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Kick-off workshop for The data migration starter pack for SAP solutions

RDS Implementation Methodology. Kick-off workshop for The data migration starter pack for SAP solutions at Coeus Consulting, Inc. February 2013. Objective

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Kick-off workshop for The data migration starter pack for SAP solutions

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  1. RDS Implementation Methodology Kick-off workshop for The data migration starter pack for SAP solutions at Coeus Consulting, Inc. February 2013

  2. Objective Introduce the project team, align on activities and responsibilities, discuss the scope of the solution and its available options. 3 1 2 0

  3. Introduction

  4. Coeus Team Introduction • Team Lead • <Name> , Department • Team Member(s) • <Name> , Department • <Name> , Department

  5. Customer Team Introduction • Customer/Executive Sponsor • <Name> • Customer Operational Management • <Name> , Department • <Name> , Department • <Name> , Department • Customer Team Members • <Name> , Department • <Name> , Department

  6. What Does Project Success Really Mean? Functional Goals Business Goals Achieving the requested modifications or improvements in the business Project Goals • Schedule Compliance Budget Compliance

  7. Success Depends on Everybody Involved Project success is the sum of everybody‘s daily work and decisions. Processes Management Project Key User Team Organization Technology We look forward to realizing a successful project with you.

  8. Solution Overview

  9. Business Challenge 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 • Ensure migration that complies with any applicable requirements 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

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

  11. Keys Benefits Fast to deploy 1 Enterprise class Information Management & BI platform 2 Quick Return On Investment 3

  12. Scope Items & Solution Value Profile • Foundation and Scope Items • All software required for a successful migration project • Pre-delivered migration content and reports specific to target SAP system • Fixed price consulting package • SAP Rapid Deployment Solutions value profile • Preconfigured software • Ability to reuse content after migration for continued integration • Rapid and affordable, flexibly priced solution • Simple buying process • Clear path to a complete data migration

  13. Service Building Blocks (On Premise) SAP ERP-CRM Package (RDM_ERP_CRM_DS41) Possible Service Flavors: Base Module + Install Module (if required) + Starter Module for ERP and/or CRM (at least 1 based on scope customer chooses) 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 transactions) 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 object types in the list of CRM objects Installation Module • Installation of SAP Data Services 4.1, BI 4.0 (optional), Information Steward 4.1 Base Module (Common to all Options 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 common deployment activities of the Migration Starter Service

  14. Service Building Blocks (On Premise) SAP Utilities Package (RDM_CRM_UTIL_DS41) Possible Service Flavors : Base Module + Install Module (if required) + Starter Module for Utilities Utilities 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: Migration of the 25 objects in the list of Utilities objects Installation Module • Installation of SAP Data Services 4.1, BI 4.0 (optional), Information Steward 4.1 Base Module (Common to all Options 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 common deployment activities of the Migration Starter Service

  15. 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

  16. 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

  17. 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

  18. 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

  19. 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

  20. SAP Data migration to SAP systemArchitecture Data Staging and Test Environment Legacy Data Environment Loading Target Environment Dashboards and Business Reporting Performance Analysis Staging Area Pre-Built load routines for SAP Objects Flat Files/ Excel Data Services Platform Name Parsing ISMW file or iDocs Extract & Profile Databases SAP Configuration Extraction Address Parsing & Correction Business Validation Rules Transform Data into SAP structure Validate & Load Transform Cleanse Material/Product Parsing Automatic SAP Config Validation Matching Reconciliation Applications Transparency, Communication and Governance XML

  21. Data 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

  22. Implementation Approach

  23. 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

  24. Rapid Deployment with Data Services and BI Platform (1/2) Pre-packagedRAPID DATA MIGRATION CONTENTto dramatically reduce delivery time and provide ROI Pre-configuredINSTALLATIONto accelerate BI and DS implementation BEST PRACTICES toguideproject to success

  25. Rapid Deployment with Data Services and BI Platform (2/2) What‘s in Rapid Deployment of Data Migration with Data Services and the BI Platform? INSTALLATION : • Provides pre-configured software files for server applications (BI & DS) • Provides installation of all necessary client tools for administration, development and deployment RAPID DATA MIGRATION CONTENT: Rapid Data Migration consists of pre-packaged, subject area specific content for migrating data to SAP: • Pre-built Data Services content (ETL) • MigrationServices tool to manage the lookup tables • Pre-built BI reports for monitoring status and progress • Ability to reuse content after migration for continued integration • Clear path to your full data migration, data integration, data quality, data governance needs • BEST PRACTICES: Pre-defined service which guides the customer through all the necessary steps to obtain project success • Templates, WBS, Qualification Questionnaire, Requirements Checklist, Roles & Responsibilities • Implementation Approach and Methodology • Identify what is required and the effort involved to customize the Rapid Data Migration

  26. Scope (1/2)

  27. Scope (2/2)

  28. Deliverables Customer • Servers and Software Installed • List of Options Selected • ERP/CRM: Licensee data cleansed (if needed) • Utilities: Licensee data cleansed (as per scope in section 1) • User Acceptance Testing • Switch to Production • End user Training • Go Live and go live support • Kick Off Workshop • Installation Module : Installation of SAP Data Services, SAP Information Steward and SAP Business Intelligence • Confirm Installation • Activation of Solution • Confirm Activation of Solution • Key User Training Workshop • Go-Live assistance. Coeus

  29. Project Organization Project Sponsor CEM Customer Project Manager Coeus Project Manager Resourcing Technology Consultant(s) Technology Consultant(s) Application Consultant(s) Application Consultant(s)

  30. Customer Team Responsibilities • 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 • IDoc skills (ERP/CRM) • 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

  31. 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 • Technology Consultants • Implement the data mapping within Data Services • Run data migration end-to-end tests

  32. Modular Selection

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

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

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

  36. 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

  37. 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

  38. 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

  39. 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

  40. 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

  41. 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

  42. Communication • E-Mail • Electronic exchange of information and documents: • Within the SAP project, the exchange of information and documents generally takes place without paper. • Exceptions consist of approved concepts, data transfers, etc that must be signed by the respective person in charge. • Attachments generally have to be sent as shortcuts/links. PM – Project Management PS – Project Sponsor STL – SAP Team Lead FT – SAP & Customer Full Team Phase-related modifications in frequency Calendar Project members manage their appointments/absence via the calendar feature: • Each project member records their personal appointments in the electronic calendar. • The same goes for absence, e.g. vacation. • Using the calendar for planning meetings facilitates effective scheduling and sending of invitations. Meeting • Weekly • (No meeting without agenda and protocol)

  43. Contact information: Donna Leong Managing Director Coeus Consulting T +1 888 317 6488 ext 706 C +1 510 967 1908 F +1 510 887 7959 Thank You!

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