SAP
Implementation
U N L E A S H E D
800 East 96th Street, Indianapolis, Indiana 46240 USA
George W. Anderson
Charles D. Nilson, Jr.
Tim Rhodes
A Business and Technical Roadmap to Deploying SAP
Copyright © 2009 by Pearson Education, Inc.
All rights reserved. No part of this book shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without written permission from the publisher. No patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumed for damages resulting from the use of the information contained herein.
ISBN-13: 978-0-672-33004-9 ISBN-10: 0-672-33004-0
Library of Congress Cataloging-in-Publication Data:
Anderson, George W.
SAP implementation unleashed : a business and technical roadmap to deploying SAP / George W. Anderson, Charles D. Nilson, Jr., Tim Rhodes.
p. cm. Includes index.
ISBN 978-0-672-33004-9 (pbk. : alk. paper) 1. SAP ERP. 2. Integrated software 3. Business—Data processing. I. Nilson, Charles D. II. Rhodes, Tim. III. Title.
QA76.76.I57.A65 2009 004'.36—dc22
2009013560
Printed in the United States of America First Printing May 2009
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Contents at a Glance
Introduction...1
Part I: Setting the Stage 1 What It Means to Implement SAP...13
2 SAP Projects: Characteristics and Themes ...29
3 Business Vision...57
4 ERP Solution Vision ...69
5 Financial Impact: Total Cost of Ownership ...93
6 Managing Knowledge and the Knowledge Repository ...121
Part II: Getting Started 7 Project Management Checkpoint 1: Groundwork...133
8 Building the SAP Project Management Office...153
9 SAP Project Management...169
10 No Implementation Is an Island: Partners Required ...185
11 Building the SAP Project Team ...205
12 Staffing World-Class SAP Project Leadership ...227
13 Staffing the SAP Business Teams...257
14 Staffing the SAP Technical Support Organization...269
15 High Availability Considerations and Solutions ...291
16 Disaster Recovery Considerations and Solutions ...317
17 Availability and Recoverability: Organizational Factors ...341
18 Introduction to SAP Platform Sizing ...363
19 Conducting the SAP Platform Sizing Process ...385
20 Training SAP Staff ...407
21 Developing the SAP Data Center...433
Part III: SAP Realization/Functional Development 22 Project Management Checkpoint 2: Revisiting Key Artifacts . ...467
23 Preparing for SAP Component Installations . ...479
24 Installing SAP NetWeaver Components . ...509
25 Installing SAP Business Suite Components . ...527
28 Functional, Integration, and Regression Testing. ...577
29 Advanced Concepts: Unlocking SAP with SOA and Web Services ...595
Part IV: Planning for Go-Live 30 Project Management Checkpoint 3: Project Team Retention...611
31 SAP Infrastructure Operational Considerations ...625
32 SAP Infrastructure and Platform Testing ...641
33 SAP Load and Stress Testing...657
34 Technical Change Control...687
35 SAP Systems and Operations Management. ...717
36 Preparing for SAP Go-Live ...745
Part V: Appendixes A Case Study Answers ...775
B SAP Acronyms ...795 Index . ...821
Table of Contents
Introduction 1
Part I: Setting the Stage
1 What It Means to Implement SAP 13
Welcome to SAP Implementation . ...13
The Changing Business and IT Landscape...14
One-Stop SAP Shopping . ...14
An Unbiased View . ...15
Why Implement SAP: Enabling Innovation . ...15
Our Take on “Best Practices” ...17
Common Practices. ...17
The Four Priorities of an SAP Implementation ...17
A Primer on SAP AG and SAP . ...18
A History Lesson ...19
SAP Business Suite Components: The Big Picture ...20
How to Speak SAP: Terms and Terminology ...21
SAP NetWeaver: Enabling Business Solutions ...22
SAP Component Naming Conventions ...23
Roadmaps to SAP Implementation. ...23
Business Roadmap ...23
Technology Roadmap ...24
Project Management Roadmap ...25
Summary ...26
Case Study: Getting on the Same Page ...26
2 SAP Projects: Characteristics and Themes 29 What Does an SAP Implementation Look Like? ...29
SAP Implementation: It’s All About the Business ...30
Tactical Reasons for Implementing SAP . ...32
Strategic Reasons for Implementing SAP. ...33
Application Integration ...33
Improved Operational Reporting ...33
Improved Strategic Reporting...34
Flexible Business Process Support ...34
How SAP Has Benefited Customers in the Real World ...35
Project Management Considerations . ...36
Promoting Buy-in Throughout the Company ...37
Determining Realistic Service Levels. ...37
Estimating ROI Early in the Game. ...38
The Importance of a Methodology . ...39
Pinning Down the Initial Implementation Budget ...41
Establishing the General Structure and Roles of the Steering Committee...42
Pushing Business Unit Buy-in ...44
Identifying Major Milestones ...45
Architecture Considerations . ...47
SAP Enterprise Architecture Framework...47
SAP NetWeaver Platform . ...47
Technical Considerations and Constraints . ...49
The SAP System Landscape ...49
Giving Attention to Change Control...51
Establishing the SAP Support Organization...52
Less Than Successful SAP Implementations . ...52
Summary . ...54
Case Study: Assessing a Project’s Chances for Success ...55
3 Business Vision 57 Addressing Strategic Business Needs . ...58
Key Business Drivers ...60
Must Haves and More...60
Understanding Organizational Change Strategies . ...61
Lewin’s Unfreeze/Refreeze Change Model ...61
Burke-Litwin Organization Change and Performance Model ...62
Orlikowski and Hofman’s Improvisational Change Model for ERP ...63
Addressing Operational Strategy: Guiding Principles . ...64
Access Strategy ...65
Capacity or Applications On Demand Strategy...65
Data Services Strategy ...66
Information Technology Location Strategy ...66
Tackling Technology Strategy ...66
Summary . ...67
Case Study: A Business Vision Discussion...67
4 ERP Solution Vision 69 What Is an ERP Solution Vision? ...69
Business Impact. ...71
SAP Component and Other Considerations . ...74
SAP System Landscape Requirements ...74
Business Application Tenets . ...75
Marrying Solutions to Computing Platform Standards . ...76
SAP System Landscape Dimensions and Characteristics ...77
Simplifying Your SAP System Landscape ...78
High Availability and the SAP System Landscape ...79
Disaster Recovery Considerations . ...80
Addressing Training Requirements . ...80
The Performance-Driven System Landscape . ...81
Driving Scalability into Your System Landscape . ...82
The TCO-Driven System Landscape. ...84
Infrastructure Security Considerations. ...85
Manageability Considerations. ...85
The System Landscape and Accessibility . ...86
ERP Solution Vision and IT Outsourcing . ...87
Prerequisites of IT Outsourcing ...87
Potential Benefits of Outsourcing SAP Infrastructure...88
Shortcomings of Outsourcing in the Real World...89
Analyzing Outsourcing Versus Doing It Yourself...90
Hosting Providers for SAP...91
Summary ...92
Case Study: Developing Your ERP Solution Vision ...92
5 Financial Impact: Total Cost of Ownership 93 Analyzing Total Cost of Ownership ...94
How Solution Vision Drives TCO. ...96
The Impact of High Availability Requirements ...97
Disaster Recovery Requirements That Drive TCO ...98
Performance Requirements and TCO. ...101
How Scalability Impacts Total Cost. ...102
Other SAP Solution Vision Drivers. ...103
Lowering TCO Through the SAP Technology Stack . ...103
Standardization and Total Cost of Ownership ...104
Server Considerations . ...105
Disk Subsystem Hardware Dimensions . ...106
Operating System TCO . ...107
Relational Database TCO. ...108
SAP Application Layer Costs . ...109
Upgrading the Technology Stack . ...112
Other SAP Technology Stack TCO Considerations ...112
Contents vii
Lowering TCO Through People and Processes. ...113
Attracting and Retaining Support Staff ...114
Maintenance Costs . ...115
Financing Options . ...115
Operations and Systems Management Costs ...116
TCO Risk Factors. ...117
Summary ...118
Case Study: TCO and Risk Factors...118
6 Managing Knowledge and the Knowledge Repository 121 Establishing an Initial Knowledge Management Footprint ...121
Capturing Knowledge: The Knowledge Repository . ...122
Planning/Project Management Knowledge...123
Staffing Knowledge. ...123
Business Vision, Requirements, and Functionality Knowledge...123
Solution Vision and Application/Business Scenario Knowledge ...124
SAP System Landscape Knowledge. ...124
Installation and Configuration Knowledge . ...124
Knowledge Repository and Management Tools . ...125
Using SAP KM and the SAP Knowledge Warehouse ...125
Using SAP Content Server for Enterprise Knowledge Management...126
Using Third-Party KM Software Applications ...126
Using Popular Collaboration Tools ...127
Using Other Legacy KM Approaches ...127
Transferring Knowledge Throughout the Project...127
Summary . ...128
Case Study: KM Business Case Fundamentals...129
Part II: Getting Started 7 Project Management Checkpoint 1: Groundwork 133 Project Management Considerations ...133
Project Management Basics . ...134
Project Management Key Themes ...134
Project Management Process Groups ...136
Project Environment . ...137
Interpersonal Skills and Business Management Expertise ...139
Initiating Phase: Program Preparation . ...140
Choosing the Project Initiator or Sponsor...140
Developing a Project Charter ...140
Developing a Preliminary Scope Statement...141
Developing a Preliminary Project Budget . ...142
Planning Phase: Business Blueprint. ...142
Developing the Project Management Plan ...143
Addressing Scope Definition and Documentation ...144
Creating the Project Schedule . ...144
Establishing Project Standards . ...144
Validating the Project Budget. ...145
Creating a Communications Plan. ...145
Creating the Training Plan . ...145
Creating the Data Migration Plan. ...145
Creating the RICEF Plan. ...145
Executing Phase: Realization and Final Preparation . ...146
Managing Deliverables ...146
Reviewing Requested Changes ...146
Implementing Change Requests ...147
Performing Corrective and Preventative Actions ...147
Updating the Risk Management Plan ...147
Gathering Work Performance Information...147
Issue Management Systems ...147
Monitoring and Controlling Phase . ...148
Scope Verification and Scope Control ...149
Schedule and Cost Control . ...149
Quality Management. ...149
Performance Reporting. ...150
Stakeholder Management. ...150
Communication . ...150
Change Management and Control . ...151
Closing Phase: Project Closure . ...151
Summary . ...152
Case Study: Project Management Initial Checkpoint ...152
8 Building the SAP Project Management Office 153 Project Management Office Considerations ...153
Project Management Office Fundamentals . ...154
Creating the PMO...154
Program Management Elements ...155
Role of the PMO Within the Organization . ...158
Establishing a PMO Organizational Structure ...158
SAP PMO Project Portfolio Projects. ...161
Contents ix
Developing a PMO Charter ...161
Measuring PMO Effectiveness ...161
Staffing the PMO . ...162
PMO Roles...162
Assembling the PMO Team ...163
Linking the PMO to the Organization...163
SAP PMO Systems and Tools . ...164
Program Management Tools...164
Program Management Templates and Accelerators ...165
SAP Solution Manager . ...165
Summary ...166
Case Study: Structuring the PMO ...166
9 SAP Project Management 169 The Five Phases of SAP Project Management...169
Managing the Business Implementation. ...170
Managing Scope...171
Managing Business Expectations ...171
Managing the Technical Implementation...172
The SAP Project Plan. ...172
Project Preparation Phase ...172
Business Blueprint Phase ...176
Realization Phase . ...178
Final Preparation Phase . ...180
Go-Live and Support Phase ...181
Mapping SAP Project Phases to PMI Process Groups...181
Developing Project Management Discipline...181
Leveraging Lessons Learned. ...183
Summary . ...183
Case Study: Planning for an SAP Upgrade ...184
10 No Implementation Is an Island: Partners Required 185 Overview of Prospective SAP Partners . ...185
SAP Business and Application Partners ...186
SAP Technical Partners . ...188
SAP Project Management Partners . ...188
Finding the Right Partner. ...188
Other Partners and Vendors . ...190
Leveling the Playing Field: The RFI . ...190
Developing a Request for Information ...191
An Alternative to the RFI: Iterative Sizing ...192
Partner Selection Criteria...194
Here Come the Consultants! ...195
Quality of Deliverables ...196
Delivery Timeline . ...196
Naming Conventions ...197
Documentation Requirements and Standards ...197
The Kickoff Meeting ...197
Balancing Partners with Internal Resources . ...198
Training Your Own Staff: Intellectual Capital Versus Inexperience ...199
Hiring Consultants: Quality Versus Budget ...200
Consultants Versus Internal Resources in the Real World...201
Summary ...202
Case Study: Building the Partner Team ...203
11 Building the SAP Project Team 205 Steps for Project Team Success...205
Addressing Organizational Size and Agility ...206
Creating an Effective Team Structure ...207
Adopting a Change Model ...207
Addressing Project Team Design and Structural Evolution ...208
Facing Virtually Managed Project Team Challenges...209
Enabling ERP Effectiveness Through Process Orientation...210
Maximizing ERP Effectiveness in the Wake of Change ...210
Maximizing Effectiveness by Managing Cultural Change ...211
Empowering Team Members to Convert Vision into Reality . ...211
Project Team Leadership Implications . ...212
The Communication Plan: Networking for Success and Survival....212
Improving Organizational Decision Making Through Knowledge ..214
Staffing Key Project Positions and Subteams . ...214
The Role of the PMO ...215
The Program Manager Role . ...215
Project Executive Champion ...216
Building the Project Board . ...216
Building the Customer Board...217
The Breadth and Depth of the Business Team...217
The SAP Technical Support Organization ...218
An ERP Virtual Team Change Model...219
Real-World Organizational Examples . ...221
Summary . ...224
Case Study: Project Team Roles and Structures...225
Contents xi
12 Staffing World-Class SAP Project Leadership 227
Attributes of Effective Leaders ...227
An Introduction to Leadership Theory ...228
Authoritarian Leadership...229
Servant Leadership...231
Transactional Leadership ...232
Contingency Leadership...233
Transformational Leadership...234
Leadership Styles in the Real World of SAP . ...235
Modeling Ethical Leadership...236
Managing Diversity and Cultural Differences ...237
Leadership and Achieving Business Goals . ...238
Leadership and Motivation ...238
Leadership and Character. ...238
Understanding the Organization’s Leadership Needs...239
Developing Project and Personal Leadership Plans . ...240
Leadership Plans: Vision and Mission...240
Building an Effective Personal Leadership Plan...241
Implementing a Personal Leadership Plan ...242
Evaluating Leadership Styles: The Multifactor Leadership Questionnaire ...243
Real-World SAP Implementation Leadership: PM1 Versus PM2. ...244
Background Data on SapIT...244
Hiring and Transitioning PM1 ...245
Introducing PM2. ...246
How Culture and Diversity Impacted SapIT ...247
Leadership Development Failures ...247
Transformational Strengths and Weaknesses...248
Transactional and Laissez-Faire Strengths and Weaknesses...249
Strengths and Weaknesses Relative to Outcome Factors ...250
Modeling Transformational Leadership Within SapIT ...250
Assisting SapIT in Achieving Its Business Goals and Objectives ...251
Conflict Resolution and Other Organizational Considerations ...252
Additional Strengths and Vulnerabilities ...253
SapIT Outcome and Summary ...253
Summary ...254
Case Study: ERP Program Management Needed ...254
13 Staffing the SAP Business Teams 257
Best Practices for Building the SAP Business Teams. ...257
Find Your Visionaries...258
Find Your Talent . ...258
Business Team Roles...259
Executive Level ...259
Management Level ...259
Subject Matter Experts...260
SAP Business Team Staffing ...261
Organizing Your SAP Business Teams ...262
Integrating for Success...262
Organizing for Decision Making ...263
Maintaining Balance. ...264
Staffing Observations and Lessons Learned . ...264
Obtaining Top-Down Buy-In...264
Providing Clear Job Definitions . ...265
Communicating Regularly with the Business Team ...265
Establishing Work Time Expectations...265
Reviewing Business Team Realities...266
Summary ...267
Case Study: Building the Best SAP Business Team ...267
14 Staffing the SAP Technical Support Organization 269 Introduction to Staffing the SAP TSO ...269
Jobs and Tasks of the SAP TSO . ...271
Senior SAP Basis Specialist ...271
Operating System Specialist for SAP ...272
SAP Front-End Deployment Specialist ...272
SAP Data Specialist . ...273
Traditional Approaches to Staffing the SAP TSO ...273
The Rapid Deployment Approach to Staffingan SAP TSO...275
Best Practices for the Rapid Deployment Approach ...275
Steps of the Rapid Deployment Approach. ...277
Key Interview Techniques and Approaches . ...282
Bringing New SAP TSO Staff On Board . ...285
Internal Transfers...286
External Consultants and Contractors...286
External Employee New Hires ...288
The New Hire’s First Week...289
Summary ...290
Case Study: Addressing a Key SAP TSO Gap ...290 Contents xiii
15 High Availability Considerations and Solutions 291
Introduction to Availability. ...292
Availability, Reliability, and Fault Tolerance ...294
Causes of Downtime. ...295
Similarities Between HA and DR ...296
Differences Between HA and DR ...297
Determining HA Requirements—The “Nines of Availability”...298
Single Points of Failure ...299
SAP Data Center Infrastructure SPOFs...300
Power Considerations...300
Network Infrastructure . ...301
Rack Infrastructure in the Real World...303
The Ultimate SPOF—The SAP Data Center...304
Server and Operating System SPOFs. ...305
Maximizing HA Through Backup and Recovery Systems...306
Increasing HA Through Clustering . ...306
Database SPOFs . ...307
Standby Database and Log Replication Solutions ...308
Oracle Standby Database . ...308
Oracle Advanced Replication . ...309
Oracle Real Application Clusters . ...309
Oracle Failsafe with Microsoft Windows Cluster Services ...310
Oracle Streams . ...310
Microsoft SQL Server Clustering . ...310
Microsoft SQL Server Replication. ...311
SAP Application SPOFs. ...311
Clustering SAP Components in General...312
SAP Enqueue Replication Server. ...313
Specific SAP Components’ SPOFs. ...313
Functional and Application-Layer SPOFs. ...315
Summary ...316
Case Study: Assessing SAP High Availability...316
16 Disaster Recovery Considerations and Solutions 317 Recovering from Minor DR Issues ...317
Recovering from More Severe DR Issues ...319
Recovering from Major Disasters. ...321
Data Center Strategies for Dealing with Disasters ...322
Dual Data Centers and Virtualization...323
Traditional DR Hosting Facilities and Other Approaches...324
Contents xv
Disaster Recovery Best Practices . ...325
SPOFs Beyond the SAP Technology Stack ...327
The Disaster Recovery Crash Kit ...328
Testing the Disaster Recovery Process ...330
Tactical Methods of Increasing Disaster Recoverability ...332
Strategic Methods of Increasing Disaster Recoverability ...333
Sample Failure Scenarios: Evaluating Your Firm’s Recoverability ...334
Avoiding High Availability Pitfalls in the Real World ...336
Summary . ...339
Case Study: Addressing DR Gaps. ...339
17 Availability and Recoverability: Organizational Factors 341 Organizational Decisions Affecting Availability ...342
Organizational Design and Backup Considerations ...344
Support and Project Teams...345
Communication Strategy . ...346
Career Development and Training...347
Staffing and Shared Services...348
People SPOFs: Lessons Learned ...349
The Disaster Recovery Organization . ...350
Where Process and People SPOFs Intersect ...351
Knowledge Management Process and People SPOFs ...352
Change/Release Management Process and People SPOFs...353
Systems Management Processes and People SPOFs ...354
Capacity Planning Process and People SPOFs. ...355
Load Testing Process and People SPOFs . ...356
High Availability Failover/Failback Processes and People SPOFs . ...357
Backup/Recovery Processes and People SPOFs. ...358
Server and SAN Build/Deployment Processes and People SPOFs ...359
Real-World People-Related Availability Best Practices...360
Summary . ...361
Case Study: The Impact of People and Process on DR . ...362
18 Introduction to SAP Platform Sizing 363 The SAP Sizing Process...363
SAP Sizing Terminology . ...365
Users...366
Introduction to SAPS ...367
Tiers...368
Scale-Up and Scale-Out Configurations ...369
High Availability, Reliability, and Fault Tolerance...370
Sizing the Installation. ...372
SAP QuickSizer ...372
Limitations of the QuickSizer Approach...373
The Questionnaire ...374
Obtaining Vendor SAP Sizing Questionnaires. ...375
Using SAPS Values ...376
CPU, Memory, Disk I/O, and Networking Performance...377
Operating Systems . ...377
Database Versions . ...378
Fostering Apples-to-Apples Sizings...378
Production System Sizing Rules of Thumb ...379
Understanding Different Sizing Methodologies. ...380
New Instance Sizing ...381
Post-Go-Live Resizing . ...381
Predictive Modeling for Precision Sizing ...382
Summary ...383
Case Study: Resizing at a Subsidiary...383
19 Conducting the SAP Platform Sizing Process 385 Analyzing System Requirements ...385
The Requirements Document and Supplementing with SAP QuickSizer..386
The Requirements and Sizing Review Team. ...387
Management, SAP Architecture, and Functional Needs ...387
Third-Party Software . ...388
Database and SAP Basis Administration . ...388
Data Center and Systems Administration. ...389
Help Desk Factors . ...390
Team Factors and Representation. ...390
RFPs, Vendor Questionnaires, and More . ...390
Sending Out Requests for Proposal ...391
The Vendor Questionnaire . ...391
Presizing Conference Call. ...392
The Vendor-Driven Sizing Approach ...393
The Sizing Proposal Review Process . ...395
Conducting a Detailed Sizing Review ...396
Verifying SAP Support for Architected Solutions...396
Verifying the Risk of the Proposed Solution...397
Verifying SAP Production References ...397
Revising Total Cost of Ownership Numbers ...398
Selecting Core SAP Technology Stack Partners ...398
Evaluating Specialized Technology Stack Vendors ...399
Contents xvii
Holding SAP Infrastructure Planning Workshops . ...399
Day One: Setting the Big Picture...400
Day Two: Building a Timeline. ...401
Day Three: Assigning Resources . ...403
Summary ...404
Case Study: Sizing for SAP Upgrade and Consolidation...404
20 Training SAP Staff 407 Introduction to SAP Training . ...407
Who Needs Training? ...408
Timing Is Everything ...411
Training and the Role of the SAP System Landscape. ...412
Leveraging the Technical Sandbox...413
Using the Development and Business Sandbox Systems ...414
Wringing All the Value Out of a Training System ...415
Training to Support Your Unique SAP Technology Stack ...415
Approaches to SAP Training . ...416
Formal Classes and Courseware ...417
Onsite Training Workshops...419
Creating and Delivering Custom Training Curriculum...420
SAP Knowledge Warehouse ...421
Using SAP NetWeaver for Enterprise Knowledge Management ...422
Other Computer-Based and Online Training ...423
SAP TechEd and Similar Venues ...423
Creating “Cookbooks” from Product Documentation and User Manuals ...424
Feedback Loops: Improving the Value of Training ...427
Functional and Development Consultants...427
SAP Technical Consultants . ...427
Other SAP Infrastructure Roles. ...428
SAP Operations/Help Desk . ...429
Additional SAP Support Specialists . ...429
Certification Programs. ...429
Summary ...430
Case Study: Training Technical Staff ...430
21 Developing the SAP Data Center 433 Introducing the SAP Data Center . ...433
First Things First—Standardization . ...435
Data Center Physical Requirements ...437
Power Requirements ...438
Rack Planning for Data Center Resources . ...443
Rack Layout and Design Considerations . ...443
Optimizing Rack Real Estate. ...445
Rack Mounting and Related Best Practices . ...446
Cabling and Cable Management. ...447
Network Infrastructure for SAP. ...448
Firewalls, Ports, and Other Network Concerns. ...449
Network Fault Tolerance. ...450
Server Preparation . ...452
Optimum SAP Server Configuration Best Practices . ...452
SAP Server Configurations in the Real World. ...455
Blades . ...455
General Storage Considerations . ...456
Special Considerations for Storage Area Networks . ...456
SAP/SAN Best Practices and Observations...457
Leveraging Storage Virtualization . ...458
Options in the Virtual Array . ...459
On the Road to Implementation. ...460
Testing the System in the Technical Sandbox . ...460
Managing the Development System . ...461
The Green Data Center...461
Summary . ...462
Case Study: Data Center Facilities ...463
Part III: SAP Realization/Functional Development 22 Project Management Checkpoint 2: Revisiting Key Artifacts 467 Revising Your TCO Analyses...467
Revising Your Solution Implementation Plan of Record ...470
Revisiting Your Staffing Plan . ...470
Amending Your SAP Implementation Budget...471
Ramping Up and Resourcing the SAP Help Desk...472
Staffing the SAP Help Desk...473
Addressing Real-World Call Fluctuations. ...474
Training the SAP Help Desk ...474
Preparing the SAP Help Desk ...475
Managing End-User Perceptions ...476
Exploiting Cost Management Opportunities . ...476
Employing Standard Activity Assessment Processes ...476
Leveraging Lessons Learned . ...477
Summary ...477
23 Preparing for SAP Component Installations 479
Planning for SAP Infrastructure. ...480
Developing a Master Plan with SAP’s Master Guides ...481
Installation Guides and SAP Notes...483
Planning for System Variants . ...484
Considering Heterogeneous Landscapes . ...485
Standalone Engines . ...486
Unicode or Non-Unicode . ...486
Building Your SAP Infrastructure. ...487
The Network Planning Process...487
Storage Area Network Planning . ...488
Windows File System Preparation ...490
Linux with HP Serviceguard Preparation ...490
Network File System Preparation . ...491
Choosing a Server Naming Convention ...493
Installing and Configuring the Operating System. ...493
Operating System: 32-Bit or 64-Bit? ...494
System Drive . ...495
Windows OS Configuration Guidelines...496
Creating OS Users and Groups. ...498
Installing the Database Software . ...499
Microsoft SQL Server ...500
Oracle Database . ...501
Additional Installation Requirements . ...501
SAP Solution Manager Key ...502
Java Runtime Environment. ...502
Managing CD/DVD SAP Media ...503
Prerequisite Checklists . ...504
Checklist for Windows ...504
Checklist for Solution Manager on Linux ...505
SAPinst—The SAP System Landscape Installer. ...505
Running SAPinst ...506
Navigating SAPinst . ...506
Summary ...507
Case Study: Installation Preparation ...507
24 Installing SAP NetWeaver Components 509 NetWeaver Overview ...509
Application Platform ...510
Installable Software Units...512
Open Integration Platform ...512
Installing NetWeaver ...512
Contents xix
Example IT Scenario—Business Planning and Analytical Services ...514
Installing the ABAP Application Server. ...515
Installing the Java Application Server . ...517
Installing Application Server ABAP+Java. ...519
Installing SAP NetWeaver Portal. ...520
Installing SAP Business Warehouse . ...521
Installing SAP Process Integration . ...522
Finalizing Other NetWeaver Post-Installation Tasks . ...522
Accessing the Application Server ABAP ...522
Accessing the Application Server Java. ...523
Accessing NetWeaver Portal (Usage Type EPC and EP) ...523
Setting Environment Variable CPIC_MAX_CONV ...523
Performing Post-Installation Steps for Usage Type PI...523
Performing Post-Installation Steps for Usage Type EP...524
Running the Configuration Wizard (AS Java, BI Java, and PI)...524
Establishing SAP Printing . ...524
Summary ...525
Case Study: Implementing a Sandbox ...526
25 Installing SAP Business Suite Components 527 SAP Business Suite Installation . ...527
SAP SRM Deployment Options and Installation ...529
SAP CRM Software Components. ...529
SAP SCM Software Components . ...530
Installing Other Components and Products . ...531
SAP Product Lifecycle Management...531
cProject Suite . ...531
Standalone Engine Options. ...532
Installing the SAP ERP Core Component...532
Performing an Oracle-for-SAP Installation . ...537
Addressing General SAP Post-Installation Tasks. ...538
Summary . ...543
Case Study: Installing SAP ERP 6.0. ...543
26 Functional Development 545 An Overview of Functional Development ...545
SAP Components and Modules . ...546
Common SAP ERP Modules ...546
Other SAP ERP Modules . ...547
Translating Business Vision into Business Processes ...548
Converting Business Processes into SAP Functionality. ...550
Functional Development Tools and Approaches . ...553 SAP Configuration ...553 SAP Customization ...554 Organizing for Development...558 Development Best Practices ...560 Functional Development Lessons Learned...561 Summary . ...563 Case Study: Starting the Realization Phase ...563
27 Functional Configuration Change Control 565
Goals of Functional Configuration Change Control ...565 Change Control Tools. ...566
Change Control Management Tools ...566 Electronic Signature Tools . ...567 SAP Enhancement Tools . ...567 Document Management Tools . ...568 Issue Management—SAP Notes and the Knowledge Repository ...568 SAP GoingLive Check Tool. ...568 Data Loading Tools ...569 General Scripting and Testing Tools...569 WinShuttle . ...569 The Change Control Board...571 The SAP Change Control Manager’s Role ...572 SAP Application Layer—Transport Strategies and More ...573 The Process or Workflow of Implementing Change ...574 Summary . ...576 Case Study: Meeting with the SAP CCM. ...576
28 Functional, Integration, and Regression Testing 577
Introduction to CATT, eCATT, and LSMW...578 Three Types of Business Process Testing...580
Timing Business Process Testing...581 The Critical Nature of Functional Testing ...582 The Real Value in Integration Testing...583 The Impact of Regression Testing ...584 Functional Versus Stress Testing and Recovery Testing ...585 Approaching Business Process Testing . ...585 Third-Party Tools and Other Resources...586 SAP eCATT Differentiators. ...587 Additional People Considerations. ...588 Process Overview, Constraints, and Issues...589 Other Areas of Impact . ...590
Contents xxi
Executing Business Process Testing . ...590 Using the Test Workbench ...591 Tracking Data During Test Execution ...591 Post-Execution Tasks. ...592 Compressing the Testing Phase in the Real World ...592 Using Testing to Support SLAs in the Real World ...593 The Weakest Link: Having Too Few Resources ...593 Summary ...594 Case Study: Building an SAP Test Tool Portfolio...594
29 Advanced Concepts: Unlocking SAP with SOA and Web Services 595
What Is SOA? ...595 The Opportunities and Challenges of SOA ...597
Opportunities and Benefits of SOA ...597 Challenges for SOA Realization. ...598 SOA Technology...599 Application Server and .NET CLR ...600 Enterprise Service Bus . ...600 Service Registry and Repository . ...600 Unlocking SAP Functionality...601 Application Connectivity Using BAPI and a Web Service ...601 Process Integration Using SAP NetWeaver . ...601 SAP eSOA, ESR, and the ESC . ...603 Ensuring Success with an SOA Center of Excellence . ...604 SOA COE Prescription for Success...604 Details of the SOA COE Roadmap ...605 Real-World SOA Case Study: HP ...605 Final Thoughts on SOA for SAP...607 Summary . ...607 Case Study: Introducing SOA at HiTech, Inc. ...607
Part IV: Planning for Go-Live
30 Project Management Checkpoint 3: Project Team Retention 611
Setting the Foundation: Leadership and Behaviors . ...611 Intellectual Stimulation...612 Inspirational Motivation ...612 Individualized Consideration...613 Understanding Support Staff Personalities. ...613 Project Workers: Motivated to Achieve...614 Steady-State Workers: Keeping Things Running...614
Keys for Retaining Employees . ...615 Understanding Team Motivation ...616 Offering Competitive Pay. ...616 Communicating Regularly and Meaningfully ...617 Recognizing and Praising Team Members...618 Providing Performance and Other Incentive Bonuses...619 Supplying Training and Career Path Opportunities ...620 Compensation Alternatives in the Real World ...621 Summary . ...623 Case Study: Retaining Key Team Members ...624
31 SAP Infrastructure Operational Considerations 625
Printing and Faxing Considerations. ...626 Printing Strategy ...626 The Adobe Factor. ...628 Faxing Options ...629 SAP Security and Authorizations Management . ...631 Managing Users ...632 Managing Roles ...633 Identity Management ...635 Archive Considerations in the Real World. ...635 Archiving Technology ...635 Archiving Strategy . ...636 Additional Operational Considerations Prior to Go-Live . ...637 Using SAP System Copy ...637 Managing Client Data . ...638 Summary ...639 Case Study: Operational Management ...639
32 SAP Infrastructure and Platform Testing 641
The Goals of Infrastructure Testing ...641 System-Level Stress Testing and Pretuning...643 Server Hardware and OS Testing . ...644
MCS CPU Benchmark...644 N-Bench . ...644 CPUBENCH. ...645 Disk Subsystem and Database Testing. ...646 SQLIO...647 Iometer. ...649 NTIOGEN ...649
Contents xxiii
IOzone...649 Windows Utilities ...650 Network Infrastructure Testing...651 SAP Failover and Other HA/DR Infrastructure Testing ...652
Additional Disk Subsystem Testing ...652 Microsoft Cluster Testing. ...652 Testing Tools in Action—Server Comparison...654 Summary . ...655 Case Study: Infrastructure Testing . ...655
33 SAP Load and Stress Testing 657
Key SAP Stress-Testing Considerations . ...657 Analyzing Online Users and Batch Processes ...658 Understanding It’s All About the Data! . ...659 Updating Your Project Plan . ...660 Differentiating Between Load, Volume, Stress, and Smoke Testing ...663 Testing SAP Components: Basic Methods . ...664
Using the SAP Standard Application Benchmark ...665 Where SAP eCATT Fits In . ...665 Using SE38 for Cross-Application Stress Testing...666 Real-World Preparation and Script Development . ...666 Stress Test Client Infrastructure...668 Creating Administrative and Other Utility Scripts ...668 Logging In and Ramping Up...669 Collecting Statistics . ...670 Logging Out—Gracefully Ending Your Test Session ...671 Additional Scripting Tips and Tricks ...672 Stress Test Execution During Test Week . ...675 Final Preparations Before Test Week Commences ...676 Leveraging Your Testing Tools . ...676 Monitoring the Stress Test via SAP Transaction Codes...676 Using Test Output for Continuous Improvement ...677 Additional Stress-Testing Goals . ...678 Playing “What If” ...679 Testing the Failover Process...679 Ramping Up to Excessive Loads...680 Extracting the Last Drop of Value Out of Testing...681 Other Stress-Testing Lessons Learned in the Real World ...682 Summary . ...684 Case Study: Developing a Stress Test Plan. ...684
34 Technical Change Control 687
Change Management Mentality...687 The Real Reason for Managing Change—Stakeholders ...690 Change Management Best Practices...691
Minimizing Change Management with Standards...692 The Core Philosophy Behind Change Control—Testing...693 How Documentation Impacts Change Management ...694 The Release Strategy Approach to Making Changes. ...695 Communication Plan . ...698 Change Control Tool Sets and Approaches . ...699 Feedback—Improving Change Management Incrementally ...700 Managing the Wide-Ranging Effects of Change Control . ...701 The SAP System Landscape ...701 The Phases of SAP Implementation ...701 The SAP Technology Stack . ...703 Filtering the SAP Computing Platform ...704 Organizing and Planning for Technical Change. ...707 Change Management Review Board ...708 Change Management Manager . ...709 Senior Technical Change Management Specialist ...710 Change Management Lessons Learned . ...711 Summary . ...714 Case Study: The CM Manager . ...715
35 SAP Systems and Operations Management 717
What Is the SAP Operations Manual? . ...718 Documenting Your Current State...719 Documenting Daily Operations and Installation Procedures ...720 Documenting Other Regularly Scheduled Procedures...722 Developing Process or “How To” Documentation ...723 Considering Documentation Best Practices ...723 Systems Management Techniques for SAP . ...724 Leveraging CCMS for Manual Processes and Checklists ...725 Automating CCMS Data Collection Processes . ...726 Using CCMS, Transactional Monitors, and CEN . ...727 Using SAP Solution Manager. ...728 Deploying Other Tools and Utilities . ...729 Preparing to Pilot a Systems Management Application. ...729 Developing the Systems Management Subteam...730 Defining Requirements. ...731 Exploring Real–World Systems Management Challenges...732
Contents xxv
Reviewing In-House Systems Management Solutions . ...732 Creating a Short List of Prospects . ...733 Evaluating Enterprise Systems Management Applications . ...735 Reviewing BMC Solutions for SAP . ...736 Deploying HP Solutions for Managing SAP ...736 Considering IBM Availability Center for SAP ...738 Reviewing Enterprise Management Applications and Lessons
Learned ...738 Additional SAP Management Tools and Approaches...739
Deploying Hardware Management Tools and Utilities...739 Employing Operating System Management Utilities ...741 Drawing Upon Database Management Tools . ...741 Extracting More Value from SAP Solution Manager...742 Using the SAP Note Assistant . ...743 Summary ...744 Case Study: Delivering a Systems Management Best Practices Workshop 744
36 Preparing for SAP Go-Live 745
The Cutover Plan ...745 Preparing for Technical Go-Live ...748
SAP GoingLive Check and Other Review Processes...748 SAPGUI Rollout Mechanism. ...749 Setting Up Batch Housekeeping Jobs . ...749 Final System Updates and Review. ...750 Locking Down the System. ...751 Preparing for the First Change Management Package. ...751 Final Administrative and Technical Details . ...752 Refining Backup and Restore Processes...752 Documenting Output Management Processes...753 Tweaking Your Systems Management Approaches ...753 Managing the SAP Enterprise . ...754 Determining Key Performance Indicators. ...754 Tracking System Performance . ...756 Managing Company Records . ...757 The Changing Role of the SAP TSO . ...757 Reaching Maturity: New Responsibilities and Roles...757 Shifting Focus to Support/Maintenance . ...758 Beyond Go-Live: The SAP COE . ...758
Last-Minute SAP Operations and Help Desk Preparation . ...759 Final Preparations ...760 Updating Installation Documentation...760 Updating Process Documentation: Run Books ...761 Addressing Future Service and Support. ...762 Developing Worthwhile Support Agreements ...762 Leveraging Joint Escalation Centers. ...763 The First Week of Go-Live ...765 Monitoring During Go-Live Week ...765 Planning for Feedback and Continuous Improvement ...767 Completing a Post-Implementation Evaluation ...769 Bestowing Proper Congratulations. ...769 Summary ...770 Case Study: The Cutover Plan ...771
Part V: Appendixes
A Case Study Answers 775
B SAP Acronyms 795
Index 821
Contents xxvii
George W. Anderson is the Chief Strategist for EDS, an HP Company, providing enter-prise applications, thought leadership, and strategic direction on behalf of the Office of the CTO. An avid writer, technologist, student, and speaker, George lives near Houston, Texas, with his wife and three children. George is a certified SAP Technical Consultant, PMI PMP, HP Master ASE, and more, and holds one of several technical editor positions for SAP Professional Journal. An SAP consultant for 12 years and IT professional for more than two decades, George has had the privilege of working on numerous implementa-tions, upgrades, computing platform migraimplementa-tions, infrastructure refresh and performance optimization projects, and other enterprise consulting engagements. You can reach him at george.anderson@hp.com.
Charles D. Nilson, Jr., is a Senior Program Manager for EDS, an HP Company. Charles lives near Chicago, Illinois, with his family and has held various SAP project manage-ment, program managemanage-ment, and consulting roles. Across a 14-year SAP career, Charles has had the pleasure of working on numerous projects and programs, managing multicul-tural teams and supporting scores of successful SAP implementations across four conti-nents. With industry knowledge spanning electronics, consumer products,
pharmaceutical, and discrete manufacturing companies, Charles is a PMI PMP and is SAP Partner Academy certified in MM and PP. He also holds a Certificate in Integrated Supply Chain Management from MIT and a bachelor’s of science in business administration from Elmhurst College in Illinois. An avid sportsman (favorites include kayaking, golfing, hunting, and camping), you can contact Charles at charles.nilson@hp.com.
Tim Rhodes is a Senior Technical Consultant for EDS, an HP Company. He resides in Houston, Texas, with his wife and three children and enjoys reading and conquering steep learning curves. Tim is an eight-year Basis and SAP infrastructure veteran focused on implementing, migrating, and upgrading SAP components and has been working in the information technology field for more than 17 years. An SAP-certified Technical Consultant, Oracle Certified Professional, Microsoft MCSE, and HP Master ASE, Tim recently received his MBA and is a coauthor of the popular Teach Yourself SAP in 24 Hours,
Third Edition. You can reach him at tim.rhodes@hp.com.
Andreas Jenzer is a Principal Consultant with 11 years of SAP experience spanning the entire SAP systems lifecycle. A proud recent father of twins, Andreas consults to executive-level technology leaders on behalf of HP. He currently focuses on Business Technology Optimization solutions for SAP environments. Andreas is a graduate engineer in informa-tion technology and holds a master’s degree in service management. Andreas and his family reside in Boulder, Colorado; he may be reached at andreas.jenzer@hp.com.
Sachin Kakade is a Senior Solution Architect and Functional Consultant for HP specializ-ing in enterprise applications such as SAP. He has 17 years of total experience with the manufacturing industry and with SAP implementations, specializing in Supply Chain Management, Business Intelligence, and ERP solutions. Sachin is a certified SAP PP and SAP APO Demand and Supply Planning consultant, and he has provided application configuration, business process reengineering, and architectural solutions for more than a dozen customers. He holds a Bachelor’s in Mechanical Engineering from the University of Pune and a diploma in Business Management. Sachin is an outdoor enthusiast and engages in a variety of activities, such as painting acrylic landscapes, playing soccer, and hiking with his family. He can be contacted at sachin.kakade@hp.com.
Jeff Davis is an Independent Enterprise IT Architect and SAP Basis Consultant who lives in Houston, Texas, with his wife and son. With 15 years in information technology and more than 10 years specializing in SAP, Jeff has worked as a Senior Basis/NetWeaver Architect on large SAP implementations throughout the United States, including interna-tional and public sector projects. While SAP consulting is his career, Jeff will tell you that his real passions are knowing Christ more and enjoying time with his family. You can reach Jeff at jeff.davis2@hp.com.
Dr. Parag Doshi, Heather Hillary, Veeru Mehta, and Bryan King contributed signifi-cantly to SAP Implementation Unleashed as well, sharing their unique expertise and experi-ence in SAP-related fields as diverse as SOA, project leadership, functional configuration, sizing/architecture, enterprise applications implementation preparation, achieving opera-tional excellence, and more. As seasoned consultants, practice principals, and project managers, their real-world implementation lessons learned added a valuable “in the trenches” dimension to SAP Implementation Unleashed.
About the Authors xxix
George: I dedicate this book to my family—to my wife and children,
mom and dad, brothers and sister, and church family, thank
you for your encouragement and love.
Charles: I dedicate this book to my family and circle of friends…
especially to my wife and best friend, Margie.
Tim: To my wife and family, thank you for your
patience, love, and support.
Andreas: To my wife, family, and friends, Thomas and Michel.
Sachin: To my mom and dad, for all their contributions to
my life, and to my wife and my son for your patience, love,
and encouragement.
Jeff: To my wife, Mandi, and my son, Ealon. Thank you
both for all the joy you bring to my life.
Acknowledgments
From George: Thank you, my Lord and Savior, for giving me yet another opportunity to do what I love to do with my friends and colleagues—Your continual blessings and answers to prayer never cease to amaze me. And a big thank you to Tim Rhodes, Jeff Davis, Sachin Kakade, Parag Doshi, AJ Whalen, and especially Charles Nilson, Jr. for jumping in and addressing critical last-minute needs during the development of this book. You guys are pretty awesome as well!
From Charles: Thank you Lord, for providing me the opportunity to work with a gifted group of colleagues in this collaboration. George Anderson, thank you for the opportu-nity to participate in this project, and many thanks to my family, old and new friends, and colleagues who have sustained and encouraged me in this and other endeavors. Finally, to my bride Margie, thank you for traveling the world with me and for the time to pursue this book project.
From Tim: Thank you my friends and colleagues, especially John Dobbins and John Murdock, for supporting and challenging me over the years, and my family for their patience while I took time from them to work on this and other projects. A special thanks to George Anderson for all the support he has offered both while writing this book and throughout my career.
From Andreas: George Anderson, thank you for the great opportunity to coauthor yet another book. And to my family, thank you for the time to make this book a reality.
From Sachin: Thank you to my Lord and Savior for all of the blessings He continues to provide, to my wife for her patience and support, and to George Anderson for providing me with this opportunity to co-author my first book.
From Jeff: I am continually humbled and amazed at the blessings of serving a loving God. He has favored me with family, friends, and opportunities beyond my wildest dreams!
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Introduction
I
mplementing SAP has always been about transformation, or letting go of old ways of doing things in favor of something newer and better. Transformation goes beyond the incremental changes an organization might adopt as it seeks to change. Instead, transfor-mational change is synonymous with revolutionary, rather than evolutionary, change. It’s about turning the corner, getting over the hump, or making the leap to a better place. Is it painful? Nearly always. Is it worth it? With a number of exceptions, the answer is nearly always yes. Implementing SAP is one of the few broad transformations that can take not only a business unit but an entire company to the next level, to a place where better information is delivered more quickly, better decisions are made, and ultimately an increased return on information (an old SAP adage that continues to be validated by thousands of SAP’s customers) is realized. The trick is doing it right.Doing It Right
The pain associated with an SAP implementation comes from several different places. End users will be changing both their tools and the way they work. Managers and other deci-sion makers will be changing processes with which they’ve grown comfortable over the years. Better information will drive these new processes faster, too, bringing with them a different set of issues. And behind all of this, IT organizations will find themselves deploying and managing the most critical suite of companywide business applications they’ve ever seen. All this change is akin to growth; awkward crawling and hesitant walking at first, followed by a bit of stumbling and a certain amount of falling and getting back up again. Like learning to walk, implementing SAP comes with its share of bruises. Persistent organizations will get through this and see themselves grow more resilient, more self-aware, and ultimately less like the old organization. There’s almost no way around all of this; transformational change has great upside down the road but is painful nonetheless.
What if you had a guide, though? Someone who had already navigated these waters and walked these paths? Wouldn’t such a thing be worthwhile? Wouldn’t a book authored by 10 SAP project managers, functional consultants, and technologists with more than a century of combined experience go a long way toward giving you the peace of mind you need on this journey?
That’s where we come in. Our goal is to outline the business, technical, and project management roadmaps necessary to successfully plan for and complete an SAP imple-mentation, and then fill in all the important gaps. We want you to be able to draw upon a deep pool of experience and lessons learned, comfortable in the knowledge that you not only are in good hands, but are also obviously not the first to attempt an SAP implemen-tation. Through this book, you will crawl, walk, and run in record time. You’ll make fewer
missteps and ultimately cross the finish line closer to budget and your timelines than you ever could have solo. There will still be the underlying discomfort of change, but in retro-spect you’ll find that your journey has been a whole lot less painful than it might have been. And you’ll find that you not only did more with less, but did better (than your competitors!) with less, as explained next.
Doing It Better
One of the obvious facts about implementing SAP nowadays is that you’re not alone. Upward of 95% of Fortune 500 companies have introduced SAP into their enterprises, as have more than 47,000 other businesses. SAP is everywhere, helping companies change the way they do business, essentially changing their world. Additionally, the information technology underpinning SAP has transitioned from a supporting role (1980s) to some-thing that provides competitive advantage (in the 1990s), to somesome-thing that also extends where and how business is conducted (2000s). Today, our information technologies are taking us to yet another place, a place where IT and the business are so intertwined and interconnected that IT is the business, and the business is IT.
None of this is a big secret. Truth be told, in such a me-too world, the increased innova-tion you might have been sold on relative to adopting SAP might turn out to be less of a competitive advantage than you thought. More likely, bringing in SAP and other enter-prise applications nowadays will only bring you up to par with the bulk of your competi-tors. Enterprise Resource Planning (ERP) solutions in particular are less often the
innovative game-changers of years past but rather, for many, have become the required investment necessary to merely re-level the playing field.
So, to be most effective, and to really raise the bar compared to your competitors who have already introduced SAP into their environments, you will need to do it better than them. You’ll need to innovate beyond the business innovation that comes with imple-menting SAP’s business scenarios and well-integrated applications. Through the very way you deploy SAP and prepare your teams to manage, use, and maintain SAP post go-live, you must find ways to innovate. You’ll need to innovate on all fronts, from the way you conduct business, to technical and technology matters, process matters, and even project management approaches and methodologies; it’s these innovations that together will fuel your ascent a rung or two higher than your competition.
Implementing SAP is a ton of work, to be sure. We’ll help you consider and explore potential innovations at every step along the way. We’ll teach you how to boldly sidestep incremental change in favor of strategic revolution—where it makes sense. We’ll tell you what your competitors have already done and explain how you can do the same thing better, faster, and cheaper. Beyond this, we’ll show you how to gain a competitive edge in the process—how to leapfrog your competitors in ways that really make a difference. They might talk of one day achieving operational excellence, but you’ll implement processes, models, and toolsets that set the stage for not only achieving it today but reducing ongoing costs and risks in the process. They will speak of creating a custom application
that somehow differentiates their business from others, but you will transform your busi-ness by adopting best and common busibusi-ness practices to deploy an integrated and accessi-ble set of systems that capitalizes on your unique intellectual property.
Furthering our efforts to help you leapfrog your competitors, we will give you actionable advice and real-world insight spanning everything from project management method-ologies to leadership styles, the pending impact of “mega trends” such as green IT, service-oriented architectures (SOAs), virtualization strategies, automated systems management approaches, compelling computing platform refresh strategies, social networking leverage, and more.
How will you innovate? The answer depends on the role you play in your SAP implemen-tation. No role is without opportunity for innovation. For example:
. IT architects will be called upon to design systems and solutions that meet business and IT agility needs at a reasonable total cost of ownership (TCO).
. Business process owners need to rethink how the company does business, leveraging best and common practices, templates, and approaches in the process.
. Developers and functional experts must deliver innovative solutions and
approaches, creating an agile enterprise based on a balance of both new and time-tested tool sets.
. Organization designers need to work with management and delivery teams to design a purposeful post-go-live organization enabled through automation, creating lean, dynamic, and well-communicating organizations capable of rapidly achieving incremental operational excellence.
. Infrastructure teams need to deploy SAP’s business applications and underlying NetWeaver technologies in such a way as to pull costs out of IT, thus freeing budgets enough to become nearly self-funding.
. Desktop support teams need to quickly assess their current state of affairs and inno-vate through streamlined SAPGUI deployment along with incorporating Citrix-based or SAP’s WebGUI-Citrix-based user interfaces.
. Existing IT shops may find it necessary to innovate in terms of the very platforms deployed for mission-critical enterprise applications, leveraging platform migrations and new technologies to transition to more strategic or cost-effective platforms.
. Job scheduling teams might find it necessary to innovate how batch processing is conducted, pulling in third-party scheduling tools that represent yet another way to innovate and create a more agile business solution.
. IT operations teams must draw upon tools they have and new SAP-aware systems management applications to create an automated just-in-time monitoring system capable of truly delivering on a single-pane-of-glass, management-by-exception vision, stabilizing headcount while simultaneously freeing up employee bandwidth in the process.
Introduction 3
. Executive leadership and first-line management must actively and broadly encour-age behaviors that build a work culture that’s effective, rewarding, and “contagious.”
To this last point, contagious cultures and organizations share a number of attributes. They’re seen as outstanding places to work, and therefore draw in talent from the
company’s internal employee pool. Because of this, contagious cultures and organizations suffer little from retention problems. They’re naturally innovative, spawn new opportuni-ties for growth, lead the larger organization in terms of adopting and successfully embed-ding new technologies and business solutions, and act as role models for the rest of the firm. We’ll show you what it takes to create and maintain such a contagious culture, beginning with your SAP project teams and culminating in your operational post-go-live staffing models and support organizations.
Our Audience and Approach
So, you’re ready to plunge into the world of SAP! Or, maybe you’re in too deep already, perhaps even past that critical point of go-live, and need to step back and review where you are and how you got there. Perhaps you’re soon going to be involved in a new SAP implementation, or are considering a support or management role at an existing SAP site. On the other hand, you might just be curious about what an SAP implementation is all about. In any case, you have come to the right place.
Our target audience is broad and includes those new to SAP (users, managers, executives, consultants, educators) as well as those looking to simply broaden their view of the SAP solution landscape. Our intention is to provide an end-to-end look at the SAP solutions and technology. After all, there’s so much going on with SAP’s products, naming conven-tions, and direction that it’s hard for seasoned insiders and other experts to keep up, much less those on the outside looking in.
We suspect that many readers will use this text as a baseline of sorts, comparing their own SAP plans and implementations to what we have provided, looking for new ideas, or alternatives for approaching the problems that are common to all system implementa-tions. Given this commonality, we believe our readers fall into a number of general cate-gories including:
. Decision makers, including a firm’s executives, key stakeholders, project managers, and others in key leadership positions who need to understand what SAP is, how it is deployed, what an implementation entails, and what a basic roadmap with mile-stones/critical path items looks like (all without getting bogged down in the techni-cal details, if they want to avoid doing so).
. Business analysts, SAP configurators, and power users who are involved with converting legacy business transactions into cross-application enterprisewide busi-ness processes connecting a myriad of busibusi-ness communities to one another. These are important folks, as they will essentially make SAP useful to a company’s end-user communities.
. Information technology professionals, the people who need to plan for, design, test, and deploy the technical infrastructure upon which SAP will run. This is a huge community of potential readers both familiar and unfamiliar with SAP. They’ll love the detail in this book, and appreciate how we connect the IT side of a deployment back to the business needs for implementing SAP in the first place.
More specifically, if you fall into one of the following roles, you’ll benefit from this book:
. Executive leaders tasked with implementing, transforming, or maintaining SAP environments
. Stakeholders seeking to understanding the breadth and depth of an SAP implemen-tation
. SAP project managers and various business and IT leaders tasked with discrete subprojects related to implementing, supporting, testing, tuning, or training
. Business and application consultants, business process owners, and others tasked with supporting or transforming business processes on behalf of an organization
. SAP technology consultants, including SAP Basis, NetWeaver, and other engineers and specialists asked to architect, size, configure, and implement SAP solutions
. Database administrators (DBAs) and storage area network (SAN) consultants with a need to maintain their piece of the SAP enterprise pie, or simply expand their knowledge
. Traditional data center operations and infrastructure management specialists asked to step up and assist in developing or maintaining an SAP IT shop
. Network administrators, systems administrators, data center power/utility techni-cians, and others with similar roles supporting the very groundwork upon which the SAP solution depends
. Others internal to (or seeking employment with) an organization, interested in learning the process a company should follow in selecting, designing, and deploying SAP
. Technical individuals who are new to (or want to be a part of) the world of SAP— individuals who may be supporting similar enterprise applications or mission-critical environments (mainframes/midframes and more) and who want to make a career move into learning and supporting SAP
. Nontechnical business managers/supervisors who are soon to be thrust into an SAP project or environment
A key strength of this book is that it contains enough material to satisfy beginners, inter-mediate readers, and long-time SAP experts without “dumbing down” the content. It’s a hard balance to strike but something your authors have kept in mind throughout the writing process. Another strength is the holistic approach we have taken relative to
Introduction 5
explaining implementation projects, particularly the three-lane roadmap (business/func-tional, technical, and project management) that should not only broaden the appeal of this book but make it more relevant to a wider audience. To make sense of everything SAP, the book has been crafted along the lines of a project plan—our central roadmap is therefore steeped in project management. Along the way, we have generously peppered in real-world observations and practical examples to give substance to the journey. As we mentioned earlier, in this journey lies the core value that we provide to you—the chance to benefit from the experiences of others. There’s no value and no reason to reinvent the wheel. Frankly, most everything you need or want in regard to an SAP implementation has already been done, and done well, by someone else. Your job can be much simpler and certainly less risky because of them.
Whether you are implementing an SAP supply chain system, customer relationship management system, or a portal to front-end your existing business applications, there are certain tasks that must be planned for and executed across the board. If you’re inter-ested in minimizing costs and managing your critical path to a successful outcome, all these tasks must occur in a certain logical order or sequence. With all of this in mind, it seemed rather obvious that a roadmap built first and foremost around a “project plan” made the most sense for the book.
For beginners joining a new implementation project team, we suggest that you read the book sequentially from the first to the last chapter. If you find yourself in the middle of a project, though, feel free to jump to the chapters that best fit your project or timeline status. Of course, in doing so you might well “skip” over knowledge that could very well prove useful, too. We suggest quickly reviewing the Table of Contents, therefore, to deter-mine if it makes sense in your particular case to go back and review any passed-over content. If you’re more experienced, you’ll find it pretty easy to skip around and read chapters as they apply to you. To keep you reading (rather than flipping back and forth between the appendixes and text), we’ve taken care to define acronyms in each chapter. This approach is much different from that used in most books, in which definitions and acronyms are explained only the first time they’re introduced; we hope you find our approach useful.
Addressing the Real Challenges of SAP
Implementations
In a world filled with books on SAP (those of us who work with SAP for a living like to hear it pronounced “ess-aye-pea,” by the way), this book is unique. In our review of numerous “how to” and other SAP planning guides over the years, we continually noticed how little attention was given to addressing the real challenges related to deploying an SAP business solution or enabling technology. For example, little attention was ever given to
. How a particular leadership style may be appropriate given a firm’s unique competi-tive landscape, SAP applications, business environment, and IT skills/competencies