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Supporting SAP business processes with ECM SAP Extended ECM by OpenText

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Page 1: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Supporting SAP business processes with ECM

SAP Extended ECM by OpenText

Page 2: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 3: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Data

Ancient Ruins Archaeology Cliffs Sunny Sand Beach Central America

Page 4: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Context and Content

Page 5: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Connecting Content with Processes

Processes Content

Business Value

Drive the Work… …Provides the Context

Page 6: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 7: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

=

Page 8: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 9: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 10: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 11: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 12: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 13: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

OpenText Extended ECM Connecting Users and Content, Inside and Outside of SAP

SAP User

Workspace

Non-SAP User

Page 14: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 15: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

SAP Extended ECM by OpenText

Industry and Processes Experience

Page 16: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 17: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Joint Customers in Engineering & Construction - EMEA

Page 18: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 19: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Consumer Products – Joint Customers EMEA

Food Beverage

Page 20: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Consumer Products – Joint Customers EMEA

Home &

Personal Care

Consumer Durables &

Home Appliances

Apparel &

Footware

Page 21: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 22: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Joint Customers Public Sector – EMEA in Local Government

Page 23: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Joint Customers Public Sector – EMEA in Central Government

Page 24: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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.

Page 25: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 26: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

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

Page 27: Supporting SAP business processes with ECM · PDF fileSupporting SAP business processes with ECM SAP Extended ECM by OpenText . SAP and OpenText – 20 Years of Partnership 2011 1992

Thank You

Q&A