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Global Data Migration:
Fast and Secure as a
Managed Service
Schaeffler Establishes a Global SAP Standard and
Makes Industrialized Data Transfer a Success Factor
cbs Corporate Business Solutions helps Schaeffler Group to im-
plement a uniform SAP standard throughout its international lo-
cations as part of a global SAP rollout program over several years.
Data migration is a critical success factor in this context: Data has
to be quickly and securely migrated from a large number of SAP
and non-SAP systems, then converted and harmonized.
FüllstationfürNadelhülsen
cbs Corporate Business Solutions. The Materna Group Management Consultancy.
Schaeffler Establishes a Global SAP Standard
Schaeffler Group
The Schaeffler Group is a leading
global integrated automotive and
industrial supplier. The company
stands for the highest quality, out-
standing technology, and strong
innovative ability. The Schaeffler
Group makes a decisive contributi-
on to „mobility for tomorrow“ with
high-precision components and
systems in engine, transmission
and chassis applications, as well as
rolling and plain bearing solutions
for a large number of industrial ap-
plications.
The company generated sales
of approximately 12.1 billion euros
in 2014. With more than 82,000
employees, Schaeffler is one of
the world‘s largest technology
companies in family ownership. It
has a worldwide network of manu-
facturing locations, research and
development facilities and sales
companies at approximately 170
locations in 50 countries.
www.schaeffler.com
Schaeffler Automotive Aftermarket
cbs Corporate Business Solutions. The Materna Group Management Consultancy.
Schaeffler Makes Industrialized Data Transfer a Success Factor
Initial Position
cbs Corporate Business Solu-
tions helps Schaeffler Group to
implement a uniform SAP standard
throughout its international loca-
tions as part of a global SAP rollout
program over several years. Data
migration is a critical success fac-
tor in this context: Data has to be
quickly and securely migrated from
a large number of SAP and non-SAP
systems, then converted and har-
monized. The first challenge of per-
forming five parallel rollouts from
different source systems within 15
months was met by taking a consis-
tent template migration approach,
a standardized procedure and
using the transformation soft-
ware cbs Enterprise Transformer.
cbs acts as a global service center,
delivering an end-to-end solution
for data migration in the Group.
The Schaeffler Group is a glo-
bal acting integrated automotive
and industrial supplier. With more
than 82,000 employees, Schaeff-
ler is one of the world‘s largest
technology companies in family
ownership. It has a worldwide
network of manufacturing loca-
tions, research and development
facilities and sales companies at
approximately 170 locations in 50
countries.
Its main customer is the auto-
motive industry. The automotive
division develops and manufactu-
res forward-looking products in
the areas of engine, transmission
and chassis systems. The industri-
al division delivers products, such
as roll and plain bearings, linear
guidance systems, maintenance
products, monitoring systems, and
direct drives, to customers from
around 60 different industry sec-
tors. The product portfolio spans
from high-speed, high-precision
bearings with diameters in the mil-
limeter range to large bearings
with diameters of more than four
meters. In aviation and aerospace
engineering, the Schaeffler Group
is a leading manufacturer of high-
precision bearings for aircraft and
helicopter engines, as well as for
aerospace applications.
All-wheel drive disconnect clutch system
cbs Corporate Business Solutions. The Materna Group Management Consultancy.
Schaeffler Establishes a Global SAP Standard
A Central SAP system
For many years now, Schaeffler
has been using SAP as the central
platform for all business applica-
tions. In 2011, Schaeffler decided
to launch a program to migrate the
remaining legacy systems to the
central SAP system. The plan was to
replace a large number of non-SAP
ERP systems in the Group as part
of a global SAP rollout program.
Furthermore, several existing SAP
systems were to be consolidated
in one central SAP system and one
client with harmonized processes.
This was a monumental task,
and – considering the sheer volu-
me and heterogeneity of the data
to be transferred from a variety of
source systems – a work-intensive
and tricky endeavor, particular-
ly in terms of data migration. If
something fails to go according
to plan and brings systems to a
standstill, a company in the auto-
motive supply industry may have
to pay dearly. Production down-
times could quickly result in high
contractual penalties. Automoti-
ve manufacturers cannot wait for
components for their production
processes, rather they depend on
just-in-time deliveries from their
suppliers.
Migration –
a Monumental Task
Schaeffler had already gained
extensive experience with SAP mi-
grations, and the company-specific
challenges and issues were known.
The myriad of data sources – dif-
ferent SAP systems with various
release versions, and systems of
several third parties – was, in itself,
a great challenge. The factors time,
global presence, speed, and securi-
ty had to be successfully managed.
The individual projects in the global
rollout program were largely run-
ning in tandem and had to be co-
ordinated precisely, across country
borders and time zones. Process
changes made the migration task
even more complex. Besides tech-
nical expertise, highly skilled em-
ployees and an understanding of
the process and application world
above data level were required.
Since the IT department at Schaeff-
ler does not consider data migrati-
on as its core task, a make-or-buy
decision was reached to commissi-
on a specialized consulting firm to
perform data migration.
cbs Corporate Business Solutions. The Materna Group Management Consultancy.
Schaeffler Makes Industrialized Data Transfer a Success Factor
Managed Service: 	
Everything from a Single
Source
Schaeffler commissioned the
Heidelberg-based company cbs
Corporate Business Solutions to
completely take over and imple-
ment data migration as a managed
service as part of its global rollout
projects. As a solution provider
for global system transformations
and data migrations, cbs offers its
customers a full service from one
source. On top of purely techni-
cal implementation at system and
data level, the consultants act as
migration advisors and subproject
managers to ensure that inter-
national transformation projects
are tailor-made, integrated in the
existing program organization,
and conducted in a methodical and
structured manner. Expert consul-
ting is absolutely essential particu-
larly when it comes to managing
complex requirements for data mi-
gration. Consultants who combine
technical migration expertise with
deep knowledge of processes and
applications are a success factor.
Migration Concept:
Common Understanding
as a Success Factor
A robust migration concept is
the basic prerequisite for an im-
plementation program that is suc-
cessful over several years. At Scha-
effler, workshops were, therefore,
scheduled at the project outset in
which cbs consultants and Scha-
effler IT staff clarified the migrati-
on requirements in detail and the
project-specific concepts directly
with the specialist departments.
Communicating on an equal level
is essential to the success of this
conceptual groundwork. Migration
consultants and specialists depart-
ments have to understand each
other, and the transfer of specia-
lized, business-related content, of
business processes and application
configurations to the technical le-
vel of system and data structures
has to be effective and understood
by both partners to achieve a con-
sistent and feasible result.
Overrunning alternator pulleys (OAP)
cbs Corporate Business Solutions. The Materna Group Management Consultancy.
Schaeffler Establishes a Global SAP Standard
Migration Template
The migration consultants pri-
marily enhanced the customer‘s
knowledge of central business
objects, such as bills of material
and purchase orders, by increa-
sing their expertise in terms of the
structure and interaction of the
associated database tables below
application level. The results of the
intensive initial phase were a pro-
ject strategy tailored to the Group
and a technical migration concept
containing the target structure of
data, rules for how to implement
it, and a list of all objects to be mi-
grated. Together with the staff of
the Schaeffler Group, migration
templates were created with the
objective to re-use them in the in-
dividual rollout projects, without
having to start from scratch each
time. Being embedded in the glo-
bal rollout program organization,
Schaeffler Group enabled cbs, as a
central service center, to perform
multiple template-based migra-
tions and transfer data from hete-
rogeneous source systems using a
standardized procedure.
cbs ET Enterprise
Transformer
The transformation software
cbs ET Enterprise Transformer (cbs
ET) of the Heidelberg-based con-
sulting firm was used to enable
consistent, secure, fast and effici-
ent migrations from any system to
a central SAP system. A template-
based migration approach was ta-
ken each time to tap synergies ac-
ross projects.
The standard software cbs ET
Enterprise Transformer (cbs ET)
migrated, converted, and harmo-
nized the data. Equipped with com-
prehensive functions for selecting,
validating, transforming, and pos-
ting data, the software allows each
business object with all its structu-
ral dependencies to be mapped,
transformed, and transferred. And
the data flow always remains trans-
parent and comprehensible.
Sunrise in China, Sunset in
the United States
Flexibility and enthusiasm were
called for during the initial mig-
ration project, which lasted 15
months. ERP migration objects
from the areas of SAP Material Ma-
nagement, Sales and Distribution,
Product Planning, Quality Manage-
ment and Warehouse Manage-
ment had to be processed for five
countries – Germany, France, Czech
Republic, the USA, and China. With
a project of this dimension, it is
inevitable that requirements will
change, the work intensity will in-
crease sharply at times, and additi-
onal services, such as further data
validations and tests, will become
necessary. The fluctuating wor-
kload was balanced out by precise
resource planning. As several inter-
national projects were conducted
in tandem, various locations world-
wide had to be supported around
the clock. So, due to the different
time zones, a particularly long wor-
Gerhard Stößel, Director Global Solutions & Projects at
Schaeffler, emphasized:
„Data migrations have been causing more and more problems
in recent years. Now we have this issue under control. Thanks to
cbs, we no longer lose any sleep over a data migration.“
king day sometimes commenced in
the morning with China and ended
in the evening with the USA.
Transparent, Fast, Secure
Thanks to the standardized,
tool-based data migration with cbs
ET, the migrations ordered by the
Schaeffler Group were comple-
ted on time, quality, and budget.
Various legacy systems, local da-
tabases, and applications were re-
placed, the number of third-party
systems reduced and replaced by
a consolidated system landscape
with uniform processes. Users at
the locations around the world
also benefit from harmonized pro-
cesses and data in performing their
day-to-day tasks.
Employees of the GSP (Global
Solutions & Projects) team in Nu-
remberg saw their main problem
successfully solved – to establish
a secure, transparent, fast, and
cost-efficient overall solution for
complex data migrations. Gerhard
Stößel, Director Global Solutions
& Projects at Schaeffler, empha-
sized: „Data migrations have been
causing more and more problems
in recent years. Now we have this
issue under control. Thanks to cbs,
we no longer lose any sleep over a
data migration.“
cbs Corporate Business Solutions. The Materna Group Management Consultancy.
Schaeffler Makes Industrialized Data Transfer a Success Factor
Mounting of spindle bearings
Schaeffler Technologies AG & Co. KG
•	 Industry: Automotive, Manufacturing Systems Engineering
•	 Brands: INA, FAG, LuK, Hydrel
•	 Headquarters: Herzogenaurach, Germany
•	 Locations: approximately 170 locations in 50 countriesTotal Sales: ~ 12.1 billion € in 2014
•	 Employees: more than 82.000 (2015)
www.schaeffler.com
cbs Corporate Business Solutions Unternehmensberatung GmbH
The Materna Group Management Consultancy
Im Breitspiel 19 · 69126 Heidelberg - Germany · T +49 6221 3304-0
contact@cbs-consulting.com · www.cbs-consulting.com

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Global Data Migration as a Managed Service

  • 1. Global Data Migration: Fast and Secure as a Managed Service Schaeffler Establishes a Global SAP Standard and Makes Industrialized Data Transfer a Success Factor cbs Corporate Business Solutions helps Schaeffler Group to im- plement a uniform SAP standard throughout its international lo- cations as part of a global SAP rollout program over several years. Data migration is a critical success factor in this context: Data has to be quickly and securely migrated from a large number of SAP and non-SAP systems, then converted and harmonized. FüllstationfürNadelhülsen
  • 2. cbs Corporate Business Solutions. The Materna Group Management Consultancy. Schaeffler Establishes a Global SAP Standard Schaeffler Group The Schaeffler Group is a leading global integrated automotive and industrial supplier. The company stands for the highest quality, out- standing technology, and strong innovative ability. The Schaeffler Group makes a decisive contributi- on to „mobility for tomorrow“ with high-precision components and systems in engine, transmission and chassis applications, as well as rolling and plain bearing solutions for a large number of industrial ap- plications. The company generated sales of approximately 12.1 billion euros in 2014. With more than 82,000 employees, Schaeffler is one of the world‘s largest technology companies in family ownership. It has a worldwide network of manu- facturing locations, research and development facilities and sales companies at approximately 170 locations in 50 countries. www.schaeffler.com Schaeffler Automotive Aftermarket
  • 3. cbs Corporate Business Solutions. The Materna Group Management Consultancy. Schaeffler Makes Industrialized Data Transfer a Success Factor Initial Position cbs Corporate Business Solu- tions helps Schaeffler Group to implement a uniform SAP standard throughout its international loca- tions as part of a global SAP rollout program over several years. Data migration is a critical success fac- tor in this context: Data has to be quickly and securely migrated from a large number of SAP and non-SAP systems, then converted and har- monized. The first challenge of per- forming five parallel rollouts from different source systems within 15 months was met by taking a consis- tent template migration approach, a standardized procedure and using the transformation soft- ware cbs Enterprise Transformer. cbs acts as a global service center, delivering an end-to-end solution for data migration in the Group. The Schaeffler Group is a glo- bal acting integrated automotive and industrial supplier. With more than 82,000 employees, Schaeff- ler is one of the world‘s largest technology companies in family ownership. It has a worldwide network of manufacturing loca- tions, research and development facilities and sales companies at approximately 170 locations in 50 countries. Its main customer is the auto- motive industry. The automotive division develops and manufactu- res forward-looking products in the areas of engine, transmission and chassis systems. The industri- al division delivers products, such as roll and plain bearings, linear guidance systems, maintenance products, monitoring systems, and direct drives, to customers from around 60 different industry sec- tors. The product portfolio spans from high-speed, high-precision bearings with diameters in the mil- limeter range to large bearings with diameters of more than four meters. In aviation and aerospace engineering, the Schaeffler Group is a leading manufacturer of high- precision bearings for aircraft and helicopter engines, as well as for aerospace applications. All-wheel drive disconnect clutch system
  • 4. cbs Corporate Business Solutions. The Materna Group Management Consultancy. Schaeffler Establishes a Global SAP Standard A Central SAP system For many years now, Schaeffler has been using SAP as the central platform for all business applica- tions. In 2011, Schaeffler decided to launch a program to migrate the remaining legacy systems to the central SAP system. The plan was to replace a large number of non-SAP ERP systems in the Group as part of a global SAP rollout program. Furthermore, several existing SAP systems were to be consolidated in one central SAP system and one client with harmonized processes. This was a monumental task, and – considering the sheer volu- me and heterogeneity of the data to be transferred from a variety of source systems – a work-intensive and tricky endeavor, particular- ly in terms of data migration. If something fails to go according to plan and brings systems to a standstill, a company in the auto- motive supply industry may have to pay dearly. Production down- times could quickly result in high contractual penalties. Automoti- ve manufacturers cannot wait for components for their production processes, rather they depend on just-in-time deliveries from their suppliers. Migration – a Monumental Task Schaeffler had already gained extensive experience with SAP mi- grations, and the company-specific challenges and issues were known. The myriad of data sources – dif- ferent SAP systems with various release versions, and systems of several third parties – was, in itself, a great challenge. The factors time, global presence, speed, and securi- ty had to be successfully managed. The individual projects in the global rollout program were largely run- ning in tandem and had to be co- ordinated precisely, across country borders and time zones. Process changes made the migration task even more complex. Besides tech- nical expertise, highly skilled em- ployees and an understanding of the process and application world above data level were required. Since the IT department at Schaeff- ler does not consider data migrati- on as its core task, a make-or-buy decision was reached to commissi- on a specialized consulting firm to perform data migration.
  • 5. cbs Corporate Business Solutions. The Materna Group Management Consultancy. Schaeffler Makes Industrialized Data Transfer a Success Factor Managed Service: Everything from a Single Source Schaeffler commissioned the Heidelberg-based company cbs Corporate Business Solutions to completely take over and imple- ment data migration as a managed service as part of its global rollout projects. As a solution provider for global system transformations and data migrations, cbs offers its customers a full service from one source. On top of purely techni- cal implementation at system and data level, the consultants act as migration advisors and subproject managers to ensure that inter- national transformation projects are tailor-made, integrated in the existing program organization, and conducted in a methodical and structured manner. Expert consul- ting is absolutely essential particu- larly when it comes to managing complex requirements for data mi- gration. Consultants who combine technical migration expertise with deep knowledge of processes and applications are a success factor. Migration Concept: Common Understanding as a Success Factor A robust migration concept is the basic prerequisite for an im- plementation program that is suc- cessful over several years. At Scha- effler, workshops were, therefore, scheduled at the project outset in which cbs consultants and Scha- effler IT staff clarified the migrati- on requirements in detail and the project-specific concepts directly with the specialist departments. Communicating on an equal level is essential to the success of this conceptual groundwork. Migration consultants and specialists depart- ments have to understand each other, and the transfer of specia- lized, business-related content, of business processes and application configurations to the technical le- vel of system and data structures has to be effective and understood by both partners to achieve a con- sistent and feasible result. Overrunning alternator pulleys (OAP)
  • 6. cbs Corporate Business Solutions. The Materna Group Management Consultancy. Schaeffler Establishes a Global SAP Standard Migration Template The migration consultants pri- marily enhanced the customer‘s knowledge of central business objects, such as bills of material and purchase orders, by increa- sing their expertise in terms of the structure and interaction of the associated database tables below application level. The results of the intensive initial phase were a pro- ject strategy tailored to the Group and a technical migration concept containing the target structure of data, rules for how to implement it, and a list of all objects to be mi- grated. Together with the staff of the Schaeffler Group, migration templates were created with the objective to re-use them in the in- dividual rollout projects, without having to start from scratch each time. Being embedded in the glo- bal rollout program organization, Schaeffler Group enabled cbs, as a central service center, to perform multiple template-based migra- tions and transfer data from hete- rogeneous source systems using a standardized procedure. cbs ET Enterprise Transformer The transformation software cbs ET Enterprise Transformer (cbs ET) of the Heidelberg-based con- sulting firm was used to enable consistent, secure, fast and effici- ent migrations from any system to a central SAP system. A template- based migration approach was ta- ken each time to tap synergies ac- ross projects. The standard software cbs ET Enterprise Transformer (cbs ET) migrated, converted, and harmo- nized the data. Equipped with com- prehensive functions for selecting, validating, transforming, and pos- ting data, the software allows each business object with all its structu- ral dependencies to be mapped, transformed, and transferred. And the data flow always remains trans- parent and comprehensible. Sunrise in China, Sunset in the United States Flexibility and enthusiasm were called for during the initial mig- ration project, which lasted 15 months. ERP migration objects from the areas of SAP Material Ma- nagement, Sales and Distribution, Product Planning, Quality Manage- ment and Warehouse Manage- ment had to be processed for five countries – Germany, France, Czech Republic, the USA, and China. With a project of this dimension, it is inevitable that requirements will change, the work intensity will in- crease sharply at times, and additi- onal services, such as further data validations and tests, will become necessary. The fluctuating wor- kload was balanced out by precise resource planning. As several inter- national projects were conducted in tandem, various locations world- wide had to be supported around the clock. So, due to the different time zones, a particularly long wor- Gerhard Stößel, Director Global Solutions & Projects at Schaeffler, emphasized: „Data migrations have been causing more and more problems in recent years. Now we have this issue under control. Thanks to cbs, we no longer lose any sleep over a data migration.“ king day sometimes commenced in the morning with China and ended in the evening with the USA. Transparent, Fast, Secure Thanks to the standardized, tool-based data migration with cbs ET, the migrations ordered by the Schaeffler Group were comple- ted on time, quality, and budget. Various legacy systems, local da- tabases, and applications were re- placed, the number of third-party systems reduced and replaced by a consolidated system landscape with uniform processes. Users at the locations around the world also benefit from harmonized pro- cesses and data in performing their day-to-day tasks. Employees of the GSP (Global Solutions & Projects) team in Nu- remberg saw their main problem successfully solved – to establish a secure, transparent, fast, and cost-efficient overall solution for complex data migrations. Gerhard Stößel, Director Global Solutions & Projects at Schaeffler, empha- sized: „Data migrations have been causing more and more problems in recent years. Now we have this issue under control. Thanks to cbs, we no longer lose any sleep over a data migration.“
  • 7. cbs Corporate Business Solutions. The Materna Group Management Consultancy. Schaeffler Makes Industrialized Data Transfer a Success Factor Mounting of spindle bearings Schaeffler Technologies AG & Co. KG • Industry: Automotive, Manufacturing Systems Engineering • Brands: INA, FAG, LuK, Hydrel • Headquarters: Herzogenaurach, Germany • Locations: approximately 170 locations in 50 countriesTotal Sales: ~ 12.1 billion € in 2014 • Employees: more than 82.000 (2015) www.schaeffler.com
  • 8. cbs Corporate Business Solutions Unternehmensberatung GmbH The Materna Group Management Consultancy Im Breitspiel 19 · 69126 Heidelberg - Germany · T +49 6221 3304-0 contact@cbs-consulting.com · www.cbs-consulting.com