sap analytics blueprint example
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Version 1.0 Blue Print
SAP Analytics Project at Customer A
Business Blue Print
SAP Analytics
Project at Customer A
1 PROJECT SCOPE.................................................................................................3
1.1 MODELS ...............................................................................................................3 1.1.1 SALES PIPELINE ANALYSIS .................................................................................3 1.1.2 ORDER AND LEAD ANALYSIS OF CHANNEL MANAGER ..........................................4
2 MODEL 1 - SALES PIPELINE ANALYSIS ...........................................................5
2.1 BUSINESS PACKAGE SAP ANALYTICS CRM MODEL .............................................5 2.1.1 MODEL DESCRIPTION.........................................................................................5 2.1.2 TECHNICAL DETAILS...........................................................................................5 2.1.3 MODEL RUNTIME................................................................................................6 2.1.4 MODEL DESIGN TIME..........................................................................................7 2.2 CUSTOMER MODEL ADAPTATION ..........................................................................8 2.2.1 BUSINESS PROCESS ..........................................................................................8 2.2.2 MODEL FLOOR PLAN AND PROCESS FLOW ..........................................................8 2.2.3 TECHNICAL DETAILS...........................................................................................9 2.2.4 RUNTIME .........................................................................................................11 2.2.5 DESIGN TIME....................................................................................................13
3 MODEL 2 – ORDER AND LEAD ANALYSIS OF CHANNEL MANAGER .........14
3.1 BUSINESS PACKAGE SAP ANALYTICS CRM MODEL ...........................................14 3.1.1 MODEL DESCRIPTION.......................................................................................14 3.1.2 TECHNICAL DETAILS.........................................................................................14 3.1.3 MODEL RUNTIME..............................................................................................15 3.1.4 MODEL DESIGN TIME .......................................................................................17
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3.2 CUSTOMER MODEL ADAPTATION ........................................................................17 3.2.1 BUSINESS PROCESS ........................................................................................17 3.2.2 MODEL FLOOR PLAN AND PROCESS FLOW ........................................................18 3.2.3 TECHNICAL DETAILS.........................................................................................19 3.2.4 DESIGN TIME....................................................................................................20 3.2.5 RUNTIME .........................................................................................................20
4 SUMMARY AND RECOMMENDATION..............................................................22
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1 Project Scope The decision was to use two models out of the CRM Business Package of SAP Analytics and
one additional model including the requirements of the customer portal.
1.1 Models In the assessment with Customer A in Walldorf it was defined following models to be used (in
order of priority) and in addition the first adaptation steps planned.
1.1.1 Sales Pipeline Analysis
• Sales Manager Talking to his Sales Team
• BW side: Content is available, but adjustments are necessary: new queries should be
created.
• CRM side: Status value is maintained for each opportunity items.
• Model side
o Scale of pipeline should be phones instead of order volume.
o Show Actual vs. Planned figures.
o Additional filtering criteria for starting point (defined list of favorite accounts or
sales office, etc…)
o Add new layer where it would be possible to view opportunity items: change
request date and quantity using only one button.
o Change slider from amount to number of phones.
• Can act as starting point in first phase of the project. Later would consider having more
detailed analysis based on existing Customer A opportunity cockpit.
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1.1.2 Order and Lead Analysis of Channel Manager
• BW side: Migration to Channel Management BI Content necessary
• CRM side: Change ways of maintaining channel partner data and creating opportunities
for these partners. Business process would be affected here.
• Model side
o Need to define to which level of the product hierarchy the filter is referring to.
o Replace lead analysis by other analysis such as opportunities.
o Additional filter for selecting partners.
o Numbers of phone instead of sales volume.
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2 Model 1 - Sales Pipeline Analysis
2.1 Business Package SAP Analytics CRM Model
2.1.1 Model Description
This Composite Application Sales Pipeline Analysis provides an overview of the sales
opportunities by phase and by month of expected closing date. At a glance, sales
professionals can see which opportunities they need to get to the next phase in the sales
cycle to stay on track. They can quickly focus on the most promising opportunities. With a
single click, they are able to get a full briefing on the opportunity/customer and they can take
appropriate action on the opportunity to speed it towards its closure.
Remarks: A workflow could be implemented based upon a text update of the Opportunity
Doc so that the Sales Employee responsible is “Notified”. A basic lookup of existing texts of
an opportunity for a single text ID has been given as example. On a project the complexity of
different text types must be managed accordingly.
Interaction
• Closing data of an opportunity can be changed
• Add a note to the opportunity for Sales Employee Responsible KPIs
• Opportunity Revenue by Phase and Month of Closing Date
• Opportunity Expected Revenue with Opportunity Details
2.1.2 Technical Details Model Technical name InfoProvider Queries BAPIs
Sales Pipeline
Analysis
CRM_SALES_PIPELINE 0CRM_OPPH 0CRM_OPPH_Q5001 BAPI_OPPORTUNITY_GETDETAILMUL
BAPI_OPPORTUNITY_CHANGEMULTI
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2.1.3 Model Runtime
To add a note to an opportunity presses the button “Notify Sales Employee Responsible”.
With inserting the new note and pressing the button “Save change” the note of the selected
opportunity will added in the CRM System. Press the button “Open Opportunities for Selected
Month” to go back to the last screen.
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To change the closing date of the opportunity presses the button “Modify Closing Date”.
With inserting the new closing date and pressing the button “Save change” the closing date of
the selected opportunity will added in the CRM System. Press the button “Open Opportunities
for Selected Month” to go back to the last screen.
2.1.4 Model Design time
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2.2 Customer Model Adaptation
2.2.1 Business Process
xxx
2.2.2 Model Floor plan and Process Flow
The following picture shows the expected model. For the first step the focus will be on the
data displayed in the first selection. Changes in the CRM Application, which would be
provided by the three buttons on the bottom of the model, will be optional features and could
be added if there is any time remaining at the end of the project.
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The selection area provides the customer with the possibility to select a customer via value
help. Also the user can do a selection for the commercial model. After the selection BW and
press the button submit data will be shown in the chart “Open Opportunities”. The table
“Detailed Opportunity Information” represents data from the CRM system.
2.2.3 Technical Details Model Technical name InfoProvider Queries BAPIs
Sales Pipeline Analysis ZCRM_SALES_PIPELINE ZOPENOPP Z_VC_Q001 TBD
A new infocube (ZOPENOPP) was created to support the first model. It represents the data
that will be needed for showing the opportunities graph for a customer. There is a query
created on the cube (Z_VC_Q001) which has GUID ID (on header- and item-level) as free
characteristics, so that those can be passed as input to the GETLIST BAPI. Data are loaded
for this cube. For a better performance all selections should be done in BW. For this reason
we also need to add the data field Commercial Model to the query.
2.2.3.1 BW Query: Sales Pipeline Analysis (Z_VC_Q001)
In the moment the following characteristics and key figures are available in the query:
Free Characteristics Item No. Order Doc.
GUID of a CRM item
Transaction Number
GUID CRM OrderObj.
0CRM_NUMINT
0CRM_ITMGUI
0CRM_OBJ_ID
0CRM_OHGUID
Rows Business Partner 0BPARTNER
Key Figures Overdue Opp. Qty
Opp. Qty Next 30 Day
Z00_K09
Z00_K10
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2.2.3.2 CRM BAPI: Read Opportunity data with keys from BW
(Z_CRMFMANALYT_GET01)
To provide the table with the Detailed Opportunity Information a new BAPI was created by
Customer A (Z_CRMFMANALYT_GET01), containing the following fields:
Component Component type Short Text
GUID BBP_GUID_32
Globally Unique Identifier in 32-
Character Display
OBJECT_ID CRMT_OBJECT_ID Business Transaction Number
ZZPARTNER CRMT_PARTNER_NO Partner Number
ORDERED_PROD CRMT_ORDERED_PROD Product Name Entered
ZZCOM_MOD ZWRKST Commercial Model
DESCRIPTION CRMT_PROCESS_DESCRIPTION Transaction Description
ZZITEM_PROBA ZCRMT_PROBABILITY Chance of Success
CURR_PHASE CRMT_DESCRIPTION Description
ZZLISTCODE ZCRMT_REASON_4_REJECTION Reason for rejection
ZZDEL_DATE_CUR ZEEW000006
Generated Data Element Current
Req.Del.
QUANTITY CRMT_SCHEDLIN_QUAN CRM Schedule Line Quantity
DEL_WEEK KWEEK Factory calendar: Week
2.2.3.3 CRM BAPI: Read Open Opportunity Item data (Z_CRMFMANALYT_SAVE01)
To be able to change the probability via button a second BAPI was created by Customer A
(Z_CRMFMANALYT_SAVE01) with the following return parameters:
Component Component type Short Text
TYPE BAPI_MTYPE
Message type: S Success, E Error, W Warning, I Info,
A Abort
ID SYMSGID Messages, Message Class
NUMBER SYMSGNO Messages, Message Number
MESSAGE BAPI_MSG Message Text
LOG_NO BALOGNR Application log: log number
LOG_MSG_NO BALMNR Application log: Internal message serial number
MESSAGE_V1 SYMSGV Messages, message variables
MESSAGE_V2 SYMSGV Messages, message variables
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MESSAGE_V3 SYMSGV Messages, message variables
MESSAGE_V4 SYMSGV Messages, message variables
PARAMETER BAPI_PARAM Parameter Name
ROW BAPI_LINE Lines in parameter
FIELD BAPI_FLD Field in parameter
SYSTEM BAPILOGSYS Logical system from which message originates
2.2.4 Runtime
After the selection of one account in the “Sales Pipeline” table, the table “Opportunity Details”
shows detailed information of the selected account. The data in the “Sales Pipeline” table are
selected from BW, whereas the data from “Opportunity Details” result from CRM.
By pressing the button “Change Request Delivery Date” a new output form will come up.
The requested delivery date can be changed on this screen. After pressing the button “Save”
and “GoBack” the new requested delivery date will be shown in the opportunity details table.
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2.2.5 Design time
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3 Model 2 – Order and Lead Analysis of Channel Manager
3.1 Business Package SAP Analytics CRM Model
3.1.1 Model Description
This Composite Application Order and Lead Analysis of Channel Manager provides channel
managers with a quick overview of the orders-to-stock from their channel partners. Channel
managers can view the sales performance by product categories and also get further
information on the best selling products within a selected product category. In addition the
Composite Application provides channel managers with information on the lead performance
of their channel partners.
Remarks: In the model a Remote Function Module (BAPI) is used which returns Channel
Partner Type and Program as keys, not text. On a project basis this Remote Function Module
may be enhanced to return texts. The BAPI CRM_CHM_PDM_GET_CUSTOMIZING may
also be useful.
Interaction
• Clicking on a Channel in the Lead Analysis provides the channel partner details from
CRM. (The channel partner type could be Retailer, Wholesaler, etc. The Program
shows us what kind of channel partner it is. Maybe he is part of a gold program etc.)
KPIs
• Sales by Product Category and Channel Partner
• Sales by Product Category over Time
• Sales by Products for a Selected Product Category
• Leads Won and Lost by Channel Partner
3.1.2 Technical Details Model Technical name InfoProvider Queries BAPIs
Order and Lead Analysis of
Channel Manager
CRM_CHANNEL_MGR 0CSAL_C03
0MKTG_C01
0CSAL_C03_Q0010
0CSAL_C03_Q5010
0MKTG_C01_Q0102
CRM_CHM_PDM_GET_DETAIL
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3.1.3 Model Runtime
To selected one product category press the drop down box and selected the product
category. The charts “Orders to Stock [$] by Channel Manager (YTD)” and “Orders to Stock
[$] (Last 3 Months) will be shown the results of the selected product category.
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For the chart “Orders to stock [$] (Last Month)” it is possible to switched into a table view. The
table view shows “Orders to Stock by Product”.
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3.1.4 Model Design Time
3.2 Customer Model Adaptation
3.2.1 Business Process
Customer A doesn’t work with Leads. For this reason the chart “Won and Lost Leads by
Channel Partner (Last 3 Months)” will be deleted from the model. Detailed data of the
selected partner are also not required. A new BI report as well as an additional BAPI has to
be specified to replace the deleted reports.
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3.2.2 Model Floor plan and Process Flow
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3.2.3 Technical Details
3.2.3.1 BI Query: Order Values by Channel Partner and Country (ZCSALTEST_V503)
Free Characteristics
Rows 0CRM_SOLDTO Channel Partner
Restricted Key Figures Greece
Chile
China
France
3.2.3.2 BI Query: Channel Partner Order Values by Cal. Month and Country VC
(ZCSALTEST_V501)
Free Characteristics
Rows 0CALMONTH Calendar Year/Month
Key Figures Greece
Chile
China
France
3.2.3.3 BI Query: Channel Partner Sales by Product VC (ZCSALTEST_V502)
Free Characteristics
Rows Product
Key Figures Order to Stock
Order Quantity
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3.2.4 Design time
3.2.5 Runtime
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In the first step one prototype was created by using the BI Kit. The selection of country
doesn’t work. After the installation of service pack 14 the selection should be work. In January
the selection will be changed with the characteristic commercial model. Requirement for this
is the change of the InfoProvider. In the moment the InfoProvider don’t include the
characteristic commercial model.
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4 Summary and Recommendation
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