SAP Sourcing & CLM CoE Webcast Series Using Projects · SAP Sourcing & CLM CoE Webcast Series Using Projects June 2012

SAP Sourcing & CLM CoE Webcast SeriesUsing ProjectsJune 2012

© 2012 SAP AG. All rights reserved. 2

SAP Sourcing / CLM 2012 Webcast Series

Goal• Spread the knowledge about SAP Sourcing • Educate users and consultants on Best Practices• Build and leverage the SAP Sourcing community

Audience• SAP Consulting and Field Services• Partner Consulting• SAP Sourcing Customers

Upcoming Topics• June – Using Projects• July – User Defined Objects


Topics

Projects FunctionalitySchedulesFormsConfigurable Phase DefinitionTracking Costs/SavingsCustomization

ReportsProjects ImporterSample ProjectsIntegration ScenariosKey Takeaways


What is a Project?

Projects are designed to support and enable a customer’s sourcing process or methodology:

Document process steps and milestonesTrack costs, resources and savingsStore related discussions and documentationEnable collaboration with team membersProvide visibility to both collaborators and management of sourcing activityEstablish a central repository for all project-related informationProvide an audit trail for sourcing-related documentation


Source to Contract Process

Develop Strategy

Supplier Management

Qualify Suppliers Source & Award

Finalize Agreement

Manage & Monitor

The SAP Sourcing solution supports the “Source to Contract” process

A Project can be the first step in the overall Strategic Sourcing process


Projects - Schedule

The Schedule organizes the Projects key tasks and milestones

Tasks are assigned a durationMilestones are assigned a specific dateDependencies can be assigned so the start of one event depends on the end of anotherOwners can be assigned to specific schedule itemsStandard reports track projects cycle time using the schedule itemsAttachments can be included within schedule items


Projects - Schedule

Many options for creating a Project Schedule:Import from Schedule LibraryImport from cvs templateCreate for specific projectImport from Microsoft Project


Projects - Forms

Forms allow you to track your Sourcing process or Best Practices as it relates to the specific project

Forms can be created as part of a Library component and imported or created within a specific project

Allows for text responses and/or attachments


Projects – Configurable Phase Definition

Can be used to model a 7, 9 or 13 step sourcing process

Assigned at the Document Type

Configurable multi-step workflow can be defined to specific phases.


Tracking Costs/Savings

The Costs tab displays an item-by-item breakdown of internal project costs.

This can include the cost of resources or expenditures associated with a specific sourcing project. For example, travel costs, temp labor, market research and /or supplier qualification costs


Tracking Costs/Savings

You can also track Savings associated with sourcing initiatives:Two types of savings are available: hard and soft savingsBuyers have various options for the Source of Savings and Cause of Price Variance.


Customization

The Project Document can becustomized to include up to 5additional tabs.

The inclusion and number of tabs is defined on the Project TypeThe tabs can be used to display and organize any customer configured extensions


Reporting

Standard reporting capabilities include the following:

Cycle time

Project Status Summary

Savings

Tasks Report

Project Activity

Extracts


Projects Importer

In 7.0, new functionality was included, allowing the import of legacy projects


Importing Projects

Under Setup – System Administration – Import/Export Tools, click “Import Data”

NOTE To obtain the Projects csv import file, upload a dummy file and choose the Projects options. When you click “Preview”, the template will be available to download.


Importing Projects

The template should look like this. Populate the fields with your project data


Importing Projects

Click “New” to begin uploading the file

“Next” to Upload to Server

Browse for your template and click “Next”


Importing Projects

From the drop down, choose Project and click “Next”

Click “Next” again

Once all files have been processed, click “Next” to ensure the upload was successful


Importing Projects

The uploaded Projects now appear in our projects list


Sample Projects

Supplier Initiatives:New Supplier Onboarding

Annual Supplier Review

Supplier Rationalization

Risk Management

Diversity

Pre-Sourcing, Pre-Contract process where approvals are required


Integration Scenarios

Spend Performance Management

Projects

Projects

RFx

Auction

Master Agreement


Key Takeaways

Keep it simple – utilize only the fields that are relevant for your business

To drive adoption make it easy for end users to update informationtry to keep schedule items to 10 or lesslimit the number of required fieldsuse pre-populated project templates where applicable

Define how you will use Project Status and Project Phase

If Projects are going to be your system of record for sourcing activity, it is important to have executive sponsorship or enforced mandates

To capture approvals and/or information for later reference, consider using Project Forms or attachments within Schedule Items


Thank You!

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SAP Sourcing & CLM CoE Webcast Series Using Projects · SAP Sourcing & CLM CoE Webcast Series Using Projects June 2012