SAP IBP Onboarding Journey – 4th session

Project Progress
Customer Onboarding, Adoption Services Center
Rita Silva, Onboarding Advisor | July 25th, 2024
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Onboarding Agenda

Know your Journey with SAP Understand Cutover Concept

01 Where we are and what are the next steps on your 04 Recognize the importance of define a cut over
onboarding journey. strategy.

Measure your Progress The Journey Continues!

02 What should be covered in prior phases of your 05 See the next steps of your onboarding journey and
project and prepare for next milestones. don’t miss anything.

Solution Assessment
03 Assess the quality of your SAP IBP system using
Continuous Quality Checks service (CQC)

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 ONBOARDING
JOURNEY

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Onboarding Journey
Overview
We have designed a journey to get you familiarized with SAP as fast as possible.

The Onboarding Journey aims to ensure a consistent experience providing guidance from contract signature, to project
implementation and go-live. You will receive guidance, enablement and services focused on achieving your key business goals.

GUIDANCE ENABLEMENT SERVICES FOCUSED

during onboarding journey to to proactively assist decision- to support solution deployment
achieve go-live faster making and prevent issues readiness

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 Onboarding Journey
Roadmap

Welcome & Introduction Project Readiness Project Guidance Project Progress Go-live Preparation

Welcome to SAP! Get an Get ready to start your Progress with your Monitor your project Get ready for a successful
Key Outcomes

overview of your Onboarding implementation. implementation. progress. Go-live! Check your Go-live
Journey. readiness with our SAP
Learn how to run your Access available SAP Safeguard the success of
support and services.
Understand how to get solution by leveraging SAP resources and tools to save your implementation using
access to your systems. best practices. implementation. SAP services included in Prepare post Go-live
Know your solution and your contract. activities and continue your
entitlements. innovation plan.

• Your SAP contract is signed • You are starting to plan your

& you want to understand • You are developing detailed • You are finalizing your • You are preparing for go-live
When to
attend?

project
SAP onboarding journey plans for all the project activities and are and ready to run your
• You need access to your • You are exploring your implementation activities ready to execute business
system solution

• IT Contact • Technical Team

• Senior Leadership, Business • Senior Leadership, Business • Senior Leadership, Business
Who should

• Senior Leadership, Business • Senior Leadership, Business

attend?

Process Owners Process Owners Process Owners

Process Owners, other Process Owners, other
• Other relevant • Other relevant • Other relevant
relevant implementation relevant implementation
implementation roles implementation roles implementation roles
roles roles

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 MEASURE YOUR
PROGRESS

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SAP Activate Methodology & Onboarding Journey
An Onboarding session for each step of your journey

1st Welcome & 2nd Project 3rd Project 4th Project 5th Go-Live
Introduction Readiness Guidance Progress Preparation

Discover Prepare Explore Realize Deploy Run

Contract start Go-Live

Continuous Innovation

Discovery and Setup and Fit-to-Standard Scope and Migrate, Integrate, Onboard Users Innovate,
Test
Value Enablement Analysis Configure Extend and Deploy Operate, Support

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Project delivery checklist
Let´s measure your progress (1/3)

Checklist Status SAP Support

Have the Fit-to-Standard Workshops been executed and the key outcomes documented? Y/N Fit-To-Standard Analysis

Have all the Gaps been identified, documented, containing a solution agreed for each Gap? Highlight open Gaps Y/N
and where Custom objects are identified after the Fit-to-standard workshop?

Have you identified all business processes, documented the business processes in a Business Process Master List Y/N
(BPML) and aligned them to IBP system functionality? Do you require any extra IBP modules/licensing for the SAP IBP Best Practices
identified scope?

Has the Data Model been finalized? All required data to support the business processes must be identified and a Y/N
source for the data agreed.

Have all the integration requirements been identified based on the business processes and data model? These Y/N Data Migration Approach
must include both SAP and non SAP systems. Prepare an Integration Register with each integration showing cross and Plan
function and cross system requirements and assigned a complexity level.

Has all the Configuration requirements been identified and documented in a Configuration Design Document? Y/N Solution Configuration

Has a preliminary sizing exercise been done to ensure the purchased system size is adequate? Y/N Sizing
SAP Note 2423668

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Project delivery checklist
Let´s measure your progress (2/3)

Checklist Status SAP Support

Are Data Integration Test activities scheduled? Have Data Integration activities started? Are they planned Y/N Solution Test Preparation
and confirmed to complete within the expected timescales?

Have you planned for a revisit of the system sizing and system performance test once the data has been Y/N SAP Note 2423668
loaded? SAP Note 2211255

Have you planned for EarlyWatch Alerts and/or Continuous Quality Checks prior to Go-Live? Y/N SAP EarlyWatch Alerts
SAP IBP CQCs
Have you finalized a Security Design and Role Assignment approach? If yes, have all IBP users been Y/N IAM FAQS
identified and a business role assigned with the correct system access?

Have you ensured that all users have the IBP Excel Add-In installed on their machines and that they have Y/N IBP Excel Add-In FAQS
access to the WEB UI prior to starting the User Acceptance Testing?

Have you created Test Users for system security testing and other relevant test phases? Y/N SAP IBP Help Portal – IAM

Ensure that you have a defect logging process in place for all Test Phases.

Ensure that you have planned and defined Quality Checks and Exit Criteria for the Realize Phase prior to Phase Closure and Sign-Off
starting Cutover and Go-Live preparations Phase Deliverables

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Project delivery checklist
Let´s measure your progress (3/3)

Checklist Status SAP Support

Have critical Cutover and Go-Live requirements been identified during the Explore Phase and documented? Y/N

Is the scope for Unit Testing, Integration Testing and User Acceptance Testing identified and documented in Test Y/N Test Planning
Documents? Has the required data and testing resources been identified and arranged for Testing?

Has the final solution been reviewed by an independent party as part of a Quality Check? Y/N Phase Closure and Sign-
Off Phase Deliverables

Is a Project Plan updated and available with planned Testing Dates, Cutover Plan, Go-Live Plan & Go-Live Y/N Cutover Preparation
Support?

Is there a Plan available including all configuration activities & transports on a "per day“ basis? Has this been Y/N
communicated to the Project team (including customer)?

Has adequate planning taken place for a new release/upgrade during "Realize Phase" (if required)? Ensure that the Y/N SAP IBP Upgrade Planning
project plan is considering the upgrade cycle and there are no configuration transports planned during the “freeze
period”.

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 SOLUTION ASSESSMENT
CQC SERVICES

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SAP Enterprise Support Value Maps
Explore the value map for Supply Chain Management Solutions
This value map provides prescriptive guidance to resilient, connected, and sustainable supply chain management processes from design
to operate with Supply Chain Management solutions.

SAP Learning Hub

• Discover what SAP Enterprise Support has to offer for Supply Chain
Management solutions
• Gain insights and information about the Supply Chain Management solutions
Supply Chain Management Solutions Value
Map
from design to operate to support your transformation journey
This value map provides prescriptive guidance to
resilient, connected, and sustainable supply chain
management processes from design to operate
with Supply Chain Management Solutions.
• Leverage Continuous Quality Check services for a smooth go-live
Request a Call
Ask Questions
CQC Service Going Live Support for SAP IBP
Give Feedback CQC Service for Deployment Readiness for SAP IBP
CQC Service Business Process Performance Optimization for SAP IBP
• Get assessments and recommendations from SAP regarding your
implementation based on SAP Best Practices

Complete your learning and empowerment path for Ask questions to get quick advice from SAP experts and
Supply Chain Management solutions through our industry peers
enablement content
Request a call to get personalized guidance Sign up for upcoming events and stay in the know with our topic-
specific articles written by leading product and support specialists
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Continuous Quality Checks (CQC)
Services to support your deployment
SAP Enterprise Support provides a wide range of remote services as continuous quality checks and improvement services to connect you with our experts to
analyze your system and/or specific situation. It helps to reduce system risks and outline optimization potential. You will receive a report, including an executive
summary, with findings and guidance for improvement. Learn more here.

Variety Detailed analysis Action plan

of topics to address your pain based on actual data from to mitigate risks or improve
points and improvement areas your systems or solution your situation

CQC for SAP Integrated Business Planning

CQC Deployment CQC Going Live CQC Business Process

Readiness Support Performance
Optimization
✓ Review your key solution
✓ Minimize potential ✓ Analyze and optimize the
settings for potential risks
risks while going live performance of business
✓ Provides processes.
✓ Review system
recommendations in
resource consumption ✓ Ensure the best
alignment with SAP best
and error logs performance for business-
practices
critical steps in the
processes.
Phase: Deploy, Run
Phase: Realize
When: ~1 week after Go-
When: ~1-2 weeks before Go-
Live Phase: Deploy, Run
Live

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 Continuous Quality Checks (CQC)
Sample report

After request each service,

customers receive a report that
includes an executive summary,
findings and guidance for
improvement.

The report rating is

Red/Yellow/Green

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UNDERSTAND
CUTOVER
PROCESS

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Cutover concept overview
Start planning your cutover early

Discover Prepare Explore Realize Deploy Run

Fine tune your cutover Production cutover &

Plan and Prepare for cutover Go/No-go Decision Post-cutover Activities
Plan Go-Live

• Confirm access to
• Consider the upgrade Production system
release dates and it´s • Identify and resolve • Monitor, report and
• Assess risk for • Execute cut over
freeze periods issues before final cut resolve issues
productive cut over activities to Production
• Prepare resources, over • Key users and
• Define Go-Live system
backups, identify • Ensure dependencies customer operations
acceptance criteria • Start business
owners, timelines and are understood and team running the
duration • Productive cut over operations in the new system
hand overs are well
decision (go/no-go) system
• Establish efficient managed • Celebrate Success!
communications • Document resolution of
all issues for cut over

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Cutover plan for SAP IBP
Cutover activities

Cutover activities (examples) Where?

Export/Import all relevant objects (Planning Area, Time Profile, attributes, master data, key SAP IBP Test/Prod
figures, Planning Operator Profiles, Visibility Filters, etc.)
Activate the Planning Area after import SAP IBP Prod
Create Business Users & Roles SAP IBP Prod
Update Global Configuration parameters SAP IBP Prod
Promote all CI-DS tasks (MD + TD) (if applicable) CI-DS
Execute CI-DS jobs in sequence, Master Data and Transaction Data (if applicable) SAP IBP Prod
Load manual data (if applicable) SAP IBP Prod
Complete data validation tasks SAP IBP / Manual
Create Planning Views SAP IBP Prod – Excel Add-in
Create and Schedule the Job Templates SAP IBP Prod
Test critical system functionality SAP IBP Prod
Release / Unlock users in the system SAP IBP Prod
Hand over the system to business users Manual Task

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Prepare for Go-Live
Go-Live acceptance criteria: go/no-go checkpoints

The business identifies the acceptance criteria during Realization in order to: Deploy

• Maintain the focus on going live on time Go-Live

• Focus project team efforts on criteria tasks

Cut over

Organization Preparation

Acceptance criteria needed for major milestones:

Acceptable levels of passing for Integration Tests • Master Data Acceptance Criteria:
• Acceptable levels of trained and/or certified users Planned accuracy percent of data load by object
• Acceptable levels of open issues • Transactional Data Acceptance criteria:
• Acceptable performance criteria Planned accuracy percent of data load by object
Key processes executed correctly in Production

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 KEY TAKEAWAYS &
NEXT STEPS

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Onboarding Checklist
Key takeaways from today´s session

Safeguard the success of your project by achieving all milestones in each phase of your journey!

Do you already have access to SAP IBP Production system? Start thinking about requesting it via SAP for Me.

Get familiar with cut over activities and make sure all tasks are properly documented.

Want to run a health check on your system? Request SAP Enterprise Support CQCs remote services and a report will be provided!

Register for the 5th Onboarding session: Go-Live preparation. The journey continues!

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Onboarding Journey
What’s next?
Completed! Completed! Completed! Completed! July 30th - Register here

Welcome & Introduction Project Readiness Project Guidance Project Progress Go-Live Preparation

• Understand your onboarding • Understand solution key • Evaluate your project status • Measure your project • Assess the final activities for
journey capabilities & enablement progress & milestones solution go-live
• Discover your solution
resources
roadmap & how this can be
Key Outcomes

• Learn more about SAP and • Understand cut over • Identify SAP offerings &
user setup • Evaluate your project influenced concept services to support your go
readiness live
• Get access to your system • Select SAP tools to support • Identify SAP offerings &
• Tips for running a successful your implementation services to support your • Locate post go-live
• Review your solution and
SAP project implementation implementation support resources
entitlements • Recognize the importance of
• Accelerate your project with roles & system testing • Keep innovating after go-live
• Know the main resources to
SAP Best Practices
get started with your • Increase your knowledge of
solution • Identify SAP Enterprise SAP enablement resources
Support portfolio offerings
• Get clarity on project
timelines and stakeholders

• Your SAP contract is signed & • You are starting to plan your
you want to understand SAP • You are developing detailed • You are finalizing your • You are preparing for go-live
When to
attend?

project
onboarding journey plans for all the project activities and are and ready to run your
• You need access to your • You are exploring your implementation activities ready to execute business
system solution

• IT Contact • Technical Team

• Senior Leadership, Business • Senior Leadership, Business • Senior Leadership, Business
Who should

• Senior Leadership, Business • Senior Leadership, Business

attend?

Process Owners Process Owners Process Owners

Process Owners, other Process Owners, other
• Other relevant • Other relevant • Other relevant
relevant implementation relevant implementation
implementation roles implementation roles implementation roles
roles roles

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SAP IBP Onboarding Resource Center
Your one-stop shop for a smooth onboarding process
A detailed step-by-step guide for your successful implementation, with access to knowledge-based articles, service offerings, and more.
Visit our onboarding resource center to get started and make sure to register for our live onboarding webinar.

Welcome
• Initial access and user setup
• Provisioning guide
• Additional channels

Project Readiness
• Introduction to Activate Methodology
• SAP Best practices
• Implementation Tools

Project Guidance
• Innovation & Upgrades
• Implementation guidance
• SAP Enterprise Support

Project Progress
• Cut over concept
• Services to support implementation

Go-Live Preparation
• Go-Live Guidance
• Post Go-Live support

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 Time to address
your questions!
How did you like the session?
We want to hear your feedback!

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Onboarding Journey

Thank You!
Customer Onboarding, Adoption Services Center
Rita Silva, Onboarding Advisor | July 25th, 2024

Access the
Onboarding Resource
Center landing page.
 APPENDIX

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SAP Integrated Business Planning for Supply Chain
SAP IBP Solution Overview 2023 webcast series

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Key Resources for SAP Integrated Business Planning

Onboarding Resource Centre Resources to get started with the Integrated Business Planning solution.
SAP Help Portal Access product resources such as solution guides, integration guides, and the SAP community.
IBP Wiki A resources dashboard for Integrated Business Planning.
What's New Review upcoming changes and additions to the cloud product.
Upgrade Planning Become aware of quarterly releases and fix dates.
Product Roadmap View the upcoming and planned innovations for the cloud solution
SAP Customer Influence Submit, review, and vote on ideas for SAP products.
IBP Engagement Hub View and register for upcoming events and webinars hosted by SAP to keep your yourself upskilled.
Take standard SAP trainings focused on common use cases designed to help you navigate the path to success
Learning Journey
with SAP IBP.
SAP Support Portal Search for SAP Notes, SAP Knowledge Base Articles, SAP Community content, request assistance and more.
Open SAP Learn at your own pace and time with free courses for the SAP ecosystem.
SAP Cloud Trust Center Gain real-time insights into the operational status of your cloud solution.

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SAP IBP Glossary

Nomenclature Name

IBP Integrated Business Planning

IAM Identity and Access Management
IdP Identity Provider
GRC Governance, Risk and Compliance

CI-DS SAP Cloud Integration for Data Services, formerly known as CPI-DS (Integration tool)

SDI Smart Data Integration (Integration tool)

RTI Real-Time Integration (Integration tool)

BTP Business Technology Platform (additional license in IBP)

SCCT Supply Chain Control Tower

S&OP Sales and Operations Planning

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