Transcript Title
David Platt, Chevron Corporation
Pavan Manocha, Independent
]
Extending the Use of SAP Solution Manager
into Modeling, Testing and Training
SESSION CODE: 3104
[ LYNN LUPO
SAP POINT OF CONTACT
MEMBER SINCE: 2000
[ PAUL SHEPHERD
ASUG INSTALLATION MEMBER
SINCE: 2003
[ ANDREA BENSON
ASUG INSTALLATION MEMBER
MEMBER SINCE: 2003
[
Learning Points
Benefits of an Integrated Tool Suite on a Global
Project
Use of Solution Manager at Chevron
Tool Related Key Learnings
Best Practice Recommendations
2
Who We Are
[
Introduction
David Platt – Manager, Business Systems
8 Functional teams, 4 global locations (250 FTEs)
Experienced Project Leader in Corporate,
Upstream, Downstream and International Systems
work (25 Years in IT)
Enjoying 6th SAP Project since 1997
Pav Manocha – SAP Project Management
Specialist
15+ years SAP Downstream integration
experience
Multiple global full-lifecycle implementations
Independent advisor
Global Design Architect
Project Manager, PMP
3
Who We Are
[
Chevron is an Integrated Energy Company
2nd largest
U.S.-based integrated
energy company
$22.9 Billion
Capital budget
for 2008
$18.7 Billion
2007 Net Income
62,000+
employees worldwide
4
Chevron
Headquarters
(includes Global
Upstream & Gas and
Downstream
headquarters)
* In some cases, one dot
designates multiple locations
Who We Are
[
Chevron and SAP Software Usage
SAP
Corporate
Downstream
Global Gas
Upstream
Domestic
12 Instances
Versions
4.6c
4.72
6.0
43,000
SAP Footprint
Oracle JD Edwards Footprint
Ariba Footprint
5
Physical Installations
Users Worldwide
What Our Project Was
[
Project Olympic is a Global Post-merger SAP
Systems Consolidation & Standardization Initiative
End-to-End
Process Areas
Project Olympic
6
SALES
FUEL SUPPLY
LUBRICANTS SUPPLY CHAIN
PROCUREMENT TO PAYABLES
FINANCE
HUMAN RESOURCES
What Our Project Was
[
Timeline
2007
Apr
Jul
We Are
Here
2008
Sept
Dec
Jan
Apr
Jul
HR Final Prep HR
HR
Cutover
Go-Live & Support HR
Realization
Release 1
U.S.
Final Prep U.S.
Cutover
Go-Live
Release 2
Africa
Realization (Asia and Africa)
Final Prep Africa
Cutover
Go-Live
Release 3
Asia/
Pakistan
7
Realization Asia
Final Prep Asia
Cutover
Go-Live
[
Key Learnings
Integrating Our Project Tool databases proved
invaluable
Maturity of Solution Manager & ARIS integration
tools in 2004/05 raised risk level
ARIS flowcharting required more up-front work
than expected
We reversed key step to integrate with Solution
Manager
Many aspects of Business Models were used
extensively throughout Project Lifecycle
8
Our Approach
[
We Integrated the Following Tool Databases
Web Based
Central Storage
Non-Web
SAP
HP/Mercury
Quality Center
SAP GUI
OnDemand
Training
Software
Solution
Manager
ARIS Browser /
Review Tool
ARIS
Database
MODELING
METHODOLOGY
Processes
Olympic Manager
Web Front-End
9
Olympic (ERP)
Estimating Model
Methodology
Role-to-User
Mapping
PROJECT
MANAGEMENT
ARIS
Microsoft
Project (MSP)
Browser
Olympic
Manager
Database
WBS & Actuals
Deliverable
Assignments
Plan Generator
Team Plan
MS Project
MS Project
Enterprise
Our Approach
[
Roles of Global Integrated Tool Suite
Application Lifecycle Methodology
Project
Prep
Blueprint
Realization
Olympic Manager
IDS Scheer ARIS
Business Model
Model To-Be BP
Final Preparation
SAP SolMan
Go-Live
and Support
HP QualityCenter
Continuous
Improvement
ETL / Manual
Create Blue Print
Define Quality PreReq
Build Requirements
RICEF Inventory
Write Test Plan
ComposeTest Cases
Create Test Data
ASAP+ WBS
Execute Test Cases
Modify Config
/ Custom Code
10
Log Defects
Analyze Results
Our Approach
[
High-Level View Solution Manager Usage
“Portal” view into all
configuration
Link Sub-Processes to
Configuration Transactions
Tracking statistics
By Sub-Process
By IMG Area
eRoom
Config
Design
Solution
Manager
Documented
during Detail
Design
All updates to
configuration
should be made
to the original
files
11
R/3
Direct links
from Solution
Manager
APO
Start config
through the
SM portal
BW
Once config
complete,
update status
in SM to
Aspen
Ariba
No link from
Solution
Manager
Solution
Manager only
used to track
status
Our Approach
[
Usage of Solution Manager
at Chevron
Solution Manager was one of several
implementation tools
Test
Its primary usage was in:
Test
Knowledge
Management
Management
Management
Change Control Management
Configuration Status
Project
Solution
Mgmt.
Monitoring
SAP
License Management
Solution
Manager
Solution Manager was not used for:
Service
Knowledge
IT and applications support
Desk
Transfer
System monitoring
Service
Change
Delivery
Management
Service level management
and reporting
IMPLEMENT
OPERATE
OPTIMIZE
12
Our Approach
[
In ARIS 6.23 We Did As-Is and To-Be
Business Models
Some Scope Stats:
Process – 14
Sub-Process – 99
Activity – 657
(Workstep &
Transaction level)
13
Our Approach
[
14
We Loaded the Business Model into Mercury
Quality Center to Manage Test Phases
Our Approach
[
Integrating Business Model into Testing Tool Gave
Us Traceability and Risk Assessment
When the inevitable “Testing Scope Cuts” traceability was
key to developing revised risk profile.
Key
75 - 100% in scope
50 - 75% in scope
25 - 50% in scope
1 - 25% in scope
Out of scope
TBA
NA
15
US - RICE Regression Test
ME
N/A
Localization
Comparison**
Operational R2
1
Supply Network Planning
LSC
Demand Planning
Warehousing &
Inventory
HR
HR
Fuels Supply Inventory
FS
Exchange
TSW
Plant Maintenance
Procurement
Accounts Payable
Real Estate
Profitability
0
G/L Cons & Close
0
Asset Management
4
Functional Scope
P2P
FI
Tax
4
Loans, AR & Credit
Billing & Pricing
BI Content Area Test R1
BI Content Area Test R2
BPIT R1 - Workstep
BPIT R1 - BPID
BPIT R2 - Workstep
BPIT R2 - BPID
Regression R1
Regression R2
Regression R3
Order to Delivery
Test Phase
Sales
Our Approach
[
16
ARIS “Process Roles” led to Security Assignments
Using Our Role to User Mapping Tool
Key Learnings
[
Integrating Our Project Tool Databases Proved
Invaluable
What we did:
What we should have done:
Paid IDS Scheer for a
Pushed SAP & ARIS to
interface of key model
share cost of developing
components into our
since it’s become
Project Management Tool
mainstream now!
(Olympic Manager)
ARIS
Putting into SQL database
allowed us to queries and
OLY MGR
(SQL)
interfaces to other tools
Used to interfaces to aid
MERCURY
multiple project facets
17
Key Learnings
[
Maturity of Solution Manager & ARIS Integration
Tools in 2004/05 Raised Risk Level
What we did:
What we should have done:
In 2004/05, we surveyed Hired more ARIS
multiple SAP clients
consultants early after
trying out Solution
purchasing tool to get
Manager.
benefits from bidirectional interface to
Found no clear best
Solution Manager
practices to follow
Paid for SAP Solution
We found SAP
Manager and ARIS
consultants knowledge
consultant to be on-site at
limited at the time
same time and advise
Decided Too Much Risk,
us on how to use the
so we abandoned fulltools.
implementation
18
Key Learnings
[
19
Using ARIS Flowcharting Required More Up-front Work
To Standardizing Symbol Set and Model Standards.
What we did:
What we should have done:
Got basic 1 day training
on standard ARIS usage
Went off and developed
our template of symbols
Flow charted without
true knowledge of
“boolean logic” across
team
Hired more ARIS
consultants early to work
with us on standards
training and enforcement
Key Learnings
[
Security & Training Team’s Reliance on ARIS Flows
Delayed Full Development of Accurate User Access.
What we did:
20
What we should have done:
Rebuilt all security roles to Spent more time in the
remove past kluges
As-Is
Built a custom tool which Got better engagement
associated specific users
from business on QA of
to job role(s).
security assignments
Security team relied on
Realized hybrid nature of
ARIS Models as their
user roles in reality
specifications
upfront
Delayed completion
because of late and
changing designs
[
Best Practice Recommendations
Clearly document the As-Is Business Processes to the
Workstep level (Activity)
Go into Solution Manager download Business
Process areas and T-Codes via ARIS interface into
“stub models”
Create To-Be Sub-Processes and Activities using ARIS
Flowcharting Standards
Use Solution Manager/ARIS two-way interface to
synchronize changes
Load into HP’s Mercury for traceability during testing
Use for design basis for End-User Training and
Security Access
21
[
Please remember to complete and return your
evaluation form following this session.
For ongoing education on this area of focus, visit the
Year-Round Community page at www.asug.com/yrc
SESSION CODE:
3104
[
22
]
Thank you for participating.