mdm 5.5 implementation planning

Planning for MDM 5.5 Implementation

Amelia Lo, NetWeaver RIG USSAP Labs, LLC

Stanley Levin, MDM Development, SAP Labs, Israel

May 19th, 2005

Amelia Lo, NetWeaver RIG USSAP Labs, LLC

Stanley Levin, MDM Development, SAP Labs, Israel

May 19th, 2005

SAP AG 2005

Purpose and Goal of this document

Purpose of this document: This document is to be used by MDM 5.5 implementation

consultants, partners and customers as a straw-man document to facilitate the discussion of MDM 5.5 implementation planning

It is essential to tailor your discussion based on your specificcustomer requirements

Goals of this Presentation: Describe a high-level Roadmap Key steps to preparing for implementation Review the Implementation process Discuss best practices for successful Implementation

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MDM 5.5 Product Overview and Roadmap

Platform and Landscape Considerations

Project Organization and Training

Implementation Methodology Review

Best Practices

Agenda

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SAP MDM A Key Capability of SAP NetWeaver04

SAP MDMDelivers a single version of the truth

for customer, supplier, products, employees and user designated objects

Provides capabilities to share this single version of the truth internally and externally with partners.

Leverages existing IT investments in business-critical data

Accelerates and improves the execution of business processes

SAP NETWEAVERONE PLATFORM ONE PRODUCT

SAP NetWeaver

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PEOPLE INTEGRATION

Multi channel access

Portal Collaboration

INFORMATION INTEGRATION

Bus. Intelligence

Master Data Mgmt/ MDM 5.5

Knowledge Mgmt

PROCESS INTEGRATION

Integration Broker

BusinessProcess Mgmt

APPLICATION PLATFORM

J2EE

DB and OS Abstraction

ABAPLife C

ycle Mgm

t

SAP MDM/MDM 5.5 Facilitates: Data Unification

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Introduction to Rich Product Content Management

Targets the requirements of rich product content management and cross-media catalog publishing. It allows you to consolidate, centrally manage, and publish disparate product data across the enterprise and between trading partners.

Based on SAP Master Data Management Extension (MDM 5.5).

High-performing load, aggregation and search of product data Multidimensional search Flexible taxonomy Intelligent imaging and Web/print publishing APIs for seamless, multi-platform integration Scalability (up to millions of products) Publish to Web or Printed Catalog

Definition

Key capabilities/use case

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SAP NetWeaver

Exchange Infrastructure

Application Platform

Master Data Management Extension

Rich Product Content Management

ERP 1 ERP 2 ERP 3 Excel/XML JDBC

File Adapter ~~~~~~~~XML

Catalog

Value Mapping

~~~~~~~~

Importing Product Data

Re-categorizationand enriching

~ ~ ~ 1. ~ ~ ~ ~ ~ ~ 2. ~ ~ ~~ ~ ~ 1. ~ ~ ~ ~ ~ ~ 2. ~ ~ ~~ ~ ~ 1. ~ ~ ~ ~ ~ ~ 2. ~ ~ ~

ProvidingCatalogContent

ComposingProductCatalog

EnablingWebCatalog

ProvidingPrintedCatalog

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Providing Printed

Catalogs

Importing Product Data

Re-categorizing

and Enriching Product Data

Providing Catalog Content

Composing Product Catalog

Enabling Web Catalog

Rich Product Content Management

MDM 5.5Client

MDM 5.5ImportManager

(1) Map and consolidate fields

MDM 5.5Plug-into DTPApplication

(2) System updates and creates new objects

(3) Add images/PDFs etc. to catalog

(4) Review taxonomy results

(5) Update and correct product data

MDM 5.5ImageManager

(6) System creates image variants

(7) Connect image variants to products

(8) Enter additional information to products

(9) System validates data and informs on errors

(10) Set catalog partition

(11) Assign catalog default values for publication

(12) Arrange product family layout

(13) Add products to mask (14) Publish to DTP

(17) Create Index

(15) Finalize layout

(16) Record finalized layout structure to MDM 5.5

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Consolidation and Harmonization with SAP MDM 5.5

Alternate way of Master Data Harmonization: Based on Master Data Management Extension (SAP MDM 5.5) Particularly focusing on interactive cleansing and distribution of Material, Supplier,

Customer, Employee* master data within (SAP R/3 based) ERP environment. Rather intended for periodical and interactive harmonization than for high frequent changes

with automatic distribution and matching processes

Team of (central) specialists to consolidate and distribute Material, Supplier, Customer, Employee master data within R/3 / ERP environment interactively; match data of 3rd-party systems against R/3.

Periodic consolidation of content and ad-hoc distribution into one or more ERP (SAP R/3) clients, e.g. monthly synchronization of customer data between different sales offices.

Attractive for easy start of a central team with small budget and pressure on time-to-benefit Attractive for a first phase to be enhanced through future MDM capabilities Due to easy deployment also suitable for mid-size companies

Definition

Key capabilities/use case

Target Customers/Segment

*available as of MDM 5.5 Feature Pack SP01

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SAP NetWeaver


Application Platform

Master Data Management Extension


Description of a master data object: Globally relevant Data (Client) specific Data

ERP 1 ERP 2 ERP 3 Legacy 3rd Party Legacy

FTP Server ~~~~~~~~XML

~~~~~~~~XML

Extracting Master Data

ID Mapping

=

Consolidating Master Data

~~~~~~~~XML

Exporting Master Data

Enriching Master Data9

9 9 9

Distributing Master Data

9

Repository

Importing Master Data

Value Mapping

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Distributing Master Data

Extracting Master Data

Importing Master Data

Consolidating Master Data

Enriching Master Data

Exporting Master Data


Source system (SAP R/3)

(1) Trigger extraction on R/3

(3) System transforms message into XML

(4) System routes and sends messages to file system

XI

(2) System sends extracted objects to XI

MDM 5.5Syndicator

MDM 5.5Client

MDM 5.5ImportManager

(5) Load objects from File Adapter

(6) Transform, map, and match objects

(7) Search and merge identical objects interactively

(8) Change or add object data

(9) Map, transform and save objects in the file system

(10) File adapter: System loads and sends objects to XI

(11) System routes messages to MDC

(12) Check IDOC inbound

(13) Change and add object data

(14) Send created objects back to MDM 5.5 to create key mappings (repeat steps 1 6)

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Product Update: MDM 5.5 Feature Pack

SAP MDM 5.5 Feature Pack Includes former xCat 5.0 features (multilingual support, syndication, ) Lean, R/3-iDoc-based model for supplier, customer, material, and employee Ad-hoc consolidation and distribution into one or more R/3 clients

(e.g. monthly sync of customer data between different sales offices) Interactive data quality analysis as well as matching and merging


SAP MDM 5.5MDM 5.5 Import Manager

SAP R/3ApplicationBO Persistence

WAS

Partner SolutionApplicationBO Persistence

Legacy SystemApplicationBO Persistence

SAP R/3ApplicationBO Persistence

WAS

MDM 5.5 Client

MDM 5.5 Console

MDM 5.5 Syndicator

Available today

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SAP NetWeaver MDMnext major releaseInroad into ESA

architecture

Key enhancement areas: Advanced Object Modeling Capabilities Extensions for central master data management Additional support for Business Partner, Product models Extended business scenarios

(GDS-Retail)

Product Update: SAP NetWeaver MDM Roadmap 2005

20062005

MDM 5.5 SP2 July 05Extended user

productivity

Key enhancement areas: Enterprise Portal Enablement

(search/read access) Improved Inbound/Outbound Communication with R/3 BI export of key-mapping Extended platform support GDS-CP Transora

MDM 5.5 SP3 Mid Q4/05Integrated interactive and

automated processes

Key enhancement areas: Extended Enterprise Portal Content Enhanced de-duplication Automated Load/Distribution via XI BI integration for global reporting Enterprise Services Retail Article enhancements Infrastructure enhancements

MDM 5.5 FP- Available in RU

GA planned for end June

Key enhancement areas: Multilingual support Pre-defined R/3 objects for Customer, Vendor, Material, lean Employee* Interactive consolidation and distribution; syndication Additional language support** (SP1 e. March 05)

This document contains intended strategies, developments and/or functionality 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.

2006/2007July 05 Mid Q4/05June 05

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Best Practices

Agenda

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SAP MDM 5.5 Cross Platform CompatibilityMDM 5.5 supports the industry-standard platforms

Windows XP, 2000, 2003 - All versions

QuarkXPress (Windows and Macintosh) Adobe InDesign (Windows and Macintosh)

DBMS

COM Java

Microsoft Windows 2000/2003/XP Linux* - Kernel version 2.4 or higher with the following:

-libstdc++.so.5 or higher -glibc 2.2 or higher (2.3.2 or higher recommended)

Sun Solaris** 8 - SunOS 5.8 rev. 02/02 or later

Desktop Publishing

MDM 5.5 Console/Clients

MDM 5.5 Server

* Available for MDM 4.0. Will be released for MDM 5.5 SP1 in mid May 2005

** Not available for MDM 4.0. Will be released for MDM 5.5 SP1 in mid May 2005

MDM 5.5 APIs

Microsoft SQL Server 2000 (Version 8.0 SP-3) Oracle 9.2 IBM DB2* (Version 8.1)

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MDM 5.5 Topology

All in One Scenario: all components can be installed on one machine for demo purposes or when the repository is very small. Distributed Scenario: MDM 5.5 Server and DBMS Server should be

installed on different systems to improve overall performance. Suitable for most production scenarios.

MDM 5.5Clients

DBMSSever

MDM 5.5Server

MDM 5.5Console

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Example of Hardware (support 30+ users)

Database Server CPU * Quad XEON 2.8-3.0GHz with 400/533MHz FSB Memory * 4GB RAM Storage * Three 72GB disks in RAID 5 configuration Network Topology * 2nd network card for direct connection to SQL

Server

MDM 5.5 Server CPU * Quad XEON 2.8-3.0GHz with 400/533MHz FSB Memory * 4GB RAM Storage * Two 18GB disks in RAID 1 configuration Network Topology * 2nd network card for direct connection to SQL

Server

Client Workstation CPU * Single XEON 2.0GHz with 533MHz FSB Memory * 2GB RAM Storage * 20GB Network Topology * TCP/IP based network

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Best Practices

Agenda

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Project Organization and Staffing an informal draft

Project management office: Executive sponsor & steering committee Project manager Cross organizational team: consists of Business owners from

marketing, product management, production & manufacturing, customer Services, purchasing & vendor management.. plus IT

Project staffing: MDM 5.5 functional staff System and DBA Product domain experts and taxonomy owners API Developer (Java or COM)Web Designer & Portal Specialist XI Specialist (for Master Data Consolidation/Harmonization Scenario) Print Publishing specialist (for Print Publishing)

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Project Organization and Staffing an informal draft

On going support: Product domain experts and taxonomy owners Product content update/data entry staff System administration Operational support

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Overview of MDM 5.5 Training

Project Preparation

MDM 5.5 Functional

MDM 5.5 TechnicalMDM 5.5 Technical

Other Optional

Workshops

MDM 5.5 Overview for Planning

What: Implementation methodology and key milestones

By: Typical workshop provided by onsite consultants

Who: Project management office

MDM 5.5 RKT Workshop RADME1

What: A 5-day hands-on workshop

By: Training offered via SAP RKT Office

Who: Project ManagerProject staffOperational support staff

XI Fundamental TBIT40

What: A 5-day hands-on workshop

By: SAP TrainingWho: XI Specialists who

will implement Master Data Consolidation scenario

MDM 5.5 Taxonomy Workshop

What: Taxonomy DesignBy: Specialty partnerWho: Product domain

experts and taxonomy owners

MDM 5.5 Print Publishing

What: In-depth training for print publishing implementation

By: SAP RIG/PM & Specialty partner

Who: Print publishing specialist

MDM 5.5 Data Modeling

What: MDM 5.5 Data Modeling consideration and design

By: TBDWho: Project Manager

Project staffSystem and DBA

MDM 5.5 API WorkshopWhat: A 2-day hands-on

workshop By: Training offered via SAP

RKT OfficeWho: API Developers

Web DesignersXI Technical

Implementation TBIT50 & 51

What: In-depth XI training for Implementation and Operation

By: SAP Training Who: XI Technical staff &

Consultants who will implement and do operational support

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Best Practices

Agenda

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Project Phases

MDM 5.5 Implementation ASAP Methodology Project Preparation Strategic Planning Business Blueprint Requirements Gathering Realization Development and Testing Final Preparation Go Live and Support

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MDM 5.5 Implementation Overview Project Phases

Project Preparation

Blue Print Phase

RealizationPhase

RealizationPhase

Final Preparation

Go-Live

Define Project Team and Roles

Objectives, Scope, KPIs

Implementation Strategy

Cost Estimate & Budget

Identify Team Training

Landscape & HW/SW

Develop Project Plan

Deliverables signoff

Define Requirements based on Business, catalog and data analysis Repository Schema/Data Model Workflow Process Web Deployment design Security System Management Strategy Communication Strategy BP Documents Signoff

Hardware configuration Configure Repository Schema per Blue Print Data Mapping Data Conversion

Cleansing Normalizing Aggregation Filtering etc.

Data Import Data loads Detailing Attributes Image Handling

Web Solution Developnt Syndication Solution Enterprise App Integtn Interface Developt Testing (unit, integ.) Performance Testing End User Training

Taxonomy Analysis

Master Data Consolidation & Harmonization Analysis

Master Data C/H SAP delivered Customize to close Gaps

Production system Management Process Prepare Help desk support Production Cutover

Swat Team Baby sitting Problem Resolution Post implementation Review

Optional Activities based on project scope & requirements

Print Publishing analysis

Prepare Layout for print

Note: This is a general template to aid project start up. You may customize based on customers business requirements.

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The HowTo Documents to Support Implementation

Where are these documents published : www.service.sap.com/NetWeaver

> Media Library > How To Guide > MDM

Project Preparation

Blue Print Phase

RealizationPhase

RealizationPhase Final

PreparationGo-Live

1. Planning for MDM 5.5 Implementation (PPT)

2. MDM 5.5 Project Cost Estimation Template

3. Generic MDM 5.5 Implementation Project Plan

1. Step by Step Guide or How-To Guide for Modeling

2. From Business requirements to MDM 5.5 Design

3. HowToconnect MDM 5.5 to R/3 using the XI

4. HowTo define a good MDM 5.5 taxonomy -tips & tricks

1. Troubleshooting MDMe(traces, log files)

2. How to apply a enterprise level back-up strategy for MDM 5.5

Go-Live

1. TBD1. HowTo: Conversion of Attributes

2. HowTo: Splitting Fields into Lookup tables

3. HowTo: Load Qualified Tables

4. MDMeLandscape and System Management

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MDM 5.5 Product Roadmap



Implementation Process Review

Best Practices

Agenda

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Best Practices Strategic Planning Team Selection

Corporate Product Classification and Taxonomy Design is a Business Owned Project

Cross Functional Team from all organizations have stakes in Corporate Product Taxonomy.

Example of Team composition: Product Engineering / Product Development Purchasing Product Management Marketing / Sales Customer Support

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Best Practices Strategic Planning Team Selection

Preferred team member profile Long-term knowledge of your product management process

Responsibility for organizing productsManage data flow in and out of his/her departmentKnow the bottlenecks

Experience in other departments/divisionsUnderstands enterprise-wide product workflow / product life cycle

Good rapport with other members in their departmentMust be able to influence culture change

Team members must be willing to explore every process and recognize opportunities for improvementShould have a background in change management

Understand corporate vision and strategic initiatives

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Best Practice Strategic Planning

Product management involves many people and systems throughout the enterprise

MDM 5.5 Implementation will take all of these into account

Users and data sources Product Engineering / Product Development

Specifications (in Excel), CAD drawings (on network drive)

PurchasingTransactional data (in ERP)

Product ManagementSpecifications (in Excel, in Word, on paper)

Marketing/SalesFeatures/Benefits copy, images (in Word, in PowerPoint, many graphics

files stored on many computers, outside design firms)

Customer SupportUsage issues, quality (on paper, in mind, homegrown FAQ database)

Seize Opportunity to Reduce Complexity

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Reduce Complexity

The sum of all interactions reveals extreme redundancy Expensive, time-consuming, and error-prone

CREATOR/OWNERUSER

CREATOR/OWNERUSER

CREATOR/OWNERUSER

CREATOR/OWNERUSER

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MDM 5.5 will Reduce Complexity

MDM 5.5 removes redundant interactions, reduces error Creators and owners: Store data in the same place, in the same way Users: Retrieve data from the same place, in the same way

CREATOR/OWNERUSER

MDM 5.5

CREATOR/OWNERUSER

CREATOR/OWNERUSER

CREATOR/OWNERUSER

retrieve data

store data

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Best Practices Strategic Planning

Plan Quickly Have the team bring examples of data that is input into their systems

(forms, spreadsheets), as well as examples of output (reports, file format instructions); less theory, more practicality Discuss what comes to mind quickly a majority of major issues and

needs can be identified in a few meetings Prioritize issues not all data problems need to be fixed initially, dont

overscope; find projects with measurable costs Gain cross-departmental support for the implementation find a high-

profile issue that is collaborative and win-win, and has measurable success factors

Use Diagrams and Simple Explanations To gain organizational buy-in and support, you will need to clearly

communicate the project valueBefore and After process flow diagrams will quickly illustrate this, and

will be greatly expanded upon during Requirements Gathering

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Best Practices Requirements Gathering

User-centered focus People and processes are the focus, not technology Do not add complexity, simplify and eliminate processes (duplicate

forms, unnecessary reports) Consider existing processes that dont make sense, use your teams

instincts The person who knows the most about a field may not be the person

who manages it today, let the team decide what makes sense

Major risk factors Overall data quality will greatly affect project time; spend time to know

what youre dealing with throughout the product life cycle Initial product categorization (taxonomy) needs to be designed

properly; a large portion of the project will work on getting it rightFuture sub projects will build on and augment the taxonomy, but should

never cause a major overhaul

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Best Practice Realization & Final Preparation

Launch Planning Marketing/Sales plans for announcing new product catalog Communication plan for announcing availability/process changes to

employees, customers and suppliers

Final Data Load Incremental load vs. full reload Data verification Coordinate archival of previous data sources no longer needed

Verify Operations Support Test backup and restore for accuracy and completeness Verify batch processing is scheduled and running without errors

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mdm 5.5 implementation planning

Documents

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product overview

disparate product data

mdm development

discussion of mdm

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implementation consultants

netweaver rig ussap