A Modernized Travel UX on Top of Standard SAP Travel

Transcription

1 A Modernized Travel UX on Top of Standard SAP Travel Megan Bradley Task Lead for Apps: Financial Management Oak Ridge National Laboratory ORNL is managed by UT-Battelle for the US Department of Energy

2 Agenda SAP at ORNL SAP Travel at ORNL Tools for Modernizing Travel Demo Next Steps 2 A Modernized Travel UX on Top of Standard SAP Travel

3 SAP at ORNL 1998 FI, CO, PS, MM, limited HR 3.1h 1999 Payroll, Benefits, Master Data 4.0b 2002 Upgrade 4.6c 2006 Upgrade Upgrade ECC enhancement packs EHP Business Suite on HANA 1.0 EHP 8 and NetWeaver Upgrade Business Suite on HANA 2.0 Next NetWeaver version SuccessFactors (EC, Recruit) Future (circa 2020) Migrate to S/4HANA or greenfield to S/4HANA or other vendor 3 A Modernized Travel UX on Top of Standard SAP Travel

4 Non- Employees Master Data & Org Mgmt SAP Core Modules at ORNL WF WorkFlow Payroll CO Controlling FI-TV Travel FI-AP Accts Pay Benefits FI-AR Compensation HR Human Resources SAP FI Finance Accts Recv FI-GL Gen Ledger Workforce Diversity Training MM Materials Mgmt PS SD Sales & Distrib FI-TS Treasury Project Systems FI-AA Recruiting Asset Acctg 4 A Modernized Travel UX on Top of Standard SAP Travel

5 SAP Landscapes at ORNL Enterprise Core Components PRD ERP E-Recruiting QAS TQA EQ2 DEV Primary SBX Sandbox ERT Primary ERD Sandbox GRC GRP GRQ GRD Primary Solution Manager 7.2 SMP SMD Primary Web Dispatcher SAPWEBP4 SAPWEBP5 SAPWEBD4 5 A Modernized Travel UX on Top of Standard SAP Travel

6 SAP Travel at ORNL

7 SAP Travel at ORNL pre-2000s Pre-1990 s All processes paper-based until mid-90s Mid-1990 s Homegrown web application, Web Travel Services (WebTS), created for travel expense reimbursement 1998 SAP was introduced as ERP for accounting, financials, and logistics replacing 80+ homegrown systems 1999 SAP HR module was implemented to replace Cyborg 7 A Modernized Travel UX on Top of Standard SAP Travel

8 SAP Travel at ORNL SAP FI-TV travel module integrated with SAP financials (goodbye WebTS) 2006 In-house frontend, TravX, developed using SAP s WebRFC framework (basic HTML and JavaScript) One prior year of WebTS imported to SAP TravX Foreign Trip Reports (FTR) in-house frontend developed using SAP s Business Service Pages (BSP) framework Conference Planning Tool (CPT) in-house frontend developed using SAP s BSP framework 2009 Foreign Travel Management System (FTMS) in-house frontend developed using SAP s BSP framework 8 A Modernized Travel UX on Top of Standard SAP Travel

9 SAP Travel at ORNL 2010-present Paperless receipts implemented for TravX Project to determine to continue Travel on-premise or move to a cloud provider Business objectives Provide a better user experience Integrate/consolidate applications Improve architecture After several months, the Travel team determined to modernize Travel on-premise $200K one-time modernization cost vs $300K per year in the cloud 9 A Modernized Travel UX on Top of Standard SAP Travel

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12 SAP Travel at ORNL 2017-present New mobile-friendly TravX developed using SAP s BSP framework with HTML5 tools and widgets Enter, view, edit and submit travel expenses Capture and attach receipt images Review and approve travel expenses View travel itineraries Wrapped using Citrix tools and made available as a mobile app in the ORNL Store 2018-present Roll-out new TravX lab-wide June A Modernized Travel UX on Top of Standard SAP Travel

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14 Tools for Modernizing Travel

15 Tools for Modernizing Travel Balsamiq for wireframes HTML5/CSS Bootstrap jquery FontAwesome and Glyphicons from Bootstrap Various plugins for Bootstrap and jquery Citrix tools for wrapping it as a mobile app 15 A Modernized Travel UX on Top of Standard SAP Travel

16 Tools for Modernizing Travel - Balsamiq 16 A Modernized Travel UX on Top of Standard SAP Travel

17 Demo

18 Old TravX 18 A Modernized Travel UX on Top of Standard SAP Travel

19 Modernized TravX Desktop Mobile 19 A Modernized Travel UX on Top of Standard SAP Travel

20 Modernized Travel Desktop Mobile 20 A Modernized Travel UX on Top of Standard SAP Travel

21 Modernized Travel - Desktop 21 A Modernized Travel UX on Top of Standard SAP Travel

22 Modernized Travel - Desktop 22 A Modernized Travel UX on Top of Standard SAP Travel

23 Modernized Travel - Mobile 23 A Modernized Travel UX on Top of Standard SAP Travel

24 Modernized Travel - Mobile 24 A Modernized Travel UX on Top of Standard SAP Travel

25 Modernized Travel - Mobile 25 A Modernized Travel UX on Top of Standard SAP Travel

26 Modernized Travel - Mobile 26 A Modernized Travel UX on Top of Standard SAP Travel

27 Next Steps for Travel Modernization FY 2017 FY 2018 FY 2019 Main Travel Expense and Approval UI Credit Card UI Cost Distribution UI Business Personal UI View Itinerary View Simulation Certification UI Receipt Capture & Attachments Travel BI Reporting Lodging Exception UI Non-US Flag Carrier UI Travel Reservation Request UI Honorarium Request UI Conference Attendance Planning UI Foreign Travel Request and Approval UI Travel Audit UI Receipts Required UI Cash Advances UI Offsite Assignments UI TMP Booking Queue UI Monetary Co- Sponsorships UI 27 A Modernized Travel UX on Top of Standard SAP Travel

28 Acknowledgements Thank you to Lamar Lepard, group lead of Apps: Financial Management, for providing the history of Travel at ORNL and SAP diagrams. Thank you to Gail Calloway, functional lead for Travel, for providing Travel process diagrams. Thank you to our Travel Modernization team: Development Team Megan Bradley Morgan Brooks Hannah Greise Lamar Lepard Michael Wells Nevada Williford Functional Team Gail Calloway Tammy Hill Leslie Ornduff 28 A Modernized Travel UX on Top of Standard SAP Travel

29 Questions? Megan Bradley Apps: Financial Management SAP Travel Task Lead 29 A Modernized Travel UX on Top of Standard SAP Travel