SAP Workforce Performance Builder (WPB)

Enablement Programme,
Enterprise Standard Agenda
12 Days Training and Consultancy

PREPARATION WORKSHOP – 1 DAY

Description

Kick off workshop with the core team to ensure decision readiness. The workshop starts with an overview of
SAP WPB, followed by a detailed explanation of all licensed components, their features and customisation
possibilities.

Outcome

 Awareness of the licensed components and functional overview of the licensed edition
 Core team / project manager(s) is/are equipped with a high-level overview of WPB to understand the
components and features in order to aid any future decision-making strategies
 Core team / project manager(s) is/are enabled to decide about default changes, parameterization and
customizing in the upcoming workshops
 Departments such as IT understand the tasks required of them and the timelines
 IT infrastructure characteristics and policies defined
 Analysis / Strategy and Design Workshop structure confirmed
 Physical setup planning (Client rollout, server setup, SAP system, GUI modifications, browser settings, etc.)
 Stakeholders understand support process

Recommended Participants

Morning Session (3 hours)

 Training Manager/ Training Strategy Owner

 WPB Owner (If different from Training Manager)
 WPB Project Manager
 Lead WPB Author
 Designated WPB Administrator
 Project Manager
 Process Strategy Owner
 Any additional Project and Business stakeholders

Afternoon Session (2 hours)

As per the morning with the addition of:

 IT responsible manager who can facilitate Server and Desktop Installation, and changes to SAP and IE
Settings

For the remainder of the day, please provide the SAP WPB Education Consultant with access to all participants
or key contacts as confirmed during the meeting, in order to ask any further questions.
ANALYSIS/STRATEGY & DESIGN – 4 DAYS
Description

The duration spent on each task may vary, based on, for example, licensed edition; enterprise size and WPB
usage decisions.

In this workshop(s), the following points are discussed to get the complete “big picture “of your organisational
needs, to enable the creation of the WPB solution blueprint and to document outcomes of this workshop. The
SAP WPB Education Consultant will offer best practice examples for each topic. This workshop is the most
important step in the WPB implementation phase.

 Identify applications be captured in with WPB to enable to plan application analysis and profile development
 Global project timeline, milestones and responsibilities (who is who)
 Content delivery scenario(s)
 Identity management and technical role planning (authoring process and end use access)
 Content structuring (languages, subsidiaries, process variants, use case variants etc.)
 Customising specifications (templates, default parameters etc.)
 Documentation layout concept
 Book Page layout concept
 Confirmation of IT Requirements

Outcome

 A clear task list for the forthcoming days is created

 Identification of secondary documentation requirements (checklists, setup guides, handbooks, SAP notes)
 Further steps are scheduled (server installation, follow up workshops etc.)
 Results and tasks documented in:
 High level project plan
 Task list
 Customising specification
 SAP WPB implementation concept
 Training sessions are planned and fully prepared for, training preparation is based on specific authoring
guidelines, understanding default settings, workflows, project roles, template usage
 Customisation is implemented and reviewed

Recommended Participants

 Training Manager/ Training Strategy Owner

 WPB Project Manager
 Lead WPB Author
 Designated WPB Administrator
 Any additional Project and Business stakeholders (as per the preparation workshop)

All recommended participants are advised to attend an initial 90 minute meeting at the start of the first day and to
be available for questions/input on at least one of the other days. The Training Manager and Project Manager
are expected to be involved throughout all three days, plus any other necessary WPB stakeholders.

BUILD AND DOCUMENT DAY (REMOTE)

Description

All discussions and decisions made on the strategy and design workshop are documented in a strategy and
design guide.

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MANAGER INSTALLATION & ADMINISTRATION
WORKSHOP – 1 DAY
MANAGER INSTALLATION

Description

Scheduled in as part of, or as follow up to, the analysis/strategy and design workshop, the physical installation of
the WPB manager server and the training of the technical administrator takes place at this stage. The installation
may, or may not be onsite, depending on server location.

 Confirmation of technical spec against pre-installation checklist

 Installation / check of needed legacy components (application server, database etc.)
 Installation of WPB manager (training/test and production environments)
 Initialization of WPB manager (database connection, workarea setup, resources setup, identity management
setup, basic roles and rights definition)
 1st infrastructure test (client server connectivity, read/write behaviour of the repository).

Outcome

 Server infrastructure is ready to use (technical perspective)

 Technical administrator is trained.

Recommended Participants

 Owner(s) for enabling the Server Installation, IE Settings and Desktop Installation
 Designated WPB Administrator
 A Database Administrator (in case of technical issues)

MANAGER ADMINISTRATION WORKSHOP

Description

This workshop will be standard classroom style delivery. It covers all aspect of SAP WPB Manager from a
theoretical overview of the key subject areas, in conjunction with hands-on exercises and best practices. Note:
some topics may be covered in more detail on the Project Manager Workshop.

Workshop Agenda

Introduction and Course Overview

 An introduction to the areas covered in the course based on the agenda

Product Overview
 A brief explanation / demo of Manager functions from an authoring, user and management perspective

Getting Started
 Connecting and logging onto Manager
 An introduction to the user interface

Initial Setup
 Creating and managing Organisational Units (OUs)
 Creating and managing Roles
 Creating and managing Users

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 Defining permissions

Managing workflows
 Understanding the workarea structure
 Creating workarea objects

 Defining workflows to control the assignment of tasks to multiple authors

 Publishing and Assigning Content to Users and Groups
 Publishing content to the server
 Assigning courses to users and/or groups
 Accessing publishing content from Learner View

Learning Reporter
 Understanding user progress reports
 Understanding lesson reports
 Understanding assignment reports

Recommended Participants

 Training Manager
 WPB Project Manager

Up to 8 delegates can attend the Manager Administrator workshop.

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PROJECT MANAGER WORKSHOP – 1 DAY
Description
An important part of the WPB implementation phase, this workshop defines organisations processes for the
management and monitoring of content development, and the subsequent deployment to end users via WPB
Manager. The SAP WPB Education Consultant offers best practice examples for each topic.

Pre-requisites: Attendance of Manager Administration Workshop

Topics
 User / Role / Permission management
 Structure import (LDAP, excel)
 Workflow management (status, types, priorities, milestones)
 Workarea management
 Learning Reports

Outcome

 Clearly defined strategy for authoring and end-user roles

 LDAP import and ongoing maintenance strategy defined
 Single-sign on functionality explained and understood
 Workflow strategy decided
 Required reports defined

Recommended Participants

 Training Manager
 WPB Project Manager
 Designated WPB Administrator
 IT Domain Administrator

DOCUMENT & DESIGN REVIEW – 1 DAY (REMOTE)

Description

All discussions and decisions made on the 1 day Project Manager Workshop are documented in a Project
Manager Workshop guide.

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PRODUCER TRAINING – ENTERPRISE EDITION – 3 DAYS
Description

Delivered as standard classroom style training, the course provides a theoretical overview of the important
subject areas in conjunction with hands-on exercises and best practices. By the end of the second day, each
trainee will have created their own sample training course. Note: some topics may be tailored to reflect the
business vision regarding use of the tool.

Topics include:

 Structuring workareas
 Maintaining optimal settings for recording
 Recording / generating lessons
 Editing and enhancing recordings
 Generating, editing and enhancing documentation
 Creating books and book pages
 Creating Quizzes

Pre-requisites: None

Course Agenda

Introduction and Course Overview

 An introduction to the areas covered in the course based on the agenda.

Product Overview
 Examples of the type of content that can be created using WPB
 An explanation of the different types of learning resources and objects

System Setup
 Define and change author PC configurations for best results when recording
 Define and change end user PC configurations for viewing the recorded content

Starting Producer
 Launching SAP Producer
 Introduction to the user interface

Creating the Workarea

 An overview of the workarea
 Project Explorer view
 Best practices

Structuring Content
 The structure of groups, sub-groups and projects within Project Explorer
 Structuring objects to manage change control
 Organising structure to provide an logical and intuitive course layout for the learners

Settings
 Investigating the common options available in Producer for
 recording
 macros
 documentation
 SAP Trainer

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Recording Principles
 Theoretical overview of the recording process
 What can be expected during the recording

Recording Applications
 How to record a simple process in a generic application
 Capturing the most common types of actions normally performed in most applications

Generating and Previewing Learning Objects

 Saving and generating recorded objects
 Different ways of viewing projects

Languages and Translation

 Considerations for automatic translation
 Automatic translation process

Rerecording
 An overview of the rerecording process and options

Macros and Properties

 Modifying some of the common macros and properties
 Using different macros for the different learning modes

Editing Bubble Properties

 Customised bubbles to change:
 position
 size
 colour
 font
 other properties

Documents and Documentation Macros

 Documentation overview
 Differences between single and master documents
 Understanding document types
 Modifying documentation macros

Using Producer in a Collaborative Environment

 Connecting to Manager
 Checking out objects
 Viewing and editing assigned objects
 Saving to server
 Finishing editing

Using Instant Producer

 Starting Instant Producer from collaborator
 Basic workflow usage

Books and Book Pages

 Overview of books and book pages
 Creating books
 Adding keywords and defining content pages
 Using templates
 Using book page objects
 images

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  text
 active area
 project links
 rich media
 documentation

Quizzes
 Setting up and configuration of quiz macros
 Creating the different quiz question types
 Adding quiz evaluations

Course Timings: Day 1: 09:30 – 17:00, Days 2 and 3: 09:15 – 17:00.

Recommended Participants

 Lead WPB Author if creating content in WPB Producer

 WPB Authors
 SAP Subject Matter Experts if creating content in WPB Producer (not required if only using WPB Instant
Producer)
 Designated WPB Administrator
 Any additional Project stakeholders using WPB

The Training Manager, WPB Project Manager may also attend in order to understand the detailed functionality of
Producer and Manager.

Up to 8 delegates can attend the Producer training.

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WRAP UP WORKSHOP – 1 DAY
Description

It is recommended that this workshop is held after you have had an opportunity to use WPB in more detail as
this session is used to discuss any problems encountered, plus any further solution and/or configuration changes
required.

Outcome

 Infrastructure is ready to use (technical and business perspective)

 Customisation accepted
 Authoring guidelines exist
 No pending blocker tasks remain on either side

Recommended Participants

 Training Manager
 WPB Project Manager
 Any other interested WPB Users

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