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

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

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

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

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

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

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

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

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

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

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

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