Juan Carlos Salas detailed skills as SAP functional consultant

1. Juan Carlos Salas
SAP Tax & Revenue
Management consultant
Detailed knowledge in software
engineering & consulting skills

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. © SAP 2009 / Page 3
Overview
General hands on
experience and
consulting skills !

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. 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. © SAP 2009 / Page 6
Process
Analysis
Specific
knowledge, tools &
techniques
!

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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. Closure
Knowledge + Consulting skills +
Experience
Juan Carlos Salas B.

22. Many thanks!