SAP Active Global Support Optimizing the User Experience for Greater Productivity and Satisfaction A New Approach to Identifying and Resolving User Issues Optimizing the User Experience for Greater Productivity and Satisfaction Table of Contents 4Enhancing the SAP User Experience 5Three Steps to a Better User Experience Discover and Scope Analyze and Define Realize and Measure 6 The Benefits of Enhanced Usability Using UxPO to Enhance Employee Recruitment Using UxPO to Add Multiple Line Items in Sales Orders Using UxPO to Optimize Processes for Mobile Data Entry in Warehousing 9 Expanding Services to Enhance the User Experience Find Out More Disclaimer Customer Feedback Sheds Light on User Expectations Enhancing the SAP User Experience The SAP® Active Global Support (SAP AGS) ­organization works with customers of SAP ­Enterprise Support services on a variety of strategic topics. This helps participating customers become early adopters, and in turn SAP AGS can use their experiences to determine optimum deployment strategies and ­develop new services and best practices. Here we describe results from a work group dedicated to enhancing the user experience. Businesses today rely on a highly motivated and productive workforce. With a powerful solution landscape and a rich set of business-process functions, they can establish an outstanding user experience that becomes an additional strategic asset. To do so, companies must meet employee expectations about the usability of the products and services that help them perform their work. The goal is to establish a clear perception among end users of the value of these products and services, thereby gaining their highest possible acceptance. SAP AGS continuously looks for new ways to enrich the enduser experience and facilitate user adoption of SAP software. In 2012 we established a user-experience work group within the SAP Enterprise Support Advisory Council program to ­further support these efforts. In keeping with the “co-invest, collaborate, and co-invent” ­philosophy of the council, we work with SAP Enterprise Support customers around the world on new offerings that address ­user-experience issues in a systematic way. Our objective is to give customers clear recommendations for enhancing the user experience and thus user productivity and satisfaction. In listening to remarks that users have made about SAP software, we realized we needed to learn more about what users want and need. With help from SAP Enterprise Support customers, we have been able to identify and address user issues through a systematic approach to an enhanced user experience and productivity optimization (UxPO). We can now incorporate this approach in services provided to SAP Enterprise Support customers. Through the SAP Enterprise Support Advisory Council, SAP AGS works with SAP Enterprise Support customers around the world with the objective of giving customers recommendations for enhancing the user experience and thus user productivity and satisfaction. Gathering, Analyzing, and Taking Action on User Feedback Three Steps to a Better User Experience The UxPO approach involves three steps: •• Discover and scope •• Analyze and define •• Realize and measure We consider many aspects when performing this analysis. The user interface can, of course, be a root cause of low user productivity and satisfaction. But lack of appropriate training, poor system performance, or nonoptimal implementation of a business process can also play key roles. The overall process is shown in Figure 1. Discover and Scope In the discover-and-scope phase, we collect and clarify user comments. Along the way, we may uncover concerns related to the user interface, software usability, functionality, business processes, technical (infrastructure) issues, or user knowledge. We then prioritize the issues we have identified and define the scope for potential improvements. Such improvements may target specific end users, results, or key performance indicators (KPIs) that validate expected business benefits. At the end of this phase, we deliver a scoping summary document to the customer. Analyze and Define Based on the scope we’ve defined, we next analyze user issues in detail and explore possible solutions. It is key during this phase to work with actual users, not just proxies. Where possible, we try to observe users and ask them about their tasks to gain a better understanding of their challenges and the opportunities for improvement. We apply usability engineering principles to develop products that address user goals and needs. This ­involves analyzing the usage context, developing use requirements, creating a use prototype, and testing and evaluating a prototype solution with end users. The results from our root cause analysis help us examine ­appropriate solutions to usability issues. At this point we may explore proposals for a new user interface, conduct feasibility evaluations, and estimate the cost and effort involved. At the end of this phase, we deliver a solution proposal that may ­include mock-ups, wireframes, prototypes, and other user-­ interface simulations. The proposal may also discuss relevant technical and organizational considerations. The preferred sequence for implementing a new solution is as follows, starting with the simplest approach: •• Adopt: Use standard features of an existing solution, a newer release, or an enhancement package •• Adapt: Customize or configure the user interface, leveraging framework functionalities, with minimally invasive enhancements •• Develop: Create a new user interface or leverage mobile or other new channels Realize and Measure In the realize-and-measure phase, we help customers implement recommendations from the solution proposal and ­measure their success against previously defined KPIs. This evaluation may comprise summative usability tests, end-user satisfaction surveys, or measures of time and cost savings. Figure 1: The Process of Enhancing the User Experience for Productivity Optimization Improve user experience and optimize productivity Discover and scope Scoping summary Analyze and define Optimizing the User Experience for Greater Productivity and Satisfaction Solution proposal Realize and measure 5 Faster Adoption, Increased Efficiency, and Lower IT Costs The Benefits of Enhanced Usability An enhanced user experience delivers well-established ­benefits for both users and IT departments. Users can employ a new system or tool more quickly and ­easily. They can memorize functions more consistently and perform them with fewer errors. Because they can work more effectively and efficiently, they are more satisfied with the ­software and more likely to make full use of it. As the user experience improves, business and IT departments benefit from a reduced need for training and lower support costs. Using UxPO to Enhance Employee Recruitment One customer in the SAP Enterprise Support work group used the UxPO approach to improve a user interface for job applicants within an existing implementation of the SAP E-Recruiting ­application. The customer had relied on outdated technology with usability flaws that created a cumbersome job application process and often resulted in incomplete applications. As ­Figure 2 shows, not all of the eight required application steps were transparent to users, and the system requested a lot of data that the customer did not need. To address this issue, we applied the UxPO approach. Figure 2: Existing Applicant Interface Discover and Scope We thoroughly examined the customer’s user-experience ­issues and defined the scope for improvement: •• Focus only on mandatory applicant data •• Reduce the number of application steps and facilitate data entry •• Avoid submission of incomplete applications Analyze and Define We analyzed these issues and proposed three possible solutions: •• Replace the existing user interface with an improved interface based on a Web Dynpro development environment ­using the ABAP® programming language that would be adapted to the specific customer requirements •• Switch to an Adobe Flex user interface solution offered by SAP Consulting •• Switch to the on-demand Jobs2Web e-recruiting solution ­offered by SuccessFactors, an SAP company The customer chose the first solution because it offered the best cost-to-benefit ratio. We facilitated this choice by creating interface mock-ups that helped the customer visualize various options and promoted further discussion. An enhanced user experience delivers well-established benefits for both users and IT departments. And, as the user­ experience improves, business and IT ­departments benefit from a reduced need for training and lower support costs. Realize and Measure We implemented a prototype interface that we tested in a ­usability study with actual end users playing the role of applicants. Recommendations for a final solution were derived from this study, and the customer had a clear road map for implementing the solution. The new interface is shown in Figure 3. All required steps are transparent, and the user only needs to provide the required data. In addition, some steps have been combined to reduce the total number of steps in the application process, and some of the text and labels have been changed to make them more understandable. Through application of the structured UxPO approach, the ­customer developed a clear understanding of what caused the initial user issues. The final solution was based on active participation by end users and a comprehensive analysis of ­potential effort and impact. The solution also benefited from a well-­defined scope for the targeted improvements and quality ­assurance based on usability testing. As a result, the customer has been able to: •• Create a more effective recruiting process based on required, correct, and complete data from applicants •• Reduce the cycle time and cost of recruitment •• Present a more professional appearance that enhances the organization’s reputation and image Figure 3: New Applicant Interface Tailored to the Customer’s Needs Optimizing the User Experience for Greater Productivity and Satisfaction 7 Using UxPO to Add Multiple Line Items in Sales Orders Another customer in the SAP Enterprise Support Advisory Council user-experience work group wanted to revamp cumbersome and error-prone processes for creating certain sales orders. These orders involved: •• More than 20 line items •• Information that exists in a digital format (such as ­Microsoft Excel) •• The transfer of data to standard SAP transactions. Discover and Scope We validated the current process and set the goal of improving efficiency in creating sales orders with many line items to save users time and increase their productivity and satisfaction. Analyze and Define We found that it was possible to increase user efficiency with “copy-and-paste” functionality for as many line items as the user needed for a single sales order. A second option was to provide the ability to “upload from clipboard” or “import from text file,” which is available in SAP Search screens, among others. The customer chose the second option, for which we provided source code that could be adapted to the customer’s exact needs. Realize and Measure The customer used this source code to implement a small, custom-developed program that automatically reads header data for sales orders from a selection screen and item data from Excel to create the sales order. Implementation took just a few days. The customer noted that similar code could be used for other transactions where users need to add multiple line items. Using UxPO to Optimize Processes for Mobile Data Entry in Warehousing A third customer in the work group wanted to enhance ­productivity for its goods-picking and truck-loading processes supported by warehouse management functionality in the SAP ERP application. Discover and Scope We started by identifying the end users, what their physical work environment looks like, which tools they use, and how they typically execute the goods picking and truck loading. It became clear that the customer could: •• Improve the usability of the user interfaces for the ware­ housing staff •• Decrease order-picking cycle times by increasing the operational efficiency and productivity of its warehousing staff •• Improve the acceptance of SAP software as the system of warehouse records and operations through a better user experience Analyze and Define Due to the complexity of the customer’s warehouse processes, we conducted detailed, on-site analyses of user-experience ­issues at multiple warehouses with multiple end users. Detailed observations and interviews of users in their actual work environments gave us comprehensive insight into their challenges and strongly suggested the need to develop a new user interface. To make sure that the new interface matched user needs, we created a low-fidelity prototype and validated it with the target users. Realize and Measure We subsequently developed a prototypical implementation of the new user interface that will help the customer significantly improve the productivity for its warehousing staff. We apply usability engineering principles to develop products that address user goals and needs. This ­involves analyzing the usage context, developing use ­requirements, creating a use prototype, and testing and evaluating a prototype solution with end users. Broader Support for Discover-and-Scope and Analyze-and-Define Phases Expanding Services to Enhance the User Experience The customers who participated in the user-experience work group of the SAP Enterprise Support Advisory Council provided a wealth of cases for improving the experience of end users. Using the UxPO approach to solve different user-experience ­issues has helped us shape and refine our methodology and explore concrete offerings that could be added to the SAP ­Enterprise Support services portfolio in the near future. SAP Enterprise Support hopes to offer future (remote) services for the discover-and-scope phase as well as the analyze-anddefine phase for customers who take the “adopt” solution ­approach – and, in some cases, the “adapt” approach. It’s likely that we would handle more complex issues within a ­premium engagement or with additional consulting or custom development. We also learned that the UxPO approach, which involves actual end users, is limited by the remote-only delivery model used by SAP Enterprise Support. This can be addressed during the development of future SAP Enterprise Support offerings in the user-experience area. Find Out More To learn more about using the UxPO approach to improve ­productivity and satisfaction among your users, please contact your SAP representative or visit us online at ­ www.sap.com/support. While many customers experienced quick wins by adopting new technology, customizations, or best practices, there were also cases where the appropriate solution required new development. Looking ahead, we believe that UxPO will be the right approach for customers who want to address user issues systematically and get appropriate proposals for improvements from SAP. Whether our customers adopt, adapt, or develop their solutions, the realization phase can differ significantly depending on each customer’s situation. While some elements can be handled within the customer’s support engagement, others may require the involvement of SAP Consulting or the SAP Custom Development organization. The customers who participated in the user-experience work group provided a wealth of cases for improving the experience of end users. Using the UxPO approach to solve different user-experience issues has helped us shape and refine our methodology. 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