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© 2012 Synactive, Inc. www.GuiXT.com
Simplifying the SAP Sales Document
and Customer Create Process at Esri
Customer Speaker:
Rob Seifert, Business Applications Manager, Esri
Host Presenters:
Daniel Nunes, Marketing Communications
Aparna Desai, Solutions Engineering Manager
Synactive Inc.
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Agenda GuiXT Technology
Introduction
Rob Seifert, Business Applications Manager, Esri
Presentation
Customer Service Challenges
Why GuiXT
Project Highlights
GuiXT Set-up
Before / After Screen Shots
Project Timeline
What’s Next
Results
Questions / Answers
Aparna Desai, Synactive
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Simplify, Clarify, and Optimize SAP
GuiXT Technology Embedded in SAP
Certified by SAP for NetWeaver Portals
No backend code changes
Benefits Faster SAP Data Entry
Input sets automatically fill in common information in SAP fields
Set default values
Less manual entry for users means fewer mistakes
Streamline business processes, remove unwanted fields, and consolidate
screen tabs
Synactive: GuiXT Technology
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© 2012 Synactive, Inc. www.GuiXT.com
Synactive: GuiXT Activation
Embedded within SAP!
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© 2012 Synactive, Inc. www.GuiXT.com
Synactive: GuiXT Solutions
GuiXT Technology is a
mature, risk free
enhancement which has been
bundled with SAP for the last
10 years.
Deployed to hundreds of
thousands of users worldwide,
GuiXT is fast to develop and
easy to customize.
Desktop
Offline
Office
Mobile
Web UI
ACCESS
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© 2012 Synactive, Inc. www.GuiXT.com
Simplifying the SAP Sales Document and
Customer Create Process at Esri
Presented by:
Rob Seifert
Business Applications Manager
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© 2012 Synactive, Inc. www.GuiXT.com
Rob Seifert
• Business Applications Manager
• 16+ years at Esri
• Developed and implemented custom ABAP programming and
GuiXT solutions
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Who is Esri?
• Esri develops geographic information systems (GIS) solutions that function as an
integral component in nearly every type of organization.
– Esri's ArcGIS technology enables capturing, managing, analyzing, and
displaying all forms of geographically referenced information
– Over 2,900 employees in the United Sates
– Headquarters located in Redlands, California
– 10 regional offices within the United States
– More than 80 distributors worldwide, with users in more than 150 countries
– 1,700 Business Partners worldwide
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© 2012 Synactive, Inc. www.GuiXT.com
Esri Customer Service’s Challenge
• SAP is extremely powerful, BUT…
– Too much of the information is across multiple screens, tabs, pop-ups, and even
separate programs
– Unclear field names
– No easy options for field help
• Too many opportunities for users to input incorrect and/or incomplete information
• Screens and processes took too long to learn and master
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Why We Chose GuiXT?
• Simple, yet powerful functionality
• User control over development, implementation, and maintenance
• Free up SAP team resources on more complex projects
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Pre-Planning to Ensure Success
• Strong management support
• Sufficient resources
– Development
– Users
• Understand the complete process
– Best practices documented?
• Define the “correct” process
• Know the data and how to measure it’s accuracy
– Mock up proposed changes
• Include management and user community
– Continued interaction through the entire process
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Minimum Requirements for Success
• Lead the user through a streamlined process
– Fewer screens, tabs, pop-ups, and unnecessary fields
• Default correct information where possible
• Quality check the information input by the user
• Ensure only accurate information can be input
• Keep it simple
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Proof of Concept
• Customer create process
– Fewer variables than sales document create
– Less development time required
– Lower number of impacted users
• All development and project management provided within Customer Service
• Immediate productivity gains
• Low maintenance
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Project Highlights
• Well defined process re-design
– Existing process
• Required user to go through up to 22 different screens, tabs, and pop-ups
– Create customer, assign credit, customer hierarchy, etc.
• Limited defaults and quality checks available
– Proposed process
• Only requires 3 screens
• Increase in proposed defaults and quality checks
– Mix of GuiXT and ABAP Function Modules
• Complete review and buy-in from user community
• Project reviewed and approved by management
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GuiXT Set-up
• Script management
– Visual Source Save (VSS)
– Remote server management
– Change management process
• QA
• Staging
• Production
• Default GuiXT to being activated
• Specialized technical requirements if using SAP Function Modules
• GuiXT scripts loaded locally
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Old Customer Master Create Screens
Up to 22 different screens, tabs, and pop-up windows
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New Customer Master Create Screens
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New Customer Master Create Screens Sample Script
Script for quality checks on data input by user.
Complete logic for ABAP function module
Call "Z_GET_INITIAL_DEFAULTS" "in=0001" "in=&V[g_v-09_country]" "in=&V[g_v-09_region]" "in=&V[g_v-
09_district]" "in=&V[g_v-09_zipcode]" "in=&V[g_v-09_customerclass]" "in=&V[g_v-09_customergroup]" "in=&V[g_v-
09_type]" "in=&V[g_v-09_industry]" "in=&V[g_v-09_name]" "in=&V[g_v-09_owner]" "out=SalesDistrict"
"out=SalesDistrictDescription" "out=AccountingClerk" "out=Owner" "out=Supervisor" "out=ShippingCondition"
"out=SalesOffice" "out=PaymentTerms" "out=Incoterms1"
Script for calling ABAP function modules
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Project Timeline
• 3 months prior to implementation
– Technical
• Determine and implement
– Guidelines for script management
– Naming and program management conventions established
• Set-up development server
• Basic script level testing
– Business
• Management and key power user begin meeting
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Project Timeline
• 2 months prior to implementation
– Business
• Requirements finalized
• Begin developing detailed test plans
– Technical
• Determine where to pull field information:
– GuiXT scripts
– ABAP function modules
• Development begins
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Project Timeline
• 1 month prior to implementation
– Business
• Testing begins
• Start creating documentation
– Technical
• Address any issues found in testing
• Night before implementation
– Technical
• Staff on site to ensure all transports to production are successful
– Business
• Perform some standard functions in production to ensure no issues exist
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Summary of Project
• Customer Service
– Management and key power users met on a regular basis to do the below
– Reviewed all data input into sales orders to ensure it should still be input (i.e. is
the data used to add value?)
– Determine
• The best process flow for inputting sales documents
• Should any field names be changed to be clearer for users
• What can be automatically be populated for users
• How can we identify incorrect data input into a sales document
– Management and key power users met and reviewed
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© 2012 Synactive, Inc. www.GuiXT.com
What Next?
• Sales Document Create, Change, & Display
– More complexity in the business processes
– Higher number of impacted users
– Combination of in-house and Synactive consultant services
• Goals
– Ensure employees following our best practices process flow
– Reduction in quantity of screens and unnecessary fields
– Simplify training process
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© 2012 Synactive, Inc. www.GuiXT.com
New Sales Document Create Screen
Links to published Policies & Procedures
Radio buttons helped user to
common choices, while
reducing clicks
Clicking Create Order buttons calls RFC to default
some field information for users
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© 2012 Synactive, Inc. www.GuiXT.com
New Sales Document Create Screen Sample Script
Script for links to published Policies & Procedures
Script for radio button options
Script for pushbuttons
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© 2012 Synactive, Inc. www.GuiXT.com
New Sales Document Header Screens
Screen includes fields from:
•Overview
•Header Sales tab
•Header Shipping tab
•Header Billing Document tab
•Header Conditions tab
•Header Partners tab
•Header Order Data tab
•Header Status tab
•Header Additional Data A tab
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New Sales Document Line Item Detail Screen
Clean up Overview
tab so that only
approved actions are
available to the user.
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© 2012 Synactive, Inc. www.GuiXT.com
New Sales Document Line Item Detail Screen
Screen includes fields from:
•Item Sales A tab
•Item Contract Data tab
•Item Shipping tab
•Item Conditions tab
•Item Partners tab
•Item Status tab
•Item Additional Data B tab
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Advantages of New Sales Document Screens
• Simplified entry process
– User starts at header level screen
• Fewer screens and fields
– Fields hidden based on document type
• Increased quality checks and more user friendly messaging through the process
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New User Home Screens
Related functions logically grouped
Mouse-over quick tips
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End Result
• Reduced training cycle
• Lower processing times
• Higher process accuracy
• Streamlined and simplified user processes
– Customer Master
• 22 to 3 (7:1)
– Sales Orders
• Header tabs: 10 to 2 (5:1)
• Item tabs: 9 to 2 (4.5:1)
• Ability to default information based on user input
• Improved programmatic quality checks
• User community control in development and maintenance
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© 2012 Synactive, Inc. www.GuiXT.com
How did Employees Perceive GuiXT?
Ease of Use
• 70% - A lot easier
• 26% - A little easier
• 4% - About the same
Likelihood of User Error
• 70% - A lot less likely
• 13% - A little less likely
• 16% - About the same
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Webinar: GuiXT Mobile Solutions Take SAP Everywhere…
When: February 15, 2012, 10 AM -11 AM (PST)
Where: Online
ASUG Georgia Chapter Meeting
When: February 24, 2012
Where: Atlanta, Georgia
Mobile 2012
When: February 28 – March 2, 2012
Where: Las Vegas, Nevada
Stop by our booth or attend a technical or business session at any of the events above and learn more about our innovative products and solutions.
Registration and details at: http://www.guixt.com/events/tradeshows.php
Upcoming Events
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Q & A
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For more information contact us at:
Synactive, Inc.
www.GuiXT.com
650-341-3310
Thank You Very Much!