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SAP Business Objects Data Services For data migration to SAP Business All-in-One, SAP Business Suite, SAP CRM SAP Best Practices for Data Migration V1.40.

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Presentation on theme: "SAP Business Objects Data Services For data migration to SAP Business All-in-One, SAP Business Suite, SAP CRM SAP Best Practices for Data Migration V1.40."— Presentation transcript:

1 SAP Business Objects Data Services For data migration to SAP Business All-in-One, SAP Business Suite, SAP CRM SAP Best Practices for Data Migration V1.40 Overview

2 Are You Prepared For The Data Migration Challenge?
GoLive with NO business disruption Poor quality master data unable to support core business processes User Adoption Lack of quality data can make new system unusable Return on investment is at risk if implementation is delayed CUSTOMER NEEDS No Surprises Surprises early in a project can be managed – surprises late in a project are a huge problem Why Data Migration - The challenges in dealing with this massive growth in data have material impacts on business results. Issues common to many companies include: LOWER PROFITS Paul Kielstra, “In search of clarity: Unravelling the complexities of executive decision-making,” The Economist, Economist Intelligence Unit, September 2007 POOR DATA QUALITY LEADS TO LOWER PRODUCTIVITY By Jeff Kelly, News Editor 25 Aug 2009 | SearchDataManagement.com News on CRM trends and technology Digg This!     StumbleUpon     Del.icio.us    While the use of data quality software has hit an all-time high, companies, by their own admission, are still losing boatloads of money because of inaccurate data, according to a recent survey. The average organization surveyed by Gartner said it loses $8.2 million annually through poor data quality. Further, of the 140 companies surveyed, 22% estimated their annual losses resulting from bad data at $20 million. Four percent put that figure as high as an astounding $100 million. Much of this loss is due to lost productivity among workers who, realizing their data is incorrect, are forced to compensate for the inaccuracies or create workarounds when using both operational and analytic applications, Ted Friedman, an analyst with the Stamford, Conn.-based research firm, said in an interview. COMPLIANCE FAILURES (Source: InfoWorld 90 percent of companies fail compliance. A new report by the IT Policy Compliance Group finds that the vast majority of businesses do not meet data-handling regulations, increasing the risk of a data breach. In a report to be published by the IT Policy Compliance Group on July 18, the consortium of IT compliance and security experts concludes that some 90 percent of all businesses still do not have sufficient policies in place to meet data governance regulations and adequately limit the risk of a breach. In the survey of 475 companies, a third of whom reported revenues of more than $1 billion last year, the industry group found that an overwhelming majority of the firms expect to deal with at least six business disruptions related to major data incidents per year along with five or more instances of information loss or theft. Data Migration Cannot Delay GoLive Inability to track and manage the project can cause ‘surprises’ late in the project Data Migration is far from easy – It is crucial to identify the right partner with the right solution and expertise for your data migration project.

3 Issues with Data Migration are Costly
More than 80% of data migration projects run over time and/or over budget. Cost overruns average 30%. Time overruns average 41%. Bloor, 2007 Lower PROFITS Low PRODUCTIVITY “50% to 70% of ERP implementations are reported as ‘challenged’ in part to data integrity and/or data accuracy problems.” High Why Data Migration - The challenges in dealing with this massive growth in data have material impacts on business results. Issues common to many companies include: LOWER PROFITS Paul Kielstra, “In search of clarity: Unravelling the complexities of executive decision-making,” The Economist, Economist Intelligence Unit, September 2007 POOR DATA QUALITY LEADS TO LOWER PRODUCTIVITY By Jeff Kelly, News Editor 25 Aug 2009 | SearchDataManagement.com News on CRM trends and technology Digg This!     StumbleUpon     Del.icio.us    While the use of data quality software has hit an all-time high, companies, by their own admission, are still losing boatloads of money because of inaccurate data, according to a recent survey. The average organization surveyed by Gartner said it loses $8.2 million annually through poor data quality. Further, of the 140 companies surveyed, 22% estimated their annual losses resulting from bad data at $20 million. Four percent put that figure as high as an astounding $100 million. Much of this loss is due to lost productivity among workers who, realizing their data is incorrect, are forced to compensate for the inaccuracies or create workarounds when using both operational and analytic applications, Ted Friedman, an analyst with the Stamford, Conn.-based research firm, said in an interview. COMPLIANCE FAILURES (Source: InfoWorld 90 percent of companies fail compliance. A new report by the IT Policy Compliance Group finds that the vast majority of businesses do not meet data-handling regulations, increasing the risk of a data breach. In a report to be published by the IT Policy Compliance Group on July 18, the consortium of IT compliance and security experts concludes that some 90 percent of all businesses still do not have sufficient policies in place to meet data governance regulations and adequately limit the risk of a breach. In the survey of 475 companies, a third of whom reported revenues of more than $1 billion last year, the industry group found that an overwhelming majority of the firms expect to deal with at least six business disruptions related to major data incidents per year along with five or more instances of information loss or theft. COSTS 80% of organizations… will underestimate the costs related to the data acquisition tasks by an average of 50 percent” Gartner

4 New Approach Combines Technology & Best Practices SAP Data Migration Solution – Built on SAP BusinessObjects Data Services and SAP Best Practices 1 ANALYSIS 2 EXTRACT CLEAN 5 LOAD 6 RECONCILE VALIDATE Governance and Visualization SAP DATA MIGRATION 4 3 SAP addresses the traditional problems by providing world-class software that removes the need for lines and lines of custom code. SAP provides a specific methodology including what to do in each step. This methodology is included in our ASAP methodology. SAP provides pre-defined migration content and rules for understanding the SAP target system, including required validations and mapping. Migration projects always require some consulting. SAP provides expert migration services consulting. This service is delivered by SAP and partners, for example Cap Gemini and Deloitte. Background from blog introducing SAP’s DM solution - Migrating Data Into an SAP System Whether you are a new customer or an existing customer with new plants or business units, SAP can help you migrate data into an SAP system.  Software SAP provides software, primarily SAP BusinessObjects Data Services, that enables you to extract, transform, and load (ETL) data and ensure data quality as you migrate it from one system to another. This was good news to me! Last year I did some blogs and e-learning on SAP101 for Business Objects experts, and I’ve been trying to up-skill on the SAP BusinessObjects offerings.   Before this position I had only dabbled with SAP BusinessObejcts Data Services.  Now, I downloaded it and got a small transform working to move data from SAP.   I was impressed because it only took me about ½ day to go from knowing nothing to reading something, downloading, installing, and getting a small job running.   Best Practices Content In addition to software, SAP also provides Best Practice Content.  I’ve always known that we have a Best Practice organization.  I worked with them previously on some Best Practice content for SAP NetWeaver Process Integration, but I didn’t really understand the depth of the offering.   If you go to the help portal, there is a tab for “Best Practices”.   In the Overview Page you’ll notice it says “SAP Business All-in-One”, but don’t let that scare you away from exploring the content.   The content for data migration is found under the Cross-Industry Packages.  From there, select Data Migration.      This site is a gold mine for data migration!   Or maybe an encyclopedia would be a better description!  The Data Migration Best Practices content has everything you need to get started on migrating non-SAP data to an SAP system.   In a subsequent blog on SCN, I’ll walk through the steps I took to read, learn, download, install, but for now, the important thing to know is that content plays a big role in fast development.  The content includes: Guides to install data services and other components required for the migration Actual content to load that includes jobs to load data into SAP via IDOCs Mapping tools to help you map the non-SAP data to the IDOC structure and reports IDOC mapping and structures for objects like material master, vendor and customer masters, pricing, bill of material, cost element, some receivables content.   I haven’t explored all of it in detail, but I did notice that once I installed the content and documentation I had a whole folder of word documents on each piece of content.  For example, a document on material covers the IDOC structures, what you need to know, and how to map data to the structure.     Services  Of course, data migration is more than the software and technical tool-set.  You also need a methodology for the project, testing, and ensuring project success. SAP offers a Data Migration Service and an expert consulting community ready to assist. SAP Data Migration Services consist of a framework, templates, methodology, tools and expertise to analyse, extract, cleanse, validate, upload and reconcile legacy data into a SAP ERP environment.  SAP Data Migration Services provide a mature information management infrastructure and enables data governance best practices that live on after the project.  SAP Data Migration Services extends the content delivered and the software provided with additional templates, a methodology, and  the holistic view of how the data migration project fits in with the overall SAP implementation and how to use data management/goverance to ensure data is a strategic asset, enabling successful business process execution. For a full list of EIM available services, see Consulting Service Details. Demo If you’d like to see a good demo of data migration example using data services, you can check out the demo available from the service market place.  It’s part of the page Managing Source Data After Its Been Migrated After data is migrated into an SAP syatem, you need to make a decision on what to do with the source system.  You might ask: Do we keep the source data on the system? Should we archive it? Should the previous system be decommissioned to save costs?  To help you decomission systems, SAP offers SAP NetWeaver Information Lifecycle Management.   I’m not an expert in this area, but it is part of the data migration story, so I am trying to learn more about the offering.  SAP Data Migration gives You what You need: A Solution You can Trust Easy to use data migration solution to reduce project risks and speed implementation Reusable Tools for Ongoing Data Governance Pre-defined content and rules SAP & Partner Services

5 How SAP’s Data Migration solution works Built on SAP BusinessObjects Data Services and SAP Best Practices Legacy Data Environment Data Staging and Test Environment Staging Area Data Services Platform Loading Target Environment Performance Analysis Dashboards and Business Reporting Files IDocs Pre-Built load routines for SAP Objects SAP Flat Files/ Excel Cleanse Name Parsing Address Parsing & Correction Material/Product Parsing Matching Transform Data into SAP structure Validate & Load Business Validation Rules Automatic SAP Config Validation Extract & Profile Databases SAP Configuration Extraction This slide goes through how the solution works, including all functionality provided with the migration content. In this example, the target environment is a SAP application system. The source (legacy data environment) could be about anything: excel files, databases, applications, XML. Data Services can access any source system. The Data Services environment is used as a staging area that extracts and profile the data. The profiling can include looking at patterns in zip codes. For example, what percentage of zip codes have 5 digits. It could also be how many material numbers follow a specific pattern. You might be interested in how many unique id’s there are in a certain table. The extraction and profiling of data is an important first step in a data migration project in order to assess the quality of the source data. The cleansing of the data may including parsing data, correcting data, merging data. Once the data is extracted it is important to know how the data needs to be prepared for SAP. The solution reads business context and configuration settings in SAP to help map the data. For example, mapping over MRP controllers, material codes and groups, plants, country codes, plants, etc. This step enables knowledge of the SAP business context, in order to transform and then validate the data in Data Services against the SAP configuration and customization settings. Once the data is transformed and validated, it is then loaded into the SAP system. The is normally done via IDOCS, but can also be done with files & BAPI’s. After the loading a reconciliation is required to know what was suppose to be loaded versus what was loaded and to ensure all data was loaded and is ready for use. The entire process of assessing the data, validating it according to business rules and SAP context lays the ground work for ongoing data governance. For example, if customer records were checked to ensure every customer had at least two contact persons associated with it, then this process can continue to ensure all new customer records have two contact persons. Applications Reconciliation Transparency, Communication and Governance, XML

6 Accelerate your implementation SAP Best Practices for Data Migration as key differentiator
Extensive DOCUMENTATION to ease implementation Predefined MIGRATION CONTENT to accelerate time-to-delivery INSTALLATION WIZARDS ARCHITECTURE & DESIGN The migration content delivered by SAP Best Practices provides: Installation wizards to install the content, including software-related components such as Data Services. The content has word documents that explain each object, as well as detailed use guides and installation guides. The migration content also includes reports, such as Webi reports for visualization. Predefined Migration SAP Best Practices Content inside Data Services Data validation content enables mapping of customer data to SAP data, including validation of key values. Content for ERP and CRM are included. Examples are: Business partner content such as customer and vendor masters Logistics content such as material master, bills of material, purchasing documents, sales documents Financial content such as receivables, payables, cost elements Sales content such as activities, leads, opportunities Documentation Quick Guide on how to installing the content. Business Process Document for Data Migration is a process guide that provides a process flow and the sequence in which the objects need to be loaded into Data Services Extension Guide provides the information you need to extend and modify the content according to your specific needs. Integrated REPORTING & VISUALIZATION 6

7 SAP Best Practices Content for Data Migration Key Features:
Predefined Migration: SAP Best Practices Content inside SAP BusinessObjects Data Services Data validation content enables mapping of customer data to SAP data, including validation of key values. Content for ERP (including HCM) and CRM are included. Examples are: Business partner content such as: customer and vendor masters Logistics content such as: material master, bills of material, purchasing and sales documents Financial content such as: receivables, payables, cost elements Sales content such as: activities, leads, opportunities, contracts Human Capital Management content such as: organizational management, payroll Documentation: Quick Guides on how to install the content. Business Process Documents for Data Migration are process guides that provide a process flow and the sequence in which the objects need to be loaded into SAP BusinessObjects Data Services. Extension Guide provides the information you need to extend and modify the content according to your specific needs. Blueprints: SAP BusinessObjects Data Services delivers blueprints that serve as examples for specific data quality and data integration scenarios.

8 SAP Best Practices for Data Migration (V1.40)
Available master and transactional data objects for ERP Supported Business Objects: ERP Secondary Cost Elements Characteristic Master Class Master Activity Types Activity Prices Customer Master Vendor Master Material Master Material Classification Material QM Inspection Type Material External Customer Replenishment Purchasing Info Records Inspection Methods Master Inspection Characteristics Inspection Plans Bill of Materials Routings SD Pricing Inventory Balances Fixed Assets Functional Location Purchasing Requisitions Contracts Scheduling agreements Material stocks WM Reference operation set Order reservation Planned independents requirements Open deliveries Service Master Accounts Payable/Receivable Work Centers Equipment Organizational Management Standard hierarchy Profit Centers Cost Centers Exchange Rates Object Dependencies Sales Orders Purchase Orders Internal Order Source List Work Breakdown Structure Functional Locations Bank Configuration Profiles for Material Master Data Objects Transactional Data Objects

9 SAP Best Practices for Data Migration (V1.40)
Available master and transactional data objects for CRM Supported Business Objects: CRM Business Activities Business Partner - Channel Partner Business Partner - Competitors Business Partner - Consumer Business Partner - Contact Persons Business Partner - Employees Business Partner - General / Sold-To (Customer) Business Partner - Plant Business Partner - Prospect Business Partner - Hierarchies Business Partner - Relationships Business Partner - Product Relationships - Material Complaints Confirmations Enterprise Organizational Structure Financing Contracts Framework Agreements Installed Base Master Leads Opportunities Pool Contracts Price Agreements (with Contracts) Pricing Conditions Product - Individual Objects Product - Material Product - Service Quotations Sales Contracts Sales Orders Service Contracts Service Orders Service Plans Target Groups Tasks

10 SAP Best Practices for Data Migration (V1.40)
What’s New? New Supported Business Objects: SAP ERP HCM Benefits Info Types: Heath Plans, 0168 Insurance Plans , 0169 Savings Plans, Flexible Spending Accounts, 0171 General Benefits Information, 0376 Benefits Medical Information, 0377 Miscellaneous Plans, 0378 Adjustment Reasons HCM Current Employee Conversion Info Types: Actions, 0001 Organizational Assignment HCM Equal Employee Opportunity (EEO) Info Types: US Job Attributes, 1641 EEO/WC Attributes HCM Initial Employee Conversion Info Types: Actions, 0001 Organizational Assignment, Personal Data HCM (Human Capital Management) Organizational Management Info Types: Objects, 1001 Relationships, 1002 Descriptions, Planned Compensation, 1007 Vacancy, 1008 Account Assignment Features, 1010 Authorities/Resources, 1011 Work Schedule, Employee Group/Subgroup Expanded Support for HCM (Human Capital Management) Objects and Info Types HCM Payroll Info Types: Residence Tax Area, 0208 Work Tax Area, Unemployment State, 0210 Withholding Information W4/W5 US, 0234 Additional Withholding Information, Other Taxes US HCM Personal Administration Info Types: Addresses, 0007 Planned Working Time, Basic Pay, 0009 Bank Details, 0014 Recurring Payments / Deductions, 0015 Additional Payments, 0021 Family Member /Dependents, 0032 Internal Data, 0041 Data Specifications, Additional Personal Data, 0094 Residence Status, Communication, 0106 Family/Related Person PLUS: Dual platform support for SAP BusinessObjects Data Services 4.0 and 3.2 Enhanced architecture and design Improved Reporting and Visualization - including for HCM Objects Improved Data Migration Installation Wizard for SAP BusinessObjects Data Services 3.2

11 SAP Best Practices for Data Migration (V1.40)
Available master and transactional data objects for Business One Supported Business Objects: SAP Business One Accounts Payable and Receivable BOM (Bill of Materials) Customer Fixed Asset HCM Initial Employee Conversion NEW Inventory Balances Material Purchase Info Records Purchase Order Sales Order SD Pricing Vendor Supports fixed mapping from SAP Business One to SAP ERP

12 SAP Best Practices for Data Migration (V1.40) IDoc version
Technical upgrade: To SAP BusinessObjects Data Services 4.0 Analyzing Text Data: Entities and Facts Native text analytics - Unlock Insights to Unstructured Text Data. Leverage text information to identify emerging trends, and proactively respond to opportunities or potential risks Location Awareness - Understand location factors relative to your opportunity and drive better business decisions Data Services’ Encryption function allows users to encrypt sensitive data (e.g. credit card numbers, government ID #, birthdates, salary information, to government intelligence, etc.) Improved Security – leverages the BusinessObjects Business Intelligence platform 4.0 platform for its user management SAP Integration with extraction support – now use one single tool to define all extraction, validation, and cleansing rules to load all data (SAP and non-SAP) into BW. Non BW customers get native access to the Business Suite without having to go through BW, including delta queue support Supports both DS 3.2 & DS 4.0 Before After Data Encryption

13 Pre-Configured Migration Content to Support the Entire Data Migration Process
Data extraction: SAP BusinessObjects Data Services tool helps to connect to most known legacy systems to extract legacy data (master & transaction) Data mapping: Data mapping and restructuring functionality supports all the major master data business objects required to configure SAP Business All-in-One as the target system Data validation: Contains predefined content for business logic validation and data quality improvement. Dashboards to identify and visualize data errors early in the process Data load: Contains program to activate the Idoc’s needed for the data migration process Reconcile data: Right data to support the business process

14 SAP Best Practices for Data Migration Impact on Effort and Savings

15 Major Components of SAP’s Data Migration Solution
Software components: SAP BusinessObjects Data Services: Data management platform to support all migration tasks. SAP BusinessObjects Information Steward: Data profiling & assessment, Data lineage and reconciliation of data from target to source SAP BusinessObjects Business Intelligence : Includes Xcelsius, Webi, Crystal for reporting. SAP Best Practice for Data Migration Content components: Migration content loaded into SAP BusinessObjects Data Services. Webi reports for monitoring the data migration. Migration services on SAP BusinessObjects BI to map source data to SAP business context. Migration content for reconciling what was loaded in the target to the source. SAP’s data migration solution has the following software components (available together in the Data migration starter package, or sold via perpetual license): SAP BusinessObjects Data Services: Data management platform to support all migration tasks. SAP BusinessObjects Data Insight: Data profiling & assessment SAP BusinessObjects Metadata Manager: Data lineage and reconciliation of data from target to source SAP BusinessObjects Enterprise : Includes Xcelsius, Webi, Crystal for reporting. The migration content is used for each of the software components. 40

16 Availability: Americas APJ Global Solution (IDoc)
Tool: Depending on the market segment the package price differs. Make sure to ask your sales representative for the data migration special pricing. Package names: LE : Data Migration Starter Pack SME: SAP BusinessObjects EDGE BI with integration kit or SAP BusinessObjects Edge BI with Data Management Content: The SAP Best Practices for Data Migration package is available to download or order as a DVD. Partners and customers can download the guides and preconfigured data migration content free of charge by going to the Service Marketplace and selecting the SAP Best Practices for Data Migration V1.40. To purchase your copy of the SAP BusinessObjects migration package, please contact your SAP partner executive (for SAP partners). Solution details and the latest updates of the migration package can be found under URL Americas Global Solution (IDoc) EMEA Global Solution (IDoc) APJ Global solution (IDoc)

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