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SAP BI Connector Duet Enterprise for Microsoft SharePoint and SAP

SAP NetWeaver Gateway productivity accelerator for Microsoft

Synch enterprise data between SAP BI and Microsoft Excel

Example use case: Leverage Excel to perform one-time analysis on SAP BI reporting data

Present SAP transactional data in SharePoint UIs

Example use case: present SAP leave request/approval in SharePoint

Update and analyze SAP data from within Microsoft Office

Example use case: include SAP purchase data in SharePoint collaboration process

Collaborate in Context with SAP(e.g. FI/CO, MM, HCM, SRM, CRM)

SAP-run Business Processes

Create/Capture

Review/Collaborate

Access/Distribute

Preserve/Destroy

Store/Secure

Increase SharePoint Efficiency/Functionality

Give SharePoint users access to SAP data and related unstructured content and enable them to perform simple process steps

Improve SAP Process Efficiency

Let SAP users easily find, add or edit SharePoint content from within a business process (e.g. work orders, maintenance manuals, regulatory submissions, etc..)

Strengthen Governance and Compliance

As part of the leading system of record, SAP-relevant content needs to be managed with equivalent control

– Integrated, centrally-managed access controls

– Records management (physical and digital) integrated with content/ data retention policies

– Complete data and content archiving

The world’s market-leading collaboration platform

SharePoint

Extended ECM

The world’s market-leading enterprise content management system

Business SuiteThe world’s market

leading process engine

Integrates SharePoint content with SAP Objects, and makes it available through multiple UIs

Presents SAP-related content and data in a SharePoint UI

Archives SharePoint content and places under enterprise retention management controls

Restricts site proliferation

Improves Improves Improves Improves Collaboration and Collaboration and Collaboration and Collaboration and Process EfficiencyProcess EfficiencyProcess EfficiencyProcess Efficiency

Extends Control Extends Control Extends Control Extends Control and Governanceand Governanceand Governanceand Governance

Business Workspace content displayed in Enterprise Library

Web Part

Link to SAP GUI, Business Relationships, Recent Changes displayed in

Widget Web Part

Link to SAP GUI, Business Relationships, Recent Changes displayed in

Widget Web Part

SAP metadata information displayed in Widget Web Part

SAP Business Workspace

SAP Business Workspace

SAP GUI and SAP NW BC

SAP NetWeaver® Portal

SAP CRM and SAP SRM

MS Windows Explorer

MS Outlook and MS Office

Solution and BenefitsSolution and BenefitsSolution and BenefitsSolution and Benefits

• Improve access and remove information silos (e.g., by linking customer relationship management to work orders)

• Align information management with business programs and processes

• Effect significant behavioral and cultural change within the organization, resulting from more resource-efficient information management

• Reduce regulatory risk with a single point of truth for documentation history, versioning and audit trails

• Implement corporate retention, archive and disposal policies and corporate naming standards in support of compliance

• Anglian Water is saving 4,500 hours of work time for its employees per week through improved maintenance and material management processes

Link to Case Study

SAP, Microsoft and OpenText at Anglian WaterSAP, Microsoft and OpenText at Anglian WaterSAP, Microsoft and OpenText at Anglian WaterSAP, Microsoft and OpenText at Anglian Water

• Anglian Water had disparate information systems to manage asset documentation.

• SAP, OpenText and Microsoft teamed up to deliver a solution to connect business data, process and content and integrate SAP Plant Maintenance with SharePoint

• Deployed over 5,500 seats in the past 2+ years for internal and external users

Marquee Clients in Marquee Clients in Marquee Clients in Marquee Clients in North AmericaNorth AmericaNorth AmericaNorth America

•

••

Connie gets a message about oil leakage on pump P-3000-N001. Connie creates the work order in SAP and identifies one of the internal service teams of technicians, to get this resolved with highest priority. She creates a business workspace related to the maintenance notification and associates required documentation such as maintenance instructions, relevant documentation for the specific pump, but also related reports from service teams that had worked on past leakages in SAP GUI via Extended ECM so that the assigned service team has immediately access to all relevant documentation in the business workspace for the maintenance order.

Here Connie creates the Maintenance Notification in SAP. Via data maintained in SAP like Functional Location and equipment number, the services team will know the exact location and damaged part in the plant.

Using SAP Extended ECM, Connie identifies similar maintenance notifications from the past days or problems with the same type of pump. Her goal is to identify service report documents that could help the service team to resolve the issue. She does that mainly through contextual search – called faceted browsing – available to her on the left side in her screen.

Here Connie is now in the workspace for the maintenance notification that got created for her automatically. This is where Connie now uploads the documents she identified in addition to the existing preloaded documentation that will help the engineering team to repair the leakage.

•••

Quentin receives the maintenance notification that Connie generated in SAP via email, including all relevant links to SharePoint sites related to the maintenance operation such as the maintenance notification workspace and the equipment workspace from the pump that‘s leaking.

By clicking on the second link in that email, Quentin checks on the business workspaces for the equipment – in this case our leaking pump – to determine the exact type of pump, access the manuals, etc. He can see all required documentation that his team will need, has access to the data like the manufacturer, part and model numbers. Quentin can also access and look at related materials and pumps of the same kind in the plant – all without leaving SharePoint.

Clicking on the second link from Connie‘s email, Quentin checks out the workspace and information for the maintenance notification that Connie already had created for him. Here he can see and access the recent uploads she made and specific documents his team needs to get the job done. Again he could also go back to the SharePoint site that holds the equipment workspace and information by clicking on the related items link.After a first inspection of the pump and the leakage, Quentin has no clue what could cause the issue.

While working on the pump, Quentin‘s team does not seem to find the error and root cause of the leakage. Quentin goes to the maintenance group in Yammer to check with his colleagues for advice. One of his colleagues is able to consult him and points him to a rubber seal that may cause the leakage and should get replaced.

Via the navigation menu on related SAP Business Objects on the right, Quentin navigates down the hierarchy and finds the material information from the rubber seal that his colleague referred him to.

In the material workspace for the rubber seal, Quentin now identifies the vendors and can check directly from within SharePoint if the required rubber seal is available on stock. With this new rubber seal, his team is able to fix the pump and stop the leakage.

Quentin creates a notification document to summarize the repair activities of his team and to provide future guidance for others on how to repair leakages for this type of pump in the future.

Quentin uploads this notification document to the maintenance order workspace.

Quentin now sends an email with a link back to Connie, notifying her about the new maintenance notification document that he created.

•

••

After receiving, the email from Quentin, Connie logs into SAP.

Connie navigates to the same notification workspace in the SAP GUI where she has access to the same notification document that Quentin just uploaded. She reviews it and adds additional meta data information that will associate it automatically to all business workspaces for this type of pump, making it part of the maintenance instructions for these types of pumps so that in the future other maintenance teams can find and repair the root cause for a leakage quicker.

Reduced business process efficiency

Increased legal and compliance risk

Finance

Customer Service & Support

Legal

Asset Management

ProductionHR

Sales &Marketing

Often unclear if SAP related content is up to date; danger of content duplication

Content related to SAP processes filed in SharePoint without business context information

SAP related content not retained for legally required duration, or kept too long

Inability to find such content amongst growing volume of overall SharePoint content

SAP GUI users have no access to content filed in SharePoint

Business context information often added manually, getting out of sync with SAP metadata

Increased legal and compliance risk

Lack of business context

Finance

Customer Service & Support

Legal

Asset Management

ProductionHR

Sales &Marketing

No insights of SAP users into unstructured information, no single version of the truth

ERP data underutilized; not leveraging investment = unstructured collaboration processes

Lack of auditability and business insight

Enterprise Search issues, which repository holds related content

Data without content hinders eDiscovery processes

SAP data not used in context with unstructured information

•

•

•

CustomerCustomerCustomerCustomer

Integrated Customer Support

Jointly Aligned Advice

Extensive Product Testing

ArchivingSecure, compliant, cost-efficient storage of information

Document Access360 degree information access

Employee File Mgmt

Automate HR File

administration

and enable self

service scenarios

Invoice Management

and OCR

Minimize data

capture effort and

human

intervention

Streamline

accounts payable

processes

Extended ECM

Best-of-breed ECM with unique SAP integration

and process support.

Enterprise Records

Management

Travel ReceiptsMgmt & OCR

Automate receipt

handling and

streamline

expense

management

process

Digital Asset Management

Optimized

management of

rich media assets

Integrate media

into marketing

communications

Document Presentment

Automate

document

generation and

personalization

(e.g. billing)

Content Management

for SharePoint

Collaborate and

work with SAP

related content in

Microsoft

SharePoint.

Information

Governance for

SharePoint

Content, DoD

5015.2 and VERS

certified Records

Management

Portal Site & Portal Content Management

Powerful Intranet/

Extranet,

document Mgt,

collaboration,

authoring and

publishing

embedded into

SAP NetWeaver

Portal and

Enterprise

Workspaces

Horizontal Platform ProductsLOB specific Solutions

Document Presentment

add on

Business

Correspondence

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