sap implementation methodology

SAP Implementation

Methodology

©Copyright IBM Corporation 2005

SAP Implementation Methodology Phases

Business

Blueprint

Project

Preparation Final

PreparationRealization

Go Live and

Support

D3

D 2

ACMETa iwan

Se mic onduc torDist ributor

S1

P2

P1

P4P3

M4 D1

C ustome rsACME

ACMELa ptop

Production(San J ose)

ACMELa ptop

Production(S an J ose)

ACMELa ptop

Distribution(San Jos e)

P4

Se miconduc torManufacturer

S1D 2

Cus tomer’sC ustome r

La ptopDist ributor

LaptopRetailer

S1

P2

D1S1 D1

P1

P2

Cus tomersSupplier’sSupplier

P1

Non-R/3 R/3

SAP Business

Information

Warehouse

SAP Advanced

Planner &

Optimizer

R/3R/3 Non R/3

People

LearningOpportunities

Processes

Innovation

Strategy

Products

Industry P ractice s

Implem entations


SAP Implementation (Ascendant Methodology)

Project Preparation

Business Blueprint Realization

Go Live and

Support

Sustain

Program Management

Business

Organization

Application

EvaluationFinal

Preparation

Architecture

Operations


Objective:

� Perform detailed project planning & scoping, establish the project team.

� Set customer and SAP team

expectations

� Establish Technical Infrastructure

Phase 1 – Project Preparation

Activities

� Create Project Charter

� Refine Project Team Organization

� Develop Blueprint Project Plan

� Install SAP Software (Sandbox Environment)

� Define Project Standards, Methodologies, Tools

� Prepare SAP trainings

� Prepare Methodology training

� Conduct Kick-Off

Key Deliverables/Results

� Project Charter

� Project Team Organization Structure

� Milestone Plan

� Detail Blueprint Plan

� Initial Stakeholder Assessment Complete

� Project Risks and Critical Success Factors

� Program Methods, Standards, Procedures, and Tools

� Sandbox Environment Installed

� Kick-off presentation developed

� Training materials

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Program Management

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Organization

ApplicationFin

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Architecture

Operations


Deliverables

CustomerCustomer

Team Team

MembersMembers

Project Project

CharterCharter

TechnicalTechnical

EnvironmentEnvironment

Initial Initial

WorkplanWorkplan

ProjectProject

PreparationPreparation

Phase 1: Project Preparation

Project Project

PlanPlan

Project Project

ScopeScope

Project Project

TrainingTraining

PlanPlan

Project Project

TeamTeam

Org.Org.

ImplementationImplementation

StrategyStrategy

ProjectProject


Project Project

StandardsStandards

ImplementationImplementation

StandardsStandards


Work Step Flow

Define Define Project Project CharterCharter

Refine Refine Implement. Implement.

StrategyStrategy

Obtain Obtain Contractual Contractual AgreementAgreement

Debrief Debrief Project Project

ManagementManagement

OrganizeProject Team

DevelopProject Plan

Phase 1: Project Preparation

Set Up Work Set Up Work EnvironmentEnvironment

DevelopProject Plan

DevelopTraining Plan

Define Project/Implementation

Standards

Define SystemLandscape

TechnicalRequirements

Planning

QualityCheck

Project Kickoff


Objective:

� Create a detailed description of your business process requirements

� Identify specific customer

improvement opportunities and

Strategy

Phase 2 – Business Blueprint

Activities

• Conduct SAP Training

• Conduct Methodology Training

• Conduct Workshops

• Define Processes and Requirements

• Perform GAP Analysis and Resolution

• Specify Development Requirements for Reports,

Interfaces, Enhancements

• Write Business Process Procedures

• Change Management

• Install Development Environment

• Develop approaches

• Build Detailed plan for Realization

• Proof of Concept prototyping


� Business Process Requirements

� Functional Specifications

� Business Process Procedures

� Stakeholder map and communication plan

� Approaches for remaining phases

� Business Process Master List

� RICE List

• Reporting Lists

• Interface Lists

• Conversion Lists

• Enhancements Lists

� Process Impacts

� Preliminary Sandbox Configuration

� Detailed Project plan

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Business

Organization

ApplicationFin

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Architecture

Operations


Deliverables

TechnicalTechnical

DesignDesign

Identify Identify

GapsGaps

BusinessBusiness

BlueprintBlueprint

Phase 2: Business Blueprint

PerformPerform

BenchmarkBenchmark

PerformPerform

CompetitiveCompetitive

AnalysisAnalysis

Map Map

SolutionSolution

ProductsProducts

PerformPerform

ProcessProcess

ModelingModeling

Define Define

ApproachApproach

Develop Develop

BaselineBaseline

ModelsModels

Define Define

TechniquesTechniques

StatusStatus

ReportsReports

DevelopmentDevelopment


SystemSystem

AdministrationAdministration

ProceduresProcedures

Categorize Categorize

RequiremenRequiremen

tsts


Final

Business

Process

Definition

BusinessBlueprintPlanning

Work Step Flow


Establish Process

Categorization

Project Team Training

DevelopSystem

Environment

DevelopBusiness

Org Structure

DevelopSystem

Environment

Define Global Requirements

Define Landscape

Design

Define Strategic Blueprint

Prepare Business

WorkshopsQualityCheck


Business Blueprint Phase: Major Tasks


Contd…

� Project Management Business Blueprint Phase� Phase Start Up Project Management and On-Going Project Management

� Prepare Detailed blueprint phase plan including major milestones, deliverables submissions and signoff dates

� Project Governance meetings

� Clearly identify project sponsor, Steering Committee members and establish Program Management Office members

� Project Team Training (Focused on Core Team Training on SAP Boot camp)� Prepare training material

� Define timeline and provide training to the Core Team members on SAP bootcamp trainings, Project Management

� Review and assess post training skills

� Develop System Environment� Design of system landscape

� Setup of Sandbox environment and Install Initial Hardware

� Install and Configure Sandbox system client

� Maintain system administration procedures

� Set up other system environments like Document storage (Documentum, Lotus Notes, Ascendant, Solution Manager etc)


Business Blueprint Phase: Major Tasks

�Conduct Business Process Workshops� Schedule and Conduct Requirement Gathering Workshops� Understanding of current processes, best practices, client requirements� Develop CSF/KPIs based on business case

�Business Organization Structure�Schedule and Conduct Organization Structure Workshops

�Recommend and Approve Organization Structure

�Business Process Definition�Preparation of Swimlanes and Process Decomposition

�Define Global Requirements Parameters

�Define Business Processes (BPPs, PDDs) and Identify Gaps

�Define Business Processes Unique to Client

�Quality Check Business Blueprint Phase�Conduct Quality Check

�Signoff Business Blueprint



Best Practices and Lessons Learnt

�Change Management:

�Not an IT initiative, but Business driven transformation initiative

�Top Management Commitment and Constant communication (periodic

newsletters, all hands meetings)

�Change management process must be well defined and meticulously followed

�Project Culture (Logo, Theme and Vision)

�The Team:

� Identify Business Process Owners and Business Activity Owners who have solid

business experience and have credibility within the company. They have to own

the To-Be process and should walk the talk

�Clear roles and responsibilities of Core Client Team and Consultants Team

�Core team members should be relieved off from their previous organizational

responsibilities, and should be fully dedicated to the implementation activities


Contd..



�Documentation:

�Document what you do, do what you document !

�Each and every information provided by process owners and business experts

must be documented everyday and it should be validated as a part of MOMs to

avoid confusion at a later stage

�Focus on Integration:

� Identify Integration Manager to ensure process integration and process

coordination

�Usage of RACI charts (Responsible, Accountable, Consulted, Informed) to make

teams clearly accountable for integration of major business process flows and

data elements

�Think beyond organization boundary – collaborate with your key customers and

suppliers while developing the integrated solution


Contd..



�Business Solutions for the future:

�To-Be process is finalized in this stage

�Ensure that project is NOT about automating the As-Is process

�To-Be Process Design should try to leverage standard SAP as much as possible

�Timely Business Decision is the key. Trade-off between Nice to Have and Good

enough solutions

�Effective Scope Management and decision on business benefits-cost

�Solution to align with Business Case, CSF/KPI objectives

�Ensure that three key levers (People, Process and Technology) are aligned.

�All along, aim for constant buy-in from all stakeholders



Business Blueprint Phase: Summary


Project

Preparation

Business

BlueprintRealization Go Live

and

Support

Sustain

Business

Organization

ApplicationEvaluation Final

Preparation

Architecture

Operations

�Phase 2 - Business Blueprint documents the client’s business process requirements and create the “Business Blueprint”

�The organizational structure of the future enterprise is defined and mapped to SAP organizational units

�The R/3 Reference Model is used to decompose the client’s business processes, map these to SAP functionality and identify gaps

�Business Process Procedures (BPPs) facilitate integration testing and also accelerate the development of training and end-user support manuals

�The technical environment for the development and production systems are planned and tested


Objective:

� Transform the Blueprint requirements into an approved GLOBAL working system.

� Configure and validate baseline and final models

Phase 3 – Realization

Activities

� Baseline and Final (Gold) Configuration Cycles

� Functional Specifications Finalisation

� Detail Definition of Development

� Design and Code

� Technical Unit Test Planning and Execution

� Write BPPs

� Conversion Planning

� Functional Specification Data conversion

� Perform Role Design

� Create Security Authorizations

� Test Planning and Conduct Global Testing

� Develop detailed Roll-out Plan

� Knowledge Transfer


� Configured SAP System

� Unit and Integration Test Plan

� Refined Security Profiles and Authorizations

Definition

� Business Process Procedures

� Learning Kits

� Finalized and Tested Development Objects

� Knowledge Transfer Assessment

� Completed Test scripts

� Business Process Master List (BPML)

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Program Management

Business

Organization

ApplicationFin

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Architecture

Operations


Deliverables

FinalFinal

Integration Integration

TestingTesting

Model Model

specificationspecification

PlansPlans

Configure Configure

ModelsModels

DevelopDevelop

ReportsReports

Interface Interface

ProgramsPrograms

ConfigurationConfiguration

WorkshopsWorkshops

PreparePrepare

UserUser

DocumentationDocumentation

ConversionConversion

ProgramsPrograms

RealizationRealization

FunctionalFunctional

Gap Gap

ResolutionResolution

UserUser

TrainingTraining

Phase 3: Realization


Work Step Flow

Conduct Realization Workshops

System Management

Develop Conversion programs


Create Reports

Baseline Model Model Settings and Network

RealizationPlanning

DevelopInterfaces

DevelopEnhancements

Develop Plans for

Model Specification

Baseline Business Process

Final Business Process

Confirmation

Establish Authorizations

Final Integration

Test

Develop End-User

Documentation


Work Packages in Realization phase with timeframe



Milestones of the Realization Phase

�The R/3 system is configured and tested.

�The Conversion programs are developed and tested. Data extraction

and cleaning is completed.

�Bolt-on configuration and enablers (such as user exits and add-ons)

are tested.

�Application interface programs are developed and tested.

�Enhancements are done and tested.

�Reports are developed and tested.

�Layout sets are developed and tested.

�System integration testing is completed.

�Security profiles are developed.

�Core / End-user training material is developed.



Test methodologies – Realization Phase

�Unit Test

� Scenario Test.

� Development and Unit Test

� Integration Test

� Regression Test

�Stress and Volume test

�User acceptance test

�Security test



Objective:

� Prepare for “live” solution

implementation

� Anticipate and plan for

contingencies

Phase 4 – Final Preparation


� Finalized and Tested Development Objects

� Cut Over Plan

� Organization Change Readiness Assessment

� Production Readiness Review

� Contingency Plan

� End-User Training

� Conversion Check List

� Legacy Retirement Plan

� All data available for Go-live

� Go Live Approval

� Completed Local Test scripts

Activities

� Identify and Design Local Processes/Gaps

� Finalize Realization activities for local Gaps

� Conduct Unit/Integration Tests

� Execute Change Plan

� Prepare data

� Test Data Conversion Routines

� Refine Legacy Retirement Plan

� Refine Go Live Checklist

� Refine Production Support Plan

� Prepare and Conduct End User Training

� Obtain Final Cut Over Approval

� Review Value Realization

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Organization

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Architecture

Operations


Deliverables

43

Refine Refine

Cut OverCut Over

PlanPlan

SystemSystem

TestsTests

Final PreparationFinal Preparation

End User End User

TrainingTraining

Refine Refine

Production Production

Support PlanSupport Plan

Phase 4: Final Preparation

CutCut

OverOver


Work Step Flow


Go LiveGo LivePerform Perform

System TestsSystem Tests

Refine Cut Refine Cut Over PlanOver Plan

Perform Cut Perform Cut OverOver

Deliver User Deliver User TrainingTraining Approval GoApproval Go

Live?Live?

No

Yes


Cutover Planning

�The cutover plan refines the Transition Plan’s strategies and decisions and specifies the details to execute a cutover to a live environment.

�The Cutover Plan is a detailed schedule of tasks that are required to convert legacy systems to the Modernized Services. This schedule identifies tasks, task dependencies, level of effort (hours), and resources assigned. There are separate Cutover Plans for each deployment.

�A Cut Over Plan ensures that plan for addressing issues during and immediately after the system cutover is well-defined and communicated to the IT team.

�Cut over planning determines proper cut over plan, pilot, strategy for data management, conversion support, ownership and responsibilities.

�Deliverables for a cut over plan are Migration /Conversion Plan, Support Requirements and Conversion Documents .



Cutover Planning

�In short the cutover plan covers the following activities:

a)Review Migration /conversion planning and timing

b)Create checklist

c)Determine production readiness

d)Contingency Plan

e)Approve cutover

f) Establish helpdesk

g)Reorganize team for production support

h)Define long term production support strategy


Objective:

� Transition from a Quality environment to a live, stable, Productive operation

Phase 5 – Go Live and Support


• Production Systems Environment

• Production Capable End Users

• Value Realization Analysis

• Post Implementation Project Review

Activities

• Execute data entry and upload in Production

environment

• Resolve issues

• Validate Business Process Results

• Conduct Post Implementation Project Review

• Benefits Measurement

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Program Management

Business

Organization

ApplicationFin

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Architecture

Operations


Deliverables

IssueIssue

ManagementManagementMonitor Monitor

TransactionsTransactions

Confirm Live Confirm Live

EnvironmentEnvironmentProjectProject

ReviewReview

Go Live and SupportGo Live and Support

Phase 5: Go Live and Support


Go LiveGo Live Confirm Go Confirm Go Live Live


Manage Manage Problem Problem

Resolution Resolution

Manage Manage Problem Problem

Resolution Resolution

Monitor Monitor Monthly Monthly

TransactionsTransactions

Review Review Business Business BenefitsBenefits

Work Step Flow

Phase 5: Go Live and Support

Monitor Weekly Monitor Weekly TransactionsTransactions

Project Signoff Project Signoff and and

Continuous Continuous Improvement Improvement


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Program Management

Business

Organization

ApplicationFin

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Architecture

Operations

Phase 6 – Sustain

Activities

• Provide Help-Desk

• Execute Daily Operation Support and

Administration

• Execute Ongoing Security Administration


• SAP Center of Excellence (COE)

operational

Objective:� Help ensure that there is a

framework in place to sustain and improve the performance of the system after go-live


Summary

� A process-oriented...

� Step-by-step guide...

� Linking strategic vision...

� And business opportunities…

� with software enablers...

. . . to drive successful ERP implementations

Roles & Responsibilities

Project Team


Project Team – Roles & Responsibilities

�Application Consultant

�Authorization

Administrator

�Business Process Owner

�Organizational Change

Management (OCM)

Expert

�Program/Project Manager

�Programmer/Developer

�SAP Reviewer

�System Administrator

�Technical Consultant

�Technical Team Member

�Training and

Documentation Project

Manager/Lead


Application Consultant – Skill Profile

Quality m anagem ent experience

Change m anagem ent experience

Training experience

Business consulting knowledge

Project m anagem ent experience

G eneral Knowledge/Experience

Com puting Skills/Knowledge

Database know -how

Internettechnology

Testingexperience

Program m ing language(s)

Netw ork technology

(SAP) Interfaceexperience

m ySAP.com W orkplace

m ySAP.com

Com ponents

ABAP

m ySAP.com core

AcceleratedSAP

SAP (Product)Know ledge

Industry experience

N one

Basic

Ad vanced

Proficient

O perating system (s)

Ad vanced

BasicBasic

Proficient

A dvanced

Proficient


Authorization Administrator – Skills Profile

Quality m anagement experience

Change managem ent

experienceTraining

experience


Project managem ent experience

General Know ledge/Experience


Database know-how

Internettechnology

Testingexperience

Programm ing language(s)

Network technology


mySAP.com W orkplace

mySA P.com Com ponents

AB AP

mySAP.com core

AcceleratedSAP

SAP (Product)Knowledge

Industry experience

None

Basic

Advanced

Proficient

Operating system(s)

Advanced

BasicBasic

Proficient

Advanced

Proficient


Business Process Owner – Skill Profile

Q u ality m anagem ent experience

Ch ange m anagem entexperience

Training experien ce

Business con sulting know ledge

P ro ject m anagem en t experien ce

G eneral K now ledge

Com puting Skills /K now ledge Datab ase kn ow -how

In ternettechnolog y

Testingexperien ce


Netw ork tech nology

(SA P) In terface

experience

m ySAP.co m

W orkplace

m yS AP.com

Co m p on ents

AB AP

m ySA P.com core

AcceleratedS AP

SA P (P roduct)K now ledge

In du stry experience

N on e

B asic

A dvan ced

Proficient

O perating system s

A dvan ced

B asicB asic

Profic ient

A dvan ced

Proficient


OCM Expert – Skills Profile

Quality management experience


Training

experience


Project managem ent experience

General Knowledge/Experience

Computing Skills/Knowledge Database know-how

Internet

technology

Testingexperience

Programming language(s)

Network technology

(SAP) Interface

experience

mySAP.com

W orkplace

mySAP.com

Components

ABAP

mySAP.com core

AcceleratedSAP


Industry

experience

None

Basic

Advanced

Proficient

Operating system(s)

Advanced

BasicBasic

Proficient

Advanced

Proficient


Program/Project Manager – Skills Profile

Q uality m an agem ent experience

Ch ange m anagem ent

experienceTrain ing

experience

Business con sultin g know ledge

Pro ject m anagem ent experien ce


Com puting Skills/K now ledge Datab ase know-how

In ternettechn olog y

Testingexperience

Pro gram m ing language(s)


(S AP ) In terface

experien ce

m ySAP.com

W orkplace

m ySAP.com

Com p on ents

AB AP

m ySAP .com core

AcceleratedSAP

SA P (P roduct)Know ledge

In du stry exp erience

N one

B asic

A dvanced

Proficient

O perating system s

A dvanced

B asicB asic

Profic ient

A dvanced

Proficient


Programmer/Developer – Skills Profile

Q uality m anagem ent experience

Change m anagem entexperience

Train ing experience

B usiness consulting know ledge



C om puting Skills/Know ledge Database know -how

In ternettechnology

Testingexperience


N etwork techno logy

(SAP) In terfaceexperience

m yS AP.com W orkp lace

m yS AP.com C om ponents

ABAP

m yS AP.com core

AcceleratedS AP

SA P (Product)K now ledge

Industry experience

N on e

B asic

A dvanced

Pro ficient

O perating system s

A dvanced

B asicB asic

Pro ficient

A dvanced

Pro ficient


SAP Reviewer – Skills Profile


Change m anagem ent

experienceTrain ing

experience

Business consulting know ledge

P roject m anagem ent experience

G eneral Know ledge/E xperience

Com puting Skills/K now ledge Database know-how

Internettechnology

Testing

experience

P rog ram m ing language(s)


(S AP) Interfaceexperience


m ySAP .com

Com po nents

ABAP

m yS AP.com core

AcceleratedSAP

SAP (Product)Know ledge

Industry

experience

N one

B asic

A dvanced

Proficient

O perating system s

A dvanced

BasicB asic

Proficient

Advanced

Proficient


System Administrator – Skills Profile

Quality m anagement

Change m anagem ent

Training experience



General Know ledge

Com puting Skills

Database know-how

Internet

technology

Testingexperience


Network technology


m ySAP.com workplace

mySAP.com com ponents

ABAP

m ySAP.com core

AcceleratedSAP


Industry experience

None

Basic

Advanced

Proficient

Operating system s

Advanced

BasicBasic

Proficient

Advanced

Proficient


Technical Consultant – Skills Profile



Training

experience





Database know -how

Internettechnology

Testingexperience


Network technology



m ySAP.com

Com ponents

ABAP

m ySAP.com core

AcceleratedSAP


Industry

experience

None

Basic

Advanced

Proficient


Advanced

BasicBasic

Profic ient

Advanced

Proficient


Technical Team Member – Skills Profile

Q uality m an agem ent experience

C hange m an agem ent experience

T ra in ing

experience

B usiness consulting know ledge


G eneral K now led ge/E xperience

C om puting S kills/K now ledge

D atabase know -how

Internettechno log y

Testing

exp erience


N etw ork technology

(SA P) In terface

experience

m ySA P.com

W orkp lace

m ySA P.com

C om po nen ts

A BA P

m ySA P.com core

A ccelerated SA P

S AP (P roduct)K now ledge

Industry

experience

N one

Basic

Advanced

Pro ficien t


A dvanced

BasicB asic

P ro ficient

Advanced

P ro ficien t


Training and Documentation PM/PL – Skills Profile

Quality managem ent experience

Change management experience

Training experience


Project m anagement experience


Com puting

Skills/KnowledgeDatabase know-how

Internettechnology

Testingexperience

Program ming language(s)

Network technology



mySAP.com Com ponents

ABAP

m ySAP.com core

AcceleratedSAP


Industry experience

None

Basic

Advanced

Proficient

Operating system (s)

Advanced

BasicBasic

Proficient

Advanced

Proficient


Project Management Role - Customer

- Works in coordination with the TeamSAP Project Manager to make all

project relevant decisions

- Owns project deliverables and responsible for day-to-day project

management.

- Primary liaison with the steering committee and project sponsor, as well

as the SAP (or partner) consulting team.

- Definition of the implementation strategy; preparation and maintenance of

the project plan, project budget, and work plan

- Acquisition, assignment and management of project resources

- Communication of project status to the steering committee, project

sponsor, and the project team

- Streamlining the issue resolution process

- Ensure that the project is well communicated and received by all

stakeholders


Project Management Role - TeamSAP

- Works in coordination with the Customer Project Manager to make all

project relevant decisions

- Organize and coordinate consultant (and skills) resourcing

- Providing methodology for SAP’s accelerated implementation approach and

check that the methodology is really used

- Assisting project management and project team in internalizing the

AcceleratedSAP Implementation Roadmap

- Aiding in the definition of project deliverables and critical target dates to be

reflected in the project plan

- Assisting in the definition of project scope and objectives

- Aiding in the resolution of issues when necessary

- Assisting project managers, consultants, and individual teams when

necessary in the completion of any tasks

- Encouraging and facilitating the change over of project ownership and SAP

knowledge from the consulting team to the customer project team and core

team members

sap implementation methodology

Documents

exp erien

ag em en

ro je ct

core team

va nc ed

xp erien ce

project management

rk te ch