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SAP Extended ECM 10
                 SAP Document Access 10

                 What’s New?
                 V 3.0

                 Thomas Demmler
                  Director Product Management, SAP Solutions Group
                  October 2011




Copyright © Open Text Corporation. All rights reserved.              Copyright © Open Text Corporation. All rights reserved.   1
for
                     Extended ECM                          Employee       Travel         Invoice          Portal       Digital Asset    Document
                                                             File        Receipts      Managmeent        Content       Management      Presentment
                     Best of Breed ECM                    Management    Management      and OCR        Management

            360°View on SAP and Non-SAP                    Automate      Automate        Minimize       Document        Optimized       Automate
                      content                                HR file       receipt     data capture    Management      management       document
           Unique integration in thousands of             administra-   handling and     effort and         and        of rich media    generation
                SAP Business Objects                        tion and     streamline       human        Collaboration       assets      and perso-
           Business Workspaces with flexible              enable self     expense      intervention.    embedded                        nalization
                                                             service    management                       into SAP        Integrate     (e.g. billing
            UIs for SAP and non-SAP users                                               Streamline
                                                           scenarios      process                       NetWeaver       media into     statements)
            Enterprise Records Management                                                accounts                       marketing
                                                                                                        Portal and
                                                                                         payable                        communi-
             Case Management Framework                                                                      SAP
                                                                                        processes                         cations
                                                                                                        Enterprise
                                                                                                          Spaces
        Document Access
        360 degree information access

        Archiving (Enterprise Library)
        Secure, compliant, cost-efficient storage of information




Copyright © Open Text Corporation. All rights reserved.                                                                                                2
SAP Extended ECM (xECM)
                                                                                                    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 Lifecycle

Copyright © Open Text Corporation. All rights reserved.                                                                                 3
Connecting Content to Processes
            The 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


Copyright © Open Text Corporation. All rights reserved.                                                               4
Agenda

             Improve Business Process Efficiency

                   Improve Customer Interaction Efficiency
                      Customer Service & Support
                      Sales

                   Improve Plant & Equipment Efficiency
                      Plant Maintenance
                      Plant Change Management

                   Improve Shared Services Efficiency
                      Human Resources

             Key Points To Take Home

Copyright © Open Text Corporation. All rights reserved.       5
Agenda

             Improve Business Process Efficiency

                   Improve Customer Interaction Efficiency
                      Customer Service & Support
                      Sales

                   Improve Plant & Equipment Efficiency
                      Plant Maintenance
                      Plant Change Management

                   Improve Shared Services Efficiency
                      Human Resources

             Key Points To Take Home

Copyright © Open Text Corporation. All rights reserved.       6
Improve Customer Interaction Efficiency
            Customer Service & Support




     SAP CRM:
     DELIVER SUPERIOR
     CUSTOMER SERVICE




Copyright © Open Text Corporation. All rights reserved.   7
SAP CRM 7 Interaction Center
            Scenario: Call Center (Utilities, Telco)

  Requirements
   Fast access to all
      customer documents
     All documents in one
      place (ERP and CRM)
     Reprint / Resend
      documents
     Create standard
      letters

  Solution
   xECM Business
      Workspaces &
      References




                                 Campaign                                                            Delivery Service   Service Friendly
       Campaign Marketing                       Order
                                   Letter                   Welcome   Price   Signed Order   Bills             Order                                 Dunning Correspon-
       Documents Asset                       Confirmation                                             Note              Report Reminder    Dispute
                                                            Package   Sheet   Contract                                                                Letter   dence
Copyright © Open Text Corporation. All rights reserved.                                                                                                                   8
SAP CRM 7 Interaction Center
            Scenario: Call Center (Utilities, Telco)
                                                          Efficient Customer Overview via xECM 10




Copyright © Open Text Corporation. All rights reserved.                                             9
SAP CRM 7 Interaction Center
            Scenario: Call Center (Utilities, Telco)
                                                          Efficient Customer Overview via xECM 10




Copyright © Open Text Corporation. All rights reserved.                                             10
Improve Customer Interaction Efficiency
            Sales




     SAP CRM:
     IMPROVE PERFORMANCE
     AND DELIVER CUSTOMER
     VALUE




Copyright © Open Text Corporation. All rights reserved.   11
Improve Customer Interaction Efficiency
            Sales
             http://www.youtube.com/watch?v=FW_n1-MdXM4




Copyright © Open Text Corporation. All rights reserved.    12
SAP CRM 7 Web
            Scenario: Sales
                                                                                                                          Requirements
                                                                                                                           Fast access to all
                                                                                                                            customer documents
                                                                                                                           All documents in one place
                                                                                                                            (ERP and CRM)

                                                                                                                           Additional Requirements
                                                                                                                             Editing / versioning of
                                                                                                                                  documents
                                                                                                                                 Create individual
                                                                                                                                  documents based on
                                                                                                                                  templates

                                                                                                                          Solution
                                                                                                                           xECM Business
                                                                                                                              Workspaces & References




                                   Campaign                                                           Delivery Service   Service Friendly
        Campaign Marketing                       Order
                                     Letter                  Welcome   Price   Signed Order                     Order                                 Dunning Correspon-
        Documents Asset                       Confirmation                                    Bills    Note              Report Reminder    Dispute
                                                             Package   Sheet   Contract                                                                Letter   dence
Copyright © Open Text Corporation. All rights reserved.                                                                                                                    13
SAP CRM 7 Web
            Scenario: Sales
                                                          Create Contract based on Template




Copyright © Open Text Corporation. All rights reserved.                                       14
Alternative Access via Web, …                                            Key Concept
                                                                                       Business
                                                                                     Workspace
            Scenario: Sales




      Faceted Search                                                          Widgets with SAP
                                                          Workspace Content
      + Activity Feeds                                                             data
Copyright © Open Text Corporation. All rights reserved.                                            15
Alternative Access via SAP Portal, …




                                                   Comprehensive set of iViews designed for SAP Portal

Copyright © Open Text Corporation. All rights reserved.                                                  16
Alternative Access via Desktop, …




                    Integrated into Windows Explorer, Microsoft Outlook, Adobe Acrobat, Lotus Notes, and
                       Microsoft Office applications such as Word, Excel, PowerPoint, Project, and Visio.
Copyright © Open Text Corporation. All rights reserved.                                                     17
Universal Access to Business Workspaces



                         SAP GUI                                           SAP CRM UI              SAP Portal




                                                                           Business
                                                                           Workspace

             SharePoint* (Add-On)                                                            MS Windows Explorer




    Blackberry*, iPhone*, iPad* (Add-On)                                  xECM Web UI       MS Outlook / Lotus Notes
Copyright © Open Text Corporation. All rights reserved.   * Has to be licensed separately                              18
Improve Customer Interaction Efficiency
            Business Scenarios in combination with SAP CRM
             Customer Service & Support

             Sales

             Marketing & Advertising

             Knowledge Management

             Order Fulfillment & Billing

             Banking

             Investigative Case Management

             …
Copyright © Open Text Corporation. All rights reserved.      19
Agenda

             Improve Business Process Efficiency

                   Improve Customer Interaction Efficiency
                      Customer Service & Support
                      Sales

                   Improve Plant & Equipment Efficiency
                      Plant Maintenance
                      Plant Change Management

                   Improve Shared Services Efficiency
                      Human Resources

             Key Points To Take Home

Copyright © Open Text Corporation. All rights reserved.       20
Improve Plant & Equipment Efficiency
            Plant Maintenance




Copyright © Open Text Corporation. All rights reserved.   21
Business Relationships in an Enterprise                                           Key Concept
                                                                                                Business
                                                                                              Relationships
            Scenario: Plant Maintenance
                                                          Materials              Vendors

                         Plants




                          Plants


                                                                      Projects
          Functional
           Location
                                           Equipment



        Maintenance
        Notification
                                         Maintenance
                                            Order
                                                                                           Customers



                                                          Products
Copyright © Open Text Corporation. All rights reserved.                                                       22
Business Relationships Widget                                                                   Key Concept
                                                                                                              Business
                                                                                                            Relationships
            Scenario: Plant Maintenance




                                                          Business Relationships Widget
                                                            - By Type
                                                                (Equipment)
                                                            - By Parent/Child
                                                                (Functional Location Level Above / Below)
                                                            - Tree or Plain List




Copyright © Open Text Corporation. All rights reserved.                                                                     23
Viewer Integration
            Scenario: Plant Maintenance




            • Collaborate via annotations and
              notes on documents
            • Accessible from all supported User
              Interfaces, e.g. SAP UI and Web UI.
            • Use Imaging Windows Viewer or
              Imaging Web Viewer
            • Context
                • Available in Business Workspaces,
                  Binders and Cases
                • For Documents in Archive Server


Copyright © Open Text Corporation. All rights reserved.   24
Imaging 10

             Imaging Web Viewer 10
                   Memory resources required for PDF
                    rendering strongly reduced
                   Improved scaling concept
                    based on back-end and front-end server.
                   Runs on SAP NetWeaver CE 7.30

             Imaging Windows Viewer 10
                   Tabbed Display

             Imaging Enterprise Scan 10
                   Import of PDF documents
                      Transparent Mode
                       (keeps original PDF file)
                      PDF-Rendering Mode
                   Improved speed and memory usage


Copyright © Open Text Corporation. All rights reserved.       25
Business Workspace Permissions                                                                                           Key Concept
                                                                                                                                       Business
                                                                                                                                       Policies
            General Concept
            1. Workspace Access
                       Workspace Access determines whether a user has access to the workspace itself, it’s like a gate to the workspace.
                        What is really remarkable about workspace access is that the access is based on attribute values.

            2. Workspace Content Permissions
                       Workspace Content Permissions determine what kind of permissions a user has on the content in the workspace. The
                        permission types supported are the standard CS permissions (See, See Content, Modify, Edit Attributes, Add Items,
                        Reserve, Delete Version, Delete and Edit Permissions).


                                                               1. Workspace Access (via Policies):
                                                               Based on attributes of the pump station, e.g. location




                                                               2. Workspace Content Permissions:
                                                               See, See Content, Modify, Edit
                                                               Attributes, Add Items, Reserve,
                                                               Delete Version, Delete and Edit
                                                               Permissions




Copyright © Open Text Corporation. All rights reserved.                                                                                            26
Business Workspace Permissions
            User Group Replacement ( Business Roles)

        Task: Every plant shall have its
                                                                                    Workspace
        own group of managers
                                                                                                            Confidential Documents

                                                                                                            Managers of Plant Toronto
                                                                                    “Plant Toronto”


                                                                                                             Common Documents
          Workspace Template                                                           Workspace
                                                                                                                 Public Access
                                          Confidential Documents                                                Confidential Documents

                                                                    Instantiation                              Managers of Plant Sydney
                                         Managers of Plant <city>
                Plant                                                                  “Plant Sydney”


                                           Common Documents                                                      Common Documents
                                                                                            Workspace
                                                 Public Access                                                      Public Access
                                                                                                                   Confidential Documents

                                                                                             Workspace             Managers of Plant Munich
                                                                                           “Plant Munich”

                                                                                                                     Common Documents

                                                                                                                        Public Access




Copyright © Open Text Corporation. All rights reserved.                                                                                       27
Improve Plant & Equipment Efficiency
            Plant Change Management




Copyright © Open Text Corporation. All rights reserved.   28
Usage of Business References                                                                   Key Concept
                                                                                                             Business
                                                                                                            References
            Scenario: Plant Change Management

                          Plant                                                       Projects




                          Plants


          Functional Location in SAP PM                                        Project in Content Server

                                                          Business Reference        Construction
                      Pump Station
                                                                                    Project Denali

                          Business
                         Workspace




         Legend:             Content Server                  SAP ERP

Copyright © Open Text Corporation. All rights reserved.                                                                  29
Create Business Reference in SAP UI
            Scenario: Plant Change Management




            Create / Delete Business Reference
            from SAPgui


Copyright © Open Text Corporation. All rights reserved.   30
Create Business Reference in SAP UI                                                                                            Key Concept
                                                                                                                                             Business
                                                                                                                                            References
            Scenario: Plant Change Management

                          Plant                                                       Projects                                      Customers




                          Plants


          Functional Location in SAP PM                                        Project in Content Server                        Customer in SAP SD

                                                          Business Reference        Construction           Business Reference
                      Pump Station                                                                                                 Becker Berlin
                                                                                    Project Denali

                          Business                                                                             Open                   Business
                                                                                                             Workspace
                         Workspace                                                                                                   Workspace




         Legend:             Content Server                  SAP ERP

Copyright © Open Text Corporation. All rights reserved.                                                                                                  31
Open Workspace of referenced Bus. Object
            Scenario: Plant Change Management



                                                          Open Workspace
                                                          of referenced
                                                          Business Object




Copyright © Open Text Corporation. All rights reserved.                     32
Agenda

             Improve Business Process Efficiency

                   Improve Customer Interaction Efficiency
                      Customer Service & Support
                      Sales

                   Improve Plant & Equipment Efficiency
                      Plant Maintenance
                      Plant Change Management

                   Improve Shared Services Efficiency
                      Human Resources

             Key Points To Take Home

Copyright © Open Text Corporation. All rights reserved.       33
Improve Shared Services Efficiency
            Human Resources




Copyright © Open Text Corporation. All rights reserved.   34
ArchiveLink PLUS - Search                                              Key Concept
                                                                                   ArchiveLink
                                                                                      PLUS
            Scenario: Human Resources
                                                          SAP WebDynpro
                                                                          Full Text Search
                                                                          for ArchiveLink
                                                                            Documents



                                                                            SAPgui and
                                                                           WebDynpro UI



                                                                          Search Templates



                                                                             Attributes



                                                                          Search ABAP API



                                                                           Custom Actions


Copyright © Open Text Corporation. All rights reserved.                                          35
ArchiveLink PLUS - Search                                       Key Concept
                                                                            ArchiveLink
                                                                               PLUS
            Scenario: Human Resources
                                                          SAPgui
                                                                   Full Text Search
                                                                   for ArchiveLink
                                                                     Documents



                                                                     SAPgui and
                                                                    WebDynpro UI



                                                                   Search Templates



                                                                      Attributes



                                                                   Search ABAP API



                                                                    Custom Actions


Copyright © Open Text Corporation. All rights reserved.                                   36
ArchiveLink PLUS - Attributes                        Key Concept
                                                                 ArchiveLink
                                                                    PLUS




                                                          Drag & Drop


                                                            Additional
                                                          Attributes for
                                                           ArchiveLink
                                                           Documents



                                                             Set of
                                                           Attributes
                                                          defined per
                                                            Business
                                                          Object Type
                                                             and/or
                                                          ArchiveLink
                                                           Document
                                                              Type



Copyright © Open Text Corporation. All rights reserved.                        37
ArchiveLink PLUS - Attachment List PLUS                Key Concept
                                                                   ArchiveLink
                                                                      PLUS




                                                                New
                                                          comprehensive
                                                          Attachment List
                                                          for ArchiveLink
                                                            documents




                                                             Leverages
                                                            ArchiveLink
                                                             Attributes




                                                            Supports
                                                          Barcode Entry

               Preview of ArchiveLink
                     documents

Copyright © Open Text Corporation. All rights reserved.                          38
DocuLink Thumbnails                                    Key Concept
                                                                    DocuLink

            Scenario: Human Resources

                                                          Document Flow
                                                             over all
                                                          Documents in a
                                                              Folder




                                                           SAPgui and
                                                          WebDynpro UI




                                                          Flexible Layout
                                                              Options




                                                            Thumbnails



Copyright © Open Text Corporation. All rights reserved.                          39
Agenda

             Improve Business Process Efficiency

                   Improve Customer Interaction Efficiency
                      Customer Service & Support
                      Sales

                   Improve Plant & Equipment Efficiency
                      Plant Maintenance
                      Plant Change Management

                   Improve Shared Services Efficiency
                      Human Resources

             Key Points To Take Home

Copyright © Open Text Corporation. All rights reserved.       40
Key Points To Take Home
             SAP Extended ECM by OpenText makes
              Your Business Processes more efficient.

                 Examples:
                  Customer Interaction (Call Center, Sales)
                  Plant & Equipment (Plant Maintenance, Plant Change Management)
                  Shared Services (Human Resources)



             Version 10 of Extended ECM added value through
                       Usage of OpenText ECM Suite 10
                       Outstanding SAP CRM Integration
                       Innovative ArchiveLink PLUS
                       Compelling Thumbnails in DocuLink
                       Comprehensive Portal Integration
                       Many Detail Improvements (Viewer Integration, …)

Copyright © Open Text Corporation. All rights reserved.                             41
Join the SAP xECM by OpenText
                                      professionals group at LinkedIn today!




Copyright © Open Text Corporation. All rights reserved.                        42
Thomas Demmler
                                             Director Product Management
                                             SAP Solutions Group
                                             Open Text

                                             thomas.demmler@opentext.com




Copyright © Open Text Corporation. All rights reserved.                    Copyright © Open Text Corporation. All rights reserved.   43

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SAP Extended ECM by OpenText 10.0 - What's New?

  • 1. SAP Extended ECM 10 SAP Document Access 10 What’s New? V 3.0 Thomas Demmler Director Product Management, SAP Solutions Group October 2011 Copyright © Open Text Corporation. All rights reserved. Copyright © Open Text Corporation. All rights reserved. 1
  • 2. for Extended ECM Employee Travel Invoice Portal Digital Asset Document File Receipts Managmeent Content Management Presentment Best of Breed ECM Management Management and OCR Management 360°View on SAP and Non-SAP Automate Automate Minimize Document Optimized Automate content HR file receipt data capture Management management document Unique integration in thousands of administra- handling and effort and and of rich media generation SAP Business Objects tion and streamline human Collaboration assets and perso- Business Workspaces with flexible enable self expense intervention. embedded nalization service management into SAP Integrate (e.g. billing UIs for SAP and non-SAP users Streamline scenarios process NetWeaver media into statements) Enterprise Records Management accounts marketing Portal and payable communi- Case Management Framework SAP processes cations Enterprise Spaces Document Access 360 degree information access Archiving (Enterprise Library) Secure, compliant, cost-efficient storage of information Copyright © Open Text Corporation. All rights reserved. 2
  • 3. SAP Extended ECM (xECM) 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 Lifecycle Copyright © Open Text Corporation. All rights reserved. 3
  • 4. Connecting Content to Processes The 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 Copyright © Open Text Corporation. All rights reserved. 4
  • 5. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Customer Service & Support  Sales  Improve Plant & Equipment Efficiency  Plant Maintenance  Plant Change Management  Improve Shared Services Efficiency  Human Resources  Key Points To Take Home Copyright © Open Text Corporation. All rights reserved. 5
  • 6. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Customer Service & Support  Sales  Improve Plant & Equipment Efficiency  Plant Maintenance  Plant Change Management  Improve Shared Services Efficiency  Human Resources  Key Points To Take Home Copyright © Open Text Corporation. All rights reserved. 6
  • 7. Improve Customer Interaction Efficiency Customer Service & Support SAP CRM: DELIVER SUPERIOR CUSTOMER SERVICE Copyright © Open Text Corporation. All rights reserved. 7
  • 8. SAP CRM 7 Interaction Center Scenario: Call Center (Utilities, Telco) Requirements  Fast access to all customer documents  All documents in one place (ERP and CRM)  Reprint / Resend documents  Create standard letters Solution  xECM Business Workspaces & References Campaign Delivery Service Service Friendly Campaign Marketing Order Letter Welcome Price Signed Order Bills Order Dunning Correspon- Documents Asset Confirmation Note Report Reminder Dispute Package Sheet Contract Letter dence Copyright © Open Text Corporation. All rights reserved. 8
  • 9. SAP CRM 7 Interaction Center Scenario: Call Center (Utilities, Telco) Efficient Customer Overview via xECM 10 Copyright © Open Text Corporation. All rights reserved. 9
  • 10. SAP CRM 7 Interaction Center Scenario: Call Center (Utilities, Telco) Efficient Customer Overview via xECM 10 Copyright © Open Text Corporation. All rights reserved. 10
  • 11. Improve Customer Interaction Efficiency Sales SAP CRM: IMPROVE PERFORMANCE AND DELIVER CUSTOMER VALUE Copyright © Open Text Corporation. All rights reserved. 11
  • 12. Improve Customer Interaction Efficiency Sales  http://www.youtube.com/watch?v=FW_n1-MdXM4 Copyright © Open Text Corporation. All rights reserved. 12
  • 13. SAP CRM 7 Web Scenario: Sales Requirements  Fast access to all customer documents  All documents in one place (ERP and CRM)  Additional Requirements  Editing / versioning of documents  Create individual documents based on templates Solution  xECM Business Workspaces & References Campaign Delivery Service Service Friendly Campaign Marketing Order Letter Welcome Price Signed Order Order Dunning Correspon- Documents Asset Confirmation Bills Note Report Reminder Dispute Package Sheet Contract Letter dence Copyright © Open Text Corporation. All rights reserved. 13
  • 14. SAP CRM 7 Web Scenario: Sales Create Contract based on Template Copyright © Open Text Corporation. All rights reserved. 14
  • 15. Alternative Access via Web, … Key Concept Business Workspace Scenario: Sales Faceted Search Widgets with SAP Workspace Content + Activity Feeds data Copyright © Open Text Corporation. All rights reserved. 15
  • 16. Alternative Access via SAP Portal, … Comprehensive set of iViews designed for SAP Portal Copyright © Open Text Corporation. All rights reserved. 16
  • 17. Alternative Access via Desktop, … Integrated into Windows Explorer, Microsoft Outlook, Adobe Acrobat, Lotus Notes, and Microsoft Office applications such as Word, Excel, PowerPoint, Project, and Visio. Copyright © Open Text Corporation. All rights reserved. 17
  • 18. Universal Access to Business Workspaces SAP GUI SAP CRM UI SAP Portal Business Workspace SharePoint* (Add-On) MS Windows Explorer Blackberry*, iPhone*, iPad* (Add-On) xECM Web UI MS Outlook / Lotus Notes Copyright © Open Text Corporation. All rights reserved. * Has to be licensed separately 18
  • 19. Improve Customer Interaction Efficiency Business Scenarios in combination with SAP CRM  Customer Service & Support  Sales  Marketing & Advertising  Knowledge Management  Order Fulfillment & Billing  Banking  Investigative Case Management  … Copyright © Open Text Corporation. All rights reserved. 19
  • 20. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Customer Service & Support  Sales  Improve Plant & Equipment Efficiency  Plant Maintenance  Plant Change Management  Improve Shared Services Efficiency  Human Resources  Key Points To Take Home Copyright © Open Text Corporation. All rights reserved. 20
  • 21. Improve Plant & Equipment Efficiency Plant Maintenance Copyright © Open Text Corporation. All rights reserved. 21
  • 22. Business Relationships in an Enterprise Key Concept Business Relationships Scenario: Plant Maintenance Materials Vendors Plants Plants Projects Functional Location Equipment Maintenance Notification Maintenance Order Customers Products Copyright © Open Text Corporation. All rights reserved. 22
  • 23. Business Relationships Widget Key Concept Business Relationships Scenario: Plant Maintenance Business Relationships Widget - By Type (Equipment) - By Parent/Child (Functional Location Level Above / Below) - Tree or Plain List Copyright © Open Text Corporation. All rights reserved. 23
  • 24. Viewer Integration Scenario: Plant Maintenance • Collaborate via annotations and notes on documents • Accessible from all supported User Interfaces, e.g. SAP UI and Web UI. • Use Imaging Windows Viewer or Imaging Web Viewer • Context • Available in Business Workspaces, Binders and Cases • For Documents in Archive Server Copyright © Open Text Corporation. All rights reserved. 24
  • 25. Imaging 10  Imaging Web Viewer 10  Memory resources required for PDF rendering strongly reduced  Improved scaling concept based on back-end and front-end server.  Runs on SAP NetWeaver CE 7.30  Imaging Windows Viewer 10  Tabbed Display  Imaging Enterprise Scan 10  Import of PDF documents  Transparent Mode (keeps original PDF file)  PDF-Rendering Mode  Improved speed and memory usage Copyright © Open Text Corporation. All rights reserved. 25
  • 26. Business Workspace Permissions Key Concept Business Policies General Concept 1. Workspace Access  Workspace Access determines whether a user has access to the workspace itself, it’s like a gate to the workspace. What is really remarkable about workspace access is that the access is based on attribute values. 2. Workspace Content Permissions  Workspace Content Permissions determine what kind of permissions a user has on the content in the workspace. The permission types supported are the standard CS permissions (See, See Content, Modify, Edit Attributes, Add Items, Reserve, Delete Version, Delete and Edit Permissions). 1. Workspace Access (via Policies): Based on attributes of the pump station, e.g. location 2. Workspace Content Permissions: See, See Content, Modify, Edit Attributes, Add Items, Reserve, Delete Version, Delete and Edit Permissions Copyright © Open Text Corporation. All rights reserved. 26
  • 27. Business Workspace Permissions User Group Replacement ( Business Roles) Task: Every plant shall have its Workspace own group of managers Confidential Documents Managers of Plant Toronto “Plant Toronto” Common Documents Workspace Template Workspace Public Access Confidential Documents Confidential Documents Instantiation Managers of Plant Sydney Managers of Plant <city> Plant “Plant Sydney” Common Documents Common Documents Workspace Public Access Public Access Confidential Documents Workspace Managers of Plant Munich “Plant Munich” Common Documents Public Access Copyright © Open Text Corporation. All rights reserved. 27
  • 28. Improve Plant & Equipment Efficiency Plant Change Management Copyright © Open Text Corporation. All rights reserved. 28
  • 29. Usage of Business References Key Concept Business References Scenario: Plant Change Management Plant Projects Plants Functional Location in SAP PM Project in Content Server Business Reference Construction Pump Station Project Denali Business Workspace Legend: Content Server SAP ERP Copyright © Open Text Corporation. All rights reserved. 29
  • 30. Create Business Reference in SAP UI Scenario: Plant Change Management Create / Delete Business Reference from SAPgui Copyright © Open Text Corporation. All rights reserved. 30
  • 31. Create Business Reference in SAP UI Key Concept Business References Scenario: Plant Change Management Plant Projects Customers Plants Functional Location in SAP PM Project in Content Server Customer in SAP SD Business Reference Construction Business Reference Pump Station Becker Berlin Project Denali Business Open Business Workspace Workspace Workspace Legend: Content Server SAP ERP Copyright © Open Text Corporation. All rights reserved. 31
  • 32. Open Workspace of referenced Bus. Object Scenario: Plant Change Management Open Workspace of referenced Business Object Copyright © Open Text Corporation. All rights reserved. 32
  • 33. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Customer Service & Support  Sales  Improve Plant & Equipment Efficiency  Plant Maintenance  Plant Change Management  Improve Shared Services Efficiency  Human Resources  Key Points To Take Home Copyright © Open Text Corporation. All rights reserved. 33
  • 34. Improve Shared Services Efficiency Human Resources Copyright © Open Text Corporation. All rights reserved. 34
  • 35. ArchiveLink PLUS - Search Key Concept ArchiveLink PLUS Scenario: Human Resources SAP WebDynpro Full Text Search for ArchiveLink Documents SAPgui and WebDynpro UI Search Templates Attributes Search ABAP API Custom Actions Copyright © Open Text Corporation. All rights reserved. 35
  • 36. ArchiveLink PLUS - Search Key Concept ArchiveLink PLUS Scenario: Human Resources SAPgui Full Text Search for ArchiveLink Documents SAPgui and WebDynpro UI Search Templates Attributes Search ABAP API Custom Actions Copyright © Open Text Corporation. All rights reserved. 36
  • 37. ArchiveLink PLUS - Attributes Key Concept ArchiveLink PLUS Drag & Drop Additional Attributes for ArchiveLink Documents Set of Attributes defined per Business Object Type and/or ArchiveLink Document Type Copyright © Open Text Corporation. All rights reserved. 37
  • 38. ArchiveLink PLUS - Attachment List PLUS Key Concept ArchiveLink PLUS New comprehensive Attachment List for ArchiveLink documents Leverages ArchiveLink Attributes Supports Barcode Entry Preview of ArchiveLink documents Copyright © Open Text Corporation. All rights reserved. 38
  • 39. DocuLink Thumbnails Key Concept DocuLink Scenario: Human Resources Document Flow over all Documents in a Folder SAPgui and WebDynpro UI Flexible Layout Options Thumbnails Copyright © Open Text Corporation. All rights reserved. 39
  • 40. Agenda  Improve Business Process Efficiency  Improve Customer Interaction Efficiency  Customer Service & Support  Sales  Improve Plant & Equipment Efficiency  Plant Maintenance  Plant Change Management  Improve Shared Services Efficiency  Human Resources  Key Points To Take Home Copyright © Open Text Corporation. All rights reserved. 40
  • 41. Key Points To Take Home  SAP Extended ECM by OpenText makes Your Business Processes more efficient. Examples:  Customer Interaction (Call Center, Sales)  Plant & Equipment (Plant Maintenance, Plant Change Management)  Shared Services (Human Resources)  Version 10 of Extended ECM added value through  Usage of OpenText ECM Suite 10  Outstanding SAP CRM Integration  Innovative ArchiveLink PLUS  Compelling Thumbnails in DocuLink  Comprehensive Portal Integration  Many Detail Improvements (Viewer Integration, …) Copyright © Open Text Corporation. All rights reserved. 41
  • 42. Join the SAP xECM by OpenText professionals group at LinkedIn today! Copyright © Open Text Corporation. All rights reserved. 42
  • 43. Thomas Demmler Director Product Management SAP Solutions Group Open Text thomas.demmler@opentext.com Copyright © Open Text Corporation. All rights reserved. Copyright © Open Text Corporation. All rights reserved. 43