anthesis Outlook Add-Infür SAP Business ByDesign

Ettlingen 09.02.2016

Assignment of E-Mails in SAP Business ByDesign to:• Customers, Contacts, Campaigns, Leads, Opportunities, Sales Quotes, Sales Orders, Projects

User specified rule engine for automatic mail assignments

Full service integration for service requests in SAP Business ByDesign

Bidirectional synchronization for Customers and Contacts between Microsoft Outlook and SAP Business ByDesign

Bidirectional synchronization for Calendar-Items and Tasks between Microsoft Outlook und SAP Business ByDesign

Upload-Queue for specific Uploads

Offline availibility

Customer Requirements for an Outlook/ByD Integration

Comfortable integration for Mails, Meetings, Tasks, Customers, Contacts and Service-Requests

Quick-View on Customer details

Consistent mapping between Microsoft Outlook and SAP Business ByDesign

Automatic synchronization leads to reduced manual effort and minimized sources of errors

Benefits of the anthesis Oulook Add-In

Intelligent suggestions based on the mail sender address and domain for auto-assignments and customer quick views

Umsetzung anthesis – die Verknüpfung

Based on the suggestions, the user select connected business data like customer, contact or business transaction documents

The decision gets stored locally (Outlook database / Cache) optional higher performance

From now on further e-mails of the same sender can automatically be assigned to the appropriate SAP Business ByDesign master data record rule engine

anthesis Implementation – Mail usage

The SideBar provides all relevant customer information of the selected mail in Outlook

Corresponding data will be retrieved directly and instantly from your SAP Business ByDesign system

Drag & Drop E-Mail directly into the SideBar

anthesis Implemetation - SideBar

Within the assignment dialog you can assign an e-mail to an endless number of master- or transactional-data records in SAP Business ByDesign

anthesis Implementation – the Assigment

anthesis Implementation - Icons

This e-mail is assigned to SAP Business ByDesign and stored in the upload queue

This e-mail has been uploaded to SAP Business

ByDesign successfuly

Automatic or manual assigned e-mails will be collected in the upload-queue and can be uploaded in one go or individually

Anthesis Implementation – the Upload-Queue

E-Mails sorted by company

E-Mails can be uploaded and adapted individually

Action items

anthesis Implementation – The Rule-Engine

Users can define endless SAP Business ByDesign upload-rules easily on the front-end

anthesis Implementation – Rule-Engine / Assignments

Auto-Assignment?

yes no

Manual-Assignment?

Receiption of new e-mails

Alignment with the local Outlook database

Store the mail in the upload-queue

Umsetzung anthesis - Synchronisation

Activate the synchronization

Countdown to the next synchronization / manual start

Folders which gets synchronized with SAP

Umsetzung anthesis – Service Integration

Service-Tickets can be created directly out of Microsoft Outlook

Existing SAP Service-Tickets can be updated directly out of Microsoft Outlook

If the mail subject is formatted correctly, the Service-Ticket gets automatically updated by the Outlook Add-In

The implementation will be available for the most current Outlook versions Outlook 2010 Outlook 2013 Outlook 2016 Office 365

Technical details C# Programming Local Outlook database (sqlite)

The interface to SAP is realized using standardized and individually developed SOAP-WebServices (via SAP Cloud Applications Studio)

Technical details

Roadmap ‘anthesis Outlook-Add-In‘ 2015-2016

Q1 (Jan – Mar 2015):• Conception Phase• Requirements-Engineering• Development Start

Q2 (Apr – Jun 2015):• Development Mail Synchronization• Development Mail Rule Engine• Development Service Integration

Q3 (Jul – Sep 2015):• Pilot Project Start (Service Integration)• Bug Fixing (Service Integration)• Development Start Task Synchronization• Development Start Calendar Synchronization• Development Start Contact Synchronization• Pilot Project Start (Mail Synchronization)

Q4 (Oct – Dec 2015):• Bug Fixing (Mail Synchronization)• Pilot Project Start (Task Synchronization)• Customer Feedback collection

Roadmap ‘anthesis Outlook-Add-In‘ 2015-2016

Q1 (Jan – Mar 2016):• Finalize: Task Synchronization• Finalize: Calendar Synchronization• Finalize: Contact Synchronization• Pilot Project Start (Synchronization topics)• Development of duplicate checks• Pilot Start (duplicate checks)

Q2 (Apr – Jun 2016):• Customer Feedback collection• Bug Fixing (Synchronization topics)• Development Start Auto-Updater• Pilot Project Start (Auto-Updater)• Development of new customer requirements

Q3 (Jul – Sep 2016):• Finalize anthesis Outlook Add-In• Planning of further integration and

development tasks• Development of further customer requirements

Q4 (Oct – Dec 2015):• Support-Phase

Customer information

Pricing

• Possible customers / branches for the Outlook Add-In:• all branches• all SAP Business ByDesign customers

• Requirements on customer side:• User needs Windows Installation• User needs Outlook Installation

• Supported versions: Office 2010, 2013, 2016, 365• SAP Business ByDesign System / User

Customer information

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T +49 7243 60597-0F +49 7243 60597-11www.anthesis.de

THANK YOU !

Michael KauppHead of Developmentmicheal.kaupp@anthesis.de