Preface

19

The Objective of This Book

20

Who This Book Is For

20

How This Book Is Organized

21

Acknowledgments

23

1 SAP S/4HANA Fundamentals

25

1.1 Transition into an Intelligent, Sustainable Enterprise

26

1.1.1 What Makes an Enterprise Intelligent and Sustainable?

26

1.1.2 Preparing Businesses for a Fast-Changing Future

28

1.1.3 Achieving More across the Value Chain

28

1.1.4 Sustainability at the Core of Your Organization

29

1.1.5 RISE with SAP and GROW with SAP

29

1.2 Key Technologies

30

1.2.1 SAP S/4HANA Cloud

30

1.2.2 SAP Business Technology Platform

33

1.2.3 SAP Business AI

35

1.2.4 SAP HANA

38

1.2.5 SAP Fiori

40

1.3 Deployment and Operating Models

43

1.3.1 Cloud

43

1.3.2 On-Premise

45

1.3.3 Hybrid

46

1.3.4 Deployment Considerations for SAP S/4HANA

46

1.4 Deployment Approaches

47

1.5 Summary

50

2 Introduction to SAP Activate

53

2.1 SAP Activate Key Concepts

53

2.2 Components of SAP Activate

59

2.2.1 Ready-to-Run Business Processes

60

2.2.2 Methodology

62

2.2.3 Tools for Adoption and Extensibility

64

2.3 SAP Activate Phases and Project Management

65

2.3.1 Discover

66

2.3.2 Prepare

67

2.3.3 Explore

67

2.3.4 Realize

68

2.3.5 Deploy

69

2.3.6 Run

70

2.3.7 Project Management

70

2.4 Clean Core Strategy

73

2.5 Golden Rules for Implementing SAP S/4HANA Cloud

76

2.5.1 Golden Rules and Benefits

77

2.5.2 Rule 1

79

2.5.3 Rule 2

80

2.5.4 Rule 3

82

2.5.5 Rule 4

83

2.5.6 Rule 5

85

2.5.7 Governance to Keep the Core Clean

85

2.6 SAP Activate Methodology Taxonomy

89

2.6.1 Workstreams

90

2.6.2 Deliverables

93

2.6.3 Tasks

94

2.6.4 Accelerators

95

2.7 SAP Activate Community

96

2.7.1 Register and Access the SAP Activate Community

96

2.7.2 Find Your Way in the SAP Activate Community

97

2.7.3 Ask Questions and Find Answers

98

2.7.4 How to Contribute Blog Posts

99

2.8 SAP Activate Training and Certification

100

2.9 Summary

103

3 Accessing SAP Activate

105

3.1 SAP Activate Roadmap Viewer

105

3.2 SAP Signavio Process Navigator

113

3.2.1 Solution Scenario Information

118

3.2.2 Solution Process Information

119

3.3 SAP Cloud ALM

123

3.3.1 SAP Cloud ALM for Implementation

124

3.3.2 SAP Cloud ALM for Operations

145

3.3.3 Transition from SAP Solution Manager to SAP Cloud ALM

149

3.4 Summary

151

4 Starting with a Working System

153

4.1 SAP Best Practices for SAP S/4HANA

153

4.1.1 SAP S/4HANA Cloud Public Edition

153

4.1.2 SAP S/4HANA Cloud Private Edition

164

4.2 Enterprise Management Layer for SAP S/4HANA

169

4.2.1 Structure of Content

170

4.2.2 Updates

172

4.2.3 Deployment Options

172

4.3 Summary

173

5 Implementation Activities

175

5.1 Business-Driven Configuration

175

5.1.1 Preparation for Configuration

176

5.1.2 Planning of Configuration

179

5.1.3 Execution of Configuration

181

5.1.4 SAP Central Business Configuration

182

5.2 Data Migration

185

5.2.1 Data Migration Preparation

186

5.2.2 Data Migration Execution with Staging Tables

188

5.2.3 Data Migration Execution Using Direct Transfer

190

5.2.4 Enhancing the Migration Objects Using the Migration Object Modeler

190

5.3 Extensibility

190

5.3.1 Key User Extensibility

192

5.3.2 Developer Extensibility

192

5.3.3 Side-by-Side Extensibility

193

5.3.4 Tools and Implementation

193

5.4 Integration

195

5.4.1 Prepare

197

5.4.2 Explore

198

5.4.3 Realize

199

5.5 SAP Business AI

199

5.5.1 Foundational Elements for Leveraging SAP Business AI

200

5.5.2 Lessons Learned from Integrating SAP Business AI

202

5.5.3 The Future of SAP Business AI

204

5.6 Testing

206

5.6.1 SAP S/4HANA Cloud Public Edition

206

5.6.2 SAP S/4HANA Cloud Private Edition

209

5.6.3 SAP S/4HANA

211

5.7 Summary

214

6 Agile Project Delivery

215

6.1 Roles, Responsibilities, and Governance

215

6.1.1 Roles

216

6.1.2 Events

220

6.1.3 Artifacts

222

6.2 Creating and Managing the Backlog

222

6.3 Agile Realization

225

6.3.1 Defining Release and Sprint

225

6.3.2 Anatomy of a Sprint

227

6.4 Definition of Ready and Done

230

6.5 Putting It All Together

233

6.6 SAP Activate in a Scaled Agile Environment

234

6.6.1 Common Principles in SAFe and SAP Activate

235

6.6.2 Alignment Points for Each Configuration of SAFe

236

6.7 Summary

238

7 New Implementation of SAP S/4HANA

239

7.1 New Implementation of SAP S/4HANA Cloud Public Edition

239

7.1.1 Deployment Approach Overview

240

7.1.2 Discover Your Solution

241

7.1.3 Prepare Your Project

244

7.1.4 Explore the Solution

253

7.1.5 Realize Your Requirements

264

7.1.6 Deploy Your Solution

287

7.1.7 Run Your Solution

291

7.2 New Implementation of SAP S/4HANA Cloud Private Edition

295

7.2.1 Deployment Approach Overview

295

7.2.2 Discover Your Solution

298

7.2.3 Prepare Your Project

302

7.2.4 Explore the Solution

307

7.2.5 Realize Your Requirements

312

7.2.6 Deploy Your Solution

319

7.2.7 Run Your Solution

321

7.3 New Implementation of SAP S/4HANA

323

7.3.1 Deployment Approach Overview

324

7.3.2 Discover Your Solution

327

7.3.3 Prepare Your Project

333

7.3.4 Explore the Solution

337

7.3.5 Realize Your Requirements

355

7.3.6 Deploy Your Solution

373

7.3.7 Run Your Solution

376

7.4 Summary

378

8 System Conversion and Selective Data Transition to SAP S/4HANA

379

8.1 Deployment Project Overview

379

8.2 Discover Your Solution

382

8.2.1 Strategic Planning

382

8.2.2 Trial System Provisioning

384

8.2.3 Application Value and Scoping

384

8.2.4 Conversion Readiness Assessment

387

8.3 System Conversion

389

8.3.1 Prepare Your Project

390

8.3.2 Explore the Solution

399

8.3.3 Realize Your Requirements

410

8.3.4 Deploy Your Solution

418

8.3.5 Run Your Solution

420

8.4 Selective Data Transition

422

8.5 Summary

428

9 Deploying Hybrid System Landscapes

429

9.1 What Is a Two-Tier ERP Setup?

430

9.1.1 Corporate Headquarters and Subsidiary Setup

432

9.1.2 Central Services Setup

433

9.1.3 Supply Chain Ecosystem

433

9.2 Move Options

434

9.3 Master Data

436

9.3.1 Data Replication Framework

436

9.3.2 API-Based Replication

437

9.4 Finance

437

9.4.1 Financial Planning

438

9.4.2 Advanced Financial Closing

441

9.4.3 Intercompany Reconciliation Automation

442

9.4.4 Financial Consolidation

443

9.4.5 Cash Visibility of Subsidiary at Headquarters

446

9.5 Sales

447

9.5.1 Subsidiary as a Local Sales Office

447

9.5.2 Drop-Shipping

449

9.5.3 Returns Handling

453

9.6 Services

455

9.6.1 Service Order Management

455

9.6.2 Repair Order Integration

457

9.6.3 Sales and Installation

459

9.6.4 Warranty Claim Process

462

9.7 Procurement

463

9.7.1 Procurement Handled Directly by Subsidiary

463

9.7.2 Centralized Procurement at Headquarters

464

9.7.3 Centralized Contracting from Headquarters

466

9.7.4 Centralized Scheduling Agreements from Headquarters

468

9.8 Manufacturing

469

9.8.1 Production at Subsidiaries

469

9.8.2 Assembly at Subsidiaries with Components Provided by Headquarters

472

9.8.3 Integration with Manufacturing Execution Systems

474

9.8.4 Predictive Material and Resource Planning with Scheduling Agreements

476

9.8.5 MRP Visibility Scenarios

477

9.9 Integration

479

9.10 Analytics and Reporting

480

9.11 Summary

482

10 Organizational Change Management

483

10.1 Organizational Change Management

483

10.1.1 The People Side of Digital Transformation

484

10.1.2 OCM Framework

486

10.1.3 OCM in SAP Activate

488

10.1.4 Learning and Enablement

496

10.1.5 OCM in the Cloud Context

501

10.1.6 Scoping OCM for an SAP Project

502

10.2 Transition to the Customer Center of Expertise

504

10.2.1 Organizational Readiness in the Customer Center of Expertise

504

10.2.2 Capability Framework

505

10.2.3 Roadmap for Organizational Readiness

506

10.2.4 New Roles with SAP S/4HANA Cloud

507

10.3 Summary

510

11 SAP Activate for Other SAP Products

511

11.1 SAP Activate for SAP SuccessFactors

511

11.2 SAP Activate for the Intelligent Enterprise

514

11.3 SAP Activate for SAP Business Technology Platform

516

11.4 SAP Activate for Two- to Three-System Landscape Conversions

517

11.5 SAP Activate Methodology for SAP S/4HANA Upgrades

519

11.6 Additional SAP Activate Methodology Roadmaps

521

11.7 Summary

523

A SAP Activate Certification Preparation

525

A.1 Exam Structure

525

A.2 Practice Questions

526

A.2.1 SAP Activate Overview

527

A.2.2 SAP Activate Elements

528

A.2.3 Workstreams Overview

529

A.2.4 Transition Path “New Implementation SAP S/4HANA Cloud Public Edition”

530

A.2.5 Transition Path “New Implementation SAP S/4HANA Cloud Private Edition”

532

A.2.6 Agile Project Planning

533

A.2.7 Agile Project Delivery

534

A.2.8 System Conversion to SAP S/4HANA Cloud Private Edition

535

A.2.9 Selective Data Transition to SAP S/4HANA Cloud Private Edition

536

A.3 Practice Question Answers and Explanations

537

A.3.1 SAP Activate Overview

537

A.3.2 SAP Activate Elements

538

A.3.3 Workstreams Overview

539

A.3.4 Transition Path “New Implementation SAP S/4HANA Cloud Public Edition”

540

A.3.5 Transition Path “New Implementation SAP S/4HANA Cloud Private Edition”

541

A.3.6 Agile Project Planning

542

A.3.7 Agile Project Delivery

543

A.3.8 System Conversion to SAP S/4HANA Cloud Private Edition

544

A.3.9 Selective Data Transition to SAP S/4HANA Cloud Private Edition

545

B The Authors

547

B.1 Contributors

548