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Playbook: EBS to Fusion migration partner scorecard

A weighted scorecard and contract checklist for shortlisting an EBS to Fusion Cloud ERP migration partner.

  1. List the in-scope EBS modules, customisations, integrations and reports before inviting proposals.
  2. Ask each partner for its approach: full reimplementation, phased with EBS and Fusion side by side, or phased by entity.
  3. Score partners on Fusion delivery, EBS knowledge, data migration (FBDI mock loads), Oracle Integration, testing and quarterly update support.
  4. Check partner status in Oracle Partner Finder and ask for named leads with relevant certifications.
  5. Look for red flags: no mock loads, vague test exit criteria, heavy customisation by default, no hypercare plan.
  6. Write the contract checklist: scope, number of mock loads, test exit criteria, named leads, hypercare and ownership of deliverables.