PCM Methodology

ã SAP AG 2009April 2009 Release

180document.xls

04/18/2023

Title of the accelerator

Purpose In this section indicated the prupose of the accelerator……..

Project Identification

Project Name Project Number Project Type

Customer Name Customer Number Project Start.Finish

Project Sponsor Program Manager Project Manager (Customer)

Project Manager Service Partner(s) Project Manager (Service Partner)

B6

The project identififcation table is optional. It is recommended that this be inculded should it be helpful for the development of the final deliverable.

PCM Project Methodology

Project Methodology - Project Preparation - Assessment

Process Flow Objectives

Prerequisites

Deliverables

Other Tools

Key Players

Project Scope

Project Preparation Business Blueprint Realization

PSD

Project ScopingDocument

CP

ComercialProposal

TRD

TechnicalRecommendation

Document

Validation

PHD

Pre-Sales Handover Document

Main Menu Project Methodology Model Building Methodology

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction

Modeler TrainingBusiness Requirements

& Functional Design

Project Methodology


reports, etc.

Customers

Ü Understand the customers Business RequirementsÜ Gather detailed information regarding structures, allocations/calculations,

Ü Estimate the consulting effort required

Ü Pre-Sales Handover Document (PHD)

Ü Commercial Proposal (CP)Ü Project Scoping Document (PSD)Ü Technical Recommendation Document (TRD)

Ü Implementation MethodologyÜ Pre-Sales ModelÜ Propossal TemplateÜ Case Studies

Ü Project sponsorÜ Project managerÜ Business UserÜ IT Representative

Realization Final Preparation Go Live And Support

Knowledge AreaModel Building Methodology

Tests

Optimizations

Technical Design

Deployment Project Review

Construction

End User/IT Training

Modeler Training

Iterative Methodology

SuppliersÜ Project managerÜ Sales TeamÜ Technical Support (Install)


Methodology

Knowledge Area

Objectives & Benefits Project Roles By Phase Personal Skills

Typology of Project Customer Team Project Management Skills

SAP Consulting Involvement Supplier Team Business Skills

Solution Design Skills

Technical skills/All Roles

Technical Sills/EPO Consultant

Templates

Document Title Project PhaseÜ Project Scoping Questionnaire AssesmentÜ Technical Recommendation Document AssesmentÜ Project Charter Template StartupÜ Project Plan Template StartupÜ Business Req Spec Template Business RequirementsÜ General Technical Specifications Template DesignÜ Details Technical Specifications Template DesignÜ Quality Test Plan Template DesignÜ Acceptance Memo Template DeploymentÜ Case study template ReviewÜ Project review Report ReviewÜ Issue Log Template Phase ReviewÜ Risk Log Template Phase ReviewÜ Status Reporting Template Phase Review

Tools

Document Title Project PhaseÜ English Template Document StartupÜ Stage Agenda Template StartupÜ Status Reporting Template StartupÜ Contact List Template StartupÜ Customer Communication Form StartupÜ Directory Structure Startup



How To Use This Methodology Project Roles Skills Matrix

Ü Project Organization StartupÜ Communication Plan StartupÜ Project Teams Roles StartupÜ Change Management Process StartupÜ Quality Assurance Plan StartupÜ Issue Management Process StartupÜ Issue Log Template StartupÜ Risk Management Process StartupÜ Risk Log Template StartupÜ Pre-Sales Handover Doc AssesmentÜ Project Estimation Tool AssesmentÜ Stage Agenda Template Business RequirementsÜ Key Business Questions Business RequirementsÜ Book design Documentation Business RequirementsÜ Model Allocation Template Business RequirementsÜ Example Allocation Types Business RequirementsÜ Example Model Design DesignÜ Model Review Template OptimizationsÜ Lessons Learned template ReviewÜ ALG Satisfaction Survey ReviewÜ Model Specific Training Template TrainingÜ Server Sizing Questionaire Installation

Main Menu

Personal Skills

Project Management Skills

Business Skills


Technical skills/All Roles

Technical Sills/EPO Consultant

Project Phase Document NameAssesment PSD - EPO Project Scoping Document.doc

Assesment TRD - EPO Technical Recommendations.doc

Startup PJC - Project Charter v1.0.doc

Startup PPT - Project Plan Template v1.0.mpp

Business Requirements BRS - Business Requirements Specifications v1.0.doc

Design GTS - General Technical Specifications v1.0.doc

Design DTS - Detailed Technical Specifications v1.0.doc

Design QTP - Quality Test Plan v1.0.doc

Deployment CAD - Customer Acceptance Document v1.0.doc

Review CST - Case studies Template.doc

Review PRR - Project Review Report.doc

Phase Review ILT - Issue Log Template.xls

Phase Review RLT - Risk Log Template.xls

Phase Review Project Status Report v3.0.doc

Project Phase Document NameStartup ETD - English Template Document v1.0.doc

Startup SAT Startup - State Agenda Template for Startup v1.0.doc

Startup Project Status Report v3.0.doc


Startup CCF - Customer Communication Form v1.0.doc

Startup PFS - Knowledge Base Folder Structure v1.0.xls



Skills Matrix


Startup PCP - Project Communications Plan v1.0.doc

Startup PTR - Project Teams Roles v1.0.doc

Startup CMP - Change Management Process v1.0.doc

Startup QAP - Quality Assurance Plan v1.0.doc

Startup IMP - Issue Management Process v1.0.doc

Startup ILT - Issue Log Template.xls

Startup RMP - Risk Management Process v1.0.doc

Startup RLT - Risk Log Template.xls

Assesment PHD - Pre-Sales Handover Document v1.0.doc

Assesment PCM

Business Requirements SAT BusReq - State Agenda Template for Business Requirements v1.0.doc

Business Requirements KBQ - Key Business Questions v1.0.doc

Business Requirements BDD - Book Design Documentation v1.0.doc

Business Requirements MAT - Model Allocation Template v1.0.doc

Business Requirements EAT - Example Allocation Types.xls

Design EMD - Example Model Design.xls

Optimizations MRT - Model Review Template v1.0.doc

Review LLR - Lessons Learned Report V1.0.doc

Review ASS - ALG Satisfaction Survey.doc

Training MST - Model Specific Training Template v1.0.doc

Installation Server Sizing.zip




Prerequisites

Deliverables

Other Tools

Key Players

Project Scope


PSD

Project ScopingDocument

CP

ComercialProposal

TRD


Document

Validation

PHD

Pre-Sales Handover Document

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Project Methodology


reports, etc.

Customers

Ü Understand the customers Business RequirementsÜ Gather detailed information regarding structures, allocations/calculations,

Ü Estimate the consulting effort required

Ü Pre-Sales Handover Document (PHD)

Ü Commercial Proposal (CP)Ü Project Scoping Document (PSD)Ü Technical Recommendation Document (TRD)

Ü Implementation MethodologyÜ Pre-Sales ModelÜ Propossal TemplateÜ Case Studies



Tests

Optimizations

Technical Design

Deployment Project Review/Support

Construction


Modeler Training



SuppliersÜ Project managerÜ Sales TeamÜ Technical Support (Install)


Project Methodology - Project Preparation - Startup


Prerequisites

Deliverables

Other ToolsSetup Project Environment


PJP

Project Plan

CP

Approved ComercialProposal

PJC

Project Charter

Validation

TRD

Approved TechnicalRecommendations

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Key Players

Project Methodology

Project Methodology - Project Preparation - Startup

-- not yet converted

Ü Setup the project environment

Ü Approved Commercial Proposal (CP)Ü Approved Technical Recommendations (TRD)

Ü Project Plan (PJP)Ü Project Charter (PJC)

Ü English Template DocumentÜ Stage Agenda TemplateÜ Status Reporting TemplateÜ Contact List TemplateÜ Customer Communication FormÜ Directory StructureÜ Project OrganizationÜ Communication PlanÜ Project Teams RolesÜ Change Management ProcessÜ Quality Assurance PlanÜ Issue Management ProcessÜ Issue Log Template


Tests

Optimizations

Technical Design


Construction


Modeler Training



Customers

Suppliers

Ü Risk Management Process Ü Risk Log Template


Ü Project managerÜ Sales TeamÜ Technical Support (Install)


Project Methodology - Business Blueprint - Business Requirements & Functional Design


Prerequisites

Deliverables

Other Tools


Need Analysis

Functional Scope

BRS

BusinessRequirementsSpecifications

PJC

Project Charter

TRD


Model Definition(s)

ModelSpecification

Final Delivarable

Client Requirements

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


PJP

Project Plan

Key Players

Ü Product Perspective

BusinessRequirementsSpecifications

Validation


Project Plan

Project Methodology

Project Methodology - Business Blueprint - Business Requirements & Functional Design

Ü Identify the functional and technical needs of the customerÜ Evaluate the workload and resources requiredÜ Analyze risks and success factorsÜ Define the acceptance criteria for functional deliverablesÜ Review the Technical Recommendations

Ü Client RequirementsÜ Project Charter (PJC)Ü Project Plan (PJP)Ü Technical Recommendation Document (TRD)

Ü Business Requirement Specifications (BRS)Ü Updated Project Plan (PJP)Ü Updated Technical Recommendation Document (TRD)

Ü Stage Agenda Template (SAT)Ü Data Dictionary TemplateÜ Key Business Questions (KBQ)Ü Book design Documentation (BDD)Ü Security/User TemplateÜ Model Allocation Template (MAT)


Tests

Optimizations

Technical Design


Construction


Modeler Training



Customers

Suppliers

Ü Example Allocation Types (EAT) Product Perspective

Ü Project sponsorÜ Project managerÜ Business UserÜ End User(s)

Ü Project managerÜ Business Consultant


Project Methodology - Business Blueprint - PCM Installation


Prerequisites

Deliverables

Other Tools

Key Players

Notes


Installation

TRD


Document

Validation

CAD

Customer AcceptanceDocument

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Project Methodology

Project Methodology - Business Blueprint - PCM Installation

autonomous on the installations

Customers

Suppliers

Ü Transfer knowledge to the IT Representative to allow the customer to be

Ü Install and validate the PCM Environment

Ü Technical Recommendation Document (TRD)

Ü Installed software on Production/Operation Environment (CAD)

Ü Installation GuideÜ Customer Acceptance Document (CAD)Ü Server Sizing Questionaire

Ü IT Representative

Ü Technical Support (install)

Ü Refer to standard SAP installation methodology.Ü Use the installation guide available in the lastest version of PCM installation CD.


Tests

Optimizations

Technical Design


Construction


Modeler Training




Project Methodology - Realization - Modeler Training


Prerequisites

Deliverables

Key Players

Notes


Training for Modeler/Admin

PJC

Project Charter

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Project Methodology

Project Methodology - Realization - Modeler Training

Customers

Suppliers

Ü Train the modeler in preparation for the design session.

Ü Project Charter (PJC)

Ü Design related trainingÜ Advanced Rules and Books Training CourseÜ Ad-hoc Advanced Modules e.g. Work Manager

Ü Modeler/Administrators

Ü Project managerÜ Senior Consultant

Ü Refer to standard SAP training methodology.


Tests

Optimizations

Technical Design


Construction


Modeler Training




Project Methodology - Realization - Design


Prerequisites

Deliverables

Other Tools


Model Architecture

Input/Output Interfaces

Technical Architecture

BRS

Business Requirement

Specifications

Specifications

GTS

GeneralTechnical

Specifications

DTS

DetailTechnical

Specifications

TRD

TechnicalRecommendations

Document

Validation

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Key PlayersGeneralTechnical

Specifications

DetailTechnical

Specifications

Test SchedulePJP

Project Plan

Validation

QTP

Quality Test Plan

Project Methodology

Project Methodology - Realization - Design

Ü Gather detailed data and design the modelÜ Recommend design concerning : data, operational processes, IT infrastructure, functional organization, securityÜ Define and validate the acceptance test scheduleÜ Evaluate precisely the workloads and resources required

Ü Updated project Plan (PJP)Ü Business Requirement Specification (BRS)Ü Updated Technical Recommendation (TRD)

Ü Design Specification Ü General Technical Specifications (GTS) Ü Detailed Technical Specifications (DTS)Ü Quality Test Plan (QTP)Ü Updated Project Plan (PJP)Ü Updated Technical Recommendations Document (TRD)

Ü Model Design Example (EMD)Ü Rules LibraryÜ Model Library


Tests

Optimizations

Technical Design


Construction


Modeler Training



Customers

Suppliers

Ü Project sponsorÜ Project managerÜ End User(s)Ü Data administrator

Ü Project managerÜ Business ConsultantÜ Product & Senior Product Consultants


Project Methodology - Realization - Construction


Prerequisites

Deliverables

Other Tools


Build The Reports

Functional Tests

QTP

Quality Test Plan

Knowledge Transfer

Validation

GTS

GeneralTechnical

Specifications

DTS

DetailTechnical

Specifications

OPD

OperationalMaintenance

Document

Build The Model

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Key Players

Validation

Project Methodology

Project Methodology - Realization - Construction

Ü Build the model, populate data and perform functional testingÜ Develop reporting interfaces and securityÜ Document the operational proceduresÜ Use a step by step validation process (interfaces, rules, etc.)Ü Start validation and deployment phases

Ü Updated project Plan (PJP)Ü Design Documents Ü General Technical Specifications (GTS) Ü Detailed Technical Specifications (DTS)Ü Quality Test Plan (QTP)

Ü Validated modelÜ Operational Maintenance Document (OPD)Ü Test Plan Resut (TPR)

Ü Product DocumentationÜ Optimization ToolsÜ Rules LibraryÜ Model Building Methodology


Tests

Optimizations

Technical Design


Construction


Modeler Training



Customers

Suppliers


Ü Project managerÜ Product ConsultantÜ Senior Product Consultant


Model Building Methodology - Realization - Construction - Build The Model

Process Flow and minimal suite of actions.

the assignments can be built following by the rules.

because avoid to re-build previous step many times.

Ü The purpose of this phase is to build the model following the Design specification and a logical

Ü The model is built step by step: each new step depending on all the previous steps.

Ü The first step is to build the structure. It represents the foundation of the model.

Ü So the data can be populated and the data imports automated. With the data and the structure,

Ü The last step is then to build the security.

Ü This phase and the respect of the action orders insures a minimum of effort, rapidity and stability,


Build The Structure

Build Security

Populate Data

Build The Assignments

Build Rules

Automate Data Import

Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Build Workflow

Finished Model

Model Building Methodology

Model Building Methodology - Realization - Construction - Build The Model

and minimal suite of actions.

the assignments can be built following by the rules.

because avoid to re-build previous step many times.

The purpose of this phase is to build the model following the Design specification and a logical

The model is built step by step: each new step depending on all the previous steps.

The first step is to build the structure. It represents the foundation of the model.

So the data can be populated and the data imports automated. With the data and the structure,

The last step is then to build the security.

This phase and the respect of the action orders insures a minimum of effort, rapidity and stability,


Tests

Optimizations

Technical Design


Construction


Modeler Training




Model Building Methodology - Realization - Construction - Build The Model - Build The Structure

Process Flow Structure Building Process Flow


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Objectives

Prerequisites

Deliverable

Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Model - Build The Structure

Structure Building Process Flow


Tests

Optimizations

Technical Design


Construction


Modeler Training



Detail Technical Specifications) without restriction on the structure section

Ü Build the structure of the modelÜ Follow the Design SpecificationsÜ Insure the model basis

Ü Validated Design Documents (General Technical Specifications and

Ü Model Basis


Model Building Methodology - Realization - Construction - Build The Model - Populate Data

Process Flow Data Population Process Flow


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Objectives

Prerequisit

Deliverables

Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Model - Populate Data

Data Population Process Flow


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü Populate data Ü Test the reliability of the importsÜ Automate the data importsÜ Test the reliability of the automationÜ Test the accuracy of the first results regarding the Design SpecificationsÜ Connect the model with its environment (data sources)

Ü Model with the structureÜ Validated Design Documents without restriction on the input data sectionÜ Availability of the set of input data

Ü Model with the structure and dataÜ Process for the automation of the data imports


Model Building Methodology - Realization - Construction - Build The Model - Build The Assignments

Process Flow Assignment Building Process Flow


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Objectives

Prerequisites

Deliverables

Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Model - Build The Assignments

Assignment Building Process Flow


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü Build the assignmentsÜ Link the items to each others Ü Follow the Design Specifications

Ü Model with the structure and populatedÜ Validated Design Documents without restriction on the assignment section

Ü Model with the structure, data and assignments


Model Building Methodology - Realization - Construction - Build The Model - Build Rules

Process Flow Rule Building Process Flow


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Objectives

Prerequisites

Deliverables

Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Model - Build Rules

Rule Building Process Flow


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü Build the specific rules needed for the completion of the modelÜ Follow the Design SpecificationsÜ End the designed modelÜ Allow to achieve the calculation

Ü Model with the structure, data and assignmentsÜ Validated Design Documents without restriction on the rules section

Ü Model with the structure, data, assignments and rulesÜ Completed and calculated model


Model Building Methodology - Realization - Construction - Build The Model - Build Security

Process Flow Security Building Process Flow


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Objectives

Prerequisites

Deliverables

Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Model - Build Security

Security Building Process Flow


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü Build the security required for the different types of usersÜ Limit the access of users to all or a part of modelÜ Follow the Design SpecificationsÜ End the model building

Ü Model with the structure, data, assignments and rulesÜ Validated Design Documents without restriction on the security section

Ü Complete Model


Model Building Methodology - Realization - Construction - Build The Report

Process Flow phase, following the Design specification.

foundation of the reports. This first steps allowed to build the books and the reports.

Ü The purpose of this phase is to build the reports associated to the model built in the previous

Ü The reports are also built step by step: starting with the base, the grids building, which are the

Ü The last step based on the model and the reports is to build the workflow which finished the model.

Ü This phase and the respect of its building logic insure early results and a reliable model.


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Report

phase, following the Design specification.

foundation of the reports. This first steps allowed to build the books and the reports.

The purpose of this phase is to build the reports associated to the model built in the previous

The reports are also built step by step: starting with the base, the grids building, which are the

The last step based on the model and the reports is to build the workflow which finished the model.

This phase and the respect of its building logic insure early results and a reliable model.


Tests

Optimizations

Technical Design


Construction


Modeler Training




Model Building Methodology - Realization - Construction - Build The Reports - Build Grids

Process Flow Grid Building Process Flow


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Objectives

Prerequisites

Deliverables

Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Reports - Build Grids

Grid Building Process Flow


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü Build the grids defined in the Design SpecificationsÜ Allow to visualize the resultsÜ Allow to analyze the trace back of the costÜ Allow to control the accuracy of model calculation

Ü Complete model Ü Validated Design Documents without restriction on the books section

Ü Model with the catalog of grids


Model Building Methodology - Realization - Construction - Build The Reports - Build Books/Reports

Process Flow Grid Building Process Flow


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Objectives

Prerequisites

Deliverables

Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Reports - Build Books/Reports

Grid Building Process Flow


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü Build the books and reports defined in the Design SpecificationsÜ Build the output of the model (including output data)Ü Allow to show the results and the analyze to usersÜ Allow the users to access to a part of the modelÜ Allow to communicate about the model and its resultsÜ Apply the security on all the booksÜ Automate the Report Manager

Ü Complete modelÜ Availability of the catalog of gridsÜ Validated Design Documents without restriction on the books section

Ü Complete books and reports


Model Building Methodology - Realization - Construction - Build The Reports - Build Workflow

Process Flow Workflow Building Process Flow


Build The Structure

Build Security

Populate Data


Build Rules


Build The Model

Build Grids

Build Books/Reports

Build Workflow

Build The Reports

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Objectives

Prerequisites

Deliverables

Build Workflow

Finished Model


Model Building Methodology - Realization - Construction - Build The Reports - Build Workflow

Workflow Building Process Flow


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü If needed, build communication and agreement between Project Manager and usersÜ Send information email

Ü Complete model with grids, books and reportsÜ Validated Design Documents with the complete communication process

Ü Finished Model


Project Methodology - Realization - Model Tests


Prerequisites

Deliverables

Other Tools

Key Players


Test Data Loads

Test Allocation/Calculation

Check Allocation Balance

Test Books/Report/Output Performane

Validation

GTS

GeneralTechnical

Specifications

DTS

DetailTechnical

Specifications

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Validation

Project Methodology

Project Methodology - Realization - Model Tests

Customers

Suppliers

Ü Test overal model functionalityÜ Test allocation balanceÜ Test book/reporting functionalityÜ Test data loading mechanism

Ü Completed ModelÜ Design Documents Ü General Technical Specifications (GTS) Ü Detailed Technical Specifications (DTS)

Ü Model test results

Ü Model balancing book

Ü Project manager

Ü Project managerÜ Senior Product Consultant


Tests

Optimizations

Technical Design


Construction


Modeler Training




Project Methodology - Realization - Model Review


Prerequisites

Deliverables

Other Tools

Key Players


Review Data Loads

Review Allocation/Calculation

Review Allocation Balance

Review Books/Report/Output

Validation

GTS

GeneralTechnical

Specifications

DTS

DetailTechnical

Specifications

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Validation

Project Methodology

Project Methodology - Realization - Model Review

Customers

Suppliers

Ü Review the rules and model structure for functional/calculation correctnessÜ Review Books & Books Script for functionality and appropriateness

Ü Tested ModelÜ Design Documents Ü General Technical Specifications (GTS)

Ü Recommendations for model improvements

Ü Model Review Template (MRT)

Ü Project manager

Ü Project managerÜ Senior Product Consultant


Tests

Optimizations

Technical Design


Construction


Modeler Training




Project Methodology - Realization - Optimizations


Prerequisites

Deliverables

Other Tools

Key Players


Review The Model

Write Recommendations

GTS

GeneralTechnical

Specifications

DTS

DetailTechnical

Specifications

TRD

TechnicalRecommendations

Document

PSQ

Model Review

Document

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Validation

Project Methodology

Project Methodology - Realization - Optimizations

Customers

Suppliers

Ü Reviewing the rules and model design for performance improvementsÜ Review Books Script and functionality for performance improvementsÜ Review Interfaces for performance improvement e.g. Report Manager

Ü Completed ModelÜ Design Documents Ü General Technical Specifications (GTS) Ü Detailed Technical Specifications (DTS)

Ü Recommendations for model improvements

Ü Model Review Template (MRT)Ü Optimization Tools

Ü Project manager

Ü Project managerÜ Product ConsultantÜ Senior Product Consultant


Tests

Optimizations

Technical Design


Construction


Modeler Training




Project Methodology - Final Preparation - End User/IT Training


Prerequisites

Deliverables

Other Tools

Key Players


PJP

Project Plan

CP

Approved ComercialProposal

Deliver Training

SCQ

Satisfaction Questionaire

Validation

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Notes

Project Methodology

Project Methodology - Final Preparation - End User/IT Training

the software

Customers

Suppliers

Ü Train the customer in the required functionality to enable them to operate

Ü Commercial ProposalÜ Project Charter

Ü Basic Training CourseÜ Advanced Rules and Books Training CourseÜ Ad-hoc Advanced Modules e.g. Work Manager

Ü Model Specific Training Template (MST)Ü Training Guide(s) And Course Materials

Ü Business User(s)

Ü Project managerÜ Sales TeamÜ Technical Support (Install)


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü Refer to standard SAP training methodology.


Project Methodology - Final Preparation - Deployment


Prerequisites

Deliverables

Other Tools

Key Players


PTM

Training Manual

Training Course for The Model

Production Startup

OPD

OperationMaintenance

Document

CAD

User AcceptanceDocument

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Project Methodology

Project Methodology - Final Preparation - Deployment

Customers

Suppliers

Ü Start up productionÜ Deploy the model in the Operational EnvironmentÜ Train the users and ensure transfer of know-how to administrators and operatorsÜ Initiate maintenance process

Ü Update Project Plan (PJP)Ü Operational Maintenance Document (OPD)

Ü Training Package for Users And AdministratorsÜ Acceptance of Model (CAD)

Ü Model Specific Training ChecklistÜ End User Manual Template

Ü Project ManagerÜ End UsersÜ Future administrator

Ü Project Manager


Tests

Optimizations

Technical Design


Construction


Modeler Training



Ü Technical consultantÜ Training Consultant


Project Methodology - Final Preparation - Project Review/Support


Prerequisites

Deliverables

Other Tools

Key Players


Project Review Phase

PJC

Project Charter

PJP

Project Plan

Evaluate Benefits And Impacts PRR

Project ReviewDocument

Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Project Methodology

Project Methodology - Final Preparation - Project Review/Support

development, review technical requirement

Customers

Ü Complete project review : decision-making processes, deployment,

Ü Identify positive and negative pointsÜ Formalize know-how and experience gained from the projectÜ Validation of impact upon the organization Ü Project Plan (PJP)Ü Project Charter (PJC)Ü Business Specification (BRS)Ü Technical Recommendation Dcoument (TRD)

Ü Project Review Report (PRR)Ü Case Study (CST)Ü Customer Summary (Internal)Ü Technical Recommendation Document (TRD)

Ü Lessons Learned Template (LLR)Ü SAP Satisfaction Survey (ASS)

Ü Project SponsorÜ Project Manager


Tests

Optimizations

Technical Design


Construction


Modeler Training



SuppliersÜ Project managerÜ Business ConsultantÜ Senior Manager


Knowledge Area - How To Use This Methodology

How To Use This Methodology

The method is a reference for planning, managing, and executing projects to implement an PCM solution according to the SAP approach.

This first version concentrates on the aspect relevant to the design and construction of a PCM model.

Who should use this Methodology?The method for implementing PCM projects, is aimed at experienced consultants and project managers performing the implementation of ABC/ABM project.

This first version covers also the essential prerequisite skills such as project management and knowledge of PCM software.

What should be read?

Provide the different stages and the logical sequence to build a model.

Provide the project roles, the essential prerequisite skills by project role, and some guidelines to help you to use this methodology.

This experience may come from involvement in other types of project. Consultants and Project Managers who are already experienced in implementing ABC/ABM project may also find this version useful as a quick check list or a source of example deliverables.

Ü Project Methodology Provide a guide to the key stages required for managing a PCM implementation project. These stages are aligned with all Project Methodology suggested by our partners. But in this part, prerequisites, deliverables, process flows and activities for each phase are documented with what is specific for PCM implementation. You will find templates to help you to move forward in your project step by step.

Ü Model Building Methodology

Ü Knowledge area

Objectives & Benefits

Typology of Projects


SAP Consulting Involvement

Project Roles By Phase

Customer Team

Supplier Team

Personal Skills


Business Skills


Technical Skills/All Roles

Technical Skills/Consultants


Ü Templates and Tools Provide some example templates and an overview of the tools that could be used to achieve a PCM implementation project. The same documents are also available in the first part, spread out over the different phases of the project methodology.

Knowledge Area

Knowledge Area - How To Use This Methodology

How To Use This Methodology

The method is a reference for planning, managing, and executing projects to implement an PCM solution according to the SAP approach.

This first version concentrates on the aspect relevant to the design and construction of a PCM model.

The method for implementing PCM projects, is aimed at experienced consultants and project managers performing the implementation of ABC/ABM project.

This first version covers also the essential prerequisite skills such as project management and knowledge of PCM software.

Provide the different stages and the logical sequence to build a model.

Provide the project roles, the essential prerequisite skills by project role, and some guidelines to help you to use this methodology.

This experience may come from involvement in other types of project. Consultants and Project Managers who are already experienced in implementing ABC/ABM project may also

Provide a guide to the key stages required for managing a PCM implementation project. These stages are aligned with all Project Methodology suggested by our partners. But in this part, prerequisites, deliverables, process flows and activities for each phase are documented with what is specific for PCM implementation. You will find templates to help you to move forward in your project step by step.

Skills Matrix

Personal Skills


Business Skills





Provide some example templates and an overview of the tools that could be used to achieve a PCM implementation project. The same documents are also available in the first part, spread out over the different phases of the project methodology.


Knowledge Area - How To Use This Methodology - Objectives & Benefits

Objectives of The Methodology

The Methodology describes in an exhaustive way the general step of construction of a model and different the phases from implementation.It provides hints, tips, templates, questionnaires, techniques, and defined process for planning projects

The method structures each step :

Global Benefits

There are two key features of the Methodology

The Methodology has been developed to

Ü Standardization of the processesÜ Identification of the key playersÜ WorkshopsÜ Documents templates

Ü Business focusÜ Proven from experience

Ü Enable clients to successfully implement PCM environments.Ü Maximize business benefits and return on investment






Customer Team

Supplier Team

Personal Skills


Business Skills





This methodology has evolved from the best practices

Benefits to SAP Consulting

The SAP Methodology

Benefits to Partners

The SAP Methodology

Ü Minimize project risks.

Ü Feedback from projects world-wide over the yearsÜ Learned what works, what doesn’tÜ Methodology reviewed on a regular basis

Ü Enables consultants to implement projects in a repeatable, efficient mannerÜ Supports project implementations of varying scales,Ü Promotes SAP Consulting as a professional organizationÜ Allows corporate training for consultants (and partners)

Ü Provides opportunities for partners/management consultants with PCM expertiseÜ Iterative approach offers opportunities to build long-term relationships and enterprise-wide implementations based on successful projectsÜ Enables consultants to implement projects in a repeatable, efficient mannerÜ Can be integrated with existing partner methodologies.

Knowledge Area

Knowledge Area - How To Use This Methodology - Objectives & Benefits

The Methodology describes in an exhaustive way the general step of construction of a model and different the phases from implementation.It provides hints, tips, templates, questionnaires, techniques, and defined process for planning projects

Skills Matrix

Personal Skills


Business Skills





Iterative approach offers opportunities to build long-term relationships and enterprise-wide implementations based on successful projects


Knowledge Area - How To Use This Methodology - Typology of Projects


The objective of this project is to help the customer to define the business requirements. In this type of project, we start the project from scratch. There is no legacy system.

Ü Type 1: Global Project






Customer Team

Supplier Team

Personal Skills


Business Skills





Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Case 1: The Business Requirements Specifications meets with the SAP expectations

Case 2: The Business Requirements Specifications does not meet with the SAP expectations

We have to reformulate the Business Requirements Specifications (possibility to do a re-engineering)

ü Starting stage: Assessment4 First Deliverable: Business Requirements Specifications

Ü Type 2: Project with existing Business Requirements Specifications

ü Starting stage: the Design phase, with a workshop to validate our understanding Business Requirements 4 First Deliverable: General Technical Specifications

ü Starting stage: Business Requirements4 First Deliverable: Business Requirements Specifications (reformulated) and General Technical Specifications

Ü Type 3: Project with existing Business Requirements Specifications but they look like Technical Specifications.

ü Starting stage: the Design phase with a workshop to validate our understanding of the Business Requirements4 First Deliverable: the General Technical Specifications and an introduction which summarizes the Business Requirements

Ü Type 4: Project migration. The customer has an existing model (Excel, Metify, Competitor software)

ü Starting stage: the Design phase4 First Deliverable: the General Technical Specifications and an analysis of the difference between PCM and the current system

Knowledge Area

Knowledge Area - How To Use This Methodology - Typology of Projects

The objective of this project is to help the customer to define the business requirements. In this type of project, we start the project from scratch. There is no legacy system.

Skills Matrix

Personal Skills


Business Skills





Tests

Optimizations

Technical Design


Construction


Modeler Training



Case 2: The Business Requirements Specifications does not meet with the SAP expectations

We have to reformulate the Business Requirements Specifications (possibility to do a re-engineering)

Starting stage: the Design phase, with a workshop to validate our understanding Business Requirements

First Deliverable: Business Requirements Specifications (reformulated) and General Technical Specifications

Type 3: Project with existing Business Requirements Specifications but they look like Technical Specifications.

Starting stage: the Design phase with a workshop to validate our understanding of the Business Requirements First Deliverable: the General Technical Specifications and an introduction which summarizes the Business Requirements

Type 4: Project migration. The customer has an existing model (Excel, Metify, Competitor software)

First Deliverable: the General Technical Specifications and an analysis of the difference between PCM and the current system


Knowledge Area - How To Use This Methodology - SAP Consulting Involvement


This schema presents the SAP Consulting involvement on each Methodology stage with a partner in a Global Project.The expertise of SAP Consulting has to be used in the most important stages: The Design and the Optimizations.The installation is performed by the Helpdesk in order to know the Customer environment.The standard Training is mandatory performed by SAP, all specific training (focused to the model) could be deliver by the partner.

SAP Involvement Partner Involvement






Customer Team

Supplier Team

Personal Skills


Business Skills





Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Optimizations

Knowledge Area

Knowledge Area - How To Use This Methodology - SAP Consulting Involvement

This schema presents the SAP Consulting involvement on each Methodology stage with a partner in a Global Project.The expertise of SAP Consulting has to be used in the most important stages: The Design and the Optimizations.

The standard Training is mandatory performed by SAP, all specific training (focused to the model) could be deliver by the partner.

Skills Matrix

Personal Skills


Business Skills





Tests

Optimizations

Technical Design

Construction


Modeler Training



Optimizations




Knowledge Area - Project Roles

Project Roles

The number of roles is independent of the number of individual people.A person may fill one or more roles during a project.The project size, the duration, the scope, the resource experience and the availability determine the number of roles that a single individual will fill.

An additional some groups of personnel act as project review groups. These groups are:

A project consists of many roles with specific responsibilities and activities.

To ensure an optimal project organization, there are two groups of personnel directly involved with the project. Each group plays a central role and is responsible for specific tasks during the execution of the project. These groups are:

Ü customer project teamÜ supplier project team

Ü the executive committee (sponsors, managers), which reviews progress and validates important decisionsÜ the quality assurance teamÜ the project review board (project managers of customer and supplier team), which acts as the project’s management team.






Customer Team

Supplier Team

Personal Skills


Business Skills





Knowledge Area

Knowledge Area - Project Roles

The project size, the duration, the scope, the resource experience and the availability determine the number of roles that a single individual will fill.

To ensure an optimal project organization, there are two groups of personnel directly involved with the project. Each group plays a central role and is responsible for specific tasks

the executive committee (sponsors, managers), which reviews progress and validates important decisions

the project review board (project managers of customer and supplier team), which acts as the project’s management team.

Skills Matrix

Personal Skills


Business Skills






Knowledge Area - Project Roles - Project Roles By Phase

Project Roles by Phase

Ü Project Roles by phase displays the involvement of the various project roles throughout the solution phases






Customer Team

Supplier Team

Personal Skills


Business Skills





Tests

Optimizations

Review

Assessment

Startup

PCM Installation

Technical Design

Construction


& Functional Design


Knowledge Area

Knowledge Area - Project Roles - Project Roles By Phase

Project Roles by phase displays the involvement of the various project roles throughout the solution phases

Skills Matrix

Personal Skills


Business Skills





Tests

Optimizations

Technical Design


Construction


Modeler Training




Knowledge Area - Project Roles - Customer Team

Client Project Team Roles

Project Sponsor

Business User

IT Representative

End User(s) The End Users advise the project team on the business requirements. In addition, they assure the quality of solution.

Database Administrator The Database Administrator provides the project team with access to all data sources.

The Project Sponsor defines the project’s objectives in relation to the organization’s objectives. The project sponsor also identifies the key members of the project’s management team, establishes key priorities, authorizes, and finances the project. The project sponsor is also responsibility for establishing and monitoring the escalation procedures to take in the event of conflict.

Project sponsors usually hold a senior position in the customer’s management team. In practice, they often delegate some of their direct involvement and decision making.

Business User are responsible for defining the project strategy, business requirements and validating the project direction at key points. The Business User understands the business rules and processing of the current organization. They inform the project team on how data is currently used in the organization, transformations or business rules that are applied to data. The business analyst will provide support in understanding the information.

The IT Representative advises the project team on the organizations overall IT strategy and co-ordinates the appropriate IT staff to support the project team. He provides expertise and support on the hardware platforms and on the customer’s network architecture.






Customer Team

Supplier Team

Personal Skills


Business Skills





Project Manager

Future administrator

Skills:

The Customer’s Project Manager is responsible for ensuring that the project delivers business value. The project manager manages the day-to-day direction and co-ordination of the project team and the reference group and presents the project status to the project sponsor. The customer project manager is also responsible for ensuring organizational support and resourcing for the project (such things as providing equipment, software, useraccounts for non-customer staff, office space, access passes/ID-cards, etc.).

Project sponsors usually hold a senior position in the customer’s management team. In practice, they often delegate some of their direct involvement and decision making.

The Future Administrator is responsible for maintaining the solution, including scheduling and monitoring refresh jobs.

Ü fundamentals of operating systemsÜ PCM maintenance and administrationÜ data management and administrationÜ understanding of PCM concepts

Knowledge Area

Knowledge Area - Project Roles - Customer Team

The End Users advise the project team on the business requirements. In addition, they assure the quality of solution.

The Database Administrator provides the project team with access to all data sources.

The Project Sponsor defines the project’s objectives in relation to the organization’s objectives. The project sponsor also identifies the key members of the project’s management team, establishes key priorities, authorizes, and finances the project. The project sponsor is also responsibility for establishing and monitoring the escalation procedures to take in the event of conflict.

Project sponsors usually hold a senior position in the customer’s management team. In practice, they often delegate some of their direct

Business User are responsible for defining the project strategy, business requirements and validating the project direction at key points. The Business User understands the business rules and processing of the current organization. They inform the project team on how data is currently used in the organization, transformations or business rules that are applied to data. The business analyst will provide support in understanding the

The IT Representative advises the project team on the organizations overall IT strategy and co-ordinates the appropriate IT staff to support the project team. He provides expertise and support on the hardware platforms and on the customer’s network architecture.

Skills Matrix

Personal Skills


Business Skills





The Customer’s Project Manager is responsible for ensuring that the project delivers business value. The project manager manages the day-to-day direction and co-ordination of the project team and the reference group and presents the project status to the project sponsor. The customer project manager is also responsible for ensuring organizational support and resourcing for the project (such things as providing equipment, software, useraccounts for non-customer staff, office space, access passes/ID-cards, etc.).

Project sponsors usually hold a senior position in the customer’s management team. In practice, they often delegate some of their direct

Administrator is responsible for maintaining the solution, including scheduling and monitoring refresh jobs.


Knowledge Area - Project Roles - Supplier Team

Supplier Project Team Roles

Project Manager

Business Consultant

Product Consultant

Senior Product Consultant

Training Consultant The Training Consultant is responsible for the design, development, and provision of the training given to the customer's employees. This involves:

The Project Manager is responsible for the day-to-day direction and co-ordination of the technical consultants. The service provider project manager interfaces directly with the customer’s project manager.

The Business Consultant advises the project team on the definition of the business process. The purpose of the Business Consultant is to address the business and functional criteria of the PCM model to meet the client needs Consultants are usually bought into the team to advise and guide the project team on specific subject matter, including modelling, business systems requirements, or data design.

The Product Consultant develops and tests the solution to the required quality according to the proposed design. The Product Consultant also constructs the model(s) and the reports. He is responsible for unit testing each other work.

The Senior Product Consultant works closely with the supplier project manager to ensure that the project processes are running smoothly and that every effort is made to deliver a high quality system. This person is responsible for the co-ordination of the design phase and the construction process and for ensuring that the application meets the business objectives.

Ü conducting on going training needs analyses to assess the target audience and to defineÜ the most efficient and effective method to provide the training designing and developing training and coaching programsÜ preparing training material, case studies, instructional demonstrations and hands-on training and coachingÜ organizing delivery of the training from the appropriate expert, and at the correct phase of the project






Customer Team

Supplier Team

Personal Skills


Business Skills





Technical Consultant

Ü reviewing the training at each stage to continuously improve the quality and effectiveness of training as an intrinsic part of the project cycle.

The Technical Consultant is responsible for installation of PCM on client site. Further, they are required to assist the client with any installation issues, including pre-install requirements definition, installation, performance and stress testing, component testing.

Knowledge Area

Knowledge Area - Project Roles - Supplier Team

The Training Consultant is responsible for the design, development, and provision of the training given to the customer's employees. This involves:

The Project Manager is responsible for the day-to-day direction and co-ordination of the technical consultants. The service provider project manager interfaces directly with the customer’s project manager.

The Business Consultant advises the project team on the definition of the business process. The purpose of the Business Consultant is to address the business and functional criteria of the PCM model to meet the client needs Consultants are usually bought into the team to advise and guide the project team on specific subject matter, including modelling, business systems requirements, or data design.

The Product Consultant develops and tests the solution to the required quality according to the proposed design. The Product Consultant also constructs the model(s) and the reports. He is responsible for unit testing each other work.

The Senior Product Consultant works closely with the supplier project manager to ensure that the project processes are running smoothly and that every effort is made to deliver a high quality system. This person is responsible for the co-ordination of the design phase and the construction process and for ensuring that the application meets the business objectives.

conducting on going training needs analyses to assess the target audience and to definethe most efficient and effective method to provide the training designing and developing training and coaching programspreparing training material, case studies, instructional demonstrations and hands-on training and coachingorganizing delivery of the training from the appropriate expert, and at the correct phase of the project

Skills Matrix

Personal Skills


Business Skills





reviewing the training at each stage to continuously improve the quality and effectiveness of training as an intrinsic part of the project cycle.

The Technical Consultant is responsible for installation of PCM on client site. Further, they are required to assist the client with any installation issues, including pre-install requirements definition, installation, performance and stress testing, component testing.


Knowledge Area - Skills Matrix

Skills MATRIX

The Role Skill Matrix describe in a matrix the minimum level of competencies required to perform the responsibilities included in the Role Definition.

It defines in details each level of competence for each competence relevant to the Supplier

We have identified five groups of competencies:

In this first version of the Methodology, we just have identified if we need a minimum level of a competence for each role (Project or Function oriented).

In the future version, each skill will be graduated.

Ü Personal skillsÜ Project Management skillsÜ Business skillsÜ Solution Design skillsÜ Technical Skills






Customer Team

Supplier Team

Personal Skills


Business Skills





Knowledge Area

Knowledge Area - Skills Matrix

The Role Skill Matrix describe in a matrix the minimum level of competencies required to perform the responsibilities included in the Role Definition.

It defines in details each level of competence for each competence relevant to the Supplier

In this first version of the Methodology, we just have identified if we need a minimum level of a competence for each role (Project or Function oriented).

Skills Matrix

Personal Skills


Business Skills






Knowledge Area - Skills Matrix - Project Management Skills


PM : Project Manager TS : Technical Support (Install)BC : Business Consultant SP : Senior Product Consultant

The levels are different according the various roles.

TC : TrainerPC : Product Consultant

ü This flag indicates a minimum level for the skill. In this first version on the methodology, the levels are not graduated.






Customer Team

Supplier Team

Personal Skills


Business Skills





Knowledge Area

Knowledge Area - Skills Matrix - Project Management Skills

PC : Product Consultant

This flag indicates a minimum level for the skill. In this first version on the methodology, the levels are not graduated.

Skills Matrix

Personal Skills


Business Skills






Knowledge Area - Skills Matrix - Business Skills

Business Skills










Customer Team

Supplier Team

Personal Skills


Business Skills





Knowledge Area

Knowledge Area - Skills Matrix - Business Skills



Skills Matrix

Personal Skills


Business Skills






Knowledge Area - Skills Matrix - Personal Skills

Personal Skills










Customer Team

Supplier Team

Personal Skills


Business Skills





Knowledge Area

Knowledge Area - Skills Matrix - Personal Skills



Skills Matrix

Personal Skills


Business Skills






Knowledge Area - Skills Matrix - Solution Design Skills











Customer Team

Supplier Team

Personal Skills


Business Skills





Knowledge Area

Knowledge Area - Skills Matrix - Solution Design Skills



Skills Matrix

Personal Skills


Business Skills






Knowledge Area - Skills Matrix - Technical Skills/All Roles











Customer Team

Supplier Team

Personal Skills


Business Skills





Knowledge Area

Knowledge Area - Skills Matrix - Technical Skills/All Roles



Skills Matrix

Personal Skills


Business Skills






Knowledge Area - Skills Matrix - Technical Skills/Consultants











Customer Team

Supplier Team

Personal Skills


Business Skills





Knowledge Area

Knowledge Area - Skills Matrix - Technical Skills/Consultants



Skills Matrix

Personal Skills


Business Skills





Date post:	21-Dec-2015
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