OBJECTIVES

ORACLE OBJECTIVES

Add value to the sales experience by analysing and immersing themselves within customer operation and so that the we can thoroughly understand the business, the challenges, the opportunities and the drivers.

• Engage customer to obtain details about problem, decision criteria, and time frame
• Qualification to progress
• Help Customer to evaluate and determine Oracle as the best vendor to help with their business problem

FBGBU OBJECTIVES

• Validate that the qualification is correct and this is a viable opportunity
• Identify the Key Stakeholders, Coaches, Anti-Sponsors and Sponsors
• Add value and removal of obstacles – real or perceived
• Engage with the FBGBU Discovery Methodology to improve quality of process through to Customer Success
• Provide a ‘foot-in-the-door’ at Discovery for Consulting Sales and EMM to articulate proposition
• Standardised business analysis outputs at this stage so that it can add value and benefit subsequent stages

PROCESS FLOW

Below describes the typical process flows including references to documents or actions that may need to be completed to support this phase:

• Research gathered from all available forms; digital channels (online/social media), on site visits, interviews or RFx documents if applicable
• Discovery outputs that feed into the Solution Playbook (see 'Output Checklist' for more info)
• Solution Engineering and Consulting review discovery materials and the Process Mapping complete
• Engage with Consulting Sales and EMM team where applicable
• Initiate the process to engage with the ROI Tool where applicable
• Account Plan Updated identifying all Red Flags, SWOT, Barriers to Win and a Strategic Plan
• Validate the qualification of the opportunity - Go / No Go Decision

GLOSSARY OF TERMS

Acronym:	Type:	Definition:
EMM	Resource	Enterprise Menu Management
RFx	Document	Request For x (Request for Information or Proposal)
ROI	Document	Return On Investment
SWOT	Document	Strengths, Weaknesses, Opportunities, and Threats
SE	Resource	Solution Engineer
XLOB	Acronym	Cross (X) Line Of Business

DISCOVERY PHASE RACI

A RACI matrix as illustrated below will be used for each phase to help us define roles and responsibilities in every step of the FB180 process so everyone knows who's doing what.

This ensures standards in our approach whilst providing confidence and assurance to our customers!

R:	Responsible:	The person who performs an activity or does the work within the phase.
A:	Accountable	The person who is ultimately accountable and has Yes/No/Veto. Speaks on behalf of the customer and has ultimate authority
C:	Consulted:	The person that needs to feedback and contribute to the activity. Contributes to the phase by attending engagement meetings/communications as well as providing guidance and support.
I:	Informed:	The person that needs to know of the decision or action. Informed and aware of customer requirements and what has been delivered to support or provide assistance in subsequent stages