Consultant Delivery Guide
data migration starter pack
for SAP solutions
February 2013
Consultant Delivery Guide
» Rapid Data Migration Overview
■ Service Description
■ Key Deliverables
■ Service Building Blocks
» Project Planning
■ Service Organization
■ Service Delivery Team (Coeus / Customer)
■ Timelines
» Step-by-Step Guidelines for Service Delivery
■ Detailed guidelines can be found in RDS Step-by-step guide
» Further Information
■ On-boarding information for the project team
■ FAQ
■ Tips & Tricks
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Data migration starter pack for SAP solutions
High-Level Service Description
What is the data migration starter pack for
SAP solutions?
Designed for SAP Rapid Deployment Solution (RDS) customers
looking to migrate their current data to SAP ERP, CRM or Utilities
A jump-start on data migration with a mature information
management infrastructure & proven implementation methods
SAP DATA
SERVICES
TARGET
PREDEFINED
BUSINESS
CONTENT
An approach based on Rapid Deployment Solution packages
with fixed scope and fixed price
A service targeted to small and midsize enterprises as well as
dedicated business units of large enterprises
RDS
CONTENT
&
APPROACH
Customer Advantages
Oriented toward customer needs
Fast and cost-effective solution reducing project risks
Based on predefined business content and user-friendly SAP
Rapid Data Migration
BusinessObjects Data Services Tool
Professional consultancy
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Rapid Data Migration Content
Major 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
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Software Requirements for ERP/CRM Package
Product
Product Version
Component
Logical Component in
SAP Solution Manager*
Comments
SAP ERP
SAP ECC6 EHP3 or above
SAP_APPL release 603 or above
Not required
For ERP objects
SAP ERP
SAP ECC6 EHP4 or above
SAP_HR release 604 or above
Not required
For HCM objects
SAP ERP
SAP ECC6 EHP3 or above
EA-RETAIL release 603 or above
Not required
For Retail objects
SAP CRM
SAP CRM 7.01 or above
Not required
For CRM objects
SBOP BI Platform 4.0 ENTERPRISE Server
SP04 or above
Not required
SBOP BI Platform 4.0 –
Enterprise Client Tools
SP04 or above
Not required
SBOP Data Services 4.1
SP00 Patch2 or above
Not required
SBOP Information
Steward 4.1
SP01 or above
Not required
For Data Profiling
and Data Quality
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Software Requirements for Utilities Package
Product
Product Version
Component
Logical Component in
SAP Solution Manager*
Comments
SAP Solution Manager
SAP Solution Manager 7.0
SAP EHP 1 for SAP
Solution Manager 7.0
Not required
Optional implementation
tool
SAP ERP
SAP ERP 6.0
SAP ECC Server
ERP60_ECCSERVER
SAP ERP ENHANCE
PACKAGE
EHP4 FOR SAP ERP 6.0
SAP ECC Server Pack
successor
ERP60_EHP4_ECCSERVE
R
SAP
Utilities/Telecommunication
SAPK-60401INISUT
SAP IS-UT
Not required
Fast-Track Implementation for
SAP Utilities
EHP4 FOR SAP ERP 6.0
Not Applicable
Logical SOLMAN
Component
SBOP BI Platform 4.0 ENTERPRISE Server
SP04 or above
Not required
SBOP BI Platform 4.0 –
Enterprise Client Tools
SP04 or above
Not required
SBOP Data Services 4.1
SP00 Patch2 or above
Not required
SBOP Information Steward 4.1
SP01 or above
Not required
Contact SAP Consulting
for details
For Data Profiling and
Data Quality
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Data migration to SAP system
Architecture
Legacy Data
Environment
Data Staging and Test Environment
Performance
Analysis
Loading
Target
Environment
Dashboards and
Business Reporting
Staging Area
Flat Files/
Excel
Pre-Built load
routines for SAP
Objects
Data Services Platform
Databases
Cleanse
Transform
Name Parsing
Applications
Extract & Address Parsing
& Correction
Profile
Material/Product
Parsing
Matching
Transform
Data into SAP
structure
ISMW
file or
iDocs
Validate
& Load
SAP
Business
Validation Rules
Automatic SAP
Config
Validation
Reconciliation
SAP
Configuration
Extraction
XML
Transparency, Communication
and Governance
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Rapid Data Migration to SAP ERP/CRM/Utilities
Master Service Description
Opportunities
Service Description
 Customer has chosen SAP ERP, CRM or Utilities to replace their legacy
system
 Customer has to make decision on ETL vendor to extract and transform data
from legacy sources to be ready for loading into SAP system.
Benefits
 Best practice functionality
based on prescriptive scope
 Reduced implementation costs and
realization time
 Fast to deploy
 Experienced, qualified consultants
 Automation of extraction and
transformation logic.
 Fixed-price model and
preconfigured processes
Efforts
 Delivery Method:
Remote & Onsite with local region and GD
 Implementation:
 ERP : up to 11 weeks
 CRM: up to 15 weeks;
 Utilities: up to 34 weeks
Related Services
After this service, you can add the following services:
 IT SDO RDS
 Implementation of Data Archiving Strategy
 Implementation of Data Cleansing Strategy
 Data Governance & Master Data Management
Further Information
 SBO Software: Data Services 4.1 Enterprise BI 4.0 (optional), Information
Steward 4.1
 Contact: Global – Jerome.Delune@sap.com ,
 This solution provides data migration to the SAP Rapid Deployment Solution
(RDS) for ERP, CRM or Utilities. The solution 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 object types including 19 objects
 Utilities: 25 objects
Content of Service
 Start phase includes:
 Workshops to confirm predefined requirements
 Deploy phase optionally includes:
 Software Installation services as a part of this Service for
twoenvironments (dev and prod)
 Deploy phase includes:
 Installation and configuration of the RDS content
 Data profiling, mapping workshops, mapping of the selected objects
and testing in DEV environment
 Training to key users
 Up to three mock-up test runs
 Run phase (Go-Live):
 Support a pilot go-live for data migration
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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

Specific set up of the Migration Starter Service

Migration implementation of the objects defined in the
Base Module

Migration implementation of the objects defined in the
Base Module

Test and Go-live Support

Test and Go-live Support
Note: 5 objects (3 masters + 2 transactions) out of the
ERP list of objects
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
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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 25 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
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List of Objects for the ERP Starter Module
■ Secondary Cost Elements
■ Service Master
■ Fixed Assets
■ Characteristic Master
■ Accounts Payable/Receivable
■ Functional Location
■ Class Master
■ Work Centers
■ Purchasing Requisitions
■ Activity Types
■ Service Master
■ Contracts
■ Activity Prices
■ Equipment
■ Scheduling agreements
■ Customer Master
■ Standard hierarchy
■ Material stocks WM
■ Vendor Master
■ Profit Centers
■ Reference operation set
■ Material Master
■ Cost Centers
■ Order reservation
■ Material Classification
■ Exchange Rates
■ Planned independents requirements
■ Material QM Inspection Type
■ Object Dependencies
■ Open deliveries
■ Material External Customer
Replenishment
■ Sales Orders
■ Purchasing Info Records
■ Internal Order
■ Inspection Methods
■ Source List
■ Master Inspection Characteristics
■ Work Breakdown Structure
■ Inspection Plans
■ Functional Locations
■ Bill of Materials
■ Bank
■ Routings
■ Configuration Profiles for Material
■ Purchase Orders
■ SD Pricing
■ Inventory Balances
Master Data Objects
Transactional Data Objects
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Deliverables
Customer
Coeus

Kick Off Workshop

Servers and Software Installed

Installation Module : Installation of SAP Data
Services, SAP Information Steward and SAP
Business Intelligence

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

Confirm Installation

Activation of Solution

Confirm Activation of Solution

Key User Training Workshop

Go-Live assistance.
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List of Objects for the CRM Starter Module (1/2)
#
Migration Object
Description
Prerequisites
1
BUSINESS PARTNER
Business Partner – Customers
2
BUSINESS PARTNER
Business Partner – Contact Persons
3
BUSINESS PARTNER
Business Partner – Employees
4
BUPA_HIER
Business Partner Hierarchies
1
2
5
BUPA_REL
Business Partner Relationships
1
2
6
BUSINESS TRANSACTION
Business Transaction – Tasks
3
7
BUSINESS TRANSACTION
Business Transaction – Activities
3
8
ORG STRUCTURE
Enterprise Organizational Structure
3
9
EXCHANGE_RATE
Exchange Rates
10
BUSINESS TRANSACTION
Business Transaction – Knowledge Articles
1
2
3
11
BUSINESS TRANSACTION
Business Transaction – Incidents
1
2
3
12
BUSINESS TRANSACTION
Business Transaction – Problems
1
2
3
13
BUSINESS TRANSACTION
Business Transaction – Service Requests
1
2
3
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List of Objects for the CRM Starter Module (2/2)
#
Migration Object
Description
Prerequisites
14
BUSINESS TRANSACTION
Business Transaction – Requests for Change
15
PRODUCT_MAT
Product – Materials
9
16
PRODUCT_SRV
Product – Services
9
17
BUSINESS PARTNER
Business Partner – Prospects
18
BUSINESS TRANSACTION
Business Transaction – Leads
19
BUSINESS TRANSACTION
Business Transaction – Opportunities
1
2
3
17
1
2
15
16
17
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List of Objects for the Utilities Starter Module (1/2)
#
Migration Object
Description
Prerequisites
1
PARTNER
Business Partner
2
PART_REL
Business Partner Relationship
3
ACCOUNT
Contract Account
4
DEVICE
Device
5
CONNOBJ
Connection Object
6
PREMISE
Premise
7
DEVLOC
Device Location
8
NOTE_DLC
Notes to Field Service for Connection Object
9
INSTLN
Utility Installation
6
10
FACTS
Individual Facts for Utility Installation
9
11
INSTMGMT_T
Installation Management Technical
4
7
12
INSTMGMT_B
Installation Management Billing – Related
4
9
13
MOVE_IN
Move In Contract
3
9
1
2
1
5
4
5
6
5
7
9
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List of Objects for the Utilities Starter Module (2/2)
#
Migration Object
Description
Prerequisites
14
DOCUMENT
FI-CA Document
1
3
13
15
INSTPLAN
Instalment Plan
1
3
14
16
SECURITY
Security Deposit
1
3
17
STRT_ROUTE
Meter Reading Sequence
4
9
18
METERREAD
Meter Reading
4
19
BCONTACT
Customer Contact
1
20
BCONT_NOTE
Notes
21
PROPERTY
Owner Assignment
22
BBP_EXT
Budget Billing Plan with External Scheduling
1
3
9
13
23
DISC_DOC
Disconnection Document
3
4
9
13
24
DISC_ORDER
Disconnection Order
25
DISC_ENTER
Disconnection
19
1
3
6
5
9
23
4
9
13
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Consultant Delivery Guide
» Rapid Data Migration Overview
■ Service Description
■ Key Deliverables
■ Service Building Blocks
» Project Planning
■ Service Organization
■ Service Delivery Team (Coeus / Customer)
■ Timelines
» Step-by-Step Guidelines for Service Delivery
■ Detailed guidelines can be found in RDS Step-by-step guide
» Further Information
■ On-boarding information for the project team
■ FAQ
■ Tips & Tricks
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Organization
Project Sponsor
Customer Project
Manager
CEM
Coeus Project
Manager
Resourcing
Technology Consultant(s)
Application Consultant(s)
Technology Consultant(s)
Application Consultant(s)
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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
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
–Technology Consultant(s)
• Contribute to the implementation of the Rapid
Data Migration
• Work alongside the Coeus 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)
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Coeus Team Responsibilities
–Project Manager
•Technical and commercial project management
•Ensures delivery & status of Coeus’s deliverables
•Liaises with customer Project Manager for status
reporting
•Controls Coeus 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
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Modular Selection
Selection
ERP + Install CRM + Install
Modules
Modules
Installation

ERP


ERP Module
CRM Module


55 days
170 days
ERP + CRM +
Install
Modules
ERP + CRM
Modules


Utilities
55 days
Utilities
Module


CRM
Duration
Utilities +
Install
Modules




105 days
99 days

52 days
52 days
167 days
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Summary: Organization, Roles, Effort Estimation
Base Service + Installation Module + ERP Module
Service (Delivery) Owner/s: Jerome Delune
Expected Service Delivery Time: 11 Weeks
SERVICE DELIVERY TEAM
Customer
Coeus
Role
Organization
Pace Profile/s
(Solution, Competency, # of Days
Industry)
Remote
K-Level
(Optional)
Project Manager
Nearshore
PACE-PM
13
54%
K5
Technology Consultant
Local
PACE-BA-EIM Enterprise
Information Mgt
39
1%
K5
Application Consultant
Local
Defined by objects
selected
24
2%
K6
Technology Consultant(s)
Offshore
PACE-BA-EIM Enterprise
Information Mgt
22
100%
K4
Total (Coeus):
98
30%
Project Manager
IT
PACE-PM
40
Technology Consultant (s)
IT
PACE-BA-EIM Enterprise
Information Mgt
71
Application Consultant (s)
IT
Defined by objects
selected
52
Total (Customer):
163
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Summary: Organization, Roles, Effort Estimation
Base Service + Installation Module + CRM Module
Service (Delivery) Owner/s: Jerome Delune
Expected Service Delivery Time: 15 Weeks
SERVICE DELIVERY TEAM
Coeus
Role
Organization
Pace Profile/s
(Solution, Competency, # of Days
Industry)
K-Level
(Optional)
Project Manager
Nearshore
PACE-PM
20
58%
K5
Technology Consultant
Local
PACE-BA-EIM Enterprise
Information Mgt
55
1%
K5
Application Consultant
Local
Defined by objects
selected
44
1%
K6
Technology Consultant(s)
Offshore
PACE-BA-EIM Enterprise
Information Mgt
40
100%
K4
159
32%
Total (Coeus):
Customer
Remote
Project Manager
IT
PACE-PM
45
Technology Consultant(s)
IT
PACE-BA-EIM Enterprise
Information Mgt
86
Application Consultant(s)
IT
Defined by objects
selected
56
Total (Customer):
187
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Summary: Organization, Roles, Effort Estimation
Base Service + Installation Module + Utilities Module
Service (Delivery) Owner/s: Jerome Delune
Expected Service Delivery Time: 34 Weeks
SERVICE DELIVERY TEAM
Coeus
Role
Organization
Pace Profile/s
(Solution, Competency, # of Days
Industry)
K-Level
(Optional)
Project Manager
Nearshore
PACE-PM
62
44%
K5
Technology Consultant
Local
PACE-BA-EIM Enterprise
Information Mgt
149
0%
K5
Application Consultant
Local
Defined by objects
selected
127
0%
K6
Technology Consultant(s)
Offshore
PACE-BA-EIM Enterprise
Information Mgt
81
44%
K4
Application Consultant
Offshore
Defined by objects
selected
131
46%
K4
550
23%
Total (Coeus):
Customer
Remote
Project Manager
IT
PACE-PM
86
Technology Consultant(s)
IT
PACE-BA-EIM Enterprise
Information Mgt
316
Application Consultant(s)
IT
Defined by objects
selected
275
Total (Customer):
677
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Project Involvement
Base Service + Installation Module + ERP Module
Week 1
START
DEPLOY
2-6 weeks before
 Adapt and send pre-delivery
requirements to the customer
Week 11
Week 2 - 10
FINISH
RUN
 Install DS & BI
 Hand over Solution
 Configure RDS
 Go live
 Extraction and Profiling
START
 Prepare Project
 Perform Kick-off Workshop
 Select Options
 Check Installation
 Conduct Data Migration Workshop
 Data Mapping
 Unit Test Solution
 Train Key Users
After Go-Live
Go-Live Support
 Mock Runs
Coeus involvement
Customer involvement
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Project Involvement
Base Service + Installation Module + CRM Module
Week 1
START
DEPLOY
2-6 weeks before
 Adapt and send pre-delivery
requirements to the customer
Week 15
Week 2 - 14
FINISH
RUN
 Install DS & BI
 Hand over Solution
 Configure RDS
 Go live
 Extraction and Profiling
START
 Prepare Project
 Perform Kick-off Workshop
 Select Options
 Check Installation
 Conduct Data Migration Workshop
 Data Mapping
 Unit Test Solution
 Train Key Users
After Go-Live
Go-Live Support
 Mock Runs
Coeus involvement
Customer involvement
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Project Involvement
Base Service + Installation Module + Utilities Module
START
Week 2
Week 32
Week 3 - 31
DEPLOY
2-6 weeks before
 Adapt and send pre-delivery
requirements to the customer
START
 Prepare Project
 Perform kick-off Workshop
 Select Options
 Check Installation
FINISH
RUN
 Install DS & BI
 Hand over Solution
 Configure RDS
 Go live
 Extraction and Profiling
 Conduct Data Migration Workshop
 Data Mapping
After Go-Live
 Unit Test solution
Go-Live Support
 Train Key Users
 Mock Runs
 UAT
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Coeus involvement
Customer involvement
Project Planning
Base Service + Installation Module + ERP Module
FINAL PREPARATION
PILOT GO LIVE
Production cutover /
Switch to Production
DEPLOY
4
Solution activated and
confirmed
Week 9
Week 11
2
2 Mock Runs
3
Week 10
Week 8
Knowledge Transfer
Modifying DS Jobs & Unit Testing
Week 4
Data Mapping Workshop
START
Week 2
Kick-off / Scope
completed
Extraction and Profiling
RDS Configuration
1
Software Installation
Week 1
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Project Planning
Base Service + Installation Module + CRM Module
FINAL PREPARATION
PILOT GO LIVE
Production cutover /
Switch to Production
DEPLOY
4
Solution activated and
confirmed
Week
10
3
2
2 Mock Runs
Week 15
Week 14
Week 6
Knowledge Transfer
Modifying DS Jobs & Unit Testing
Week 4
Data Mapping Workshop
START
Week 2
Kick-off / Scope
completed
Extraction and Profiling
RDS Configuration
1
Software Installation
Week 1
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Project Planning
Base Service + Installation Module + Utilities Module
FINAL PREPARATION
DEPLOY
Production cutover /
Switch to Production
Solution activation and
confirmation
3 Mock Runs
Week 29
Week 27
Week 25
Week 24
Week 31
2
PILOT GO LIVE
4
3
Week 33
Week 34
Mock Run 2
Mock Run 1
Knowledge Transfer
Week 18
String Test
Week 13
Week 8
START
Week 4
Week 3
Kick-off / Scope
completed
Modifying DS Jobs
Data Mapping Workshop
Extraction and Profiling
RDS Configuration
1
Software Installation
Week 2
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Consultant Delivery Guide
» Rapid Data Migration Overview
■ Service Description
■ Key Deliverables
■ Service Building Blocks
» Project Planning
■ Service Organization
■ Service Delivery Team (Coeus / Customer)
■ Timelines
» Step-by-Step Guidelines for Service Delivery
■ Detailed guidelines can be found in RDS Step-by-step guide
» Further Information
■ On-boarding information for the project team
■ FAQ
■ Tips & Tricks
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1. START
Flow of activities
Customer
Coeus Manager
Coeus Technical
Coeus Functional
1. Receive delivery activation
notification
2b. Provide Personalization
Information
2a. Call customer, confirm
expectations, dates, and next
steps
3. Agree on all dates for
scheduled activities
4a. Update delivery team,
send status e-mail
4b. Consultant Ramp Up
5. Perform Kick -Off Workshop
6. Send Pre-Delivery Checklist
7. Complete Prerequisites
8. Confirm Prerequisites are
Complete
9. Acceptance Sign Off
Deploy
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1. START Phase
Overview – Key Activities
#
Description
Completed
1.1
Receive signed Statement of Work
Yes / No
1.2a
Call customer, confirm expectations, agree on dates –
•Review the detailed activity plan provided in the Schedule worksheet in the Schedule and Effort
Estimation Excel. This will provide an overview of the task hierarchies for the service
Yes / No
•Review the key deliverables and the contractually stipulated deliverables listed in the WBS of
Deliverables
1.2b
Customer provides all the Personalization Information
Yes / No
1.3
Agree on dates for all scheduled activities.
Yes / No
1.4a
Update delivery team, send status e-mail to sales/consulting manager / project manager…
Yes / No
1.4b
Ramp up the consultant
Yes / No
1.5
Prepare for workshop. Coeus’s and the customer’s project manager jointly prepare for the project kickoff workshop. Coeus’s solution architect prepares the workshop content.
Conduct Kick-off, Business Process Knowledge Transfer and Options workshop. A one day workshop
is held to:
Yes / No
•Demonstrate the packages (as part of business process knowledge transfer) to be implemented and to
define the project steps and basic configurations (such as master data replication).
•Discuss and decide upon customer-specific options.
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1. START Phase
Overview – Key Activities
#
Description
Completed
1.6
Send prerequisites to the customer –
•Read and review the Pre-delivery Requirements and Checklist and then send it to the customer
Yes / No
1.7
The customer should have installed the software components prior to the start of the project and
created all necessary user IDs for the project team in the systems as defined in the pre-requisites.
The customer ensures that they are all fulfilled (e.g. installed software, create support user/s, open
remote connection).
The customer confirms all the pre-requisites
Yes / No
1.8
Consultants confirm in turn that the pre-requisites are all met
Yes / No
1.9
Start Phase Acceptance Sign-off
Yes / No
Key Outputs or Deliverables
•
Pre-delivery Checklist
•
Scoping Questionnaire
•
Customer environment is ready for starting the Deploy phase
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2. DEPLOY Phase
Flow of activities
Customer
Project Manager
Review and
finalize outcome
from the workshop
Coeus Technical
1.1.
1.
Coeus Functional
4. Data Services
3. Data Services
Architecture Design
Installation and
Configuration
(DEV, PRD)
5. Source Data Extraction & Profiling
2 . Capture final design
6. Conduct Data Mapping Workshop
7a. Complete Blueprint
By updating Mapping Template (XLS)
7b. Answer open questions for scoping / setup
8b. Scope Acceptance /
Sign Off
8a. Confirm
Scope Fit / Gap
Deploy Next
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2. DEPLOY NEXT
Flow of activities
Customer
Coeus Manager
Coeus Technical
Coeus Functional
Deploy
9. Ensure access to
Legacy data source
10. Modify Workflows based on Blueprint & Unit Test
11. Map Input values in the Lookup Maintenance Application
13. Knowledge
Transfer
12. Test & Troubleshoot:
14a. Mock Runs
14b. User Acceptance / Sign Off
Run
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2. DEPLOY Phase
Overview – Key Activities
#
Description
Completed
2.1
Review and finalize outcome from the workshop.
Yes / No
2.2
Capture final design. The joint project team initiates and completes the scope items decided during the
workshop.
Any additional scope not covered in RDS will be considered change request/change order.
Yes / No
2.3
Architecture Design must be completed for the Data Services set up.
• Set up the connectivity to Source Data and conduct the Data Profiling of the legacy system.
• Technical resources will deploy the Migration Services Web Application and Best Practices content
• Required developer ids and admin ids will be created and updated in a configuration document.
Yes / No
2.4
Install Data Services on a 2 Tier Landscape (DEV, PRD) and Configuration of Best Practices
Yes / No
2.5
Conduct the data extraction and profiling from the legacy system
Yes / No
2.6
Conduct a data mapping workshop to finalize the data mapping and confirm the user defined options
Yes / No
2.7
Complete Blueprint by updating the Data Services mapping templates
Get feedback from the customer
Yes / No
2.8
Confirm scope and get acceptance of the scope
Yes / No
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2. DEPLOY Phase
Overview – Key Activities
#
Description
Completed
2.9
Customer to ensure that the required security access is set up properly on the Source and Target
systems
Yes / No
2.10
Modify the Workflows based on the updates from the Mapping Workshop
Leverage the Migration Services web application to update the Look-up Data within the database
directly
Yes / No
2.11
Map Input values in the Lookup Maintenance Application
Yes / No
2.12
Test & Troubleshoot:
•Execute Object Processing Job
•Review Invalid Output
•Import SAP Data
•Run Reconciliation Jobs
•Business Process Check
Yes / No
2.13
Knowledge Transfer - Train Key Users
SAP consultants provide knowledge transfer to key users. The customer is responsible for developing
end-user training content. Knowledge is transferred to the customer’s IT staff “on the job”. It is assumed
that customer provides full-time IT personnel who can take up the ownership of production setup and
support activities for going live.
Yes / No
2.14
Mock Runs
Customer will execute User Acceptance Testing and sign-off on UAT
Yes / No
Key Outputs or Deliverables
•
•
•
•
Solution has been configured/developed
Key Users have been trained
Testing has been performed and issues resolved
Customer is ready to start the Run phase
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3. RUN Phase
Flow of activities
Customer
1.1.
Senior Application Consultant
Application Consultant
Prepare End User
training
1.2.
1.3.
Project Manager
Execute UAT
Approve tests and
hand-over
1.4. Set-up
production system
5. Go-Live Support
6. Project Acceptance
and Closure
Delivery Acceptance
Criteria and Sign-off
1.7.
Sign-Off
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3. RUN Phase
Overview – Key Activities
#
Description
Completed
3.1
Customer prepares End User training and responsible for testing quality gates.
Yes / No
3.2
Customer performs UAT tests.
Yes / No
3.3
Approve tests and hand-over solution – Customer approves tests and official hand-over of the RDS
solution from consulting to customer.
Yes / No
3.4
Customer prepares cut over
Customer executes cut-over plan to Production system.
Yes / No
3.5
Go-Live Support
Coeus provides two to four days remote support following go-live.
The customer is responsible for support after going live.
Yes / No
3.6
Project Acceptance and Closure - Read and review the Delivery Acceptance Criteria and Sign-off
document and then send it to the customer.
Yes / No
3.7
Sign-off – Together with the customer, go through the Delivery Acceptance Criteria and Sign-off
document and sign it off, capture any feedback / lessons learned.
Yes / No
Key Outputs or Deliverables
•
Delivery Acceptance Criteria and Sign-off
•
Service Delivery completed and customer signed off
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When to Use the Templates/Guides
Start (Scoping / Setup)
4 weeks before
Pre-Delivery
Requirements
and Checklist
Qualification
Questionnaire
SOW
Run (Go-Live)
Deploy (Realization, Cutover & Final Prep)





Data Services Data Mapping Document
Template
Data Services Quick and Configuration
Guides
Business Process Documentations
Test Plans and Scripts
User Training

Delivery
Acceptance
Criteria and Signoff
Start delivery


Scoping Questionnaire
Project Kick-off
Presentation
Generic document relevant throughoutthe whole Service Delivery cycle :
 Step by Step Guide
 Consultant Delivery Guide
 WBS Document
Please find the complete list accelerators in the Rapid Data Migration Bill of Material
and when to use them…..
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Consultant Delivery Guide
» Rapid Data Migration Overview
■ Service Description
■ Key Deliverables
■ Service Building Blocks
» Project Planning
■ Service Organization
■ Service Delivery Team (Coeus / Customer)
■ Timelines
» Step-by-Step Guidelines for Service Delivery
■ Detailed guidelines can be found in RDS Step-by-step guide
» Further Information
■ On-boarding information for the project team
■ FAQ
■ Tips & Tricks
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RDS On-boarding Information
To be prefilled before service delivery.
The objective is to assure that team
members understand the customer and
Logistics .
!! To be prefilled by Project Manager !!
Include engagement specific on-boarding documentation for consultants
Start Date
Location
Team/Project Introduction
Client Specific ID card application forms
Client Side Org Chart and Key members
Client Holidays
Milestone dates based on the then current date
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On-boarding documentation
Recommended Reading
To be prefilled before service delivery.
The objective is to assure that team
members understand the customer and
Logistics .
!! To be prefilled by Project Manager !!
<Links to customer website>
<Link to AIM Company Annual Report 2007>
Company Project Location
Consultants will work at the following locations:
<Service Phase>
<Service Phase>
<Service Phase>
<Address>
<Address>
<Address>
Key Contacts at the customer site (to address logistic questions)
<Name>
<Name>
<Name>
<Role>
<Role>
<Role>
Accommodation
Accommodations are provide by the client through an agreement with the <Hotel in City>. This hotel is
located directly across the street from the client site. Every effort should be made to make Hotel reservations
two weeks prior to an onsite visit and must be facilitated between the client representative and the hotel.
Forward your arrival and departure date details to <Colleague> at <Mail>. <Colleague> will confirm the
reservation with the client for you and send you a confirmation e-mail. When you arrive onsite take a taxi to
the hotel location.
<Link of Hotel>
Directions to the Company from the Hotel
<Please add City Map>
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Frequently Asked Questions
Common to all packages
Q: What is the value of the service to SAP?
A: The RDS for Data Migration for SAP is designed to demonstrate the potential of SAP’s Data Migration
products and Best Practice Content.
This can lead to additional opportunities with the customer in terms of:
• License sales
• Consultancy revenue
• Additional RDS sales
Q: There is only a few days of project management assigned to this RDS, who is responsible for dayto-day project management activities?
A: As the majority of the work is undertaken by the SAP Data Migration Consultant they would be expected
to assume the day-to-day project management activities, reporting to the part-time project manager.
Q: The delivery timescale is very tight for such a project, how do I ensure it is delivered on time?
A: The project kick-off meeting is there to ensure all parties understand what they need to deliver and when.
This is a good time to re-affirm the importance of meeting deadlines given the short timescales.
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Frequently Asked Questions
Related to ERP
Q: Why does the customer need to decide on their migration objects so far in advance of the project
start?
A: The objects to be migrated need to be decided early to enable resource teams to assign the correct SAP
Functional Consultant to the project.
Q: What constitutes a “medium complexity” Data Migration object?
A: There is no definitive answer to this, however it is important control customer expectation during the kickoff meeting to ensure what is agreed can be delivered within the allocated timescale.
Limiting the number of attributes migrated for an object will still demonstrate the capability.
A possible example object selection might be:
 Vendor Master and open Purchase Orders & Customer Master and open Sales Orders & Bank
Q: Why are the data volumes limited?
A: The limitation is there as a guide to control the duration of the migration and demo test runs. If volumes
exceed this, the source data can be filtered and this will still demonstrate the capability.
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Tips & Tricks









Ensure a broad selection of stakeholders, from senior management to end
users, executive sponsors (SAP & customer) to various team leads and
members.
Ensure a well prepared, agreed and bought-in interview agenda, so attendees
are available in time and agree to the review topics.
Conduct separate interview sessions with team leads, team members, customer
and SAP project managers, stakeholders and business process owners; ideally 1
or 2 persons per session.
Focus on values delivered by this project: are customer expectations understood
by the entire project team and properly transformed into a solution?
Actively listen to your interview partners. Avoid extensive discussions about
solutions that may consume valuable time of your tightly scheduled interviews.
Join the team for lunch or dinner, more important information about the project
may be available only outside the project premises, on a more informal basis.
Act independently and unbiased when evaluating risks and issues. Being
external to the project is your key advantage and induces trust.
Follow your intuition and experience; don’t stick too close to the review
guidelines and content in PMR Tool, use built-in questions as “door opener” only,
to get better access to the real critical topics.
The pure presence of project documents does not give much information about
the project status; the absence of project documents says so much more.
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Further Information
– Sales Kit
Link to Collaboration Room
Link to Service Browser
– ASAP Roadmap Composer
Add link to Roadmap or add instructions
– SAP Portal Page
Link to relevant cRoom or Portal Page
– …..
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Questions?
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Key Contacts
Allan Agustin
Account Executive
aagustin@coeusconsulting.com
+1 510 470 6469
Donna Leong
Director
dleong@coeusconsulting.com
+1 510-967-1908
Brandon Toombs
Architect
btoombs@coeusconsulting.com
+1 469-233-9509
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© Coeus Consulting, Inc .