sap global template roll-out

Template Management Using Templates in Global Rollout

Solution ManagementApplication Lifecycle Management

© SAP AG 2009. All rights reserved. /

Template Management Process Overview Involving ALM listing capabilities

Template ManagementThe template management approach allows customers with multi-site SAP installations to efficiently manage their business processes across geographical distances – from initial template definition to template implementation and template optimization, such as part of a global rollout approach.

See Innovation Management

Business Process Configuration

Require- ments Design Build Test

Template Creation and Update

Deploy Optimize

Business ProcessConfiguration E-Learning Management

Test Management capabilities

Template Implementation

Project AdministrationBusiness Blueprint

Project AdministrationBusiness Blueprint

Solution Directory

Details see Test Management

Comparison and Adjustment

Requirement rollback & template update*

* Tool support as of SAP Solution Manager 7.0 EHP2

Rollout of updated template

Solution DocumentationAssistant Details see Solution Documentation

Project Reporting

Project Reporting

GlobalASAP Template Roadmap

GlobalASAP Rollout Roadmap


Challenges in Managing Global Templates … And How SAP Solution Manager Can Support You

Unstandardized business processes across scattered business landscapes

Customer Challenge SAP offeringCompliance with global standard business processes -> SAP implementation content, blueprinting

functionality, Global Attribute

Compliance with global standard business processes -> SAP implementation content, blueprinting

functionality, Global Attribute

Different implementation approaches and strategies

Allow transfer of leading practices across all lines of business -> GlobalASAP methodology

Allow transfer of leading practices across all lines of business -> GlobalASAP methodology

Drive quick, repeatable project implementations -> Centralized template definition and rollout

Drive quick, repeatable project implementations -> Centralized template definition and rollout

Reduce time to benefit

Rollback of desired and required changes into template -> Enhanced support as of SAP Solution Manager 7.0

EHP2

Rollback of desired and required changes into template -> Enhanced support as of SAP Solution Manager 7.0

EHP2

Allow flexible template adjustments

Minimize investment in redundant process development -> Re-use of templates and related

contents in various rollout implementations

Minimize investment in redundant process development -> Re-use of templates and related

contents in various rollout implementations

Minimize costs


Local Systems Requirements finalized in Local Implementation Projects

Template Management Supporting Global Rollout – Process Overview (I)

Roll out global template

1 Create global template

2

SUBSIDIARY A–

Impl. Project

T1V1

SUBSIDIARY B–

Impl. Project

T1V1

SUBSIDIARY C–

Impl. Project

T1V1

Solution Directory –

SolutionImplemented project state reflected in operative solution(s)

Implement global template

3

T1V1

HEADQUARTERS –

Template ProjectEnterprise Requirements – Template Projects

T1V1T1V1 T1V1


Local Systems Requirements finalized in Local Implementation Projects

Template Management Supporting Global Rollout – Process Overview (II)

SUBSIDIARY A–

Impl. Project

T1V1

SUBSIDIARY B–

Impl. Project

T1V1

SUBSIDIARY C–

Impl. Project

T1V1

Solution Directory –

SolutionImplemented project state reflected in operative solution(s)

T1V1

HEADQUARTERS –

Template ProjectEnterprise Requirements – Template Projects

Roll in template requirements

4

T1V2

Create new template version

5

Roll out new template version

6

Implement new template version (compare & adjust)

7

T1V2 T1V2 T1V2

T1V1T1V2T1V1T1V2T1V1T1V2 T1V1T1V2T1V2


Definition Global Template (“Template”)

BC Sets

TransactionsTest cases

ZBANK S1 Accounting

Ref

eren

ce S

yste

mM

anag

ed S

yste

ms

Template• Is a container that bundles business processes which are standardized to a

certain extent• Links to process-specific developments, configuration, and test data • Can be used for rollout to other company locations


Template Packaging & Roll-out

Template Configuration

Setup global project frameworkCreate a template projectAssign project team members, roles, and responsibilitiesCreate required number of templatesSelect standard scenarios from other templates (if applicable)

Visibility Controls template use

Open for public use Closed for public use, template „under construction“

Global Rollout Functionality Controls the use of global attributes

Template Creation

Template Business Blueprint

Template Project Preparation


Define global processes and requirementsSelect SAP predefined implementation contentRefine template process structure, e.g., by making of use short cutsAssign template(s) to process structureSet global attributes to determine scope of process changes in local roll-out projectsDocument global business and technical requirements

The Global Attribute

Changes to business scenarios, processes and process steps allowed? If so, to what extent?

Template Creation






Global elements

- no changes allowed -

Local elements

- full authorization for changes -

Template Creation The Global Attribute

Harmonized elements

(standard complete / standard

partial / harmonized)

- some changes allowed -

The Global Attribute defines the scope of changes allowed in local rollout projects

Documen-tation

Countryversions

Localdevelop-ments

IMG structuresand settings

Globalcustomerdevelopments

Organiza-tional structure

Master datadocuments

Global and inte- grated processes

Localprocesses








Note:

Re-use of existing configuration possible. Translation or process structure can be triggered using SAP standard translation tools.

Prepare reference template with preconfigurationAssign related IMG activities, create and assign BC Sets Assign global customer-specific developments (programs, transactions etc.)Record sample / master data as CATTs Create standard test cases (manual test cases, CATTs, eCATTs )

Template Creation



Legend:

IMG –> SAP Implementation Guide

BC Set -> Business Configuration Set

CATT -> Computer Aided Test Tool



Template Packaging

Template Project

2 Collect templates into transport request

Release templates for

current SAP SolutionManager system

another SAP SolutionManager system(transport), ifapplicable

TEMPLATE ZBANK S1 Accounting

Assign scenarios to template

1

TEMPLATE ZHRS2 MSS S3 LSO

3

Change visibility before rollout





Local Project Preparation

Setup roll-out project frameworkCreate a local roll-out project (type: implementation)Assign project team members, roles & responsibilitiesSelect one or multiple templates and related scenarios for implementationDefine implementation standards

Scope & enhance global templateImplement global processesAdapt harmonized and local processes to local requirements Document local requirements of harmonized/local processesSign off business blueprint

Initial Template Implementation Process Overview – Local Rollout Project

Local BusinessBlueprint

Local Configuration

Test Management

E-Learning Management

Solution Transfer


Local Configuration

Test Management


Solution Transfer



Copy template

Local Business Blueprint Template Copy into Implementation Project

Template Project Implementation Project

TEMPLATE ZBANK S1 Accounting

TEMPLATE ZBANK‘ S1 Accounting - COPY

TEMPLATE ZHRS2 MSS S3 LSO

Template is copiedinto implementation project

Template content with pre-configuration is basisfor local configuration

Template original ZBANK and copy ZBANK’ are detached, yet reference to predecessor data is stored



Implement and test global & local requirementsPerform pre-configuration, e.g., by applying template-specific customizing for global template processes

such as BC Sets or using Customizing Distribution

Perform final configuration via IMG activities based on local requirementsApply global customer developments (such as reports),enhance with local customer developmentsApply standard test cases to test standard processes, use as template to create local test cases or create new local test cases



Test Management


Solution Transfer

Local Configuration


Local Configuration


Test global & local requirementsSet up test planCompile test packagesAssign testersCreate test environmentPerform testsSign off tests

-> see process: Test Management




Solution Transfer

Test Management


Test Management

Local Configuration


Create and change training for different parties involved (e.g., end users)

Setup efficient end-user training strategy with e-learningCreate e-learning materialsOrganize / categorize e-learning materialsPrepare e-learning materials for specific user rolesDistribute e-learning materials to end usersExecute e-learningAnalyze e-learning results & feedback



Solution Transfer




Test Management

Local Configuration


Transfer implemented solution into Solution DirectoryPrepare solution for operationsPrerequisite for SAP Solution Manager processes including:

Business Process OperationsMaintenance of SAP Solutions



Solution Transfer


Global Rollout in Different Stages

Versioning concept to control/track changes in templates

Rollout stage 2: mass roll-outRollout stage 1: pilots

TEMPLATE ZBANK V1 S1 Accounting

Subsidiary 1 Subsidiary 1

Subsidiary 2

Subsidiary 3

TEMPLATE ZBANK V2 S1 AccountingPilot feedback

Enhancements


Rollback and Template Update Process Overview – Template Projects

Feedback from local sites for improving and enhancing templates

Local sites give feedback on:Template improvements, e.g. customer-specific enhancements to be implementedTemplate corrections

Scope and enhance global template

Implement feedback from local sitesAdapt template to new or updated SAP solutions (new building blocks from BPR) or new customer-specific processesAll versions are automatically archived.

Rollout to local implementations projects for template adjustment

Note:As of SAP Solution Manager 7.0 EHP2 tool support for the template rollback and template update process is expected (using compare and adjust functionality).

Update Template Roll out Updated Template

Roll in Template Requirements

Roll out Updated Template

Roll in Template Requirements Update Template

Roll in Template Requirements Update Template Roll out

Updated Template


Updated Template

Template Comparison and Adjustment How to Update Templates in an Implementation Project

Register in Web Shop

Select Product

Update Shopp. Basket

B2C

Create Order

Process Order

Order Processing

Business Processes

Intenet Sales: B2C

Selected Business Scenarios

Template in Current Impl. Project

Register in Web Shop

Select Product

Update Shopp. Basket

B2C

Business Processes

Intenet Sales: B2C

Selected Business Scenarios

How to retrieve template

differences?

GoalTransfer process and pre-configuration changes from new template version into current implementation project


Description

http://service.sap.com/roadmaps

GlobalASAP delivers a process-oriented, clear, and concise methodology, the GlobalASAP Roadmap, to provide step by-step direction throughout your global or multi-site SAP implementation.

GlobalASAP provides two roadmaps:GlobalASAP Template RoadmapGlobalASAP Rollout Roadmap

More info

GlobalASAP Methodology Overview

Leverage SAP Implementation experience

http://service.sap.com/roadmaps


AES Improves Efficiency with SAP® Solution Manager

© SAP AG 2009. All rights reserved. / © SAP 2008 / Page 24

Further Reading and Training

General information on SAP Solution Manager:http://service.sap.com/solutionmanagerhttp://service.sap.com/rkt-solman - SAP Solution Manager Learning Map

Template Management Training:SM510 Global Rollout (eLearning)SMI310 Implementation Tools in Detail (Classroom training)

Both courses can be booked under: http://www.sap.com/services/education

Online Help:Available on the SAP Help Portal – SAP Solution Manager 7.0.Topics “Compare and Adjust with Template Source” and “Global Rollout with a Template”.

GlobalASAP Methodologyhttp://service.sap.com/roadmaps

Tips and Tricks on Working with Templateshttp://service.sap.com/solutionmanager -> Media Library -> Technical Papers -> Handling Templates in SAP Solution Manager

http://service.sap.com/solutionmanager

http://service.sap.com/solutionmanager


Thank you!

sap global template roll-out

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