Project Aeolus · Oracle Fusion Cloud

Scout Clean Energy
Transformation Roadmap.

A phased journey from ERP foundation to fully autonomous, AI-powered financial operations — building enterprise-grade infrastructure to match Scout's growth trajectory in renewable energy.

11
Phases Planned
2024 through 2027+
7+
Phases Complete
Live in production
1
Phase In Progress
Financial Close & Consolidation
3+
Phases Upcoming
2026 H2 through 2027
Phase 1 · The Foundation

Seven Core Modules.
One Unified Platform.

Phase 1 (Project Aeolus) deployed the full Oracle Fusion Cloud ERP suite — replacing disconnected systems with a single source of truth for all financial, procurement, and project operations. Go-live: November 2024.

📊
General Ledger
Company & org structure
Chart of accounts
Journal entry processing
Financial reporting
Paylocity payroll integration
Certify card reconciliation
🏗️
Projects (PPM)
Salesforce project initiation
CIP tracking
PO commitments by task
Real-time spend dashboards
Automated accruals
🛒
Procurement
Product catalog & requisitions
DOA-aligned workflow routing
3-way match automation
Supplier master management
Paylocity org integration
💳
Accounts Payable
OCR invoice scanning
Automated matching & approval
Landowner payment integration
Supplier relationship mgmt
Accounts Receivable
MW generation tracking
PPA-aligned invoicing
REC & settlements
Collections management
🏦
Cash Management
Wells Fargo ACH & checks
Daily auto-import
Bank reconciliation
Real-time cash dashboards
🏢
Fixed Assets
Project-to-asset conversion
Multi-book depreciation
US GAAP, IFRS & Tax books
Full asset lifecycle tracking
🔗
Managed Services
Ongoing environment support
Oracle release management
Configuration maintenance
Continuous optimization
Full Program Timeline

Every Phase. Every Milestone.

From the initial ERP foundation through AI-powered autonomous operations — a phased, deliberate build of enterprise finance infrastructure designed to scale with Scout's growth.

Deployed & Live
In Progress
Upcoming — 2026 H2
Planned — 2027+
Phase 01 2024
✓ Deployed Oracle Fusion Cloud ERP — Full Foundation

Full deployment of Oracle Fusion Cloud ERP across all core finance modules, plus managed services to maintain and evolve the environment. Includes key integrations with Paylocity (payroll/org data), Salesforce (project initiation & landowner payments), Certify (expense management), and Wells Fargo (bank feeds & payment release).

General Ledger with full chart of accounts
Accounts Payable with OCR invoice capture
Accounts Receivable with MW & PPA tracking
Cash Management with Wells Fargo integration
Projects (PPM) with CIP & budget tracking
Fixed Assets — US GAAP, IFRS & Tax books
Procurement with DOA workflow routing
Managed services & release management
Oracle FusionPaylocitySalesforceWells FargoCertifyGo-Live Nov 2024
Phase 02 2025
✓ Deployed Oracle SCM — Supplier Portal & Qualification Management

Extended the procurement platform with Oracle Supply Chain Management, giving suppliers a self-service portal for onboarding, qualification, and document management. Simultaneously deployed the Redwood UI for procurement — providing a modernized interface that improved training effectiveness across the organization.

Supplier self-service portal
Supplier qualification & onboarding management
Redwood UI for procurement
Improved user training experience
Oracle SCMSupplier PortalRedwood UI
Phase 03 2025
✓ Deployed Accruent Maintenance Connection — Automated Parts Replenishment

Integrated Accruent's Maintenance Connection platform with Oracle Procurement to automate spare parts replenishment triggered directly by service work orders. Eliminates manual procurement initiation for maintenance activities and ensures parts availability aligns with field service scheduling.

Automated procurement from maintenance work orders
Spare parts replenishment integration
Reduced manual procurement initiation
AccruentMaintenance ConnectionEAM Integration
Phase 04 2025
✓ Deployed Ontario BESS Business Unit — Brookfield Canadian Assets

Deployed a dedicated Ontario Battery Energy Storage System (BESS) business unit within Oracle to support Brookfield's Canadian asset portfolio. Established the financial entity structure, reporting hierarchies, and operational accounting configuration required for Canadian BESS operations.

Ontario BESS entity configuration
Brookfield Canadian asset accounting
Canadian regulatory & reporting alignment
Ontario BESSBrookfieldCanadian Operations
Phase 05 2025
✓ Deployed Scout Canadian Business Unit + RBC & CIBC Bank Integrations

Established Scout's own Canadian business unit in Oracle, enabling Scout to pursue Canadian projects and market opportunities with proper financial infrastructure. Simultaneously integrated with RBC and CIBC for automated EFT file transfer payments — extending Oracle's payment automation into the Canadian banking ecosystem.

Scout Canada BU configuration
Canadian project & opportunity tracking
RBC automated EFT payments
CIBC automated EFT payments
Scout CanadaRBCCIBCEFT Automation
Phase 06 2025
✓ Deployed License Renegotiation → Oracle Fusion Suite + Narrative Reporting

Executed a strategic license renegotiation with Oracle, upgrading Scout to Oracle Fusion Suite — unlocking EPM and additional modules at no incremental cost. Immediately leveraged this by deploying Oracle Narrative Reporting, streamlining financial statement preparation and significantly reducing audit preparation effort.

Fusion Suite license upgrade
EPM modules unlocked at no additional cost
Oracle Narrative Reporting deployed
Streamlined audit financial preparation
Oracle Fusion SuiteEPMNarrative ReportingLicense Optimization
Phase 07 2025–26
✓ Deployed Procore Integration — Construction Management & PO Change Events

Integrated Procore's construction management platform with Oracle to provide field teams with real-time financial visibility and enable automated PO change event initiation. Construction activity in Procore now flows directly into Oracle's financial and procurement modules, reducing manual reconciliation between field and finance.

Procore ↔ Oracle bidirectional integration
Automated PO change event initiation
Field-to-finance data synchronization
ProcoreConstruction MgmtPO Change Events
Phase 08 2026
● In Progress Financial Close & Consolidation — Complex Multi-Entity Reporting

Deploying Oracle Financial Close and Consolidation (FCCS) to manage Scout's increasingly complex multi-entity structure. This phase introduces sophisticated consolidation capabilities including alternative hierarchies, intercompany eliminations, and hierarchy-dependent elimination layers — along with Org by Period and Minority Interest by Period reporting.

Oracle FCCS deployment
Alternative hierarchy management
Intercompany elimination automation
Hierarchy-dependent elimination layers
Org by Period reporting
Minority Interest by Period reporting
Oracle FCCSConsolidationIntercompanyMinority Interest2026
Phase 08b 2026 H2
◎ Upcoming Oracle EPM Planning & Budgeting + Cash Reporting

Deploying Oracle EPM Planning and Budgeting to replace or augment current planning processes with a purpose-built enterprise planning platform. Alongside this, deploying EPM Cash Reporting to provide treasury and finance leadership with consolidated cash visibility across all entities and geographies.

Oracle EPM Planning & Budgeting
Enterprise budget management
EPM Cash Reporting
Multi-entity cash consolidation
Oracle EPMPlanningBudgetingCash Reporting2026 H2
Phase 09 2026 H2
◎ Upcoming Enhanced Salesforce Integrations — Project Initiation & Landowner Payments

Expanding the existing Salesforce-Oracle integration to achieve complete project initiation automation and a significantly enhanced landowner payments workflow — including payment confirmation flows, status tracking, and reconciliation back into Oracle's financial modules.

Complete project initiation from Salesforce
Enhanced landowner payment workflows
Payment confirmation & status tracking
Automated reconciliation back to Oracle
SalesforceLandowner PaymentsProject Initiation2026 H2
Phase 10 2027
◇ Planned Oracle AI Agents, Advanced Planning & Suite Maximization

The AI-native evolution of Scout's Oracle platform — deploying Oracle's agentic finance capabilities across AP, AR, GL, close, and planning workflows. Simultaneously targeting the elimination of duplicative third-party software through expanded Oracle Fusion Suite utilization, and advancing planning maturity with driver-based modeling and scenario analysis.

Oracle AI agent deployment across finance modules
Driver-based planning & scenario modeling
Further EPM planning enhancements
Duplicative software rationalization
Expanded Oracle Fusion Suite utilization
Autonomous close & exception management
Oracle AI AgentsDriver-Based PlanningSuite Maximization2027
Phase 11 TBD
◇ To Be Defined Future Enhancements — To Be Scoped

This phase will be defined based on Scout's strategic priorities as Phase 10 matures, market conditions evolve, and new Oracle platform capabilities emerge. FTE Consult will work with Scout leadership to identify the highest-value opportunities within the Oracle Fusion Suite ecosystem.

Scope to be determined with Scout leadership
Informed by Phase 10 outcomes and new Oracle capabilities
Aligned to Scout's strategic growth trajectory
Future StateTBD
Scout Clean Energy

Transformation Roadmap

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