Process and Task Management in SAP Cloud ALM

Process and Task Management in SAP

Cloud ALMGreg Frasch, SAP

2PUBLIC© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP.

Except for your obligation to protect confidential information, this presentation is not subject to your license agreement or any other service

or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or any related

document, or to develop or release any functionality mentioned therein.

This presentation, or any related document and SAP's strategy and possible future developments, products and or platforms directions and

functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this

presentation is not a commitment, promise or legal obligation to deliver any material, code or functionality. This presentation is provided

without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a

particular purpose, or non-infringement. This presentation is for informational purposes and may not be incorporated into a contract. SAP

assumes no responsibility for errors or omissions in this presentation, except if such damages were caused by SAP’s intentional or gross

negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from

expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates,

and they should not be relied upon in making purchasing decisions..

Disclaimer


• Introduction

• Task Management in Cloud ALM

• Process Management in Cloud ALM

• Q&A

Agenda

Introduction


SAP Cloud ALM – A brand-new, cloud-based application lifecycle

management offering

For the intelligent enterprise

• for cloud-centric customers

• manages cloud and hybrid solutions

• supports all components of the Intelligent Enterprise

In the public cloud

• Rethought, newly designed, and built

on modern cloud technology

• Ready for immediate consumption

• Cost-efficient for customers

is cloud-native and open

SAP Cloud ALM


SAP Cloud ALM – A brand-new, cloud-based application lifecycle

management offering

SAP Cloud Platform Platform services and data management

Operation

Implementation

Process

management

Task

management

Test

management

Deploy

management

Business process

monitoring

Integration and

user monitoring

Application

monitoring

Business process

improvement

Monitoring

IT service management

People enablement

Collaboration

Task management

Deployment tools

Test automation

Document management

API hub

Functionalities Integrates with…

Task Management in SAP Cloud ALM


SAP Cloud ALM for ImplementationCapabilities & Functions Map

Process content viewer

Fit-to-Standard workshop

execution

Process modelling*

Process

Process documentation*

Consumption of SAP Activate

based roadmaps

Task based on scoping &

requirements

Task assignment and

distribution

Task

Agile support*

Test planning & preparation

Manual testing

Integration of test automation

tools*

Test

Defect management*

Requirements management

Deployment orchestration*

Change management*

Change &

Deploy

Integration of deployment

tools*

Project Tracking &

OverviewTraceability*Analytics

Projects & Solution* Landscape UsersFoundation

This is the current state of future vision and may be changed by SAP at any time.

*Planned for future releases

Capability

Function


SAP Cloud ALM Task ManagementOverview


SAP Cloud ALM Task Management Capability offers:

▪ Guided Implementation

✓ Pre defined content from SAP Activate Methodology

✓ Tasks organised by Phase and Deliverables

▪ Task assignment and distribution

✓ Tasks distributed to pre delivered Project roles

▪ Tasks from Scoping and Requirements

✓ Tasks dynamically appear or disappear based on Scoping

✓ Approved requirements tracked to completion via Tasks

✓ Ability to create tasks manually


Task BasicsWhat are Tasks in SAP Cloud ALM?

▪ Tasks describe the work that is required

for a project to be completed.

▪ Users work on tasks assigned to them

individually or their role on a project

▪ Tasks offer a harmonized user experience

despite coming from multiple sources

▪ Each task has a status and when all tasks

are status “Done” the project is

completed.

Foundation Tasks

SAP Activate

Created via Requirements

Created Manually

Task Sources


Task BasicsTask List

▪ The task list provides an overview

of project tasks, task assignees,

status and project due phase.

▪ Search and filtering options allow

user specific task views

▪ Some tasks allow forward

navigation past the task details

and into the application where the

task has to be executed through

the “Open Application” link.

▪ Checkboxes on the task list allow

for mass editing of tasks


Task BasicsTask Details

▪ The task details can be edited by a

user using the header area to

change task:

▪ Status

▪ Due Date

▪ Assignment

▪ The task description can only be

changed for tasks that have been

created manually

Demo

https://wpb101101.hana.ondemand.com/wpb/pub/wa/index.html?show=project!PR_4A388743A840A294:demo#TS_0889C526E2E2424989C9879419F2A604


Task BasicsTask Relations

▪ Some tasks coming from the SAP

Activate Methodology have predecessor

and successor information

▪ On the Task list, an icon will appear

beside a task status if its predecessor

task is still in status open

▪ The relations section in task details

contains predecessor and successor

information

▪ If task has been created via a

requirement, this is also reflected in the

relations section


Task BasicsTask Accelerators

▪ Tasks that come from the SAP Activate

Methodology template also contain

documents or web links called Accelerators

▪ These accelerators provide the user with

additional assistance in completing this task

▪ The Accelerator section will only be visible

in a task if accelerators are available for this

task


Task BasicsTask Comments and History

▪ Team members can collaborate on

a task without having to change

the task assignee

▪ Adding comments allows team

members to indicate progress or

share information within a task

▪ Users can only edit or delete their

own comments


Task BasicsContent Update

▪ Task content may be updated to

provide customers with the latest

information on how tasks should be

carried out

▪ If a content update modified a task, an

entry will be made in the task history

▪ An update could mean a task is

restructured, merged, split or

deprecated. If this happens

▪ A prefix [Obsolete] is added to the task

▪ Task attributes will no longer be

editable

▪ Comments are still permitted


Consumption of SAP Activate RoadmapsRoadmap Viewer vs SAP Cloud ALM

Roadmap Viewer

Content for both On Premise and cloud products

Tasks separated by Workstreams

Is a guidance environment

Static content

Public URL

SAP Cloud ALM brings SAP Activate to life by allowing status updates and comments

SAP Cloud ALM

Currently focused on Cloud content

Tasks distributed by roles

Is a working environment

Content reacts to customers scope

Invite Only


Consumption of SAP Activate RoadmapsTask Content

▪ A task template must be

selected by the user before the

content created from the SAP

Activate Methodology can be

consumed in SAP Cloud ALM.

▪ Filtering the task list by phase

or role helps the Project lead

commence team member task

assignment


Consumption of SAP Activate RoadmapsTask List by Deliverables

▪ The Activate Methodology content

follows a 3 level hierarchy

▪ Phase

▪ Deliverable

▪ Tasks

▪ Phase can be used as a filtering

criteria using the header filters.

▪ Deliverable can also be used as a

filtering criteria. The task list can also

be grouped by deliverable


Consumption of SAP Activate RoadmapsRole List

▪ In the Project Setup, the list of roles and

role definitions are delivered as part of the

SAP Activate Methology

▪ The Project Lead is the only role that has

the authorizations required to add users to

a role

▪ All other roles only have project member

authorizations

Demo

https://wpb101101.hana.ondemand.com/wpb/pub/wa/index.html?show=project!PR_4A388743A840A294:demo#TS_C4FE981C657341259E48AD179AC2BF97


SAP Activate Methodology Scoping and Business Logic Actionable Task List

Tasks based on Scoping & RequirementsOverview


Tasks Based on Scoping & RequirementsRequirement Based Tasks

▪ When a requirement has been

approved, tasks can then be

generated in the requirements

overview

▪ Requirements and their tasks have

a 1:1 relationship

▪ The progress of a requirement is

measured using the current status

of the corresponding task

Demo

https://wpb101101.hana.ondemand.com/wpb/pub/wa/index.html?show=project!PR_5582EF5719A8495:demo#TS_2C7073FA6FB5441892BEA6772C0D240E


Tasks Based on Scoping & RequirementsTasks Created Manually

▪ Manual tasks are created from the

task list view at the discretion of

the project team

▪ The description of a manual task

can be edited unlike tasks from the

SAP Activate Content


Tasks Assignment and DistributionTask Assignment by Role


▪ Task content delivered by SAP Activate Methodology has a predefined distribution by project role

Implicit Assignment

▪ The project lead assigns a team member to a task, team member can then search for their assigned tasks

▪ Where large teams exist, the project lead can assign tasks to a role rather than an individual team member

Explicit Assignment

▪ Where multiple people are assigned to a role, team members can explicitly assign tasks to themselves

▪ Where small teams exist, tasks can be assigned to specific individuals


Tasks Assignment and DistributionTask Execution


▪ Users do not have to assign

themselves to a task before execution

or completion

▪ The comments section can be used to

document progress in task completion

▪ Task history is always available to

provide transparency and

accountability


SAP Cloud ALM

What’s new with 2008


▪ Support for multiple parallel Projects

▪ Support for Workstreams and Deliverables

▪ Advanced filter capabilities

Process Management in SAP Cloud ALM


SAP Cloud ALM for ImplementationCapabilities & Functions Map

Process content viewer

Fit-to-Standard workshop

execution

Process modelling*

Process

Process documentation*

Consumption of SAP Activate

based roadmaps

Task based on scoping &

requirements

Task assignment and

distribution

Task

Agile support*

Test planning & preparation

Manual testing

Integration of test automation

tools*

Test

Defect management*

Requirements management

Deployment orchestration*

Change management*

Change &

Deploy

Integration of deployment

tools*

Project Tracking &

OverviewTraceability*Analytics

Projects & Solution* Landscape UsersFoundation



Capability

Function


Process ManagementOverview


SAP Cloud ALM Process Management capability:

▪ Process Content Viewer

✓ Provides access to SAP reference and best practice processes

✓ Rich business process descriptions and diagrams

▪ Scoping

✓ Enables definition scope/rollouts and business process scope

▪ Fit-to-Standard Workshop Execution

✓ Supports customers to run Fit-to-Standard workshops efficiently

✓ Take notes to add your own knowledge

✓ Determine business process fit and capture business requirements


Process Content ViewerProvides Access to SAP Reference and Best Practice Processes


▪ Review SAP reference and best practice

processes

▪ Access rich business process content

▪ Business process value flows

▪ BPMN process models

▪ Test Scripts

▪ Executables


Process Content ViewerRich Business Process Descriptions and Diagrams

Business Solution

Business Process (Product agnostic) Scenario Implementation (Product Vector)

Solution ProcessSolution Process (Exemplary Flow)



ScopingEnables Definition of Scopes/Rollouts and Business Process Scope


▪ Define your project scope

▪ Group business processes belonging

together into rollouts

▪ Set business processes in scope for

your implementation project


ScopingMastering the Customers Process Landscape

Rollout: Global Processes e.g. Financial Consolidation

Rollout: Regional Processes EMEA e.g. ATP processes

Rollout: Plant A Processes e.g. production and warehousing

Rollout: Plant B Processes e.g. production and warehousing

Rollout: Regional Processes US e.g. ATP processes

Rollout: Plant A Processes e.g. production and warehousing

Rollout: Plant B Processes e.g. production and warehousing

Scopes/Rollouts can be used to manage

processes

▪ The Business Process Scope is defined per rollout

▪ Key tasks such as conduct Fit-to-standard

Workshop are also generated rollout specific

▪ Criteria that drive the creation of independent

scopes/rollouts are

▪ Separate system landscapes (e.g. if plants

operate local systems)

▪ Country specifics (e.g. if processes are rolled

out to multiple countries using own country

codes)


ScopingScope driven project execution

Define Rollout Define Business

Process Scope

Create Rollouts and

define Business

Processes Scope

Process

Schedule Fit-to-

standard

Schedule Fit-to-

standard

Conduct Fit-to-

standard

Conduct Fit-to-

standard

Process ViewerCapture Notes and

Requirements

… …

Review and

complete

requirements

Review and

complete

requirements

Requirements List

and Editor

Change &

Deploy

Populate

rollouts

Populate

business process

scope

Populate

business requirements

Scope A

Scope B

…

Demo

https://wpb101101.hana.ondemand.com/wpb/pub/wa/index.html?show=project!PR_77E96AE598345684:demo#TS_AB019D2A671340FE9AF49EC4C46FBF96


Fit-to-Standard Workshop ExecutionOverall Workshop Approach

1

2

4

5

Review Best

Practices Process

Flow

Demonstrate

Business

Process

and

Concepts

Discuss how the processes fit

with the customer’s

requirements

Identify

required

configuration

Enable customer

execution of standard

scenarios

Consultant enables the

business process expert to

execute the process on their

own in the Starter system.

The Team determines the

configuration values required. The

customer is responsible for providing

value lists. i.e. product group definition.

Consultant demonstrates the

business process using the

starter system and highlights the

areas that require configuration

decisions. The process flow is

used as a point of reference

when transitioning in the system.

Consultant explains the

business processes using the

rich process content.

Team fosters discussion to better understand

the customer business requirements and to

provide understanding of how the solution

meets these requirements.

Identify Delta

Requirements

Team identifies and catalogs the delta

requirements for further analysis and

closure. Delta requirements are business

requirements that cannot be satisfied

with the standard scenarios.

6

3

Business Process

Expert

Consultant

Notes

Business

Requirements


Fit-to-Standard Workshop ExecutionSupports Customers to Run Fit-to-Standard Workshops Efficiently (1 of 2)


▪ Fit-to-Standard workshop tasks driven by

defined project scope

▪ Show and tell sessions based on rich

process content

▪ Built-in function to create notes to add

your own knowledge to provided process

model

▪ Built-in function to capture business

requirements and fit-to-standard results

Demo

https://wpb101101.hana.ondemand.com/wpb/pub/wa/index.html?show=project!PR_2DC2034DF930F5BC:demo#TS_BD80649B7281494D876DC86377D7640E


Business Requirement

▪ A Business Requirement details delta

requirements that the business process should

fulfil to comply with the customer’s expectations.

▪ Business Requirements are actionable and (after

approval) turned into Tasks to facilitate the

fulfilment.

Notes

▪ Notes are used to document any additional

knowledge or insight about a business process

that is useful to remember

▪ Notes are timeless and part of the process

documentation

Fit-to-Standard Workshop ExecutionSupports Customers to Run Fit-to-Standard Workshops Efficiently (2 of 2)

Questions?For questions after this session, contact me at [email protected]

Join the SAP Digital Business

Services LinkedIn group for

networking and updates!

Follow us on Twitter (#solman and

#CloudALM), get the latest news,

learn about support offerings and

events!

Search for “SAP Cloud ALM” on

YouTube for product demos, expert

interviews and event insights!

Join our social media family

Subscribe to WhatsApp SAP Product

Support channels and receive updates

including KBAs, wiki's, guided

answers, SAP Notes and “hot tips”.

https://www.linkedin.com/groups/138840/

https://twitter.com/SAPDigitalSvcs

https://www.youtube.com/user/SAPSupportInfo

https://support.sap.com/en/my-support/knowledge-base/whatsapp.html

Thank you.Stay connected. Share your SAP experiences

anytime, anywhere. Join the ASUG conversation

on social media: @ASUG365 #ASUG

© 2019 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of

SAP SE or an SAP affiliate company.

The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its

distributors contain proprietary software components of other software vendors. National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or

warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.

The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty

statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional

warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or

any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,

and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and

functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason

without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or

functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ

materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they

should not be relied upon in making purchasing decisions.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered

trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names

mentioned are the trademarks of their respective companies.

See www.sap.com/copyright for additional trademark information and notices.

www.sap.com/contactsap

Follow us

https://www.sap.com/copyright

https://www.sap.com/registration/contact.html

https://www.linkedin.com/company/sap

https://www.youtube.com/user/SAP

https://twitter.com/sap

https://www.facebook.com/SAP

Documents

Process and Task Management in SAP Cloud ALM