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COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
Guillaume HattSenior Program Manager, Corporate Business TransformationDate: [Jun 17th, 2015]
Alcatel-LucentGoing paperless_Enforcing global regulations while adding value to the Organisation
SAP Networked Economy ForumJune 17-18
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
2
AGENDA Fiscal & Legal Paperless – A Worldwide Topic1. Alcatel-Lucent
A worldwide presence 2. A paperless company
Internal and external opportunities 3. Fiscal & Legal Paperless
A worldwide concern
4. The Alcatel-Lucent answerA unique worldwide and multi-services platform
5. Leverage this to add value to the organisation6. Alcatel-Lucent Achievements
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
Alcatel-Lucent: a worldwide presence
4COPYRIGHT © 2015 ALCATEL-LUCENT. TOUS DROITS RÉSERVÉS
« Un chose est sûre : dans un monde ultra-connecté et tourné vers le cloud, les réseaux deviennent la carte de visite qui donne accès au marché, et qui révèle aux clients la rapidité d’une entreprise, sa flexibilité et sa fiabilité. Il est fascinant de travailler dans un secteur où le changement est permanent, et de diriger une entreprise qui invente, développe et déploie les réseaux de demain, créés avec la convergence des technologies IP, de l’accès très haut débit et du cloud.
Ce qu’il faut retenir, c’est qu’Alcatel-Lucent connaît les réseaux mieux que quiconque dans ce secteur. C’est notre raison d’être et le cœur de notre activité.
À chaque succès son réseau. »
Michel Combes, directeur général
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
5
Qui sommes-nous ?
Notre mission
Notre vision
Spécialiste des réseaux IP, de l’accès très haut débit et du cloud, nous inventons et construisons les réseaux innovants de demain.
Nous inventons et construisons des réseaux de confiance, qui libèrent votre valeur.
Les réseaux constituent les fondations d’un monde ultra-connecté. Pour Alcatel-Lucent, ils doivent être flexibles, performants, sécurisés et fiables, afin de contribuer à réaliser le potentiel de croissance de chacun de nos clients.
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
6
53 000salariésfin 2013
16, 6 %du revenu net
2014 dédiés à la R&D
Plus de 250
universitéspartenaires
Plus de 3 000
brevets en201420 000
ingénieurs
DJSI 2012, 2013 et 2014
« Industry group leader » dans la
catégorie Technologie
Dans le classement TR
des 100 entreprises les plus innovantes2011, 2012, 2013, 2014
8Prix Nobel
4,7 %de marge
d’exploitation ajustée en
2014
13,2 Mds €de revenus en 2014
Plus de 33 000
brevets actifs
Alcatel-Lucent en quelques chiffres
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
7
Nos clients à travers le monde
Amérique du Nord Asie-
PacifiqueAISAsia Pacific TelecomAxiata Australia Minister for DefenceBharti BSNLChina MobileChina TelecomChina UnicomChorusCHTFETIndosatKordiaKorea TelecomLG UplusMaxisNBNNextgen GroupNTT
Europe, Moyen-Orient, AfriqueAT&T
Bell CanadaBig RiverBolt Fiber OpticC SpireCenturyLink Comcast Cox CommunicationsCricketCrossnTelosPioneer CellularPVT SaskTel Shaw CommunicationsShentelSprintTELUS Time Warner CableTranstelco UPMCUS CellularVerizonVermont Telephone West Central WirelessWOW! Business
Liberty GlobalLiquid TelecomMaroc TelecomMobilyMTNNumergyOnoOoredooOrangeOsnovoPortugal TelecomProximusPT LuxembourgRATP GroupRostelecomSFRSistemaSkySmileSomtelSTC
STIBSurflineSwisscomTDCTele 2Telecom EgyptTelecom ItaliaTelefonicaTelekom SrbijaTelenorTeliaSoneraTelkom SATurk TelecomUcomVimpelcomVirgin MediaVodafoneWindYooMeeZainZiggo
A1 Telekom AustriaAlgeria TelecomAINMT Airtel-BhartiAveaBelgacomBezeqBhartiBouygues TelecomBTDeutsche TelekomDuEircomEtisalatFastwebGlobacomGo MaltaHotIce.netImmarsatKPN
Amérique centrale et du Sud America MovilAntelAlestraCanTVCNTC&WLazusMillicomOiSetarTelecomTelefonicaTelevisaTim BrazilUNE EPM
OoredooOptusRJILRio TintoSingtelSK GroupSoftbank Symphony CommunicationSparkTATATelekom Malaysia TelkomselTelesisTelkom IndonesiaTelstra ToTTranspowerTrueVNPTXL Axiata
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
ALU Information SystemIS @ ALU• SAP ECC6
• 65 different countries (represented by local units) are currently deployed & customized
• One instance• One Integration layer
• WebMethod • Connecting huge amount of
applications• Migration ongoing
• Multiple Technologies• Various technologies per business
area• SAP• Primavera• Microsoft• Salesforce.com• ….
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
A paperless company Internal and external opportunities
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Going paperlessExternal opportunitiesAn increasing pressure• From our Customers
• Several Legal & Fiscal archives of our Paperless Fiscal Billing Documents
• Pressure from Procure to Pay Business processes of Our Customers
• From governments• Implement electronic
communication flows through several Fiscal and Financial regulations.
• Brazil SPED• Mexico• Argentina• Uruguay• Turkey
• Directive 2010/45/EU which makes the electronic invoice equal to the paper invoice
2014• Ecuador• Venezuela• Peru• Chile
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
11
Going paperlessInternal opportunitiesAn increasing demand• From Alcatel-Lucent Procurement to
implement Fiscal Paperless Invoices on top of electronic exchanges with our Suppliers
• IS Urbanization and Green IT • Data archiving• comply with local Fiscal & legal
regulation• Convergence toward Green IT
• New needs• Fiscal documents (Tax declarations,
Customs declarations, Transport, …)• eDocuments management along the
internal Business Process
• Willingness to consolidate and rationalize the different solutions implemented throughout Europe and worldwide.
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Going paperless On the Cloud ?
SaaS & Cloud based solution vs. ALU Requirements• Verticals
• Simple documents archiving
• Certification & Service Level Agreement requirements
• Data protection capacities
• Data store location capacities
• SaaS & Cloud based solution Operation footprint
• End-to-end Business Process oriented
• Record Management Oriented
• Certification & Service Level Agreement requirements.
• ALU Legal & Contractual responsibilities.
• Data store location capacities in regard of the local regulations.
• Alcatel-Lucent Operations and presence in over 130 countries, 4 main regions in the world.
NEW Study tbd
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
Fiscal & Legal paperless,A worldwide concern
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Fiscal & legal requirementsHeterogeneity4 Main Regions, 4 main Orientations• Europe (ECC & Europe)
• Council directive 2010/45/EU into force on Jan 1st 2013
• EU member states alignment on-going
• North America SOX regulation• Enforcing through its mandatory
processes the equivalent requirements as the Paperless European regulation
• Digital Original Proof stamp NOT required
• South America• High level requirements closed to
European ones with strong local specificities
• Invoices real time transmission to government
• Asie Pacifique• Anglo-saxon inspiration or none
Economic
Efficiency
Control
Control
Taxes &
Corruption
Taxes &
Corruption
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Fiscal & legal requirements Common aspects4 Main Regions, 4 main Orientations
You must be able at any time to manage the followings:
Flow• To prove you have sent or received the document
Content• To be compliant with the Countries Legal & Fiscal requirements• To be compliant with the Company Record Management Rules
Document• To provide the original content of the document• To provide it in a human readable format
Safe Archiving & Storage• To store safely the document during a legal period• To provide access to this document during the legal period
You must PROVE you have achieved each of these conditions, over the period of time.
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
The Alcatel-Lucent answer A unique worldwide and multi-services platform
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Heterogeneity based on type of documents
Criteria \ Type of Documents
Financial & legal docs
Commercial & Technical docs
Operational Finance & Supply Chain docs
Integrity management YES YES YES
Proof of Integrity YES NO YESAuthenticity Mngt YES YES YES
Proof of Authenticity YES NO YES
Confidentiality YES YES NOLegal Archiving YES NO YESThese entries are the results of the Fiscal & Legal regulation AND Company Record Management Rules
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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A strategic orientation for Alcatel-LucentAn internal versatile Platform• Decision:
• An internal platform• Benchmark numerous market key actors
• Requirements: reliable, efficient, robust, maintainable
• A Service Oriented Architecture • Bringing an abstract layer to work with
several Record Management Platforms • Allowing to re-use generic services with
complex implementation• Allowing to customize specificity per
Country, per Customer
• Business Process Manager• Allowing to orchestrate properly the
activities between the different layers, services and the users
• A 2 in 1 platform• A Document Management Platform with
Archiving features• Electronic Safe
Innovation
Best in
Class
Define &
Adopt a
NEW
Strategy
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Fiscal paperless documents platform
Intégrité Original certification
Stockage
MessagesLog
Disponibilité longue durée
Safe storage & Archive
Flow
Document
Content
Fiscal Legal
Mul
tipl
e fo
rmat
s
Historiquelog
PartnersLog
Non – Litigation List
Cycle de vieCompagnie
Formatlisible
Accès
Integration &
Inte
grat
ion
of t
he F
unct
iona
l Mod
ules
Integrity
Stockage Long termAvailability
History/log
Enterprise Life Cycle
ReadableFormat
Access
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Adding Value to the internal OrganisationInternal opportunitiesA consequence of Alcatel-Lucent transformation : PrOM• Close to Customer
• Documents are in the countries, with huge geographical disparity
• Principal : a Central function
• Local units (Fronting) buy to Principal
• Principal in France = Legal & Fiscal protection
• Shared Services Centers Strategy
• The need for an End-to-End vision for Customers Orders management
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Going paperlessInternal opportunities
ORIGIN
ALS
ORIGIN
ALS
ORIGIN
ALSORIG
INALS
ORIGIN
ALS
ORIGIN
ALSORIG
INALS
ORIGIN
ALS
ORIGIN
ALS
ALU-I
Auditors
eDMS
Electronicsafe
22 | Operational Model Deployment | March 2011
ALLIANCE
B2B MessagingModule
AllianceFE
CommercialProjectManagement
Customer
OM
CPO
BOQ
CPO change
CDR
eDMSMeta data links & flow management
Document Management
TO-BE implementation : Customer ordering & Execution documents example
Blue Planet
case B2B/EDI CPO & CPO change
Contract
Frame agreement
Contractchange
Letter of Intention (LoI)
Down paymentinvoice
Progressinvoice
CSOCSO
URLs
URLsURLs
OM
OD
EDC
Shippinginvoice
FreightForwarder
Shipmentto Customer
Certificateof Origin (CoO)
Bank
Bonds
Letter of Credit
Bank
OM
Certificateof receipt
1,2,3
1
Acceptanceforms
Customerdeliverynote
23
URLs
OM
CustomsTranslator
Customs duties
All documents translatedinto Customer language
Salesinvoice
Retentionrequest(cash request)
URLs
Meta data definition :• Unique identification of a document• Data Base of requests (keywords) for search needs• Description of functional links between documents
Electronicsafe
IHSinvoices
IUCRinvoices
Sourcing PO
Supplier
SupplierInvoice
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Adding Value to the internal Organisationuse of xECM to integrate with SAP O2C the Doc managementInclude the electronic document management in the operational Process• Respect of the operational process
• Wherever is the physical document• Wherever / Whenever is the team
member (SSC, others)
• Complete integration with other NON SAP tools
• Alliance (.Net)• Manual upload
• Automated Record Management
• Allow an End-to-End vision for Customers Orders documents
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Expected benefitsAn internal versatile Platform• Business
• Scalability• Pro-active behavior toward our Partners• Additional Competitive Advantages for
Contracts negotiations• Improved Cash Flow and Credit
Management situation• Complete inbound and outbound flow
visibility• Reinforce Business Responsibilities on
Documents Management (Ownership of the Business Processes, Error handling, …)
• Legal & Fiscal• Enforced alignment with Legal & Fiscal
regulations• Worldwide / Local
• IT• One Platform ensures to collect the
benefits from the Economies of scale • Easier and more efficient deployment• Additional features are easily deployed
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Risks mitigation and Risks reduction
An internal versatile Platform• Business
• Litigation with partners, (customers or suppliers) even based on current contracts
• Legal & fiscal• Non respect of local Commercial &
Fiscal laws• Penalties in case of altered content
• IT• Multiplicity of Paperless platform
driven by Partners requirements, local legislation, local initiatives, …
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
Alcatel-Lucent : Our Results
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Return on InvestmentEfficiency• Business
• Fiscal regulation & rules compliance
• A capacity to serve our Customers• Over SIX million documents / yrs
• Financial• A Turn around of 7 to 9 months for
the Customer projects• Costs of Invoices and Litigation
management reduced by 3 to 6 €uros per Invoice
• Overdues reduction by 25 to 50 %• Paper archiving costs reduction by
an average 25 %
• Operational• 300 people regain 8% of their time
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Alcatel-Lucent services
The implemented Services enable the Platform to answers several mix of Requirements Service 1 Document Management Service 2 Doc Management for Legal purposes Service 3 Electronic signatures (Generic or particular) Service 4 Multiple Business protocol support (EDI, AS2, # XML, …) Service 5 Complex Business Modeling Service 6 Monitoring Service 7 Printing Service 8 Email distribution
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
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Addressed needs by Alcatel-LucentThe implemented Services enable the Platform to answer several mix of Requirements Scenario 1 Sending the signed original document, non-structured (PDF-A
…) Scenario 2 Traditional Business-to-Business with our Customers Scenario 3 Sending the signed original document as a structured
message (XML, ..) Scenario 4 Parallel sending of the signed original document non-
structured & sending the structured message to allow the data integration (Agreement on a Customer basis)
Scenario 5 Sending the original document , structured message (EDI, XML,…)
Scenario 6 Legalize documents with Governments Scenario 7 Archive automatically documents into specified Workspaces
and link with the operational users’ tool Scenario 8 Apply Automatically the proper Record Management Rules to
the archived document
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
30
Alcatel-Lucent achievementsSeveral different achievementsItaly2009
Substitutive Conservation = replace paper archives by digital ones. Customer invoices, fiscal declarations, Accounting. Signed PDF in the Electronic safe.
Brazil2009-11-12-14
eNota Fiscal, complex messaging choreography . Specific Governmental format signed (XML, structured) in the Electronic safe. (400 000 documents a year)
Poland2010
Fiscal paperless Billing documents with Customer. Signed XML (structured) in the Electronic safe. (60 M€ revenues)
France2010-11
Fiscal paperless Billing documents with Customer. Signed XML (structured) in the Electronic safe ; signed PDF (non-structured) in the Electronic safe along with Audit Trail.
Argentina2011-12
Billing documents legalization. Specific Governmental format signed (XML, structured) in the Electronic safe. (1500 invoices/month)
Supplier Invoices2011
Supplier invoices in PDF along with attachments. Link with the Supplier Invoice Management solution based upon Readsoft Cockpit, integrated with the ERP. Compliant with the EMEA Business Controls & EDI Fiscal Paperless.
Mexico2009-2013
Billing documents legalization. Specific Governmental format signed (XML, structured) in the Electronic safe. (75 M€ revenues per year, 3500 invoices/month)
Inter Units invoices2013
Fiscal paperless Billing documents between ALU units21 Legal units in 15 countries on 6th May (around 400 000 Invoices / year). Signed PDF (non-structured) in the Electronic safe along with Audit Trail
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
31
Alcatel-Lucent achievements & Next StepsNext stepsOrder to Cash documents management2013-2014
The order to Cash documents are managed into an electronic Document Management solution, integrated with the Orders to Cash collection tools.
Electronic Safe = Signed PDF (5 millions documents/year)
Uruguay2014
Billing documents legalization. Specific Governmental format signed (XML, structured) in the Electronic safe.(27 M€ revenues, 2000 invoices / year)
Turkey2014-2015
Billing documents legalization. Specific Governmental format signed (XML, structured) in the Electronic safe (180 M€ revenues, 2000 invoices / year)
Ecuador2014-2015
Billing, Tax & Logistic documents legalization. Customers & Vendors. Specific Governmental format signed (XML, structured) in the Electronic safe.(45 M€ revenues, 4000 docs/ year)
Chili2014-2015
Billing documents legalization. Customers & Vendors. Specific Governmental format signed (XML, structured) in the Electronic safe (55 M€ revenues, 5000 docs / year)
Peru2014-2015
Billing documents legalization. Customers & Vendors. Specific Governmental format signed (XML, structured) in the Electronic safe
Europe Public AdministrationCALA
ALCATEL-LUCENT — PROPRIETARY AND CONFIDENTIALCOPYRIGHT © 2015 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
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New Challenges
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
33
A new orientation to Adapt at Cost and In Time
1. Rely on a Partner which already operates and participates with Countries.
2. Rely on a Partner which manages the specifities and ALU the generic ones.
3. Make sure we are ON Time with controlled costs.
Project objectivesCurrent situation
• Internal Solution
• Increased number of countries and obligations
• Loss of • knowledge • Increased /
uncontrolled costs• Delays
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION
Guillaume Hatt• Function
• Senior Program Manager• Team
• Business Transformation • Company
• Alcatel-Lucent• email
• [email protected]• tel
• +33615270306