Monday, December 19
Managing a project in SAP business one
This topic is about managing a project in SAP business one . At the end of this topic you will be able to explain the steps involved in the implementation of and the operation of an SAP business one project . You will also understand the tools that the SAP business one provides to support the implementation of the business one project .
SAP business one support have developed an integrated implementation and authorization concept that enables certified business one partners and their customers to implement and operate a stable and reliable business one system . We can distinguish between two categories of activities that must be handled in parallel during the implementation phase . Firstly implementation management . This includes all activities that support the implementation of the system and the configuration of the business processes . Solution management – this includes all activities that prepare the customer to operate the system permanently with minimal total cost of ownership . A methodology consists of five steps of how to manage the implementation process . The first step is the analysis and the design . This is followed by installation and configuration , training , handover and finally operations and improvements . These steps are describe din more detail in later parts . An implementation , an operation guide and templates for the customer project documentation are all available from the SMB portal using the quick link : smb/support .
In this demonstration we will uncover the location of the documentation for the implementation and operation concepts in business one . From the SMB portal we click on service and support . Under the implementation and operation heal line we go down to the integrated implementation and operation concept . Here we can see the screen showing the outline of the methodology .
During the sales phase , the partner and the customer will discuss the detailed requirements. This will include an understanding of the scope of the project . These details in requirements and scopes should be captured in a detailed requirement document or DRD . This is important for two reasons , firstly to avoid surprises in the implementation phase and secondly to limit the scope of the project . As a template for the DRD document you can use the SAP business one write paper or the featuring function list available on the SMB portal . Some partners have already developed an online requirement check list to evaluate the requirements of potential customers . The analysis and design phase should be based on the DRD , The goal is to get a detailed view of the required business processes and the current work environment . the analysis and the design phase starts with the project kick off meeting .in which all the members from the customer and the partner can get to know each other .
A short basic training should be provided during the analysis and design phase for the customers project team members . You can use the courses TB 1000 and TB 1100 which are available on the SMB portal . You can focus this training material on the areas relevant to your customer . This basic training is the basis for the formal analysis meetings in which you detail the processes from the DRD together with the customers projecting members , specifying any required add on development . Document your results and obtain a customer sign off . During this phase you should also prepare the service level agreement , in which the partner and the customer agree on the operational tasks that will be fulfilled by the customer or partner after the project . Again SAP provides a template for this agreement .
After deciding on the project scope and the system requirements it is necessary to install the business one system for the customer to use . Always refer to the most recent system set up guide for the hardware requirements . This guide is available on the installation CD . You must meet the hardware requirements to avoid problems in the project later . Install the sequel server the business one software for any required add ons such as the data transfer workbench or the support tools . When installing business one for the first time , install the company for the country version . If at all possible load a company’s customers , suppliers and items into the demo company . This will help the customer to familiarize themselves with how the system might look when it is implemented . Also create two additional companies , one to hold the master configuration or production and the second will be a test database which will be copied regularly from the production database . The test database will be used for the end user and projecting testing and training . Try to keep the production database as clean as possible . Restrict access to a few key individuals .
In a business one implementation a customer is expected to play a very active and a hands on role in the configuration of the system . It is important to show the customer project team members how to define accounts , configure form settings , set up account determination , define users and assign authorizations and create standard payment terms and price lists . It is also important for the project team members to help in the data migration activity . Usually the customers responsible for extracting and cleansing the data for many existing legacy system . In some circumstances the customer may be trying down how to import legacy data using the data transfer workbench .
Once basic initialization is complete , then depending on the customers requirements , more advanced customerization maybe required . In some circumstances the customer may require this work to be carried out by themselves , although normally it is carried out by the partner . There are two areas for more advanced customerization in business one , they are business one utilities such as the user defined fields , queries and formatted searches . And the second one is the SAP business one software development kit . To use the customerization utilities requires a good knowledge of the sequel database language and also attendance on the TB 1200 course . The business one utilities can be used in a very creative way to meet the needs of most of the customers . If however further enhancements are required then the implementations may require the software developers kit to create add on solutions .
Once the customerization of the software is complete it is time for the induce of training . This training is broken down into key function areas and should be a mix of demonstration and hands on exercises . The training should be run on a fully customized version of the database . This database should consist of a certain level of master and transaction data to enable users to properly understand each functional area. Practical exercises are often the best way to reinforce the knowledge gained in the training courses . A good practical exercise after completing the inducer training is the manual entry of open invoices , orders and payments . The standard classroom training material is available to the partners for adaptation for inducer training courses .
An alternative method or a complementary method to the inducer training Is the e learning tutorial . SAP tutor is a toll for recording , editing and presenting multimedia tutorials . SAP tutors supports learners with a combination of oral instructions and animated Microsoft agents . The user can learn by passively following the course of the tutorial or through the interactive participation . You can use tutorials to train people in every windows based application , including business one , Microsoft word Microsoft excel or even your other softwares .You do not need to install the trained application to run a tutorial . An integrated reporting function allows course managers to monitor the progress and effectiveness of the tutorials and a test mode allows it to be in turn evaluated .
After inducer training the system is ready for handover . This includes a full system test and a going live check . The system test is performed by the customer and should be based on real data . sometime the customer may require the system to run alongside to check for consistent behavior .Once a system test is being done by the customer , a going live check can be performed by the partner . SAP provides a template for this . If you want to use the option that the SAP provides direct support to the customer you need to handover the system to support by filling in the implementation handover document from the SMB portal and sending it through an SAP business one message .
Once the business one system is operational , and users become familiar with the basic functions , they will identify ways to improve the way the system works for them . These improvement activities can be completed by the partner or the customer and usually fall into the following categories : additional users, licenses and authorizations ; database back up so possibly restores ; upgrade to new patches ; system monitoring and analysis for identifying possible performance bottlenecks or inefficiency in the business process ; and additional queries and reports and document templates . A service level agreement should be created which specifies if the customer or partner is responsible for each of the above tasks .
You have now completed the topic on managing an SAP business one project . You should now be able to explain the steps involved in the implementation and operation of a successful SAP business one project . You should also understands the tools that SAP provides to support the implementation of business one .
SAP business one support have developed an integrated implementation and authorization concept that enables certified business one partners and their customers to implement and operate a stable and reliable business one system . We can distinguish between two categories of activities that must be handled in parallel during the implementation phase . Firstly implementation management . This includes all activities that support the implementation of the system and the configuration of the business processes . Solution management – this includes all activities that prepare the customer to operate the system permanently with minimal total cost of ownership . A methodology consists of five steps of how to manage the implementation process . The first step is the analysis and the design . This is followed by installation and configuration , training , handover and finally operations and improvements . These steps are describe din more detail in later parts . An implementation , an operation guide and templates for the customer project documentation are all available from the SMB portal using the quick link : smb/support .
In this demonstration we will uncover the location of the documentation for the implementation and operation concepts in business one . From the SMB portal we click on service and support . Under the implementation and operation heal line we go down to the integrated implementation and operation concept . Here we can see the screen showing the outline of the methodology .
During the sales phase , the partner and the customer will discuss the detailed requirements. This will include an understanding of the scope of the project . These details in requirements and scopes should be captured in a detailed requirement document or DRD . This is important for two reasons , firstly to avoid surprises in the implementation phase and secondly to limit the scope of the project . As a template for the DRD document you can use the SAP business one write paper or the featuring function list available on the SMB portal . Some partners have already developed an online requirement check list to evaluate the requirements of potential customers . The analysis and design phase should be based on the DRD , The goal is to get a detailed view of the required business processes and the current work environment . the analysis and the design phase starts with the project kick off meeting .in which all the members from the customer and the partner can get to know each other .
A short basic training should be provided during the analysis and design phase for the customers project team members . You can use the courses TB 1000 and TB 1100 which are available on the SMB portal . You can focus this training material on the areas relevant to your customer . This basic training is the basis for the formal analysis meetings in which you detail the processes from the DRD together with the customers projecting members , specifying any required add on development . Document your results and obtain a customer sign off . During this phase you should also prepare the service level agreement , in which the partner and the customer agree on the operational tasks that will be fulfilled by the customer or partner after the project . Again SAP provides a template for this agreement .
After deciding on the project scope and the system requirements it is necessary to install the business one system for the customer to use . Always refer to the most recent system set up guide for the hardware requirements . This guide is available on the installation CD . You must meet the hardware requirements to avoid problems in the project later . Install the sequel server the business one software for any required add ons such as the data transfer workbench or the support tools . When installing business one for the first time , install the company for the country version . If at all possible load a company’s customers , suppliers and items into the demo company . This will help the customer to familiarize themselves with how the system might look when it is implemented . Also create two additional companies , one to hold the master configuration or production and the second will be a test database which will be copied regularly from the production database . The test database will be used for the end user and projecting testing and training . Try to keep the production database as clean as possible . Restrict access to a few key individuals .
In a business one implementation a customer is expected to play a very active and a hands on role in the configuration of the system . It is important to show the customer project team members how to define accounts , configure form settings , set up account determination , define users and assign authorizations and create standard payment terms and price lists . It is also important for the project team members to help in the data migration activity . Usually the customers responsible for extracting and cleansing the data for many existing legacy system . In some circumstances the customer may be trying down how to import legacy data using the data transfer workbench .
Once basic initialization is complete , then depending on the customers requirements , more advanced customerization maybe required . In some circumstances the customer may require this work to be carried out by themselves , although normally it is carried out by the partner . There are two areas for more advanced customerization in business one , they are business one utilities such as the user defined fields , queries and formatted searches . And the second one is the SAP business one software development kit . To use the customerization utilities requires a good knowledge of the sequel database language and also attendance on the TB 1200 course . The business one utilities can be used in a very creative way to meet the needs of most of the customers . If however further enhancements are required then the implementations may require the software developers kit to create add on solutions .
Once the customerization of the software is complete it is time for the induce of training . This training is broken down into key function areas and should be a mix of demonstration and hands on exercises . The training should be run on a fully customized version of the database . This database should consist of a certain level of master and transaction data to enable users to properly understand each functional area. Practical exercises are often the best way to reinforce the knowledge gained in the training courses . A good practical exercise after completing the inducer training is the manual entry of open invoices , orders and payments . The standard classroom training material is available to the partners for adaptation for inducer training courses .
An alternative method or a complementary method to the inducer training Is the e learning tutorial . SAP tutor is a toll for recording , editing and presenting multimedia tutorials . SAP tutors supports learners with a combination of oral instructions and animated Microsoft agents . The user can learn by passively following the course of the tutorial or through the interactive participation . You can use tutorials to train people in every windows based application , including business one , Microsoft word Microsoft excel or even your other softwares .You do not need to install the trained application to run a tutorial . An integrated reporting function allows course managers to monitor the progress and effectiveness of the tutorials and a test mode allows it to be in turn evaluated .
After inducer training the system is ready for handover . This includes a full system test and a going live check . The system test is performed by the customer and should be based on real data . sometime the customer may require the system to run alongside to check for consistent behavior .Once a system test is being done by the customer , a going live check can be performed by the partner . SAP provides a template for this . If you want to use the option that the SAP provides direct support to the customer you need to handover the system to support by filling in the implementation handover document from the SMB portal and sending it through an SAP business one message .
Once the business one system is operational , and users become familiar with the basic functions , they will identify ways to improve the way the system works for them . These improvement activities can be completed by the partner or the customer and usually fall into the following categories : additional users, licenses and authorizations ; database back up so possibly restores ; upgrade to new patches ; system monitoring and analysis for identifying possible performance bottlenecks or inefficiency in the business process ; and additional queries and reports and document templates . A service level agreement should be created which specifies if the customer or partner is responsible for each of the above tasks .
You have now completed the topic on managing an SAP business one project . You should now be able to explain the steps involved in the implementation and operation of a successful SAP business one project . You should also understands the tools that SAP provides to support the implementation of business one .
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment
You are welcome to express your views here...