SAP Solution Manager

: Platform for SAP Projects SAP Field Services

Standard Customer Environment

Blueprint Blueprint Configuration Configuration Test Test Management Management

Project Project Management Management

Solution Solution Monitoring Monitoring

Knowledge Knowledge Transfer Transfer

Customer Solution

Support Support Desk Desk

Change Change Management Management

Service Service Delivery Delivery

Missing Integration !!!

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SAP Solution Manager: Mission Statement

With SAP Solution Manager, you can manage your SAP solution throughout the entire life cycle to...
ensure reliability reduce Total Cost of Ownership increase Return on Investments

SAP Solution Manager is delivered as part of your annual maintenance fee!!!

... And here is how you can achieve the benefits:

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A Different Approach
A different approach is required for managing IT solutions It is characterized by the following aspects
Integration
Integration is vital because you need one place where all information comes together

Life-cycle orientation
Life-Cycle Orientation is vital because it structures the customers tasks that customers from a time perspective

Business-process orientation
Business processes are the glue for the information which is acquired during the software life-cyle
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The old and the new way

ASAP Q&Adb ASAP Q&Adb SAP Solution Manager SAP Solution Manager

SAP Reference Structure

1 2 3 4 5 Business Processes Enterprise Area Scenario Process Group Processes

SAP Reference Structure

1 2 3 4 4

Project Name
Business Scenario

Business Process
Process Groups

Process Step

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How to describe Solutions?

3 Level Approach used internally and externally to describe a business oriented view Used by SAP Development to structure all SAP solutions
Business Scenario
Visualized by

Business view / As is To be

Process
Component View

Process Step

Software View

Transactions

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SAP Solution Manager Where does it Live?

Customer's System Landscape
3.1I 3.1I 4.6C 4.6C 4.6C 4.6C PLM PLM CUS CUS CRM CRM CUS CUS 3.1I 3.1I

QAS
4.6C 4.6C FVS FVS
RFC/Agents

CRM CRM FVS FVS

4.6C 4.6C SCM SCM

RFC/Agents RFC/Agents

CUS CUS

DEV

SAP Solution Manager

PRD

SAP Service Marketplace

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Data Collectors

SAP Solution Manager Offerings

Open End-to-End Application/ Technology Management & Maintenance Document Implement Train Test a deployment Support and maintain Monitor and optimize Control change Manage incidents Methodologies Roadmaps Services Best Practices

Tool

Content

Gateway to SAP

SAP Active Global Support SAP Development Service Delivery Platform

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Solution Manager in Project Preparation

ASAP Phase:

Project Preparation What do I need to set-up in SM? Upload Roadmap Define Project Key Word Categories Define Statuses Define High Level Scope Project Team Authorization Profiles

Document Management Leverage Scope from different Projects

Project Issue Management

System Landscape

SAP Solution Manager

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How SAP delivers ASAP Roadmaps

AcceleratedSAP Roadmap delivered via SAP Service Marketplace, SAP Solution Manager and SAP Roadmap Composer (SAP Consulting internal toolset).

For external audiences

SAP Internal

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Project Preparation - Define Project

Implementation Project Implementation of SAP solutions Template Project Creation of re-usable solutions

Project Administration
Choose your project type Define general project data
Person responsible for the project Language of the project Overall project status Project time frame for plan and actual data

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Define Project General, Landscape, Standards ...

Define project data Define project data
Person responsible for the project Person responsible for the project Language of the project: Language of the project: determines in which language the documents determines in which language the documents will be accessed from knowledge warehouse will be accessed from knowledge warehouse Overall project status Overall project status Project time frame for plan and actual data Project time frame for plan and actual data

Assign project team members Assign project team members

Assign generic or existing users as Assign generic or existing users as potential resources for the project potential resources for the project Assign Project team members to tasks Assign Project team members to tasks in project structure in aaproject structure (e.g. Solar01) (e.g. Solar01) Direct access to user maintenance Direct access to user maintenance

Define Project Standards Define Project Standards

Set status values to be used during Set status values to be used during the project the project Keywords as search criterias Keywords as search criterias for documentation in reporting for documentation in reporting Select and/or define document types Select and/or define document types and related templates and related templates (Button: Project template) (Button: Project template)
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Define document strategy

Business Scenario

Demand Planning

A Business Scenario is a set of processes that define a business task in a comprehensive and selfcontained manner on a macro level A process is a set of logically related activities performed to achieve a defined business outcome (cf.
Davenport & Short, 1990)

Business Process

Sales Order Processing: Make/Assembly To Order

Process Step

Create Inquiry

A process step is an elementary activity performed to accomplish a process

VA11 VA12 VA13 VA15 V.03 Create Inquiry Change Inquiry Display Inquiry Inquiries list List of Incomplete Inquiries

Transaction(s)

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Project Standards Documentation types

Several documents: determines whether more Several documents: determines whether more than one document of the docu type can be than one document of the docu type can be attached to one structure item attached to one structure item File extension: determines File extension: determines Which editor to launch Which editor to launch ifif no template is set no template is set

Blueprint-Relevant Blueprint-Relevant
?? ??

Global doc.: Global doc.:

Docu type automatically Docu type automatically assigned to projects while assigned to projects while project is created project is created

Define docu types Define docu types

Create own docu types and import template Create own docu types and import template Change existing docu types/templates Change existing docu types/templates
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Issue Management with Service Desk

Capture, process, track project Capture, process, track project issues in one place issues in one place

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Project Management Tasks Project Preparation

Project Management Task Create project roadmap ASAP Implementation Roadmap WBS n/a What if not done Project team will lack guidance, it is hard to create WBS, project deliverables will not be understood An authorized project is not created in Solution Manager The team will be following individual standards & approaches that will not lead to an efficient project Useful Accelerators SAP Roadmap Composer RC-SolMan Integration.doc Project Charter Define standard settings in solution manager.pdf Project documentation naming convention and repository guidelines.doc Hand-off checklist How to create project specific roadmap (Roadmap Composer); Scope management Plan Project Resource management Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0) Identification of Project team members and roles (customer, partner and SAP Resources) Progress of the Project is not monitored regularly Schedule for Project Planning WBS 1.1.2.3.0 PMM 2.2.7 Guess what happens ??? Project risk not documented MS Project

Create Project Define Project Procedure and Standards

WBS Element 1.1.2.1.0 Implementation Standards (WBS 1.3 DG)

Scope of Project

Define Project specific Roadmap; Any industry or solution specific activities and tasks

Expected deliverables are not properly defined and described in details

Define and Track Major & Minor Milestones High Level Project schedule management Risk and Response Log

MS Project optionally document milestones in Solution Manager Project Schedule Guidelines Prepare the risk log along with risk mitigation details

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Project Preparation Demo and Exercises

Demo and Exercises

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Business Blueprint
ASAP Phase:

Business Blueprint How do I manage Business Blueprint in SM? Detailed scoping Capture & document requirements Document Version control Store all requirement documentation Direct Link To SAP Graphical view of Reference Structure Leverage Scope from different Projects Generate Business Blueprint

Documentation

Effective Status Mgmt.

Issue Management

SAP Solution Manager

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Business Process Structure

Business Scenario

Demand Planning

A Business Scenario is a set of processes that define a business task in a comprehensive and selfcontained manner on a macro level A process is a set of logically related activities performed to achieve a defined business outcome (cf.
Davenport & Short, 1990)

Business Process

Sales Order Processing: Make/Assembly To Order

Process Step

Create Inquiry

A process step is an elementary activity performed to accomplish a process

VA11 VA12 VA13 VA15 V.03 Create Inquiry Change Inquiry Display Inquiry Inquiries list List of Incomplete Inquiries

Transaction(s)

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Business Blueprint Capture Requirements

Create, edit, store, upload and download requirements documents Predefined templates / document types for
Scenario descriptions, diagrams, installation guides Customer Input Template

Developments - Interfaces, Forms, Reports Use own templates Reporting features to track and filter on documents

Business Process requirements Business Process models Developments (Reports, Interfaces, Conversions and Enhancements) Other documents BP transactions

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Implementation Content in Detail Component View

Scenario

Business Process 1

Component View

Process Step 1 Process Step 2 ... Transaction Business Process 2 Process Step 1
CRM MOBILE CLIENT CRM SERVER SAP SEM Perform Market Analysis SAP R/3 Create Campaign Reference to Business Process: Target Group Creation Update the Campaign Hierarchy Load Campaign Attributes

VISUALIZE flow of business processes and process steps Show components required by business scenario or process Show business partners or external software required by the business scenario or process

...
Transfer Campaign, Target Group, Products, Attachments, Alloc. to Mobile

Create Collaterals Allocate to campaign Update the Key Figures for the Campaign

Plan Key Figures Plan Allocations

Load Allocations

Release Campaign Transfer Campaign Create Accounting Object (WBS) Post Direct Marketing Costs to Accounting Object (WBS) Settle Direct Marketing Costs to Profitability Segment Update Direct Marketing Costs Info

Transfer Activities to CRM Mobile

Transfer Target Groups

Scenario-oriented structure
(= Business Process Hierarchy)
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Reference to Business Process: Customer Visit and Order Entry

Execute Campaign

Update Activities Info Load Cost Drivers

Reference to Business Process: Lead Processing Reference to Business Process: Order Process in B2B eSelling Reference to Business Process: Order Process in B2C eSelling Update Overhead Costs Info Perform Campaign Analysis

Assess Overhead Costs to WBS Element

Implementation Content in Detail - Documentation

In Knowledge WH with - Versioning - Authorization - Status,

Scenario

Documentation

Business Process 1

Process Step 1 Process Step 2 ... Transaction Business Process 2 Process Step 1 ...

Describes use and application of business scenarios and processes => the complete Business Blueprint documents Context-dependent online help* Available SAP training offerings*

Business Scenario Documentation

* Optional delivery

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Implementation Content in Detail - Transactions

Scenario

Transactions/URLs

Business Process 1

Match scenario-oriented approach to functions in SAP world Evaluate/test-drive SAP Software in a customer project during the Business Blueprint Phase Organize and test SAP solutions

Process Step 1 Process Step 2 ... Transaction Business Process 2 Process Step 1 ...

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Generate Business Blueprint

Generate Business Blueprint Document for sign-off

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Status Reporting

Possible to Report SCOPE TRANSACTIONS DOCUMENTATION PROBLEM MESSAGES TEST STATUS

Set up Report Variants for common requests e.g. specific Doc Type report

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Reporting some examples

SCOPE (by process with no transaction information)
Use the report General Status Analysis from the report menu: Analysis > Project > Business Blueprint > Administration

TRANSACTIONS
Use the report Transactions in Implementation (or Template) Project from the report menu: Analysis > Project > Business Blueprint > Assignments.

DOCUMENTATION
Use the report Documentation from the report menu: Analysis > Project > Configuration > Assignments

PROBLEM MESSAGES
Use the report Problem Messages from the report menu: Analysis > Project > Configuration > Assignments

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Downloading Reports to MS Excel

When the reports are run there are two routes for taking the report to MS Excel:
Hierarchy (standard) View: set column width when viewing full structure; print preview entire hierarchy; menu option system > list > save as
Process structure shown in individual columns Some blank lines are inserted in the MS Excel view of the report hierarchy.

Table View: Switch to table view buttons to download to local file

; adjust column display; use or spreadsheet

Process structure shown in a single column. See the column node type to help filter report It is sometimes difficult to see the true assignments of resources and transactions to the process structure when in table view

It is a personal choice as to which of the above views is preferable.

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Project Management Tasks Business Blueprint

Project Management Task Detailed scoping ASAP Implementation Roadmap WBS Project specific roadmap What if not done Scope as defined in the Project Plan is not realized; More or less scope is not desirable Useful Accelerators Hand-off checklist How to create project specific roadmap (Roadmap Composer); Scope management Plan Define Solution Requirements (Define Product) Project Resource management Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0) 2.3 and 2.6 Implementation team has no idea what they are doing in realization, project is out of control Solution Manager Process Library, Blueprinting Functions CI Template Functional Specification Template Resource management Plan

Identification of Project team members and roles (customer, partner and SAP Resources)

Track Major & Minor Milestones; Update Schedule Generate Report Issue Management Project schedule management 2.1.2.9 Status Reports WBS 2.1.2.4.0 Schedule for Project Planning WBS 1.1.2.3.0
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Progress of the Project is not monitored regularly Progress is hard to understand, sponsor may get curious Issues are not being resolved Resource and Task assignment can not be tracked, project is out of control

MS Project

SOLAR_EVAL Service Desk functionality Project Schedule Guidelines

Business Blueprint Demo and Exercises

Demo and Exercises

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Realization
ASAP Phase:

Realization

Key Realization activities enabled in Solution Manager Access IMG and configure solution Capture configuration documenation Keep config in sync between systems SAP Solution Manager FRICEW Developments Document test cases Plan and perform unit tests Plan and perform cycle tests Plan and execute integration test Store and Manage training docu

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Realization Configure Business Processes

Re-use of Configuration via Re-use of Configuration via BC Sets, e.g. in a Rollout BC Sets, e.g. in a Rollout location location

Configuration of process requirements, specified in the Business Blueprint Automatic assignment to transactions and BC Sets through use of objects from the Business Process Repository
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Configuration via Configuration via Implementation Guide (IMG) Implementation Guide (IMG)

Define and assign test Define and assign test cases cases

Configuration in Detail
Perform configuration linked to IMG: Perform configuration linked to IMG:
Assign related IMG area to process/process step Assign related IMG area to process/process step For each process step, navigate to the IMG (F4 in For each process step, navigate to the IMG (F4 in Object column) of related SAP components Object column) of related SAP components Document configuration settings Document configuration settings => Attach additional documentation for configuration => Attach additional documentation for configuration IMG - -IMG Solution Manager - -Solution Manager => Could be done via BC-sets as well (for documentation) => Could be done via BC-sets as well (for documentation)

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Create and Assign Additional Customizing Objects

Create and assign customizing objects: Create and assign customizing objects:
Select object type (e.g. IMG) Select object type (e.g. IMG) Select row and press Add button Select row and press Add button Launch IMG-Object in component system Launch IMG-Object in component system Configure IMG Object and store back to Solution Manager Configure IMG Object and store back to Solution Manager Maintain status and responsible per object Maintain status and responsible per object

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Realization Development Requirements (FRICEW)

Define Customer created Define Customer created transactions, user exits & transactions, user exits & other reports related to the other reports related to the business process business process

Identifies the Business process that requires development work to address the Gaps define during Business Blueprint Additional FRICEW requirements identified during business blueprint
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Attached completed program // Attached completed program user exits to the Business user exits to the Business process requesting the process requesting the development development

Realization Testing

Business Blueprint & Configuration

Selected Business Scenarios

Test Plan
Selected Business Scenarios

Central definition and preparation Central definition and preparation of test plans and packages of test plans and packages Assign test packages to Testers Assign test packages to Testers

Internet Sales: B2C

Internet Sales: B2C

Business Processes

Business Processes

Business-to-Consumer

Business-to-Consumer

BC

Register in Web Shop Select Product Update Shopping Basket

Register in Web Shop Select Product Update Shopping Basket Order Processing

Order Processing

Testers find test packages in their Testers find test packages in their personal Worklist and execute the personal Worklist and execute the test e.g using eCATTs test e.g using eCATTs

Create Order Process Order

Create Order Process Order

Check the status of your tests Check the status of your tests in the Status Info System in the Status Info System

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Central Test Coordination

SAP CRM
Create Sales Order Configure Products

SAP APO

SAP R/3

Test Management

Availability Check Determine Conditions Credit Check Replicate Order Order Confirmation Maintain Status Receive Order

SAP Solution Manager

Test Execution

Example: Sales Order Processing

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Usage of Test Workbench in Solution Manager

Test Plan Management (transaction STWB_2)
Define test plan according to your solution manager project Create Test Packages Assign Tester to Test packages Display Test Package => expand structure => test cases visible Possibility for Status Analysis => test cases visible

Testing (transaction STWB_WORK)

Tester will find the worklist with the assigned Test Packages Select Test Package Expand structure => test cases visible Test
test the functionality with reference to the test case directly in your test system Maintain status for the test case within Test Package in Solution Manager

Make Status Analysis via Test Packages in Test Plan Management (transaction STWB_2)

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Realization E-Learning Materials

Store recorded learning materials into a project in SAP Solution Manager

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Status Reporting

Possible to Report SCOPE TRANSACTIONS DOCUMENTATION PROBLEM MESSAGES TEST STATUS

Set up Report Variants for common requests e.g. specific Doc Type report

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Project Management Tasks - Realization

Project Management Task Scope Change Management ASAP Implementation Roadmap WBS 3.1.2.2 Request for Change What if not done Scope creep is rearing its ugly head; Project hard to manage; Lots of arguments with client and project team, Cost impacted, Timeline impacted Useful Accelerators Project Plan Scope Management Plan Change Log Risk and Response Log Project Budget

Project Resource management

Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0) 3.1.3 Project Plan Updated

Identification of Project team members and roles (customer, partner and SAP Resources)

Resource management Plan MS Project

Track Major & Minor Milestones; Update Schedule Generate Report

Progress of the Project is not monitored regularly Progress is hard to understand, sponsor may get curious Issues are not being resolved Resource and Task assignment can not be tracked, project is out of control

MS Project

3.1.2.9 Status Reports

SOLAR_EVAL

Issue Management High Level Project schedule management

WBS 2.1.2.4.0 Schedule for Project Planning WBS 1.1.2.3.0

Service Desk functionality Project Schedule Guidelines

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Realization - Demo and Exercises

Demo and Exercises

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Final Preparation, Go Live & Support

Final Preparation Go Live & Support Capture lessons learned Handover of solution Project Closeout Report

Stress Testing Pre go-live SAP Services Setup Operations Support

SAP Solution Manager

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Reporting at a Glance for Closeout Report

Possible to Report SCOPE TRANSACTIONS DOCUMENTATION PROBLEM MESSAGES TEST STATUS

Set up Report Variants for common requests e.g. specific Doc Type report

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Project Management Tasks Final Prep. and GoLive

Project Management Task Scope Change Management ASAP Implementation Roadmap WBS 3.1.2.2 Request for Change What if not done Scope creep is rearing its ugly head; Project hard to manage; Lots of arguments with client and project team, Cost impacted, Timeline impacted Useful Accelerators Project Plan Scope Management Plan Change Log Risk and Response Log Project Budget

Project Resource management

Phase resource allocation (WBS 1.1.1.1.0; 2.1.1.1.0; 3.1.1.1.0; 4.1.1.1.0; 5.1.1.1.0) Final Customer Acceptance (WBS 5.1.4) PMM WBS 5.1.2

Identification of Project team members and roles (customer, partner and SAP Resources)

Resource management Plan MS Project

Deliverable Acceptance

No common understanding with customers on accepted and delivered solution Continuous learning

Deliverables Acceptance template

Lesson Learned

Consolidate Project Lessons learned ( WBS 5.4.2.3) Prepare Project review closeout report (WBS 5.4.2) Administer Surveys (PMM WBS 1.2.1)

Lessons Learned document

Project Close out report

Project officially closed, release of resources complete, deliverables accepted Customer satisfaction, project team satisfaction

Project Close out report template

Surveys

Project Survey document Customer survey document

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