Demo Script. Project Management Classification: Internal and for Partners. SAP Business ByDesign Reference Systems. <Business Scenario Name>

Transcription

1 <Business Scenari Name> Dem Script Classificatin: Internal and fr Partners SAP Business ByDesign Reference Systems SAP AG 2012 Octber 23,

2 Table f Cntent 1 Dem Script Overview Dem Overview Intended Audience Prtagnists Key Messages and Value Prpsitin Stry Flw Summary Technical Requirements System Access Infrmatin System Landscape System Access Users Dem Steps Prjects Perfrmance Overview Highlight Prjects Perfrmance Overview Graph Edit a Prject Shw ptins n prject creatin Edit a particular prject Create Purchase Request ut f the Prject Track Purchase Order within the Prject Sales Tracking Prject Overview / Reprting Summary Scenari Quick Guide and Key Master Data Prjects Perfrmance Overview Edit a Prject Appendix Octber 23,

3 1 Dem Script Overview 1.1 Dem Overview This dem script utlines the highlights f SAP Business ByDesign and shws yu hw t dem these capabilities alng with their benefits and hw t deliver prf f these value prpsitins in yur dem. In the dem, yu will present the ByDesign system frm the perspective f the prject manager Peter Sellers. This dem includes features such as: Prjects perfrmance verview Prject structure, staffing, scheduling Purchase rder/sales rder integratin Analyzing prjects/reprting Why des the demnstrated slutin differentiate SAP frm the cmpetitin (SAP strengths and cmpetitr weakness)? Integratin t CRM, SRM, SCM, FIN, and HCM Integratin with ERP fr Master Data Integratin with MS Outlk Easy t use UI What are the technlgy differentiatrs? 100% SaaS Real time Analytics Mbile Enabled 1.2 Intended Audience SAP internal: Pre-Sales Executives, Pre-Sales Slutin Advisrs SAP external: CEO, CIO, Sales Management 1.3 Prtagnists The main character f this dem stry is Peter Sellers, wh is a prject manager fr prfessinal services. KPIs: Planned Incurred Csts/Revenue Planned/Actual Wrk Prject Perfrmance by Prject Structure Milestne Trend Analysis Octber 23,

4 1.4 Key Messages and Value Prpsitin Business ByDesign business prcess is fully integrated t Business ByDesign Financials, Purchasing/Prcurement, Sales and Human Resurces. The true value f is t shw a full picture, 360 degrees, nt just the health and status f the prject. Overview allws prject managers t accurately plan cst, schedule resurces, and plan revenues within Business ByDesign that are needed fr a successful cmpletin f the prject. Key Features and Assciated Benefits Real Time Analytics Tracking f Csts and Revenues Prperly managing resurces Integratin t Sales and SRM Accurate cst distributin based n sales qutes and rders Prper prcurement f 3 rd party services MS Prject Integratin 1.5 Stry Flw Summary This dem is an intrductin dem and des nt shw an end-t-end prcess but rather takes yu thrugh sme f the key features f within ByDesign: Prjects perfrmance verview Prject structure, staffing, scheduling Purchase rder/sales rder integratin Analyzing prjects/reprting Octber 23,

5 2 Technical Requirements 2.1 System Access Infrmatin System Landscape Sftware Cmpnent Release Supprt Pack SAP Business By Design System Access Access yur lcal dem system. The access details and dem features described here are available in all standard reference systems Users Predefined User ID User Name Passwrd Cmpnent PROJECTS01S Peter Sellers Welcme1 SAP Business ByDesign Octber 23,

6 3 Dem Steps 3.1 Prjects Perfrmance Overview Highlight Prjects Perfrmance Overview Graph What t Say Intrductin Peter Sellers has persnalized his Hme wrk center view by integrating a reprt which gives him an verview abut the perfrmance f the existing prjects. Key Features and Advantages Real time analytics allws prject managers t always stay n tp f budget and verrun prject csts. What t D WC Hme. Pint ut Prjects Perfrmance Overview Graph sectin. What yu Shuld See Octber 23,

7 3.2 Edit a Prject Shw ptins n prject creatin What t Say Intrductin Briefly highlight the ptins t create a new prject. Key Features and Advantages allws fr easy prject creatins using guided activity and prject templates. What t D WC -> Prjects. Click New -> Prject. Shw ptins (Surce) t create a new prject: Frm a template Frm an existing prject Frm MS prjects What yu Shuld See Octber 23,

8 3.2.2 Edit a particular prject What t Say Intrductin Peter edits a certain prject plan and gets an verview abut the whle prject. On a detailed level he gets infrmatin abut the planned and actual wrk, the staffing f the prject, expenses, and prducts/services which are needed. Key Features and Advantages allws prject managers t view prject structure using a Gantt Chart r Wrk Breakdwn Structure. What t D WC -> Prjects. Select Prject ID 200_PRO_250. Click Edit -> Prject Plan. Click Expand. Intrduce the structure f the plan: phases, tasks, milestnes. Mve graphical elements (hrizntal bars) as an example. Select dependency lines and shw dependency definitins. Select grey lines which represents percentage f cmpletin (POC%) fr particular tasks. Select task Write Blueprint and shw apprpriate infrmatin at the bttm n different tabs: Basic data Wrk Expenses Octber 23,

9 3.2.2 Edit a particular prject What yu Shuld See Octber 23,

10 3.2.3 Create Purchase Request ut f the Prject What t Say Intrductin Directly ut f the prject Peter is able t create a purchase request which is sent ver t the purchasing rganizatin. Key Features and Advantages Integratin t SRM, allws prject managers t prcure 3 rd party services directly frm the prject withut any purchasing access cntrls by creating a purchase request fr purchasing. What t D Chse Prducts sectin. Click Create Purchase Request -> Fr Whle prject. Click Cancel. Octber 23,

11 What yu Shuld See Octber 23,

12 3.2.4 Track Purchase Order within the Prject What t Say Intrductin Within the prject Peter is able t track an existing purchase rder frm its request ver creatin, gds receipt and invicing. Key Features and Advantages With the dcument flw, prject manager can easily track the status f the purchase rder against the prject and its details. What t D Chse Prducts sectin. Chse subarea Purchase Orders. Select Purchase Order ID (Item Type: Material). The data prvided in this script is cuntry specific. Please refer t appendix t find the data which was created in the respective cuntry versin. Select View All. SR: there is n View all instead yu can simply select the PO line and then click n the dc flw tab in the details sectin f the table (as per screen sht belw) Select tab Dcument Flw. Octber 23,

13 3.2.4 Track Purchase Order within the Prject What yu Shuld See Sales Tracking What t Say Intrductin Peter lks at the entire prject frm a revenue perspective analyzing the business flw frm lead generatin t invicing. This can be dne right ut f the prject via the sales tracking view. Key Features and Advantages business prcess is tightly integrated t CRM business prcess. This integratin allws easy access fr prject managers t track the true revenues and plan prject budget accrdingly. And allws fr quick and easy way t mnitr invicing. Octber 23,

14 3.2.5 Sales Tracking What t D Chse Sales Tracking sectin. Chse subarea Dcument Flw. Shw dcument flw fr sales rder ID What yu Shuld See Octber 23,

15 3.2.6 Prject Overview / Reprting What t Say Intrductin Within the Prject Overview sectin Peter gets access t certain reprts shwing him imprtant figures frm different areas. Key Features and Advantages Real time analytics allws prject managers t always mnitr time, cst, and budget. What t D Chse Prject Overview sectin. Pint ut the reprts listed under subarea Reprts. What yu Shuld See Octber 23,

16 3.2.6 Prject Overview / Reprting Octber 23,

17 3.2.7 Summary What t Say Intrductin Summarize prject management capabilities as shwn befre. Key Features and Advantages There are many prject management tls ut in the market. Hwever, they lack the integratin with FIN, CRM, SRM, TLM, ERM - which cmes with ByD ut f the bx. W/O this integratin there are a lt f duble entries necessary and there is a lack f transparency hw is the prject ding e.g. frm a financial pint f view (budget vs. actual cst; planned prfitability vs. actual prfitability ). What yu Shuld See Octber 23,

18 4 Scenari Quick Guide and Key Master Data This sectin summarizes the entire prcess and prvides all the master data that yu need t run it. If there is mre than ne prcess alternative, additinal tables will be prvided. This chapter is intended as a quick reference fr experienced users wh have understd the basics f the business prcess and have already cmpleted the scenari. 4.1 Prjects Perfrmance Overview Steps Summary Path Data t Use/Enter Activity Step 1 Highlight Prjects Perfrmance Overview Graph WC Hme Pint ut prjects verview perfrmance graph n Hme WC 4.2 Edit a Prject Steps Summary Path Data t Use/Enter Activity Step 1 Shw ptins n prject creatin WC -> Prjects -> New Step 2 Edit a particular prject WC -> Prjects -> Edit -> Prject Plan Prject ID: 200_PRO_250 Highlight ptins t create a new prject: - Frm a template - Frm an existing prject - Frm MS prjects Step 3 Create Purchase Request ut f the Prject Octber 23,

19 Prducts and Purchasing sectin Click Create Purchase Request -> Fr Whle prject Click Cancel Step 4 Track Purchase Order within the Prject Prducts and Purchasing sectin subarea Purchase Orders Select Purchase Order ID (Item Type: Material) tab Dcument Flw The data prvided in this script is cuntry specific. Please refer t appendix t find the data which was created in the respective cuntry versin. Step 5 Sales Tracking Step 6 Prject Overview / Reprting Sales Tracking sectin subarea Dcument Flw Shw dcument flw fr sales rder ID 1641 Prject Overview sectin Pint ut the reprts listed under subarea Reprts 5 Appendix The data prvided in this script is cuntry specific. Please refer t the table belw t find the cntract ID which was created in the respective cuntry versin. Cuntry DE US UK FR IN CN MX AU AT CA CH NL Purchase Order ID Sales Order ID Octber 23,

20 Cpyright 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. N part f this publicatin may be reprduced r transmitted in any frm r fr any purpse withut the express permissin f SAP SE r an SAP affiliate cmpany. The infrmatin cntained herein may be changed withut prir ntice. Sme sftware prducts marketed by SAP SE and its distributrs cntain prprietary sftware cmpnents f ther sftware vendrs. Natinal prduct specificatins may vary. These materials are prvided by SAP SE r an SAP affiliate cmpany fr infrmatinal purpses nly, withut representatin r warranty f any kind, and SAP r its affiliated cmpanies shall nt be liable fr errrs r missins with respect t the materials. The nly warranties fr SAP r SAP affiliate cmpany prducts and services are thse that are set frth in the express warranty statements accmpanying such prducts and services, if any. Nthing herein shuld be cnstrued as cnstituting an additinal warranty. In particular, SAP SE r its affiliated cmpanies have n bligatin t pursue any curse f business utlined in this dcument r any related presentatin, r t develp r release any functinality mentined therein. This dcument, r any related presentatin, and SAP SE s r its affiliated cmpanies strategy and pssible future develpments, prducts, and/r platfrm directins and functinality are all subject t change and may be changed by SAP SE r its affiliated cmpanies at any time fr any reasn withut ntice. The infrmatin in this dcument is nt a cmmitment, prmise, r legal bligatin t deliver any material, cde, r functinality. All frward-lking statements are subject t varius risks and uncertainties that culd cause actual results t differ materially frm expectatins. Readers are cautined nt t place undue reliance n these frward-lking statements, and they shuld nt be relied upn in making purchasing decisins. SAP and ther SAP prducts and services mentined herein as well as their respective lgs are trademarks r registered trademarks f SAP SE (r an SAP affiliate cmpany) in Germany and ther cuntries. All ther prduct and service names mentined are the trademarks f their respective cmpanies. See Octber 23,