Shadi Almasri Go digital with information content by Open text Forum SUGMENA KSA

26 May 2014 – Riyadh, Saudi Arabia

Go Digital with Information Content

by

Shadi Almasri, Senior Solution Consultant

© 2014 SAP AG or an SAP affiliate company. All rights reserved. 3 Public

Agenda

• SAP & OpenText

• SAP Solution Extensions by OpenText

• SAP Extended ECM by OpenText

• SAP Content Management for Microsoft SharePoint by OpenText

• SAP File Management by OpenText

• SAP Vendo Invoice Management by OpenText


SAP and OpenText – 20 Years of Partnership

SAP Extended ECM

OpenText

acquires IXOS

SAP Archiving &

Document Access

SAP Invoice Management

SAP Digital Asset Management

SAP Employee File Management

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

1992

1997

2000

2003

2007

2008

2009

2010

Co-innovation CMIS interface

2011

2012

2013


PARTNERSHIP – Unique for the Customer & Best in

Industry

PRODUCT

QUALITY

BEST IN

CLASS EIM

SOLUTIONS

FOR SAP

LONG TERM

ROADMAP

SAFE

INVESTMENT

&

20 Years of Innovation & Partnership

4.500 Joint

Customer


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, >2,000 SAP resold customers

A Strategic Partnership: SAP and OpenText

Why the partnership matters to you


SAP Solution Extensions by OpenText

Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services



SAP Extended ECM by OpenText

Content in Business Context


SAP Extended ECM by OpenText

Put Content in Business Context

360°view of processes and business content

Seamless integration of ECM into SAP Business Suite

Access to content via preferred user interface (SAP, Desktop, E-Mail, Web, Portal)

It offers

Higher process efficiency through standardization and

automation of content-related processes

Cost reduction: less searching, copying,

transporting, printing and storing documents

Improved compliance and control

Effective collaboration of users across multiple depart-

ments and with external organizations inside/outside SAP

Better decision making by providing full transparency for

SAP- and non-SAP users

Resulting in

Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services


Process-centric Collaboration without Barriers

MS SharePoint

SAP ECC

SAP Portal

ECM Web

MS Windows

E-mail & MS

Office

Mobile Devices

SAP CRM / SRM


Extended ECM Connecting Users and Content in SAP and ECM

SAP User

Workspace

ECM User


Workspaces – SAP User Experience Business

Workspaces


Workspaces – CS User Experience Business

Workspaces


Purchase Order (PO) Workspace in Extended ECM Web UI

Related SAP Objects /

Workspaces

SAP ERP data for

Purchase Order

New / Modified Content

Activity Feed


Example: Workspace in MS Windows®

Windows Integration of

Extended ECM

Full ECM capabilities with

document preview, document edit

in MS Office, versioning, audit,

metadata, etc.

Complete SAP

hierarchy (e.g. FLOC,

EQUI) is automatically

available as Windows

folder structure

Windows &

Office


Extended ECM in Microsoft Outlook®

Drag & Drop

E-Mails from Outlook

to Workspaces

of Extended ECM

Full ECM capabilities with document

preview, document edit in MS Office,

versioning, audit, metadata, available

in MS Outlook

Complete SAP

hierarchy (e.g. FLOC,

EQUI) is automatically

available as Windows

folder structure

E-Mail

Client

SAP Content Management for Microsoft

SharePoint by OpenText

Collaborate in Context with SAP


SAP Content Management for Microsoft SharePoint by

OpenText

Certified for DoD 5015.2 and VERS

Compliant with ISO 15489, FDA 21 CFR Part 11, U.S.

Section 508 compliance, SEC 17a-4, CMIS

Physical Records Management

It offers

Long term preservation

Lower corporate risk

Litigation readiness

Increased productivity and reduced IT costs

Demonstrable governance and compliance with

complete lifecycle management of all relevant content

Resulting in

Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services


Combining the power of SAP, Extended ECM and

SharePoint

ERP Content

Financials, HR, Suppliers,

Assets, IT / Archiving

ECM Content

Documents / Records,

Paper, Web Sites, …

ECM User SAP User

Integrated

Workspaces

SharePoint Content

Collaborative Content,

Projects, Communications

SharePoint User


SharePoint User Interface for SAP Business Workspaces

Business Workspace

content displayed in

Enterprise Library

Web Part

Link to SAP GUI,

Business Relationships,

Recent Changes

displayed in Widget

Web Part

SAP metadata information

displayed in Widget Web Part


Creating New Business Workspaces from within

SharePoint

SAP Employee File Management by OpenText

Enable HR to Focus on People and Strategy


SAP Employee File Management by OpenText Enable HR to Focus on People and Strategy

Digital personnel files

Seamless integration into HCM

Archiving, scanning, workflow, viewing and email functionality

It offers

Higher process efficiency through process

standardization and automation

Cost reduction: less searching, copying, transporting,

printing and storing physical documents


Better service quality to managers and employees

More time in HR for strategic tasks

Support for multinationals and shared service centers

Resulting in

Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services


SAP Employee File Management : In Nutshell

Capture:

Scan, Drag & Drop

Barcode,

eMail, Self-Service

Upload , Mass Import.

Flexible

Folder Structure

HR Processes,

Follow Up, Workflow

Secure Archiving

Integration of SAP

Documents and SAP

Interactive Forms by

Adobe

Guest -User

Access

SAP GUI Retrieval

for HR Professionals

Secure Deletion

and Retention

Management

Web Access for HR

Professionals, Manager

& Employee Self Service

Activity Logging

SAP Employee

File Management

Employee

Interaction Center Reporting


User Experience Web Access for HR

Professionals, Manager

& Employee Self-Service


Full Text Search

Search Text

Search Attributes

HR Metadata Open Document, EFM

or HR Master Record

Hitlist with Document Preview Text Summary


Drag & Drop based File Upload in Web UI

Drop Documents from File Explorer to EFM Upload

Application

Preview on uploaded

documents


Reporting for HR Documents and Employee Files

Result list:

No document available

Document available but no longer valid

Document available and valid

Display

Results as bar

chart

SAP Vendor Invoice Management by OpenText

Streamlining Accounts Payable


SAP Invoice Management by OpenText Streamline Accounts Payable

Access and transfer ECM content from SAP in SharePoint

Access to SAP data in SharePoint

Manage content and collaborate in same business context as SAP user

It offers

Higher process efficiency through process

standardization and automation

Cost reduction: less searching, copying, transporting,

printing and storing physical documents


Better service quality to suppliers, auditors and

managers

More time in Finance for strategic tasks

Support for multinationals and shared service centers

Resulting in

Operations

HR

Finance

Purchasing

IT

R&D

Sales/ Services


OCR Option for

SAP Invoice

Management

Payment

SAP Invoice Management

Invoice

Recognition

Invoice

Processing

FAX

Paper

Pay

ERP (FI/AP)

Document Archiving & Viewing

Email

Automated reconciliation and posting

e-Invoice Channel

e.g. Ariba® Network

XML

OT Batch Pipeline

Document

Scan

e.g. SAP

Archiving -

Enterprise

Scan

e.g. SAP Archiving by Open Text

Document Archiving & Viewing

Vendor Invoice Management Process


Automated reconciliation and posting

SAP Invoice Management Business Rules

Incomplete data fields

are automatically

routed for completion

Meta data that is not in

the proper format is

routed for correction

Meta data that is not

compatible with master

data is routed for

correction.

Monitor

Duplication check

based on invoice data

field

Special role for

duplicate analyst

Easy to change

variables through

configuration

Prior invoice available

for comparison

Early detection

Released for payment

only after all resolution

Ensures all discounts

captured

30+ configurable PO

invoice rules

15+ configurable Non

PO invoice rules

Automated resolution

collaboration

Localized to meet legal

requirements

Supports straight

through posting

Automatically routes for

account coding,

validation and approval

Approval routing based

on configurable matrix

Includes single level

approval for PO

Invoices without GR

Configurable automatic

posting after approval

possible

Verify and complete

Check for duplicate

Business rules check

Approve Pay


OCR data completion: Invoice Header Data

© SAP

2008 /

Page

43

High productivity

handling OCR

exceptions using

synchronized

image and data

views


Actions Depend on the User Role


Key Process Analytics

© 2014 SAP AG or an SAP affiliate company. All rights reserved.

Thank you

Contact information:

Shadi Almasri

Senior Solution Consultant

[email protected]

UAE Mob: +971 50 101 1822

KSA Mob: +966 55 669 9110

mailto:[email protected]

Data & Analytics

Shadi Almasri Go digital with information content by Open text Forum SUGMENA KSA