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Business Transformation with ECM for SAP

Paul Unsworth

NASDAQ: OTEX, TSX: OTC

OpenText Confidential. © All Rights Reserved. 3

140Offices around the world

# EIM

16

# of Transactions

8000

# of Employees

$1

Global Revenue

Billion

Customers

550k

Trading Partners

80k

.3

Billion

20

# of Innovation

years

OpenText Confidential. ©2014 All Rights Reserved. 4

20 Years of Innovation & Partnership#1 Solution

Extension Partner

4000+ Customers

12 Resell

SolutionsContent Enriched Business

Process Transformation

First ISV Powered

by SAP NetWeaver

ArchiveLink

Co-Development

Solution Extension Partnership

(Reselling)

Co-Development of DoD 5015.2 certified

Records Management

Mobile

CloudHANA


Suite for SAP

360 Degree

Information Access

Document Access

Secure and Compliant

Storage of Information

Archiving

Content Enriched

Business ProcessesExtended ECM for SAP

Streamlined

Accounts Payable

Vendor Invoice Mgt

Automated Digital

Employee File

Management

Employee File Mgt

Collaboration in

SAP Portal

Portal Connect

Content Generation

Personalization

Communication

Document Presentment

SAP Business Process

and SP Governance

SharePoint Services for

Extended ECM

Secure Content

Synch and Sharing

Tempo Box

Content Enriched

Processes for Oracle

Extended ECM for EBS

Digital Receipt

Handling for

Expense Mgt

Travel Receipts Mgt

Web Content Mgt

for SAP Portal

Portal Site Mgt (WEM)

Rich Media

Management

Digital Asset Mgt

Cloud Mobile Social Hana

Content Lifecycle

Management

Content Suite Platform

hybris SharePointAriba Success Factors GXSSAP Business Suite Office 365 Oracle


Definition

“Business transformation is defined as a complex

organizational change process affecting the entire value

chain that has the potential to radically alter the company's

relationship with the wider economic and societal

environment.”

- Business Transformation Academy

https://www.bta-online.com/what-we-do/research/business-transformation-management/

https://www.bta-online.com/what-we-do/research/business-transformation-management/


What drives Business Transformation

Digital Customer

Powerful Devices

ubiquitous access to

information

social networks

Empowered

Customer

Hyper connected World

“Big Four” innovations

Cloud, Mobility

Big Data, Social

New value chains,

new business models

Globalization

New markets

Global scale

Market consolidation

(M&A)

Global Regulations

Global

Organization


Extended ECM Content-Enables

Numerous Processes across the Enterprise

Planning /

Product

Development

ProcurementProduction &

Operation

Sales &

Marketing

Customer

Service

Finance

Human Resources

Legal

IT

Supplier Information

Management

Contract Management

Sourcing Strategies

Order Management

Brand Asset Management

Collateral Management

Campaign Management

Account Management

Contract Management

Customer

Communications

Multi-channel Customer

Service

Case Management

Project Management (E&C, R&D, etc.)

3rd Party Collaboration

IP & Knowledge Mgmt.

Archive Data And Content

Consolidate ECM Systems

Paper Archive Elimination

Legacy Decommissioning

Information Retention

Enterprise Records

Management

Automated Compliance

eDiscovery

Contract Management

Vendor Invoice Management

Expense Reimbursement

Collections

Dispute Management

Customer Invoicing

Employee File Management

Talent Sourcing & Acquisition

Reward & Retain

HR Record Retention

Policy Management

Enterprise Asset Mgmt.

Distribution / Logistics

Product Lifecycle Mgmt.

Quality Management


Process Content

Unique Business Value

Drives the Work… …Provides the Context

Content Enriched Business Processes

Business Transformation with ECM for SAP


Manage Enterprise Content in Context of

Structured Business Processes

Old Paradigm

Content Managed Separately from

Core Business Processes

Core Business Processes

Content

Create/Capture

Review/

Collaborate

Access/Distribute

Preserve/Destroy

Store/

Secure

New Paradigm

Content Integrated With

Core SAP Business Processes

(e.g. ECC, SRM, CRM, PPM)

Content –enrichedBusiness Processes

Create/Capture

Review/

Collaborate

Access/Distribute

Preserve/Destroy

Store/

Secure


Innovation with SAP ECM by OpenText

Where do we deliver Innovations? How do we drive value?

FRONTEND

CONTENT & PROCESS

BACKEND

Accelerate business decisions

Accessibility & Collaboration

Streamlined Communication

Document management cost

Review and approval process

Search & Discovery costs

Improve process compliance

Secure records management

Manage regulated processes

Agility

Cost

Compliance

Where do we deliver Solutions? How do we drive value?

Business

Transformation

Collaboration

Content

Lifecycle Mgmt.


Process-centric Collaboration without Barriers

MS SharePoint

SAP ECC

SAP Portal

ECM Web

MS Windows

E-mail & MS

Office

Mobile Devices

SAP CRM / SRM


Enabling Business Transformation

with OpenText Suite for SAP

Supplier

Excellence

Product

Excellence

Customer

Excellence

Workforce

Excellence

Asset

Excellence

Finance

Excellence

content -enr iched business processes


Business Value SolutionsSolutions tailored to meet specific SAP business process requirements

Logistics &

Distribution

Sales Account

Mgmt

Customer Billing

& Service

Brand Asset

Mgmt

Product Excellence

Supplier Excellence

Customer Excellence

Order to PaySupplier &

Contract Mgmt

Strategic

Sourcing

Manage

Employee InfoTalent Sourcing

& Acquisition

Asset Excellence

Finance Excellence

Accounts

PayableCollections

Customer

Invoicing

Workforce Excellence

Reward &

Retain

Expense

Mgmt

Quality

MgmtProject

Mgmt

Sales

Order Mgmt

Enterprise

Asset MgmtWell File

Mgmt

Product

Lifecycle MgmtCapital

Projects

Real Estate

Mgmt

EH&S

Mgmt


Cloud Deployment Models

Talent Hybrid

Core HR

SAP ERP

Talent Solutions,Workforce Planning,Workforce Analytics

Full Cloud HCM

SAP ERP

Core HR (Employee Central)Talent Solutions Workforce

Planning and Workforce Analytics

Cloud HR

Cloud

Core

HR

Side by Side HCM

Core HR

SAP ERP

Headquarters

Subsidiaries

Talent Solutions,Workforce Planning,Workforce Analytics

Cloud

Core HR

Delivered and Maintained Integration

SAP Employee File

Management by OT

*EFM SF cloud connector

Release 4.0 - Oct. 2013

Hosting available today. *EC integrations

Blueprint Roadmap - planned *xECM Cloud

Roadmap Released - planned

Extended ECM

SAP xECM by OTSAP Employee File

Management by OT

Roadmap

Value centralized and compliant 360 view - integrated ERP business processes

– case management - records mgmt.Flexible, globally scalable compliant

Hosting available today. *EC integrations

Blueprint Roadmap - planned *xECM Cloud

Roadmap Released - planned


Leverage existing SAP ERP investment and extend

business value and leverage

HR Shared Services

First call resolution

Access to non-SAP

content

Quick Search

Reduce Paper Tourism

Reduce storage costs

Increase Process

Efficiency

Agile Service Delivery

Talent Management

Strategies

Employee

Engagement

Process and Costs

VP HR

Talent Management

HR IT Manager

One Platform Strategy

Reduction of

training and

administration costs

Consolidation of IT

systems and reduction

of interfaces

Reduction of storage

costs

Reduce Cost

Compliance

Manager

Enterprise-wide Records

Management for SAP

and non-SAP content

Single set of

retention policies to

management content

lifecycle

Reduced corporate

exposure to litigation

and regulations

Mitigate Risk

CIO

16

Key Benefits for Human Resources


SAP Employee File Management by OpenText

Capture:

Scan, Drag & Drop

Barcode,

eMail, Self-Service

Upload , Mass Import.

Flexible

Folder Structure

HR Processes,

Follow Up, Workflow

Secure Archiving

Integration of SAP

Documents and SAP

Interactive Forms by

Adobe

Guest -User

Access

Mobile Access

Secure Deletion

and

Retention

Management

Web Access for HR

Professionals,

MSS,ESS

Activity Logging

SAP Employee

File Management

by OpenText

Shared Services

Framework

Reporting

Cloud Connector

SAP GUI Retrieval

for HR Professionals


SAP HCM Integration


Manager Self-Service Integration


Mobile Access


SuccessFactors Homepage Integration with

EFM

21


HR Case Management – Long Term Disability


Slide 23

HR Case Management – Wrongful Termination


Business Value SolutionsSolutions tailored to meet specific SAP business process requirements

Logistics &

Distribution

Sales Account

Mgmt

Customer Billing

& Service

Brand Asset

Mgmt

Product Excellence

Supplier Excellence

Customer Excellence

Order to PaySupplier &

Contract Mgmt

Strategic

Sourcing

Manage

Employee InfoTalent Sourcing

& Acquisition

Asset Excellence

Finance Excellence

Accounts

PayableCollections

Customer

Invoicing

Workforce Excellence

Reward &

Retain

Expense

Mgmt

Quality

MgmtProject

Mgmt

Sales

Order Mgmt

Enterprise

Asset MgmtWell File

Mgmt

Product

Lifecycle MgmtCapital

Projects

Real Estate

Mgmt

EH&S

Mgmt


What Matters Most?Excelling so customers continue to choose you!

71%of customers ended business

relationship due to poor

customer service1

80%

5%

of companies rate customer

experience as a top

strategic objective2

1) SAP: Ready for 21st Century Marketing?

2) SAP/Bloomberg Business Week

increase in customer

retention can increase

profits by 25% - 95%1


“

What Do the Best Achieve?

Customer retention rate for all

customers over the last three years Percentage of satisfied customers

Best run companies keep their

customers.

Best run companies have more

satisfied customers.

86% Top Performer 95% Top Performer

“Data provided by APQC. ©1992-2012 APQC. ALL RIGHTS RESERVED. www.apqc.org/osbc”

Note: “Best” = Top 25%, “Low” = Bottom 25%, benchmark data APQC 2012

“ ” ”


Challenges in customer invoicing

Customers expect fast and informed interactions – anytime, anywhere

Higher complexity: new and traditional channels to send invoices;

convergence of customer service, sales and marketing

New regulations require additional diligence to deliver compliant invoices

Centralization and harmonization conflicts with local printing and mailing

Requires new ways to consistently manage

customer interactions across all touch points


Best practices for achieving excellence in

customer invoicing

Optimize process first

Utilize secure & compliant

repository

Unique aspects per customer

1

2 Eliminate manual steps

Leverage electronic bill

presentment

Eliminate bundling of paper

billing

Continuous improvement

Utilize captive audience for

marketing

Increase invoice speed and

accuracy

3

4 Use what you have

SAP CRM

Unstructured document

integration


How best in class customer invoicing works

Improve customer experience: customized, proactive, 360 degree view

Improve operational efficiencies: automate document process in real-time

Automated and Integrated

Targeted

Communications

Archiving

Personalized

Document

Generation

Document

Distribution

Document

Consolidation

Document

Composition


Document compositionTransform ordinary customer communications into powerful one-to-one marketing

Targeted customer service notice based on customer profile

Bar codes for document automation

Dynamic branding based on business

unit

Clear presentation using historical

comparisons and graphs

Personalized marketing messages

with hyperlink

Educate and inform customer: additional

information in context

OMR codes for optimized enveloping

and mailing


360 degree customer view

Customer Workspace Fast access to all customer documents

and other unstructured content in

context of business partner

All documents in one place

– ERP (IS-U), CRM etc.

– SAP Document Presentment Integration

Reprint / resend documents

Welcome Package

Campaign Documents

Campaign Letter

Marketing

Signed Contract

Delivery Note

Order

Order Confirmation

Price Sheet

Bills

Self-service Assets

Correspondence

Service Order

Service Report

Friendly Reminder

Dunning Letter

Dispute


How do the best achieve this?

Combine financial data, processes and content

Integrate management of financial data and

documents

Provide seamless collaboration for SAP and

non-SAP users

Optimize and automate for process

transparency

Maintain documentation security and

compliance

Replace human touch points with business

rule processing to increase efficiency while

eliminating fraud

CollectionsCustomer Invoicing

Expense Management

Accounts Payable


Thank YOU