EHSM PUBLIC SECTOR CASE MANAGEMENT SOLUTION

Strategy … Connectivity … Value ™
2014 Socousa Corporation. All Rights Reserved.
EXECUTIVE SUMMARY
Socousa was founded on the bedrock of global consulting experience and was incorporated in 2003.
Providing specialized consulting services Socousa is positioned to meet the challenges our clients are faced
with in today’s fast changing environment. As an independent organization we are able to objectively provide
the products and resources suitable for our clients and their specific requirements.
At Socousa we consider ourselves a major stakeholder in our client’s organization and as a global resource
partner we maintain a close relationship with our clients and resources. We have also realized the
importance of soft qualification factors and encourage candidate compatibility with our client’s culture,
objectives and environment.
Our specialized approach has secured Socousa an outstanding reputation in the marketplace and
constantly attract highly qualified and skilled resources. We also pride ourselves that our exceptional service
and reputation has resulted in the majority of our customer accounts arriving in the form of referrals,
illustrating confidence in our abilities, expertise and commitment.

EHSM SUMMARY
The SAP® Environment, Health, and Safety Management application enables incident management
capabilities to record, manage, investigate, and analyze incidents. This helps reduce costs, improve
operational efficiency, maintain compliance, and support a proactive and preventive health, safety, and
environmental culture. The SAP EHS Management application contains robust incident and case
management functionality, and at the same time is intuitive for the various groups of users in your
organization.
EHSM BUSINESS CHALLENGES
 Maintain safe, smooth-running operations
 Have visibility into incidents and safety performance across global operations
 Eliminate inefficient, reactive incident management processes that impact productivity
 Learn from incidents to drive continuous improvement
 Efficient case management

EHSM KEY FEATURES
 One incident management system records incidents, near misses, and safety observations; investigate,
track, and follow up on incidents with standardized, workflow-enabled processes
 Prebuilt data and business process integration streamline collaboration and automatically leverage
operational data from other SAP software
 Automated global reporting produce regulatory forms and analytical reports
 Dashboards view and filter charts and graphs of critical incidents, near misses, and safety observation
data
 Web services use open-architected services to support mobile devices and unique processes and to
transfer incident data from other applications.
 Complete end-to-end efficient case management

EHSM BUSINESS BENEFITS
 Prevent costly incidents with proactive risk management
 Reduce costs by leveraging other SAP software and gaining efficiencies
 Increase asset availability and resource productivity
 Create transparency and standardization with templates, task tracking, and analytical reporting
 Prove compliance with critical data, documents, record keeping, and reports
 Flexibly support processes and safety initiatives

EHSM EFFECTIVE INCIDENT MANAGEMENT
The complexity and cross-functional nature of the incident management process places great demands on
production; maintenance; human resources; and environment, health, and safety personnel. This process is
best enabled by software applications that are designed to be not only functionally rich but also pre-
integrated into your business processes and your company’s primary software application landscape.
Standard SAP integration with HCM (Human Capital Management), EAM (Enterprise Asset Management),
GRC (Governance, Risk, and Compliance) and FIN (Finance) solutions eliminates redundant data entry,
streamlines processes, prevents errors and leverages investment in an enterprise solution.
The EHSM incident management features support a complete, global standard and closed-loop incident /
case management process, encompassing the ability to record an environmental, health, or safety incident;
track all involved persons (HCM) and assets (EAM); manage the investigation; record the root cause effect;
record expenses and income/chargeback (FIN) related to the incident; file and track worker’s compensation
related to the incident (HCM); track corrective actions; produce regulatory forms, analytical and predictive
analysis reports.

SUPPORTED BUSINESS PROCESS
Initial Recording
Incident
Processing
Incident
Investigation
Reporting &
Analytics
EHSM INCIDENT MANAGEMENT PROCESS
HCM MASTER DATA
Employee Mini-
Master
Business
Partner
Worker’s
Compensation
Data
Reporting

EHSM DASHBOARD AND REGULATORY REPORTING
Reporting and analytics features include support for completing regulatory forms and performing analytical
reporting using standard SAP software tools. Any data within the application can be exported for use with
specialized industry-standard tools.
The incident management functionality in SAP EHS Management provides you with a comprehensive report
and form engine that allows you to set up various kinds of regulatory forms and generate and send these
forms directly from the application. The standard application includes all the necessary fields and
functionality to produce the following forms:
 U.S. OSHA (Occupational Safety & Health Administration) 300, 300A, and 301 forms
A collection of standard reports using the SAP Business Explorer (SAP BEx) tools is delivered with the
application. The data maintained by SAP EHSM and other SAP applications that write data to the SAP
NetWeaver® Business Warehouse component with the functionality embedded in the SAP BEx tools
provides an analytical environment that can support your unique analysis interests.
SAP BusinessObjects™ Dashboards software is delivered with the standard application. Each dashboard
addresses a different set of data and can be filtered by any combination of country, region, plant, shift, time
period, and location.

EHSM Incident Analytics – BEx Queries
EHSM
Incident
Management
Incident Statistics
Safety Observations
Financial Transactions
Investigation
Injury
Violation
Risk Assessment
Releases
Root Causes
Action Statistics
Near Misses
Illness

EHSM Worker’s Compensation Claim Forms
Specific forms would be custom form developments using SAP Interactive Forms by Adobe. The forms can
be automatically generated based on content recorded in EHSM Incident Management, HCM Master Data
for employees with Workers Compensation infotypes and SAP Business Partner for non-employee
personnel. Web Service and mobility applications add state of the art functionality to business processes,
such as a the facility for turning on automatic updates wherein any structural form changes made by the
Department of Labor (DOL) will send a notification to respective support personnel.

CA-1 (Federal Employee’s Notice Of Traumatic Injury and Claim for Continuation of Pay/Compensation)
Content pre-populated
from SAP HCM Master
Data Infotypes.
from SAP Workers
Compensation Infotypes
and EHSM
Claim/Incident
Management

CA-2 (Notice of Occupational Disease and Claim for Compensation)
from SAP HCM Master
Data Infotypes.
from SAP Workers
Compensation Infotypes
and EHSM
Claim/Incident
Management

CA-7 (Claim for Compensation)
from SAP HCM Master
Data Infotypes.
from SAP HCM
Dependants Infotypes.

Executive
Committee
Steering
Committee
Project
Sponsors
Program
Management
Project
Management
Project
Office
Change
Management
Solution
Architect
Functional
Lead
Technical
Lead
Application
Consultant
Development
Consultant
Security
Consultant
MDM / ETL
Consultant
Program Execution Hierarchy

.
RESOURCE RESOURCE DESCRIPTION
Project Sponsor
Individual identifying a need for change with appropriate authority to initiate a program.
There may be several sponsors who collectively share this role. If higher authority and
support is required such individuals should be drawn into this role.
Executive Committee
A body of individuals representing the overall executive authority of the organization.
This body could be the Board of Directors or a delegated committee of the Board of
Directors.
Steering Committee / Project Board
A group of individuals charged with regular oversight of the project, collectively
representing all significant areas of participation in the project with authority to make
executive decisions on behalf of the represented areas.
Program Director
An individual with executive authority over the project who has full accountability and
responsibility for the project’s success with the delegated power to make all decisions
subject to oversight by the executive bodies.
Project Manager
An individual with day-to-day responsibility for the conduct and success of the project.
The Project Manager would usually have control over all project resources and reports
to the Steering Committee.
Project Office
Provides supporting shared services to the Project Manager and the overall Project
Team. Typical responsibilities would include but not limited to controlling and tracking of
the detailed project plan, managing project documentation, project report preparation.
Solution Architect
A specialist in defining overall business solutions with responsibility for the “big picture”.
On larger engagements this role can be split into major project categories, i.e.
Infrastructure, Application etc.

.
Functional Lead
Projects are typically divided into various sub-teams based on functional expertise. The
Functional Lead is responsible for the management and coaching of the sub-team as
well as status tracking and reporting to the Project Manager.
Technical Lead
Projects are typically divided into various sub-teams based on functional expertise. The
Technical Lead is responsible for the management and coaching of the sub-team as
well as status tracking and reporting to the Project Manager.
Application Consultant
Individual executing specific configuration activities for each application module based
on outcomes of the Business Blueprint resulting in Configuration Workbooks. Delivers
configuration iterations required for each application module by presenting demo of
configuration and collecting feedback.
Development Consultant
Individual executing specific development activities related to RICEFW objects utilizing
program languages such as ABAP, JAVA, XML etc. as well as web services activities
related to related to translation (ETL)
Security Consultant
An individual specializing in designing and maintaining Security roles and objects within
an SAP environment providing appropriate and timely implementation of security
controls, including the creation and implementation of security profiles for named users
and processes.
MDM / ETL Consultant
An individual specializing in mapping and managing legacy data to SAP master data
and transaction data (Extract, Transform & Load) processes as well as managing data
exchange between 3rd party applications and SAP.
Technical Writer
A specialist in the creation of accurate and usable project documentation for the day-to-
day use of the solution as well as design documentation for future reference.

.
Change Management Lead
A specialist in identifying issues, requirements and solutions regarding organizational
change, i.e. corporate or individual rational, political and emotional factors in brining
about the desired business change, and facilitating agents and activities of change.
Data Governance & Integration Manager
An individual specialist responsible for gathering and documenting integration
requirements as well as supporting implementation and testing of packaged
integrations, e.g. middleware integration to PeopleSoft HCM 9.0; responsible for 3rd
party data interfacing with SAP; works with business analysts to resolve data related
issues
Training Manager
A specialist in identifying training needs, designing training strategy and approach,
leading into the development of training materials used in class room training as well as
on the job reference training.
Trainer / Tester / Analyst
Individuals with specific skills and knowledge required to deliver respective content for
software applications.
Quality Manager & Auditor
An individual responsible for processes and procedures that ensure required levels of
quality are achieved and executes verification of adherence to declared processes,
procedures and deliverables.
Process Owner
An individual within the organization undergoing the change with overall control,
authority, and accountability for any given business process.
Subject Matter Expert (SME)
An individual within the organization undergoing the change with in-depth knowledge of
specific business processes.

.
Ex. Safety Observation
recording
Landscape Overview
EAM – Enterprise
Asset Management

1
Deployment Strategy
2 Scope Assessment
3 Blueprint & Design
4
Realization
5Final Review
6Operational Readiness
7
Support & Improvements
RESa Methodology

Deployment
Strategy
Scope
Assessment
Blueprint &
Design
Realization Final Review Operational
Readiness
Support &
Improvements
½ month 1½ months 4 months 2 months ½ months ½ months 3 months
increments
Initial
Assessment
Core Team
Deployment
Process
Workshops
Business
Process Master
Cutover Plan Go - Live Release Roll Out
Initial high-level
Scope
Baseline Scope
Assessment
Business
Strategy
End-to-end
Scenarios
Stress & Volume
Test
System
Monitoring
Enhancements
Strategy Standards &
Procedures
Process Change Configuration &
Development
System
Integration Test
Application
Support
Nice to haves
Project Charter Project Plan Master Data /
ETL
Unit Test User Acceptance
Test
Out-of-scope
items
Project Team
Ramp up
Project Logistics
& Setup
Cross Application
Development
Configuration
Workbook
Training
Documentation
Version upgrades
Kick-Off Infrastructure
Deployment
NetWeaver
Development
BPP Workbook Training Continuous
Improvements
15% 15% 30% 20% 15% 5%
ROM – Rough Order of Magnitude
Project Life Cycle Estimate 1st
Release
Progress Billing / Milestone Billing
9 months

ROM – Rough Order of Magnitude
Project Life Cycle Assumptions
Private Sector EHSM implementation with
• installed infrastructure
• installed core SAP environment
• one location
• no Worker’s Compensation requirement
• no clearance requirements on engaged personnel
Public Sector EHSM implementation
• no installed infrastructure
• no installed core SAP ERP
• objective to design Federalized (global) template solution for roll-out to agencies
• multi-level Blueprint engagement with multiple Federal Agencies
• development of custom government specific forms
• development of custom Interfaces to non-SAP 3rd party environments
• expected issues with less advanced applications and environments
• MOU application with DOL
• specific and strict security requirements, i.e. SSO, PIV …
• multi-location end user training requirements
• clearance requirements on all engaged personnel
6 months
9 months

EHSM PUBLIC SECTOR CASE MANAGEMENT SOLUTION

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EHSM PUBLIC SECTOR CASE MANAGEMENT SOLUTION