Act2cl en Col11

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SAP Activate Methodology:

Cloud Implementation –
ACT2CL
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SAP ACTIVATE METHODOLOGY: CLOUD IMPLEMENTATION – ACT2CL 3
SAP Activate Methodology: Cloud

Implementation – ACT2CL
COURSE OVERVIEW ....................................................................................................................................... 8
Target Audience ............................................................................................................................................... 8
UNIT 1 - SAP ACTIVATE OVERVIEW FOR CLOUD IMPLEMENTATIONS ................................................... 9
Unit Objective ................................................................................................................................................. 10
Lesson 1 - Cloud Environment and SAP Activate ...................................................................................... 11
Lesson Objective ............................................................................................................................................. 11
Describe the Purpose and Goals of SAP Activate .......................................................................................... 12
Main Characteristics of Cloud .......................................................................................................................... 14
Implementation Methodologies and Projects Business Expectations Changed ............................................. 16
SAP Activate Methodology for On Premise and Cloud ................................................................................... 18
SAP Activate Implementation Approach.......................................................................................................... 20
Lesson Summary ............................................................................................................................................. 23
Lesson 2 - SAP Activate – The Three Pillars .............................................................................................. 24
The Three Pillars of SAP Activate ................................................................................................................... 25
SAP Activate: Best Practices ........................................................................................................................... 26
Introducing the SAP Best Practices................................................................................................................. 28
SAP Best Practices for SAP S/4HANA Portfolio Overview ............................................................................. 29
SAP Best Practices for SAP SuccessFactors ................................................................................................. 30
SAP Best Practices for SAP SuccessFactors ................................................................................................. 31
What’s Included with SAP SuccessFactors Best Practices............................................................................. 32
What’s Included with SAP SuccessFactors Best Practices............................................................................. 33
SAP Activate: Guided Configuration ................................................................................................................ 34
SAP Activate: Methodology ............................................................................................................................. 36
SAP Activate Methodology Benefits ................................................................................................................ 40
Review Questions ............................................................................................................................................ 41
Lesson Summary ............................................................................................................................................. 42
Unit 1 - Knowledge Check............................................................................................................................. 43
UNIT 2 - SAP ACTIVATE FRAMEWORK ...................................................................................................... 44
Unit Objective ................................................................................................................................................. 45
Lesson 1 - Implementation Approach (SAP SF HCM) ................................................................................ 46
SAP ACTIVATE for New Implementation of SAP SuccessFactors: High-Level Summary ............................. 47
SAP Activate Methodology for SuccessFactors: Deliverable per Phase ........................................................ 48
SAP Activate Methodology for SuccessFactors .............................................................................................. 49
DISCOVER Phase ........................................................................................................................................... 50
PREPARE Phase ............................................................................................................................................ 51
EXPLORE Phase ............................................................................................................................................. 53
REALIZE Phase ............................................................................................................................................... 55
Agile Build: Iterative Iterations with Incremental Configurations ..................................................................... 57
DEPLOY Phase ............................................................................................................................................... 59
Lesson Summary ............................................................................................................................................. 61
Lesson 2 - Methodology Structure .............................................................................................................. 62
Structure of SAP Activate Methodology .......................................................................................................... 63
© Copyright. All rights reserved.

SAP Activate Phases (New Implementation On-Premise Project – Core Phases) ......................................... 65
Additional Phases ............................................................................................................................................ 70
Workstream Description .................................................................................................................................. 77
Key SAP Best Practices and Methodology Accelerators by Phase (PREPARE)............................................ 79
Key SAP Best Practices and Methodology Accelerators by Phase (EXPLORE) ............................................ 81
Key SAP Best Practices and Methodology Accelerators by Phase (REALIZE) .............................................. 82
Key SAP Best Practices and Methodology Accelerators by Phase (DEPLOY) .............................................. 83
Flexible Methodology Suitable for all Projects ................................................................................................. 84
Flexible Methodology Suitable for all Projects ................................................................................................. 85
Lesson Summary ............................................................................................................................................. 86
Lesson 3 - Quality Built-In ............................................................................................................................ 87
Quality Built-In ................................................................................................................................................. 88
Quality Principles Four Characteristics............................................................................................................ 89
Quality Principles Ensuring Successful Customer Implementations ............................................................... 90
Quality Built-In – SAP Activate Project Quality ................................................................................................ 93
Project Quality Gates Value Proposition ......................................................................................................... 94
Four Mandatory Project Quality Gates ............................................................................................................ 95
Quality Gate Checklist, Excel Matrix ............................................................................................................... 96
Lesson Summary ............................................................................................................................................. 97
Lesson 4 - SAP Best Practices ..................................................................................................................... 98
SAP Best Practices Content in Three Layers .................................................................................................. 99
SAP Best Practices Content – Bill of Materials ............................................................................................. 100
SAP Best Practices Content – Bill of Materials ............................................................................................. 101
SAP Best Practices Explorer ......................................................................................................................... 102
SAP Best Practices Explorer – SAP S/4HANA ............................................................................................. 103
Download SAP Best Practices Content from SAP Service Marketplace ...................................................... 104
Download SAP Best Practices Content from SAP Software Download Center on the Web ........................ 105
Lesson Summary ........................................................................................................................................... 106
Lesson 5 - Access SAP Activate via Roadmap Viewer............................................................................ 107
Lesson Objective ........................................................................................................................................... 107
Navigate through the methodology content inside the Roadmap Viewer tool............................................... 108
Roadmap Viewer ........................................................................................................................................... 109
Roadmap Viewer Navigation (by Phase or Workstream) .............................................................................. 110
Deliverable in Roadmap Viewer .................................................................................................................... 111
Published SAP S/4HANA and SAP Activate Roadmaps............................................................................... 112
Lesson Summary ........................................................................................................................................... 113
Unit 2 - Knowledge Check........................................................................................................................... 114
UNIT 3 - GOVERNANCE, ROLES & RESPONSIBILITIES.......................................................................... 117
Unit Objective ............................................................................................................................................... 118
Lesson 1 - Team Structure and Leadership .............................................................................................. 119
Two Teams Working Together ...................................................................................................................... 120
Team Structures ............................................................................................................................................ 121
Implementation Leadership ........................................................................................................................... 123
Implementation Leadership ........................................................................................................................... 124
Lesson Summary ........................................................................................................................................... 125
Lesson 2 - Implementation Roles & Responsibilities .............................................................................. 126
Implementation Roles & Responsibilities ...................................................................................................... 127
Customer Team ............................................................................................................................................. 128

Customer Team: Customer Project Manager ................................................................................................ 129

Customer Team: HR Functional Specialist / System Administrator .............................................................. 130
Customer Team: Trainer / Change Management .......................................................................................... 131
Customer Team: IT Resources ..................................................................................................................... 132
SAP Implementation Team ............................................................................................................................ 133
SAP Implementation Team: SAP SuccessFactors Project Manager ............................................................ 134
SAP Implementation Team: Implementation Consultant ............................................................................... 135
SAP Implementation Team: Technical Consultant ........................................................................................ 136
SAP Implementation Team: Solutions Architect ............................................................................................ 137
Lesson Summary ........................................................................................................................................... 138
Lesson 3 - Pre-Implementation Roles & Responsibilities ....................................................................... 139
SAP SuccessFactors Implementation Team ................................................................................................. 140
SAP Implementation Team: SuccessFactors Implementation Team ............................................................ 141
Lesson Summary ........................................................................................................................................... 142
Lesson 4 - Post-Implementation Roles & Responsibilities ..................................................................... 143
SAP SuccessFactors Implementation Team ................................................................................................. 144
SAP Implementation Team: SuccessFactors Implementation Team ............................................................ 145
Lesson Summary ........................................................................................................................................... 146
Lesson 5 - Governance ............................................................................................................................... 147
Implementation Governance ......................................................................................................................... 148
Level 1: Steering Committee ......................................................................................................................... 149
Level 2: Project Management Office ............................................................................................................. 151
Level 2: Project Management Office ............................................................................................................. 152
Level 3: Project Team .................................................................................................................................... 153
Lesson Summary ........................................................................................................................................... 155
UNIT 4 - IMPLEMENTATION OF SAP SUCCESSFACTORS ..................................................................... 158
Unit Objective ............................................................................................................................................... 159
Lesson 1 - Overview .................................................................................................................................... 160
SAP ACTIVATE for New Implementation of SAP SuccessFactors: High-Level Summary ........................... 162
SAP Activate Methodology for SuccessFactors: Deliverable per Phase ...................................................... 163
SAP Activate Methodology for SuccessFactors ............................................................................................ 164
Lesson Summary ........................................................................................................................................... 165
Lesson 2 - DISCOVER Phase ..................................................................................................................... 166
DISCOVER Phase ......................................................................................................................................... 168
Deliverable Information .................................................................................................................................. 170
Solution Scope Definition............................................................................................................................... 172
Lesson Summary ........................................................................................................................................... 173
Lesson 3 - PREPARE Phase ....................................................................................................................... 174
PREPARE Phase Overview .......................................................................................................................... 176
PREPARE Phase .......................................................................................................................................... 177
Customer Team Self-Enablement ................................................................................................................. 180
Level 1: Self-Enablement............................................................................................................................... 181
Project Initiation and Governance ................................................................................................................. 182
Project Standards, Infrastructure, and Solution ............................................................................................. 184
Project Kick-Off and On-Boarding ................................................................................................................. 186
Phase Closure and Sign-Off of Deliverables ................................................................................................. 188

Lesson Summary ........................................................................................................................................... 190

Lesson 4 - EXPLORE Phase ....................................................................................................................... 191
EXPLORE Phase Overview........................................................................................................................... 193
EXPLORE Phase ........................................................................................................................................... 194
Execution/Monitoring of Project ..................................................................................................................... 197
Fit-Gap Analysis / Requirements Capturing .................................................................................................. 199
Key Component of Validate Solution ............................................................................................................. 202
Configuration Definition ................................................................................................................................. 204
User Access and Security.............................................................................................................................. 206
Integration Preparation .................................................................................................................................. 207
Solution Extension Preparation ..................................................................................................................... 210
Data Load Preparation................................................................................................................................... 212
Data Privacy and Consent ............................................................................................................................. 215
Value Determination ...................................................................................................................................... 216
Level 2: Knowledge Transfer ......................................................................................................................... 217
Lesson Summary ........................................................................................................................................... 218
Lesson 5 - REALIZE Phase ......................................................................................................................... 219
REALIZE Phase Overview............................................................................................................................. 221
REALIZE Phase ............................................................................................................................................. 222
Agile Build: Iterative Iterations with Incremental Configurations ................................................................... 225
Solution Configuration ................................................................................................................................... 227
Solution Extension Development ................................................................................................................... 230
Reports .......................................................................................................................................................... 231
Forms ............................................................................................................................................................. 233
Final Solution Walkthrough ............................................................................................................................ 234
Change Management Plan ............................................................................................................................ 236
Solution Test Preparation .............................................................................................................................. 238
Integration Setup in the Test Environment .................................................................................................... 240
End User Training Strategy and Plan ............................................................................................................ 243
End User Training Material and Resources................................................................................................... 245
Legacy Data Migration ................................................................................................................................... 247
Solution Test Execution ................................................................................................................................. 250
System User Roles and Authorization Administration ................................................................................... 252
Technical Operations and Handover Plan ..................................................................................................... 254
Cutover Plan .................................................................................................................................................. 256
Cutover Plan .................................................................................................................................................. 258
Level 2: Knowledge Transfer ......................................................................................................................... 259
Value Audit Plan ............................................................................................................................................ 260
Lesson Summary ........................................................................................................................................... 261
Lesson 6 - DEPLOY Phase.......................................................................................................................... 262
Lesson Summary ........................................................................................................................................... 264
DEPLOY Phase Overview ............................................................................................................................. 265
DEPLOY Phase ............................................................................................................................................. 266
Production Cutover / Switch to Production .................................................................................................... 269
Integration Setup on the Production System ................................................................................................. 271
Execute Initial Integrated Data Load ............................................................................................................. 273
Solution Extension Deployment on Production ............................................................................................. 274
End User Training .......................................................................................................................................... 275
Delivery to Support Handover ....................................................................................................................... 277

Production Hypercare Support ...................................................................................................................... 279

Project Closure / Handover Solution ............................................................................................................. 280
Project Close and Sign-off ............................................................................................................................. 281
UNIT 5 - SUMMARY OF KEY POINTS......................................................................................................... 283
Unit Objective ............................................................................................................................................... 284
Lesson 1 - Summary and Key Points ........................................................................................................ 285
SAP ACTIVATE for New Implementation of SAP SuccessFactors: High-Level Summary ........................... 286
Workstream Description ................................................................................................................................ 288
SAP Activate Methodology for SuccessFactors ............................................................................................ 290
Agile Build: Iterative Iterations with Incremental Configurations ................................................................... 291
SAP Activate Review ..................................................................................................................................... 293
Flexible Methodology Suitable for all Projects ............................................................................................... 295
Lesson Summary ........................................................................................................................................... 296
Case Study ................................................................................................................................................... 297
Case Study Objective .................................................................................................................................... 297
Case Study 1: Benefits of Moving to the Cloud ............................................................................................. 298
Case Study 2: ACME’s Need for a Strong Methodology ............................................................................... 299
Case Study 3: Incorporating AGILE Accelerates the ACME Project ............................................................. 300
Case Study 4: ACME’s Customer Role Alignment ........................................................................................ 301
Case Study 5: Governance as a Critical Success Factor.............................................................................. 302
Case Study Summary .................................................................................................................................... 303
Glossary ....................................................................................................................................................... 308
Resources and Additional Information ..................................................................................................... 311
Knowledge Check -Answers ...................................................................................................................... 313
Unit 1 ............................................................................................................................................................. 313
Unit 2 ............................................................................................................................................................. 314
Unit 3 ............................................................................................................................................................. 317
Unit 4 ............................................................................................................................................................. 319
Unit 5 ............................................................................................................................................................. 320

Course Overview
Target Audience
This course is intended for the following audiences:
 Application Consultant
 Business Process Owner/Team Lead/Power User
 Program/Project Manager

Unit 1 - SAP Activate Overview for Cloud

Implementations

Unit Objective

Lesson 1 - Cloud Environment and SAP Activate

Lesson Objective

Describe the Purpose and Goals of SAP Activate


Main Characteristics of Cloud


Implementation Methodologies and Projects Business

Expectations Changed


SAP Activate Methodology for On Premise and Cloud


SAP Activate Implementation Approach



Lesson Summary

Lesson 2 - SAP Activate – The Three Pillars

Lesson Objective

The Three Pillars of SAP Activate

SAP Activate: Best Practices


Introducing the SAP Best Practices

SAP Best Practices for SAP S/4HANA Portfolio Overview

SAP Best Practices for SAP SuccessFactors

SAP Best Practices for SAP SuccessFactors

What’s Included with SAP SuccessFactors Best Practices

What’s Included with SAP SuccessFactors Best Practices

SAP Activate: Guided Configuration


SAP Activate: Methodology




SAP Activate Methodology Benefits

Review Questions

Lesson Summary

Unit 1 - Knowledge Check

What are the 3 pillars of SAP Activate?
Choose the correct answer.

Best Practice Content, Guided Configuration, Implementation
Roadmap
Best Practice Content, Guided Configuration, Project Governance
Best Practice Configuration, Guided Configuration, Implementation
Methodology
What are the names of the core phases of SAP Activate Methodology?
Choose the correct answers. There are four correct answers.
Activate
Prepare
Build
Launch
Explore
Realize

Unit 2 - SAP Activate Framework

Unit Objective

Lesson 1 - Implementation Approach (SAP SF HCM)

Lesson Objective

SAP ACTIVATE for New Implementation of SAP

SuccessFactors: High-Level Summary

SAP Activate Methodology for SuccessFactors: Deliverable

per Phase

SAP Activate Methodology for SuccessFactors

DISCOVER Phase

PREPARE Phase


EXPLORE Phase


REALIZE Phase


Agile Build: Iterative Iterations with Incremental

Configurations


DEPLOY Phase


Lesson Summary

Lesson 2 - Methodology Structure

Lesson Objective

Structure of SAP Activate Methodology


SAP Activate Phases (New Implementation On-Premise

Project – Core Phases)





Additional Phases





The table, Workstreams Description, shows some of the SAP Activate methodology
workstreams and their description. Those familiar with ASAP and SAP Launch should
review the workstream descriptions as they have changed significantly from the previous
roadmaps.
The workstreams are optimized and aligned with various implementation scenarios. They
are also adjusted based on feedback from initial projects that used SAP Activate
methodology content.
The first workstream is Project Management that covers all the aspects of setting up the
project, running it, and delivering on the project objectives. The Project Management
workstream is structured around the fundamentals of agile project delivery and is aligned
with Project Management Institute standard, the PMBOK (PM Body of Knowledge).
There are a set of Application workstreams that are dealing with different aspects of the
application itself. This includes design, configuration, testing, and integration. These
workstreams cover the core of the work done on the solution to adjust it to fit customer
needs. This includes the design and configuration activities, such as running the fit/gap
workshops or configuring the system. It also covers the development of extensions, testing

including integration, performance and system tests or regression, and User Acceptance
Testing (UAT).
The Solution Adoption workstream deals with what was previously covered in the OCM
stream and training stream in ASAP - the adoption activities enabling the organization and
end users to use the solution in their daily work. The deliverables and tasks guide the
project team in ensuring a smooth transition to operations, post go-live support, and
change management.
The Analytics workstream covers the analytics aspects of an SAP S/4HANA

implementation project.

Workstream Description
The figure, Workstreams Description (4/4), continues the SAP Activate Methodology
workstream descriptions.
The last workstream from the set of Application workstreams is focused on Customer
Team Enablement. Its goal is to enable the customer project team on the implementation
approach, the solution and technology that will be implemented. It occurs early in the
project to get the team ready for the fit/gap analysis and equip them with knowledge to
design and configure the solution.
The Custom Code Extensions workstream covers design, development, and deployment
of system functionality that cannot be provided by the standard product and needs to be
custom developed. It also covers the custom code analysis and clean-up in the system
conversion transition scenario. Note that the traditional RICEFW (or in-app extensions) are
covered in the ‘Application: Design & Configuration’ workstream.
The System and Data Migration workstream deals with the discovery, planning, and
execution of moving legacy data to the new system and the archiving of legacy data. This
workstream also covers cutover planning, preparation, management, and execution of

activities to cutover the system into production. In the system conversion scenario, the
activities to convert the current environment to the new solution are covered in this
workstream.
The Technical Architecture and Infrastructure workstream deals with the solution
landscape, deployment concept, system architecture, technical system design,
environment (development, testing, production, failover) setup, technology operations
standards and process. It is very much focused on everything from sizing, planning,
building the technical environment for the solution.
Note:
Some roadmaps may have only a subset of these workstreams and there may be new
workstreams added for new topics and areas in the future.

Key SAP Best Practices and Methodology Accelerators by

Phase (PREPARE)



Phase (EXPLORE)


Phase (REALIZE)


Phase (DEPLOY)

Flexible Methodology Suitable for all Projects


Lesson Summary

Lesson 3 - Quality Built-In

Lesson Objective

Quality Built-In

Quality Principles Four Characteristics

Quality Principles Ensuring Successful Customer

Implementations


Implementations


Implementations

Quality Built-In – SAP Activate Project Quality

Project Quality Gates Value Proposition

Four Mandatory Project Quality Gates

Quality Gate Checklist, Excel Matrix

Lesson Summary

Lesson 4 - SAP Best Practices

Lesson Objective

SAP Best Practices Content in Three Layers

SAP Best Practices Content – Bill of Materials

SAP Best Practices Content – Bill of Materials

SAP Best Practices Explorer

SAP Best Practices Explorer – SAP S/4HANA

Download SAP Best Practices Content from SAP Service

Marketplace

Download SAP Best Practices Content from SAP Software

Download Center on the Web

Lesson Summary

Lesson 5 - Access SAP Activate via Roadmap Viewer

Lesson Objective

Navigate through the methodology content inside the

Roadmap Viewer tool

Roadmap Viewer

Roadmap Viewer Navigation (by Phase or Workstream)

Deliverable in Roadmap Viewer

Published SAP S/4HANA and SAP Activate Roadmaps

Lesson Summary


Which of the following statements are correct?
Choose the correct answers.

More than one module can be combined into one Go Live.
Iterations or sprints are performed during the Realize Phase for
each Go Live.
Most Go Lives will have more than one sprint or iteration. Each
sprint consists of a configuration and walkthrough.
SAP only provides core foundation best practices and does not deliver a set of
integration and migration best practices.
Determine whether this statement is true or false.

True
False
Which of the following is not correct about Fit/Gap Analysis?
There are 2 correct answers.

Prioritize delta requirement and gaps
Drive towards adopting customers processes
Validate pre-activate and pre-assembled solution in the
development system
Minimize the needs for rework during realization

Which of the following is not a characteristic that the quality principals are based
on?

Best Practices
Experience of Typical Pitfalls
SAP Quality Award example winners
International standard
Arrange the taxonomy to the correct definitions.
Match the terms in the first column to the corresponding item in the second column.
An outcome
delivered during
Phase
the course of a
project.
A work to be
Workstream
performed
Stage of the
Deliverables
project
Collection of
Task related
deliverables
Which of the following is not correct about workstreams?


It is a collection of related deliverables
It is assigned as an attribute to phases, deliverables, and tasks
Workstreams are dependent on phase start and end
It can span phases

Match the SAP Best Practices content layer to the correct definition.
Represent the
pre-defined
Solution Package
business
processes
Actual
Scope Items
configuration
A work to be
Building Block performed
A selection of
scope items that
cover the scope
Task of pre-configured
ready-to-run
business
processes.
The Roadmap Viewer can be accessed from which of the following?


Best Practices Explorer
SAP Methodologies Jam Site
SAP Solution Manager

Unit 3 - Governance, Roles & Responsibilities

Unit Objective

Lesson 1 - Team Structure and Leadership

Lesson Objective

Two Teams Working Together

Team Structures


Implementation Leadership

Implementation Leadership

Lesson Summary

Lesson 2 - Implementation Roles & Responsibilities

Lesson Objective

Implementation Roles & Responsibilities

Customer Team

Customer Team: Customer Project Manager

Customer Team: HR Functional Specialist / System

Administrator

Customer Team: Trainer / Change Management

Customer Team: IT Resources

SAP Implementation Team

SAP Implementation Team: SAP SuccessFactors Project

Manager

SAP Implementation Team: Implementation Consultant

SAP Implementation Team: Technical Consultant

SAP Implementation Team: Solutions Architect

Lesson Summary

Lesson 3 - Pre-Implementation Roles & Responsibilities

Lesson Objective

SAP SuccessFactors Implementation Team

SAP Implementation Team: SuccessFactors

Implementation Team

Lesson Summary

Lesson 4 - Post-Implementation Roles &

Responsibilities
Lesson Objective

SAP SuccessFactors Implementation Team

SAP Implementation Team: SuccessFactors

Implementation Team

Lesson Summary

Lesson 5 - Governance
Lesson Objective

Implementation Governance

Level 1: Steering Committee


Level 2: Project Management Office

Level 2: Project Management Office

Level 3: Project Team


Lesson Summary


What are three responsibilities of the Executive Steering Committee?

Define the Project Drivers and Goals
Maintain Project Schedule and Assign Tasks
Facilitate Resolution of Escalations
Champion the Project within the Customer
Manage Risk Log and Develop Mitigation Plan
Develop and Execute a Change Management Plan
What are three responsibilities of the Project Management Office?

Raise Issues and Help Resolve Them
Manage Issue Log and Drive Issues to Resolution
Track Progress - Scope, Schedule, Costs
Train Users
Test the Solution End to End
Which of the following tasks is the project team responsible for?

Train Users
Setup Solution, Migrations and Interfaces
Raise Risks and Help Formulate Mitigation Plan
Approve Change Requests

Identify the three customer roles that are typically a part of the SAP SuccessFactors
implementation project team.

Customer Project Manager (PM)
Configuration Specialist
IT Resources
System Administrator
Tester
Solution Architect
How often should an Executive Steering Committee meet for SAP SuccessFactors
implementation projects?

Once a week
Once a quarter
Once a month
How often should the Project Management Office meet for SAP SuccessFactors

Once a week
Once a quarter
Once a month

Unit 4 - Implementation of SAP SuccessFactors

Unit Objective

Lesson 1 - Overview

Lesson Objective




per Phase


Lesson Summary

Lesson 2 - DISCOVER Phase

Lesson Objective

DISCOVER Phase


per Phase

Deliverable Information


Solution Scope Definition

Lesson Summary

Lesson 3 - PREPARE Phase

Lesson Objective

PREPARE Phase Overview

PREPARE Phase



per Phase

Customer Team Self-Enablement

Level 1: Self-Enablement

Project Initiation and Governance


Project Standards, Infrastructure, and Solution


Project Kick-Off and On-Boarding


Phase Closure and Sign-Off of Deliverables


Lesson Summary

Lesson 4 - EXPLORE Phase

Lesson Objective

EXPLORE Phase Overview

EXPLORE Phase



per Phase

Execution/Monitoring of Project


Fit-Gap Analysis / Requirements Capturing



Key Component of Validate Solution


Configuration Definition


User Access and Security

Integration Preparation



Solution Extension Preparation


Data Load Preparation



Data Privacy and Consent

Value Determination

Level 2: Knowledge Transfer

Lesson Summary

Lesson 5 - REALIZE Phase

Lesson Objective

REALIZE Phase Overview

REALIZE Phase



per Phase


Configurations


Solution Configuration



Solution Extension Development

Reports


Forms

Final Solution Walkthrough


Change Management Plan


Solution Test Preparation


Integration Setup in the Test Environment



End User Training Strategy and Plan


End User Training Material and Resources


Legacy Data Migration



Solution Test Execution


System User Roles and Authorization Administration


Technical Operations and Handover Plan


Cutover Plan


Cutover Plan

Level 2: Knowledge Transfer

Value Audit Plan

Lesson Summary

Lesson 6 - DEPLOY Phase

Lesson Objective

Lesson Summary

DEPLOY Phase Overview

DEPLOY Phase



per Phase

Production Cutover / Switch to Production


Integration Setup on the Production System


Execute Initial Integrated Data Load

Solution Extension Deployment on Production

End User Training


Delivery to Support Handover


Production Hypercare Support

Project Closure / Handover Solution

Project Close and Sign-off

List the types of sign-offs during Deploy phase.

Training Coordinator should confirm completion of the user
training.
All stakeholders agree that applications and data are ready to
cutover to the new solution.
IT Resource should confirm that the integrations have been set up
in the production environment.
System Administrator should confirm access to production
instance and that all the configuration, forms, reports and role
based permissions are in the production system.
SAP SuccessFactors Implementation Project Manager should
obtain formal sign-off to close the project.
All stakeholders agree that the cutover to Production is complete.

Unit 5 - Summary of Key Points

Unit Objective

Lesson 1 - Summary and Key Points

Lesson Objective




per Phase

Workstream Description




Configurations


SAP Activate Review



Lesson Summary

Case Study
Case Study Objective

Case Study 1: Benefits of Moving to the Cloud

Case Study 2: ACME’s Need for a Strong Methodology

Case Study 3: Incorporating AGILE Accelerates the ACME

Project

Case Study 4: ACME’s Customer Role Alignment

Case Study 5: Governance as a Critical Success Factor

Case Study Summary


What are the four core phases of the SAP Activate methodology?
Choose the 4 correct answers.

Deploy
Activate
Explore
Go Live
Prepare
Implement
List two items that are included with SAP Best Practices for SAP SuccessFactors

Configuration Guides
Pre-built Test Scripts
Sample Test Data
Predefined SAP SuccessFactors Migration Templates
What are the three pillars of SAP Activate?

Best Practice Content
Project Governance
Guided Configurations
Scope Statement
Implementation Methodology
Implementation Roadmap

Many modules can be combined into one Go Live

Another name for Sprint is Iteration
There is usually only one sprint per Go Live
List three Typical Customer Roles on SAP SuccessFactors implementation projects

Project Manager
IT Resource
System Administrator
Testers
Solution Architect

Once a week
Once a quarter
Once a month

Once a week
Once a quarter
Once a month

The deliverables listed below are part of which Phase?
Cutover Plan
Integration Setup in Test
Solution Testing Preparation & Execution
Solution Walkthrough

Prepare Phase
Realize Phase
Explore Phase
Deploy Phase
Enhancement Requests
Solution Validation
Migration Plan & Data Preparation

Prepare Phase
Realize Phase
Explore Phase
Deploy Phase

Infrastructure
Kickoff Workshop
Project Initiation
Sales Handover

Prepare Phase
Realize Phase
Explore Phase
Deploy Phase

Glossary
Term Description
Configuration Guides Configuration Guides contain step by step instructions on how
to configure the best practices.
Configuration Workbooks Configuration Workbooks have been completed with the Best
Practices configuration settings.
Customer Team Covers the enablement of the customer project team to work
Enablement Workstream on the project effectively. This include standard product
orientation to prepare the customer for product requirements
and design discussion, as well as key user and admin training
to prepare the customer for test case development and test
execution.
Cutover Management Covers planning and execution of activities to cutover the
Workstream application into production including the hyper-care support
period shortly after cutover.
Data Migration Workstream Covers the discovery, planning and execution of moving data
to the new application.
Deliverable A Deliverable is an outcomes that is delivered during the
course of the project. Several deliverables are included within
a workstream.
Demonstration Scripts Demonstration scripts and demonstration tenants can be used
during the Explore Phase to identify additional configuration
that is needed beyond the Best Practices content.
Enhancement Management Covers the processes to request SAP SuccessFactors
Workstream product development changes to incorporate customer needs.
Go Live The implementation roadmap consists of one or more Go
Lives. Each Go Live may correspond to the productive use of
a new SAP SuccessFactors module, an extension of
functionality of an existing module, or a roll out of functionality
to additional countries, departments, etc.
There are 5 levels in the SAP Activate Methodology. The

highest level is the Implementation Roadmap which consists
of one or more Go Lives. A Go Live is broken into phases.
• Workstreams usually are associated with one phase
but may start or end before or after the start of the
phase. Workstreams comprise a group of deliverables.

Term Description
• Deliverables are usually tangible and can be clearly
verified as to whether the deliverable is complete or
not. To achieve deliverables, team members work on
tasks to complete the deliverable.
• Tasks should have finite start and end dates and be
short in duration to ensure status of the task can be
readily determined.
Implementation Roadmap The highest level of the SAP Activate methodology is the
implementation roadmap and consists of one or more Go
Lives.
Integration Preparation Covers identification of integration requirements, integration
Workstream points, integration approach, and integration solution design.
Integration Setup Covers the setup of integration environment and middleware
Workstream between the solution and any external systems.
Phase(s) Phases are stages of the project. At the end of each phase, a
quality gate exists to verify the completion of the deliverables.
Project Preparation During this workstream, the Development / Test tenant is
Workstream secured. Best Practice content is installed or configured in
Development or Test tenant.
Project Management Covers planning, scheduling, governance, controlling and
Workstream monitoring the execution of the project.
Quality Gate Quality Gates ensure that all stakeholders agree that the
activities of the phase have been completed and the project
can go onto the next phase. Stakeholders include the
members of the implementation team as well as steering
committee members, Quality Gates occur at the end of each
phase.
Sample HR Forms Sample HR forms are provided so that the testing process can
be accelerated.
Sample Test Data Sample test data is provided so that the testing process can
be accelerated.
Solution Adoption Covers value management, organization change
Workstream management, and user training.
Solution Configuration Covers the configuration and unit testing of the system to fulfill
Workstream the solution design. Items that can be configured include but

Term Description
not limited to: forms, workflows, user permission/security,
screen layout, reports, master data setup, notifications, etc.
Solution Design Covers the validation of scope, identification of detailed
Workstream business process requirements, fit-gap analysis, positioning of
best practices, and functional design of the solution.
Solution Testing Covers test strategy, planning, test case development, and
Workstream execution of User Acceptance Test, Integration Test,
Performance Test, and/or System Test.
Solution Walkthrough Covers the demonstration of the configured/developed
Workstream solution to the customer project team after each iteration cycle
for customer acceptance and identification of adjustments
needed for the next iteration.
Support Readiness Covers the establishment and setting up of the helpdesk
Workstream process, incident management process, post go-live change
management process, & user related operations standards
and process.
Task A task is work to be performed. One or several tasks comprise
a deliverable.
Workstream A workstream is a collection of related deliverables that show
time relationships within a project and among other streams.
Streams can span phases and are not necessarily dependent
on phase starts and end.
Workstreams usually are associated with one phase but may

start or end before or after the start of the phase.

Resources and Additional Information

RESOURCES & ADDITIONAL INFORMATION
During the course, we discussed lots of material that would be helpful on SAP
SuccessFactors Implementations.
Listed are some of the URLs for key content that can be found on the internet.
SuccessFactors Steps to Success: using the Customer implementation Welcome

Kit
https://www.youtube.com/watch?v=pHWj5vg5VBE&list=PLXtPWHreOfXrvINGSlbvn5atZyJ
zbXDe-&index=18&spfreload=5
SuccessFactors Customer Implementation Welcome Kit

http://community.successfactors.com/t5/Services/ct-p/services
(An SAP User Account (S-User ID) is required for access to this site)
PartnerEdge: SAP SuccessFactors HCM Suite

https://partneredge.sap.com/en/products/successfactors-hcmsuite/about.html
SAP Best Practices for SAP SuccessFactor
https://rapid.sap.com/bp/#/browse/categories/lines_of_business/areas/human_resources
(additional source)
https://service.sap.com/~form/handler?_APP=00200682500000002672&_EVENT=DISPL
AY&_SCENARIO=01100035870000000122&_HIER_KEY=501100035870000019235&_HI
ER_KEY=601100035870000260758&_HIER_KEY=601100035870000260787&
SAP Methodologies Jam Site

(Note: Partners need to request access to this site and once granted, access to SAP
Activate Methodology subgroup is provided.)
https://jam4.sapjam.com/groups/about_page/764DdnIM50owQEj5mc5bW4
SAP Activate Methodology for Cloud Jam Subgroup

(Note: Request access to SAP Methodologies Jam group.)
https://jam4.sapjam.com/groups/about_page/4IpPKa7JYlAQQnA0mmHXcb
SAP Roadmap Viewer

https://go.sap.corp/roadmapviewer
SAP Activate methodology for SuccessFactors (in SAP Roadmap Viewer)

https://roadmapviewer-supportportal.dispatcher.hana.ondemand.com/#/group/BE47098A-
617A-43EF-A27E-DFD801D70483/roadmapOverview/METHCLDSF

SuccessFactors Administrator Learning Center: Access Guide

https://icontent.plateau.com/icontent/SuccessAcademy/AdminLearningCenter/SF_ADMIN_
LRN_CENTER_ACCESS_GUIDE.v2.pdf
SAP Internal Links (for additional access points to Materials)
For SAP employees only: Listed are URLs for key sets of additional content that can be
found on the intranet for SAP employees.
LoB HR - Global Consulting Delivery: Process/Methodology

https://jam4.sapjam.com/groups/HD0HLqmfrcLi2xx3z8AnG9/overview_page/127295
LoB HR - Global Consulting Delivery: Accelerators

https://jam4.sapjam.com/groups/HD0HLqmfrcLi2xx3z8AnG9/overview_page/127293
SAP Best Practices & RDS InfoCenter Jam site

https://jam4.sapjam.com/groups/about_page/2LY4cEPvrIq0Y22J9mmNKY
HCM Cloud Services Sales Jam Site

https://jam4.sapjam.com/groups/about_page/Cy81WNoq6oR0jpLv8a6siI

Knowledge Check -Answers
Unit 1
What are the 3 pillars of SAP Activate?

Best Practice Content, Guided Configuration, Implementation
Roadmap
Best Practice Content, Guided Configuration, Project Governance
Best Practice Configuration, Guided Configuration, Implementation
X
Methodology
What are the names of the core phases of SAP Activate Methodology?
Choose the correct answers. There are four correct answers.
Activate
X Prepare
Build
Launch
X Explore
X Realize

Unit 2

X More than one module can be combined into one Go Live.
Iterations or sprints are performed during the Realize Phase for
X
each Go Live.
Most Go Lives will have more than one sprint or iteration. Each
sprint consists of a configuration and walkthrough.
SAP only provides core foundation best practices and does not deliver a set of
integration and migration best practices.
Determine whether this statement is true or false.

True
X False
Which of the following is not correct about Fit/Gap Analysis?


Prioritize delta requirement and gaps
X Drive towards adopting customers processes
Validate pre-activate and pre-assembled solution in the
X
development system
Minimize the needs for rework during realization

Which of the following is not a characteristic that the quality principals are based
on?

Best Practices
Experience of Typical Pitfalls
SAP Quality Award example winners
X International standard
Arrange the taxonomy to the correct definitions.
Stage of the
Phase
project
Collection of
Workstream related
deliverables
An outcome
delivered during
Deliverables
the course of a
project.
A work to be
Task
performed.
Which of the following is not correct about workstreams?


It is a collection of related deliverables
X It is assigned as an attribute to phases, deliverables, and tasks
X Workstreams are dependent on phase start and end
It can span phases

Match the SAP Best Practices content layer to the correct definition.
A selection of
scope items that
cover the scope
Solution Package of pre-configured
ready-to-run
business
processes.
Represent the
pre-defined
Scope Items
business
processes.
Actual
Building Block
configuration
A work to be
Task
performed.
The Roadmap Viewer can be accessed from which of the following?


Best Practices Explorer
X SAP Methodologies Jam Site
X SAP Solution Manager

Unit 3
What are three responsibilities of the Executive Steering Committee?

X Define the Project Drivers and Goals
X Facilitate Resolution of Escalations
X Champion the Project within the Customer
Manage Risk Log and Develop Mitigation Plan
Develop and Execute a Change Management Plan
What are three responsibilities of the Project Management Office?

X Maintain Project Schedule and Assign Tasks
Raise Issues and Help Resolve Them
X Manage Issue Log and Drive Issues to Resolution
X Track Progress - Scope, Schedule, Costs
Train Users
Test the Solution End to End
Which of the following tasks is the project team responsible for?

X Train Users
X Setup Solution, Migrations and Interfaces
X Raise Risks and Help Formulate Mitigation Plan
Approve Change Requests

Identify the three customer roles that are typically a part of the SAP SuccessFactors
implementation project team.

X Customer Project Manager (PM)
X IT Resources
X System Administrator
Tester
Solution Architect

Once a week
Once a quarter
X Once a month

X Once a week
Once a quarter
Once a month

Unit 4
List the types of sign-offs during Deploy phase.

Training Coordinator should confirm completion of the user
X
training.
All stakeholders agree that applications and data are ready to
cutover to the new solution.
IT Resource should confirm that the integrations have been set up
in the production environment.
System Administrator should confirm access to production
X instance and that all the configuration, forms, reports and role
based permissions are in the production system.
SAP SuccessFactors Implementation Project Manager should
X
obtain formal sign-off to close the project.
All stakeholders agree that the cutover to Production is complete.

Unit 5
What are the four core phases of the SAP Activate methodology?

X Deploy
Activate
X Explore
Go Live
X Prepare
Implement
List two items that are included with SAP Best Practices for SAP SuccessFactors

X Configuration Guides
Pre-built Test Scripts
X Sample Test Data
Predefined SAP SuccessFactors Migration Templates
What are the three pillars of SAP Activate?

X Best Practice Content
Project Governance
X Guided Configurations
Scope Statement
X Implementation Methodology
Implementation Roadmap

X Many modules can be combined into one Go Live

X Another name for Sprint is Iteration
There is usually only one sprint per Go Live
List three Typical Customer Roles on SAP SuccessFactors implementation projects

X Project Manager
X IT Resource
X System Administrator
Testers
Solution Architect

Once a week
Once a quarter
X Once a month

X Once a week
Once a quarter
Once a month

Cutover Plan
Integration Setup in Test
Solution Testing Preparation & Execution
Solution Walkthrough

Prepare Phase
X Realize Phase
Explore Phase
Deploy Phase
Enhancement Requests
Solution Validation
Migration Plan & Data Preparation

Prepare Phase
Realize Phase
X Explore Phase
Deploy Phase

Infrastructure
Kickoff Workshop
Project Initiation
Sales Handover

X Prepare Phase
Realize Phase
Explore Phase
Deploy Phase

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SAP Activate Methodology: Cloud

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Customer Team: Customer Project Manager ................................................................................................ 129

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Lesson Summary ........................................................................................................................................... 190

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Production Hypercare Support ...................................................................................................................... 279

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Unit 1 - SAP Activate Overview for Cloud

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Lesson 1 - Cloud Environment and SAP Activate

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Describe the Purpose and Goals of SAP Activate

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Main Characteristics of Cloud

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Implementation Methodologies and Projects Business

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SAP Activate Methodology for On Premise and Cloud

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SAP Activate Implementation Approach

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Lesson 2 - SAP Activate – The Three Pillars

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The Three Pillars of SAP Activate

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SAP Activate: Best Practices

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Introducing the SAP Best Practices

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SAP Best Practices for SAP S/4HANA Portfolio Overview

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SAP Best Practices for SAP SuccessFactors

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SAP Best Practices for SAP SuccessFactors

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What’s Included with SAP SuccessFactors Best Practices

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What’s Included with SAP SuccessFactors Best Practices

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SAP Activate: Guided Configuration

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SAP Activate: Methodology

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