JC Salas Detailed Skills V2.0

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Juan Carlos Salas detailed skills as SAP functional consultant

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JC Salas Detailed Skills V2.0

  1. 1. Juan Carlos Salas SAP Tax & Revenue Management consultant Detailed knowledge in software engineering & consulting skills
  2. 2. About Juan Carlos Juan Carlos Salas is a creative, intelligent and easy going consultant with over 9 years of experience in Information Technologies, 2 of them working with the SAP Tax & Revenue Management solution. He's an influential leader in this type of solutions, at the point that he’s currently creating a roadmap that will lead five main Colombian States & Cities to evolve to a full SAP Tax & Revenue Management EhP4 implementation -including TPOS, BRF+, Collection & Correspondence Management…-. Being part of BearingPoint Inc., he was assigned to the New Integrated Model of Digital Tax and Revenue Management project for the Ministry of Finance in Costa Rica. This project won the THE COMPUTERWORLD HONORS PROGRAM prize awarded to those who use information technology to benefit society. His hobbies are travelling and discovering new places, playing squash and spending time with his family and friends. He’s willing to relocate. Feel free to contact him at http://co.linkedin.com/in/juanksalas
  3. 3. © SAP 2009 / Page 3 Overview General hands on experience and consulting skills !
  4. 4. Juan Carlos Salas B Hands on experience & consulting skills - Overview Juan Carlos has experience conducting Solution Design Workshops for Tax & Revenue Management solutions. He’s well trained in Process Analysis & determination of functional requirements. He can create business process diagrams with different standards (i.e. Basic flows, activities diagrams, workflow diagrams) and with different levels of detail; from an executive level (to ensure the common understanding of business side users) to a detailed level indicating process steps, actors and datafields per step/activity. He clearly understands all the chain of activities performed by a Tax Administration to collect taxes. 1 Process Analysis & Determination of Configuration objectives He has advanced knowledge in configuration of Business Partners, Contract Accounts, Contract Objects, Master Data (collection & conversion), configuration of main & secondary operations and automatic account determination. He has intermediate skills in dunning by Collection Strategy. He has beginner skills for BRF+ (calculation of tax liabilities), e-registry, e-filling, and e-payments with TPOS 2.0. He has knowledge in preparing BluePrint documents and Functional Specification documents for custom enhancements. See detailed skills in business process implementation at the end of this presentation. 2 Configuration and Business Process Implementation
  5. 5. Juan Carlos Salas B Hands on experience & consulting skills - Overview Juan Carlos has experience heading specific SAP implementation phases. He was the Test Manager and Service Desk Manager for the New Digital Tax Model in Costa Rica. He wrote the Test Strategy of the Tax & Revenue Management solution based on the V-model for testing. This strategy defines that testing activities should be executed in phases according to the construction strategy. This model is applied when high reliability is required. He’s able to structure & manage a Service Desk with 150+ people working on it. He clearly understands the concepts behind Incident Management, Problem Management and Root Cause analysis and is able to coordinate a team of technicians to prioritize the problem solving efforts. Good understanding of Service support according to the best practices in ITIL and SAP Standards for solution operation. 3 Solution Manager
  6. 6. © SAP 2009 / Page 6 Process Analysis Specific knowledge, tools & techniques !
  7. 7. Process Analysis Examples, tools & techniques • Value chain analysis applied to Tax Administrations: Juan Carlos knows the generic chain of activities that a Tax Administration operates in order to collect its revenues. He’s able to perform a quick Value Chain Analysis to specifically identify the business units involved in the sequence of activities, and the products that pass through all activities of the chain in order to collect tax revenues. The following high-level diagram shows the chain of activities performed by the Tax Administration of one of the States in the Republic of Colombia (Government of Cundinamarca). Taxpayer Enrollment Tax filling Payment Tax audit Dunning notices Collection Performance analysis
  8. 8. Process Analysis Examples, tools & techniques • Detailed business processes related to Tax Administrations: He also understands the detailed activities behind the main value chain. Examples of detailed business processes behind Tax & Revenue management: • Taxpayer enrollment (Registry) • Processing of form-based taxes (i.e Value Added Tax; Corporate Income Tax) • Processing of object-based taxes (i.e Vehicle Tax, Property Tax) • Managing taxpayer inquiries • Processing tax submissions • Amending tax submissions • Processing electronic & cash payments • Processing refunds • Correspondence management (incoming tax forms & supporting documents; outgoing dunning notices…) • Generation of debt & audit cases • Tracking status of debt & audit cases • Revenue accounting • …
  9. 9. Process Analysis Examples, tools & techniques • Functional Requirements Document: Juan Carlos has experience conducting Solution Design Workshops for Tax & Revenue Management solutions. He has the knowledge to write document providing the first understanding about the behavior that is expected from the solution. It presents the whole business process at a glance plus first definitions about inputs, expected validations, outputs, forms, process steps and every remarkable need expressed by the customer.
  10. 10. Process Analysis Examples, tools & techniques • Screen (process step) diagram: This diagram provides detailed information about input screens, flow/sequence, data fields, and reports/output screens. Example: Diagram specifying steps & fields for a customized webflow application to solve Taxpayer Registry process. Actors Data fields Process step Process
  11. 11. Process Analysis Examples, tools & techniques High-level workflows: • This is an example of a high-level workflow including only actors & activities (sequence). This is basically used to ensure common understanding of the development objectives among users from the business side. In this diagram you can see the high-level steps for Dunning at the Tax Administration of one the States in Colombia.
  12. 12. Customized Tax forms Examples, tools & techniques • Forms: Customized forms are central part in Tax & Revenue Management processes. They are essential to register taxpayers, contract objects and for capturing tax returns data. •Juan Carlos can be responsible for the design of forms for any process or tax. He designs the forms in MS Excel format and creates a support document with metadata (size, format, validations, mandatory/no mandatory) for each field. He needs the support of technical consultants (ABAP/Netweaver) to create the forms in Adobe Interactive Forms and to integrate the forms with BRF+ and the Enterprise Portal. With the release of EhP5 and Taxpayer Online Services 2.0, forms will be also allowed in Webdynpro (ABAP or Java)
  13. 13. Data Modeling Examples, tools & techniques Data dictionary: • This screen shows part of the data dictionary created for the Tax & Revenue Management solution in Costa Rica. It’s a spreadsheet containing all the fields from all the forms included in the solution. In green you can see if the field it’s included in SAP standard tables, in red you can see all the fields that the development team had to include in the solution. Other specs like screen name, technical name, location & description are available in this document. Whit this info developers can go to SAP and easily check specs like field type, size & format. This document ensured data integrity across all modules and customized developments. Configuration Specific knowledge, tools & techniques !
  14. 14. Process Analysis Examples, tools & techniques • Detailed business processes related to Tax Administrations: Good skills – able to configure • Business partner background (role, type, category, group, relationships, numbering…) • Contract accounts (categories, numbering) • Contract objects (categories, types, numbering) • Control parameters in BP/CA/CO (Payment method, correspondence variant, dunning control, locks, clearing control, invoice type…) • Address validation methods, check for duplicated registries • Company code • Processing locks • Bank and Credit Card details for incoming and outgoing payments • Posting to taxpayer account (debit and credit posting) • Automatic creation of reconciliation keys • Transfer of reconciliation keys to general ledger. • Posting areas and automatic account determination
  15. 15. Process Analysis Examples, tools & techniques • Detailed business processes related to Tax Administrations: Intermediate skills No skills • BRF+ • Forms • Creation of subledger documents • Emigall • eCATTs – Test recording • Archiving • Billing & Invoicing • Jobs
  16. 16. Data Modeling Examples, tools & techniques Data dictionary: • This screen shows part of the data dictionary created for the Tax & Revenue Management solution in Costa Rica. It’s a spreadsheet containing all the fields from all the forms included in the solution. In green you can see if the field it’s included in SAP standard tables, in red you can see all the fields that the development team had to include in the solution. Other specs like screen name, technical name, location & description are available in this document. Whit this info developers can go to SAP and easily check specs like field type, size & format. This document ensured data integrity across all modules and customized developments. Testing Specific knowledge, tools & techniques !
  17. 17. Testing Examples, tools & techniques Development process DiseñodePruebas Integration testing Functional testing User acceptance testing Unit testing Testing Testingexecution Code Module design Arquitecture design Requirements analysis He wrote the Test Strategy of the Tax & Revenue Management solution based on the V-model for testing. This strategy defines that testing activities should be executed in phases according to the construction strategy. This model is applied when high reliability is required.
  18. 18. Testing Examples, tools & techniques Testing activity Goal Owner/Characteristics Unit testing  Testing of each code line or function to guarantee that it woks as a unique part.  Developer  Use of Test Scripts is optional  Test are applied in development servers Functional testing  Testing of each function, program and module to guarantee that it woks as a unique part.  Developer, with the participation of the business analyst  Use of Test Scripts is optional (but recommended)  No need of a Test Management tool  Test are applied in quality assurance servers Integral testing  Test all modules and the interfaces between modules that support end2end business processes (i.e, from tax filling to general ledger, or from general ledger module to debt case manager).  Client’s staff with the support of a business analyst that acts as test manager  Use of Test Scripts is mandatory. Test scripts should be defined by client’s staff  A Test Management tool is mandatory to track status of each test script  An Incident Management tool is highly recommended, so testing users can report errors/incidents and create a ticket and a help desk request for each error detected.  Test are applied in quality assurance servers (3 testing cycles, meaning each test script is applied 3 times User Acceptance Tests  Test all modules and the interfaces between modules that support end2end business processes.  Qualifying each test script as “Ok” or “successful“ means that the solution is technically ready to Go live in production servers.  Client’s staff with the support of a business analyst that acts as test manager  Use of Test Scripts is mandatory. You use the same test scripts defined for Integral Testing  A Test Management tool is mandatory to track status of each test script  Test are applied in preproduction servers (or in quality assurance servers if no preproduction landscape is available). Only one testing cycle. Test Strategy overview
  19. 19. Testing Examples, tools & techniques Test Script example The whole porpuse is to predefine a script with detailed steps, actions, expected results and a registry of the real result (Ok means real result is equal to expected result).
  20. 20. Make the Connection! http://co.linkedin.com/in/juanksalas Twitter ID: juanksalas00 Feel free to make the connection: Skype ID: juanksalas jcsalas@cable.net.co juanksalas@hotmail.com Or write to:
  21. 21. Closure Knowledge + Consulting skills + Experience Juan Carlos Salas B.
  22. 22. Many thanks!

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