Jumpstart Session7

© 2008 Wellesley Information Services. All rights reserved.

Designing, Deploying, and Managing SAP Employee Self-Service (SAP ESS) and SAP Manager Self-Service (SAP MSS) Solutions: New Strategies and GuidelinesBrandon Toombs, Sarah Goff LocontoAspireHR

111

In This Session …

• Discuss the strategic potential of ESS, MSS, and the Portal on which they reside

• Demonstrate ESS and MSS functionality• Discuss implementation strategies

222

What We’ll Cover …

• Recognizing the strategic potential of ESS and MSS• Introducing ESS• Presenting MSS• Exploring SAP Portals• Understanding the architecture of ESS/MSS/Portal• Implementing ESS/MSS/Portal• Demonstrating a “Perfect World”• Examining the five most common pitfalls• Wrap-up

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

3

What Is Employee Self-Service (ESS)?

• Collection of services designed to provide individual employees access to view and maintain their own data

• ESS todayCurrently in its third generationRuns within the SAP PortalHas become a de facto requirement for business where a sizable percentage of employees have computer access

3

4

What Is Manager Self-Service (MSS)?

• Integrated applications that give managers information and process initiation capability for their staff

• MSS todayCurrently in its second generationRuns within the SAP PortalNot as prevalent due to change management challenges

4

5

From Promise to Reality, Typical ESS and MSS Implementations• A typical lifecycle

Bold plans are made for ESS and MSSStakeholders are greeted with visions of the packages’promise:

High visibilityHigh organizational excitementPromises of increased efficiencyPromises of employee and manager empowerment“HR Self-Service Nirvana”

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

66

A Typical Outcome

• Reality may differ quite a bit from the promiseESS is implemented as part of the implementation of SAP HR

Paychecks online, some data entryLimited MSS is rolled out shortly thereafter

Managers see little valueManagers feel HR work is being pushed on them

Due to “implementation hangover,” future functionality is never rolled out

Not enough budget or political clout• Result

Limited ESS/MSS impactThe promise of ESS/MSS is never realized

7

This Doesn’t Have to Be the Reality

• ESS and MSS are powerful packages capable of the very things that are promised:

Reduce and simplify data entryHone your workforce via Talent Relationship Management, Performance Management, MSS, etc.Empower employees and managers to do more for themselvesFree up HR’s valuable time for more strategic HR efforts

• Through some careful planning, organizations can implement in a manner that will help make the reality closer to the promise

8

What Is the Value of ESS and MSS?

• Transactional Reduce administrative overhead by eliminating the manual steps in common processesPut data update capabilities closer to the source, reduce the need for HR to be data entry specialistsSolidify your audit trail to meet Sarbanes-Oxley requirements

• Talent managementProvide information and tools to managers to allow them to identify, develop, and retain their employeesProvide employees the ability to manage their skill sets and careers

8

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

9

The Other Value

• ESS and MSS are the primary means of interaction most employees have with HR

• These services therefore carry great weight in the enterprise’s perceptions of HR

• The questions to ask:How do you want to position your HR department in the minds of the business?How do your ESS/MSS solutions fit within this marketing strategy?

9

10

HR and the Business … the Perception

• We have a marketing problem

• ESS and MSS can either reinforce this view or re-cast HR in the role of strategic partner

10

“Most HR organizations have ghettoized themselves literally to the brink of obsolescence. They are competent at the administrivia of pay, benefits, and retirement, but companies increasingly are farming those functions out to contractors who can handle such routine tasks at lower expense.” *

* From “Why We Hate HR” by Keith Hammonds of Fast Company

11

HR and the Business … the Reality

• HR professionals have the tools and capability to cultivate the workforce if given the opportunity

11

“As companies gain control over the HR transactional systems, they are turning their attention to HCM applications aimed at helping LOB managers acquire, develop, measure, and manage their workforce.” *

* From The Human Capital Management Applications Report, 2004-2009 by AMR Research

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

1212

HR and the Business … the Opportunity

• ESS and MSS now include tools that can help you meet your HCM strategic goals

Attract the right employees Develop those employeesRetain your employees

• Not just:Pay your employees the right amountSend the paychecks to the right place

131313



1414

ESS — What’s in It for Me as an Employee?

• I can take ownership of my data, raising my comfort level that it’s correct

• I don’t have to call in to a service center to handle most tasks: it’s quick and convenient

• I can obtain the information I need to complete my life event without having to dig around an HR intranet

I can take greater ownership of my career

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

1515

Example: Address Change — Without ESS

• Without ESSEmployee fills in change of address formMails/faxes to HRAdministrator inputs into SAP

• Problems SlowerThree points of failure:

Employee writes down wrong informationDocument gets lost in mail or fax is unreadableAdministrator makes keying error

Audit trail shows administrator made the change in SAP — not the employee

1616

Example: Address Change — With ESS

• With ESSEmployee logs into ESSEmployee updates data in real time

• BenefitsInstantOnly one point of failure: employee mis-keyAudit trail shows employee made change

1717

Most Popular ESS Services

• Change of address• Change of bank information • Benefits enrollment • Timesheets• Leave requests• View paycheck• View benefit data

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

1818

ESS Service Thumbnails

• Address changeAllows employees to change their addressesKey validation

Zip code must be correct for state

1919

ESS Service Thumbnails (cont.)

• Bank informationChange direct deposit informationKey validation

Routing number must be valid

2020


• Family members/dependents

Most commonly used to feed to benefits enrollment

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

2121


• Benefits enrollmentWeb-enabled version of SAP benefitsKey validation

Too many to mention!

2222


• TimesheetUsed to input employee timeKey validation

Check for valid cost centers

2323


• W-4 changeChange federal or state withholdingKey validation

Employee must declare that they are entitled to allowances

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

2424


• Leave requestAllows employees to request time offKey validation

Check whether employee has enough vacation for request

2525


• Who’s whoEmployee directoryPulls data from various points within SAP

2626

ESS Demo

• Address change• Bank change

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

272727



2828

MSS — What’s in It for Me as a Manager?

• I can view my employees’ data quicklyView my direct reports and lower levels as well

• I can initiate personnel activitiesInitiate pay raisesSwitch cost centers

• I can develop my people and my organizationDeliver performance appraisalsAdminister compensation plansDevelop requirements for my jobsPlan for successionSearch for talent

2929

MSS — How Does It Work?

• Displays manager’s employees based on the SAP org structure

Normally based on the “Head of Org Unit” relationship• Shows direct reports or all subordinate employees• With minor development, can allow “proxy” access for a

manager’s secretary Not recommended, but often a requirement

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

3030

MSS Service Thumbnails

• Universal worklistUsed to launch workflow approvalsCan set up a substitute to handle workflows on a temporary basis

3131

MSS Thumbnails

• General information page

Click on employee

Data is updated below

32

MSS Thumbnails (cont.)

32

• Compensation information page

Salary adjustment history

Salary survey data

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

33


33

• Personnel development page

Look at requirements of position

Recommend training courses

Qualifications held by employee

34


• Personnel change requests

Integrated Adobe formsProvide up-front data validationUse SAP workflow for approvalLatest generation (HR Processes and Forms) can automatically update SAP

34

35


• Compensation planningAdminister compensation plansIntegrates with performance appraisals

35

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

3636

MSS Demo

• Personnel development• Personnel change request

373737



38

What Is the SAP Portal?

• Generally speaking, a portal is a Web-based interface that allows people and organizations to access and exchange information online

• SAP NetWeaver® Portal offers a single point of access to:

SAP and non-SAP information sourcesEnterprise applicationsInformation repositoriesDatabasesTools and services

38

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

39

What Is the SAP Portal? (cont.)

• SAP Portal provides access to internal and external resources

• Integrated in a single user experience • Single sign-on functionality enables ease of access• SAP placed in the leader quadrant of the Gartner 2007

Horizontal Portal Magic Quadrant

39

40

Portal Integration in the Enterprise

ERP

Document Management

TREX Search Engine

BI

External Web Sites

ESS

MSS

Other Business

Applications

A single integration point for many tools and resources

41

Portal Roles and HR Services

• Employee Self-Service and Manager Self-Service are key HR tools delivered through the Portal

• Use of the Portal’s role functionality enables you to deliver different service and content combinations to different employee populations

Different geographies may desire a different set of ESS servicesFor example, remuneration statement may not be applicable in countries not using SAP Payroll

Managers in different organizations or levels of the enterprise may require different sets of MSS reporting tools

For example, executives may want access to headcount planning tools

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

42

Portal Roles

• Portal roles allow you to provide tailored information and services based on employees’:

LocationJob functionManagement levelEmployment statusOrganizationPersonalized areas of interest

Location:New YorkLocation:New York

Org:Accounts Receivable

Org:Accounts Receivable

Manager: YesManager: Yes

Title:Manager of

A/R

Title:Manager of

A/R

Employee:Yes

Employee:Yes

43

Portal Roles (cont.)

• Your HR data provides information used to tailor what the user sees in the Portal

Personnel Area

Personnel Area

Organizational Assignment

Organizational Assignment

Manager/Supervisor Relationships

Manager/Supervisor Relationships

Position or Job Title

Position or Job Title

Employee Group/

Subgroup

Employee Group/

Subgroup

44

Enterprise Content Management

• SAP NetWeaver Portal delivers enterprise content management tools that are simple to implement and use

• With the Portal, companies can:Have a company-wide intranet or extranet using robust Portal and Knowledge Management capabilities of SAP NetWeaverPut content authoring and publishing into the hands of the content owners!Reduce the dependency on IT to administer the permissions and capabilities of intranet Web publishing

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

45

Web Page Composer Roles

• Web Page Composer offers a series of roles to enable efficient content creation and publishing

• This allows for segregation of responsibilities within the organization

• Gives content owners the ability to publish content themselves, while still maintaining a review/edit process

46

Example of User Interface for Article Publishing

Source: SAP, “Introduction to the Web Page Composer”

47

Example of a Web Page Composer Page

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

48

Examples of Knowledge Management Capabilities

• New Web Page Composer framework enables you to put together:

NewsDeliver timely announcements

LinksDeliver relevant links to documents, Web sites, intranet resources, etc.

Subscription servicesProvides ability to push content to user groups

• TREX search engineProvides search capabilities across all KM contentCan be used to crawl both internal and external Web content (for example, a benefit provider’s Web site)

49

Using Knowledge Management Tools for HR

• Create a focal point for HR information in the PortalOne-stop-shop for all HR communications and resources

Reduce the need for employees to search through emails to find HR’s latest message

Searchable content available at any timeUse TREX search engine to crawl internal and external HR information

• Combining the Portal’s role-based user management with the enterprise content management capabilities

HR can deliver targeted messages to specific employee populationsHR can use simple publishing processes via Web-based authoring

50

Portal Content Capabilities Enhance Your ESS and MSS

• While ESS and MSS provide robust transaction processing, users often need just-in-time information while completing a process

Position this information alongside the relevant processes • Using SAP NetWeaver Portal Knowledge Management,

your HR community can provide comprehensive process support

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

51

Portal Content Capabilities Enhance Your ESS and MSS (cont.) • Wrap related information around ESS and MSS services

to deliver just-in-time process supportTimely messages News LinksProcess FAQsEvent-specific targeted information

52

Portal Content Demo

• Integrating content with HR Services• Various content options• Promoting HR’s strategic message via the SAP Portal

53

Portal Discussion Continued

• Larger than just HR — the Portal gives you the ability to provide information on:

The organization (corporate vision, news, etc.)The employee’s everyday work functions (integration with other tools and systems, collaboration with teams, etc.)Personal HR information (ESS)Management tools and information (MSS)

• It’s alive — keep it cared for and fed with fresh content and services regularly updated

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

545454



55

Objectives of This Section

• To equip non-technical personnel with information required for planning a project

• Minimize technical detail

55

5656

A Brief History of ESS and MSS Technology

• ESSFirst generation: Internet Transaction Server (ITS) stand-alone servicesSecond generation: ITS Services integrated into SAP PortalsThird (current) generation: Web Dynpro applications

• MSSFirst generation: JavaServer Pages (JSPs) integrated into SAP PortalsSecond (current) generation: Web Dynpro applications

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

57

Web Dynpro ESS/MSS for the ITS Crowd

• ESS is completely redesignedNew screens using SAP’s new programming model, Web DynproNew Java Web Server New programming logic on the back end (all class-based)

• Support for ITS-based ESS services will endReady or not, here it comes

58

Key Points on Infrastructure

• A parallel infrastructure is required for ESS/MSSSAP NetWeaver AS Java

• Separate servers are required• Some Java experience is very helpful

58

59

A Typical SAP Landscape Before Self-Services and Portal

59

DevDev QAQA ProdProd

SAP ERP Systems

SAP NetWeaver AS ABAP

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

60

A Typical SAP Landscape After Self-Services and Portal

60



Portal/Self-Service Systems

SAP NWDISAP

NWDI

SAP ERP Systems

SAP NWDI = SAP NetWeaver Development Infrastructure

SAP NetWeaver AS ABAP

SAP NetWeaver AS Java

61

SAP NetWeaver Developer Infrastructure (NWDI)

• Used for Web Dynpro Service Maintenance• Performs SAP Basis tasks

Checks out services to local PCs for developmentKeeps track of Java library dependenciesManages transportsManages support packs

61

62

SAP NWDI Lessons Learned

• Setup of SAP NWDI always takes longer than anticipatedGet started as early as possible

• Use of experienced resources can save months of effortLearn from past obstacles

• Set-up of SAP NWDI should not be considered complete until the transport process to QA is validated

This will validate that the entire SAP NWDI function is working

62

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

63

Infrastructure FAQs

• We use Web Dynpro for ABAP. Can we use this for ESS/MSS rather than Web Dynpro for Java?

SAP has developed ESS/MSS on Web Dynpro for Java. There are no plans to migrate this to ABAP.

• Do we need SAP NetWeaver Development Infrastructure (NWDI)?

No. However, SAP NWDI greatly speeds the process of development and support pack application. The infrastructure has an up-front setup effort but yields benefit long term.

• Do we have to use SAP Portal with ESS/MSS?Possibly on a very limited basis. However, you would likely create numerous additional development requirements and reduce your solution’s supportability.

63

646464



6565

Agenda for Implementation — Two Parallel Tracks

• FunctionalTraditional phases

• TechnicalSet up hardware and infrastructure

• Why two parallel tracks?Set up of infrastructure most likely source of delay in all ESS/MSS/Portals projectsThe infrastructure setup process should begin as early as possible and should be a point of emphasis

GOTCHA!

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

6666

Road-Map for Implementation — Two Parallel Tracks

Determine Strategic

Objectivesand

Establish Timeline

Buildprint Phase 1

Testing and

Training

Go-Live/Prep for Phase 2

Procure Development

Hardware

Install QAand Prod

Environments

Stress Test

Functional

Technical

Realization

ApplySupportPacks

Installation and Base

Configuration

67

Determine Strategic Objectives/Timeline

• What are we implementing and why?“Because it’s there” is the wrong answerAnswer will vary based on organizationConsiderations

Talent management philosophyWorkforce makeupMandate for changeClout of HR departmentBudget

Determine Strategic

Objectives and

Establish Timeline

68

Level of Functionality

• Two extremesMinimal

Limited to ESS, focused on reducing administrative effortMaximum

SAP Portals as HR intranet (a.k.a. “functional portal”) or complete corporate intranetESSMSSTalent Management (E-Recruiting)

• Most companies fall somewhere in the middle

68

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

69

Effort Analysis

• Incremental cost of adding new servicesOnce the infrastructure is in place, adding new services requires relatively low development effortHowever, adding strategic services requires significant buy-in from operations and executives (higher change management effort) 69

Effo

rt

Functionality

Effo

rt

Development Effort Change Management Effort

Functionality

Minimal Implementation

Maximal Implementation

7070


• Timeline considerationsRollout strategy (pilot vs. “big bang”)Training strategy (in-person vs. computer-based training)HR team workloadAnticipated level of customization

This can usually be determined in advanceHow high is the bar set before you deviate from the standard SAP process?Do you change your internal terminology to match SAP or vice versa?

Determine Strategic

Objectivesand

Establish Timeline

7171

Determine Strategic Objectives/Timeline (cont.)

• Technical activitiesBy now, you should have procured hardware and started installationEnsure resources on the team have experience with all the intricacies of SAP NWDI!

Determine Strategic

Objectivesand

Establish Timeline

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

7272

Buildprint

• What is Buildprint?Combination of blueprint and realization

• What is different from standard HR?ESS and MSS are usually new to organizationESS and MSS demo systems can be used as part of the Buildprint process

• Process is more iterativeDesign sessionAdjustments/mock-upsFollow-up design session

Buildprint Phase 1

7373


• Technical ActivitiesBy beginning of Buildprint you should have set up your development environment to use in workshopsSet up of SAP NWDI should be well under way to allow development activities to start on time

Buildprint Phase 1

74

Example Buildprint

74

Workshop #1

Workshop #1

Workshop #2

Workshop #2

Workshop #3

Workshop #3

Final Validation

• Configuration-based changes

• Remove out-of-scope services

• Prepare inventory of development items

• Conduct focus groups

• Refine design• Prepare mock-ups for development items

• Prepare inventory of changes

• Conduct focus groups

• Refine design• Prepare mockups for development items

• Review system out of the box

• Get feedback

• Review updated system

• Assess desirability of development items

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

75

Conducting Focus Groups

• Engaging end users in design sessions is critical to the success of ESS/MSS/Portal

End users provide a reality check on designsHolding focus groups also enhances your ability to “sell” the solution to the rest of the business

Very critical for MSS

75

76

Tips for Conducting Focus Groups

• Set expectations properly up front: what can change, what cannot

• Recommend at least three sessions, mirroring HR design sessions

First: solicit feedback on current process and review potential solution Second: show mock-ups and updates based on feedbackThird: review final solution and focus on how to ensure adoption

77

Realization

• Develop technical items• Determine user management process

How will new users get created?How is user access revoked?Integrated with LDAP? If not:

What is the user ID/password?What happens when the user account is locked?

What is the process for determining what roles the user has?• Develop security profiles in SAP ERP• Technical timeline

QA should already be up and running (two weeks prior to end of Buildprint)Prod should be available by the middle of this phase

Realization

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

78

Modifying ESS/MSS Services

• Multiple avenues for making changes• Different skill sets required• Should you change services?

ProSome changes may make services more intuitiveThese services are the primary contact many employees have with HR

ConAdded development costAdded support costPotential loss of reliability

79

Recommendations for Modifying ESS/MSS Services

• Make changes using configuration as desired• Make only development changes with maximum

functional and cosmetic impact

80

Summary of ESS/MSS Modification Types

Skill Set ExampleSAP ERP Configuration

Functional SAP HR Specify which types of addresses can be maintained via ESS

SAP Portal Configuration

SAP Portal Configuration

Determine which services will appear for different employee populations

Web Dynpro Development Programming

Java/SAP Web Dynpro

Add a new field to a service

SAP ERP Development

ABAP Add in an extra data validation

SAP Workflow SAP Workflow Add an extra layer of approval for a type of personnel change request

80

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

81

Testing and Training

• TestingMust be creative

Try to anticipate how untrained users may use the system

• TrainingOften the “critical path” due to number of users Determine whether on-site training will be requiredIntegrate training as help text

• Technical timelineConduct stress test

81

Testing and Training

82


• Go-liveFocus on making sure first-time experience is smooth

You never get a second chance for first impressionPilot with small group first to work out kinksStagger go-live to reduce server traffic

• Prep for Phase 2Begin work as soon as possible to capitalize on momentum

• Technical timelineNothing! Infrastructure is now in place

82


8383

Road-Map for Implementation — Two Parallel Tracks

Determine Strategic

Objectivesand

Establish Timeline

Buildprint Phase 1

Testing and

Training


Procure Development

Hardware

Install QAand Prod

Environments

Stress Test

Functional

Technical

Realization

ApplySupportPacks


Configuration

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

84

Technical Tasks — Procure Development Hardware

• Procure the development hardwareBegin as early as possible to allow time to set upThis can begin before scope is determined to ensure team is not waiting for setup

• Relationship to overall project:Should begin prior to project preparation

Rule of thumb: leave the budget meeting at which your project receives green light and call your procurement group

84

Procure Development

Hardware

85

Technical Tasks — Installation and Base Configuration

• InstallationNetworking task, very similar to install of SAP ERP

• Set up SAP NWDIImport ESS/MSS into central library to make them available for development

Often takes several tries!Setup of SAP NWDI is the most likely cause of delay in the projectExperienced resources can save a lot of time and headaches!

• Set up interconnectivity with Portal, SAP NWDI, and SAP ERP

• Relationship to overall projectShould be completed within the first two weeks of Buildprint to allow for prototyping


Configuration

86

Technical Tasks — Install QA and Production Environments

• Procure the hardwareUse sizing tool based on anticipated traffic

• Set up environmentsSame as development environment

• Confirm that transport process is working properlyConfirm set up properly by transporting to QA environment well in advance of testing in QA

• Relationship to overall projectQA should be completed within two weeks of end of BuildprintProduction should be completed by middle of Realization

86

Install QAand Prod

Environments

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

87

Technical Tasks — Apply Support Packs (Optional)

• If project is more than six months long, recommend applying support packs

Overlooked during initial planning of most projectsKeeping support packs current ensures that SAP can provide timely support

Very critical in Self-Services• Considerations

May need to be discussed beyond the ESS/MSS team as support pack applications impact both SAP ERP and PortalsRecommend waiting at least two weeks after SAP’s release of support pack

• Relationship to overall projectBetween Buildprint and Realization

87

ApplySupportPacks

88

Technical Tasks — Stress Test

• Conduct a stress testIf new SAP Portal is coming online, perform stress test on this server connected to SAP ERP back end

• Potential causes of peak periodsOpen enrollmentTimesheet deadlinesOnline paychecks (bonus)First day traffic

88

Stress Test

89

Technical Tasks — Stress Test (cont.)

• ConsiderationsNeed to identify a tool for simulating Web loadAllow enough time for multiple sessions

Usually tuning is required• Relationship to overall project

Early in realizationNeed enough time to take corrective action

89

Stress Test

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

90

Key Points on Implementation

• Infrastructure setup is a challengeDifficult setup process

• Once infrastructure is in place, it runs effectivelyManages ongoing developmentManages support packs

• Getting platform in place allows for new services to be added quickly

90

919191



9292

Perfect World Demo

• Key elementsInput into recruitingEmployee on-boarding using life eventPerformance managementE-LearningCompensation adjustmentCareer planningSuccession planning

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

93

Demo Take-Aways

• Incorporate both transactional and strategic contentTransactional content increases administrative efficiency and creates “top of mind awareness”Strategic content helps deliver on HR strategic goals

• Integrate content using SAP Portals Provides needed context and a richer experienceReduces number of help desk calls

93

949494



Five Common Implementation Pitfalls

• Lack of appreciation for the challenges of rolling out to the entire company

Make sure you’re scaled properly to handle large volumes, particularly on Day OneMake sure to test your user administration process thoroughly and with great user diversityIf you have an issue that impacts 5% of your users in ESS, that could be hundreds of users!

• Lack of just-in-time guidance “Great system, now what do I do with it?”

95

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

Five Common Implementation Pitfalls (cont.)

• Projects set their sights too lowA lack-luster first impression — “I can update my address, big deal”

• No end user involvementJust because it worked for your testing team doesn’t mean you’ve adequately addressed the needs of the greater audienceInvolve your focus groups early and often!

• Lack of operational buy-inLimits the options for strategic content

96

979797



9898

The Game Plan

• Use transactional functionality to create SAP Portal “stickiness”

Online paychecks and time off requests promote frequent portal visits

• Using portal’s content management functionality, push information to employees and managers

The right information at the right time• Roll out SAP Talent Management functionality as

concurrently as possibleMaximize mindshare for Talent ManagementEmployees and managers will have short attention spans

• Measure your success along the way

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

9999

The Result Is a Single, Integrated Solution

• No interfaces to be maintained• Common structures can be used throughout HCM

(synergy!)Example: qualifications catalog

Attributes to recruit forAttributes to measure performance againstAttributes to gain from development activities

• Parts integrate seamlesslyExamples:

Performance results used in Compensation ManagementApplicant data feeds into hiring process

100

Resources

• Employee Self-Service (ESS)http://service.sap.com/ESS *

• Manager Self-Service (MSS)http://service.sap.com/MSS *

• SAP NetWeaver Web Page Composer Information:SAP NetWeaver Portal: A glimpse on new features for collaboration, content and communities (2007).

www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/e00ddbb1-1d2e-2a10-75b0-add05c50ef00

Rovan H. Siegfried, “SAP NetWeaver Portal and Content Management” (2006).

www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/b0fb80df-5a6a-2910-ff92-af5c601fa263

* Login credentials required to the SAP Service Marketplace

101101101

7 Key Points to Take Home

• ESS and MSS are the windows to HR • When implemented correctly, ESS and MSS provide both

tactical and strategic value to the organization• While ESS and MSS provide immediate data processing

efficiencies, it’s important to go beyond this and take advantage of the strategic advantages they provide

• Leverage the Portal to create a one-stop-shop for HR data, processes, and strategic messages

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

102102102

7 Key Points to Take Home (cont.)

• New platforms for these tools provide great benefit, but require experienced team members to implement correctly

• It’s important to get your infrastructure up andrunning early

• End-user involvement throughout the project will pay off in a better, more widely adopted solution

103103103

Your Turn!

How to contact us:Brandon Toombs – [email protected]

Sarah Goff Loconto – [email protected]

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

Wellesley Information Services, 990 Washington Street, Suite 308, Dedham, MA 02026

Copyright © 2008 Wellesley Information Services. All rights reserved.

Documents

Jumpstart Session7