february 2013 consultant delivery guide data migration starter pack for sap solutions

February 2013

Consultant Delivery Guide

data migration starter pack for SAP solutions

WE LISTEN • WE PARTNER • WE SUCCEED

» Project Planning■ Service Organization

■ Service Delivery Team (Coeus / Customer)

■ Timelines

» Rapid Data Migration Overview■ Service Description

■ Key Deliverables

■ Service Building Blocks

» Step-by-Step Guidelines for Service Delivery■ Detailed guidelines can be found in RDS Step-by-step guide

» Further Information■ On-boarding information for the project team

■ FAQ

■ Tips & Tricks



Data migration starter pack for SAP solutionsHigh-Level Service Description

What is the data migration starter pack for SAP solutions?Designed for SAP Rapid Deployment Solution (RDS) customers looking to migrate their current data to SAP ERP, CRM or Utilities

A jump-start on data migration with a mature information management infrastructure & proven implementation methods

An approach based on Rapid Deployment Solution packages with fixed scope and fixed price

A service targeted to small and midsize enterprises as well as dedicated business units of large enterprises

What is the data migration starter pack for SAP solutions?Designed for SAP Rapid Deployment Solution (RDS) customers looking to migrate their current data to SAP ERP, CRM or Utilities

A jump-start on data migration with a mature information management infrastructure & proven implementation methods

An approach based on Rapid Deployment Solution packages with fixed scope and fixed price

A service targeted to small and midsize enterprises as well as dedicated business units of large enterprises

Customer AdvantagesOriented toward customer needs

Fast and cost-effective solution reducing project risks

Based on predefined business content and user-friendly SAP BusinessObjects Data Services Tool

Professional consultancy

Customer AdvantagesOriented toward customer needs

Fast and cost-effective solution reducing project risks

Based on predefined business content and user-friendly SAP BusinessObjects Data Services Tool

Professional consultancy

Rapid Data Migration

SAP DATA SERVICES

RDS RDS CONTENT & CONTENT & APPROACHAPPROACH

TARGET TARGET PREDEFINED PREDEFINED

BUSINESS BUSINESS CONTENTCONTENT


Rapid Data Migration ContentMajor Components of SAP Data Migration software SAP Data Services: Data management platform to support all migration tasks

SAP BusinessObjects BI*: Includes Xcelsius, Webi, Crystal for reporting

SAP Information Steward*: Source data profiling

Software components

Rapid data migration content components

Migration content loaded into Data Services.

WebIntelligence reports for monitoring the data migration.

Migration services to map source data to SAP business context.

Migration content for reconciling what was loaded in the target from the source.

*optional component


Software Requirements for ERP/CRM PackageProduct Product Version Component Logical Component in

SAP Solution Manager*Comments

SAP ERP SAP ECC6 EHP3 or above SAP_APPL release 603 or above Not required For ERP objects

SAP ERP SAP ECC6 EHP4 or above SAP_HR release 604 or above Not required For HCM objects

SAP ERP SAP ECC6 EHP3 or above EA-RETAIL release 603 or above Not required For Retail objects

SAP CRM SAP CRM 7.01 or above Not required For CRM objects

SBOP BI Platform 4.0 - ENTERPRISE Server

SP04 or above Not required

SBOP BI Platform 4.0 – Enterprise Client Tools


SBOP Data Services 4.1 SP00 Patch2 or above Not required

SBOP Information Steward 4.1

SP01 or above Not required For Data Profiling and Data Quality


Software Requirements for Utilities PackageProduct Product Version Component Logical Component in

SAP Solution Manager*Comments

SAP Solution Manager SAP Solution Manager 7.0 SAP EHP 1 for SAP Solution Manager 7.0

Not required Optional implementation tool

SAP ERP SAP ERP 6.0 SAP ECC Server ERP60_ECCSERVER

SAP ERP ENHANCE PACKAGE

EHP4 FOR SAP ERP 6.0 SAP ECC Server Pack successor

ERP60_EHP4_ECCSERVER

SAP Utilities/Telecommunication

SAPK-60401INISUT SAP IS-UT Not required

Fast-Track Implementation for SAP Utilities

EHP4 FOR SAP ERP 6.0 Not Applicable Logical SOLMAN Component

Contact SAP Consulting for details

SBOP BI Platform 4.0 - ENTERPRISE Server


SBOP BI Platform 4.0 – Enterprise Client Tools


SBOP Data Services 4.1 SP00 Patch2 or above Not required

SBOP Information Steward 4.1 SP01 or above Not required For Data Profiling and Data Quality


Data migration to SAP systemArchitectureLegacy Data Environment

XML

Applications

Databases

Flat Files/Excel

Loading

Extract & Profile

Data Staging and Test Environment

Staging Area

Data Services Platform

Cleanse

Name Parsing

Address Parsing & CorrectionMaterial/Product ParsingMatching

SAP Configuration

Extraction

Reconciliation

Performance Analysis

Dashboards and Business Reporting

Validate & Load

Business Validation

RulesAutomatic SAP Config Validation

Transform

TransformData into SAP

structure

Transparency, Communication and

Governance

Target Environment

SAP

ISMW file or iDocs

Pre-Built load routines for SAP

Objects


This solution provides data migration to the SAP Rapid Deployment Solution (RDS) for ERP, CRM or Utilities. The solution covers the migration of a different number of objects depending on the selected scenario(s). The solution will include

All required components, mapping and migration content in Data Services,

Reports & dashboards for performance analysis Software installation (optional)

Includes implementation in 2 environments (Development and Production) Possible scenario:

ERP and/or CRM can be selected Utilities can be selected

Number of migrated objects: ERP: 5 (3 masters and 2 transactionals) CRM: 8 object types including 19 objects Utilities: 25 objects

Opportunities Customer has chosen SAP ERP, CRM or Utilities to replace their legacy

system Customer has to make decision on ETL vendor to extract and transform data

from legacy sources to be ready for loading into SAP system.

Best practice functionality based on prescriptive scope

Reduced implementation costs and realization time

Fast to deploy

Benefits

Efforts

Further Information

Service Description

Delivery Method: Remote & Onsite with local region and GD Implementation:

ERP : up to 11 weeks CRM: up to 15 weeks; Utilities: up to 34 weeks

SBO Software: Data Services 4.1 Enterprise BI 4.0 (optional), Information Steward 4.1

Contact: Global – [email protected] ,

Experienced, qualified consultants Automation of extraction and

transformation logic. Fixed-price model and

preconfigured processes

Content of Service

Related ServicesAfter this service, you can add the following services: IT SDO RDS Implementation of Data Archiving Strategy Implementation of Data Cleansing Strategy Data Governance & Master Data Management

Rapid Data Migration to SAP ERP/CRM/UtilitiesMaster Service Description

Start phase includes: Workshops to confirm predefined requirements

Deploy phase optionally includes: Software Installation services as a part of this Service for

twoenvironments (dev and prod) Deploy phase includes:

Installation and configuration of the RDS content Data profiling, mapping workshops, mapping of the selected

objects and testing in DEV environment Training to key users Up to three mock-up test runs

Run phase (Go-Live): Support a pilot go-live for data migration


Service Building Blocks (On Premise)SAP ERP-CRM Package (RDM_ERP_CRM_DS41)

Possible Service Flavors: Base Module + Install Module (if required) + Starter Module for ERP and/or CRM (at least 1 based on scope customer chooses)

Installation Module

Base Module (Common to all Options Modules)

Installation of SAP Data Services 4.1, BI 4.0 (optional), Information Steward 4.1

Base/Frame Service to kick off the service and define the scope for the implementing modules. The Base includes standard project activities that are generic and can be combined with all described modules

Note: No common deployment activities of the Migration Starter Service

Specific set up of the Migration Starter Service

Migration implementation of the objects defined in the Base Module

Test and Go-live Support

Note: 5 objects (3 masters + 2 transactions) out of the ERP list of objects

ERP Starter Module




Note: Migration of the 8 object types in the list of CRM objects

CRM Starter Module


Service Building Blocks (On Premise)SAP Utilities Package (RDM_CRM_UTIL_DS41)

Possible Service Flavors : Base Module + Install Module (if required) + Starter Module for Utilities

Installation Module

Base Module (Common to all Options Modules)

Installation of SAP Data Services 4.1, BI 4.0 (optional), Information Steward 4.1

Base/Frame Service to kick off the service and define the scope for the implementing modules. The Base includes standard project activities that are generic and can be combined with all described modules

Note: No common deployment activities of the Migration Starter Service




Note: Migration of 25 objects

Utilities Starter Module


List of Objects for the ERP Starter Module■ Service Master

■ Accounts Payable/Receivable

■ Work Centers

■ Service Master

■ Equipment

■ Standard hierarchy

■ Profit Centers

■ Cost Centers

■ Exchange Rates

■ Object Dependencies

■ Sales Orders

■ Purchase Orders

■ Internal Order

■ Source List

■ Work Breakdown Structure

■ Functional Locations

■ Bank

■ Configuration Profiles for Material

■ Fixed Assets

■ Functional Location

■ Purchasing Requisitions

■ Contracts

■ Scheduling agreements

■ Material stocks WM

■ Reference operation set

■ Order reservation

■ Planned independents requirements

■ Open deliveries

Master Data ObjectsTransactional Data Objects

■ Secondary Cost Elements

■ Characteristic Master

■ Class Master

■ Activity Types

■ Activity Prices

■ Customer Master

■ Vendor Master

■ Material Master

■ Material Classification

■ Material QM Inspection Type

■ Material External Customer Replenishment

■ Purchasing Info Records

■ Inspection Methods

■ Master Inspection Characteristics

■ Inspection Plans

■ Bill of Materials

■ Routings

■ SD Pricing

■ Inventory Balances


Deliverables

Servers and Software Installed

List of Options Selected

ERP/CRM: Licensee data cleansed (if needed)

Utilities: Licensee data cleansed (as per scope in section 1)

User Acceptance Testing

Switch to Production

End user Training

Go Live and go live support

Servers and Software Installed

List of Options Selected

ERP/CRM: Licensee data cleansed (if needed)

Utilities: Licensee data cleansed (as per scope in section 1)

User Acceptance Testing

Switch to Production

End user Training

Go Live and go live support

Customer

Kick Off Workshop

Installation Module : Installation of SAP Data Services, SAP Information Steward and SAP Business Intelligence

Confirm Installation

Activation of Solution

Confirm Activation of Solution

Key User Training Workshop

Go-Live assistance.

Kick Off Workshop

Installation Module : Installation of SAP Data Services, SAP Information Steward and SAP Business Intelligence

Confirm Installation

Activation of Solution

Confirm Activation of Solution

Key User Training Workshop

Go-Live assistance.

Coeus


List of Objects for the CRM Starter Module (1/2)

# Migration Object Description Prerequisites

BUSINESS PARTNER Business Partner – Customers

BUSINESS PARTNER Business Partner – Contact Persons

BUSINESS PARTNER Business Partner – Employees

BUPA_HIER Business Partner Hierarchies

BUPA_REL Business Partner Relationships

BUSINESS TRANSACTION Business Transaction – Tasks

BUSINESS TRANSACTION Business Transaction – Activities

ORG STRUCTURE Enterprise Organizational Structure

EXCHANGE_RATE Exchange Rates

BUSINESS TRANSACTION Business Transaction – Knowledge Articles

BUSINESS TRANSACTION Business Transaction – Incidents

BUSINESS TRANSACTION Business Transaction – Problems

BUSINESS TRANSACTION Business Transaction – Service Requests

1

2

3

4

5

6

7

8

9

10

11

12

13

1

3

21 3

1

2

3

2

3

21 3

21 3

21 3


List of Objects for the CRM Starter Module (2/2)


BUSINESS TRANSACTION Business Transaction – Requests for Change

PRODUCT_MAT Product – Materials

PRODUCT_SRV Product – Services

BUSINESS PARTNER Business Partner – Prospects

BUSINESS TRANSACTION Business Transaction – Leads

BUSINESS TRANSACTION Business Transaction – Opportunities

15

14

16

17

18

19

2

17

31

9

9

15 162 171


List of Objects for the Utilities Starter Module (1/2)


PARTNER Business Partner

PART_REL Business Partner Relationship

ACCOUNT Contract Account

DEVICE Device

CONNOBJ Connection Object

PREMISE Premise

DEVLOC Device Location

NOTE_DLC Notes to Field Service for Connection Object

INSTLN Utility Installation

FACTS Individual Facts for Utility Installation

INSTMGMT_T Installation Management Technical

INSTMGMT_B Installation Management Billing – Related

MOVE_IN Move In Contract

1

2

3

4

5

6

7

8

9

10

11

12

13

1

5

7

6

9

4 7

4 9

3 9

1

4 9

2

5 6

5


List of Objects for the Utilities Starter Module (2/2)


DOCUMENT FI-CA Document

INSTPLAN Instalment Plan

SECURITY Security Deposit

STRT_ROUTE Meter Reading Sequence

METERREAD Meter Reading

BCONTACT Customer Contact

BCONT_NOTE Notes

PROPERTY Owner Assignment

BBP_EXT Budget Billing Plan with External Scheduling

DISC_DOC Disconnection Document

DISC_ORDER Disconnection Order

DISC_ENTER Disconnection

24

25

15

14

16

17

18

19

20

21

22

23

3

4

4

1

19

23

9

131

3 141

1 3

5 63 91

3 9 131

4 9 133

9 134




■ Timelines






■ FAQ

■ Tips & Tricks



Project Sponsor

Resourcing

CEMCustomer Project

Manager

Organization

Coeus Project Manager

Technology Consultant(s)

Application Consultant(s)

Technology Consultant(s)



Customer Team Responsibilities–Project Manager

•Technical and functional project management

•Coordination of interfaces

•Risk Management

•Organization of project meetings and status update

•Controlling of the overall project

•Controlling of project progress and results (including project reporting)

•Main contact and reporting to the Project Sponsor

–Technology Consultant(s)

•Contribute to the implementation of the Rapid Data Migration

•Work alongside the Coeus team for the duration of the RDS to fast track skills.

•Be part of the customer Rapid Data Migration team once the RDS has been completed

•ABAP skills

•IDoc skills (ERP/CRM)


•Expert advice and guidance on ERP/CRM/Utilities business areas and processes

•A central point of contact for ERP/CRM/Utilities related questions

•Document requirements for TO BE gap analysis

•Expert advice and guidance on ERP/CRM/Utilities business areas and processes

•A central point of contact for ERP/CRM/Utilities related questions


Coeus Team Responsibilities–Project Manager

•Technical and commercial project management

•Ensures delivery & status of Coeus’s deliverables

•Liaises with customer Project Manager for status reporting

•Controls Coeus resourcing

–Application Consultant(s)

•Lead the data quality assessment and data mapping between source and target system

•Provide key input on SAP target structure and business rules for the data mapping

•Support Customer in the configuration of SAP target environment

Lead Technology Consultant

•Serve as a central contact person throughout the RDS implementation

•Install and configure the EIM&BI software and best practices content

•Provide technical leadership on the use of tools to perform ETL and data profiling

•Implement the data mapping within Data Services

•Jointly responsible for the data mapping

•Present the data quality demonstration if in scope

•Run data migration end-to-end tests

•Provide knowledge transfer and RDS handover

Technology Consultants

•Implement the data mapping within Data Services

•Run data migration end-to-end tests


SelectionERP + Install

ModulesCRM + Install

Modules

Utilities + Install

ModulesERP Module CRM Module

Utilities Module

ERP + CRM + Install

Modules

ERP + CRM Modules

Installation

ERP

CRM

Utilities

Duration 55 days 55 days 170 days 52 days 52 days 167 days 105 days 99 days

Modular Selection


Summary: Organization, Roles, Effort EstimationBase Service + Installation Module + ERP Module Service (Delivery) Owner/s: Jerome Delune

Expected Service Delivery Time: 11 Weeks


Summary: Organization, Roles, Effort EstimationBase Service + Installation Module + CRM Module

Service (Delivery) Owner/s: Jerome Delune



Summary: Organization, Roles, Effort EstimationBase Service + Installation Module + Utilities Module Service (Delivery) Owner/s: Jerome Delune



DEPLOYDEPLOYDEPLOYDEPLOY RUNRUNRUNRUN

Adapt and send pre-delivery requirements to the customer

Install DS & BI

Configure RDS

Extraction and Profiling

Conduct Data Migration Workshop

Data Mapping

Unit Test Solution

Train Key Users

Mock Runs

Hand over Solution

Go live

Prepare Project

Perform Kick-off Workshop

Select Options

Check Installation

Go-Live Support

Coeus involvement Customer involvement

2-6 weeks before

After Go-Live

STARTSTARTSTARTSTART

Week 1 Week 2 - 10 FINISHSTART

Project InvolvementBase Service + Installation Module + ERP Module

Week 11




Install DS & BI

Configure RDS



Data Mapping

Unit Test Solution

Train Key Users

Mock Runs

Hand over Solution

Go live

Prepare Project

Perform Kick-off Workshop

Select Options

Check Installation

Go-Live Support


2-6 weeks before

After Go-Live



Project InvolvementBase Service + Installation Module + CRM Module

Week 15




Install DS & BI

Configure RDS



Data Mapping

Unit Test solution

Train Key Users

Mock Runs

UAT

Hand over Solution

Go live

Prepare Project

Perform kick-off Workshop

Select Options

Check Installation

Go-Live Support


2-6 weeks before

After Go-Live



Project InvolvementBase Service + Installation Module + Utilities Module

Week 32


Project PlanningBase Service + Installation Module + ERP Module

START

Kick-off / Scope completed

DEPLOY

Solution activated and confirmed

2 Mock Runs

FINAL PREPARATION

Production cutover / Switch to Production

1

2

3

4

Week 1

Week 9

Week 10

Week 11

Software Installation

RDS Configuration


Data Mapping Workshop

Modifying DS Jobs & Unit Testing

Knowledge Transfer

Week 2

Week 4

Week 8

PILOT GO LIVE


Project PlanningBase Service + Installation Module + CRM Module

START


DEPLOY

Solution activated and confirmed

2 Mock Runs

FINAL PREPARATION


1

2

3

4

Week 1

Week 10

Week 14

Week 15


RDS Configuration



Modifying DS Jobs & Unit Testing

Knowledge Transfer

Week 2

Week 4

Week 6

PILOT GO LIVE


Project PlanningBase Service + Installation Module + Utilities Module

START


DEPLOY

Solution activation and confirmation

3 Mock Runs

FINAL PREPARATION


1

2

34

Week 2

Week 31

Week 33

Week 34




Modifying DS Jobs

Knowledge Transfer

Week 3Week 4

Week 8

RDS Configuration

Week 13

Week 18

String Test

Week 24Week 25

Mock Run 1

Week 27 Mock Run 2

Week 29

PILOT GO LIVE




■ Timelines






■ FAQ

■ Tips & Tricks



1. STARTFlow of activities

Customer Coeus Manager Coeus Technical Coeus Functional

1. Receive delivery activation notification

1. Receive delivery activation notification

DeployDeployDeployDeploy

2a. Call customer, confirm expectations, dates, and next

steps

2a. Call customer, confirm expectations, dates, and next

steps

3. Agree on all dates for scheduled activities

3. Agree on all dates for scheduled activities

4a. Update delivery team, send status e-mail

4a. Update delivery team, send status e-mail

5. Perform Kick -Off Workshop5. Perform Kick -Off Workshop

7. Complete Prerequisites7. Complete Prerequisites 6. Send Pre-Delivery Checklist6. Send Pre-Delivery Checklist

8. Confirm Prerequisites are Complete

8. Confirm Prerequisites are Complete

2b. Provide Personalization Information

2b. Provide Personalization Information

4b. Consultant Ramp Up4b. Consultant Ramp Up

9. Acceptance Sign Off9. Acceptance Sign Off


1. START Phase Overview – Key Activities

1.1 Receive signed Statement of Work Yes / No

1.2a

Call customer, confirm expectations, agree on dates –•Review the detailed activity plan provided in the Schedule worksheet in the Schedule and Effort Estimation Excel. This will provide an overview of the task hierarchies for the service

•Review the key deliverables and the contractually stipulated deliverables listed in the WBS of Deliverables

Yes / No

1.2b Customer provides all the Personalization Information Yes / No

1.3 Agree on dates for all scheduled activities. Yes / No

1.4a Update delivery team, send status e-mail to sales/consulting manager / project manager… Yes / No

1.4b Ramp up the consultant Yes / No

1.5

Prepare for workshop. Coeus’s and the customer’s project manager jointly prepare for the project kick-off workshop. Coeus’s solution architect prepares the workshop content. Conduct Kick-off, Business Process Knowledge Transfer and Options workshop. A one day workshop is held to:

•Demonstrate the packages (as part of business process knowledge transfer) to be implemented and to define the project steps and basic configurations (such as master data replication).

•Discuss and decide upon customer-specific options.

Yes / No

# Description Completed


1. START Phase Overview – Key Activities

1.6Send prerequisites to the customer – •Read and review the Pre-delivery Requirements and Checklist and then send it to the customer

Yes / No

1.7

The customer should have installed the software components prior to the start of the project and created all necessary user IDs for the project team in the systems as defined in the pre-requisites.The customer ensures that they are all fulfilled (e.g. installed software, create support user/s, open remote connection).The customer confirms all the pre-requisites

Yes / No

1.8 Consultants confirm in turn that the pre-requisites are all met Yes / No

1.9 Start Phase Acceptance Sign-off Yes / No

• Pre-delivery Checklist

• Scoping Questionnaire

• Customer environment is ready for starting the Deploy phase

Key Outputs or Deliverables



2. DEPLOY Phase Flow of activities Customer Project Manager Coeus Technical Coeus Functional

1.1. Review and finalize outcome

from the workshop

1.1. Review and finalize outcome

from the workshop

1. 2 . Capture final design 1. 2 . Capture final design

4. Data ServicesInstallation and Configuration (DEV, PRD)

4. Data ServicesInstallation and Configuration (DEV, PRD)

3. Data Services Architecture Design

3. Data Services Architecture Design

5. Source Data Extraction & Profiling 5. Source Data Extraction & Profiling

6. Conduct Data Mapping Workshop 6. Conduct Data Mapping Workshop

7a. Complete BlueprintBy updating Mapping Template (XLS)

7a. Complete BlueprintBy updating Mapping Template (XLS)

7b. Answer open questions for scoping / setup7b. Answer open questions for scoping / setup

8b. Scope Acceptance / Sign Off

8b. Scope Acceptance / Sign Off

8a. Confirm Scope Fit / Gap

8a. Confirm Scope Fit / Gap

Deploy NextDeploy NextDeploy NextDeploy Next


2. DEPLOY NEXT Flow of activities

Customer Coeus Manager Coeus Technical Coeus Functional

RunRunRunRun

10. Modify Workflows based on Blueprint & Unit Test 10. Modify Workflows based on Blueprint & Unit Test

14a. Mock Runs14a. Mock Runs

14b. User Acceptance / Sign Off14b. User Acceptance / Sign Off

9. Ensure access to Legacy data source

9. Ensure access to Legacy data source

12. Test & Troubleshoot:12. Test & Troubleshoot:

11. Map Input values in the Lookup Maintenance Application 11. Map Input values in the Lookup Maintenance Application

13. Knowledge Transfer

13. Knowledge Transfer

Deploy Deploy Deploy Deploy


2. DEPLOY PhaseOverview – Key Activities

2.1 Review and finalize outcome from the workshop. Yes / No

2.2Capture final design. The joint project team initiates and completes the scope items decided during the workshop. Any additional scope not covered in RDS will be considered change request/change order.

Yes / No

2.3

Architecture Design must be completed for the Data Services set up. • Set up the connectivity to Source Data and conduct the Data Profiling of the legacy system.• Technical resources will deploy the Migration Services Web Application and Best Practices content• Required developer ids and admin ids will be created and updated in a configuration document.

Yes / No

2.4 Install Data Services on a 2 Tier Landscape (DEV, PRD) and Configuration of Best Practices Yes / No

2.5 Conduct the data extraction and profiling from the legacy system Yes / No

2.6 Conduct a data mapping workshop to finalize the data mapping and confirm the user defined options Yes / No

2.7Complete Blueprint by updating the Data Services mapping templatesGet feedback from the customer

Yes / No

2.8 Confirm scope and get acceptance of the scope Yes / No



2. DEPLOY PhaseOverview – Key Activities

2.9Customer to ensure that the required security access is set up properly on the Source and Target systems

Yes / No

2.10Modify the Workflows based on the updates from the Mapping WorkshopLeverage the Migration Services web application to update the Look-up Data within the database directly

Yes / No

2.11 Map Input values in the Lookup Maintenance Application Yes / No

2.12

Test & Troubleshoot:•Execute Object Processing Job•Review Invalid Output•Import SAP Data•Run Reconciliation Jobs•Business Process Check

Yes / No

2.13

Knowledge Transfer - Train Key UsersSAP consultants provide knowledge transfer to key users. The customer is responsible for developing end-user training content. Knowledge is transferred to the customer’s IT staff “on the job”. It is assumed that customer provides full-time IT personnel who can take up the ownership of production setup and support activities for going live.

Yes / No

2.14Mock Runs Customer will execute User Acceptance Testing and sign-off on UAT

Yes / No


• Solution has been configured/developed• Key Users have been trained• Testing has been performed and issues resolved• Customer is ready to start the Run phase



3. RUN Phase

Flow of activities Customer Project Manager Senior Application Consultant Application Consultant

6. Project Acceptance and Closure

6. Project Acceptance and Closure

1.7. Sign-Off1.7. Sign-Off

Delivery Acceptance Criteria and Sign-off

1.1. Prepare End User training

1.1. Prepare End User training

5. Go-Live Support5. Go-Live Support

1.4. Set-up production system

1.4. Set-up production system

1.3. Approve tests and hand-over

1.3. Approve tests and hand-over

1.2. Execute UAT1.2. Execute UAT


3. RUN Phase Overview – Key Activities

3.1 Customer prepares End User training and responsible for testing quality gates. Yes / No

3.2 Customer performs UAT tests. Yes / No

3.3Approve tests and hand-over solution – Customer approves tests and official hand-over of the RDS solution from consulting to customer.

Yes / No

3.4Customer prepares cut overCustomer executes cut-over plan to Production system.

Yes / No

3.5Go-Live SupportCoeus provides two to four days remote support following go-live.The customer is responsible for support after going live.

Yes / No

3.6Project Acceptance and Closure - Read and review the Delivery Acceptance Criteria and Sign-off document and then send it to the customer.

Yes / No

3.7Sign-off – Together with the customer, go through the Delivery Acceptance Criteria and Sign-off document and sign it off, capture any feedback / lessons learned.

Yes / No

• Delivery Acceptance Criteria and Sign-off

• Service Delivery completed and customer signed off




When to Use the Templates/Guides

Start (Scoping / Setup)Start (Scoping / Setup)Start (Scoping / Setup)Start (Scoping / Setup) Deploy (Realization, Cutover & Final Prep)Deploy (Realization, Cutover & Final Prep)Deploy (Realization, Cutover & Final Prep)Deploy (Realization, Cutover & Final Prep)

Pre-Delivery Requirements and Checklist Qualification QuestionnaireSOW

Data Services Data Mapping Document Template

Data Services Quick and Configuration Guides

Business Process Documentations Test Plans and Scripts User Training

Delivery Acceptance Criteria and Signoff

Scoping Questionnaire Project Kick-off

Presentation

4 weeks before

Generic document relevant throughoutthe whole Service Delivery cycle :Generic document relevant throughoutthe whole Service Delivery cycle : Step by Step Guide Consultant Delivery Guide WBS Document

Please find the complete list accelerators in the Rapid Data Migration Bill of Material and when to use them…..

Start delivery

Run (Go-Live)Run (Go-Live)Run (Go-Live)Run (Go-Live)




■ Timelines






■ FAQ

■ Tips & Tricks



RDS On-boarding Information

Include engagement specific on-boarding documentation for consultants

Start Date

Location

Team/Project Introduction

Client Specific ID card application forms

Client Side Org Chart and Key members

Client Holidays

Milestone dates based on the then current date

Include engagement specific on-boarding documentation for consultants

Start Date

Location

Team/Project Introduction

Client Specific ID card application forms

Client Side Org Chart and Key members

Client Holidays

Milestone dates based on the then current date

To be prefilled before service delivery. The objective is to assure that team

members understand the customer and Logistics .

!! To be prefilled by Project Manager !!


On-boarding documentation

Recommended Reading

<Links to customer website><Link to AIM Company Annual Report 2007>

Company Project LocationConsultants will work at the following locations:

Key Contacts at the customer site (to address logistic questions)

AccommodationAccommodations are provide by the client through an agreement with the <Hotel in City>. This hotel is located directly across the street from the client site. Every effort should be made to make Hotel reservations two weeks prior to an onsite visit and must be facilitated between the client representative and the hotel. Forward your arrival and departure date details to <Colleague> at <Mail>. <Colleague> will confirm the reservation with the client for you and send you a confirmation e-mail. When you arrive onsite take a taxi to the hotel location. <Link of Hotel>

Directions to the Company from the Hotel<Please add City Map>

To be prefilled before service delivery. The objective is to assure that team

members understand the customer and Logistics .

!! To be prefilled by Project Manager !!

<Service Phase> <Service Phase> <Service Phase>

<Address> <Address> <Address>

<Name> <Name> <Name>

<Role> <Role> <Role>


Frequently Asked QuestionsCommon to all packages

Q: What is the value of the service to SAP?A: The RDS for Data Migration for SAP is designed to demonstrate the potential of SAP’s Data Migration products and Best Practice Content.This can lead to additional opportunities with the customer in terms of:•License sales•Consultancy revenue•Additional RDS sales

Q: There is only a few days of project management assigned to this RDS, who is responsible for day-to-day project management activities?A: As the majority of the work is undertaken by the SAP Data Migration Consultant they would be expected to assume the day-to-day project management activities, reporting to the part-time project manager.

Q: The delivery timescale is very tight for such a project, how do I ensure it is delivered on time?A: The project kick-off meeting is there to ensure all parties understand what they need to deliver and when. This is a good time to re-affirm the importance of meeting deadlines given the short timescales.


Frequently Asked QuestionsRelated to ERP

Q: Why does the customer need to decide on their migration objects so far in advance of the project start?A: The objects to be migrated need to be decided early to enable resource teams to assign the correct SAP Functional Consultant to the project.

Q: What constitutes a “medium complexity” Data Migration object?A: There is no definitive answer to this, however it is important control customer expectation during the kick-off meeting to ensure what is agreed can be delivered within the allocated timescale.Limiting the number of attributes migrated for an object will still demonstrate the capability.

A possible example object selection might be: Vendor Master and open Purchase Orders & Customer Master and open Sales Orders & Bank

Q: Why are the data volumes limited?A: The limitation is there as a guide to control the duration of the migration and demo test runs. If volumes exceed this, the source data can be filtered and this will still demonstrate the capability.


Tips & Tricks Ensure a broad selection of stakeholders, from senior management to end

users, executive sponsors (SAP & customer) to various team leads and members.

Ensure a well prepared, agreed and bought-in interview agenda, so attendees are available in time and agree to the review topics.

Conduct separate interview sessions with team leads, team members, customer and SAP project managers, stakeholders and business process owners; ideally 1 or 2 persons per session.

Focus on values delivered by this project: are customer expectations understood by the entire project team and properly transformed into a solution?

Actively listen to your interview partners. Avoid extensive discussions about solutions that may consume valuable time of your tightly scheduled interviews.

Join the team for lunch or dinner, more important information about the project may be available only outside the project premises, on a more informal basis.

Act independently and unbiased when evaluating risks and issues. Being external to the project is your key advantage and induces trust.

Follow your intuition and experience; don’t stick too close to the review guidelines and content in PMR Tool, use built-in questions as “door opener” only, to get better access to the real critical topics.

The pure presence of project documents does not give much information about the project status; the absence of project documents says so much more.


Further Information

– Sales Kit

Link to Collaboration Room

Link to Service Browser

– ASAP Roadmap Composer

Add link to Roadmap or add instructions

– SAP Portal Page

Link to relevant cRoom or Portal Page

– …..

TBD


Questions?


Key Contacts

50 © Coeus Consulting, Inc .

Allan AgustinAccount [email protected]+1 510 470 6469

Donna [email protected]+1 510-967-1908

Brandon ToombsArchitect [email protected]+1 469-233-9509

february 2013 consultant delivery guide data migration starter pack for sap solutions

Documents

current data

migration services

sap solution manager

sap business context

data management platform

comments sap erpsap

costeffective solution

fixed scope