Demo Script. Introduction to Business ByDesign Classification: Internal and for Partners. SAP Business ByDesign Reference Systems.

Transcription

1 Dem Script t Business ByDesign Classificatin: Internal and fr Partners Versin: SAP Business ByDesign Reference Systems

2 Disclaimer This dem script is based n the SAP ByDesign Reference System fr the Almika mdel cmpany. There are several cuntry versins f the Almika ByD implementatin available. The cntent is similar but deviates especially with respect t language supprt, names and bject descriptins. Sample data used in this dem script relates t the US cuntry versin fr ther cuntry versins different data samples might be relevant. A prerequisite fr being able t fully understand this dem script and run the dem, is a sund system knwledge n SAP Business ByDesign. General assumptin is that yu are familiar with the Learning Center cntent available in yur ByD system at: Hme Self-Services Learning Center. Althugh the script has been tested carefully yu might nevertheless encunter different system behavir when running a dem in an actual Almika dem tenant. Release Statement This versin f the dem script is released fr the fllwing cuntry versins f the ByD Reference System fr the Almika mdel cmpany: US United States, as f dem release ByD 1805 DE Germany, as f dem release ByD 1805 Fr ther cuntry versins r earlier dem releases, a previus versin f the dem script is t be used. The dem release basically is determined frm when the dem tenant has been prvided, a dem tenant prvided between mid-june and mid- September 2018 is part f the 1805 release. As f dem release ByD 1802 the release status f yur ByD dem tenant can be identified in the Cmpany-Specific-Help: Yu can find a help entry ByD <nnnn> Dem Guides <CC> under Help Cmpany-Specific-Help. <nnnn> specifies the dem release f yur ByD dem tenant, e.g released in February <CC> specifies the cuntry versin f yur dem tenant, e.g. US Almika US cuntry versin. The versin-cntrlled dem guides prvided in this help entry match t the dem release and the cuntry versin f yur ByD dem tenant. Please be aware that the dem guides are nt specific t the cuntry versin, nly the versin f the dem guide is specific t yur ByD dem tenant. Dcument Versin:

3 Table f Cntent 1 Dem Script Overview Dem Overview Dem Fcus General t SAP Business ByDesign General Theme Intended Audience Prtagnists Business Pain Pints Key Messages and Value Prpsitin Stry Flw Summary Technical Requirements System Access Infrmatin User Accunts Prerequisite Dem Steps Fcus n Persnalizatin and Efficiency My Launchpad Overview and Persnalizatin Search Fcus n Hme Page and Business Analytics Hme Page Overview Different Analytic Views and Layut Optins Flexibility thrugh MS Excel Integratin Drill Dwn Custmer 360 View Using Web Services Business Task Management Review Open Tasks Create a New Business Task Learning and Help Center Built fr Grwth Learning and Help Center Overview View the Organizatin Structure Adaptable fr Grwth Appendix Dcument Versin:

4 1 Dem Script Overview 1.1 Dem Overview Dem Fcus This dem script utlines the highlights f SAP Business ByDesign and shws yu hw t demnstrate these capabilities alng with their benefits and hw t deliver prf f the value prpsitins made in yur dem. In this dem, yu will intrduce general features f SAP Business ByDesign and demnstrate these features in the areas f Business Analytics, Business Task Management, and Help Center. Yu will shw typical key features f SAP Business ByDesign and explain t the end user hw they can leverage these built-in features t best meet their business requirements and hw t adapt them, if necessary, t allw them t get the mst efficient use ut f the system. The key features that are part f this intrductin will help t prve the value statements that yu will make and are als the fundatin fr ther mre specific dems, as they all circle arund SAP Business ByDesign s prduct key features f Transparency, Adaptability and Efficiency, which, in turn, lay the fundatins f Prfitability and Grwth, which are the main pillars f any business. Transparency is prvided by Embedded Analytics, Dcument Flw, and Attachments Efficiency is prvided by Business Task Management and Integrated Best Business Practices. Adaptability is prvided by Cnfigurable Dashbards, Custmizable Reprts, and Web Services t integrate t external systems General Obviusly, n intrductin f SAP Business ByDesign is cmplete withut an initial general intrductin t SAP and its cmmitment t bth large and SME enterprises. Here are sme general cncepts and keywrds that yu shuld include in an intrductin t SAP Business ByDesign. SAP s rle as a leading enterprise sftware prvider and its cmmitment t cmpanies f all sizes SAPs cmmitment t the custmer s industry (utline the range f industries that SAP cvers) Integratin f SAP Business ByDesign with SAP business suite in large enterprise scenaris alng with ther Line f Business Applicatins such as Cncur and SuccessFactrs Prminent names and success stries frm SAP Business ByDesign custmers Affrdability t refute the myth that SAP is nly fr large enterprises and is t expensive Rapid time t value Yu may, fr example, want t pint ut that SAP s best practices fr success are based n the immense experience gained in ver custmer implementatins t SAP Business ByDesign General Theme When yu give an verview f SAP Business ByDesign, it is essential that yu elucidate yur audience abut the verall value prpsitins f this slutin with regards t the guiding principles f running an enterprise, that is, Prfitability and Grwth. In yur dem, fcus n the strengths f SAP Business ByDesign and shw hw the slutin supprts the principles f grwth and prfitability by prviding: Transparency Efficiency Adaptability S, each f these features and capabilities are ultimately linked t and in ne way r anther supprts the ultimate principles f Prfitability and Grwth. Dcument Versin:

5 T prvide sme prf f the transparency that SAP Business ByDesign ffers, yu will dem embedded analytics and full dcument flw. Yu will pint ut that this helps t make better business decisins t imprve prfitability. T demnstrate hw SAP Business ByDesign bsts efficiency, yu can shw hw SAP Business ByDesign has 37 integrated best practice prcesses in the system, which includes the integrated business task management, and which helps t imprve cllabratin and cntrl f yur transactin flws. This efficiency cncept addresses bth prfitability and grwth. T prvide evidence f the adaptability f SAP Business ByDesign, yu can explain hw yu can implement the parts f the system yu need tday and add mre functinality later. Pint ut that yu can als cnfigure the system t tailr the best practices t yur envirnment and demnstrate that each user can persnalize the system t meet their specific needs. Again, adaptability helps custmers t streamline peratins, s that they can address bth imprving prfitability and cnfigure the system fr different needs as they grw. T demnstrate hw SAP Business ByDesign can supprt the Grwth f a business, we shwcase the Organizatinal Structure and hw this can evlve and supprt the grwth f the business with minimal impact 1.2 Intended Audience SAP internal: Pre-Sales Executives, Pre-Sales Slutin Advisrs SAP external: CEO, CIO, CFO, Sales Management, SAP Partners, SAP Partner Presales 1.3 Prtagnists The main character f this dem is CEO, Catherine Kennedy-Wds, wh is a CEO ver bth prductins f materials as well as prfessinal services. Nte: Names and descriptins used in the dem guide refer t the US cuntry versin f the Almika mdel cmpany. In ther cuntry versins the names and descriptins will differ. Fr the purpses f this guide we refer t the CEO as CEO01 (Catherine in the US tenant). 1.4 Business Pain Pints C-level executives need a tailred dashbard t manage the business with the ability t drill dwn int details and generate tasks acrss the rganizatin. Many f ur prspects are unable t d this tday due t the fllwing issues: Disparate systems with limited integratin d nt prvide a cmmn platfrm fr managing the business. Often, Excel supprts key business prcesses which is prne fr duplicatin and errrs Reprting is difficult with different reprting tls fr each f the disparate systems. Often, they must manually cnslidate infrmatin in Excel frm these disparate systems. The reprting tls f the past were difficult t use withut significant technical experience KPI s are difficult t mnitr and time cnsuming which means the business is nt reacting quick enugh t ptential issues Training new emplyees is quite difficult because prcesses are ill defined The ability t have all entities in ne single system glbally and quickly reprt at grup level Sufficient autmatin t allw substantial business grwth withut the need t dramatically increase the emplyee headcunt and ultimately directly effecting efficiency Dcument Versin:

6 1.5 Key Messages and Value Prpsitin Overview A cmmn SAP Business ByDesign theme includes high level business gals t imprve prfitability, and build a fundatin fr grwth. T supprt these gals SAP Business ByDesign prvides Transparency, Efficiency, and Adaptability, as well as an integrated slutin t supprt a tw-tier enterprise. Key Features and Assciated Benefits Business Analytics Over 500 embedded analytic reprts are available in ByDesign ut f the bx Different view ptins fr reprts (charts, tables, r bth cmbined) Adaptability f display and cntent: The end user, withut prgramming, can change r mdify a reprt t create new views by adding r remving key figures / filters frm yur reprt Ability and ease f use t change table view with Pivt functin by means f drag and drp Adaptability strengthens the transparency f the business infrmatin and thus adds t the efficiency f the reprts. Efficient reprting is a crucial factr fr the prfitability f an enterprise Rapid respnse time f reprts thrugh real-time analytics KPI management allwing yu t be reactive t ptential issues and mnitr the health status f yur businesses key perfrmance indicatrs Bi-directinal Integratin with Micrsft Excel and particularly the Plug-in fr Micrsft Excel that allws yu t update data frm the system directly ut f the MS Excel file. Frm within Excel, withut having t g int ByDesign, yu can lg n t ByDesign Ability t dwnlad data int Micrsft Excel with live links back Ability t uplad data and reprt changes back int ByDesign frm Excel Adaptability f reprts frm within Excel (plug-in allws yu t d similar alteratins t the reprt as yu can d in SAP Business ByDesign) Transparency, because yu get access t the infrmatin frm within a tl that yu re very familiar with. This means yu can lg n t ByDesign and pull the infrmatin dwn that yu want. Efficiency because yu can define ne f these reprts and then re-use it and refresh it n a regular basis and share it with everybdy else. And Adaptability because yu can cme in and apply the custmizatin and all the adaptability features f Excel are autmatically brught int the system here fr yu; this means that yu can change things very quickly Business Task Management SAP Business ByDesign has built-in business task management that prvides wrkflw which allws yu t effectively cllabrate with yur clleagues Easy access t task related business dcuments in the Quick links sectin (pen tasks) Easily create new tasks fr ther clleagues frm any dcument Imprved efficiency frm task management leads directly t imprved prfitability Best Business Practice Flws Dcument Versin:

7 Dcument flw prvides transparency f business transactins ( audit trail ) SAP Business ByDesign and ther SAP prducts supprts multiple accunting standards (IFRS, GAAP etc.) with set f bks and multiple currencies This is imprtant if yu grw int an internatinal envirnment. SAP has built its business n the ability t manage internatinal markets and transactins and supprts grwth f the enterprise in this envirnment. Adaptability Adaptability f yur Launchpad & Hme page (embedded analytics, wrklist, quick inks, etc.) t meet yur specific business requirements Adaptability f KPI s and reprts t suit specific business requirements Web Services supprt prvides access t industry slutins such as Ggle Maps Training can be adapted t meet cmpany specific requirements Organizatin Structure t allw fr cmpany grwth alng with crss cmpany reprting and inter-cmpany trading Dcument Versin:

8 1.6 Stry Flw Summary Nte: This dem is an intrductin and des nt shw an end-t-end prcess but rather takes yu thrugh the key features f SAP Business ByDesign. The dem stry takes yu thrugh a day in the life in their wrld and what transparency they wuld like t see in their business. CEO01 will start will start with a review f their Launchpad, hw this can be persnalized and adapted t their needs. Als, drilling int a KPI and anntating fr further investigate CEO01 then uses the enterprise search t lk int an invice that has been brught t their attentin frm ne f their largest custmers CEO01 will drill dwn int the invice and shwcase the dcument flw t give Transparency frm a fully integrated system. CEO01 wuld like t cnsider lw Sales Orders in the business and investigate further Mving back t the Hme Overview page t review the Sales Order Vlume reprt, drilling int this and adding mre detail t lk at rders by custmer Using Excel as anther tl t interrgate data and als the benefits f the bi-directinal link frm Excel back int SAP Business ByDesign As a CEO wh is hands n, reviewing their custmers is imprtant and wuld like t review their custmer CP further. Nte: CP is used in this guide as an example but cnsider the best custmer t use based n data in yur system and use the mst relevant custmer f yur demnstratin. CEO01 then ges back t her hme page t review her pen tasks and drills dwn t prepare fr a custmer call A review f the detail abut the transactin and the accunt in general befre linking ut t Ggle Maps and then finally creating a task fr the emplyee respnsible fr the custmer. CEO01 is cnsidering hw t grw the business and hw this will impact n the ERP system and whether this is ging t be cstly t implement. A review f the Help and Learning Center alng with the Cmpany Specific Help sectin gives reassurance that new emplyees and users f the system will have cmprehensive material t learn frm. Als, reviewing the value f 36 best practice business prcesses t aid in the grwth f the business. Review: Help Center Learning Center Cmpany Specific Help Business Scenaris CEO01 finally wants t knw hw easy is it t bring in new acquisitins nt the system and reviews the Organizatinal Structure and hw this is Adaptable and Flexible which will aid the grwth Dcument Versin:

9 2 Technical Requirements 2.1 System Access Infrmatin T run the dem, yu need access t a ByDesign dem tenant fr the Almika mdel cmpany, which is available in different cuntry versins. The apprpriate Almika cmpany fact sheet is available as Cmpany Specific Help cntent in the ByDesign Almika dem tenant. 2.2 User Accunts The fllwing user accunts fr the ByDesign Almika implementatin are t be used t wrk thrugh the dem: Predefined User ID User Name (US) 1 Passwrd 2 Rle CEO01 Catherine Kennedy- Wds Welcme1 Chief Executive Officer 2.3 Prerequisite T be able t shw the bi-directinal integratin with Micrsft Excel, yu must have installed the Plug-in fr Micrsft Excel, which yu can find in the Self-Services Overview f yur SAP Business ByDesign system (WC Hme Self- Services Overview). Scrll dwn and click Install Additinal Sftware in the sectin My Cmputer. Nte: The suggested brwser is Ggle Chrme and is the ne used fr the purpses f this guide, there are sme subtle differences depending n which brwser is used. Once yu have installed the add-in, this will appear n the ribbn within excel. Click nt the Lgn buttn and enter the URL f yur tenant (first time nly) and then yur username and passwrd, these are the same credentials as yu use fr SAP Business ByDesign. Anther prerequisite is t ensure that yur SAP Business ByDesign system is kept up t date with relevant data t prceed with meaningful demnstratins, als t make the demnstratin experience a better ne! Make the demnstratin relevant t yur prspect, use the Persnalizatin mde t place appreciate KPIs, reprts and tiles as this guide can nly give certain examples. 1 The names f the users are different in different cuntry versins f the Almika mdel cmpany. 2 The passwrds given in the table refer t the delivery status f the SAP Business ByDesign Almika dem tenant. The passwrds may have been changed fr an actual dem tenant. Dcument Versin:

10 3 Dem Steps 3.1 Fcus n Persnalizatin and Efficiency My Launchpad Overview and Persnalizatin What t Say Yu are lgged n t ByDesign as CEO01 and are n the ByDesign My Launchpad page. CEO01 has persnalized the layut f the Launchpad page t meet their jb requirements as a CEO. This means they have included shrtcuts t their mst used pages, including KPIs, s they can immediately access the infrmatin and figures mst interested in. (Please persnalize the screen with yur wn favrites.) Example Grups and Tiles: Wrk Inbx: Open Items, Open Alerts, Open Tasks, Open Ntificatin, Open Clarificatins Service & Supprt: Getting Started, Submit an Idea, Cnsult Cmmunity, One Stp Inf Center, SAP App Center Grw Revenue: A/R Overdue Amunts, Grss Sales, Net Sales Drive Prductivity: Operating Expenses, Cst f Gds Sld, Headcunt, Emplyee Turnver, On Time Delivery Imprve Prfitability: Prfit Margin, Net Incme, Maverick Spending Key Features and Advantages Adaptability f yur My Launchpad page (Shrtcuts, Business Tasks Quick Links, KPIs and Mashup tiles) t meet yur specific business requirements. Many predefined tiles available t aid efficiency f prcesses Easily create multiple grups Easy drag and drp grups and tiles Tile settings t allw yu t chse the tile size, refresh rate etc. Using Mashups t link t ther applicatins (e.g. SAP Analytics Clud - SAC) Value Statement Transparency with easy access t infrmatin acrss the rganizatin prvides executives with the infrmatin they need t make better infrmed business decisins and take crrective actin Efficiency allwing t navigate t key business areas direct frm the Launchpad tiles Adaptability by persnalizing the Launchpad page and including KPI s, Mashups as well as adapting the prcess tiles visible What t D Click n the user image placehlder f the user (tp right) then Click Start Persnalizatin Mde (explain My Settings, Anntate etc.) and accept the Persnalizatin Mde message (if appears) On the wrk space click the +Add Grup and shw hw yu can add yur wn grups and tiles. Yu can enter/change the name f grup t shwcase the adaptability. Call this grup Daily Use Dcument Versin:

11 On the wrk space click the + within the new grup t add tw new tiles. Explain that yu can add in shrtcuts fr rle driven prcesses alng with Mashup s and KPI s. Add Hme Reprts List by chsing the Hme Wrk Center f the Shrtcut tab frm the left-hand pane. Secndly, add in the Edit Org Structures within the Organizatinal Management Wrk Center Click Apply t shw the effect and Save yur changes Click Stp Persnalizatin Click the Hme Reprts List tile t shw all the available reprts and explain the view f reprts based n yur access, als the ability t view Pririty Reprts by selecting the View Selectin (defaulted t By Reprt Categry ) Clse the Reprts List Drill int the A/R Overdue Amunts KPI tile and change t the table view Click n the user image placehlder and select Anntate, shw that yu can highlight a KPI (A/R Overdue Amunts) that is f cncern and dwnlad that image t send t Head f Accunts Receivable fr actin Clse Anntate windw and KPI view Search What t Say Searching in SAP Business ByDesign will allw yu t return results frm a vast range f pages, dcuments and reprts. The brad categries are Analytics, Business and Peple. If yu chse All categries, it will als search the ByDesign web page (sap.cm) and the SAP Cmmunity. Yu can use the asterisk (*) symbl t perfrm a wildcard search. Fr example, searching *ell* returns terms such as well and hell. Examples f the search categries (Search All Categries): Analytics e.g. Brwser-Based Reprts Business e.g. Accunts, Bank Accunts, Sales Order, Invices, Shpping Carts, Peple e.g. Accunts, Business Partners, Emplyees, Suppliers SAP.cm SAP Cmmunity Key Features and Advantages Search the entire system fr data which imprves efficiency Use a wildcard t imprve the breadth f the search and find infrmatin quickly Searching features extend t extensin fields which shwcases the adaptability f the system Value Statement Transparency with Ggle like cntent searching gives the ability t search fr a variety f business data such as invices, batch numbers and serial numbers which is pivtal fr businesses wanting t quickly track which custmers their traceable items have gne t Efficiency with ability t track and find infrmatin quickly ensures fast respnses and mre time t analyze vs. searching Adaptability by persnalizing the Hme page and including key reprting metrics and KPI s Dcument Versin:

12 What t D Click n the Search functin (Magnifying Glass icn) Type 1INV int the search field and hit return (see Sectin 4 Appendix fr custmer invice IDs fr ther cuntries) Select Custmer Invice 1INV by clicking int the blue link titled Custmer Invices: 1INV Select the Mre tab and anchr the Sales Order dcument by clicking nt the anchr icn at the ft f the Sales Order and change the Shw View t Extended View. Explain the benefits f a fully integrated system Click int the Jurnal flder icn at the ft f the Custmer Invice Explain the cncept f the multiple sets f bks and hw this makes financial reprting easy acrss multiple reprting standards (IFRS GAAP etc) Clse all pen windws Dcument Versin:

13 3.2 Fcus n Hme Page and Business Analytics Hme Page Overview What t Say Yu are lgged n t ByDesign as CEO01 and are n My Launchpad, but we are nw ging t lk at the Hme Page Overview. CEO01 has persnalized the layut f their hme page t meet their jb requirements as a CEO. This means they have included business analytics n this page s they can see the develpments and figures mst interested in straight away. (Please persnalize the screen with yur wn favrites) Fr example: Wrk: Inbx My Tp Wrklist Sales Order Vlume Prfit Analysis Cmpany On Time Delivery Cnfirmed Date A/R Overdue Amunts. Net Sales Grss Sales Key Features and Advantages Explain the differences and value f the hmepage and the Launchpad: Whereas the Launchpad is a highly persnalized screen which allws quick access t all kind f infrmatin (Business Tasks, KPIs, Shrtcut t Business Prcesses, etc.) the hmepage is a central place t dive deeper by shwing Reprts fr Dashbard effect and KPIs with extended views fr example. Adaptability f yur Hme page (embedded analytics, KPIs, wrklist - quick links, etc.) t meet yur specific business requirements. Over 500 embedded analytics are available in ByDesign ut f the bx Supprt fr a variety f graphics including traffic light highlighting f tabular reprts. Chse the frequency f the refresh frm immediate t ne day. Easy t Drag and drp and frmat the tiles. Hver ver t see detail Click thrugh t see the underlying analytic r KPI Set the default selectin and view criteria. Different view ptins fr each f these reprts (charts, tables, r bth cmbined) Adaptability f reprts t suit specific business requirements Integratin with Micrsft Excel and particularly the Add-in that allws yu t update data frm the system directly ut f the MS Excel file fr things like budgets Dcument Versin:

14 Value Statement Transparency with real-time analytics displayed n yur Hme page allws yu t take crrective actin t imprve prfitability and critical business drivers Efficiency with easy access t infrmatin acrss the rganizatin prvides executives and business prcess managers with the infrmatin they need t make better infrmed business decisins Adaptability by persnalizing the Hme page and including key reprting metrics and KPI s What t D Wrk Center Hme Yu will see the fllwing tiles (please add yur wn favrites r persnalize it fr yur prspect r custmer): Wrk: Inbx My Tp Wrklist Sales Order Vlume Prfit Analysis - Cmpany On Time Delivery Cnfirmed Date A/R Overdue Amunts. Net Sales Grss Sales Click the burger (three lines tp left) t pen the wrk center navigatin Click Hme Wrk Center Overview Click the title f the Sales Order Vlume tile. Click n the Table and Chart icn t tggle between the graphical view t a cmbined view t shw the different display ptins fr a reprt. Explain the different chart ptins (bar, clumn, line etc.) Different Analytic Views and Layut Optins What t Say Pint ut that there are mre ways t alter the views and see the infrmatin yu re interested in. Yu can alter the view by adding r remving different kinds f infrmatin t get just the reprt data yu want. Key Features and Advantages Adaptability f display and cntent: the end user, withut prgramming, can change r mdify a reprt t create new views Ability t add r remve key figures / filters frm yur reprt Rapid respnse time f reprts thrugh real-time analytics Ability and ease f use t change table view with Pivt functin by means f drag and drp Dcument Versin:

15 Value Statement Transparency by having multiple views fr different business units which can be cnslidated int a single view fr transparency Efficiency by having a single reprt which can have multiple views means better cntrl f analytical reprting Adaptability with the ability t change these views frm an end user perspective prvides better business insight What t D Click the reprt mdificatin Views icn t pen the reprt rw fields and clumn fields display Click Clumn Fields + t add a new Key Figure Inviced Amunt and select OK. Then drag and drp the key figure Inviced Amunt t the first psitin Tggle back by deselect the cmbined chart and table icn then select the graph icn and chse table view nly Click Rw Fields + and add field Accunt and click OK Click n the 3 dts next t the field Accunt in the left navigatin panel, select the Characteristic Settings and set the Display As ptin t Descriptin and ID (leave reprt pen) Flexibility thrugh MS Excel Integratin What t Say ByDesign, like ther ERP systems will allw yu t exprt data frm the system int Excel. ByDesign hwever has bidirectinal integratin with Excel, whereas ther systems are nly uni-directinal. Yu can access the current data in the system frm the MS Excel file. Yu can change the view f a reprt within Excel and save this new reprt variant in ByDesign fr later use. Key Features and Advantages Ability t dwnlad data int Micrsft Excel Integratin with Micrsft Excel and particularly the Plug-in fr Micrsft Excel that allws yu t update data frm the system directly ut f the MS Excel file. Examples f updates frm Excel include initial data imprts and updates f budgeting infrmatin. Yu can als manage exceptins. Frm within Excel, yu can Navigate back t surce data within ByDesign in a single click. Adaptability f reprts frm within Excel (plug-in allws yu t d similar alteratins t the reprt as yu can d in ByDesign) Ability t make changes t reprt layuts within Excel and push these changes back int ByDesign as an alternate view Value Statement Excel integratin als supprts the three key cncepts and key benefits f ByDesign: Transparency, because yu get access t the infrmatin frm within a tl that yu re very familiar with. With this, yu can lg n t ByDesign and pull the infrmatin dwn that yu want. Efficiency because yu can define ne f these reprts and then re-use it and refresh it n a regular basis and share it with everybdy else. Dcument Versin:

16 Adaptability because yu can cme in and apply the custmizatin and all the adaptability features f which means yu are utilizing features f ByDesign as well as Excel. What t D Click Share icn tp right and the click Navigate T Micrsft Excel (Ensure yur ppup blcker is nt blcking the excel file pening and d nt clse the reprt) Click Open n the excel file and select Enable Editing, enter the CEO01 username and passwrd Discuss that yur new view has cme thrugh n the excel reprt and can be mdified and pushed back int ByDesign Search fr Sales Order within the search bx f the view pane and add it int the reprt In the Sales Order Reprt select a Sales Order Number frm accunt CP On the MS Excel menu bar click Navigate and then View Sales Order Enter the username and passwrd if required. Yu will see the Sales Order Overview page Frm the Sales Order Overview page, click New Task. In the task that pens, enter the addressee f CEO01, the subject Review Accunt and a descriptin f Cntact E0102 t discuss CP CEO01 wuld like t review CP and arrange a visit as they are ne f their best custmers. CEO01 is creating a task fr herself t actin at a later pint Save and Clse the New Task Clse the Sales Order Overview page Drill Dwn Custmer 360 View What t Say When yu are lking at a reprt, yu can drill dwn directly t see ther details, such as data abut an accunt r abut prducts that are used as a key figure; analytics are als used as a tl fr navigating thrugh the system. This is especially useful fr exceptin-based reprting because yu can directly jump frm the reprt t a specific exceptin yu have identified in a reprt. Explain the tw-level infrmatin cncept fr prviding infrmatin n central business data, fr example data n accunts, suppliers r prducts etc. By default, ByDesign has this infrmatin clearly arranged in verviews, which cver mst f the usual infrmatin requirements ( 20% f the infrmatin that cvers 80% f requirements ). Mre detailed infrmatin can be easily accessed with the View All functin, which als cvers very specific details that are nt frequently needed. Overview f the Accunt Data Detailed view f accunt data Example 1: Cmmunicatin data fr this accunt Dcument Versin:

17 Example 2: Check the change histry f this data recrd Example 3: Explre the Attachments functin Key Features and Advantages Many ut f the bx navigatin ptins t drill dwn t different infrmatin and reprting levels Exceptin and Cnditin reprting t highlight key figures Value Statement Transparency by using Business Task Management t create an actin t fllw up n what is required Efficiency with the ability t navigate t surce infrmatin and data directly frm analytics Adaptability by persnalizing screens t see nly the infrmatin required by the user and business What t D G back t the Sales Order Vlume reprt that yu were previusly amending. Switch the view t Sales Order Vlume with Exceptins (Crprate View) and explain exceptin management with Analytics Click n the accunt CP t select. Click the arrwhead and frm the cntext menu, select View Accunt Overview. General tab displays basic accunt infrmatin including data such as address, cntacts, relatinships, respnsibilities, etc. Mre detailed infrmatin n tab pages Sales, Service and Financials. S, fr example, the Sales tab prvides infrmatin n qutes, leads, sales rders, and pprtunities s therefre a 360 view f sales data T see even mre infrmatin, click View All and highlight sme categries. Click n the Cmmunicatin tab and then n the Cllabratin sub tab, fr example, t find ut whether this custmer wants t get an fr their sales qute and whm is t receive this. As this kind f infrmatin is very specific and nt frequently required, it is nt shwn n the verview screen, s it des nt clutter up the system. T see the change histry f this accunt data recrd, click the Changes sub tab and then click G. Explain that yu can check all the changes that were ever made in the ther recrds; this is an example f all changes ever made t any particular crprate accunt recrd. Here yu can see when smething changed, wh changed it, and as we scrll dwn what it changed frm and what it changes t. Click the Attachments sub tab and shw varius attachments fr this accunt recrd. Explain that yu can als attach different kinds f bjects t this data recrd, such as links t Ggle dcs, images, Wrd dcuments, and links t web sites. These kinds f attachments are available thrughut the entire applicatin, s that yu can extend the applicatin and bring in thse things that are utside f the system int ByDesign. This is an adaptability feature that yu see acrss the bard. Explain that yu can add Private r Public Ntes Dcument Versin:

18 3.2.5 Using Web Services What t Say In the Crprate Accunt Overview, explain the capability t integrate and leverage Web Services (in this case: Ggle Maps) t prvide additinal useful infrmatin fr this data recrd. By taking infrmatin, such as the address, frm the accunt s recrd and adapting and sending it t a third-party applicatin Ggle Maps yu can cmbine infrmatin frm within ByDesign with ther infrmatin that is in an external surce. Key Features and Advantages ByDesign allws yu t integrate external web services with functins in the system fr quick and efficient flw f infrmatin. The integratin f Ggle Maps can be used, fr example t aid in navigatin t a prspect. Anther Web Service example in the distributin envirnment is t capture the UPS tracking infrmatin and bring that back int ByDesign. If anybdy has a questin such as where s my shipment, yu can easily link ut t the current infrmatin. N prgramming is required t set this up, simply pass the apprpriate parameters alng; it nly needs t be set up nce and then yu can use it. Value Statement Transparency by autmating integratin with 3 rd party system using standard web services Efficiency allwing emplyees t navigate direct t key infrmatin, even when this infrmatin is in a different system Adaptability by extending the slutin and leveraging Mashups t link t ther systems via an embedded URL What t D Click Web Services Map/Directins (maps.ggle.cm). This shws yu a Ggle map with the exact psitin where yur custmer is lcated Clse all pen windws Dcument Versin:

19 3.3 Business Task Management Review Open Tasks What t Say As part f the Business Task Autmatin, the CEO01 wants t lk at sme f their pen tasks. They can find these in the Wrk Inbx sectin. As the CEO01 is lking at their pen tasks, they discver that there are a few tasks that has nt yet been addressed. The task t lk at is the ne that was created earlier t remind the CEO01 t cntact the accunt wner f CP Key Features and Advantages ByDesign has built-in business task management that prvides a wrk flw which allws clleagues t effectively cllabrate with each ther. Autmatin f tasks which pushes key business infrmatin t their ByDesign Wrk Inbx r via the cllabratin windw, anther tl used fr cllabratin. Value Statement Transparency with Integrated wrk flw increases visibility f tasks Efficiency is increased acrss the rganizatin with the delivery f autmated tasks Adaptability allws tasks t be directed t the crrect persn thrugh autmated wrk distributin What t D Wrk center Hme Overview Click n the Open Tasks as part f the Wrk Inbx tile In the view that pens, cmment n the basic infrmatin and that this tasks was created earlier t remind CEO01 t review the CP accunt Click int the subject field t pen the task and explain that it takes yu back t the riginal dcument that the task was created frm Create a New Business Task What t Say CEO01 wants t create a new business task t the emplyee respnsible fr accunt CP and ask him t rganize a meeting with this custmer. All they need t d is create a new business task and assign it t the emplyee respnsible. Dcument Versin:

20 Once CEO01 has created this task, the emplyee respnsible will get the task delivered t their Wrk Inbx r via the cllabratin windw. Key Features and Advantages Business tasks can be created easily frm any dcument. Tasks relevant t a dcument r accunt are linked which gives better visibility. Value Statement Transparency t the business as yu can get access t the infrmatin yu need Efficiency because we have built in these tls that allw yu t cllabrate with yur rganizatin Adaptability frm the perspective that we have cnfigurable wrk flw ptins fr apprval f dcuments etc. What t D Frm the Sales Order Overview screen, click the accunt name (CP Silverstar Whlesale Crp) frm within the Accunt sectin. Frm the Crprate Accunt Overview page, click New Task. In the task that pens, enter the addressee f E0102, the subject and a descriptin. Take the pprtunity t highlight the aut-cmplete functin. If CEO01 wants t send a task ver t E0102, fr example, she just starts typing in the first characters here and the system prpses a shrtened list f pssible entries fr him t select frm. And she can select frm her list there fr the apprpriate emplyee. Type in a title in the subject field: Set up a meeting t discuss ur custmer CP and maybe als a nte. Explain the efficiency and transparency f the business task management and cnclude this sectin f the dem Save and Clse the task and any ther pen windws Dcument Versin:

21 3.4 Learning and Help Center Built fr Grwth Learning and Help Center Overview What t Say In this step, talk abut the built-in e-learning and pint ut that these e-learning recrdings are rle-based and shw the specific business tasks f each business user s rle. Shwcase the Cmpany Specific Help and hw yu can adapt this t their business. Adding Links r dcuments t specific prcess screens which helps efficiency in the business. Give examples f prcess dcuments r vides that can be added, this als helps speed up the learning prcess fr the nbarding f new emplyees. Explain the Business Prcesses Scenaris and hw these 36 standard business prcesses are based n best practice. Shw the PwerPint examples f hw a prcess flws in Prject Management fr example. Key Features and Advantages Latest state f the art in emplyee educatin and e-learning. It cvers rle-based training and help that fcuses n the tasks f that business rle. It als ffers the capability t measure the learning prgress f yur emplyees by means f exercises and quiz links. Cmpany relevant help which is specific t the rganizatin Best practice business prcesses which equates t quick time t value Value Statement Transparency by standardizing yur prcesses acrss the business Efficiency with the ability t rllut the same prcesses acrss multiple entities within the rganizatin Adaptability by having quick time t value as shrter implementatin cycles and cst savings with build it adaptable learning material What t D Select the Shw/Hide Side Car in the tp right-hand crner t display the Help Center Select Learning Center and describe the and Rle-Based Learning available Clse all windws Explain the Cmpany-Specific Help sectin within the Help Center, hw yu can stre yur custmer s relevant dcuments r links t aid nbarding and prcess. These dcuments r links can be specific t the screen r system wide Search fr Business Prcess Scenari within the search bx f the Help Center Select Business Scenari Explrer Quick Guide On the left-hand pane, Select Business Scenaris and then Select the Prject Management scenari This will dwnlad the PwerPint slides fr Prject Management at the ft f yur brwser, walk thrugh this scenari and explain the benefit f the 37 best practice business prcesses Dcument Versin:

22 3.4.2 View the Organizatin Structure Adaptable fr Grwth What t Say With Grwth in mind, the CEO01 wants t review the rganizatin structure. In ByDesign, rganizatinal management (OM) is the central surce f infrmatin relating t the business. In the Org Structures view f the Organizatinal Management wrk center, yu can mdel yur cmpany's rg structure, the display prvides a single, cnsistent view f yur rganizatin frm all perspectives f the business. It is cmprised f rg units that represent departments r divisins and prvides a unified, graphical representatin f yur rganizatinal data. Key Features and Advantages Business ByDesign s rganizatin structure graphically represents yur business legal hierarchy - determines which rg units belng t which cmpany r business residence, fr example Financial hierarchy - csts and prfits are aggregated alng this hierarchy Reprting line hierarchy - persnnel-relevant tasks are frwarded alng this hierarchy and it shws where persnnel respnsibility lies within the rg structure Functinal hierarchy - tasks and apprvals related t functins are frwarded alng this hierarchy and it is the basis fr emplyee and rganizatinal wrk distributin Displayed in graphical r tabular frm fr visual ease All infrmatin entered and displayed in the Org Structures view is time dependent. The effective-frm date tells the system frm which date yur changes are t valid. This means yu can future date and mdel changes t yur business. Value Statement Transparency, as having a single system t accmmdate all entities within an rganizatin ffers greater transparency Efficiency with the ability t trade between entities easily imprves efficiency Adaptability by being able t time stamp rganizatinal changes and implement these in advance which als reduces risk What t D Wrk center Hme My Launchpad Click the Edit Org Structures tile yu added befre Click Ok and explain the benefit f the time dependencies and the flexibility Explain and lk at Definitins and Functins and hw grwing the business can easily be reflected in the adaptable Organizatinal Structure. Hw wrkflw can be used t take apprvals t line managers derived frm here Switch t Table View and explain it Select Navigate, Expand All Clse withut saving Dcument Versin:

23 4 Appendix The data prvided in this script is cuntry specific. Please refer t the table belw t find the custmer invice ID which is used in Sectin f this dem scenari in the respective cuntry versin. Cuntry US DE Custmer Invice ID 1INV RE Dcument Versin:

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