simplifying the sap sales document and customer create … "out=salesoffice"...

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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.



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



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



Synactive: GuiXT Activation

Embedded within SAP!



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



Simplifying the SAP Sales Document and

Customer Create Process at Esri

Presented by:

Rob Seifert

Business Applications Manager



Rob Seifert

• Business Applications Manager

• 16+ years at Esri

• Developed and implemented custom ABAP programming and

GuiXT solutions



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



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



Why We Chose GuiXT?

• Simple, yet powerful functionality

• User control over development, implementation, and maintenance

• Free up SAP team resources on more complex projects



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



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



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



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



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



Old Customer Master Create Screens

Up to 22 different screens, tabs, and pop-up windows



New Customer Master Create Screens



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



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



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



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



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



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



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



New Sales Document Create Screen Sample Script

Script for links to published Policies & Procedures

Script for radio button options

Script for pushbuttons



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



New Sales Document Line Item Detail Screen

Clean up Overview

tab so that only

approved actions are

available to the user.



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



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



New User Home Screens

Related functions logically grouped

Mouse-over quick tips



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



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



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

http://www.guixt.com/events/tradeshows.php



Q & A



For more information contact us at:

Synactive, Inc.

www.GuiXT.com

650-341-3310

[email protected]

Thank You Very Much!

simplifying the sap sales document and customer create … "out=salesoffice"...

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