SAP Best Practices Prepackaged Industry & Cross-Industry Know-How. Jumpstart your Implementations with SAP Best Practices

Transcription

1 SAP Best Practices Prepackaged Industry & Cross-Industry Know-How Jumpstart your Implementations with SAP Best Practices

2 Agenda 1.SAP Best Practices Overview 2.Implementation Approach 3.Tools 4.SAP Best Practices for CRM 5.Success and Summary

3 Introduction to SAP Best Practices SAP Best Practices are packages that provide preconfigured business processes and project accelerators to streamline customer implementations. Adjustments within project Adjustments within project SAP Best Practices Standard System Traditional project Standard System With SAP Best Practices 2011 SAP AG. All rights reserved. 3

4 What makes SAP Best Practices Best? SAP and partner experiences contribute to enhancing SAP Best Practices Over 35 years of experience, design, and input from companies of all sizes Over 36 SAP Partners contribute to direct development focused on efficiency and validity Over 40,000 implementations 2011 SAP AG. All rights reserved. 4

5 SAP Best Practices are used for a variety of projects Microvertical SAP Business All-in-One SAP Best Practices packages provide a solid foundation for rapid development of microvertical solutions Prototype / Proof of concept Quickly preview and understand SAP applications and processes Reference System Quickly set up and accelerate blueprinting and solution scope definition Starting Point Meet an average of 30% to 80% of midsize company requirements Add additional requirements as needed throughout the project Subsidiary Rollout Accelerate rollout of SAP to subsidiaries in different regions or industries 2011 SAP AG. All rights reserved. 5

6 SAP Best Practices enabling small & midsize enterprises as a key element of SAP Business All-in-One Industry Solutions Partners Single Business Application covering small business fundamentals Complete, Adaptable on-demand business solution Configurable and Extensible on-premise business solution with deep industry best practices Accelerated by SAP Best Practices 2011 SAP AG. All rights reserved. 6

7 What s Included: SAP Best Practices deliver documentation and preconfiguration Complete documentation and preconfiguration are included in every SAP Best Practices package Contents include: Documentation Scenario overviews Business process documentation Quick Guide for prerequisites and guided activation of settings Configuration Guide Training material Preconfiguration Preconfiguration settings Sample master data Configuration documentation Automation tools Print forms User roles to leverage new SAP NetWeaver Business client Documentation Download Business documentation, technical documentation, documentation templates, and conversion forms Technical Download Configuration settings Automation tools Refined Print Forms and Reports provided in an SAP Add-On Note: Some SAP Best Practices are delivered as a documentation download only, refer to the Quick Guide document for more details 2011 SAP AG. All rights reserved. 7

8 Agenda 1.SAP Best Practices Overview 2.Implementation Approach 3.Tools 4.SAP Best Practices for CRM 5.Success and Summary

9 Using SAP Best Practices involves five basic steps 1. Review & Download Review SAP Best Practices documentation and scenario scope to select the appropriate deployment scenarios on the SAP Help Portal, then download your selected package 2. Install Install SAP applications and required notes 3. Activate Upload and activate the preconfigured scenarios or manually configure the system, review or test the scenarios using the Business Process Documentation 4. Refine Identify and add other requirements on top of SAP Best Practices preconfigured scenarios 5. Adapt & Enhance Adapt and enhance the system to meet customer or microvertical requirements 2011 SAP AG. All rights reserved. 9

10 Turn SAP Best Practices into a Live System SAP Best Practices Add-On Activate all scenarios Prototype Identify required scope Pick and choose scenarios Train the project team Understand the business flow Activate selected scenarios DEV QAS PROD SAP Best Practices are the foundation for the entire duration of your implementation project 2011 SAP AG. All rights reserved. 10

11 Agenda 1.SAP Best Practices Overview 2.Implementation Approach 3.Tools 4.SAP Best Practices for CRM 5.Success and Summary

12 IMPLEMENT - Solution Builder Simplified path to activate SAP Best Practices SCOPE ADAPT ACTIVATE Graphical scenario selection Standard scope templates delivered by SAP Best Practices Easy enhancements with further templates Graphical adaptation of enterprise structure Personalization of master data Automated installation of selected scenarios with personalized data Improved performance and usability 2011 SAP AG. All rights reserved. 12

13 Solution Builder Components + basic functionality Solution Builder Solution Builder Manages different solution or package scopes Graphical scoping engine Organizational structure composer and personalization Application area editor + assignment Implementation Assistant Manages and monitors implementation of a solution/package (scenario based), access to logs Building block assignment, maintenance of information on scenario level/scenario edit view (e.g. pricing parameters) Building Block Builder Creation of building blocks Insertion of different task types for implementation activities Maintenance of installation data 2011 SAP AG. All rights reserved. 13

14 Agenda 1.SAP Best Practices Overview 2.Implementation Approach 3.Tools 4.SAP Best Practices for CRM 5.Success and Summary

15 SAP Best Practices for CRM: Features Large Company Midsize Company Scenario scope suited for SMB market (business requirements and system landscape) Focus Small Company Telesales Inbound Inbound Lead Management Activity Management Telesales Outbound Campaign Management Extended Sales Order Processing Generic scenarios that can be easily combined into complex solutions Internet Sales B2C Outbound Lead Management Opportunity Management Internet Sales B2B Building block approach for modular usage of CRM components Flexibility Channels Enhanced CRM Core Core Support phase oriented CRM deployment BP Baseline BP Industry Integration SAP CRM BP CRM SAP BW SAP ERP Preconfigured integration with other versions of SAP Best Practices Integration with other SAP Business Suite solutions 2011 SAP AG. All rights reserved. 15

16 SAP Best Practices for CRM: Content Scope (1) Scenario list MARKETING SCENARIOS Lean Campaign Management Lead Management Interaction Center Marketing SALES SCENARIOS Account & Contact Management Activity Management Opportunity Management Territory Management Integrated ERP Order and Quotation Management Pipeline Performance Management Interaction Center Sales SERVICE SCENARIOS Service Order Management Complaints and Returns Management IC Service Order Management IC Service Request Management ANALYTICS SCENARIOS Reporting for Marketing, Sales, and Service Scenarios via SAP BW or CRM Interactive Reporting 2011 SAP AG. All rights reserved. 16

17 SAP Best Practices for CRM: Content Scope (2) Further Deliverables UI CONFIGURATION Preconfigured roles for CRM WebClient adapted to the BP CRM scenario scope REPORTING ERP INTEGRATION Master and transaction data integration between SAP ERP and SAP CRM tailored to BP CRM scenario scope Basic UI integration between ERP NetWeaver Business Client and CRM WebClient Simplified customer intelligence reporting without SAP BW 2011 SAP AG. All rights reserved. 17

18 SAP Best Practices for CRM: Building Blocks (1) Layer 0 Building Blocks BB Name BB Name C00 SAP Best Practices Installation C01 CRM Organizational Model B01 CRM Generation C02 CRM Organizational Model Standalone C71 CRM Connectivity C14 CRM Organizational Model for Mkt C72 CRM Connectivity Standalone C15 CRM Organizational Model for Sales C73 CRM Misc Connectivity C16 CRM Organizational Model for Service C04 C05 C07 CRM WebClient User Interface CRM WebClient UI for Marketing CRM WebClient UI for Sales B17 C18 C03 CRM Organizational Model for IC Sales CRM Organizational Model for IC Serv. CRM Master Data Replication C08 CRM WebClient UI for Service C10 CRM Central Master Data C4H CRM WebClient UI for IC C09 CRM Central Master Data Standalone B09 CRM Customizing Replication C20 CRM Trans. Types - Basic Settings Fundamental BBs Mandatory for all scenarios 2011 SAP AG. All rights reserved. 18

19 SAP Best Practices for CRM: Building Blocks (2) Layer 1 Building Blocks BB Name BB Name C1A CRM Marketing Attributes C3H CRM Service Process with ERP Int. C1B CRM Target Groups C3I CRM Service Process Standalone C23 CRM Basic Sales C3J CRM Service Contract C2A CRM Product Proposals C3O CRM Service Resource Planning C3A CRM Installed Base C4A CRM IC - Basic Settings C3B C3C C3E CRM Service Products CRM Service Products Standalone CRM Warranty C4B C4G C41 CRM IC - Settings CRM IC - Interactive Scripting CRM Interactive Reporting C3F CRM Qualifications C3G CRM EI - Software Agent Framework C3L CRM EI - Solution Database Cross-scenario BBs Mandatory only for specific scenario groups or optional 2011 SAP AG. All rights reserved. 19

20 SAP Best Practices for CRM: Building Blocks (3) Layer 2 Building Blocks BB Name BB Name C22 CRM Lean Campaign Management C3N CRM Service Billing Standalone C1C CRM Marketing Calendar C28 CRM Complaints C1D CRM External List Management C4C CRM IC - Marketing C37 CRM Lead Management C4D CRM IC - Sales C31 CRM Activity Management C4E CRM IC - Service C36 C32 C34 CRM Account and Contact Mgmt. CRM Opportunity Management CRM Integr. ERP Order and Quot. Mgt. C4F C35 C29 CRM IC - Service Order Management CRM IC - Service Request Management CRM IC - Knowledge Articles C06 CRM Territory Management C3K CRM Service Document Printout C3M CRM Service Billing with ERP Integr. Scenario-specific BBs - mandatory for only one specific scenario 2011 SAP AG. All rights reserved. 20

21 Pre-configured WebClient UI The following WebClient UI elements are pre-configured to the SAP Best Practices scenario scope: Navigation Bar 5 Quick Create Link Work Center Work Center Link Group Logical Links SAP AG. All rights reserved. 21

22 Pre-Configured Business Roles for CRM WebClient UI Marketing Marketing Manager Marketing Employee IC Manager IC Agent Marketing Sales Sales Manager Sales Employee IC Manager IC Agent Sales Service Service Manager Service Employee Service Technician IC Manager IC Agent Service 2011 SAP AG. All rights reserved. 22

23 SAP Best Practices for CRM V1.701 Integration Topics SAP CRM <-> SAP ERP ERP Scenario CRM SAP Best Practices for CRM Deliverables Quotation and order processing takes place exclusively in SAP ERP, e.g. ERP quotation/sales order from CRM Interaction Center ERP quotation based on CRM opportunity ERP quotation/sales order creation directly from CRM WebClient UI with limited functionality No exchange of sales documents between SAP ERP and SAP CRM Organizational Model 2 variants for organizational model integrated supported: Only integration with ERP SD sales area No integration in case of standalone CRM Flexbility according to specific customer requirements Master Data Customizing User Interface System Landscape Master data objects exchanged between SAP ERP and SAP CRM: Accounts, contacts Products Conditions (basic price) Recommendations for integration: leading systems, number ranges, etc. Integration between SAP ERP NWBC and SAP CRM WebClient ERP NWBC CRM WebClient Rendering of complete CRM WebClient in NWBC Entry level: CRM activity, e.g. Lead CRM WebClient ERP NWBC ERP SAP GUI transaction running in CRM WebClient frame Entry level: ERP transaction Configuration support for connectivity between SAP ERP and SAP CRM 2011 SAP AG. All rights reserved. 23

24 Agenda 1.SAP Best Practices Overview 2.Implementation Approach 3.Tools 4.SAP Best Practices for CRM 5.Success and Summary

25 PT Nippon Indosari selects SAP Best Practices Based Package QUICK FACTS PT Nippon Indosari Corpindo Location: Bekasi, Indonesia Industry: CPG Products and Services: Baked Goods Employees: 760 Web Site: SAP Solutions and Services: SAP Business All in One, SAP Best Practices Partner: Metrodata e-bisnis The benefits in terms of lowering costs, increasing revenues and IT strategy we reap from SAP will be significant and bring Nippon Indosari to a new level of success Challenges and Opportunities Business Process integration and efficiency Management reporting Database centralized Objectives Streamline business processes and increase productivity Make the business more transparent Develop a system that can scale with the company Implementation Highlights Implementation was completed in 20 weeks Why SAP Strong references with similar projects and SAP s reputation in the consumer goods industry SAP offers the rich functionality that can address the full range of business processes Benefits Pre-configured solution made the implementation faster Full integration of supply chain and use of a full range of logical and analytical capabilities Information is accurate, reliable and available in real-time Enabled more analytics for decision making Alex Honki Project Manager PT Nippon Indosari Corp SAP AG. All rights reserved. 25

26 WEG China selects SAP Best Practices Based Package QUICK FACTS WEG China Location: Nantong, China Industry: IM&C Products and Services: Motors Employees: 600 Web Site: SAP Solutions and Services: SAP ERP, SAP Best Practices Partner: hartung:consult We would never have expected that it is possible to implement a full scale SAP solution in such a short time. Fernando Lima Project Manager WEG Nantong Challenges and Opportunities Users were not using any ERP solution prior to SAP Very short implementation period Objectives Rapid SAP Implementation Provide all business departments with an integrated application Use best industry practices Implementation Highlights Implementation completed in 3 months Why SAP Market expertise Availability of a SAP Best Practice package Company s headquarter is implementing SAP Benefits The SAP Best Practices package enabled the customer to have a prototype within a very short time. Only minor modifications were necessary to complete the system configuration SAP AG. All rights reserved. 26

27 Cereal Comércio selects SAP Best Practices Based Package QUICK FACTS Cereal Comércio Location: Rio Verde-GO, Brazil Industry: Consumer products, Mill products Products and Services: Soy and Derivates, Warehouse services Revenue: US$100 million Employees: 100 Web Site: SAP Solutions and Services: SAP Business All-In-One, SAP Best Practices Partner: Inove Soluções The SAP Best Practices based solution has proven to be the fastest way to address our business issues. The project challenge of going from Zero to Live in less than 8 weeks was completed by our Partner, Inove Soluções with excellent results. Challenges and Opportunities Transparency of the business cash flow Financial controls and reporting Inventor control, production control and associated costs Objectives Achieve operational excellence Improve operational efficiency Reduce cost and improve productivity Better reporting and analytics Implementation Highlights Full implementation in less than 8 weeks Total initial cost below US$ 200K More than 90% SAP Best Practice Baseline Brasil used out of the box Why SAP Proven, robust enterprise resource planning (ERP) Support to quickly deploy business operations and processes Benefits The implementation has provided Cereal Comercio with total control of purchasing, inventory, production, sales and finance SAP solution supports every stage of manufacturing and distribution processes from goods receipt through production, to the completion of the sales process. Cash flow in addition to the standard cash flow feature in SAP, Cereal has developed the inventory/cash flow, a new way to asses the impact of goods movement in relation to the financial timeline. Evaristo Jr. CEO Cereal Comerico 2011 SAP AG. All rights reserved. 27

28 Mikro+Polo d.o.o. selects SAP Best Practices Based Package QUICK FACTS Mikro+Polo d.o.o. Location: Maribor, Slovenia Industry: Wholesale Products and Services: engineering, medicine and calibration laboratory products Revenue: 10.3 million Employees: 70 Web Site: SAP Solutions and Services: SAP Business All-In-One solution, SAP Best Practices package Partner: itelligence d.o.o. We chose itelligence s itwholesale solution because we were determined to get an information system that will support and automate our business processes to the highest level possible. SAP was chosen based on that, due to the outstanding references and for being the system of choice of our most important customers and suppliers. Challenges and Opportunities Lack of executive visibility Financial controls and reporting Accessibility of the right data at a given moment Objectives Improve operational efficiency Improve customer relationships Respond rapidly to changing business requirements Implementation Highlights Full scope implementation completed in 23 weeks Use of implementation tools Accelerated system and user documentation Expedited customer learning Reduced the number of consulting days required Why SAP Industry specific best practices built-in Proven, robust enterprise resource planning (ERP) Ability to tailor the final solution to growing or changing business needs Support for localized/country specific business practices Benefits Centralized data management and reporting Fully-integrated business system Marko Podgornik Managing director Mikro+Polo d.o.o SAP AG. All rights reserved. 28

29 Customer Success - Med-Health Companies Rapid deployment within 10 weeks using SAP Best Practices-based SAP Business All-in-One solution Selected industry best practices, that could scale to meet future needs Med-Health Companies, a leading medical products distributor, adopted SAP All-in-One solution implemented by Ki Solutions Rapid deployment within 10 weeks with very limited staff to sustain operations Med-Health, needed to ramp their systems with extensive functionality tailored for Pharmaceutical and Wholesale Distribution Management, to go-live with their web based distribution business for medical supplies SAP All-in-One solution based on SAP Best Practices with industry standard infrastructure helped establish credibility with customers and partners 2011 SAP AG. All rights reserved. 29

30 Customer Success - Polyglass Cost-effective deployment for midsize company using SAP Best Practices-based SAP Business All-in-One solution Laying a foundation for future innovations that will follow Andy Hastings, COO, USA POLYGLASS, a leading manufacturer of modified bitumen roofing, implemented SAP All-in-One partner solution EDGE TM from Technology Solutions Company (TSC) Polyglass was looking to apply for ISO certification and was interested in a solution that would address the detailed documentation and business process procedure requirements. SAP All-in-One was the only solution that could deliver these requirements on time and within budget. Cost-effective deployment time-line met expectations Extensive documentation of business process and procedures to support ISO certification 2011 SAP AG. All rights reserved. 30

31 Worldwide studies have proven the value of SAP Best Practices Implementation Acceleration: Average implementation time was 4.2 months for over 20 sample projects in US and Latin America in Reduce consulting and customer project resources by an average of 50%. Reduce total implementation time by an average of 32%. Meeting customer needs: On average, deliver a 72% match to customer requirements 1 Without SAP Best Practices, the project would have been more complex. The overall project was speedier. 2 1 Results of a SAP survey among customers who incorporated SAP Best Practices in their implementation projects. ERP SCM, SRM CRM/BI PLM IT SCM, SRM ERP PLM IT CRM/BI Time Reduction (person hours) Cost Reduction ( in 1000 Euros) n = 51 Median 3345 Arithmetic Mean A 2004 study of SAP Best Practices by Ludwigshafen University of Applied Sciences 2011 SAP AG. All rights reserved. 31

32 SAP Best Practices Foundation for your success in the midmarket Packages Tailored to Meet Midmarket Needs Sound foundation for preconfigured, ready-to-use business scenarios based on SAP s deep industry experience Rapid Implementation and Reduced Costs Tools, content, and methodology to reduce costs compared to traditional approaches Prepackaged Business Expertise Reusable documentation and configuration which can be adapted to specific needs Create or Extend Your Business Solutions Use the fully documented implementation procedure including the automation and personalization tools as the basis to create your own SAP Business All-in-One solution Build a Working Prototype Have a working, fully-documented prototype in only a few days right out of the box Improve Project Performance and Customer Understanding Use SAP Best Practices as an integrated tool for evaluation, training, and implementation 2011 SAP AG. All rights reserved. 32

33 Where to Find More Details SAP Public Website SAP Business All-in-One SAP Best Practices SAP Service Marketplace Partnes and Customers only SAP Business All-in-One SAP Best Practices SAP Best Practices Portfolio Availability SAP Help Portal - Public SAP Best Practices SAP AG. All rights reserved. 33

34 Thank you! SAP Best Practices SAP AG 2011 SAP AG. All rights reserved. 34

35 2011 SAP AG. All rights reserved No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iseries, pseries, xseries, zseries, eserver, z/vm, z/os, i5/os, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, ianywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. 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. SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence. The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages SAP AG. All rights reserved. 35