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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
OpenText Confidential. ©2014 All Rights Reserved. 5
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
OpenText Confidential. ©2014 All Rights Reserved. 6
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/
OpenText Confidential. ©2014 All Rights Reserved. 7
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
OpenText Confidential. ©2014 All Rights Reserved. 8
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
OpenText Confidential. ©2014 All Rights Reserved. 9
Process Content
Unique Business Value
Drives the Work… …Provides the Context
Content Enriched Business Processes
Business Transformation with ECM for SAP
OpenText Confidential. ©2014 All Rights Reserved. 10
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
OpenText Confidential. ©2014 All Rights Reserved. 11
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.
OpenText Confidential. ©2014 All Rights Reserved. 12
Process-centric Collaboration without Barriers
MS SharePoint
SAP ECC
SAP Portal
ECM Web
MS Windows
E-mail & MS
Office
Mobile Devices
SAP CRM / SRM
OpenText Confidential. ©2014 All Rights Reserved. 13
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
OpenText Confidential. ©2014 All Rights Reserved. 14
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
OpenText Confidential. ©2014 All Rights Reserved. 15
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
OpenText Confidential. ©2014 All Rights Reserved. 16
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
OpenText Confidential. ©2014 All Rights Reserved. 17
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
OpenText Confidential. ©2014 All Rights Reserved. 18
SAP HCM Integration
OpenText Confidential. ©2014 All Rights Reserved. 19
Manager Self-Service Integration
OpenText Confidential. ©2014 All Rights Reserved. 20
Mobile Access
OpenText Confidential. ©2014 All Rights Reserved. 21
SuccessFactors Homepage Integration with
EFM
21
OpenText Confidential. ©2014 All Rights Reserved. 22
HR Case Management – Long Term Disability
OpenText Confidential. ©2014 All Rights Reserved. 23
Slide 23
HR Case Management – Wrongful Termination
OpenText Confidential. ©2014 All Rights Reserved. 24
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
OpenText Confidential. ©2014 All Rights Reserved. 25
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
OpenText Confidential. ©2014 All Rights Reserved. 26
“
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
“ ” ”
OpenText Confidential. ©2014 All Rights Reserved. 27
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
OpenText Confidential. ©2014 All Rights Reserved. 28
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
OpenText Confidential. ©2014 All Rights Reserved. 29
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
OpenText Confidential. ©2014 All Rights Reserved. 30
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
OpenText Confidential. ©2014 All Rights Reserved. 31
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
OpenText Confidential. ©2014 All Rights Reserved. 32
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
OpenText Confidential. ©2014 All Rights Reserved. 33
Thank YOU
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