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JENNIFER BUKO[ASUG INSTALLATION MEMBER MEMBER SINCE: 2006

RICHARD RAUCH[ASUG INSTALLATION MEMBER MEMBER SINCE: 1999

ERIC SYNSTELIEN[ASUG INSTALLATION MEMBER MEMBER SINCE: 2000

Wholesale Distribution Roundtable –Planning for Your Upgrade

Session Code: 3306

Real Experience. Real Advantage.

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Agenda

ERP6 Upgrade Implementation RoundtableOpen discussion on how the following Wholesale Distributors handled their SAP upgrade

Powell Electronics – Bob Oldrati

Border States Electric – Michelle Perius

Graybar – Marty Joyce

Newell Rubbermaid – Glenn Griffin

Summit Electric – David Wascom


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Powell Electronics

Bob Oldrati


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About Powell Electronics

64-year old privately-held Wholesale Distributor specializing in electronic connectors, sensors, switches, and heat-shrinkable products.

Family owned business, headquartered in Swedesboro, NJ.Branches in North America, Europe and China.SMB ~ $100 Million sales

SAP Landscape: Business Suite 7Winner of 2007 ASUG SME Impact AwardWinner of 2007 ASUG SME Impact Award


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How Can We Get Approval in a Down Economy?

CIO thinks: this is the perfect time for an upgradeLots of consultants “on the bench”Hardware prices coming downCIO knows a big number will scare the CEO.

CEO thinksI don’t want to spend a lot of money in these uncertain economic timesNo layoffs If it’s not broke, don’t fix it

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Why Upgrade? Why Now? Building the Business CaseWhat has SAP done for Wholesale Distribution?

It’s certainly not in R/3 4.7SAP’s Wholesale Distribution Business Unit

Made Roadmap presentation to Powell Executive teamShared SAP’s vision and direction

Used Sandbox ECC 6 / 64 Bit server to benchmark response times

Saw a 74% improvement

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Wow, with this we can give ourfolks much better tools!


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Wholesale Distribution Roadmap: Value to Powell

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Newer, faster, 64-bit, dual/quad core servers

New 64-bit OS and SQL Server

Enhance SAP user securityUpgrade/relocate Disaster Recovery hardwareABAP Optimization and RemediationTarget: ECC6 EhP 4

Capture Business Processes

Needed for testing and training

Testing Basis work

NetweaverEnhancement Packages

New functionalityTesting and training needed

Freeze DevelopmentMock go-lives

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Upgrade Components: Organize Key Project Phases


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Key Preparation Phase: What would we need to do anyway?

Newer, faster, 64-bit, dual/quad core serversNew 64-bit OS and SQL ServerVirtualize DEV and QASEnhance SAP user securityUpgrade/relocate Disaster Recovery hardwareABAP Optimization and RemediationUpgrade Solution Manager and attach to landscapeCapture Business Processes in Solution Manager

Also supports parallel effort by CEO to develop SOP’s for our Business Processes

Can be parallel efforts because they use different resources….

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Key Preparation Phase

DEV QAS PRD

DEV PRDQAS

Transports Transports

Transports Transports

Old Hardware

New HardwareDB Copy then upgrade DB Copy then upgrade

1) Migrate and Upgrade DEV

2) Copy PRD for QAS Upgrade

3) Copy PRD again for “Mock-PRD”Upgrade

4) PRD Upgrade

DB Copy then upgrade

• Overview of Upgrade Cycle with New Servers• Symmetry’s “Poor Man’s Upgrade”


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Key Preparation Phase: What will “break” in ERP6? ABAP Remediation with Panaya

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ABAP RemediationPanaya Project Planning and Execution

Key Preparation Phase


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The Lean Implementation TeamImplementation Partner : Innovant Consulting

Proven track record with Powell and other SME’sOffshore ABAP team experienced with PanayaOn-site resources experienced with Solution Manager, Business Process mapping, and integrating Test Workbench with Business Process Repository

Powell TeamIT Director as project ownerSAP Project Manager

Experienced Business Process ExpertExperienced Project Manager

Technical Lead: Expert with Powell’s “Z” programs and transactionsHardware/Network Administrator

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Total Headcount:Powell 3Innovant: 7

On-Site 3Morocco 3Project Mgr 1

Symmetry ½

Total Headcount:Powell 3Innovant: 7

On-Site 3Morocco 3Project Mgr 1

Symmetry ½


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Solution Manager PreparationUpgrade to Enterprise VersionBusiness Process Workshops with key Subject Matter Experts

Based on Wholesale Distribution RoadmapTransaction Analysis Workshop

12 months of user activity by transactionKey to Business Process Repository and Test PlanKey to Process-based authorizations

Innovant team took results of Business Process workshops and transaction analysis

Loaded Solution Manager Business Process repository in Solution ManagerDerived a comprehensive, business process-based test plan.

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Security Re-design & Improvement

Before:Previous Security roles had some “holes”Difficult to maintain or enhanceProfile Generator (SU25) not well configured

During the project:Used Innovant Security design methodology, the Solman blueprint and RBE output to re-design all business roles

Single and derived roles to satisfy the global design and organizational limitation

Combined the Upgrade End-User testing and Security TestingGo-live was successful


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Wrap-Up

Make several smaller projects out of one big project

What projects would you need to do with or without and upgrade?

Key Preparation PhasesThe Poor Man’s UpgradeABAP Remediation Made EasySecurity OverhaulThe Lean Implementation TeamThe 11 Week Upgrade

Solution Manager: The Key To a Successful Upgrade

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Key Learnings

How Powell leveraged a cost-effective tool from Panayato shave weeks off the upgrade timeline and eliminate program change risk. How Powell made effective use of SAP Solution Manager to capture business processes using the wholesale distribution roadmap. How Powell leverage the upgrade work to re-design securityHow Powell developed a comprehensive test plan using the built-in SAP Solution Manager test workbench.


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Border States Electric – Wholesale Distributor

Michelle Perius


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About Border States Electric

Established in 1952Sales exceed $900 millionInventory value approximately $100 millionRanked 10th largest by Electrical WholesalingCorporate headquarters located in Fargo, ND

60 branches in 14 U.S. states & MexicoESOP – 100% employee-owned company

1,250+ employee-owners

Winner of 2008 ASUG Large Enterprise Impact AwardWinner of 2008 ASUG Large Enterprise Impact Award


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Border States Branch Locations


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Border States – SAPHistory

Live on SAP R/3 4.0B version on February 1st, 1999 Upgrade to SAP R/3 4.7 Thanksgiving weekend 2004SAP R/3 ERP6 EhP 4 November, 22 2009

Applications Team – enhance & support applications8 System/Business Analysts & 5 Developers

R/3 Modules: CO, FI, HR, LE, MM, SDInterfacing applications

Paymetric/XI PayTaxware/Tax AutomationEsker DeliveryWareResite (Insite)Inovis – EDIKronos – Time and AttendanceSupplyTrax – VMI ToolcribSignature CaptureReadsoft – Vendor Invoice image processing

Other SAP solutions:IP Module – Incentives (Apr 2005) & Paybacks (Aug 2005)RF – Mobile WebDynpro (Oct 2006) / Mobile Infrastructure (Feb 2007)CRM/ISA (March 2007) / MDM (Feb 2007) /Enterprise Portal (March 2007)PI (March 2007)Adobe Interactive Forms (2006)


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Border States ERP6 Implementation Scope

R3 4.7 -> ERP6 Enhancement Pack 4Technical UpgradeNo Unicode conversion

Budget Utilize internal resources – minimize spend

Defined timelineJune 2009 – Go-Live November 2009 (Thanksgiving Weekend)


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Border States Implementation Project Team

PartnersSAP

Basis consultantIBM

Very limited remote assistance“Full Time” Project Team

Continued production support and maintenance activitiesCompleted development projects midway

Business Project Team involvement which varied with the project phases


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Border States ERP6 Upgrade Project PhasesPhases

Preparation - Timeline 6/1 – 7/14Project prep/scope definitionWrapped up pre-upgrade development projectsPrepared systems for upgradeOrganized structure for Business Process Master ListingFinalize master custom object list for all systems

Blueprint - Timeline 6/17 – 8/4Unit Test PrepStabilize ERP6 systems Business Continuity validation of ERP6 Development & QA system


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Border States ERP6 Upgrade Project Phases

Realization 1 - Timeline 8/4 – 9/18Unit Test

Realization 2 - Timeline 9/18 – 11/4Integration PrepIntegration Test Cycle 1Integration Test Cycle 2Delta Training Prep

Go Live PrepTimeline 11/2 - 11/16

Mock CutoverBusiness Readiness / Training

Go Live – 11/22/2009One week ahead of schedule

Post Go LiveTimeline 11/30 – 12/31


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Border States ERP6 Upgrade Project Phases


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Border States – Lessons Learned

Plan for production support and/or business critical enhancements/development during upgradeDo not minimize the time necessary for proper testingChange management for end users


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Graybar Electric

Marty Joyce


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Graybar Electric – Wholesale Distributor

Founded in 1869 by Elisha Gray and Enos BartonEmployee-owned since 1929Leading distributor of high-quality electrical, communications and networking products, and specializes in related supply chain management and logistics services2009 revenues = $4.4 billionCorporate headquarters in St. Louis, MO

Nearly 240 branches across North AmericaRecognized on the FORTUNE “World Most Admired Companies” list for nine consecutive yearsOn the 2009 InformationWeek 500 annual ranking of the best and brightest business technology innovators for seven consecutive years


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Graybar Electric – Wholesale Distributor


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Graybar Electric – SAPHistory

Live on SAP R/3 4.6c on March 31, 2003Upgrade to SAP ECC6 EHP3 – Go Live was on February 9,2009

Applications Team – enhance & support applications30 Business & configuration Analysts, 5 Developers, 4 Basis

R/3 Modules: SD, FI/CO, MM, PP, WorkflowInterfacing applications (includes add-ons and bolt-ons)

APO, BW, BOBJ, PI, HR, Enterprise Portal, CRM*Vistex – IP, pricing, mass maintenance of customer dataOpen Text – LIV, DocumentumPaymetrics/XI Pay – Credit CardINFOR - WMSVertex – Sales taxQuest – PrintRightfax - FaxGentranIBM – Websphere Suite for internet salesPrecise – Infrastructure monitoring toolComplus – Custom shipping labelsPCM – Price cost maintenance


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Graybar Electric - ECC6 Implementation Scope

Upgrade to ECC6 Enhancement Pack 3Technical UpgradeNo Unicode conversionUpgrade third party add-ons as part of the project, if needed

Budget Utilize internal resources as much as possible – minimize expenditures

Defined Go LiveGo Live in February 2009


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Graybar Electric - Implementation Project Team

PartnersSAPDeloitte

“Full Time” PMO

Project Team involvement varied with the different project phases


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Graybar Electric - ECC6 Upgrade Project Phases

PhasesPreparation: Timeline 8/11/08 – 9/15/08

Project prep and scope definitionWrapped up pre-upgrade development projectsClean up R/3 development environmentPrepared systems for upgradeExecuted Deloitte’s Smart toolUpgraded and validated an R/3 sandbox

Realization 1: Timeline 9/15/08 – 11/10/08Continue to validate sandbox connectivity and functionalityUpgrade Development box (RD0)Code RemediationUnit TestingData preparation – Hayes Gold ClientScript creation/validation – Worksoft Certify


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Phases (cont.)Realization 2 - Timeline 10/27/08 – 2/1/09

Create another ECC6 development box where functionality can be created and tested for implementation after Go Live Upgrade QA box (RQ0)Integration testing

Manual testingCycle testing – 1, 2, and 3

Upgrade Production sized test box (RQ2) (test cutover plan)Performance testing – 1, 2, and 3

Go Live Prep - Timeline 01/19/09 – 02/01/09Business Readiness / TrainingReview Issues list

Production Upgrade – Timeline 02/02/09 – 02/08/09Go Live – 02/09/09

On time and under budgetPost Go Live Support - Timeline 02/09/09 – 02/23/09


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SAP R/3 Upgrade to ECC 6.0

08/1

1/08

08/1

8/08

08/2

5/08

09/0

1/08

09/0

8/08

09/1

5/08

09/2

2/08

09/2

9/08

10/0

6/08

10/1

3/08

10/2

0/08

10/2

7/08

11/0

3/08

11/1

0/08

11/1

7/08

11/2

4/08

12/0

1/08

12/0

8/08

12/1

5/08

12/2

2/08

12/2

9/08

01/0

5/09

01/1

2/09

01/1

9/09

01/2

6/09

02/0

2/09

02/0

9/09

02/1

6/09

Project PreparationProject Plan CreationRun Smart ToolTest Upgrade (sandbox)

Upgrade of Development, Code Remediation, and Unit TestingValidate sandbox and connectivityCopy RD0 to RD1 & Upgrade RD0Dual Maintenance (RD1=>RD0)Activate Production Support PathCode Remediation (RD0)Unit Testing (RD0)

Integration, Regression, and Performance TestingCopy RQ0 to RQ1 & Upgrade RQ0Transports (from RD0)Activate Production Support PathBuild RS1 For Post Upgrade DevelopmentIntegration and Connectivity Test 1 (RQ0)Integration and Connectivity Test 2 (RQ0)Upgrade and Performance testing (RQ2) ance ance

Cuttover to Production RP0Cutover PreparationUpgradeGo-Live TestingGo-Live Support

Key:

Production Support RD1, RQ1, RP0

Perform Perform

Completed On Schedule Issues Risks/Behind Schedule

Har

d Fr

eeze


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Graybar Electric – Major Concerns

A lot of effort was required to define how we would create and refresh data for Integration and Performance testing

Purchased Hayes Gold ClientCreated a Data Management Strategy

We had to decide what to test and howPurchased Worksoft’s Certify softwareFocused on core transactions

Customization provided us with opportunitiesVistex changes were substantialUser Exits vs. Enhancement PointsIDOCs – structures did change and we needed to decide if we should stay with previous version or notFixed approach to company codes and currency


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Graybar Electric – Lessons Learned

Practice your upgrade many times. At least once on production like environment.Define your Data Management strategy (to support testing) up frontDefine your testing strategy (manual, scripting, etc) up front

Test Add-ons, Bolt-ons, and all other integration pointsDedicate security resources to compare and modify roles and authorization objects as soon as possibleTEST, TEST, TESTTest infrastructure/monitoring toolsThere will be issues after Go Live! Be prepared to assess, prioritize, and fix.


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Newell Rubbermaid

Glenn Griffin


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About Newell Rubbermaid

We are a global marketer of consumer and commercial products that touch the lives of people where they work, live and play. Headquartered in Atlanta, GAApproximately 19,000 employees worldwideNYSE: NWL

More than 90 percent of U.S. households have at least one Newell Rubbermaid product.


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Our Global Presence

US & Canada 75% 85%

Europe 14% 0%

APAC 6% 0%

Latin America 5% 0%

Percent of Sales in

2009

Percent of Region Live on

SAP


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Three Business Segments

2009 NWL2009 NWLSalesSales

$5.6 billion$5.6 billion

Region / Business % Global Sales

Project status

Target or completion

date

NA Office Products (OP) 17 Live Oct 2007

Beauty & Style, Baby & Parenting Essentials,

Culinary Lifestyles (H&F) 13 Live Apr 2008

Tools & Hardware (T&H)14 Live Aug 2009

Cleaning & Organization (C&O): Rubbermaid 24 Live Apr 2010

Décor 6 Design Apr 2011

Corporate - Design Sept 2010

Europe Region 16

TBD TBDLatin America Region 5

Asia-PAC Region 5

Total 100

% Complete – Present 68

Office Products

Group$1,674.7 MM

Tools, Hardware & Commercial

Products Group

$1,525.7 MM

Home & FamilyGroup

$2,377.2 MM


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Channels & Customers

Specialty Retail

Home Center “DIY”

Office Supply

Commercial

Other

Mass Merchandisers


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Home & Family

- Culinary Lifestyles - Décor - Beauty & Style - Baby & Parenting Essentials- Rubbermaid Consumer

5 Global Business Units:


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Office Products Group


- Technology - Everyday Writing & Coloring- Fine Writing & Luxury Accessories- Markers, Highlighters, Art & Office Organization


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Tools, Hardware & Commercial Products

- Industrial Products & Services - Commercial Products- Construction Tools & Accessories - Hardware



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SAP Background

HistoryFirst go-live of Office Products on ECC 5.0 in October 2007Upgrade to ECC 6.0 EhP 4 in February 2010

Application Team – 17 developers1 Architect, 4 leads, 9 offshore

R/3 Modules: SD, FI, CO, WM, PP, MMOther SAP solutions:

SCMPortalPI


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ECC 6.0 Upgrade Scope

ECC 6.0 Enhancement Pack 4Only technical upgradeNo Unicode – already done

Used SaaS tool – PanayaInternal resources onlyIn parallel with next business unit go-liveProject start – July 2009Go-live – February 2010


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Upgrade Project Phases

Preparation – 7/01 – 7/31Choose Upgrade support toolApproval from business to incorporate upgrade into their go-live

Blueprint – 08/01 – 08/14Realization – 08/17 – 10/02

Clean up Development systemUpgrade, fix, and test in SandboxUpgrade, fix, and test in DevUpgrade QA

Final Preparation – 10/05 – 2/25Business data load2 System Integration Test CyclesStress and Volume Test Live Business Regression Test

Go-Live and Support – 2/28


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Upgrade Lessons Learned

Support Pack stack issuesUpdated syntax changes Version issues – additional notes appliedPanaya toolSolution Manager in orderSecurity update – new t-codes introduced Training documentation updates


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Summit Electric – Wholesale Distributor

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David Wascom


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Who We Are

Founded in 1977 in Albuquerque, NM500 associates across in 19 branches across 4 states#22 ranked electrical distributor in 2008, $384 million in sales

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SAP go-live – 1/1/2007ECC 5.0 – SD, MM, FIVistex, Vertex, DelegoSAP BI, MDM, ISA


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Summit Electric Upgrade Scope

ECC 5.0 ECC 6.0, EHP 4Technical upgrade onlyMaintain existing rev levels for other systemsInternal resources only*

TimelineDiscovery – October-December 2009Blueprint – January 2010Realization – February-April 2010*Go-live – May 30, 2010

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Summit Electric – We Did Spend a Little Money

In discovery, found out about Panaya (ASUG networking at work!)

www.panayainc.comPanaya process:

System evaluation/extractCode errors and concerns reported to usWe updated web as fixes implementedNew extracts (weekly) after fixes to update web stats

Estimate it shortened Realization by 4-6 weeks!

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Summit Electric – Lessons Learned

It is easier to upgrade from ECC 5.0Use the ‘Z’Watch out for compatibility issues within SAP products!

ECC BI, ISATalk to 3rd party vendors early and oftenTest, Test, TestPractice cutover procedures

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Q & A

Questions/Comments?

Join us at the Wholesale Distribution Community Lounge today

2-3pmASUG Pavilion Show Floor


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Thank you for participating.

SESSION CODE: 3306

Please remember to complete and return your evaluation form following this session.

For ongoing education on this area of focus, visit the Year-Round Community page at www.asug.com/yrc