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Rapid Data Migration to ERP/CRM/Utilities Consulting Sales and Delivery Overview

Rapid Data Migration to ERP/CRM/Utilities Consulting Sales and Delivery Overview. Target Audience: Consulting Sales Project Managers Consultants MU Consultants Near shore Consultants Global Delivery Consultants. Version 2.0 February 2013. Agenda. RDS Services Service Introduction

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Rapid Data Migration to ERP/CRM/Utilities Consulting Sales and Delivery Overview

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  1. Rapid Data Migration to ERP/CRM/UtilitiesConsulting Sales and Delivery Overview Target Audience:Consulting SalesProject ManagersConsultants MU Consultants Near shore Consultants Global Delivery Consultants Version 2.0 February 2013

  2. Agenda RDS Services Service Introduction Benefits and Value Proposition Scope and Deliverables Project Approach and Planning Pre-requisites and Positioning Product Demo More Information

  3. Agenda RDS Services Service Introduction Benefits and Value Proposition Scope and Deliverables Project Approach and Planning Pre-requisites and Positioning Product Demo More Information

  4. Today’s reality… “ “ • Statistics state that up to 70% of IT projects run late, over-budget, or do not meet planned goals…Consequently, implementation risk is a critical factor… • From “Introducing Packaged Solutions” by Michael Krigsman • Now when companies think about implementing an application, they really want to implement an integrated solution. • Henry D. Morris, Senior Vice President of Worldwide Software and Services, IDC • Customers today want choices in how they scope, configure, and deploy business software. • Peter M. Russo, Managing Director of Pierre Audoin Consultants

  5. Customers want to… • … ensure the most predictable and fastest time to business value • … deliver the integration the business demands to start and grow without compromises • … choose from a modular ready to use portfolio of solution, deployment and pricing options

  6. SAP offers Rapid Deployment Solutions to meet specific business needs… • Software • Quickly address the most urgent business processes • Content • SAP best practices, templates and tools make solution adoption easier • Enablement • Guides and educational material speed end user adoption • Service • Fixed scope and price provides maximum predictability and lowers risk SAP Rapid Deployment Solutions Rapid Deployment Solutions Software Service Content Enablement

  7. … which allow predictability, out-of-the-box integration and adoption choices as business demands • Predictability • Fast value in weeks • Fixed cost and fixed best practice scope • Integration • Integrated start and growth options • Immediate and future IT and business processes landscape integrity • Choice • Modular packages to meet specific business needs and allow individual adoption paths • Flexible licensing and deployment options SAP Rapid Deployment Solutions

  8. Delivery Model for this service 1 2 3 4 + + “Built-to-Order” RESOURCE-CENTRIC DELIVERY APPROACH Engineered Services Packaged Designed Services Deliverables Based Designed Services Resource Based Engineered Services Standardized “Engineered-to-Order” SERVICE-CENTRIC

  9. Agenda Predefined Services Service Introduction Benefits and Value Proposition Scope and Deliverables Project Approach and Planning Pre-requisites and Positioning Product Demo More Information

  10. The Business Challenge • Customer Pain Points • Migration projects typically run over budget and over time • Unsuccessful migration results in failed implementation, where users cannot use the new application system • Enables migration that complies with regulatory requirements • Customer Goals/Needs • Ensure migration does not result in business disruption • Migrate compliant data • Mitigate risk of project delay due to data migration • Ensure users trust the data in the new application

  11. What Are the Customers Top Issues to be Solved? • Top of mind issues • Good quality master data able to support business processes • Quality data making new system usable • Implementation on time • Higher profits • Lower costs • Increased productivity

  12. The Solution: Rapid Data Migration to SAP • Pre-packaged solutions to target specific business centric pain points or subject areas for data migration: • Business Intelligence and Data Services infrastructure implemented • Installation & Configuration of Rapid Data Migration • Corporate data analyzed, mapped then loaded • Knowledge Transfer to up-skill key customer resources

  13. Rapid Data Migration ContentMajor Components of SAP Data Migration software Software components • SAP Data Services: Data management platform to support all migration tasks • SAP BusinessObjects BI*: Includes Xcelsius, Webi, Crystal for reporting • SAP Information Steward*: Source data profiling Rapid data migration content components • Migration content loaded into Data Services. • WebIntelligence reports for monitoring the data migration. • Migration services to map source data to SAP business context. • Migration content for reconciling what was loaded in the target from the source. • *optional component

  14. Software Requirements for ERP/CRM Package

  15. Software Requirements for Utilities Package

  16. ConceptData Migration Steps SAP DATA MIGRATION 1 2 3 4 5 6 ANALYSIS EXTRACT CLEAN RECONCILE VALIDATE LOAD Governance and Visualization SAP Data Migration gives You what You need: A Solution You can Trust Easy to use data migration solution to reduce project risks and speed implementation • Pre-defined content and rules • SAP & PartnerServices • Reusable Tools for Ongoing Data Governance

  17. Agenda Predefined Services Service Introduction Benefits and Value Proposition Scope and Deliverables Project Approach and Planning Pre-requisites and Positioning Product Demo More Information

  18. Immediate Value From Pre-configured ContentYou Get What You Need to Run Your Business ‘Out-of-the-box’ Value Add Quick and Lean Cost-effective • Powerful solution for data migration delivered based on leading SAP Data Services • Delivered mapping to SAP target systems and validation against SAP business context • Seamless integration to SAP applications • Clearly defined scope • Includes pre-configuration content and knowledge transfer to key users • Fast-track implementation methodology • Attractive fixed-price services • Reduced resource requirement from Business and IT

  19. Agenda Predefined Services Service Introduction Benefits and Value Proposition Scope and Deliverables Project Approach and Planning Pre-requisites and Positioning Product Demo More Information

  20. Service Building Blocks (On Premise) SAP ERP-CRM Package (RDM_ERP_CRM_DS41) Possible Service Flavors: Base Module + Install Module (ifrequired) + Starter Module for ERP and/or CRM (at least 1 basedonscopecustomerchooses) ERP Starter Module CRM Starter Module • Specific set up of the Migration Starter Service • Migration implementation of the objects defined in the Base Module • Test and Go-live Support • Note: 5 objects (3 masters + 2 transactionals) out of the ERP list of objects • Specific set up of the Migration Starter Service • Migration implementation of the objects defined in the Base Module • Test and Go-live Support • Note: Migration of the 8 objecttypes in thelist of CRM objects Installation Module • Installation of SAP Data Services 4.1, BI 4.0 (optional), Information Steward 4.1 Base Module (CommontoallOptions Modules) • Base/Frame Service to kick off the service and define the scope for the implementing modules. The Base includes standard project activities that are generic and can be combined with all described modules • Note: no commondeploymentactivities of theMigrationStarter Service

  21. Service Building Blocks (On Premise) SAP Utilities Package (RDM_CRM_UTIL_DS41) Possible Service Flavors : Base Module + Install Module (ifrequired) + Starter Module forUtilities UtilitiesStarter Module • Specific set up of the Migration Starter Service • Migration implementation of the objects defined in the Base Module • Test and Go-live Support • Note: Migration of the 25 objects in thelist of Utilitiesobjects Installation Module • Installation of SAP Data Services 4.1, BI 4.0 (optional), Information Steward 4.1 Base Module (CommontoallOptions Modules) • Base/Frame Service to kick off the service and define the scope for the implementing modules. The Base includes standard project activities that are generic and can be combined with all described modules • Note: no commondeploymentactivities of theMigrationStarter Service

  22. List of Objects for the ERP Starter Module • Service Master • Accounts Payable/Receivable • Work Centers • Service Master • Equipment • Standard hierarchy • Profit Centers • Cost Centers • Exchange Rates • Object Dependencies • Sales Orders • Purchase Orders • Internal Order • Source List • Work Breakdown Structure • Functional Locations • Bank • Configuration Profiles for Material • Fixed Assets • Functional Location • Purchasing Requisitions • Contracts • Scheduling agreements • Material stocks WM • Reference operation set • Order reservation • Planned independents requirements • Open deliveries • Secondary Cost Elements • Characteristic Master • Class Master • Activity Types • Activity Prices • Customer Master • Vendor Master • Material Master • Material Classification • Material QM Inspection Type • Material External Customer Replenishment • Purchasing Info Records • Inspection Methods • Master Inspection Characteristics • Inspection Plans • Bill of Materials • Routings • SD Pricing • Inventory Balances Master Data Objects Transactional Data Objects

  23. List of Objects for the CRM Starter Module (1/2) 1 2 3 1 2 4 1 2 5 3 6 7 3 3 8 9 10 2 3 1 11 2 3 1 12 2 3 1 2 13 3 1

  24. List of Objects for the CRM Starter Module (2/2) 14 1 3 2 15 9 16 9 17 17 18 1 2 16 15 17 19

  25. List of Objects for the Utilities Starter Module (1/2) 1 2 1 2 1 3 4 5 5 6 7 5 6 7 8 9 5 4 6 9 10 9 11 7 4 12 4 9 9 13 3

  26. List of Objects for the Utilities Starter Module (2/2) 14 1 13 3 15 1 14 3 3 1 16 9 4 17 4 18 1 19 20 19 21 1 3 6 5 9 22 3 13 9 1 23 4 13 9 3 24 23 25 4 13 9

  27. Agenda Predefined Services Service Introduction Benefits and Value Proposition Scope and Deliverables Project Approach and Planning Pre-requisites and Positioning Product Demo More Information

  28. Summary: Organization, Roles, Effort Estimation Base Service + Installation Module + ERP Module Service (Delivery) Owner/s: Jerome Delune Expected Service Delivery Time: 11 Weeks

  29. Summary: Organization, Roles, Effort Estimation Base Service + Installation Module + CRM Module Service (Delivery) Owner/s: Jerome Delune Expected Service Delivery Time: 15 Weeks

  30. Summary: Organization, Roles, Effort Estimation Base Service + Installation Module + Utilities Module Service (Delivery) Owner/s: Jerome Delune Expected Service Delivery Time: 34 Weeks

  31. Project Involvement Base Service + Installation Module + ERP Module Week 11 FINISH START Week 1 Week 2 - 10 DEPLOY RUN 2-6 weeks before START After Go-Live Coeus involvement Customer involvement

  32. Project Involvement Base Service + Installation Module + CRM Module Week 15 FINISH START Week 1 Week 2 - 14 DEPLOY RUN 2-6 weeks before START After Go-Live Coeus involvement Customer involvement

  33. Project Involvement Base Service + Installation Module + Utilities Module Week 33-34 FINISH START Week 2 Week 3 - 32 DEPLOY RUN 2-6 weeks before START After Go-Live Customer involvement Coeus involvement

  34. Project Planning Base Service + Installation Module + ERP Module FINAL PREPARATION Production cutover / Switch to Production PILOT GO LIVE 4 DEPLOY Solution activated and confirmed 2 MockRuns 3 Week 9 Week 11 2 Week 10 Week 8 Knowledge Transfer Modifying DS Jobs & Unit Testing Week 4 Data Mapping Workshop START Kick-off / Scope completed Extraction and Profiling Week 2 RDS Configuration 1 Software Installation Week 1

  35. Project Planning Base Service + Installation Module + CRM Module FINAL PREPARATION Production cutover / Switch to Production PILOT GO LIVE 4 DEPLOY Solution activated and confirmed 2 MockRuns 3 Week 10 2 Week 15 Week 14 Week 6 Knowledge Transfer Modifying DS Jobs & Unit Testing Week 4 Data Mapping Workshop START Kick-off / Scope completed Extraction and Profiling Week 2 RDS Configuration 1 Software Installation Week 1

  36. Project Planning Base Service + Installation Module + Utilities Module FINAL PREPARATION Production cutover / Switch to Production PILOT GO LIVE DEPLOY Solution activation and confirmation 3 MockRuns 4 3 Week 31 2 Week 34 Week 33 Week 29 Week 27 Mock Run 2 Week 25 Mock Run 1 Week 24 Knowledge Transfer Week 18 String Test Modifying DS Jobs Week 13 Data Mapping Workshop Week 8 START Kick-off / Scope completed Extraction and Profiling Week 4 Week 3 RDS Configuration 1 Software Installation Week 2

  37. Agenda Predefined Services Service Introduction Benefits and Value Proposition Scope and Deliverables Project Approach and Planning Pre-requisites and Positioning Product Demo More Information

  38. Customer Team Responsibilities • Application Consultant(s) • Expert advice and guidance on ERP/CRM/Utilities business areas and processes • A central point of contact for ERP/CRM/Utilities related questions • Document requirements for TO BE gap analysis • Expert advice and guidance on ERP/CRM/Utilities business areas and processes • A central point of contact for ERP/CRM/Utilities related questions • Project Manager • Technical and functional project management • Coordination of interfaces • Risk Management • Organization of project meetings and status update • Controlling of the overall project • Controlling of project progress and results (including project reporting) • Main contact and reporting to the Project Sponsor • Technology Consultant(s) • Contribute to the implementation of the Rapid Data Migration • Work alongside the SAP team for the duration of the RDS to fast track skills. • Be part of the customer Rapid Data Migration team once the RDS has been completed • ABAP skills

  39. Coeus Team Responsibilities • Project Manager • Technical and commercial project management • Ensures delivery & status of SAPs deliverables • Liaises with customer Project Manager for status reporting • Controls SAP resourcing • Application Consultant(s) • Lead the data quality assessment and data mapping between source and target system • Provide key input on SAP target structure and business rules for the data mapping • Support Customer in the configuration of SAP target environment • Lead Technology Consultant • Serve as a central contact person throughout the RDS implementation • Install and configure the EIM&BI software and best practices content • Provide technical leadership on the use of tools to perform ETL and data profiling • Implement the data mapping within Data Services • Jointly responsible for the data mapping • Present the data quality demonstration if in scope • Run data migration end-to-end tests • Provide knowledge transfer and RDS handover • TechnologyConsultants • Implement the data mapping within Data Services • Run data migration end-to-end tests

  40. Client Prerequisites • Client runs SAP ERP, CRM or Utilities • Client owns or is eager to acquire SAP Data Services and SAP BI users licenses • Opportunities: • Customer has chosen SAP ERP, CRM or Utilities to replace their legacy System using preconfigured Rapid Deployment Solution • Customer has to make decision on ETL vendor to extract and transform data from legacy sources to be ready for loading into SAP system.

  41. Positioning • Who? – all • When? – Service availability starting in February 2013 • How to position? – clients in need of a quick win to migrate data to ERP and/or CRM or Utilities

  42. Positioning • What It Is • This solution provides data migration to the SAP Rapid Deployment Solution (RDS) for ERP, CRM or Utilities. It covers the migration of a different number of objects depending on the selected scenario(s). The solution will include • All required components, mapping and migration content in Data Services • Reports & dashboards for performance analysis • Software installation (optional) • Includes implementation in 2 environments (Development and Production) • Possible scenario: • ERP and/or CRM can be selected • Utilities can be selected • Number of migrated objects: • ERP: 5 (3 masters and 2 transactionals) • CRM: 8 • Utilities: 25 • What It Is Not • A solution or package to address complex business processes up front • A traditional implementation with extensive data cleansing • An approach driven toward changing solution to adopt customer requirements and processes

  43. SAP ERP/CRM/Utilities SAP EIM & BI SolutionExample of System Landscape Legacy Data Source Environment Data Staging and Test Environment Loading to Target Environment Pre-Built load routines for SAP Objects Dashboards and Business Reporting Performance Analysis Data Services Platform Flat Files/ Excel Name Parsing Business Validation Rules Extract & Profile ISMW file or IDOC Load Address Parsing & Correction Automatic SAP Config Validation Validate & Load Transform Cleanse Databases Material/Product Parsing Matching Transform Data into SAP structure Applications

  44. Agenda Predefined Services Service Introduction Benefits and Value Proposition Scope and Deliverables Project Approach and Planning Pre-requisites and Positioning Product Demo More Information

  45. Rapid Data Migration StepsAnalysis & Data Profiling SAPDATA MIGRATION 1 2 3 4 5 6 Governance and Visualization ANALYSIS EXTRACT CLEAN RECONCILE VALIDATE LOAD • Profiling and inspecting the data • Measuring the data defects • Analyzing the cause and impact of those defects • Reporting the results of the analysis to key stakeholders

  46. Rapid Data Migration Steps Data analysis and profiling: data content, quality, structure and relationships Analysis of data beyond viewing • Frequency distribution • Distinct values • Null values • Minimum/Maximum values • Data Patterns (e.g. Xxx Xxxx99, 99-Xxx) Comparison of values between data sets to determine fit Can drill down to view specific records

  47. Rapid Data Migration Steps Extraction SAPDATA MIGRATION 1 2 3 4 5 6 Governance and Visualization ANALYSIS EXTRACT CLEAN RECONCILE VALIDATE LOAD • Connect to diverse source systems (one source per RDS) • Extract data based on criteria (for example business partners, sales orders, etc) • Extract master and transaction data • Map data to SAP structures

  48. Rapid Data Migration StepsSupport for structured and unstructured data • Broad connectivity to databases, applications, legacy, file formats, and unstructured data Databases Applications Files/Transport Mainframe Unstructured Data • Any text file type • 32 languages • Oracle • DB2 • Sybase & IQ • SQL Server • Informix • Teradata • ODBC • MySQL • Netezza • JD Edwards • Oracle Apps • PeopleSoft • Siebel • Salesforce.com • SAP BI • SAP R/3 • ABAP • BAPI • IDoc • Text delimited • Text fixed width • EBCDIC • XML • Cobol • Excel • HTTP • JMS • SOAP(Web Services) • ADABAS • ISAM • VSAM • Enscribe • IMS/DB • RMS • Both direct and change data

  49. Rapid Data Migration Steps Clean SAPDATA MIGRATION 1 2 3 4 5 6 Governance and Visualization ANALYSIS EXTRACT RECONCILE CLEAN VALIDATE LOAD • Examples of data cleansing available in addition to this RDS: • Cleansing data based on business rules, for example postal code must be five digits plus 4 digits • Parse data • Standardized data

  50. Rapid Data Migration Steps Data cleansing ensures the right data gets migrated Standardized Output Note: Cleansing is in scope only for name and address standardization demonstration for validation and de-duplication for Utilities only

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