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SAP for Utilities -

architecture in ERP
2005

Philipp Freudenberger
Field Service EMEA, SAP AG

Walldorf, January 2007


Objective and target group

The product portfolio of SAP for Utilities has evolved and branched out into many
different applications, making it difficult to follow up on all ramifications.
This presentation aims to provide
a quick and relatively easy-to-understand reference of architectural concepts in the area
of SAP for Utilities around ERP 2005
beyond the well-known meter-to-cash process in core IS-U.
Special attention is paid to topics offering a great potential for the future, but that
might not be so well-known in the Utilities community yet:
ICWebClient in CRM for Utilities
Customer Financial Management beyond classic FI-CA
Analytics with Visual Composer and Business Intelligence Accelerator
The information is targeted at an IT expert audience with Utilities background:
Consultants
System integrators
IT professionals at customers
Presales (to some extent)
The presentation is not intended for sales or business owners
However, if parts of it prove helpful

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 2
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- ECM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
Evolution from R/3 to Edition 2004

mySAP ERP Edition 2005


Application

mySAP ERP Edition 2003 Additional Components


Self-Service Procurement
Additional Components
Self Services Internet Sales
and more
Self-Service Procurement
Internet Sales Composite Applications
Strategic Enterprise Management Self Services
and more Strategic Enterprise Management

SAP R/3 Enterprise SAP R/3 Enterprise SAP ERP Central Component 6.00
SAP Enterprise SAP ECC Extension Set
SAP R/3 Extension Set
SAP Enterprise Extension Set
up to 4.6C
SAP R/3 SAP ECC Core
Application SAP R/3 Enterprise Core
Enterprise Core
SAP Basis SAP Web SAP NetWeaver SAP NetWeaver 04s
Application Server PEOPLE INTEGRATION PEOPLE INTEGRATION
Composite Application Framework

Composite Application Framework


Multi Channel Access Multi Channel Access
Portal Collaboration Portal Collaboration

Life Cycle Mgmt

Life Cycle Mgmt


INFORMATION INTEGRATION INFORMATION INTEGRATION
Bus. Intelligence Knowledge Mgmt Bus. Intelligence Knowledge Mgmt
Master Data Mgmt Master Data Mgmt
Technology

PROCESS INTEGRATION PROCESS INTEGRATION


Integration Business Integration Business
Broker Process Mgmt Broker Process Mgmt

APPLICATION PLATFORM APPLICATION PLATFORM


J2EE ABAP J2EE ABAP
DB and OS Abstraction DB and OS Abstraction

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 4
Architecture of mySAP ERP 2005 / ECC 6.00

mySAP ERP Edition 2005


Additional Components
Self-Service Procurement
Internet Sales
and more
Composite Applications
Self Services
Strategic Enterprise Management
SAP ERP Central Component 6.00
SAP ECC Extension Set SAP ECC 6.00 (ECC = ERP
Central Component) succeeds
SAP ECC Core
SAP R/3
SAP NetWeaver 04s Based on Netweaver Stack
PEOPLE INTEGRATION
Composite Application Framework

Multi Channel Access


Portal Collaboration
Changes in Architecture with
regard to
Life Cycle Mgmt

INFORMATION INTEGRATION
Bus. Intelligence Knowledge Mgmt
Master Data Mgmt
Enterprise Service Oriented
PROCESS INTEGRATION
Architecture (ESOA)
Integration Business
Broker Process Mgmt Improved Usability
APPLICATION PLATFORM
J2EE ABAP
New Functionality, e.g. the new
DB and OS Abstraction general ledger

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 5
SAP ERP Central Component (ECC) mySAP ERP 2005

Industry solutions delivered


with ERP are technically
implemented in different ways: Former
C
Cross-Industry Solutions
SAP ECC 6.0 Add-On
within Core Industry & Enterprise Extensions Former
IE
Industry & Enterprise Add-On
Extensions of mySAP ERP, EE EE EE IE IE IE
activated via SAP Switch Former
Framework Add-On
This is the case for most SAP ECC Core
Industry Solutions (such as IS
Utilities) that used to be Add-On
delivered as Add-Ons or
Extension Sets. SAP NetWeaver 2004s
Within the Switch Framework,
including Application Server Add-On
these are no longer
modifications of the core but
switched on and off via
customizing instead.
A Add-Ons: A few remaining
Industry Solutions are still
being delivered separately and
have their own release cycle.
Combinations of the above are
also possible.
SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 6
mySAP ERP 2005: Industry Extensions
are Business Function Sets

SAP Switch Framework


Industry Business
Function Sets
SAP Discrete Industries
Mill Products Industry Extensions
SAP ECC SAP Media are technically implemented
SAP ERP Central SAP Telecommunication as Industry Business
Component 6.00 Function Sets
SAP Utilities
..
Generic Business
Functions
Financial Services Enterprise Extensions
are technically
Global Trade
implemented as Generic
.. Business Functions

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 7
Release Strategy on basis of IS-U 2005
Stabilizing the core while delivering continuous innovation

Continuous Functional Evolution:


Significant Industry Specific Enhancements

EhP 2 EhP 4

2006 2007 2008 2009 2010

Enhancement Packages Next


Major
ERP
IS-U 2005 Releas
(based on mySAP ERP 2005)
e
SAP NetWeaver

mySAP ERP 2005 is the Go-To


Release for SAP R/3 Customers.
EhP 2: Ramp-up July 2007
General Availability Sep 2007

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 8
Enhancement Packages
Delivering new capabilities along with critical updates

Enhancement Packages
Optional

Enterprise Services

Switch Framework

New/Improved Functionality

Support Packages

Legal/Tax Changes,
Corrections
Mandatory

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 9
Introducing Enterprise Services Packages in ERP 2005
Make the value of Enterprise SOA tangible

Each Enterprise Services Package includes


everything customers needs to know to get the
Enterprise Services Packages business capability up and running with the package

Out of the box service-enablement of mySAP ERP


2005 based on enterprise services

The definition of these enterprise services in the


enterprise service repository

Consuming applications
Links to applications
Sample code
Best practices
Composites

Content and advice provided by SAP, its partners,


and other customers, delivered via social medial
technology (Wiki)
Grouped by main business
Processes
scenarios
Enterprise services
Deliver high-impact business Quick deployment
capability
Provide quick wins for the
business

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 10
Enterprise Services Packages Delivery Channels
Discover and run Enterprise Services Packages

I have to manage the I have to compose and


transition towards deploy business
Enterprise SOA. processes to meet
specialized needs.

Enterprise Architect Business Process Expert

ES Packages
Navigation capabilities between Central view for
Enterprise ES Workplace and xApp Hub xApp composites
services
Education (Wiki) Hub Consuming applications
based on ES Packages
ES Workplace
Delivery of ES Packages

Hosted System on SDN Applications, e.g. Enterprise SOA Appliances, e.g. Partner solutions driven by
mySAP ERP SAP Discovery System Enterprise Services Community

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 11
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- ECM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
Utilities Solution Map 2006
Generation Transmission & Distribution Meter Operation Retail & Services
Plant Lifecycle Management
Plant Engineering and Construction
Plant Maintenance and Operations
Decommissioning
Grid Lifecycle Management
Grid Engineering and Construction
Grid Maintenance and Operation
EAM
Connections Management Enterprise
Asset
Resource & Supplier Management Management
Workforce Management
Procurement of Service and Spare Parts
Inventory Management

Meter Operations

ECM
Meter&Device Management
Consumption Data Collection
Energy Capital Management
Energy Data Management Energy
Energy Ledger / Portfolio Management Capital
Energy Trading Management
Selling of Energy & Services
Campaign Management
IC Marketing
Sales Management for Residential Customers
Sales Management for Commercial and Industrial Customers
Account and Contact Management
Integrated Sales Planning and Analysis

Customer Service Management


Service Order Management with ERP Billing

CRM
Customer Service Processes
Service Contract and Entitlement Management
Complaints and Returns Management

&
Electronic Customer Services
Account and Contact Management
Billing of Energy & Services

Billing
Billing for Residential Customers
Billing for Commercial and Industrial Customers
Billing of Unmetered Services
Billing of Services
Customer Financial Management
Receivables and Collections Management
Reconciliation and Closing
Auditing
Collaborative Services & Intercompany Data Exchange
Change of Supplier
Reconciliation and Settlement
Payment Processing
Enterprise Management & Support ERP
SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 13
Architectural highlights of SAP IS-U 2005 (ERP 2005)

first Utilities release on mySAP ERP 2005 and thus fully


adapted to SAP NetWeaver
General available since June 2006
Direct upgrade paths from all major lower release versions
(4.61, 4.63, 4.64, 4.71, 4.72)

Functional highlights:
- More than 300 service enabled ERP processes
go to sdn.sap.com -> Enterprise SOA -> ES Workplace to browse the ES repository
- Accessibility
- Includes IS-U/IDEX
- Solution Manager 100% completed
- Credit Risk & Collections Management
- Enhanced Mobile Asset Management for Utilities
- New User Interface Concept: IC Webclient for Utilities (based on CRM
5.0)
- Analytic Dashboards for Utilities

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 14
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- ECM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
Application
Evolution of ERP From PM to EAM

EAM Analytics

Mobile Asset Management

Maintenance Budgeting Analytics Shop Floor


EAM Collaboration

Extensions Extensions

Plant Maintenance Plant Maintenance Plant Maintenance


Portal Roles RCM

SAP Basis SAP Web Analytics


Application Server SAP NetWeaver Composites
Application Platform

People Integration Enterprise SAP NetWeaver


Services Composition
Composition Platform
Technology

Platform
Repository
Information Integration

SAP
Appl .
Appl Platform
Platform
Process Integration

Objects,
Objects, Engines,
Engines,
Bus. Legacy/ and
and Components
Components
1992+ (PM) 2002+ (ALM) 2004+ (EAM) Partner
3rd Party Bus. Process Platform

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 16
EAM: Architectural Components

xMAM for Utilities


mobile
middleware

XI,
RFC
Scheduling
SAP Technical
SAP BW XI,
RFC
Asset Mgmt
for Utilities (ERP) XI,
HTTP GIS

XI

Network Management
OMS, DMS, SCADA

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 17
Geo EAM Architectural Overview

Geo EAM Analytics

Geo EAM Self Services

SAP NetWeaver
GIS Integration Framework XI MDM
Components

Enterprise
Enterprise
Services
Services
Repository
Repository
GIS
GIS GIS
GIS GIS
GIS SAP
SAP SAP
SAP
PM PS SAP
SAP
PS

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 18
Mobile Middleware Key Capabilities and Benefits

Data Staging to reduce synchronization time and


expense for mobile devices
Highly scalable Mobile Data staging area to support a
Backend mySAP Business Suite large number of devices
Push model for data communication from the backend to
R
R the mobile application eliminating mass comparisons to
detect new or modified data on the backend
Exchange Infrastructure / ESI Backend Adapters Reduction of data traffic btw. device and server via
Semantic compression of data
Netfield change protocol
R R

Mobile Middleware

Data Distribution
Data Staging
New highly scalable realignment algorithm supports for
Data Distribution large scale data realignments
Based on Publish and Subscribe paradigm
Distribution rules can be changed easily (code free,
R R model-driven) to accommodate evolving business needs

Backend Adapters
Investment protection due to re-use of existing backend
adapter frameworks

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 19
GIS integration: example of system landscape

SAP Front end

GIS Client

HTTP

SOAP
XI Server GIS Server

SAP Application Platform


ABAP
Spatial Database
DB J2EE

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 20
Reliability Centered Maintenance:
Process Flow SAP RMCO (3rd party/Meridium)
SAP EAM BW
Maintenance
Equipment Maintenance Maintenance
Execution &
Master Data Planning Analysis
Documentation

RCMO FMEA
Meridium Optimize
Strategies

System Risk Strategy Strategy


Definition Evaluation Definition Evaluation
Establish
Evaluation
RCM Criteria

Condition Monitoring Operator


(Future Integration)
Rounds Operational
Performance
Condition Evaluation
Monitoring

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 21
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- ECM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
Architecture: EDM within IS-U

IS-U/CCS with EDM Customer/


contract
data
EDI / XML Interfaces
to other
Download Device
Load
applications
AMR shape
data
Management

Data Repository
Signal

IMPORT / EXPORT

IMPORT / EXPORT
IS-U Energy
Load shape
meter
Download POD Invoicing
RTP / TOU
Data data
Entry Upload billing
E
MD

Contract
Discrete
Meter data A/R & A/P
reading
Meter docs
Print
Settlement
Data Entry EDI / XML
Meter reading Scheduling
by customer

IS-U/CCS
WWW component

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 23
AMI: Meter-to-Back-Office Architecture

Technical Processes Commercial Processes


AMI Vendor
Residential Metering

Radio / PLC

Concen
trator

Customer
Enterprise Energy
Relationship
Asset Capital
Management

Management & Billing Management

Meter GSM / GPRS


Metering

XI / XML
Intelligent System
Communication
device Platform Enterprise Resource Planning (ERP)

Netweaver
Industrial
Metering

Meter

Intelligent
Communication
device

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 24
Incremental Platform Adoption for integrated energy
retailing solution
Retailing in the competitive Energy Market

Automated Retail Processes for Utility Companies

SAP NetWeaver

Enterprise
Services
Repository

Advanced Meter IS-U ERP ISVs


Infrastructure: e.g. Portfolio ISVs Trading:
Mgmt Forecast:
Grlitz, Itron, Actaris, Process e.g. IRM e.g.
Landis & Gyr Solution TriplePoint
Components

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 25
Incremental Platform Adoption Example: Smart Metering and
Customer Behavior
Risk
Risk mitigation
mitigation &
&
cost
cost reduction
reduction

Smart
Smart Metering
Metering Solution Challenge:
and
and Customer
Customer
Behavior
Behavior
Smarter Meter Life cycle management and improved transparency on
customer behavior need automated and IT based meter handling processes.

Advanced Meter Reading and Handling

SAP NetWeaver

Exchange
Exchange Infrastructure
Infrastructure Enterprise
Services
Repository

IS-U
IS-U ERP
ERP ISVs
ISVs
Advanced
Advanced MeterMeter Portfolio ISVs
ISVs Trading:
Trading:
Infrastructure: Portfolio Forecast:
Infrastructure: e.g.
e.g. e.g.
e.g.
Grlitz,
Grlitz, Itron,
Itron, Actaris,
Actaris, Mgmt Process e.g.
e.g. IRM
IRM TriplePoint
TriplePoint
Landis
Landis && Gyr
Gyr Solution
Solution Components

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 26
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- ECM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
IDEX xy = country-specific SAP IDE Add-On

ERP2005 (incl. IS-U)


Standard EDM Component
Energy Data Repository
Settlement Workbench
Standard IDE Component
Infrastructure (Data Formats, Switch Document, Check Framework, etc)
Change of Supplier process
Add-ons are developed
Payment Processing
by SAPs liberalization
Migration Workbench
competence center based
on a country- or region-
specific business case
IDEX-Country-add-On
CoS Workflow Templates
Message processing (incl. Data Formats)
SAP XI Mappings (EDIEL/EDIFACT)
Pre-configuration, documentation
Reporting functionality

Basic customizing (IS-U, XI and BW) Implementation


BW Reporting
Migration
Customer specific process implementation
(error and exception handling, adjust to Org-structure,)
Testing

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 28
IDEX xy and SAP for Utilities XI Solution

Market Partner A XI
Roles: A1, A2,
Country-
ERP/IS-U specific
mapping Country-
specific
message
Process A IDoc

IBU Utilities delivers IDocs as Mappings for country-specific


application interfaces for messages are provided by SAP
- Change of Supplier CD, partners or ISVs.
- Energy Data Management
- Grid Usage Processing

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 29
Example: B2B process Change of Supplier

Former supplier XI XI New supplier


Role: Balance Supplier Role: Balance Supplier
Termination Supply
Processing Registration
UTILMD
message

UTILMD UTILMD
message message
XI

Distribution System Operator


Role: Grid Access Provider

Change of Supplier

Germany-specific message format UTILMD for exchanging master data is supported


List processing for UTILMD messages is possible

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 30
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- ECM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
UCES: a complete Customer Portal Solution

Knowledge Quick
Role Concept News
Management Poll

Integration of Integration of
Discussion
further SAP further non SAP Collaboration Chat
Forum
Applications Applications
Display Change
Enter
Move In Move Out Move In/Out Budget Billing Budget Billing
Meter Reading
Plan Plan

Overview Payment Edit Credits Request Contract


Open Bills Overview Master Data Overview User Details

Offset
Overview Payment Create / Edit Change Meter Reading
Credits with
Paid Bills Details Bank Data Password History
Open items
Create / Edit
Bill Partial E-Mail Consumption
Credit Card FAQ
Presentment Payments Notification Overview
Data
Employee Documentation Scheduled
Direct Debit Create
Bill Payment Confirmation of Meter Reading
Support Inquiry
Process User Acitvities Dates

Generic
Utilities-specific Generic Portal
Legend: Biller Direct
E-services Content
Content

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 32
SAP UCES separation of presentation and business logic

SAP UCES JSP Part (Frontend)


- Presentation requirements
(Look & Feel, Navigation)
SAP Netweaver Developer Studio - Ajust preconfigured services
- Create own services
Standard set of preconfigured
E- Services

Standard set of IS-U integration


function modules

- Customer-specific business
logic
SAP ABAP Dev. Workbench - Create own services

SAP UCES IS-U Part (Backend)

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 33
UCES architecture based on WAS or EP

Web SAP
F
F Web F
F
SAP
SAPWeb
WebApplication
Application F
F SAPApplication
Application
ii Server ii Server ii Server
Server Server Server
rr rr rr
ee or ee SAP Utility ee
Browser or
Browser ww ww Customer E- Java ww SAP IS-U/CCS
aa SAP aa Services Con- aa (incl. FI-CA)
SAP
ll Enterprise ll Frontend nector ll
Enterprise
l Portal l (Java) l
l Portal l l

Company Network

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 34
SAP Web Application Server

The SAP Web Application Server

Part of SAP Netweaver Browser

provides both J2EE and ABAP


personalities for services and native
Web interfaces
J2EE ABAP
offers a standard-based development
environment for easy to use,
professional, browser-based Web Web Application Server
applications

XML/SOAP

HTTP
RFC
in a reliable, secure, scalable and
platform-independent manner

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 35
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- ECM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
Integrating Customer Interaction with Financial Processes
Customer Relationship Management Customer Financials Management

Marketing Receivables

Customer Management
Sales & Care
Contract Billing Management

Financial Inquiries Credit


Management
Dispute Management Management
Interactive Collections Profitability
Partner Customer&Contact Mgmt
Contract Management Analysis
Relationship Collections
Management Management
Customer
Cash
Management
Order
Management

Customer
Trouble
Management Customer
Field Service
Management
Service
Order & Provisioning
Service Logistics & Installation / Activation
Management Management

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 37
Customer Financial Management: Modular Overview

Dispute
Management
Callcenter
Integration Worklist Processing
Credit / Risk Management

Service Order
Management / Mobil
Analytics FI-CA Asset Management
(BW) embedded in IS-U for Utilities

Cost General
Additional Billing: Accounting Ledger
SD
CRM
external Systems Funds Management

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 38
FI-CA standard integration within ERP: Overview

CO-PA

FI-GL
CO
SD FI-CA
invoice
Central
accounting
interface

Cash
IS-U Invoicing Manage-
ment

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 39
Credit Management: Architecture and Releases

FI-CA XI (3.0) is a component

XI
Sales (4.72, 05/2004) of SAP NetWeaver

XI
(4.72 + modif)

SAP Business
SAP Credit Warehouse
Management (3.52, 06/2004)
Distribution
XI

(4.72 + modif) (FSCM 3.0, 06/2004)


Credit Analysis

SAP CRM 4.0


XI

(Industry Add-on,
10/2004)
SAP Enterprise
Portal
Customer

Non-SAP Credit Manager


Real-Time
System Portal
External Credit No portal content for FI-
Information System CA available yet
e.g. D&B
SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 40
Example: Credit Management Server and Linked Systems

Credit Management

Credit Credit
Limit Limit Credit Case/
Credit Events
Management Control Workflow Credit limit exceeded
Credit master data changed
Scoring changed
Credit limit changed
master data credit limit Ext. rating changed

changed check

Follow-up Activities
Credit Eventing Trigger workflow
Call customer
Request cash/ down
payment
Change dunning
procedure
Inform collection agent
Block device

Application
Billing FI-CA
(e.g. CRM, SD)

Netweaver XI
SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 41
Collections Management Overview *)

Execute Activities:
Issue correspondence
Etc.
Execute
Determine Balance Manage Process Work
Collection
Agents/Teams Capacity Work Lists Items
Strategies
Supported functions Supported functions Supported functions Supported functions Supported functions
Integration with Collections organiza- Capacity for each Release of work lists Processing of work
Business Rules tion can be set up in activity and team Monitoring of items in the
Framework brings full SAP Organizational and/or agent can be collections progress interaction center
flexibility regarding Management set up (Re-)assignment of Promise-to-pay
activity determination Tasks, rules and Available capacities work items Collection fact sheet
responsibilities are are taken into account (Re-)prioritization of Collection progress
used to determine the in activity determina- work
responsible team or tion
agent Priority assignment
through Business
Rules Framework

ERP ERP ERP ERP ICWebClient

*) including latest capabilities with ERP2005/EhP2


SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 42
Architecture

g
rin Credit
s co Management
/
Call Center ss
la
itc
d
Cr
e Receivables &
Financial Customer Care Collections
Dispute Management (FI-CA)
Collections in Call Center
Dis
p ute
s
Biller Direct

NetWeaver
PEOPLE INTEGRATION

INFORMATION INTEGRATION Customer Analytics External


Systems
PROCESS INTEGRATION

APPLICATION PLATFORM

Components of Customer Financials Management

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 45
External Cash Services in FI-CA: Architecture

Solution is completely designed with service orientated


architectural (Enterprise SOA) approach

Use enterprise services (XI technology, standardization)


Support full business process integrate services in application
Process flexibility (online/offline solution, external/internal payment collector)
Provide monitoring, reporting from the business point of view
Partner software representing external cash desk applications
New Enterprise Services
XI
FI-CA Read Open Items
read / send
open items
Provide open items
Send Open Items
Payment
Payment Post Payment directly
info
Post Payment
optional
Reverse Payment
Monitoring
Offline
Reporting
Payments Day End Closing
day end
Reconciliation
closing

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 46
External Cash Services in FI-CA: Enterprise Services

Available enterprise services:

Read open items for a customer


(synchronous inbound XI interface)
Send open items to external cash desks
(asynchronous outbound XI interface)
Post payments
(asynchronous inbound XI interface)
Reverse payments
(asynchronous inbound XI interface)
Day-end-closing Reconciliation of external cash desk
(asynchronous inbound XI interface)

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 47
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- ECM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
IS-U, BW, CRM: Integrated and Open System Landscape

Electronic
SAP BW business
(Internet)

ITS
Business objects
such as business Tele-
Analyses partner, activities, CTI business
contracts, products,
sales and
distribution projects

SAP
IS-U/ Mobile
CCS Appl-
ications

Back end Front end


SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 49
Synchronized Business Objects

Electronic
SAP BW business
(Internet)

ITS
Business partner Business objects
Contract accounts such as business Tele-
Analyses Contracts partner, activities, CTI business
contracts, products,
Connection objects sales and
Points of delivery distribution projects

SAP
IS-U/ Mobile
CCS Appl-
ications

Back end Front end


SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 50
Example: Marketing and Sales Process

3) Transfer of target group


to SAP CRM
2) Target group selection 4) Marketing planning
Electronic
5) Campaign creation
SAP BW 6) Campaign executionbusiness
(Internet)
7) Activity management
8) Campaign feedback (BW)
9) Contract creation
ITS synchronization
10) Contract

Business objects
1(a) Import of external Tele-
such as business
addresses to target
Analyses business
group selection
partner, contracts CTI
and products.
Business partner transfer to
target group selection 11) Automatic creation of contracts
12) IDE communication with prior
supplier or transmission company
13) Automatic creation or change of
SAP master data
IS-U/ ----- Mobile
CCS 14) Transfer of meter reading results Components
15) Billing and invoicing
16) Transfer of sales and transaction
statistics to BW
Back end Front end
17) Optional: Commission
determination
SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 51
Agent Interface User Interface

The Interaction Center provides two parallel interfaces


with similar functions.

The tried and tested Our new


Interaction Center Interaction Center
WinClient WebClient for
Utilities

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 52
ICWebClient architectures building blocks

Agent Work Center


Index
Telephone*, Browser Server
E-Mail, etc.
TREX
Search
Engine
Contact Center Web Application Server 6.20 / SAP CRM 4.0 Index
Mgmt.
Communication J2EE Engine ABAP Engine System
Mgmt. Software * IC WebClient IC WebClient (IMS)
Server Business Server

Middleware
Channel Mgmt.

Middleware
SOAP
SOAP Connector
Universal Queue
Broadcast CRM Sales, SAP R/3
Interaction Routing Messaging Server Service, Marketing
ICI
ICI Connector
Connector ** Connector Plug
Plug In
In
Software Agent SAPconnect
Framework
Telephony * SAP APO
Business
E-Mail * Communication
Internet Pricing &
Broker
Configurator (IPC)
SAPconnect Connector
SAPconnect Connector ** SAP BW
Chat *

* = 3rd-party component
SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 53
ICWebClient: BOL and GenIL

Presentation Layer (BSP)


Request
user Controller
input
Model
data
output Response
View

Business BOL: Business Object Layer


Layer data structures of the BOL holding business
objects for the IC WebClient session

GenIL: Generic Interaction Layer


GenIL Model and Implementation
Classes connecting BOL to CRM APIs

Business API API API

Engine(s)
(my SAP CRM, ERP/IS-U,
)

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 54
Backend-Integration with ICWebClient: direct/RFC or Middleware

Front End Replication Back End


Business Partner
Contract Accounts
mySAP
mySAP CRM Contracts
Utilities
IBase
B B
D D mySAP Utilities
mySAP CRM O O Data Model
Data Model C C
Middleware
B Server B
D D
O CRM O Billing
Call Center Processes C Data Model C Invoicing

Internet Device Management

Activities FI-CA
Direct
PC UI Calls
Front-office calls Access by
RFC
IS-U Objects for the IC WebClient, enter meter reading
results, change master data

Start IS-U workflows: For example, service connection

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 55
Architecture CRM Middleware

The CRM Middleware


CRM Server
Is an integral part of the
CRM Server
Is the message hub
CRM Middleware CRM Server
Applications
Groupware Interaction Center
Requires Adapter
CRM Adapter Internet Sales
No extra software External Interface (Validation Marketing Planning
Adapter Service)
No extra installation Campaign Mgmt.
No extra server R/3 Adapter ...

BW Adapter
Benefit:
Mobile Client
Reduced integration Adapter

costs
SAP Web
Application Server CRM Database

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 56
Synchronization between CRM and IS-U: Data Model

mySAP Utilities mySAP CRM

Business Business
partner partner

Contract Bill Business


account agreement

Billing Contract
Contract

Point of Connection
Connection
Installation Premise delivery object
object

Point of
delivery

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 57
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- EDM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
Multi-Layer SAP BI based on EDW Functions

BI Suite
NW BI

Analytical Reporting Layer


Reporting

Data Warehouse Integration Layer


Integrated Reporting Layer Detail
DataSource Merge Process & mySAP
CRM
Data Propagation Layer - Detail Plan
DataSource based, Partitioned, granular
SAP
APO
Data Warehouse Data Acquisition & Abstraction Layer
Receive by DataSource and distribute

OLTP Layer SAP ERP / Non-SAP OLTPs / eBusiness / Mainframe / Utilities

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 59
SAP Analytics

Comprehensive Analytic Portfolio Creating Analytic Applications


Function- and industry-specific
analytic applications
Deliver pre-packaged best business practices

Empower Business Users


Actionable business insights in the context
of the process
Covering the complete value chain
Embedded analytics within mySAP solutions
Delivering value for all business users

Deliver on SAPs ESA Vision Sample Analytic Application


No code to write leveraging modular,
drag-and-drop, WYSIWYG approach
Easy-to-build and easy-to-modify by business
power users
Expose the business logic of analysis
not the technical connectivity
Intelligent, composite business processes
integrating analytics, transactions and
collaboration
Powered by SAP NetWeaver

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 60
Scenario-based Analytics using the Visual Composer

Modeling of BI-Applications using the BI Kit of Scenario-based


the Visual Composer Content

Enables Business-User to design


analytical Content for the Enterprise
Portal
Facilitates the integration of BW-data
(InfoCubes, BEx Queries and Query
Views, BEx Web Applications) with
heterogeneous Data Sources
(inclusive OLAP- and relational data
bases)

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 61
Visual Composer: Features

Using Java with Portal Dev. Kit / Quick-and-easy development:


NW Developer Studio: Reduced time/effort in creating
Complex and code-heavy content
Great amount of time to Faster decision making
produce a basic iView Reduced TCO, increased ROI

Business analysts need to develop Streamlined process for creating


their own iViews, quickly, and iViews for SAP backend and other
without heavy programming skills systems, without writing Java code

Web browser is the development


environment

Need a graphical user interface that: Visual modeling tool that is truly
user-friendly
Is easy to handle
Displays the connections So much so, its becoming
between UI forms and data accepted as one of the SAP-internal
services development tools!

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 62
System Architecture Visual Composer 6.0
Web Browsers / Clients

Pages / iViews
Visual Composer
Design Time*
SAP Enterprise Portal 6.0

Pages / iViews Visual Composer Addons

Execute
Connect to backend / Compile / Deploy / Run

Metadata Data
/ Data
Connectivity Framework
Model
Model
Repository
Repository Web Non SAP
(MS
(MS SQL) JDBC SAP Apps
SQL) Services Apps

Visual Composer is installed as an add-on on SAP Enterprise Portal


* Visual Composer Server running on IIS 5.0
SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 63
Business Explorer (BEx) Overview

Portal
Integration

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 64
Business Explorer: integration with Visual Composer
Enterprise Portal

Visual
Composer BI
Integration
Information Broadcasting
BEx Web BEx Analyzer
BI Pattern
BI
Web
Connector Web Report MS Excel
Application
Analyzer Designer Add-in
Designer
BI Consumer Services

BEx Query Designer

BI Platform Analytic Engine Meta Data Mgr

UDI
SAP DB Service
JDBC XMLA ODBO Data Warehouse BAPI File XML/A
Query Connect API

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 65
Performance: best practice approach and tools

Parallel extractors for high volume statistics


Sales statistics
Unbilled revenue reporting

Flexible compression of time proration in unbilled revenue data


Month, quarter, year

Partial packages of high volume delta loads


Reload effort improved
More predictive loading procedure

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 66
Performance (2): the new Business Intelligence Accelerator

A new paradigm for high performance data access.


Query performance is boosted by orders of magnitude
BIA is used in connection with KM search engine TREX

actionable
information

blade
2004s
2004s
blade
Business User
blade
SAP
NetWeaver BI
System Performance BI Server accelerator
appliance

2004s
2004s

dat
dat
IT Department a
a
data data

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 67
BI Accelerator with SAP NetWeaver

legacy

Instant response 1 Billion records analyzed in 3 seconds


Affordability Off the shelf hardware, appliance setup
Agility Consistent response, no tuning, fast load
Full integration Built for SAP NetWeaver BI

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 68
Results From Bayer Material Science

ef sy

he ~2
Query runtimes

(R
s)
~2
(R ea

ef
av 5 s
relative to reference

y )
system sorted
clockwise by
descending
reference system run
times (>25s to <2s)

~1 g
s)
(R
lig ~5

ef on
ef

2
ht s)

(R str

Source: Presentation at SAPPHIRE 06

BI Accelerator performs best on


hardest challenges!
SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 69
ERP 2005 generic architecture and industry extensions
SAP for Utilities Architecture around ERP 2005
- EAM
- EDM and AMI
- IDE(X)
- UCES
- Customer Financial Management
- CRM and ICWebClient
- BI & analytics
Appendix: Release Details
Credit & Collections: System Requirements

Releases needed:

4.7 Enterprise Credit & Collections


IS-U 4.72
CRM 4.0 and Industry Add-on
FSCM Credit Management 3.0
BW 3.5.3

ERP 2005 Enhanced footprint for Credit & Collections


ERP 6.0
CRM 5.0
BW 7.0.2
Ramp Up starts Oct. 2005

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 71
External Cash Services in FI-CA: System Requirements

Release:
The solution will be available beginning with EhP 2 of release ERP2005

Requirements:
ERP2005 including FI-CA
Enhancement Package 2 (delivered mid 2007)
XI with software component FI-CA 6.00 installed
Wincash or any other cash desk application
consuming the Enterprise Services

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 72
Visual Composer: System Requirements / Hardware

Hardware requirements for the SAP NetWeaver Visual Composer Server (Design
Time)

Pentium IV

512 MB RAM (Minimum 256)

2 GB HDD space

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 73
Visual Composer System Requirements / Software

Software Applications: Used to:

Windows 2000 Sever Operating System

MSXML4 XML Parser with COM interface

MS SQL Server 2000 Stores system databases


(GKB)
MS IIS 5.0 Internet structure of the SAP NetWeaver
Visual Composer Server
Acrobat SVGviewer Design tool
IE 6.0 SP1 SAP NetWeaver Visual Composer Client
EP6.0 SP2 Patch3 Connection Framework and integrate the
Onwards content

SAP AG 2006, SAP for Utilities - architecture in ERP 2005 / Philipp Freudenberger / 74