to Provide Near Real Time Data Communications Between Stores, Warehouses, and Corporate Office Store Administration, Security, Attribute Definitions, Reason Code Descriptions, “Buddy Store” Definitions, Item Lookup, Supplier / Finisher Lookup, Container Lookup

Inventory Management

Enable Physically Inventory Stock Counts Execute Stock Adjustments In-Store Replenishment from Back Stock Locations

Enterprise Inventory (EICS)

Cloud Service Platform helping Track Discrete Store and Warehouse Inventory Across the Enterprise Provides System and Store Business Process Configuration Setup of Core Data Elements, Printer Configuration, Scheduling Batches, Etc. EICS Leverages a Host of API’s to Allow a Retailer to Execute Store Level Inventory Transactions

Optional Functionality

Commerce Anywhere Fulfillment of Customer Journeys, Customer Order Management: Reserve, Pick, Fulfillment & Delivery, and Reverse Pick

High Level Scope – Xstore Point of Service/Xoffice/EFTLink

POS Functionality and Assumptions

Key Functionality

• Xstore is the in-store Point of Service that offers thick client, thin clients and mobile solution.

• In-store component of the full Oracle Retail Omni-channel solution with base integrations to Order Broker, Order Management System, and Customer Engagement

• Ability to perform curbside pickup

• Pop-up store capabilities

• Manage configurations centrally through the Xoffice solution

• Xstore integration with the Oracle EFTLink insulates the registers from PCI compliance requirements.

• EFTlink simplifies PSP integrations if using one of the pre-integrated processors

• 100+ base reports available out of the box

Key Assumptions

• Data required to support the process above should be provided by the customer in a clean state and in the documented format

• One banner

• Single homogeneous hardware solution in store

• Three central environments (Oracle QA/ Customer QA/ Customer Production)

• Customer QA setup includes 2 store environments consisting of 2 registers per store.

• Post Go-Live Support will not exceed two weeks of duration

• Client will be responsible for all integration and interface work external to the Xstore solution

• Client will be responsible for all other Tester and End-User training

• Client will be responsible for all ‘Change Management’ activities

• Oracle will conduct ‘Train-the-Trainer’ for Xstore Navigation Training

Populations

Number of Mobile Platforms Up to 1 additional configuration

Countries 25 included in estimate

Languages Multiple

Companies/Legal Entities One

Chains Up to 1

Currencies Multiple

Integrations Customer responsible for creating and managing upload and download files.

Reports Base Reports Included

Conversions Support of base file loads

High Level Scope – Customer Engagement (CE)

Populations

Modules

Customer Foundation, including Segmentation Loyalty Deals and Promotions Gift Cards

Banner / Languages 1 banner / English

Segments / promotions Up to 10

Users Up to 10

CE Roles Up to 2: Marketing Planning Solution Administrator

Migration Assistance

Customers Transactions Loyalty Gift Cards

Reports Base reports

Conversions Support of base file loads

Single Sign On IDCS Foundation

Cloud CE Functionality and Assumptions

Key Functionality

• Enables a 360-degree view of customers in real-time across the enterprise

• Providers a flexible framework for capturing, organizing and analyzing customer and purchase information

• Define, analyze and target specific customer segments based upon a set of characteristics

• Delivers targeted promotional offers to responsible and profitable customer segments

• Quick reference scorecards to evaluate promotional effectiveness

• Creation and management of a variety of loyalty and stored-value programs

Key Assumptions

• Data required to support the process above should be provided by the customer in a clean state and in the documented format

• There will be two cloud environments configured – UAT and Production

• Integration with Xstore Point-of-Service is included

• Post Go-Live Support will not exceed two weeks of duration

• Client will be responsible for all integration and interface work external to the CE solution

• Client will be responsible for all other Tester and End-User training

• Client will be responsible for all ‘Change Management’ activities

• Oracle will conduct ‘Train-the-Trainer’ for functional and administrative functions

Assumptions

Many factors will affect the ultimate cost of the project, and while we have documented what we believe to be the most

important ones, not all of our estimating assumptions, your responsibilities, exclusions are detailed below.

1. All project Deliverables will be created using standard Oracle TCM templates and formats. All project documentation, presentations and project communication will be in English.

2. You are willing and able to modify Your business practices as necessary and as contemplated by the parties herein to comply with the standard functionality in the Oracle Cloud applications.

3. Configuration of the Cloud Applications will be limited to functionality available in the product at the time of deployment and the scope defined above will be delivered.

4. Specialized will be responsible for data extraction, cleansing, mapping and translating to the format specified by Oracle, including 3rd party applications. Oracle will provide Specialized with data conversion templates and assist with the mapping.

5. We have assumed an Enterprise Design where we will design a solution for global operations with an initial implementation and build for worldwide operations.

6. Training and OCM cost is not included in this estimate.

7. Specialized is using either the retail or cost method of accounting.

8. No extensions are estimated, assuming base application and capabilities.

9. No additional reporting (outside of base MFCS) is estimated in this effort.

10. Only one version of WMS is included for integration purposes. Customer may have multiple instances of same WMS version across multiple DC’s, if applicable.

11. The implementation services will be limited to your Specialized Bicycle Components brand. Any future brands or channels may be assessed through the change control process.

12. There is a common hierarchy and business processes for all Your retail and wholesale channels, if applicable.

13. All workshops and break out sessions are planned to be executed from Monday-Thursday, for up to twenty (20) of Your employees and will have a maximum duration of four (4) hours. Changes to this plan must be agreed by both parties.

14. A project roles assignment (responsible, accountable, collaborate, and inform “RACI”) will be mutually agreed upon in the Engage phase of the project.

15. Specialized will provide a designated executive who will be available to promptly review issues and make timely decisions.

16. The project will be completed in accordance with a timeline mutually agreed by the parties.

One Oracle

Working with Oracle Consulting provides access to all of Oracle—

product development, support, and education—to enable lifecycle

customer and partner success.

• Elevated customer experience built to deliver success

• Best-in-industry expertise with 100% certified delivery resources

• Unmatched connection to product development and support

• Proven TCM delivery methodology

• Oracle University and other integrated cloud learning and training programs

• Increased accountability with shared risk and outcome-based models

• Knowledge to unlock innovation with Oracle Cloud’s technology, including AI, ML, blockchain, and IOT

• Open to partnering with other SIs to provide best value and team to customer

Milestone & Outcome Based Fees

Services Financing

Fixed Fee or Time & Material

Partner & Sub Contractor Management

As part of One Oracle, Oracle Consulting provides flexible

commercial models aimed at addressing our customers’

unique preferences and financial considerations.

Next steps

Thank you for the opportunity to present this implementation

approach. We based it on a mix of high-level, illustrative

considerations to enable you to begin sizing the investment to

move to the cloud. In order to finalize a budgetary estimate or

services contract, we recommend the following next steps:

• Implementation Workshop

• Project Manager

• Business Consultant / Application Consultant

• Preliminary Data Requirements / Mapping Session

• Technical Consultants

We look forward to working with you.

Thank you

Preston Hall Engagement Director Oracle Retail Consulting

469.534.8955 Preston.Hall@Oracle.com

Oracle Retail Consulting Implementation Approach

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