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TRANSCRIPT
Unwiring an Enterprise
Greg Kull – The Principal Consulting Inc.
This presentation explains how OraSure Technologies
and The Principal Consulting (TPC), an SAP partner,
leveraged a rapid deployment of mobile sales in SAP
CRM. Hear real-life lessons learned about the steps
they took to enhance production and sales operations.
The Principal Consulting Inc. 2
Company summaries
E X P E C T M O R E . AC H I E V E M O R E .
The Principal Consulting Inc. 3
• Location: Bethlehem, Pennsylvania
• Industry: Pharmaceuticals – point of care and oral fluid collection devices
• OraSure Technologies develops, manu-factures, and markets oral fluid specimen collection devices using proprietary oral fluid technologies, diagnostic products including immunoassays and other in vitro diagnostic tests, and other medical devices
• Revenue: < $100 million
• Employees: 300+
• Web site: www.orasure.com
OraSure Technologies: Quick facts
The Principal Consulting Inc. 4
Heritage TPC is a recognized SAP Customer Relationship Management (SAP CRM)
powerhouse. TPC’s SAP CRM experience is deep, with a noteworthy number of
their team members starting their careers at SAP Labs, developing, architecting, and enhancing the SAP CRM application. TPC is still doing this today.
Experienced team members • 70+ SAP CRM projects in 7 years
• SAP CRM 7.0 ramp-up engagements
• TPC SAP CRM 7.0 competency center
• Jointly working with SAP to develop
SAP CRM enhancements, such as
social media Integration
Strong business relationship with SAP • Designation as a “select consulting partner”
in the Consulting Partner Program at SAP
• Joint marketing activities for SAP PartnerEdge program
• Co-innovation activities with SAP
• Trained in SAP CRM 7.0 and
enhancement package 1
• Many with 10+ years of experience
in SAP CRM
• Trained in SAP Web Channel
Experience Management
The Principal Consulting: CRM origins
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TPC stands out in the SAP services market as a pioneer of enterprise mobility
and as a recognized opinion leader for several reasons worth highlighting:
Early successes • One of the first SAP services partners to work with Sybase mobile technologies
• One of the first Sybase Unwired Platform and mobile sales implementations in North America
• One of the first SAP partners for mobile solutions to go through SAP-endorsed solution certification
Depth and experience TPC’s mobility architects, specialists, and developers have been enabling enterprise mobility for 10+
years. With the most Sybase Unwired Platform and mobile sales experience in North America, TPC is the
first services partner worldwide to be SAP-certified for mobile apps and infrastructure rapid-deployment
solutions, which include SAP Afaria and Sybase Unwired Platform.
Mobile sales When deploying mobile sales in SAP CRM, you need both a CRM expert and a mobility expert. TPC is
both. TPC is the only SAP services partner certified for mobile sales rapid-deployment solutions in the
United States.
Real successes and best practices Leader in successful enterprise mobile deployment with over 30 success stories to share, over 24,000
live mobile users, including SAP Afaria, Sybase Unwired Platform, and native application development
The Principal Consulting: Excellence in mobility
The Principal Consulting Inc. 6
SAP Rapid Deployment solutions:
Mobile sales in SAP CRM
E X P E C T M O R E . AC H I E V E M O R E .
The Principal Consulting Inc. 7
SAP CRM rapid-deployment solution for mobile sales
.
• Rapid delivery in as few as 6 to 8
weeks
• An affordably priced solution
• Includes preconfiguration content
and knowledge transfer to key
users
• Reduces resource requirement
from business and IT
• A clear path to your full mobility
vision
This offering is designed to provide compelling SAP CRM sales functionality
quickly and affordably using iPad, iPhone, Blackberry, and Windows Mobile
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Features and components
Account management Quickly access all information necessary to manage sales accounts from a single, comprehensive view
Contact management Manage your contacts in rapid-deployment solution for mobile sales in SAP CRM
Activity management Manage your schedule and activities from your mobile device. All information is synchronized with the SAP CRM
back end for data consistency throughout the organization.
Lead management Manage your leads to determine their potential to become opportunities. New leads appear instantly as they are
assigned in the SAP CRM system.
Opportunity management Opportunity management enables you to control your sales process. New opportunities appear instantly as they
are assigned in the SAP CRM system.
Native app integration Integrate mobile sales apps with the native applications, such as calendar, contacts, maps, and phone
Analytics Run predefined reports for pipeline analysis, top opportunities, and top-risk opportunities. Review charts and key
reports, based on real-time information, to prioritize actions to achieve sales objectives in the most efficient
manner.
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Key deliverables
• Project scoping and system validation
• SAP NetWeaver Mobile and gateway for SAP
NetWeaver installation
• Project documents: blueprint, project plan, and
WBS activities
• Configuration of the SAP CRM rapid-deployment
solution for mobile sales
• Configuration of SAP NetWeaver Mobile
• Install Sybase Unwired Platform and generate and
deploy entity set definition for mobile applications
(ESDMA)
• Knowledge transfer to key users on the configured
rapid-deployment solution for mobile sales
• Train the trainers
• Support for going live
• Provide the IT infrastructure (server)
• Establish fixed contact persons in the business
and IT departments to understand their processes
• Conduct end-user training
• Carry out performance testing
What did TPC deliver? What did OraSure have to do?
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Implementation summary
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Rapid-deployment for mobile sales: Phase overview
Start Deploy Run
1 2 3 4
Project management
Kick-off workshop
Business process
management
Technical solution
management
Implementation
Performance testing
Key-user workshop
Data management
Transport
End-user training
Customer testing
Project sign-off and
support
TPC involvement OraSure involvement
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Solution landscape
• SAP CRM 7.0
• SAP NetWeaver 7.0
• Sybase Unwired Platform 2.0
• SAP Afaria 6.6 (installed and deployed separately by TPC)
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• Understand OraSure’s current CRM
business process
• Install and deploy mobile sales in SAP
CRM 1.2
• Perform system and functional analysis
and finalize the reporting requirements
• Install and configure the following
software:
o SAP NetWeaver Mobile 7.0
o Sybase Unwired Platform 2.0
o SAP Afaria 6.6
• Develop custom data-distribution rules
as per business requirement
Objectives
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• Perform new SAP CRM installation
• Customize SAP CRM configuration for specific load parameters, organization filters, and technical settings
• Establish technical environment for installation of infrastructure and mobile interface
• Go live with mobile sales along with the rollout of SAP CRM
• Host systems on virtual machines
Challenges and opportunities
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• Implemented SAP CRM rapid-deployment solution for mobile sales on iPads
• Installed and configured multiple landscape systems
• Set up custom data-distribution rule based on territory management*
• Simultaneous sales orders and quotation*
• Deployed SAP Afaria mobile device management solution per customer policy requirements*
*Outside of rapid-deployment solution implementation
Highlights
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• Enable sales teams to be in touch with the SAP CRM system for their day-to-day business transactions, irrespective of their location
• Enhance production and improve sales operations
• Provide an easy to implement, highly integrated, flexible, and scalable solution
• Provide one place to manage all sales activities
• Make it easy to obtain reports: pipeline, top opportunities, and so on
Benefits
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Key takeaways for rapid-deployment of mobile sales
Faster to deploy and easier to consume
• Rapid deployment – Delivers essential mobile sales functionality in as
few as 8 weeks
• Reduced complexity – A robust mobile sales solution from a single
vendor with superior global support means fewer worries for you
1
2
3
Building for success
• Foundation for growth – Start small, prove the value of this solution,
and then grow on your schedule, if needed
Competitively priced
• Predictable costs – Low, predetermined fees, and clearly outlined
deliverables mean no hidden fees for the delivered solution
The Principal Consulting Inc. 18
Greg Kull Managing Director
267.337.2016
The Principal Consulting, Inc. 18 Confidential
Always available to help . . .
Alok Shrivastava Director, Enterprise Solutions
972.333.0111
Booth # 336
The Principal Consulting, Inc. 19 The Principal Consulting, Inc. 19 Confidential
We look forward to serving you.
Thank you.
E X P E C T M O R E . AC H I E V E M O R E .