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_________________________________ _________________________________ _________________________________
Deg, Deploying, and Managing SAP Employee Self-Service (SAP ESS) and SAP Manager Self-Service (SAP MSS) Solutions: New Strategies and Guidelines Brandon Toombs, Sarah Goff Loconto AspireHR
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© 2008 Wellesley Information Services. All rights reserved.
In This Session … •
• •
_________________________________
Discuss the strategic potential of ESS, MSS, and the Portal on which they reside Demonstrate ESS and MSS functionality Discuss implementation strategies
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 1
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 2
What Is Employee Self-Service (ESS)? •
•
_________________________________
Collection of services designed to provide individual employees access to view and maintain their own data ESS today Œ Œ Œ
_________________________________ _________________________________ _________________________________
Currently in its third generation Runs within the SAP Portal Has become a de facto requirement for business where a sizable percentage of employees have computer access
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 3
What Is Manager Self-Service (MSS)? •
•
_________________________________
Integrated applications that give managers information and process initiation capability for their staff MSS today Œ Œ Œ
_________________________________ _________________________________ _________________________________
Currently in its second generation Runs within the SAP Portal Not as prevalent due to change management challenges
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 4
From Promise to Reality, Typical ESS and MSS Implementations •
_________________________________
A typical lifecycle Œ Œ
_________________________________
Bold plans are made for ESS and MSS Stakeholders are greeted with visions of the packages’ promise: f High visibility f High organizational excitement f Promises of increased efficiency f Promises of employee and manager empowerment f “HR Self-Service Nirvana”
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 5
A Typical Outcome •
Reality may differ quite a bit from the promise Œ
Œ
Œ
•
_________________________________ _________________________________
ESS is implemented as part of the implementation of SAP HR f Paychecks online, some data entry Limited MSS is rolled out shortly thereafter f Managers see little value f Managers feel HR work is being pushed on them Due to “implementation hangover,” future functionality is never rolled out f Not enough budget or political clout
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Result Œ Œ
_________________________________
Limited ESS/MSS impact The promise of ESS/MSS is never realized
_________________________________ 6
This Doesn’t Have to Be the Reality •
ESS and MSS are powerful packages capable of the very things that are promised: f f
f
f
•
_________________________________ _________________________________ _________________________________
Reduce and simplify data entry Hone your workforce via Talent Relationship Management, Performance Management, MSS, etc. Empower employees and managers to do more for themselves Free up HR’s valuable time for more strategic HR efforts
_________________________________ _________________________________ _________________________________ _________________________________
Through some careful planning, organizations can implement in a manner that will help make the reality closer to the promise
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What Is the Value of ESS and MSS? •
Transactional Œ
Œ
Œ
•
_________________________________ _________________________________
Reduce istrative overhead by eliminating the manual steps in common processes Put data update capabilities closer to the source, reduce the need for HR to be data entry specialists Solidify your audit trail to meet Sarbanes-Oxley requirements
_________________________________ _________________________________ _________________________________ _________________________________
Talent management Œ
Œ
_________________________________
Provide information and tools to managers to allow them to identify, develop, and retain their employees Provide employees the ability to manage their skill sets and careers
_________________________________ _________________________________ _________________________________ 8
The Other Value •
•
•
_________________________________
ESS and MSS are the primary means of interaction most employees have with HR These services therefore carry great weight in the enterprise’s perceptions of HR The questions to ask: Œ
Œ
_________________________________ _________________________________ _________________________________ _________________________________
How do you want to position your HR department in the minds of the business? How do your ESS/MSS solutions fit within this marketing strategy?
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HR and the Business … the Perception •
_________________________________
We have a marketing problem
_________________________________
“Most HR organizations have ghettoized themselves literally to the brink of obsolescence. They are competent at the istrivia of pay, benefits, and retirement, but companies increasingly are farming those functions out to contractors who can handle such routine tasks at lower expense.” * •
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ESS and MSS can either reinforce this view or re-cast HR in the role of strategic partner
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* From “Why We Hate HR” by Keith Hammonds of Fast Company
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HR and the Business … the Reality •
_________________________________
HR professionals have the tools and capability to cultivate the workforce if given the opportunity
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“As companies gain control over the HR transactional systems, they are turning their attention to HCM applications aimed at helping LOB managers acquire, develop, measure, and manage their workforce.” *
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
* From The Human Capital Management Applications Report, 2004-2009 by AMR Research
_________________________________ 11
HR and the Business … the Opportunity •
ESS and MSS now include tools that can help you meet your HCM strategic goals Œ Œ Œ
•
_________________________________ _________________________________ _________________________________
Attract the right employees Develop those employees Retain your employees
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Not just: Œ Œ
_________________________________
Pay your employees the right amount Send the paychecks to the right place
_________________________________ _________________________________ _________________________________ _________________________________ 12
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 13
ESS — What’s in It for Me as an Employee? •
•
•
_________________________________
I can take ownership of my data, raising my comfort level that it’s correct I don’t have to call in to a service center to handle most tasks: it’s quick and convenient I can obtain the information I need to complete my life event without having to dig around an HR intranet Œ
I can take greater ownership of my career
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14
Example: Address Change — Without ESS •
Without ESS Œ Œ Œ
•
_________________________________ _________________________________
Employee fills in change of address form Mails/faxes to HR inputs into SAP
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Problems Œ Œ
Œ
_________________________________
Slower Three points of failure: f Employee writes down wrong information f Document gets lost in mail or fax is unreadable f makes keying error Audit trail shows made the change in SAP — not the employee
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Example: Address Change — With ESS •
With ESS Œ Œ
•
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Employee logs into ESS Employee updates data in real time
_________________________________ _________________________________
Benefits Œ Œ Œ
_________________________________
Instant Only one point of failure: employee mis-key Audit trail shows employee made change
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Most Popular ESS Services • • • • • • •
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Change of address Change of bank information Benefits enrollment Timesheets Leave requests View paycheck View benefit data
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ESS Service Thumbnails •
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Address change Œ
Œ
_________________________________
Allows employees to change their addresses Key validation f Zip code must be correct for state
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ESS Service Thumbnails (cont.) •
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Bank information Œ
Œ
_________________________________
Change direct deposit information Key validation f Routing number must be valid
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ESS Service Thumbnails (cont.) •
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Family / dependents Œ
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Most commonly used to feed to benefits enrollment
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ESS Service Thumbnails (cont.) •
_________________________________
Benefits enrollment Œ
Œ
_________________________________
Web-enabled version of SAP benefits Key validation f Too many to mention!
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ESS Service Thumbnails (cont.) •
_________________________________
Timesheet Œ Œ
_________________________________
Used to input employee time Key validation f Check for valid cost centers
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ESS Service Thumbnails (cont.) •
_________________________________
W-4 change Œ
Œ
_________________________________
Change federal or state withholding Key validation f Employee must declare that they are entitled to allowances
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ESS Service Thumbnails (cont.) •
_________________________________
Leave request Œ
Œ
_________________________________
Allows employees to request time off Key validation f Check whether employee has enough vacation for request
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ESS Service Thumbnails (cont.) •
_________________________________
Who’s who Œ Œ
_________________________________
Employee directory Pulls data from various points within SAP
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ESS Demo • •
_________________________________
Address change Bank change
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 26
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 27
MSS — What’s in It for Me as a Manager? •
I can view my employees’ data quickly Œ
•
_________________________________
View my direct reports and lower levels as well
_________________________________
I can initiate personnel activities Œ Œ
•
_________________________________
_________________________________
Initiate pay raises Switch cost centers
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I can develop my people and my organization Œ Œ Œ Œ Œ
_________________________________
Deliver performance appraisals ister compensation plans Develop requirements for my jobs Plan for succession Search for talent
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MSS — How Does It Work? •
Displays manager’s employees based on the SAP org structure Œ
• •
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Normally based on the “Head of Org Unit” relationship
_________________________________
Shows direct reports or all subordinate employees With minor development, can allow “proxy” access for a manager’s secretary Œ
_________________________________ _________________________________
Not recommended, but often a requirement
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MSS Service Thumbnails •
_________________________________
Universal worklist Œ Œ
_________________________________
Used to launch workflow approvals Can set up a substitute to handle workflows on a temporary basis
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MSS Thumbnails •
_________________________________
General information page
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Click on employee
_________________________________
Data is updated below
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MSS Thumbnails (cont.) •
_________________________________
Compensation information page
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Salary survey data
_________________________________ Salary adjustment history
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MSS Thumbnails (cont.) •
Personnel development page
_________________________________ Qualifications held by employee
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Look at requirements of position
_________________________________ _________________________________ _________________________________
Recommend training courses
_________________________________ 33
MSS Thumbnails (cont.) •
_________________________________
Personnel change requests Œ
Œ
Œ
Œ
_________________________________ _________________________________
Integrated Adobe forms Provide up-front data validation Use SAP workflow for approval Latest generation (HR Processes and Forms) can automatically update SAP
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MSS Thumbnails (cont.) •
_________________________________
Compensation planning Œ Œ
_________________________________
ister compensation plans Integrates with performance appraisals
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MSS Demo • •
_________________________________
Personnel development Personnel change request
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 36
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 37
What Is the SAP Portal? •
•
_________________________________
Generally speaking, a portal is a Web-based interface that allows people and organizations to access and exchange information online SAP NetWeaver® Portal offers a single point of access to: Œ Œ Œ Œ Œ
_________________________________ _________________________________ _________________________________ _________________________________
SAP and non-SAP information sources Enterprise applications Information repositories Databases Tools and services
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What Is the SAP Portal? (cont.) •
• • •
_________________________________
SAP Portal provides access to internal and external resources Integrated in a single experience Single sign-on functionality enables ease of access SAP placed in the leader quadrant of the Gartner 2007 Horizontal Portal Magic Quadrant
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Portal Integration in the Enterprise
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ERP TREX Search Engine
Document Management
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Other Business Applications
BI
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External Web Sites
MSS
_________________________________
ESS
A single integration point for many tools and resources
40
Portal Roles and HR Services •
•
_________________________________
Employee Self-Service and Manager Self-Service are key HR tools delivered through the Portal Use of the Portal’s role functionality enables you to deliver different service and content combinations to different employee populations Œ
Œ
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Different geographies may desire a different set of ESS services f For example, remuneration statement may not be applicable in countries not using SAP Payroll Managers in different organizations or levels of the enterprise may require different sets of MSS reporting tools f For example, executives may want access to headcount planning tools 41
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Portal Roles •
_________________________________
Portal roles allow you to provide tailored information and services based on employees’: Œ Œ Œ Œ Œ Œ
Location Job function Management level Employment status Organization Personalized areas of interest
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Location: Location: New New York York Manager: Manager: Yes Yes
Org: Org: s s Receivable Receivable
_________________________________
Employee: Employee: Yes Yes
_________________________________ _________________________________
Title: Title: Manager Manager of of A/R A/R
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Portal Roles (cont.) •
_________________________________
Your HR data provides information used to tailor what the sees in the Portal
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Manager/Supervisor Manager/Supervisor Relationships Relationships
_________________________________ Personnel Personnel Area Area
_________________________________ _________________________________
Employee Employee Group/ Group/ Subgroup Subgroup
_________________________________
Organizational Organizational Assignment Assignment
_________________________________ _________________________________
Position Position or or Job Job Title Title
43
Enterprise Content Management •
•
_________________________________
SAP NetWeaver Portal delivers enterprise content management tools that are simple to implement and use With the Portal, companies can: Œ
Œ
Œ
_________________________________ _________________________________ _________________________________
Have a company-wide intranet or extranet using robust Portal and Knowledge Management capabilities of SAP NetWeaver Put content authoring and publishing into the hands of the content owners! Reduce the dependency on IT to ister the permissions and capabilities of intranet Web publishing
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 44
Web Page Composer Roles •
•
•
_________________________________
Web Page Composer offers a series of roles to enable efficient content creation and publishing This allows for segregation of responsibilities within the organization Gives content owners the ability to publish content themselves, while still maintaining a review/edit process
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Example of Interface for Article Publishing
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Source: SAP, “Introduction to the Web Page Composer” 46
Example of a Web Page Composer Page
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Examples of Knowledge Management Capabilities •
New Web Page Composer framework enables you to put together: Œ
Œ
Œ
•
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News f Deliver timely announcements Links f Deliver relevant links to documents, Web sites, intranet resources, etc. Subscription services f Provides ability to push content to groups
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TREX search engine f f
_________________________________
Provides search capabilities across all KM content Can be used to crawl both internal and external Web content (for example, a benefit provider’s Web site)
_________________________________ 48
Using Knowledge Management Tools for HR •
Create a focal point for HR information in the Portal Œ
Œ
•
_________________________________ _________________________________
One-stop-shop for all HR communications and resources f Reduce the need for employees to search through emails to find HR’s latest message Searchable content available at any time f Use TREX search engine to crawl internal and external HR information
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Combining the Portal’s role-based management with the enterprise content management capabilities Œ
Œ
_________________________________
HR can deliver targeted messages to specific employee populations HR can use simple publishing processes via Web-based authoring
_________________________________ _________________________________ 49
Portal Content Capabilities Enhance Your ESS and MSS •
While ESS and MSS provide robust transaction processing, s often need just-in-time information while completing a process Œ
•
_________________________________ _________________________________ _________________________________ _________________________________
Position this information alongside the relevant processes
Using SAP NetWeaver Portal Knowledge Management, your HR community can provide comprehensive process
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50
Portal Content Capabilities Enhance Your ESS and MSS (cont.) •
_________________________________
Wrap related information around ESS and MSS services to deliver just-in-time process Œ Œ Œ Œ Œ
_________________________________ _________________________________
Timely messages News Links Process FAQs Event-specific targeted information
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Portal Content Demo • • •
_________________________________
Integrating content with HR Services Various content options Promoting HR’s strategic message via the SAP Portal
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 52
Portal Discussion Continued •
Larger than just HR — the Portal gives you the ability to provide information on: Œ Œ
Œ Œ
•
_________________________________ _________________________________
The organization (corporate vision, news, etc.) The employee’s everyday work functions (integration with other tools and systems, collaboration with teams, etc.) Personal HR information (ESS) Management tools and information (MSS)
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
It’s alive — keep it cared for and fed with fresh content and services regularly updated
_________________________________ _________________________________ _________________________________ 53
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 54
Objectives of This Section •
•
_________________________________
To equip non-technical personnel with information required for planning a project Minimize technical detail
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A Brief History of ESS and MSS Technology •
ESS Œ
Œ Œ
•
_________________________________ _________________________________
First generation: Internet Transaction Server (ITS) stand-alone services Second generation: ITS Services integrated into SAP Portals Third (current) generation: Web Dynpro applications
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MSS Œ
Œ
_________________________________
First generation: JavaServer Pages (JSPs) integrated into SAP Portals Second (current) generation: Web Dynpro applications
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Web Dynpro ESS/MSS for the ITS Crowd •
ESS is completely redesigned Œ
Œ Œ
•
_________________________________ _________________________________
New screens using SAP’s new programming model, Web Dynpro New Java Web Server New programming logic on the back end (all class-based)
_________________________________ _________________________________ _________________________________
for ITS-based ESS services will end Œ
_________________________________
Ready or not, here it comes
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Key Points on Infrastructure •
A parallel infrastructure is required for ESS/MSS Œ
• •
_________________________________ _________________________________
SAP NetWeaver AS Java
_________________________________
Separate servers are required Some Java experience is very helpful
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A Typical SAP Landscape Before Self-Services and Portal
_________________________________
SAP ERP Systems Dev
_________________________________
QA
_________________________________
Prod
_________________________________ SAP NetWeaver AS ABAP
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A Typical SAP Landscape After Self-Services and Portal
_________________________________ _________________________________
SAP ERP Systems Dev
QA
_________________________________
Prod
_________________________________ SAP NetWeaver AS ABAP
_________________________________
Portal/Self-Service Systems
_________________________________
Dev
QA
_________________________________
Prod
_________________________________
SAP NWDI
_________________________________ _________________________________
SAP NetWeaver AS Java SAP NWDI = SAP NetWeaver Development Infrastructure 60
SAP NetWeaver Developer Infrastructure (NWDI) • •
_________________________________
Used for Web Dynpro Service Maintenance Performs SAP Basis tasks Œ Œ Œ Œ
_________________________________ _________________________________
Checks out services to local PCs for development Keeps track of Java library dependencies Manages transports Manages packs
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SAP NWDI Lessons Learned •
Setup of SAP NWDI always takes longer than anticipated Œ
•
_________________________________
Get started as early as possible
_________________________________
Use of experienced resources can save months of effort Œ
•
_________________________________
_________________________________
Learn from past obstacles
_________________________________
Set-up of SAP NWDI should not be considered complete until the transport process to QA is validated Œ
_________________________________
This will validate that the entire SAP NWDI function is working
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Infrastructure FAQs •
We use Web Dynpro for ABAP. Can we use this for ESS/MSS rather than Web Dynpro for Java? Œ
•
_________________________________ _________________________________
SAP has developed ESS/MSS on Web Dynpro for Java. There are no plans to migrate this to ABAP.
_________________________________
Do we need SAP NetWeaver Development Infrastructure (NWDI)?
_________________________________
No. However, SAP NWDI greatly speeds the process of development and pack application. The infrastructure has an up-front setup effort but yields benefit long term.
_________________________________
Œ
•
_________________________________
_________________________________
_________________________________
Do we have to use SAP Portal with ESS/MSS? Œ
_________________________________
Possibly on a very limited basis. However, you would likely create numerous additional development requirements and reduce your solution’s ability.
_________________________________ 63
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 64
Agenda for Implementation — Two Parallel Tracks •
Functional Œ
•
_________________________________
Traditional phases
_________________________________
Technical Œ
•
_________________________________
_________________________________
Set up hardware and infrastructure
_________________________________
Why two parallel tracks? Œ
Œ
Set up of infrastructure most likely source of delay in all ESS/MSS/Portals projects The infrastructure setup process should begin as early as possible and should be a point of emphasis
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
GOTCHA! 65
Road-Map for Implementation — Two Parallel Tracks
_________________________________
Functional Determine Strategic Objectives and Establish Timeline
_________________________________ Buildprint Phase 1
Realization
Testing and Training
_________________________________
Go-Live/Prep for Phase 2
_________________________________ _________________________________ _________________________________
Technical
_________________________________ Procure Development Hardware
Installation and Base Configuration
Install QA and Prod Environments
Apply Packs
Stress Test
_________________________________ _________________________________ _________________________________ 66
Determine Strategic Objectives/Timeline •
What are we implementing and why? Œ Œ Œ
“Because it’s there” is the wrong answer Answer will vary based on organization Considerations f Talent management philosophy f Workforce makeup f Mandate for change f Clout of HR department f Budget
_________________________________ Determine Strategic Objectives and Establish Timeline
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 67
Level of Functionality •
Two extremes Œ
Œ
•
_________________________________ _________________________________
Minimal f Limited to ESS, focused on reducing istrative effort Maximum f SAP Portals as HR intranet (a.k.a. “functional portal”) or complete corporate intranet f ESS f MSS f Talent Management (E-Recruiting)
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Most companies fall somewhere in the middle
_________________________________ _________________________________ 68
Effort Analysis
_________________________________
Development Effort
Change Management Effort
_________________________________
Minimal Implementation
_________________________________
Effort
Effort
Maximal Implementation
_________________________________ _________________________________ _________________________________
Functionality •
_________________________________
Functionality
Incremental cost of adding new services Œ Œ
_________________________________
Once the infrastructure is in place, adding new services requires relatively low development effort However, adding strategic services requires significant buy-in from operations and executives (higher change management effort)
_________________________________ _________________________________ 69
Determine Strategic Objectives/Timeline •
Timeline considerations Œ Œ
Œ Œ
_________________________________ Determine Strategic Objectives and Establish Timeline
_________________________________
Rollout strategy (pilot vs. “big bang”) Training strategy (in-person vs. computer-based training) HR team workload Anticipated level of customization f This can usually be determined in advance ƒ How high is the bar set before you deviate from the standard SAP process? ƒ Do you change your internal terminology to match SAP or vice versa?
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 70
Determine Strategic Objectives/Timeline (cont.) •
Technical activities Œ
Œ
By now, you should have procured hardware and started installation Ensure resources on the team have experience with all the intricacies of SAP NWDI!
_________________________________ Determine Strategic Objectives and Establish Timeline
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 71
Buildprint •
What is Buildprint? Œ
•
_________________________________
Combination of blueprint and realization
Buildprint Phase 1
_________________________________
What is different from standard HR? Œ Œ
•
_________________________________
_________________________________
ESS and MSS are usually new to organization ESS and MSS demo systems can be used as part of the Buildprint process
_________________________________ _________________________________
Process is more iterative Œ Œ Œ
_________________________________
Design session Adjustments/mock-ups Follow-up design session
_________________________________ _________________________________ _________________________________ 72
Determine Strategic Objectives/Timeline •
_________________________________
Technical Activities Œ
Œ
_________________________________ Buildprint Phase 1
By beginning of Buildprint you should have set up your development environment to use in workshops Set up of SAP NWDI should be well under way to allow development activities to start on time
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 73
Example Buildprint
_________________________________ Workshop #2
Workshop #1 • Review system out of the box • Get • Configurationbased changes • Remove out-ofscope services • Prepare inventory of development items • Conduct focus groups
• Review updated system • Assess desirability of development items
_________________________________
Workshop #3
• Refine design • Prepare mock-ups for development items • Prepare inventory of changes • Conduct focus groups
_________________________________
Final Validation • Refine design • Prepare mockups for development items
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
74
Conducting Focus Groups •
_________________________________
Engaging end s in design sessions is critical to the success of ESS/MSS/Portal Œ Œ
_________________________________ _________________________________
End s provide a reality check on designs Holding focus groups also enhances your ability to “sell” the solution to the rest of the business f Very critical for MSS
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 75
Tips for Conducting Focus Groups •
•
_________________________________
Set expectations properly up front: what can change, what cannot Recommend at least three sessions, mirroring HR design sessions Œ
Œ Œ
_________________________________ _________________________________ _________________________________ _________________________________
First: solicit on current process and review potential solution Second: show mock-ups and updates based on Third: review final solution and focus on how to ensure adoption
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 76
Realization • •
Develop technical items Determine management process Œ Œ Œ
Œ
• •
_________________________________ _________________________________ Realization
_________________________________
How will new s get created? How is access revoked? Integrated with LDAP? If not: f What is the ID/? f What happens when the is locked? What is the process for determining what roles the has?
_________________________________ _________________________________ _________________________________ _________________________________
Develop security profiles in SAP ERP Technical timeline Œ Œ
_________________________________ _________________________________
QA should already be up and running (two weeks prior to end of Buildprint) Prod should be available by the middle of this phase
_________________________________ 77
Modifying ESS/MSS Services • • •
_________________________________
Multiple avenues for making changes Different skill sets required Should you change services? Œ
Œ
_________________________________ _________________________________ _________________________________
Pro f Some changes may make services more intuitive f These services are the primary many employees have with HR Con f Added development cost f Added cost f Potential loss of reliability
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 78
Recommendations for Modifying ESS/MSS Services • •
_________________________________
Make changes using configuration as desired Make only development changes with maximum functional and cosmetic impact
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 79
Summary of ESS/MSS Modification Types
_________________________________
Skill Set
Example
_________________________________
SAP ERP Configuration
Functional SAP HR
Specify which types of addresses can be maintained via ESS
_________________________________
SAP Portal Configuration
SAP Portal Configuration
Determine which services will appear for different employee populations
Web Dynpro Development Programming
Java/SAP Web Dynpro
Add a new field to a service
SAP ERP Development
ABAP
Add in an extra data validation
SAP Workflow
SAP Workflow
Add an extra layer of approval for a type of personnel change request
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 80
Testing and Training •
Testing Œ
•
_________________________________
Must be creative f Try to anticipate how untrained s may use the system
Testing and Training
_________________________________ _________________________________
Training Œ Œ Œ
•
_________________________________
_________________________________
Often the “critical path” due to number of s Determine whether on-site training will be required Integrate training as help text
_________________________________ _________________________________ _________________________________
Technical timeline Œ
_________________________________
Conduct stress test
_________________________________ 81
Go-Live/Prep for Phase 2 •
Go-live Œ
•
_________________________________
Focus on making sure first-time experience is smooth f You never get a second chance for first impression f Pilot with small group first to work out kinks f Stagger go-live to reduce server traffic
Go-Live/Prep for Phase 2
_________________________________ _________________________________ _________________________________ _________________________________
Begin work as soon as possible to capitalize on momentum
Technical timeline Œ
_________________________________ _________________________________
Prep for Phase 2 Œ
•
_________________________________
_________________________________
Nothing! Infrastructure is now in place
_________________________________ 82
Road-Map for Implementation — Two Parallel Tracks
_________________________________
Functional Determine Strategic Objectives and Establish Timeline
_________________________________ Buildprint Phase 1
Realization
Testing and Training
_________________________________
Go-Live/Prep for Phase 2
_________________________________ _________________________________ _________________________________
Technical
_________________________________ Procure Development Hardware
Installation and Base Configuration
Install QA and Prod Environments
Apply Packs
Stress Test
_________________________________ _________________________________ _________________________________ 83
Technical Tasks — Procure Development Hardware •
Procure the development hardware Œ Œ
•
Begin as early as possible to allow time to set up This can begin before scope is determined to ensure team is not waiting for setup
_________________________________
Procure Development Hardware
_________________________________ _________________________________
Relationship to overall project: Œ
_________________________________
_________________________________
Should begin prior to project preparation f Rule of thumb: leave the budget meeting at which your project receives green light and call your procurement group
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 84
Technical Tasks — Installation and Base Configuration •
Installation Œ
•
Set up SAP NWDI Œ
Œ Œ
• •
Networking task, very similar to install of SAP ERP
_________________________________ _________________________________
Installation and Base Configuration
_________________________________ _________________________________
Import ESS/MSS into central library to make them available for development f Often takes several tries! Setup of SAP NWDI is the most likely cause of delay in the project Experienced resources can save a lot of time and headaches!
_________________________________ _________________________________ _________________________________ _________________________________
Set up interconnectivity with Portal, SAP NWDI, and SAP ERP Relationship to overall project Œ
_________________________________ _________________________________
Should be completed within the first two weeks of Buildprint to allow for prototyping 85
Technical Tasks — Install QA and Production Environments •
Procure the hardware Œ
•
Set up environments Œ
•
_________________________________
Install QA and Prod Environments
_________________________________ _________________________________
Same as development environment
_________________________________
Confirm that transport process is working properly Œ
•
Use sizing tool based on anticipated traffic
Confirm set up properly by transporting to QA environment well in advance of testing in QA
Relationship to overall project Œ Œ
_________________________________
_________________________________ _________________________________ _________________________________
QA should be completed within two weeks of end of Buildprint Production should be completed by middle of Realization
_________________________________ _________________________________ 86
Technical Tasks — Apply Packs (Optional) •
If project is more than six months long, recommend applying packs Œ Œ
•
_________________________________
Apply Packs
_________________________________ _________________________________ _________________________________ _________________________________
Considerations Œ
Œ
•
Overlooked during initial planning of most projects Keeping packs current ensures that SAP can provide timely f Very critical in Self-Services
_________________________________
_________________________________
May need to be discussed beyond the ESS/MSS team as pack applications impact both SAP ERP and Portals Recommend waiting at least two weeks after SAP’s release of pack
_________________________________ _________________________________ _________________________________
Relationship to overall project Œ
Between Buildprint and Realization 87
Technical Tasks — Stress Test •
Conduct a stress test Œ
•
_________________________________
If new SAP Portal is coming online, perform stress test on this server connected to SAP ERP back end
_________________________________ Stress Test
_________________________________
Potential causes of peak periods Œ Œ Œ Œ
_________________________________
Open enrollment Timesheet deadlines Online paychecks (bonus) First day traffic
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 88
Technical Tasks — Stress Test (cont.) •
Considerations Œ Œ
•
_________________________________
Need to identify a tool for simulating Web load Allow enough time for multiple sessions f Usually tuning is required
Stress Test
_________________________________ _________________________________
Relationship to overall project Œ
_________________________________
_________________________________
Early in realization f Need enough time to take corrective action
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 89
Key Points on Implementation •
Infrastructure setup is a challenge Œ
•
_________________________________
Difficult setup process
_________________________________
Once infrastructure is in place, it runs effectively Œ Œ
•
_________________________________
_________________________________
Manages ongoing development Manages packs
_________________________________
Getting platform in place allows for new services to be added quickly
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 90
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 91
Perfect World Demo •
_________________________________
Key elements Œ Œ Œ Œ Œ Œ Œ
_________________________________
Input into recruiting Employee on-boarding using life event Performance management E-Learning Compensation adjustment Career planning Succession planning
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 92
Demo Take-Aways •
Incorporate both transactional and strategic content Œ
Œ
•
_________________________________ _________________________________
Transactional content increases istrative efficiency and creates “top of mind awareness” Strategic content helps deliver on HR strategic goals
_________________________________ _________________________________
Integrate content using SAP Portals Œ Œ
_________________________________
Provides needed context and a richer experience Reduces number of help desk calls
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 93
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 94
Five Common Implementation Pitfalls •
Lack of appreciation for the challenges of rolling out to the entire company Œ
Œ
Œ
•
_________________________________ _________________________________ _________________________________
Make sure you’re scaled properly to handle large volumes, particularly on Day One Make sure to test your istration process thoroughly and with great diversity If you have an issue that impacts 5% of your s in ESS, that could be hundreds of s!
_________________________________ _________________________________ _________________________________ _________________________________
Lack of just-in-time guidance Œ
_________________________________
“Great system, now what do I do with it?”
_________________________________ _________________________________ 95
Five Common Implementation Pitfalls (cont.) •
Projects set their sights too low Œ
•
_________________________________
A lack-luster first impression — “I can update my address, big deal”
_________________________________ _________________________________
No end involvement Œ
Œ
•
_________________________________
Just because it worked for your testing team doesn’t mean you’ve adequately addressed the needs of the greater audience Involve your focus groups early and often!
_________________________________ _________________________________ _________________________________
Lack of operational buy-in Œ
Limits the options for strategic content
_________________________________ _________________________________ _________________________________ 96
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 97
The Game Plan •
Use transactional functionality to create SAP Portal “stickiness” Œ
•
_________________________________
Online paychecks and time off requests promote frequent portal visits
_________________________________ _________________________________ _________________________________
The right information at the right time
_________________________________
Roll out SAP Talent Management functionality as concurrently as possible Œ Œ
•
_________________________________
Using portal’s content management functionality, push information to employees and managers Œ
•
_________________________________
_________________________________
Maximize mindshare for Talent Management Employees and managers will have short attention spans
_________________________________ _________________________________
Measure your success along the way 98
The Result Is a Single, Integrated Solution • •
No interfaces to be maintained Common structures can be used throughout HCM (synergy!) Œ
•
_________________________________ _________________________________ _________________________________ _________________________________
Example: qualifications catalog f Attributes to recruit for f Attributes to measure performance against f Attributes to gain from development activities
_________________________________ _________________________________ _________________________________
Parts integrate seamlessly Œ
_________________________________
Examples: f Performance results used in Compensation Management f Applicant data feeds into hiring process
_________________________________ _________________________________ 99
Resources •
Employee Self-Service (ESS) Œ
•
_________________________________
http://service.sap.com/ESS *
_________________________________
Manager Self-Service (MSS) Œ
•
_________________________________
_________________________________
http://service.sap.com/MSS *
SAP NetWeaver Web Page Composer Information: Œ
Œ
_________________________________
SAP NetWeaver Portal: A glimpse on new features for collaboration, content and communities (2007). f www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/e 00ddbb1-1d2e-2a10-75b0-add05c50ef00 Rovan H. Siegfried, “SAP NetWeaver Portal and Content Management” (2006). f www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/b 0fb80df-5a6a-2910-ff92-af5c601fa263
* credentials required to the SAP Service Marketplace
•
•
•
_________________________________ _________________________________ _________________________________ _________________________________
100
7 Key Points to Take Home •
_________________________________
_________________________________
ESS and MSS are the windows to HR When implemented correctly, ESS and MSS provide both tactical and strategic value to the organization While ESS and MSS provide immediate data processing efficiencies, it’s important to go beyond this and take advantage of the strategic advantages they provide Leverage the Portal to create a one-stop-shop for HR data, processes, and strategic messages
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
101
7 Key Points to Take Home (cont.) •
•
•
_________________________________
New platforms for these tools provide great benefit, but require experienced team to implement correctly It’s important to get your infrastructure up and running early End- involvement throughout the project will pay off in a better, more widely adopted solution
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
102
Your Turn!
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
How to us: Brandon Toombs – [email protected]
_________________________________ _________________________________ 103
Wellesley Information Services, 990 Washington Street, Suite 308, Dedham, MA 02026
Copyright © 2008 Wellesley Information Services. All rights reserved.
Deg, Deploying, and Managing SAP Employee Self-Service (SAP ESS) and SAP Manager Self-Service (SAP MSS) Solutions: New Strategies and Guidelines Brandon Toombs, Sarah Goff Loconto AspireHR
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
© 2008 Wellesley Information Services. All rights reserved.
In This Session … •
• •
_________________________________
Discuss the strategic potential of ESS, MSS, and the Portal on which they reside Demonstrate ESS and MSS functionality Discuss implementation strategies
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 1
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 2
What Is Employee Self-Service (ESS)? •
•
_________________________________
Collection of services designed to provide individual employees access to view and maintain their own data ESS today Œ Œ Œ
_________________________________ _________________________________ _________________________________
Currently in its third generation Runs within the SAP Portal Has become a de facto requirement for business where a sizable percentage of employees have computer access
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 3
What Is Manager Self-Service (MSS)? •
•
_________________________________
Integrated applications that give managers information and process initiation capability for their staff MSS today Œ Œ Œ
_________________________________ _________________________________ _________________________________
Currently in its second generation Runs within the SAP Portal Not as prevalent due to change management challenges
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 4
From Promise to Reality, Typical ESS and MSS Implementations •
_________________________________
A typical lifecycle Œ Œ
_________________________________
Bold plans are made for ESS and MSS Stakeholders are greeted with visions of the packages’ promise: f High visibility f High organizational excitement f Promises of increased efficiency f Promises of employee and manager empowerment f “HR Self-Service Nirvana”
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 5
A Typical Outcome •
Reality may differ quite a bit from the promise Œ
Œ
Œ
•
_________________________________ _________________________________
ESS is implemented as part of the implementation of SAP HR f Paychecks online, some data entry Limited MSS is rolled out shortly thereafter f Managers see little value f Managers feel HR work is being pushed on them Due to “implementation hangover,” future functionality is never rolled out f Not enough budget or political clout
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Result Œ Œ
_________________________________
Limited ESS/MSS impact The promise of ESS/MSS is never realized
_________________________________ 6
This Doesn’t Have to Be the Reality •
ESS and MSS are powerful packages capable of the very things that are promised: f f
f
f
•
_________________________________ _________________________________ _________________________________
Reduce and simplify data entry Hone your workforce via Talent Relationship Management, Performance Management, MSS, etc. Empower employees and managers to do more for themselves Free up HR’s valuable time for more strategic HR efforts
_________________________________ _________________________________ _________________________________ _________________________________
Through some careful planning, organizations can implement in a manner that will help make the reality closer to the promise
_________________________________ _________________________________ _________________________________ 7
What Is the Value of ESS and MSS? •
Transactional Œ
Œ
Œ
•
_________________________________ _________________________________
Reduce istrative overhead by eliminating the manual steps in common processes Put data update capabilities closer to the source, reduce the need for HR to be data entry specialists Solidify your audit trail to meet Sarbanes-Oxley requirements
_________________________________ _________________________________ _________________________________ _________________________________
Talent management Œ
Œ
_________________________________
Provide information and tools to managers to allow them to identify, develop, and retain their employees Provide employees the ability to manage their skill sets and careers
_________________________________ _________________________________ _________________________________ 8
The Other Value •
•
•
_________________________________
ESS and MSS are the primary means of interaction most employees have with HR These services therefore carry great weight in the enterprise’s perceptions of HR The questions to ask: Œ
Œ
_________________________________ _________________________________ _________________________________ _________________________________
How do you want to position your HR department in the minds of the business? How do your ESS/MSS solutions fit within this marketing strategy?
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 9
HR and the Business … the Perception •
_________________________________
We have a marketing problem
_________________________________
“Most HR organizations have ghettoized themselves literally to the brink of obsolescence. They are competent at the istrivia of pay, benefits, and retirement, but companies increasingly are farming those functions out to contractors who can handle such routine tasks at lower expense.” * •
_________________________________ _________________________________ _________________________________
ESS and MSS can either reinforce this view or re-cast HR in the role of strategic partner
_________________________________ _________________________________ _________________________________ _________________________________
* From “Why We Hate HR” by Keith Hammonds of Fast Company
_________________________________ 10
HR and the Business … the Reality •
_________________________________
HR professionals have the tools and capability to cultivate the workforce if given the opportunity
_________________________________ _________________________________
“As companies gain control over the HR transactional systems, they are turning their attention to HCM applications aimed at helping LOB managers acquire, develop, measure, and manage their workforce.” *
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
* From The Human Capital Management Applications Report, 2004-2009 by AMR Research
_________________________________ 11
HR and the Business … the Opportunity •
ESS and MSS now include tools that can help you meet your HCM strategic goals Œ Œ Œ
•
_________________________________ _________________________________ _________________________________
Attract the right employees Develop those employees Retain your employees
_________________________________ _________________________________
Not just: Œ Œ
_________________________________
Pay your employees the right amount Send the paychecks to the right place
_________________________________ _________________________________ _________________________________ _________________________________ 12
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 13
ESS — What’s in It for Me as an Employee? •
•
•
_________________________________
I can take ownership of my data, raising my comfort level that it’s correct I don’t have to call in to a service center to handle most tasks: it’s quick and convenient I can obtain the information I need to complete my life event without having to dig around an HR intranet Œ
I can take greater ownership of my career
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
14
Example: Address Change — Without ESS •
Without ESS Œ Œ Œ
•
_________________________________ _________________________________
Employee fills in change of address form Mails/faxes to HR inputs into SAP
_________________________________ _________________________________
Problems Œ Œ
Œ
_________________________________
Slower Three points of failure: f Employee writes down wrong information f Document gets lost in mail or fax is unreadable f makes keying error Audit trail shows made the change in SAP — not the employee
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 15
Example: Address Change — With ESS •
With ESS Œ Œ
•
_________________________________ _________________________________
Employee logs into ESS Employee updates data in real time
_________________________________ _________________________________
Benefits Œ Œ Œ
_________________________________
Instant Only one point of failure: employee mis-key Audit trail shows employee made change
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 16
Most Popular ESS Services • • • • • • •
_________________________________
Change of address Change of bank information Benefits enrollment Timesheets Leave requests View paycheck View benefit data
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 17
ESS Service Thumbnails •
_________________________________
Address change Œ
Œ
_________________________________
Allows employees to change their addresses Key validation f Zip code must be correct for state
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 18
ESS Service Thumbnails (cont.) •
_________________________________
Bank information Œ
Œ
_________________________________
Change direct deposit information Key validation f Routing number must be valid
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 19
ESS Service Thumbnails (cont.) •
_________________________________
Family / dependents Œ
_________________________________ _________________________________
Most commonly used to feed to benefits enrollment
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 20
ESS Service Thumbnails (cont.) •
_________________________________
Benefits enrollment Œ
Œ
_________________________________
Web-enabled version of SAP benefits Key validation f Too many to mention!
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 21
ESS Service Thumbnails (cont.) •
_________________________________
Timesheet Œ Œ
_________________________________
Used to input employee time Key validation f Check for valid cost centers
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 22
ESS Service Thumbnails (cont.) •
_________________________________
W-4 change Œ
Œ
_________________________________
Change federal or state withholding Key validation f Employee must declare that they are entitled to allowances
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 23
ESS Service Thumbnails (cont.) •
_________________________________
Leave request Œ
Œ
_________________________________
Allows employees to request time off Key validation f Check whether employee has enough vacation for request
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 24
ESS Service Thumbnails (cont.) •
_________________________________
Who’s who Œ Œ
_________________________________
Employee directory Pulls data from various points within SAP
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 25
ESS Demo • •
_________________________________
Address change Bank change
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 26
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 27
MSS — What’s in It for Me as a Manager? •
I can view my employees’ data quickly Œ
•
_________________________________
View my direct reports and lower levels as well
_________________________________
I can initiate personnel activities Œ Œ
•
_________________________________
_________________________________
Initiate pay raises Switch cost centers
_________________________________
I can develop my people and my organization Œ Œ Œ Œ Œ
_________________________________
Deliver performance appraisals ister compensation plans Develop requirements for my jobs Plan for succession Search for talent
_________________________________ _________________________________ _________________________________ _________________________________ 28
MSS — How Does It Work? •
Displays manager’s employees based on the SAP org structure Œ
• •
_________________________________ _________________________________ _________________________________
Normally based on the “Head of Org Unit” relationship
_________________________________
Shows direct reports or all subordinate employees With minor development, can allow “proxy” access for a manager’s secretary Œ
_________________________________ _________________________________
Not recommended, but often a requirement
_________________________________ _________________________________ _________________________________ _________________________________ 29
MSS Service Thumbnails •
_________________________________
Universal worklist Œ Œ
_________________________________
Used to launch workflow approvals Can set up a substitute to handle workflows on a temporary basis
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 30
MSS Thumbnails •
_________________________________
General information page
_________________________________ _________________________________ _________________________________
Click on employee
_________________________________
Data is updated below
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 31
MSS Thumbnails (cont.) •
_________________________________
Compensation information page
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Salary survey data
_________________________________ Salary adjustment history
_________________________________ _________________________________ _________________________________ 32
MSS Thumbnails (cont.) •
Personnel development page
_________________________________ Qualifications held by employee
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Look at requirements of position
_________________________________ _________________________________ _________________________________
Recommend training courses
_________________________________ 33
MSS Thumbnails (cont.) •
_________________________________
Personnel change requests Œ
Œ
Œ
Œ
_________________________________ _________________________________
Integrated Adobe forms Provide up-front data validation Use SAP workflow for approval Latest generation (HR Processes and Forms) can automatically update SAP
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 34
MSS Thumbnails (cont.) •
_________________________________
Compensation planning Œ Œ
_________________________________
ister compensation plans Integrates with performance appraisals
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 35
MSS Demo • •
_________________________________
Personnel development Personnel change request
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 36
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 37
What Is the SAP Portal? •
•
_________________________________
Generally speaking, a portal is a Web-based interface that allows people and organizations to access and exchange information online SAP NetWeaver® Portal offers a single point of access to: Œ Œ Œ Œ Œ
_________________________________ _________________________________ _________________________________ _________________________________
SAP and non-SAP information sources Enterprise applications Information repositories Databases Tools and services
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 38
What Is the SAP Portal? (cont.) •
• • •
_________________________________
SAP Portal provides access to internal and external resources Integrated in a single experience Single sign-on functionality enables ease of access SAP placed in the leader quadrant of the Gartner 2007 Horizontal Portal Magic Quadrant
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 39
Portal Integration in the Enterprise
_________________________________ _________________________________
ERP TREX Search Engine
Document Management
_________________________________ _________________________________ _________________________________ _________________________________
Other Business Applications
BI
_________________________________ _________________________________ _________________________________
External Web Sites
MSS
_________________________________
ESS
A single integration point for many tools and resources
40
Portal Roles and HR Services •
•
_________________________________
Employee Self-Service and Manager Self-Service are key HR tools delivered through the Portal Use of the Portal’s role functionality enables you to deliver different service and content combinations to different employee populations Œ
Œ
_________________________________ _________________________________ _________________________________ _________________________________
Different geographies may desire a different set of ESS services f For example, remuneration statement may not be applicable in countries not using SAP Payroll Managers in different organizations or levels of the enterprise may require different sets of MSS reporting tools f For example, executives may want access to headcount planning tools 41
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Portal Roles •
_________________________________
Portal roles allow you to provide tailored information and services based on employees’: Œ Œ Œ Œ Œ Œ
Location Job function Management level Employment status Organization Personalized areas of interest
_________________________________ _________________________________ _________________________________ _________________________________
Location: Location: New New York York Manager: Manager: Yes Yes
Org: Org: s s Receivable Receivable
_________________________________
Employee: Employee: Yes Yes
_________________________________ _________________________________
Title: Title: Manager Manager of of A/R A/R
_________________________________ _________________________________ 42
Portal Roles (cont.) •
_________________________________
Your HR data provides information used to tailor what the sees in the Portal
_________________________________ _________________________________ _________________________________
Manager/Supervisor Manager/Supervisor Relationships Relationships
_________________________________ Personnel Personnel Area Area
_________________________________ _________________________________
Employee Employee Group/ Group/ Subgroup Subgroup
_________________________________
Organizational Organizational Assignment Assignment
_________________________________ _________________________________
Position Position or or Job Job Title Title
43
Enterprise Content Management •
•
_________________________________
SAP NetWeaver Portal delivers enterprise content management tools that are simple to implement and use With the Portal, companies can: Œ
Œ
Œ
_________________________________ _________________________________ _________________________________
Have a company-wide intranet or extranet using robust Portal and Knowledge Management capabilities of SAP NetWeaver Put content authoring and publishing into the hands of the content owners! Reduce the dependency on IT to ister the permissions and capabilities of intranet Web publishing
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 44
Web Page Composer Roles •
•
•
_________________________________
Web Page Composer offers a series of roles to enable efficient content creation and publishing This allows for segregation of responsibilities within the organization Gives content owners the ability to publish content themselves, while still maintaining a review/edit process
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 45
Example of Interface for Article Publishing
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Source: SAP, “Introduction to the Web Page Composer” 46
Example of a Web Page Composer Page
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 47
Examples of Knowledge Management Capabilities •
New Web Page Composer framework enables you to put together: Œ
Œ
Œ
•
_________________________________ _________________________________ _________________________________
News f Deliver timely announcements Links f Deliver relevant links to documents, Web sites, intranet resources, etc. Subscription services f Provides ability to push content to groups
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
TREX search engine f f
_________________________________
Provides search capabilities across all KM content Can be used to crawl both internal and external Web content (for example, a benefit provider’s Web site)
_________________________________ 48
Using Knowledge Management Tools for HR •
Create a focal point for HR information in the Portal Œ
Œ
•
_________________________________ _________________________________
One-stop-shop for all HR communications and resources f Reduce the need for employees to search through emails to find HR’s latest message Searchable content available at any time f Use TREX search engine to crawl internal and external HR information
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Combining the Portal’s role-based management with the enterprise content management capabilities Œ
Œ
_________________________________
HR can deliver targeted messages to specific employee populations HR can use simple publishing processes via Web-based authoring
_________________________________ _________________________________ 49
Portal Content Capabilities Enhance Your ESS and MSS •
While ESS and MSS provide robust transaction processing, s often need just-in-time information while completing a process Œ
•
_________________________________ _________________________________ _________________________________ _________________________________
Position this information alongside the relevant processes
Using SAP NetWeaver Portal Knowledge Management, your HR community can provide comprehensive process
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
50
Portal Content Capabilities Enhance Your ESS and MSS (cont.) •
_________________________________
Wrap related information around ESS and MSS services to deliver just-in-time process Œ Œ Œ Œ Œ
_________________________________ _________________________________
Timely messages News Links Process FAQs Event-specific targeted information
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 51
Portal Content Demo • • •
_________________________________
Integrating content with HR Services Various content options Promoting HR’s strategic message via the SAP Portal
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 52
Portal Discussion Continued •
Larger than just HR — the Portal gives you the ability to provide information on: Œ Œ
Œ Œ
•
_________________________________ _________________________________
The organization (corporate vision, news, etc.) The employee’s everyday work functions (integration with other tools and systems, collaboration with teams, etc.) Personal HR information (ESS) Management tools and information (MSS)
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
It’s alive — keep it cared for and fed with fresh content and services regularly updated
_________________________________ _________________________________ _________________________________ 53
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 54
Objectives of This Section •
•
_________________________________
To equip non-technical personnel with information required for planning a project Minimize technical detail
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 55
A Brief History of ESS and MSS Technology •
ESS Œ
Œ Œ
•
_________________________________ _________________________________
First generation: Internet Transaction Server (ITS) stand-alone services Second generation: ITS Services integrated into SAP Portals Third (current) generation: Web Dynpro applications
_________________________________ _________________________________ _________________________________
MSS Œ
Œ
_________________________________
First generation: JavaServer Pages (JSPs) integrated into SAP Portals Second (current) generation: Web Dynpro applications
_________________________________ _________________________________ _________________________________ _________________________________ 56
Web Dynpro ESS/MSS for the ITS Crowd •
ESS is completely redesigned Œ
Œ Œ
•
_________________________________ _________________________________
New screens using SAP’s new programming model, Web Dynpro New Java Web Server New programming logic on the back end (all class-based)
_________________________________ _________________________________ _________________________________
for ITS-based ESS services will end Œ
_________________________________
Ready or not, here it comes
_________________________________ _________________________________ _________________________________ _________________________________ 57
Key Points on Infrastructure •
A parallel infrastructure is required for ESS/MSS Œ
• •
_________________________________ _________________________________
SAP NetWeaver AS Java
_________________________________
Separate servers are required Some Java experience is very helpful
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 58
A Typical SAP Landscape Before Self-Services and Portal
_________________________________
SAP ERP Systems Dev
_________________________________
QA
_________________________________
Prod
_________________________________ SAP NetWeaver AS ABAP
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 59
A Typical SAP Landscape After Self-Services and Portal
_________________________________ _________________________________
SAP ERP Systems Dev
QA
_________________________________
Prod
_________________________________ SAP NetWeaver AS ABAP
_________________________________
Portal/Self-Service Systems
_________________________________
Dev
QA
_________________________________
Prod
_________________________________
SAP NWDI
_________________________________ _________________________________
SAP NetWeaver AS Java SAP NWDI = SAP NetWeaver Development Infrastructure 60
SAP NetWeaver Developer Infrastructure (NWDI) • •
_________________________________
Used for Web Dynpro Service Maintenance Performs SAP Basis tasks Œ Œ Œ Œ
_________________________________ _________________________________
Checks out services to local PCs for development Keeps track of Java library dependencies Manages transports Manages packs
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 61
SAP NWDI Lessons Learned •
Setup of SAP NWDI always takes longer than anticipated Œ
•
_________________________________
Get started as early as possible
_________________________________
Use of experienced resources can save months of effort Œ
•
_________________________________
_________________________________
Learn from past obstacles
_________________________________
Set-up of SAP NWDI should not be considered complete until the transport process to QA is validated Œ
_________________________________
This will validate that the entire SAP NWDI function is working
_________________________________ _________________________________ _________________________________ _________________________________ 62
Infrastructure FAQs •
We use Web Dynpro for ABAP. Can we use this for ESS/MSS rather than Web Dynpro for Java? Œ
•
_________________________________ _________________________________
SAP has developed ESS/MSS on Web Dynpro for Java. There are no plans to migrate this to ABAP.
_________________________________
Do we need SAP NetWeaver Development Infrastructure (NWDI)?
_________________________________
No. However, SAP NWDI greatly speeds the process of development and pack application. The infrastructure has an up-front setup effort but yields benefit long term.
_________________________________
Œ
•
_________________________________
_________________________________
_________________________________
Do we have to use SAP Portal with ESS/MSS? Œ
_________________________________
Possibly on a very limited basis. However, you would likely create numerous additional development requirements and reduce your solution’s ability.
_________________________________ 63
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 64
Agenda for Implementation — Two Parallel Tracks •
Functional Œ
•
_________________________________
Traditional phases
_________________________________
Technical Œ
•
_________________________________
_________________________________
Set up hardware and infrastructure
_________________________________
Why two parallel tracks? Œ
Œ
Set up of infrastructure most likely source of delay in all ESS/MSS/Portals projects The infrastructure setup process should begin as early as possible and should be a point of emphasis
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________
GOTCHA! 65
Road-Map for Implementation — Two Parallel Tracks
_________________________________
Functional Determine Strategic Objectives and Establish Timeline
_________________________________ Buildprint Phase 1
Realization
Testing and Training
_________________________________
Go-Live/Prep for Phase 2
_________________________________ _________________________________ _________________________________
Technical
_________________________________ Procure Development Hardware
Installation and Base Configuration
Install QA and Prod Environments
Apply Packs
Stress Test
_________________________________ _________________________________ _________________________________ 66
Determine Strategic Objectives/Timeline •
What are we implementing and why? Œ Œ Œ
“Because it’s there” is the wrong answer Answer will vary based on organization Considerations f Talent management philosophy f Workforce makeup f Mandate for change f Clout of HR department f Budget
_________________________________ Determine Strategic Objectives and Establish Timeline
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 67
Level of Functionality •
Two extremes Œ
Œ
•
_________________________________ _________________________________
Minimal f Limited to ESS, focused on reducing istrative effort Maximum f SAP Portals as HR intranet (a.k.a. “functional portal”) or complete corporate intranet f ESS f MSS f Talent Management (E-Recruiting)
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Most companies fall somewhere in the middle
_________________________________ _________________________________ 68
Effort Analysis
_________________________________
Development Effort
Change Management Effort
_________________________________
Minimal Implementation
_________________________________
Effort
Effort
Maximal Implementation
_________________________________ _________________________________ _________________________________
Functionality •
_________________________________
Functionality
Incremental cost of adding new services Œ Œ
_________________________________
Once the infrastructure is in place, adding new services requires relatively low development effort However, adding strategic services requires significant buy-in from operations and executives (higher change management effort)
_________________________________ _________________________________ 69
Determine Strategic Objectives/Timeline •
Timeline considerations Œ Œ
Œ Œ
_________________________________ Determine Strategic Objectives and Establish Timeline
_________________________________
Rollout strategy (pilot vs. “big bang”) Training strategy (in-person vs. computer-based training) HR team workload Anticipated level of customization f This can usually be determined in advance ƒ How high is the bar set before you deviate from the standard SAP process? ƒ Do you change your internal terminology to match SAP or vice versa?
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 70
Determine Strategic Objectives/Timeline (cont.) •
Technical activities Œ
Œ
By now, you should have procured hardware and started installation Ensure resources on the team have experience with all the intricacies of SAP NWDI!
_________________________________ Determine Strategic Objectives and Establish Timeline
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 71
Buildprint •
What is Buildprint? Œ
•
_________________________________
Combination of blueprint and realization
Buildprint Phase 1
_________________________________
What is different from standard HR? Œ Œ
•
_________________________________
_________________________________
ESS and MSS are usually new to organization ESS and MSS demo systems can be used as part of the Buildprint process
_________________________________ _________________________________
Process is more iterative Œ Œ Œ
_________________________________
Design session Adjustments/mock-ups Follow-up design session
_________________________________ _________________________________ _________________________________ 72
Determine Strategic Objectives/Timeline •
_________________________________
Technical Activities Œ
Œ
_________________________________ Buildprint Phase 1
By beginning of Buildprint you should have set up your development environment to use in workshops Set up of SAP NWDI should be well under way to allow development activities to start on time
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 73
Example Buildprint
_________________________________ Workshop #2
Workshop #1 • Review system out of the box • Get • Configurationbased changes • Remove out-ofscope services • Prepare inventory of development items • Conduct focus groups
• Review updated system • Assess desirability of development items
_________________________________
Workshop #3
• Refine design • Prepare mock-ups for development items • Prepare inventory of changes • Conduct focus groups
_________________________________
Final Validation • Refine design • Prepare mockups for development items
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
74
Conducting Focus Groups •
_________________________________
Engaging end s in design sessions is critical to the success of ESS/MSS/Portal Œ Œ
_________________________________ _________________________________
End s provide a reality check on designs Holding focus groups also enhances your ability to “sell” the solution to the rest of the business f Very critical for MSS
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 75
Tips for Conducting Focus Groups •
•
_________________________________
Set expectations properly up front: what can change, what cannot Recommend at least three sessions, mirroring HR design sessions Œ
Œ Œ
_________________________________ _________________________________ _________________________________ _________________________________
First: solicit on current process and review potential solution Second: show mock-ups and updates based on Third: review final solution and focus on how to ensure adoption
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 76
Realization • •
Develop technical items Determine management process Œ Œ Œ
Œ
• •
_________________________________ _________________________________ Realization
_________________________________
How will new s get created? How is access revoked? Integrated with LDAP? If not: f What is the ID/? f What happens when the is locked? What is the process for determining what roles the has?
_________________________________ _________________________________ _________________________________ _________________________________
Develop security profiles in SAP ERP Technical timeline Œ Œ
_________________________________ _________________________________
QA should already be up and running (two weeks prior to end of Buildprint) Prod should be available by the middle of this phase
_________________________________ 77
Modifying ESS/MSS Services • • •
_________________________________
Multiple avenues for making changes Different skill sets required Should you change services? Œ
Œ
_________________________________ _________________________________ _________________________________
Pro f Some changes may make services more intuitive f These services are the primary many employees have with HR Con f Added development cost f Added cost f Potential loss of reliability
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 78
Recommendations for Modifying ESS/MSS Services • •
_________________________________
Make changes using configuration as desired Make only development changes with maximum functional and cosmetic impact
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 79
Summary of ESS/MSS Modification Types
_________________________________
Skill Set
Example
_________________________________
SAP ERP Configuration
Functional SAP HR
Specify which types of addresses can be maintained via ESS
_________________________________
SAP Portal Configuration
SAP Portal Configuration
Determine which services will appear for different employee populations
Web Dynpro Development Programming
Java/SAP Web Dynpro
Add a new field to a service
SAP ERP Development
ABAP
Add in an extra data validation
SAP Workflow
SAP Workflow
Add an extra layer of approval for a type of personnel change request
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 80
Testing and Training •
Testing Œ
•
_________________________________
Must be creative f Try to anticipate how untrained s may use the system
Testing and Training
_________________________________ _________________________________
Training Œ Œ Œ
•
_________________________________
_________________________________
Often the “critical path” due to number of s Determine whether on-site training will be required Integrate training as help text
_________________________________ _________________________________ _________________________________
Technical timeline Œ
_________________________________
Conduct stress test
_________________________________ 81
Go-Live/Prep for Phase 2 •
Go-live Œ
•
_________________________________
Focus on making sure first-time experience is smooth f You never get a second chance for first impression f Pilot with small group first to work out kinks f Stagger go-live to reduce server traffic
Go-Live/Prep for Phase 2
_________________________________ _________________________________ _________________________________ _________________________________
Begin work as soon as possible to capitalize on momentum
Technical timeline Œ
_________________________________ _________________________________
Prep for Phase 2 Œ
•
_________________________________
_________________________________
Nothing! Infrastructure is now in place
_________________________________ 82
Road-Map for Implementation — Two Parallel Tracks
_________________________________
Functional Determine Strategic Objectives and Establish Timeline
_________________________________ Buildprint Phase 1
Realization
Testing and Training
_________________________________
Go-Live/Prep for Phase 2
_________________________________ _________________________________ _________________________________
Technical
_________________________________ Procure Development Hardware
Installation and Base Configuration
Install QA and Prod Environments
Apply Packs
Stress Test
_________________________________ _________________________________ _________________________________ 83
Technical Tasks — Procure Development Hardware •
Procure the development hardware Œ Œ
•
Begin as early as possible to allow time to set up This can begin before scope is determined to ensure team is not waiting for setup
_________________________________
Procure Development Hardware
_________________________________ _________________________________
Relationship to overall project: Œ
_________________________________
_________________________________
Should begin prior to project preparation f Rule of thumb: leave the budget meeting at which your project receives green light and call your procurement group
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 84
Technical Tasks — Installation and Base Configuration •
Installation Œ
•
Set up SAP NWDI Œ
Œ Œ
• •
Networking task, very similar to install of SAP ERP
_________________________________ _________________________________
Installation and Base Configuration
_________________________________ _________________________________
Import ESS/MSS into central library to make them available for development f Often takes several tries! Setup of SAP NWDI is the most likely cause of delay in the project Experienced resources can save a lot of time and headaches!
_________________________________ _________________________________ _________________________________ _________________________________
Set up interconnectivity with Portal, SAP NWDI, and SAP ERP Relationship to overall project Œ
_________________________________ _________________________________
Should be completed within the first two weeks of Buildprint to allow for prototyping 85
Technical Tasks — Install QA and Production Environments •
Procure the hardware Œ
•
Set up environments Œ
•
_________________________________
Install QA and Prod Environments
_________________________________ _________________________________
Same as development environment
_________________________________
Confirm that transport process is working properly Œ
•
Use sizing tool based on anticipated traffic
Confirm set up properly by transporting to QA environment well in advance of testing in QA
Relationship to overall project Œ Œ
_________________________________
_________________________________ _________________________________ _________________________________
QA should be completed within two weeks of end of Buildprint Production should be completed by middle of Realization
_________________________________ _________________________________ 86
Technical Tasks — Apply Packs (Optional) •
If project is more than six months long, recommend applying packs Œ Œ
•
_________________________________
Apply Packs
_________________________________ _________________________________ _________________________________ _________________________________
Considerations Œ
Œ
•
Overlooked during initial planning of most projects Keeping packs current ensures that SAP can provide timely f Very critical in Self-Services
_________________________________
_________________________________
May need to be discussed beyond the ESS/MSS team as pack applications impact both SAP ERP and Portals Recommend waiting at least two weeks after SAP’s release of pack
_________________________________ _________________________________ _________________________________
Relationship to overall project Œ
Between Buildprint and Realization 87
Technical Tasks — Stress Test •
Conduct a stress test Œ
•
_________________________________
If new SAP Portal is coming online, perform stress test on this server connected to SAP ERP back end
_________________________________ Stress Test
_________________________________
Potential causes of peak periods Œ Œ Œ Œ
_________________________________
Open enrollment Timesheet deadlines Online paychecks (bonus) First day traffic
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 88
Technical Tasks — Stress Test (cont.) •
Considerations Œ Œ
•
_________________________________
Need to identify a tool for simulating Web load Allow enough time for multiple sessions f Usually tuning is required
Stress Test
_________________________________ _________________________________
Relationship to overall project Œ
_________________________________
_________________________________
Early in realization f Need enough time to take corrective action
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 89
Key Points on Implementation •
Infrastructure setup is a challenge Œ
•
_________________________________
Difficult setup process
_________________________________
Once infrastructure is in place, it runs effectively Œ Œ
•
_________________________________
_________________________________
Manages ongoing development Manages packs
_________________________________
Getting platform in place allows for new services to be added quickly
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 90
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 91
Perfect World Demo •
_________________________________
Key elements Œ Œ Œ Œ Œ Œ Œ
_________________________________
Input into recruiting Employee on-boarding using life event Performance management E-Learning Compensation adjustment Career planning Succession planning
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 92
Demo Take-Aways •
Incorporate both transactional and strategic content Œ
Œ
•
_________________________________ _________________________________
Transactional content increases istrative efficiency and creates “top of mind awareness” Strategic content helps deliver on HR strategic goals
_________________________________ _________________________________
Integrate content using SAP Portals Œ Œ
_________________________________
Provides needed context and a richer experience Reduces number of help desk calls
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 93
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 94
Five Common Implementation Pitfalls •
Lack of appreciation for the challenges of rolling out to the entire company Œ
Œ
Œ
•
_________________________________ _________________________________ _________________________________
Make sure you’re scaled properly to handle large volumes, particularly on Day One Make sure to test your istration process thoroughly and with great diversity If you have an issue that impacts 5% of your s in ESS, that could be hundreds of s!
_________________________________ _________________________________ _________________________________ _________________________________
Lack of just-in-time guidance Œ
_________________________________
“Great system, now what do I do with it?”
_________________________________ _________________________________ 95
Five Common Implementation Pitfalls (cont.) •
Projects set their sights too low Œ
•
_________________________________
A lack-luster first impression — “I can update my address, big deal”
_________________________________ _________________________________
No end involvement Œ
Œ
•
_________________________________
Just because it worked for your testing team doesn’t mean you’ve adequately addressed the needs of the greater audience Involve your focus groups early and often!
_________________________________ _________________________________ _________________________________
Lack of operational buy-in Œ
Limits the options for strategic content
_________________________________ _________________________________ _________________________________ 96
What We’ll Cover … • • • • • • • • •
_________________________________
Recognizing the strategic potential of ESS and MSS Introducing ESS Presenting MSS Exploring SAP Portals Understanding the architecture of ESS/MSS/Portal Implementing ESS/MSS/Portal Demonstrating a “Perfect World” Examining the five most common pitfalls Wrap-up
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 97
The Game Plan •
Use transactional functionality to create SAP Portal “stickiness” Œ
•
_________________________________
Online paychecks and time off requests promote frequent portal visits
_________________________________ _________________________________ _________________________________
The right information at the right time
_________________________________
Roll out SAP Talent Management functionality as concurrently as possible Œ Œ
•
_________________________________
Using portal’s content management functionality, push information to employees and managers Œ
•
_________________________________
_________________________________
Maximize mindshare for Talent Management Employees and managers will have short attention spans
_________________________________ _________________________________
Measure your success along the way 98
The Result Is a Single, Integrated Solution • •
No interfaces to be maintained Common structures can be used throughout HCM (synergy!) Œ
•
_________________________________ _________________________________ _________________________________ _________________________________
Example: qualifications catalog f Attributes to recruit for f Attributes to measure performance against f Attributes to gain from development activities
_________________________________ _________________________________ _________________________________
Parts integrate seamlessly Œ
_________________________________
Examples: f Performance results used in Compensation Management f Applicant data feeds into hiring process
_________________________________ _________________________________ 99
Resources •
Employee Self-Service (ESS) Œ
•
_________________________________
http://service.sap.com/ESS *
_________________________________
Manager Self-Service (MSS) Œ
•
_________________________________
_________________________________
http://service.sap.com/MSS *
SAP NetWeaver Web Page Composer Information: Œ
Œ
_________________________________
SAP NetWeaver Portal: A glimpse on new features for collaboration, content and communities (2007). f www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/e 00ddbb1-1d2e-2a10-75b0-add05c50ef00 Rovan H. Siegfried, “SAP NetWeaver Portal and Content Management” (2006). f www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/b 0fb80df-5a6a-2910-ff92-af5c601fa263
* credentials required to the SAP Service Marketplace
•
•
•
_________________________________ _________________________________ _________________________________ _________________________________
100
7 Key Points to Take Home •
_________________________________
_________________________________
ESS and MSS are the windows to HR When implemented correctly, ESS and MSS provide both tactical and strategic value to the organization While ESS and MSS provide immediate data processing efficiencies, it’s important to go beyond this and take advantage of the strategic advantages they provide Leverage the Portal to create a one-stop-shop for HR data, processes, and strategic messages
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
101
7 Key Points to Take Home (cont.) •
•
•
_________________________________
New platforms for these tools provide great benefit, but require experienced team to implement correctly It’s important to get your infrastructure up and running early End- involvement throughout the project will pay off in a better, more widely adopted solution
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
102
Your Turn!
_________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
How to us: Brandon Toombs – [email protected]
_________________________________ _________________________________ 103
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Copyright © 2008 Wellesley Information Services. All rights reserved.
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