CEI Document Management in S/4 Initial Call

Transcription

1 CEI Document Management in S/4 Initial Call, SAP Labs India Dec 2015

2 Disclaimer The information in this document is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This document is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. 2

3 Agenda Duration Topic Participants 5 min Welcome and Introduction 15 min Scope of Interaction Model Benefits & Efforts for customers 30 min Innovation done so far in Document Management System and Future Scope 10 min Overall Project Plan/planned activities including timelines 5 min Prerequisites for participation (NDA/Feedback Agreement, ) 10 min Wrap-up, feedback & next steps 15 min Q&A All 3

4 Agenda Duration Topic Participants 5 min Welcome and Introduction 15 min Scope of Interaction Model Benefits & Efforts for customers 30 min Innovation done so far in Document Management System and Future Scope 10 min Overall Project Plan/planned activities including timelines 5 min Prerequisites for participation (NDA/Feedback Agreement, ) 10 min Wrap-up, feedback & next steps 15 min Q&A All 4

5 What we offer - Levels of Engagement In Detail Review Info Up to three customers Activities SAP would like to visit you Detailed discussions Support for implementation project by developers on site Up to seven customers Activities Calls / Workshops in Walldorf Interviews Request for Feedback For everyone who would like to participate Activities Learn about status, provide feedback Ca. once every four to five months 5

6 What we expect efforts at customer side In Detail Review Info Activities Regular calls once a month will require preparation Willingness to be visited by us Willingness to invest time to prepare our visit, to give detailed feedback and comment on progress Activities Willingness to invest time for calls and their preparation ca. once every three months Willingness to travel to Walldorf for workshop (we can t cover your travel costs) and invest time for preparing the workshop and if required for follow-up discussions Activities Willingness to invest time for Calls and their preparation 6

7 Benefits for the customer in engaging with SAP during product development lifecycle Primary benefits Gain early insights into SAP s product visions / ideas / research projects Provide requirements and feedback directly to the product team Gain early insights into potential later products through evaluation of early prototypes before they are implemented Establish a direct line of communication to the product development organization Be amongst the first to take new functionality into production Ancillary benefits Opportunity to share ideas, solutions and best practices within an ecosystem of similar SAP customers and partners Have the opportunity to expand your professional network by participating in a community of business experts and end-users who share similar interests 7

8 Agenda Duration Topic Participants 5 min Welcome and Introduction 15 min Scope of Interaction Model Benefits & Efforts for customers 30 min Innovation done so far in Document Management System and Future Scope 10 min Overall Project Plan/planned activities including timelines 5 min Prerequisites for participation (NDA/Feedback Agreement, ) 10 min Wrap-up, feedback & next steps 15 min Q&A All 8

9 Improvement Requests Overview DMS CC # IRs submitted by DMS customers qualified IRs + # IRs handed-over from PLM Recipe # rejected IRs (due to lack of customer subscriptions) 66 - # rejected IRs out-of-scope = # qualified IRs (5 or more subscriptions) Thereof (recommendation): #IRs already exists 2 improvement already existing Planned for develpment # IRs to be scoped (planned for development) 22 Rejected - prioritization # IRs to be rejected (overview of reasons see in chart on the right) # IRs to be handed over (IR will be tracked within SAP but outside of Connection) 32 0 Rejected - Violating design rules Rejected - exceeding size & effort Rejected - others 9

10 Improvement Requests Overview DMS CC # IRs submitted by customers 118 # of qualified IRs - # rejected IRs (due to lack of customer subscriptions) - # out of scope IRs (already communicated) = # qualified IRs (5 or more subscriptions) Thereof (recommendation): # IRs already delivered 18 # IRs to be scoped (planned for development) 23 # IRs pending 6 # IRs to be rejected (overview of reasons see in chart on the right) # IRs to be handed over (IR will be tracked within SAP but outside of Connection) 25 0 Already delivered Planned for development pending Rejected - prioritization Rejected - exceeding size/effort Rejected - no fit in product strategy Rejected - violating design rules Rejected - others 10

11 Document Management in S/4 HANA Recent Innovation SAP DMS SAP HCP Document Services Attachment Services Mobile Document Integration CMIS SAP On-Premise 11

12 Attachment Service : Attachment Component 12

13 Working with Mobile Documents Users can create new folders in DMS using the create new folder option in Mobile Documents. 13

14 Working with Mobile Documents The document properties are visible for each document. 14

15 Working with Mobile Documents The classification information of the document are available as properties. 15

16 Working with Mobile Documents Search on DMS documents possible via the Search option. Users can do a free text search on Document properties like Document number, Type, Description, user, classification. 16

17 Document Management in S/4 Future Plans Simplification of DMS in S/4 HANA Role based User Experience for DMS FIORI UI for CV01, CV02, CV03 transactions Relook transaction based access and provide access environment based on user needs. Simplify Design/Concepts Relook on existing features/customizing which are not used by customers and remove them. Simplify design where possible and add value Analytical use Cases based on CDS views 17

18 Agenda Duration Topic Participants 5 min Welcome and Introduction 15 min Scope of Interaction Model Benefits & Efforts for customers 30 min Innovation done so far in Document Management System and Future Scope 10 min Overall Project Plan/planned activities including timelines 5 min Prerequisites for participation (NDA/Feedback Agreement, ) 10 min Wrap-up, feedback & next steps 15 min Q&A All 18

19 Planning 2015 Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov 2016 Level of Engagement Initial Call All On Site Visits In Detail Call / Workshop Feedback Review Info Calls Info today 19

20 Rough time investment estimation on customer s side for selected activities* (I) Activity Who is involved at customer s side Estimated time investment Site Visit Interview Workshop (at SAP location) Use case validation (at customer s site) One person as contact for SAP team to support identification of end user(s), setup agenda and logistics, internal selling at customer s side Line of business expert(s): should be available for meeting on business processes and wrap-up session IT expert(s): should be available for meeting on business processes and wrap-up session End user(s): should be available for interview and observation in their work environment One person as contact for SAP team to support identification of end user(s), setup agenda and logistics, internal selling at customer s side End user(s): should be available for a 1 hour session (via telephone, webex, etc.) Line of business expert: should be available for a 1 hour session (via telephone, webex, etc.) One person as contact for SAP team to support identification of end user(s), setup agenda and logistics, internal selling at customer s side, prepare travel Workshop participants: line of business expert(s), end user(s), IT One person as contact for SAP team to setup validation session and logistics, internal selling at customer s side Line of business expert(s): should be available for meeting on business processes and wrap-up session IT expert(s): should be available for meeting on business processes and wrap-up session Validation session: end user(s) + line of business expert(s) to discuss use cases 2 days preparation, 0,5 day wrap-up communication meeting time: 4 hours / person meeting time: 4 hours / person 4 hours / person 1 day preparation and wrap-up communication 1 hour / per interview 1 hour / per interview 2 days preparation and wrapup communication Travel time + 8 hours workshop time per participant 1 day preparation, 0,5 day wrap-up communication meeting time: 2 hours per person meeting time: 2 hours / person 2 hours / person * Other variations (e. g. remote / on-site) / activities are possible. Only some of the most commonly used activities are listed here. 20

21 Who will be involved SAP Solution Management Engineering Product Owner Developer Business User (Business Process Expert) User from IT department Other User Type (Developer / Project Lead) Setup can vary dependent on level of engagement 21

22 Business User (Business Process Expert) Scenarios / Business Processes in focus: Working for Managing Document, Document Structures, Sharing Documents. Years of experience the user has in the requested role: Professional level, i.e. roughly 2+ years of experience Software experience the user has to have: Experiences with a tool supporting Engineering Content Management - not necessarily one provided by SAP. Other requirements: Responsible for managing enterprise content. 22

23 User from IT department Scenarios / Business Processes in focus: Setting up ECM environment that is storage server, access to various document type, recovering document etc. Years of experience the user has in the requested role: Professional level, i.e. roughly 2+ years of experience Software experience the user has to have: Experience with configuring ECM tool for various LoBs i.e. procurement, EAM, Project Management, Engineering etc. Other requirements: Good knowledge of ECM configuration, integration with other systems, sharing of documents. 23

24 Developer / Project Lead Scenarios / Business Processes in focus: User involved in projects related to DMS in various area like EAM, Project System etc. Years of experience the user has in the requested role: Professional level, i.e. roughly 2+ years of experience Software experience the user has to have: Experiences in working with development and customizing tools. Other requirements: Experiences with development and / or SAP implementation projects. 24

25 Agenda Duration Topic Participants 5 min Welcome and Introduction 15 min Scope of Interaction Model Benefits & Efforts for customers 30 min Innovation done so far in Document Management System and Future Scope 10 min Overall Project Plan/planned activities including timelines 5 min Prerequisites for participation (NDA/Feedback Agreement, ) 10 min Wrap-up, feedback & next steps 15 min Q&A All 25

26 Why do we need a Feedback Agreement? The Feedback Agreement describes the principles of the working relationship with all involved parties. The most important ones are: Intellectual Property (IP): s want to influence SAP software (maybe even services). s want to see their feedback/ideas in SAP software. For being able to actually incorporate such feedback in our software, SAP needs the right to do so. That's why SAP needs a royalty free license. SAP does not want the Intellectual property on the feedback/ideas. This remains with the customers, such that customers could use that IP to create own solutions or even products. Section 6 of the Feedback Agreement says that very clearly. Non-disclosure: All information and feedback exchanged needs to be treated as confidential, needs to stay within the group. This is true for information SAP discloses as well as info customers disclose to SAP or to each other. In many cases we share either immature planning or internal information, that needs to be treated confidential. This is being handled in the feedback agreement section. Commitment: In many cases we discuss software to be built or shipped in 1-2 years time. Sometimes (when we discuss research topics) even longer. As you never know what the future will bring, SAP needs to have the ability to change plans. 26

27 Agenda Duration Topic Participants 5 min Welcome and Introduction 15 min Scope of Interaction Model Benefits & Efforts for customers 30 min Innovation done so far in Document Management System and Future Scope 10 min Overall Project Plan/planned activities including timelines 5 min Prerequisites for participation (NDA/Feedback Agreement, ) 10 min Wrap-up, feedback & next steps 15 min Q&A All 27

28 Next Steps Up to us Up to us Send minutes Select customers depending on your feedback Send invitations for next calls / workshops 28

29 Next Steps Up to you Up to you Send an to containing the following: Commit that you would like to participate Name the Level of Engagement you are interested in Slides 5 and 6 Which of the profiles could you fulfill (by including other colleagues) Slides 25 to 27? Which Business Scenario uses DMS in your company? What are your main issues with managing documents as of today? Do you have a partner solution as well along with DMS to manage documents Do you have cloud/sharing scenarios 29

30 Agenda Duration Topic Participants 5 min Welcome and Introduction 15 min Scope of Interaction Model Benefits & Efforts for customers 30 min Innovation done so far in Document Management System and Future Scope 10 min Overall Project Plan/planned activities including timelines 5 min Prerequisites for participation (NDA/Feedback Agreement, ) 10 min Wrap-up, feedback & next steps 15 min Q&A All 30

31 Questions? 31

32 Thank you Contact information: Product Manager