ASAP 7.1 Methodology Activities

ASAP Methodology for Implementation 7.1

Phase Stage Activities

Phase Start Up

Project Initiation

Functional Area

QP / Contractor

Project Preparation

Project Management

1. Allocate resources to the project team for the specific phase

2. Update detailed phase schedule

3. Complete phase kickoff meeting

4. Handoff the checklist from preproject activities

Project Preparation

Project Management

1. Deliver approved project charter

2. Document scope statement

3. Prepare Business case (optional)

4. Create schedule for project planning

5. Finalize project manager agreement

Project Preparation

Project Management

Project Management Plan Definition

1. Create Project management plan and subsidiary plans:• Integrated Change Control Procedures• Issue Management Procedure• Scope Management Plan• Time Management Plan• Cost Management Plan• Quality Management Plan• Human Resources Management Plan• Communication Management Plan• Risk Management Plan• Project Contract Inventory

2. Create Project schedule

3. Prepare Project budget

Project Standards

Project Preparation

Project Management

Executing, Monitoring, and Controlling of Results

1. Create project performance reports, including: • Team member status reports • Project status reports • Executive status reports • Quarterly operations reviews

2. Update project budget3. Approve change requests 4. Update change control log5. Update issue log6. Refine WBS and WBS dictionary 7. Schedule project schedule and blueprint workshop8. Process requests for change 9. Update scope statement10. Update scope verification matrix11. Update project schedule12. Update risk register13. Update communication matrix14. Evaluate team members (non-SAP resources)15. Appraise team members (SAP resources)

Project Preparation

1. Generate documented, approved, and communicated project standards in accordance with the integration management plan, such as:• SAP Solution Manager usage guidelines• Business process modeling standards• Initial development management standards• SAP Services deployment plan• Software system configuration standards• Enhancement and modification standards• Support package and upgrade standards• Change request and transport management standards• Test management standards• Postimplementation service and support standards• Enterprise service standards• Composite application design and development standards

1. Update project charter with OCM inputs

1. Cultivate better working relationships among project team members

Training

Training

Training

Data Management

Project Preparation

Project Management

Phase Closure and Sign-Off

1. Log lessons-learned

2. Generate project quality gate scorecard

3. Create project review service reports

4. Prepare phase closure document

Project Preparation

Organizational Change Management

Organizational Change Management Charter

Project Preparation


Stakeholder Identification

1. Complete stakeholder list

2. Fill the stakeholder register for every stakeholder group after complete stakeholder analysis

Project Preparation


Organizational Change Management Roadmap

1. Deliver OCM roadmap 2. Update communication plan

Project Preparation


Project Team Building

Project Preparation

Project Team Training Strategy

1. Develop matrix of the project team members’ roles and responsibilities and the SAP course curriculum

2. Develop budgetary and logistical information about the attendance and delivery of the training

Project Preparation

Project Team Level 1 Skills Development

1. Generate a cross-reference of the project team members’ roles and responsibilities and the required SAP course curriculum at level 1 (SAP solution overview)

Project Preparation

Management of End-User Training

1. Generate an analysis and report that provides guidance on best practices to ensure that education development, delivery, and sustainment are carried out correctly

Project Preparation

Data Migration Workshop

1. Generate the data migration workshop findings report, with recommendations and next steps for the project

Data Management Data Audit

Data Management

Data Management

Project Preparation

1. Identify legacy system from which the data will be converted into the new SAP solution

2. Compile data profiling results for subject areas or business objects to be migrated including customer, vendor, and materials

3. Perform gap analysis between the legacy systems and SAP solution

Project Preparation

Data Migration Scope and Requirements Document

1. Create the data migration scope and requirements document to capture:

• Inventory of legacy applications (location, business objects and purpose, platform, and application solution) • Inventory of business objects (volumes, merge requirements, and dependencies) • SAP application footprint • Migration methods (automated or manual) • Connectivity to legacy systems • Data retention requirements (open, historical, or inactive) • Customer resources (locations, business owners, data owners, and data analysts) • Language requirements • Currency requirements • Security requirements • Established data governance standards and policies • Cutover strategy (phased, big bang, or time constraints)

Project Preparation

Data Migration Approach and Strategy Document

1. Create the data migration approach and strategy document that includes:

• Underlying technology platform and tools • Data migration framework • Data quality management and reporting • Load methods • Data migration methodology • Resource roles and responsibilities • Key risks and mitigation strategies • Architectural diagram describing the customer’s environment

Project Preparation

Business Process Management

Value Determination

1. Create value maps (optional), including:• Pain points • Process weaknesses (process glow, organizational structure, system support, and data structure) • Key process changes

2. Create financial KPIs (mandatory)

3. Create value association and KPI on a scenario level (PL2) (mandatory)

4. Create PPIs for time, cost, and quality

Project Preparation


Business Process Map

1. Develop a process map based on the defined high-level process scope

2. Develop the High-level process landscape (process level 1-2)

Project Preparation


Business Scenario Design

1. Document the business scenario design including:• Business requirements• Level 2 process design (value-added chain diagrams)• Level 2 solution gap analysis• Level 2 functional solution design• Value drivers and financial KPIs• Level 2 organizational impact analysis• Level 2 data impact analysis• Level 2 system impact analysis

2. Revise project scope (if applicable)

3. Setup SAP Solution Manager for the implementation project and start the document repository (SOLAR01)

Project Preparation

Technical Solution Management Interface Inventory

1. Establishes the integration scope and requirements for the project

2. Capture the integration landscape to identify the external systems and transactions to be integrated with the SAP application after go live.

3. Create interface inventory document to capture the following information:• Inventory of legacy applications (location, business objects and purpose, platform, and application solution) • Business objects and transactions (type, volume, and frequency) • Communication requirements (batch or real-time) • Direction (inbound, outbound, or bidirectional) • Connectivity to legacy systems • Customer resources (locations, business owners, data owners, and data analysts) • Language requirements • Currency requirements • Security requirements • Established communication and data governance standards and policies

Project Preparation

Technical Solution Management

Technical Requirements and Design and Solution Landscape Deployment Plan

1. Define solution landscape (development, quality assurance, training and production), describing all relevant technical systems in diagrams and text and determining when they are to be deployed

2. Document the interfaces between all components in the solution landscape, including the connectivity between non-SAP components and the new landscape

3. Document all required tools for implementation and operation and required licenses for those tools

Project Preparation


Initial Hardware Sizing Proposal

1. Prepare initial estimate of the size of the complete landscape, to allow further planning steps

2. Specify exact sizing proposals for the systems required during preparation and blueprint phases (for example, SAP Solution Manager system or sandbox system)

Phase Start-Up

Project Preparation


Project Support Tools and System Setup

1. Setup project team environment including:• Rooms and access authorizations• Equipment (including phones, PCs with all required tools installed, printers)• Access to the network and file servers

2. Install and setup SAP Solution Manager

3. Install and setup project management and documentation tools

4. Order network connection to the SAP Service Marketplace

Project Preparation

Integrated Solution Management

Testing Assessment

1. Deliver the testing assessment report include:• Summary • Findings and recommendations • Recommendation for an implementation timeline • Future roadmap in various phases • Reference slides to support recommendations

Business Blueprint

Project Management





Business Blueprint

Project Management

Project Management Plan Update

1. Update project management plan and subsidiary plans

2. Update project schedule

3. Update project budget

4. Update business case

5. Update blueprint document (requirements specification)

Business Blueprint

Project Management

Execution, Monitoring, and Controlling Results

1. Create project performance reports including:• Team member status reports • Project status reports • Executive status reports • Quarterly operations reviews

2. Approve and process change requests

3. Update change control log

4. Update issue log

5. Document deliverables acceptance plan/criteria

6. Update scope statement

7. Update scope verification matrix



10. Update risk register

11. Update communication matrix

12. Perform team member evaluations (SAP and non-SAP resources)

Business Blueprint

Project Management


1. Update lessons-learned log

2. Complete project quality gate scorecard

3. Create project review reports

4. Document phase closure

Training

Training

Training 1. Refine strategy document to makes sure strategy objectives are clear and ready for execution

Business Blueprint


Stakeholder Analysis

1. Describe the level of acceptance and the level of impact capability of all stakeholders and stakeholder groups

2. Perform classification of stakeholders

3. Analyse relationships among stakeholders

4. Advance the acceptance of the stakeholders (for example communication and training)

Business Blueprint


Change Impact Analysis

1. Describe change impact for all relevant stakeholders and stakeholder groups

2. Recommend essential change management activities

3. Provide input for the training needs analysis

4. Provide input for the value argumentation

Business Blueprint


Communication Plan

1. Generate an overall communication plan including all internal project and external communication activities

Business Blueprint


Value Argumentation

1. List stakeholder-oriented arguments 2. Perform communication activities

Business Blueprint

Learning Needs Analysis

1. Determine training requirements through:• Questionnaire for potential trainees• Knowledge matrixes• Role definitions and other tools

Business Blueprint

Training Project Plan (Detailed)

1. Create a detailed project plan with tasks, subtasks, responsible parties, and milestones synchronized with the overall project management plan

Business Blueprint

Learning and Deployment Strategy

Training

Training

Data Management

Data Management

Business Blueprint

Content Development

1. List courses to be developed or customized

2. Document course and simulation development

3. Select training tools

4. Select and setup authoring tool environment

5. Complete training infrastructure checklist

6. Prepare training environment strategy

7. Prepare remote delivery strategy

Business Blueprint

Project Team - Level 2 Skills Development

1. Develop cross-reference of the project team roles and responsibilities and the SAP course curriculum for level 2 training

Business Blueprint

Legacy Data Migration

1. Assess data quality

2. Design data migration

3. Plan manual data migration

4. Plan data quality

5. Design data security

6. Create testing strategy

Business Blueprint

Legacy Data Archive

1. Plan usage of legacy-data archive objects, the legacy archive specifications, and data retention rules for master-data archive objects.

2. Validating rules and specifications of each object proposed for archival, storage, and deletion

Blueprint Approach

Value Realization

Business Blueprint


1. Identify business requirements

2. Illustrate how QP intends to run its business using SAP applications

3. Document the to-be processes in process models

4. Describe the functional and technical solution design

5. Obtain business sign-off on requirements and solution design

6. Support value delivery

Business Blueprint


1. Determine priorities for the solution design and to manage scope

2. Determine development needs to ensure that every solution enhancement maps to a value driver

3. Drive key decisions for the solution design

4. Track progress of key process changes

Business Blueprint


Business Objects Modeling

1. Create business organizational structures within the SAP solution

2. Develop understanding of general settings

3. Identify and design master data elements

4. Develop user role concepts

5. Develop logical data models

Business Blueprint


Business Solution Design

1. Document detailed to-be business process design eliminating weaknesses in as-is process assessment

2. Create detail process mapping to core configuration, core enhancement, SOA/composition, and third-party solution

3. Document business process requirements

4. Document cross-functional requirements

5. Document SOA requirements

6. Refine business process map

7. Design business scenario

8. Design business process

9. Design business process step

10. Enhance gap analysis and solution

Business Blueprint


Solution Transformation and Design

1. Define and document important customizations to the standard implementation

2. List detailed descriptions of core enhancements, for example reports, interfaces, conversions, enhancements, forms, and workflows (RICEFW)

3. Describe in detail the enterprise service and composition requirements

4. List required third-party systems

Business Blueprint


Technical and Integration Design

1. Analyze as-is system landscape and application environment

2. Map to-be processes to existing solutions or services

3. Reconcile RICEFW list with services to be created or changed and composite applications

4. Check feasibility and fits and gaps from a technical point of view

5. Design high-level system landscape including transport strategy and interface topology for required new solutions and services

6. Establish concept for development and test landscape

7. Finalize client and instance concept for the future production landscape

8. Create the technical blueprint defining server infrastructure and document the system design and information flow

10. Define facility strategy and infrastructure and document computer facilities requirements

11. Map solutions from business process model to SAP applications

12. Design the future system landscape, addressing not just the components for core business processes, but also the components for later operation, like:• Data archiving, Data management, Content and knowledge management

12. Perform detailed sizing based on the future landscape numbers from the business blueprint

Business Blueprint


Development Environment

1. Install all targeted hardware required for the development system, and successfully load and configure all SAP software targeted for use on this development system

2. Configure and test required CTS environment within the development system

3. Create all user IDs, roles, authorizations, and role assignments necessary to accommodate full functional access to the development system by all members of the project team

4. Setup front ends for the project team, locally or on terminal servers

5. Configure portal platform and applications and install portal development kit

6. Define and configure all output devices for the SAP development environment, including printers and faxes, installed separately from production devices to prevent accidentally sending test data out as production output

7. Install and configure the interface development infrastructure, where applicable

8. Complete postinstallation configuration activities and setup the connections among software components according to the architectural design

9. Configure initial development landscape in SAP Solution Manager Setup of the connection to the SAP Service Marketplace extranet

10. Setup project infrastructure specified in project support tools and system setup

Business Blueprint


System Administration Procedures

1. Define project standards for the following procedures: • System change request management, including initiation and approval of changes• Transport procedures, detailing the justification, responsibility, and timing of transporting change requests• Support package procedures, including responsibilities for support package stack versions and specification of regular downtimes• System security procedures, including password regulations, use of host intrusion prevention systems, and firewall concepts• Performance optimization procedures, including the setup for regular system monitoring and means to implement performance optimization as an ongoing procedure• Handling of spool, fax, and email, including tool selection and general guidelines for output to print servers or local printers• Batch process management, including tool selection and specification of authorized batch users, servers, and naming conventions• Backup and restore concepts, including strategy review, tool selection, documenting approved plans to enable fast recovery of damaged hardware or missing data and minimize the impact of downtime • Disaster recovery procedures, including principles for distribution of systems among data centers, required tools, and organization requirements• Specify General maintenance strategy, including maintenance calendar and means for scheduling maintenance activities • Periodic system maintenance plans, detailing how the systems are maintained and administered according to daily, weekly, monthly, and annual timetables• Define database administration procedures, documenting procedures for maintaining all databases in the SAP software landscape

Business Blueprint


Support Strategy and Procedures

1. Develop following project concepts:• End-user support concept• Change management concept• Management concepts for the SAP applications• Business process operation concept• Custom code operation concept• Concept for the technical operation of the SAP applications

Business Blueprint


Project Implementation Guide

1. Develop project IMG naming conventions and standards

2. Generate project IMG

Test Planning

Business Blueprint


Authorization Requirements and Design

1. Create detailed plan for the setup of previously identified and selected security measures including description of concrete methods, products, services, or solutions needed to successfully support the security standard.

Business Blueprint


SOA/ Composition Development Environment

1. Develop detailed description of SOA technology platform, indicating the choice of tools and technologies selected

Business Blueprint


Testing Strategy and Approach

1. Develop project testing strategy and approach including:• Project testing objectives and requirements • Assumptions • Test scope • Types of testing • Test phases (e.g. development test to end-to-end integration test) • Test approach• Test planning and management• Test case creation and selection• Risk analysis• Test deliverables • Test tools • Test automation • Defect management • Integration with change control • Roles and responsibilities

Business Blueprint


1. Deliver the complete test plan including:• Project testing Objectives and requirements • Assumptions • Test scope • Types of testing (performance, technical, functional, and so on) • Test approach • Resource schedule • Test tools • Defect management • Roles and responsibilities

Realization Phase Start-Up

Realization

Realization

Project Management





Project Management

Project Management Plan Update





Project Management

Executing, Monitoring, and Controlling of Results

1. Execute, monitor, and control following:• Project performance reports for team member status, project status, executive status and Quarterly operations reviews

2. Approve change requests

3. Update the following project logs:• Change control log• Issue log• Requests for change log

4. Document deliverables acceptance criteria/plan

5. Update following project documents:• Scope statement • Project schedule• Project budget• Risk register

6. Evalute/appraise SAP and non-SAP team members

Realization

Realization Role Mapping

Realization Sounding Board

Realization 1. Develop a communication plan including all planned communication activities

Realization Training

Project Management


1. Log project lessons-learned

2. Fill-in project quality gate scorecard

3. Document project review report including high-level findings and recommendations for managing risks, and recommendations for what needs to be done to keep a project on track

4. Document project phase closure report


1. Describe necessary roles on the business side (including new roles)

2. Map roles to positions to support the new processes (position mapping)

3. Create a matrix to link positions to deployed business-specific jobs (to include current and new roles from current, new, and eliminated positions)

4. Develop transition matrix for people to positions and new jobs

5. Recommend organizational chart to reflect the logical groupings of jobs and new reporting relationships


1. Update communication plan and activities

2. Update stakeholder plan and activities


Communication Activities

Project Team Level 3 Skills Development

1. Develop a cross-reference of the project team members’ roles and responsibilities and the SAP course curriculum to determine which courses each team member should attend



Realization Training 1. Develop a complete security configuration to support the user roles required for training



Realization Training 1. Identify outstanding issues and the activities required to resolve those issues

End-User Training and Documentation Development

1. Develop a set of working templates and content that adhere to standards, encourage uniformity, and map to the learning paths for end users as defined by the training needs analysis

Training Environment Population and Testing

1. Develop a complete checklist to demonstrate that the environment is being populated and refreshing correctly

Training Roles Security Mapping

Training of the Trainers

1. Develop a portfolio or course manual that includes the following: • Presentations of associated training documents, instructor guides, and exercises• Assignment of data for practice and for the course• Adult learning theory and styles• Contact list for questions and training emergencies• Instruction on how to reset passwords and unlock users• Procedures for submitting course evaluations

End-User Training Schedule and Logistics

1. Develop the matrix of training locations, delivery dates, and courses or topics to be taught

2. Communicate to end users regarding enrollment and other procedures for attending class

3. Develop and fill-in checklist of system accessibility, PC requirements, and testing of roles by location

Education Readiness Review

Realization Data Management

Realization Data Management SAP Data Archiving

Realization Value Audits

Realization

Realization

Realization Core Configuration

Legacy Data Migration

1. Develop data profiling scripts

2. Assess final data quality

3. Develop data migration program units

4. Migrate manual data

5. Generate data quality reports

6. Deliver SAP software load-ready data

7. Generate data migration test results

1. Archive data storage

2. Remove redundant system data


1. Identify and update regularly value status (such as value and cost actuals versus target; issues; and so on) and measures to achieve the value targets

2. Decide whether or not to apply value delivery to the project after go-live


Configured General Settings and Organizational Structure

1. Complete initial configuration and documentation of general settings and organizational structure to start baseline configuration


Configured Master Data Objects 1-n

1. Complete master data baseline configuration and validated and documented testing

2. Complete master data final configuration and validated and documented testing


1. Complete configured process within the SAP software system, ready for testing

2. Document the completed configuration

Realization

Realization

Realization 1. Deliver end-user training document

Realization

Realization

Realization 1. Design and setup quality assurance infrastructure and environment

Realization 1. Design and setup production infrastructure and environment


Solution Gaps and Core Enhancements

1. Develop RICEFW objects

2. Complete technical specifications and test documentation


SOA and Composition

1. Implement enterprise services

2. Document enterprise services

3. Develop composite doployable solution with documentation


Business Process Procedures


Scenario Test Cases and Results

1. Develop test cases

2. Develop integrated test cycle summary

3. Report test execution status

4. Document defect trending

5. Report test defects and scenario test results


Business Process Monitoring

1. Identify and monitor potential critical situations to provide time to solve these situations and consequently reduce the risk for business process downtime, thereby reducing costs.


Quality Assurance Infrastructure and Environment Design and Setup


Production Infrastructure and Environment Design and Setup

Realization

Realization

Realization


Technical Operations and Handover Strategy

1. Deliver complete system administration concept, which is designed and reviewed in earlier project phase

2. Setup solution operations of the project landscape

3. Setup and report applicable KPIs for identifying optimization potential for the process and the platform


Failover Environment Design and Setup

1. Deliver agreed (with internal stakeholders) SLAs and OLAs concerning the service availability and continuity

2. Perform business impact analysis, single point of failure, and component failure impact analysis

3. Develop Availability and Continuity Management (ACM) strategy

4. Implement measures regarding risk reduction, recovery options, and workarounds

5. Perform test planning schedules and report initial test results

6. Document remaining risks due to refused implementation

7. Extend SLA arrangements with external suppliers

8. Monitor and report KPIs


Failover Environment Test Results

1. Build and execute a test planning schedule

2. Bring the failover process into the daily operations, after the tests have been passed successfully

3. Optimize the failover process for performance and scalability

Realization

Realization 1. Present and report the results of SAP Technical Integration Check to management

Realization

Realization


System User Roles and Authorization Administration

1. Ensure and verify the compliance of a project landscape (infrastructure, operations, processes and people collaboration) with internal and external guidelines

2. Manage users, authorizations, and authentication of business and IT users

3. Securely develop and maintain the code base and configuration of standard and custom business applications


SAP Technical Integration Check Service


SAP GoingLive Check

1. Analyze the configuration of the SAP software system, operating system, and database

2. Optimize the response times of the core business transactions

3. Verify the smooth operation and performance of the productive environment


Preliminary Cutover Plan

1. Develop cutover strategy, comprising:• Strategy• Timeline• Go-live acceptance criteria• Cutover organization and responsibilities for the legacy, data migration and business teams• Cutover schedule• Data migration checklist• Cutover simulations• Cutover communications• Contingency plan• Implementation support• Logistics

2. Develop preliminary cutover schedule

Realization Functional Test

Realization

Phase Start-Up


1. Setup test landscape including test / QA systems and test tools according to test strategy and test plan / test concept

2. Develop test cases and test automation scripts (if in scope) for all relevant test stages

3. Populate appropriate test data on test / QA systems to conduct test activities

4. Prepare detailed test planning for individual test stages / test cycles, including test resources, assignment of testers to test cases and test sequences

5. Provide training of testers (test tool), if needed

6. Grant access to test cases, test data and test systems to required project staff

7. Document of test results, defects and escalation paths

8. Monitor and report test status


Functional Test Results

1. Document overview of testing results for all phases of functional testing, including:• Regression test results• User acceptance test results• Performance test results

Final Preparation

Project Management





Final Preparation

Project Management

Project Management Plan Updated





Final Preparation

Project Management

Executing, Monitoring, and Controlling Results

1. Develop project performance reports including:• Team member status reports • Project status reports • Executive status reports • Quarterly operations reviews

2. Approve/Update change requests 3. Update the project change control and issue logs

4. Document deliverables acceptance

5. Update following project documents: • Scope verification matrix• Project schedule• Project budget• Risk register• Communication Matrix

6. Perform project team evaluations for SAP and non-SAP resources

Final Preparation

Project Management


1. Log the lessons-learned


3. Generate project review service reports

4. Document project phase closure

OCM Road Show

Training

Training

Final Preparation


Business Readiness Check

1. Conduct a general overview of cultural aspects of the overall organization

2. Evaluate the organizational readiness of the business departments directly affected by the changes

Final Preparation


1. Give end users a concrete idea of what the SAP implementation will bring in terms of changes and benefits 2. Allow end users to give feedback to the project team in a familiar atmosphere, which ensures higher-quality feedback 3. Achieve higher acceptance of the final solution for a smoother go-live

Final Preparation

Training Delivery and Readiness Checklist

1. Prepare a comprehensive checklist for assessing the success level of training delivery, training product implementation, and all relevant communications

2. Determine if users are ready for the go-live and if not identify where any knowledge or communication gaps lie

Final Preparation

Training Evaluations

1. Distribute and collect (manually or electronically) evaluation forms from attendees to assess trainings/trainer

2. Distribute and collect (manually or electronically) evaluation forms from trainers to assess attendees

Final Preparation

Production Support Readiness

Functional/ Technical Requirements and Production Support Processes Defined

1. Develop support strategy

2. Design support organization

3. Develop support sourcing strategy

4. Develop support processes, procedures and governance

1. Develop the perfromance tests report including findings, recommendations and next steps

1. Develop the system tests report including findings, recommendations and next steps

Final Cutover Plan

1. Achieve formal approval to begin the process of cutover to production

1. Achieve formal approval to end the cutover activities

Final Preparation

Production Support Readiness

Master Data Support Processes Established

1. Develop the organizational model that supports the master data

2. Develop a responsibility chart for identified master data objects

3. Develop the processes and procedures to invoke changes to master data

Final Preparation

Approved non-functional tests

Approved Performance Tests

Final Preparation

Approved non-functional tests

Approved System Tests

Final Preparation

Production Cutover

Results of Go Live Simulations 1 through N

1. Complete cutover simulation

2. Refine data migration checklist

3. Finalize cutover plan

Final Preparation

Production Cutover

1. Develop an executable plan that communicates to the stakeholders the timing, steps, and logistics for cutover including:• Final cutover schedule• Cutover communications• Cutover room logistics• Cutover room shift schedule

Final Preparation

Production Cutover

Readiness for Cutover — Sign-Off

Final Preparation

Production Cutover

Cutover Complete — Sign-Off

Phase Start-UpGo-Live Support

Project Management





Go-Live Support

Project Management

Project Management Plan Updated





Go-Live Support

Project Management

Executing, Monitoring, and Controlling Results

1. Develop project performance reports including:• Team member status reports • Project status reports • Executive status reports • Quarterly operations reviews

2. Approve/Update change requests 3. Update the project change control and issue logs

4. Document deliverables acceptance

5. Update following project documents: • Scope statement• Scope verification matrix• Project schedule• Project budget• Risk register• Communication Matrix

6. Perform project team evaluations for SAP and non-SAP resources

Training

Go-Live Support

Project Management


1. Log the lessons-learned


3. Generate project review service reports

4. Document project phase closure

Go-Live Support


Lessons Learned Workshop

1. Analyze performance of selected project phases

2. Document participants feedback

3. Perform special activities for improvement

Go-Live Support


End-User Acceptance Survey

1. Log the lessons learned

2. Fill-in debriefing questionnaire

Go-Live Support

Knowledge Support Strategy

1. Schedule Go-live training

2. Schedule content update

3. Prepare key-user training strategy

Go-Live Support

Production Support

Functional and Technical Requirements and Production Support Processes Enabled

1. Recruit postproduction support group

2. Train postproduction support group

3. Verify that postproduction support tools are in place and operational

4. Generate reports to measure KPIs and SLAs

Go-Live Support

Transfer to Solution

SAP Solution Manager Update

1. Achieve a viable, correctly executed transformation from an implementation project to a productive solution in SAP Solution Manager

Run

Run

Run Maturity Model 1. Perform operations assessment to determine the maturity of implemented SAP solutions

Go-Live Support

Transfer to Solution

Solution Documentation

1. Document SAP Solution Manager system landscape directory describing the technical components (servers, databases, systems, system components) in the landscape

2. Prepare SAP Solution Manager solution directory integrating the documentation of process and system components

3. Document central system administration and monitoring mechanisms tasks and procedures

4. Document SAP Solution Manager reporting functions for measuring KPIs and detecting any crossing of the thresholds

Project Management

Assessment and Scoping for Operations Optimization

1. Document operational requirements of the solution

2. Prepare technical architecture and sizing for SAP Solution Manager

3. Prepare scope of the SAP solution operations implementation

4. Develop customized roadmap for the Run SAP methodology and project plan for implementation

5. Prepare governance model for the support organization

6. Prepare solution transition operations plan for transitioning to SOA (if in scope)

Project Management

Project Quality Gate – Handover into Production

1. Deliver project quality gate scorecard to record results of the quality assessment of each individual key deliverable

Governance Model for Operations – Optimization

Run

Run

Run

Run Technology


Vision and Strategy

1. Define and communicate Customer Center of Expertise (COE) vision

2. Define and communicate Customer Center of Expertise (COE) strategy

3. Define management system (for example, balanced scorecard)

4. Define Customer Center of Expertise (COE) roadmap (work streams)


Governance

1. Define functional scope of SAP solution operations

2. Define organizational model based on the defined scope

3. Define framework of roles and responsiblities, including tasks and skill profiles

4. Define sourcing strategy and approach, based on the organizational model

5. Verify that the organization follows a best-practice approach to operational excellence based on the Run SAP methodology


Processes 1. Define process model

2. Standardize procedures for SAP solution operations

3. Establish quality management for operations


1. Define architecture framework

2. Define roadmap for implementing technology to support SAP standards for solution operations

3. Implement architecture components

Run Culture and Skills

Run SOA Readiness

Run

Run 1. Create a process for evaluating, commissioning, implementing, and releasing change requests

Run


1. Define future skill requirements

2. Develop skills database

3. Define skills and competencies needed per role

4. Define training methods


1. Implement organizational readiness including a common understanding of the vision, responsibilities and new organizational structure with new roles and skills

2. Implement business readiness by defining a SOA specific business strategy and transition roadmap

3. Implement technical readiness by managing technical transition to SOA, improving maintenance of current complex solution 4. Optimize operations for existing SOA scenarios by establishing service operations and governance according to the SAP standards for solution operations

End-User Support – Optimization

Incident Management

1. Minimize the effects of problems on the organization and its business processes

2. Improve the productivity and availability of business users and IT services and systems

3. Analyze transparency of value and cost targets effects by incidents

Change Management – Optimization

Change Request Management


Change Control Management

1. Control and monitor changes with one transport order, change diagnostics, and maintenance optimizer by deploying changes through a central mechanism for all components across the entire solution

Run Test Management

Run Upgrade Change

Run

Run 1. Set up the basic requirements for obtaining efficient remote support from SAP


1. Produce test process documentation and templates

2. Define test process roles and structure of the test organization

3. Suggest and prepare useful tools that support the test process

4. Plan test automation


1. Document the detailed project plan for the upgrade change realization of the solution operations including the change specifications, test cases, and training requirements

2. Implement all required and approved changes to solution operations

3. Update the implemented solution operation procedures in SAP system operations manual with any issues and problem resolutions

SAP Application Management – Optimization

Solution Documentation

1. Prepare solution documentation strategy

2. Document the solution documentation concept

3. Decide on obtaining the necessary tools to collect, manage, and provide the documents

4. Prepare the required templates


Remote Supportability

Run

Run


Root Cause Analysis

1. Prepare blueprint design document containing:• Sizing for SAP Solution Manager • Redesigned processes • Cost drivers of the incident • Tools to be used in the future and the diagnostics architecture overview • Detailed subproject plan with deliverables and subdeliverables • Test plan for the new processes • Upskilling and training schedule for the tool set to be implemented • Risk analysis • Confirmation by all stakeholders

2. Prepare blueprint setup document containing:• Physical setup of the monitoring and reporting processes• Tests of the root cause analysis process and functionalities• Confirmation by all stakeholders


Availability and Continuity Management

1. Prepare SLAs and OLAs in agreement with stakeholders concerning the service availability and continuity

2. Prepare business impact analysis, a single point of failure, and component failure impact analysis

3. Define, sign and publish Availability and Continuity Management (ACM) strategy

4. Monitor and report ACM objectives

5. Implement measures regarding risk reduction, recovery options, and workarounds

6. Verify that initial testing at the end of setup has passed successfully

7. Document remaining risks due to refused implementations

8. Monitor and report ACM KPIs

Run

Run

Run

Business Process Operations – Optimization

Exception Handling and Business Process and Interface Monitoring

1. Detect alert situations or exceptions

2. Execute initial analysis to identify business process execution problems

3. Execute exception handling

4. Create service desk message

5. Assign service desk message to issue

6. Perform root cause analysis

7. Create action plan

8. Manage change requests

9. Solve service desk message

10. Sign off on alert or exception resolution


Data Volume Management

1. Develop Corporate Data Volume Management (DVM) IT strategy as a corporate-wide valid policy

2. Prepare blueprint and design concept for a DVM strategy that considers company and legal requirements

3. Prepare blueprint and design of a DVM operating concept

4. Achieve the realized concept for the DVM strategy


Job Scheduling Management

1. Create, Plan and Approve job requests

2. Document, Test, Schedule, Run and Monitor jobs

3. Perform root cause analysis (in case of an error)

Run

Run

Run


Transactional Consistency and Data Integrity

1. Set up interface and data-consistency monitoring as well as error-handling procedures to ensure data consistency

2. Develop a business continuity concept to revert to normal operations as soon as possible, if an inconsistency occurs

3. Perform a root cause analysis before correcting the inconsistency, to eliminate the root cause of a data inconsistency and to prevent the correction of differences

Custom Code Operations – Optimization

Custom Code Management

1. Blueprint all business process steps in custom code management

2. Define organizational structure and staff these roles according to the organizational design, with resources well trained in custom code management methodology and tools

3. Plan, install, configure and successfully test the tools to support the process

4. Design, implement and successfully test custom code management processes

SAP Technical Operations – Optimization

System Administration

1. Define scope of system administration

2. Describe test cases for system administration processes based on the standards of the RUN SAP methodology

3. Define roles and responsibilites

4. Setup and successfully test the system administration platform

5. Verify that system administration processes are running and tested

6. Rollout the system administration handbook

7. Establish live solution operations and run as daily operations

8. Reports KPIs for identifying optimization potential for the process and the platform

Run System MonitoringSAP Technical Operations – Optimization

1. Define and verify monitoring objects

2. Define KPIs with reaction methods

3. Define threshold for the KPIs

4. Define task, roles, responsibilities and contact persons within each process

5. Define dependencies on and interfaces to other processes

6. Develop service-level reporting concept

7. Implement monitoring and reporting processes

8. Test the monitoring process and report functionality

9. Adjust the system monitoring concept to accomodate changes in the environment

10. Improve system monitoring quality concept constantly

Run Security

Run

Run Training 1. Develop a one- to three-year plan for ongoing training and knowledge support

SAP Technical Operations – Optimization

1. Ensure and verify the compliance of project's IT infrastructure and operation with internal and external guidelines

2. Ensure secure operation in IT outsourcing scenarios

3. Prepare for and react to emergency situations

4. Maintain security of process and people collaboration by means of automated business processes or document exchanges

5. Manage users, authorizations, and authentication of IT users

6. Securely administer all aspects of solutions operation

7. Establish and maintain the security of all infrastructure components including network, system, databases, workstations, etc.

8. Securely develop and maintain the code base for standard and custom business applications

9. Establish and maintain a secure configuration of standard and custom business applications

10. Resolve software incidents in a secure manner

Technical Infrastructure Management – Optimization

Technical Infrastructure Management – Optimization

1. Review following requirements to incorporate potential adjustments in technical infrastructure design:• Business requirements• Operational requirements• Expected service-level agreements with business

2. Adjust technical design including hardware architecture, network topology, desktop strategy, etc.

3. Optimize IT infrastructure for SAP systems and business processes with sufficient availability and performance

Knowledge Management

ASAP 7.1 Methodology Activities

Documents

Transcript of ASAP 7.1 Methodology Activities