Supporting SAP business processes with ECM. SAP Extended ECM by OpenText

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1 Supporting SAP business processes with ECM SAP Extended ECM by OpenText

2 SAP and OpenText 20 Years of Partnership SAP Portal Content SAP Portal Site SAP Travel Receipts SAP Document Presentment SAP Employee File SAP Digital Asset SAP Extended ECM SAP Invoice Co-innovation CMIS interface SAP Archiving & Document Access 2007 Co-development of DoD certified Records OpenText acquires IXOS First ISV Powered by SAP NetWeaver SAP CRM co-development 1997 SAP ITS co-development (Internet Transaction Server) 1992 SAP ArchiveLink co-development, IXOS-ARCHIVE for SAP R/3

3 Data Ancient Ruins Archaeology Cliffs Sunny Sand Beach Central America

4 Context and Content

5 Connecting Content with Processes Business Value Processes Drive the Work Content Provides the Context

6 The Importance of Business Documents Context discussing and explaining the WHY Triggering processes Helping users understand and guide them Exchange and Collaboration with non-sap users Compliance with regulations

7 Put ECM in Business Context Enterprise Content Deep Integration with SAP Business Processes specific ECM + ECM Business Suite = Document Collaboration & Social Media Capture Workflow Content Access Records Archiving Workspaces natively extend SAP processes with ECM Deep connection with SAP data, structures, roles and permissions Seamless integration with various SAP UIs SAP and ECM always in-sync ECM for Project ECM for Production ECM for Procurement ECM for Quality ECM for Plant Maintenance ECM for CRM ECM for Key Benefits: Improve Business Process Efficiency by Connecting Content to Process Improve Regulatory Compliance by Managing Content Through Its Lifecycle

8 Extended ECM Content-Enables Numerous Processes across the Enterprise Project (E&C, R&D, etc.) 3rd Party Collaboration IP & Knowledge Mgmt. Supplier Information Contract Sourcing Strategies Order Enterprise Asset Mgmt. Distribution / Logistics Product Lifecycle Mgmt. Quality Brand Asset Collateral Campaign Account Contract Customer Communications Multi-channel Customer Service Case Planning / Product Development Procurement Production & Operation Sales & Marketing Customer Service Human Resources Finance IT Legal Employee File Talent Sourcing & Acquisition Reward & Retain HR Record Retention Policy Vendor Invoice Expense Reimbursement Collections Dispute Customer Invoicing Archive Data And Content Consolidate ECM Systems Paper Archive Elimination Legacy Decommissioning Information Retention Enterprise Records Automated Compliance ediscovery Contract

9 Typical Content-related Business Processes Is Extended ECM for my business? 1. What are the Business Processes that most rely on documents? 2. Are documents created / managed outside of SAP that are part of the overall process? 3. Are people involved in the process that are working outside of SAP or in different organizations? 4. What documents needs to be preserved as corporate records? A few content-centric process examples Quality Project/ Engagement Logistics/ Transportation Customer Service Supplier / Procurement Records Construction Plant Maintenance Knowledge Correspondence

10 OpenText Extended ECM for SAP Solutions Content Access to retrieve content associated with SAP object from multiple user interfaces, inside and outside of SAP Improve business process efficiency Document for version control, access rights Avoid versioning issues, manage access right Capture paper and documents Automate paper-intensive processes with scanning SAP Business Process Platform Collaboration workspaces for internal and external teams Efficiencies from real-time collaboration and social workplaces Content-centric Workflow for document approval and routing Visibility and control of content approvals Records for enterprise content retention Reduce compliance and litigation risk Archive of SAP data and unstructured content Reduce IT costs by archiving data Any content can be associated with any SAP business object, using out of box integrations

11 OpenText Extended ECM Connecting Users and Content, Inside and Outside of SAP SAP User Non-SAP User Content and Data inside SAP Content outside SAP

12 Content Workspaces The Concept of Content Workspaces Content-Enriched Business Processes Roles Data SAP Business Object Content Transactions Events Relations Business Object Roles & Policies Meta Data Customer ABC ID 4711 Date Status Prospect Owner Meier Collaboration Folder Structures Folder 1 Folder 2 Sub Folder 1 Sub Folder 2 Sub Folder A Sub Folder B Folder 3 Workflows Documents Content Lifecycle

13 OpenText Extended ECM Connecting Users and Content, Inside and Outside of SAP SAP User Non-SAP User Workspace

14 Ubiquitous Content Access in preferred Environment * Add-Ons sold separately SAP GUI and SAP NW BC SAP Extended ECM (Web UI) MS Windows Explorer Workspace SAP CRM und SAP SRM MS Outlook und MS Office SAP NetWeaver Portal Mobile Devices * MS SharePoint *

15 SAP Extended ECM by OpenText Industry and Processes Experience

16 ECM Solutions by OpenText support key processes in Engineering & Construction Plan & Develop Acquire & Procure Build Operate Service Dispose Bid Folder Design & Engineering Project Workspace Opportunity & Bid Knowledge & Idea Project Supplier File Equipment Documentation Engineering Document Transmittal Customer File Sub-contractor, Supplier & Materials Workforce & Equipment Expansion and Dismantling Projects Contract Claims Change Correspondenc e Invoice Real Estate Operations of Change Facility Folder Equipment Failure Analysis Asset Documentation Asset Operations & Maintenance Shutdown Turnaround SAP Invoice Records Case Employee File Legacy System Retirement Archiving Secure Collaboration Finance 5-8% Legal HR IT Operation

17 Joint Customers in Engineering & Construction - EMEA

18 ECM Solution Extensions by OpenText support key business processes in Consumer Products Analyze, Plan & Develop Produce & Manufacture Market Sell Deliver & Service Strategic Planning Plant Maintenance Documentation Manufacturing Plant New Product Development & Introduction Demand & Supply Planning Responsive Replenishment Strategic Purchasing and Sourcing PLM Folder Quality Mgmt Documents Supplier Folder Order Entry Project Workspace Logistic Partner Folder Order to Cash Direct Store Delivery Customer Self Service Account Accounts Receivable Product Info Portal Customer Service Customer File Digital Asset Legal Compliance Brand Trade Promotion Inbound & Outbound Logistics Promotion Workspace Traceability & Environmental Compliance Logistics Documents Customer Correspondence EHS Documents SAP Invoice Records Employee File Mgmt Contract Data Archiving Enterprise Asset Mgmt. Finance 5-8% Legal HR Procurement IT Operation Support

19 Consumer Products Joint Customers EMEA Food Beverage

20 Consumer Products Joint Customers EMEA Home & Personal Care Consumer Durables & Home Appliances Apparel & Footware

21 ECM Solution Extensions by OpenText support key business processes in Public Sector Public Infrastructure Safety and Security Social and Welfare Services Taxes, Revenue and Subsidies Capital Project Asset Construction Maintenance Mgmt Supplier Folder Property Mgmt Records Mgmt Asset Documentation Compliance Mgmt Prevention First Responder Resource Investigative Case Mgmt Footage, Evidence Inspections Case Mgmt Employee File Mgmt Contact File Application Social Case Mgmt Citizen Services Citizen File Data Archiving Correspondence Handling Project Case Mgmt Billing, Fees, Taxes Compliant Documentation Grants and Subsidies Procurement 5-8% Legal HCM IT Budget

22 Joint Customers Public Sector EMEA in Local Government

23 Joint Customers Public Sector EMEA in Central Government

24 Improving Enterprise Asset with ECM Example in Transportation: NBMB Belgium Railways (BE) Increase Agility The benefit of this integration is that you save time finding the right documents, you reduce the cost of manipulating these documents, and you have an accuracy of the information related to specific and critical business processes within your company. Stephane Haelterman, Project Manager at Belgian Railways Agility to meet evolving customer demands. Compliance with demands for traceability, conformity, and safety certificates. Improve Efficiency All documents integrated to business processes and accessible from multiple user interfaces for operators, technicians, and engineers Reduce Costs Progressive paper cost reduction strategy estimated EUR 3 million annual savings.

25 Why OpenText Extended ECM for SAP Solutions? OpenText is the market leader in ECM and is SAP s strategic partner for ECM solutions Extended ECM offers a productized embedding of ECM in SAP business objects (SAP ERP, CRM, SRM, PLM, PPM, ) Access to all business-relevant information via preferred user interface (SAP GUI, SAP Portal, Web GUI, Client, MS Office, MS Windows) Low implementation risk, lower upgrade efforts and TCO by native integration between SAP and Open Text with joint product development and roadmap planning future proof! Only ECM solution in the market premium-qualified, supported, maintained, and sold by SAP itself

26 A Strategic Partnership: SAP and OpenText Why the partnership matters to you Long-term SAP roadmap for OpenText products Product tested against 17 rigorous architectural standards SAP offers support and maintenance Dedicated product teams on each side (SAP and OpenText) Committed co-development efforts, with numerous new product initiatives underway Deep technology integration of ECM into SAP at the ABAP layer History of success

27 Thank You Q&A

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