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Lucent Simplification, EDW-to-BW L&W Blueprint Data Model Workshop

Lucent Simplification, EDW-to-BW L&W Blueprint Data Model Workshop. LS008A Lucent Simplification, Implementation Roadmap WPO/WPE Responsible: Debbie Lesavoy Lucent Simplification: Jose Mejia / Steve Sherman IT Executive: Karen Baughman IT Project Manager: Jonas Rieter.

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Lucent Simplification, EDW-to-BW L&W Blueprint Data Model Workshop

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  1. Lucent Simplification, EDW-to-BW L&W Blueprint Data Model Workshop LS008A Lucent Simplification, Implementation Roadmap WPO/WPE Responsible: Debbie Lesavoy Lucent Simplification: Jose Mejia / Steve Sherman IT Executive: Karen Baughman IT Project Manager: Jonas Rieter Lucent Technologies – ProprietaryUse pursuant to company instruction

  2. Blueprint Data Model WorkshopAgenda • Workshop Overview • Descriptions • Schedule • Blueprint Workshop Approach – L&W • Workshop Activities • Workshop Deliverables • Post-Workshop Activities / Deliverable • Attachments Lucent Technologies – ProprietaryUse pursuant to company instruction

  3. Blueprint Data Model Workshop Overview • Logistics & Warehouse Management • This workshop will define the requirements and determine how well SAP-delivered content aligns with those requirements to provide for the analysis of Logistics & Warehouse Management by pre-defined business segments: • Customer • Vendor • Material • Distribution Center • Storage Location • And others D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  4. Blueprint Data Model Workshop Overview Schedule 9:00 ET L&W (Shipping, Delivery, Projects & Networks) L&W (Projects & Networks (cont.), Purchasing, IM) L&W (Security, OCM, Wrap-up) 1:00 ET L&W (Alignment, Demo, Reqmts, Sales Orders, Billing) 3:00 ET 5:00 ET Lucent Technologies – ProprietaryUse pursuant to company instruction

  5. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 1 • Team alignment • Vision (published & of participants) • Business goals / objectives • Workshop Expectations (published & of participants) • Demonstration of “To Be” reporting capabilities • Guiding principles (of BI governance & strategy) • Review SAP transaction processing data flow / model • Review Business requirements / business value / pain points / improvement opportunities D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  6. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 1 (cont.) • Review proposed data model and approach for: • Sales Orders & Billing • Review / rationalize data element / field level content • Emphasis on data elements not addressed in the SAP-provided content, including • The requirement / justification for each • The complexity of adding each to the data model • Review high priority reports • Validate against proposed data model (data element / field content and structure) • Review and document process, role, and SOX impacts • Review KPI’s (the required calculations and the requirements for the data model) D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  7. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 2 • Review proposed data model and approach for: • Shipping & Delivery • Projects & Networks • Review / rationalize data element / field level content • Emphasis on data elements not addressed in the SAP-provided content, including • The requirement / justification for each • The complexity of adding each to the data model • Review high priority reports • Validate against proposed data model (data element / field content and structure) • Review and document process, role, and SOX impacts • Review KPI’s (the required calculations and the requirements for the data model) D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  8. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 3 • Review proposed data model and approach for: • Project & Networks (continued from Day 2) • Inventory Management & Purchasing • Review / rationalize data element / field level content • Emphasis on data elements not addressed in the SAP-provided content, including • The requirement / justification for each • The complexity of adding each to the data model • Review high priority reports • Validate against proposed data model (data element / field content and structure) • Review and document process, role, and SOX impacts • Review KPI’s (the required calculations and the requirements for the data model) D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  9. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 4 • Define and document data security requirements • Define and document history & data archiving requirements • Define and Document Master Data requirements • Document training requirements and potential delivery methods • Define the Design Document template to be used • Identify stakeholders and define OCM next steps • Wrap-up D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  10. Blueprint Data Model Workshop Approach - L&W Workshop Deliverables Accountability: Business • Finalized business requirements, classified by need and prioritized • Finalized standard report requirements, including: • Data element reporting requirements • Data element filtering / selection / sorting requirements • Presentation and delivery requirements, including alerts, conditions, and notifications • Finalized KPI requirements, including their specific calculation • Justification for non-SAP-provided content • Modified business processes, roles, and SOX controls Accountability: IT • Finalized data model, including: • Graphic representation of data model components, their relationship and the structure of each • Data elements / fields detailed by data model component, including: • Specific data mappings or calculations • Classification of • SAP-provided content or not • Complexity of calculation for non-SAP-provided content • Data model security design • Data archiving model Accountability: Business & IT • Documented OCM requirements / activities • Key decisions made during workshop • Risks and mitigation strategies • Issues D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  11. Blueprint Data Model Workshop Approach - L&W Post-Workshop Activities/Deliverables Accountability: Business • Review the following with the expanded business team / representatives, obtaining feedback and additional input on • Proposed business requirements • Proposed standard reporting requirements (content and functionality) • Proposed KPI’s • Proposed data model • Identified process, role, and SOX impacts • Business value to be achieved • Finalize documentation of business processes, roles, and SOX controls impacted by the proposed implementation • Complete the planning and execution of required OCM activities, including: • Stakeholder identification • Organizational and job impact assessments • Communication planning and execution • Training planning and development Accountability: IT • Design and technical specification of the: • Data model • Standard reporting • Processing requirements (configuration and programming requirements) • Security model • Data archiving model Accountability: Business & IT • Definition, design, and initial specification of the testing approach and model D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  12. Blueprint Data Model Workshop Approach - L&W Attachments Templates: • General Requirements Template • Reporting Requirements Template • KPI Requirements Template • Key Decisions Worksheet • Executive Key Decision Template • Risks & Mitigation Strategy Template • Issues Template • Stakeholder Assessment Worksheets • Organization Impact Assessment • Job Impact Assessment Examples: • Data Model - Relationship Graphic • Data Model - InfoCube Schema Graphic • Data Element Comparative Analysis Template D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  13. Blueprint Data Model WorkshopLogistics & Warehouse Management DAY 1 D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  14. Blueprint Data Model Workshop Approach - L&WWorkshop Activities Day 1 • Team alignment • Vision (published & of participants) • Business goals / objectives • Workshop Expectations (published & of participants) • Demonstration of “To Be” reporting capabilities • Guiding principles (of BI governance & strategy) • Review SAP transaction processing data flow / model • Review Business requirements / business value / pain points / improvement opportunities D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  15. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 1 (cont.) • Review proposed data model and approach for: • Sales Orders & Billing • Review / rationalize data element / field level content • Emphasis on data elements not addressed in the SAP-provided content, including • The requirement / justification for each • The complexity of adding each to the data model • Review high priority reports • Validate against proposed data model (data element / field content and structure) • Review and document process, role, and SOX impacts • Review KPI’s (the required calculations and the requirements for the data model) D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  16. Blueprint Data Model Workshop Approach - L&W Report Management Process Distribution/ Publication Approval Required? Execute Ad hoc Report Publish To Personal Folder No Power User 2 No D R A F T Yes Request Approved? BI Request & Approval Process (5) Perform QA On Ad hoc Report Publish To Public Folder 4 Publisher Yes No Recurring Execution? Application Monitoring Staff Member End Distribute Ad Hoc Monitoring Report Monitor Ad Hoc Report Executions Yes Determine Role & Folder Assignment(s) Does Value of Report Warrant Move to Prod? Determine/ Validate Value of Report No BI Func Lead End 1 Yes 3 Copy Down Ad Hoc Queries / Report (Prod -> Dev) Review / Update Query for Conformance To Guidelines Evaluate Query / Report Performance Follow Chg Mgmt Procedures to Move Query / Report to Prod Status Follow Chg Mgmt Procedures to Request Profile Update(s) BI Request & Approval Process (1) BI Architect Assign Query / Report To Security Profile(s) IT Appl Build / Impl Processes Security Admin Lucent Technologies – ProprietaryUse pursuant to company instruction

  17. End End End Blueprint Data Model Workshop Approach - L&W Ad Hoc Reports – Request & Approval Assistance Resolves? Yes Identify Requirement and Benefits Info user No No Standard Report? Content Avail? Make Std? Super User? Perform Level 1 Requirements Analysis Create / Modify Ad hoc Report Determine Business Justification BI Report Mgmt Process Yes Yes No Power User Yes No No BI Gov Group Yes 1 IT Client Mgmt BI Architect BI Func Lead WPR Lucent Technologies – ProprietaryUse pursuant to company instruction

  18. Blueprint Data Model Workshop Supply Chain Process Flow – Current State CRM Contracts / Warranties Quotations / Service Notif. Sales Order / Service Order Project/Network Production Planning Inspection Point (QM) Materials Movement (optional) Inventory (optional) Warehouse Mgmt Goods Receipt Purchase Order Purchase Requisition Goods Issue Delivery Shipment Billing Inspection Point (QM) In Scope Not Implemented at Lucent Lucent Technologies – ProprietaryUse pursuant to company instruction

  19. Blueprint Data Model Workshop Supply Chain Document Flow – Current State WBS Element / Network Detail Purchase Order Purchase Requisition SCEM Delivery Document Sales Order Service Order Quotation Contract IM FI/CO Billing Document Shipment Doc. Lucent Technologies – ProprietaryUse pursuant to company instruction CRM/SM QM

  20. Blueprint Data Model Workshop Sales Orders High Priority Reports • Orders w/CROJ in Current Qtr- Summary: Orders are broken out by customer groups and displayed on pipeline view by the following: total summary, relative value, order type, and previous quarter summary. • Orders broken out by customer groups and displayed on pipeline view (EOQ) by the following: total summary, relative value, order type, and previous quarter summary. • Single Line Status Report Lucent Technologies – ProprietaryUse pursuant to company instruction

  21. Blueprint Data Model Workshop BW Data Model: Sales Orders – Future State InfoCube (Summary Level) 0SD_C05 0SD_C10 0SD_C03 0SD_C01 Offers/Orders Sales: Overview Incoming Orders by Employee Customer Order Headers ODS (Summary) 0SD_O03 Order Items Customer Sales ODS (Detail) 0SD_O01 ZSD_OS001 OLTP System Sales Orders R/3 Lucent Technologies – ProprietaryUse pursuant to company instruction

  22. Blueprint Data Model Workshop BW Data Model: Billing – Future State InfoCube (Summary Level) 0SD_C03 Sales Overview Billing Doc. Header Billing Doc. Line Items ODS (Detail) ZSD_OB2 ZSD_OB1 OLTP System Billing R/3 Lucent Technologies – ProprietaryUse pursuant to company instruction

  23. Blueprint Data Model Workshop BW Data Model Sales Orders & Billing • Review the proposed Data Models • Identify key dimensions at summary (InfoCube) level • Compare requirements to Business Content • Justification for each field not in Business Content • Assess the complexity of adding each non-standard field Lucent Technologies – ProprietaryUse pursuant to company instruction

  24. Blueprint Data Model WorkshopLogistics & Warehouse Management DAY 2 D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  25. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 2 • Review proposed data model and approach for: • Shipping & Delivery • Projects & Networks • Review / rationalize data element / field level content • Emphasis on data elements not addressed in the SAP-provided content, including • The requirement / justification for each • The complexity of adding each to the data model • Review high priority reports • Validate against proposed data model (data element / field content and structure) • Review and document process, role, and SOX impacts • Review KPI’s (the required calculations and the requirements for the data model) D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  26. Blueprint Data Model Workshop Shipping High Priority Reports • Current Quarter: Extract #2-Shipments in-transit from the Supplier. All vendors shipping into region. • Current Quarter: Extract #3-Shipments in-transit from the LSC • Current Quarter: Extract #4-Shipments from an LSC that have a POD proof of delivery (line level) • Current Quarter: Extract #5-Shipment from LSC that have a POD proof of delivery (container level). • Current Quarter: Extract #8-Orders at LSC by percent. • Current Quarter: Extract #9-Orders 90% shipped complete from the source. Orders where 90% of the lines are shipped complete from the vendor. • HOT ORDERS: Extract #1-Items received into an LSC and not yet shipped(by container). • HOT ORDERS: Extract #2-Shipments in-transit from the Supplier. • HOT ORDERS: Extract #3-Shipments in-transit from the LSC • HOT ORDERS: Extract #4-Shipments from an LSC that have a POD proof of delivery (line level) • HOT ORDERS: Extract #5-Shipment from LSC that have a POD proof of delivery (container level). • HOT ORDERS: Extract #6-Material currently available at the LSC (by line). • HOT ORDERS: Extract #7-Material partially shipped from an LSC. • HOT ORDERS: Extract #8-Orders at LSC by percent. • HOT ORDERS: Extract #9-Orders 90% shipped complete from the source. Lucent Technologies – ProprietaryUse pursuant to company instruction

  27. Blueprint Data Model Workshop Shipping High Priority Reports (cont.) • Past Due Promise to Ship Date - from the vendor • Ship Confirmations • Replenishment/outbound delivery created not shipped Lucent Technologies – ProprietaryUse pursuant to company instruction

  28. Blueprint Data Model Workshop BW Data Model: Shipping – Future State InfoCube (Summary Level) 0SD_C03 0SD_C14 Sales Overview Backorders Shipping Items Shipping Sched. Lines ODS (Detail) ZSD_OS1 ZSD_OS2 OLTP System Shipping R/3 Lucent Technologies – ProprietaryUse pursuant to company instruction

  29. Blueprint Data Model Workshop Delivery High Priority Reports • POD Report • Days in Transit Report--indicates the Supplier has shipped to an LSC with a specified # of days • On Time Delivery Report • Pick & Pack Lead Time • Material Management Visibility report (inbound) on order header level. Allow to drill down to network, PO • Material Management Visibility report (inbound) on Product ID level • Material Management Visibility report (inbound) Shipped (ASN sent)not Picked up by FF • Material Management Visibility report (outbound) on order header level. Allow to drill down to network, PO • Material Management Visibility report (outbound) on product ID level • Report of material that is shipping from the LSC that day Lucent Technologies – ProprietaryUse pursuant to company instruction

  30. Blueprint Data Model Workshop BW Data Model: Delivery – Future State InfoCube (Summary Level) 0SD_C03 0SD_C04 0SD_C02 Delivery Service Deliveries Sales Overview Delivery Header Delivery Item Data Schedule Line Delivery Delivery (Ship. pts.) ODS (Detail) ZSD_OD1 ZSD_OD2 ZSD_OD3 ZSD_OD4 OLTP System Delivery R/3 Lucent Technologies – ProprietaryUse pursuant to company instruction

  31. Blueprint Data Model Workshop BW Data Model Shipping & Delivery • Review the proposed Data Models • Identify key dimensions at summary (InfoCube) level • Compare requirements to Business Content • Justification for each field not in Business Content • Assess the complexity of adding each non-standard field Lucent Technologies – ProprietaryUse pursuant to company instruction

  32. Blueprint Data Model Workshop Projects & Networks High Priority Reports • No Specific Reports have been provided for L&W. • Identify Drill-Through Requirements Lucent Technologies – ProprietaryUse pursuant to company instruction

  33. Blueprint Data Model Workshop BW Data Model: Project/Networks – Future State MultiCube (Summary Level) 0PS_C051 Dates/ Controlling InfoCube (Summary Level) 0PS_C041 0PS_C021 PS: Dates PS: Controlling Controlling WBS Element Dates Project Dates ODS (Detail) ZPS_ODS1 ZPS_ODS2 ZPS_ODS3 OLTP System Project Systems R/3 Lucent Technologies – ProprietaryUse pursuant to company instruction

  34. Blueprint Data Model Workshop BW Data Model Projects & Networks • Review the proposed Data Models • Identify key dimensions at summary (InfoCube) level • Compare requirements to Business Content • Justification for each field not in Business Content • Assess the complexity of adding each non-standard field Lucent Technologies – ProprietaryUse pursuant to company instruction

  35. Blueprint Data Model WorkshopLogistics & Warehouse Management DAY 3 D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  36. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 3 • Review proposed data model and approach for: • Project & Networks (continued from Day 2) • Inventory Management & Purchasing • Review / rationalize data element / field level content • Emphasis on data elements not addressed in the SAP-provided content, including • The requirement / justification for each • The complexity of adding each to the data model • Review high priority reports • Validate against proposed data model (data element / field content and structure) • Review and document process, role, and SOX impacts • Review KPI’s (the required calculations and the requirements for the data model) D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  37. Blueprint Data Model Workshop Inventory Management High Priority Reports • LSC performance • Material Availability Report • Warehouse inventory report by Order # • Warehouse inventory report by LSC • Dwell time at EC/LSC • HAWB Tracking Lucent Technologies – ProprietaryUse pursuant to company instruction

  38. Blueprint Data Model Workshop BW Data Model: Inventory Management – Future State MultiCube (Summary Level) 0IC_MC01 0IC_MC02 0IC_MC03 Slow Moving Items Material Range of Coverage Components Material Range of Coverage WIP InfoCube (Summary Level) 0IC_C03 Material Stocks/ Movements Material Stocks Revaluations Material Movements ODS (Detail) ZIM_OM1 ZIM_OM2 ZIM_OM3 OLTP System Inventory Management R/3 Lucent Technologies – ProprietaryUse pursuant to company instruction

  39. Blueprint Data Model Workshop Purchasing High Priority Reports • No Specific Reports have been provided for L&W. • Verify that Shipping and Delivery reports should originate from the Sales Order Model • Identify Drill-Through Requirements Lucent Technologies – ProprietaryUse pursuant to company instruction

  40. Blueprint Data Model Workshop BW Data Model: Purchasing – Future State InfoCube (Summary Level) 0PUR_C04 0PUR_C09 0PUR_C07 0PUR_C08 0PUR_C10 0PUR_C01 Purchasing Groups Purchasing Data Purchase Order Service Level Purchase Order Quantity Service Level Purchase Order Item Service Level Backlogged Purchase Order Schedule Lines Purchase Orders ODS (Summary) 0PUR_O02 Schedule Lines PO Items ODS (Detail) 0PUR_DS03 0PUR_O01 OLTP System Purchasing R/3 Lucent Technologies – ProprietaryUse pursuant to company instruction

  41. Blueprint Data Model Workshop BW Data Model Inventory Management & Purchasing • Review the proposed Data Models • Identify key dimensions at summary (InfoCube) level • Compare requirements to Business Content • Justification for each field not in Business Content • Assess the complexity of adding each non-standard field Lucent Technologies – ProprietaryUse pursuant to company instruction

  42. Blueprint Data Model WorkshopLogistics & Warehouse Management DAY 4 D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  43. Blueprint Data Model Workshop Approach - L&W Workshop Activities Day 4 • Define and document data security requirements • Define and document history & data archiving requirements • Define and Document Master Data requirements • Document training requirements and potential delivery methods • Define the Design Document template to be used • Identify stakeholders and define OCM next steps • Wrap-up D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  44. Blueprint Data Model Workshop Approach - L&W Workshop Deliverables Accountability: Business • Finalized business requirements, classified by need and prioritized • Finalized standard report requirements, including: • Data element reporting requirements • Data element filtering / selection / sorting requirements • Presentation and delivery requirements, including alerts, conditions, and notifications • Finalized KPI requirements, including their specific calculation • Justification for non-SAP-provided content • Modified business processes, roles, and SOX controls Accountability: IT • Finalized data model, including: • Graphic representation of data model components, their relationship and the structure of each • Data elements / fields detailed by data model component, including: • Specific data mappings or calculations • Classification of • SAP-provided content or not • Complexity of calculation for non-SAP-provided content • Data model security design • Data archiving model Accountability: Business & IT • Documented OCM requirements / activities • Key decisions made during workshop • Risks and mitigation strategies • Issues D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

  45. Blueprint Data Model Workshop Approach - L&W Post-Workshop Activities/Deliverables Accountability: Business • Review the following with the expanded business team / representatives, obtaining feedback and additional input on • Proposed business requirements • Proposed standard reporting requirements (content and functionality) • Proposed KPI’s • Proposed data model • Identified process, role, and SOX impacts • Business value to be achieved • Finalize documentation of business processes, roles, and SOX controls impacted by the proposed implementation • Complete the planning and execution of required OCM activities, including: • Stakeholder identification • Organizational and job impact assessments • Communication planning and execution • Training planning and development Accountability: IT • Design and technical specification of the: • Data model • Standard reporting • Processing requirements (configuration and programming requirements) • Security model • Data archiving model Accountability: Business & IT • Definition, design, and initial specification of the testing approach and model D R A F T Lucent Technologies – ProprietaryUse pursuant to company instruction

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