Transcript
Page 1: Confidential Introduction to BizXpert Background, overview and tools Kartik Khandwala

Confidential

Introduction to BizXpertBackground, overview and tools

Kartik Khandwala

March 2013

Page 2: Confidential Introduction to BizXpert Background, overview and tools Kartik Khandwala

© 2013 SAP AG. All rights reserved. 2Confidential

Session Objectives

Understand how we got here and the importance for the change

Provide you with enough knowledge to explain the benefits of BizXpert to your customers

Understand the key project activities and the concept of project checkpoints for succesful projects

Know where to go to get additional information and support and how to provide essential feedback

Page 3: Confidential Introduction to BizXpert Background, overview and tools Kartik Khandwala

© 2013 SAP AG. All rights reserved. 3Confidential © 2013 SAP AG. All rights reserved. 3Confidential

AG

EN

DA

Agenda

Background Methodology Overview Tools

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BackgroundDrivers for the new methodology and how it evolved

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PS is a large component in NPS

Net Promoter Score (NPS)

32% or one in three responses mentioned PS or Implementation Process as an area of improvement.

The other areas were:Product / OpsSupport Sales

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What is the need for a new methodology?

1. No common framework (BizX Core, EC, LMS, RMK and WFA/P all are differently implemented)

2. No centralised Project Management Office (PMO) function for all products

3. Tools and Accelerators that are either outdated or not used consistently

4. No centralised knowledge repository for existing and new consultants

5. To streamline and/or improve current implementation processes

6. To unify with and learn from SAP Cloud methodology

7. To SIMPLIFY the current methodologies

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Big Wins

SF Consultants and all projectdocumentation will reference the same methodology phases and tasks – consistent framework

The new methodology will be maintained and owned by the PMO

MySP Methodology site, Customer Project Sites, Project Dashboard, Customer Community - Tools

Revised / New Accelerators and automation of Consultant tasks

Benefit Consistent customer experience, single storyline and no confusion

Accountability for Consistent Updates as the Business Evolves

Improved knowledge management for Consultants and Customers and robust reporting for Management

Reduction in Consultant Effort

Benefit

Benefit

Benefit

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Methodology – “result of our collective experience”

1. PS 2.0 feedback2. Feedback from the previous town hall meetings and surveys3. PEPS team4. Interviews with key PS personnel5. Industry standards such as PMP, PRINCE2, and Agile6. Detailed analysis of the strengths of the current methodologies7. Reviews with key PS personnel8. Leveraging SAP Cloud PMO experience9. Guidance from SAP Cloud 10. Reviews with our senior leadership team: Shelly + Regional Vice Presidents

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Executive Approval

“This new methodology merges the current four methodologies into one unified methodology combined with new features from SAP's Cloud methodology.  This will be a key component for our success in 2013.  We will be able to deliver all our services based on the same methodology, reduce effort and simplify the ramp-up of new hires, all of which will help improve the Net Promotor Score.”

Shelly Heiden Vice President, Global Professional Services

13 February 2013

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Methodology OverviewFive phases of the methodology

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BizXpert Phases

Sales Prepare Realize Verify Launch

Sales is not an official customer facing BizXpert phase. It is included because it is important for Consultants to understand how Sales impacts the

success of a project.

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BizXpert Methodology Map (Overview)

Lead determinationSet Scope & PricingSOW Process – Functional and Technical scopeTransition from Sales to PSProvisioning

Scope & Project Readiness

Project Team OrientationInternal Kick-offProject Planning & Resource bookingKickoff MeetingRequirements Gathering Workshops

Config / Req RefinementData MigrationExtensions / Technical developmentsData imports/exports [integrations]Unit Testing / Config Verification

Integration Testing Acceptance

Go-Live PlanningCut over planCustomer Success TransitionGo-Live SupportProject Closeout and Lessons learnt

Production Readiness Acceptance

Sales Prepare Realize Verify Launch

Integration TestingUser Acceptance TestingGo-Live Training

Phase

Tasks

Checkpoints

Configuration Acceptance

Sales to PS Transition

[Checkpoints are milestones where all stakeholders of the implementation project agree that specific deliverables meet the requirements and consequently that the project can continue.]

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BizXpert - Sales

The Sales phase lays the foundation for a successful implementation, creating a joint understanding of the project scope, project goals and how to achieve them.

Goals and Objectives• Understand customer needs and

expectations• Determine implementation scope and

pricing• Initiate provisioning• Sales to Professional Services transition

Accelerators• Implementation Scoping

Questionnaire• Implementation Estimator• SOW template• Schedule A template• Sales to PS transition checklist ***• Customer Welcome kit• Module Readiness Checklists

***Sales to PS Transition Checkpoint

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BizXpert - Prepare

The Prepare phase readies the project team for implementation through project planning, training the Customer on the core functionality, and making configuration decisions.

Goals and Objectives• Project Team Mobilization• Project Planning• Familiarize Customer with Baseline

Functionality via PTO• Kickoff Meeting• Requirements Gathering Workshops• Technical Workshops

Accelerators• Internal kick-off checklist ***• Project Plan (Excel)• PTO Training Curriculum• Kickoff Meeting Deck• Configuration Workbooks• Technical Workbooks

***Scope & Project Readiness Checkpoint

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BizXpert - Realize

The Realize phase encompasses taking the plans and requirements determined in the Prepare phase and applying them to the system.

Goals and Objectives• Configuration refinement• Data migration• Data imports/exports [integrations]• Technical developments

Accelerators• Customer Data Migration Training• Configuration sign-off document***• Technical Workbooks

***Configuration Sign Off Checkpoint

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BizXpert - Verify

The Verify phase is Customer driven and includes assessing the system readiness as well as the Customer user base readiness.

Goals and Objectives• Integration Testing• User Acceptance Testing• Go-Live Training

Accelerators• Integration Testing Guide• UAT Guide• Sample Test scenarios• Training Curriculum

Integration Testing Sign Off Checkpoint

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BizXpert - Launch

During the Launch phase the team prepares for go-live. The production environment is prepared, the Customer Success transition occurs, and the Customer is supported through go-live.

Goals and Objectives• Go-Live Planning and Readiness• Migrate to production environment• Transition to Customer Success• Formal Production Sign Off

Accelerators• Go-Live Checklist• Cut-over checklist• CS Transition Document• Project Closeout and Lessons

Learnt

Production Readiness Sign Off

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BizXpert Methodology Map (Overview)

Scope & Project Readiness

Project Team OrientationInternal Kick-offProject Planning & Resource bookingKickoff MeetingRequirements Gathering Workshops

Config / Req RefinementData MigrationExtensions / Technical developmentsCustom ReportsData imports/exports [integrations]

Integration Testing Acceptance

Go-Live PlanningCut over planCustomer Success TransitionGo-Live SupportProject Closeout

Production Readiness Acceptance

Prepare Realize Verify Launch

Integration TestingUser Acceptance TestingGo-Live Training

Phase

Tasks

Checkpoints

Configuration Acceptance

[Checkpoints are milestones where all stakeholders of the implementation project agree that specific deliverables meet the requirements and consequently that the project can continue.]

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Typical Project Timelines

1 2 3 4 5 6 7 8 9 10 11 12Week

SalesPrepare

Realize

Verify

Go-Live

8 – 12 weeks typical for PM, GM, EP, CDP, 360, Calibration14 – 18 weeks typical for Succession, Compensation, Analytics & Planning, LMS20 – 24+ weeks typical for Recruiting, Variable Pay, Employee Central

13 14 15 16

Launch

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What are the major changes with BizXpert? (March 2013)

Sales:

• Estimation is done pre-SOW

• SSM handles scoping and pricing

• Soft handover between Customer, SSM and PS team

• Formal transition between SSM and project team

• Product specific readiness checklists

Prepare:

• System overview training (PTO) which can be taken

anytime, any number of times

• Project Dashboard maintained

Realize:

• Success Academy recorded training on data migraton

(coming in April)

Verify:

• Customer driven phase

• Step for testing multi-module integration

Launch (Go-Live):

• Project closeout process and documentation

Continuous support structure in place for BizXpert process, accelerators and tools + Checkpoints for all phases

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Feedback, Tools and SupportEvolution and maturity

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Methodology Champions (Official feedback channel)

o Provide feedback and input on the methodology and review the updates

prior to the rollouto Provide feedback and input on the accelerators and review the updates prior

to the rollouto Consolidate regional feedback and lessons learned that are shared in regional

meetingso Participate in a bi-weekly 1 hour Global PMO meeting to discuss progress

and share regional approaches between the regions to promote standardization

of service delivery globallyo Participate in a BizXpert discussion boardo Drive adoption of BizXpert within regions

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Who are our Methodology Champions?

• EMEA• Richard Ighodaro• Strausie Markham• Nathan Wilkinson

• APAC• Pankaj Rusia• Jigger Galvez• Jo Morrow

• NOAM East• Kimberly Kestle• Dan Howarth• Adrienne Johnson

• NOAM Central• Trina Page• Troy Billings• Molly Swenson

• NOAM West• Shujie Loedolff • Amy Sletten

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© 2013 SAP AG. All rights reserved. 24Confidential

New Tools

Business Need Solution

Single source of methodology guidance BizXpert MySP Site

Consistent way to gather and rollup project status Project Dashboard

Venue to share process and templates with Customers Customer Community Welcome Kit

Process to review project activities post launch Project Closeout

Solution for storing and sharing Customer documentation Customer SitesComing

Soon

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New Tools

• Site that contains the Customer Welcome Kit and access to PS resources available to Customers, SF and Partners.

• Site available to Customers and Consultants. Single storage location for project documents and issues.

• Dashboard that contains project data from ByD and allows for Consultants to add additional status data.

• Internal only.

• Site dedicated to BizXpert content.

• Gateway to process information and accelerators.

• Internal only. BizXpert MySP

Project Dashboard

Customer Communit

y

Customer Site

Intranet

Extranet

Coming Soon

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© 2013 SAP AG. All rights reserved. 26Confidential

Ramping Up on New Tools

Visit the BizXpert MySP site for one

pagers and recorded training

on the tools

How do I access and use the new tools?

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© 2013 SAP AG. All rights reserved. 27Confidential

Where Do We Go From Here?

Provide Feedback:• BizXpert will continue to evolve• Have an idea on a new approach or is there a

template or process that needs tweaking? Tell us about it in the Submit Feedback form.

• To be reviewed bi-weekly by the PMO and Methodology Champions

Ask Questions:• Submit questions to the BizXpert Methodology

Discussion Board• Call into the weekly BizXpert Open Session

(details on MySP BizXpert site)

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© 2013 SAP AG. All rights reserved. 28Confidential

Next Phase

Future roll-outs

• Customer Project Sites

• Recorded Data Migration Training *

• Intro to Mastery Course on BizXpert *

• Go-Live Announcements for GTM1/2

• Prefilled configuration workbooks to reduce consultant hours !

• Collaboration with PEPS to build Best Practice Guide (per module) !

• Integration with BizXpress!

• Product innovations to support customer self-service model. Example: backups and reinstate, easy front-end config (powerful admin tools), doing away with XML etc !

*Dates dependent on Success Academy, !Dates dependent on available of PEPS, DCOPs and other PS resources

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Ramping up

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Thank You!

Contact Information:Kartik [email protected]+44 782 7915534

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