As a new participant in the "SAP Universe", one of the first things you will likely encounter during the preparation and readiness phase of a project (referenced in my prior post) is a review exercise for several key documents and templates. Bearing in mind that these documents serve as a foundation to conduct/govern your work, collect and document your requirements, and manage the overall project, a significant effort needs to engage in order to maximize the potential of these documents and the value they add to the project.
So let's get started with a review of some key documents and templates you will come across and how best to approach and successfully contribute to the content and structure of each.
Inventory of Deliverables, Responsibilities and Acceptance Criteria
This document contains the project's inventory of core deliverables, who is responsible for each and what the general acceptance criteria is to sign-off the completeness of each deliverable. This document will typically contain items such as:
> Project Management: review of roles/responsibilities of project members, impact of other projects, scope review, developing the detailed project plan, establishing workshops, establish risk assessment processes and sign off the detailed plan
> Change Management: develop the change management roadmap, engage key stakeholders to review change impacts, develop a communication plan and conduct awareness sessions with key resources and stakeholders
> Standards and Rules: establish documentation and approval procedures, define issue/quality resolution and change request procedures and define communication and meeting structure
> Technical Planning: define the infrastructure requirements, purchase and provision hardware/software and define the architecture outline
Architecture Approach and Design Templates
This is generally a very high level document that outlines the key technical deliverables (e.g. integration with other systems, replicating legacy systems and SAP for their retirement, key technical architecture decisions etc.). These technical deliverables are further backed by a high level impact review on processes, custom developments, data, resources, testing and project timelines. The purpose of each impact review is to set expectations with the project, and set a baseline for the potential work involved in the more significant project deliverables.
Change Request Template and Procedures
Very simply this the project's change request template document that will be used to document every change request's overview, requirements, effort and timeline. Underlying procedures also need to be clearly defined so as to avoid any failure in tracking approved/declined change requests during the lifecycle of the project. Such procedures dictate the steps required to approve/decline a change request, update and resubmit, where to store these documents, how to log each one etc.
Change Vision and Management Roadmap
The change vision and management roadmap provides a vision for why the company is engaging in the implementation, clear focus on the effort and a baseline to work from. The vision facilities the clarity of what is being achieved from a business and technology standpoint (e.g. simplifying processes, achieving operational efficiency etc.). Supplementing the change vision is the management roadmap which outlines the key change management tasks to achieve:
> Program leadership and governance
> Organizational design
> Stakeholder engagement and communications
> Delivering the necessary skills and knowledge
> Culture transformation and new ways of working
> Program strategy and management
Client Landscape Strategy
One of the most important technical documents in the project, and often overlooked, the client landscape strategy documents the SAP environments making up the landscape for the project through its major phases. The SAP environments typically comprise of the following systems:
> Sandbox: used for prototyping, demos and experimental work prior to development
> Development: used for all development and configuration activities, including unit testing and master data creation
> Quality Assurance: used for integration and user acceptance testing, including end user training
> Production: used for the production environment
> Production Support Development (optional): used for configuration and development of production support fixes (snapshot of QA at time of go-live)
> Production Support Quality (optional): used for testing of configuration/development of production support fixes
This document further outlines the release strategy between each system, timing of each release, governance of how data and packages are sent across each system and how each client should be used... to name just a few. Expect this to be a large document, very detailed, and sufficient for everyone in your technical team to understand and reference regularly when managing the system landscape.
Data Migration Scope and Requirements Document
Data Migration Scope/Requirements are important topics that must be covered as early as possible to avoid uncomfortable surprises from occurring in late phases of the project. The data migration scope identifies the data objects that need to be transferred from the old (e.g. legacy) system to the new system during an SAP project. When data migration is part of the scope of the SAP project, discussions on the data migration scope should be initiated as early as possible and the outcome of these discussions should be clearly mentioned in this document.
Document Approval Procedures
Similar to the change request procedures document, this document outlines the procedures for approving any business, process or technical document produced from the project. It sets governance for how documents are finalized and signed-off, which is crucial between every major phase on the project.
Interdependancies Review
Typically a thorough review of all potential projects running in parallel, systems and external/impacts that the SAP implementation might depend on or be impacted by. Obviously necessary, but often overlooked.
Issue and Risk Log
The issue and risk log is a basic Excel template shared amongst project members to log issues with the project, potential risks, and how to avoid/resolve them. Typically the PMO and integration managers are key people in driving the resolution and planning for items collected in these log files. Making sure the template captures thorough details is key; owners, deadlines, comments, dependencies etc.
Knowledge Transfer Strategy
This document is used to define the processes, scope and approach for conducting effective knowledge transfer activities between resources rolling on/off the project, and/or providing the necessary knowledge/training to the end users prior/after go-live of your system.
Meeting Minutes Template
Very basic, but an important document to constantly use in meetings and workshops. Having a well thought-out meeting minutes template, that is also very simple to use and fairly automated, will help keep project members actively engaged in documenting the outcome of all meetings and workshops while assigning the relevant actions accordingly.
Naming Conventions
Formalizing naming conventions in any system is important; in SAP, it is even more critical as these naming conventions trickle down from documents, to system configurations, developments, testing, and training documents. Things such as custom development (WRICEF) ID number format, configuration code format/structure, data naming conventions etc., are all important to capture and document in this deliverable.
Project Plan
One of the most important documents in a project, and often poorly managed; simply because managing a project plan in a tool like Microsoft Project is a full-time job in itself requiring a significant amount of mathematical wizardy, organization and structure. From personal experience, segmenting the core project plan into several pieces can be very helpful; for example, broken out by each workstream. This allows you to easily manage it, and control the updates accordingly.
During the readiness phase, reviewing and finalizing this document is critical. Every task, date, predecessor and timeline should be reviewed with all the key project members, stakeholders, PMO and team leads.
Quality Review Procedures
This document defines the processes and expected output of a quality review effort in the project. Quality planning is defined by the functionality, performance needs, measurement and verification requirements, and also governed by change/config management, standards to adhere to (e.g. technology/accounting standards), and methods/tools used to drive these efforts.
Other Preparation/Readiness Information
Below is a list of other useful resources to consider during the preparation/readiness phase:
> Ramp-up Knowledge Transfer (RKT)
- RKT delivers early product and task-related knowledge to experienced SAP and partner consultants in Ramp-Up projects and to all other roles such as sales and customer's administrators involved in the SAP Solution Ramp-Up.
> Updated SAP ASAP Roadmap 7.0
- The new ASAP Methodology For Implementation released to access further information on the updated roadmap
> Accessing the ASAP Roadmap
- ASAP 7.0 delivered in SAP Solution Manager to read about how to access the roadmap via Solution Manager
Look for details on SAP technical architecture design and planning in my next few posts...
So let's get started with a review of some key documents and templates you will come across and how best to approach and successfully contribute to the content and structure of each.
Inventory of Deliverables, Responsibilities and Acceptance Criteria
This document contains the project's inventory of core deliverables, who is responsible for each and what the general acceptance criteria is to sign-off the completeness of each deliverable. This document will typically contain items such as:
> Project Management: review of roles/responsibilities of project members, impact of other projects, scope review, developing the detailed project plan, establishing workshops, establish risk assessment processes and sign off the detailed plan
> Change Management: develop the change management roadmap, engage key stakeholders to review change impacts, develop a communication plan and conduct awareness sessions with key resources and stakeholders
> Standards and Rules: establish documentation and approval procedures, define issue/quality resolution and change request procedures and define communication and meeting structure
> Technical Planning: define the infrastructure requirements, purchase and provision hardware/software and define the architecture outline
Architecture Approach and Design Templates
This is generally a very high level document that outlines the key technical deliverables (e.g. integration with other systems, replicating legacy systems and SAP for their retirement, key technical architecture decisions etc.). These technical deliverables are further backed by a high level impact review on processes, custom developments, data, resources, testing and project timelines. The purpose of each impact review is to set expectations with the project, and set a baseline for the potential work involved in the more significant project deliverables.
Change Request Template and Procedures
Very simply this the project's change request template document that will be used to document every change request's overview, requirements, effort and timeline. Underlying procedures also need to be clearly defined so as to avoid any failure in tracking approved/declined change requests during the lifecycle of the project. Such procedures dictate the steps required to approve/decline a change request, update and resubmit, where to store these documents, how to log each one etc.
Change Vision and Management Roadmap
The change vision and management roadmap provides a vision for why the company is engaging in the implementation, clear focus on the effort and a baseline to work from. The vision facilities the clarity of what is being achieved from a business and technology standpoint (e.g. simplifying processes, achieving operational efficiency etc.). Supplementing the change vision is the management roadmap which outlines the key change management tasks to achieve:
> Program leadership and governance
> Organizational design
> Stakeholder engagement and communications
> Delivering the necessary skills and knowledge
> Culture transformation and new ways of working
> Program strategy and management
Client Landscape Strategy
One of the most important technical documents in the project, and often overlooked, the client landscape strategy documents the SAP environments making up the landscape for the project through its major phases. The SAP environments typically comprise of the following systems:
> Sandbox: used for prototyping, demos and experimental work prior to development
> Development: used for all development and configuration activities, including unit testing and master data creation
> Quality Assurance: used for integration and user acceptance testing, including end user training
> Production: used for the production environment
> Production Support Development (optional): used for configuration and development of production support fixes (snapshot of QA at time of go-live)
> Production Support Quality (optional): used for testing of configuration/development of production support fixes
This document further outlines the release strategy between each system, timing of each release, governance of how data and packages are sent across each system and how each client should be used... to name just a few. Expect this to be a large document, very detailed, and sufficient for everyone in your technical team to understand and reference regularly when managing the system landscape.
Data Migration Scope and Requirements Document
Data Migration Scope/Requirements are important topics that must be covered as early as possible to avoid uncomfortable surprises from occurring in late phases of the project. The data migration scope identifies the data objects that need to be transferred from the old (e.g. legacy) system to the new system during an SAP project. When data migration is part of the scope of the SAP project, discussions on the data migration scope should be initiated as early as possible and the outcome of these discussions should be clearly mentioned in this document.
Document Approval Procedures
Similar to the change request procedures document, this document outlines the procedures for approving any business, process or technical document produced from the project. It sets governance for how documents are finalized and signed-off, which is crucial between every major phase on the project.
Interdependancies Review
Typically a thorough review of all potential projects running in parallel, systems and external/impacts that the SAP implementation might depend on or be impacted by. Obviously necessary, but often overlooked.
Issue and Risk Log
The issue and risk log is a basic Excel template shared amongst project members to log issues with the project, potential risks, and how to avoid/resolve them. Typically the PMO and integration managers are key people in driving the resolution and planning for items collected in these log files. Making sure the template captures thorough details is key; owners, deadlines, comments, dependencies etc.
Knowledge Transfer Strategy
This document is used to define the processes, scope and approach for conducting effective knowledge transfer activities between resources rolling on/off the project, and/or providing the necessary knowledge/training to the end users prior/after go-live of your system.
Meeting Minutes Template
Very basic, but an important document to constantly use in meetings and workshops. Having a well thought-out meeting minutes template, that is also very simple to use and fairly automated, will help keep project members actively engaged in documenting the outcome of all meetings and workshops while assigning the relevant actions accordingly.
Naming Conventions
Formalizing naming conventions in any system is important; in SAP, it is even more critical as these naming conventions trickle down from documents, to system configurations, developments, testing, and training documents. Things such as custom development (WRICEF) ID number format, configuration code format/structure, data naming conventions etc., are all important to capture and document in this deliverable.
Project Plan
One of the most important documents in a project, and often poorly managed; simply because managing a project plan in a tool like Microsoft Project is a full-time job in itself requiring a significant amount of mathematical wizardy, organization and structure. From personal experience, segmenting the core project plan into several pieces can be very helpful; for example, broken out by each workstream. This allows you to easily manage it, and control the updates accordingly.
During the readiness phase, reviewing and finalizing this document is critical. Every task, date, predecessor and timeline should be reviewed with all the key project members, stakeholders, PMO and team leads.
Quality Review Procedures
This document defines the processes and expected output of a quality review effort in the project. Quality planning is defined by the functionality, performance needs, measurement and verification requirements, and also governed by change/config management, standards to adhere to (e.g. technology/accounting standards), and methods/tools used to drive these efforts.
Other Preparation/Readiness Information
Below is a list of other useful resources to consider during the preparation/readiness phase:
> Ramp-up Knowledge Transfer (RKT)
- RKT delivers early product and task-related knowledge to experienced SAP and partner consultants in Ramp-Up projects and to all other roles such as sales and customer's administrators involved in the SAP Solution Ramp-Up.
> Updated SAP ASAP Roadmap 7.0
- The new ASAP Methodology For Implementation released to access further information on the updated roadmap
> Accessing the ASAP Roadmap
- ASAP 7.0 delivered in SAP Solution Manager to read about how to access the roadmap via Solution Manager
Look for details on SAP technical architecture design and planning in my next few posts...