SAP Business One Implementation Process

SAP Business One Implementation - Agenda

Agenda
Overview of the SAP Business One Implantation Principals Steps For SAP Business One Implantation Working in Test Environment in Parallel to Production Project Quoting

SAP AG 2002, Title of Presentation, Speaker Name 2

SAP Business One Implementation

SAP Business One is an easy and simple system to implement.

Using the built in configuration tools and the Software Development Kit, you can fulfill your customers needs in a short time period

SAP Business One implementation is a business processoriented implementation. Once you analyze the business rules, the execution phase should be relatively short, and with the help of the end users at the customer himself, you can combine the efforts to complete the data entry and go live soon.

SAP AG 2002, Title of Presentation, Speaker Name 3

Principals For Fast and Successful Implementation

The following principals will allow you to shorted the implementation time, and get a referenceable and knowledgeable customer:

Use the Pre-Sales stage as

customer's business rules the implementation

a good source for getting to know the

Use the Project Manager from the customer side to assist with

Providing as much training as possible to the customer,

including customization tools, will shorten the implementation time

Use the Project Manager to provide first level support for end
users during and after the implementation

SAP AG 2002, Title of Presentation, Speaker Name 4

Steps For SAP Business One Implantation

SAP Business One implementation consists of 8 main steps:

Handover from Presales Phase Kick off Meeting with Customer Process Analysis and Design Document all major business process Execution Acceptance Test and Approval Pre Go-Live

Training End Users

SAP AG 2002, Title of Presentation, Speaker Name 5

Handover from Presales Phase Use this steps to collect as much information from the Presales stage, such as:
Description of business processes and functional requirements Time schedule Structure of the company and responsibilities Customized demo database Identify unconventional business processes Identify proposed solutions Identify activity amount and data migration amount if possible

SAP AG 2002, Title of Presentation, Speaker Name 6

Kick off Meeting with Customer Use this step to meet with the customer to coordinate the expectations and present the Project Plan:
Present implementation methodology. Review Resources available and assign a project manager. Review time schedule.

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Process Analysis and Design Get customers business process needs in details :
Compare SAP Business One hardware requirements vs. existing hardware Review data migration needs - type and amount of data. Establish any required integration points for third party. Review critical success factors in each section. Identify any limitations in the out-of-box solution and discuss possible solutions.

Use the SAP Business One supporting Questionnaire

SAP AG 2002, Title of Presentation, Speaker Name 8

Document all major business process Take the time to document all processes discussed with the proposed solutions:
Create a list of limitations or opportunities of the design. Review results of limitations and suggest improvements to current business processes. Solution possibilities User-defined Fields/Formatted Search/Queries/SDK. Specification of possible add-on developments. Revise project plan and assign tasks. Once all steps in the Process Analysis and Design phase have been completed, send to the client for sign off.

SAP AG 2002, Title of Presentation, Speaker Name 9

Execution In the Execution step follow the documentation you created to impalement all process as discussed:

Installation of Server and Clients System Initialization Master Data Migration Implementation of Business Process Requirements

Use the SAP Business One System Initialization guide and Data Migration guide

SAP AG 2002, Title of Presentation, Speaker Name 10

Acceptance Test and Approval Use the Acceptance Test to validate the system configuration and implementation of the companys business rules:

Perform any necessary upgrade if a new patch was released before the acceptance. Simulate all major business processes defined above. Simulate major business processes with key users from the client side. Compare the data to established reports. Review the results and decide if ready for production. Make sure you make all the necessary changes based on the testing results and have the client sign off.

Use the SAP Business One recommended testing scenarios

SAP AG 2002, Title of Presentation, Speaker Name 11

Pre Go-Live Review the Pre Go-Live check list to confirm the database is ready for production:
Review the go-live checklist. Create or import opening balances according to the Data Migration and Opening Balances Guide. Create custom user manuals.

Use the SAP Business One Pre Go-Live check list

SAP AG 2002, Title of Presentation, Speaker Name 12

Training Conduct Training for the end users using the companys data and configuration:
Basic product overview and navigation all users must attend. Individual business process training Take users through SAP Service Market Place:

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Working in Test Environment in Parallel to Production Use the backup and restore functionality to have a production environment and one or several testing environments.

Make sure your production database will always contain real data
only.

The original database will be the production one. Every time you add any set up, definition, user-fields and tables,
backup the database and restore it to the test database to perform any type of testing.

Before and after every major import back up the real database
into the test one. This will ensure that you always have a clean production database with real data and a test environment that uses the

Having a test database will also allow the users to practive with
their own data

SAP AG 2002, Title of Presentation, Speaker Name 14

Project Quoting
Implementation Time Estimates Min Kick off Meeting with Customer Scope Analysis Install and configure server and client machines System Configuration System Initialization Define Definitions Data Migration of Master Data via DTW Business Process - Execution Phase Pre Go Live Phase Review go-live check list Create or import Opening Balances Training Basic Navigation Training - All users must attend Individual Business Process Training as defined above Acceptance Test and Approval Post Go-Live Hours Days (7.5) 4 14 2 10 16 16 13 2 8 8 37 8 4 142 18.93 Max 10 42 5 16 39 40 55 4 24 8 75 16 8 342 45.60

SAP AG 2002, Title of Presentation, Speaker Name 15