Integration of SharePoint and SAP Extended ECM

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SharePoint and SAP Extended ECM cooperate smoothly with each other. Whether you use SharePoint as a portal or for document management, in combination with SAP Extended ECM you are able to improve your business processes significantly through tight integration with your SAP Business Suite applications.
Read my post “SharePoint: Integration with SAP Extended ECM” (http://wp.me/p1Eq2T-1f) . See also my new presentation "OpenText, SAP and SharePoint.

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Integration of SharePoint and SAP Extended ECM

  1. 1. SharePoint: Integration with SAP Extended ECM Adrian Studer Product Manager SharePoint Thomas Demmler Director of Product Management SAP November 17, 2011 Copyright © Open Text Corporation. All rights reserved.
  2. 2. Pain from Unmanaged Content for an SAP & SharePoint Customer Reduced business process efficiency Content not retained for Content disconnected legally required duration, from business processes or kept too long HR Production Asset Inability to find needed Finance Management Documents are not filed information amongst consistently according to growing volume of Sales & SAP application models content Legal Marketing Customer Service & Content locked in silos, Support Inefficient paper-based fragmented content processes management applications Increased legal and compliance riskCopyright © OpenText Corporation. All rights reserved. 2
  3. 3. Extended ECM for SAP Solutions Unique Capability Complete Content Deep Integration to ‘Content Enrich’ Lifecycle with SAP SAP Business Management Processes ECM + Business Suite =  Document Management  Deep connection with SAP Data  Project Management  Collaboration structures  Quality Management  Capture  Seamless integration with  Investigative Case Management various SAP UIs  Workflow  Enterprise Asset Management  Workspaces developed to  Content Access  Maintenance Management natively extend SAP processes  Records Management with ECM  Store Lifecycle Management  Archiving  Fraud Prevention Management  And Many Others! Key Benefits: • Improve Business Process Efficiency by Connecting Content to Process • Improve Regulatory Compliance by Managing Content Through Its LifecycleCopyright © OpenText Corporation. All rights reserved. 3
  4. 4. Application Gov. & Archiving for SharePoint Complete Content Deep Integration Unique Capability to Lifecycle with SharePoint make SharePoint part Management of the information infrastructure ECM + =  Document Management  Deep connection with  Formal Compliance  Collaboration SharePoint structures  SharePoint Archival  Capture  Seamless integration with  Centralized Access SharePoint UI  Workflow  Storage Optimization  Workspaces developed to  Content Access  Rapid Site Deployment natively extend SharePoint with  Records Management Content Enriched Business  Archiving Processes Key Benefits: • Improve Efficiency by Integration into Enterprise Information Infrastructure • Improve Regulatory Compliance by Managing Content Through Its LifecycleCopyright © OpenText Corporation. All rights reserved. 4
  5. 5. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Core Concepts  Universal Access  Concept of Business Workspaces  SharePoint Usage Scenarios  Key Points To Take Home  Q&ACopyright © OpenText Corporation. All rights reserved. 5
  6. 6. Improve Customer Interaction Efficiency Maximize Profitability, Improve Performance, and Deliver Customer ValueCopyright © OpenText Corporation. All rights reserved. 6
  7. 7. Improve Customer Interaction Efficiency Delivery Shipping Contract Note Certificates Friendly Dunning Order Note Reminder Letter Invoices Pricing Product Clearance Freight Dispute Emails Papers Documentation Documents Order Confirmation Requirements  All documents in one place (SAP ERP, SAP CRM, SharePoint, Others)  Fast access to all customer related documents  Create individual documents based on templates  Editing / versioning ofCopyright © OpenText Corporation. All rights reserved. documents 7
  8. 8. Improve Customer Interaction EfficiencyCustomer Service & Support “Business Workspace” New Tab in CRM UI Contains documents from SAP ERP, SAP CRM and Non-SAP Contains documents from SAP ERP, SAP CRM and Non-SAP Powerful means to filter for relevant documents Context Widgets 8
  9. 9. Improve Customer Interaction Efficiency Account Executive “Business Workspace” Assignment Block in CRM Web UI Powerful means to Contains documents from filter for relevant SAP ERP, SAP CRM and Non-SAP documents Context WidgetsCopyright © OpenText Corporation. All rights reserved. 9
  10. 10. Alternative Access via Desktop, …Sales Assistant Drag & Drop E-Mails from Outlook Full ECM capabilities with document to Workspaces preview, document edit in MS Office, of Extended ECM versioning, audit, metadata, available in MS Outlook Business Workspace Integrated into Windows Explorer, Microsoft Outlook, Adobe Acrobat, Lotus Notes, and Microsoft Office applications such as Word, Excel, PowerPoint, Project, and Visio. 10
  11. 11. Alternative Access via SharePoint, …Professional Services Context Widgets (10.5) Business Workspace – Web Part in SharePoint
  12. 12. Alternative Access via SAPgui, … Accounting Direct access to SAP TransactionsCustomer Folder Scanned Documents Inline display of documentDocuments and E-Mails SAP Printout 12
  13. 13. Alternative Access via Web, … Product Management Contains documents from SAP ERP, SAP CRM and Non-SAP Powerful means to filter for relevant documents Context Widgets with SAP dataCopyright © OpenText Corporation. All rights reserved. 13
  14. 14. Universal Access to Business Workspaces Accounting Customer Service & Support SAP Portal Business Workspace Professional Services Sales Assistant Mobile (Add-On) Product Management Sales Assistant 14
  15. 15. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Core Concepts  Universal Access  Concept of Business Workspaces  SharePoint Usage Scenarios  Key Points To Take Home  Q&ACopyright © OpenText Corporation. All rights reserved. 15
  16. 16. Universal Access to Business Workspaces SAP GUI SAP CRM UI SAP Portal Business Workspace SharePoint MS Windows Explorer Mobile (Add-On) xECM Web UI MS Outlook / Lotus Notes 16
  17. 17. Connecting Users and Content Inside and Outside of SAP SAP User Non-SAP User SAP Non-SAP Related Content Related ContentCopyright © OpenText Corporation. All rights reserved. 17
  18. 18. Connecting Users and Content Inside and Outside of SAP SAP User Non-SAP User Business WorkspaceCopyright © OpenText Corporation. All rights reserved. 18
  19. 19. Connecting Content to ProcessesThe Concept of Business Workspaces Content-Enriched Business Processes Roles Transactions SAP Business Object Data Events Business Workspace Relationships Business Object Policies & Roles Meta Data Folder Structures Documents Folder 1 Customer ABC Folder 2 ID 4711 Sub Folder 1 Date 21.12.2009 Sub Folder 2 Sub Folder A Status Prospect Sub Folder B Owner Meier Folder 3 Activity Feeds Workflows Tasks & Follow ups Records Management 19
  20. 20. Extended ECM and Appl. Gov. & Archiving Business Workspaces – in SAP and SharePoint Project E-2000 Providing the capability to see the same workspace with associated content and SAP transactional data – SAP & SharePoint.Copyright © OpenText Corporation. All rights reserved. 20
  21. 21. Extended ECM and Appl. Gov. & ArchivingMake “SAP” Documents available in SharePoint1. Make documents available in Business Workspaces2. Can be done manually or automatically
  22. 22. Extended ECM and Appl. Gov. & ArchivingMake “SAP” Documents available in SharePoint Example: SAP Documents in a Sales Process Incoming Documents Outgoing Documents Print lists  All these SAP sales documents are accessible via a Customer Business Workspace in SharePoint Slide 22
  23. 23. Extended ECM and Appl. Gov. & ArchivingWorking with Business Workspaces in SharePoint Directly work in SharePoint with content in Business Workspaces Access to Business Workspace
  24. 24. Extended ECM and Appl. Gov. & ArchivingMake “SharePoint” Documents available in SAP1. Make documents available in Business Workspaces2. Can be done manually or automatically by leveraging structure information and / or metadata
  25. 25. Extended ECM and Appl. Gov. & Archiving Make “SharePoint” Documents available in SAP SharePoint Document Library Send final version to Business Workspace (triggered manually or automated with rules) Finalized documents locked in SharePoint with link to document in Business WorkspaceCopyright © OpenText Corporation. All rights reserved. 25
  26. 26. Extended ECM and Appl. Gov. & ArchivingMake “SharePoint” Documents available in SAP “SharePoint” document appears in SAP 26
  27. 27. Search All Content from within SharePointSearching SharePoint and SAP Content from SharePoint Content from SAP Business Workspace
  28. 28. Extended ECM and Appl. Gov. & Archiving One Shared Architecture for SAP and SharePoint Microsoft SharePoint SAP NetWeaver Business Client, SAP SAP CRM UI, SAP GUI NetWeaver Portal SharePoint Content and Solutions Legal Content Suspense SAP Business Suite Management Tracking … SAP ERP, CRM, SRM, Retail, … Portal DocuLink Storage Application Governance Content Services Management & Archiving SAP SAP iViews ECMLink ILM ArchiveLink OpenText OpenText Document Web WebDAV Enterprise CMIS ECMLink Enterprise ArchiveLink Pipelines Services (ILM) Library Library Runtime and Core Services Content Server Archive ServerLegend: OpenText SAP Microsoft 28
  29. 29. Extended ECM and Appl. Gov. & Archiving One Solution for the Whole Enterprise Materials Procurement Management Enterprise Asset Management Project Management Sales & Marketing, and Customer Service & Support ProductionCopyright © OpenText Corporation. All rights reserved. 29
  30. 30. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Core Concepts  Universal Access  Concept of Business Workspaces  SharePoint Usage Scenarios  Key Points To Take Home  Q&ACopyright © OpenText Corporation. All rights reserved. 30
  31. 31. Key Points To Take Home  Extended ECM for SAP Solutions and Application Gov. & Archiving for MS SharePoint make Your Business Processes more efficient, more traceable and compliant. Examples:  Customer Interaction (Call Center, Sales, Marketing, …)  Plant & Equipment (Plant Maintenance, Plant Change Management, …)  Project Management  Procurement  …  Key Technical Concepts  Business Workspaces:  Productized and powerful embedding of ECM in thousands of SAP business objects in SAP ERP, CRM, PM, PS, …  Universal Access:  Users have easy access to all business-relevant information via preferred user interface (SAP Net Weaver Business Client, SAP GUI, SAP Web GUI, SAP CRM Web, SAP CRM IC, E-Mail Client, MS Office, MS Windows, …, and MS SharePoint)  MS SharePoint used as portal or used for collaborative document management system  Enterprise Library  One shared architecture with one enterprise wide records management taxonomyCopyright © OpenText Corporation. All rights reserved. 31
  32. 32. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Core Concepts  Universal Access  Concept of Business Workspaces  SharePoint Usage Scenarios  Key Points To Take Home  Q&ACopyright © OpenText Corporation. All rights reserved. 32
  33. 33. Questions?Adrian Studeradrians@opentext.comThomas Demmlertdemmler@opentext.com
  34. 34. SAP Extended ECM Want to know more?Read my post “SharePoint: Integration with SAP Extended ECM” (http://wp.me/p1Eq2T-1f) Thomas Demmler Director Product Management SAP Solutions Group Email: thomas.demmler@opentext.com Blog: http://thomasdemmler.wordpress.com/ LinkedIn: http://de.linkedin.com/in/thomasdemmler Slideshare: http://www.slideshare.net/thomasdemmler Join the SAP xECM by OpenText professionals group at LinkedIn. 34
  35. 35. Thank You 35

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