SAP Extended ECM by OpenText 10.0 - What's New?

SAP Extended ECM 10
SAP Document Access 10

What’s New?
V 3.0

Thomas Demmler
Director Product Management, SAP Solutions Group
October 2011

Copyright © Open Text Corporation. All rights reserved. Copyright © Open Text Corporation. All rights reserved. 1

for
Extended ECM Employee Travel Invoice Portal Digital Asset Document
File Receipts Managmeent Content Management Presentment
Best of Breed ECM Management Management and OCR Management

360°View on SAP and Non-SAP Automate Automate Minimize Document Optimized Automate
content HR file receipt data capture Management management document
Unique integration in thousands of administra- handling and effort and and of rich media generation
SAP Business Objects tion and streamline human Collaboration assets and perso-
Business Workspaces with flexible enable self expense intervention. embedded nalization
service management into SAP Integrate (e.g. billing
UIs for SAP and non-SAP users Streamline
scenarios process NetWeaver media into statements)
Enterprise Records Management accounts marketing
Portal and
payable communi-
Case Management Framework SAP
processes cations
Enterprise
Spaces
Document Access
360 degree information access

Archiving (Enterprise Library)
Secure, compliant, cost-efficient storage of information

Copyright © Open Text Corporation. All rights reserved. 2

SAP Extended ECM (xECM)
Unique Capability
Complete Content Deep Integration
to ‘Content Enrich’
Lifecycle with SAP
SAP Business
Management
Processes
ECM

+ Business
Suite
=
 Document Management  Deep connection with SAP Data  Project Management
 Collaboration structures  Quality Management
 Capture  Seamless integration with  Investigative Case Management
various SAP UIs
 Workflow  Enterprise Asset Management
 Workspaces developed to
 Content Access  Maintenance Management
natively extend SAP processes
 Records Management with ECM  Store Lifecycle Management
 Archiving  Fraud Prevention Management
 And Many Others!

Key Benefits:
• Improve Business Process Efficiency by Connecting Content to Process
• Improve Regulatory Compliance by Managing Content Through Its Lifecycle


Connecting Content to Processes
The Concept of Business Workspaces

Content-Enriched Business Processes

Roles Transactions
SAP
Business Object
Data Events
Business
Workspace

Relationships Business Object Policies & Roles

Meta Data Folder Structures Documents
Folder 1
Customer ABC Folder 2
ID 4711 Sub Folder 1
Date 21.12.2009 Sub Folder 2
Sub Folder A
Status Prospect Sub Folder B
Owner Meier Folder 3

Activity Feeds Workflows Tasks & Follow ups


Agenda

 Improve Business Process Efficiency

 Improve Customer Interaction Efficiency
 Customer Service & Support
 Sales

 Improve Plant & Equipment Efficiency
 Plant Maintenance
 Plant Change Management

 Improve Shared Services Efficiency
 Human Resources

 Key Points To Take Home


Agenda


 Sales


 Human Resources



Improve Customer Interaction Efficiency
Customer Service & Support

SAP CRM:
DELIVER SUPERIOR
CUSTOMER SERVICE


SAP CRM 7 Interaction Center
Scenario: Call Center (Utilities, Telco)

Requirements
 Fast access to all
customer documents
 All documents in one
place (ERP and CRM)
 Reprint / Resend
documents
 Create standard
letters

Solution
 xECM Business
Workspaces &
References

Campaign Delivery Service Service Friendly
Campaign Marketing Order
Letter Welcome Price Signed Order Bills Order Dunning Correspon-
Documents Asset Confirmation Note Report Reminder Dispute
Package Sheet Contract Letter dence

Efficient Customer Overview via xECM 10


Sales

SAP CRM:
IMPROVE PERFORMANCE
AND DELIVER CUSTOMER
VALUE


Sales
 http://www.youtube.com/watch?v=FW_n1-MdXM4


SAP CRM 7 Web
Scenario: Sales
Requirements
 Fast access to all
customer documents
 All documents in one place
(ERP and CRM)

 Additional Requirements
 Editing / versioning of
documents
 Create individual
documents based on
templates

Solution
 xECM Business
Workspaces & References

Campaign Delivery Service Service Friendly
Campaign Marketing Order
Letter Welcome Price Signed Order Order Dunning Correspon-
Documents Asset Confirmation Bills Note Report Reminder Dispute
Package Sheet Contract Letter dence

SAP CRM 7 Web
Scenario: Sales
Create Contract based on Template


Alternative Access via Web, … Key Concept
Business
Workspace
Scenario: Sales

Faceted Search Widgets with SAP
Workspace Content
+ Activity Feeds data

Alternative Access via SAP Portal, …

Comprehensive set of iViews designed for SAP Portal


Alternative Access via Desktop, …

Integrated into Windows Explorer, Microsoft Outlook, Adobe Acrobat, Lotus Notes, and
Microsoft Office applications such as Word, Excel, PowerPoint, Project, and Visio.

Universal Access to Business Workspaces

SAP GUI SAP CRM UI SAP Portal

Business
Workspace

SharePoint* (Add-On) MS Windows Explorer

Blackberry*, iPhone*, iPad* (Add-On) xECM Web UI MS Outlook / Lotus Notes
Copyright © Open Text Corporation. All rights reserved. * Has to be licensed separately 18

Business Scenarios in combination with SAP CRM

 Sales

 Marketing & Advertising

 Knowledge Management

 Order Fulfillment & Billing

 Banking

 Investigative Case Management

 …

Agenda


 Sales


 Human Resources



Improve Plant & Equipment Efficiency
Plant Maintenance


Business Relationships in an Enterprise Key Concept
Business
Relationships
Scenario: Plant Maintenance
Materials Vendors

Plants

Plants

Projects
Functional
Location
Equipment

Maintenance
Notification
Maintenance
Order
Customers

Products

Business Relationships Widget Key Concept
Business
Relationships

Business Relationships Widget
- By Type
(Equipment)
- By Parent/Child
(Functional Location Level Above / Below)
- Tree or Plain List


Viewer Integration

• Collaborate via annotations and
notes on documents
• Accessible from all supported User
Interfaces, e.g. SAP UI and Web UI.
• Use Imaging Windows Viewer or
Imaging Web Viewer
• Context
• Available in Business Workspaces,
Binders and Cases
• For Documents in Archive Server


Imaging 10

 Imaging Web Viewer 10
 Memory resources required for PDF
rendering strongly reduced
 Improved scaling concept
based on back-end and front-end server.
 Runs on SAP NetWeaver CE 7.30

 Imaging Windows Viewer 10
 Tabbed Display

 Imaging Enterprise Scan 10
 Import of PDF documents
 Transparent Mode
(keeps original PDF file)
 PDF-Rendering Mode
 Improved speed and memory usage


Business Workspace Permissions Key Concept
Business
Policies
General Concept
1. Workspace Access
 Workspace Access determines whether a user has access to the workspace itself, it’s like a gate to the workspace.
What is really remarkable about workspace access is that the access is based on attribute values.

2. Workspace Content Permissions
 Workspace Content Permissions determine what kind of permissions a user has on the content in the workspace. The
permission types supported are the standard CS permissions (See, See Content, Modify, Edit Attributes, Add Items,
Reserve, Delete Version, Delete and Edit Permissions).

1. Workspace Access (via Policies):
Based on attributes of the pump station, e.g. location

2. Workspace Content Permissions:
See, See Content, Modify, Edit
Attributes, Add Items, Reserve,
Delete Version, Delete and Edit
Permissions


Business Workspace Permissions
User Group Replacement ( Business Roles)

Task: Every plant shall have its
Workspace
own group of managers
Confidential Documents

Managers of Plant Toronto
“Plant Toronto”

Common Documents
Workspace Template Workspace
Public Access
Confidential Documents Confidential Documents

Instantiation Managers of Plant Sydney
Managers of Plant <city>
Plant “Plant Sydney”

Common Documents Common Documents
Workspace
Public Access Public Access
Confidential Documents

Workspace Managers of Plant Munich
“Plant Munich”

Common Documents

Public Access


Improve Plant & Equipment Efficiency
Plant Change Management


Usage of Business References Key Concept
Business
References
Scenario: Plant Change Management

Plant Projects

Plants

Functional Location in SAP PM Project in Content Server

Business Reference Construction
Pump Station
Project Denali

Business
Workspace

Legend: Content Server SAP ERP


Create Business Reference in SAP UI

Create / Delete Business Reference
from SAPgui


Create Business Reference in SAP UI Key Concept
Business
References

Plant Projects Customers

Plants

Functional Location in SAP PM Project in Content Server Customer in SAP SD

Business Reference Construction Business Reference
Pump Station Becker Berlin
Project Denali

Business Open Business
Workspace
Workspace Workspace

Legend: Content Server SAP ERP


Open Workspace of referenced Bus. Object

Open Workspace
of referenced
Business Object


Agenda


 Sales


 Human Resources



Improve Shared Services Efficiency
Human Resources


ArchiveLink PLUS - Search Key Concept
ArchiveLink
PLUS
Scenario: Human Resources
SAP WebDynpro
Full Text Search
for ArchiveLink
Documents

SAPgui and
WebDynpro UI

Search Templates

Attributes

Search ABAP API

Custom Actions


ArchiveLink PLUS - Search Key Concept
ArchiveLink
PLUS
SAPgui
Full Text Search
for ArchiveLink
Documents

SAPgui and
WebDynpro UI

Search Templates

Attributes

Search ABAP API

Custom Actions


ArchiveLink PLUS - Attributes Key Concept
ArchiveLink
PLUS

Drag & Drop

Additional
Attributes for
ArchiveLink
Documents

Set of
Attributes
defined per
Business
Object Type
and/or
ArchiveLink
Document
Type


ArchiveLink PLUS - Attachment List PLUS Key Concept
ArchiveLink
PLUS

New
comprehensive
Attachment List
for ArchiveLink
documents

Leverages
ArchiveLink
Attributes

Supports
Barcode Entry

Preview of ArchiveLink
documents


DocuLink Thumbnails Key Concept
DocuLink


Document Flow
over all
Documents in a
Folder

SAPgui and
WebDynpro UI

Flexible Layout
Options

Thumbnails


Agenda


 Sales


 Human Resources



Key Points To Take Home
 SAP Extended ECM by OpenText makes
Your Business Processes more efficient.

Examples:
 Customer Interaction (Call Center, Sales)
 Plant & Equipment (Plant Maintenance, Plant Change Management)
 Shared Services (Human Resources)

 Version 10 of Extended ECM added value through
 Usage of OpenText ECM Suite 10
 Outstanding SAP CRM Integration
 Innovative ArchiveLink PLUS
 Compelling Thumbnails in DocuLink
 Comprehensive Portal Integration
 Many Detail Improvements (Viewer Integration, …)


Join the SAP xECM by OpenText
professionals group at LinkedIn today!


Thomas Demmler
Director Product Management
SAP Solutions Group
Open Text

thomas.demmler@opentext.com

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SAP Extended ECM by OpenText 10.0 - What's New?

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