7838 - SSM 10 - Intl Motors Demo

DEMO SCRIPT
(INTERNAL AND PARTNER) SSM 10 International Motors Overview Demo

SCENARIO ID: 7838
General Information
Cross-Industry SAP Strategy Management 10.0 I813359
Authors
Date Last Updated
May 2013
Scenario ID: 7838
2013 SAP AG. All rights reserved.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company. Crossgate, m@gic EDDY, B2B 360, and B2B 360 Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
Copyright 2013 SAP AG / INTERNAL & PARTNERS
TABLE OF CONTENTS
1. 1.1. 1.2. 1.3. 1.4. 1.5. 1.6. 2. 2.1. Demo Script Overview ........................................................................................................................................ 4 Demo Description ................................................................................................................................................. 4 Intended audience ................................................................................................................................................ 4 Protagonists ......................................................................................................................................................... 4 Business Pain Points ............................................................................................................................................ 4 Key Messages and Value Proposition ................................................................................................................... 4 Storyflow Summary .............................................................................................................................................. 4 Technical Requirements .................................................................................................................................... 5 System Access Information .................................................................................................................................. 5
2.1.1. System Landscape ........................................................................................................................................... 5 2.1.2. Users ................................................................................................................................................................ 5 2.2. Release for Used Components ............................................................................................................................. 6 3. 4. 4.1. Demo Script ........................................................................................................................................................ 7 Appendix............................................................................................................................................................70 Document Updates Notes ....................................................................................................................................70
1. DEMO SCRIPT OVERVIEW

1.1. DEMO DESCRIPTION
SAP Strategy Management 10 overview that shows features, functions and value proposition of aligning strategy and execution in an overview fashion.
1.2. INTENDED AUDIENCE

c-level executives
1.3. PROTAGONISTS
Demoadm key KPI is profit in the International Motors context
1.4. BUSINESS PAIN POINTS

The demoadm user needs to familiarize themselves with the strategy solution and how decision-making becomes so much easier with SAP Strategy Management at their finger tips.
1.5. KEY MESSAGES AND VALUE PROPOSITION

Users get access to all relevant information in a single view, eliminating the need for multiple views/analysis to get a quick understanding of how the organization is executing towards the strategy. Version 10 brings several enhancements to the homepage and UI that will improve user productivity and ease of use. The demo will show how to use the SAP Strategy Management application to allow you to link goals, initiatives, and metrics to ensure you are aligning your organizations execution to your corporate strategy. This capability is delivered in an easy to use application that employees throughout the enterprise can leverage to understand how their tasks contribute to the success of the corporate strategy, allowing you to improve your organizations performance.
1.6. STORYFLOW SUMMARY

Starting with the homepage, a user is shown the benefits on using SAP Strategy Management throughout the course of their monitoring and planning of financials. Each tab is highlighted as the user would move through a series of investigations after monitoring performance on the KPI PROFIT. The application shows how to speed up the normal monthly / quarterly review process and most importantly put some structure around it. Traditional approaches using Excel or PowerPoint lead to not my numbers excuses; this removes all of that because the data is fed automatically from the Strategic Management Application, keeping everyone on the same page. Illustrating how the SAP Strategy Management Application allows you to link together your goals, initiatives, and KPIs provides no only execution alignment but also helps improves the overall performance of your organization.
2. TECHNICAL REQUIREMENTS
2.1. SYSTEM ACCESS INFORMATION
2.1.1.

System Landscape
This demo scenario uses the components: SAP Strategy Management. This demo scenario can be used in the SAP Demo Cloud Lean Showrooms For more information on Lean Showrooms and which image to select see the Reference Guides available on the Analytics - EPM Wiki (Internal)
2.1.2.
Users
Password Component
Predefined User (Role)
Demoadm
sbo123
Administrator (all)
OS logon / password
demoadm
sbo123
NWA (NetWeaver Administration)
demoadm
sbo123
DemoLauncher logon / password
demoadm
sbo123
SSM Tools logon / password
demoadm
sbo123
PAS
Admin
<no password>
MaxDB Studio login information
SAPJ2EDB
sapsap
PAS Link ID Machine name user for model connections
SAPJ2EDB
sapsap
pipadmin
Support2
2.2. RELEASE FOR USED COMPONENTS

Support Pack Software Component Release
SP7
SAP SSM
10.0
3. DEMO SCRIPT
What To Do What to Say (include necessary Screenshots)
From the favorites folder click on SSM to get see all demo content choices. Click on the Strategy Management (first of 3 links) under the International Motors database heading.
Business users administer the application, reducing the reliance on IT Fully web based allowing easy deployment Only SAP offers data entry & approval as part of Strategy Management Approach Integrating Goals, Initiatives, and Metrics in business context Product managed by a Business Administrator End user interface to allow for data entry via a browser or via an Excel file.
What To Do
What to Say (include necessary Screenshots)
SAP Strategy Management is a 100% web based application, easing deployment of the application across the enterprise. Depending on your role in the organization, you may have the option of logging into the end user interface, the entry & approval interface or into the administration component of the application. Its important to note that the administration of the application is designed to be managed by business users not IT. Administrators can define the data elements, set thresholds, define goals & objectives, etc. The entry & approval interface is a critical component often overlooked by traditional strategy management vendors. This interface allows you to easily enter target and even actual details that are not already captured in a source system. The interface includes full workflow to ensure that users receive necessary review/approval prior to submitting data into the application. NOTE: When an image homepage is first launched it sometimes will not launch the dashboards (could be blank). If this happens, hit F5 to refresh or close the homepage and relaunch (more than once may be required) until they both load. You can also try clearing the browser cache (IE tools internet options and in the general tab, click on delete to get rid of the browsing history/temporary files cache). They take 10+ seconds to load after the homepage has loaded so make sure to wait and be sure they havent loaded before retrying..
Easily customized user interface increases user acceptance

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What To Do
Stop-lighting provides a quick, visual cue of areas requiring attention Designed with a user in mind by delivering personalized relevant information that can be customized. Red-yellow-green stop-lighting provides a visual cue into how the business is performing.
As you log into the application, you see the information you have configured that is most relevant to your role presented in the homepage. The SSM homepage is organized as a collection of panels or views within which specific types of content is displayed. This may include objectives, initiatives, and KPIs you are responsible for managing on a daily, weekly, or monthly basis. Users get access to all relevant information in a single view, eliminating the need for multiple views/analysis to get a quick understanding of how the organization is executing towards the strategy. So before we move into the typical path a user may follow, lets explore the elements on the home page as well as a few basic concepts about the application. Notice at the top of the page we have an element called Context. Context is what allows you to provide various views for different types of users within the organization. Contexts are completely configurable to your organizations requirements, and could represent geographies, departments, business units, or any other type of segmentation you wish to use, even functions or processes.
What To Do
Click on the Context Map drop-down box and scroll to the end Click on the last item in the Context drop-down called Context Map To expand the hierarchy, click on the small triangle pointing to the right on the left side of each context.
The Context Map window is accessed from the any page by clicking the Context drop-down and choosing the last link in the context list called Context Map. From this single window you can see the complete context hierarchy on the left, as well as a status gauge indicating the overall performance of the context. And then on the right the icons allow you not only to switch to another context but conveniently go directly to the page you want to visit by clicking on one of the icons so for example you can go directly to the scorecard for the North America context.
Copyright 2013 SAP AG / INTERNAL & PARTNERS 10
What To Do
Finally, its worth noting that access rights are respected so a hyperlink on the Context Map is not accessible if the user does not have permission to see that context.
Click the Personalize link on top right Click save or cancel depending on what you would like to show Uncheck the lock panels to allow for the dragging/dropping of the homepage panels to organize them as needed. Check it again when you are done to lock them in place.
SSM makes it easy for the user to configure both the choice of panels and the sequence (or layout) of these panels on their homepage. If we click the Personalize link on the top left we open a dialog box where you can add or remove those items you wish to view. Additionally if you can uncheck the Lock Panels box you can then drag and drop the visible panels which you can do with your mouse to easily move the panels around to create the arrangement you want. When done, simply check the lock panels box again.
What To Do
Its worth pointing out that everything on the homepage including the configuration is out of the box functionality. And what I changed is my own personal homepage not everyone elses. And that the configuration is something end users do without calling or involving IT.
Click Manage Subscriptions link in the Inbox section of the homepage
The Inbox panel displays SSM alerts that are of interest to the user. A user can choose which types of Alert to receive, using the Manage Subscription feature. The user can select the Initiatives, Perspectives, Objectives and KPIs they are interested in, and specify when they should receive alerts about them. The user can choose whether alerts are sent by email, as well as being displayed in their SSM Inbox. Each user can define their own personal set of Alert subscriptions.
What To Do
The Object Link allows the user to drill into the Objective, KPI etc, to investigate the cause of the alert. Having reviewed an Alert, the user can choose to mark it as read, or delete it. Click the second to last icon on the Detail Dashboard title bar of the area to open the first dashboard in full view.
SSM supports the concept of embeddable content and allows other content types to be embedded in the homepage. This includes PDFs, MS Office content and most importantly SAP Dashboard (Xcelsius) visualizations. So here on the RHS slide we see we have an embedded SBOP Dashboard visualization.
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What To Do
After discussing X out of the window containing the dashboard to close out the dashboard and entire IE popup
The data used to drive this visualization could be coming directly from SSM using a Web Service we provide to directly connect to the SSM database or it might be coming from another data source.
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What To Do
Click the drop down for Context that is set to International Motors to view the hierarchy of Contexts We will start our demonstration at the top level Context: International Motors Under My Objectives we see that the status for Achieve Profitable Growth is orange. Under My KPIs we see that there a few KPIs contributing to this yellow status: Profit and Sales Volume, in particular are both underperforming and are experiencing a downward trend. Click on the Profit KPI under My KPIs
Lets assume you are a user responsible for the overall strategy & performance of the organization, and therefore want to begin with the International Motors context. You immediately notice that both KPIs are trending downward with Profit in a red status. To better understand why this metric is underperforming, you want to drill in to understand the reasons for the variance.
What To Do
Highlight the various sections of the Scorecard (Description, Associated Link, Measures) DO NOT CLICK on any link in this view until you have tested it out at the place you are demo-ing from. Internet access, for example, varies between demo locations. Focus discussion as described on the KPIs Score and Score history and explain Gap Performance
SSM is focused on providing the details to drive accountability & improve communication The alignment of objectives to metrics bridges the gap between strategy & execution. By clicking on the Profit KPI, you immediately see the scorecard for International Motors Corp. On the right hand side you see details about the KPI = Profit such as description, type of indicator (leading, lagging, quantitative, & qualitative), etc. All these indicator types are packaged and delivered with the application allowing you to quickly setup and deploy metrics throughout the organization. Many organizations have their own terminology applied to managing KPIs/metrics. One of the key benefits of the SAP solution is that it is extremely flexible, allowing you to easily modify the nomenclature within the application to better align with your organization. In addition to the details about the metric, you can also quickly see who is responsible for this KPI. Associating responsibility to each KPI helps drive accountability in the organization and ensures everyone is on the same page.
What To Do
At this point, weve explored some details about the KPI, which many scorecarding applications provide. However, the key to ensuring execution is aligned to strategy is to understand how these KPIs are affecting the objectives of the organization. In this view, you see which objectives are linked to this KPI, allowing you to quickly see how this KPIs underperformance is affecting your ability to deliver on the corporate objectives. In middle of the page, you see the various measures: actual, target & the score. Many customers have found that when they look at a particular metric, sometimes the number 96.4 is good, sometimes it is bad, depending on the metric and the goal (reduction, achievement, etc.). One way to make this more easily understandable to your organization is to institute a best practice approach when scoring metrics. This easy-to-setup scoring system normalizing all scores we call it the grade school methodology. In this case, the score of 96.4 is shaded red. This shading is based on the configuration of this particular metric and defined threshold levels. Sometimes, nothing but a score of 100 or greater is accepted as is sometimes the case with costs, for example. If you spend out of budget, you automatically scored below average. As you analyze the performance of this metric, you may want to look back in time to understand how this metric performed in the past. You can easily do this by selecting prior month, prior quarter, prior year, or even a daily timeframe, if desired. You also see the ability here to measure gap performance. Lets take a quick example to better explain gap performance. Lets say you have revenue as a metric you are measuring. In many industries, the quarterly revenue target grows throughout the year. The gap performance takes this into account and helps determine whether the gap between target & actual is increasing as opposed to just the actual dollar variance. Gap Performance drives the trend arrow based on the Stable Gap Performance Range set by business user in Admin.
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What To Do
Change the Focus from Entity to Region and make sure include parents is checked
Double-click on Total Region, then South to drill down to the state level to get to the most granular level of analysis and youll Louisiana is bring us down the most Change the focus drop-down to product Click on Total Product and then Sedans, then the X100 Sedans. Youll notice that the X100 Sedan has the highest Profit numbers NOTE: To go up select the Up arrow
Powerful drill down to detail still linked to objective performance Unified place to access all performance related information Drill down analysis is provided in the same window versus having to go into a separate application. Customers can load detailed from multiple sources and Strategy Management facilitates the analysis of that data in an easy to use, graphical nature. The benefit of this exercise is that it allows me to do some quick analysis at a given point in time Focus drop down allows multiple dimensions/drill paths Many vendors limit this to one due to technical limitations. OLAP vs. RDBMS
At this point, you have been analyzing this metric at a corporate, or consolidated, level. However, it is often helpful to understand the details contributing to this KPI to identify where the problem occurred. The scorecard provides drill down analysis, allowing you to drill down into regions, departments, products, stores, or any other information relevant to your organization. Some customers, such as Sears, even allow drill down all the way to a SKU level, providing detailed performance analysis tied to the overall objectives of the organization.
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What To Do
For Profit you notice issues throughout the regions allowing you to identify the problem is not limited to a single region, but is widespread throughout the entire regional area. With the X100 Sedan line as the highest Profit generating vehicle, we can also drill down by product and see its also under -performing.
Click on the #1 (next to comments) Here you can see what comments have already been attached to this KPI. In addition you can create your own comments. Click on ADD In the Subject area enter Profit is not meeting expectations In the Comments area enter Profit is not meeting our current expectations. It looks like the worst culprit may be in Louisiana Sam, please research. Check on comment does not expire. Select SSM_Executive under Roles. Use the >>to move it over to the Selected Roles area Select SAVE. You will receive a message popup the comment has been saved. The comment will then appear in the Comments dialog box.
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What To Do
Click on the # of comments, to view your comment inbox. Note that the comment can also be sent via email notification to Sam.
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What To Do
Only SAP offers the ability to add textual commentary in context to goals & objectives Traditional scorecarding tools not only do not provide for textual commentary, but the commentary is not delivered in context with the goals & objectives.
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What To Do
Reduce time and effort of storing and searching for performance information in email silo. Store relevant information in business context.
After analyzing information to better understand the variance, it is often helpful to be able to communicate this information to other users in the organization. Users typically have to leave the BI application and go into the email silo to do this. As you can see, you can easily add a comment associated with this KPI. Comments could be explanations of performance, or action oriented items. You can specify exactly which users should have access to this comment, and set an expiration date, if applicable. SAP is the only vendor to provide rich comment collection capability, while still ensuring the commentary is linked to KPI performance and the objectives & goals.
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What To Do
Lets assume that Sam is now looking at his scorecard and sees the comment associated with it. Sam could then select the associated link for this KPI titled Planning and Consolidations to go to SAP Planning and Consolidation EPM Solution (DO NOT CLICK ON THIS URL AS ITS DIFFERENT FOR EACH DEMO LANDSCAPE)
Superior collaboration delivered through threaded discussions Automatic email notification ensures users are up to speed on latest information Strategy Management offers threaded discussions in context, thereby improving communication and the likelihood that goals are achieved and that issue are raised and dealt with. Users can self-subscribe to commentary alerts. Lets say a different user comes into the application now with access to this same metric. Notice the user can immediately see there are unread comments available.
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Sam is able to then analyze detailed information that is contributing to the downward trend in Profit
Links to other SAP and non-SAP applications from one central data entry point. No need to search for information from outside the SSM application. Strategy Management empowers users by providing access to other sources of information that reside outside the SSM application through hyperlinks to these other data sources. This allows users access to critical information they need to make timely and accurate informed decisions allowing them to respond quickly to changing market conditions.
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Sam returns to his scorecard at this point and updates the KPI with a reply to the comment. Click on 1 once again next to Comments. Select the comment by clicking on it. Click the Reply link In the Comment box, enter a comment in the response area such as Issue seems to be regional as well as with the new X100 line. We need to further examine the profit drivers in the Southern US especially with this years new line, X100 and its availability. Click the Save button Click Close You can see the reply is now documented in the Comments Dialog
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As you read the comment regarding issues across the board, you may want to post a reply to this comment. Notice the application not only allows users to attach commentary, but also supports threaded discussions! Users can also elect to receive comments via email, but it will always be linked to the object (Objective, KPI, Initiative, etc) in the application.
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Select the Initiatives Tab Click Administrator, Demo under the Owner (Team) column A pop up will appear that details the team members associated with this project. Click close to close the popup
Instant visibility to the responsible team members drives accountability By linking projects/programs/initiatives with business goals and KPIs (can be seen under Details link) SAP helps increase management visibility into and reduce the amount of time it takes to gather/report at a strategic level Program details can be sourced from a project planning application, providing a single repository that directly ties the projects & initiatives with goals of the organization. Detailed project team information further drives accountability. After reviewing the comment, lets say we want to look at the Availability for X100 Model initiative as the reply suggested. This effort is one of several initiatives defined for this objective. In this view, we see current performance for the initiative, as well as the owner of the initiative and his/her team. Many initiatives involve cross-functional teams and it is often difficult to determine who is involved with the initiative. SAP allows users to immediately see the teams, improving communication & collaboration.
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Click on Show Filters at top select Score Items = Achieve Profitable Growth and Status KPIs = Profit in the dropdowns and click Go. This filters the list so only the Availability of the X100 initiative shows. Click on Reset Filter
Notice you can also see budget, schedule status, and the KPI status linked to this Initiative, in the case of Profit, indicating how the initiative is performing compared to expectation. The linked KPI allows us to monitor whether or not the Initiative is having an impact on its related KPI. The budget and schedule information can either be populated from a source system (project planning, etc.) or can be entered directly into the application. Notice comments can be associated with the initiatives, too. This particular initiative is scheduled to be completed by August 2011 so we can quickly identify it is running behind schedule (based on milestone statuses). Select the Fishbone Diagram tab (bottom of page) Next select the Milestone tab (on the bottom half of the screen)
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Also click on the second tab called Impact Diagram The milestone tab shows you a view of the percentage completion for each milestone
SAP delivers powerful visualization techniques to allow easy identification of problems Fishbone diagram quickly displays bottlenecks, allowing users to identify & correct problems expediently To understand the bottlenecks that are causing this initiative to fall behind schedu le, its often helpful to view the Fishbone Diagram to see dependencies between the milestones & key tasks. Here you can see there are several milestones that missed their scheduled completing date, and you can even drill into the detail to identify the sub-milestones/tasks for each milestone. No other strategy management solution offers the complete end to end management of objectives, KPIs and initiatives as you have seen with SAP. This holistic approach to strategy management allows you to identify challenges to meeting strategic goals, and quickly identify the reason for the problem by offering transparency to all the details related to the initiatives that support that strategic goal.
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Select the Scorecard tab Click on the objective Achieve Profitable Growth Click on Arrow next to Subjective Assessment (small triangle in the Mar11 area highlighted) Select Add Subjective Assessment Set Status Indicator dropdown to On Target Add Explanation Click OK
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SAP offers the ability to add Subjective Assessments to KPIs and Objectives, that allow users to add additional context to performance Traditional scorecarding tools only provide status information based on the gap between actual and target data. Subjective assessment can provide an additional indicator, which can be based on a much broader range of factors.
Having reviewed the underlying data and Initiatives, the user is comfortable that the problem is under control, and direct profit will be back on track within the next few months. So even though the calculated status indicator is red, the user wants to make others aware that the situation is not as critical as it may seem. Since the user is the owner of the KPI, he/she can do this by setting a Subjective Assessment indicator. In this case the user, decides to set the Assessment to yellow, and then adds some explanatory text. Now, when another user looks at this KPI they can immediately see that the actual vs target calculation is
generating a Red status but the KPI owner feels that the long term situation is not so critaical, because of the yellow assessed indicator. If the calculated status was red, and the KPI owners assessment was also red that might indicate a greater cause for concern. Conversely, the Profit indicator may be Green but the KPI owner knows there are factors which may turn it red in future months. Setting a red assessment indicator could be an early warning of this. (As an example, a key supplier may have gone out of business. This is likely to disrupt availability of raw materials and increase procurement costs which will hit Profit. The KPI owner can highlight this risk by setting the KPI assessment indicator to red.)
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Select the Scorecard tab Click select date and in the popup drop-downs put in Oct and 2011 Here we can see where we were in a former period of time Change the date back to March and 2011 (latest date the data is available our current period)
SAP Strategy Management provides decision makers with the tools they need to see transparently within and throughout their organizations infrastructure. This visibility provides them the opportunity to make informed decisions that are pro-active and focused to address problem areas that are critical to an organizations overall success. No other software vendor in the Enterprise Performance Management space has a comprehensive and integrated tool set to make this happen together with a lower total cost of ownership.
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Select the Home tab at the top of the page.
Integration with Risk Management Embedded Risk Management Heatmap Key Risk Indicators associated with objectives ____________________________________ Now that you have seen a typical user scenario in SAP Strategy Management, lets go back to the home page an d start to look at some other key areas of the application. Starting with My Bookmarks. SSM allows users to set Bookmarks. Whilst navigating through SSM, users may find views of information that are important to them. A user can Bookmark that view. This will create a new link in My Bookmarks. The user can click on that link to go directly back to the important view. A user can create any number of bookmarks, and each user can create their own personal set of bookmarks based on the information that they are specifically interested in.
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Select the Strategy tab
Customers have the ability to import their own strategy maps unique to the organization or even to the various contexts in the enterprise Strategy Management delivers Balanced Scorecard Methodology, a key requirement for many organizations Communication of strategy is easily facilitated, ensuring all users are on the same page In the strategy area, you have the ability to communicate the strategy of the organization in a variety of views. Most customers like to import their own visual diagram/map that shows the strategies in a goal diagram. If your organization has a goal diagram, you can import into the application so users see the same information here as they would see in other corporate communications. If you do not yet have a goal diagram defined, the application will generate an image for you to allow users to easily visualize the various strategic goals and how they fit together to form the overall vision/mission of the organization.
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Click on Delight the Customer objective Click the X to close
Notice that the goal diagram is not just a static image within the application. You can easily associate the goals within the image to the goals you have established in the application, giving users the ability to interact with the goal diagram to see details for each objective. In this case, you can see the responsible person, initiatives tied to this objective, and the KPIs that have been linked to this objective to measure performance.
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Select the Context Drop Down Select Production (to get it to show you may have to click on the Production Diagram or Goal Diagram 1 link on the top for it to show)
In addition to managing the corporate goal diagram, many customers have discovered that the application is very flexible allowing you to manage things outside the corporate strategy.
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Application is extendible to business processes beyond corporate strategic planning/management offering a higher ROI For example, by changing to the Production context, you see a process type diagram. In this case, we are talking about an order to cash process, where the process diagram has been imported into the application. Just like we discussed with the goal diagram earlier, you can import the process diagram and monitor each step within that process, giving you the flexibility to extend the application beyond a traditional strategy management perspective. Lets return to the corporate perspective and discuss a few other ways you can visualize your strategic goals.
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Select the International Motors Context again Select the Pathways link at the top Click on Be auto buyers #1 choice Click the X to close the details box
Click on the Strategy Diagram link
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Pathways help the organization see long term strategies/visions Visualization techniques ensure all users can see impact of execution on overall strategy One powerful visualization technique is called Pathways. SAP is the only vendor to deliver this capability. Lets take a look at an example of how Pathways can help you manage your long term strategies. Typically, we assume a particular time frame, usually 6-18 months, when we talk about strategy. However, most organizations also have a high level long term vision that may span 3, 5, or 10 years. Pathways allow you to set the long term vision so users can easily see the direction the organization is heading. In this example, the organization has 3 long term goals or pathways: 1. Gain market share 2. Be the auto buyers # 1 choice 3. Ensure financial stability
As we have seen elsewhere in the application, you can easily see additional detail for any of the pathways by simply clicking on it and gaining access to the associated objectives, etc. for each pathway. You also have the ability to identify how the organization is progressing in terms of the long term strategy. In this case, you see that you are behind schedule in achieving these long term goals. Pathways ensure users are not only managing to the short term strategy, but are also keeping the long term direction of the organization in mind. In summary, SAP Strategy Management offers a variety of ways to help users visualize and effectively understand the strategic objectives of the organization, which is the first step towards aligning execution to strategy. Click on the Initiatives tab Click on Increase the availability of the new X100 line across all regions initiative (highlighting it) Click the Edit link (top left) to open the initiative details for this initiative
Next, lets take a look at how we begin to align the organizations execution to strategy. As we discussed earlier, SAP Strategy Management is the only application to deliver initiatives tied to strategic goals and objectives to more effectively measure how the organization is performing. You can easily define as many initiatives as you need and link them to associated objectives allowing us to not only measure performance for a specific objective, but also see the detailed plans/programs being used to ensure the realization of the objective. Earlier, we looked at the Availability for X100 Model initiative. Lets take a more detailed look at the options available for this initiative. It is very easy to create an initiative. Lets look at the details for the Av ailability for the X100 Model initiative.
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Point out the Use the Value from FIM checkbox (in this demo version you can only talk about it and not yet show it) Note also drop down at bottom that shows the selection of the linked KPI (Profit).
As author of this initiative you can quickly enter/edit all the associated details, such as description, who is responsible for the initiative and which objectives this initiative supports. You can also set additional links to external documents or systems, such as a website or a project planning application. The Actual and Budget data can be manually entered or imported using SAP Financial Information Management (FIM). This allows data to be imported from a wide range of different data sources, including other EPM solutions,
ERP applications, flat files and relational databases. On the initiatives details you can see links that allow the Budget and Actual data to be configured to be pulled any other SAP systems via FIM. Dynamically pulling data via FIM planning and forecasting for example, greatly reduces the effort required to create, update and align, strategic and financial plans and helps produce more accurate and meaningful plans that are aligned with top to bottom from the high level strategy down to the lower level operational plans. It is important to note that this application is not intended to replace your project management application but designed to summarize that information and give users visibility into the project details within the appropriate context. Click on the Impact Diagram tab (second half of screen near the milestones/impact diagram tabs)
The key reason for instigating an Initiative is to improve performance. The Impact Diagram allows users to assess how well Initiatives are improving performance. Once an Initiative is underway, the user can plot KPI performance against the timeline of an Initiative and its milestones. The user can then see how much the completion of each milestone is improving the KPIs performance. This is equally valuable after Initiatives have been completed. Users can look back at Initiatives and assess the impact they had on KPIs, and therefore assess how successful the initiatives were. Successful Initiatives may then be repeated in other parts of the organization for example.
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Click on Increase the availability of the new X100 line across all regions initiative (highlighting it) Click on Prioritization Matrix link at top
Most organizations have no shortage of goals & initiatives they would like to pursue. However, this has to be carefully balanced with the time and resources the organization has available. The prioritization matrix allows you to prioritize the initiatives, ensuring that the most important, urgent initiatives receive the most attention, allowing initiatives of lesser importance to fall to the bottom.
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Select the upper right doc which is large and blue in the matrix. Once clicked, youll see that the bottom half of the screen populates the milestones and submilestones and highlights in yellow on the matrix those associated with it. Click on the Initiatives Summary icon Prioritization matrix provides quick insight into critical initiatives that are falling behind and reprioritize resources to ensure the most important initiatives are successful
Here, you see the bubbles that represent the detailed initiatives, laid out in a matrix type of view to allow you to quickly and easily focus on areas that need attention. Just as weve seen elsewhere in the appl ication, this matrix is very interactive, allowing you to see all the relevant milestones & sub milestones required for this initiative. This capability allows you to quickly identify the reason for problems and what is required to get the initiative back on schedule. You also can see other initiatives in play and may choose to re-allocate resources to this critical initiative to ensure it gets back on track.
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Select the Scorecard tab Select Reduce Cost of Service (objective in list)
Click on the icon in the upper right corner second one after Display Click on the down arrows and up arrows (3 small triangles) to show collapse and expands of the older scorecard view.
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Below the horizon indicator ! (Abnormal KPI Performance) helps management team identify issues before they impact overall goals. _________________________________________ Earlier we looked at various ways of visualizing strategy. In a similar way, SAP delivers different ways of analyzing the performance. In the scorecard view, we see the big picture view of how objectives are organized and performing. Notice that even objectives that are performing acceptably, such as provide no bargaining price structure, may have warnings associated due to underperforming KPIs. You may wish to drill into this objective to understand the KPIs better. Earlier we looked at various ways of visualizing strategy. In a similar way, SAP delivers different ways of analyzing the performance. In the scorecard view, we see the big picture view of how objectives are organized and performing. Notice that even objectives that are performing acceptably, such as Reduce Cost of Service, may have underperforming KPIs. You may wish to drill into this objective to understand the KPIs better.
This scorecard view is new in 10 and the default, but you can go back to the classic style by click on the icon and it will show the same info Highlight key areas (Description, Associated Links, Calculation Methods)
Select the second subtabs called related items
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SSM delivers robust collaboration to ensure everyone is on the same page and can efficiently and effectively communicate about strategy Weights and thresholds are controlled and set by business administrators Collaboration is key through every part of this application.
Similar to the view we saw earlier for the KPI scorecard, here you see the scorecard for this objective. This not only includes structured information (actual, target, score, etc.), but also includes unstructured information, such as supporting files, links to external sites, etc. The application administrator has the ability to define the calculation methodology for each objective. In this case, a weighted average is being applied to the 4 KPIs linked to this objective. This methodology allows you to assign heavier weighting to more important KPIs, while still including additional KPIs that may have less impact on the overall performance of an objective. Many strategy management methodologies, including the Balanced Scorecard, have the concept of cause and effect relationships between Objectives. The Related Items tab allows the user to review these cause and effect relationships. In this example, the presumption is that achieving the objectives to Create Best in Class Dealer Network and Develop New Distributor relationships will help to drive the achievement of the objective to Reduce cost of service. The indicators on the diagram show how each Objective is performing, and so the user can start to assess whether the cause and effect relationship is working as expected i.e. when driver objectives turn green, the outcome
objectives should tend to turn green shortly afterwards. Click on the All Underlying Items tab Click on the Market Share KPI second in the list Click on the Total Region and drilldown through the hierarchy to the dealer level. Talk to the fact that you can also further filter from this level to a more granular level such as customer. Select the Overall link to return to the scorecards objective view
You can also drill into any of the KPIs associated with a particular Objective, by simply clicking on the KPI name in the list. Note that details regarding the particular KPI are provided to you in one user interface. Here you have the option to drilldown by region to the dealer level. You also have the option to filter on those dimensions to a further level of detail, such as customer. After understanding the details of the underperforming KPI for this objective, you may wish to return back to the scorecard. Notice the application automatically provides users an easy way to navigate back to where they came from, ensuring high user adoption of the application.
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Select the Scorecard Emphasize the column details and then click
on the icon You can select more columns now to view Select the Actual % Change, Previous Target and Target % Change Click OK Point out the change to the columns as a result of the selections made, and that we now see the initiatives as well as the KPIs.
Consolidated view of all KPIs for particular context ____________________________________ The new Scorecard overview gives users a single, comprehensive view into how well their strategy is doing. Notice the KPIs are still organized by perspective, just as we saw in the objectives view before, offering the standard balanced scorecard perspectives in 2 different views. SAP Strategy Management is certified for the balanced scorecard methodology. However, many customers want
flexibility in deviating from this methodology, so the application is designed to allow you to configure perspectives, objectives, KPIs, etc. according to your organizations requirements. Just as we saw earlier in the objectives scorecard, all pertinent information about the KPI (Actual, Target, Score, etc.) is available as part of the scorecard. By clicking on the Select Format link at the top I can change the format of the overview page I can select which columns to display.
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Click on Advanced Filters in the upper right corner. Select Below Target from the Status drop down (top middle drop-down) Click Go
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Click Mark this Page In the Link Name box, enter Objective Below Target Use radio button to denote this is an internal or external link and type in a name (like Objectives below target and Click OK Click on Reset Filters Click on Basic Filters to remove the advanced filter options
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Allows users to quickly save and get at favorite/key information. __________________________________ With a simple click, you can also mark this page, which adds a bookmark to your homepage. The bookmark will allow you to quickly navigate back to this view at a later time. Alternatively, most employees in the organization are users of SAP Strategy Management, but there are often occasions where it is helpful to email a link to a specific page within the application. For example, lets assume that you need to share the corporate scorecard with another user. Find the view you want in SSM an d when you Mark this Page you have the choice of marking the page for yourself to be added to your homepage OR you can generate the external link you can then email or share with others outside the system. The email recipient can then follow the link to go directly to this page.
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Click on the Scorecard Comparision link at the middle top of the page
The scorecard comparison is another view that more easily allows users to compare performance across functional and organizational units and against benchmarks. Users can select the contexts they wish to compare and what information to display for the contexts.
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Click SELECT at the top Right of Page In the select contexts to display select North America and Europe and then use the arrow buttons to move them to the selected column. Then Click OK
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For example, I want to compare performance of geographic regions, say America and EMEA and I want to see
status, trend and if any KPIs are showing abnormal performance or maybe I want to compare minivan versus SUV sales and see actuals, target and scores then Id select those contexts and columns.
Select the Scorecard tab Click Reset Filters (screen may look different depending on how you filtered) Click on basic filters in the upper right corner to hide the advanced filter options Click on the small icon under the reset filters button youll get a popup here to choose collapse all or expand all choose collapse all and then click the + sign next to international motors to see all the perspectives scores. Then click on the + sign next to the Financial perspective to see all the Financial objectives and their scores.
After reviewing the key areas of the application in a bit more detail, lets return to a typical scenario you may
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encounter.
OPTIONAL SECTION ON EXPORTING INFORMATION OUT OF SSM: Click on Export Give the file a name and then click save. You can open this later in excel (if needed)
There may be occasions when it is useful to analyze data from SSM in other applications, for example, in spreadsheets. You can quickly extract data out of any SSM scorecard by first creating the view with filters that you
want to see and then clicking on export. You are then offered a dialog bo x to save the information in a csv file anywhere on your system. The exported CSV file can then be opened in an appropriate Spreadsheet application, as required.
Click on the Home tab To create a new briefing book you can do this 1 of 2 ways: Click on the icon that looks like a book in the upper right corner choose Set Default Book OR choose the upper left icon that you used to create widgets/dashboard s The popup will ask you if you want to create a
OR
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new one because there are none click OK
We have seen a lot of information in the demonstration of the application today. For users that regularly work with the strategy & performance measurement, it is easy to find the information you are looking for. However, this information is often summarized at specific points in time, say prior to a quarterly board meeting, and shared with appropriate people. Traditionally, this process of consolidating the information and readying it for presentation is very manual and time consuming. To solve this challenge, SAP delivers operational reviews, which allow you to easily capture relevant information in
the application and publish it to your constituents. Operational reviews have helped our customers reduce the time to gather, consolidate, and publish this information by 60%! Operational reviews are also extremely flexible and easy to use, allowing you to decentralize the process of capturing relevant information. Users can now capture and provide their own operational review for executive management. Lets create a small, sample Operation Review. Choose public so everyone can use it and give it a name and description and then click save Go to a page of your choice, customizing it with filters (on initiatives or scorecard) Go back to the book icon and choose the first option Capture to Book Choose your briefing book from the popup drop-down (should be the only one) and click OK.
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To now review your new briefing book go to the upper left icon and click browse, go to the public folder you saved it to and click open
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WARNING TEST THIS OUT PRIOR TO DEMOING. ON THIS DEMO THERE IS A KNOWN ISSUE WITH THE PERFORMANCE OF DOING THE FOLLOWING STEPS) To forward to each page click on the cover here (first page) or you can click on the previous page to show it
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Briefing Books organize & present information for updates /reviews to stakeholders, in an easy to use book format. They can also Maintain historic records of information, if required. A briefing book can be reviewed online from within the SSM application. Additionally, the briefing book can be printed to a pdf file for viewing offline. It can also be viewed offline using the Adobe Air application. When creating a briefing book, you simply navigate through the SSM application capturing the pages and views that you require. You can add notes to each of the briefing book pages as you go. The briefing book will update each period to show the latest available data. When viewed within SSM the pages in a Briefing Book are active. The user can click on buttons within the pages, to change their format etc.
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The benefit of course is to speed up the normal monthly / quarterly review process & most importantly put some structure around it. Traditional approaches using Excel or PowerPoint lead to not my numbers excuses; this removes all of that because the data is fed automatically from the Strategic Management Application, keeping everyone on the same page. The one thing to take away from this is that the Strategy Management Application allows you to link together your goals, initiatives & metrics to not only provide alignment but improve the over all performance of your organization. In todays demonstration, you have seen an overall view of how SAP Strategy Managemen t allows you to link goals, initiatives, and metrics to ensure you are aligning your organizations execution to your corporate strategy. This capability is delivered in an easy to use application that employees throughout the enterprise can leverage to understand how their tasks contribute to the success of the corporate strategy, allowing you to improve your organizations performance.
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4. APPENDIX
4.1. DOCUMENT UPDATES NOTES

Date Notes
Aug 2012 May 2013 Aug 2013
Adjustment for SDC Add Landscape Information for SDC Lean Showrooms Remove LDL references and removed optional parts on Reports

7838 - SSM 10 - Intl Motors Demo

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DEMO SCRIPT

(INTERNAL AND PARTNER) SSM 10 International Motors Overview Demo

Cross-Industry SAP Strategy Management 10.0 I813359

Date Last Updated

Scenario ID: 7838

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Copyright 2013 SAP AG / INTERNAL & PARTNERS

Copyright 2013 SAP AG / INTERNAL & PARTNERS

1. DEMO SCRIPT OVERVIEW

1.2. INTENDED AUDIENCE

1.4. BUSINESS PAIN POINTS

1.5. KEY MESSAGES AND VALUE PROPOSITION

1.6. STORYFLOW SUMMARY

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Predefined User (Role)

NWA (NetWeaver Administration)

DemoLauncher logon / password

SSM Tools logon / password

MaxDB Studio login information

PAS Link ID Machine name user for model connections

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2.2. RELEASE FOR USED COMPONENTS

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What to Say (include necessary Screenshots)

Easily customized user interface increases user acceptance

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What to Say (include necessary Screenshots)

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What to Say (include necessary Screenshots)

What to Say (include necessary Screenshots)

What to Say (include necessary Screenshots)

Click Manage Subscriptions link in the Inbox section of the homepage

What to Say (include necessary Screenshots)

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What to Say (include necessary Screenshots)

Copyright 2013 SAP AG / INTERNAL & PARTNERS

What to Say (include necessary Screenshots)

What to Say (include necessary Screenshots)

What to Say (include necessary Screenshots)

Copyright 2013 SAP AG / INTERNAL & PARTNERS

What to Say (include necessary Screenshots)

Copyright 2013 SAP AG / INTERNAL & PARTNERS

What to Say (include necessary Screenshots)

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What to Say (include necessary Screenshots)

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What to Say (include necessary Screenshots)

Copyright 2013 SAP AG / INTERNAL & PARTNERS

What to Say (include necessary Screenshots)

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What to Say (include necessary Screenshots)

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Copyright 2013 SAP AG / INTERNAL & PARTNERS

Copyright 2013 SAP AG / INTERNAL & PARTNERS

Copyright 2013 SAP AG / INTERNAL & PARTNERS

Copyright 2013 SAP AG / INTERNAL & PARTNERS

Copyright 2013 SAP AG / INTERNAL & PARTNERS

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