sap solution manager change request management add-on packages 7.1

SAP Solution Manager Change Request Management Add-On Packages 7.1

Application Lifecycle Management SAP Consulting

2013

© 2013 SAP AG. All rights reserved. 2

Agenda

Overview

Details

Functions in Detail

Details

Summary

Details


The Change Request Management from SAP

Solution Manager supports:

Emergency Changes

Periodic Changes

Changes for Business Processes and Implementation and

Upgrade Projects

Changes for None-SAP System and other IT Assets

Change Request Management

Change

Request

Incident/

Problem

DEV

QAS

PRD

Controlled Transports

Controlled Transports

Ch

an

ge R

eq

ue

st

Man

ag

em

en

t

Change

Document

Feedback

Requestor

Service

Desk

Mitarbeiter

Change

Manager Entwickler

Tester

IT Operator


Developed in over 100 customer projects by SAP Consulting and partners

Consulting services at a fixed price

Enhancements grouped into different packages

Enhancements to SAP Standard Change Request Management

What are the Change Request Management (ChaRM) Add-

On Packages?


Challenge

Frequent, non-critical changes to the

same tables and objects

Unnecessary effort due to numerous

people involved

Delays due to complex change

processes

Examples: Changes to organizers,

purchasing groups, SAP Notes, and so

on

Example: Standard Change

Solution

Standard Change

Automatic approval

Automatic checking of transport objects


Business Benefits

ChaRM Add-On Packages 7.1...

• Reduce your costs in the long term

• Can be implemented immediately

• Reduce effort through automation

• Improve quality through better process monitoring

Value

Contribution


Service Scope

Kickoff & project planning

Change management process design and concept Concept

Delivery of solution as transport request

Customizing of enhancements Remote

User training

Administrator training

Training for change management setup and configuration

Knowledge

transfer

Instructions for performing tests

Workshop for acceptance

Test and

acceptance


What‘s included in the ChaRM Add-On Packages?

Functions

Documentation Processes


Typical Change Request Management Scenarios

Simple 3-system landscape (D-Q-P)

Lack of documented communication regarding the change

No release management

Maintenance

in standard

landscapes

Non-linear system landscapes (several development systems per track)

Release management

Parallel use of maintenance and implementation projects

Maintenance

& development

in complex

landscapes

Simple 3-system landscape (D-Q-P)

Release management for larger implementation projects

Use of maintenance and implementation projects

Maintenance

& development

in standard

landscapes


ChaRM Add-On Processes

S

M

L

mall

edium

arge

CR

UC Urgent Change

Change Request

NC

AC Admin Change

Normal Change

GC General Change

SC Standard Change

RC Regional Change

DC Defect Correction

CT CR Template


ChaRM Add-On Functionality

S

M

L

mall

edium

arge

• Status-dependent consistency and

field checks

• Enhanced status-dependent

authorization checks

• Predefined authorization roles

• Automatic e-mail notifications

• Mass import for single correction

• Integrated Process Guide

• Log extension for file attachments

• Business Roles with Tabbed View

• Risk matrix for “Request for

Change”

• Integration code inspector

• Simple attachment of screenshots

• Effort Estimation & Control

• SLA Support for all Change

Transactions

• Status & Priority Scorecard

• Extensions for Project &

Maintenance Cycles

• Transporting Copies for Multiple

Systems

• Repacking of Transports and

Projects

• Cross Landscape Transport

Distribution

• Extended Approval Procedures

and Digital Signature

• UNDO Function for Transports

Functions in detail • SAP Consulting ChaRM Add-On Package S

• SAP Consulting ChaRM Add-On Package M

• SAP Consulting ChaRM Add-On Package L


Description

SAP Solution Manager template project with:

Process models for all processes

Documentation of delta Customizing

Documentation of

developments/enhancements

Links to IMG activities

Links to SAP Help

Predefined test cases

Instructions & tutorials for end-user training

Instructions & tutorials for administrators

ChaRM Add-On Documentation

Benefits

Templates for all documents while

implementing ChaRM

Simple and fast update of documents to

include special customer-specific features

Complete documentation of all enhancements

Faster test phases during implementation

Training material created more quickly


ChaRM Add-On Documentation


Guided Procedure – Connect Landscape for ChaRM


Description

Displays the Lifecycle for the process

documents

Direct access to documentation of each

process step

Documentation can be adjusted by the

customer

Integrated Process Guide

Benefits

Improved user experience

Reduced training efforts

Easy access to documentation for occasional

users


Description

Consistency check for:

Text fields

Business partners

Fast entry fields

Connected Documents and Test Plans

Status - Dependent Consistency Checks

Benefits

Automated process monitoring

Forces those involved in the process to

complete the defined workflow tasks

Ensures completeness for auditors


Description

Fields are locked for changes based on

customized status

Status - Dependent field changeability

Benefits

automatic process control

Ensure completeness for auditors


Description

Enhanced authorizations based on status ,

Project and IBase (system) for reading and

writing

Enhanced authorization based on the

maintained Business Partner, his substitutes or

a organizational unit

Objects already contained in predefined roles

Enhanced Authorization Checks

Benefits

Improved process monitoring

System responsibilities can be divided

Divided read access for 3rd party providers


Description

Base role: Authorizations for all users

Process roles: Authorizations for specific tasks

in the process

Project roles: Project-specific authorizations

Predefined Authorization Roles

Benefits

Roles can be maintained and adjusted easily

Change

Manager Tester Developer IT Operator Requester

Project A Project C Project B Project_ALL Project_ALL

Base role


Description

Automatic notification when processor or

responsibility changes

E-mail contains overview of current status

E-mail contains a link for calling up the change

document directly

Automatic E-Mail Notifications

Benefits

Fast response times

Short wait and completion times

Process participants can identify urgency and

current status immediately

Fast document access


Description

Enhanced report for mass processing of

documents

Inclusion of import sequence for urgent

changes

Mass Import for Urgent Changes

Benefits

Automated import of urgent changes

Prevents over runner and dependency errors

during a mass import


Description

Enhanced business role with tabular

assignment blocks

Business Roles with tabular assignment blocks

Benefits

You can choose between list and tabular view

of the assignment blocks.

Tabular view is recommended for larger

screens

List view is more effective on small screens


Description

Slightly enhanced process template compared

to standard

Separate creation and approval status

Overarching functions:

E-mail notifications

Consistency checks

Predefined rules for partner determination

Support for Change Request Templates

Enhanced “Request for Change”-Process

Benefits


Faster response and completion times

Automatic assignment of

business partners

Create

Change

Request

Handover to

Development

Add System

Details

Approve

Change

Request

Validate

Change

Request

Scope

Extension

Requester Change Manager Multiple

Approvers Change Manager


Description



Consistency checks


Transport of copies

Enhanced “Urgent Correction”-Process

Benefits




business partners

Test in

QA system Complete

Create

transport Make change

Release to

production Confirm in

production Import to

production

Change Manager

Take into

development Test in the

QAS system

Create


Release to

production Confirm

in production Import to

production

Tester IT Admin Requester Developer

Take into

development

Change Manager


Description

Standardized methodology for supporting

cost/benefit decisions

Metrics/questions can be customized

Decision Matrix for “Request for Change”

Benefits

Better comparison of development requests

Easier to prioritize development requests

Improved decision making


Decision Matrix for “Request for Change”

Functions in Detail • SAP Consulting ChaRM Add-On Package S




Description

Graphical overview of open transactions for

different criteria's:

status & priority

Assignment (all, team, mine)

Automatic generated search filter for each

criteria

Status and Priority Score Card

Benefits

Fast overview for all open transactions

Fast overview for projects

Drilldown from overview to detailed lists


Description

With the project associated tickets can be set

via cycle into subsequent status

After project imports, automatic emails can be

generated with the return codes from the

imported transports

Transports of the same developer are

combined into a single email

Extensions for project and maintenance cycles

Benefits

Fast release/confirmation of changes from a

project

Promptly and central communication to

developers about import errors into follow up

systems


Description

Standardized methodology for supporting risk

assessments

Metrics/questions can be customized

Risk Matrix for “Request for Change”

Benefits

Better comparison of development requests

Easy to analyze risk of development requests

Improved decision making


Risk Matrix for “Request for Change”


Description

Save a screenshot directly as an attachment

Screenshot saved as an PNG File in

attachment block

Simple attachment of screenshots

Benefits

Error can be easily documented and attached

Improved usability for end users

1.Add Screenshot

2. Paste from

clipboard 3. Save


Description

Estimations of effort can be easliy recorded

per activity type in an additional assignment

block

Estimations can be compared to the actual

recorded efforts

Effort estimation

Benefits

Direct overview about planned and actual

efforts

Control and compare estimations

with recorded efforts

Effort estimation by activity

type Numbers based on

hours and cost rate


Description

Developments checked by the code inspector

of the development system

An additional condition denies the release of

developments which do not follow the rules of

the code inspector

Integration of code inspector

Benefits

The abidance by the rules of the code

inspector increases the quality of the

developments

2. Click „Code Inspector“ in

Transport Management

assignment block

1. Select transport

request 3. Results of the code

inspector checks


Description

Separation of test confirmation and transport

release



Consistency checks


Enhanced “Normal Change”-Process

Benefits




business partners

Test in

QA system Complete

Create


Release to


production

Take into

development Schedule

imports

Create

transport

Make change

Preliminary

test

Test Go-live

Tester IT Admin Developer

Take into

development

Change Manager IT Admin


Description

Transaction for documenting administrative

changes that cannot be transported like profile

changes, DB changes, OS changes



Consistency checks


Enhanced “Admin Change”-Process

Benefits




business partners


Description

Transaction for processing errors during the

test phase in projects



Consistency checks


Enhanced “Defect Correction”-Process

Benefits




business partners


Description

Transaction for processing general IT changes

without any transports like changes on mobile

devices or printers



Consistency checks


Enhanced “General Change”-Process

Benefits




business partners

Functions in Detail • SAP Consulting ChaRM Add-On Package S




Description

Copies are transported to other systems

Enables copies to be transported to more

complex (such as four-tier) landscapes

Transporting Copies for Multiple Systems

Benefits

Transport requests remain open in the

development system

Release decision can be postponed until after

the test phases

Preliminary transports to any system

DEV QAS PRE PRD

1. Transport of

Copies

3. Original Transports 4. Original Transports 5. Original Transports

2. Transport of

Copies


Description

Transport requests for a project are grouped

together automatically

The originality of the objects is transferred to

the new system

A process will transport the objects together

through the new landscape

Repacking

Benefits

Projects imported in less time

No repairs in a second development system

1. Click „Repack“ in Transport

Management assignment block

2. Search for transport

requests oder Solution

Manager project

3. Select the transport

request oder Solution

Manager Projekt which

you want to repack


Project-based Repacking during CutOver into

Maintenance

DEV QAS

DEV QAS PRD

IMPLEMENTATION

TRACK

MAINTENANCE

TRACK

R E P A C K


SAP Solution

Manager

Description

Transport requests are distributed

automatically into other system

landscapes

Creation of change documents in the

target Solution Manager project is done

automatically

The distribution is documented

completely in the change document

Cross Landscape Distribution of transport requests

Benefits

Enhanced reporting due to an automated

link between the change documents

Distribution of changes between different

system landscapes (e.g. ERP and CRM)

No manually effort during the distribution

of transport requests in different system

landscapes

CRM

PRD

CRM

QAS

CRM

DEV

ERP

DEV

ERP

QAS

ERP

PRD

Project1

CD

Project2 CD

„Distribute change“


Description

Only the chosen business partners can

approve the approval step

Multiple approver per partner function

Optional Digital Signature

Dynamic approval procedures

Substitute Management

Multiple Approvals per process

Extended Approval Procedures and Digital Signature

Benefits

Save and Secure Approval Procedure

Signature fulfills also high audit and process

standards (e.g. FDA CFR 21 Part 11)


Description

Automatic backup of old object versions

before a new transport is imported

Action to undo the current transport by

importing his backup transport into

production

Positive/negative filter lists for object types

that not possible to undo due to irreversibility

Transport “Undo” Function

Benefits

Fast restore of a P System in an emergency

case

Failed imports in P can be undone immediately


Transport “Undo” Function


Description

Change transaction to manage changes in

regional system landscapes



Consistency checks


“Regional correction“ -Process

Benefits

Protection of global objects against changes in

the regional landscape




business partners


Description

Change transaction for routine changes

Automatic approval

Object list automatically checked when saved

to transport request

Examples of routine changes:

New purchasing groups

New printers

SAP Notes

“Standard correction” -Process

Benefits


Less work for change managers

Continued documentation in full

Test in

QA system Complete

Create


Release to


production

Take into

development Schedule

imports

Create

transport

Make change

Preliminary

test

Test Go-live

Tester IT Admin Developer

Take into

development

Change Manager IT Admin

Summary


Overview of ChaRM Add-On Packages

Add-On Packages

S

M

L

ChaRM 7 . I


Benefits of ChaRM Add-On Packages

Higher quality thanks to better process monitoring

More reliable planning

Specialization for recurring change types

Quality

Faster response, wait, and completion times

Automated individual process steps

Easier for new users to get started

Time

Minimized disruption to operations

Early identification of risks

Risk

minimization

Better cost monitoring

Reduced effort through automation Cost


Benefits during Implementation

Reduced costs

Faster implementation of functions

Practical and proven functions

Customer Benefits of Consulting Solutions

Benefits for Developments

Reduced costs when developing new

functions

Experienced developers specialized in

SAP Solution Manager


Maintaining ChaRM Add-On Packages

No maintenance fees

Implementation errors are resolved free of charge

Subsequent maintenance of ChaRM Add-On packages and updates

can be provided as consulting services


Optional Services

Customizing Customizing

Support connecting system landscapes

Go-live support

Go-live

support

Consulting from change management experts

Long-standing experience in modifying and enhancing SAP Solution Manager

Cost-effective development for integration into add-on packages

Benefits

Development of customer-specific enhancements Enhance-

ment

Thank You!

Stefan Doktor

Senior Solution Manager Consultant

Process & Solution Quality

SAP Deutschland AG & Co. KG

Rosenthaler Straße 30

10178 Berlin, Germany

T +49 30 41092-583

M +49 160 90822515

[email protected]

www.sap.com

Eric Siegeris

Consulting Manager

Process & Solution Quality

SAP Deutschland AG & Co. KG

Rosenthaler Straße 30

10178 Berlin, Germany

T +49 30 41092-592

M +49 160 9082 2531

[email protected]

www.sap.com

http://www.sap.com/

http://www.sap.com/

http://www.sap.com/

http://www.sap.com/


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