Sample Workshop for Blueprint Session Slides - Design

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    4/26/2012

    CONSOLIDATION

    BUSINESS BLUEPRINT WORKSHOP11/08/2010

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    Agenda

    Key topics Facilitator Duration

    Introduction to Blueprint phase Doug Bozick / Ram Karanam 5 minutes

    Key objectives of the session Doug Bozick / Ram Karanam 5 minutes

    Rules of engagement during session Doug Bozick / Ram Karanam 5 minutes

    Design principles Doug Bozick / Ram Karanam 5 minutes

    Value diagram Doug Bozick / Ram Karanam 5 minutes

    Discussion points Doug Bozick / Ram Karanam 60 minutes

    Reporting Doug Bozick / Ram Karanam 30 minutes

    Key data elements Doug Bozick / Ram Karanam 5 minutes

    RICEF identification Doug Bozick / Ram Karanam 30 minutesReview of key action items Doug Bozick / Ram Karanam 15 minutes

    Wrap-up Doug Bozick / Ram Karanam 10 minutes

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    What is Blueprint?

    The Business Blueprint concentrates on four key elements:

    Events (WHEN should something be done?)Tasks or Functions (WHAT should be done?)

    Organization (WHO should do WHAT?)

    Communication (WHAT information is required to do the right task?)

    The blueprint model defines who must do what, when, and how to complete

    relevant business tasks

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    What happens during Blueprint phase?

    Purpose

    Requirements gathering for all business processes in scope

    Process design to the lowest level so that these requirements are met

    Identify SAP capabilities to address these requirements and document gaps in SAPcapabilities to meet these requirements

    Process

    Holistic, iterative, multi-faceted series of interactions

    All requirements will be documented and incorporated into the design

    Functional

    Technical

    Reporting

    Organizational change

    Internal Control

    Deliverables

    Signed-off Process Definition Document (PDD)

    The document describes the business processes (process flows), their requirementsand how they will be met in SAP, including functional and technical requirements, andorganizational impacts

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    Overall approach to Global Template Blueprinting

    Key business

    imperatives

    Stakeholdersinputs

    SAP and CPGbest practices

    Inputs frommarkets

    BusinessArchitecture &OperatingModeldecisions

    Infosys Repository

    Inputs from Clorox

    process team

    SAP and CPG bestpractices

    VRM repository

    Initial CloroxReference Model

    Draft process

    maps

    Value diagram

    Initial RICEF list

    Pre-configuredScenarios

    Formalblueprintworkshops

    SAPFit-Gapanalysis

    RICEFW

    identification

    Draft Clorox Global Template

    Detailed processmaps - global

    Businessrequirements

    global

    Complete RICEFWlist

    Gap list andrequests forcustomization

    Data Requirements master data, datacleansing, data migration

    Approval Process

    Finalized GlobalTemplate1

    1 Finalized global template will include approved process flows, approved gaps/ approved RICEFW, approvedapplication landscape and approved data requirements

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    How Will We Work Together?

    Formal and structured blueprint workshops

    Functional and cross-functional workshop topics Identification of key participants well in advance

    Mail out agenda in advance

    Distribute minutes, action items and other information back to attendees in a timely manner

    Schedule the optimal group of participants

    Right number of participants to make sure that markets are adequately represented

    Keep number of participants to a reasonable level to make sure workshops are productive Resolve scheduling conflicts as they arise

    Gathering information and follow-ups can be done outside of formal blueprint sessions

    Live meeting and conference calls

    E-mail

    Work environment conversations

    Document the results of blueprint sessions Leverage Sharepoint, ARIS and Solution Manager for documentation as per agreed

    documentation standards for Atlas

    Assign responsibilities and expected timelines for closure of issues, action items etc

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    Blueprint phase outputs

    OrganizationImpacts

    Inputs to End-UserTraining andKnowledge Transfer

    SAP BaselineConfiguration

    Identification ofSAP capabilities tomeet requirements

    List of potentialgaps

    Reports, Interfaces,Conversions,Enhancements and FormsInventory

    Process Flows and

    Definitions

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    Blueprint session key tasks

    Review draft process flows and identify what works and what does not for your markets Identify gaps in the proposed process flow and document action items

    For every business scenario/process, do the following:

    Step 1:Identify the tasks involvedWORK PROCESS MAPPING andKey requirements

    Step 2:

    For each task, identify thedata used as input orrequired output.DATA MAPPINGIdentify Reportingrequirements

    Step 3:For each task, who is

    responsible forexecuting/owning the tasks.ROLE MAPPING

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    Blueprint Steps

    Define Organization Structure

    Document organization hierarchy

    Define legal reporting structure

    Define Business Process Flows

    Document process levels

    Build global end to end process model

    Identify component sub-processes

    Define Other Business Elements

    Define policies for each process area

    Define business rules for processes, sub-processes and activities

    Define security roles

    Define workflow routing and approvals

    Identify technical requirements (Reporting, Interfaces, Conversions, Enhancements, Forms,Workflow)

    Define master data elements Document internal controls

    Validate Business Process Design

    Review end to end process will all participating departments

    Document any issues, concerns, etc.

    Update process documentation, as needed

    Obtain consensus and validation

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    Workshop Expectations

    What they are:

    Interactive

    workshops with a clear objective, deliverable and agenda Some part of the process may be explained vs. demonstrated

    Ensure functionality exists to support business process requirements

    A place to participate

    What they are NOT:

    Training sessions

    General group meetings

    SAP presentation/demonstration

    Fixed in duration

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    Participants Expectations

    What do we expect from Clorox?

    Give insight to the specific organizational processes you are currently using Identify potential gaps

    Identify impact areas that will be affected with the to-be processes

    Be a vocal and active participant in the workshop discussions

    Ask questions

    What can you expect from Infosys?

    A thorough understanding of SAP functionality and best practices

    A foundation to understand SAP terms

    Prompt follow up on any outstanding questions or issues

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    Agenda

    Key topics Facilitator Duration

    Introduction to Blueprint phase Doug Bozick / Ram Karanam 5 minutes

    Key objectives of the session Doug Bozick / Ram Karanam 5 minutes

    Rules of engagement during session Doug Bozick / Ram Karanam 5 minutes

    Design principles Doug Bozick / Ram Karanam 5 minutes

    Value diagram Doug Bozick / Ram Karanam 5 minutes

    Discussion points Doug Bozick / Ram Karanam 60 minutes

    Reporting Doug Bozick / Ram Karanam 30 minutes

    Key data elements Doug Bozick / Ram Karanam 5 minutes

    RICEF identification Doug Bozick / Ram Karanam 30 minutesReview of key action items Doug Bozick / Ram Karanam 15 minutes

    Wrap-up Doug Bozick / Ram Karanam 10 minutes

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    Key objectives of the session

    To discuss, define and agree on global template for Consolidations.

    Review the existing Processes Analyze the Requirements

    Define the future (TO-BE) Business Process

    Reports

    RICEF

    Understand capabilities of SAP ECC in facilitating the Consolidations inHFM & EssBase

    Gather feedback and agree on next steps.

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    Agenda

    Key topics Facilitator Duration

    Introduction to Blueprint phase Doug Bozick / Ram Karanam 5 minutes

    Key objectives of the session Doug Bozick / Ram Karanam 5 minutes

    Rules of engagement during session Doug Bozick / Ram Karanam 5 minutes

    Design principles Doug Bozick / Ram Karanam 5 minutes

    Value diagram Doug Bozick / Ram Karanam 5 minutes

    Discussion points Doug Bozick / Ram Karanam 60 minutes

    Reporting Doug Bozick / Ram Ka