A Firsthand Look at the Usability and User Productivity Improvements of SAP CRM Web UI Toros Aledjian SAP Global Design and UX Senior Product Manager

Transcription

1 Orange County Convention Center Orlando, Florida June 3-5, 2014 A Firsthand Look at the Usability and User Productivity Improvements of SAP CRM Web UI Toros Aledjian SAP Global Design and UX Senior Product Manager

2 Legal disclaimer The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation 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 s willful misconduct or gross negligence. 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.

3 SAP 360 Customer

4 SAP 360 Customer Engage Customers like never before with SAP 360 Customer 1. The right insight at the right time 2. Anytime and anywhere 3. Specific to your industry 4. Integrated across your enterprise 5. With an experience that drives results 6. Internal and external social collaboration 7. Covering all interaction channels 8. Rich analytics incl. predictive and social 9. In the cloud, on premise or hybrid 10. Powered by SAP HANA

5 SAP 360 Customer Solution Portfolio at a Glance

6 SAP Product Strategy 1. INNOVATE IN CLOUD across Marketing, Sales, Service, Commerce, Social & Mobile 2. LEVERAGE ON-PREMISE with hybrid solutions, private cloud, and end-to-end integration 3. TURN INSIGHT INTO ACTION with predictive analytics powered by HANA 4. VERTICALIZE to differentiate in key industries

7 Innovate in Cloud Beautiful UX, Mobile First, Social Everywhere, Persona-Based, Predictive Analytics, Pre-Integrated

8 The SAP User Experience Strategy* * **

9 User Experience - Fiori as strategic Direction Highly visual, interactive user interaction paradigm Mobile-first approach Role-based, responsive, simple, coherent micro apps Visual, UI & Technology Harmonization with Fiori 2.0 Consistent experience across Cloud and On- Premise solutions

10 Fiori CRM Apps for Sales Representatives Target Group Focus is the role of the Sales Representative selling high value products and services Scope Customers and Contacts Leads and Opportunities Tasks and Appointments Collaboration, Documents and Notes Sales Pipeline Simulation and Performance Management Operational Sales Analysis: Accounts with open Activities; Top Opportunities, Lead Origin / Qualification / Status; Sales Performance Analysis YTD / YOY Analysis Key Benefits New simplified user interface for CRM leveraging FIORI concepts One user interface across all business suite applications Responsive Design: One User interface for all devices (e.g. Phone, Tablet, Desktop) Mobile solution (online) Embedded analytics by leveraging SAP Hana Live Content (i.e. Virtual Data Models)

11 SAP Road Map for WebClient UI Framework Key themes, capabilities and Delivered Significant search improvements Additional usability features (e.g. Dashboards, Tagging, Sharing, Favorites) Improvement of table usability Extended UI configuration capabilities UI extensions via Rapid Applications and Mash-ups Improvements for Application Enhancement Tool Usability enhancements and round offs of existing usability features (e.g. table enhancements, Multi-layer BOL* extensibility Incorporation of customer feedback Round Offs in UI Configuration tool (e.g. splitter, search ) AET as stand alone tool Context Menu for the Nav. L-Shape when collapsed Adoption of Corbu theme Enablement of SAP Visual Enterprise viewer integration Support of Safari on ipad Button configuration for overview pages Performance improvement on BOL queries SAP GUI integration into WebClient Overlay control for hover previews and bulletin boards Icon-only navigation bar Improved table personalization Multi-level personalization Support of new browser version (e.g. Chrome) Categorization for saved searches Improved maintenance of saved searches Connection of result list layout to saved search Smart Search: Type Ahead (CRM 7.0 EhP1 & EhP2) (CRM 7.0 EhP3) (CRM 7.0 EhP3) Today Today Today This is the current state of planning and may be changed by SAP at any time.

12 SAP Road Map for WebClient UI Framework Key themes, capabilities and planned innovations Data Browser Timeouts Home Page Tray General Configuration and resizing Navigating vertically placed fields in search page Mass Tagging of Object from Results List Extended mobile platform support Support of UI theme designer HTML5 Islands HTML5 implementation of table graphics feature Integration of read access logging Text repository for BOL entities Multi file upload via drag and drop Focused investment based on consolidated customer feedback Improved UI Configuration and personalization Usage of HTML5 for graphical features Enhancements in User Experience: Look & Feel Innovative Interaction / Navigation pattern for generic functionality Planned Innovation Future Direction This is the current state of planning and may be changed by SAP at any time.

13 SAP Influence Programs How can I impact SAP developments? Impact of Customer Connections on WEBCUIF development 2013: 8 new features delivered 2014: 10 improvement requests in process and scheduled for end of Q2

14 Customer Engagement Initiative Web UI Future Innovations - Delivered Context Menu for the Nav. L-Shape when collapsed Navbar opens/closes on hover Minimize and maximize direct link groups Browser Scrolling on touch screens(multi Tablet Device Support) : General browser scrolling issues Main WEBCUIF Tablet Support Note Using WebCUIF on an Apple ipad tablet running Safari Using WebCUIF on an Android tablet running Chrome Using WebCUIF on a Microsoft Surface RT tablet running IE10 Central Edit of OVP : Improvement requests: Central Edit Button, One hit display Main Browser Note Main WEBCUIF Browser Support Note New Corbu Skin (avail EhP2 SP07) CORBU@CRM: Development of a new skin NavBar Icons L-shape( navigation bar ) icons not visible Manual steps for note

15 Customer Engagement Initiative Web UI Future Innovations - Delivered Configuration for buttons in OVP WEBCUIF: Button Configuration for Overview Pages Tagging F4 Help Extend Tag Cloud search help in order to search for all existing tags Read-Only Cells in Planning Table KFP Flex Table: font color of the read only cells Recent Items Configuration Improvement of Recent Items functionality Sorting and Filtering in Trees Sorting and Filtering of Trees Dev Automated Test Support for Flex Table Flex Planning Table: Test Automation Support Enhancement of Statistical Records by Triggering Action Enhanced STAD monitoring capabilities from CRM Applications Right Hemisphere Integration Visual Enterprise Viewer integration Global Personalization Settings Enabling system wide personalization

16 Customer Engagement Initiative Web UI Future Innovations - Delivered Enhanced Sorting of Table Filter List Sort filter list in table header. Enhanced Table Personalization (Side notes: , ) Table Personalization enhancements features Creation of Overlay Tag WEBCUIF: Introduction of thtmlbx:overlay tag Integration of Bulletin Board WEBCUIF: Enhancements to overlay tag Open AB after Goto Navigation GoTo Menu to automatically open the ABs if necessary Performance Improvement on BOL queries Performance improvement BOL/GENIL queries Cookbook for Navigation through Search Result OVP WebClient : Navigate result list from Overview Page Overlay Preview for Tagging Functionality Preview for Tags in Tag Clouds

17 Customer Engagement Initiative Web UI Future Innovations - Delivered Last Used Request in Transport Request Popup CRM UI: Offer the last chosen transport request in CTS popup Browser Cache Buster (CSS Note: ) JS files are not updated automatically in browser cache CSS files are not updated automatically in browser cache after the installation of a note Keeping Position of Splitter Tag NOTE TBD Improved Maintenance of Saved Searches (Categorization of Saved Searches) Enhancing Saved Searches with Categories Enhanced Smart Value Help: NOTE TBD Saving the Result layout with the Save Search Share the Result Layout with a Saved Search Share the Result Layout with a Saved Search. EHP3 05; EHP2 13; EHP1 13; SAP GUI Integration into Web Client NOTE TBD

18 Customer Engagement Initiative Web UI Future Innovations - Planned Data Browser Timeouts - in process Home Page Tray General Configuration and resizing - in process Mass Tagging of Object from Results List - In Process Navigating vertically placed fields in advanced search page Smart Value Help for the advance search Done Smart Value Help enhanced by BOL search - Planned Keyboard support for UI actions( buttons ) - Planned Multi column Sorting - Planned Integration Into Read Access Logging - To log the read access to sensitive data Almost Done HTML5 Islands Same concept as Flash Islands for SAPUI5 and HTML5 based application - In Process DnD on File Upload - Ability to drag and drop files on a defined drop zone - In Process New Front-End Rich Text Editor (replacing the BTF) IE 11 standard support Default search criteria Custom Logo per Business Roles Integration with the Theme Designer Almost Done Cancel button for long lasting Search queries PAM

19 New Corbu Skin

20 NavBar Icons

21 Button Configuration

22 Tagging F4 Help

23 FOLLOW US

24 THANK YOU THANK YOU FOR PARTICIPATING Please provide feedback on this session by completing a short survey via the event mobile application. SESSION CODE: #### For ongoing education on this area of focus, visit Contact Info: Toros Aledjian Global Design Senior Product Manager Dietmar-Hopp-Allee Walldorf, Germany T. +49 (6227) M. +49 (1514)