why connect unstructured content to structured processes?
DESCRIPTION
SAP ALM forum 24 may 2012, 's-HertogenboschSpreker:Richard Verbeek, principle solutions consultant, OpenText BeneluxTRANSCRIPT
Rev 2.0 01102010
Why Connect Unstructured Content to Structured Processes?
Richard Verbeek Principal Solution Consultant
June 4, 12
Copyright © Open Text Corporation. All rights reserved.
Navigating the road of SAP content can be more straight forward then you think
Beyond just Archiving
Although archiving is a and part of every SAP implementation. Its now important for organizations to
look at SAP businesses processes with existing content from across
their organization.
How easily do your employees find content that supports the transaction?
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Are you drowning with the amount of content being stored
on an annual basis?
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6 * Companies surveyed by AIIM
Are you improving efficiency and optimizing business processes by providing employees with collaboration tools that are tied to the business process?
8 * Companies surveyed by AIIM
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ECM Solutions Becoming an Integral Part of Core Business Processes
How many ECM solutions does your organization have?
Source: Forrester October 2009 Global ECM Online Survey
Content locked in siloed, fragmented content management applications
Inefficient paper-based processes
Content not retained for legally required duration, or kept too long
Increased regulation requiring auditable content lifecycle records
Reduced business process efficiency
Increased legal and compliance risk
Inability to find needed information amongst growing volume of content
The Challenges faced with Unmanaged Content
The value of organizational content is greatly when its not managed in the context of the transaction it
supports. The benefit of Enterprise Content
Management is delivering the to the
in the
Weaving Content into Business Processes
Best Practices for ECM in SAP
within your organization can no longer be left as an
. It is critical part of running a
successful business.
enables your SAP applications the
ability to integrate content to the transaction in
consumable business views.
Key Benefits: • Improve Business Process Efficiency by Connecting Content to Process • Improve Regulatory Compliance by Managing Content Through Its Lifecycle
Document Management Collaboration Capture Workflow Content Access Records Management Archiving
Deep connection with SAP Data structures
Seamless integration with various SAP UIs
Workspaces developed to natively extend SAP processes with ECM
Project Management Quality Management Investigative Case Management Enterprise Asset Management Store Lifecycle Management Fraud Prevention Management And Many Others!
SAP Extended ECM by Open Text
ECM
Business Suite
+
Complete Content Lifecycle Management
Deep Integration with SAP
Unique Capability to ‘Content Enrich’ SAP Business Processes
=
Non-SAP User
Providing Accessibility to Beyond SAP
SAP User
SAP Related Content
Non-SAP Related Content
Building ECM Solutions on the SAP Business Model
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Assets & Plants
EQUI, FLOC Workspace
Customers
Customer Workspace
Supplier
Supplier, PO Workspace
Projects
Project Workspace
Products Product
Workspace
Materials
Material Workspace
SAP MM
SAP FI, SRM
SAP PS
SAP SD, CRM
SAP PLM, QM
SAP PM
Purchase Requisition
Vendor Purchase
Order
Material
Request for Quotations
Sales Order
Extended ECM for Procurement Content Management for key process areas
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Purchasing Contract
Extended ECM provides Content Workspaces for key SAP Business Objects:
Project (Tender, Sourcing,
RFP)
Shopping Cart (SRM)
Develop Sourcing Strategies
Select Suppliers and manage Contracts
Order Materials and Services
Appraise and develop Suppliers
Procurement
Purchasing Contract Workspace in SAP
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Purchasing Contract Workspace (Web UI)
Contract Data from SAP
Contract File based on a centrally managed
Template
Contract Type
Roles and Responsibilities for
this Contract Check List for Contract Management
Contract Partner (Vendor)
Contract Phases
Contract Matter (Material)
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Purchase Order Workspace in SAP SRM
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Workspace in SAP SRM User Interface
Demonstration: Extended ECM für Einkauf
Where do customers see value?
" Integrated management of procurement data and documents
" Effective collaboration and process transparency for SAP and non-SAP user
" Content lifecycle control for documents and contracts
" Central management of vendor correspondence
Extended ECM for Procurement
Building ECM Solutions on the SAP Business Model
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Assets & Plants
EQUI, FLOC Workspace
Customers
Customer Workspace
Supplier
Supplier, PO Workspace
Projects
Project Workspace
Products Product
Workspace
Materials
Material Workspace
SAP MM
SAP FI, SRM
SAP PS
SAP SD, CRM
SAP PLM, QM
SAP PM
Purchase Order
Supplier
Project
Extended ECM for Customer Management Content Management for key process areas
Marketing Sales Customer Service
Revenue Accounting
Customer Relationship Management
Extended ECM provides Content Workspaces for key SAP Business Objects:
Customer
Sales Order
Sales Quotation
Sales Inquiry
Business Partner
Customer Contract
Campaign (CRM)
Opportunity (CRM)
Customer Workspace in Extended ECM UI
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Standardized folder structure
Transparency of new or changed
content
Content Filter for quickly finding the
relevant information
Customer data from SAP SD oder CRM
Related Project, Contract, Order
Workspaces
Roles and Responsibilities
Customer Workspace in SAP CRM
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Business Workspace Tab in CRM interface
Fulltext + metadata search
Powerful means to filter for relevant documents
Business Partner Workspace in SAP IC
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Extended ECM Workspace for Account Jane Butterfield
in IC interface
Can contain documents from CRM, ERP or from
outside SAP
Demonstration: Extended ECM für Kundenmanagement
Extended ECM Success Story – Viega
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Industry: Manufacturing
Business Challenges Disconnect between ERP, CRM and DMS Manual changes / updates Barriers between core process and
collaboration scenarios
Business Benefits 360°access to customer information Integration of content with business processes, increases
productivity, creates transparency and innovation Automated data synchronization between SAP CRM, ERP and
OpenText enables process improvement and data consistency
“Business processes are nothing without information and documents. These are created and managed not only within SAP, … , but also with other systems such as E-mail or Microsoft Office for example,” says Michael Nippel, Director of IT strategy at Viega
Where do customers see value?
" 360 degree view on customer information for sales, marketing and customer service
" Integrated access to ERP and CRM data and high-speed document lookups
" Central content repository with lifecycle management
" Guided creation of standardized documents based on templates
Extended ECM for CRM
Employee File
Management
Automate HR File handling and enable self-service scenarios
Invoice Management
and OCR
Minimize data capture effort and human intervention
Streamline accounts payable
processes
Digital Asset Management
Optimized management of rich media
assets
Integrate media into marketing communi-
cations
Document Presentment
Automate document generation
and personalizati
on (e.g. billing
statements)
Extended ECM
Unique integration into thousands of SAP business
objects
Collaborate on SAP and non-SAP content in
Business Workspaces
Include SAP and non-SAP users via multiple User
Interfaces
Enterprise Records Management
Archiving (Enterprise Library) Secure, compliant, cost-efficient storage of information
Travel Receipts
Management
Automate receipt
handling and streamline expense
management process
Portal Content Management
Manage documents
and collaborate in
SAP Portal and Enterprise
Workspaces
Empower end users
Portal Site Management
Create and manage SAP NetWeaver Portal sites
and Enterprise Workspaces
Empower end users
OpenText Suite for SAP® Solutions
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Document Access 360 degree information access
Why OpenText Extended ECM?
" OpenText is the market leader in ECM and is SAP’s strategic partner
" Extended ECM offers a productized embedding of ECM in SAP ERP, CRM, SRM, PLM,…
" Access to all business-relevant information via preferred user interface
" Low implementation risk, lower upgrade efforts and TCO by native integration between SAP and Open Text
" Only ECM solution in the market premium-qualified, supported, maintained, and sold by SAP itself
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Questions?
Richard Verbeek [email protected]
LinkedIn Group Extended ECM: http://www.linkedin.com/groups?home=&gid=3874677