PowerPoint Presentation

INT 112: How Bentley Systems Integrated Its On Premise SAP Solutions with the CloudTejas ShahEnterprise Technology Lead

15th Sept 2015 2014 Bentley Systems, Incorporated

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 1In this SessionAbout Bentley SystemsCRM journey at Bentley SystemsSales enablement using Cloud & On premise hybrid approachHANA Cloud IntegrationProject implementation detailsKey PointsWrap Up

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 2About Bentley Systems# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated # | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 3About Bentley Systems

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 4Bentleys Offerings

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 5Bentleys Solution LandscapeExact Target SAP Cloud for SalesAdobeBentley.com

VertexSAP CRM 7.0(Enhancement Pack 2) SAP ECC 6.0(Enhancement Pack 6) SAP PortalSAP BWConcurSAP SuccessFactorsProjectorSAP BPCInsideView appsFreedomPaymetricAddress DoctorService SAVOI3GPRMSPStrikeIronService VAT Validation Service

Banking# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 6CRM @ Bentley Systems# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated # | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 7Bentleys CRM JourneyLive with SAP CRM 4.0 in 2006Marketing, Sales, and Service functionalityMultiple UIs supported (SAP GUI, PCUI, IC Web Client)Poor user adoptionUpgraded to SAP CRM 7.0 in 2010Unified UI for all Business Groups Live with SAP CRM 7.0, Enhancement Pack 1 in 2012Live with SAP CRM 7.0, Enhancement Pack 2 in 2013 SAP Cloud for Customer in a hybrid model for Sales Force Automation in 2014 Transition Sales colleagues to Cloud for Sales platform for SFA capabilities

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 8Business Processes in CRM

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 9Sales Enablement with Cloud# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated # | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 10C4C EvaluationTest Drive - Hands-on approach to software evaluation Joint analysis by Bentley IT and Sales Configuration, administration, and integration analysis by ITUser experience and mobile device delivery for SalesEvaluation of hybrid model with access to SAP Cloud for Sales tenant integrated with SAP CRM Functional completeness (breadth of offering)Gap analysis (Product and Process mapping)

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 11What did we learnBentley business processes supportedActivity ManagementLead ManagementAccount and Contact ManagementOpportunity Management, with some limitations for Bentley Bentley master data supported Business Partners Products, with some limitations for Bentley Employee dataOrganizational Structures

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 12What did we learn (contd.)Additional capabilities offeredOutlook Integration Account and Contact management from Outlook along with visibility to Leads, Activities, and OpportunitiesExcel IntegrationCustomer Insights Real-time insights for Sales Reps and Sales Management Complete mobile support including offline capabilityReal-time actionable analyticsModern UI with multiple features to improve efficiency for sales colleagues

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 13What did we learn (contd.)Limitations for the Bentley SFA scenarioNo support for Configurable Products Limitations on Campaign Element management Bentley Quotation process (Service Contracts) not supported Pricing not supported for configurable products, in standard on-demand solution Custom Activity transaction types created on-premiseBentleys custom Territory Management rules # | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 14Why Hybrid Implementation of C4C# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated # | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 15Why Hybrid ApproachIntegration with back-end CRM system helps address current limitations with product Business process continuity for on-premise CRM users (Marketing, Support, and Back-Office teams) and drive end-to-end processing Allows for a smoother transition to the on demand platform vs. a rip and replace approach Leverage existing customizations, and apply it to the on-demand platform via the hybrid integration until back-end processes simplified Territory ManagementPricingQuotation

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 16Integration between Cloud & On Premise# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated # | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 17Why HCI for integrationNo existing middleware available in the landscapeGartner Magic Quadrant for iPaaS VisionaryOut of the box integration content for C4CShorter time to implement Lower TCO

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 18Project Team

SAP CRM Functional Expert (40% first two weeks)Carry out the required tasks in SAP CRM as instructed by the ERP Integration GuideSetup data replication, maintains basic configuration in CRMModify BAdIs, if necessary

SAP Cloud for Customer Delivery Consultant

Drives the Integration Service according to the project schedule

Provides the integration guide

Assists Customer Experts where needed for tasks listed in the Integration Guide.

Responsible for Integration setup within SAP Cloud for Customer tenant based on the Integration GuidesSAP CRM IT Expert (as required)Establish and test network connectivityConfirm pre-requisite SPs, Notes. SSL

SAP CRM Business Expert (as required)Available for driving the functional decisions that that effect the integration configuration. CRM knowledge of Business Partners, Products, Opportunities, Leads, Org structure

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 19Roles & ResponsibilitiesPerform the Cloud system integration configuration Establish the connection between the OnDemand system and HCIMonitor and guide the customer through the steps of the integration guide and assist in configuration of master data and process data integrationSAPInstall required system add-ons and required SAP correction notes in the Customer on premise SAP systemSet up connectivity and security settings in the on premise SAP system Perform CRM tasks listed in the integration guide Perform the replication of data from on premise CRM system to the SAP Cloud for Customer tenantTest and approve the end-to-end integration scenariosCustomer# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 20Implementation methodology

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 21Integration Implementation methodologyIntegration On-boardingReceive Provisioning emails from SAPRequest Users and Roles AuthorizationPrepare for technical connectivity Integration configurationConfigure on-premise backendConfigure HCI Configure Cloud for customer

Integration extensionCloud for Customer extension using KUT/PDIPI/HCI mapping and iflow adjustment

Integration Data LoadPerform codelist mappingAdapt value mappingRun reports for Initial load of Master dataRun reports for Initial load of Transaction data

Integration Go-livePromote from Test to ProductionTransport configurations, extensionsCopy code list mappingCopy value mappingIntegration MonitoringMessage Flow monitoring in PI/HCI

Integration UpgradeView Updated Integration content in PI Software components/HCI web UIImport Updated Integration content without losing custom modificationsAdapt and Deploy newly imported Integration content with custom modifications

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 22Bentley C4C HCI landscapeTransport Data TransferSAP Cloud for CustomerSAP Cloud for CustomerSAP CRMSAP CRMNo Data Transfer Between OD SystemsTest TenantQAProduction TenantProductionSAP Cloud for CustomerDev TenantTest InstanceProd InstanceHCIHCISAP CRMDev# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 23HCI Integration for Bentleys Hybrid CRM Model Bidirectional synchronization of Accounts, Contacts master dataReal-time synchronization of Activities, Leads, and OpportunitiesUnidirectional synchronization of Hierarchies, ProductsTerritory rules will be triggered from CRM 7 upon replicating transactions via HCI Bentley CRM Sales Quote (Service Contract Object) triggered via the opportunity on Sales OnDemand

Bentley SAP Cloud for SalesAccount and Contacts Business PartnerAccount HierarchyEmployeeCampaign Header Account HierarchyEmployeeCampaign Element ProductsProductsActivityBentley SAP CRM 7 EHP2LeadOpportunityActivityLeadOpportunityPricing (IPC)Product Configuration* Sales QuoteCRM Sales Quote launched from on demand # | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 24Project DetailsSystem connectivity setupCertificate based authentication29 integration artifacts configured and deployed2 business roles configuredCustom developmentOpportunity product configuration using PDIMultiple CRM activities mapped to activity type appointment on cloudCustom fields for accounts, products, leads, opportunities & activitiesCustom HCI field mappings, value mapping Transaction searches using Bentley custom fieldsCRM BADI enhancements for account, order, productURL mashups to integrate BW reports, google maps, insideview

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 25Data MigratedAll Accounts and Contacts from SAP CRM Filters for archived and deleted business partners Relationships restricted to only what's needed on cloud

All Employee Records from SAP CRMSystem of record for employees is ECC CRM via middleware

Multiple Org. Structures loaded to SAP Cloud for Sales

Leads, Activities, and Opportunity transactions Three years data Open Activities only Leads and opportunities with no Status filters

Product HierarchiesOnly one hierarchy supported on SAP Cloud for SalesBAdI enhancement to merge multiple Bentley Prod. Hierarchies

Product Master Data Configurable product custom work for Bentley

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 26Data VolumesInitial Data LoadAccounts 510,000Contacts 1,404,000Relationships 1,595,000Transactions 100,000 Only Open transactions loaded during initial loadAll other transactions for past 3 years loaded post go-live

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 27Data Migration StrategyData Extraction in CRMAdditional app servers setup in CRM to handle data extraction loadSeparate background processes allocated to send iDocs outData loads run in small chunks to allow HCI to process messages and not overloadLimit custom extraction logic and fields not needed in cloud to reduce data extraction timeFine Tune data extraction programs and limit BADIs / custom logicHCI processingAdditional server nodes added to handle large initial data loadC4C Clear/Cancel failed messages to reduce auto-reprocessing

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 28Ongoing ActivitiesMonitoring of messages in CRM, HCI & C4CDeploy/update iflows to meet new business requirementsUpgradesView Updated Integration content using HCI web UIImport Updated Integration contentAdapt and Deploy newly imported Integration content with custom modifications

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 29Key pointsHands-on software evaluation approach, with both business and IT involvement, is key to determining solution capabilities from a technology and sales effectiveness perspective A hybrid approach allows for a phased transition to the cloud without disruption to existing back-end processes Make sure to plan enough time to cover data migration tasks and activities during your implementation project, as its not a one to one mapping Any custom fields included in on-premise that you want to bring over to the Cloud for Sales platform requires customization at the HCI layer as well Keep in mind SAPs quarterly release cycle when planning your implementation project and enhancements, both for on-premise and on-demand systems

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 30HCI future @ BentleySuccessFactors Employee Central implementation Pilot existing HCI success factor content and future road mapSuccessFactors Employee Central integration with Concur, Active Directory, CRMDevelop custom iflows for Employee Central to Projector & other 3rd party systems integration

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 31Where to find more informationSAP Cloud for Customer Help Pagehttp://help.sap.com/cloud4customerSAP Cloud for Sales YouTube pagewww.youtube.com/user/SAPSalesOnDemandSAP HANA Cloud Integration Help Pagehttp://help.sap.com/cloudintegration

# | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 32Your Turn!

How to contact me:Tejas ShahTejas.Shah@bentley.com # | WWW.BENTLEY.COM | 2014 Bentley Systems, Incorporated 33