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SAP Cloud for Customer: From tenant provisioning to Go Live in 1 hour


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This slide shows step by step how to implement the SAP Cloud for Customer solution in just 1 hour. That's the power of the new Cloud CRM solutions from SAP

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SAP Cloud for Customer: From tenant provisioning to Go Live in 1 hour

  1. 1. The SAP Cloud Series by myCloudDoor SAP Cloud for Customer From Provisioning to Go Live in 60 Minutes @ 2013 myCloudDoor. All rights reserved. 1
  2. 2. 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 @ 2013 myCloudDoor. All rights reserved. 2
  3. 3. 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 @ 2013 myCloudDoor. All rights reserved. 3
  4. 4. 1. SAP Cloud for Customer Sell more effectively with today’s empowered customers User Experience Collaboration Sales Productivity Analytics Sales Process & Intelligence Integration Customer OnDemand ERP/CRM/BI @ 2013 myCloudDoor. All rights reserved. 4
  5. 5. 2. This is what we will implement You can start with Sales Force Automation and grow at your pace SAP Cloud for Customer – Scope of this project Included Sales Leads Management  Opportunity Management  Accounts, Contacts and Sales Activities Not Included   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  @ 2013 myCloudDoor. All rights reserved. 5
  6. 6. 3. SAP Cloud Project Delivery Methodology No room for free-style consulting PREPARE REALIZE VERIFY LAUNCH Project Management Business Process Confirmation Scope Verification Integration Readiness Custom Content Specifications Solution Configuration Solution Acceptance Solution Walkthrough Key User Enablement Data Migration Cloud Integration Custom Content Development Readiness Acceptance Solution Testing Cutover Planning Production Systems Setup Go-Live Change Management and End User Training Cutover Execution @ 2013 myCloudDoor. All rights reserved. 6
  7. 7. 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 @ 2013 myCloudDoor. All rights reserved. 7
  8. 8. 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: @ 2013 myCloudDoor. All rights reserved. 8
  9. 9. 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 @ 2013 myCloudDoor. All rights reserved. 9
  10. 10. 7. Integrate and Extend: Data Migration Activities Preparing 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 @ 2013 myCloudDoor. All rights reserved. 10
  11. 11. 8. Getting Ready for Go-Live Business 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 @ 2013 myCloudDoor. All rights reserved. 11
  12. 12. 9. We’re almost there, Testing and then Go-Live Do 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 @ 2013 myCloudDoor. All rights reserved. 12
  13. 13. 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 @ 2013 myCloudDoor. All rights reserved. 13
  14. 14. 11. Why myCloudDoor is a good partner for you Because 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 @ 2013 myCloudDoor. All rights reserved. 14
  15. 15. 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 @myCloudDoorNews myCloudDoor at G+ +1 305 421 6357 USA, Mexico, Canada, Latin America, Europe @ 2013 myCloudDoor. All rights reserved. 15