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Sponsored Programs Management (Grants Management)

4th annual HERUG meeting, Toronto, April 2000

Jürgen Hollberg, SAP AG

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Agenda

z Where are we today?� Customers implementations

� HERUG‘s and other requirements

� Pilot customers

z Where do we want to get to?� Current scope

� Further visions

z How do we get there?� Schedule

� Effect on Grant Year solution

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Where are we today?

z HER customers have implement their grant business using different approaches� CO

� PS

� FM

� custom solutions

z HERUG requested improved functionality 2 years ago

z Grant Year development was meant to be the first phase of the solution

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Further requirements

z From HER institutions

� Duke University

� MIT

� University of Nebraska

z From others

� World Bank

� State of Florida

� State of Delaware

� City of Phoenix

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Pilots & Interested group

z Pilots

� Duke University

� City of Phoenix

� Non-Profit organization

z Interested customers

� Baylor College of Medicine

� Kellogg Foundation

� National Research Council

� Queens Borough Public Library

� University of Mississippi

� University of Nebraska

� University of Tennessee

� ...

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Grantee Processes

Proposal / Application Award / ContractAccounting /

Reimbursement

Spo

nsor

Gra

ntee

/Con

trac

tor

(R/3

Cus

tom

er)

Rec

ipie

nt

Application

Application

Invoice

Award

Award

Invoice

Transmittal

Invoice

Transmittal

Contract

ProposalContracts

Contract

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High-Level Design

We expect to flexibly link sponsored program master data objects to existing R/3 master data objects in order to accommodate both the internal grantee budgeting/accounting/reporting/billing requirements and the external sponsor budgeting/accounting/reporting/billing requirements.

External Sponsor View (Grants) Internal Grantee View (R/3)

External Fund

Sponsored Program 1 Project A

Sponsored Program 2

Project B

Sponsor Funding

Internal FundCost Sharing

Account 1Account 2Account 3

Class AClass B

Account 1Account 4

Class C Cost Center 1Account 1Account 4

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In order to facilitate tracking and accounting for sponsored programs within R/3, we expect the sponsored program (external) view of the data to be de-coupled from, but integrated with, the organization’s view (internal). Separate ledgers may be used inorder to record sponsor-related documents simultaneously as existing R/3 documents are posted.

High-Level Design

R/3 Document(Internal

View)

Spo

nsor

ed P

rogr

ams

Tra

nsla

tion

Spo

nsor

ed P

rogr

ams

Upd

ate

Sponsored Programs Document(External

View)

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Although the first phase of development for the Sponsored Programs Management system will only support grantee functionality, we expect the overall design to contemplate the sponsor point-of-view as well in order to develop and integrate sponsor functionality at a later date.

High-Level Design

R/3 Document(Internal

View)

Spo

nsor

ed P

rogr

ams

Tra

nsla

tion

Spo

nsor

ed P

rogr

ams

Upd

ate

Sponsored Programs Document

(Grantee Module)

Sponsored Programs Document (Sponsor Module)

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High-Level Design

In order to cover the entire sponsored programs market and to provide for the possibility of mySAP.com marketplaces for grants, we would expect to de-couple and support inter-related sponsor vs. grantee requirements.

Sponsor Sponsor/Grantee GranteeInternal View - Budgeting

(Funds Management)

Sponsored Programs(Sponsor Module)

Sponsored Programs(Grantee Module)

Internal View - Budgeting(Funds Management)

Sponsored Programs(Sponsor Module)

Internal View - Budgeting(Funds Management)

Sponsored Programs(Grantee Module)

Internal View - Accounting(FI, Split Ledger, CO)

Internal View - Accounting(FI, Split Ledger, CO)

Internal View - Accounting(FI, Split Ledger, CO)

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Potential Grants Marketplaces

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Potential Higher Education Marketplaces

¾ Research funding availability

¾ Application submission

¾ Funding notifications

¾ Funding amendments

Universities and Foundations

¾ Reimbursement requests

¾ Research collaborations

¾ Reporting

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Planned Project Timeline

1999

Planned

Initial Spec.& Kickoff

Visit 1-Overview

Visit 2 -Detail

Specification

Prioritization & Design Review Prototype

Design

Development & Testing

Actual

Questionnaire Process Models

Visits 3 & 4 -Detail

Final Specification

2000 2001

FCS

2002

High-LevelDesign

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Challenges we face

z Governmental customers also look for a solution

z Most current implementations cause massive numbers of master data

z Either sponsor or internal view dominates

z No options for grantor processes

Conclusion:

Î A solution for a more complex process / new master data is needed

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Evaluation of Grant Year solution

z Places sponsor view in funds management vs. Internal view that would result from Grants Management

z Creates issue with all year dependent functionality� master data

� customizing

Conclusion

Î We are discussing options for pilot customers

Î It will not be generally released

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