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SAP Business One




                                IMPLEMENTING SAP® BUSINESS ONE
                                EFFICIENTLY
                                DETECT AND AVOID TIME AND BUDGET
                                OVERRUNS


When businesses purchase        The 2006 CHAOS survey by The                      implementation reduce staff productivity
                                Standish Group reveals that across                and lower customer service, it can also
enterprise resource planning    all industries only 35% of software               make your market position vulnerable to
(ERP) and business manage-      implementations are considered                    threats from your competitors.
                                successful, 19% are considered fail-
ment software, they typically   ures, and 46% are considered to be                Accelerated Implementation
end up spending as much         challenged.1 Why? Inadequate project              Methodology for
                                planning and requirements gathering,              SAP® Business One
for implementation and con-     unclear roles and responsibilities, and
sulting services as they do     unreasonable customer expectations                Implementations need not morph into
                                are the primary reasons why so many               ordeals. Well-planned, customer-focused
for the software licenses.      implementation projects fail.                     implementations that follow a structured
Knowing this should serve                                                         framework are likely candidates for
                                Too often projects turn out to be more            success, with straightforward migrations
as important motivation for     costly than foreseen or take longer than          and integration, few interruptions, and
customers to inform them-       anticipated. Furthermore, the software            low user stress to yield a rapid ROI.
                                implemented frequently does not meet
selves of the key factors       the unique business requirements of an            With that in mind, SAP developed an
contributing to successful      organization and customer expectations            accelerated implementation methodology
                                in terms of functionality and usability.          for the SAP® Business One application
software implementations        SAP knows that in today’s business                to provide a clear, proven framework
and the pitfalls they must      environment, companies simply cannot              to manage the project and customer
                                afford to spend a long time implementing          expectations and provide guidelines
avoid.                          software solutions. Not only will a lengthy       for communication and documentation.



                                                                                             65% of projects are not
                                                          Failure                            successful
                                                           19%                               • Costs overrun budget
                                                                                             • Work takes longer than
                                          Challenge                                            planned
                                            46%                                              • Functionality delivered
                                                                                               does not fulfill what was
                                                         Success                               promised
                                                          35%




                                Figure 1: Success Rate of IT Implementation Projects1



                                1. “CHAOS Report 2006,” The Standish Group International Inc., 2006.
SAP created the accelerated implemen-
tation methodology (formerly known as
SAP AIP) in conjunction with our active                 Project         Business          Project            Final       Going Live
implementation partners, thus tapping                 Preparation       Blueprint        Realization      Preparation   and Support
into their years of experience in the field.
Since its release, the methodology
has been used in several thousand              Figure 2: Five Phases of the Accelerated Implementation Methodology
implementations worldwide and has
become the standard for best-practice          Project Preparation                              Best-Practice Recommendations
implementations of SAP Business One.                                                            The best-practice recommendations for
                                               The purpose of this phase is to provide          the project preparation phase include:
The objective of this document is to           initial planning and preparation for the         • Make sure the SAP sales team is
acquaint you with the major stages             SAP Business One implementation.                   present at the kickoff meeting to
of the accelerated implementation              Although each SAP Business One                     recap your expectations – informed
methodology and give you a better              implementation has its own unique                  during the sales phase – and clearly
understanding of how SAP goes about            objectives, scope, and priorities, the             align them with the product
implementing your ERP investment.              steps in the project preparation phase             functionality
For each phase in the implementation,          help identify and plan the primary focus         • Explicitly confirm hardware, software,
we describe the major milestones and           areas that need to be considered. This             and resource availability with your
relevant components. We also estimate          includes technical issues as well as               project manager or IT administrator
resource requirements and suggest the          project management topics. With the                during the kickoff meeting
best practices customers should be             kickoff meeting, the SAP implementa-             • Present a high-level demonstration
prepared to follow before implementing         tion team communicates the project                 of SAP Business One as part of the
SAP Business One.                              plan along with the expected commit-               kickoff meeting in order to acquaint
                                               ment your organization will have to                your team members with the product
Five-Phase Implementation                      make in terms of time and resources.             • Discuss when and how your staff
                                               Roles and responsibilities of the various          will be available
The accelerated implementation meth-           participants in the project are identified.      • Create an executive steering
odology divides the implementation             In addition, the SAP Business One                  committee in order to tie executive
projects into phases. It starts when           software is delivered and the preliminary          management support in with the
the customer signs the contract – the          installation of a test system is completed.        implementation
time when the sales organization hands         This phase is usually performed within           • Have your project manager perform a
the project over to the consulting and         five days.                                         final review of the project preparation
implementation organization. It goes                                                              phase and sign the “Project Phase
on to cover the entire implementation          Major Milestones                                   Sign-Off” document provided by the
process and the concluding review and          The major milestones of the project                SAP implementation team
optimization conference, which takes           preparation phase are:
place several weeks after the project          • Project handover to implementation             Business Blueprint
is handed over to the customer.                • Customer kickoff meeting
                                               • Delivery and installation of test system       In this crucial phase, which typically
The fives phase of the methodology               for the SAP Business One software              takes about four days, how you would
are described below.                           • Project phase review and sign-off              like to run SAP Business One to support
                                                 from customer                                  your business is examined. One or
                                                                                                more workshops for gathering your
                                                                                                requirements are conducted during
                                                                                                which business processes and individual



2
functional requirements of your orga-      • Make sure all requirements of your          • Communicate clearly that your proj-
nization are identified and analyzed.        business are discussed and docu-              ect and IT teams will be responsible
The workshops provide the opportunity        mented in the business blueprint              for ensuring data quality and integrity
to fine-tune the original project goals      as even seemingly small changes               of data migration
and objectives as well as to revise the      to initial scope or requirements            • Ensure your project leads are present
overall project schedule, if necessary.      can have a significant impact on              during all or large parts of system val-
The result is the business blueprint,        the cost, resources, and timeline             idation and acceptance testing
which documents in detail the results        of the project                              • Review all output documents – for
gathered during the requirements work-                                                     example, invoices, purchase orders,
shops. The business blueprint serves                                                       and reports as well as financial state-
as a technical and functional guide        Project Realization                             ments – before sign-off
during the subsequent phases of the
implementation project.                    This is the most significant phase            Final Preparation
                                           of the accelerated implementation
Major Milestones                           methodology and usually takes about           This phase focuses on preparing both
The major milestones of the business       a week and a half. The goal of project        SAP Business One and the customer
blueprint phase are:                       realization is to implement all the busi-     for going live. Key activities during this
• Workshops to gather business             ness process and technical require-           phase include completing user and
  requirements with the customer’s         ments gathered during the previous            administrator training as well as final
  functional leads                         phases and documented in the business         fine-tuning of SAP Business One. As
• Creation of the detailed business        blueprint. The consultants validate and       part of final system tests, necessary
  blueprint document                       update the configuration and demon-           adjustments are made to resolve all
• Determination of changes to initial      strate processes while your project           remaining critical open issues. This phase
  project scope and time schedule          team updates the work instructions            usually takes about five or six days.
  (if applicable)                          (business process procedures, for
• Project phase review and sign-off        example) and performs unit and inte-          Major Milestones
  from customer                            gration tests.                                The major milestones of the final prepa-
                                                                                         ration phase are:
Best-Practice Recommendations              Major Milestones                              • Key-user and administrator training
The best-practice recommendations for      The major milestones of the project           • System readiness for going live
the business blueprint phase include:      realization phase are:                        • Completion of cutover activities
• Ask your implementation partner to       • Software installation and customization     • Project phase review and sign-off
  have SAP Business One available            based on the business blueprint               from customer
  during the workshops to allow you to     • Data migration (if applicable)
  see the product in action in order to    • Validation of system setup                  Best-Practice Recommendations
  evaluate how it addresses specific       • System testing                              The best-practice recommendations for
  business requirements                    • Definition of training and cutover plan     the final preparation phase include:
• Suggest using your own chart of          • Project phase review and sign-off           • Officially announce to all stakeholders
  accounts instead of creating a new         from customer                                 the training and cutover plan and the
  one, as this will significantly reduce                                                   schedule
  effort for data migration and open-      Best-Practice Recommendations                 • Make sure each user participates
  balance reconciliation                   The best-practice recommendations for           in the relevant training and works
• Communicate right away if you            the project realization phase include:          directly with SAP Business One
  would like to migrate the historical     • Minimize the number of changes to             during that training
  transaction data of your business          setup and scope as such changes
  to SAP Business One                        significantly affect testing and training



                                                                                                                                 3
www.sap.com /contactsap




Going Live and Support                      Best-Practice Recommendations
                                            The best-practice recommendations
Completing this phase is the ultimate       for the going-live and support phase
goal and the most exciting step of the      include:
implementation project. This is when        • Involve your executive steering com-
your organization goes live with the          mittee in the project closing meeting
SAP Business One software and starts          for final project acceptance
managing all daily activities indepen-      • Schedule a review and optimization
dently. The going-live and support phase      conference four to six weeks after the
consists of two distinct subphases.           project closing meeting and make sure
First, the project is completed with a        your entire project team participates
formal project closing. During this time,   • Make sure your functional leads of
the software is used productively in          the project:
day-to-day operations, all issues and         – Monitor how end users work with
problems are resolved, transition to the         SAP Business One to ensure correct
production support team is finalized,            and consistent use of the software
knowledge transfer is completed, and          – Record all issues and required
the project is signed off. Subsequently,         enhancements to performance,
the continuous improvement subphase              functionality, and usability to be
begins during which the production               discussed during the review and
support team monitors the software               optimization conference
and resolves live business process          • Request initial on-site going-live sup-
issues. Proper change management              port with at least one consultant with
procedures are established and ongo-          expertise in SAP Business One
ing end-user training is conducted.
Plans are made to continuously review       Benefits for Customers
and improve business processes. The
review and optimization conference is       The accelerated implementation meth-
scheduled and conducted. This phase         odology as applied to the implementa-
is usually completed in four days.          tion of SAP Business One brings many
                                            benefits to SAP customers. It provides
Major Milestones                            customers with a clear understanding
The major milestones of the going-live      of the scope, structure, and duration of
and support phase are:                      implementing SAP Business One at the        50 091 086 (08/08)
                                                                                        ©2008 by SAP AG.
• Full production implementation of         outset of the project to eliminate sur-     All rights reserved. SAP, R/3, xApps, xApp, SAP NetWeaver,
  SAP Business One                          prises and overruns in time or budget.      Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other
                                                                                        SAP products and services mentioned herein as well as their
• Project phase review and sign-off         In addition, the methodology brings         respective logos are trademarks or registered trademarks of SAP AG
                                                                                        in Germany and in several other countries all over the world. All
  from customer for going live and          customers peace of mind because they        other product and service names mentioned are the trademarks of
  support as well as for final project      know the partners using the methodol-       their respective companies. Data contained in this document serves
                                                                                        informational purposes only. National product specifications may vary.
  completion                                ogy will provide best-practice implemen-    These materials are subject to change without notice. These materials
• Review and optimization conference        tation services according to the            are provided by SAP AG and its affiliated companies (“SAP Group”)
                                                                                        for informational purposes only, without representation or warranty of
                                            standards set by SAP.                       any kind, and SAP Group shall not be liable for errors or omissions with
                                                                                        respect to the materials. The only warranties for SAP Group products
                                                                                        and services are those that are set forth in the express warranty
                                                                                        statements accompanying such products and services, if any. Nothing
                                                                                        herein should be construed as constituting an additional warranty.

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Accelerated Implementation Methodology for SAP Business One

  • 1. SAP Business One IMPLEMENTING SAP® BUSINESS ONE EFFICIENTLY DETECT AND AVOID TIME AND BUDGET OVERRUNS When businesses purchase The 2006 CHAOS survey by The implementation reduce staff productivity Standish Group reveals that across and lower customer service, it can also enterprise resource planning all industries only 35% of software make your market position vulnerable to (ERP) and business manage- implementations are considered threats from your competitors. successful, 19% are considered fail- ment software, they typically ures, and 46% are considered to be Accelerated Implementation end up spending as much challenged.1 Why? Inadequate project Methodology for planning and requirements gathering, SAP® Business One for implementation and con- unclear roles and responsibilities, and sulting services as they do unreasonable customer expectations Implementations need not morph into are the primary reasons why so many ordeals. Well-planned, customer-focused for the software licenses. implementation projects fail. implementations that follow a structured Knowing this should serve framework are likely candidates for Too often projects turn out to be more success, with straightforward migrations as important motivation for costly than foreseen or take longer than and integration, few interruptions, and customers to inform them- anticipated. Furthermore, the software low user stress to yield a rapid ROI. implemented frequently does not meet selves of the key factors the unique business requirements of an With that in mind, SAP developed an contributing to successful organization and customer expectations accelerated implementation methodology in terms of functionality and usability. for the SAP® Business One application software implementations SAP knows that in today’s business to provide a clear, proven framework and the pitfalls they must environment, companies simply cannot to manage the project and customer afford to spend a long time implementing expectations and provide guidelines avoid. software solutions. Not only will a lengthy for communication and documentation. 65% of projects are not Failure successful 19% • Costs overrun budget • Work takes longer than Challenge planned 46% • Functionality delivered does not fulfill what was Success promised 35% Figure 1: Success Rate of IT Implementation Projects1 1. “CHAOS Report 2006,” The Standish Group International Inc., 2006.
  • 2. SAP created the accelerated implemen- tation methodology (formerly known as SAP AIP) in conjunction with our active Project Business Project Final Going Live implementation partners, thus tapping Preparation Blueprint Realization Preparation and Support into their years of experience in the field. Since its release, the methodology has been used in several thousand Figure 2: Five Phases of the Accelerated Implementation Methodology implementations worldwide and has become the standard for best-practice Project Preparation Best-Practice Recommendations implementations of SAP Business One. The best-practice recommendations for The purpose of this phase is to provide the project preparation phase include: The objective of this document is to initial planning and preparation for the • Make sure the SAP sales team is acquaint you with the major stages SAP Business One implementation. present at the kickoff meeting to of the accelerated implementation Although each SAP Business One recap your expectations – informed methodology and give you a better implementation has its own unique during the sales phase – and clearly understanding of how SAP goes about objectives, scope, and priorities, the align them with the product implementing your ERP investment. steps in the project preparation phase functionality For each phase in the implementation, help identify and plan the primary focus • Explicitly confirm hardware, software, we describe the major milestones and areas that need to be considered. This and resource availability with your relevant components. We also estimate includes technical issues as well as project manager or IT administrator resource requirements and suggest the project management topics. With the during the kickoff meeting best practices customers should be kickoff meeting, the SAP implementa- • Present a high-level demonstration prepared to follow before implementing tion team communicates the project of SAP Business One as part of the SAP Business One. plan along with the expected commit- kickoff meeting in order to acquaint ment your organization will have to your team members with the product Five-Phase Implementation make in terms of time and resources. • Discuss when and how your staff Roles and responsibilities of the various will be available The accelerated implementation meth- participants in the project are identified. • Create an executive steering odology divides the implementation In addition, the SAP Business One committee in order to tie executive projects into phases. It starts when software is delivered and the preliminary management support in with the the customer signs the contract – the installation of a test system is completed. implementation time when the sales organization hands This phase is usually performed within • Have your project manager perform a the project over to the consulting and five days. final review of the project preparation implementation organization. It goes phase and sign the “Project Phase on to cover the entire implementation Major Milestones Sign-Off” document provided by the process and the concluding review and The major milestones of the project SAP implementation team optimization conference, which takes preparation phase are: place several weeks after the project • Project handover to implementation Business Blueprint is handed over to the customer. • Customer kickoff meeting • Delivery and installation of test system In this crucial phase, which typically The fives phase of the methodology for the SAP Business One software takes about four days, how you would are described below. • Project phase review and sign-off like to run SAP Business One to support from customer your business is examined. One or more workshops for gathering your requirements are conducted during which business processes and individual 2
  • 3. functional requirements of your orga- • Make sure all requirements of your • Communicate clearly that your proj- nization are identified and analyzed. business are discussed and docu- ect and IT teams will be responsible The workshops provide the opportunity mented in the business blueprint for ensuring data quality and integrity to fine-tune the original project goals as even seemingly small changes of data migration and objectives as well as to revise the to initial scope or requirements • Ensure your project leads are present overall project schedule, if necessary. can have a significant impact on during all or large parts of system val- The result is the business blueprint, the cost, resources, and timeline idation and acceptance testing which documents in detail the results of the project • Review all output documents – for gathered during the requirements work- example, invoices, purchase orders, shops. The business blueprint serves and reports as well as financial state- as a technical and functional guide Project Realization ments – before sign-off during the subsequent phases of the implementation project. This is the most significant phase Final Preparation of the accelerated implementation Major Milestones methodology and usually takes about This phase focuses on preparing both The major milestones of the business a week and a half. The goal of project SAP Business One and the customer blueprint phase are: realization is to implement all the busi- for going live. Key activities during this • Workshops to gather business ness process and technical require- phase include completing user and requirements with the customer’s ments gathered during the previous administrator training as well as final functional leads phases and documented in the business fine-tuning of SAP Business One. As • Creation of the detailed business blueprint. The consultants validate and part of final system tests, necessary blueprint document update the configuration and demon- adjustments are made to resolve all • Determination of changes to initial strate processes while your project remaining critical open issues. This phase project scope and time schedule team updates the work instructions usually takes about five or six days. (if applicable) (business process procedures, for • Project phase review and sign-off example) and performs unit and inte- Major Milestones from customer gration tests. The major milestones of the final prepa- ration phase are: Best-Practice Recommendations Major Milestones • Key-user and administrator training The best-practice recommendations for The major milestones of the project • System readiness for going live the business blueprint phase include: realization phase are: • Completion of cutover activities • Ask your implementation partner to • Software installation and customization • Project phase review and sign-off have SAP Business One available based on the business blueprint from customer during the workshops to allow you to • Data migration (if applicable) see the product in action in order to • Validation of system setup Best-Practice Recommendations evaluate how it addresses specific • System testing The best-practice recommendations for business requirements • Definition of training and cutover plan the final preparation phase include: • Suggest using your own chart of • Project phase review and sign-off • Officially announce to all stakeholders accounts instead of creating a new from customer the training and cutover plan and the one, as this will significantly reduce schedule effort for data migration and open- Best-Practice Recommendations • Make sure each user participates balance reconciliation The best-practice recommendations for in the relevant training and works • Communicate right away if you the project realization phase include: directly with SAP Business One would like to migrate the historical • Minimize the number of changes to during that training transaction data of your business setup and scope as such changes to SAP Business One significantly affect testing and training 3
  • 4. www.sap.com /contactsap Going Live and Support Best-Practice Recommendations The best-practice recommendations Completing this phase is the ultimate for the going-live and support phase goal and the most exciting step of the include: implementation project. This is when • Involve your executive steering com- your organization goes live with the mittee in the project closing meeting SAP Business One software and starts for final project acceptance managing all daily activities indepen- • Schedule a review and optimization dently. The going-live and support phase conference four to six weeks after the consists of two distinct subphases. project closing meeting and make sure First, the project is completed with a your entire project team participates formal project closing. During this time, • Make sure your functional leads of the software is used productively in the project: day-to-day operations, all issues and – Monitor how end users work with problems are resolved, transition to the SAP Business One to ensure correct production support team is finalized, and consistent use of the software knowledge transfer is completed, and – Record all issues and required the project is signed off. Subsequently, enhancements to performance, the continuous improvement subphase functionality, and usability to be begins during which the production discussed during the review and support team monitors the software optimization conference and resolves live business process • Request initial on-site going-live sup- issues. Proper change management port with at least one consultant with procedures are established and ongo- expertise in SAP Business One ing end-user training is conducted. Plans are made to continuously review Benefits for Customers and improve business processes. The review and optimization conference is The accelerated implementation meth- scheduled and conducted. This phase odology as applied to the implementa- is usually completed in four days. tion of SAP Business One brings many benefits to SAP customers. It provides Major Milestones customers with a clear understanding The major milestones of the going-live of the scope, structure, and duration of and support phase are: implementing SAP Business One at the 50 091 086 (08/08) ©2008 by SAP AG. • Full production implementation of outset of the project to eliminate sur- All rights reserved. SAP, R/3, xApps, xApp, SAP NetWeaver, SAP Business One prises and overruns in time or budget. Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their • Project phase review and sign-off In addition, the methodology brings respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All from customer for going live and customers peace of mind because they other product and service names mentioned are the trademarks of support as well as for final project know the partners using the methodol- their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. completion ogy will provide best-practice implemen- These materials are subject to change without notice. These materials • Review and optimization conference tation services according to the are provided by SAP AG and its affiliated companies (“SAP Group”) for informational purposes only, without representation or warranty of standards set by SAP. any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.