process and task management in sap cloud alm
TRANSCRIPT
Process and Task Management in SAP
Cloud ALMGreg Frasch, SAP
2PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP.
Except for your obligation to protect confidential information, this presentation is not subject to your license agreement or any other service
or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or any related
document, or to develop or release any functionality mentioned therein.
This presentation, or any related document and SAP's strategy and possible future developments, products and or platforms directions and
functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this
presentation is not a commitment, promise or legal obligation to deliver any material, code or functionality. This presentation is provided
without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a
particular purpose, or non-infringement. This presentation is for informational purposes and may not be incorporated into a contract. SAP
assumes no responsibility for errors or omissions in this presentation, except if such damages were caused by SAP’s intentional or gross
negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from
expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates,
and they should not be relied upon in making purchasing decisions..
Disclaimer
3PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
• Introduction
• Task Management in Cloud ALM
• Process Management in Cloud ALM
• Q&A
Agenda
Introduction
5PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Cloud ALM – A brand-new, cloud-based application lifecycle
management offering
For the intelligent enterprise
• for cloud-centric customers
• manages cloud and hybrid solutions
• supports all components of the Intelligent Enterprise
In the public cloud
• Rethought, newly designed, and built
on modern cloud technology
• Ready for immediate consumption
• Cost-efficient for customers
is cloud-native and open
SAP Cloud ALM
6PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Cloud ALM – A brand-new, cloud-based application lifecycle
management offering
SAP Cloud Platform Platform services and data management
Operation
Implementation
Process
management
Task
management
Test
management
Deploy
management
Business process
monitoring
Integration and
user monitoring
Application
monitoring
Business process
improvement
Monitoring
IT service management
People enablement
Collaboration
Task management
Deployment tools
Test automation
Document management
API hub
Functionalities Integrates with…
Task Management in SAP Cloud ALM
8PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Cloud ALM for ImplementationCapabilities & Functions Map
Process content viewer
Fit-to-Standard workshop
execution
Process modelling*
Process
Process documentation*
Consumption of SAP Activate
based roadmaps
Task based on scoping &
requirements
Task assignment and
distribution
Task
Agile support*
Test planning & preparation
Manual testing
Integration of test automation
tools*
Test
Defect management*
Requirements management
Deployment orchestration*
Change management*
Change &
Deploy
Integration of deployment
tools*
Project Tracking &
OverviewTraceability*Analytics
Projects & Solution* Landscape UsersFoundation
This is the current state of future vision and may be changed by SAP at any time.
*Planned for future releases
Capability
Function
9PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Cloud ALM Task ManagementOverview
This is the current state of future vision and may be changed by SAP at any time.
SAP Cloud ALM Task Management Capability offers:
▪ Guided Implementation
✓ Pre defined content from SAP Activate Methodology
✓ Tasks organised by Phase and Deliverables
▪ Task assignment and distribution
✓ Tasks distributed to pre delivered Project roles
▪ Tasks from Scoping and Requirements
✓ Tasks dynamically appear or disappear based on Scoping
✓ Approved requirements tracked to completion via Tasks
✓ Ability to create tasks manually
10PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Task BasicsWhat are Tasks in SAP Cloud ALM?
▪ Tasks describe the work that is required
for a project to be completed.
▪ Users work on tasks assigned to them
individually or their role on a project
▪ Tasks offer a harmonized user experience
despite coming from multiple sources
▪ Each task has a status and when all tasks
are status “Done” the project is
completed.
Foundation Tasks
SAP Activate
Created via Requirements
Created Manually
Task Sources
11PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Task BasicsTask List
▪ The task list provides an overview
of project tasks, task assignees,
status and project due phase.
▪ Search and filtering options allow
user specific task views
▪ Some tasks allow forward
navigation past the task details
and into the application where the
task has to be executed through
the “Open Application” link.
▪ Checkboxes on the task list allow
for mass editing of tasks
12PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Task BasicsTask Details
▪ The task details can be edited by a
user using the header area to
change task:
▪ Status
▪ Due Date
▪ Assignment
▪ The task description can only be
changed for tasks that have been
created manually
Demo
13PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Task BasicsTask Relations
▪ Some tasks coming from the SAP
Activate Methodology have predecessor
and successor information
▪ On the Task list, an icon will appear
beside a task status if its predecessor
task is still in status open
▪ The relations section in task details
contains predecessor and successor
information
▪ If task has been created via a
requirement, this is also reflected in the
relations section
14PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Task BasicsTask Accelerators
▪ Tasks that come from the SAP Activate
Methodology template also contain
documents or web links called Accelerators
▪ These accelerators provide the user with
additional assistance in completing this task
▪ The Accelerator section will only be visible
in a task if accelerators are available for this
task
15PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Task BasicsTask Comments and History
▪ Team members can collaborate on
a task without having to change
the task assignee
▪ Adding comments allows team
members to indicate progress or
share information within a task
▪ Users can only edit or delete their
own comments
16PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Task BasicsContent Update
▪ Task content may be updated to
provide customers with the latest
information on how tasks should be
carried out
▪ If a content update modified a task, an
entry will be made in the task history
▪ An update could mean a task is
restructured, merged, split or
deprecated. If this happens
▪ A prefix [Obsolete] is added to the task
▪ Task attributes will no longer be
editable
▪ Comments are still permitted
17PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Consumption of SAP Activate RoadmapsRoadmap Viewer vs SAP Cloud ALM
Roadmap Viewer
Content for both On Premise and cloud products
Tasks separated by Workstreams
Is a guidance environment
Static content
Public URL
SAP Cloud ALM brings SAP Activate to life by allowing status updates and comments
SAP Cloud ALM
Currently focused on Cloud content
Tasks distributed by roles
Is a working environment
Content reacts to customers scope
Invite Only
18PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Consumption of SAP Activate RoadmapsTask Content
▪ A task template must be
selected by the user before the
content created from the SAP
Activate Methodology can be
consumed in SAP Cloud ALM.
▪ Filtering the task list by phase
or role helps the Project lead
commence team member task
assignment
19PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Consumption of SAP Activate RoadmapsTask List by Deliverables
▪ The Activate Methodology content
follows a 3 level hierarchy
▪ Phase
▪ Deliverable
▪ Tasks
▪ Phase can be used as a filtering
criteria using the header filters.
▪ Deliverable can also be used as a
filtering criteria. The task list can also
be grouped by deliverable
20PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Consumption of SAP Activate RoadmapsRole List
▪ In the Project Setup, the list of roles and
role definitions are delivered as part of the
SAP Activate Methology
▪ The Project Lead is the only role that has
the authorizations required to add users to
a role
▪ All other roles only have project member
authorizations
Demo
21PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Activate Methodology Scoping and Business Logic Actionable Task List
Tasks based on Scoping & RequirementsOverview
22PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Tasks Based on Scoping & RequirementsRequirement Based Tasks
▪ When a requirement has been
approved, tasks can then be
generated in the requirements
overview
▪ Requirements and their tasks have
a 1:1 relationship
▪ The progress of a requirement is
measured using the current status
of the corresponding task
Demo
23PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Tasks Based on Scoping & RequirementsTasks Created Manually
▪ Manual tasks are created from the
task list view at the discretion of
the project team
▪ The description of a manual task
can be edited unlike tasks from the
SAP Activate Content
24PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Tasks Assignment and DistributionTask Assignment by Role
This is the current state of future vision and may be changed by SAP at any time.
▪ Task content delivered by SAP Activate Methodology has a predefined distribution by project role
Implicit Assignment
▪ The project lead assigns a team member to a task, team member can then search for their assigned tasks
▪ Where large teams exist, the project lead can assign tasks to a role rather than an individual team member
Explicit Assignment
▪ Where multiple people are assigned to a role, team members can explicitly assign tasks to themselves
▪ Where small teams exist, tasks can be assigned to specific individuals
25PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Tasks Assignment and DistributionTask Execution
This is the current state of future vision and may be changed by SAP at any time.
▪ Users do not have to assign
themselves to a task before execution
or completion
▪ The comments section can be used to
document progress in task completion
▪ Task history is always available to
provide transparency and
accountability
26PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Cloud ALM
What’s new with 2008
This is the current state of future vision and may be changed by SAP at any time.
▪ Support for multiple parallel Projects
▪ Support for Workstreams and Deliverables
▪ Advanced filter capabilities
Process Management in SAP Cloud ALM
28PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Cloud ALM for ImplementationCapabilities & Functions Map
Process content viewer
Fit-to-Standard workshop
execution
Process modelling*
Process
Process documentation*
Consumption of SAP Activate
based roadmaps
Task based on scoping &
requirements
Task assignment and
distribution
Task
Agile support*
Test planning & preparation
Manual testing
Integration of test automation
tools*
Test
Defect management*
Requirements management
Deployment orchestration*
Change management*
Change &
Deploy
Integration of deployment
tools*
Project Tracking &
OverviewTraceability*Analytics
Projects & Solution* Landscape UsersFoundation
This is the current state of future vision and may be changed by SAP at any time.
*Planned for future releases
Capability
Function
29PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Process ManagementOverview
This is the current state of future vision and may be changed by SAP at any time.
SAP Cloud ALM Process Management capability:
▪ Process Content Viewer
✓ Provides access to SAP reference and best practice processes
✓ Rich business process descriptions and diagrams
▪ Scoping
✓ Enables definition scope/rollouts and business process scope
▪ Fit-to-Standard Workshop Execution
✓ Supports customers to run Fit-to-Standard workshops efficiently
✓ Take notes to add your own knowledge
✓ Determine business process fit and capture business requirements
30PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Process Content ViewerProvides Access to SAP Reference and Best Practice Processes
This is the current state of future vision and may be changed by SAP at any time.
▪ Review SAP reference and best practice
processes
▪ Access rich business process content
▪ Business process value flows
▪ BPMN process models
▪ Test Scripts
▪ Executables
31PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Process Content ViewerRich Business Process Descriptions and Diagrams
Business Solution
Business Process (Product agnostic) Scenario Implementation (Product Vector)
Solution ProcessSolution Process (Exemplary Flow)
*Planned for future releases
32PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
ScopingEnables Definition of Scopes/Rollouts and Business Process Scope
This is the current state of future vision and may be changed by SAP at any time.
▪ Define your project scope
▪ Group business processes belonging
together into rollouts
▪ Set business processes in scope for
your implementation project
33PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
ScopingMastering the Customers Process Landscape
Rollout: Global Processes e.g. Financial Consolidation
Rollout: Regional Processes EMEA e.g. ATP processes
Rollout: Plant A Processes e.g. production and warehousing
Rollout: Plant B Processes e.g. production and warehousing
Rollout: Regional Processes US e.g. ATP processes
Rollout: Plant A Processes e.g. production and warehousing
Rollout: Plant B Processes e.g. production and warehousing
Scopes/Rollouts can be used to manage
processes
▪ The Business Process Scope is defined per rollout
▪ Key tasks such as conduct Fit-to-standard
Workshop are also generated rollout specific
▪ Criteria that drive the creation of independent
scopes/rollouts are
▪ Separate system landscapes (e.g. if plants
operate local systems)
▪ Country specifics (e.g. if processes are rolled
out to multiple countries using own country
codes)
34PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
ScopingScope driven project execution
Define Rollout Define Business
Process Scope
Create Rollouts and
define Business
Processes Scope
Process
Schedule Fit-to-
standard
Schedule Fit-to-
standard
Conduct Fit-to-
standard
Conduct Fit-to-
standard
Process ViewerCapture Notes and
Requirements
… …
Review and
complete
requirements
Review and
complete
requirements
Requirements List
and Editor
Change &
Deploy
Populate
rollouts
Populate
business process
scope
Populate
business requirements
Scope A
Scope B
…
Demo
35PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Fit-to-Standard Workshop ExecutionOverall Workshop Approach
1
2
4
5
Review Best
Practices Process
Flow
Demonstrate
Business
Process
and
Concepts
Discuss how the processes fit
with the customer’s
requirements
Identify
required
configuration
Enable customer
execution of standard
scenarios
Consultant enables the
business process expert to
execute the process on their
own in the Starter system.
The Team determines the
configuration values required. The
customer is responsible for providing
value lists. i.e. product group definition.
Consultant demonstrates the
business process using the
starter system and highlights the
areas that require configuration
decisions. The process flow is
used as a point of reference
when transitioning in the system.
Consultant explains the
business processes using the
rich process content.
Team fosters discussion to better understand
the customer business requirements and to
provide understanding of how the solution
meets these requirements.
Identify Delta
Requirements
Team identifies and catalogs the delta
requirements for further analysis and
closure. Delta requirements are business
requirements that cannot be satisfied
with the standard scenarios.
6
3
Business Process
Expert
Consultant
Notes
Business
Requirements
36PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Fit-to-Standard Workshop ExecutionSupports Customers to Run Fit-to-Standard Workshops Efficiently (1 of 2)
This is the current state of future vision and may be changed by SAP at any time.
▪ Fit-to-Standard workshop tasks driven by
defined project scope
▪ Show and tell sessions based on rich
process content
▪ Built-in function to create notes to add
your own knowledge to provided process
model
▪ Built-in function to capture business
requirements and fit-to-standard results
Demo
37PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Business Requirement
▪ A Business Requirement details delta
requirements that the business process should
fulfil to comply with the customer’s expectations.
▪ Business Requirements are actionable and (after
approval) turned into Tasks to facilitate the
fulfilment.
Notes
▪ Notes are used to document any additional
knowledge or insight about a business process
that is useful to remember
▪ Notes are timeless and part of the process
documentation
Fit-to-Standard Workshop ExecutionSupports Customers to Run Fit-to-Standard Workshops Efficiently (2 of 2)
Questions?For questions after this session, contact me at [email protected]
Join the SAP Digital Business
Services LinkedIn group for
networking and updates!
Follow us on Twitter (#solman and
#CloudALM), get the latest news,
learn about support offerings and
events!
Search for “SAP Cloud ALM” on
YouTube for product demos, expert
interviews and event insights!
Join our social media family
Subscribe to WhatsApp SAP Product
Support channels and receive updates
including KBAs, wiki's, guided
answers, SAP Notes and “hot tips”.
Thank you.Stay connected. Share your SAP experiences
anytime, anywhere. Join the ASUG conversation
on social media: @ASUG365 #ASUG
© 2019 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/copyright for additional trademark information and notices.
www.sap.com/contactsap
Follow us