Professional Documents
Culture Documents
Objectives
Provide OCS practitioners insight into the process of Role to Position Mapping in ERP implementations
What is it? How it works Data sources used Who is involved? Timing
Discuss how the process of Role to Position Mapping impacts Change Management practitioners
Share Role to Position Mapping lessons learned from the Disney SAP BPS implementation project
Provides the Security team with the information to create accurate security profiles
...And also provides critical inputs for change management-related activities: Identifies appropriate training for end users Provides information about potential change implications and job impacts Establishes defined audiences for targeted communications
Why is it important for a Change practitioner to lead or facilitate the RtPM process? 1. 2. 3. To kick start collaboration between change management practitioners and the rest of the project To present a single face and single source to the client organization for information To ensure that RtPM is not done in a vacuum but that key stakeholders (mappers) are educated on the roles, impacts to jobs, and potential risks associated with the RtPM activities
Process
Sub-Process Sub-Process Activity Role Role Role: performs one or more transactions Transaction: SAP worksteps
Employee Name
Employee Name
Activity
Activity Workstep Workstep Workstep
then RtPM Data is Used to Develop Change, Training and Security Deliverables
SAP Business Processes
Process Sub-Process Sub-Process Activity Activity Activity Role xxx Organization
Role
Role: performs one or more transactions Transaction: SAP worksteps
Workstep
Workstep Workstep
Process/ functional
HR
Coordinate and facilitate role validation meetings with process teams, SMEs, and client executives
Use mapping data to assess change impacts and potential job impacts (esp. union employees) communicate change impacts to end users
Training
Include change impacts Leverage initial mapping data to obtain estimated user count Use mapping data to estimate training audience count Build curriculum by mapping Leverage role assignments to roles to courses schedule training
Manage the overall mapping process, timeline, and expectations to meet different teams deliverable needs while keeping in mind mapper availability.
Very difficult to do unless it is managed early and added in as part of each teams resource plan; including change management
Work closely with the Security team to design role mapping tool/database
Avoid using spreadsheets (high data error rate) Push for automated mapping tool and reports to empower mappers to review and validate own work before due dates
Educate mappers on roles, transactions, and security model before the start of the role mapping exercise
Instill interim deadlines to review mapping results for consistency and adherence to project guidelines Schedule reoccurring calls with the mappers, process and security teams to check progress
This also works as a platform to discuss new information, raise questions, remove roadblocks
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Summary
RtPM creates consistent ERP-enabled rights and responsibilities that are standardized within each Division (and company-wide, where possible) RtPM is critical because it forces the different project teams to work together and integrate implementation efforts Many different teams involved with many interdependencies
Change Management, HR, Security, Process, Training, Communication RtPM helps put Change Management on the project teams map!
Process, tools, and resources will vary depending on the type of system being implemented and your clients unique requirements However, fundamentally all RtPM efforts begin with collaboration between HR, Process, and Security teams to deliver key outcomes that directly support the projects success.
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Feb
Mar
Apr
May
Jun
3/5-3/11: Conduct Initial Mapping of Roles to Position Titles FUNC CH Week of 3/11: Build Division-specific Spreadsheets
TASKS
Legend
CH Change Management//Communications Team
RtPM 5/3: Deliverable - RtPM Map CH 5/3: Provide mapping to Training and Security
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Role Creation
SAP Role
SAP Role
SAP Role
SAP Role
SAP Role
SAP Role
SAP Role
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Bottom Up
Top Down
Department Structure
Department Structure
TWDC Position A
TWDC Position B
TWDC Position C
TWDC Position D
TWDC Position E
SAP Txn. 1 SAP Txn. 2 SAP Txn. 3 SAP Txn. 4 SAP Txn. 5 Role 1
3
SAP Txn. 3 Role 2
The Display transaction is pulled out of the original role and becomes a discrete role itself. It could later be grouped with other Display roles performed by the same group of end users.
It is determined that one of the transactions is a Display transaction that will be made available to a larger group of people.
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SAP Txn. 5 Role 3
The Approval transaction is pulled out of the original role and becomes a discrete role itself.
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SAP Txn. 1
SAP Txn. 2
SAP Txn. 4
Role 1
Out of the transactions remaining in the original role, another is determined to be an Approval transaction that will be assigned to a smaller, more senior group of end users.
The original role now only has 3 transactions. It has evolved into 3 discrete roles.
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SAP Role
This role allows a user to create and park Journal Entry Documents
This role allows a user to maintain company code specific Chart of Account Master Data. This role allows a user to display the General Ledger Chart of Accounts and G/L Account Lists within their own company code(s).
N/A
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In the above example, a user could create a fictitious vendor and process a payment
While this is a simple example, there are numerous standard SAP conflicts that must be incorporated into the RtPM process
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Mappers can reference this document during the RtPM process to determine which combination of roles may or may not be well suited to a position
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General Ledger Journal Entry Approver General Ledger Journal Entry Processor General Ledger Period Closer
General Ledger Journal Entry Processor General Ledger Journal Entry Approver Accounts Payable Invoice Processor
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SOD Exceptions
As part of the RtPM process, we understand that SOD exceptions may come up
The business may identify a new SOD conflict or The business may identify a need to assign SOD conflicting roles
In either case, the feedback is positive and will be incorporated into the RtPM process
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