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Supporting SAP business processes with ECM
SAP Extended ECM by OpenText
SAP and OpenText – 20 Years of Partnership
1992
1997
2000
SAP Extended ECM
OpenText
acquires IXOS
SAP Archiving &
Document Access
2003
2007
2008 SAP Invoice Management
2009
2010
SAP Digital Asset Management
SAP Employee File Management
2011 SAP Document Presentment
SAP Travel Receipts Management
SAP Portal Content Management
SAP Portal Site Management
SAP ArchiveLink co-development, IXOS-ARCHIVE for SAP R/3
SAP ITS co-development (Internet Transaction Server)
SAP CRM co-development
First ISV “Powered by SAP NetWeaver”
Co-development of DoD 5015.2
certified Records Management
Co-innovation CMIS interface
2012
2013
Data
Ancient Ruins Archaeology Cliffs Sunny Sand Beach Central America
Context and Content
Connecting Content with Processes
Processes Content
Business Value
Drive the Work… …Provides the Context
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
Put ECM in Business Context
Key Benefits:
• Improve Business Process Efficiency by Connecting Content to Process
• Improve Regulatory Compliance by Managing Content Through Its Lifecycle
Document Management
Collaboration & Social Media
Capture
Workflow
Content Access
Records Management
Archiving
…
Enterprise Content
Management
+
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
Business
Suite
Deep Integration with
SAP
ECM for Project Management
ECM for Production
ECM for Procurement
ECM for Quality Management
ECM for Plant Maintenance
ECM for CRM
ECM for …
Business Processes
specific ECM
=
Extended ECM Content-Enables Numerous Processes across the Enterprise
Planning / Product
Development Procurement
Production &
Operation
Sales &
Marketing
Customer
Service
Finance
Human Resources
Legal
IT
Supplier Information
Management
Contract Management
Sourcing Strategies
Order Management
Brand Asset Management
Collateral Management
Campaign Management
Account Management
Contract Management
Customer
Communications
Multi-channel Customer
Service
Case Management
Project Management (E&C, R&D, etc.)
3rd Party Collaboration
IP & Knowledge Mgmt.
Archive Data And Content
Consolidate ECM Systems
Paper Archive Elimination
Legacy Decommissioning
Information Retention
Enterprise Records
Management
Automated Compliance
eDiscovery
Contract Management
Vendor Invoice Management
Expense Reimbursement
Collections
Dispute Management
Customer Invoicing
Employee File Management
Talent Sourcing & Acquisition
Reward & Retain
HR Record Retention
Policy Management
Enterprise Asset Mgmt.
Distribution / Logistics
Product Lifecycle Mgmt.
Quality Management
Typical Content-related Business Processes
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?
Is Extended ECM for my business?
A few content-centric process examples
Quality
Management
Project/
Engagement
Management
Logistics/
Transportation
Customer
Service
Supplier
Management/
Procurement
Correspondence
Management Records
Management
Construction
Management
Plant
Maintenance
Knowledge
Management
OpenText Extended ECM for SAP Solutions
Document Management
for version control, access
rights
Avoid versioning issues,
manage access right
Content Access to retrieve content
associated with SAP object from multiple user interfaces, inside and outside of SAP
Improve business process efficiency
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
Archive of SAP data and
unstructured content
Reduce IT costs by
archiving data
Records Management for
enterprise content retention
Reduce compliance and
litigation risk
Capture paper and email
documents
Automate paper-intensive
processes with scanning
SAP
Business
Process
Platform
Any content can be associated with
any SAP business object, using out of box integrations
OpenText Extended ECM Connecting Users and Content, Inside and Outside of SAP
Non-SAP User SAP User
Content and Data
inside SAP
Content
outside SAP
The Concept of Content Workspaces
SAP
Business
Object
Roles
Data
Transactions
Events
Content-Enriched Business Processes
Content
Business Object
Folder Structures
Meta Data
Customer ABC
ID 4711
Date 21.12.2009
Status Prospect
Owner Meier
Folder 1
Folder 2
Sub Folder 1
Sub Folder 2
Sub Folder A
Sub Folder B
Folder 3
Relations
Collaboration
Roles & Policies
Content Lifecycle Workflows
Documents
Co
nte
nt
Wo
rks
pa
ce
s
OpenText Extended ECM Connecting Users and Content, Inside and Outside of SAP
SAP User
Workspace
Non-SAP User
Ubiquitous Content Access in preferred Environment
Workspace
MS SharePoint *
SAP GUI and SAP NW BC
SAP NetWeaver® Portal
SAP Extended ECM (Web UI)
SAP CRM und SAP SRM
MS Windows Explorer
MS Outlook und MS Office
Mobile Devices *
* Add-Ons sold
separately
SAP Extended ECM by OpenText
Industry and Processes Experience
ECM Solutions by OpenText support key processes in Engineering & Construction
Plan &
Develop
Acquire &
Procure Build Operate Service
5-8% Finance Legal HR IT Operation
Dispose
Workforce & Equipment Management
Design & Engineering
Project Management
Real Estate Operations
Sub-contractor, Supplier & Materials Management
Asset Operations & Maintenance
Opportunity & Bid Management
Change Management
Employee File
Management
SAP Invoice
Management
Records
Management
Case
Management Archiving
Legacy System
Retirement
Supplier
File
Project
Workspace
Knowledge & Idea
Management
Asset
Documentation
Invoice
Management
Claims
Management
Contract
Management
Transmittal
Management
Equipment
Documentation
Engineering Document
Management
Secure
Collaboration
Management of
Change
Facility Folder
Correspondenc
e Management Customer File
Bid
Management
Folder
Expansion and
Dismantling Projects
Shutdown
Turnaround
Equipment Failure
Analysis
Joint Customers in Engineering & Construction - EMEA
ECM Solution Extensions by OpenText support key business processes in Consumer Products
5-8%
Analyze, Plan
& Develop Market Deliver &
Service
New Product Development & Introduction
Plant Management
Manufacturing
Demand & Supply Planning
Account Management
Inbound & Outbound Logistics
Customer Service
Direct Store Delivery
Traceability & Environmental Compliance
Produce &
Manufacture
Finance Legal HR Procurement IT Operation
Support
Brand Management
Strategic
Planning
Employee
File Mgmt
SAP Invoice
Management
Customer
File
Records
Management Contract
Management
Enterprise
Asset Mgmt.
Legal
Compliance
Sell
Strategic Purchasing and Sourcing
Responsive Replenishment
Order to Cash
Trade Promotion Management
Customer
File
Data
Archiving
Logistic
Partner Folder
Supplier
Folder
Project
Workspace
Plant
Maintenance
Documentation
PLM
Folder
Promotion
Workspace
Logistics
Documents
Customer
Self Service
Digital Asset
Management
Order
Entry
Product
Info Portal
EHS
Documents
Customer
Correspondence
Quality Mgmt
Documents
Accounts
Receivable
Consumer Products – Joint Customers EMEA
Food Beverage
Consumer Products – Joint Customers EMEA
Home &
Personal Care
Consumer Durables &
Home Appliances
Apparel &
Footware
ECM Solution Extensions by OpenText support key business processes in Public Sector
5-8%
Public
Infrastructure
Social and
Welfare Services
Taxes, Revenue
and Subsidies
Asset Management
Application Management
Resource Management
Maintenance Mgmt
Citizen Services
Investigative Case Mgmt
Grants and Subsidies
Safety and
Security
Budget Legal HCM Procurement IT
Property Mgmt
Asset
Documentation Billing, Fees, Taxes
Correspondence
Handling
Case Mgmt
Construction
Management
Capital Project
Management
Project
Management
Citizen
File
Records
Mgmt
Social Case Mgmt
Inspections
Prevention
First Responder
Management
Compliance
Mgmt
Contact File Contact File
Correspondence
Handling
Footage,
Evidence
Case Mgmt
Data
Archiving
Employee
File Mgmt
Supplier
Folder
Compliant
Documentation
Joint Customers Public Sector – EMEA in Local Government
Joint Customers Public Sector – EMEA in Central Government
Improving Enterprise Asset Management with ECM Example in Transportation: NBMB – Belgium Railways (BE)
“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
Increase Agility
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.
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, E-Mail 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
A Strategic Partnership: SAP and OpenText
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
Why the partnership matters to you
Thank You
Q&A
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