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SAP Solution Manager: Platform for SAP Projects
SAP Field Services
Title of Presentation, Speaker Name / 2
Standard Customer Environment
Customer Solution
Missing Integration !!!
Blueprint Configuration
Blueprint Configuration
Test Management
Test Management
Project Management
Project Management
SolutionMonitoringSolution
Monitoring
KnowledgeTransfer
KnowledgeTransfer
SupportDesk
SupportDesk
ChangeManagement
ChangeManagement
Service DeliveryService Delivery
Title of Presentation, Speaker Name / 3
SAP Solution Manager: Mission Statement
With SAP Solution Manager, you can manage yourSAP solution throughoutthe entire life cycle to...
ensure reliabilityreduce Total Cost of Ownershipincrease Return on Investments
SAP Solution Manager is deliveredas part of your annual maintenance fee!!!
... And here is how you can achieve the benefits:
Title of Presentation, Speaker Name / 4
A Different Approach
A different approach is required for managing IT solutions
It is characterized by the following aspects
IntegrationIntegration is vital because you need one place where all information comes together
Life-cycle orientationLife-Cycle Orientation is vital because it structures the customers’ tasks that customers from a time perspective
Business-process orientationBusiness processes are the glue for the information which is acquired during the software life-cyle
Title of Presentation, Speaker Name / 5
4 Process Group
5 Processes
2 Enterprise Area
3 Scenario
SAP Reference Structure
1 Business Processes
The “old” and the “new” way
4 Process Groups
4 Process Step
2 Business Scenario
3 Business Process
SAP Reference Structure
1 Project Name
SAP Solution ManagerSAP Solution ManagerASAP Q&AdbASAP Q&Adb
Title of Presentation, Speaker Name / 6
How to describe Solutions?
3 Level Approach used internally and externally to describe a business oriented view
Used by SAP Development to structure all SAP solutions
Business Scenario
Process Step
ProcessVisualized by
ComponentView
Transactions
Bus
ines
s vi
ew /
As
is –
To b
eSo
ftwar
eVi
ew
Title of Presentation, Speaker Name / 7
SAP Solution Manager – Where does it Live?
Customer's System Landscape
SAP Service Marketplace
3.1I3.1I
SCMSCM
CUSCUS
FVSFVS4.6C4.6C
PLMPLMCRMCRM
4.6C4.6C
PRD
3.1I3.1I
4.6C4.6C
CRMCRM
4.6C4.6C
FVSFVS
QAS
DEV
CUSCUS
CUSCUS
SAP SolutionManager
RFC/Agents RFC/Agents
Data Collectors
RFC/Agents
Title of Presentation, Speaker Name / 8
SAP Solution Manager – Offerings
Content
Gateway to SAP
Tool
Open End-to-End Application/Technology Management & Maintenance
Document ImplementTrainTest a deploymentSupport and maintainMonitor and optimizeControl changeManage incidents
MethodologiesRoadmapsServicesBest Practices
SAP Active Global SupportSAP Development
Service Delivery Platform
Title of Presentation, Speaker Name / 9
Solution Manager in Project Preparation
ProjectPreparation
Project Issue
ManagementDefine Project
SystemLandscape
SAP Solution Manager
What do I need to set-up in SM?
Key WordCategories
DefineStatuses
Project TeamAuthorization
Profiles
DocumentManagement
DefineHigh Level
ScopeLeverage
Scopefrom different
Projects
Upload Roadmap
ASAP Phase:
Title of Presentation, Speaker Name / 10
How SAP delivers ASAP Roadmaps
AcceleratedSAP Roadmap delivered via SAP Service Marketplace, SAP Solution Manager and SAP Roadmap Composer (SAP Consulting internal toolset).
SAP Internal
For external
audiences
Title of Presentation, Speaker Name / 11
Project Preparation - Define Project
Project AdministrationChoose your project type
Define general project data
Implementation ProjectImplementation of SAP solutionsTemplate ProjectCreation of re-usable solutions
Implementation ProjectImplementation of SAP solutionsTemplate ProjectCreation of re-usable solutions
Person responsible for the projectLanguage of the project Overall project statusProject time frame for plan and actual data
Person responsible for the projectLanguage of the project Overall project statusProject time frame for plan and actual data
Title of Presentation, Speaker Name / 12
Define Project – General, Landscape, Standards ...
Define project dataPerson responsible for the projectLanguage of the project: determines in which language the documentswill be accessed from knowledge warehouseOverall project statusProject time frame for plan and actual data
Assign project team membersAssign generic or existing users as potential resources for the projectAssign Project team members to tasksin a project structure (e.g. Solar01)Direct access to user maintenance
Define Project StandardsSet status values to be used during the projectKeywords as search criterias for documentation in reporting
Select and/or define document types and related templates (Button: Project template)
Define project dataPerson responsible for the projectLanguage of the project: determines in which language the documentswill be accessed from knowledge warehouseOverall project statusProject time frame for plan and actual data
Assign project team membersAssign generic or existing users as potential resources for the projectAssign Project team members to tasksin a project structure (e.g. Solar01)Direct access to user maintenance
Define Project StandardsSet status values to be used during the projectKeywords as search criterias for documentation in reporting
Select and/or define document types and related templates (Button: Project template)
Title of Presentation, Speaker Name / 13
Define document strategy
BusinessScenario
BusinessProcess
ProcessStep
A Business Scenario is a set of processes that define a business task in a comprehensive and self-contained manner on a macro level
A process is a set of logically related activities performed to achieve a defined business outcome (cf. Davenport & Short, 1990)
A process step is an elementary activity performed to accomplish a process
Demand Planning
Sales Order Processing: Make/Assembly To Order
Create Inquiry
Transaction(s)VA11 Create InquiryVA12 Change InquiryVA13 Display InquiryVA15 Inquiries listV.03 List of Incomplete Inquiries
Title of Presentation, Speaker Name / 14
Project Standards – Documentation types
Define docu typesCreate own docu types and import templateChange existing docu types/templates
Define docu typesCreate own docu types and import templateChange existing docu types/templates
Blueprint-Relevant??
Blueprint-Relevant??
File extension: determines Which editor to launch ifno template is set
File extension: determines Which editor to launch ifno template is set
Several documents: determines whether more than one document of the docu type can be attached to one structure item
Several documents: determines whether more than one document of the docu type can be attached to one structure item
Global doc.:Docu type automatically assigned to projects while project is created
Global doc.:Docu type automatically assigned to projects while project is created
Title of Presentation, Speaker Name / 15
Issue Management with Service Desk
Capture, process, track project issues in one place
Capture, process, track project issues in one place
Title of Presentation, Speaker Name / 16
Project Management Tasks – Project Preparation
Project Schedule GuidelinesGuess what happens ???Schedule for Project Planning WBS 1.1.2.3.0
High Level Project schedule management
Prepare the risk log along with risk mitigation details
Project risk not documentedPMM 2.2.7Risk and Response Log
SAP Roadmap Composer
RC-SolMan Integration.doc
Project team will lack guidance, it is hard to create WBS, project deliverables will not be understood
n/aCreate project roadmap
Project CharterAn authorized project is not created in Solution Manager
WBS Element 1.1.2.1.0Create Project
MS Projectoptionally document milestones in Solution Manager
Progress of the Project is not monitored regularly
Define and Track Major & Minor Milestones
Useful Accelerators What if not doneASAP Implementation Roadmap WBS
Project Management Task
MS ProjectIdentification of Project team members and roles (customer, partner and SAP Resources)
Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0)
Project Resource management
Hand-off checklist
How to create project specific roadmap (Roadmap Composer);
Scope management Plan
Expected deliverables are not properly defined and described in details
Define Project specific Roadmap; Any industry or solution specific activities and tasks
Scope of Project
Define standard settings in solution manager.pdf
Project documentation naming convention and repository guidelines.doc
The team will be following individual standards & approaches that will not lead to an efficient project
Implementation Standards (WBS 1.3 DG)
Define Project Procedure and Standards
Title of Presentation, Speaker Name / 17
Demo and Exercises
Project Preparation – Demo and Exercises
Title of Presentation, Speaker Name / 18
Business Blueprint
Issue Management
Detailedscoping
Capture & document
requirements
SAP Solution Manager
How do I manage Business Blueprint in SM?
DocumentVersion control
Store all requirement
documentation
Direct LinkTo SAP
Documentation
Effective Status Mgmt.
LeverageScope
from differentProjects
BusinessBlueprint
Graphicalview of
Reference Structure
ASAP Phase:
GenerateBusiness Blueprint
Title of Presentation, Speaker Name / 19
Business Process Structure
BusinessScenario
BusinessProcess
ProcessStep
A Business Scenario is a set of processes that define a business task in a comprehensive and self-contained manner on a macro level
A process is a set of logically related activities performed to achieve a defined business outcome (cf. Davenport & Short, 1990)
A process step is an elementary activity performed to accomplish a process
Demand Planning
Sales Order Processing: Make/Assembly To Order
Create Inquiry
Transaction(s)VA11 Create InquiryVA12 Change InquiryVA13 Display InquiryVA15 Inquiries listV.03 List of Incomplete Inquiries
Title of Presentation, Speaker Name / 20
Business Blueprint – Capture Requirements
Create, edit, store, upload and download requirements documentsPredefined templates / document types for
Scenario descriptions, diagrams, installation guides Customer Input TemplateDevelopments - Interfaces, Forms, Reports
Use own templatesReporting features to track and filter on documents
Business Process requirementsBusiness Process modelsDevelopments (Reports, Interfaces, Conversions and Enhancements)Other documentsBP transactions
Title of Presentation, Speaker Name / 21
Implementation Content in Detail – Component View
Scenario
Business Process 1
Business Process 2
Process Step 1
Process Step 2
...
Process Step 1
...
Component View
VISUALIZE flow of business processes and process steps
Show components required by business scenario or process
Show business partners or external software required by the business scenario or process
Transfer Campaign, Target Group, Products, Attachments, Alloc. to Mobile
CRM MOBILE CLIENT
Transfer Activities to CRM Mobile
Reference to Business Process: Customer Visit and Order Entry
CRM SERVER
Create Campaign
Reference to Business Process: Target Group Creation
Create Collaterals
Allocate to campaign
Plan Key Figures
Plan Allocations
Release Campaign
Transfer Campaign
Transfer Target Groups
Execute Campaign
Reference to Business Process: Lead Processing
Reference to Business Process: Order Process in B2B eSelling
Reference to Business Process: Order Process in B2C eSelling
SAP R/3
Create Accounting Object (WBS)
Post Direct Marketing Costs to Accounting Object (WBS)
Settle Direct Marketing Costs to Profitability Segment
Load Cost Drivers
Assess Overhead Costs to WBS Element
SAP SEM
Perform Market Analysis
Update the Campaign Hierarchy
Load Campaign Attributes
Update the Key Figures for the Campaign
Load Allocations
Update Direct Marketing Costs Info
Update Activities Info
Update Overhead Costs Info
Perform Campaign Analysis
Scenario-oriented structure (= Business Process Hierarchy)
Transaction…
Title of Presentation, Speaker Name / 22
Implementation Content in Detail - Documentation
Scenario
Business Process 1
Business Process 2
Process Step 1
Process Step 2
...
Process Step 1
...
Documentation
Describes use and application of business scenarios and processes=> the complete Business Blueprint documents
Context-dependent online help*
Available SAP training offerings*
BusinessScenario
Documentation
* Optional delivery
Transaction…
In Knowledge WH with- Versioning- Authorization- Status,…
Title of Presentation, Speaker Name / 23
Implementation Content in Detail - Transactions
Transactions/URLs
Match scenario-oriented approach to functions in SAP world
Evaluate/test-drive SAP Software in a customer project during the Business Blueprint Phase
Organize and test SAP solutions
Scenario
Business Process 1
Business Process 2
Process Step 1
Process Step 2
...
Process Step 1
...
Transaction…
Title of Presentation, Speaker Name / 24
Generate Business Blueprint
Generate Business Blueprint Document for sign-off
Title of Presentation, Speaker Name / 25
Status Reporting
Possible to Report
- SCOPE- TRANSACTIONS- DOCUMENTATION- PROBLEM MESSAGES- TEST STATUS
Set up Report Variants for commonrequests e.g. specific Doc Type report
Title of Presentation, Speaker Name / 26
Reporting – some examples
SCOPE (by process with no transaction information)Use the report “General Status Analysis” from the report menu:
Analysis > Project > Business Blueprint > Administration
TRANSACTIONSUse the report “Transactions in Implementation (or Template) Project” from the report menu:
Analysis > Project > Business Blueprint > Assignments.
DOCUMENTATIONUse the report “Documentation” from the report menu:
Analysis > Project > Configuration > Assignments
PROBLEM MESSAGESUse the report “Problem Messages” from the report menu:
Analysis > Project > Configuration > Assignments
Title of Presentation, Speaker Name / 27
Downloading Reports to MS Excel
When the reports are run there are two routes for taking the report to MS Excel:
Hierarchy (standard) View: set column width when viewing full structure; print preview entire hierarchy; menu option system > list > save as …
Process structure shown in individual columnsSome blank lines are inserted in the MS Excel view of the reporthierarchy.
Table View: Switch to table view ; adjust column display; use buttons to download to local file or spreadsheet
Process structure shown in a single column.See the column “node type” to help filter reportIt is sometimes difficult to see the true assignments of resources and transactions to the process structure when in ‘table’ view
It is a personal choice as to which of the above views is preferable.
Title of Presentation, Speaker Name / 28
Project Management Tasks – Business Blueprint
Solution Manager – Process Library, Blueprinting FunctionsCI TemplateFunctional Specification Template
Implementation team has no idea what they are doing in realization, project is out of control
2.3 and 2.6Define Solution Requirements
(Define Product)
SOLAR_EVALProgress is hard to understand, sponsor may get curious
2.1.2.9 Status ReportsGenerate Report
Service Desk functionalityIssues are not being resolvedWBS 2.1.2.4.0Issue Management
MS ProjectProgress of the Project is not monitored regularly
Track Major & Minor Milestones; Update Schedule
Useful Accelerators What if not doneASAP Implementation Roadmap WBS
Project Management Task
Project Schedule GuidelinesResource and Task assignment can not be tracked, project is out of control
Schedule for Project Planning WBS 1.1.2.3.0
Project schedule management
Resource management PlanIdentification of Project team members and roles (customer, partner and SAP Resources)
Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0)
Project Resource management
Hand-off checklist
How to create project specific roadmap (Roadmap Composer);
Scope management Plan
Scope as defined in the Project Plan is not realized; More or less scope is not desirable
Project specific roadmapDetailed scoping
Title of Presentation, Speaker Name / 29
Demo and Exercises
Business Blueprint – Demo and Exercises
Title of Presentation, Speaker Name / 30
Realization
Access IMG and configure solution
Capture configuration documenation
SAP Solution Manager
Key Realization activities enabled in Solution Manager
Document test cases
Keep config in sync between
systems
FRICEW Developments
Realization
Plan and perform unit
tests
Plan and execute integration test
Store and Manage training docu
Plan and perform cycle tests
ASAP Phase:
Title of Presentation, Speaker Name / 31
Realization – Configure Business Processes
Configuration of process requirements, specified in the Business Blueprint
Automatic assignment to transactions and BC Sets through use of objects from the Business Process Repository
Re-use of Configuration via BC Sets, e.g. in a Rollout location
Re-use of Configuration via BC Sets, e.g. in a Rollout location
Configuration via Implementation Guide (IMG)Configuration via Implementation Guide (IMG)
Define and assign test casesDefine and assign test cases
Title of Presentation, Speaker Name / 32
Configuration in Detail
Perform configuration linked to IMG:Assign related IMG area to process/process step For each process step, navigate to the IMG (F4 in Object column) of related SAP componentsDocument configuration settings
=> Attach additional documentation for configuration- IMG- Solution Manager
=> Could be done via BC-sets as well (for documentation)
Perform configuration linked to IMG:Assign related IMG area to process/process step For each process step, navigate to the IMG (F4 in Object column) of related SAP componentsDocument configuration settings
=> Attach additional documentation for configuration- IMG- Solution Manager
=> Could be done via BC-sets as well (for documentation)
Title of Presentation, Speaker Name / 33
Create and Assign Additional Customizing Objects
Create and assign customizing objects:Select object type (e.g. IMG)Select row and press Add button Launch IMG-Object in component systemConfigure IMG Object and store back to Solution ManagerMaintain status and responsible per object
Create and assign customizing objects:Select object type (e.g. IMG)Select row and press Add button Launch IMG-Object in component systemConfigure IMG Object and store back to Solution ManagerMaintain status and responsible per object
Title of Presentation, Speaker Name / 34
Realization – Development Requirements (FRICEW)
Define Customer createdtransactions, user exits & other reports related to the business process
Define Customer createdtransactions, user exits & other reports related to the business process
Identifies the Business process that requires development work to address the Gaps define during Business Blueprint
Additional FRICEW requirements identified during business blueprint
Attached completed program / user exits to the Business process requesting the development
Attached completed program / user exits to the Business process requesting the development
Title of Presentation, Speaker Name / 35
Realization – Testing
Central definition and preparationof test plans and packagesAssign test packages to Testers
Central definition and preparationof test plans and packagesAssign test packages to Testers
Testers find test packages in theirpersonal Worklist and execute thetest e.g using eCATTs
Testers find test packages in theirpersonal Worklist and execute thetest e.g using eCATTs
Check the status of your testsin the Status Info System Check the status of your testsin the Status Info System
Business Blueprint& Configuration Test Plan
Register in Web Shop
Select Product
Update Shopping Basket
Business-to-Consumer
Create Order
Process Order
Order Processing
Business Processes
Internet Sales: B2C
Selected Business Scenarios
BC Register in Web Shop
Select Product
Update Shopping Basket
Business-to-Consumer
Create Order
Process Order
Order Processing
Business Processes
Internet Sales: B2C
Selected Business Scenarios
Title of Presentation, Speaker Name / 36
Central Test Coordination
Example: Sales Order Processing
Create Sales Order
Configure ProductsAvailability Check
Determine Conditions
Credit Check
Receive OrderReplicate Order
Order Confirmation
Maintain Status
SAP CRM SAP APO SAP R/3
Test Management
Test Execution
SAP Solution Manager
Title of Presentation, Speaker Name / 37
Usage of Test Workbench in Solution Manager
Test Plan Management (transaction STWB_2)Define test plan according to your solution manager project Create Test PackagesAssign Tester to Test packagesDisplay Test Package => expand structure => test cases visiblePossibility for Status Analysis => test cases visible
Testing (transaction STWB_WORK)Tester will find the worklist with the assigned Test PackagesSelect Test PackageExpand structure => test cases visibleTest
test the functionality with reference to the test case directly in your test system Maintain status for the test case within Test Package in Solution Manager
Make Status Analysis via Test Packages in Test Plan Management (transaction STWB_2)
Title of Presentation, Speaker Name / 38
Realization – E-Learning Materials
Store recorded learning materials into a project in
SAP Solution Manager
Store recorded learning materials into a project in
SAP Solution Manager
Title of Presentation, Speaker Name / 39
Status Reporting
Possible to Report
- SCOPE- TRANSACTIONS- DOCUMENTATION- PROBLEM MESSAGES- TEST STATUS
Set up Report Variants for commonrequests e.g. specific Doc Type report
Title of Presentation, Speaker Name / 40
Project Management Tasks - Realization
SOLAR_EVALProgress is hard to understand, sponsor may get curious
3.1.2.9 Status ReportsGenerate Report
Service Desk functionalityIssues are not being resolvedWBS 2.1.2.4.0Issue Management
MS ProjectProgress of the Project is not monitored regularly
3.1.3 Project Plan UpdatedTrack Major & Minor Milestones; Update Schedule
Useful Accelerators What if not doneASAP Implementation Roadmap WBS
Project Management Task
Project Schedule GuidelinesResource and Task assignment can not be tracked, project is out of control
Schedule for Project Planning WBS 1.1.2.3.0
High Level Project schedule management
Resource management Plan
MS Project
Identification of Project team members and roles (customer, partner and SAP Resources)
Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0)
Project Resource management
Project PlanScope Management PlanChange LogRisk and Response LogProject Budget
Scope creep is rearing its ugly head; Project hard to manage; Lots of arguments with client and project team, Cost impacted, Timeline impacted
3.1.2.2 Request for Change
Scope Change Management
Title of Presentation, Speaker Name / 41
Demo and Exercises
Realization - Demo and Exercises
Title of Presentation, Speaker Name / 42
Final Preparation, Go Live & Support
SAP Solution Manager
Final Preparation
Go Live & Support
Pre go-live SAP Services
Stress TestingCapture lessons learned
Setup Operations
Support
Handover of solution
Project Closeout Report
Title of Presentation, Speaker Name / 43
Reporting at a Glance – for Closeout Report
Possible to Report
- SCOPE- TRANSACTIONS- DOCUMENTATION- PROBLEM MESSAGES- TEST STATUS
Set up Report Variants for commonrequests e.g. specific Doc Type report
Title of Presentation, Speaker Name / 44
Project Management Tasks – Final Prep. and GoLive
Lessons Learned documentContinuous learningConsolidate Project Lessons learned ( WBS 5.4.2.3)
Lesson Learned
Project Close out report template
Project officially closed, release of resources complete, deliverables accepted
Prepare Project review closeout report (WBS 5.4.2)
Project Close out report
Deliverables Acceptance template
No common understanding with customers on accepted and delivered solution
Final Customer Acceptance (WBS 5.1.4)
PMM WBS 5.1.2
Deliverable Acceptance
Useful Accelerators What if not doneASAP Implementation Roadmap WBS
Project Management Task
Project Survey document
Customer survey document
Customer satisfaction, project team satisfaction
Administer Surveys (PMM WBS 1.2.1)
Surveys
Resource management Plan
MS Project
Identification of Project team members and roles (customer, partner and SAP Resources)
Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0)
Project Resource management
Project PlanScope Management PlanChange LogRisk and Response LogProject Budget
Scope creep is rearing its ugly head; Project hard to manage; Lots of arguments with client and project team, Cost impacted, Timeline impacted
3.1.2.2 Request for Change
Scope Change Management