SAP Master Data Governance for Enterprise Asset Management. Dean Fitt Solution Manager, Asset Management Solutions, SAP SE Stavanger, 21 October 2015

Transcription

1 SAP Master Data Governance for Enterprise Asset Management Dean Fitt Solution Manager, Asset Management Solutions, SAP SE Stavanger, 21 October 2015

2 What I ll Cover SAP solutions for Asset Information Management SAP Info Steward to Manage Asset Data Quality SAP Master Data Governance EAM Extension Summary Questions 2015 SAP SE or an SAP affiliate company. All rights reserved. Mastering SAP Plant Maintenance Customer

3 Enterprise Asset Management master data challenges Delayed transition from build to run/operate phase Without accurate asset data, transition from build to operational phase can be delayed, affecting profitability and customer satisfaction Increased health/safety risks and lower productivity Due to omissions and inaccuracies in asset data, MRO work is delayed, decreasing uptime, increasing health/safety risks and reducing productivity Decreased profitability Plants in asset-intensive industries must run at optimum capacity to be profitable. Poor quality of asset data leads to missing parts or poor maintenance, affecting uptime 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 3

4 Business Drivers for Asset Master Data Governance Capital Projects Ineffective capital project information handover can add up to 1% to total capital project costs. ($1M additional cost on a $100M construction project). Shutdowns / Turnarounds / Outages Maintenance and Construction activities performed during Shutdown typically result in 1000 s of asset master data changes. Operational Excellence Transformational projects aimed at improving processes leading to increased productivity and profitability Mergers & Acquisitions Timely incorporation of newly acquired capital assets is essential for effective operations and maintenance, regulatory compliance and financial reporting. Regulatory Compliance Fortune 500 firms in asset intensive industries typically incur asset modifications per month requiring asset master data changes which can impact EHS performance Data Quality Ensuring accurate, complete asset master data can have a direct impact on reducing environmental, health & safety risks, improving operational performance and maintaining regulatory compliance SAP SE or an SAP affiliate company. All rights reserved. Customer 5

5 Asset Management with SAP solutions Covering the complete asset lifecycle Project and Portfolio Management Asset Operations and Maintenance Environment, Health, and Safety Asset Network Idea Management Asset Strategy and Performance Incident Management Asset Information Collaboration Portfolio Management Asset Information Management Maintenance Planning and Scheduling Environment, Health, and Safety Compliance and Risk Management Asset Information Governance Project Management Maintenance Execution Environmental Emissions Management Predictive Maintenance and Service Resource Management Mobile Asset Management Management of Change Plan-driven Procurement Project Connectivity Maintenance Safety and Permit to Work Contingent workforce and services procurement Technology Enablers Enterprise Information Management Machine Connectivity 3D Business Visualization Mobile Experience 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 6

6 SAP solutions for Enterprise Information Management (EIM) from Architect to Archive Before Data Quality After D A B C Data Integration GOVERN Master Data Management Data Discovery Content Management Information Lifecycle Management 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 7

7 SAP solutions for Enterprise Information Management (EIM) from Architect to Archive Understand Integrate Cleanse & Monitor Manage Associate Archive A D B Before After C Data discovery to help profile, visualize, and Data integration and replication to help access, move, and Data quality to help the business discover, measure, and improve Master data management and governance to Enterprise content management Information lifecycle management to understand data load all data sources data quality across all provide reliable, integrated with SAP define data retention across an enterprise including both domains and sources at consistent, and relevant Business Suite periods, manage data and how information structured or the point of entry information across processes allowing storage and access, flows across the unstructured data, Big multiple domains (e.g. enterprise wide and ensure compliance organization Data sources, on material, customer, collaboration to create, with legal and premise or in the cloud supplier, finance, asset) access and manage regulatory mandates directly embedded into unstructured content business process within transactional applications applications SAP Information Steward SAP Master Data Governance 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 8

8 SAP solutions for EIM today mature solutions Sample scenarios Understand Integrate Cleanse & Monitor Manage Associate Archive A D B Before After C Information Governance SAP PowerDesigner SAP Information Steward SAP Data Services / SAP Replication Server / SLT SAP Information Steward SAP Master Data Governance SAP xecm by OpenText SAP ILM Data Migration SAP PowerDesigner SAP Information Steward SAP Data Services / SAP Replication Server / SLT SAP Information Steward SAP Master Data Governance SAP xecm by OpenText SAP ILM Trusted Analytics SAP PowerDesigner SAP Information Steward SAP Data Services / SAP Replication Server / SLT SAP Information Steward 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 9

9 What I ll Cover SAP solutions for Asset Information Management SAP Info Steward to Manage Asset Data Quality - GET it CLEAN SAP Master Data Governance EAM Extension Summary Questions 2015 SAP SE or an SAP affiliate company. All rights reserved. Mastering SAP Plant Maintenance Customer

11 SAP Asset Data Quality Rapid-Deployment Solution (RDS) Data Quality Scorecard quick access to a key data domain Drill into scorecard details Scorecard to measure DQ from a Data Steward s perspective Key Quality Dimensions (KPI for data) Latest quality score Data quality score metrics Quality trend 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 12

12 SAP Asset Data Quality Drill-down to a "list of failed records" Maintenance Plans > Integrity > Maintenance Plan without scheduling Next step is to remediate the master data e.g. create change request in MDG SAP SE or an SAP affiliate company. All rights reserved. Customer 13

13 End to End Data Quality Remediation Process Seamless notifications from Info Steward, follow-up embedded within MDG Workflows Information Steward Data Quality Scorecards fully integrated with Master Data Governance Business Processes Cleansing Case can be created directly from failed records (highlighted) Predefined validation rules and DQ Scorecards Create Change Request from failed records Records dynamically filtered based on drill down in Scorecard 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 14

14 Asset Data Quality Rapid Deployment Solution (RDS) The SAP Asset Data Quality rapid-deployment solution allows customers the ability to assess, validate and continuously monitor the quality of their asset master data. Simplify management of your asset data quality with SAP's industry-leading EIM tools and predefined content. Score and monitor asset data quality with SAP Information Steward Information Steward Business (Java/Flex Rules UI) Monitoring Profiling SAP Business Suite SAP ERP 6.0 (EAM data = functional location, equipment, BOMs, maintenance plans, task list, orders, notifications, docs, etc.) Plant Data Data Services Staging DB Extract and transform asset master data from ECC with SAP Data Services 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 15

15 Asset Data Quality Scope of Rapid Deployment Solution (RDS) The scope of the solution includes processes for creating or changing business and validation rules, identifying corresponding data quality issues, and on-going analysis of historical data with continuous insight for SAP ERP. Key data domains include: Functional Location Equipment BOM Maintenance plan Task List Catalog Profile What is included in the service offering: Profile the 38 Asset Management tables Implement 55 pre-defined rules Implement two data service jobs i.e. 1 initial and 1 delta Configure 1 dashboard and 1 scorecard based on 6 pre-defined rules Direct access to SAP Asset Data Quality rapid-deployment solution from SMP: service.sap.com/rds-is-eam Direct access to the download center: SAP SE or an SAP affiliate company. All rights reserved. Customer 16

16 SAP Asset Data Quality Rapid-Deployment Solution (RDS) Examples of Asset Data Quality Rules Maintenance Plans / Items Safety Critical Equipment (SCE) with Maintenance Plan Items. Failed Records will indicate Safety Critical Equipment without assignment to Maintenance Plan Items. Bills of Material (BOM) Identify spare parts that are not on a BOM (spare parts not on a BOM are considered obsolete) Failed records show spare parts with inventory but not on a BOM. Technical Objects (Functional Locations / Equipment) Check that the Technical Object has been modified in the last 5 years. Failed records are Technical Objects that have not been modified in the last 5 years SAP SE or an SAP affiliate company. All rights reserved. Customer 17

17 What I ll Cover SAP solutions for Asset Information Management SAP Info Steward to manage Asset Data Quality - GET it CLEAN SAP Master Data Governance EAM Extension - KEEP it CLEAN Summary Questions 2015 SAP SE or an SAP affiliate company. All rights reserved. Mastering SAP Plant Maintenance Customer

18 Process Excellence with SAP Master Data Governance APPROVE CHANGE EXECUTE CHANGE BEFORE phone call Collect information from various sources Local application Manual re-entry file upload custom interface AFTER MDG workflow One repository for insights about the impact of the change Audit trail check against application logic Enterprise services down-/upload ale 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 19

19 Create/Change an Equipment Master Basic Engineering Financial Warehouse General Data Location Organization Structure Documents Sales Serial Data Warranty Data Classification Characteristics Measurement Points Partners Address Permits Linear Data Multi Lingual Texts Financial Asset Data 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 20

22 SAP Master Data Governance High-level architecture overview Optional EIM Parts Information Steward Data Services Power Designer NetWeaver MDM SAP Solutions for EIM SAP HANA Central System for Master Data Processes Portal / NetWeaver Business Client SAP Master Data Governance Workflows Staging Validation SAP ERP 6.0 EhP6 / 7 AS ABAP 7.x User Interfaces, Roles, Work Centers Financial Material Supplier/Customer Custom Change Request, Governance Model, Search and DQ Adapters, UI Framework, Analytics, Replication, Key / Value Mapping Client Systems ERP SRM CRM EAM On Premise Apps Cloud Systems 3rd Party Integrate services for data cleansing, matching and consolidation Tight integration into SAP Business Logic and leveraging standard AS ABAP Client systems are integrated via various channels (such as SOA, ALE, RFC, File) 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 25

23 Master Data Governance s Integrated Object Model Financials Material Supplier & Customer Accounting,Controlling and Consolidation GL Account/ Chart of Accounts Financial Reporting Structures: Balance Sheet, P&L Statement Cost Element/ Hierarchies Cost Center/ Hierarchies Profit Center/ Hierarchies Company Consolidation: Item, Group & Hierarchies, Unit, Break Down Category Basic & Classification Data Logistics Data Value General Data & Descriptions Units of Measure Quality Data EAN, UPC Classification Sales Data Plant Data Storage & Warehouse Data Valuation & Costing Business Partner Attributes Central Data Roles Bank Details Identification Tax Numbers Industry Sectors Addresses with Usage and Versions Business Partner Relationships Supplier Attributes Customer Attributes General Data General Data Comp. Code Data Comp. Code Data Purchasing Data Sales Area Data Tax Indicators 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 26

24 SAP Master Data Governance High-level architecture overview EAM focus EIM Solutions Information Steward Data Services Power Designer NetWeaver MDM SAP Solutions for EIM SAP HANA Central System for Master Data Processes Portal / NetWeaver Business Client SAP Master Data Governance Workflows Staging Validation SAP ERP 6.0 EhP6 / 7 AS ABAP 7.x User Interfaces, Roles, Work Centers Enterprise Asset Management Domain Change Request, Governance Model, Search and DQ Adapters, UI Framework, Analytics, Replication, Key / Value Mapping Client Systems ERP SRM CRM EAM On Premise Apps Cloud Systems 3rd Party Integrate services for data cleansing, matching and consolidation Tight integration into SAP Business Logic and leveraging standard AS ABAP Client systems are integrated via various channels (such as SOA, ALE, RFC, File) 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 27

25 SAP MDG, enterprise asset management extension by Utopia Roadmap in phases Planned Available 2016 Priority based on demand Equipment Master Functional Locations MRO BOMs Linear Asset Management Service Master Classification Characteristics Maintenance Plans / Items Task Lists Measuring Points Production Resources Work Centers Object Links Equipment BOM Functional Location BOM Catalog Profile Warranty Licensing Customer can buy MDG-EAM by Utopia from SAP SKU # Pricing is by number of objects put under governance (similar to other MDG domains). In blocks of 20,000 Upgrades Customer will be entitled and receive product updates with additional objects and product capabilities via the standard SAP maintenance contract. Installed via applying new Support Pack from SAP Support Via SAP OSS like other MDG Domains Solution Extension Package Sold by SAP Includes: } Complete Data Models } Workflow } Change Requests } Data Replication Model } Business Rules } UI Configuration } Implementation Plan } Documentation 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 28

26 Master Data Governance Process Activate Requester Specialist Master Data Expert System ECC Creates Change Request for master data creation/update. Adds Equipment information Review and Maintain Equipment Data Reviews change request and either activates or sends for rework. Writes changes to database and triggers distribution. Send for Rework This function allows you to implement an integrated process of master data governance that starts with a request to create or change an equipment (example), continues with processing and commenting by different expert users and stakeholders, and finishes with approval or rejection by authorized experts. All processing steps are supported by workflow SAP SE or an SAP affiliate company. All rights reserved. Customer 29

33 MDG - Enterprise Asset Management extension Adjust the User Interface to your needs Defaulting Personalization Configurable via WebDynpro Efficient processing Rule-based auto-fill Drop-down lists and values pulled directly from EAM (ERP-PM) Minimize inaccurate information & facilitate errorfree loading 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 36

34 SAP Master Data Governance Change Request - Create Functional Location Change Request Header Changed Fields Highlighted Efficient processing Rule-based auto-fill Drop-down lists and values taken directly from EAM (ERP-PM) Minimize inaccurate information & facilitate errorfree loading 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 37

36 SAP Master Data Governance Change Request Single Object Processing Tactical change focused. Configurable UI facilitates ease-of use and simplified processes Multi-Object Processing Accommodates multiple input methods. Supports multiple roles and stakeholders. Staging area enables complex, longer duration EAM data configuration & validation before loading 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 39

42 What I ll Cover SAP solutions for Asset Information Management SAP Info Steward to manage Asset Data Quality - GET it CLEAN SAP Master Data Governance EAM Extension - KEEP it CLEAN Summary Questions 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 51

43 SAP Master Data Governance Typical Process Flow External Providers External Services SAP Master Data Governance Master Data Staging Area Central maintenance of master data in staging area Re-use existing business logic Integrate external services Data enrichment, duplicate check 1 2 Maintain Validate Approve Replicate 3 Collaboration Adaptable workflow Auditable change process 4 Automatic replication to non-sap and SAP systems Business Processes 3rd party EAM systems SAP ECC Enterprise Asset Management 5 Adapt Adaptation / enrichment in local systems 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 54

44 SAP Master Data Governance, EAM extension by Utopia Centrally govern asset master data on top of SAP Business Suite A natural extension of the business processes running in SAP EAM, providing out-of-the-box, enterprise asset management master data governance to centrally create, change and distribute master data. Governance Consistent Data Integration Re-use Data Quality Enables governance, compliance and transparency through integrated staging, approval and central audit trail Delivers consistent definition, authorization and replication of key SAP EAM master data entities Native integration with SAP Business Suite and SAP ERP, including EAM (ERP-PM) Re-use of SAP data model, UI and existing business logic and configuration for creation and validation of master data Can leverage SAP Information Steward and Data Services for data quality and enrichment 2015 SAP SE or an SAP affiliate company. All rights reserved. Customer 55

45 You pointing at it won t help! I still have to create a material master, add it to the BOM and task list, serialize it, release it twice, stage it, transfer and confirm it. Come back a week on Wednesday 2015 SAP SE or an SAP affiliate company. All rights reserved. 57