SAP - SOLUTION MANAGER

44
SAP Solution Manager : Platform for SAP Projects SAP Field Services

Transcript of SAP - SOLUTION MANAGER

SAP Solution Manager: Platform for SAP Projects

SAP Field Services

Title of Presentation, Speaker Name / 2

Standard Customer Environment

Customer Solution

Missing Integration !!!

Blueprint Configuration

Blueprint Configuration

Test Management

Test Management

Project Management

Project Management

SolutionMonitoringSolution

Monitoring

KnowledgeTransfer

KnowledgeTransfer

SupportDesk

SupportDesk

ChangeManagement

ChangeManagement

Service DeliveryService Delivery

Title of Presentation, Speaker Name / 3

SAP Solution Manager: Mission Statement

With SAP Solution Manager, you can manage yourSAP solution throughoutthe entire life cycle to...

ensure reliabilityreduce Total Cost of Ownershipincrease Return on Investments

SAP Solution Manager is deliveredas part of your annual maintenance fee!!!

... And here is how you can achieve the benefits:

Title of Presentation, Speaker Name / 4

A Different Approach

A different approach is required for managing IT solutions

It is characterized by the following aspects

IntegrationIntegration is vital because you need one place where all information comes together

Life-cycle orientationLife-Cycle Orientation is vital because it structures the customers’ tasks that customers from a time perspective

Business-process orientationBusiness processes are the glue for the information which is acquired during the software life-cyle

Title of Presentation, Speaker Name / 5

4 Process Group

5 Processes

2 Enterprise Area

3 Scenario

SAP Reference Structure

1 Business Processes

The “old” and the “new” way

4 Process Groups

4 Process Step

2 Business Scenario

3 Business Process

SAP Reference Structure

1 Project Name

SAP Solution ManagerSAP Solution ManagerASAP Q&AdbASAP Q&Adb

Title of Presentation, Speaker Name / 6

How to describe Solutions?

3 Level Approach used internally and externally to describe a business oriented view

Used by SAP Development to structure all SAP solutions

Business Scenario

Process Step

ProcessVisualized by

ComponentView

Transactions

Bus

ines

s vi

ew /

As

is –

To b

eSo

ftwar

eVi

ew

Title of Presentation, Speaker Name / 7

SAP Solution Manager – Where does it Live?

Customer's System Landscape

SAP Service Marketplace

3.1I3.1I

SCMSCM

CUSCUS

FVSFVS4.6C4.6C

PLMPLMCRMCRM

4.6C4.6C

PRD

3.1I3.1I

4.6C4.6C

CRMCRM

4.6C4.6C

FVSFVS

QAS

DEV

CUSCUS

CUSCUS

SAP SolutionManager

RFC/Agents RFC/Agents

Data Collectors

RFC/Agents

Title of Presentation, Speaker Name / 8

SAP Solution Manager – Offerings

Content

Gateway to SAP

Tool

Open End-to-End Application/Technology Management & Maintenance

Document ImplementTrainTest a deploymentSupport and maintainMonitor and optimizeControl changeManage incidents

MethodologiesRoadmapsServicesBest Practices

SAP Active Global SupportSAP Development

Service Delivery Platform

Title of Presentation, Speaker Name / 9

Solution Manager in Project Preparation

ProjectPreparation

Project Issue

ManagementDefine Project

SystemLandscape

SAP Solution Manager

What do I need to set-up in SM?

Key WordCategories

DefineStatuses

Project TeamAuthorization

Profiles

DocumentManagement

DefineHigh Level

ScopeLeverage

Scopefrom different

Projects

Upload Roadmap

ASAP Phase:

Title of Presentation, Speaker Name / 10

How SAP delivers ASAP Roadmaps

AcceleratedSAP Roadmap delivered via SAP Service Marketplace, SAP Solution Manager and SAP Roadmap Composer (SAP Consulting internal toolset).

SAP Internal

For external

audiences

Title of Presentation, Speaker Name / 11

Project Preparation - Define Project

Project AdministrationChoose your project type

Define general project data

Implementation ProjectImplementation of SAP solutionsTemplate ProjectCreation of re-usable solutions

Implementation ProjectImplementation of SAP solutionsTemplate ProjectCreation of re-usable solutions

Person responsible for the projectLanguage of the project Overall project statusProject time frame for plan and actual data

Person responsible for the projectLanguage of the project Overall project statusProject time frame for plan and actual data

Title of Presentation, Speaker Name / 12

Define Project – General, Landscape, Standards ...

Define project dataPerson responsible for the projectLanguage of the project: determines in which language the documentswill be accessed from knowledge warehouseOverall project statusProject time frame for plan and actual data

Assign project team membersAssign generic or existing users as potential resources for the projectAssign Project team members to tasksin a project structure (e.g. Solar01)Direct access to user maintenance

Define Project StandardsSet status values to be used during the projectKeywords as search criterias for documentation in reporting

Select and/or define document types and related templates (Button: Project template)

Define project dataPerson responsible for the projectLanguage of the project: determines in which language the documentswill be accessed from knowledge warehouseOverall project statusProject time frame for plan and actual data

Assign project team membersAssign generic or existing users as potential resources for the projectAssign Project team members to tasksin a project structure (e.g. Solar01)Direct access to user maintenance

Define Project StandardsSet status values to be used during the projectKeywords as search criterias for documentation in reporting

Select and/or define document types and related templates (Button: Project template)

Title of Presentation, Speaker Name / 13

Define document strategy

BusinessScenario

BusinessProcess

ProcessStep

A Business Scenario is a set of processes that define a business task in a comprehensive and self-contained manner on a macro level

A process is a set of logically related activities performed to achieve a defined business outcome (cf. Davenport & Short, 1990)

A process step is an elementary activity performed to accomplish a process

Demand Planning

Sales Order Processing: Make/Assembly To Order

Create Inquiry

Transaction(s)VA11 Create InquiryVA12 Change InquiryVA13 Display InquiryVA15 Inquiries listV.03 List of Incomplete Inquiries

Title of Presentation, Speaker Name / 14

Project Standards – Documentation types

Define docu typesCreate own docu types and import templateChange existing docu types/templates

Define docu typesCreate own docu types and import templateChange existing docu types/templates

Blueprint-Relevant??

Blueprint-Relevant??

File extension: determines Which editor to launch ifno template is set

File extension: determines Which editor to launch ifno template is set

Several documents: determines whether more than one document of the docu type can be attached to one structure item

Several documents: determines whether more than one document of the docu type can be attached to one structure item

Global doc.:Docu type automatically assigned to projects while project is created

Global doc.:Docu type automatically assigned to projects while project is created

Title of Presentation, Speaker Name / 15

Issue Management with Service Desk

Capture, process, track project issues in one place

Capture, process, track project issues in one place

Title of Presentation, Speaker Name / 16

Project Management Tasks – Project Preparation

Project Schedule GuidelinesGuess what happens ???Schedule for Project Planning WBS 1.1.2.3.0

High Level Project schedule management

Prepare the risk log along with risk mitigation details

Project risk not documentedPMM 2.2.7Risk and Response Log

SAP Roadmap Composer

RC-SolMan Integration.doc

Project team will lack guidance, it is hard to create WBS, project deliverables will not be understood

n/aCreate project roadmap

Project CharterAn authorized project is not created in Solution Manager

WBS Element 1.1.2.1.0Create Project

MS Projectoptionally document milestones in Solution Manager

Progress of the Project is not monitored regularly

Define and Track Major & Minor Milestones

Useful Accelerators What if not doneASAP Implementation Roadmap WBS

Project Management Task

MS ProjectIdentification of Project team members and roles (customer, partner and SAP Resources)

Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0)

Project Resource management

Hand-off checklist

How to create project specific roadmap (Roadmap Composer);

Scope management Plan

Expected deliverables are not properly defined and described in details

Define Project specific Roadmap; Any industry or solution specific activities and tasks

Scope of Project

Define standard settings in solution manager.pdf

Project documentation naming convention and repository guidelines.doc

The team will be following individual standards & approaches that will not lead to an efficient project

Implementation Standards (WBS 1.3 DG)

Define Project Procedure and Standards

Title of Presentation, Speaker Name / 17

Demo and Exercises

Project Preparation – Demo and Exercises

Title of Presentation, Speaker Name / 18

Business Blueprint

Issue Management

Detailedscoping

Capture & document

requirements

SAP Solution Manager

How do I manage Business Blueprint in SM?

DocumentVersion control

Store all requirement

documentation

Direct LinkTo SAP

Documentation

Effective Status Mgmt.

LeverageScope

from differentProjects

BusinessBlueprint

Graphicalview of

Reference Structure

ASAP Phase:

GenerateBusiness Blueprint

Title of Presentation, Speaker Name / 19

Business Process Structure

BusinessScenario

BusinessProcess

ProcessStep

A Business Scenario is a set of processes that define a business task in a comprehensive and self-contained manner on a macro level

A process is a set of logically related activities performed to achieve a defined business outcome (cf. Davenport & Short, 1990)

A process step is an elementary activity performed to accomplish a process

Demand Planning

Sales Order Processing: Make/Assembly To Order

Create Inquiry

Transaction(s)VA11 Create InquiryVA12 Change InquiryVA13 Display InquiryVA15 Inquiries listV.03 List of Incomplete Inquiries

Title of Presentation, Speaker Name / 20

Business Blueprint – Capture Requirements

Create, edit, store, upload and download requirements documentsPredefined templates / document types for

Scenario descriptions, diagrams, installation guides Customer Input TemplateDevelopments - Interfaces, Forms, Reports

Use own templatesReporting features to track and filter on documents

Business Process requirementsBusiness Process modelsDevelopments (Reports, Interfaces, Conversions and Enhancements)Other documentsBP transactions

Title of Presentation, Speaker Name / 21

Implementation Content in Detail – Component View

Scenario

Business Process 1

Business Process 2

Process Step 1

Process Step 2

...

Process Step 1

...

Component View

VISUALIZE flow of business processes and process steps

Show components required by business scenario or process

Show business partners or external software required by the business scenario or process

Transfer Campaign, Target Group, Products, Attachments, Alloc. to Mobile

CRM MOBILE CLIENT

Transfer Activities to CRM Mobile

Reference to Business Process: Customer Visit and Order Entry

CRM SERVER

Create Campaign

Reference to Business Process: Target Group Creation

Create Collaterals

Allocate to campaign

Plan Key Figures

Plan Allocations

Release Campaign

Transfer Campaign

Transfer Target Groups

Execute Campaign

Reference to Business Process: Lead Processing

Reference to Business Process: Order Process in B2B eSelling

Reference to Business Process: Order Process in B2C eSelling

SAP R/3

Create Accounting Object (WBS)

Post Direct Marketing Costs to Accounting Object (WBS)

Settle Direct Marketing Costs to Profitability Segment

Load Cost Drivers

Assess Overhead Costs to WBS Element

SAP SEM

Perform Market Analysis

Update the Campaign Hierarchy

Load Campaign Attributes

Update the Key Figures for the Campaign

Load Allocations

Update Direct Marketing Costs Info

Update Activities Info

Update Overhead Costs Info

Perform Campaign Analysis

Scenario-oriented structure (= Business Process Hierarchy)

Transaction…

Title of Presentation, Speaker Name / 22

Implementation Content in Detail - Documentation

Scenario

Business Process 1

Business Process 2

Process Step 1

Process Step 2

...

Process Step 1

...

Documentation

Describes use and application of business scenarios and processes=> the complete Business Blueprint documents

Context-dependent online help*

Available SAP training offerings*

BusinessScenario

Documentation

* Optional delivery

Transaction…

In Knowledge WH with- Versioning- Authorization- Status,…

Title of Presentation, Speaker Name / 23

Implementation Content in Detail - Transactions

Transactions/URLs

Match scenario-oriented approach to functions in SAP world

Evaluate/test-drive SAP Software in a customer project during the Business Blueprint Phase

Organize and test SAP solutions

Scenario

Business Process 1

Business Process 2

Process Step 1

Process Step 2

...

Process Step 1

...

Transaction…

Title of Presentation, Speaker Name / 24

Generate Business Blueprint

Generate Business Blueprint Document for sign-off

Title of Presentation, Speaker Name / 25

Status Reporting

Possible to Report

- SCOPE- TRANSACTIONS- DOCUMENTATION- PROBLEM MESSAGES- TEST STATUS

Set up Report Variants for commonrequests e.g. specific Doc Type report

Title of Presentation, Speaker Name / 26

Reporting – some examples

SCOPE (by process with no transaction information)Use the report “General Status Analysis” from the report menu:

Analysis > Project > Business Blueprint > Administration

TRANSACTIONSUse the report “Transactions in Implementation (or Template) Project” from the report menu:

Analysis > Project > Business Blueprint > Assignments.

DOCUMENTATIONUse the report “Documentation” from the report menu:

Analysis > Project > Configuration > Assignments

PROBLEM MESSAGESUse the report “Problem Messages” from the report menu:

Analysis > Project > Configuration > Assignments

Title of Presentation, Speaker Name / 27

Downloading Reports to MS Excel

When the reports are run there are two routes for taking the report to MS Excel:

Hierarchy (standard) View: set column width when viewing full structure; print preview entire hierarchy; menu option system > list > save as …

Process structure shown in individual columnsSome blank lines are inserted in the MS Excel view of the reporthierarchy.

Table View: Switch to table view ; adjust column display; use buttons to download to local file or spreadsheet

Process structure shown in a single column.See the column “node type” to help filter reportIt is sometimes difficult to see the true assignments of resources and transactions to the process structure when in ‘table’ view

It is a personal choice as to which of the above views is preferable.

Title of Presentation, Speaker Name / 28

Project Management Tasks – Business Blueprint

Solution Manager – Process Library, Blueprinting FunctionsCI TemplateFunctional Specification Template

Implementation team has no idea what they are doing in realization, project is out of control

2.3 and 2.6Define Solution Requirements

(Define Product)

SOLAR_EVALProgress is hard to understand, sponsor may get curious

2.1.2.9 Status ReportsGenerate Report

Service Desk functionalityIssues are not being resolvedWBS 2.1.2.4.0Issue Management

MS ProjectProgress of the Project is not monitored regularly

Track Major & Minor Milestones; Update Schedule

Useful Accelerators What if not doneASAP Implementation Roadmap WBS

Project Management Task

Project Schedule GuidelinesResource and Task assignment can not be tracked, project is out of control

Schedule for Project Planning WBS 1.1.2.3.0

Project schedule management

Resource management PlanIdentification of Project team members and roles (customer, partner and SAP Resources)

Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0)

Project Resource management

Hand-off checklist

How to create project specific roadmap (Roadmap Composer);

Scope management Plan

Scope as defined in the Project Plan is not realized; More or less scope is not desirable

Project specific roadmapDetailed scoping

Title of Presentation, Speaker Name / 29

Demo and Exercises

Business Blueprint – Demo and Exercises

Title of Presentation, Speaker Name / 30

Realization

Access IMG and configure solution

Capture configuration documenation

SAP Solution Manager

Key Realization activities enabled in Solution Manager

Document test cases

Keep config in sync between

systems

FRICEW Developments

Realization

Plan and perform unit

tests

Plan and execute integration test

Store and Manage training docu

Plan and perform cycle tests

ASAP Phase:

Title of Presentation, Speaker Name / 31

Realization – Configure Business Processes

Configuration of process requirements, specified in the Business Blueprint

Automatic assignment to transactions and BC Sets through use of objects from the Business Process Repository

Re-use of Configuration via BC Sets, e.g. in a Rollout location

Re-use of Configuration via BC Sets, e.g. in a Rollout location

Configuration via Implementation Guide (IMG)Configuration via Implementation Guide (IMG)

Define and assign test casesDefine and assign test cases

Title of Presentation, Speaker Name / 32

Configuration in Detail

Perform configuration linked to IMG:Assign related IMG area to process/process step For each process step, navigate to the IMG (F4 in Object column) of related SAP componentsDocument configuration settings

=> Attach additional documentation for configuration- IMG- Solution Manager

=> Could be done via BC-sets as well (for documentation)

Perform configuration linked to IMG:Assign related IMG area to process/process step For each process step, navigate to the IMG (F4 in Object column) of related SAP componentsDocument configuration settings

=> Attach additional documentation for configuration- IMG- Solution Manager

=> Could be done via BC-sets as well (for documentation)

Title of Presentation, Speaker Name / 33

Create and Assign Additional Customizing Objects

Create and assign customizing objects:Select object type (e.g. IMG)Select row and press Add button Launch IMG-Object in component systemConfigure IMG Object and store back to Solution ManagerMaintain status and responsible per object

Create and assign customizing objects:Select object type (e.g. IMG)Select row and press Add button Launch IMG-Object in component systemConfigure IMG Object and store back to Solution ManagerMaintain status and responsible per object

Title of Presentation, Speaker Name / 34

Realization – Development Requirements (FRICEW)

Define Customer createdtransactions, user exits & other reports related to the business process

Define Customer createdtransactions, user exits & other reports related to the business process

Identifies the Business process that requires development work to address the Gaps define during Business Blueprint

Additional FRICEW requirements identified during business blueprint

Attached completed program / user exits to the Business process requesting the development

Attached completed program / user exits to the Business process requesting the development

Title of Presentation, Speaker Name / 35

Realization – Testing

Central definition and preparationof test plans and packagesAssign test packages to Testers

Central definition and preparationof test plans and packagesAssign test packages to Testers

Testers find test packages in theirpersonal Worklist and execute thetest e.g using eCATTs

Testers find test packages in theirpersonal Worklist and execute thetest e.g using eCATTs

Check the status of your testsin the Status Info System Check the status of your testsin the Status Info System

Business Blueprint& Configuration Test Plan

Register in Web Shop

Select Product

Update Shopping Basket

Business-to-Consumer

Create Order

Process Order

Order Processing

Business Processes

Internet Sales: B2C

Selected Business Scenarios

BC Register in Web Shop

Select Product

Update Shopping Basket

Business-to-Consumer

Create Order

Process Order

Order Processing

Business Processes

Internet Sales: B2C

Selected Business Scenarios

Title of Presentation, Speaker Name / 36

Central Test Coordination

Example: Sales Order Processing

Create Sales Order

Configure ProductsAvailability Check

Determine Conditions

Credit Check

Receive OrderReplicate Order

Order Confirmation

Maintain Status

SAP CRM SAP APO SAP R/3

Test Management

Test Execution

SAP Solution Manager

Title of Presentation, Speaker Name / 37

Usage of Test Workbench in Solution Manager

Test Plan Management (transaction STWB_2)Define test plan according to your solution manager project Create Test PackagesAssign Tester to Test packagesDisplay Test Package => expand structure => test cases visiblePossibility for Status Analysis => test cases visible

Testing (transaction STWB_WORK)Tester will find the worklist with the assigned Test PackagesSelect Test PackageExpand structure => test cases visibleTest

test the functionality with reference to the test case directly in your test system Maintain status for the test case within Test Package in Solution Manager

Make Status Analysis via Test Packages in Test Plan Management (transaction STWB_2)

Title of Presentation, Speaker Name / 38

Realization – E-Learning Materials

Store recorded learning materials into a project in

SAP Solution Manager

Store recorded learning materials into a project in

SAP Solution Manager

Title of Presentation, Speaker Name / 39

Status Reporting

Possible to Report

- SCOPE- TRANSACTIONS- DOCUMENTATION- PROBLEM MESSAGES- TEST STATUS

Set up Report Variants for commonrequests e.g. specific Doc Type report

Title of Presentation, Speaker Name / 40

Project Management Tasks - Realization

SOLAR_EVALProgress is hard to understand, sponsor may get curious

3.1.2.9 Status ReportsGenerate Report

Service Desk functionalityIssues are not being resolvedWBS 2.1.2.4.0Issue Management

MS ProjectProgress of the Project is not monitored regularly

3.1.3 Project Plan UpdatedTrack Major & Minor Milestones; Update Schedule

Useful Accelerators What if not doneASAP Implementation Roadmap WBS

Project Management Task

Project Schedule GuidelinesResource and Task assignment can not be tracked, project is out of control

Schedule for Project Planning WBS 1.1.2.3.0

High Level Project schedule management

Resource management Plan

MS Project

Identification of Project team members and roles (customer, partner and SAP Resources)

Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0)

Project Resource management

Project PlanScope Management PlanChange LogRisk and Response LogProject Budget

Scope creep is rearing its ugly head; Project hard to manage; Lots of arguments with client and project team, Cost impacted, Timeline impacted

3.1.2.2 Request for Change

Scope Change Management

Title of Presentation, Speaker Name / 41

Demo and Exercises

Realization - Demo and Exercises

Title of Presentation, Speaker Name / 42

Final Preparation, Go Live & Support

SAP Solution Manager

Final Preparation

Go Live & Support

Pre go-live SAP Services

Stress TestingCapture lessons learned

Setup Operations

Support

Handover of solution

Project Closeout Report

Title of Presentation, Speaker Name / 43

Reporting at a Glance – for Closeout Report

Possible to Report

- SCOPE- TRANSACTIONS- DOCUMENTATION- PROBLEM MESSAGES- TEST STATUS

Set up Report Variants for commonrequests e.g. specific Doc Type report

Title of Presentation, Speaker Name / 44

Project Management Tasks – Final Prep. and GoLive

Lessons Learned documentContinuous learningConsolidate Project Lessons learned ( WBS 5.4.2.3)

Lesson Learned

Project Close out report template

Project officially closed, release of resources complete, deliverables accepted

Prepare Project review closeout report (WBS 5.4.2)

Project Close out report

Deliverables Acceptance template

No common understanding with customers on accepted and delivered solution

Final Customer Acceptance (WBS 5.1.4)

PMM WBS 5.1.2

Deliverable Acceptance

Useful Accelerators What if not doneASAP Implementation Roadmap WBS

Project Management Task

Project Survey document

Customer survey document

Customer satisfaction, project team satisfaction

Administer Surveys (PMM WBS 1.2.1)

Surveys

Resource management Plan

MS Project

Identification of Project team members and roles (customer, partner and SAP Resources)

Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0)

Project Resource management

Project PlanScope Management PlanChange LogRisk and Response LogProject Budget

Scope creep is rearing its ugly head; Project hard to manage; Lots of arguments with client and project team, Cost impacted, Timeline impacted

3.1.2.2 Request for Change

Scope Change Management