1 sap records management- cases drive your business process

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DM102SAP Records Management:Cases Drive your Business

Process



© SAP AG 2004, SAP TechEd / DM102 / 2

Contributing Speaker(s)

Chris Ritterhern,Director of Technology, GEMS Inc.

Ulrich Spinola,Senior Consultant, SAP AG

Joachim Becker Product Manager, SAP AG




Learning Objectives

As a result of this lecture, you will know: What SAP Records Management deals with

Cases and what they can be used for

Where to use Cases and where to use SAP Business Workflow

This lecture is an introduction, a brief overviewand actual software demo.

You can gain first system experience in the session SAP Records

Management: Electronic Records and Cases (DM251).

You can gain advanced knowledge on how to implement new

services in the session Extending SAP Records Management and

Case Management Using New Services (DM351).



Product Offering

SAP Records Management

Case Management

Summary




SAP Records Management is about Management of …

Digital Records

put arbitrary information objects together

(Business Objects, documents, processes)

form a structure (according to the business process)

document business processes (ensure legal compliance)

Digital Cases

actively process tasks

improve foundation for decisions

Digital Documents

scanned documents, stored securely, retrieval supported

create and change documents in the SAP system

ArchiveLink documents, document info records,

interactive forms …

New!




Typical Content of Digital Records / Digital Cases

Transactions

Web Content

Material

Invoice

Personnel Master Data

Customer

Business Objects like …

Notes

Scanned

Documents

Office

Documents

Reports

Process

Information

Digital

Records

Fax and E-Mail

Interactive

Forms

other Records

or Files

Document Info

Records




Digital Document (e.g. Scanned Document)




Example: Digital Personnel Record




Digital Case




Service Provider Framework

SAP Records Management integratesvarious information objects from

various sources

SAP Records Management is not

restricted to a predefined set of

information objects but open for

extensions instead

The open infrastructure behindSAP Records Management

is implemented in ABAP Objects

is service oriented (ESA)

can be used in other application

contexts as well (not only documents,records and cases)

Material

Invoice

Personnel

Contact

Business Objects

from SAP and

Non-SAP systems

Desktop

Documents

and

Templates

Processes

Web Content

?etc....




Case Management

Product Offering

Summary




Overview on Cases and Components

Case Notes

1 : 1 Header data

Case Record(Linked objects)

LogProcess

Route

Case

…sub-components



Li k d Obj t C R d




Linked Objects: Case Record

All information related to

the business process is

managed within the Case

Record (Linked Objects)

Navigate between

different views:

•Linked Objects (Case

Record)

• Notes• Process Route

(Workflwo Path)

• Log

P R t




Process Route

Manage and automate

the process with theprocess route ...

Logging of Acti ities




Logging of Activities

Depending on the

system configuration all

actions that happen tosolve the case are

logged ... keeping track

of the business process

...

How do Cases and Electronic Records Play Together




How do Cases and Electronic Records Play Together

Electronic Record

Cases

Recording &

Documentation

Processing

Business Context

(long term, e.g. customer records)

Business Process

(short term)

Put together into




Summary

Case Management

Product Offering

SAP Records Management as a Construction Set




SAP Records Management as a Construction Set


includes components and tools

that help you to easily set up a customer

solution. The tools are designed to solve

problems in the following areas:

Document Management

Workflow / Process Management

(Cross-System) integration of

documents and applications

SAP Records Management offers a

set of business services that help youto manage your business processes.

SAP Records Management: Application Solutions




SAP Records Management: Application Solutions

SAP also offers preconfigured application components based

on SAP Records Management:

SAP Public Sector Records Management

mySAP Financials:

Dispute Management Compliance with U.S. Sarbanes-Oxley-Act of 2002

mySAP CRM: Case Management

...

But there are far more application scenarios …




Personnel records

Customer records

Contract records

Dunning records

Patient files

Service Request

Change Management

Complex procurement situations

Product Warranty documentation

…

But there are far more application scenarios …

The generic approach allows

solutions in combination with

every application for every

industry...




Summary

Case Management

Product Offering

Summary




SAP Records Management includes tools for the management

of electronic records, documents, cases and processes.

Records Management replaces paper recordswith electronic records.

Cases are used to actively process business tasks.

SAP Records Management offers an integration platform:electronic records include electronic documents and data records(business objects, applications) – and these records can beintegrated from different systems.

You can automate your core processes with BusinessWorkflow. SAP Records Management offers additional ad hocWorkflow tools.

SAP Records Management relies on an open infrastructure thatallows enhancements and integration of third partyapplications.

Records Management / Case Management is included in various

preconfigured application solutions.

y

Further Information




Public Web:

www.sap.com

SAP Service Marketplace: service.sap.com/recordsmanagement/

Related Workshops/Lectures at SAP TechEd 2004

DM251, SAP Records Management: Electronic Records and Cases, 2-hr

Hands-on, IntermediateDM 351, Extending SAP Records Management and Case Management

Using New Services, 4-hr Hands-on, Advanced

BPM101, Interactive Form-based Processes in mySAP ERP 2004, 1-hr

Lecture, Beginner BPM152, SAP NetWeaver BPM: Build Your Own Workflow, 2-hr Hands-on,

Beginner

Related SAP Education Training Opportunities

BIT640 SAP Records ManagementE-Learning (Ramp-Up Knowledge Transfer / Online Knowledge Products)

SAP Developer Network




p

Look for SAP TechEd ’04 presentations and videos on

the SAP Developer Network.

Coming in December.

http://www.sdn.sap.com/

Questions?




Q




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