SAP Activate Elements and Phases
SAP Activate Elements and Phases
2021
Contents
Evolution of SAP:....................................................................................................................................2
Benefits of SAP Activate.......................................................................................................................11
Key Characteristics of SAP Activate......................................................................................................11
SAP Quality principles..........................................................................................................................13
Elements of SAP Activate.....................................................................................................................17
Anatomy of SAP Activate Methodology Implementation Roadmap.....................................................22
Phases..................................................................................................................................................30
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Evolution of SAP:
SAP has broken the limitations of its past via its innovation based digital core product-SAP
S/4HANA. On 3rd February 2015, SAP announced its new business suite fully built on SAP HANA
called SAP S/4HANA meaning SAP Business Suite 4 SAP HANA. This is the new product and
biggest innovation of SAP since R/3 System.
my Business S/4
SAP Founded R/1 R/2 R/3
SAP Suite 7 HANA
ERP
SAP was founded by a few ex-IBM employees in the early 1970s. Their first system was
called RF (real-time financials) and was later re-named as R/1.
A Software mainly consists of three layers — Presentation Layer, Application Layer and
Database Layer
In one-tier architecture (SAP R/1), all these three layers were installed in one server. The first
module developed was Financial Accounting System. It was introduced in the year 1973.
SAP R/2 system:
SAP R/2 is the SAP’s mainframe product and the first ever compact software package for the
end-to-end business applications. It was introduced in the year 1979. SAP R/2 runs on
mainframes such as IBM, Siemens, Amdahl etc., The last version of R/2 System is 6.1.
R/2 System is two-tier architecture-based product. Presentation layer is on one server while the
application and database layers are present in another server. The mainframe solution is not
open. But with the help of ALE (Application Link Enabled) Technology, R/2 can be linked to
system and share online data.
SAP R/3 System:
SAP R/3 is SAP’s integrated software solution for client/server and distributed open systems
and introduced in 1992. SAP R/3 has many modules such as HR, Finance, MM covering all
enterprise. The SAP R/3 System working process is described as follows:
All requests that come in from presentation server are directed first to the dispatcher.
The dispatcher writes them first to the dispatcher queue.
The dispatcher pulls the requests from the queue on a first-in, first-out basis.
Each request is then allocated to the first available work process. A work process
handles one process at a time.
my SAP:
Using the mySAP.com platform: employees, customers, suppliers, and other business partners
can work together across company borders — anytime, anywhere. The emergence of web
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technologies and the need for ERP to be able to connect on a B2B or B2C basis via the internet,
mySAP.com was used as a brand
SAP ERP – ERP Central Component (ECC):
In 2004, SAP launched a new version of R/3 software with a revised architecture called SAP ECC
(SAP ERP Central Component). It is SAP’s ERP (Enterprise Resource Planning) solution. It is one
of the most robust and successful ERP software.
SAP ECC comprises of 10 functional components such as Financial Accounting (FI), Controlling
(CO), Sales and Distribution (SD), Materials Management (MM), Production Planning (PP),
Quality Management (QM), Plan Maintenance (PM), Customer Service (CS), Project Systems
(PS) and Human Capital Management (HCM).
The modules within the ECC systems are tightly integrated with each other which makes the
data flow between multiple line of businesses easy and efficient. It also provides an integrated
view of the whole organization.
SAP offers mainstream support for SAP ECC until 31st December 2025. Customers have an
option to buy extended maintenance for two more years (until 2027) with an additional cost.
The successor of SAP ECC is SAP S/4HANA.
SAP Business Suite:
During the 2000s the number of processes covered by the R/3 or ERP was continuously
increased, in addition to that, several additional applications were launched to provide more
advanced capabilities in certain areas. SAP started to package a number of these together in the
late 90s under the name, “business suite”. The main components of business suite are:
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There are three key features that allow the HANA platform to solve the problems ERP and BI
were facing, these are:
In-memory computing: SAP HANA runs on multi-core CPUs with fast communication
between processor cores and containing terabytes of main memory. With SAP HANA, all
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data is available in main memory, which avoids the performance penalty of disk I/O (i.e.,
read/write to auxiliary memory).
Parallel processing: parallel processing, is a common concept where modern computers
can use multiple processors simultaneously on an operation.
Columnar database management & data compression: In addition to in-memory, HANA
applies database management methods that are much more efficient at compressing
data. And the more compressed data can be the faster the system can run.
Consider the table below. Traditionally an OLTP type database will hold data in a row
store. If you compare the row store with an alternative method; the column store, you will
quickly realize that for the column store a lot of values may be duplicated side by side.
Intuitively we can see a columnar store may be much easier to compress.
‘in-memory’ design with ‘columnar’ store, the HANA platform provides a database that can
operate hugely faster than the database options used in R/3 or business suite 7 or any
traditional OLTP system.
SAP business suite 4 HANA:
The business suite present in S/4HANA is essentially an updated version of business suite 7.
We could say that the conversion from say R/3 to S/4HANA is a technical upgrade from a
database perspective. But from an application perspective, there are further changes and
enhancements many of which are enabled by the database conversion.
SAP provides a simplification list for each HANA release. The Simplification List describes the
potential adaptation work that is required to convert your SAP ERP system to SAP S/4HANA at a
functional level.
Fiori:
SAP Fiori is a new user experience (UX) for SAP software and applications and SAP has
developed Fiori Apps based on User interface UI5. It provides a set of applications that are used
in regular business functions like work approvals, financial apps, calculation apps and various
self-service apps.
SAP Fiori was really built as a single, consistent point of entry for users, that will then drive you
to specific details and capabilities no matter if they're in an on-premises solution, or they're in a
cloud solution, or even something built by a third party.
It's a role-based, personalized, and a real-time, contextual aggregation point for all apps, and all
analytics, across all solutions, and functional areas and technology.
So, SAP Fiori is the true realization of overall user experience strategy, and as really built to bring these
five design principles to life.
Role-based: SAP has decomposed various SAP transactions and changed them into user
interactive applications that show only most relevant information to the users.
Adaptive: it can easily adapt to different use cases, different devices, it's got to work
consistently, and in the same way, no matter where you're interacting with an SAP
solution, whether from a device, whether from a screen, or an audible based interface, it needs
to adapt to the way that you work.
Simple: it is probably one of the most difficult to achieve, because it is so easy to continue to
want to add features, and capabilities, and functions to screens. And the art of simplicity
around including only what is necessarily must be continuously monitored to make sure that
that complexity doesn't creep in.
Coherent: It is intuitive, reduce user adoption challenges, and increase adoption by enabling
individual users to self-train on individual solutions.
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Delightful: SAP Fiori was designed to work with ECC 6.0 to make it easy for the users and to
deploy on the existing SAP system.
Transactional Apps
Fact sheets
Analytical Apps
Transactional Apps
SAP Fiori Transactional Apps are used for any process that involves a transaction – for
instance an employee raises a leave request through My Leave Requests app and the
manager can approve or reject the leave request through the Approve Leave
Requests app.
Any transactional activity that involves creating, changing, or approving would come
under this category and it can be deployed with any database.
Transactional Apps run best on SAP HANA database but can be deployed with any
database with acceptable performance.
These apps allow a user to run simple SAP transactions on the mobile devices as well as
desktop or laptops.
Example − Leave Request, Travel Request, Purchase Order.
Fact sheets
SAP Fiori Factsheet Apps enables users to access contextual information about specific
key information (central objects) used in business operations.
A factsheet app can be accessed from another related factsheet app, or from related
transactional and analytical apps.
A Debit Memo Request is a factsheet app that displays net value, billing status, related
invoices and related sales orders.
Factsheets only run on an SAP HANA Database.
Example − There is a fact sheet app with the center objects having details about vendor contract.
You can drill down to further details like vendor details, contract terms, item details, etc.
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Analytical Apps
SAP Fiori Analytical Apps convert a large volume of data into business actionable insights.
These apps run with the analytical power of SAP HANA integrated along with the interface
components of SAP Business Suite.
They can evaluate strategic KPIs in real time allowing users to react to changes in market
conditions.
SAP Fiori Analytical apps run on SAP HANA database and use Virtual data models.
ECC VS S4HANA
ECC S4HANA
SAP ECC can run-on third-party databases such as S4HANA can run only on HANA database
Oracle, IBM, DB2 etc.
Low performance, reads data slowly from Due it’s in-memory capability, column based, it
database has high performance
Can be accessed only in Desktop Fiori apps can be accessed on multiple devices
such as Desktops, mobile, tablet.
Benefits of S4HANA:
It has modern UI with fiori and ready to run business solution for different industries
built into it
It has option of on-premises or cloud or hybrid (mix of on-premises and cloud)
deployment solutions
It natively integrates with other sap products such as Ariba, SuccessFactors, Fieldglass,
Concur
Can connect on multiple devices such as Mobile, Desktop, tablet
Can also get into social network data and use it for analysis
HANA enables in-memory computing. This enables the data to be read directly from the
memory. This means that data always resides in the main memory RAM even through
write operations happen in the hard disk. Therefore, SAP S/4HANA reads data much
faster than traditional ERPs since the HANA database reads data much faster than
traditional databases.
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SAP S/4HANA can access column-based tables faster since only affected columns are
read in a query
SAP S/4HANA enables better compression since there only few distinct values compared
to rows.
SAP S/4HANA enables parallel processing since different columns can be processed
parallelly.
With SAP S/4HANA powered by SAP HANA, Online Transactional Processing (OLTP) and
Online Analytical Processing (OLAP) can happen in the same system. This enables real-
time reporting and predictive analysis.
SAP S/4HANA will not have aggregates, index, or history tables. This is because
aggregates are created dynamically based online item tables instantaneously.
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SAP Activate
SAP has launched guideline framework called SAP Activate to move/migrate legacy system to
S4 Hana or deploy a new S4 Hana system.
Based on Ready-to-
Use Content Cloud Ready
Use business process Leverage the flexibility and
Best Practices and Speed of the cloud
Accelerators
Operational control center (OCC): is the show room for business process operations as well as
system operations
Mission Control center (MCC) is overall controlling body of ICC and OCC and will have access to
your system with your business as well and it support both control center
Modular, scalable, and agile: Structured project to deliver solution directly.
Deployment options: SAP Activate provides you with multiple deployment options and
tools which are required for various deployment options
Functional Coverage: We can create minimum viable project (MVP) of product, release
it, take the feedback from users and enhance it as you go further and keep on adding new
features in iterative mode with business. Uses scrum-based approach to build solutions
Flexible Team Size: SAP activate accommodates small team and big team depends on
projects
Availability of Expertise: SAP experts are available to help you when you need and by
getting premium engagement you can take help.
Support: it has framework as support, you can have an SAP SLA management reporting
and tools
We can use solution manager to manage multiple projects
Quality built-in: Identify the risks early with a total quality approach.
The project quality gate process is a formal way of specifying and recording the transition
between critical stages in the project lifecycle
Each project quality gate verifies that acceptance is meet for the deliverables required and
actions to be completed for the associated critical stage
The project quality gate plan is defined in the Project Management Plan
Watch presentations:
https://www.sap.com/india/about/company/quality/awards/principles.html
maintain and support the software environment. Seasoned resources with experience in
operations should be included in the teams. Support and service-level agreements must be in
place and clearly understood by the support team and administrators, so expectations
correspond to the agreed-on commitment. Backup and recovery strategies must be well
understood and tested. Clear procedures for software patches and upgrades must be in place.
Performance measures should be used, and user feedback gathered to help optimize the
support function
Don’t Stop
Once you’ve gone live, don’t stop. Verify that the business value you set out to achieve has in
fact been realized, and make improvements where needed. Continue to use what you’ve built
and learned. Realize more value from your investment through new business transformation
initiatives.
The SAP Activate innovation as a service is a unique combination of SAP's Best Practices pre-
configuration, guided and clear methodology, and tools for adoption and extensibility that helps
companies and partners implement SAP S/4HANA solutions. Designed for IT and business
professionals involved in the implementation, configuration, integration, or extension of SAP
S/4HANA solutions, SAP Activate covers new implementations, system conversions, and
selective data transition projects.
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Elements
New
Implementation
Cloud
Methodology
System
Conversion A
Tools Content
On
Selective data
Premise
transition
Transition Scenarios:
SAP Activate supports different transition scenarios for customers adopting SAP S/4HANA and provides
dedicated solution specific Methodology, Content and Tools.
Selective data transition: Enabling the right balance between process redesign and reuse with
possibility of (selective) history migration
You don’t want to fully redesign your ECC processes and to fully reuse your ECC
processes but rather re-use some parts and redesign some other parts e.g., re-use
Logistics, redesign Finance
System Conversion
REUSE by in-place SAP ERP SAP S4HANA
(Tool: Software Update Manager/SUM) System On-Premises
conversion
SAP S4HANA
On-Premises
New Implementation
(Tool: SAP S4HANA SAP ERP/Third
Migration Cockpit) Party System(s)
SAP S4HANA
Cloud
REENGINEERING
With Data Migration
Selective Data
Transition (Customer-tailored service/Consulting SAP S4HANA
SAP ERP/Third On-Premises
offering) Party System(s)
When company has lot of ERP’s running in their landscape or different legacy systems and wants
to migrate some of them to S4HANA to leverage all the functionalities of latest SAP software
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Methodology
Prescriptive, step-by-step
deployment guidance for
project teams
Tools Content
Powerful integrated Ready-to-run processes
tools for configuration, with process
deployment and run documentation
Methodology:
SAP Activate methodology is a modular and agile framework for implementation or migration
to SAP S/4HANA. It provides project teams with detailed, prescriptive steps charting path
through entire transition project. It contains the principles, practices, work streams, content,
deliverables, accelerators and responsibilities that work together as a complete process for
delivering a project. Content (SAP Best Practices) and Tools (Guided Configuration) are both
managed under the methodology.
Features:
The SAP Activate Implementation Methodology gives customers the freedom to get up and
running quickly to innovate continuously. Whether you are implementing a new instance of SAP
S/4HANA or are ready to upgrade your existing SAP S/4HANA system to the latest release, SAP
Activate comes with a dedicated implementation roadmap to support your journey.
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We can find general and various solution specific roadmaps under Roadmap Viewer.
Click on “Explore All Roadmaps” to get the list of all available roadmaps
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• SAP Fiori application to help you to guide your SAP S/4HANA implementation project
• Contains time-phased instructions to help execute tasks throughout the
implementation journey
• Offers you many accelerators to help you run your project as efficient as possible
• Content continuously updated to provide current and accurate instruction
• Guides you through the whole SAP S/4HANA Lifecycle
1. Phases: - Phases are stages of the project. At the end of each phase, a quality gate exists
to verify the completion of the deliverables. So, everything which is getting delivered
through that phase is quality checked as per the standards.
2. Deliverables: A deliverable is an outcome that is delivered during the project. Several
deliverables are included within a work stream.
3. Tasks: Each deliverable have multiple tasks associated with; task is actual work which
you must do.
4. Accelerators: An accelerator is a document, template, or a web -link that helps a
consultant, a customer, or the PM perform the task and complete the work faster or
with less effort.
5. Work streams: A work stream is a collection of related deliverables that show time
relationships within a project and among other streams. Streams can span phases and
are not necessarily dependent on phase starts and end.
6. More filter groups: Different road maps provide additional groups to filter the content
(e.g., Services in the transition to SAP S/4HANA road map)
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https://go.support.sap.com/roadmapviewer/
Visit the community and Follow to get the latest content on SAP Activate Methodology!
https://community.sap.com/topics/activate
Benefits:
Learn from our experts on various topics, gaining key insights, and stay up to date on
the latest releases
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Workstreams:
Workstreams represent groupings of related deliverables from specific areas, such as project
management, solution design, or adoption. Each deliverable and task in the methodology is
assigned to a workstream.
Project Management
Analytics
Solution Adoption
Extensibility
Testing
Integration
Data Management
This workstream covers OCM activities such as stakeholder management, change management
planning and execution, and value management (VM) in context of the SAP implementation
where the stream focuses on realization of expected value from the implementation of the
new system. This workstream closely interacts with the solution design and configuration
workstream. This workstream also includes deliverables and tasks related to planning,
preparation, and delivery of end-user training. Organization changes managers, business
readiness leads, and trainers comprise the audience for this workstream
This workstream is related to solution adoption and covers the enablement activities for the
customer project team, which also includes enablement activities for key users. The critical
enablement activities must occur before most of the work starts in the explore phase,
especially the fit-to-standard workshops where customer key users should already be enabled
on the application functionality using the sandbox environment. Additionally, the key users and
administrators as applicable in specific deployments must be trained to prepare execution of
their duties during the project. For example, they are enabled on the ALM tool that is used for
capturing requirements, creating solution documentation, and testing. Enablement leads and
trainers who are driving the enablement and training activities in the project comprise the
audience for this workstream.
This is one of the anchoring workstreams that deals with all aspects of application design and
configuration activities. The main activities during the project are setting and confirming
solution scope; planning, conducting, and documenting the fit-to-standard or fit-gap analysis
workshops; identifying and capturing the delta business process requirements; and creating
the solution functional design and technical design documents. This workstream is
interconnected with other workstreams for extensibility (including development of reports,
conversion routines, enhancements, forms, and workflows) and integration. Functional
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consultants, key users, and business process experts comprise the target audience for this
workstream.
This workstream provides guidance required for the discovery, planning, and execution of
moving data from the legacy environment to the new system. It also covers the topics of data
archiving and data volume management, data migration activities for cutover planning and
execution, and managing the data volumes during the run phase. Data migration experts,
system administrators, and system architects comprise the target audience for this
workstream.
Testing workstream
This workstream is related to all the application and technical testing activities that the project
team will conduct during the project. The work starts early in the project when the team
defines the test strategy that drives the test planning activities. The testing is conducted
repeatedly during the entire project to drive continuous integration of the solution: for
example, the project team conducts unit and string testing in delivery of sprints, and
integration testing and UAT are done for each release. To complement the functional testing,
SAP Activate guides technical teams to plan and conduct performance, load, and system testing
at specific times during the project to mitigate risk to the go-live activities. Test managers,
testing team leads, testing experts, and technical and functional consultants comprise the
target audience for this workstream.
This workstream covers topics related to architecting and setting up the solution from a
technical standpoint. This workstream deals with consultants both defining the system
architecture, provisioning the environment whether it's in the public cloud or on-premises,
designing the system landscape, designing and setting up the technical system (primarily for
on-premises and managed cloud projects), and handling technical operations standards and
processes. System architects, administrators, and technical users comprise the target audience
for this
\Workstream.
Extensibility workstream
This workstream covers the requirements definition, design, development, and deployment of
system functionality that can't be provided by the standard product and needs to be custom
developed. Note that extensibility goes beyond the traditional topics of custom development
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Workflows, Reports, Interfaces, Data Conversions, Enhancements, and Forms (WRICEF) objects.
Application and technology developers comprise the target audience for this workstream.
Integration workstream
This workstream covers the activities needed to complete to plan, design, and set up (or
develop) integrations between SAP S/4HANA and other applications. The topics included in this
workstream are integration requirements identification, integration approach, integration
solution design, and integration environment and middleware setup between the solution and
external systems. Integration implementation experts and technical users comprise the target
audience for this workstream.
Analytics workstream
This workstream has been added to SAP Activate recently to highlight the key activities the
project team needs to complete to establish a strong analytical solution for the business. The
topics covered in this workstream include design, creation, and testing of the reporting and
analytics inside the implemented solution; data modeling; data connections and integration for
analytics; creation of stories through analytics, and predictive analysis. Analytics report
developers and analytics experts comprise the target audience for this \Workstream.
This workstream is established to guide the project team in defining proper standards and
policies for running the solution productively. These standards and policies need to be put in
place during the implementation project. The company also needs to create an organization
that will be responsible for running the environment. There is a difference in deliverables for
on- premises and public cloud guidance that is given by the scope of services that SAP or other
application management service providers cover. Generally, in on-premises projects, the work
in this \Workstream is much more involved than in public cloud implementations; however, it's
important to set up such operational organization, even for cloud solutions, to take care of
activities such as adding new users, adding new scope, or expanding the geographical footprint
of the solution after the initial go-live. Sample deliverables in this workstream are the definition
and setup of the help desk process and organization; the definition, handling, and management
of incidents; the post go-live change management process; and user-related operations
standards and processes. Support agents, power users, and IT organization staff comprise the
target audience for this workstream.
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Content:
SAP delivers ready-to-run business processes for SAP S/4HANA business transactions and
analytics as well as best practices for migration and integration into other solutions, such as
SAP Success Factors or SAP Ariba solutions.
The best practices help customers minimize risk, accelerate time to value, and reduce the total
cost of implementing SAP S/4HANA as well as continue innovation even after go-live.
SAP Best Practices and SAP Model Companies are used to accelerate customer’s SAP cloud and
on-premises implementation projects.
SAP Best Practice is a standardized content library to support your implementation projects
with ready to run business processes. They based on the comprehensive and flexible model
that the SAP Best Practices team has cultivated from implementations in more than 50
countries with well over 10,000 customers. They cover 42 countries in on premise and cloud.
There are over 250 scope items representing business processes or functions.
Each scope item can be activated in a sandbox or development system and has a process
diagram and detailed test script. Software deployment with SAP Best Practices packages will
standardize your implementation project and help go live will be on-time and on-budget.
S/4HANA Cloud Best Practices are updated every quarter and S/4HANA on premise Best
Practices are updated once a year.
You can access the SAP Best Practice with the following link: https://rapid.sap.com/bp/
You can watch SAP Best Practices Explorer Tutorials to get the better understanding of it
Note: With a valid SAP S-User you will see the full content, your area and your favorites.
The second variant of the best practices for use with your SAP S/4HANA implementation is SAP
Model Company. Just like SAP Best Practices, SAP Model Company helps customers in adoption
of SAP S/4HANA, and it is assemble-to-order or a prepackaged, end-to-end reference solution
deployed in Cloud or On-premises or Hybrid scenario’s tailored to a specific industry and line
of business.
Difference between SAP Best Practices Explorer and SAP Model Company:
The difference between the two is that SAP Model Company provides specific business
processes per industry or line of business (LoB), whereas standard SAP Best Practices are cross-
industry. The SAP Best Practices are available to all companies and partners at no additional
fee, but SAP Model Company is provided as an SAP Digital Business Service offering for a fee.
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Tools:
SAP Activate offers various kind of tools for below purposes:
• Configuration
• Documenting the solution, including business process models
• System changes management and transport management
• Data loads and data migration
• Testing
• Delivery of training and enablement
• Managing the project work
• Extending the solution
• Integration
Phases:
Discover:
Discover phase helps customers to get familiar with SAP S/4HANA before starting a
project to implement SAP S/4HANA
During this phase, to support the value identification and the impact evaluation, it could
be beneficial to have access to a trial system.
Customers can apply for a free trial solution if applicable and try it out for themselves to
check the features and functionalities of the solution which helps to understand the
business value and benefit of SAP S/4HANA for the organization and to determine SAP
S/4HANA implementation strategy
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This phase enables the business users to prepare the business case for implementing
SAP S/4HANA as well as preparing the deployment roadmap of the digital
transformation journey.
1. Discover and document the value of SAP S/4HANA for the company.
2. Identify the impact of an SAP S/4HANA implementation on existing business processes.
3. Analyze the relevance for Fiori apps based on the usage of the existing system (for
System Conversion scenario only)
4. Validate the conversion readiness of your existing SAP ERP system (for System
Conversion scenario only)
5. Perform a business scenario and solution mapping
6. Define the implementation strategy by considering the target architecture
7. Create a strategic road map based on the target architecture and implementation
strategy
Prepare:
Once the business case is approved, project is initiated in prepare phase.
During this phase, customers and partners gets involved to agree on key activities which
are crucial to the success of the project are completed with mutual consent.
In general, each company or implementation partner has a methodology to plan and
execute projects. SAP’s implementation methodology is called “SAP Activate”.
Conduct relevant trainings to project team members to get familiar with S/4HANA and
solution manager by providing access learning platforms such as SAP Support Portal, SAP
Learning Hub and should make sure all the project team members should have access to
SAP Support Portal, SAP Best practices explorer, SAP Activate Community and training
on Agile Implementation Approach, principles and techniques.
Project kick-off meeting:
The project kick-off meeting includes discussion of project objectives, organizational
structure, roles and responsibilities, project governance, schedule, scope,
communication standards, change request process, and decision-making process. The
kick-off meeting is attended by the project team, key stakeholders, and project sponsor
and company executives. Some resources may attend the kick-off meeting remotely
As part of Kick-off meeting, Project charter is prepared which is formally documents the
business needs and benefits of the project to confirm alignment with customer key
stakeholders. It authorizes the project and is based on Business Case. This document
outlines the purpose, high level approach and key characteristics that define the project.
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The key benefit of creating the Project Charter is a well-defined project start and
boundaries, and a direct way for senior management to accept and commit to the
project.
During this phase, an initial level of requirement is already collected when the business
process owners fill in the Business-Driven Configuration Assessment questionnaire. This
is a readily available document for the project team that can be downloaded and used
to fasten the project delivery. Based on the answers obtained from the assessment,
consultants need to plan for the next and probably most important phase of the SAP
Activate Methodology – the Explore Phase.
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Prepare Solution Manager for project support and import SAP Activate best practices
into solution manager (on premise) / Set Up Central system configuration system and
Integrates SAP Cloud ALM (Cloud)
Obtain Customer Sign-Off for Phase Completion
The purpose of this task is to ensure that all required deliverables from this phase and
the project are complete and accurate, and close any outstanding issues. The project
manager should identify lessons learned during the phase to prepare for formal project
closure and capture customer feedback and potential customer references.
Identify and list all key deliverables from phase delivery.
Confirm status of completion and any outstanding actions.
Provide signoff document to signatory.
Obtain phase signoff and agreement for any possible outstanding actions.
When sign-off is obtained, the project can proceed to the next phase.
Prepare
Explore:
Set up SANDBOX system
Setup the sandbox system – ideally with all the capabilities that are delivered by Best
Practices – to start with a system which is already pre-configured. In case this is not
possible (e.g., because no best practice content is available for the functionality in
scope), a new (and empty) SAP S/4HANA system needs to be installed.
Once the Sandbox environment is setup, the project team will prepare it for the Fit-to-
Standard analysis workshops. This typically includes the adjustments to organizational
structure, changes to the master data and potential configuration of additional
functionality that is critical to be included in the Fit-to-Standard analysis.
The fit-to-standard workshops are organized around the functional areas of the
solution and are used to explore the functionality, to show how the solution can meet
the business requirements, and to help enable business process experts on the
execution of processes.
Each workshop is jointly owned and delivered by an experienced SAP consultant and a
lead from the business. The consultants should work with the business leads to
understand the existing business processes and roles. The SAP consultant needs to
understand the as-is business, processes and systems. The business lead needs to be
able to execute the standard SAP processes and use the transaction apps.
They work together closely to produce a detailed workshop schedule that defines
content, agendas, presenters, participants, time and location. Check the boundaries and
integration points between workshops are clear. The owners of the workshops must
prepare workshop materials including the demonstrations, templates to document
results, slides to run the workshops, lists of questions and required decisions. The
demonstrations are ideally based on the SAP Best Practices predefined processes. The
processes should be adapted to use project specific data. The team should re-test the
processes and practice the demonstrations just before the workshop is conducted.
All the customer’s requirements in terms of additional WRICEF objects – Workflows,
Reports, Integrations, Conversions, Enhancements and Forms along with the
configuration values are noted in the Backlog document provided by SAP which is then
signed off to sign off mutually between the partner and the customer. This backlog
document consists of all the customer-specific requirements that need to be available in
the SAP system for the business users to perform their daily tasks. Consultants then
prioritize according to feasibility, difficulty and importance and plan the sprints for the
Realize Phase where the primary aim is to close each of the Backlog items one by one.
Classification: Internal
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A change impact analysis is done to understand how the new system will benefit the
business and actions to enable a smooth transition to the new system are decided
among the stakeholders of the project. Key users are identified and an end-user learning
needs analysis is done and a learning plan is prepared for the key users who will help
drive the success of the system during the duration of the project.
Explore
-Prepare, setup and conduct solution -Baseline system ready for solution validation -Solution prototype baseline system
validation workshops workshops for solution validation workshops
-Refine business requirements -Solution validation workshops, including gap ready
-Identify master data and validation -solution walk-through workshops
organizational requirements -Documented design, including: completed
-Confirm to business processes Project plan update -Completed fit-gap analysis
-Define functional solution design, Process definition document -Mapping of process to solution
including a gap analysis in solution Process flows completed
design workshops Solution design documents -Defined IT landscape and technology
-Associate business requirements to Functional specifications in SAP solution design
the process hierarchy and the manager based on SAP Standards -Organizational change management
solution components -Prioritized and estimated backlog document with communications plan defined
-Obtain business sign-off on delta requirements and solution gaps -Project team trained
requirements and design documents -change Impact Analysis and communication plan -Phase Quality assessment conducted
-Collect end user information, -Legacy data migration design and plan
analyzing learning needs, and -Technology design and set up
developing a learning deployment -Test strategy and plan
strategy -Inventory of gaps including interfaces and
-Establish project management, conversion
tracking, and reporting for value -Release and sprint plan including confirmation of
delivery go-live update
-Learning needs analysis and deployment strategy
Realize:
Once the Explore Phase deliverables are signed off, the project team can start working
on the Quality system provisioned by SAP. In this phase, the SAP consultants start
configuring the SAP system according to the Backlog document that is signed off.
This happens in an iterative approach where the project team works based on multiple
sprints that have been planned to execute the project by breaking down the backlog
requirements into smaller deliverables that need to be showcased to the business
process owner and signed off as completed once it matches the agreed-upon
completion criteria
Classification: Internal
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This is the phase where consultants are in regular touch with the business process
owner to showcase to them, the SAP system they are building through multiple Solution
Walkthrough’s that are scheduled through the Realize Phase.
The technical teamwork on completed the WRICEF objects that were noted in the
Backlog document during this phase and work hand in hand with the SAP functional
consultants and business users to ensure the custom objects are delivered with quality
within the timeline.
User Roles and Authorizations can be a hectic process to finalize on, especially in large
projects. For the same, SAP has provided us with standard persona-based roles that help
the business users with their tasks through an End-to-End business process.
For example, a maintenance technician will be provided with standard roles required for
a maintenance technician in the SAP system and a maintenance manager will be
provided with the standard role enabling him to perform his tasks as per the best
practice in the SAP system.
In this phase, multiple levels of testing such as Unit Testing, String Testing, Integration
Testing and User Acceptance Testing is performed to ensure the SAP system is
configured according to the customer requirements provided by the business process
owners. Data migration testing is also done to ensure the data filled in by the business
users are in the correct format and ready to import to the brand-new SAP system.
Once all the deliverables are satisfied, a cutover plan is made to move the
configurations, WRICEF objects and master and transactional data to the Production
system which will be the system used by the business in real-time. This signifies the end
of the Realize Phase
Realize
-Establish the solution landscape -Organization alignment and user -Solution configuration completed on
-Implement the solution in the enablement each iteration
development environment using -technology setup for quality and production -Business users reviewed and
incremental build in time-boxed environment including security and accepted functionality
iterations authorizations -Integration testing of a release
-Conduct overall end to end testing of -Solution configuration and tests complete
the solution within the QA environment -Business process procedures -Data Migration testing completed
-Setup production environment -Development/Testing of WRICEF objects -Project team and Key users trained
-Prepare for data migration and data -Evaluation and enhancement of -End user system infrastructure ready
archiving security/controls -User acceptance completed
-Conduct performance testing -Technical Quality Assurance -technical testing completed
-Conduct project team and key user -Integration Validation (including performance, load, high-
training -Preparation/Delivery of User availability)
-Finalize end user training materials and Manuals/Videos -Phase quality assessment conducted
documentation -Key Users and End users -Readiness for production release
-Track and report on value delivery -data migration conducted confirmed
-Test scripts/Testing documents
-User acceptance test
-Technical operations setup plan
-Cutover and transition plan
Classification: Internal
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Deploy:
In the Deploy Phase, once every checkbox is ticked and everything is ready, the business faces a
temporary downtime as the new SAP system is deployed for usage to the business users. This is
typically done during a weekend to ensure that customers have little to no effect due to the
downtime. The cutover is a process that sometimes gives consultants sleepless nights as this is
the culmination of all their hard work being moved into the SAP system for the usage of an
entire organization.
Once the cutover is done successfully and checked by the partner and the customer, the
business users are supported by the consultants and the key users who now form the first line
of defense in case users have doubts or face an issue. The customers and partners can now
relish the success of the project through an intense time filled with dedication and hard work
from all stakeholders involved
Deploy
Run:
The Run Phase signifies the end of the customer’s lifecycle from identifying a solution for their
business need to finally implement the solution and running their business process on the
same. In the Run Phase, the customer project team are given only one task – to be updated
with the latest innovation and technologies in SAP, especially in the product they have
implemented by having a “Continuous Learning” to keep up with the pace of technology.