E-MSG
MÁSTER EN SOFTWARE DE GESTIÓN DE EMPRESA
SAP R/3
2003-2004
Certificación MM (7137)
Xavier Rovira-Juan Carlos Sarrasi
TSCM 52-2ª parte (24-1)
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Appendix
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Implementation Roadmap
z
Phase 1 - Project Preparation
z
Phase 2 - Business Blueprint
z
Phase 3 - Realization
z
Phase 4 - Final Preparation
z
Phase 5 - Go Live & Support
Content:
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Upon completion of this unit, you will be able to:
z
Outline the purpose and content of the work
packages in each phase of the ASAP Roadmap
z
Identify the main roles and responsibilities of
each phase of the ASAP Roadmap
z
Explain and demonstrate the major tools &
accelerators supporting each phase of the
ASAP Roadmap
Implementation Roadmap: Unit Objectives
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Unit
Unit
Unit
Topic
Topic
Topic
Legend:
Legend:
Legend:
Phase 1
Project Preparation
Phase 2
Business Blueprint
Phase 3
Realization
Implementation
Roadmap
Phase 4
Final Preparation
Phase 5
Go Live & Support
Overview Diagram: Implementation Roadmap (1)
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Phase 1: Project Preparation: Objectives
On completion of this topic, you will be able to:
z
Explain the activities and tasks that are
important in the Project Preparation phase of
your implementation project
z
Highlight the tasks essential from the project
team perspective
z
Identify the importance of the Sample Scope
Document for Phase 2: Business Blueprint
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The Purpose of Phase 1: Project Preparation
ASAP Roadmap
Project
Preparation
Realization
Final
Preparation Go Live &
Support
Business
Blueprint
The purpose of this phase is to provide initial planning and preparation for your SAP project.
Although each SAP implementation project has its own unique objectives, scope and priorities, the
steps in Phase 1 help identify and plan the primary focus areas to be considered. As you prepare for
your SAP implementation, there are important issues you must address at the beginning of the
project, including:
y
Defining your project goals and objectives
y
Clarifying the scope of your implementation
y
Defining your implementation strategy
y
Defining the overall project schedule and implementation sequence
y
Establishing the project organization and committees
y
Assigning resources.
By addressing these issues early in your implementation, you help ensure that the project proceeds
efficiently, and that you have established a solid foundation for a successful SAP implementation.
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Project Preparation - Roles & Key Focus
Sign-Off
Quality Check/
Sign-Off
Sign-Off
QC
QC
Tech.
Tech.
Req
Req
.
.
Planning
Planning
Project
Project
Kickoff
Kickoff
Training
Training
Plans
Plans
Project
Project
Procedures
Procedures
Initial
Initial
Proj
Proj
Planning
Planning
Steering
Steering
Sponsors
Sponsors
Proj
Proj
. Mgmt.
. Mgmt.
Consultant
Consultant
Customer
Customer
Technical
Technical
Training
Training
Change
Change
Security
Security
Role
Groupings
Phase
Content
******************
Proj. Charter
and
Implementation
Strategy
******************
Implementation
Strategy
Plan / Budget/
Resources
Organization /
Plan
Proj. Mgmt.
Standards &
Procedures
Deployment
Strategy
Change Mgmt.
Plan
Comm./ Doc.,
Issue Mgmt
Change Mgmt
Plan
System Authoriz.
Standards
Project Team
Training Plan
Project Team
Org. Change
Management
Training
Kickoff
Meeting
Kickoff
Meeting
Project Team
Standards
Kickoff
Meeting
******************
Kickoff
Meeting
Proj. Team
Standards
******************
ID Tech
Requirements/
Procure HrdWr
There are ten primary roles in an SAP implementation; details of each are in the Implementation
Assistant.
Steering Committee - members include Project Sponsors, the SAP Consulting Manager (and/or the
TeamSAP Coach), and project managers. The committee is also the primary source for the
company’s long-term goals and vision, sets priorities, approves scope, and resolves company-wide
issues.
Project Sponsors - Directly communicates the company's long-term goals and visions and are
members of the steering committee.
Project Management - TeamSAP Project Manager and Customer Project Manager
Consultant - TeamSAP Members, application, cross application, business process
Technical - Customer or consultants for System Administration and Technical, Help Desk Provider
Training - Training & Documentation, Project Manager/Lead, Training and Documentation
Developer/Instructor, Training Coordinator, Training Technology Administrator
Change -These are dedicated individuals assigned to manage the Organizational Change
Management processes: Risk Assessment, Communication, Sponsorship and Leadership, Skills
Development, Knowledge Transfer, or Business Optimization.
Security - Authorization, Administration, or Internal Auditor responsible for managing the system
security and authorization environment and may be combined with other (technical) administrative
roles.
Shared items are marked by the ************ brackets.
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Master Lists
Microsoft Excel
Spreadsheets for
Development, Organization,
Business Processes and
Authorizations
Project
Charter
BPP
Documents of an ASAP Project
Q&Adb
Substructures:
Business Strategy
Organization
General Settings
Master Data
Business Process
Cross Application
Development
Business
Blueprint
Project
Plan
Scope
Config.
Plan
Testing
Plan
Unit testing
Test scenario
Integration
4
3
2
1
5
Cutover
Plan
Volume
Test
Stress
Test
Conduct
End User
Training
System
Performance
Review
Project
Team
Org.
Stand. &
Proced.
Technical
Operations
Manual
Progr.
Develp.
EU
Training
Material
Microsoft Word
Documents
Phase 1 - Project Preparation
Change Charter - Goals and objectives of Organizational Change Management
Project Plan - This is a first cut focusing on milestones and Work Packages; details to come.
Scope - Sets the initial definition of the project; input from sales cycle.
Project Team Organization - Sets the who of the project: Standards & Procedures - Sets the why and
how of the project.
Phase 2 - Business Blueprint - Requirements reviewed for each SAP Reference Structure item and
defined using CI Templates (in the Q&Adb). Business Blueprint - This is the output of the Q&Adb
and is the key document for Phase 3.
Phase 3 - Realization - Master Lists - Define business scenarios and R/3 transactions to be realized in
the system. BPP - Business Process Procedures representing R/3 transactions; used for unit testing &
documentation. Planning - Defines how the configuration will be done and how it will be tested.
Development Programs - Provides details of the external programming requirements. EU Training
Material - End User training material and process documentation.
Phase 4 - Final Preparation Stress & Volume Tests - Plans for confirming the production hardware’s
capabilities
Cutover Plan - The details of how to move to the production environment and go live
Conduct End User Training - Delivery of the necessary levels of R/3 End User training prior to going
live
Phase 5 - Go Live & Support: Ensuring system performance through SAP monitoring and feedback.
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Project
Project
Procedures
Procedures
QC
QC
Technical
Technical
Req
Req
.
.
Planning
Planning
Initial Project
Initial Project
Planning
Planning
Project Kickoff
Project Kickoff
Create
Create
Training Plans
Training Plans
Phase 1: Project Preparation - Work Packages (1)
The purpose of this work package is to allow you to start detailed planning for the project. There are
many basic issues to resolve at this early stage to ensure the project's success. You should start
planning as early as possible in Phase 1, and make key decisions now.
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Tasks
Create and Issue Project Charter
Project
Preparation
Project
Preparation
Load Documents into Roadmap
Check Documents from Discovery and Evaluation
Organize Workshop for Detailing Program Charter
Define Project Mission Statement
Create Initial Project Plans
Identify Project Objectives and Measurements
Develop the Change Strategy and Charter
Assemble and Approve Project Charter
Accelerators
:
Project Charter White Paper
Project Plan
Budget / Resource Plan (Sample)
The purpose of this activity is to define key elements that give overall strategic direction to the
project team for the SAP System implementation. These tasks provide a solid foundation for the
project, and as such, their results should be communicated to all project team members.
The input for this activity should be the documents created during the Discovery & Evaluation
phase.
Load Documents into Roadmap, Check Documents from Discovery and Evaluation, and Organize
Workshop for Detailing Program Charter serve as synchronization and interfacing tasks between the
Customer Solution Strategy (CSS) of Discovery & Evaluation and the Implementation Roadmap.
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Review and Confirm Implementation Plan
Check Strategy for Corporate Rollout
Tasks
SAP
Pro
jec
t
Inputs
Implementation
proposals
Project charter
Data gathered from the
sales cycle
Global Implementation
Strategy
Output
SAP Implementation
Strategy
Review and Refine Implementation Strategy
Accelerators:
Verify the use of Preconfigured Systems (PCS) as Implementation
Accelerator
Sample Scope Document
Project
Preparation
Project
Preparation
The purpose of this activity is to review in detail the implementation strategy for the Project. One
must determine if any changes are needed in terms of Project objectives or methodology. The overall
implementation approach and methodology should now be finalized and confirmed. For some
Projects, it is necessary to also review the overall corporate SAP implementation strategy, especially
if there are multiple, simultaneuous SAP implementation Projects in process throughout the
company.
For local rollout projects as part of a global program, the objective of this activity is to understand
and review the global SAP product implementation strategy.
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Sample Scope Document
Level 1
Level 2
Level 3
Level 4
KEY
Structure
In Scope
BP Owner / Consult
KPI
mySAP.com
Master Data
Business Process
Procurement
Production
Sales and Distribution
Define Business Process Scope at:
• Level 1 - SAP Reference Structure
• Level 2 - Enterprise Area
• Level 3 - Scenario
• Level 4 - Process Group
Review and Confirm Implementation Plan
Project
Preparation
Project
Preparation
z
With specific focus on:
Company Business Objectives
Key Implementation Assumptions
Overall Scope - Use accelerator “Sample Scope Document”
The purpose of this task is to review the implementation proposal(s), with specific focus on company
business objectives, overall scope, and key implementation assumptions.
The sample scope document is used as a basis for outlining the scope of the Project (accelerator
Sample Scope Document). This document may have already been created as a result of pre-sales
activities.
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Plan and Set up Environment
Define Project Organization and Create Teams
Assign People to Core Change Team Roles
Conduct Project Team Transition Meeting
Create the Extended Change Team
Accelerators:
Project Room Requirements White Paper
IT Infrastructure Document
Tasks
Determine Project Organization
Project
Preparation
Project
Preparation
The purpose of this activity is to create the project organization structure and finalize roles and
responsibilities. Both company employees and consultants will need assignment. An important
aspect of this activity is the set up of a common working area for the project team. It is crucial for
team members to work in an open environment where they are in direct contact, so that they can
discuss the various integration issues and resolve them quickly. This common work area is generally
referred to as a project team room.
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Project
Project
Procedures
Procedures
QC
QC
Initial Project
Initial Project
Planning
Planning
Project Kickoff
Project Kickoff
Phase 1: Project Preparation - Work Packages (2)
Technical
Technical
Req
Req
.
.
Planning
Planning
Create
Create
Training Plans
Training Plans
The purpose of this work package is to establish the principal elements that determine how the SAP
implementation project is to be accomplished. These activities set the groundwork for project
kickoff, and provide a baseline of information to be referenced throughout the implementation. For
all project team members to operate in an effective manner, it is necessary that project standards and
procedures are established at the beginning of the project, and then communicated to all team
members.
In case of a local rollout project, reference should be made to the global implementation program.
By setting the standards, you:
y
Avoid redundant and unnecessary work
y
Maintain consistency
y
Facilitate communication
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z
Avoid redundancy and unnecessary work
z
Maintain consistency
z
Facilitate communication
z
Facilitate knowledge transfer to the customer
z
Ensure the entire team understands what is required
of them
z
Tasks build upon one another through the phases
z
Define Project Documentation
z
Create Issue Management Plan
Define Project Management Standards and Procedures
Project
Preparation
Project
Preparation
The purpose of this activity is to establish the basic standards and procedures for the project. Some
will apply throughout each phase of the project, while others will only apply at certain times and/or
specific phases. It is important to address these issues during Phase 1 and to establish clear
guidelines. Some of the key issues that ASAP recommends be defined are:
• Steering committee meeting schedule
• How change management is handled
• Project monitoring and status reporting
• Meeting schedules for core team and extended project team
• Overall project communication methods and processes
• Project documentation
In case of local rollout projects as part of a global program, two additional key issues to be defined
are:
• Interaction points between local and global teams
• Feedback process from local rollout team to global team
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Define Strategy for Using SAP Services
Post
Go Live
Post
Go Live
Implementation
Implementation
Sales
GoLive Check
EarlyWatch
5
Solution Review
SAP Review Program
1
2
3
4
ASAP Roadmap Quality Checks
Project
Preparation Business
Blueprint
Realization
Final
Preparation
Go Live &
Support
Project
Preparation
Project
Preparation
The purpose of this task is to define the strategy for using the SAP Services during the
implementation phases, as well as for Continuous Business Improvement during production
operation of the SAP System.
SAP provides services for certain tasks from the ASAP Roadmap. SAP Services can speed up these
tasks and help to reach a higher level of quality in the implementation project, as well as in
production operation.
These services, which are closely linked with the project phases, are tailored to meet your individual
needs.
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Define System Configuration Standards
Define Testing Strategies
Define Post-Implementation Service
and Support Strategy
Define System Authorization Standards
for Project Team
Define Change Request Management
Define System Enhancement and
Modification Approval Process
Define ABAP Development Standards
Define Support Package Strategy
Define Upgrade Strategy
Define Implementation Standards and Procedures
Project
Preparation
Project
Preparation
The purpose of this activity is to establish the overall implementation standards and procedures for
the project. Some of these elements should be established by the technical members of the project
team, and others by the business or functional members. All team members should have input in this
process, and should understand the basic procedures once these have been defined. As with project
management standards and procedures, it is important to address the implementation standards
during Phase 1 and to establish clear guidelines. Some of the key issues to be defined are:
• Overall configuration standards for the project
• Initial system authorization standards
• How system enhancements are handled
• How and when testing occurs
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Quality
Assurance
System
Production System
Development/Customizing System
Quality Assurance System
Production System
DEV
QAS
PRD
Copy
Transport
ation
DEV
SAP
Client
000
QAS
PRD
Development System
Project
Preparation
Project
Preparation
Data conversions
z
Three database infrastructure with
Development, Quality Assurance
and Production Systems
z
Complete testing of development
and upgrades possible
z
Suitable development environment
Define System Landscape Strategy
A three-system infrastructure is the ideal solution for most customers:
y
It affords you unlimited testing of your development.
y
You can implement system upgrades without disturbing your live system.
y
With a separate quality assurance system, you can integrate developments and run consistency
checks on objects for a transport before they are introduced to the production system.
This three-system solution supports the R/3 System Landscape (System and Client Deployment
Strategy) which has the following aims:
y
Development, quality assurance and production should take place in separate environments.
y
In the event of data loss, you should be able to restore a client with consistent data.
y
Transport systems for setting up and maintaining the system infrasturcture are predefined.
y
The infrastructure supports the import of business data from an existing system.
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Project
Project
Procedures
Procedures
QC
QC
Initial Project
Initial Project
Planning
Planning
Project Kickoff
Project Kickoff
Phase 1: Project Preparation - Work Packages (3)
Technical
Technical
Req
Req
.
.
Planning
Planning
Create
Create
Training Plans
Training Plans
The purpose of this work package is to create a project team training plan including business
processes, SAP system functionality, and change management. During this phase, level one or
awareness training should be conducted for the project team.
This phase also includes defining an end user training and documentation strategy. This strategy
needs to be developed by reference to, and to support, the overall implementation strategy and
project plan.
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ASAP Roadmap
Project
Preparation
Business
Blueprint
Realization
Final
Preparation Go Live &
Support
Create Project Team Training Plan
SAP Training Courses:
● comprise level 1 (awareness), level 2 (readiness) & level
3 (proficiency)
● should ideally have been completed for levels 1 & 2
before starting the Business Process Workshops
● address function and use of the SAP product
Note!
● Management and project team may have training needs
in addition to SAP product. These should also be
addressed in the training plan
Accelerator:
■
Training Services for
the Project Team
Project
Preparation
Project
Preparation
The purpose of this activity is to create a training plan for the project team involved in the SAP
implementation. While training costs can be viewed as relatively expensive, it is critically important
that the project team be given this training. Once initial training is completed, the project team has a
much better understanding of basic SAP functions, how configuration works, and how to maximize
SAP’s impact to meet your business requirements. This initial training does not cover user training –
it will be addressed later in the implementation.
Key factors during this activity include:
y
Background of each team member
y
Specific area of business involvement of team member (application or technical)
y
Timing of team member participation during the implementation.
This key factor information can be used to determine the appropriate classes for each team member,
thereby avoiding redundancy, or time spent in classes that are not applicable, and to make sure the
course material is timed accordingly. When developing this plan, decide which courses are to be
conducted at an SAP training center, or at the company site. The project team training plan is
regularly updated throughout the life of the implementation.
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Tasks
End User Training and Documentation Strategy
Project
Preparation
Project
Preparation
Develop End User Needs Assessment
Develop End User Training and Documentation
Project Plan
Develop End User Proposal and Conduct
Project Proposal Meeting
Accelerators:
End User Training and Documentation Needs Assessment
End User Training and Documentation Methodology
The purpose of this activity is to develop an end user training and documentation strategy and to
develop a work plan. You will begin with an assessment of the needs of the end users, develop a
project work plan, and then create a project plan that will be the basis of your end user training and
documentation implementation.
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Project
Project
Procedures
Procedures
QC
QC
Initial Project
Initial Project
Planning
Planning
Project Kickoff
Project Kickoff
Phase 1: Project Preparation - Work Packages (4)
Technical
Technical
Req
Req
.
.
Planning
Planning
Create
Create
Training Plans
Training Plans
The objective of this work package is to identify the technical requirements needed to implement the
SAP technical environment, clarify the customer’s expectations, review hardware sizing, and procure
the required hardware.
During the planning, keep in mind that all required SAP systems are unlikely to be procured and
installed at the same time. The development system is the initial system and is needed at the start of
an SAP implementation project. Early on, this may be the only SAP system in the system landscape.
Other required SAP systems, such as the quality assurance and production systems, are not needed
until a later phase; therefore, part of the planning includes taking expected delivery lead-times into
consideration so that subsequent systems and hardware can be ordered in time.
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Identify Technical Requirement
Technical Requirements Planning for Local Projects
Procure Hardware
Project
Preparation
Project
Preparation
Identify technical requirements: The purpose of this activity is to identify the technical infrastructure
needed to implement R/3, and to clarify the customer's expectations.
Procure Hardware: The purpose of this activity is to procure the hardware needed for the SAP
environment and place the hardware order with the appropriate vendor(s). Carefully plan the
procurement of the subsequent systems (quality assurance and production systems, additional
application servers, storage devices, etc.) to avoid unexpected lead times that could impact the SAP
implementation schedule. Hardware procurement lead-times can vary from days, weeks, to even
months.
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Project
Project
Procedures
Procedures
QC
QC
Initial Project
Initial Project
Planning
Planning
Project Kickoff
Project Kickoff
Phase 1: Project Preparation - Work Packages (5)
Technical
Technical
Req
Req
.
.
Planning
Planning
Create
Create
Training Plans
Training Plans
The purpose of this work package is to formally announce the initiation of the SAP project to the
whole organization. This kickoff meeting should include the presentation of the overall goals,
detailed task plans, and processes. Consultants, steering committee, senior management, project
managers from the company, SAP and any other implementation partners must be involved. The
kickoff meeting is focused on the organization as a whole, while the project team standards meeting
is focused on the project team.
It is important that – as part of the Change Management – the kickoff meeting is followed by regular
communication to the rest of the organization about the progress, achievements, etc.
In case of a local rollout project as part of a global program, reference should be made to the global
implementation program; the global rollout manager and the global rollout core team must be
involved as well.
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Motivate the individuals involved and
bring them together as a team
Explain the implementation strategy,
timeline, and project goals and
objectives
Clarify team member roles,
responsibilities, and common objectives
Kickoff Meeting
Project Introduction to the Whole
Organization
Project
Preparation
Project
Preparation
The first purpose of this activity is to inform all staff members involved about the start of the project.
The goal here is to:
- Introduce the people involved in the project
- Present the functionality and benefits of the new solution
- Introduce SAP and the implementation partners and explain their roles in the process
- Explain the project plan and the different deliverables throughout the process
- Show commitment of the Executive Management to this project
- Generate some positive excitement amongst the end-user community
The second purpose of this activity is to arrange and conduct a meeting amongst all people directly
involved in the project to accomplish the following goals:
- Motivate the individuals involved and bring them together as a team
- Explain the implementation strategy, timeline, and project goals and objectives
- Clarify team member roles, responsibilities, and common objectives
- Outline Key Organizational Change Management goals and objectives
This milestone activity is a critical checkpoint that officially launches the SAP implementation
project to the entire organization.
Be sure to allow adequate time for questions and answers, as some issues could require clarification.
In case of a local rollout project as part of global program, reference should be made to the global
implementation program.
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Project
Project
Procedures
Procedures
QC
QC
Initial Project
Initial Project
Planning
Planning
Project Kickoff
Project Kickoff
Phase 1: Project Preparation - Work Packages (6)
Technical
Technical
Req
Req
.
.
Planning
Planning
Create
Create
Training Plans
Training Plans
The purpose of this work package is to provide final verification of all prior project planning and
deliverables from this phase. It is critical that regular quality checks be performed throughout the
phase, as tasks are completed. All issues regarding scope, project environment, and initial technical
setup must be addressed.
There are two types of quality reviews mentioned in this work package. The first is an internal
review conducted by the project leadership team. The second is an independent external review using
the SAP Review Program.
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QC
Perform Quality Check and Obtain Approval
Accelerators:
SAP Project Review Program
SAP Service
Perform Internal Quality Check
Project Preparation Review
Obtain Approval
Perform Internal Quality Check: The purpose of this activity is to collect all deliverables and to
review them together for completeness and accuracy. Quality checks are performed as specific tasks
are completed. However, it is also critical to review deliverables in total because individual results
from one task can have an adverse impact on another area of the project.
Project Preparation Review: The purpose of this activity is to recognize potential project risk areas
during the Project Review at an early stage. This reduces the possibility of an extended project
timeline. It leads to a faster implementation and increases the customer’s level of confidence.
Obtain Approval: The purpose of this activity is to obtain the approval from the customer. Upon
completion of this activity, signoff is obtained and the project proceeds to the next phase.
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Unit
Unit
Unit
Topic
Topic
Topic
Legend:
Legend:
Legend:
Phase 1
Project Preparation
Phase 2
Business Blueprint
Phase 3
Realization
Implementation
Roadmap
Phase 4
Final Preparation
Phase 5
Go Live & Support
Overview Diagram: Implementation Roadmap (2)
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Phase 2: Business Blueprint: Objectives
Upon completion of this topic, you will be able to:
z
Explain the activities and tasks that are
important in the Business Blueprint Phase
of the SAP implementation project
z
Explain the importance of the Question and
Answer Database (Q&Adb)
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The Purpose of Phase 2: Business Blueprint
Project
Preparation
Business
Blueprint
Realization
Final
Preparation
Go Live &
Support
ASAP Roadmap
The purpose of this phase is to create the Business Blueprint, which is a detailed documentation of
the results gathered during requirements workshops. The Business Blueprint details the agreed
business process requirements of the company. It documents the common understanding of how the
company intends to run its business within the SAP system.
During this phase, you also:
y
Refine the original project goals and objectives
y
Define the Baseline scope
y
Refine the overall project schedule and implementation sequence
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Business Blueprint - Roles & Key Focus
Project
Project
Mgmt.
Mgmt.
Refine Project
Plan
Comm./ Doc.,
Issue Mgmt.
Project
IMG/Master
Records
Team Bldg.
Activities
Tech Design/
Set up Dev
Env/ Install
h/w, printers,
networks
Steering
Meetings
Org. Impact/
Risk / Sponsor
Sign-Off
Quality Check/
Sign-Off
Attend PTT
Org.
Org.
Chg
Chg
.
.
Mgmt.
Mgmt.
Project Team
Project Team
Training
Training
Config
Config
Sys
Sys
Admn
Admn
Org.
Org.
Structure
Structure
Business
Business
Proc
Proc
.
.
Def
Def
.
.
QC
QC
Training
Effectiveness
EUT & Doc.
strategy/delvy.
Attend PTT
Attend PTT
Approve Tech
Design
Org Structure
Guidelines/
Workshops
Org. Structure
Guidelines/
Workshops
Determine
Enhancements
Assemble Bus
Blueprint
Org
Optimization
Analysis
Attend PTT
Sign-Off
Set up Proper
Authoriz.
Org. Impact/
Risk / Sponsor
Steering
Steering
Sponsors
Sponsors
Proj
Proj
. Mgmt.
. Mgmt.
Consultant
Consultant
Customer
Customer
Technical
Technical
Training
Training
Change
Change
Security
Security
***************
Review,
Status Meetings
& Steering
Meetings
**************
***************
Requirements
BP/ARICE
Deficient
Areas
**************
Role
Groupings
Phase
Content
These are the primary roles in an SAP implementation (all the roles are defined in the
Implementation Assistant).
Steering Committee - members include Project Sponsors, the SAP Consulting Manager (and/or the
TeamSAP Coach), and project managers. The committee is also the primary source for the
company’s long-term goals and vision, sets priorities, approves scope, and resolves company-wide
issues.
Project Sponsor - Directly communicates the company’s long-term goals and visions and are
members of the steering committee.
Project Management - TeamSAP Project Manager and Customer Project Manager
Consultant - TeamSAP Members, application, cross application, business process
Customer - Project Team Members (business process, power users)
Technical - Customer or consultants for System Administration and Technical, help desk provider
Training - Training & Documentation, Project Manager/Lead, Training and Documentation
Developer/Instructor, Training Coordinator, Training Technology Administrator
Change -These are dedicated individuals assigned to manage the organizational change management
processes: Risk Assessment, Communication, Sponsorship and Leadership, Skills Development,
Knowledge Transfer or Business Optimization.
Security - Authorization, Administration, or Internal Auditor responsible for managing the system
security and authorization environment and may be combined with other (technical) administrative
roles.
Shared items are marked by the ************ brackets.
© SAP AG
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Master Lists
Microsoft Excel
Spreadsheets for
Development, Organization,
Business Processes and
Authorizations
Project
Charter
BPP
Documents of an ASAP Project
Q&Adb
Substructures:
Business Strategy
Organization
General Settings
Master Data
Business Process
Cross Application
Development
Business
Blueprint
Project
Plan
Scope
Config.
Plan
Testing
Plan
Unit testing
Test scenario
Integration
4
3
2
1
5
Cutover
Plan
Volume
Test
Stress
Test
Conduct
End User
Training
System
Performance
Review
Project
Team
Org.
Stand. &
Proced.
Technical
Operations
Manual
Progr.
Develp.
EU
Training
Material
Microsoft Word
Documents
Phase 1 - Project Preparation
Change Charter - Goals and objectives of Organizational Change Management
Project Plan - This is a first cut focusing on milestones and Work Packages; details to come.
Scope - Sets the initial definition of the project; input from sales cycle.
Project Team Organization - Sets the who of the project: Standards & Procedures - Sets the why and
how of the project.
Phase 2 - Business Blueprint - Requirements reviewed for each SAP Reference Structure item and
defined using CI Templates (in the Q&Adb). Business Blueprint - This is the output of the Q&Adb
and is the key document for Phase 3.
Phase 3 - Realization - Master Lists - Define business scenarios and R/3 transactions to be realized in
the system. BPP - Business Process Procedures representing R/3 transactions; used for unit testing &
documentation. Planning - Defines how the configuration will be done and how it will be tested.
Development Programs - Provides details of the external programming requirements. EU Training
Material - End User training material and process documentation.
Phase 4 - Final Preparation Stress & Volume Tests - Plans for confirming the production hardware’s
capabilities
Cutover Plan - The details of how to move to the production environment and go live
Conduct End User Training - Delivery of the necessary levels of R/3 End User training prior to going
live
Phase 5 - Go Live & Support: Ensuring system performance through SAP monitoring and feedback.
© SAP AG
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QM
QM
Phase 2: Business Blueprint - Work Packages (1)
Organizational
Organizational
Structure Definition
Structure Definition
Business Process
Business Process
Definition
Definition
Project Management
Project Management
Technical Design Planning
Technical Design Planning
Organizational Change Management
Organizational Change Management
Design Training Plans
Design Training Plans
Establish Development System Environment
Establish Development System Environment
© SAP AG
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Project Management
Project Management
Checklist
Checklist
• Prepare and attend
status meetings
• Prepare and attend
steering committee
meeting
• Correct project
variances
• Refine project plan
• Change Management
• Team-building
activities
9
9
9
9
9
9
Configuration
D
o
cu
men
tat
io
n
Project Management
The purpose of this work package is to establish a proper cycle of project management activities,
which ensure that the implementation project is on target. It determines all project planning,
controlling and updating activities. It also identifies where changes in the relationship between
business processes and the organizational structure need to be managed, in consultation with
departmental management. The same work package is also in the subsequent phases.
The Project Review Program is provided as an SAP service. Reviews can be scheduled throughout
the duration of the project. A review provides an independent and objective management verification
of a company´s SAP product implementation project, identifies any risks to the project goals and
recommends appropriate corrective actions.
© SAP AG
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Accelerators:
Activities
Organizational Change Management
Business
Blueprint
Business
Blueprint
n
OCM Implementation White Paper
n
Communications White Paper
n
Organizational Optimization White Paper
Initiate and Conduct OCM
Risk Assessment
Plan and Establish Sponsorship
and Leadership Process
Plan and Establish
Communication Process
Implement Business Optimization Process
Measure/evaluate effectivity of steps taken
Determine potential
risks
Set priorities,
bearing all possible
outcomes in mind
Establish and take
steps designed to
minimize risks
The purpose of the Organizational Change Management work package is to address the
organizational and human resource factors that have an impact on the SAP implementation.
The Organizational Change Management work package includes a series of change processes that
allow the change team to manage organizational risks.
These Organizational Change Management processes ensure that the change team understands and
manages the company’s perceptions of and responses to the changes that will occur after the
implementation of the SAP System.
During the Blueprint Phase the Organizational Change Management creates the foundation for a well
integrated Organizational Change Management program.
© SAP AG
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Conduct Project Team Training
Analyze End User Training and
Documentation Strategy
Prototype End User Training and
Documentation Deliverables
Accelerators:
Project Team Training Template
Curriculum Planner
Training Environment Setup and Considerations
Knowledge Warehouse (Information)
Activities
Design Training Plans
Business
Blueprint
Business
Blueprint
The purpose of this work package is to finalize and conduct level 2 of the project team training.
During the training business blueprint phase, the end user training and documentation strategy is
carefully analyzed. The training team develops the training curriculum and selects the delivery tools.
End user training and documentation prototypes are demonstrated during this phase.
The purpose of the Conduct Project Team Training activity is to conduct Level 2 project team
training so that team members can obtain an overview of the business processes or technical features
in their area. This training is a prerequisite to the detailed business process courses and detailed
technical courses (Level 3 training), and enables the project team to start to match their company
requirements with SAP functions during the Business Blueprint phase.
The purpose of the Analyze End User Training and Documentation Strategy activity is to analyze the
end user training and documentation strategy, and finalize the plan for developing the training
content, training documentation, and training delivery.
The purpose of the Prototype End User Training and Documentation Deliverables activity is to
design and develop a training and documentation prototype, and analyze and determine the system
requirements necessary for conducting training. The tasks involved with this activity will occur at
times simultaneously with the tasks in Analyze End User Training and Documentation Strategy.
© SAP AG
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Phase 2: Business Blueprint - Work Packages (2)
Project Management
Project Management
Organizational Change Management
Organizational Change Management
Training in the Business Blueprint Phase
Training in the Business Blueprint Phase
Business Process
Business Process
Definition
Definition
Technical Design Planning
Technical Design Planning
Establish Development System Environment
Establish Development System Environment
QM
QM
Organizational
Organizational
Structure Definition
Structure Definition
The purpose of the Technical Design Planning work package is to
• Further define the planning that was started in phase one.
• Document the technical design.
You should anticipate the future needs of additional SAP systems and hardware as the project
continues and begin the technical design planning for them as early as possible.
The purpose of the Establish Development System Environment work package is to install and set
up the development system for the start of implementation.
For local rollout projects, as part of a global implementation project, the Global Solution Package
will be used to set up this environment. Please refer to the task Getting Familiar with Global
Solution Package in Phase one of the Rollout Roadmap.
© SAP AG
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Technical Design Planning
Set up Development Environment
System Administration Procedures
Business
Blueprint
Business
Blueprint
Accelerators:
IT Infrastructure Document
SAP Web Installation Guides
SAP Software and License Keys
Activities
Activities
Establish Development Environment
Upgrad
e
Srateg
y
Create Technical Design
Create Technical Design: The purpose of this activity is to define and document your technical
design. It is recommended that you seek support from your hardware partner for this work.
Set Up Development Environment: The purpose of this activity is to install and configure the
technical environment for the development system. This activity includes installing the hardware,
verifying the technical environment, installing the SAP software and frontend components, and
configuring and securing the technical environment of the SAP System.
System Administration Procedures: The purpose of this activity is to define and verify the system
administration procedures for the development system. It is an ongoing process throughout the
Business Blueprint phase.
© SAP AG
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SAP AG 2001
Available now
http://service.sap.com
For customers
and Partners
K
E
Y CO
MP
O
N
EN
T
S
The SAP Service Marketplace is SAP´s one-stop Internet platform that provides
personalized access to all services necessary to design, build and maintain a
high quality solution
Benefits
Easy, one-stop access to
SAP services - anytime,
anywhere
A full range of services to
ensure solution
completeness
Information that is easy to
find and understand, as
you navigate easily
through well-organized
topics - and you can
personalize the site to suit
your needs
Support Services
Submit messages, access support packages and SAP
notes
Request remote service sessions like Early Watch
Consulting & Education Services
Request hardware sizing, consulting
Online booking of training sessions worldwide
Information Services
Detailed information around the SAP solutions
SAP related new offerings
Download best practices materials
SAP Service Marketplace
© SAP AG
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SAP AG 2001
Phase 2: Business Blueprint - Work Packages (3)
Project Management
Project Management
Organizational Change Management
Organizational Change Management
Training in the Business Blueprint Phase
Training in the Business Blueprint Phase
Business Process
Business Process
Definition
Definition
Technical Design Planning
Technical Design Planning
Establish Development System Environment
Establish Development System Environment
QM
QM
Organizational
Organizational
Structure Definition
Structure Definition
The purpose of this work package is to define the enterprise organizational structure using SAP
organizational units, such as company codes and sales organizations.
In conducting the organization structure workshop, topics such as the following need to be
addressed:
• What enterprise areas and business processes will be used in the system?
• Which organizational units within the company will be affected by the implementation?
For a rollout project, many of the organizational structure elements may already have been included
in the template. For the part remaining, documentation for the intended solution including naming
conventions will usually be provided by the global solution package from the Global Template
project. The organizational structure(s) will then have to be reviewed, validated and completed.
© SAP AG
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Schedule and Prepare Organization
Structure Workshop
Conduct Organization
Structure Workshop
Recommend and Approve
Organization Structure
Accelerators:
Organization Structure Presentation
Enterprise Modeling - Consultant's Handbook
Sample Scope Document
Tasks
1
1
SAP Reference Model
Organization
Business Strategy
Define Business Organization Structure
Business
Blueprint
Business
Blueprint
The purpose of this activity is to prepare for business organization structure workshops to define the
organizational structure of the company within the system. The organizational structure is
established to give structure to the logistic and financial enterprise areas.
© SAP AG
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QAdb
Documents
Q&Adb Structure
1
1
QAdb
QAdb
QAdb
User
Issues
Report
Development
Basis
SAP Reference Structure
1
User Roles
1
1
1
1
Training and Documentation
Cross-application
Business Processes
Master Data
1
General Settings
1
Organization
1
1
1
mySAP.com
KPI
Business Strategy
The section under Business Strategy sections contain items designed to collect information about the
general business strategy and the implementation.
The Key Performance Indicators (KPI) substructure is designed to assist you measure, analyze and
improve the value added process and business performance in your enterprise.
The mySAP.com substructure is there to assist you analyze and document how you might implement
the SAP Internet solution in your enterprise.
The Organization substructure contains items that describe the R/3 system organization structure.
This is the framework in which the R/3 System is configured.
The General Settings section contains elements of the R/3 Implementation Guide (IMG). This is of
overall importance for Business Blueprint phase to set up the R/3 system properly.
The Master Data section contains items that describe the master data structure that controls the
behavior and implementation of an R/3 System.
The Business Processes area of the Q&Adb contains the process structure items as represented in the
SAP Reference Structure.
The Cross-application section refers to all data objects (tables, entities or processes) that relate to
more than one business application.
The Training and Documentation section collects information about the planned training and
documentation standards in an SAP product implementation.
The User Role node provides all the SAP user roles (based on Release 4.6B of the R/3 System). The
project team can use these roles to analyze the project-specific requirements for user profiles.
The content of the Development area is created automatically by the application. It is designed to
hold all functional specification documentation data that you entered in the Associated Items box
The Documents substructure of the Q&Adb allows you to store and manage all documents related to
the entire life cycle of your SAP System. For example the Business Blueprint document and drafts
thereof would be stored here.
© SAP AG
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QAdb
Documents
1
1
QAdb
QAdb
QAdb
User
Issues
Report
Development
Basis
SAP Reference Structure
1
User Roles
1
1
1
1
Training and Documentation
Cross-application
Business Processes
Master Data
1
General Settings
1
Organization
1
1
1
mySAP.com
KPI
Business Strategy
Associated Items 1
Business Analysis
Question
CI Template
BP Transaction
User Roles
Project Documentation
SAP Documentation
IDES Documentation
Associated Items
The Question(s) enable you to gather requirements on specific business scenarios and their
processes. A question may appear within several structures. The answer to a question on a specific
occurrence within any structure is visible on all other occurrences using that question. While answers
given to a question are visible at all occurrences, questions can only be answered and answers can
only be changed at the current structure level. These questions are open-ended and promote the flow
of information between you and the consultants who will configure your system. Using your answers
as a guide, consultants define your company’s requirements in detail and adapt process models to
reflect your company’s needs.
The User Roles enable consultants in the Blueprint phase to identify, adapt and describe SAP-
delivered user roles based on project-specific requirements.
The CI template sections form the heart of the Business Blueprint document. It is important to
provide as much information as possible when entering your answers in these sections. In some cases
the information may not be known at the Blueprint stage, if this occurs, it should be noted in the CI
template answers. For example, when you enter the Authorization Considerations question during
the Business Blueprint phase only high level information is available. As this changes, the Q&Adb
should be updated with detailed authorization requirements.
During the initial Q&Adb setup, you specified the path to SAP and IDES documentation. This
documentation is available for view only and cannot be changed. If an SAP or IDES document is
available for a selected function, the name of the document displays in the Associated Items box.
Click the document to view it.
You may add, view, or delete documentation to the Project Documentation folder in the Associated
Items box. It is recommended that all documents are put into the Project Documentation directory so
that they can then be found in the Q&Adb directory.
© SAP AG
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SAP Reference Structure
Associated Items 2
Information
Note:
Availability of Associated
Items Objects depends on
Structure Level
Functions
Input / Output
Organizational Units
Project Documentation
Key Performance Indicator
Where used Enterprise Area
Where used Scenario
Associated Items
Not Yet Processed
In Process
On Hold
Completed
Predefined
Technical Analysis
Conversions
Interfaces
Reports
Forms
Other Development
Status
The Associated Items frame which appears on the right side of the Q&Adb application screen
represents a user interface work area and a display area for user-specific information. The range of
possible associated items are indicated above. However, note that the actual associated items
displayed at any one time in the Q&Adb will be those linked to the SAP reference structure item
currently selected.
The Technical Analysis tab allows you to specify development requirements for your project. This
information is used to draw up a technical specification from the Development List (DL) that forms
the basis of programming. There are specific functional and technical specification templates for
each of the areas on the Technical Analysis tab.
© SAP AG
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Compose Project Structure
SAP Project Reference Structure
SAP Product Reference Structure
R/3
BBP
SAP Reference Structure
SAP Reference Structure
1
1
Development
Basis Components
SAP Reference Structure
1
Training and Documentation
1
1
1
1
User Roles
Cross-Application Components
Business Processes
Master Data
1
General Settings
1
Organization
1
1
1
mySAP.com
KPI
Business Strategy
1
1
Development
Basis Components
SAP Reference Structure
1
Training and Documentation
1
1
1
1
User Roles
Cross-Application Components
Business Processes
Master Data
1
General Settings
1
Organization
1
1
1
mySAP.com
KPI
Business Strategy
CRM
You can map SAP Reference Structures of various mySAP.com components in a Q&Adb. This
enables you to create a Business Blueprint for a mySAP.com solution that consists of more than one
mySAP.com component.
•
Compose Project Structure:
The project manager can group together SAP Reference
Structures of various variants, such as R/3, APO, and BW. This enables the project team to
process the entire implementation scope in one Q&Adb.
• Before the project reference structure is created, the SAP Reference Structure on the left of the
Q&Adb screen area only contains structure items from level 1; in other words, the structure still
has to be "filled." The project manager and business process team can define the project scope
under Administration -> Compose project structure. The Create Project Reference Structure
dialog box displays the SAP Reference Structures of all variants installed as indicated on the
right under “SAP Product Reference Structure”.
• The structure items selected as in scope can then be transferred from the SAP Product
Reference Structure to the SAP Project Reference Structure (from right to left) and processed in
the Q&Adb.
© SAP AG
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Scoping
Edit
...
Project scope
...
Set in scope
...
3
Structure Item
D
2
Structure Item
B
2
Structure Item
C
SAP Reference Structure
1
Structure Item
A
3
Structure Item
E
SAP Reference Structure
1
Structure Item
A
2
Structure Item
C
3
Structure Item
E
View
Reports
Before you begin answering questions, decide which structure items are valid and appropriate for
your business. Setting these items In Scope delimits the information gathering of the Q&Adb to your
specific business.
Any one or all hierarchy items can be set in scope by right-clicking on that item in the tree view and
choosing Set in scope.
In Scope areas appear in yellow for easy identification.
In Scope status can be removed from individual hierarchy items as necessary by clicking the checked
Set in scope menu item.
If you would like to see only the items in scope, choose View-> Project scope.
© SAP AG
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Set Owner
SAP Reference Structure
1
Structure Item
2
Structure Item
3
Structure Item
Business Owner
Select Owner
Consultant
An Owner is person who is responsible for one or many Structure items on different levels.
You can assign an owner from the customer’s project team and/or a consultant to each structure item.
You can:
• Generate View by Owner
This view displays only the structure items assigned to a particular owner. For example, you can
display structure items for which you are the owner or for which you have assigned a particular
team member as owner.
• Use the Owner report option
This means that only those structure items that are assigned to you or to one of your team
members are included in the report.
• Include the name of the owner for each structure item in your report
Setting ownership ensures that a warning message appears if a user changes a structure item which is
assigned to another owner.
© SAP AG
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Issues Database
Details
Details
Priority
Priority
,
,
Status, Project phase,
Status, Project phase,
Responsible
Responsible
Action Item Prority, Resolution
Action Item Prority, Resolution
Effort Category, Planned, Actual,
Effort Category, Planned, Actual,
Remainung
Remainung
Documents MS-XL, MS-Word, MS-PP
Documents MS-XL, MS-Word, MS-PP
All
All
by Classification
by Classification
All by Project Phase
All by Project Phase
All
All
Issues
Issues
Closed Issues
Closed Issues
....
....
Issue Editor and Documentation
Issue Editor and Documentation
Open Issues
Open Issues
Unsolved
Unsolved
Problems
Problems
Edit View Reports
Administrative
Issues
All Issues
Current View
Listing
Listing
in
in
EXCEL
EXCEL
Table
Table
The Issues substructure helps the project management team to record, monitor, and manage open
questions or unforeseen problems that arise during implementation. Issues may hinder project
progress or even jeopardize its success if a solution is not found. They may have an impact on the
project scope, budget, timeline, and resources.
When you log on, the system informs you of any outstanding issues for which you are responsible.
You can choose to go directly to your open issues. The system will also display a message telling
you if you have been informed about an issue.
© SAP AG
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Business Strategy
2
General Enterprise Strategy
2
Markets
2
Procurement Strategy
SAP Reference Structure
1
Business Strategy
Question
Project Documentation
Business Analysis
Status
Business
Blueprint
Business
Blueprint
In this substructure, you can gather information on your enterprise’s general business strategy. Using
questions and customer input templates, you are able to, for example, analyze your business strategy,
describe your corporate culture and give details of your competitive and market position. The
information you enter here is of strategic importance to your enterprise and essential for mapping
your enterprise specific requirements to the SAP System.
© SAP AG
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mySAP.com
SAP Reference Structure
1
mySAP.com
2
Workplace
3
Buy Side
2
The Marketplace
3
Sell Side
Question
CI Template
Project Documentation
Business Analysis
Status
Business
Blueprint
Business
Blueprint
In the mySAP.com substructure, you can analyze and document how to implement your SAP
Internet solution in your enterprise. The questions and CI templates contained here focus on the
Workplace and the Marketplace. The project documentation stored in this substructure provide
guidelines for successfully implementing mySAP.com.
Customer Input (CI) templates exist for all structure items. Using these templates you can document
and analyze the main areas of the mySAP.com substructure. The information you enter here is
essential for drawing up your Business Blueprint.
© SAP AG
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Organizational Structure
SAP Reference Structure
1
Organization
2
Procurement....
3
Company Code
2
Cross-application....
3
Controlling Area ...
Business Analysis
Question
CI Template
Project Documentation
SAP Documentation
IDES Documentation
Status
Information
Business
Blueprint
Business
Blueprint
The Organization structure level contains items that describe the system organization structure in
which framework the SAP system is configured. In the Q&Adb, questionnaires facilitate gathering
requirements on the company’s structure and processes that allow an initial mapping of the
company’s business to a proposed SAP organizational structure. The answers to the questions form
part of the Business Blueprint.
The second level contains the available enterprise areas (e.g. Sales and Distribution). It is not
recommended that you change or enhance this level of the organization structure.
A third level further defines the organization (e.g. Sales area data).
© SAP AG
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Users
Users
Issues
Issues
Status
Status
Master lists
Master lists
BPML
BPML
OSL
OSL
DL
DL
AL
AL
Business Blueprint
Business Blueprint
-
-
-
mySAP
mySAP
.com
.com
-
Reports (Business Organization Structure)
Edit View Reports
Business strategy
Business strategy
Scope document
Scope document
Reports
Reports
-
Scope document
Business strategy
mySAP.com
Business Blueprint
All
KPI
Organizational structure
General settings
Master data
Business processes
Cross-application
components
User roles
Training and
documentation
Development
Master lists
Organizational Structure
List
Business Process Master
List
Development List
Authorization List
Status Report
Administrative
Issues
-
-
Business
Blueprint
Business
Blueprint
Reports allows you to display project documentation in different forms, and creates a report structure
in the Q&Adb.
© SAP AG
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Phase 2: Business Blueprint - Work Packages (4)
Project Management
Project Management
Organizational Change Management
Organizational Change Management
Training in the Business Blueprint Phase
Training in the Business Blueprint Phase
Business Process
Business Process
Definition
Definition
Technical Design Planning
Technical Design Planning
Establish Development System Environment
Establish Development System Environment
QM
QM
Organizational
Organizational
Structure Definition
Structure Definition
Business Process Definition
The purpose of this work package is to determine the company requirements based on SAP business
processes, to provide the required functions. The business process definitions create your Business
Blueprint.
In the case of a local rollout (an implementation project itself part of an overall, global
implementation comprising a number of implementation projects), most of the company
requirements should already have been determined at the global, program level and mapped to the
corresponding SAP settings.
Note that you must have defined your organizational structure before proceeding to business
processes.
In case of a local rollout, the Global Solution Package must have been delivered. This is the
definition of the core requirement common across all implementations in a company’s multi site
and/or multi national implementation of SAP product.
© SAP AG
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Business
Blueprint
Business Process
Questions
SAP Reference
Structure
INPUT
OUTPUT
Business Process
Definition
Technical Analysis
Functional
Specifications
Organizational
Structure
Master
Lists
Business Analysis
Questions
CI Template
BP Transactions
Business Process Definition
Business
Blueprint
Business
Blueprint
After the definition of the organizational structure, you define the business processes of the company
in terms of the R/3 System.
The Q&Adb is the tool supporting the definition of the business processes. You can use the CI
(Customer Input) template and the business process questions within the Q&Adb to support the
preparation and completion of the business process definition. For detailed analysis, you can access
external tools for modeling the business processes via the Q&Adb.
Generating the Business Blueprint gives you the company’s business process requirements in one
document.
Generating the Business Process Master List gives you the business processes which are in scope for
Customizing in the Realization Phase.
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Activities
Prepare for Business Process Workshops
Conduct General Requirements Workshops
Accelerators:
■
Business Consulting Approach to Improve KPIs
■
Sample Measure Driver Tree
■
Sample Business Blueprint
Sample
Sample
Scope Document
Scope Document
Input
Input
DE
DE
US
US
CH
CH
DM
DM
USD
USD
CHF
CHF
ISO
ISO
Norms
Norms
Numbering systems
Numbering systems
, Chart of
, Chart of
accounts
accounts
...
...
Business
Blueprint
Business
Blueprint
Business Process Definition
Prepare for Business Process Workshops: The purpose of this activity is to ensure efficient business
process workshops. This means determining who attends, which business processes are discussed,
and other applicable topics. To ensure effective meetings, you should send all relevant materials and
business process guidelines to the participants prior to the workshops.
Conduct General Requirements Workshops: The purpose of this activity is to analyze your
standardization aims (general settings) and the constraints to which they are subject. This activity
deals with determining whether standardization is, or ought to be, one of your objectives. Some of
the items which should be standardized include:
• Numbering systems for data records
• Charts of accounts
• Statistics
• Units and measurement
• Balance sheets and profitability analyses
• Handling of procedures, rules and standards for data transfer between application systems
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General Settings and Master Data
SAP Reference Structure
2
Countries
2
Currencies....
1
General Settings
1
Master Data
3
Material Master....
2
General Master Data....
3
Serial Numbers....
Technical
Analysis
Business Analysis
Question
CI Template
BP Transaction
Project Documentation
SAP Documentation
IDES Documentation
Information
Status
Business
Blueprint
Business
Blueprint
In the General Settings substructure, you can determine general settings in line with the
Implementation Guide (IMG), such as currencies, that apply across your entire SAP System. These
settings are required to set default parameters in the SAP System
In the Master Data substructure, you can see the structure of master data in the SAP System. It is
organized according to enterprise area. General master records, for example, Material Master, Work
Center, Customer/Vendor Master Record are located below the enterprise-specific master data items
in the tree structure.
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Conduct Business Process Workshops (1)
Determine the Need for Extended Functions
Determine Forms Requirements
Determine Reporting Requirements
Determine Required Interfaces
Determine Conversion Requirements
Determine Required Enhancements
Clarify Deficient Areas
Analyze CRM Requirements for BW Integration
Business
Blueprint
Business
Blueprint
Conduct Business Process Workshops
The purpose of this activity is to conduct the business workshops to determine and complete all
requirements including:
Business
process
Reporting
Interfaces
Conversions
Enhancements
Authorizations
The business process workshops are a crucial part, as all the results gathered during the workshops
subsequently create the Business Blueprint. It is necessary to use the questions not yet answered in
the Q&Adb to determine business requirements, and to complete a Customer Input (CI) template for
each business process.
In case of a local rollout, the general company requirements regarding standardization aims have
usually been completed during template development. Nonetheless they should be kept in mind and
local detailed requirements coming up during this task should be fed back to the core team,
especially if deficient areas are detected.
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Conduct Business Process Workshops (2)
4
Process Groups
5
Processes
2
Enterprise Areas
3
Scenarios
SAP Reference Structure
1
Business Processes
Technical
Analysis
Business Analysis
Question
CI Template
BP Transaction
User Roles
Project Documentation
SAP Documentation
IDES Documentation
Information
Status
1
User Roles
Business
Blueprint
Business
Blueprint
The Q&Adb questions and the corresponding process models are used to facilitate and frame the
gathering of company input.
The questions concerning the business process are dependent for their content on the respective
business process. The answers can either be freely formulated or are given:
y
Yes, No, Unanswered
y
Answer list
The questions concerning the CI template are the same for all business processes and can be
answered freely.
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Diagram Explorer (Intellicorp)
- read only -
Aris for R/3 (IDS)
ERP Modeler (CASE wise)
Live Model (Intellicorp)
Determine coverage level
• high
• medium
• low
Analyze Business Processes
External Modeling Tools
4
Process Groups
5
Processes
2
Enterprise Areas
3
Scenarios
SAP Reference Structure
1
Business Processes
Conduct Business Process Workshops - Modeling
Business
Blueprint
Business
Blueprint
You can use external modeling tools to compare enterprise process areas, scenarios, and processes
with the SAP Reference Structure.
In addition to installing the modeling tool you wish to use, you also need to choose the relevant
modeling tool in the field “Business Modeler“ in User Maintenance in the ASAP Administration
Tool.
The comparison with the SAP Reference Structure clarifies to what extent your own business
processes can be covered by the R/3 business processes.
The business fit can be high, medium, or low. The measures that need to be taken to achieve this
depend on the analysis:
y
High, through Customizing
y
Medium, through enhancement
y
Low, own transactions.
If an enhancement is necessary, it can be documented in the structure of the Q&Adb on each level by
adding customer-defined objects.
Copying of objects is supported on every level.
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Code Transaction DOC Scope BaseLine
C1-C4
MK01 Create Vendor Mstr Data
Item name Item count Answered In Scope
Business Process Transactions n N/A n
Business
Business
Process
Process
Transactions
Transactions
Run
Run
R/3
R/3
Transaction
Transaction
User
User
Profile
Profile
R/3 Information
R/3 Information
4
Process Groups
5
Processes
2
Enterprise Areas
3
Scenarios
SAP Reference Structure
1
Business Processes
Conduct Business Process Workshops - BP Ta.
Business
Blueprint
Business
Blueprint
The description of the business processes is completed by including the related Business process
transactions in the scope of the implementation project. The number of transactions related to the
business process will be displayed on the business process transaction matrix when you choose
Business process transactions.
The business process transaction matrix shows:
Code: Name of the business process transaction
Transaction: Long text of the business process transaction
DOC: Link to R/3 Documentation
SC (Scope): shows that the business process transaction is in scope
BL (Baseline): Indicates the business process transaction within the Baseline scope (the basic scope
of transactions that will be implemented
C1-C4: describe proposed cycles for configuration tests.
The business process transaction matrix contains the default values for the business process
suggested by SAP. You should not make changes in the business process transaction matrix, but in
the Business Process Master List, an MS-Excel file that is based on the business process transaction
matrix in the Q&Adb. You should only make changes with the support of consultants.
From the matrix, it is possible to call up the corresponding transaction in the R/3 System, providing
that the relevant settings in the Admin tool user profile have been maintained and the R/3 System is
available.
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User Roles
4
Process Groups
5
Processes
2
Enterprise Areas
3
Scenarios
SAP Reference Structure
1
Business Processes
Business Analysis
Questions
CI template
Transactions
Assigned user roles
User roles by
transaction
Transactions by
user role
Project documentation
SAP documentation
IDES documentation
1
User Roles
Business
Blueprint
Business
Blueprint
Once each process team has collected information about the different roles during business process
workshops, the Organizational Change Management (OCM) team is reponsible for bringing together
the various design documents and creating a master set of roles (see: Business Blueprint,
Organizational Change Management Blueprint, Implement Business Optimization Process, Create
Role Report). The objective of this step is to develop a set of roles small enough to allow flexibility
in organizational design yet large enough to enable some degree of standardization throughout the
company.
Once the roles are confirmed, business process teams assign the roles to the transactions (manual and
SAP).
The best way to do this is to use the Q&Adb, if one is available and used. Finally a report needs to be
generated listing all business processes, transactions and roles. The report should then be distributed
to all teams for confirmation. Once the report has been confirmed, no changes should be undertaken
without formal change control.
The User Roles substructure is made up of user roles that have been defined by SAP. The project
team can use this substructure to determine the user profiles they require for their specific project. It
is possible to define, copy and rename user roles. You can also display the functions assigned by
SAP to user roles for each structure item.
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Assemble Business Blueprint
Identify Baseline Scope
Verify Business Blueprint Completeness
Tasks
Rep
orts
Rep
orts
Rep
orts
Rep
orts
Complete Business Blueprint
Accelerators:
Sample Business Blueprint
Sample Business Blueprint Summary Presentation
Business
Blueprint
Business
Blueprint
The purpose of this activity is to complete the Business Blueprint, which is the main deliverable of
Phase 2. The Business Blueprint serves as your conceptual master plan, and becomes a detailed
written document. This document shows you the business requirements in detail, and serves as the
basis for organization, configuration and, if necessary, development activities.
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Reports (Business Process Definition)
Users
Users
Issues
Issues
Status
Status
Master lists
Master lists
BPML
BPML
OSL
OSL
DL
DL
AL
AL
Business Blueprint
Business Blueprint
-
-
-
mySAP
mySAP
.com
.com
-
Edit View Reports
Business Strategy
Business Strategy
Scope document
Scope document
Reports
Reports
-
Scope document
Business strategy
mySAP.com
Business Blueprint
All
KPI
Organizational structure
General settings
Master data
Business processes
Cross-application
components
User roles
Training and
documentation
Development
Master Lists
Organizational Structure
List
Business Process Master
List
Development List
Authorization List
Status Report
Administrative
Issues
-
-
Business
Blueprint
Business
Blueprint
Reports allows you to display project documentation in different forms, and creates a report structure
in the Q&Adb.
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Tasks
Bu
sin
es
s
Bu
sin
es
s
Blu
ep
rin
t
Blu
ep
rin
t
Blueprint Document Review and Signoff
Business
Blueprint
Business
Blueprint
Prepare for Presentation of Blueprint Review
Conduct Review and Sign-Off
Accelerators:
Business Blueprint Quality Checklist
Project Signoff Form
Executive Summary of Business Blueprint
Powerpoint Presentation
Prepare for Presentation of Blueprint Review
The purpose of this task is to distribute the Business Blueprint to team members, and to organize the
Business Blueprint review and signoff meeting.
Conduct Review and Sign-Off
The purpose of this task is to review and sign off the Business Blueprint. This contains business
processes and scenarios, gaps between business processes and system functions, reports, models,
conversions and interfaces. Furthermore, the baseline scope needs to be reviewed at this time.
As a result of the Business Blueprint sign-off, you confirm the following:
• Process design
• Organizational structure
• Baseline scope
• Technical design
• System landscape
You have now completed your second project milestone.
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QM
QM
Phase 2: Business Blueprint - Work Packages (5)
Project Management
Project Management
Organizational Change Management
Organizational Change Management
Training in the Business Blueprint Phase
Training in the Business Blueprint Phase
Business Process Definition
Business Process Definition
Technical Design Planning
Technical Design Planning
Establish Development System Environment
Establish Development System Environment
Organizational
Organizational
Structure Definition
Structure Definition
The purpose of this work package is the final verification of all deliverables from this phase. It is
critical that quality checks be performed throughout the phase, as tasks are completed. The Business
Blueprint ensures that everybody has an accurate understanding of the final scope of the project
regarding business processes, organizational structure, and system environment.
In addition, this includes project team member training, project standards, and strategies in the
technical area. You must address issues regarding changes in scope, impact on budget, and resource
planning.
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Quality Check Checklist
• Validate project team status
and steering committee
meeting
• Verify teambuilding activities
• Ensure user roles and
responsibilities
• Confirm technical design
• Verify development
environment/system
landscape
• Sign off Business
Blueprint/Baseline Scope
9
9
9
9
9
Configuration
9
D
o
cu
m
en
tatio
n
Quality Management Business Blueprint Phase
The purpose of this activity is to collect all deliverables and to review them for completeness and
accuracy. Although quality checks are performed when specific tasks are completed, it is critical to
review them together because individual results from one task may have an adverse impact in
another area of the project. Upon completion of this quality check, signoff is obtained and the project
proceeds to the next phase.
This slide lists only the most important points of the checklists for project management or quality
assurance. You can find the complete checklists for the first and last Work Package of Phase 2:
Business Blueprint in the ASAP Roadmap documentation.
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Unit
Unit
Unit
Topic
Topic
Topic
Legend:
Legend:
Legend:
Phase 1
Project Preparation
Phase 2
Business Blueprint
Phase 3
Realization
Implementation
Roadmap
Phase 4
Final Preparation
Phase 5
Go Live & Support
Overview Diagram: Implementation Roadmap (3)
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Upon completion of this topic, you will be able to:
z
Explain the Realization Phase activities of the
ASAP Implementation
z
Explain and demonstrate how the ASAP tools
and accelerators support the Realization Phase
activities
Phase 3: Realization: Objectives
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The Purpose of Phase 3: Realization
Project
Preparation
Business
Blueprint
Realization
Final
Preparation
Go Live &
Support
ASAP Roadmap
The purpose of this phase is to implement business and process requirements based on the Business
Blueprint. The objectives are final implementation in the system, an overall test, and the release of
the system for production (live) operation. The project team needs to get the corresponding training
in these areas.
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Realization - Roles & Key Focus
Review, Status/
Cutover & Prod.
Support Plan
Steering
Meetings
Team Bldg
Activities
Analyse Org
Implement.
Risks
Refine Training
Sched/ Review
Proj Team Risk
Assmt
Attend PTT
Attend PTT
E.U. Training:
content & prep
Approve Config
Plans/Validate
Completion
Org Structure
System Test
Plans/QA &
Prod Enviro/
Prep for ABAP
Define
A-R-I-C-E
Create &
Register Dev
Create,Test,
Migrate
Programs &
Procedures
Test, Review, &
Approve
Review Strategy
Create Models
Authorize Design/
Job Functions
Define Scope &
Test Cases/
Approve
Signoff
Quality Check
Signoff
Signoff
Check for
Approvals
Review / FU on
Recommends
Attend PTT
Org Impact/
Risk / Sponsor
Steering
Steering
Sponsors
Sponsors
Project
Project
Mgt
Mgt
Consultant
Consultant
Customer
Customer
Technical
Technical
Training
Training
Change
Change
Security
Security
Proj Mgt
Proj Mgt
Org Chng
Org Chng
Mgt
Mgt
Proj
Proj
Team
Team
Training
Training
Config
Config
Sys Admn
Sys Admn
ARICE
ARICE
Arch
Arch
/Form
/Form
Integration
Integration
QC
QC
***************
Conduct
Test Cases
**************
***************
Check for
Approvals
**************
***************
Analyze Org
Implement.
Risks
**************
***************
Realization
Phase
Review
**************
***************
Refine Scope
Config/Define
Test Cases
**************
Role
Groupings
Phase
Content
These are the primary roles in an SAP implementation (all the roles are defined in the
Implementation Assistant).
Steering Committee - members include Project Sponsors, the SAP Consulting Manager (and/or the
TeamSAP Coach), and project managers. The committee is also the primary source for the
company’s long-term goals and vision, sets priorities, approves scope, and resolves company-wide
issues.
Project Sponsors - directly communicates the company’s long-term goals and visions and are
members of the steering committee.
Proj Mgt - TeamSAP Project Manager and Customer Project Manager
Consultant - TeamSAP Members, application, cross application, business process
Customer - Project Team Members (business process, power users)
Technical - Customer or consultants for System Administration and Technical, help desk provider
Training - Training & Documentation - project mgr/lead/ developer, Training Development
Instructor, Training Co-ordinator, Training Technology Administrator
Change -These are dedicated individuals assigned to manage the organizational change management
processes: Risk Assessment, Communications, Sponsorship, Skills Development, Knowledge
Transfer or Organizational Optimization.
Security - Authorisation, Administration or Internal Auditor responsible for managing the system
security and authorization environment and may be combined with other (technical) administrative
roles.
Shared items are marked by the ************ brackets.
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Master Lists
Microsoft Excel
Spreadsheets for
Development, Organization,
Business Processes and
Authorizations
Project
Charter
BPP
Documents of an ASAP Project
Q&Adb
Substructures:
Business Strategy
Organization
General Settings
Master Data
Business Process
Cross Application
Development
Business
Blueprint
Project
Plan
Scope
Config.
Plan
Testing
Plan
Unit testing
Test scenario
Integration
4
3
2
1
5
Cutover
Plan
Volume
Test
Stress
Test
Conduct
End User
Training
System
Performance
Review
Project
Team
Org.
Stand. &
Proced.
Technical
Operations
Manual
Progr.
Develp.
EU
Training
Material
Microsoft Word
Documents
Phase 1 - Project Preparation
Change Charter - Goals and objectives of Organizational Change Management
Project Plan - This is a first cut focusing on milestones and Work Packages; details to come.
Scope - Sets the initial definition of the project; input from sales cycle.
Project Team Organization - Sets the who of the project: Standards & Procedures - Sets the why and
how of the project.
Phase 2 - Business Blueprint - Requirements reviewed for each SAP Reference Structure item and
defined using CI Templates (in the Q&Adb). Business Blueprint - This is the output of the Q&Adb
and is the key document for Phase 3.
Phase 3 - Realization - Master Lists - Define business scenarios and R/3 transactions to be realized in
the system. BPP - Business Process Procedures representing R/3 transactions; used for unit testing &
documentation. Planning - Defines how the configuration will be done and how it will be tested.
Development Programs - Provides details of the external programming requirements. EU Training
Material - End User training material and process documentation.
Phase 4 - Final Preparation Stress & Volume Tests - Plans for confirming the production hardware’s
capabilities
Cutover Plan - The details of how to move to the production environment and go live
Conduct End User Training - Delivery of the necessary levels of R/3 End User training prior to going
live
Phase 5 - Go Live & Support: Ensuring system performance through SAP monitoring and feedback.
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Project Management
Project Management
QC
QC
Develop System Test Plans /
Develop System Test Plans /
Establish QA Environment
Establish QA Environment
Organizational Change Management
Organizational Change Management
Training in the Realization Phase
Training in the Realization Phase
Phase 3: Realization - Work Packages (1)
Baseline
Baseline
Configuration
Configuration
Final Configuration
Final Configuration
Integration
Integration
Workflow, ABAP,
Workflow, ABAP,
Conversions and Interface
Conversions and Interface
Prog
Prog
.
.
Enhancements, Reports, Forms,
Enhancements, Reports, Forms,
User Roles, Archiving
User Roles, Archiving
Establish Production
Establish Production
Environment
Environment
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Configuration
D
o
cu
men
tat
io
n
Project Management
Project Management
Checklist
Checklist
• Prepare and attend
status meeting
• Prepare and attend
steering committee
meeting
• Determine project
variances
• Refine project plan
• Determine production
support plan
• Determine cutover
plan
9
9
9
9
9
9
Project Management
Only the most important points of the checklists for project management and the quality check are
listed on this slide. The complete checklists can be found in the ASAP Roadmap documentation.
Note the Project Review Program which is provided as an SAP service. Reviews can be scheduled
throughout the duration of the project. A review provides an independent and objective management
review of the customer implementation project, identifies any risks to the project goals and
recommends appropriate corrective actions.
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Monitor / Update OCM Plan and Activities
Continue Business Optimization Process
Accelerators:
OCM Implementation White Paper
OCM Risks and Activities Guide
Activities
Organizational Change Management
Realization
Realization
The purpose of first of these work packages is to ensure that the Organizational Change
Managemente (OCM) activities take place as planned and are successful in mitigating OCM risks.
The second work package should ensure that there is an infrastructure, which supports the transition
to the new organizational business solution.
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Conduct Project Team Training
Define End User Training and Documentation Content
Develop End User Training and Documentation
Content
Prepare for End User Training and Documentation
Delivery
Activities
Accelerators:
n
Project Team Training Template
n
Training Services and Products
n
Sample Documentation Standards
Create Training Materials
Realization
Realization
The purpose of this work package is to finalize and conduct level three of the project team training.
Also during the realization phase, end user training and documentation is defined, developed, and
finalized.
The purpose of the Conduct Project Team Training activity is to conduct Level 3 project team
training so that team members can get insight of the business processes or technical features in their
area. This training shows the many business and technical options available to your company and
how to configure the system to meet your company needs.
The purpose of the Define End User Training and Documentation Content activity is to set the
standards and review process for training content and documentation development for the End User.
To define an evaluation and improvement process, communicate this information to the course
developers, and develop the course outlines are further tasks involved in this activity.
The purpose of the Develop End User Training and Documentation Content activity is to develop all
training content and documentation as defined in the end user training and documentation plan and
designed in the prototype.
The purpose of the Prepare for End User Training and Documentation Delivery activity is to prepare
for end user training delivery and distribution of documentation. In this activity, you will finalize the
training curriculum and job roles, develop a training logistics plan, test the training system, conduct a
train-the-trainer, and finalize end user training content and documentation materials.
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Team Training
Schedule
Team Training
Schedule
Refine Training Schedule
Baseline
Baseline
Configuration
Configuration
Final Configuration
Final Configuration
Project Team Training
Project Team Training
Level 2
Level 2
Phase
1
Phase
1
Phase
3
Phase
3
Complete training
Project Team Training
Level 3
Level 3
Level 2
Level 2
Level 3
Level 3
Realization
Realization
To prevent a delay in Realization and to have better control, re-evaluate the training schedule:
y
Are your employees receiving the right training?
y
Have there been new people added to the project that need to be added to the training schedule?
y
Have people been reassigned to a different area requiring the schedule to be adjusted?
y
Have all decisions been made on where training will take place and whether or not logistics will
need to be resolved?
Levels of courses in the SAP curriculum: Level 1, awareness - introductory to provide overview of
SAP product features & functions, SAP services & support, implementation framework (ASAP), and
SAP specific terminology; Level 2, readiness - core business process courses to enable individuals to
apply SAP to a company’s processes; & Level 3, proficiency - advanced courses for individuals to
acquire customizing & other detailed functional and technical SAP related expertise.
The project members must take all relevant level 2 and level 3 training by the end of the Baseline
Configuration. NOTE - ideally, Level 2 training is taken by the end of the Project Preparation Phase,
as part of the preparation for Business Blueprint Phase. The Level 2 preparation is also crucial to
obtaining the special configuration knowledge for the applications in the Level 3 training. Ideally,
the Level3 training should be completed prior to, or early in, the Baseline Configuration. In this way,
the project members should be able to go over the training again, and then be able to apply quickly
their newly gained knowledge in Final Configuration.
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Phase 3: Realization - Work Packages (2)
Project Management
Project Management
Organizational Change Management
Organizational Change Management
Training in the Realization Phase
Training in the Realization Phase
QC
QC
Develop System Test Plans /
Develop System Test Plans /
Establish QA Environment
Establish QA Environment
Baseline
Baseline
Configuration
Configuration
Final Configuration
Final Configuration
Integration
Integration
Workflow, ABAP,
Workflow, ABAP,
Conversions and Interface
Conversions and Interface
Prog
Prog
.
.
Enhancements, Reports, Forms,
Enhancements, Reports, Forms,
User Roles, Archiving
User Roles, Archiving
Establish Production
Establish Production
Environment
Environment
The purpose of the Develop System Test Plans work package is to define technical and performance
plans.
The system test plans defined here will be conducted during phase four on the actual production
system hardware, devices, and network. However, initial testing and verification of the test plans
should begin earlier in the development or quality assurance systems during phase three.
The purpose of the Establish Quality Assurance Environment work package is to install and set up
the quality assurance system for integration testing.
The purpose of the Establish Production Environment work package is to install and set up the
production system for productive operation.
For local rollout projects, as part of a global implementation project, the Global Solution Package
will be used to set up this environment. Please refer to the task Getting Familiar with Global
Solution Package in phase one of the Rollout Roadmap.
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Define Production
System Design
Define Productive
System Management
Set Up Production
Environment
Develop System
Test Plans
Establish System
Administration
Functions
Set Up Production Environment
Establish Service Level Commitment
System QA and Production Work Packages
Verify data used in
the initial hardware
disk-sizing estimates
for the production
system
Phase 2
Business Blueprint
Realization
Realization
Set Up Quality Assurance Environment
The preparation from the Business Blueprint phase for developing the system environment can now
be put into practice.
System administration functions are, for example: client copy function, transport system, and
functions for backup and recovery.
Important tests are for example: failure tests, stress tests, and testing of fax and printing devices.
Useful accelerators for this topic can be found in the ASAP Roadmap documentation. Examples:
y
Volume Test Plan / Stress Test Plan
y
Ready-to-Run R/3 in SAPNet
y
SAP System Administration Made Easy Guidebook
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Phase 3: Realization - Work Packages (3)
Project Management
Project Management
Organizational Change Management
Organizational Change Management
Training in the Realization Phase
Training in the Realization Phase
QC
QC
Develop System Test Plans /
Develop System Test Plans /
Establish QA Environment
Establish QA Environment
Baseline
Baseline
Configuration
Configuration
Final Configuration
Final Configuration
Integration
Integration
Workflow, ABAP,
Workflow, ABAP,
Conversions and Interface
Conversions and Interface
Prog
Prog
.
.
Enhancements, Reports, Forms,
Enhancements, Reports, Forms,
User Roles, Archiving
User Roles, Archiving
Establish Production
Establish Production
Environment
Environment
The purpose of the Baseline Configuration work package is to configure and confirm settings from
the Baseline Scope for scenarios, processes, and functions.
During the Business Blueprint phase, the Identify Baseline Scope task divides relevant business and
process requirements into two main blocks. The Baseline block comprises the priority requirements
of the company, ensuring that they can be implemented quickly.
During baseline configuration, work on processes can be configured without programming or
enhancements. Requirements that need programming or enhancements to the SAP system are
addressed in separate work packages in the Realization Phase.
The Final configuration is an iterative process in which you set up your business requirements. You
confirm that all your business requirements are met in the R/3 System. To make configuration easier,
create two or more cycles. Each cycle, based on the value chains in the enterprise, includes the
functions and processes you need. Depending on the scope of implementation, create an appropriate
number of cycles (cycle 1, cycle 2 through to cycle n). Configure these cycles sequentially.
The Final configuration is a transformation process that expands the Baseline solution, defined
during the Business Blueprint and Baseline configuration, through cycles (1 to n) resulting in a
solution that satisfies all stated business requirements.
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Activities
Develop Plans for Baseline Configuration
Configure Initial Settings and Organizational Structure
Configure and Validate Baseline
Prepare Baseline Confirmation
Perform Baseline Confirmation
n
Directory Structure and Naming Conventions
n
Sample Configuration Plan for Baseline
n
Computer Aided Test Tool (CATT)
n
Testing Strategy White Paper
Baseline Configuration and Confirmation
Accelerators:
Realization
Realization
The purpose of the Baseline Configuration and Confirmation work package is to refine the
Baseline Scope from phase 2, to determine the baseline test cases, and create the Project IMG in the
R/3 System.
In baseline configuration one first needs to change general settings and organizational structures in
the System. Only once this is completed can you then configure the business processes in the
Baseline configuration and the Final configuration.
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Goal, Content, and Tools of Configuration
A fully configured, tested and signed off system
Tools/Accel-
erators
Content
Goal
Baseline
Baseline
Config
Config
.
.
and Confirmation
and Confirmation
Final Configuration
Final Configuration
and Confirmation
and Confirmation
ABAP, A-R-I-C-E, Forms and Archiving
ABAP, A-R-I-C-E, Forms and Archiving
Final
Final
Integration Test
Integration Test
Implementation Assistant
Implementation Assistant
• Business Blueprint
• Master Lists and associated Worksheets
• Templates
Test Scenarios
BPPs - Unit Test
R/3
R/3
• IMG
• Documentation
• Transportation
Optional: •Case Procedures
•Final Integration Test Procedures
Realization
Realization
The objective of Realization Phase is the implementation of the system as specified by the Business
Blueprint, its overall test, release and documentation.
The configuration is realized in two Work Packages:
y
Baseline Configuration and Confirmation (planning, implementation, test, and release)
y
Final Configuration and Confirmation (planning, implementation, test, and release).
In order to do the Final Integration Test, you must also plan, realize, and test all relevant interfaces,
system enhancements, and so on. The Business Process Master List (BPML) is the central tool to
properly plan and document Realization. Supporting documents, which provide the additional detail
to actually carry out configuration and testing, are produced using templates (accelerators) designed
for this purpose. The BPML is generated from the Q&Adb.
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Tasks
SAP
Reference
IMG
Generate Project IMG
Accelerators:
Sample Scope Document
Working with Project IMGs
ASAP IMG-Link
Data
Scope
Views
Member
Status
Country
Define Project
Name
Cross-Reference
Doc. type
Transportation
Keywords
Don't Generate Project IMG
IMG Link
Manually
IMG Link
Develop Plans for Baseline Configuration
Business
Blueprint
Business
Blueprint
The purpose of this task is to generate the Project Implementation Guide (IMG). You should use the
Project Implementation Guides to plan and organize the necessary Customizing activities for your
project. When you set up your Project IMGs or Release projects, keep to the standards for using
status indicators, for scheduling, and for documentation, which you defined in the task Define
Project Documentation under the work package Project Procedures (project Preparation phase).
There are two methods of generating the Project IMG:
y
The Project IMG is created manually. This is the more common method, whereby consultants
manually identify the components of the IMG that must be configured according to the project
scope.
y
The Project IMG is automatically generated from the ASAP Question & Answer database
(Q&Adb). This is a new function that uses the scope settings within the ASAP Q&Adb and
transfers them automatically into the R/3 Project IMG. Refer to the accelerator ASAP IMG-Link
for more information.
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ASAP - IMG Link
SAP Reference Structure
1
Structure Item
A
2
Structure Item
C
3
Structure Item
E
Adminstration
Transfer Scope to R/3 System
...
User
User
Maint
Maint
.
.
R3 Info
R/3
R/3
Project
IMG
Project
Documentation
Project
Management
Transfer
Scope
In order to create a direct link from the BPML to the R/3 IMG, proceed as follows:
1. Set the scope in the Q&Adb
During the Business Blueprint phase of the project, the project team undertakes a number of General
Requirements and Business process workshops to define both the high-level scope and detailed
scope. This scope is entered into the Q&Adb.
2. Create Project IMG header in R/3
In order to transfer the Q&Adb scope to the R/3 System, it is first necessary to create a Project IMG
through Project Administration in R/3. Specify a project name and description, select the countries
and save the Project IMG.
3. Verify R/3 Login information in the Q&Adb
Before initiating the transfer to R/3, make sure that the user parameters are set correctly to log on to
the corresponding R/3 System. If you maintained this information in the Admin Tool, you only need
to confirm it here.
4. Generate Project IMG based on the scope set in the Q&Adb
The generation of the Project IMG will be derived from ASAP, based on the agreed scope.
In order to transfer the Q&Adb scope to the R/3 System, select the menu item Administration ->
Transfer Scope to R/3 System. Only the project manager is authorized to transfer the Q&Adb scope
to R/3.
5. You can now branch directly to the IMG Customizing activities from the Business Process Master
List, for a specific transaction scoped in the Q&Adb.
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Baseline Scope
Level 1
Level 2
Level 3
Linking the Blueprint to the Realization Phase
Business
Blueprint
Cycle Scope
Level 1
Level 2
Level 3
The Business Blueprint is Always the Source Document
Re
fere
nc
e
Reference
Development Master List
Level 1
Level 2
Level 3
Authorization Master List
Level 1
Level 2
Level 3
Organization Master List
Level 1
Level 2
Level 3
Business Process Master List
Level 1
Level 2
Level 3
Integration Test
Level 1
Level 2
Level 3
Generate
Worksheets
In Phase 2, the business requirements were defined in the Q&Adb along with the project scope. The
Master Lists reflect the definitions defined in the Business Blueprint document. The various
worksheets used to control and drive the configuration and confirmation process are derived from
those Master Lists.
In all cases where there is disagreement about business process definition, the resolution is found in
the Business Blueprint Document. The Blueprint is the reference source for answering all questions
about requirements definition in Phase 3, Realization. As such, if there are changes, the Blueprint
Document must be updated.
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Business Process Master List
Integration
Cycles
Baseline
Business Process Master List
Check columns
Ba
se
lin
e
Cy
cl
es
In
te
g
ra
ti
o
n
Level 2 - Enterprise Process Area A
Level 3 - Scenario Process AA
Level 4 - Process Group AA00
Level 5 - Business Process AA10
Level 6 - BPP AA11
Level 5 - Business Process BB10
Level 1 - Business Process
… to create
associated
worksheet
… to create
associated
worksheet
Select
process, ...
Select
process, ...
The BPML, which is generated in the Q&Adb, is the central data repository. It contains all R/3
business processes and transactions that represent the scope of the project. The project scope was
determined in the Business Blueprint Phase. The BPML is also generated then, prior to the
commencement of the Realization Phase.
As the central data repository, the BPML is used to feed required business process information to the
working documents (worksheets) used to specify, manage, monitor and control the work packages
of:
y
Baseline Configuration and Confirmation
y
Final Configuration and Confirmation (cycles)
y
Final Integration Testing
During project scope definition in the Business Blueprint Phase, adjustments (Process variants) to
R/3 business processes may have been made to meet customer needs e.g. a distinction between a
goods receipt with and without bar code recognition might be required, in which case a process
variant would have been created. In addition, business process owners will probably have been
identified. Applications consulting will also have defined, with the customer, the order of realization.
All these events of the Business Blueprint Phase will have been reflected in the Master List
illustrated in this slide. They will now be reflected in subsequent BPML worksheets derived from
this Master List in the Realization Phase.
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Worksheets within the BPML
Cycles
Baseline
Integration
• Baseline Scope
• Cycle 1 Scope
• Cycle 2 Scope
• Cycle 3 Scope
• Cycle 4 Scope
• Integration Test 1
• Integration Test 2
Worksheets specify, sequence,
schedule and assign responsibility
for the work
The relevant worksheet is generated from the BPML:
y
Baseline - Baseline Scope Document or BSD
y
Cycles (Final Configuration and Confirmation) - a Configuration Plan Worksheet for each of the
cycles (1 - n)
y
Integration - an Integration Test Plan Worksheet for each cycle (1 & 2).
Worksheets are used to specify, sequence, schedule and assign responsibility for the work involved.
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Baseline & Cycle Worksheets
Cycles
Baseline
Baseline/Cycle Scope
Documentation Links
R/3 Links
Responsibilities
Configuration Dates
Testing Dates
Level 1, Level 2, Level 3, Level 4, Level 5, Level 6
CI, BPP, Case Proced, Test Scenario, Related Files
Transaction Code, IMG
Config, Writer, Tester
Plan, Actual
Plan, Actual
Status
Doc’d, Config’d, Tested, Retest, Approved, Hold
Baseline / Cycle Scope
Level 1 - Structure item from Q&Adb
Level 2 - Corresponds to Enterprise area level for business process
Level 3 - Corresponds to Scenario level for business process
Level 4 - Corresponds to Process Group level for business process
Level 5 - Corresponds to Business Process level for business process
Level 6 - Corresponds to Business Process Procedure level for business process
Status - The current status of the particular level in the scope
Responsibilities
Config - Person responsible for configuring the system
Writer - Person responsible for writing the documentation
Tester - Person responsible for testing
Configuration Dates
Plan - Planned completion dates for the configuration of the defined level
Actual - Actual completion dates of the configuration
Testing Dates
Plan - Planned completion date for testing the defined level
Actual - Actual completion date of the testing
The BPML worksheet also includes a Comments column for notes and additional information
documentation
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The ASAP Processes in the Work Packages
Conduct
Scenarios
Prepare
Scenarios
Refine
Configure
Test
Create
Test Plan
Create
Config.
Plan
Define
Test Cases
For Baseline / Final Configuration & Confirmation
This process for configuration and confirmation is used in both of the Work Packages of Baseline
Configuration & Confirmation and Final Configuration & Confirmation.
While the process defines the flow of work through the Work Packages, the Implementation
Assistant defines all the tasks necessary to complete the configuration and confirmation work.
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Activities
Develop Plans for Final Scope Configuration
Conduct Configuration Workshops (Cycle 1-n)
Configure and Validate Final Scope (Cycle 1-n)
Prepare Final Confirmation
Perform Final Confirmation
n
Cycle Concept and Group Definition
n
Test Scenario
n
Test Scenario Instructions
n
List of Predefined Test Scenarios
Final Configuration and Confirmation
R/3 System
IMG for R/3 Customizing
Keywords
Note Types
General
Memo
Employee
Status
Activity
Project Name
Organizational
Structure List
IMG
- Activity
Documentation
Status Information
Accelerators
Realization
Realization
Business
Process
Master List
The cycles in the Final configuration represent an iterative process that coordinates the configuration
with your business processes and business requirements. This is normally carried out at the same
time as the development activities.
The application consultants assume the initial responsibility. As the end user retention increases
during the knowledge transfer, this responsibility is gradually passed over to members of the project
team.
The result of the Final configuration using cycles is a completely configured system that is based on
the business requirements, the trained project team, the planned user procedures, the documented
issues, and the system prepared for the integration test.
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Testing in the Realization Phase
Final Configuration
Baseline Configuration
Integration Test
IT 1
IT2
Development of Conversions, Interfaces, Forms, etc.
Scenario Test - Test Scenario Template
Development Unit Test - Functional Specification Test
Unit Test - BPP with Test Conditions
Integrated
Test Scenario
IT Scenario
with Develp
Realization Phase
START
END
C1
C2
C3
C4
Note: the number of cycles for Final Configuration (4) and Integration Test (2) is a recommendation
only.
Unit Testing - This is the lowest level of testing where the program or transaction is tested and
evaluated for errors. Unit testing is normally the first test that is completed during the configuration
effort, and is focused towards the program’s inner functions, rather than towards the integration.
Testing focus: Master data & Business processes.
Scenario Testing - During the configuration there is a need to test chains of transactions that flow
together and which reflect important business processes and scenarios. Testing focus: Multiple
transactions within one enterprise area; Workflow and Business processes which cross enterprise
areas. During subsequent integration testing these small scenarios can be used to build larger end-to-
end scenarios.
Integration Testing - Final integration testing is accomplished through the execution of predefined
business flows, or scenarios, that emulate how the system will run your business. These business
flows, using migrated data from the pre-existing systems, will be performed in a multifaceted
computing environment comprised of R/3, third-party software, system interfaces and various
hardware and software components. It is this environment that builds the necessary level of
confidence that the solution is complete and will perform in your business. Final integration tests
need to be an evolutionary process that is driven from your previous testing efforts. The test cases
and scenarios that were used for Baseline and Final Configuration need to be reviewed and enhanced
for the integration testing.
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