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Golden Demo An Introduction to SAP Business ByDesign
SAP Business ByDesign Reference Systems
Demo Script
An Introduction to SAP Business ByDesign
Classification: Internal and for Partners
Version: 20171218
Golden Demo An Introduction to SAP Business ByDesign
Document Version: 20171218 2
Disclaimer
This demo script is based on the ByD Reference System for the Almika model company. There are several country versions
of the Almika ByD implementation available. The content is similar but deviates especially with respect to language support,
names and object descriptions. Sample data used in this demo script relates to the US country version – for other country
versions different data samples might be relevant.
A prerequisite for being able to fully understand this demo script and run the demo, is a sound system knowledge on SAP
Business ByDesign. General assumption is that you are familiar with the Learning Center content available in your ByD
system at: Home Self-Services – Learning Center.
Although the script has been tested carefully you might nevertheless encounter different system behavior when running a
demo in an actual Almika demo tenant.
Release Statement
This version of the demo script is released for the following country versions of the ByD Reference System for the Almika
model company:
• US – United Stated, as of demo release ByD 1705
• DE – Germany, as of demo release ByD 1705
• UK – United Kingdom, as of demo release ByD 1705
• FR – France, as of demo release ByD 1705
• AT – Austria, as of demo release ByD 1705
• CH – Switzerland, as of demo release ByD 1705
• NL – Netherlands, as of demo release ByD 1705
• CA – Canada, as of demo release ByD 1705
• MX – Mexico, as of demo release ByD 1705
• AU – Australia, as of demo release ByD 1705
• CN – China, as of demo release ByD 1705
• IN – India, as of demo release ByD 1705
The demo release basically is determined by the time when the demo tenant has been provisioned for demo usage, a demo
tenant provided between mid of March and mid of June 2018 is part of the demo release ByD 1802.
As of demo release ByD 1802 the release status of your ByD demo tenant can be identified in the Company-Specific-Help:
You can find a help entry “ByD <nnnn> Demo Guides <CC>” under Help – Company-Specific-Help. <nnnn> specifies the
demo release of your ByD demo tenant, e.g. ‘1802’ – released in February 2018. <CC> specifies the country version of your
demo tenant, e.g. ‘US’ – Almika US country version. The version-controlled demo guides provided in this help entry match to
the demo release and the country version of your ByD demo tenant. Please be aware that the demo guides are not specific
to the country version, only the version of the demo guide is specific to your ByD demo tenant.
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Table of Content
1 Demo Script Overview ................................................................................................................................... 4
1.1 Demo Overview ...................................................................................................................................... 4
1.1.1 Demo Focus .............................................................................................................................. 4
1.1.2 General Introduction .................................................................................................................. 4
1.1.3 Introduction to SAP Business ByDesign – General Theme .......................................................... 4
1.2 Intended Audience.................................................................................................................................. 5
1.3 Protagonists ........................................................................................................................................... 5
1.4 Business Pain Points .............................................................................................................................. 5
1.5 Key Messages and Value Proposition ..................................................................................................... 5
1.6 Story Flow Summary .............................................................................................................................. 7
2 Technical Requirements ................................................................................................................................ 8
2.1 Prerequisite ............................................................................................................................................ 8
2.2 System Access Information ..................................................................................................................... 8
2.3 User Accounts ........................................................................................................................................ 8
3 Demo Steps .................................................................................................................................................... 9
3.1 Focus on Business Analytics ................................................................................................................... 9
3.1.1 Home Page Personalization ....................................................................................................... 9
3.1.2 Adaptable View Options from the Home Page .......................................................................... 10
3.1.3 Different View Options by Selecting Different Key Figures ......................................................... 11
3.1.4 Different Layout Options Using Pivot Concept........................................................................... 14
3.1.5 Flexibility through MS Excel Integration .................................................................................... 14
3.1.6 Drill Down – Navigation Options from the Report ...................................................................... 16
3.2 Business Task Management ................................................................................................................. 18
3.2.1 Check Home Quick Links for Open Tasks................................................................................. 18
3.2.2 View Open Task ...................................................................................................................... 19
3.2.3 View Journal Entry ................................................................................................................... 22
3.2.4 View Document Flow – History of Business Transaction ........................................................... 23
3.2.5 Efficient Information Concept for Business Data: View Account Data ......................................... 24
3.2.6 Using Web Services ................................................................................................................ 28
3.2.7 Using Sticky Notes .................................................................................................................. 29
3.2.8 Create a New Business Task ................................................................................................... 31
3.3 Self-Services ........................................................................................................................................ 33
3.3.1 Self-Services Overview ............................................................................................................ 33
3.3.2 Learning Center Overview ....................................................................................................... 35
4 Scenario Quick Guide and Key Master Data ................................................................................................ 36
4.1 Adaptability: Focus on Business Analytics ............................................................................................. 36
4.2 Business Task Management ................................................................................................................. 37
4.3 Self-Services ........................................................................................................................................ 39
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1 Demo Script Overview
1.1 Demo Overview
1.1.1 Demo Focus
This demo script outlines the highlights of SAP Business ByDesign and shows you how to demo these capabilities along with
their benefits and how to deliver proof of the value propositions made in your demo.
In this demo, you will introduce general features of SAP Business ByDesign and demonstrate these features in the areas of
business analytics, business task management, and self-services. You will show typical key features of ByDesign and
explain to the end user how they can leverage these built-in features to best meet their particular business requirements and
how to adapt them, if necessary, to allow them to get the most efficient use out of the system.
The key features that are part of this introduction will help to prove the value statements that you will make and are also the
foundation for other more specific demos, as they all circle around ByDesign’s product key features of Transparency,
Adaptability and Efficiency, which, in turn, lay the foundations of Profitability and Growth, which are the main pillars of
any business.
Transparency is provided by Embedded Analytics, Document Flow, and Attachments
Efficiency is provided by Business Task Management and Integrated Best Business Practices.
Adaptability is provided by Configurable Dashboards, Customizable Reports, and Web Services to integrate to external
systems.
1.1.2 General Introduction
Obviously, no introduction of SAP Business ByDesign is complete without an initial general introduction to SAP and its
commitment to both large and SME enterprises. Here are some general concepts and keywords that you should include in an
introduction to SAP Business ByDesign.
SAP’s role as a leading enterprise software provider and its commitment to companies of all sizes
SAPs commitment to the customer’s industry (outline the range of industries that SAP covers)
Integration of SAP ByD with SAP business suite in large enterprise scenarios
Prominent names and success stories from ByDesign customers
Affordability – to refute the myth that SAP is only for large enterprises and is too expensive
Rapid time to value
You may, for example, want to point out that SAP’s best practices for success are based on the immense experience gained
in over 100.000 customer implementations.
You can find more suggestions on this introduction in the Level One presentation deck or the Whiteboard presentation
overview for ByDesign.
1.1.3 Introduction to SAP Business ByDesign – General Theme
When you give an overview of SAP Business ByDesign, it is essential that you elucidate your audience about the overall
value propositions of this solution with regard to the guiding principles of running an enterprise, that is, Profitability and
Growth.
In your demo, focus on the strengths of ByDesign and show how the solution supports the principles of growth and
profitability by providing
Transparency
Efficiency
Adaptability
So, each of these features and capabilities is ultimately linked to and in one way or another supports the ultimate principles of
Profitability and Growth.
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To provide some proof of the transparency that ByDesign offers, you will demo embedded analytics and full document
flow. You will point out that this helps to make better business decisions to improve profitability.
To demonstrate how ByDesign boosts efficiency, you can show how SAP has integrated best practices into the system,
which includes the integrated business task management, and which helps to improve collaboration and control of your
transaction flows. This efficiency concept addresses both profit and growth.
To provide evidence of the adaptability of ByDesign, you can explain how you can implement the parts of the system you
need today and add more functionality later. Point out that you can also configure the system to tailor the best practices
to your environment and demonstrate that each user can personalize the system to meet their specific needs. Again,
adaptability helps customers to streamline operations, so that they can address both improving profitability and configure
the system for different needs as they grow.
1.2 Intended Audience
SAP internal:
Pre-Sales Executives, Pre-Sales Solution Advisors
SAP external: CEO, CIO, Sales Management, SAP Partners, SAP Partner Presales
1.3 Protagonists
The main character of this demo story is Sales01P, who is a sales manager over both productions of materials as well as
professional services. The demo story takes you through a day in the life in his world.
Bob will start with a review of his dashboard including Leads, Opportunities, Quotes, and Sales Orders
o Bob will drill down in one report; create a new view without programming, and export the information to
Excel.
Bob then goes back to his home page to review his open tasks and drills down to prepare for a customer call
o He reviews details about the transaction and the account in general before linking out to Google Maps and
then finally creating a task for the service manager.
Bob then reviews the self-paced training available for a new sales representative.
1.4 Business Pain Points
Line-of-Business executives need a tailored dashboard to manage the business with the ability to drill down into details and
generate tasks across the organization. Many of our prospects are unable to do this today due to the following issues:
Disparate systems with limited integration do not provide a common platform for managing the business. Many times
Excel supports key business processes.
Reporting is difficult with different reporting tools for each of the disparate systems. In many cases they must manually
consolidate information in Excel from these disparate systems. The reporting tools of the past were difficult to use
without significant technical experience.
Training new employees is quite difficult because processes are ill defined.
1.5 Key Messages and Value Proposition
Overview
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A common ByDesign theme includes high level business goals to improve profitability, and build a foundation for growth. To
support these goals ByDesign provides Transparency, Efficiency, and Adaptability, as well as an integrated solution to
support a two-tier enterprise.
Key Features and Associated Benefits
Business Analytics
Over 400 embedded analytic reports are available in ByDesign out of the box
Different view options for reports (charts, tables, or both combined)
Adaptability of display and content:
o The end user, without programming, can change or modify a report to create new views by adding or
removing key figures / filters from your report
o Ability and ease of use to change table view with Pivot function by means of drag and drop
o Adaptability strengthens the transparency of the business information and thus adds to the efficiency of the reports.
o Efficient reporting is a crucial factor for the profitability of an enterprise
Rapid response time of reports through in-memory analytics
Bi-directional Integration with Microsoft Excel and particularly the Plug-in for Microsoft Excel that allows you to update
data from the system directly out of the MS Excel file. From within Excel, without having to go into ByDesign, you can log
on to ByDesign.
o Ability to download data into Microsoft Excel
Adaptability of reports from within Excel (plug-in allows you to do similar alterations to the report as you can do in
ByDesign)
o Transparency, because you get access to the information from within a tool that you’re very familiar with. So you
can log on to ByDesign and pull the information down that you want.
o Efficiency because you can define one of these reports and then re-use it and refresh it on a regular basis and
share it with everybody else.
o And Adaptability because you can come in and apply the customization and all the adaptability features of Excel
are automatically brought into the system here for you; so that you can change things very quickly.
Business Task Management
ByDesign has built into it a business task management that provides a work flow to you and allows you to effectively
collaborate with your colleagues.
o Easy access to task related business documents in the Quick links section (open tasks)
o Easily create new tasks for other colleagues from any document.
Improved efficiency from task management leads directly to improved profitability.
Best Business Practice Flows
Document flow provides transparency of business transactions (‘audit trail’)
SAP Business ByDesign and other SAP products supports the IFRS set of books and multiple currencies.
o This is important if you grow into an international environment. SAP has built its business on the ability to
manage international markets and transactions and supports growth of the enterprise in this environment.
Adaptability
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Adaptability of your Home page (embedded analytics, worklist, quick inks, etc.) to meet your specific business
requirements.
Adaptability of reports to suit specific business requirements
Web Services support provides access to industry solutions such as Google Maps.
Training can be adapted to meet company specific requirements.
1.6 Story Flow Summary
This demo is an introduction and does not show an end-to-end process but rather takes you through the key features of
ByDesign.
In the first part, which shows the Home page and some central features in Business Analytics, you will outline:
Adaptability of view options and other personalization features on the Home page.
Transparency provided by adaptable view and navigation options
Different adaptability features for reports (different key figures, pivot concept for different table layout)
Bi-directional MS Excel integration
The second part focuses on the built-in Business Task Management and includes the following activities:
Check Home Quick Links for Open Tasks
View Open Task
View Journal Entry
View Document Flow – History of Business Transaction
Efficient Information Concept for Business Data: View Account Data
Using Web Services
Using Sticky Notes
Create a New Business Task
The last section of your demo deals with Self-Services in ByDesign.
Providing a quick Self-Services overview
Giving a short Learning Center overview, including an e-learning example.
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2 Technical Requirements
2.1 Prerequisite
To be able to show the bi-directional integration with Microsoft Excel, you must have installed the Plug-in for Microsoft
Excel, which you can find in the Self-Services Overview of your ByDesign system (WoC Home Self-Services Overview).
Scroll down and click Install Additional Software in the section My Computer.
2.2 System Access Information
To run the demo, you need access to a ByD demo tenant for the Almika model company, which is available in different
country versions.
2.3 User Accounts
The following user accounts for ByD Almika implementation are to be used to run the demo:
Predefined User (Role) Password Component
SALES01P Welcome1 SAP Business ByDesign
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3 Demo Steps
3.1 Focus on Business Analytics
3.1.1 Home Page Personalization
What to say
Introduction
You are logged on to ByDesign as SALES01P and are on the ByDesign Home page.
Bob has personalized the layout of his home page to meet his particular job requirements as a sales manager. This
means he has included business analytics on this page so he can see the developments and figures he’s most
interested in straight away.(Please personalize the screen with your own favorites)
For example:
Sales Order Volume
Opportunity Pipeline
Profit Overview by Key Figure
Invoice Volume
Key Features and Advantages
Adaptability of your Home page (embedded analytics, worklist, quick links, etc.) to meet your specific business requirements.
Over 400 embedded analytics are available in ByDesign out of the box
Support for a variety of graphics including traffic light highlighting of tabular reports.
Value Statement
Easy access to information across the organization provides executives with the information they need to make better informed business decisions and take corrective action. This improves profitability.
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3.1.1 Home Page Personalization
What you Should See
Home work center
3.1.2 Adaptable View Options from the Home Page
What to say
Introduction
Bob wants to take a more detailed look at this sales order volume report, so he’s going to call up the report.
Key Features and Advantages
Different view options for each of these reports (charts, tables, or both combined)
Adaptability of reports to suit specific business requirements
Integration with Microsoft Excel and particularly the Add-in that allows you to update data from the system directly out of the MS Excel file for things like budgets.
Value Statement
The embedded analytics with In Memory reporting provide quick access to information.
What to Do
Work center Home
In the Sales Order Volume section, click
Select View: Sales Order Volume by Account and Selection: Last year
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3.1.2 Adaptable View Options from the Home Page
Click (Table and Chart) to show the different display options for a report.
What you Should See
Sales order volume report
3.1.3 Different View Options by Selecting Different Key Figures
What to say
Introduction
Point out that there are more ways to alter the views and see the information you’re interested in. You can alter the
view by adding or removing different kinds of information to get just the report data you want.
Key Features and Advantages
Adaptability of display and content: the end user, without programming, can change or modify a report to create new views
Ability to add or remove key figures / filters from your report
Rapid response time of reports through in-memory analytics
Value Statement
The ability to change these views from an end user perspective provides better business insight.
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3.1.3 Different View Options by Selecting Different Key Figures
What to Do
Select the view Sales Order Volume Chart and the Selection Last year to see the sales orders by volume by months.
Click (Table) to switch to the table view.
Click (Rows) , select Product Category and Account, deselect Month/ Calendar year
Then move the key figure Accounts to the first position
Save the new report view under a different name for further use:
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What you Should See
Key figure product category included in the report
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3.1.4 Different Layout Options Using Pivot Concept
What to say
Introduction
One more way to alter a table view is to apply the Pivot concept, which is known as a common feature in MS Excel.
You can easily do this in ByDesign by using the drag and drop function.
Key Features and Advantages
Ability and ease of use to change table view with Pivot function by means of drag and drop
Value Statement
Adaptability strengthens the transparency of the business information and thus adds to the efficiency of the reports.
Efficient reporting is a crucial factor for the profitability of an enterprise.
What to Do
Right Click the characteristic Product Category and choose Move to Columns. Now, the display is structured by
different product categories.
What you Should See
3.1.5 Flexibility through MS Excel Integration
What to say
Introduction
Like many ERP systems, ByDesign allows you to download reports into Microsoft Excel. The particular feature in
ByDesign is that the integration is bi-directional. You can access the current data in the system from the MS Excel file.
You can change the view of a report within Excel and save this new report variant in ByDesign for later use.
Key Features and Advantages
Ability to download data into Microsoft Excel
Integration with Microsoft Excel and particularly the Plug-in for Microsoft Excel that allows you to update data from the system directly out of the MS Excel file. Examples of updates from Excel include initial data imports and updates of budgeting information.
From within Excel, without having to go into ByDesign, you can log on to ByDesign.
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3.1.5 Flexibility through MS Excel Integration
Adaptability of reports from within Excel (plug-in allows you to do similar alterations to the report as you can do in ByDesign)
Value Statement
Excel integration also supports the three key concepts and key benefits of ByDesign:
Transparency, because you get access to the information from within a tool that you’re very familiar with. So you can log on to ByDesign and pull the information down that you want.
Efficiency because you can define one of these reports and then re-use it and refresh it on a regular basis and share it with everybody else.
And Adaptability because you can come in and apply the customization and all the adaptability features of Excel are
automatically brought into the system here for you; so that you can change things very quickly.
What to Do
Click: .
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What you Should See
MS Excel with integrated SAP Business ByDesign tab page.
3.1.6 Drill Down – Navigation Options from the Report
What to say
Introduction
When you are looking at a report, you can drill down from there to see other details, such as data about an account, or
about products that are used as a key figure; so analytics are also a tool for navigating through the system.
This is especially useful for exception-based reporting because you can directly jump from the report to a specific
exception you have identified in a report.
Key Features and Advantages
Many out of the box navigation options to drill down to different information levels.
Adaptability of navigation concepts to meet specific requirements.
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3.1.6 Drill Down – Navigation Options from the Report
Value Statement
This is another example of the efficiency concept that has been realized in the system.
What to Do
Go back to the Sales Order Volume table in the Business ByDesign System and click on the account CP100110.
In the context menu, select View Account Overview.
What you Should See
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3.2 Business Task Management
3.2.1 Check Home Quick Links for Open Tasks
What to say
Introduction
The next thing Bob wants to do while he is on his Home page is to take a look at some of his open tasks. He can find
these in the Home Quick Links section. As Bob is looking at his open tasks, he discovers that there are a few tasks
that he has not yet addressed.
Key Features and Advantages
ByDesign has built-in business task management that provides a work flow to you and allows you to effectively
collaborate with your colleagues.
Value Statement
Integrated work flow increases visibility of tasks and increases efficiency across the organization.
What to Do
Open an open task from the Quick Links section in the Home Center
Work center Home Overview
What you Should See
Open Tasks in the Home Quick Links
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3.2.1 Check Home Quick Links for Open Tasks
Open tasks list
3.2.2 View Open Task
What to say
Introduction
One of the tasks was sent to Bob by Iris Green, who is an accountant. Iris was looking at a particular invoice. She had
a phone call from Frank Sent. Frank wanted to ask Bob some questions. So, Iris sent this task directly over to Bob
and, while she was on that invoice, Bob gets this task. He only needs to click on it, and it takes him directly over to the
particular invoice that Iris has been working on.
In the view that opens, you can see the basic information about this particular invoice. And then, by selecting More,
you can see the detailed document flow, including the sales order, outbound delivery, customer invoice, and then the
payments.
Key Features and Advantages
Easy access to task related business documents
Document flow provides transparency of business transactions (‘audit trail’)
Value Statement
This example again speaks to the transparency concept within ByDesign, and this is a great example of the built-in
best practices within ByDesign that you get out of the box.
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3.2.2 View Open Task
What to Do Click on the open task “Call Frank Sent regarding Invoice”.
In the view that opens, comment on the basic information about this particular invoice on the General tab.
Click on the View All and open Document Flow tab to demonstrate the associated document flow of this invoice.
Note that the document flow has been tagged in the system with the tag GD-INTRO-PROD so that you can easily call it up.
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3.2.2 View Open Task
What you Should See
General information for this invoice
Document flow related to this invoice
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3.2.3 View Journal Entry
What to say
Introduction
Take the opportunity and explain a few general features in the journal entry view of this US GAAP set of books entry.
Key Features and Advantages
SAP Business ByDesign and other SAP products supports the IFRS set of books and multiple currencies.
Value Statement
This is important if you are planning growth into an international markets. SAP has built its business on the ability to
manage international markets and transactions and supports growth of the enterprise in this environment.
What to Do
From within the Document Flow view, on the Customer Invoice document (symbol), click on the icon, which opens the associated general ledger journal entry for this transaction in Financial Accounting and outline the associated features there.
Close the journal entry when you have finished.
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3.2.3 View Journal Entry
What you Should See
3.2.4 View Document Flow – History of Business Transaction
What to say
Introduction
Still looking at this particular invoice, we might have a question related to the originating sales order. To find the
answer, you could either directly call up the sales order by clicking on the link from here, or simply change your
perspective on the document flow and see that this sales order originated from a sales quote, which was created
from an opportunity, which came from a lead. So, all of this information is available. If you need to know anything
about these documents, you can follow up on the entire history of this business transaction.
Key Features and Advantages
Ease of access and transparency to related business information and a best practice business flow.
Value Statement
Transparency and rapid access to information related to business transactions allow efficient processing of business
document related data.
What to Do
Click on the anchor icon on the Sales Order tile to display the preceding business documents. (The Outbound Delivery anchor might have to be clicked first, in order to do so). The tags are currently not available in HTML5 yet
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3.2.4 View Document Flow – History of Business Transaction
What you Should See
3.2.5 Efficient Information Concept for Business Data: View Account Data
What to say
Introduction
Explain the two-level information concept for providing information on central business data, for example data on
accounts, suppliers, or products, etc. By default, in ByDesign this information is clearly arranged in overviews, which
cover most of the usual information requirements (“20% of the information that covers 80% of requirements”).
More detailed information can be easily accessed with the View All function, which also covers very specific details
that are not frequently needed.
Overview of the Account Data
Detailed view of account data
• Example 1: Communication data for this account
• Example 2: Check the change history of this data record
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3.2.5 Efficient Information Concept for Business Data: View Account Data
• Example 3: Explore the Attachments function
Key Features and Advantages
Built-in two-level information concept (structured by overview and detailed views) supports both efficiency and
transparency.
Value Statement
Efficient information layout helps you to get quickly the information you need when you need it.
Transparency because everything you need is available for you
What to Do
Navigate to the Account Overview
To do this, click on the link for the account Silverstar at the top of the Document Flow view that you have
opened from within the invoice.
Show the wealth of information the system provides on the Accounts Overview on the overview and detailed
views.
General tab displays basic account information including data such as address, contacts, relationships,
responsibilities, etc.
More detailed information on tab pages Sales, Service and Financials. So, for example, the Sales tab provides
information on quotes, leads, sales orders, and opportunities...
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3.2.5 Efficient Information Concept for Business Data: View Account Data
What you Should See
Overview of the data
What to Do Next
Open the View All / Detailed View
To see even more information, click View All and highlight some particular categories.
Click on the Communication tab and then on the Collaboration sub tab, for example, to find out whether this
particular customer wants to get an e-mail for their sales quote, or about other information. As this kind of
information is very specific and not frequently required, it is not shown on the overview screen, so it does not
clutter up the system.
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3.2.5 Efficient Information Concept for Business Data: View Account Data
What you Should See
Detailed view of account data
What to Do Next
Explore the change history of data record
To see the change history of this account data record, click the Changes sub tab and then click Go.
Explain that you can check all of the changes that were ever made in the other records; so this is an example of
all changes ever made to any particular corporate account record. So you can see when something changed,
who changed it, and as we scroll down what it changed from and what it changes to.
What you Should See
View of all changes made to this account data record
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3.2.5 Efficient Information Concept for Business Data: View Account Data
What to Do Next
Show the attachments function
Click the Attachments sub tab and show various attachments for this account record.
Explain that you can also attach different kinds of objects to this data record, such as links to Google docs,
images, Word documents, and links to a particular web site. These kinds of attachments are available throughout
the entire application, so that you can extend the application and bring in those things that are outside of the
system into ByDesign. This is an adaptability feature that you see across the board.
What you Should See
Example
3.2.6 Using Web Services
What to say
Introduction
In the Corporate Account Overview, explain the capability to integrate and leverage Web Services (in this case:
Google Maps) to provide additional useful information for this data record. By taking information, such as the address,
from the account’s record and adapting and sending it to a third-party application –Google Maps– you can combine
information from within ByDesign with other information that is in an external source.
Key Features and Advantages
ByDesign allows you to integrate external web services with functions in the system for quick and efficient flow of
information.
The integration of Google Maps can be used, for example to aid in navigation to a prospect.
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3.2.6 Using Web Services
Another Web Service example in the distribution environment is to capture the UPS tracking information and bring
that back into ByDesign. If anybody has a question such as “where’s my shipment”, you can easily link out to the
current information.
No programming is required to set this up, simply pass the appropriate parameters along; it only needs to be set
up once and then you can use it.
Value Statement
There are hundreds of industry solutions businesses can leverage to extend ByDesign utilizing web services so they
can improve efficiency.
What to Do Click Web Services Map/Directions (maps.google.com).
This shows you a Google map with the exact position where your customer Silverstar Wholesale Corp. is located.
What you Should See
3.2.7 Using Sticky Notes
What to say
Introduction
Apart from attachments, there is yet another function to provide information in the system. Sticky notes allow you to
place messages and reminders for yourself and for others in the system. Bob can create a private note, for example to
store a reminder in the system that is related to a certain task. Only Bob can see this note because he created it.
In this case it reminds him to follow up on a call he is expecting from his colleague Frank. This is not the kind of
information you would normally be able to put in most ERP systems, but we’ve made it real easy for you to with sticky
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3.2.7 Using Sticky Notes
notes. An example of a public note might be from the accounting department where they’re notifying you that we’re
going to change the credit limit on the account next month.
Key Features and Advantages
Sticky notes allow you to provide information for a limited or specific target group (or just for yourself) to a
particular screen or record in the application. This way you can most easily communicate task-related information
to others and also attach notes for yourself as reminders or additional information. This enhances the
collaborative strength of the system and its overall efficiency.
You can use the enterprise search to find a record that you put sticky notes on to make it very easy for you to
access that information, answer questions to your customers, provide good customer service.
Value Statement
Sticky notes are a great example of the adaptability of the system allowing you to support your unique business
requirements without the time and expense of custom programming.
What to Do
In the Corporate Account Overview, click on the context menu of the sticky notes icon in the upper right screen area and select Restore all Notes.
Point out that you can use the enterprise search to find records with sticky notes. You could, for example search for the term “credit limit” to find the information you are looking for.
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What you Should See
Restoring the sticky notes
Private and public sticky note
3.2.8 Create a New Business Task
What to say
Introduction
Bob may want to set up a new business task from here for his colleague Jack Ingersoll and ask him to organize a
meeting with this customer. All he needs to do is create a new business task and assign it to Jack.
Once Bob has created this task, Jack will get it the next time he comes into the system and he can come right over to
this particular account and go ahead and execute on that.
Key Features and Advantages
Business tasks and inquiries can be created easily from any document.
Value Statement
This feature again offers transparency as you can get access to the information you need, efficiency because we have
built in these tools that allow you to collaborate with your organization. From an adaptability perspective, we have
configurable work flow options for things like approval of purchase orders.
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3.2.8 Create a New Business Task
What to Do From the Corporate Account Overview of account Silverstar, click New Task.
In the task that opens, enter the addressee, the subject and a description.
Take the opportunity to highlight the auto-complete function. If Bob wants to send a task over to Jack Ingersoll
(E0112), for example, he just starts typing in the first characters here and the system proposes a shortened list of
possible entries for him to select from. And he can select from his list there for the appropriate employee.
Type in a title in the subject field: Set up a meeting and maybe also a note.
Explain the efficiency and transparency of the business task management and conclude this section of the demo.
What you Should See
Creating a new business task
Auto-complete function
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3.3 Self-Services
3.3.1 Self-Services Overview
What to say
Introduction
SAP Business ByDesign offers a wide range of self-services to all users so that they can work with the system most
efficiently.
All employees can look up other employees in the organization and track requests.
Bob, as a manager can track the leave requests from his employees.
You can submit expenses; there is an approval process for that.
You can go shopping. So you can have requisitions to go out and buy a product.
You can use the learning center to get up to speed with the system and learn how to use it in the most efficient way. This built in E-learning is a critical part of being able to get the system up and running very quickly.
Key Features and Advantages
Built in support for common employee tasks such as organizational searches, time entry, expense entry, and requests
for purchases.
Access to support if needed.
Access to E-Learning.
Value Statement
Common tasks such as time and expense entry are supported to eliminate the need to acquire multiple “Point
Solutions”. ByDesign provides a complete suite of applications to support the entire organization on a common
platform.
What to Do
Work center Home Self-Services Self-Services Overview
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3.3.1 Self-Services Overview
What you Should See
Self-Services Overview
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3.3.2 Learning Center Overview
What to say
Introduction
In this step, show an example of a built-in e-learning recording (demo mode and exercise mode). Point out that these
e-learning recordings are role-based and show the specific business tasks of each business user’s role. So, the
recording will give you a demonstration of the common tasks that this person usually needs to perform.
Key Features and Advantages
Latest state of the art in employee education and e-learning.
It covers role-based training and help that focuses on the particular tasks of that business role. And it also offers
the capability to measure the learning progress of your employees by means of exercises and quiz links.
Value Statement
This time and cost saving way of training supports profitability because you don’t have to send employees on a
training course for a week to teach them how to do their tasks in the system.
You’re more independent bringing people on as they can go ahead and learn at their own pace. The Learning
Center thus saves you a lot of resources and at the same time empowers your employees to train themselves for
their daily tasks.
What to Do
Show a short sequence from an e-learning recording and comment on it.
In the Self-Services Overview, click Access My Learning Center Role-Based Learning.
In the table of contents, expand the menu for Sales Representative and then click on Sales Representative.
Start and show a part of a self-running demo, for example for Create an Opportunity and comment on the basic features.
What you Should See
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4 Scenario Quick Guide and Key Master Data
4.1 Adaptability: Focus on Business Analytics
Path Data to Use/Enter Activity
1. Home Page Personalization: Introduce and explain personalized Home page for Bob Menson
WoC Home (Overview) n.a. Show Home page and explain the different overviews Bob has chosen for his home page:
Opportunity Pipeline
Invoice Volume
Sales Order Volume
Profit overview by key figures
2. Adaptable View Options from the Home Page
WoC Home (Overview –
Sales order volume report)
n.a. In the Sales Order Volume section, click Actions Analyze Data.
Show additional key figures.
Click Chart and Table to show different display options for a report.
3. Adaptable Report by Selecting Different Key Figures
WoC Home (Sales order
volume report)
n.a. Click View and select the view Sales Order Volume Chart to see the sales orders by volume by months.
Click Chart and Table Table to switch to the table view.
Add row: Select Product Category Then move the key figure Accounts to the rows of the report to include that information in your report.
4. Different Layout Options Using Pivot Concept
WoC Home (Sales order
volume report)
n.a. Drag and drop the characteristic
Account from the Rows into the
Columns area. Now, the display
is structured by different
accounts. Explain this use of the
pivot concept for different table /
information layout.
5. Flexibility through MS Excel Integration
WoC Home (Sales order
volume report)
n.a. In the Sales Order Volume
report, click Download
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Path Data to Use/Enter Activity
Report in Microsoft Excel® in
XML Format.
Explain bi-directional MS Excel
integration
6. Drill Down – Navigation Options from the Report
WoC Home (Sales order
volume report)
n.a. Go back to the Sales Order
Volume table and click on the
account Silverstar
In the context menu, select View
Account Overview. Explain
efficiency and transparency with
regard to this example.
4.2 Business Task Management
Path Data to Use/Enter Activity
1. Check Home Quick Links for Open Tasks
WoC Home (Overview –Home Quick Links) Open Tasks
.
n.a. Work center Home Show Open Tasks.
Explain business task management with regard to this example.
2. View Open Task
n.a. Click on the open task “Call Frank Sent regarding Invoice”.
In the view that opens, present the basic information about this particular invoice on the General tab.
Click on the View All and open
Document Flow tab to
demonstrate the associated
document flow of this invoice.
3. View Journal Entry
From within the Document Flow view, on the Customer Invoice document (symbol), click on the icon that opens the associated general ledger journal entry for this transaction in Financial Accounting and outline the associated features there.
Close the Journal Entry and go back to the document flow.
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Path Data to Use/Enter Activity
4. View Document Flow –History of Business Transaction
Still in the document flow of
the invoice
Click on the anchor icon on the Sales Order tile to display the preceding business documents
5. Efficient Information Concept for Business Data: View Account Data
Still in the document flow of
the invoice (Sales Order tile)
Navigate to the Account Overview
At the top of the Document Flow
view, click on the link for the
account Silverstar to see the
360 degree view of this account
Show the wealth of information
the system provides on the
Accounts Overview on the
overview and detailed views.
General tab displays basic
account information including
data such as address, contacts,
relationships, responsibilities, etc.
More detailed information on tab
pages Sales, Service and
Financials. So, for example, the
Sales tab provides information
on quotes, leads, sales orders,
and opportunities.
6. Using Web Services
Corporate Account
Overview of account
Silverstar
Go back to the Corporate Account Overview of the account Silverstar and click Web Services MapDirections (maps.google.com).
This shows you a Google map with the exact position where your customer Silverstar Wholesale Corp. is located.
7. Using Sticky Notes
Corporate Account
Overview of account
Silverstar
In the Corporate Account Overview, click on the context
menu of the sticky notes icon in the upper right screen area and select Restore all Notes.
Point out that you can use the
enterprise search to find records with sticky notes.
8. Create a New Business Task
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Path Data to Use/Enter Activity
From the Corporate Account Overview of account Silverstar, click New Task.
In the task that opens, enter the
addressee, the subject and a
description.
Take the opportunity to highlight
the auto-complete function. Type
in a title in the subject field: Set
up a meeting and maybe also a
note.
Explain the efficiency and
transparency of the business task
management and conclude this
section of the demo.
4.3 Self-Services
Path Data to Use/Enter Activity
1. Self-Services Overview
WoC Home Self Services
Self Services Overview
Outline the features of the built-in self-services
2. Learning Center Overview
In the Self-Services Overview, click Access My Learning Center Role-Based Learning.
In the table of contents, expand the menu for a specific business user, e.g., Sales Representative and then click on Sales Representative.
Start and show a part of a self-
running demo, for example for
Create an Opportunity, and
then an interactive demo and
also the quiz link and comment
on the basic features of each,
and on how they work.
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