ORNL is managed by UT-Battelle for the US Department of Energy
A Modernized Travel UX on Top of Standard SAP Travel
Megan Bradley
Task Lead for Apps: Financial ManagementOak Ridge National Laboratory [email protected]
2 A Modernized Travel UX on Top of Standard SAP Travel
Agenda
• SAP at ORNL
• SAP Travel at ORNL
• Tools for Modernizing Travel
• Demo
• Next Steps
3 A Modernized Travel UX on Top of Standard SAP Travel
SAP at ORNL
• 1998 – FI, CO, PS, MM, limited HR 3.1h
• 1999 – Payroll, Benefits, Master Data 4.0b
• 2002 – Upgrade 4.6c
• 2006 – Upgrade 5.0
• 2009 – Upgrade ECC 6.0
• 2010 – 2016 enhancement packs EHP 7
• 2017 – Business Suite on HANA 1.0EHP 8 and NetWeaver 7.50
• 2018 – Upgrade Business Suite on HANA 2.0Next NetWeaver versionSuccessFactors (EC, Recruit)
• Future (circa 2020) Migrate to S/4HANA or greenfield to S/4HANA or other vendor
4 A Modernized Travel UX on Top of Standard SAP Travel
SAP Core Modules at ORNL
Finance
Gen Ledger
FI-GL
Travel
FI-TV
Accts Pay
FI-AP
Sales & Distrib
SD
FI
MaterialsMgmt
MM
Controlling
CO
HumanResources
HR
ProjectSystems
PS
Payroll
Benefits
Accts Recv
Compen-sation
Training
Recruiting
Master Data& Org Mgmt
WorkforceDiversity
Non-Employees
FI-AR
Treasury
FI-TS
WorkFlow
WF
SAP
Asset Acctg
FI-AA
5 A Modernized Travel UX on Top of Standard SAP Travel
SAP Landscapes at ORNL
PRD
Enterprise Core Components
SBX
QAS
DEV
TQA
Primary Sandbox
ERP
E-Recruiting
ERD
EQ2
ERTPrimary Sandbox
SAPWEBP4
Web Dispatcher
SAPWEBP5
SAPWEBD4
Solution Manager 7.2
SMDPrimary
SMPGRP
GRC
GRQ
GRDPrimary
SAP Travel at ORNL
7 A Modernized Travel UX on Top of Standard SAP Travel
SAP Travel at ORNL – pre-2000s
• Pre-1990’s
– All processes paper-based until mid-90s
• Mid-1990’s
– Homegrown web application, Web Travel Services (WebTS), created for travel expense reimbursement
• 1998
– SAP was introduced as ERP for accounting, financials, and logistics replacing 80+ homegrown systems
• 1999
– SAP HR module was implemented to replace Cyborg
8 A Modernized Travel UX on Top of Standard SAP Travel
SAP Travel at ORNL – 2000-2010
• 2003
– SAP FI-TV travel “module” integrated with SAP financials (goodbye WebTS)
• In-house frontend, TravX, developed using SAP’s WebRFCframework (basic HTML and JavaScript)
• One prior year of WebTS imported to SAP TravX
• 2006
– Foreign Trip Reports (FTR) in-house frontend developed using SAP’s Business Service Pages (BSP) framework
– Conference Planning Tool (CPT) in-house frontend developed using SAP’s BSP framework
• 2009
– Foreign Travel Management System (FTMS) in-house frontend developed using SAP’s BSP framework
9 A Modernized Travel UX on Top of Standard SAP Travel
SAP Travel at ORNL – 2010-present
• 2015-2016
– Paperless receipts implemented for TravX
– Project to determine to continue Travel on-premise or move to a cloud provider
• Business objectives
– Provide a better user experience
– Integrate/consolidate applications
– Improve architecture
– After several months, the Travel team determined to modernize Travel on-premise
– $200K one-time modernization cost vs $300K per year in the cloud
12 A Modernized Travel UX on Top of Standard SAP Travel
SAP Travel at ORNL – 2017-present
• 2017-2018
– New mobile-friendly TravX developed using SAP’s BSP framework with HTML5 tools and widgets
• Enter, view, edit and submit travel expenses
• Capture and attach receipt images
• Review and approve travel expenses
• View travel itineraries
– “Wrapped” using Citrix tools and made available as a mobile app in the “ORNL Store”
• 2018-present
– Roll-out new TravX lab-wide June 2018
Tools for Modernizing
Travel
15 A Modernized Travel UX on Top of Standard SAP Travel
Tools for Modernizing Travel
• Balsamiq for wireframes
• HTML5/CSS
• Bootstrap
• jQuery
• FontAwesome and Glyphicons from Bootstrap
• Various plugins for Bootstrap and jQuery
• Citrix tools for “wrapping” it as a mobile app
16 A Modernized Travel UX on Top of Standard SAP Travel
Tools for Modernizing Travel - Balsamiq
Demo
18 A Modernized Travel UX on Top of Standard SAP Travel
“Old” TravX
19 A Modernized Travel UX on Top of Standard SAP Travel
Modernized TravX
Desktop Mobile
20 A Modernized Travel UX on Top of Standard SAP Travel
Modernized Travel
Desktop Mobile
21 A Modernized Travel UX on Top of Standard SAP Travel
Modernized Travel - Desktop
22 A Modernized Travel UX on Top of Standard SAP Travel
Modernized Travel - Desktop
23 A Modernized Travel UX on Top of Standard SAP Travel
Modernized Travel - Mobile
24 A Modernized Travel UX on Top of Standard SAP Travel
Modernized Travel - Mobile
25 A Modernized Travel UX on Top of Standard SAP Travel
Modernized Travel - Mobile
26 A Modernized Travel UX on Top of Standard SAP Travel
Modernized Travel - Mobile
27 A Modernized Travel UX on Top of Standard SAP Travel
Next Steps for Travel Modernization
Main Travel Expense and Approval UI
Travel Reservation Request UI
Honorarium Request UI
Conference Attendance Planning UI
Foreign Travel Request and Approval UI
FY 2017 FY 2018 FY 2019
Travel BI Reporting
Credit Card UI
Cost Distribution UI
Business Personal UI
View Itinerary
View Simulation
Certification UI
Receipt Capture & Attachments
Lodging Exception UI
Non-US Flag Carrier UI
Travel Audit UI
TMP Booking Queue UI
Receipts Required UI
Offsite Assignments UI
Cash Advances UI
Monetary Co-Sponsorships UI
28 A Modernized Travel UX on Top of Standard SAP Travel
Acknowledgements
• Thank you to Lamar Lepard, group lead of Apps: Financial Management, for providing the history of Travel at ORNL and SAP diagrams.
• Thank you to Gail Calloway, functional lead for Travel, for providing Travel process diagrams.
• Thank you to our Travel Modernization team:
Development TeamMegan BradleyMorgan BrooksHannah GreiseLamar Lepard Michael Wells
Nevada Williford
Functional TeamGail Calloway
Tammy HillLeslie Ornduff
29 A Modernized Travel UX on Top of Standard SAP Travel
Questions?
• Megan Bradley
Apps: Financial Management – SAP Travel Task Lead
