sap transportation management rapid-deployment solution for ocean carrier booking

SAP Transportation Management rapid-

deployment solution for Ocean Carrier Booking

Consultant Training

Target Audience

Consultants

SAP Global Delivery

Internal

2011 SAP AG. All rights reserved. 2 Internal

Foundation Training

SAP Consultants Training Prerequisites

Project Role Course Title

Co

urs

e C

od

e

Ce

rtificatio

n

Lin

k

Application Consultant Processes in Transportation

Management TM100 No Not available yet

Application Consultant Customizing in Transportation

Management TM110 No Not available yet


Training Objectives

At the end of this training, you will be able to:

Introduce SAP Predefined Services/Rapid Deployment Solution

Define the SAP Transportation Management rapid-deployment solution for Ocean Carrier Booking Offering

Detail the functional scope and deliverables

Present the processes and functionalities

Position the service in a proposal

Describe the project approach, the resources and skills needed

Explain how the accelerators are organized and made available

Explain the main accelerators in detail


Training Agenda

Unit 1 Scope and Deliverables

Unit 2 Position the service

Unit 3 Approach and Planning

Unit 4 How do I get started?

Unit 5 Documents and Accelerators

Unit 6 Other Content


Predefined Services

Anticipation of frequent

requirements (best

practice)

Risk, Time and Costs

reduction

High Product Quality

"What you see is what

you get" Approach

Standard

SAP Transportation

Management

Project specific

implementation

Standard

SAP Transportation

Management

Productized Services

Project specific

implementation

Time and

effort gain

Implementation effort for projects

with productized services

Implementation effort for

traditional projects


SAP brings together software and services in a new offering

that gives you essential TM functionality, quickly and affordably

Preconfigured software to

eliminate guesswork

Rapid delivery in 10 weeks

An affordable, flexibly priced

solution

A clear path to your full TM

vision

Preconfigured TM Software and Services Enabling Rapid

Deployment


SAP Transportation Management rapid-deployment

solution for Ocean Carrier Booking

High-Level Service Description

What Is SAP Transportation Management rapid-

deployment solution for Ocean Carrier Booking?

Designed for existing SAP ECC customers who are looking to expand

their footprint with SAP TM with High ROI & Low TCO

A jump start on the SAP TM journey with quick wins and continuous

business improvement

An approach based on SAP Best Practices

Best practice principle with fixed scope and fixed price

A service targeted to small and midsize enterprises as well as dedicated

business units of large enterprises

Customer Advantages

Oriented toward customer needs

Fast and cost-effective

Based on market-leading SAP TM

Professional consultancy

Out-of-the-box integration (business processes and technical support)

SAP Transportation Management

rapid-deployment solution for

Ocean Carrier Booking.

Basis: SAP NetWeaver


Value Proposition

Costs

Further Information

Service Description

Delivery Method: Remote & Onsite with local region and GD

Implementation Time:~ 10 weeks

Release: TM8.1

Backend ERP Release: ERP ECC 6.0 w/EHP5

SAP EM7.01

SAP Information Interchange On Demand.

Content of Service Service Delivery Team Goals

Install, configure & verify TM RDS for Ocean Carrier Booking package in

customer environment

Assess customer requirements and define business processes within TM

RDS for Ocean Carrier Booking solution scope

Identify, plan, configure & deliver TM RDS for Ocean Carrier Booking

functionality

Go live support & transition to customer support

Delivery Recommendations

Review customer responsibilities with the customer with emphasis on quality

& timely delivery of such deliverables to meet project timelines.

Review with customer, SAP tasks that are dependent on customer

deliverables and resources.

Review project assumptions, delivery guidelines with customer.

Define project scope within TM RDS functional capabilities. Additional scope

increase must be evaluated for impact on budget, resources &

implementation timelines.

Scoping is required to identify TM RDS solution variants to fit customer

requirements & to assess out of scope requirements beyond available TM

RDS scenarios.

The specific rapid implementation methodology dramatically reduces the overall time for an implementation.

It is a fast-track implementation approach which minimizes risks, assures quality and executes effectively with predefined scope that includes door to

door and port to port outbound and a port to door inbound ocean booking

processes. It is completely configurable and extensible.

The rapid-deployment solution focuses on:

Transportation direction: inbound / outbound (Purchase Order / Sales

Order based)

With or without PreBooking/Reservation

Connectivity to Ocean Carrier directly, via Freight Forwarder or

marketplace (like Inttra)

Allocations used as forecast and/or basis for carrier selection.

ECC customers who are looking to expand their footprint with SAP TM with High ROI & Low TCO

Focused on standard SAP TM 8.1 system with pre-defined business scenarios

Delivers implementation services based on ASAP & RDS methodologies

The business scenarios are configured & readily available and can be adopted to customer needs within TM RDS limitations

Three common Ocean Carrier Booking scenarios are available:

Ocean Carrier Booking Outbound Door-to-Door via Freight Forwarder

Ocean Carrier Booking Inbound Port-to-Door via Ocean Carrier

Ocean Carrier Booking Outbound Port-to-Port via Ocean Carrier

Reduced total cost of ownership for the customer

Reduced project implementation timeline, resources & costs

Built in project implementation accelerators & roadmaps

Detailed test scripts delivered along with testing steps & results for TM RDS

for ocean carrier booking Scenarios

Detailed business process descriptions, business process flows &

configuration guides

One Pager High Level Overview




The package is built to Ocean carrier booking. Three scenarios were identified as best practice:

1. Ocean Carrier Booking Outbound Door-to-Door via Freight Forwarder: Full

Container Load Scenario without Pre- booking, Execution tracking through

Event management, Allocations

2. Ocean Carrier Booking Inbound Port- to- Door via Ocean Carrier : Full

Container Load Scenario with Pre booking, Execution tracking through Event

management, Allocations

3. Ocean Carrier Booking Outbound Port- to-Port via Ocean Carrier : Full

Container Load Scenario with Pre booking, Execution tracking through Event

management, Allocations


Update Allocation

Ocean Carrier Booking via Freight Forwarder

Outbound - Door to Door Scenario, FCL without pre-booking 1/3

Booking Specialist

SAP TM

Customer Service /Purchaser

SAP ERP

Create Sales Order

SAP IISAP EM

Sales AssistantTransport Specialist

Shipping Specialist

OTR is created

Customer Service Agent

Freight Forwarder

Send Booking Map Booking Request

Confirm Booking (with all relevant data)

Map Booking Confirmation with

details

Assign Freight Unit to Booking (FCL)

Generate Event Handler (Freight Unit)

Create Allocation Receive Allocation (EXCEL)

Create Booking

Receive Booking Request

Build Freight Units

Update Booking

Split / Merge Freight Unit

Generate Event Handler (Booking)

next page


Freight Forwarder(EM Web UI)

Ocean Carrier Booking Process overview




Booking Specialist

SAP TM


SAP ERP SAP IISAP EM


Shipping Specialist


Receive Shipping Instructions

Map Shipping Instructions

Create BOL

Reassign Freight Unit from OTR to DTR

Send Shipping Instructions

Send Email with BOL

DTR is updated

previous page

Generate Delivery

Start Delivery Creation

DTR is created Update Event Handler

Pick and Pack(Container Packing)

next page

Attach BOL to Booking Order

Print Documents

Post Goods Issue


Freight ForwarderFreight Forwarder

(EM Web UI)




Booking Specialist

SAP TM




Shipping Specialist


Enter actual Event StatusMap Status

Update Shipment

Trigger Shipment Creation

Generate Shipment

previous page

Update Booking

Shipment Cost

Settlement

Enter actual Event Status

Update Event Handler

Track Booking specific EM status


Freight ForwarderFreight Forwarder

(EM Web UI)


Ocean Carrier Booking via Ocean Carrier

Inbound Port to Door Scenario, FCL with pre-booking 1/3

Booking Specialist

SAP TM



PurchaserTransport Specialist

Shipping Specialist


Ocean Carrier

Send Pre-BookingMap Pre-Booking

Request

Confirm Pre-BookingMap Pre-Booking Confirmation with

details

Create Pre-Booking

Receive Pre-Booking Request

Create AllocationReceive Allocation

(EXCEL)

Create Purchase Order

OTR is created

Generate Event Handler (Freight Unit)

Build Freight Units

Update Allocation

Update Pre-Booking

next page

Send Purchase Order

Vendor Agent

Vendor

Post Order Acknowledgement

Receive Purchase Request

Update Purchase Order

Generate Event Handler (Pre-Booking)

Scenario-2




Booking Specialist

SAP TM



PurchaserTransport Specialist

Shipping Specialist


Ocean Carrier


Map Shipping Instructions

Create BOL

Reassign Freight Unit to DTR

Send Shipping Instructions

Receive ASN from supplier

DTR is created

Update Event Handler

Send Mail with Carrier/Port/Dates to

Vendor

Create inbound delivery w/

packing information

Assign Freight Unit to Booking (FCL)

Vendor Agent

Vendor

previous page

Split / Merge Freight Unit

next page


Send ASN


Update Booking



Booking Specialist

SAP TM




Shipping Specialist


Ocean Carrier

Enter actual Event StatusMap StatusUpdate Event Handler

Update Shipment

Vendor Agent

Vendor

previous page

Generate Shipment

Trigger Shipment Creation

Track Transport Status

Attach BOL to Booking Order

Send Email with BOL

Shipment Cost

Settlement


Scenario-3


Overall Architecture incl. SAP Information Interchange (SAP II On-Demand)

SAP II

Content

Engine

Item

Location

Party

BPP

Ocean

Portal

3PL

Carrier

SAP PI

SAP

TM

SAP

ERP

Carriers

Carrier

3PL

SAP Information Interchange (SAP II) serving as the B2B repository & integration

platform towards business partners. SAP II enables the out of the box connectivity between SAP TM and the various business partners (here: carriers)

including enterprise services, format mapping and end-to-end process visibility.


Scope Details User-Defined Changes Allowed

SAP TM Ocean Carrier Booking

Process

Sales order/Purchase order integration with SAP ERP

(transfer of sales orders from SAP ERP and creation of

transportation requirements in SAP TM)

Three predefined SAP TM Ocean carrier booking

scenarios

Freight Unit creation on container level using Freight

Unit Building Rules

Creation of booking/Pre-booking order.

Usage of allocation as a forecast OR having contractual

agreement with Ocean carrier/Freight forwarder.

Delivery integration with SAP ERP (SAP ERP

outbound/Inbound deliveries created from SAP TM)

Shipment integration with ERP (SAP ERP shipments

created from SAP TM)


solution for Ocean Carrier Booking Detailed Scope Details 1



Electronic interaction between shipper and carrier / freight

forwarder via SAP II

Send Booking Order Receive Confirmations and Updates Send Shipping Instructions Receive status notifications

Tracking and Tracing(Event management) of Freight

unit/Booking order level.





Master Data SAP ERP For productive implementation master data from SAP ERP

will be transferred via core interface (CIF) to SAP TM:

Products, plants, shipping points, customers, and vendors

(carriers)

Solution contains following sample master data for

development/quality system set up:

Plants: 1

Shipping point: 1

Customers: 1

Vendors : 3

Carrier/Freight Forwarder (set up as vendor): 7

Materials: 3

In addition to the example master data the

respective existing customer master data can be

transferred via CIF from SAP ERP to SAP TM.

The duration must not exceed 1 day. Everything

exceeding 1 day will be T&M.





Master Data SAP TM

Solution contains following sample master data for

development/quality system set up:

Locations (shipping points: 1, customers: 1, vendors: 3, carrier/freight forwarder: 7, ports: 5)

Transportation Zones: 4 Transportation Lanes: 8 Transshipment Points: 4 Vehicle Resources: 4 Allocations used as forecast for ocean carrier /

freight forwarder

If required, legacy data migration can be

performed based on T&M.





Configuration/Customization SAP ERP and SAP TM:

Message exchange via SAP PI in format XML for

sales orders and XML / I-doc for shipments

Master data Exchange via CIF

SAP ERP:

Customizing for order and shipment transfer

Customizing for handling types for pick and pack

SAP TM:

One Order-Based Transportation Requirement

Type incl. mapping of ERP sales order type to SAP

TM order-based transportation requirement type

(one for the outbound and one for the inbound

process)

One Delivery-Based Transportation Request Type

incl. mapping of ERP delivery type to SAP TM

delivery-based transportation requirement type

Freight unit type





Configuration/Customization SAP TM:

Six FUBR for initial freight unit creation out of OTR

(each rule will determine a specific container type

based on weight and volume.

Two freight unit building rules for freight units

created out of DTR.

If delivery is packed in handling units, TM

chooses the FUBR without additional

container assignment is controlled via condition

If delivery is not packed, FUBR with

container is chosen and FU is assigned to a

container.

Six conditions for freight unit building rule

determination out of OTR

One conditions for freight unit building rule

determination out of DTR

Mode of transport





Configuration/Customization (Continued)

SAP TM:

Four means of transport

Two equipment types (representing a container)

and groups (represents container size)

Six selection Profiles for freight units (FU) and

bookings based on geographical and additional

attributes for all 3 scenarios

2 selection profiles (1 for scenario 1 and 1

for scenario 2)

4 selection profiles for scenario 3.

One planning profile (including all sub profiles)

Conditions for OTR Type determination, data

crawler and FUBR

One freight order type

Three RDS specific page layout for the

transportation cockpit

Specific POWL queries in order to identify specific

statuses of OTR, DTR and bookings





Configuration/ Customization (Continued)

SAP EM:

Tracking is performed for the following documents, reflected as Event Handler

types.

Booking and Container Level Freight Units Freight Order






Events supported for Booking Order:

Booking sent/requested Booking accepted/confirmed Shipping instructions due Bill of Lading created/received Truck Departure (Container Pickup) Arrival of truck at harbor Truck unloading start Truck unloading end Customs clearance Loading start (Vessel) Loading end (Vessel) Vessel departure Vessel arrival Unloading start (Vessel) Unloading end (Vessel) Customs clearance import Departure of truck Arrival of truck at customer Booking cancelled Booking overdue Vessel delay






Events supported for Freight Units are based only on standard events.

Events supported for Freight Order are based only on standard events.

Pick & Pack update of Event handler with container ID

Linkage between Freight Unit and Booking Order 3 Track Scenarios to be used with the generic SAP

Event Management Web User Interface:

Freight Booking Freight Unit Freight Order

SAP II OnDemand 4 profiles preconfigured on SAP II OD

Booking Order (Ocean) Booking Order Confirmation (Ocean) Shipping Instructions Status Notifications (EDI)

Setup of technical connection to the licencees PI system

Connection to 5 carriers





solution for Ocean Carrier Booking Assumptions apply to the scope of RDS

1. The communication with ocean carriers, freight forwarders or public platforms

is enabled by SAP Information Interchange OnDemand.

2. Only one application language will be tested within the solution, that being

English.

3. Only one currency will be tested within the solution, which is free of choice.

4. The Solution is implemented to work for one Company Code, one delivering

plant and one sales organisation.

5. All service content will be delivered in English.


Installation check

Initial scoping workshop to understand

and cover your requirements

Project documents: Work Breakdown

Structure including a project schedule,

Test Scripts and Scoping Questionnaire

Activation, Customization and Unit Test of

chosen packages for the SAP Transportation Management rapid-

deployment solution for Ocean Carrier

Booking in the development system

Knowledge transfer to key users on

configured SAP TM rapid-deployment

solution system

Support for going live

What does SAP deliver?

Provide the IT infrastructure (server)

Install the SAP TM 8.1 application on the

development and production

environments

Provide fixed contact people in the

business and IT departments

Conduct end-user training & change

management

Performance and integration testing

Data migration and cleansing

Transport to production

What does the customer have to do?

Key Deliverables


Training Agenda

Unit 1 Scope and Deliverable








solution for Ocean Carrier Booking Qualifications

What are some basic qualifications for a

customer?

The service is not for everyone i.e. they must be open to a non-traditional implementation with focus on Time to Value

Buy-in is required to accept prescribed scope as baseline

Open to leveraged factory model with majority of the work completed remote

Customer involved in transporting the goods via Ocean.

The service integrates with a single ERP backend that must be version ECC 6.0 EHP 5 or greater(LE customization is required)




Client Prerequisites Client has prepared the system landscape with suitable servers

Client has installed SAP TM 8.1 system with SPS 03

SAP EM7.01

Client has installed SAP ERP (ECC 6.0) with EHP5, SPS 24 (LE

customizing as a requirement).

Client has installed SAP PI 7.11

SAP Information Interchange OnDemand




Positioning

Industry

Automotive, High Tech, IM&C, Mill, CP, LS, Mining,

Engineering&Construction, Retail

Type of Customer/Prerequisite

Installed base SAP ERP customers using SD/shipment functionality

who want to streamline ocean shipping processes by SAP TM

Installed base SAP ERP customers using legacy or 3rd party ocean

transportation solutions

Target Geography

Global


Positioning

What It Is

Designed for quick wins

It is a starter kit to follow crawl/walk/run strategy.

Ideal for:

Small user base and simple application

Prototype

Prescriptive in scope: a fixed baseline scope with minimal user-defined configuration only no development (workflow, reports, interfaces, conversions, enhancements, forms)

Adaptable-changes or additions to be positioned as future phases

Customer-driven at the customers own pace, with a minimal consulting footprint

Requiring customer commitment to adopt standard processes

What It Is Not

A solution or package to address complex business processes up front

A traditional implementation with extensive documentation or a traditional project-

implementation methodology

An approach driven toward changing solution to adopt customer requirements and processes


Point of Contact for all RDS Solutions SAP Service Marketplace

https://service.sap.com

Consulting, Solutions, and

User Group Areas

Solution Details

Business Solutions and

Applications

SAP Rapid Deployment

Solutions (RDS)


Point of Contact for all RDS Solutions SAP Service Marketplace

Solution Deployment

Service - Step-by-Step Guide

Step-by-step Guide*

this is where SAP TM Rapid Deployment Solution for

Ocean Carrier Booking starts

*) Step-by-Step Guide as zip file for offline availability.


Training Agenda

Unit 1 Scope and Deliverable







RDS Implementation Methodology

Scope

- Position solution/implementation approach to the customer

- Validate customer fit

- Review and submit proposal

- Secure RDS agreement

Scope

- Project setup and staffing

- Set up project team environment

- Execute kick-off

- System setup by the customer

- Validate system setup

Scope

- Activate Solution

- Validate business processes

- Solution refinement based on customer selection

- Upload customer data

- Run Integration & acceptance test

- Key user training

- Planning for production support and cutover

Scope

- Train end users

- Sign-off of solution

- Technical Go-live

- Closing of project

Position solution, perform customer validation and secure

agreement

Project is formally initiated and kicked-off

Solution is implemented and tested, key user trained.

End users are trained, final tests and technical go-live, Closing of

project .

Discover Start Deploy Run

Time

Go- Live

Project kicked-off

Start Customer qualified

Contract signed

Realization started

Solution Deployed

10 weeks


Pre-defined Services for Rapid Deployment solutions

Your path to Go-Live fast, efficiently and at predictable cost

Fixed-price Implementation Services

Pre-defined Project Methodology Ready-to-use Accelerators



solution for Ocean Carrier Booking Time Line

Weeks

1 2 3 0 5 6 7 4 9 10 8

Prepare

Discovery

Start Deploy Run

Kick-Off

Predefined option selected

Start Phase Complete Installation

Check Activate/Confirm Activation

Implement Options

Quality Assurance Environment

Integration Testing

UA Testing

Production Environment

Deploy

Phase Complete Switch to PRD and Go Live

Go-Live Support

Run

Phase Complete

End Realization

Phase

Knowledge Transfer

SERVICE DELIVERY TEAM

Role Organization Pace Profile/s # of Days Remote/

On-site

SA

P

Project Manager Local Resource 11.5

TM Application Consultant 1 Local Resource PACE-TRN Transportation 6.5

EM Application Consultant Local Resource PACE-SCE-EM Event Management 3.5

TM Application Consultant Offshore PACE-TRN Transportation 32

EM Application Consultant Offshore PACE-SCE-EM Event Management 8.5

PI Technology Consultant 1 Offshore 11.5

PI Technology Consultant 2 Offshore 4.5

SAP II Technology Consultant 1 Offshore 10.5

Total (SAP): 88.5

Cu

sto

me

r

Project Manager 2

Business Lead (Decision Maker) 3

Business SME (Key Users, testers, and end users) 4

Business super user and master trainer (Power User) 4

IT Functional Lead, Master data 2

IT Development and Reporting 2

Total (Customer): 17

Service (Delivery) Owner/s : Jason Didday

Expected Service Delivery Time : 10 Weeks

Project Delivery Team resource planning

Remote On-Site 50% remote

50% on-site

25% remote

75% on-site

25% remote

75% on-site


Discover Overview Key Activities & Outputs


Start: Project Preparation

Customer Service Coordinator

/ PM / DM

Front Office Back Office

TM/ERP Functional TM/ERP Technical

1. Receive delivery

activation

notification

1. B

efo

re S

tart

ing

Start

1. D

isc

ove

r

2a. Call customer,

confirm

expectations, dates,

and next steps

3. Agree on all dates

for scheduled

activities

4. Update delivery

team, send status e-

mail

5a. Internal Kick-Off Call

7. Provide

Prerequisites

6. Send Pre-Delivery

Checklist

8. Confirm

Prerequisites are

Complete

2b. Provide

Personalization

Information

5b. Consultant Ramp Up

5c. High-level Installation Check


Start: Project Preparation Overview Key Activities


Start: Project Preparation Key Documents

Before you start:

KNOW THE SAP TM RDS for Ocean Carrier Booking!!

Take available Training

Read TM RDS for Ocean Carrier Booking One Pager

Read Master Service Description Document

KEY DOCUMENTS

To know customer better: Pre-Delivery Requirements and Checklist,

Questionnaire, etc.

Signed SOW

Consulting Delivery Guide

Service WBS/Project Plan


Start: Scoping & Set Up


/ PM / DM



1. Setup communication plan &

leverage templates to

establish approach

2. S

tart

Deploy

4a. Installation & Check TM

2. Project Kickoff

5. Scoping Workshop

7. Document Requirements

6. Answer open questions for scoping

/ setup

3. ERP information is provided along with

required access

8. Acceptance / Sign Off


Start: Scoping & Set Up Overview Key Activities


Start: Scoping & Setup Key Documents

Before you start: Have Project Kick Off personalized. Customer must know

TM RDS for Ocean Carrier Booking scope well

KEY DOCUMENTS

Always refer to key documents SOW, Consultant Delivery Guide and

Service WBS/Project Plan

Project Kick-Off Template

Scoping Workshop Documents

Delivery Acceptance/Sign Off


Deploy: Realization


/ PM / DM



Run

3. D

ep

loy

1.2. Review configuration

template

3b. Configure &

Setup TM

Development System

3a. Manage ERP/TM

integration

4a. Check Install Quality

Assurance System

TM

4b. Check Install Production System

TM

5a. TM QA Cutover

8. TM Production

Cutover

3c. Unit Testing

6. System Testing

1. 7a. Integration

Testing / UAT

9. Knowledge

Transfer

1. Project / Issue /

Change Request

Management

4c. Setup User Ids

10a. Project Acceptance and

Closure

1.10b. Sign-Off

3d. Train Keu Users


Deploy: Realization Overview Key Activities


Run: Go Live

Customer Service

Coordinator / PM

/ DM



4. R

un

7. Project Acceptance and Closure

1.8. Sign-Off

1.5. Refinement Workshop

1.6. Know-How Transfer / Documentation Hand off

1.4 SAP Going Live Check

1.2a. Final

Production Data

Load

1. Project / Issue /

Change Request

Management

3. Determine if

Going Live

Go Live?

1.2b. Final

Cutover Plan

Yes

No


Run: Go-Live Overview Key Activities


DEPLOY RUN

Adapt and send pre-delivery requirement to the customer

SAP involvement

Customer involvement

2-6 weeks before

START

Week 1 Week .. Week .. Week 10

FINISH START

Project Planning & Timelines

Prepare project

Do kick-off workshop

Scope Statement

Business process map

Technical Requirements

System Setup / Confirm Installation

Sign-off Deliverables

Preliminary cutover plan

Solution Activation & Confirmation

KT / Train key users

Implement options

Validate BPP

QA Environment

Approved Integration test

Approved UAT

Production Environment

User roles & Authorization admin

Deliverables sign-off

Go live

Hand over solution


Project Team: SAP

Project Manager

TM Application Consultant

TM Application Consultant

EM Application Consultant

PI TM Application Consultant

Technical Consultant

Technical Consultant SAP II(On Demand)


Project Team: Customer

Project Manager

Business Lead (Decision Maker)

Business Subject Matter Experts

Business Super User and Master Trainer (Power user)

IT Functional Lead, Master data

IT Development and Reporting

Basis Staff/Security/Hosting partner


When to Use the Templates / Guides Provided with the

Service?

Discovery Design Realization Go-Live & Closure

Service One Pager

Master Service

Description

Package Overview

Presentation

Executive Package

Overview

Presentation

Package Detail

Presentation

Scoping

Questionnaire

Package Overview

Presentation

Pre-Delivery Check

List

Project Plan

Process Flow

Documents

Process Flow

Recordings

Design Workshop

Design Template

Solution Design

Technical Design

Business Process

Descriptions

TM RDS

Installation

Accelerators & BC

Sets

TM RDS

Installation

Accelerators & BC

Sets

Test Plans and

Scripts

Installation Guide

ERP-TM

Integration Guide

Standard Outputs

Delivery

Acceptance

Criteria and

Signoff (doc)

Generic document relevant for the whole Service Delivery cycle: WBS of Deliverables (xls)

Schedule & Effort Estimation (xls)

Project Plan (doc)

Roles and Responsibilities (ppt)

Consultant Delivery Guide (ppt)

Preparation


Training Agenda







How Do I get Started?

This globally available service is:

Fully productized with consulting accelerators

The consulting accelerators to help you deliver the service

ranging from internal only as well as customer facing deliverables

All the necessary project management tools and templates, a

detailed consulting handbook, test scripts and much more are

provided

Where do you begin? How are the documents organized?


How Do I get Started? Information Sources:

Implementation Methodology (Roadmap)

Apart from preconfiguration, a series of other implementation and project accelerators is available,

which are all referenced in the Roadmap for the SAP TM rapid-deployment solution for Ocean Carrier

Booking.

See http://service.sap.com/solutionpackages Supply Chain and Procurement Transportation Ocean Carrier


How Do I get Started? (what we need to add) Additional Time and Material Services

Two additional TIME and MATERIAL services can be delivered with this RDS:

Any formal SAP education classes or other offerings from SAP Education.

Tendering (covered in SAP TM rapid-deployment solution for domestic freight tendering)

Transportation planning optimization (covered in SAP TM rapid-deployment solution for domestic transportation planning)

Global Trade Services (GTS)

Dangerous goods handling (EH&S)

Sales order scheduling

Transportation Charge Management (TCM)

THESE SERVICES ARE NOT PART OF THE RDS PACKAGE


Training Agenda







Documents and Accelerators Service Assets available

Name Purpose

Customer Presentation Understand the customer s expectations

Solution Brief

Service One-Pager Overview of service

Questionnaire

Marketing

Name Purpose

Statement of Work Agreed scope with customer

WBS (Work Breakdown

Structure)

Estimates and schedule for

project

Service Delivery Model Team roles

Delivery Acceptance

Criteria

Customer sign-off after delivery

Pre-delivery

Requirements Checklist

Everything customer must do

before you start

Project

Name Purpose

Consultant Delivery

Guide

What you need to know

Functional Requirements Functions supported

Configuration Configuration delivered by

service

Test Plans Test plans once service is

implemented

Kick-off Workshop

Scoping Workshop

Delivery Accelerators


Documents and Accelerators

It is imperative you understand the service content

The more familiar you are, the better you will be able to use

the content and deliver a successful project

To get you started we have identified main Marketing and

Delivery documents.

These essential documents will help you get started and introduce you to the content available

We will also point out related documents for reference

You can think of this as a guided tour however you will need

to spend time to review the content on your own

Customer

Presentation Questionnaire

1 2

Main Delivery Documents

Main Marketing Documents Start

Business

Process

Descriptions

Statement

of Work

Work

Breakdown

Structure

Scoping

Workshop

Basis &

Installation

Guides

Configuration

Guides

Test Scripts

7

6

4

3

2

1 5


Essential Marketing Documents 1. Customer Presentation

Purpose This is the primary document used to explain the service to the customer. It is intended to define

the service offering as well as advantages to the customer. It also covers the project approach and

general service offering including high-level scope and team structure.

Target Audience Customer, Project Manager, Delivery Manager

Key Points

1. Scope Details The scope is described at high-level and more details can be discussed or provided as follow-up if interest exist.

2. Scope Guidelines Ensure the scope guidelines are understood. They are used as reference and baseline personalization allowed

3. Project Approach It is important to communicate the concept of the project approach to the customer i.e. a production ready system and a rapid prototype approach sharing the same methodology

4. Overview of Deliverables Set expectations on what SAP delivers and what tasks the customer would need to complete

Hints

1. This is a great discovery document and it is used to communicate to the customer and forms their first detailed exposure

2. Prepare yourself by reviewing the scope statement document to supplement high level scope provided

3. The service covers all implementation scenarios.


Essential Marketing Documents 2. Questionnaire

Purpose This document is used to capture additional information after the initial qualification and

immediately following the sales cycle. This document sets expectations for data points and

personalization required as well as ask for the information needed.

Target Audience Customer, Service Team

Key Points

1. Customer Information Primary customer contact is listed along with customer number

2. General Procurement Area Core section of questions which also include notes that relate back to scope

3. Technical Information Records systems installed, versions, as well as captures SAP GUI information

4. Customer Contact This section is important because it requests the primary contact information from the customer

Hints 1. The document should be pre-loaded with any information you have captured prior to sending to

customer


Delivery Documents

Multip

le

Docum

ents

Tem

pla

te

Business

Process

Description

Statement

of Work

Work

Breakdown

Structure

Scoping

Workshop

Basis &

Installation

Guides

Configuration

Guides

Test Scripts

7

6

4

3

2

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Essential Delivery Documents 1. Statement of Work

Purpose The formal scope statement captures and defines the work activities, deliverables, and timeline SAP

will execute against for a customer. The formal scope statement documents the shared

responsibilities for SAP and the customer.

Target Audience Customer, Service Team, Client Partner, Delivery Manager

Key Points

1. Personalization The scope statement is provided but may require collaboration to personalize it for a specific customer project

2. Details Note the scope and out-of-scope are derived from the services scope statement document

3. Ownership The Scope Statement is owned by Core Delivery and Delivery Manager (DM)

4. Follow Standard Template The service is the service as a general rule and the methodology must stay in tact however every customer will have some variant.

Hints 1. The formal scope statement is a good place to look to validate what is expected from the service


Essential Delivery Documents 2. Work Breakdown Structure

Purpose This document is used to provide the planned work break down structure and project schedule

based on the service methodology. The primary project tasks are included for each phase in the

service including scoping setup, realization, and go live support / workshop.


Key Points

1. Keep it Simple The project plan is intentionally balanced to include required tasks and information while not being too complex

2. Personalization The project plan will need to be adjusted form the standard template prior to sharing with customer.

3. Timing The project plan should start to be personalized and should be baselined in the Project Prep phase of the project.

Hints

1. This is a template and should be leveraged but additional detail can be added as needed. In addition format adjustments can be leveraged if needed

2. Note that some elements exist in the template for internal reference only.

3. Escalate any known issues as soon as possible so it can be managed


Essential Delivery Documents 3. Scoping Workshop

Purpose

This document is intended to provide you with a kickoff presentation to support the project prior to

going into the scoping workshops that take place in the second week of the project after the project

kick-off.

Target Audience TM Functional Lead, Delivery Manager, Service Team

Key Points

1. Structure Slides are given as guidelines and instructions for the project team.

2. Timing It is recommended for the workshops to take place the second week of the project

3. Related Documents You are encouraged to use related documents

4. Preparation You must understand service package and prepare for the workshop. Know what you need to get out of your workshops.

Hints

1. In the end, the goal of the workshop is confirm customer understanding as well as to be able to needed configuration

2. You can think of the scoping workshop as a mini-blueprint with the difference that the scope is already known and you are just collecting the information that is allowed to be tailored.

3. Leverage the (offline) demo system to help walk the customer through the scope.


Essential Delivery Documents 4. Basis and Installation Guides

Purpose These are actually a series of documents to help the basis resources with their tasks. These include

documents to walk the reader through steps installing TM as well as post installation steps.

Target Audience TM Functional Lead, Service Team

Key Points

1. Structure The guides generally take the form of screen shots with descriptive information based on the sequence of steps to carry out a task. Not all variants are covered i.e. server types

2. Helpful Information Beyond the installation guides, documents exist on basic transport strategy as well as sample sizing information.

3. Standard Documentation Always leverage the standard SAP installation guides provided via the SAP market place. These documents are supplemental and provide additional information

Hints

1. These documents can be leveraged to help the basis tasks prepare the documentation to hand over to the customer once installation is complete.

2. Coordination between the basis resource and the TM Lead is needed to ensure understanding on overlapping tasks.

3. Since these guides consist of several documents, we provide a sample document or two below for review. Please access the folder and materials to access further documents


Essential Delivery Documents 5. Business Process Descriptions

Purpose The business Process Description provides an overview of the processes in scope of the TM RDS

for Ocean Carrier Booking. It describes the solution overview, configuration rationale, and overall

design. It is meant to validate scope and specify personalization where allowed.


Key Points

1. 80 /20 Rule The scope is already defined with 80%+ complete based on predefined scope however it will need to be adjusted with personalization information gathered from the scoping workshop.

2. Process Details The processes for Ocean Carrier Booking are reviewed and discussed along with high level process flows and functionality explanation.

3. Baseline for Service This document is imperative for success and as such it must be signed off by the customer during scoping phase before realization can begin.

4. Additional Detail You may need to add additional information for your customer. It is a template but some functionality may be more important to your customer

Hints

1. Each customer may want to try and apply their own personality to the pre-defined processes. You must provide balance to validate scope and only collect the information needed. Set expectation this is not a traditional blueprint.

2. Document all meetings with meeting minutes and especially any key decisions. Ensure any items identified that are not in the service scope to be added to parking lot and issues log. Escalate if needed.

3. This document once base lined should match SOW and scope statement and will be referenced throughout project


Essential Delivery Documents 6. Configuration Guides

Purpose There are several configuration guides available for this TM RDS for Domestic Transportation

Planning . The guides walk you through the steps needed to carry out the configuration for the

defined scope for the service.

Target Audience Service Team, Customer

Key Points

1. Structure Screen shots and sample information is provided with descriptive text.

2. Origin The configuration guides derived from actual TM 8.0 projects where documentation was completed and handed over to the customer

3. Development System Be sure to leverage the internal TM development system as well to assist you during your setup for reference

Hints

1. Additional information is available in the supporting documents in the realization folder. Documents from the standard SAP market place i.e. the master guide.

2. The configuration guide acts as an internal document however when carrying out the steps you should document your progress to be able to turnover a configuration guide oriented toward your customer


Essential Delivery Documents 6. Configuration Guide Documents


Essential Delivery Documents 7. Test Scripts

Purpose The test scripts are comprised of multiple scenarios related to the scope of the service. The scripts

are intended to be leveraged during system test to ensure the solution works as expected.


Key Points

1. Structure The test scripts are templates and exist without any screen shots however they will need to be adjusted to fit your specific customer but you will be able to leverage the steps provided.

2. Coverage The test scripts include standard functionality

Hints

1. The test scripts are for system tests carried out by SAP however they can be used as input for the customer for the integration test in which they are responsible

2. Unit test itself is carried out informally by SAP team during configuration and setup without formal scripts. Unit test is completed in the development system and integration test is done in the quality assurance system


Essential Delivery Documents 7. Test Scripts


Training Agenda







Further information.

www.service.sap.com/solutionpackages

www.sap.com/rds


Service Name Regional Contacts

Contact Matrix Field Service Practice

Country Service Offering Manager

Global Jason Didday

Country Service Owner

Global Walter Knaapen

Region Consulting Contact

North America Hemant Vakharia

EMEA Klaus Schumann

APJ Nadine Rahman (acting)

Latin America Joo Cremonesi/Fernanda Achcar

Global Delivery Ravichandran Sethuraman


Helping you with Sales and Delivery of Rapid Deployment Solutions and Predefined Services

Activity

Solution experts for focus LOBs*.

On demand and free of charge.

Located across all Regions supporting all MUs.

Point of contact for all queries.

Supporting opportunity qualification, demos, presentations and events*.

Guide operation of factory delivery model*.

Process

People

Access portal page PSC for initial info.

Email SAP_PSC_SUPPORT to request support.

PSC will respond within 24hrs.

Focus LOBs

Sales, Marketing, Service, Manufacturing, Sourcing, Supply Chain, IT, Human Capital, FI and ERP.

Top Selling Focus Services & RDS *

PSC Predefined Services Center


Training Summary

You should now be able to:

Define the SAP TM RDS for Ocean Carrier Booking Offering

Define the scope and deliverables

Define the processes and functionality

Position the service in a proposal

Understand the project approach and the resources and skills needed

Explain how the accelerators are organized and made available

Explain the main accelerators in detail

Thank You!

Contact information:

F name MI. L name

Title

Address

Phone number

sap transportation management rapid-deployment solution for ocean carrier booking

Documents

sap ag

sap netweaver

sap tm journey

existing sap ecc customers

internal training agenda

service unit

internal training objectives

accelerators unit