普华永道 Phase 1: Project Preparation Phase 1: Project Preparation Phase Overview Phase Overview

普华永道

Phase 1: Project PreparationPhase 1: Project Preparation

Phase OverviewPhase Overview

普华永道

EvaluationEvaluation Project PrepProject Prep BlueprintBlueprint RealizationRealization Final PrepFinal Prep Go Live & SupportGo Live & Support SustainSustain

RoadmapRoadmap

BPRBPR

普华永道

ObjectivesObjectives

• Develop the Project PlanDevelop the Project Plan

• Set up the project team organizationSet up the project team organization

• Define project strategiesDefine project strategies

• Define procedures and standardsDefine procedures and standards

• Identify technical requirementsIdentify technical requirements

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WorkpackagesWorkpackages

Feedback to MethodsFeedback to Methods

Initial Project PlanningInitial Project Planning

Project ProceduresProject Procedures

Technical Technical Requirements PlanningRequirements Planning

Project KickoffProject Kickoff

Quality CheckQuality Check

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Key DeliverablesKey Deliverables

OrganizationOrganization

Technical EnhancementTechnical Enhancement

SAP FunctionalSAP Functional

Business ProcessBusiness Process

Reports and FormsReports and Forms

Data ConversionData Conversion

InterfaceInterface

Technical Technical

InfrastructureInfrastructure

Project ScopeProject Scope Project CharterProject Charter

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Mandatory Deliverables FlowMandatory Deliverables Flow

Risk Risk AssessmentAssessment

Project PlanProject Plan

RiskRiskManagementManagement

PlanPlan

Project Project OrganizationOrganization

Quality Plan Plan

Issues Issues Management Management

PlanPlan

Project Project ManagementManagementStandards andStandards and

ProceduresProcedures

Phase 4Phase 4

ProjectProjectCharterCharter Project Project

Kick-OffKick-Off

Phase 6Phase 6

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Quality ChecklistQuality Checklist

• Are the project objectives and schedule understood,Are the project objectives and schedule understood,

agreed, and achievable?agreed, and achievable?

• Is there an active and visible senior management Is there an active and visible senior management

sponsor who is empowered and decisive?sponsor who is empowered and decisive?

• Are project staff in place and trained?Are project staff in place and trained?

• Are there procedures to manage scope creep?Are there procedures to manage scope creep?

• Have the key strategies, standards, and procedures Have the key strategies, standards, and procedures

been defined for the SAP project?been defined for the SAP project?

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Project ScopeProject Scope

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• Refine the enterprise area scope conducted in Refine the enterprise area scope conducted in

Phase 0 - EvaluationPhase 0 - Evaluation

• Identify what is in scope and what is Identify what is in scope and what is

specifically excluded from scopespecifically excluded from scope

• Establish scope management processEstablish scope management process

• Obtain formal approval of project scopeObtain formal approval of project scope

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Key StepsKey Steps

• Refine enterprise scopeRefine enterprise scope

• Define business process scopeDefine business process scope

• Define scope for remaining levers of scopeDefine scope for remaining levers of scope

• Define scope management processDefine scope management process

• Obtain management sign-off of scopingObtain management sign-off of scoping

documentsdocuments

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Deliverable DependenciesDeliverable Dependencies

• Enterprise Area Scope DocumentEnterprise Area Scope Document

• Risk and Mitigation StrategyRisk and Mitigation Strategy

• Strategic IT ArchitectureStrategic IT Architecture

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Key AcceleratorsKey Accelerators

• Scoping Strategy Scoping Strategy

• Weighted Ranking AssessmentWeighted Ranking Assessment

• Technical Requirements Planning QuestionnaireTechnical Requirements Planning Questionnaire

• Technical Infrastructure ScopeTechnical Infrastructure Scope

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ThemesThemes

• Project ManagementProject Management

• Change ManagementChange Management

• Business ProcessBusiness Process

• Enterprise Risk ManagementEnterprise Risk Management

• Technical InfrastructureTechnical Infrastructure

• System DevelopmentSystem Development

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Project CharterProject Charter

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ObjectiveObjective

• Define organization’ s business profileDefine organization’ s business profile

• Perform a current situation assessmentPerform a current situation assessment

• Define project approachDefine project approach

• Define project organization and rolesDefine project organization and roles

• Define project scopeDefine project scope

• Define implementation approachDefine implementation approach

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Key StepsKey Steps

• Define project mission statement and Define project mission statement and

business driversbusiness drivers

• Identify business measurementsIdentify business measurements

• Identify project measurementsIdentify project measurements

• Identify project scopeIdentify project scope

• Identify implementation approachIdentify implementation approach

• Assemble Project Charter documentsAssemble Project Charter documents

• Approve Project CharterApprove Project Charter

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Deliverable DependenciesDeliverable Dependencies

• Organization’s business profileOrganization’s business profile

• Organization’s current situation assessmentOrganization’s current situation assessment

• Business case for SAP projectBusiness case for SAP project

• Project approachProject approach

• Project organization and rolesProject organization and roles

• Project scopeProject scope

• ImplementationImplementation

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Key AcceleratorsKey Accelerators

• Project Charter templateProject Charter template

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Themes

• Project Management

• Change Management

• Business Process

• Enterprise Risk Management

• Technical Infrastructure

• System Development

• End User Education

• Business Benefit Realization

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Phase 1: Project Preparation

Summary

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Summary

• Detailed planning and preparation is

performed for the SAP project

• Project resources and facilities are secured

• The key deliverables are the Project Scope

documents and the Project Charter

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Phase 2: Business BlueprintPhase 2: Business Blueprint

Phase Overview Phase Overview

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项目评估项目评估项目准备项目准备业务蓝图业务蓝图实现过程实现过程最后准备最后准备启动与启动与

技术支持技术支持继续改进继续改进

BPRBPR


RoadmapRoadmap

BPRBPR

普华永道


• Train the project teamTrain the project team

• Install the systems environmentInstall the systems environment

• Define the SAP business organizationDefine the SAP business organization

• Define the organization and facilitiesDefine the organization and facilities

• Complete the business process definitionComplete the business process definition

• Business process reengineeringBusiness process reengineering

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WorkpackagesWorkpackages

Business Process DefinitionBusiness Process Definition

Project ManagementProject Management

Project Team TrainingProject Team Training

Develop Systems EnvironmentDevelop Systems Environment

Organizational Organizational StructureStructure

Quality CheckQuality Check

Feedback to MethodsFeedback to Methods

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Key Deliverables

BPML

Business ProcessMaster List

(BPML)

Documented SAPOrganization Structure

Technical Architecture

Strategy

Project Scope

ImplementationStandards

ChangeManagement

Strategy

Technical Design

Document

R/3 Organization

Structure(Hierarchy)

Business Blueprint

OrganizationalChange Plan

Executive Blueprint

Authorization/Role Design

Enterprise Standards Document

Phase 3

Phase 3

Phase 3

Phase 3&6

Phase 4&6

Mandatory Deliverable Flow

Business ProcessMaster List

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Quality Checklist

• Have the project team members received all required training?• Are system administration procedures in place to support the development evnironment ?• Does the proposed SAP business organization account for possible changes to the client‘s organization？• Will the to-be business processes enable the business to realize the anticipated benefits?• Have all outstanding issues been properly documented?

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Business Process Master List

BPML

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Objectives

• Identify the business process requirements for the organization• Categorise business process scope

- Baseline (80%)- Final (20%)

• Generate the Business Process Master List (BPML)

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Key Steps

• Conduct business process reqiurements

guideline workshop

• Identify business process requirements

• Categorise business processes requirements

• Generate Business Process Master List

(BPML)

Deliverable Dependencies

Enterprise AreaScope Document

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Enterprise AreaScope Document

OrganizationOrganization

Technical EnhancementTechnical Enhancement

SAP FunctionSAP Function

Business Business ProcessProcess

Reports and FormsReports and Forms

Data ConversionData Conversion

InterfaceInterface

TechnicalTechnicalInfrastructureInfrastructure

Business Process Scope

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Key Accelerators

• Application Consultants Guide

•SAP R /3 Reference Model

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Themes



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Documented SAP Organization

Structure

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Objectives

• Define the client’s business organizational

structure

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Key Steps

• Schedule business organization structure workshops• Distribute business organization structure guidelines• Conduct business organization structurre workshops• Recommend and approve business organization structure

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Sample Business Organization

StorageLocation X

StorageLocation Y

StorageLocation Z

Client

Company Code A

Company Code B

Plant 1 Plant 2 Plant 3

StorageLocation W

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• Enterprise Area Scope Document

• Organizational/Hierarchy Scope

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Themes



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Phase 2: Business BlueprintPhase 2: Business Blueprint

SummarySummary

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Summary

• The project team is trained

• The systems environment is installed

• The SAP Organization Structure is documented

• The key deliverables are

- Business Process Master List (BPML)

- The Business Blueprint

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Phase 3: RealizationPhase 3: Realization


普华永道普华永道



BPRBPR


RoadmapRoadmap

BPRBPR

普华永道

Objectives

• Implement Buisness Requirements as defined in the Business Blueprint• Complete System‘s Development and User Authorization• Complete Final integration Testing• Develop End user Procedures• Create Production Ready Environment

Workpackages

Project management

Project Team Training

End User Documentation & Education

Baseline Config.& Confirmation

Final Config.& Confirmation

Conversion,Interface, Bolt-on,

Enhancement,Report&Layout Set

Development

AuthorizationDevelopment

Final IntegrationTest

Archiving Mgmt

System Management

QA Check

Feed-back to Method

•Production readySystem

•BusinessProcessProceduresdocumented

•End UserProceduresdocumented

•Integration tested andaccepted bybusiness

•BPML•Business Blueprint•Strategies•AuthorizationDesign•Technical Design

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Key Deliverables

• System Developments

• Business Process Procedures (BPP)

• System Test Plans

• Final Integration Test Plans and Procedures

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Quality Checklist

• Does the configuration reflect the Business Blueprint ?• Do project team members have the required skills to carry out their tasks ?• Have data conversion programs been tested ?• Have audit been involved in the development of user authorizations ?

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Business Process Procedures

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Objectives

• Document detailed Business Process Procedures

• Provide Reference Point for Deliverables

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Key Steps

• Identify Busienss Process Procedures

• Reference Generic Business Process

Procedures

• Document Busienss Process Procedures

• Review with Business Process Owners

• Signoff Business Process Procedures

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• Business Process Master List

• Integration Test Cases (Procedures)

• End User Procedures

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Key Accelerators

• SAP Generic Business Process Procedures

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Themes



• End User Education

• Enterprise Risk Management

普华永道


Final Integration Test Plan

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Objectives

• Manage and Control Final Integration Testing

- Scope

- Schedule

- Resources

- Logistics

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Key Steps

• Define Scope - Integration Test Cycle 1 - Integration Test Cycle 2

• Schedule Tese Cases• Plan Project Team Testers and Business Process Owners

• Secure Facilities

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• Business Blueprint

• Business Process Master List

• Business Process Procedures

• Detailed Definition Documents

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Key Accelerators

• Fineal Integration Test Concept and Approach

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Themes


• Systems Development

• Technical Infrastructure


Summary

普华永道

普华永道

Summary

• The Realization Phase deals with those activities required to “realize”the Business Blueprint

• The key deliverables are- system developments- business process procedures- systems test plans- final integration test plans and procedures

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Phase 4: Final PreparationPhase 4: Final Preparation





BPRBPR


RoadmapRoadmap

BPRBPR

普华永道

Objectives

• Complete End User Training

• Complete System Management Activities

• Resolve Outstanding Issues

• Obtain Approval to Go Live

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Key Deliverables

• Help Desk Procedures

• Go Live Assessment Criteria

• Cut Over Plan

• Conversion Checklist

• Interim Procedures

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Quality Checklist

• Are the contingercy plans in place?

• Have legacy systems been deactivated?

• Have the appropriate interim procedures

been developed?

• Has the Steering Committee given final

approval to go Live?

Phase 4: Final ProparationPhase 4: Final Proparation

Summary

普华永道

普华永道

Summary

• The Final Preparation Phase is where we make the decision to Go Live• The Phase deals with those activities required to complete the cut over• The key deliverables are the Cut Over Plan and the Go Live Assessment Criteria• The key accelerators are the PwC Templates

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Phase 5: Go Live and SupportPhase 5: Go Live and Support





BPRBPR


RoadmapRoadmap

BPRBPR

普华永道

Objectives

• Move from a Pre-Production Environment to a

Live Productive Operation

• Implement a Production Support System

• Validate Business Processes

• Ensure System is operating at an optimal level

• Formally close the Project

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Key Deliverables

•Production Support Systems Effectiveness Report

•Validated Business Process Results

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Quality Checklist

• Is there a stable and reliable Production Support System in place?• Are Tables and Files updated correctly when a Transaction is processed?• Are Financial and Quantitative Values reconciled on a periodic basis? Are they reasonable incomparision to the Legacy Systems?• Has PwC fullfilled our contractual and ethical obligations?

Phase 5: Go Live and SupportPhase 5: Go Live and Support

Summary

普华永道

普华永道

Summary

• The Go Live and Support Phase is where we

go live• This Phase deals with validation, production

system support, and formally closing the project• The key deliverables are the Porduction Support

Systems Effectiveness Report and the Validated

Business Process Results

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Phase 6: SustainPhase 6: Sustain





BPRBPR


RoadmapRoadmap

BPRBPR

普华永道

Objectives

• Review and Follow Up on User Documentation

• Ensure Long Term Strategies are in place

• Conduct System Upgrades

• Conduct a Post Implementation Review

• Evaluate Performance Metrics

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Key Deliverable

• Post Implementation review

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Quality Checklist

• Is there a strategy in place to handle SAP

Upgrades?

• How are the Post Implementation Review

Recommendations going to be implemented?

• Are Performance Metrics measured,

evaluated and acted upon?

Summary

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Phase 6: SustainPhase 6: Sustain

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Summary

• Sustain is the last Phase of the Method

• Sustain deals with activities typically occurring

after an implementation

• The key deliverable is the Post Implementation

Review

• The key accelerator is the Post Implementation

Review Template

Documents

普 华 永 道 Phase 1: Project Preparation Phase 1: Project Preparation Phase Overview Phase Overview

普华永道 Phase 1: Project Preparation Phase 1: Project Preparation Phase Overview Phase Overview