Introduction to BizXpert
Background, overview and tools
Kartik Khandwala
March 2013
Confidential
Session Objectives
Understand how we got here and the importance for
the change
Provide you with enough knowledge to explain the
benefits of BizXpert to your customers
Understand the key project activities and the
concept of project checkpoints for succesful
projects
Know where to go to get additional information and
support and how to provide essential feedback
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Agenda
 Methodology Overview
 Tools
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AGENDA
 Background
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Background
Drivers for the new methodology and how it evolved
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PS is a large component in NPS
Net Promoter Score (NPS)
32% or one in three
responses mentioned PS or
Implementation Process as
an area of improvement.
The other areas were:
Product / Ops
Support
Sales
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What is the need for a new methodology?
1.
No common framework (BizX Core, EC, LMS, RMK and WFA/P all are
differently implemented)
2.
No centralised Project Management Office (PMO) function for all products
3.
Tools and Accelerators that are either outdated or not used consistently
4.
No centralised knowledge repository for existing and new consultants
5.
To streamline and/or improve current implementation processes
6.
To unify with and learn from SAP Cloud methodology
7.
To SIMPLIFY the current methodologies
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Big Wins
SF Consultants and all project
documentation will reference
the same methodology phases
and tasks – consistent framework
Benefit
Consistent customer experience, single
storyline and no confusion
The new methodology will be maintained
and owned by the PMO
Benefit
Accountability for Consistent Updates
as the Business Evolves
MySP Methodology site, Customer Project
Sites, Project Dashboard, Customer
Community - Tools
Benefit
Improved knowledge management for
Consultants and Customers and robust
reporting for Management
Revised / New Accelerators and
automation of Consultant tasks
Benefit
Reduction in Consultant Effort
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Methodology – “result of our collective experience”
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
PS 2.0 feedback
Feedback from the previous town hall meetings and surveys
PEPS team
Interviews with key PS personnel
Industry standards such as PMP, PRINCE2, and Agile
Detailed analysis of the strengths of the current methodologies
Reviews with key PS personnel
Leveraging SAP Cloud PMO experience
Guidance from SAP Cloud
Reviews with our senior leadership team: Shelly + Regional Vice Presidents
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Executive Approval
“This new methodology merges the current four methodologies into one unified
methodology combined with new features from SAP's Cloud methodology. This
will be a key component for our success in 2013. We will be able to deliver
all our services based on the same methodology, reduce effort and simplify the
ramp-up of new hires, all of which will help improve the Net Promotor
Score.”
Shelly Heiden
Vice President, Global Professional Services
13 February 2013
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Methodology Overview
Five phases of the methodology
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BizXpert Phases
Sales
Prepare
Realize
Verify
Launch
Sales is not an official customer facing BizXpert phase. It is included
because it is important for Consultants to understand how Sales impacts the
success of a project.
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BizXpert Methodology Map (Overview)
Sales
Lead determination
Set Scope & Pricing
SOW Process –
Functional and
Technical scope
Transition from
Sales to PS
Provisioning
Prepare
Project Team Orientation
Internal Kick-off
Project Planning &
Resource booking
Kickoff Meeting
Requirements Gathering
Workshops
Realize
Config / Req
Refinement
Data Migration
Extensions / Technical
developments
Data imports/exports
[integrations]
Unit Testing / Config
Verification
Verify
Integration Testing
User Acceptance Testing
Go-Live Training
Launch
Go-Live Planning
Cut over plan
Customer Success Transition
Go-Live Support
Project Closeout and
Lessons learnt
[Checkpoints are milestones where all stakeholders of the implementation project agree that specific deliverables meet
the requirements and consequently that the project can continue.]
Sales to PS
Transition
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Scope & Project
Readiness
Configuration
Acceptance
Integration Testing
Acceptance
Production Readiness
Acceptance
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BizXpert - Sales
The Sales phase lays the foundation for a successful implementation, creating a
joint understanding of the project scope, project goals and how to achieve them.
Goals and Objectives
• Understand customer needs and
expectations
• Determine implementation scope and pricing
• Initiate provisioning
• Sales to Professional Services transition
Accelerators
• Implementation Scoping Questionnaire
• Implementation Estimator
• SOW template
• Schedule A template
• Sales to PS transition checklist ***
• Customer Welcome kit
• Module Readiness Checklists
***Sales to PS Transition Checkpoint
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BizXpert - Prepare
The Prepare phase readies the project team for implementation through project
planning, training the Customer on the core functionality, and making configuration
decisions.
Goals and Objectives
• Project Team Mobilization
• Project Planning
• Familiarize Customer with Baseline
Functionality via PTO
• Kickoff Meeting
• Requirements Gathering Workshops
• Technical Workshops
Accelerators
• Internal kick-off checklist ***
• Project Plan (Excel)
• PTO Training Curriculum
• Kickoff Meeting Deck
• Configuration Workbooks
• Technical Workbooks
***Scope & Project Readiness Checkpoint
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BizXpert - Realize
The Realize phase encompasses taking the plans and requirements
determined in the Prepare phase and applying them to the system.
Goals and Objectives
• Configuration refinement
• Data migration
• Data imports/exports [integrations]
• Technical developments
Accelerators
• Customer Data Migration Training
• Configuration sign-off document***
• Technical Workbooks
***Configuration Sign Off Checkpoint
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BizXpert - Verify
The Verify phase is Customer driven and includes assessing the system
readiness as well as the Customer user base readiness.
Goals and Objectives
• Integration Testing
• User Acceptance Testing
• Go-Live Training
Accelerators
• Integration Testing Guide
• UAT Guide
• Sample Test scenarios
• Training Curriculum
Integration Testing Sign Off Checkpoint
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BizXpert - Launch
During the Launch phase the team prepares for go-live. The production
environment is prepared, the Customer Success transition occurs, and the
Customer is supported through go-live.
Goals and Objectives
• Go-Live Planning and Readiness
• Migrate to production environment
• Transition to Customer Success
• Formal Production Sign Off
Accelerators
• Go-Live Checklist
• Cut-over checklist
• CS Transition Document
• Project Closeout and Lessons
Learnt
Production Readiness Sign Off
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BizXpert Methodology Map (Overview)
Prepare
Project Team Orientation
Internal Kick-off
Project Planning &
Resource booking
Kickoff Meeting
Requirements Gathering
Workshops
Realize
Config / Req
Refinement
Data Migration
Extensions / Technical
developments
Custom Reports
Data imports/exports
[integrations]
Verify
Integration Testing
User Acceptance Testing
Go-Live Training
Launch
Go-Live Planning
Cut over plan
Customer Success Transition
Go-Live Support
Project Closeout
[Checkpoints are milestones where all stakeholders of the implementation project agree that specific deliverables meet
the requirements and consequently that the project can continue.]
Scope & Project
Readiness
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Configuration
Acceptance
Integration Testing
Acceptance
Production Readiness
Acceptance
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Typical Project Timelines
Week
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Sales
Prepare
Realize
Verify
Launch
Go-Live
8 – 12 weeks typical for PM, GM, EP, CDP, 360, Calibration
14 – 18 weeks typical for Succession, Compensation, Analytics & Planning, LMS
20 – 24+ weeks typical for Recruiting, Variable Pay, Employee Central
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What are the major changes with BizXpert? (March 2013)
Continuous support structure in place for BizXpert process, accelerators and tools
+ Checkpoints for all phases
Sales:
Realize:
•
Estimation is done pre-SOW
•
•
SSM handles scoping and pricing
•
Soft handover between Customer, SSM and PS team
•
Formal transition between SSM and project team
•
Product specific readiness checklists
Prepare:
•
System overview training (PTO) which can be taken
Success Academy recorded training on data migraton
(coming in April)
Verify:
•
Customer driven phase
•
Step for testing multi-module integration
Launch (Go-Live):
•
Project closeout process and documentation
anytime, any number of times
•
Project Dashboard maintained
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Feedback, Tools and Support
Evolution and maturity
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Methodology Champions (Official feedback channel)
o
o
o
o
o
o
Provide feedback and input on the methodology and review the updates
prior to the rollout
Provide feedback and input on the accelerators and review the updates prior
to the rollout
Consolidate regional feedback and lessons learned that are shared in regional
meetings
Participate in a bi-weekly 1 hour Global PMO meeting to discuss progress
and share regional approaches between the regions to promote standardization
of service delivery globally
Participate in a BizXpert discussion board
Drive adoption of BizXpert within regions
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Who are our Methodology Champions?
•
•
EMEA
• Richard Ighodaro
• Strausie Markham
• Nathan Wilkinson
APAC
• Pankaj Rusia
• Jigger Galvez
• Jo Morrow
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• NOAM East
• Kimberly Kestle
• Dan Howarth
• Adrienne Johnson
•
NOAM Central
• Trina Page
• Troy Billings
• Molly Swenson
•
NOAM West
• Shujie Loedolff
• Amy Sletten
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New Tools
Business Need
Solution
Single source of methodology guidance
BizXpert MySP Site
Consistent way to gather and rollup project status
Project Dashboard
Venue to share process and templates with Customers
Customer Community
Welcome Kit
Process to review project activities post launch
Project Closeout
Solution for storing and sharing Customer documentation
Customer Sites
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Coming
Soon
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New Tools
Intranet
• Site dedicated to
BizXpert content.
• Gateway to process
information and
accelerators.
• Internal only.
Coming
Soon
• Site available to
Customers and
Consultants. Single
storage location for
project documents and
issues.
BizXpert
MySP
Project
Dashboard
Customer
Site
Customer
Community
• Dashboard that
contains project
data from ByD and
allows for
Consultants to add
additional status
data.
• Internal only.
• Site that contains
the Customer
Welcome Kit and
access to PS
resources available
to Customers, SF
and Partners.
Extranet
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Ramping Up on New Tools
How do I access and use the new tools?
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Where Do We Go From Here?
Provide Feedback:
• BizXpert will continue to evolve
• Have an idea on a new approach or is there a
template or process that needs tweaking? Tell us
about it in the Submit Feedback form.
• To be reviewed bi-weekly by the PMO and
Methodology Champions
Ask Questions:
• Submit questions to the BizXpert Methodology
Discussion Board
• Call into the weekly BizXpert Open Session
(details on MySP BizXpert site)
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Next Phase
Future roll-outs
• Customer Project Sites
• Recorded Data Migration Training *
• Intro to Mastery Course on BizXpert *
• Go-Live Announcements for GTM1/2
• Prefilled configuration workbooks to reduce consultant hours!
• Collaboration with PEPS to build Best Practice Guide (per module)!
• Integration with BizXpress!
• Product innovations to support customer self-service model. Example: backups and reinstate, easy
front-end config (powerful admin tools), doing away with XML etc!
*Dates dependent on Success Academy, !Dates dependent on available of PEPS, DCOPs and other PS resources
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Ramping up
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Thank You!
Contact Information:
Kartik Khandwala
kartik.khandwala@sap.com
+44 782 7915534
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