Employee Lifecycle with

SAP EHS Occupational Health for SAP S/4HANA

Torsten Graf, Joachim Jahr, SAP Intelligent Delivery Group, Global Sustainability Services
April 2nd 2020

PUBLIC
Disclaimer

© 2020 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an
SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors
contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of
any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for
SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such
products and services, if any. Nothing herein should be construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related
presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its
affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to
change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document
is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to
various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue
reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP
SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their
respective companies.
See www.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.

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Disclaimer

Processes and screenshots partly include functionality that is only delivered with the
EHS Engineered Service: Implementation of Health and Safety, Scope Option 02B

Package is sold separately.

Contact local sales representative or Sustainability Service Portfolio contacts for more details (see
last slides).

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Occupational Health processes with integration to
central HR
and operational risk management…
… should be available based on latest SAP technology …

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 Employee Lifecyle for Health & Safety Occupational Health & Safety Management

Human Capital Management

HR Change

Job Changes (hire, leave, change)

Organizational
Inform Manager
Change

Fit for Work, Restrictions, ... Workareas, Tasks, Positions

Exposure Analyses

Personal Hazards, Risk Assessment, Sampling

Perform and
Exposure (OEL), Safety Measures
Analyze
Profile
Results (Medical Tests, Exposed Hazards, Personal
Training,...), Diagnoses,... Protective Equipment,..

Planning

Health Surveillance Protocols, Fit

for work, Examinations, Safety
Awareness Trainings,
Vaccinations, Health Campaigns...
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To learn see that this the case within SAP S/4HANA today ......

… let‘s dive deeper into:

Health and Safety Management

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… as part of the SAP Sustainability Solution Offering:

Environment, Health Product Compliance

and Safety
Product Marketability and
Incident Management
Chemical Compliance

Safety Data Sheet and Label

Health and Safety Management
Management

Environment Management Dangerous Goods Management

Management
of Change

Maintenance Safety

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SAP EHS Solution Portfolio

EHS Incident Management Incident Safety

Near Misses
Management Observations

Intelligent EHS Technologies for Awareness, Automation, Ubiquity

EHS Health and Safety Chemical Chemical Operational Risk
Approval Management Assessment

Real Time EHS Reporting and Analytics

Action Tracking and Task Management

Industrial Hygiene Occupational
Audit Management*
and Sampling Health*

EHS Environment Management Regulatory and Emissions

Permit Compliance Management

Management of Change Management of

Change

Maintenance Safety Work

Permit to Work
Clearance/LOTO

Supporting Asset Human Contractor Implementation

Management Resources Management Add-ons
applications

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*part of add-on delivery
SAP’s commitment to Compliance and Sustainability
25 year record of investment, innovation and market leadership in delivering SAP Sustainability solutions

Optimized EHS in S/4HANA

Holistic
Sustainability solution:
Business integration

Business integration
EHS Renovation Mobile EHS
Product Compliance and Innovation: Business networks
Incident Mgmt
Cloud solutions
RoHS, REACH Risk Mgmt
Environmental Supplier Mgmt Environment Mgmt Predictive analytics
Chemical Mgmt
Compliance Mgmt of Change
Occupational Health

Permit Compliance EHS Content

Services scaled-up
Emissions Mgmt
Health and Safety Reporting
Rapid deployment

Industrial Hygiene and Safety

Foundation: Chemical Hazardous Substance Mgmt.
Safety Occupational Health

Substance DB EH&S classic EHSM EHS in S/4HANA

Material mgmt.
Product safety

1995 2000 2005 2010 2015 2020

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SAP EHS – Design Philosophy

Corporate

Insight
Analysis EHS Practitioner

Decision

Action

Field Operations Data

EHS Incident Management

EHS Health and Safety
EHS Environment Management
Maintenance Safety

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 The Fiori Launchpad – Role-based entry screen for all users

Anchor navigation
News and feeds to
allows direct access to
enhance collaboration
groups

Search across and

within apps to get
immediate answers
Group tiles for
personalized content
organization
Edit mode for instant
personalization of
groups and tiles
Dynamic charts to
provide high level, real-
time overview

Color coding alerts user

for any overdue, new or
immediate actions

Fiori Launchpad User Guide

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SAP EHS Employee Lifecycle
SAP EHS Occupational Health & EHS Risk Assessment
 SAP EHS Occupational Health

SAP EHS Occupational Health* & Risk Assessment* SAP EHS Risk Assessment

Employee Lifecyle SAP HCM (Personal- & OrgMgmt)

Monitor Risks &

Create/Change Compliance
Employee
Hire, Change, Leave

Inform (Empl., Assignment Identify Exposure

Manager) OrgManagement (Work Location, Job)

Attendance certificate, Fit for OrgUnit, Position/Job,… Hazards, Risks, Impacts, Samplings
work, work restrictions, Dates

Perform / Identify affected Identify Safety

Analyse Employees Measures

Examinations, Vaccinations, Add-/Delete Personal Safety Automatic (Exposure, Limits, Template) or

test results, trainings, Measures (based on Hazard, manual:
consultations, diagnoses, case Task/Job, Age, Gender,
history, restrictions, ... Planning/ Offerings)
• Personal Protective Equipment,

Invitations • Safety Awareness Trainings,

• Health Surveillance Protocols,
Health surveillance protocols, • Safety Card, Operating Instruction…
Vaccinations, Safety Awareness
Trainings, Health Campaigns,
Fit for work tests,… *Includes functional extensions prom the SAP EHS Service package (sold separately)
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Step 1: Risk Assessment
Parallel or pre-step
 Identify Exposure SAP EHS Employee Lifecycle Process
(Work Location, Job Pre-/Parallel Process: Identify exposure by job and/or workplace using a
Risk Assessment Project

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 Identify Exposure Identification of Hazards, Agents and Risk level
(Work Location, Job (Job related or ~independent) and...

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 Identify Safety ...definition of personal, organizational or technical safety measures
Measures

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 Structured Overview of Risks and Classifications per workplace (with
Monitor Risks possibility to jump into the details)…

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 …grouped e.g. per Hazard…
Monitor Risks

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 …or as reporting with Filter- und Export-functionality
Monitor Risks

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Step 2: Job Transfer
 Create/Change Process description: Hiring, changing, termination
Employees

▪ When hiring / changing staff

▪ Personal data is recorded by HR in SAP HCM
▪ EHS staff is automatically informed of the list of suggestions and necessary examinations based on the
risk assessment, tasks, age and gender are proposed.
(With an external HR system, interfaces to the local SAP system are required (e.g. SAP HR mini master))
▪ Job termination:
▪ EHS staff will be informed of the list of suggestions
▪ Assigned active examinations are removed and can no longer be scheduled
▪ Medical records can be retained (possibly for necessary follow-up examinations) or deleted after a defined
time, depending on the setting of the data protection guideline GDPR.

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 Assignment Workplace, Position/Job,…will be assigned to the person
OrgManagement (Example: Job conversion via SAP OrgManagement)

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 Assignment New employee gets automatically detected and displayed in EHS for the
OrgManagement linked "Location"

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Step 3: Determination and
Planning, Invitations
 Determination System automatically suggested in EHS Occupational Health with the
Person(s) necessary protocols

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 Planning/ Planning can be started after acceptance of suggestions
Invitations (Example: Planning of all G08 examinations with due date April 30th )

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 Planning/ Free appointments with the company doctor or external provider can be
Invitations predefined and booked via a calendar function.

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 Planning/ Employee receives an invitation via email or print out …
Invitations

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 Planning/ ... and can get information via the self-service application, if necessary also
Invitations accept / reject an appointment.

*EHS Engineered Service for Occupational Health is available separately for a fixed price
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 Inform With the MyHealth&Safety Cockpit, the employee can also answer
Employee questionnaires in advance.

*EHS Engineered Service for Occupational Health is available separately for a fixed price
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 Inform Off topic: With the cockpit, the employee gets an overview of his actual
Employee exposures and personal safety controls

*EHS Engineered Service for Occupational Health is available separately for a fixed price
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 Planning/ In case of an external provider, generate list with appointments and send it
Invitations e.g. to provider B.A.D. via email

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Step 4: Perform Medical
Services
 Perform / Examination will be executed (internal or external) and the result (medical
Analyse certificate) will be sent e.g. by post ...

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 Perform / ...and medical team would enter it in the system.
Analyse An inhouse doctor would enter the full details directly in the OH application,
like test results, diagnoses, restrictions,....

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 Perform / Safety Awareness Trainings are executed and the result is entered in the
Analyse application (supervisor view). The next due date is calculated automatically.

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Step 5: Inform and Check
 Inform Managers can be informed
(Supervisor)

▪ Depending on the internal process, managers enter the result in the system or receive notification of
the result by email or printout (examination with restrictions)
▪ Depending on the result, he/she may be able to derive personnel measures (job change if necessary)
▪ Certificates can also be issued for employees

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 Monitor Supervisors or occupational physicians can generate a list or statistics at any
Compliance time - e.g. about performed or due examinations or instructions

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 Monitor Manager can check the assigned protocols of their workforce with priority,
Compliance dates and results within the new Manager Health&Safety Cockpit*

*only delivered with EHS Engineered Service for Occupational Health. Sold separately for a fixed price
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Data Privacy and detailed OH
process
 Monitoring Data Protection and GDPR Compliance

▪ As the data entered and processed for occupational health is often subject to medical confidentiality, the
authorization concept used in the Occupational Health component is of particular importance. Authorization
management is structured so that only the employees with the appropriate authorization can access medical
data. This protects the data that is subject to medical confidentiality from unauthorized access
▪ GDPR (General Data Privacy Regulation) is designed to give European Union citizens control over how their
personal data is stored and used. The linked document highlights what you need to know about GDPR and SAP
S/4HANA: https://www.sap.com/documents/2017/11/e48dd993-df7c-0010-82c7-eda71af511fa.html
▪ Occupational Health does also provide tools and template to analyze the usage of personal data, as well as
simplified blocking and deletion with end of purpose checks

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 SAP EHS Occupational Health

SAP EHS Occupational Health Integrated SAP Modules

Detailed Business Process

Fit for work, pre- First Aid,

Exposure related SAP EHS Injury
employment unplanned
protocols from Illness Log
check, individual treatment,
EHS Risk follow-up
proposals,… vaccinations,...
Assessment

Task related
protocols from
SAP
OrgManagement
Protocol Notify Execute Medical
Schedule Service
Age and/or Assignment Employee of Questionnaire
Planning (internal/external)
Gender related (Manual) Appointment
protocols from
OH OH Professional System OH Employee
SAP HCM Professional/
Professional
Patient
Health
campaigns or Automatically
offers by SAP Create Protocol Track Results Analytics/
Org assignment Proposals and Case Reporting /
Information Documents
System
HR/IH/OH
Professionals OH OH
Professional Professional
Employee (My
H&S App)
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Implementation Services
with SAP Sustainability Services
The SAP Sustainability Solution Offering:

Environment, Health Product Compliance

and Safety
Product Marketability and
Incident Management
Chemical Compliance

Safety Data Sheet and Label

Health and Safety Management
Management

Environment Management Dangerous Goods Management

Management
of Change

Maintenance Safety

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The house of Sustainability Services – our portfolio:

Sustainability Assessment
Sustainability Assessment Service

Environment, Health Product Compliance (part of

and Safety compliant PLM)
Model Company
Model
R&D/Engineering and Model Company for Chemicals
Companies
Sustainability
Engineered Implementation of Engineered Implementation of
Engineered
Environment, Health and Safety Product Safety and Stewardship
Services
(6 Options) (5 Options)
Implementation of Product Safety
Document Retrieval for Product
Compliance

Generic Implementation of Environment, Implementation of Product Safety

Services Health and Safety (generic) and Stewardship (generic)

Sustainability – Implementation Quality Helping you make your sustainability project a success
Prepare Explore Realize Deploy
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 Sustainability Services support the full project lifecycle

❑ SAP consults an integrated sustainability solution portfolio for all

kind of industries
❑ SAP is the expert advisor for Environment, Health and Safety
processes, software and content with more than 20 years of
experience
❑ Consultants located all over the world, in every region
❑ Product and solution experts
❑ SAP knows SAP software best
❑ Deep process knowledge and translation of processes to
standard software
❑ Best use of own SAP product close to standard, which gains
release “sustainability” and protection of investment

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Sustainability Service Portfolio
Which Service fits (e.g. for EHS) ?

Option A (Baseline Deployment Package EHSM) – Implementation of Health

and Safety for SAP EHS Management

Implementation of Environment, Health and Safety Service (Generic)

Project Preparation, Kick-off, Blueprint, Kick-off, Installation and Customer specific Configuration & Go-Live & Post Go-
Workshop, Installation, Specification Customization of Service Development, Master Data Setup, Live support,...
Standard EHSM Customizing Documents features, Testing, Hand-over Migration/ Data Conversion, Testing Go-Live support

Project Timeline

Implementation of Health and Safety for SAP EHS Management

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Sustainability Service Portfolio
Scope Options for Engineered Implementation of Health and Safety
CRM # 50112974
01 A (Baseline Deployment Pkg) 02 B (Occupational Health OH) 03 C (Risk Assessment RA) 04 D (Incident Management IM)
System Health Check on pre-requisites Core processes for Health Surveillance Plan and conduct risk assessment Country specific incident reports for
Protocols, Scheduling, Medical according to legal international and UK/France/Austria/China including
Easy and fast import of standard Records and Certificates national standards electronic shipment for UK reporting
customizing through BC Sets
Functionalities/Enhancements to Check lists to support risk analysis Incident classification on initial screens
Step-by-step configuration guides to set increase usability and automation
up one of the SAP EHS solutions: OH, Feature to copy risk assessments Approval step after initial reporting with
RA, WPS, IM, and/or HSM quickly Content for forms and master data, simple configuration table to determine
including new PDF forms and tools Extended and comprehensive risk incident managers or approvers
Delivery of PFCG roles including all assessment overview report
necessary authorization objects, New Fiori App that ensures Extended authorization control based
documented in an authorization matrix involvement of employees in the Linkage to safety instructions within the on involved person role or
overall occupational health processes risk search locations/sub locations
Demo scenarios to show standard OH, providing a health and safety cockpit
RA, WPS, IM, and/or HSM solution Excel based Import of Location Extended functionality to determine
capabilities and processes New App for Managers to check health Hierarchy and additional data required legal reporting recording
& safety compliance of workforce
Interactive demo recordings on standard Specify job steps within a job profile Recording of hours worked and FTE
EHSM processes for onboarding, training Email notifications for invitations and fit which will automatically be included in separately for each location
and knowledge transfer work for results a JHA Risk Assessment
Health and Safety Explorer extended
Create Samplings within Data Series for drill down capabilities on incidents
which can be reviewed within a Risk
Assessment Step New analytics and charts for incidents
based on incident group/severity level
and based on timeframes

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Sustainability Service Portfolio
Scope Options for Engineered Implementation of Health and Safety
CRM # 50112974
05 E (Hazardous Substance Mgt) 06 F (Management of Change)

Hazardous substance inventory in real Make questions, action items, and partner
time without the need of BW, including assignments dynamic using the BRF+
stock values and chemical data
Email reminders and escalations for
Material assignments and additional overdue tasks
locations already in chemical approval
requests including estimated Configurable field control
consumptions with unit of measure and
Enhanced task due date capability
method of use
Enhanced configuration for people
PDF form ‘Safety Instruction’ aligned to assignment to tasks
German regulation GefStoffV §14

Feature to copy chemicals and to

generate forms by chemical

Content e.g. substance groups, CED

phrases and SARA Hazard classification

P-statements for Chemicals

Dedicated search for chemical

documents

Excel based Import of most of the

chemical object data

Safety Instructions Fiori App

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EHS: SAP Model Company for R&D/Engineering and Sustainability
Service Scope
▪ Build best run enterprise with Product Lifecycle Management (PLM), Portfolio and Project Management (PPM) and Environment,
Health and Safety (EHSM), supporting End to End processes. It delivers pre-configured scenarios and comes with comprehensive
documentation material which is handed over in a series of workshops. Deployment options are on premise / in a cloud service
provider

Business Processes Covered

➢ Product Lifecycle Management
➢BOM Management: Product Structure and BOM Management in Engineering and Manufacturing
➢Engineering Change Management: Product Engineering triggered by a new Product Development Request
➢Embedded Software: Multidisciplinary BOM Management with Embedded Software
➢Product Development for Process Industries: Recipe, Specification, Labeling and Compliance Management
➢SAP Product Lifecycle Costing: Manage costing throughout the product development process
➢ Portfolio and Project Management
➢SAP Innovation Management: Manage Ideation with Innovative Technology
➢New Product Development and Introduction: Integrating Idea Management, Portfolio & Project Management and PLM
➢IT Portfolio and Project Management: Levering SAP PPM to manage IT Portfolios and Projects
➢Portfolio and Project Management for R&D: Levering SAP PPM to manage Product Portfolios and Projects in R&D
➢ Environment, Health and Safety
➢Incident Management: Record and manage Incidents to support a safety culture
➢Risk Assessment: Identify and manage operational Risks for a safe work area
➢Chemical Data Management: Health and Safety Approval for Chemicals
➢Workplace Sampling Management: Measure and analyze Workplace Samplings to keep employees healthy

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Links about SAP EHS Occupational Health

❑ Solution overview and help

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Latest Sustainability Training- and Info-Sessions

❑ Managing SAP GLM labels globally with the GLMweb Fiori

Applications

❑ Speeding up EHS Implementation projects with the SAP Model

Company for Sustainability

❑ Managing SAP Product Safety and Stewardship reports with

the PSSweb Fiori App

❑ Managing Labeling globally at AstraZeneca with SAP GLM plus

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Questions?

Central e-mail address for all requests around

SAP Sustainability-, EHS and PC solutions and services:

[email protected]

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Thank you.
Contact information:

Torsten Graf Joachim Jahr

Principal Solution Architect Sustainability Business Support Sustainability
SAP Digital Business Services SAP Digital Business Services

[email protected] [email protected]
Follow us

www.sap.com/contactsap

© 2020 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/copyright for additional trademark information and notices.