Rev 2.0 01102010

Why Connect Unstructured Content to Structured Processes?

Richard Verbeek Principal Solution Consultant

June 4, 12

Copyright © Open Text Corporation. All rights reserved.

Navigating the road of SAP content can be more straight forward then you think

Beyond just Archiving

Although archiving is a and part of every SAP implementation. Its now important for organizations to

look at SAP businesses processes with existing content from across

their organization.

How easily do your employees find content that supports the transaction?

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Are you drowning with the amount of content being stored

on an annual basis?

5

6 * Companies surveyed by AIIM

Are you improving efficiency and optimizing business processes by providing employees with collaboration tools that are tied to the business process?

8 * Companies surveyed by AIIM

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ECM Solutions Becoming an Integral Part of Core Business Processes

How many ECM solutions does your organization have?

Source: Forrester October 2009 Global ECM Online Survey

Content locked in siloed, fragmented content management applications

Inefficient paper-based processes

Content not retained for legally required duration, or kept too long

Increased regulation requiring auditable content lifecycle records

Reduced business process efficiency

Increased legal and compliance risk

Inability to find needed information amongst growing volume of content

The Challenges faced with Unmanaged Content

The value of organizational content is greatly when its not managed in the context of the transaction it

supports. The benefit of Enterprise Content

Management is delivering the to the

in the

Weaving Content into Business Processes

Best Practices for ECM in SAP

within your organization can no longer be left as an

. It is critical part of running a

successful business.

enables your SAP applications the

ability to integrate content to the transaction in

consumable business views.

Key Benefits: •  Improve Business Process Efficiency by Connecting Content to Process •  Improve Regulatory Compliance by Managing Content Through Its Lifecycle

  Document Management   Collaboration   Capture   Workflow   Content Access   Records Management   Archiving

  Deep connection with SAP Data structures

  Seamless integration with various SAP UIs

  Workspaces developed to natively extend SAP processes with ECM

  Project Management   Quality Management   Investigative Case Management   Enterprise Asset Management   Store Lifecycle Management   Fraud Prevention Management   And Many Others!

SAP Extended ECM by Open Text

ECM

Business Suite

+

Complete Content Lifecycle Management

Deep Integration with SAP

Unique Capability to ‘Content Enrich’ SAP Business Processes

=

Non-SAP User

Providing Accessibility to Beyond SAP

SAP User

SAP Related Content

Non-SAP Related Content

Building ECM Solutions on the SAP Business Model

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Assets & Plants

EQUI, FLOC Workspace

Customers

Customer Workspace

Supplier

Supplier, PO Workspace

Projects

Project Workspace

Products Product

Workspace

Materials

Material Workspace

SAP MM

SAP FI, SRM

SAP PS

SAP SD, CRM

SAP PLM, QM

SAP PM

Purchase Requisition

Vendor Purchase

Order

Material

Request for Quotations

Sales Order

Extended ECM for Procurement Content Management for key process areas

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Purchasing Contract

Extended ECM provides Content Workspaces for key SAP Business Objects:

Project (Tender, Sourcing,

RFP)

Shopping Cart (SRM)

Develop Sourcing Strategies

Select Suppliers and manage Contracts

Order Materials and Services

Appraise and develop Suppliers

Procurement

Purchasing Contract Workspace in SAP

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Purchasing Contract Workspace (Web UI)

Contract Data from SAP

Contract File based on a centrally managed

Template

Contract Type

Roles and Responsibilities for

this Contract Check List for Contract Management

Contract Partner (Vendor)

Contract Phases

Contract Matter (Material)

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Purchase Order Workspace in SAP SRM

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Workspace in SAP SRM User Interface

Demonstration: Extended ECM für Einkauf

Where do customers see value?

"  Integrated management of procurement data and documents

"  Effective collaboration and process transparency for SAP and non-SAP user

"  Content lifecycle control for documents and contracts

"  Central management of vendor correspondence

Extended ECM for Procurement

Building ECM Solutions on the SAP Business Model

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Assets & Plants

EQUI, FLOC Workspace

Customers

Customer Workspace

Supplier

Supplier, PO Workspace

Projects

Project Workspace

Products Product

Workspace

Materials

Material Workspace

SAP MM

SAP FI, SRM

SAP PS

SAP SD, CRM

SAP PLM, QM

SAP PM

Purchase Order

Supplier

Project

Extended ECM for Customer Management Content Management for key process areas

Marketing Sales Customer Service

Revenue Accounting

Customer Relationship Management

Extended ECM provides Content Workspaces for key SAP Business Objects:

Customer

Sales Order

Sales Quotation

Sales Inquiry

Business Partner

Customer Contract

Campaign (CRM)

Opportunity (CRM)

Customer Workspace in Extended ECM UI

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Standardized folder structure

Transparency of new or changed

content

Content Filter for quickly finding the

relevant information

Customer data from SAP SD oder CRM

Related Project, Contract, Order

Workspaces

Roles and Responsibilities

Customer Workspace in SAP CRM

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Business Workspace Tab in CRM interface

Fulltext + metadata search

Powerful means to filter for relevant documents

Business Partner Workspace in SAP IC

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Extended ECM Workspace for Account Jane Butterfield

in IC interface

Can contain documents from CRM, ERP or from

outside SAP

Demonstration: Extended ECM für Kundenmanagement

Extended ECM Success Story – Viega

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Industry: Manufacturing

Business Challenges   Disconnect between ERP, CRM and DMS   Manual changes / updates   Barriers between core process and

collaboration scenarios

Business Benefits   360°access to customer information   Integration of content with business processes, increases

productivity, creates transparency and innovation   Automated data synchronization between SAP CRM, ERP and

OpenText enables process improvement and data consistency

“Business processes are nothing without information and documents. These are created and managed not only within SAP, … , but also with other systems such as E-mail or Microsoft Office for example,” says Michael Nippel, Director of IT strategy at Viega

Where do customers see value?

"  360 degree view on customer information for sales, marketing and customer service

"  Integrated access to ERP and CRM data and high-speed document lookups

"  Central content repository with lifecycle management

"  Guided creation of standardized documents based on templates

Extended ECM for CRM

Employee File

Management

Automate HR File handling and enable self-service scenarios

Invoice Management

and OCR

Minimize data capture effort and human intervention

Streamline accounts payable

processes

Digital Asset Management

Optimized management of rich media

assets

Integrate media into marketing communi-

cations

Document Presentment

Automate document generation

and personalizati

on (e.g. billing

statements)

Extended ECM

Unique integration into thousands of SAP business

objects

Collaborate on SAP and non-SAP content in

Business Workspaces

Include SAP and non-SAP users via multiple User

Interfaces

Enterprise Records Management

Archiving (Enterprise Library) Secure, compliant, cost-efficient storage of information

Travel Receipts

Management

Automate receipt

handling and streamline expense

management process

Portal Content Management

Manage documents

and collaborate in

SAP Portal and Enterprise

Workspaces

Empower end users

Portal Site Management

Create and manage SAP NetWeaver Portal sites

and Enterprise Workspaces

Empower end users

OpenText Suite for SAP® Solutions

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Document Access 360 degree information access

Why OpenText Extended ECM?

"  OpenText is the market leader in ECM and is SAP’s strategic partner

"  Extended ECM offers a productized embedding of ECM in SAP ERP, CRM, SRM, PLM,…

"  Access to all business-relevant information via preferred user interface

"  Low implementation risk, lower upgrade efforts and TCO by native integration between SAP and Open Text

"  Only ECM solution in the market premium-qualified, supported, maintained, and sold by SAP itself

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Questions?

Richard Verbeek rverbeek@opentext.com

LinkedIn Group Extended ECM: http://www.linkedin.com/groups?home=&gid=3874677