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Kick-off workshop for The data migration starter pack for SAP solutions PowerPoint PPT Presentation


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RDS Implementation Methodology. Kick-off workshop for The data migration starter pack for SAP solutions at Coeus Consulting, Inc. February 2013. Objective

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Kick off workshop for the data migration starter pack for sap solutions

RDS

Implementation

Methodology

Kick-off workshop for

The data migration starter pack

for SAP solutions

at Coeus Consulting, Inc.

February 2013


Kick off workshop for the data migration starter pack for sap solutions

Objective

Introduce the project team, align on activities and responsibilities, discuss the scope of the solution and its available options.

3

1

2

0


Introduction

Introduction


Coeus team introduction

Coeus Team Introduction

  • Team Lead

    • <Name> , Department

  • Team Member(s)

    • <Name> , Department

    • <Name> , Department


Customer team introduction

Customer Team Introduction

  • Customer/Executive Sponsor

    • <Name>

  • Customer Operational Management

    • <Name> , Department

    • <Name> , Department

    • <Name> , Department

    • Customer Team Members

    • <Name> , Department

    • <Name> , Department


What does project success really mean

What Does Project Success Really Mean?

Functional Goals

Business Goals

Achieving the requested modifications or improvements in the business

Project Goals

  • Schedule Compliance

Budget Compliance


Success depends on everybody involved

Success Depends on Everybody Involved

Project success is the sum of everybody‘s daily work and decisions.

Processes

Management

Project

Key User

Team

Organization

Technology

We look forward to realizing a successful project with you.


Solution overview

Solution Overview


Business challenge

Business Challenge

Pain Points

  • Migration projects typically run over budget and over time

  • Unsuccessful migration results in failed implementation, where users cannot use the new application system

  • Ensure migration that complies with any applicable requirements

    Goals/Needs

  • Ensure migration does not result in business disruption

  • Migrate compliant data

  • Mitigate risk of project delay due to data migration

  • Ensure users trust the data in the new application


Answer

Answer

Pre-packaged solutions to target specific business centric pain points or subject areas for data migration:

  • Business Intelligence and Data Services infrastructure implemented

  • The installation & configuration of Rapid Data Migration

  • Corporate data analyzed, mapped then loaded

  • Knowledge Transfer to up-skill key customer resources


Keys benefits

Keys Benefits

Fast to deploy

1

Enterprise class Information Management & BI platform

2

Quick Return On Investment

3


Scope items solution value profile

Scope Items & Solution Value Profile

  • Foundation and Scope Items

    • All software required for a successful migration project

    • Pre-delivered migration content and reports specific to target SAP system

    • Fixed price consulting package

  • SAP Rapid Deployment Solutions value profile

    • Preconfigured software

    • Ability to reuse content after migration for continued integration

    • Rapid and affordable, flexibly priced solution

    • Simple buying process

    • Clear path to a complete data migration


Kick off workshop for the data migration starter pack for sap solutions

Service Building Blocks (On Premise)

SAP ERP-CRM Package (RDM_ERP_CRM_DS41)

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

ERP Starter Module

CRM Starter Module

  • Specific set up of the Migration Starter Service

  • Migration implementation of the objects defined in the Base Module

  • Test and Go-live Support

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

  • Specific set up of the Migration Starter Service

  • Migration implementation of the objects defined in the Base Module

  • Test and Go-live Support

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

Installation Module

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

Base Module (Common to all Options Modules)

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

  • Note: No common deployment activities of the Migration Starter Service


Kick off workshop for the data migration starter pack for sap solutions

Service Building Blocks (On Premise)

SAP Utilities Package (RDM_CRM_UTIL_DS41)

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

Utilities Starter Module

  • Specific set up of the Migration Starter Service

  • Migration implementation of the objects defined in the Base Module

  • Test and Go-live Support

  • Note: Migration of the 25 objects in the list of Utilities objects

Installation Module

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

Base Module (Common to all Options Modules)

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

  • Note: No common deployment activities of the Migration Starter Service


List of objects for the erp starter module

List of Objects for the ERP Starter Module

  • Service Master

  • Accounts Payable/Receivable

  • Work Centers

  • Service Master

  • Equipment

  • Standard hierarchy

  • Profit Centers

  • Cost Centers

  • Exchange Rates

  • Object Dependencies

  • Sales Orders

  • Purchase Orders

  • Internal Order

  • Source List

  • Work Breakdown Structure

  • Functional Locations

  • Bank

  • Configuration Profiles for Material

  • Fixed Assets

  • Functional Location

  • Purchasing Requisitions

  • Contracts

  • Scheduling agreements

  • Material stocks WM

  • Reference operation set

  • Order reservation

  • Planned independents requirements

  • Open deliveries

  • Secondary Cost Elements

  • Characteristic Master

  • Class Master

  • Activity Types

  • Activity Prices

  • Customer Master

  • Vendor Master

  • Material Master

  • Material Classification

  • Material QM Inspection Type

  • Material External Customer Replenishment

  • Purchasing Info Records

  • Inspection Methods

  • Master Inspection Characteristics

  • Inspection Plans

  • Bill of Materials

  • Routings

  • SD Pricing

  • Inventory Balances

Master Data Objects

Transactional Data Objects


List of objects for the crm starter module 1 2

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

1

2

3

1

2

4

1

2

5

3

6

7

3

3

8

9

10

2

3

1

11

2

3

1

12

2

3

1

2

13

3

1


List of objects for the crm starter module 2 2

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

14

1

3

2

15

9

16

9

17

17

18

1

2

16

15

17

19


Kick off workshop for the data migration starter pack for sap solutions

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

1

2

1

2

1

3

4

5

5

6

7

5

6

7

8

9

5

4

6

9

10

9

11

7

4

12

4

9

9

13

3


Kick off workshop for the data migration starter pack for sap solutions

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

14

1

13

3

15

1

14

3

3

1

16

9

4

17

4

18

1

19

20

19

21

1

3

6

5

9

22

3

13

9

1

23

4

13

9

3

24

23

25

4

13

9


Data migration to sap system architecture

SAP

Data migration to SAP systemArchitecture

Data Staging and Test Environment

Legacy Data Environment

Loading

Target Environment

Dashboards and Business Reporting

Performance Analysis

Staging Area

Pre-Built load routines for SAP Objects

Flat Files/

Excel

Data Services Platform

Name Parsing

ISMW file or iDocs

Extract & Profile

Databases

SAP

Configuration

Extraction

Address Parsing & Correction

Business Validation Rules

Transform

Data into SAP structure

Validate & Load

Transform

Cleanse

Material/Product Parsing

Automatic SAP Config Validation

Matching

Reconciliation

Applications

Transparency, Communication and Governance

XML


Data migration steps

Data Migration Steps

SAP DATA MIGRATION

1

2

3

4

5

6

ANALYSIS

EXTRACT

CLEAN

RECONCILE

VALIDATE

LOAD

Governance and Visualization

SAP Data Migration gives You what You need: A Solution You can Trust

Easy to use data migration solution to reduce project risks and speed implementation

  • Pre-defined content and rules

  • SAP & PartnerServices

  • Reusable Tools for Ongoing Data Governance


Implementation approach

Implementation Approach


Rapid data migration content major components of sap data migration software

Rapid Data Migration ContentMajor Components of SAP Data Migration software

Software components

  • SAP Data Services: Data management platform to support all migration tasks

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

  • SAP Information Steward*: Source data profiling

Rapid data migration content components

  • Migration content loaded into Data Services.

  • WebIntelligence reports for monitoring the data migration.

  • Migration services to map source data to SAP business context.

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

  • *optional component


Rapid deployment with data services and bi platform 1 2

Rapid Deployment with Data Services and BI Platform (1/2)

Pre-packagedRAPID DATA MIGRATION CONTENTto dramatically reduce delivery time and provide ROI

Pre-configuredINSTALLATIONto accelerate BI and DS implementation

BEST PRACTICES toguideproject to success


Rapid deployment with data services and bi platform 2 2

Rapid Deployment with Data Services and BI Platform (2/2)

What‘s in Rapid Deployment of Data Migration with Data Services and the BI Platform?

INSTALLATION :

  • Provides pre-configured software files for server applications (BI & DS)

  • Provides installation of all necessary client tools for administration, development and deployment

RAPID DATA MIGRATION CONTENT:

Rapid Data Migration consists of pre-packaged, subject area specific content for migrating data to SAP:

  • Pre-built Data Services content (ETL)

  • MigrationServices tool to manage the lookup tables

  • Pre-built BI reports for monitoring status and progress

  • Ability to reuse content after migration for continued integration

  • Clear path to your full data migration, data integration, data quality, data governance needs

  • BEST PRACTICES:

    Pre-defined service which guides the customer through all the necessary steps to obtain project success

    • Templates, WBS, Qualification Questionnaire, Requirements Checklist, Roles & Responsibilities

    • Implementation Approach and Methodology

    • Identify what is required and the effort involved to customize the Rapid Data Migration


Scope 1 2

Scope (1/2)


Scope 2 2

Scope (2/2)


Deliverables

Deliverables

Customer

  • Servers and Software Installed

  • List of Options Selected

  • ERP/CRM: Licensee data cleansed (if needed)

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

  • User Acceptance Testing

  • Switch to Production

  • End user Training

  • Go Live and go live support

  • Kick Off Workshop

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

  • Confirm Installation

  • Activation of Solution

  • Confirm Activation of Solution

  • Key User Training Workshop

  • Go-Live assistance.

Coeus


Kick off workshop for the data migration starter pack for sap solutions

Project Organization

Project Sponsor

CEM

Customer Project Manager

Coeus Project Manager

Resourcing

Technology Consultant(s)

Technology Consultant(s)

Application Consultant(s)

Application Consultant(s)


Customer team responsibilities

Customer Team Responsibilities

  • Project Manager

  • Technical and functional project management

  • Coordination of interfaces

  • Risk Management

  • Organization of project meetings and status update

  • Controlling of the overall project

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

  • Main contact and reporting to the Project Sponsor

  • Technology Consultant(s)

  • Contribute to the implementation of the Rapid Data Migration

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

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

  • ABAP skills

  • IDoc skills (ERP/CRM)

  • Application Consultant(s)

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

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

  • Document requirements for TO BE gap analysis

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

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


Coeus team responsibilities

Coeus Team Responsibilities

  • Project Manager

  • Technical and commercial project management

  • Ensures delivery & status of SAPs deliverables

  • Liaises with customer Project Manager for status reporting

  • Controls SAP resourcing

  • Application Consultant(s)

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

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

  • Support Customer in the configuration of SAP target environment

  • Lead Technology Consultant

  • Serve as a central contact person throughout the RDS implementation

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

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

  • Implement the data mapping within Data Services

  • Jointly responsible for the data mapping

  • Present the data quality demonstration if in scope

  • Run data migration end-to-end tests

  • Provide knowledge transfer and RDS handover

  • Technology Consultants

  • Implement the data mapping within Data Services

  • Run data migration end-to-end tests


Modular selection

Modular Selection


Kick off workshop for the data migration starter pack for sap solutions

Summary: Organization, Roles, Effort Estimation

Base Service + Installation Module + ERP Module

Service (Delivery) Owner/s: Jerome Delune

Expected Service Delivery Time: 11 Weeks


Kick off workshop for the data migration starter pack for sap solutions

Summary: Organization, Roles, Effort Estimation

Base Service + Installation Module + CRM Module

Service (Delivery) Owner/s: Jerome Delune

Expected Service Delivery Time: 15 Weeks


Kick off workshop for the data migration starter pack for sap solutions

Summary: Organization, Roles, Effort Estimation

Base Service + Installation Module + Utilities Module

Service (Delivery) Owner/s: Jerome Delune

Expected Service Delivery Time: 34 Weeks


Kick off workshop for the data migration starter pack for sap solutions

Project Involvement

Base Service + Installation Module + ERP Module

Week 11

FINISH

START

Week 1

Week 2 - 10

DEPLOY

RUN

2-6 weeks before

START

After Go-Live

Coeus involvement

Customer involvement


Kick off workshop for the data migration starter pack for sap solutions

Project Involvement

Base Service + Installation Module + CRM Module

Week 15

FINISH

START

Week 1

Week 2 - 14

DEPLOY

RUN

2-6 weeks before

START

After Go-Live

Coeus involvement

Customer involvement


Kick off workshop for the data migration starter pack for sap solutions

Project Involvement

Base Service + Installation Module + Utilities Module

Week 33-34

FINISH

START

Week 2

Week 3 - 32

DEPLOY

RUN

2-6 weeks before

START

After Go-Live

Customer involvement

Coeus involvement


Kick off workshop for the data migration starter pack for sap solutions

Project Planning

Base Service + Installation Module + ERP Module

FINAL PREPARATION

Production cutover / Switch to Production

PILOT GO LIVE

4

DEPLOY

Solution activated and confirmed

2 MockRuns

3

Week 9

Week 11

2

Week 10

Week 8

Knowledge Transfer

Modifying DS Jobs & Unit Testing

Week 4

Data Mapping Workshop

START

Kick-off / Scope completed

Extraction and Profiling

Week 2

RDS Configuration

1

Software Installation

Week 1


Kick off workshop for the data migration starter pack for sap solutions

Project Planning

Base Service + Installation Module + CRM Module

FINAL PREPARATION

Production cutover / Switch to Production

PILOT GO LIVE

4

DEPLOY

Solution activated and confirmed

2 MockRuns

3

Week 10

2

Week 15

Week 14

Week 6

Knowledge Transfer

Modifying DS Jobs & Unit Testing

Week 4

Data Mapping Workshop

START

Kick-off / Scope completed

Extraction and Profiling

Week 2

RDS Configuration

1

Software Installation

Week 1


Kick off workshop for the data migration starter pack for sap solutions

Project Planning

Base Service + Installation Module + Utilities Module

FINAL PREPARATION

Production cutover / Switch to Production

PILOT GO LIVE

DEPLOY

Solution activation and confirmation

3 MockRuns

4

3

Week 31

2

Week 34

Week 33

Week 29

Week 27

Mock Run 2

Week 25

Mock Run 1

Week 24

Knowledge Transfer

Week 18

String Test

Modifying DS Jobs

Week 13

Data Mapping Workshop

Week 8

START

Kick-off / Scope completed

Extraction and Profiling

Week 4

Week 3

RDS Configuration

1

Software Installation

Week 2


Communication

Communication

  • E-Mail

  • Electronic exchange of information and documents:

    • Within the SAP project, the exchange of information and documents generally takes place without paper.

    • Exceptions consist of approved concepts, data transfers, etc that must be signed by the respective person in charge.

    • Attachments generally have to be sent as shortcuts/links.

PM – Project Management

PS – Project Sponsor

STL – SAP Team Lead

FT – SAP & Customer Full Team

Phase-related modifications in frequency

Calendar

Project members manage their appointments/absence via the calendar feature:

  • Each project member records their personal appointments in the electronic calendar.

  • The same goes for absence, e.g. vacation.

  • Using the calendar for planning meetings facilitates effective scheduling and sending of invitations.

Meeting

  • Weekly

  • (No meeting without agenda and protocol)


Thank you

Contact information:

Donna Leong

Managing Director

Coeus Consulting

T +1 888 317 6488 ext 706

C +1 510 967 1908

F +1 510 887 7959

Thank You!


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