ehsm public sector case management solution

Strategy … Connectivity … Value ™

2014 Socousa Corporation. All Rights Reserved.

EXECUTIVE SUMMARY

Socousa was founded on the bedrock of global consulting experience and was incorporated in 2003.

Providing specialized consulting services Socousa is positioned to meet the challenges our clients are faced

with in today’s fast changing environment. As an independent organization we are able to objectively provide

the products and resources suitable for our clients and their specific requirements.

At Socousa we consider ourselves a major stakeholder in our client’s organization and as a global resource

partner we maintain a close relationship with our clients and resources. We have also realized the

importance of soft qualification factors and encourage candidate compatibility with our client’s culture,

objectives and environment.

Our specialized approach has secured Socousa an outstanding reputation in the marketplace and

constantly attract highly qualified and skilled resources. We also pride ourselves that our exceptional service

and reputation has resulted in the majority of our customer accounts arriving in the form of referrals,

illustrating confidence in our abilities, expertise and commitment.



EHSM SUMMARY

The SAP® Environment, Health, and Safety Management application enables incident management

capabilities to record, manage, investigate, and analyze incidents. This helps reduce costs, improve

operational efficiency, maintain compliance, and support a proactive and preventive health, safety, and

environmental culture. The SAP EHS Management application contains robust incident and case

management functionality, and at the same time is intuitive for the various groups of users in your

organization.

EHSM BUSINESS CHALLENGES

Maintain safe, smooth-running operations

Have visibility into incidents and safety performance across global operations

Eliminate inefficient, reactive incident management processes that impact productivity

Learn from incidents to drive continuous improvement

Efficient case management



EHSM KEY FEATURES

One incident management system records incidents, near misses, and safety observations; investigate,

track, and follow up on incidents with standardized, workflow-enabled processes

Prebuilt data and business process integration streamline collaboration and automatically leverage

operational data from other SAP software

Automated global reporting produce regulatory forms and analytical reports

Dashboards view and filter charts and graphs of critical incidents, near misses, and safety observation

data

Web services use open-architected services to support mobile devices and unique processes and to

transfer incident data from other applications.

Complete end-to-end efficient case management



EHSM BUSINESS BENEFITS

Prevent costly incidents with proactive risk management

Reduce costs by leveraging other SAP software and gaining efficiencies

Increase asset availability and resource productivity

Create transparency and standardization with templates, task tracking, and analytical reporting

Prove compliance with critical data, documents, record keeping, and reports

Flexibly support processes and safety initiatives



EHSM EFFECTIVE INCIDENT MANAGEMENT

The complexity and cross-functional nature of the incident management process places great demands on

production; maintenance; human resources; and environment, health, and safety personnel. This process is

best enabled by software applications that are designed to be not only functionally rich but also pre-

integrated into your business processes and your company’s primary software application landscape.

Standard SAP integration with HCM (Human Capital Management), EAM (Enterprise Asset Management),

GRC (Governance, Risk, and Compliance) and FIN (Finance) solutions eliminates redundant data entry,

streamlines processes, prevents errors and leverages investment in an enterprise solution.

The EHSM incident management features support a complete, global standard and closed-loop incident /

case management process, encompassing the ability to record an environmental, health, or safety incident;

track all involved persons (HCM) and assets (EAM); manage the investigation; record the root cause effect;

record expenses and income/chargeback (FIN) related to the incident; file and track worker’s compensation

related to the incident (HCM); track corrective actions; produce regulatory forms, analytical and predictive

analysis reports.



SUPPORTED BUSINESS PROCESS

Initial RecordingIncident

ProcessingIncident

InvestigationReporting &

Analytics

EHSM INCIDENT MANAGEMENT PROCESS

HCM MASTER DATA

Employee Mini-Master

Business Partner

Worker’s Compensation

Data Reporting



EHSM DASHBOARD AND REGULATORY REPORTING

Reporting and analytics features include support for completing regulatory forms and performing analytical

reporting using standard SAP software tools. Any data within the application can be exported for use with

specialized industry-standard tools.

The incident management functionality in SAP EHS Management provides you with a comprehensive report

and form engine that allows you to set up various kinds of regulatory forms and generate and send these

forms directly from the application. The standard application includes all the necessary fields and

functionality to produce the following forms:

U.S. OSHA (Occupational Safety & Health Administration) 300, 300A, and 301 forms

A collection of standard reports using the SAP Business Explorer (SAP BEx) tools is delivered with the

application. The data maintained by SAP EHSM and other SAP applications that write data to the SAP

NetWeaver® Business Warehouse component with the functionality embedded in the SAP BEx tools

provides an analytical environment that can support your unique analysis interests.

SAP BusinessObjects™ Dashboards software is delivered with the standard application. Each dashboard

addresses a different set of data and can be filtered by any combination of country, region, plant, shift, time

period, and location.



EHSM Incident Analytics – BEx Queries

EHSMIncident

Management

Incident Statistics

Safety Observations

Financial Transactions

Investigation

Injury

Violation

Risk Assessment

Releases

Root Causes

Action Statistics

Near Misses

Illness



EHSM Worker’s Compensation Claim Forms

Specific forms would be custom form developments using SAP Interactive Forms by Adobe. The forms can

be automatically generated based on content recorded in EHSM Incident Management, HCM Master Data

for employees with Workers Compensation infotypes and SAP Business Partner for non-employee

personnel. Web Service and mobility applications add state of the art functionality to business processes,

such as a the facility for turning on automatic updates wherein any structural form changes made by the

Department of Labor (DOL) will send a notification to respective support personnel.




CA-1 (Federal Employee’s Notice Of Traumatic Injury and Claim for Continuation of Pay/Compensation)

Content pre-populated

from SAP HCM Master

Data Infotypes.


from SAP Workers

Compensation Infotypes

and EHSM

Claim/Incident

Management




CA-2 (Notice of Occupational Disease and Claim for Compensation)


from SAP HCM Master

Data Infotypes.


from SAP Workers

Compensation Infotypes

and EHSM

Claim/Incident

Management




CA-7 (Claim for Compensation)


from SAP HCM Master

Data Infotypes.


from SAP HCM

Dependants Infotypes.



Executive

Committee

Steering

Committee

Pro

ject

Sponsors

Program

Management

Project

Management

Project

Office

Change

Management

Solution

Architect

Functional

Lead

Technical

Lead

Application

Consultant

Development

Consultant

Security

Consultant

MDM / ETL

Consultant

Program Execution Hierarchy



.

RESOURCE RESOURCE DESCRIPTION

Project Sponsor

Individual identifying a need for change with appropriate authority to initiate a program.

There may be several sponsors who collectively share this role. If higher authority and

support is required such individuals should be drawn into this role.

Executive Committee

A body of individuals representing the overall executive authority of the organization.

This body could be the Board of Directors or a delegated committee of the Board of

Directors.

Steering Committee / Project Board

A group of individuals charged with regular oversight of the project, collectively

representing all significant areas of participation in the project with authority to make

executive decisions on behalf of the represented areas.

Program Director

An individual with executive authority over the project who has full accountability and

responsibility for the project’s success with the delegated power to make all decisions

subject to oversight by the executive bodies.

Project Manager

An individual with day-to-day responsibility for the conduct and success of the project.

The Project Manager would usually have control over all project resources and reports

to the Steering Committee.

Project Office

Provides supporting shared services to the Project Manager and the overall Project

Team. Typical responsibilities would include but not limited to controlling and tracking of

the detailed project plan, managing project documentation, project report preparation.

Solution Architect

A specialist in defining overall business solutions with responsibility for the “big picture”.

On larger engagements this role can be split into major project categories, i.e.

Infrastructure, Application etc.




.


Functional Lead

Projects are typically divided into various sub-teams based on functional expertise. The

Functional Lead is responsible for the management and coaching of the sub-team as

well as status tracking and reporting to the Project Manager.

Technical Lead

Projects are typically divided into various sub-teams based on functional expertise. The

Technical Lead is responsible for the management and coaching of the sub-team as

well as status tracking and reporting to the Project Manager.

Application Consultant

Individual executing specific configuration activities for each application module based

on outcomes of the Business Blueprint resulting in Configuration Workbooks. Delivers

configuration iterations required for each application module by presenting demo of

configuration and collecting feedback.

Development Consultant

Individual executing specific development activities related to RICEFW objects utilizing

program languages such as ABAP, JAVA, XML etc. as well as web services activities

related to related to translation (ETL)

Security Consultant

An individual specializing in designing and maintaining Security roles and objects within

an SAP environment providing appropriate and timely implementation of security

controls, including the creation and implementation of security profiles for named users

and processes.

MDM / ETL Consultant

An individual specializing in mapping and managing legacy data to SAP master data

and transaction data (Extract, Transform & Load) processes as well as managing data

exchange between 3rd party applications and SAP.

Technical Writer

A specialist in the creation of accurate and usable project documentation for the day-to-

day use of the solution as well as design documentation for future reference.




.


Change Management Lead

A specialist in identifying issues, requirements and solutions regarding organizational

change, i.e. corporate or individual rational, political and emotional factors in brining

about the desired business change, and facilitating agents and activities of change.

Data Governance & Integration Manager

An individual specialist responsible for gathering and documenting integration

requirements as well as supporting implementation and testing of packaged

integrations, e.g. middleware integration to PeopleSoft HCM 9.0; responsible for 3rd

party data interfacing with SAP; works with business analysts to resolve data related

issues

Training Manager

A specialist in identifying training needs, designing training strategy and approach,

leading into the development of training materials used in class room training as well as

on the job reference training.

Trainer / Tester / Analyst

Individuals with specific skills and knowledge required to deliver respective content for

software applications.

Quality Manager & Auditor

An individual responsible for processes and procedures that ensure required levels of

quality are achieved and executes verification of adherence to declared processes,

procedures and deliverables.

Process Owner

An individual within the organization undergoing the change with overall control,

authority, and accountability for any given business process.

Subject Matter Expert (SME)

An individual within the organization undergoing the change with in-depth knowledge of

specific business processes.




.

Ex. Safety Observation

recording

Landscape Overview

EAM – Enterprise

Asset Management



1

Deployment Strategy

2 Scope Assessment

3 Blueprint & Design

4

Realization

5Final Review

6Operational Readiness

7

Support & Improvements

RESa Methodology



Deployment

Strategy

Scope

Assessment

Blueprint &

Design

Realization Final Review Operational

Readiness

Support &

Improvements

½ month 1½ months 4 months 2 months ½ months ½ months 3 months

increments

Initial

Assessment

Core Team

Deployment

Process

Workshops

Business

Process Master

Cutover Plan Go - Live Release Roll Out

Initial high-level

Scope

Baseline Scope

Assessment

Business

Strategy

End-to-end

Scenarios

Stress & Volume

Test

System

Monitoring

Enhancements

Strategy Standards &

Procedures

Process Change Configuration &

Development

System

Integration Test

Application

Support

Nice to haves

Project Charter Project Plan Master Data /

ETL

Unit Test User Acceptance

Test

Out-of-scope

items

Project Team

Ramp up

Project Logistics

& Setup

Cross Application

Development

Configuration

Workbook

Training

Documentation

Version upgrades

Kick-Off Infrastructure

Deployment

NetWeaver

Development

BPP Workbook Training Continuous

Improvements

15% 15% 30% 20% 15% 5%

ROM – Rough Order of Magnitude

Project Life Cycle Estimate 1st Release

Progress Billing / Milestone Billing

9 months



ROM – Rough Order of Magnitude

Project Life Cycle Assumptions

Private Sector EHSM implementation with

• installed infrastructure

• installed core SAP environment

• one location

• no Worker’s Compensation requirement

• no clearance requirements on engaged personnel

Public Sector EHSM implementation

• no installed infrastructure

• no installed core SAP ERP

• objective to design Federalized (global) template solution for roll-out to agencies

• multi-level Blueprint engagement with multiple Federal Agencies

• development of custom government specific forms

• development of custom Interfaces to non-SAP 3rd party environments

• expected issues with less advanced applications and environments

• MOU application with DOL

• specific and strict security requirements, i.e. SSO, PIV …

• multi-location end user training requirements

• clearance requirements on all engaged personnel

6 months

9 months

ehsm public sector case management solution

Presentations & Public Speaking

socousa corporation

safety management application

incident data

case management functionality

costly incidents

proactive risk management

sap ehs management application

clients organization