SAP CRM Mobile Sales and Service

mySAP CRM Mobile Gross sales and Mobile Service support a company’s cellular field sales and service employees.Users have complete access to all related info on their laptops; however, every consumer only has access to knowledge in his area of accountability (for instance, all customers of one postal code). This information is up to date by regular data exchanges between laptops and the central server. The communication station serves as a translation instrument between varied data environments.

The suitable software (Mobile Gross sales/ Cellular Service) is put in on the laptop. It accesses a
native database that provides the required data (business associate, products, sales documents, and so on). Necessary components are available as a method to execute the alternate of information with the central server.Information change is feasible between the mobile consumer and Microsoft Outlook / Lotus Notes (contact addresses, dates).Documents will be created and reports displayed utilizing Microsoft Office Products, (for example order affirmation with Microsoft Phrase, or Microsoft Excel).

Information may be distributed (replicated) onto particular person laptops in protecting with freely definable rules. These rules are defined on the extent of the CRM server. Buyer knowledge might, for instance, be distributed in accordance with the postal code.When new information is created, it's automatically transferred during the subsequent information exchange to the acceptable shopper in line with these rules.

  1. Actions & Calendar: Appointments and duties can be considered utilizing an interactive calendar.
  2. Infocenter: Information that's distributed from a central level to area gross sales employees is accessible here (for example, inner company info).
  3. Campaigns: Sales campaigns may be triggered, executed, and tracked from here. Contracts: Monitoring and creating customer contracts.
  4. Pricing: Enables discipline sales employees to determine costs for products and services on the mobile client.
  5. Experiences & Analyses: Information can be analyzed using Crystal Reviews and SAP BW.

1. Order created using Cell Gross sales
2. It is attainable to run a web-based ATP examine (availability check).The order can still be changed utilizing Mobile Sales.
3. Order completion in Mobile Gross sales After this, the order can not be modified using Cellular Sales.
4. In the course of the next trade of data with the CRM server, the order is uploaded and transferred to an ERP system (for instance, SAP R/3).
5. Further processing of the order within the gross sales course of (supply, billing) takes place on the extent of the ERP system.
6. Changed order standing is up-dated accordingly in Cell Sales during information exchange. Thus, all information regarding the order is available to the field gross sales employee.

  • Service Contracts: Gives a whole overview of all active service contracts with due emphasis on service profiles
  • Resources Planning: Laptop entry of times when service staff are/ aren't accessible permits detailed assets planning. This can be carried out utilizing the useful resource planning device on the mySAP CRM server
  • Assigning Employees: Service worker assignments can be entered precisely
  • Status of Service Course of: Up-to-date progress status of service action
  • Buyer Gear: Accommodates all field-service-relevant equipment info in digital form

Answer workbooks include stories generated in the SAP Business Info Warehouse (SAP BW) for offline use in Mobile Sales.The full scope of information in SAP BW is out there for these reviews, including Mobile Gross sales information as well as data from different sources (for instance, R/three, exterior data suppliers, etc.) that may be essential for gross sales analysis. Using SAP BW as a central reporting instrument ensures that consistent statistical data is used for reporting throughout the entire gross sales force.The technology of resolution workbooks is automated. This process is triggered and maintained in Mobile Sales middle ware n Solution workbooks are based mostly on Microsoft Excel. They're fully built-in on the Mobile Sales interface.

With CRM Handheld situations, gross sales employees all the time have up-to-date information on their gross sales cycle, their activities and enterprise partners. Furthermore, they continue to be in touch with their contact companions and can make full use of sales possibilities that may materialize. This is made doable both via a web-based connection or in an offline modus using synchronization . The CRM Handheld eventualities help two sorts of machine:
  1. Wireless Application Protocol (WAP) gadgets: WAP-compatible units including mobile telephones that assist WAP
  2. Personal Digital Assistant (PDA) units: for example, PocketPC and PalmPilot
  3. Due to the limited work space and the quantity of knowledge to be transferred, functionality are restricted
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SAP CRM Interaction Center Overview

The SAP CRM Interaction center in the Middle ware supports the three central CRM strategies:
  1. Gross sales: processing of sales transactions, opportunities, product proposals
  2. Service: e-mail processing and workflow, resolution database, service transactions
  3. Advertising: campaigns / name lists; product proposals
The Interaction Heart supports various media:
  1. Telephone: incoming / outgoing calls, routing, call lists, CTI connection
  2. E-Mail Dealing with
  3. Internet: inclusion of Web and intranet pages, co-looking, call-me-again, Web chat, Net telephony
You probably can control which of these features are utilized by particular person brokers, agent groups or total name centers by assigning individually configured profiles.The elements can be utilized on the user interface for the Interplay Middle, if need be. Parts supplied by SAP are:

Enterprise partner: Right here, the enterprise companion and call particular person are recognized automatically (ANI: automated quantity identification) or entered manually. You can too keep the corresponding information fields for the master file here.
  1. Call standing: Right here, the system displays which phone number the agent is related to, and which enterprise partner matches this number. The status shows, for instance, whether or not the conversation was accepted, interrupted or, ended. A further status interprets the number chosen by the shopper (DNIS: dialed number identification system). This allows you to recognize, for example, whether or not it's the gross sales or the service hotline.
  2. Reminder scripting: Here, you can display quick info based mostly on occasions or system activities.
  3. Motion field: You can call up varied functions by way of pushbuttons or menus in the motion box: call up hidden tab pages in the applicationa space; transactions in other SAP systems (R/three, APO), Web and intranet pages. Variables can be copied to every of these transactions (for example, enterprise partner knowledge).
Navigation space: The interaction history for the business associate is displayed here. Product proposals are additionally offered for selection, on the premise of various strategies. You'll give you the option to choose relevant transactions from the interplay or products from the transaction record by double-clicking on them, after which copy them to the applying area. Customer service is supported by a listing of the client’s IBase (installed base).

Software area: The tab pages of the appliance space can also described as workspaces. Varied tab pages can be utilized, resembling:
  1. Business partner search and maintenance, buyer truth sheet
  2. Transaction processing: create, change, and show alternatives, actions, sales and service transactions
  3. Incoming and outgoing e-mail workflow
  4. Resolution database
  5. Internet and intranet pages
A bar is obtainable with buttons for telephony functions.Customer-specific elements will be programmed and integrated into the interface.

The client calls and is recognized by his telephone quantity (ANI: computerized quantity identification) and forwarded to an applicable agent (enterprise routing within the CTI). The agent’s telephone rings and the identified buyer is displayed on the screen (number, name, tackle knowledge).The agent accepts the dialog and may use an interactive script to help the dialog with the customer. He has access to customer data in the reality sheet (software space) and in the interplay historical past (navigation space). Gross sales transactions are supported by product proposals. Product data (display screen, product master,and document administration is found in the product info (application area). The transactions can be monitored by credit management. The client has the option of paying via credit card, cash on delivery, or invoice. Within the solution database, the agent can seek for solutions to problems or appropriate solutions to customer questions.

Along with sales transactions, the agent may also maintain different transactions equivalent to actions,opportunities, and repair transactions.The agent has a number of options for calling up product proposals when coming into gross sales transactions within the IC:

Product proposal from Advertising: mySAP CRM Market line enables the system to propose products appropriate to the enterprise associate (examine unit: Advertising Planning and Marketing campaign Administration).

High n list, cross-promoting, equipment, and up- and down-promoting methods can be utilized individually or in combination.The varied product proposals could be supplemented with proposed portions from the customer gross sales historical past, for example, from the last 5 orders.The associate/product range can be supported by the IC. Lists of merchandise or product categories are out there, which are excluded or included for specific enterprise companions or teams of enterprise partners. The accomplice/product range can be used to suggest and choose products in addition to to monitor exclusion requirements.

An availability test is carried out for the ordered products (ATP examine via APO). Pricing, maintenance, and variant configuration can be found within the Interplay Center.Scripts present interactive reminder scripting, that assist the agent to speak with enterprise partners. The agent can choose and call up scripts manually. Scripts can be linked to a Advertising and marketing campaign. On this case, the script opens routinely, as soon as a name is carried out for the campaign. The agent additionally has the option of specifying events which enable a particular script to be called up.

The script gives query and answer alternatives, which the agent can use during his conversation with the customer. The script can call up particular transactions, relying on the buyer’s answer. The script can branch to the order entry transaction, for example. The agent can branch again from the transaction at any time. Along with transactions in CRM, the script can name up transactions in other SAP systems (R/3, APO), as effectively as Web and intranet pages.The conversation is saved as a history. This allows the agent to entry data on the client’s earlier solutions throughout the conversation. The conversations can also be evaluated statically and used by Advertising to distribute the business companions to focus on groups.

Either the call record relies on the target group in a marketing campaign, or it is created as a periodic name list,primarily based on the enterprise partners’ most nicely-liked calling hours. Name lists can be split and merged. Individual calls will be faraway from or added to the lists. The synchronization of call lists means that the agent can specify the timeframe and, along with the foremost business partners, select the suitable contact persons.The call lists are then assigned to the related organizational models, groups of brokers, or particular person positions for processing.Experiences can be found to monitor call list processing.

The decision listing (for campaign or periodic calls) is assigned to brokers for processing.The agents selects a marketing campaign for processing from a list.An inventory of enterprise partners to be contacted is displayed.The agent selects a enterprise partner and clicks on the button.The agent connects to the customer.Depending on the marketing campaign, the system both shows the planned exercise or begins the script.

The agent must flag the call as . A accomplished name is chosen correspondingly in the call list. A call with the standing of ) might be chosen again at a later date.The Interaction Heart also helps enterprise processes in Service. A service request comes into the IC as a name, e-mail, or fax, for instance, and is forwarded to an appropriate agent. The SAP workflow is obtainable for this. A guidelines-primarily based number of acceptable brokers should even be carried out within the CTI (Pc Telephony Integration) by manner of enterprise routing. The agent takes the call and decides how one can proceed further. Varied situations can be found, which can be used individually or in parallel:
  1. The agent recognizes that the customer needs assist from a technician, and enters a service process (compare unit on transaction processing). The service course of is traced additional by an employee in the field.
  2. The agent begins the Interactive Intelligent Agent to search out an applicable answer to the shopper’s inquiry. The agent can inform the shopper of the suitable answer over the telephone, by fax, or by e-mail.
The Interaction Heart gives assist for Web customers. A button might be integrated into CRM Web shops. If the shopper chooses this button within the Web, the agent calls him back. An IC agent may give the shopper additional data, or support the client during navigation within the Internet via "co-searching". The agent takes over navigation of the display within the buyer’s Internet browser. "Net chat" and "Web telephony" are also supported; however, you want complementary software earlier than you can use these products.

The Interactive Intelligent Agent (IIA) uses the description to search for acceptable options for external and inner questions and problem messages. The IIA can be used as an IC independent work center. Prospects and field gross sales representatives may use it as an Web self service. The IIA might, for instance, be used for a buyer inquiry that arrives in the Interaction Center by e-mail.

  1. The IIA uses the whole e-mail text. The agent can optimize the search by reducing the text to the relevant parts. The text is routinely matched with the signs saved within the database. The text search additionally comprises a phonetic search.
  2. The agent can improve or limit the range of the text search by assigning the problem to predefined categories. The classes and attributes can be freely defined as a hierarchical system, and in an unrestricted number.
  3. Options are assigned to the symptoms decided in the database. As a result, the agent receives a success checklist through which the symptoms and solutions found are listed according to the extent to which they match the texts and attributes.
  4. The agent selects one or a number of solution proposals and copies them into the e-mail reply to the customer.
  5. Feedback from the customer and/or agent is used to constantly optimize the agent.
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SAP CRM Internet Sales Features

SAP CRM INTERNET sales On-line Store is an R/3-based mostly System and has been delivered with each SAP R/3 since 3.1H.
  1. Central point of information upkeep
  2. Straightforward-to-change store templates included
  3. Product catalog within the SAP Online Retailer have to be maintained and saved in SAP R/3. A new consumer is created in R/three for each Internet person who visits the Web shop and navigates by the product catalog.
SAP Internet Gross sales is CRM-based mostly and is delivered with every CRM System.
  1. Accesses knowledge processes and performance of the new CRM System
  2. Interplay strategies may be freely outlined and there aren't any limitations to visible design
  3. Shopping, pricing, and search processes do not run within the CRM back-finish system
  4. An necessary benefit of SAP Web Gross sales is that it pulls transactions similar to looking out,shopping, or opening multimedia files from the back office to the model new CRM System. This avoids overloading the back workplace and prevents bottlenecks.

Relying on the Web Sales scenario you are utilizing, you have two ways to handle Internet prospects:
I. Enterprise-to-Customer scenario (B2C)
  1. Deal with anonymous market
  2. Concentrate on the Internet person who may browse in the product catalog and who might go to the Internet store
  3. Customer might not yet be known to the enterprise
  4. Buyer is already a registered buyer
II. Business-to-Enterprise state of affairs (B2B)
  1. Give attention to the enterprise market
  2. The shopper is known to the enterprise
  3. You make special presents and product catalog views to your B2B customers.

You can define your individual views to your B2B customers. The view will be copied from an existing Internet shop or you presumably can create a new product catalog for every Web shop.

Internet sales features

Product catalog: Lets you offer your merchandise within the Web using varied media; at the identical time, it can be used as a search instrument by prospects.One-to-one advertising and marketing: Lets you personalize product ranges, to create profiles when defining goal teams, and to address your customers particularly by analyzing purchasing tendencies utilizing CRM Advertising and marketing .Worth quotations: Pricing, B2C scenario list worth, and B2B state of affairs buyer-specific prices, as nicely as advertising campaigns with "special costs"

Buying basket: Selection for the shopping basket can be stuffed by simply clicking on after which
saving products prior to closing ordering and purchasing n Registering new customers: You may register new prospects in B2B, outline a contact individual in B2B,and perform self-service tackle adjustments. Payment processing is feasible per bill, for cash-on-supply and bank card. Order status SAP Web Sales is a solution for companies using the Web as their strategic sales channel. The following are attainable with Internet Sales: 1:1 marketing, sales analysis, product promotions, particular person and efficient Net design, product configuration, consumer-friendly entries, price ensures, numerous interplay prospects, and so on. Firms that have implemented Web Gross sales usually additionally use the opposite processes that are supported by SAP Internet Sales.

Fully integrated within the Buyer Relationship Administration processes:
  1. Different sales channels
  2. Advertising functionality
  3. Interplay Middle
  4. Execution logic in SAP R/3

The Internet Customer Self-Service uses the Internet for the service area. Clients can access information themselves right here, for example, questions on products. They'll seek for solutions and options themselves in an FAQ database.Service queries will be sent through the Internet. Clients can track the processing standing and progress of their query straight in the Web.In case customers want to contact the enterprise directly.Looking out independently for info on merchandise or problems via the Customer Self-Service has advantages for everyone. Benefits to your clients:
  1. They have entry to info at any time
  2. They will contact your company to ship you queries and requests at any time
Advantages in your firm:
  1. Discount of interaction costs by method of the Web Service supply as an various to queries within the Interplay Middle
  2. Discount in work load to your assist desk and hotline

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SAP CRM Marketing Campaign Management

SAP CRM Marketing Campaign Management plan is used by Marketing Management to determine and execute the advertising policy of your company.A advertising plan is about up in settlement with the packages of finance and product and contains gross sales and value planning.A campaign is an instrument of Advertising Management to determine and execute advertising actions using advertising instruments. Campaigns may be assigned to the marketing plans and thereby kind the operative structure.A campaign defines actions which may be carried out, for example, mailing actions, tv spots, and telemarketing.A marketing campaign additionally defines target and product teams, individuals responsible, and the budget.

SAP CRM Marketing campaign Management consists of four areas:

  1. Advertising and campaign planning - consists of planning, budgeting, and monitoring of the campaign.
  2. Goal group selection - includes modeling, profiling, and selecting.
  3. Campaign execution/ activity administration: Integration of activities. You may trace the actions involved with the marketing campaign to gauge its success.
  4. Marketing campaign analysis - uses Business Data Warehouse
CRM Marketing Administration encompasses performance for planning, focusing on, executing, and analyzing advertising plans and campaigns. The details to recollect during this unit are: plan, goal, execute, and analyze.The Advertising and marketing Planner is the central software in CRM for modifying advertising and marketing plans and campaigns. The planner is highly integrated with other functions, not solely in CRM, but in addition with SAP R/3, SAP BW,SAP SEM, and external functions like MS Project.Integration with the R/3 System: You can create a connection to the R/three system by assigning a marketing plan full with advertising parts, campaigns and campaign elements to an present work breakdown construction (WBS) factor, or to a brand new WBS component in R/3.

In Advertising and Marketing campaign Planning there are a variety of predefined key figures that may be divided into three main blocks:
  1. Advertising monitoring key figures (variety of activities, number of responses, etc....)
  2. Marketing efficiency key figures (response fee, success fee, etc....)
  3. Advertising financial key figures (advertising-induced revenues, prices of promoting factor, etc....)
All key figures are transferred as grasp data to the SAP BW Key Determine Data Object and can be used by the InfoCubes and queries for carrying out specific analyses.Advertising and marketing plans could be structured in any fashion required by the organization (e.g., product, chronological, buyer, geographical, etc.) Marketing plans might be structured to any degree of element required by the organization, and 0-to-Q campaigns could be assigned to any given advertising plan.Campaigns could be planned both as part of a advertising plan or as a stand-alone campaign.

The main distinction between a marketing campaign and a advertising plan is that a marketing campaign is the operative instrument for managing interactions with customers.Utilizing SAP CRM Advertising and marketing and Marketing campaign Planning, marketing departments can plan their actions in a mission plan construction . The advertising and marketing planning structure and the method in which through which the associated advertising components are ordered is completely versatile and can be created in response to organizational needs.

Beneath the advertising and marketing plan, other marketing plans or advertising and marketing plan parts may be assigned.You ought to use any variety of advertising plan elements to construction a advertising and marketing plan.The advertising plan parts are then followed by campaigns and marketing campaign elements.The bottom of the hierarchical marketing construction could consists of target groups, product catalogs,and documents/ URLs. Advertising and marketing and marketing campaign plans (not the weather) function logical items by which authorization can be set.

The structure tree exhibits the chosen marketing projects (advertising plan and/or campaigns) and their hierarchical dependencies. You'll be able to manually change the dependencies and assignments of the particular person advertising parts (using drag & drop). In addition, you'll have the opportunity to create or delete marketing components here.Within the worklist, you store advertising initiatives which are usually required by specific customers (marketing plans and/or campaigns). In addition to this, a list of the last 5 advertising and marketing initiatives that you've got processed are at all times displayed in the worklist. They can be transferred from the worklist and templates space to the construction tree space by drag & drop.

The templates are used during modifying as a proposal pool from which you'll include different operational advertising tasks or campaigns in your advertising project. On the preliminary screen in the Advertising and marketing Planner, the worklist is displayed first. After opening your advertising and marketing undertaking information, the system mechanically switches to the display screen area.The work space shows you the detail view for the selected object within the construction tree. Relying on the chosen object, you may see in the work area the marketing parts (icons under the description discipline) which might be assigned within the stage underneath.In every tab of the work space, further information about the selected object in the structure tree can be stored. The sector values will be chosen by selecting a price from the drop-down list. You'll be able to set up consumer-specific subject values.

Three knowledge sources can be found for goal group choice as of Release 3.0:

  1. BWs experiences (Enterprise Warehouse Info-Cube)
  2. InfoSet consisting of personal ABAP/four queries
  3. Advertising and marketing traits from the traits teams in the enterprise partner grasp knowledge n Through the use of InfoCubes and reports, you probably can select the enterprise companions for a goal group in SAP BW from master information, profiles, or transaction knowledge

Through the use of the Information Set from your personal ABAP/4 queries, which evaluate the final knowledge from the business accomplice grasp record, you may select goal groups according to deal with, postal code, etc.You possibly can keep your own marketing characteristics instantly within the business accomplice grasp record.characteristics are grouped collectively and created in characteristic groups. After being assigned to a enterprise partner, you probably can keep these accordingly and use them for goal group selection.Enterprise Associate segmentation offers a large spectrum of functions that allow you to group your customer master in various groups by advertising and marketing activity. By segmenting your markets, you possibly can provide extra particular person and due to this fact more attractive, product ranges and service quotations.

The Section Builder provides you a consumer-friendly software for modeling goal groups.Business partner segmentation process move:

  1. Create profiles. These are a list of traits and attribute values that describe a enterprise companion on the basis of source information for goal group selection (BW InfoCubes, Information Units, or attribute groups)
  2. To have the ability to mannequin the information in the Segment Builder, you could assign the respective choice information sources and selection attribute lists
  3. You may combine numerous traits and model goal teams within the Section Builder

Exercise administration is the idea for monitoring interactions with clients in CRM. Activities are generated per business accomplice for a given tele-campaign. These actions can be updated in the course of the execution of the campaign (an update may very well be, for instance: Status: open; Reason: customer didn't reply cellphone). The actions for a campaign could be monitored to track the progress of the campaign.

A campaign is created. Linked to this campaign is a goal group and a script. A call checklist is generated from the target group. The call listing includes the business companion data as nicely as relevant info required for the call center.Using the script and the decision list, the agent calls the customers represented in the name list. When a name is accomplished, the agent updates the activity with the results of the call. This info is also written to SAP BW for reporting / monitoring purposes.

The user units up an e-mail advertising and marketing campaign, with a related goal group.The e-mail form is customized to match desired advertising message. n E-Mails with parametrized (checked by the user - for tracking purposes) URL links are sent to all campaign participants. The receiver clicks on a URL hyperlink and is guided to a personalized Internet page (i.e., Web Sales).Exercise related to the enterprise companions is both created or up to date (e.g., user visited Web page).Evaluation takes place not solely within the control of a marketing campaign, however throughout the complete process.

Through the planning and targeting phases, marketing opportunities are sought primarily based on present information on prospects and products, as properly as through using third-celebration knowledge that can be saved in SAP BW.Throughout the execution of campaigns, monitoring turns into a key type of analysis. By monitoring the progress of campaigns during the execution, marketing campaign managers can determine how well a marketing campaign is working and make adjustments to enhance performance.Success measurement of campaigns permits organizations to discover out what sorts of campaigns work best for sure customers, thereby enabling the group to improve its performance.When transferring a gross sales order that you just created in CRM to R/3, the worth for the advertising and marketing element attribute is routinely entered in the profitability segment. On this means, the revenues achieved
by a marketing campaign display in Profitability Analysis (CO-PA).

The precise costs are posted directly to WBS-Elements and transferred to SAP BW by extracting knowledge from the Mission System (PS). Automatic derivation of revenues for each campaign is not doable with this method.The precise costs aren't displayed in SAP BW until settlement to Profitability Analysis has been carried out and the transfer to SAP BW has taken place.Thus a good SAP CRM Marketing Campaign Management is going to give you good results and better business.

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SAP CRM Business Transactions

SAP CRM Business transactions is all business transactions obtainable in CRM Online are based mostly on a typical interface and processing concept.The transaction processing interface serves to create, change, and display business transactions in CRM.This interface is used for all CRM business transactions, akin to Leads, Actions, Alternatives,Service Processes, Gross sales Transactions, or Contracts. They are all the time displayed in the identical format. Only particular person fields might change, according to the transaction sort being processed on the time.The following components are used in the screen for transaction processing:

  1. Locator: This allows you to discover any transaction or business companion you need to process.
  2. Work Area: Here you can create, change, or show transactions. It is divided into the areas Header, Normal Toolbar, Software Log, Tab Pages, Item Lists, and Item Details.

Enterprise transactions created in CRM can be used as a source doc when creating paperwork with reference. This allows the user to not solely copy related information from the source doc, but to also observe the paperwork that reference every other.

  1. Identical transaction sort
  2. Header and item information copied
  3. Doc stream just isn't up to date, i.e., no reference to original doc
  4. You possibly can choose the transaction kind for the observe-up doc, e.g. alternative to order
  5. Header data is copied and you'll select objects
  6. Doc circulation is updated
  7. Shows The Activity Manager is an important part of CRM and manages all activities to which your company workers might have contributed. All data saved in an exercise is a vital source of info that each one relevant employees must have entry to.

An exercise is a transaction type used to file information resulting from interaction between enterprise companions, undertaken at any time through the customer relationship life cycle.Actions may be deliberate, tracked, documented, or administered by consumer or person group.Activities are subdivided into business activities and tasks.

A business exercise is an activity sort that contains data on an interaction with a business companion at a particular time.A activity is an exercise sort that accommodates data on which actions have to be carried out by a number of staff by a particular date.Activities might be linked to the SAP Business Data Warehouse (SAP BW) for management reporting needs. Examples of activities are phone calls, buyer visits, preparatory duties, or non-public reminders.

You'll give you the option to access activities in different ways in CRM:
  1. Directly in the business or software workplace
  2. From a CRM scenario, e.g., in call heart or mobil shopper
The Exercise Monitor lets you call a listing of all actions created in the system based on various criteria. The Activity Monitor comprises three selection variants:
  1. My unfinished activities
  2. Unfinished actions in my division
  3. Unfinished actions by my colleagues
Inside the activity you probably can define data comparable to class ),precedence, standing , or the objective (arouse curiosity, customer support). Activities could be created and altered in the calendar. The calendar could be synchronized with MSOutlook.Actions could be created in CRM Online as nicely as in the mobile gross sales application. Activities are exchanged between techniques via Middleware so you at all times have the most recent data on your activities.

Lead Administration serves to automate advance gross sales activities, thereby creating freedom for Gross sales to think about promising prospects and opportunities.Leads are business transactions created and managed in Marketing.The Lead Management process consists of the next phases:
  1. Lead generation can take place on the premise of inbound or outbound enterprise actions with business partners.
  2. Lead qualification is an iterative and interactive process that can be processed quite a few times in a lead during a specific period of time. As lengthy as the lead has reached a specific qualification level (for example, Scorching), it could be changed into an opportunity and be transferred to Sales for additional processing.
  3. Strategic reporting features are available to Lead Administration and higher administration ranges to allow the lead degree of success to be measured.

Use of Lead Management is optional.

Alternative Management is the editing course of for opportunities. The purpose of that is to generate as many orders as possible inside an optimized gross sales process. Gross sales processes become extra clear via using Alternative Management, and will be monitored and evaluated more efficiently.It is notably worthwhile using Alternative Management when:
  1. A lot of sales staff are active
  2. High-value sales orders are positioned
  3. Gross sales cycles stretch over a long period of time
A possibility passes via a gross sales cycle that's marked by totally different phases.Sales cycles and the phases in a sales cycle could be outlined in response to company-particular requirements (for instance, totally different gross sales cycles and phases for brand new customer enterprise, as opposed to present buyer business).Alternatives can serve as a central shell for your entire gross sales process, from which actions,quotations, contracts, and duties can result.

The quality of the gross sales course of has a large affect on success. A structured sales methodology enables sales initiatives to be controlled optimally, thereby increasing the quality of the sales process substantially.From Launch 3.0 a gross sales methodology geared towards company-specific sales processes can be displayed and employed inside Alternative Management. Staff are led by means of an optimal gross sales course of - from identifying a gross sales result in concluding a sale. The gross sales methodology consists of the next modules:
  1. Gross sales assistant
  2. Venture targets
  3. Undertaking organization chart (Shopping for Center)
  4. Competitor evaluation
  5. Opportunity evaluation
  6. Opportunity plan

Sources for CRM sales orders are:
  1. By approach of the CIC, the agent can create a gross sales order directly in CRM.
  2. The mobile sales consultant can enter an order of their laptop computer or PDA and have the order transferred to CRM via Middle ware.
  3. Orders will be created in SAP Web Sales in CRM and transferred to R/3 for execution.
  4. Orders might be entered straight in CRM no matter channel by way of the operate Process Sales Transaction.
Orders come from numerous sources, however finally they're executed in R/three and get a standing replace from there.When creating a CRM sales order, the next features are supported:

  1. Product pricing and product configuration via the Internet Pricing and Configurator (IPC). R/3 situations from the pricing viewpoint are downloaded into CRM. Data base info on the R/three variant configuration from the variant configuration viewpoint is downloaded into CRM.
  2. Actual-time Accessible-to-Promise (ATP) checks by utilizing SAP Advanced Planner and Optimizer (APO).
  3. The uniform structure of the enterprise transaction makes it attainable for different transaction varieties to have basically the identical structure. Business transactions that serve to course of gross sales processes (for example, quotations and gross sales orders) have the next structure:
  4. Header data:Header knowledge is common knowledge that applies to the whole document, for instance: offered-to party, purchase order number, transaction kind n Merchandise data:Item knowledge consists of entries which can be valid for these things only, for example, product quantity, quantity and worth (item value)
  5. Schedule strains Subdivides an merchandise based on quantity and delivery date; an item can comprise any variety of schedule strains
  6. Other business transactions might use solely subareas of the construction described above in protecting with their application. In this approach, header knowledge and optionally available merchandise information might be maintained for opportunities, but no schedule traces are used.

The precise business perform or choice takes place at merchandise level in a enterprise transaction.It's doable, for instance, to mix citation and order items in a gross sales transaction. That is managed by the status of the item.For instance, you may very quickly and efficiently convert the citation item originally requested by the customer into an order merchandise in the Interplay Center.Contracts are used to increase buyer loyalty.A contract is an outline agreement that allows the shopper to access products or services underneath particular circumstances agreed upon prematurely, such as decrease prices. The following contract varieties are at present supported in CRM:
  1. Gross sales contracts (amount, or worth contracts)
  2. Service contracts
  3. Leasing contracts (obtainable for take a glance at functions solely)
  4. Features corresponding to date administration, promotions, terms of cost, and cancellation guidelines are used inside the framework of working with contracts.
  5. Merchandise in a contract can be referred to as per gross sales order via CRM Online and Web Sales.
  6. A callable product can be outlined as a person callable product, a product selection, or a product category for a contract item.
  7. Begin and finish dates, in addition to contract terms, will be controlled by means of knowledge profiles.

Long-time period customer agreements are made with service contracts. Service contracts be certain that specific companies are rendered for the client in a predefined period of time. For example, within the event of a technical fault in a machine, the customer is assured that a technician can be on site inside four hours to restore the defect.In the course of the validity interval of the service contract, you have to use the service contract to:
  1. Send out automatic billing for contract fees at common intervals
  2. Decide whether or not a service request from the shopper is covered by the service contract
  3. Decide which contractual value agreements are legitimate for providers
  4. Decide whether the customer’s request for cancellation is legitimate
  5. Set off follow-up activities earlier than the service contract expires
Within the service contract, assured providers are represented by service products which might be entered within the contract items. Service product properties are outlined in Service Degree Agreements (SLA), which are ascertained by varied parameters corresponding to response time and readiness. If the services agreed upon in the SLA can't be rendered in time, a predefined escalation process might be started automatically.Installations and equipment that the contract gadgets confer with may be assigned by you as installations or set up parts within the contract items.

A service transaction serves to show providers in the system. From the business viewpoint, a service transaction can either have the character of a task, or can serve to enter an inquiry. Service transaction objects embrace service merchandise (companies), spare components, or supply-relevant gross sales items.Service transactions will be entered in a quantity of ways:
  1. By an employee in CRM
  2. By an employee within the Interaction Heart
  3. By a buyer through the Web
  4. By a field service employee utilizing a laptop computer
Service workers will be assigned and planned utilizing the useful resource planning tool.The workforce management core is used to do this. An APO System is required.The service worker receives transaction data on his or her cell system (handheld or laptop) with which she or he can affirm working hours and material consumption. Service confirmations are saved as follow-up paperwork to the service transactions.Billing can happen on a set-price foundation or according to the amount of labor involved.Controlling for the companies takes place in mySAP Financials. Complaints and returns can be entered in CRM for items or services rejected by the client as part of complaints processing.

Complaints processing is built-in with the service and sales transactions. It's possible to retailer criticism or returns paperwork as observe-up documents and thereby transfer knowledge from the related earlier document.A selection of comply with-up processes may be triggered utilizing actions as a half of the complaints process.These can be credit score or debit memo request items, or paperwork resembling activities or paperwork in R/3 (for instance, restore contracts).

A criticism can result in a return. Solely gadgets with the product sort can comprise returns.Credit score memo gadgets, return items, and replacement delivery objects may be created throughout the return.For credit memo items inside a return, a knowledge switch takes place in R/3 so lengthy as exterior billing was chosen (you possibly can decide whether or not the credit memo ought to be generated utilizing CRM Billing or be created in R/3). For substitute supply items, the goods subject document is created in R/3. n You've got the likelihood to create statistics for analysis purposes by the use of integration with the SAP Enterprise Info Warehouse (SAP BW).

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My SAP Project Safety and Security

My SAP Project Safety and Security is very much needed with the growing complexity in the number, installation, and integration of several different methods within mySAP landscapes, the problem of managing and monitoring these programs will probably be fairly necessary and demanding, both before and after the going dwell phases of the project. The necessity for performing programs administration begins from the second the primary development methods are installed.

Administering the programs is the continuous process of monitoring, managing, supporting, optimizing, and securing the methods, with the objective of getting a steady platform for smooth execution of business processes. The perfect follow for systems administration is the one that is proactive, anticipating tasks and issues, somewhat than a reactive one. A proactive method to system management may be achieved by having operating procedures and a day by day and periodic guidelines, either automated or through the use of third-get together specialized tools, which takes into consideration the many different elements inside mySAP solutions and techniques landscapes.

In the mySAP world, the talents and roles around methods administration and monitoring are more demanding than have been the classical tasks of SAP Basis system management, database administration, community monitoring, and configuration. Now there are new duties, equivalent to Net administration, elevated safety experts, and so forth, in addition to the elevated number of tasks relating to the integration amongst a quantity of systems.

This suggests that there's an increased need for planning requirements on systems administration, from the very beginning of the project. Among the actions to be aarried out and considered are:

  1. Adapted and superior training for the technical crew
  2. Plan technical infrastructure, sizing, and scalability
  3. Take a look at methods infrastructure and methods administration procedures
  4. Get acquainted with the SAP assist traces and companies
  5. Design, write, and maintain technical documentation
  6. Design a transparent assist desk and support strategy and talk it efficiently
  7. Deal with proactive systems administration
  8. Seek for essentially the most handy tools

Programs management would be the lengthiest activity all through the SAP life cycle. As expertise is gained by means of every day administration operations, new projects, and steady change, a number of challenges guarantee and guarantee the smooth operation and stability of the R/3 systems.

Installations and Upgrades

One other challenge that has particular impression, particularly throughout the first phases of the challenge, is the increased variety of installations, which frequently are totally different processes with completely different requirements and lots of notes and installation manuals. There is additional work in mySAP landscapes as a outcome of post installation steps or technical customization requires the integration of several systems. Thus, relying on the solution being installed, the installations of plug-ins, the definition of RFC locations, and so forth are required. For these duties, a high stage of technical experience with working systems, administration of database methods, and Net servers will ease the way in which into quick and successful installations.Other doable challenges happen when deploying extremely available or clustered programs, which usually require some extra technical efforts.

Within the case of upgrade projects, mySAP landscapes shouldn't supply extra issue than traditional SAP R/3 systems. Nonetheless, some attention should be paid to what happens with the linked programs throughout the durations when some programs are down for taking them to the subsequent release, especially in these instances where there is a transfer of information and knowledge again and forth.

Change Management

R/3 consists of several instruments with the aim of controlling and managing in an orderly form the event and transport of customizing and improvement objects between systems in a consistent way.

Backup and Recovery

In classical SAP R/3 initiatives, the backup and restoration technique has been a vital issue for both the technical implementation and operation of the SAP programs and as a result of it was the only method to shield enterprise-critical data and to ensure the system’s operation in the event of failure. Once more, in mySAP landscapes,it can be a bit extra complicated. As an example, take into account the eventualities of Cell Gross sales within mySAP CRM implementation, which can additionally be linked to a back end ERP (SAP R/3) system. The failure of any of the parts must be taken into consideration to have the ability to get better a synchronization status among systems.

SAP R/3 Enterprise

SAP R/3 Enterprise is the subsequent model of SAP R/3 after 4.6C, which was codenamed Mercury as the inner mission name. Although supplies the collaborative e-business platform for intra company and inter company processes, it is equally essential that SAP R/three evolves and integrates tightly into the whole strategy. For that reason, SAP R/three Enterprise, the new launch of SAP R/3, is designed and intended because the platform for providing the optimum integration into the whole picture.

SAP R/3 Enterprise is half of the solutions and, as such, needs to be considered as an extension of As an example, if an SAP customer is using the SAP R/three logistics functions and would like to benefit from the superior functions supplied by mySAP SCM, the customer can still use those again-finish capabilities whereas integrating them with the Business Warehouse, APO, or the Enterprise Portal.

One of many most important modifications with SAP R/3 Enterprise is the supply strategy for new performance by implementing new strategies of utility upgrades. Therefore, besides the enhancement to business functions and purposes, SAP R/3 Enterprise provides a model new core technology for supporting these new delivery methods.

SAP R/3 Enterprise consists of two major elements: the SAP R/three Enterprise Core and SAP R/three Enterprise Extensions (or Add-Ons). Both parts interface with each other within the so-called non modifying fashion.The SAP R/3 Enterprise Core comprises new enhancements within the areas of authorized necessities, performance, infrastructure, and steady improvement. The SAP R/3 Enterprise Add-Ons comprise primarily all new useful enhancements. These elements are constructed within the SAP R/3 Enterprise system around the idea of separating developments in know-how and in functionality. Due to this fact, as an illustration, new developments in utility performance will not be obligatory, so the customer can select which ones to make use of and install. The SAP R 3 Enterprise Core is important to operate the SAP R/three Enterprise Extensions (Add-Ons). The functionality of the SAP R/three Enterprise Core could be very much like that found in launch 4.6C , however customers can upgrade to Enterprise from releases 3.1I and above.

SAP R/3 Enterprise Core

The Core component of SAP R/3 Enterprise focuses on enhancing areas similar to efficiency, quality, legal modifications, and requirements, in addition to particular infrastructure. This is significantly attainable and improved with the model new Basis release, now known as SAP Net Application Server.The SAP R/3 Enterprise Core has integrated the Internet and Web technologies into all areas of the system, which beforehand required further systems or parts, akin to ITS. The SAP R/three Enterprise Core can be maintained individually from the Add-Ons, and the upgrades can be carried out with specific service packages.

Regarding the advantages and enhancements of the SAP R/3 Enterprise in contrast to launch 4.6 of SAP R/3, the basic change within the Foundation system must be noted. This transformation provides Web enablement to all of the areas of the system and makes it easier for integration with other mySAP parts, in addition to for universal access through an Enterprise Portal. Additionally, the separation of the performance represented by the SAP R/3 Enterprise Extensions benefits the system particularly when considering upgrade methods, and thus will affect methods availability, stability, and performance. That is particularly necessary as a consequence of it was one of many most important considerations voiced by many SAP customers within the past.

SAP R/3 Enterprise Extensions

The Enterprise Extensions or Add-Ons are the parts that can provide functionality, usually in a nonmodifying fashion. In case of the identical functionality in a couple of Add-On, SAP will possibly incorporate such performance within the Core. Based on SAP, normally an Add-On doesn't depend in any manner on other Add-Ons, which allows for a better and extra versatile upgrade strategy.

Within the case that two or more Add-Ons would interface with one another, they would do so in such a method that they do not turn out to be dependent on each other, fairly they're really depending on the release of the SAP R/3 Enterprise Core. The SAP R/three Enterprise Extensions utility packages can have their very own launch schedules. Practical modifications will be made in the Add-On components.

Integration Know-how

The SAP R/3 Enterprise is predicated on a brand new technical architecture, which will enable developments specific to an application space to be encapsulated. There is a clear goal in Software Integration Expertise for bettering heterogeneous functions and landscapes, and specifically in collaborative Web-based mostly processes.The SAP R/3 Enterprise Core incorporates an Application Integration Expertise, based mostly on what SAP calls a Collaborative Service Architecture, with the goal of supporting new types of interfaces and integration with different systems or applications. The Core could have a special element, generally known as the Interface Layer, which can be accountable for the administration of interfaces that is perhaps required for the connection between utility elements or with other systems and hence getting My SAP Project with Safety and Security is going to help the project head and company to get the results in a better way.

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SAP Project Design Look and Feel

SAP Project Design Look and Feel and the Fashion Sheet Designer for the mySAP Workplace can be used to change the design of the mySAP Office and all the MiniApps and IAC (Web Utility Elements). SAP gives the Model Sheet Designer as a instrument that makes it easy for the consumer to carry out these design adjustments in all applications. You may change all the frequent design components supplied in the HTML Enterprise Perform Library, equivalent to push buttons, fields, tables, and the mySAP Workplace LaunchPad. The Model Sheet Designer can be utilized to adapt the pictures used (such as screens and graphics) as effectively as the colors and fonts of the elements. You can't use the Model Sheet Designer to alter the structural design of the mySAP Workplace. Such far-reaching modifications can be made with the Portal Builder.

The design inquiries to be answered are:

  1. Who is accountable for the design of Web and intranet functions?
  2. What are the customers’ corporate pointers for the design of Internet and intranet purposes?
  3. Is it doable to maintain a normal design, or is it necessary to change the Workplace appearance?
  4. What type of design modifications are required?
Recommendations and suggestions embrace are System directors can use the Portal Builder to vary fashion sheets to create a new layout and design for his or her Workplace.

Challenges of mySAP Initiatives:

Technology Issues

Technical points on classical SAP R/3 initiatives performed a secondary function in favor of optimizing business processes and companies’ efficiency. Expertise was the enabler. Technical implementation inside a full R/3 challenge normally did not price greater than 10 % of the whole funds, excluding hardware costs.In the world, the design, definition, and implementation of collaborative e-business processes are also the key. However, now technology performs an ever-rising and more important function than it used to, in phrases of its complexity, number of servers, and the mixing into the Net world. The dearth of seeing the growing needs for technology specialists and the precise tools can severely have an impact on the success of those advanced e-business projects. In some of the mySAP options, resembling mySAP CRM, the proportion of technical implementation compared to the worldwide venture can vary into the forty or 50 p.c vary, relying on the particular application.

Programs Panorama

Designing a system panorama for mySAP means defining the technique and layout of a bunch of servers where the mySAP solutions can be put in, configured, and, finally, used productively. Normally for each of the solutions, a group of three types of programs is beneficial:

  1. A development system, for configuration (customizing) and development
  2. A quality assurance system, where the previous work will be tested
  3. A productive system, the place precise finish customers work with real transactions and operations

Moreover, within the surroundings, we'll find Web servers, ITS methods, and in some circumstances, other additional systems, corresponding to index servers, mobile gadgets, and others. The problem of planning, defining, and configuring a methods panorama may be very
necessary, because it isn't an isolated difficulty and can have a direct influence on different technical issues, primarily on programs sizing, how the customizing settings and developments are transported to other programs, and the way the testing will doubtless be performed.

The design of the methods panorama can have a direct affect on the duties involved for installing and configuring the mySAP programs, as effectively as for their administration and monitoring.

Some issues for this exercise are:

  1. A methods landscape configuration requires cautious planning and programs sizing. Experienced technical consultants should perform this in the context of the method it will affect other technical issues.
  2. The programs panorama design has to be clearly communicated and explained to the undertaking workforce, even if the challenge staff isn't technical, and have to be reflected within the undertaking procedures. It is extremely frequent to affiliate undertaking issues with simply “machine” problems.
  3. Medium-term and lengthy-term plans needs to be thought-about so there's a step-by-step strategy to a full e-enterprise methods scenario.


Sizing is the method of analyzing and estimating the computing wants for the systems infrastructure, installation, and operation, by way of computing power (CPU, memory), server’s distribution, disk volume, and network bandwidth. This is a very advanced and never-accurate course of, which requires extra involvement than it's generally given, requiring the help of not only SAP and the hardware vendors, but in addition the IT division and finish users so that a better estimation of real work will be performed. In phrases of the distinction from classical R/3 programs, for mySAP options, the sizing is a matter of both the specific solutions being carried out and the notice of the alternative of hundreds of connections through the Internet. A failure to supply a great service stage to users or enterprise companions might be a disaster.For these reasons, sizing on an total mySAP system landscape includes the following parts that have to be considered:

  1. Several forms of and possibilities for installations, which might be a factor of how many servers and the applications to be installed in every of them
  2. The hardware and community configuration, together with Internet entry
  3. Disk volume and the layout and measurement of the file systems for every solution
  4. The installation of the totally different databases
  5. Anticipated programs availability
  6. Distribution of servers and services

Finally, the objective of the sizing course of is to calculate some essential figures, such as how a lot CPU energy will probably be needed (sort of processors, memory, number of servers) for every system within the panorama, how large the databases will probably be (disk space vital), and the minimum recommended network infrastructure. The quality of the sizing can be simply as good as the standard of the data supplied by the customer.

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SAP MiniApplications Programming and Set up

SAP MiniApps type the push portion of the mySAP Office that delivers all kinds of content to the user. They're the home windows to underlying functions and productivity tools and deliver data and services to the person in a easy way.

The questions about MiniApps programming and installation to be answered are:

  1. Which MiniApps are required?
  2. Which users need which MiniApps?
  3. Can I use existing MiniApps or do I've to develop own and new ones?

Recommendations and suggestions embody:

  1. In the SAP MiniApps Neighborhood, yow will discover design guides and improvement libraries to scale back the event effort for MiniApps.
  2. MiniApps have totally different contents. You find general and position-particular ones. To scale back the administration in the first phase, it's helpful to integrate only normal ones.
  3. When you write your personal MiniApps that present particular person information that depends on the person logging in, and you want to use SSO (Single Sign-On) performance for Mini Apps that are not based mostly on SAP’s ITS know-how, SSO tickets or digital certificates (X.509) are required. As a abstract of the significance of this subject, the following factors should be noticed:
  4. One other foremost part within the mission if you do not use Mini Apps from the community
  5. To program your individual MiniApps can take a couple of days, depending on the applying and complexity
Integration of Third-Celebration Purposes and mySAP


Info is one of the most necessary kinds of content in an Enterprise Portal. The Enterprise Portal has to offer the likelihood to integrate functions and external services, resembling delivery providers, for example. Only such a consumer-centered mixture of information, functions, and companies will guarantee the success and acceptance of an Enterprise Portal. The mySAP Workplace offers this possibility. The inquiries to be answered about integrating third-celebration functions and mySAP parts are:

  1. How can I call an utility from the LaunchPad or MiniApps?
  2. How can I integrate a sure function or transaction from a third-occasion software?
  3. My mainframe application should seem like a Web application, if possible. How do I integrate this?
  4. How can I integrate an application without altering the back-end utility?
  5. Users should not must kind in information from one function into another function. Is there a way to mechanically switch information, for example, utilizing Drag&Relate or XML?
  6. My users employ totally different computers.What do I have to do so that they can take their Office with them wherever they go?
  7. How can I design it so that every user only has to log on as soon as a day, while on the similar time being secure?
  8. Can I synchronize user grasp data from all programs so that I do not need to maintain the information in multiple systems? Can I use our LDAP listing?
  9. Will SSO work with third-social gathering applications built-in into the mySAP Office?
Recommendations and suggestions embrace:

  1. From the outset, the mySAP Workplace has been designed in such a approach that options to the above questions will be discovered utilizing a minimal of resources.
  2. The objective is that users can entry all of the purposes that they require for their work with a minimum of restrictions and with out having to depart the mySAP Workplace. Other than SAP parts, it is possible to combine some other functions within the mySAP Workplace. These include Net-enabled functions, that is, functions which can be based mostly on HTML or Java. Obviously, integrating such a purposes is a comparatively straightforward task.
  3. In addition, non-SAP applications might embrace purposes that aren't Net-enabled. The multitude of present PC functions should even be taken into account.Windows Terminal Companies (WTS) are available to cope with these applications.
  4. Existing non-SAP intranet functions can only use the SSO functionality if the SSO is based on SSO tickets or X.509 certificates. SAP presents a library for utilizing SSO logon tickets with non-SAP applications.

mySAP Workplace Enterprise Portal ensures excessive safety for e-enterprise by supporting Web security standards, as nicely as by offering state-of-the-art authentication and authorization mechanisms. Authentication and authorization aren't the same.

  1. Authentication identifies a user as to who she or he is.
  2. Authorization supplies access rights to certain content.
Authorization resides within the part systems. No mirroring to mySAP Office is necessary.

Digital certificates (X.509) are supported by mySAP Workplace. To help your company to set up a Public Key Infrastructure (PKI), SAP supports the setup of a PKI through its mySAP Belief Middle Service. Tickets are a solution provided by SAP. The advantage of this approach is that no further infrastructure is required for SSO to work on external systems.

The inquiries to be answered relating to security when implementing an Enterprise Portal are:

  1. Which degree of security is required? Is it adequate to encrypt the data, or should the user be recognized with a digital certificate (X.509, for instance, on a sensible card)?
  2. How do I combine exterior purposes securely over the Web?
  3. Do I would like a new firewall concept?
  4. How do I monitor all network connections, especially from and to the ITS in a worldwide network?
  5. Is it essential to arrange a new PKI, or can I use an present PKI like the mySAP Trust Center Service or VeriSign?

Suggestions and suggestions embrace:

  1. If you want to use a cookie-based mostly SSO mechanism, you should consider utilizing SSO log on tickets instead of ordinary SSO cookies, because tickets are signed with a public key mechanism by the Office server, and no personal data, just like the consumer’s password, is stored. In normal SSO cookies, the username and password are stored.
  2. For a productive system, it's highly recommended to not use cookies, as SSO cookies only work with the same user ID and password in all part systems. Logon tickets solely require the identical consumer ID.
  3. Log on tickets can be licensed by the Office server itself or by the SAP Belief Center. The first choice is very easily installed.
  4. It's at all times a good selection to use SSL encryption (HTTPS) as an alternative of regular HTTP for the communication from Internet browser to Web server as a outcome of HTTP transports all data as plain textual content (also logon info like username and password).
  5. mySAP Passports (X.509 certificates licensed by the SAP Belief Middle) offer a high safety and are freed from charge. This resolution requires an Web connection to SAP.
  6. If you need to maintain the overview over the digital certificates used, you can set up your individual PKI to sign the certificates with your individual certificates authority.
  7. For security causes, customers and roles should be administrated by one individual only.
  8. At all times work based on the “two heads are higher than one principle”: have a second set of eyes look over your work.
As a summary of the importance of this topic, the next points should be noticed:
  1. Vital part of the venture
  2. Planning of this duties takes most of the time
  3. Many alternative departments are involved in these duties

Drag&Relate Operate

The Drag&Relate perform lets you link information from one application with one other application. You presumably can navigate between the various objects within the transactions and the LaunchPad utilizing Drag&Relate. By simply choosing an object (for instance, a purchase order) and dragging it onto another object in the LaunchPad (for example, a Net web page), an exercise is carried out (for example, the delivery status of the acquisition order is displayed). There is not any such factor as a need to remember order numbers or the proper underlying methods; users just do it in probably the most pure way. The Drag&Relate function works between SAP applications; for example, you'll be able to drag an object from the SAPGUI for HTML to another SAP application in the LaunchPad. But additionally it is doable to make use of the Drag&Relate perform with “regular” Internet applications. For instance, the person can drag a material quantity into the online store of the supplier or other functions that help Drag&Relate technology (TopTier technology).

The inquiries to be answered about Drag&Relate performance are:
  1. Which enterprise relations can be utilized for Drag&Relate?
  2. Which exterior functions can be utilized for Drag&Relate?
Recommendations and ideas include:

  1. Verify your business applications.
  2. It is not easy to integrate, especially for non-SAP products.
As a summary of the significance of this topic, the following factors have to be noticed:
  1. These tasks should happen at the end of your mission
  2. Relies upon of the variety of applications to be integrated over

SAP Project Go Live and Support

SAP Project Go Live and Support starts the productive operation. The initial interval after going reside is the true evaluation period for every thing carried out and designed in previous mission phases. Most often, it's endorsed to have a progressive productive begin, so that there's time to react to typical problems throughout this preliminary interval, like:

  1. Not enough bodily resources corresponding to network, printers, and others
  2. Issues when printing studies, spool saturation, repetitive sending of the identical output by the identical users, and so on
  3. Wrongly configured end customers’ desktops, mistaken server, deleted information, assist files not reached, and so on
  4. Experiences and transactions not utterly meeting the full user wants
  5. Bugs in the usual programs requiring patches or repairs
  6. Database or run-time issues when operating reviews or transactions with real knowledge
  7. Including new customers to the system
  8. Lack of end user coaching
  9. Help desk technique not properly defined or not defined at all
The degree of success or failure (unfavorable person response) on this initial interval of productive operation can be an element of the completeness and accuracy of the earlier phases and the way the possible issues were issued.

On this part, a superb process for speaking with SAP or partners to request their providers could be necessary, for instance, the conclusion of Early watch (preventive upkeep) services. Additionally it is the section for testing the standard of operation and system administration procedures. Soon after, there will in all probability be a culture the place essentially the most frequent forms of issues (round eighty to 90 percent) will already be categorised and may be shortly solved.

From the technical and administration viewpoint, after the initial adaptation to the productive operation, there is a time for managing completely different activities of the productive mySAP system, comparable to:
  1. Managing the transports and change requests
  2. Making use of and installing patches (collections of corrected applications and transactions)
  3. Planning Early Watch sessions
  4. Making modifications and configurations as recommended by Early Watch reviews
  5. Watching the systems performance and tuning most critical stories and transactions

Implementing an Enterprise Portal with my SAP Office

This overview ought to help mySAP Workplace prospects to plan Office projects. It can be helpful for venture managers and relies on the practical experience of a bunch of experienced consultants in mySAP Workplace projects.The mySAP Workplace gives users with centralized, easy-to-use entry to all the knowledge, purposes, and companies they should participate in collaborative business processes. In an Enterprise Portal undertaking, which includes completely different data,
purposes, and services, quite a few totally different departments are involved.Which departments these are depends upon the corporate structure. This section provides a fast overview about crucial questions that have to be solved during your project.With this overview, you are able to plan your work groups; the required information and this overview give you an thought concerning the time schedule.

As an example, the following departments can or must be involved:

  1. Network administration
  2. Security department
  3. SAP R/3 primary administration
  4. Application or business administration
  5. Design or intranet/Web department
  6. Web content material management
Structure and Technical Infrastructure

An Enterprise Portal is a mission-critical system to reach e-business. Whether it is not accessible, most customers-which may very properly be your prospects-can no longer work. Thus, high availability and reliability is key to Enterprise Portal deployment. The mySAP Workplace is constructed on dependable expertise that supports 24/7 operations.The underlying technology of the mySAP Workplace server is platform independent and provides all high-availability features supported by mySAP technology.Primarily based on state-of-the-artwork SAP technology, the mySAP Workplace gives a highly scalable architecture that can serve 1000's and thousands of customers across the world.

Primarily based on an ITS (Internet Transaction Server) structure, the inquiries to be answered are:

  1. Is high-availability required? Excessive-availability may be realized on the Net server, the ITS server and on the R/three system.
  2. Should the ITS server be installed as single- or twin-host installation? Is a single-host installation enough?
  3. Where ought to I place mySAP Office server in the network?
  4. The place ought to I place the ITS server in the network?
  5. Is there enough bandwidth? How a lot do I want?
  6. The place does the Office consumer connect to the network?
  7. Where are the appliance servers positioned?

Some suggestions and suggestions are:
  1. It is strongly recommended to install the ITS W-Gate and A-Gate on separate hosts (twin-host set up) due to security and scalability reasons.
  2. A single host set up is adequate for a test installation.
  3. Spreading the Office panorama over completely different machines increases the scalability of the whole system.
  4. More ITS servers might be added throughout productive operation.
  5. For efficiency reasons, it's a good suggestion to convey the Net browser as close to as attainable to the Net server (the W-Gate).
  6. A good response time is essential for person acceptance.
  7. The change from the SAPGUI for Windows to the SAPGUI for HTML always will increase the response time.
  8. The Workplace server is never the bottleneck. The community in your WAN will be the limiting factor.
  9. For ITS servers, a two-processor machine with no less than 512 MB RAM and not essentially greater than 10 GB exhausting disk is recommended.

MY SAP Project Report Role Concept

Via its role idea, mySAP Workplace Enterprise Portal ensures that solely related content material is provided to the user. Users find entry to all data, applications, and companies based on their each day duties or fields of interest.The mySAP Office position idea is designed to work for all customers you want to serve with an Enterprise Portal no matter whether or not they are internal that is, employees or sales representatives-or external: for instance, a bank that desires to serve its clients would possibly create roles for prospects, buyer non-public banking, and buyer corporate banking.

To jump-begin mySAP Workplace implementation, SAP delivers role templates.These may be adjusted to the wants of the corporate and the audience to be served. The questions to be answered relating to the position concept are:
  1. Which roles or activity teams exist? Can they be reused on the Workplace?
  2. Can I use SAP commonplace roles or do I have to create my own individual roles?
  3. Which MiniApps and Web links are required in the roles?
  4. What quantity of transactions needs to be in one position as a most?
  5. What quantity of roles should be outlined?

Recommendations and tips include:
  1. It is recommended to create small simple roles instead of huge and sophisticated roles to keep away from unneeded entries in the LaunchPad of the user.
  2. Within the first phase, it's helpful to create general roles that can be used by all employees. For example:
  3. ESS eventualities (trip application, change of tackle and financial institution data, time sheets)
  4. B2B eventualities (create shopping basket, verify purchasing status of shopping basket)
  5. Very fashionable intranet hyperlinks (menu, firm news)
  6. Existing roles could be transferred from the component systems to the Office server by RFC (Remote Operate Calls), transport or file copy.Downloading by RFC is essentially the most handy way.
  7. If possible, go to each Office user and verify his or her each day work. Discover out which transactions are actually used, which information is needed, and which servers (functions) are involved.
As a summary of the importance of this matter, the next points should be observed:

  1. Most important half in the undertaking
  2. Very time-consuming
  3. Ongoing work to continue an operation
Thus SAP Project Go Live and Support is a crucial phase and we need to make all the corrections needed to make the efficiency better.

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SAP Project Blueprint for Successful Business

In the second phase of the SAP Project Blueprint for Successful Business Road map, the project staff undertakes a whole and comprehensive analysis of requirements and enterprise process, while documenting and defining the SAP solution implementation within the company. To achieve these outcomes, ASAP supplies a group of predefined questionnaires, group sessions, particular person interviews, and so on. Data gathered is crucial and very useful for the project group, which might analyze and assist to document the business processes and the lengthy run enterprise requirements for the company.

Classical SAP R/3 projects used the SAP Business Engineer, including the SAP Reference Model and the Query and Answer Database, that are used for generating the Enterprise Blueprint paperwork and the Enterprise Course of Grasp List. ASAP features a enterprise application repository with the instruments that enable users to interact with and check the business processes of some of the mySAP applications.

This is significantly useful within the context of mySAP Greatest Practices. In this part of the project, ASAP supplies a specific methodology for analyzing and documenting the business processes. The result is a whole blueprint of the business. Within an general implementation challenge, that is most likely probably the most difficult phase. In a typical 9-month implementation challenge, this part might final 5 - 6 weeks.

This section combines the evaluation and documentation of the business processes with the primary stage of coaching of mission groups in the different mySAP applications. Inside this phase is typically the work package for starting the design of the methods environment, which incorporates the design of the system panorama, the technical infrastructure, and defining and testing the system administration procedures. At this level, the development and take a look at clients are set up, and the IMG is initialized for the beginning of the customizing activities. Finally, a particularly necessary addition to this major part is the inclusion of the Change Administration program, accountable for coping with all human and organizational factors that affect the implementation project.


With the Enterprise Blueprint documentation generated on account of the previous part, the venture group needs to be in good shape for beginning the belief section, which includes a collection of work packages where precise implementation of enterprise processes takes place.

From the Business Blueprint documentation generated as deliverable from the earlier section, consultants and challenge crew members have sufficient info to make a legitimate proposal overlaying most enterprise processes, studies, and day by day enterprise transactions, attempting to match these of the SAP standard. If different processes are found that don't seem to cover perfectly the company’s enterprise procedures, reports, or transactions, necessities will be a matter of a positive configuration and tuning.

Most important work package actions within the realization part embody:

  1. Review undertaking management actions equivalent to planning, critiques, schedule, and scope.
  2. Present advance training to mission team.
  3. Set up the system management technique and configure the technical infrastructure and system landscape.
  4. Sustain the change management program.
  5. Configure and take a look at an initial prototype (baseline) for main capabilities and processes.
  6. Develop conversion, interface, and knowledge switch programs.
  7. Develop enhancements for eventualities not totally covered by commonplace mySAP applications.
  8. Configure and confirm remaining systems. This might be primarily based on an iterative approach based on the prototypes.
  9. Create kinds and reports.
  10. Set up the authorization concept and strategy.
  11. Plan and design the archiving strategy.
  12. Perform a closing integration test.
  13. Put together the top person documentation and coaching material.
As in each major section, the last step will be a top quality assurance realization course of, where each factor on the mission section is checked and verified. This section will be the longest one when it comes to time, efforts, and assets needed.

Closing Preparation

This phase, the place all implementation elements and configurations are examined to end the preparation for going live, requires an in depth collaboration between the complete mission staff and the top users. Essential aims from this phase might be summarized as follows:

  1. Verification of implementation. The workforce and the customers ought to take a look at that every one requirements defined in previous phases, in addition to the proper habits of the applied business processes, are met. This section is the suitable time for doing stress tests, that are crucial not only for verifying the sizing, but additionally for optimizing the system’s performance.It is also very convenient to undertake simulations of real operation as a very powerful level of integration tests. This section might be the convenient time to request for SAP help by the use of the accessible companies, such as a GoingLive Check, which analyzes configuration and makes recommendations that might be evaluated and implemented.
  2. End-user acceptance. That is the principle requirement for any challenge that goes to be deployed by quite a few finish users.And not using a huge remaining user acceptance, the mission’s success is way from being guaranteed.
  3. Finish-person training. This is one other key factor as a consequence of the top users must receive the appropriate coaching in line with their job profile and the wanted application use. Coaching helps users to search out themselves acquainted and conformable with the brand new setting as soon as attainable, which may provide an optimum user operation in much less time.
  4. Initial Knowledge Hundreds and cut over. For the time being that software and systems are ready for going reside, all vital data that's still resident in legacy or other techniques have to be transferred to mySAP systems. All those load and interface packages should be prepared, examined, evaluated, and optimized, as should the quality of knowledge that is going to be transferred and the time it takes for loading.
  5. Help desk strategy. When starting a productive operation, from the very first moment, every system person should know the place to name and the way to get assist when there are issues or simply doubts. A help group, normally referred to as a assist desk, ought to be created to answer end user questions effectively and to resolve or escalate each technical and utility problems. Problems and doubts that may arise might be categorized according to their nature.
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