Demo Script - SAP UI Demo An Introduction to SAP Business ByDesign Document Version: 20171218 3 Table of Content 1 Demo Script Overview 4 1.1 Demo Overview

Golden Demo An Introduction to SAP Business ByDesign

SAP Business ByDesign Reference Systems

Demo Script

An Introduction to SAP Business ByDesign

Classification: Internal and for Partners

Version: 20171218


Document Version: 20171218 2

Disclaimer

This demo script is based on the ByD Reference System for the Almika model company. There are several country versions

of the Almika ByD implementation available. The content is similar but deviates especially with respect to language support,

names and object descriptions. Sample data used in this demo script relates to the US country version – for other country

versions different data samples might be relevant.

A prerequisite for being able to fully understand this demo script and run the demo, is a sound system knowledge on SAP

Business ByDesign. General assumption is that you are familiar with the Learning Center content available in your ByD

system at: Home Self-Services – Learning Center.

Although the script has been tested carefully you might nevertheless encounter different system behavior when running a

demo in an actual Almika demo tenant.

Release Statement

This version of the demo script is released for the following country versions of the ByD Reference System for the Almika

model company:

• US – United Stated, as of demo release ByD 1705

• DE – Germany, as of demo release ByD 1705

• UK – United Kingdom, as of demo release ByD 1705

• FR – France, as of demo release ByD 1705

• AT – Austria, as of demo release ByD 1705

• CH – Switzerland, as of demo release ByD 1705

• NL – Netherlands, as of demo release ByD 1705

• CA – Canada, as of demo release ByD 1705

• MX – Mexico, as of demo release ByD 1705

• AU – Australia, as of demo release ByD 1705

• CN – China, as of demo release ByD 1705

• IN – India, as of demo release ByD 1705

The demo release basically is determined by the time when the demo tenant has been provisioned for demo usage, a demo

tenant provided between mid of March and mid of June 2018 is part of the demo release ByD 1802.

As of demo release ByD 1802 the release status of your ByD demo tenant can be identified in the Company-Specific-Help:

You can find a help entry “ByD <nnnn> Demo Guides <CC>” under Help – Company-Specific-Help. <nnnn> specifies the

demo release of your ByD demo tenant, e.g. ‘1802’ – released in February 2018. <CC> specifies the country version of your

demo tenant, e.g. ‘US’ – Almika US country version. The version-controlled demo guides provided in this help entry match to

the demo release and the country version of your ByD demo tenant. Please be aware that the demo guides are not specific

to the country version, only the version of the demo guide is specific to your ByD demo tenant.



Table of Content

1 Demo Script Overview ................................................................................................................................... 4

1.1 Demo Overview ...................................................................................................................................... 4

1.1.1 Demo Focus .............................................................................................................................. 4

1.1.2 General Introduction .................................................................................................................. 4

1.1.3 Introduction to SAP Business ByDesign – General Theme .......................................................... 4

1.2 Intended Audience.................................................................................................................................. 5

1.3 Protagonists ........................................................................................................................................... 5

1.4 Business Pain Points .............................................................................................................................. 5

1.5 Key Messages and Value Proposition ..................................................................................................... 5

1.6 Story Flow Summary .............................................................................................................................. 7

2 Technical Requirements ................................................................................................................................ 8

2.1 Prerequisite ............................................................................................................................................ 8

2.2 System Access Information ..................................................................................................................... 8

2.3 User Accounts ........................................................................................................................................ 8

3 Demo Steps .................................................................................................................................................... 9

3.1 Focus on Business Analytics ................................................................................................................... 9

3.1.1 Home Page Personalization ....................................................................................................... 9

3.1.2 Adaptable View Options from the Home Page .......................................................................... 10

3.1.3 Different View Options by Selecting Different Key Figures ......................................................... 11

3.1.4 Different Layout Options Using Pivot Concept........................................................................... 14

3.1.5 Flexibility through MS Excel Integration .................................................................................... 14

3.1.6 Drill Down – Navigation Options from the Report ...................................................................... 16

3.2 Business Task Management ................................................................................................................. 18

3.2.1 Check Home Quick Links for Open Tasks................................................................................. 18

3.2.2 View Open Task ...................................................................................................................... 19

3.2.3 View Journal Entry ................................................................................................................... 22

3.2.4 View Document Flow – History of Business Transaction ........................................................... 23

3.2.5 Efficient Information Concept for Business Data: View Account Data ......................................... 24

3.2.6 Using Web Services ................................................................................................................ 28

3.2.7 Using Sticky Notes .................................................................................................................. 29

3.2.8 Create a New Business Task ................................................................................................... 31

3.3 Self-Services ........................................................................................................................................ 33

3.3.1 Self-Services Overview ............................................................................................................ 33

3.3.2 Learning Center Overview ....................................................................................................... 35

4 Scenario Quick Guide and Key Master Data ................................................................................................ 36

4.1 Adaptability: Focus on Business Analytics ............................................................................................. 36

4.2 Business Task Management ................................................................................................................. 37

4.3 Self-Services ........................................................................................................................................ 39



1 Demo Script Overview

1.1 Demo Overview

1.1.1 Demo Focus

This demo script outlines the highlights of SAP Business ByDesign and shows you how to demo these capabilities along with

their benefits and how to deliver proof of the value propositions made in your demo.

In this demo, you will introduce general features of SAP Business ByDesign and demonstrate these features in the areas of

business analytics, business task management, and self-services. You will show typical key features of ByDesign and

explain to the end user how they can leverage these built-in features to best meet their particular business requirements and

how to adapt them, if necessary, to allow them to get the most efficient use out of the system.

The key features that are part of this introduction will help to prove the value statements that you will make and are also the

foundation for other more specific demos, as they all circle around ByDesign’s product key features of Transparency,

Adaptability and Efficiency, which, in turn, lay the foundations of Profitability and Growth, which are the main pillars of

any business.

Transparency is provided by Embedded Analytics, Document Flow, and Attachments

Efficiency is provided by Business Task Management and Integrated Best Business Practices.

Adaptability is provided by Configurable Dashboards, Customizable Reports, and Web Services to integrate to external

systems.

1.1.2 General Introduction

Obviously, no introduction of SAP Business ByDesign is complete without an initial general introduction to SAP and its

commitment to both large and SME enterprises. Here are some general concepts and keywords that you should include in an

introduction to SAP Business ByDesign.

SAP’s role as a leading enterprise software provider and its commitment to companies of all sizes

SAPs commitment to the customer’s industry (outline the range of industries that SAP covers)

Integration of SAP ByD with SAP business suite in large enterprise scenarios

Prominent names and success stories from ByDesign customers

Affordability – to refute the myth that SAP is only for large enterprises and is too expensive

Rapid time to value

You may, for example, want to point out that SAP’s best practices for success are based on the immense experience gained

in over 100.000 customer implementations.

You can find more suggestions on this introduction in the Level One presentation deck or the Whiteboard presentation

overview for ByDesign.

1.1.3 Introduction to SAP Business ByDesign – General Theme

When you give an overview of SAP Business ByDesign, it is essential that you elucidate your audience about the overall

value propositions of this solution with regard to the guiding principles of running an enterprise, that is, Profitability and

Growth.

In your demo, focus on the strengths of ByDesign and show how the solution supports the principles of growth and

profitability by providing

Transparency

Efficiency

Adaptability

So, each of these features and capabilities is ultimately linked to and in one way or another supports the ultimate principles of

Profitability and Growth.



To provide some proof of the transparency that ByDesign offers, you will demo embedded analytics and full document

flow. You will point out that this helps to make better business decisions to improve profitability.

To demonstrate how ByDesign boosts efficiency, you can show how SAP has integrated best practices into the system,

which includes the integrated business task management, and which helps to improve collaboration and control of your

transaction flows. This efficiency concept addresses both profit and growth.

To provide evidence of the adaptability of ByDesign, you can explain how you can implement the parts of the system you

need today and add more functionality later. Point out that you can also configure the system to tailor the best practices

to your environment and demonstrate that each user can personalize the system to meet their specific needs. Again,

adaptability helps customers to streamline operations, so that they can address both improving profitability and configure

the system for different needs as they grow.

1.2 Intended Audience

SAP internal:

Pre-Sales Executives, Pre-Sales Solution Advisors

SAP external: CEO, CIO, Sales Management, SAP Partners, SAP Partner Presales

1.3 Protagonists

The main character of this demo story is Sales01P, who is a sales manager over both productions of materials as well as

professional services. The demo story takes you through a day in the life in his world.

Bob will start with a review of his dashboard including Leads, Opportunities, Quotes, and Sales Orders

o Bob will drill down in one report; create a new view without programming, and export the information to

Excel.

Bob then goes back to his home page to review his open tasks and drills down to prepare for a customer call

o He reviews details about the transaction and the account in general before linking out to Google Maps and

then finally creating a task for the service manager.

Bob then reviews the self-paced training available for a new sales representative.

1.4 Business Pain Points

Line-of-Business executives need a tailored dashboard to manage the business with the ability to drill down into details and

generate tasks across the organization. Many of our prospects are unable to do this today due to the following issues:

Disparate systems with limited integration do not provide a common platform for managing the business. Many times

Excel supports key business processes.

Reporting is difficult with different reporting tools for each of the disparate systems. In many cases they must manually

consolidate information in Excel from these disparate systems. The reporting tools of the past were difficult to use

without significant technical experience.

Training new employees is quite difficult because processes are ill defined.

1.5 Key Messages and Value Proposition

Overview



A common ByDesign theme includes high level business goals to improve profitability, and build a foundation for growth. To

support these goals ByDesign provides Transparency, Efficiency, and Adaptability, as well as an integrated solution to

support a two-tier enterprise.

Key Features and Associated Benefits

Business Analytics

Over 400 embedded analytic reports are available in ByDesign out of the box

Different view options for reports (charts, tables, or both combined)

Adaptability of display and content:

o The end user, without programming, can change or modify a report to create new views by adding or

removing key figures / filters from your report

o Ability and ease of use to change table view with Pivot function by means of drag and drop

o Adaptability strengthens the transparency of the business information and thus adds to the efficiency of the reports.

o Efficient reporting is a crucial factor for the profitability of an enterprise

Rapid response time of reports through in-memory analytics

Bi-directional Integration with Microsoft Excel and particularly the Plug-in for Microsoft Excel that allows you to update

data from the system directly out of the MS Excel file. From within Excel, without having to go into ByDesign, you can log

on to ByDesign.

o Ability to download data into Microsoft Excel

Adaptability of reports from within Excel (plug-in allows you to do similar alterations to the report as you can do in

ByDesign)

o Transparency, because you get access to the information from within a tool that you’re very familiar with. So you

can log on to ByDesign and pull the information down that you want.

o Efficiency because you can define one of these reports and then re-use it and refresh it on a regular basis and

share it with everybody else.

o And Adaptability because you can come in and apply the customization and all the adaptability features of Excel

are automatically brought into the system here for you; so that you can change things very quickly.

Business Task Management

ByDesign has built into it a business task management that provides a work flow to you and allows you to effectively

collaborate with your colleagues.

o Easy access to task related business documents in the Quick links section (open tasks)

o Easily create new tasks for other colleagues from any document.

Improved efficiency from task management leads directly to improved profitability.

Best Business Practice Flows

Document flow provides transparency of business transactions (‘audit trail’)

SAP Business ByDesign and other SAP products supports the IFRS set of books and multiple currencies.

o This is important if you grow into an international environment. SAP has built its business on the ability to

manage international markets and transactions and supports growth of the enterprise in this environment.

Adaptability



Adaptability of your Home page (embedded analytics, worklist, quick inks, etc.) to meet your specific business

requirements.

Adaptability of reports to suit specific business requirements

Web Services support provides access to industry solutions such as Google Maps.

Training can be adapted to meet company specific requirements.

1.6 Story Flow Summary

This demo is an introduction and does not show an end-to-end process but rather takes you through the key features of

ByDesign.

In the first part, which shows the Home page and some central features in Business Analytics, you will outline:

Adaptability of view options and other personalization features on the Home page.

Transparency provided by adaptable view and navigation options

Different adaptability features for reports (different key figures, pivot concept for different table layout)

Bi-directional MS Excel integration

The second part focuses on the built-in Business Task Management and includes the following activities:

Check Home Quick Links for Open Tasks

View Open Task

View Journal Entry

View Document Flow – History of Business Transaction

Efficient Information Concept for Business Data: View Account Data

Using Web Services

Using Sticky Notes

Create a New Business Task

The last section of your demo deals with Self-Services in ByDesign.

Providing a quick Self-Services overview

Giving a short Learning Center overview, including an e-learning example.



2 Technical Requirements

2.1 Prerequisite

To be able to show the bi-directional integration with Microsoft Excel, you must have installed the Plug-in for Microsoft

Excel, which you can find in the Self-Services Overview of your ByDesign system (WoC Home Self-Services Overview).

Scroll down and click Install Additional Software in the section My Computer.

2.2 System Access Information

To run the demo, you need access to a ByD demo tenant for the Almika model company, which is available in different

country versions.

2.3 User Accounts

The following user accounts for ByD Almika implementation are to be used to run the demo:

Predefined User (Role) Password Component

SALES01P Welcome1 SAP Business ByDesign



3 Demo Steps

3.1 Focus on Business Analytics

3.1.1 Home Page Personalization

What to say

Introduction

You are logged on to ByDesign as SALES01P and are on the ByDesign Home page.

Bob has personalized the layout of his home page to meet his particular job requirements as a sales manager. This

means he has included business analytics on this page so he can see the developments and figures he’s most

interested in straight away.(Please personalize the screen with your own favorites)

For example:

Sales Order Volume

Opportunity Pipeline

Profit Overview by Key Figure

Invoice Volume

Key Features and Advantages

Adaptability of your Home page (embedded analytics, worklist, quick links, etc.) to meet your specific business requirements.

Over 400 embedded analytics are available in ByDesign out of the box

Support for a variety of graphics including traffic light highlighting of tabular reports.

Value Statement

Easy access to information across the organization provides executives with the information they need to make better informed business decisions and take corrective action. This improves profitability.



3.1.1 Home Page Personalization

What you Should See

Home work center

3.1.2 Adaptable View Options from the Home Page

What to say

Introduction

Bob wants to take a more detailed look at this sales order volume report, so he’s going to call up the report.


Different view options for each of these reports (charts, tables, or both combined)

Adaptability of reports to suit specific business requirements

Integration with Microsoft Excel and particularly the Add-in that allows you to update data from the system directly out of the MS Excel file for things like budgets.

Value Statement

The embedded analytics with In Memory reporting provide quick access to information.

What to Do

Work center Home

In the Sales Order Volume section, click

Select View: Sales Order Volume by Account and Selection: Last year



3.1.2 Adaptable View Options from the Home Page

Click (Table and Chart) to show the different display options for a report.

What you Should See

Sales order volume report

3.1.3 Different View Options by Selecting Different Key Figures

What to say

Introduction

Point out that there are more ways to alter the views and see the information you’re interested in. You can alter the

view by adding or removing different kinds of information to get just the report data you want.


Adaptability of display and content: the end user, without programming, can change or modify a report to create new views

Ability to add or remove key figures / filters from your report

Rapid response time of reports through in-memory analytics

Value Statement

The ability to change these views from an end user perspective provides better business insight.



3.1.3 Different View Options by Selecting Different Key Figures

What to Do

Select the view Sales Order Volume Chart and the Selection Last year to see the sales orders by volume by months.

Click (Table) to switch to the table view.

Click (Rows) , select Product Category and Account, deselect Month/ Calendar year

Then move the key figure Accounts to the first position

Save the new report view under a different name for further use:



What you Should See

Key figure product category included in the report



3.1.4 Different Layout Options Using Pivot Concept

What to say

Introduction

One more way to alter a table view is to apply the Pivot concept, which is known as a common feature in MS Excel.

You can easily do this in ByDesign by using the drag and drop function.


Ability and ease of use to change table view with Pivot function by means of drag and drop

Value Statement

Adaptability strengthens the transparency of the business information and thus adds to the efficiency of the reports.

Efficient reporting is a crucial factor for the profitability of an enterprise.

What to Do

Right Click the characteristic Product Category and choose Move to Columns. Now, the display is structured by

different product categories.

What you Should See

3.1.5 Flexibility through MS Excel Integration

What to say

Introduction

Like many ERP systems, ByDesign allows you to download reports into Microsoft Excel. The particular feature in

ByDesign is that the integration is bi-directional. You can access the current data in the system from the MS Excel file.

You can change the view of a report within Excel and save this new report variant in ByDesign for later use.


Ability to download data into Microsoft Excel

Integration with Microsoft Excel and particularly the Plug-in for Microsoft Excel that allows you to update data from the system directly out of the MS Excel file. Examples of updates from Excel include initial data imports and updates of budgeting information.

From within Excel, without having to go into ByDesign, you can log on to ByDesign.



3.1.5 Flexibility through MS Excel Integration

Adaptability of reports from within Excel (plug-in allows you to do similar alterations to the report as you can do in ByDesign)

Value Statement

Excel integration also supports the three key concepts and key benefits of ByDesign:

Transparency, because you get access to the information from within a tool that you’re very familiar with. So you can log on to ByDesign and pull the information down that you want.

Efficiency because you can define one of these reports and then re-use it and refresh it on a regular basis and share it with everybody else.

And Adaptability because you can come in and apply the customization and all the adaptability features of Excel are

automatically brought into the system here for you; so that you can change things very quickly.

What to Do

Click: .



What you Should See

MS Excel with integrated SAP Business ByDesign tab page.

3.1.6 Drill Down – Navigation Options from the Report

What to say

Introduction

When you are looking at a report, you can drill down from there to see other details, such as data about an account, or

about products that are used as a key figure; so analytics are also a tool for navigating through the system.

This is especially useful for exception-based reporting because you can directly jump from the report to a specific

exception you have identified in a report.


Many out of the box navigation options to drill down to different information levels.

Adaptability of navigation concepts to meet specific requirements.



3.1.6 Drill Down – Navigation Options from the Report

Value Statement

This is another example of the efficiency concept that has been realized in the system.

What to Do

Go back to the Sales Order Volume table in the Business ByDesign System and click on the account CP100110.

In the context menu, select View Account Overview.

What you Should See



3.2 Business Task Management

3.2.1 Check Home Quick Links for Open Tasks

What to say

Introduction

The next thing Bob wants to do while he is on his Home page is to take a look at some of his open tasks. He can find

these in the Home Quick Links section. As Bob is looking at his open tasks, he discovers that there are a few tasks

that he has not yet addressed.


ByDesign has built-in business task management that provides a work flow to you and allows you to effectively

collaborate with your colleagues.

Value Statement

Integrated work flow increases visibility of tasks and increases efficiency across the organization.

What to Do

Open an open task from the Quick Links section in the Home Center

Work center Home Overview

What you Should See

Open Tasks in the Home Quick Links



3.2.1 Check Home Quick Links for Open Tasks

Open tasks list

3.2.2 View Open Task

What to say

Introduction

One of the tasks was sent to Bob by Iris Green, who is an accountant. Iris was looking at a particular invoice. She had

a phone call from Frank Sent. Frank wanted to ask Bob some questions. So, Iris sent this task directly over to Bob

and, while she was on that invoice, Bob gets this task. He only needs to click on it, and it takes him directly over to the

particular invoice that Iris has been working on.

In the view that opens, you can see the basic information about this particular invoice. And then, by selecting More,

you can see the detailed document flow, including the sales order, outbound delivery, customer invoice, and then the

payments.


Easy access to task related business documents

Document flow provides transparency of business transactions (‘audit trail’)

Value Statement

This example again speaks to the transparency concept within ByDesign, and this is a great example of the built-in

best practices within ByDesign that you get out of the box.




What to Do Click on the open task “Call Frank Sent regarding Invoice”.

In the view that opens, comment on the basic information about this particular invoice on the General tab.

Click on the View All and open Document Flow tab to demonstrate the associated document flow of this invoice.

Note that the document flow has been tagged in the system with the tag GD-INTRO-PROD so that you can easily call it up.




What you Should See

General information for this invoice

Document flow related to this invoice



3.2.3 View Journal Entry

What to say

Introduction

Take the opportunity and explain a few general features in the journal entry view of this US GAAP set of books entry.


SAP Business ByDesign and other SAP products supports the IFRS set of books and multiple currencies.

Value Statement

This is important if you are planning growth into an international markets. SAP has built its business on the ability to

manage international markets and transactions and supports growth of the enterprise in this environment.

What to Do

From within the Document Flow view, on the Customer Invoice document (symbol), click on the icon, which opens the associated general ledger journal entry for this transaction in Financial Accounting and outline the associated features there.

Close the journal entry when you have finished.



3.2.3 View Journal Entry

What you Should See

3.2.4 View Document Flow – History of Business Transaction

What to say

Introduction

Still looking at this particular invoice, we might have a question related to the originating sales order. To find the

answer, you could either directly call up the sales order by clicking on the link from here, or simply change your

perspective on the document flow and see that this sales order originated from a sales quote, which was created

from an opportunity, which came from a lead. So, all of this information is available. If you need to know anything

about these documents, you can follow up on the entire history of this business transaction.


Ease of access and transparency to related business information and a best practice business flow.

Value Statement

Transparency and rapid access to information related to business transactions allow efficient processing of business

document related data.

What to Do

Click on the anchor icon on the Sales Order tile to display the preceding business documents. (The Outbound Delivery anchor might have to be clicked first, in order to do so). The tags are currently not available in HTML5 yet



3.2.4 View Document Flow – History of Business Transaction

What you Should See

3.2.5 Efficient Information Concept for Business Data: View Account Data

What to say

Introduction

Explain the two-level information concept for providing information on central business data, for example data on

accounts, suppliers, or products, etc. By default, in ByDesign this information is clearly arranged in overviews, which

cover most of the usual information requirements (“20% of the information that covers 80% of requirements”).

More detailed information can be easily accessed with the View All function, which also covers very specific details

that are not frequently needed.

Overview of the Account Data

Detailed view of account data

• Example 1: Communication data for this account

• Example 2: Check the change history of this data record




• Example 3: Explore the Attachments function


Built-in two-level information concept (structured by overview and detailed views) supports both efficiency and

transparency.

Value Statement

Efficient information layout helps you to get quickly the information you need when you need it.

Transparency because everything you need is available for you

What to Do

Navigate to the Account Overview

To do this, click on the link for the account Silverstar at the top of the Document Flow view that you have

opened from within the invoice.

Show the wealth of information the system provides on the Accounts Overview on the overview and detailed

views.

General tab displays basic account information including data such as address, contacts, relationships,

responsibilities, etc.

More detailed information on tab pages Sales, Service and Financials. So, for example, the Sales tab provides

information on quotes, leads, sales orders, and opportunities...




What you Should See

Overview of the data

What to Do Next

Open the View All / Detailed View

To see even more information, click View All and highlight some particular categories.

Click on the Communication tab and then on the Collaboration sub tab, for example, to find out whether this

particular customer wants to get an e-mail for their sales quote, or about other information. As this kind of

information is very specific and not frequently required, it is not shown on the overview screen, so it does not

clutter up the system.




What you Should See

Detailed view of account data

What to Do Next

Explore the change history of data record

To see the change history of this account data record, click the Changes sub tab and then click Go.

Explain that you can check all of the changes that were ever made in the other records; so this is an example of

all changes ever made to any particular corporate account record. So you can see when something changed,

who changed it, and as we scroll down what it changed from and what it changes to.

What you Should See

View of all changes made to this account data record




What to Do Next

Show the attachments function

Click the Attachments sub tab and show various attachments for this account record.

Explain that you can also attach different kinds of objects to this data record, such as links to Google docs,

images, Word documents, and links to a particular web site. These kinds of attachments are available throughout

the entire application, so that you can extend the application and bring in those things that are outside of the

system into ByDesign. This is an adaptability feature that you see across the board.

What you Should See

Example

3.2.6 Using Web Services

What to say

Introduction

In the Corporate Account Overview, explain the capability to integrate and leverage Web Services (in this case:

Google Maps) to provide additional useful information for this data record. By taking information, such as the address,

from the account’s record and adapting and sending it to a third-party application –Google Maps– you can combine

information from within ByDesign with other information that is in an external source.


ByDesign allows you to integrate external web services with functions in the system for quick and efficient flow of

information.

The integration of Google Maps can be used, for example to aid in navigation to a prospect.



3.2.6 Using Web Services

Another Web Service example in the distribution environment is to capture the UPS tracking information and bring

that back into ByDesign. If anybody has a question such as “where’s my shipment”, you can easily link out to the

current information.

No programming is required to set this up, simply pass the appropriate parameters along; it only needs to be set

up once and then you can use it.

Value Statement

There are hundreds of industry solutions businesses can leverage to extend ByDesign utilizing web services so they

can improve efficiency.

What to Do Click Web Services Map/Directions (maps.google.com).

This shows you a Google map with the exact position where your customer Silverstar Wholesale Corp. is located.

What you Should See

3.2.7 Using Sticky Notes

What to say

Introduction

Apart from attachments, there is yet another function to provide information in the system. Sticky notes allow you to

place messages and reminders for yourself and for others in the system. Bob can create a private note, for example to

store a reminder in the system that is related to a certain task. Only Bob can see this note because he created it.

In this case it reminds him to follow up on a call he is expecting from his colleague Frank. This is not the kind of

information you would normally be able to put in most ERP systems, but we’ve made it real easy for you to with sticky



3.2.7 Using Sticky Notes

notes. An example of a public note might be from the accounting department where they’re notifying you that we’re

going to change the credit limit on the account next month.


Sticky notes allow you to provide information for a limited or specific target group (or just for yourself) to a

particular screen or record in the application. This way you can most easily communicate task-related information

to others and also attach notes for yourself as reminders or additional information. This enhances the

collaborative strength of the system and its overall efficiency.

You can use the enterprise search to find a record that you put sticky notes on to make it very easy for you to

access that information, answer questions to your customers, provide good customer service.

Value Statement

Sticky notes are a great example of the adaptability of the system allowing you to support your unique business

requirements without the time and expense of custom programming.

What to Do

In the Corporate Account Overview, click on the context menu of the sticky notes icon in the upper right screen area and select Restore all Notes.

Point out that you can use the enterprise search to find records with sticky notes. You could, for example search for the term “credit limit” to find the information you are looking for.



What you Should See

Restoring the sticky notes

Private and public sticky note

3.2.8 Create a New Business Task

What to say

Introduction

Bob may want to set up a new business task from here for his colleague Jack Ingersoll and ask him to organize a

meeting with this customer. All he needs to do is create a new business task and assign it to Jack.

Once Bob has created this task, Jack will get it the next time he comes into the system and he can come right over to

this particular account and go ahead and execute on that.


Business tasks and inquiries can be created easily from any document.

Value Statement

This feature again offers transparency as you can get access to the information you need, efficiency because we have

built in these tools that allow you to collaborate with your organization. From an adaptability perspective, we have

configurable work flow options for things like approval of purchase orders.



3.2.8 Create a New Business Task

What to Do From the Corporate Account Overview of account Silverstar, click New Task.

In the task that opens, enter the addressee, the subject and a description.

Take the opportunity to highlight the auto-complete function. If Bob wants to send a task over to Jack Ingersoll

(E0112), for example, he just starts typing in the first characters here and the system proposes a shortened list of

possible entries for him to select from. And he can select from his list there for the appropriate employee.

Type in a title in the subject field: Set up a meeting and maybe also a note.

Explain the efficiency and transparency of the business task management and conclude this section of the demo.

What you Should See

Creating a new business task

Auto-complete function



3.3 Self-Services

3.3.1 Self-Services Overview

What to say

Introduction

SAP Business ByDesign offers a wide range of self-services to all users so that they can work with the system most

efficiently.

All employees can look up other employees in the organization and track requests.

Bob, as a manager can track the leave requests from his employees.

You can submit expenses; there is an approval process for that.

You can go shopping. So you can have requisitions to go out and buy a product.

You can use the learning center to get up to speed with the system and learn how to use it in the most efficient way. This built in E-learning is a critical part of being able to get the system up and running very quickly.


Built in support for common employee tasks such as organizational searches, time entry, expense entry, and requests

for purchases.

Access to support if needed.

Access to E-Learning.

Value Statement

Common tasks such as time and expense entry are supported to eliminate the need to acquire multiple “Point

Solutions”. ByDesign provides a complete suite of applications to support the entire organization on a common

platform.

What to Do

Work center Home Self-Services Self-Services Overview



3.3.1 Self-Services Overview

What you Should See

Self-Services Overview



3.3.2 Learning Center Overview

What to say

Introduction

In this step, show an example of a built-in e-learning recording (demo mode and exercise mode). Point out that these

e-learning recordings are role-based and show the specific business tasks of each business user’s role. So, the

recording will give you a demonstration of the common tasks that this person usually needs to perform.


Latest state of the art in employee education and e-learning.

It covers role-based training and help that focuses on the particular tasks of that business role. And it also offers

the capability to measure the learning progress of your employees by means of exercises and quiz links.

Value Statement

This time and cost saving way of training supports profitability because you don’t have to send employees on a

training course for a week to teach them how to do their tasks in the system.

You’re more independent bringing people on as they can go ahead and learn at their own pace. The Learning

Center thus saves you a lot of resources and at the same time empowers your employees to train themselves for

their daily tasks.

What to Do

Show a short sequence from an e-learning recording and comment on it.

In the Self-Services Overview, click Access My Learning Center Role-Based Learning.

In the table of contents, expand the menu for Sales Representative and then click on Sales Representative.

Start and show a part of a self-running demo, for example for Create an Opportunity and comment on the basic features.

What you Should See



4 Scenario Quick Guide and Key Master Data

4.1 Adaptability: Focus on Business Analytics

Path Data to Use/Enter Activity

1. Home Page Personalization: Introduce and explain personalized Home page for Bob Menson

WoC Home (Overview) n.a. Show Home page and explain the different overviews Bob has chosen for his home page:

Opportunity Pipeline

Invoice Volume

Sales Order Volume

Profit overview by key figures

2. Adaptable View Options from the Home Page

WoC Home (Overview –

Sales order volume report)

n.a. In the Sales Order Volume section, click Actions Analyze Data.

Show additional key figures.

Click Chart and Table to show different display options for a report.

3. Adaptable Report by Selecting Different Key Figures

WoC Home (Sales order

volume report)

n.a. Click View and select the view Sales Order Volume Chart to see the sales orders by volume by months.

Click Chart and Table Table to switch to the table view.

Add row: Select Product Category Then move the key figure Accounts to the rows of the report to include that information in your report.

4. Different Layout Options Using Pivot Concept


volume report)

n.a. Drag and drop the characteristic

Account from the Rows into the

Columns area. Now, the display

is structured by different

accounts. Explain this use of the

pivot concept for different table /

information layout.

5. Flexibility through MS Excel Integration


volume report)

n.a. In the Sales Order Volume

report, click Download




Report in Microsoft Excel® in

XML Format.

Explain bi-directional MS Excel

integration

6. Drill Down – Navigation Options from the Report


volume report)

n.a. Go back to the Sales Order

Volume table and click on the

account Silverstar

In the context menu, select View

Account Overview. Explain

efficiency and transparency with

regard to this example.

4.2 Business Task Management


1. Check Home Quick Links for Open Tasks

WoC Home (Overview –Home Quick Links) Open Tasks

.

n.a. Work center Home Show Open Tasks.

Explain business task management with regard to this example.

2. View Open Task

n.a. Click on the open task “Call Frank Sent regarding Invoice”.

In the view that opens, present the basic information about this particular invoice on the General tab.

Click on the View All and open

Document Flow tab to

demonstrate the associated

document flow of this invoice.

3. View Journal Entry

From within the Document Flow view, on the Customer Invoice document (symbol), click on the icon that opens the associated general ledger journal entry for this transaction in Financial Accounting and outline the associated features there.

Close the Journal Entry and go back to the document flow.




4. View Document Flow –History of Business Transaction

Still in the document flow of

the invoice

Click on the anchor icon on the Sales Order tile to display the preceding business documents

5. Efficient Information Concept for Business Data: View Account Data

Still in the document flow of

the invoice (Sales Order tile)

Navigate to the Account Overview

At the top of the Document Flow

view, click on the link for the

account Silverstar to see the

360 degree view of this account

Show the wealth of information

the system provides on the

Accounts Overview on the

overview and detailed views.

General tab displays basic

account information including

data such as address, contacts,

relationships, responsibilities, etc.

More detailed information on tab

pages Sales, Service and

Financials. So, for example, the

Sales tab provides information

on quotes, leads, sales orders,

and opportunities.

6. Using Web Services

Corporate Account

Overview of account

Silverstar

Go back to the Corporate Account Overview of the account Silverstar and click Web Services MapDirections (maps.google.com).

This shows you a Google map with the exact position where your customer Silverstar Wholesale Corp. is located.

7. Using Sticky Notes

Corporate Account

Overview of account

Silverstar

In the Corporate Account Overview, click on the context

menu of the sticky notes icon in the upper right screen area and select Restore all Notes.

Point out that you can use the

enterprise search to find records with sticky notes.

8. Create a New Business Task




From the Corporate Account Overview of account Silverstar, click New Task.

In the task that opens, enter the

addressee, the subject and a

description.

Take the opportunity to highlight

the auto-complete function. Type

in a title in the subject field: Set

up a meeting and maybe also a

note.

Explain the efficiency and

transparency of the business task

management and conclude this

section of the demo.

4.3 Self-Services


1. Self-Services Overview

WoC Home Self Services

Self Services Overview

Outline the features of the built-in self-services

2. Learning Center Overview

In the Self-Services Overview, click Access My Learning Center Role-Based Learning.

In the table of contents, expand the menu for a specific business user, e.g., Sales Representative and then click on Sales Representative.

Start and show a part of a self-

running demo, for example for

Create an Opportunity, and

then an interactive demo and

also the quiz link and comment

on the basic features of each,

and on how they work.



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Documents

Demo Script - SAP UI Demo An Introduction to SAP Business ByDesign Document Version: 20171218 3 Table of Content 1 Demo Script Overview 4 1.1 Demo Overview