<Business Scenari Name> Dem Script Classificatin: Internal and fr Partners SAP Business ByDesign Reference Systems SAP AG 2012 Octber 23, 2017 1
Table f Cntent 1 Dem Script Overview... 3 1.1 Dem Overview... 3 1.2 Intended Audience... 3 1.3 Prtagnists... 3 1.4 Key Messages and Value Prpsitin... 4 1.5 Stry Flw Summary... 4 2 Technical Requirements... 5 2.1 System Access Infrmatin... 5 2.1.1 System Landscape... 5 2.1.2 System Access... 5 2.1.3 Users... 5 3 Dem Steps... 6 3.1 Prjects Perfrmance Overview... 6 3.1.1 Highlight Prjects Perfrmance Overview Graph... 6 3.2 Edit a Prject... 7 3.2.1 Shw ptins n prject creatin... 7 3.2.2 Edit a particular prject... 8 3.2.3 Create Purchase Request ut f the Prject... 10 3.2.4 Track Purchase Order within the Prject... 12 3.2.5 Sales Tracking... 13 3.2.6 Prject Overview / Reprting... 15 3.2.7 Summary... 17 4 Scenari Quick Guide and Key Master Data... 18 4.1 Prjects Perfrmance Overview... 18 4.2 Edit a Prject... 18 5 Appendix... 19 Octber 23, 2017 2
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, 2017 3
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, 2017 4
2 Technical Requirements 2.1 System Access Infrmatin 2.1.1 System Landscape Sftware Cmpnent Release Supprt Pack SAP Business By Design 1711 2.1.2 System Access Access yur lcal dem system. The access details and dem features described here are available in all standard reference systems. 2.1.3 Users Predefined User ID User Name Passwrd Cmpnent PROJECTS01S Peter Sellers Welcme1 SAP Business ByDesign Octber 23, 2017 5
3 Dem Steps 3.1 Prjects Perfrmance Overview 3.1.1 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, 2017 6
3.2 Edit a Prject 3.2.1 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, 2017 7
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, 2017 8
3.2.2 Edit a particular prject What yu Shuld See Octber 23, 2017 9
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, 2017 10
What yu Shuld See Octber 23, 2017 11
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 357-1 (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, 2017 12
3.2.4 Track Purchase Order within the Prject What yu Shuld See 3.2.5 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, 2017 13
3.2.5 Sales Tracking What t D Chse Sales Tracking sectin. Chse subarea Dcument Flw. Shw dcument flw fr sales rder ID 1641. What yu Shuld See Octber 23, 2017 14
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, 2017 15
3.2.6 Prject Overview / Reprting Octber 23, 2017 16
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, 2017 17
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, 2017 18
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 357-1 (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 322-1 357-1 322-1 273-1 282-1 305-1 255-1 247-1 418-1 104-1 63-1 2-1 1595 1641 476 540 485 516 409 396 1628 212 93 15 Octber 23, 2017 19
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