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From Provisioning to Go Live in 60 Minutes

SAP Cloud for Customer

The SAP Cloud Series by myCloudDoor

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CONTENTS

1.SAP Cloud for Customer - Overview

2.What will be implemented

3.SAP Cloud Project Delivery Methodology

4.Provisioning and Scoping

5.The Organizational Structure

6.Fine-Tuning Activities

7.Integrate and Extend: Data Migration

8.Getting Ready for Going Live

9.Testing and Go Live

10.In actual projects, Key Takeaways

11.Thank you

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What you need to Implement SAP C4C in 60 minutes

1.Basic CRM processes knowledge on Sales and Marketing business scenarios

2.Key is to have the data that is going to be migrated and uploaded ready in their XML (Excel) templates

3.2 Consultants working in parallel (one set ups fine tuning options while the second does the uploading of the data. One creates business roles and users, while the second does testing)

4.The SAP Cloud for Customer tenant information with Initial username and password

5.It’s assumed that it’s no integration with other systems

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1. SAP Cloud for CustomerSell more effectively with today’s empowered customers

Sales Productivity

Sales Process & Intelligence

Analytics

CollaborationUser Experience

Integration

Customer OnDemand

ERP/CRM/BI

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2. This is what we will implementYou can start with Sales Force Automation and grow at your pace

SAP Cloud for Customer – Scope of this project Included Not IncludedSales Leads Management

Opportunity Management

Accounts, Contacts and Sales Activities

Territory Management Sales Planning

MS Outlook Integration

Mobile Apps Integration

Accounts 360 View Pipeline Simulation

Marketing (Target Groups, Campaigns)

Competition and Competitor Products Colaboration Processes

Product Portfolio

In-Memory Analitycs and Reporting

Number of Legal Entities 1 Number of Countries 1

Customer Service Processes (Ticketing, SLA, Escalation, KB)

Integration with SAP ERP and or SAP CRM (On Premises)

Social Channels and Engagement

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3. SAP Cloud Project Delivery MethodologyNo room for free-style consulting

VERIFYPREPARE REALIZE LAUNCH

Production Systems Setup

Solution Testing

Cutover Planning

Solution Walkthrough

Data Migration

Cutover Execution

Business Process Confirmation

Key User Enablement

ScopeVerification

Project Management

Change Management and End User Training Go-Live

Solution ConfigurationSolutionAcceptance

ReadinessAcceptance

Custom Content Specifications

Custom Content Development

Integration Readiness

Cloud Integration

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4. Provisioning and Scoping Leveraging Best Practices right from the start

• Provisioning: Get an email from SAP with your tenant URL, initial user and password

• Next Step: Create a key user with enough authorizations for business configuration and implementation (a second user is created for the project team)

• Scoping: Deciding what is going to be implemented and answering the questions

• Result: System creates the Work Centers and functionality according to selected scope and answers, and it’s ready for starting implementation project activities

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5. The Organizational Structure Let’s picture the heart of the system

• The organizational structure is the central source of organizational information in your SAP solution. It defines the structure of your company and provides a single, consistent view of your organization from all perspectives of the business

• It can be manually set up or can be uploaded with the migration tool. In our project this is the Org Structure we will upload:

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6. Fine Tuning Activities Defining your required customization options

• The Fine Tuning activities are used for defining your specific business processes, values and configuration options.

• In this project we will leave the SAP best practices configuration options, except these:– Sales Cycles and Phases– Email and Fax Settings– General Business Partners: Maintain Industries– Number ranges for Employees and Service Agents– Date Profiles– Time Zone Maintenance

• Result: Milestone Solution Accepted is confirmed

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7. Integrate and Extend: Data Migration ActivitiesPreparing data for migration is key to successful projects

• The Integration and Extend activities cover basically all the data migration activities, including basic data and master data.

• We are going to upload the following objects, in the right sequence using the Migration Tool:– Product Category Hierarchy– Job Definitions– Customers– Employee Data– Products– Price Lists

• Result: All basic and master data is now loaded in the new system

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8. Getting Ready for Go-LiveBusiness Roles, Org Managers, Transactional Data and Testing

• Define Business Roles, to clearly define what can be done by who– CRM-ADMIN– SALES-MGR– SALES-REP

• Maintain Org Units Managers, which is key to define approval processes and teams• Load Transactional Data, in this project we will load just Opportunities• Prepare for Testing: Adapt Business Users

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9. We’re almost there, Testing and then Go-LiveDo not leave empty corners without testing

• Let’s test: Account, Contacts, Sales Activities, Sales Leads and Opportunity Management

• Result: After comprehensive testing, system is ready to go Live

• SET GO LIVE

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10. In actual Projects, key takeaways Prepare your data and your people and you get “time-to-value”

From 60 minutes to a real customer project:

– Training and Enablement takes a few hours – Get your Organizational Structure Ready (define in template for uploading)– Know your specific sales and marketing processes and activities– Integrate with ERP systems to get 360 Customer view– Start your data cleansing, extraction and migration early, as soon as you get your data ready, the

sooner the project will be completed

Key Takeaways

• “Time to value”, much quicker implementations than traditional software projects

• Easy to use, fast to learn, quick to implement

• A Customer Relationship Management that sales people like to use will have an impact in sales efficiency and increase of sales

• Standard In-Memory (HANA) Analytics and Reporting in all SAP Cloud solutions

• Mobile Apps are included for free

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11. Why myCloudDoor is a good partner for youBecause you have to be our next success story

• SAP extensive experience since 1994

• Quality and Commitment with our customer success

• We are specialists: SAP Cloud software services and solutions is all we do

• Successful Customer References

• Proven Methodology

• Global presence and projects

• Our responsibility is to help you before, during and after your implementation project

• We have the largest number of certified SAP Cloud Professionals Cloud

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We thank you very much for your attention

If you have questions, need more info, documents, assessment, advice or a demo, please do not hesitate to contact us. It’s free and there is NO commitment at all

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