How to Approach Fit-to-Standard Analysis / Design

On Premise
SAP S/4HANA
June 2020

PUBLIC
Purpose of This Document

The purpose of this accelerator is to enable and educate users on the

Fit-to-Standard Analysis / Design process.

The goal is a complete design for the solution enabling implementation to

start in the realize phase.

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 Purpose of Fit-to-Standard Analysis / Design

The primary objective is to run a Fit-to-Standard analysis and then complete a

solution design to move into the Realize phase
• New Implementation: validate predefined solution in Sandbox system
• System Conversion: validate existing processes, review innovations, scope
simplification changes and new requirements
• Drive towards adopting SAP standard processes
• Ensure that SAP implementation meets customer’s business needs
• Training / enablement of customer team on SAP processes and solution
• Discover, clarify and negotiate solution design
• Identify and capture delta requirements using the initial Sandbox system
• Prioritize delta requirements
• Prevent the need for rework during Realize phase

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Introduction: Fit-to-Standard
What happens during Fit-to-Standard Analysis / Design?

Discover Prepare Explore Realize

Fit-to-Standard Analysis Design

1 4 6
Strategic Scoping, Fit-to-Standard 3 Fit-to-Standard 5 Review & Release Configuration
Planning Project Workshop Preparation Fit-to- Fit-to- Workshop Validation Design Design Customer Planning
and Planning Standard Standard  Review Delta Workshops Documen- Sign-off
Solution and Workshop Workshop Requirements (including tation
Discovery Preparation 2 Execution Documen-  Check for Preparation) (including
(using Trial Fit-to-Standard tation Completeness Wrap-
System) System Preparation (including  Prioritization of Delta up/Follow-
Wrap- Requirements up)
up/Follow-up)

Iterative Iterative

Remarks:      
 Planning the fit-to-standard  Pre-configured system:  Process review, system  Reviewing all backlog items  Design workshops/solution  Updating backlog with
workshops (content, system based on SAP demo and discussion of (delta requirements) and design documentation information from design
presenter, participants, Model Company or with delta requirements checking for completeness required for configuration workshops
time, location etc.) SAP Best Practices  Workshop documentation  Double check backlog for and WRICEF objects  Review of functional design
 Testing the relevant  Adding additional sample and (extensive) follow-up missing delta requirements  Design documents and documents/specification
processes in the data if needed activities done after  Prioritization according to functional specification to  Acceptance procedure with
preconfigured system  Extending system by workshops agreed criteria (e.g. be written after customer sign-off
 Define tools and templates selected customer-specific business value, criticality) workshops
 Solution training/self processes  Decide which requirements
enablement for workshop needs to be discussed in a
participants, if required design workshop

© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Legend: Core activities in Explore phase Related activities from other phases 5
 Fit-to-Standard in the Project

Prepare Explore

Scoping, Project Prepare for Fit-to- Fit-to-Standard Identify Delta Prioritize Design Solution for
Planning & Standard Workshop Workshops Requirements Backlog Delta Requirements
Preparation Preparation & Make key
System Preparation Decisions

Complete
Realize documentation

Set up QA system
Phase Closure Solution Set up DEV
environment for
and Sign-off walkthrough system for
testing
Agile Build and unit configuration
test solution

Data
Cleansed Deploy

Design end-user Cutover Phase Closure

String & Integration training and begin Operations
Preparation and Sign-off
Testing documentation Implementation
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Fit-to-Standard: New Implementation

Fit-to-Standard Preparation
 Download and review SAP Best Practices and SAP Model Company documentation relevant for the project (based on known scope)
 Setup Sandbox system 1) SAP set up using SAP Model Company, 2) use SAP S/4HANA Fully-Activated Appliance or 3) activate SAP
Best Practices
 Consultants to review SAP Best Practices functionality in Sandbox and configure system for workshops (quick wins, customer specific
organization units and master data)
Fit-to-Standard Workshops
 Set expectations with the business users; tie all discussion to business value and benefits
 Demonstrate the standard processes and guide customer towards adopting standard
 Identify and document delta requirements
 Prioritize all delta requirements
Design Workshops
 Prepare solution design for the identified delta requirements
 Visualize application for areas that require changes
Prepare Release and Sprint plan for Realize phase
 Prioritize Backlog of delta requirements
 Estimate relative effort of all changes
 Prepare release and sprint plan for Realize phase

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Fit-to-Standard: System Conversion
Fit-to-Standard Preparation
 Analyze and understand SAP S/4HANA Simplification Items relevant for your system using the SAP Readiness Check
 Setup Sandbox system by doing a full system conversion of a copy of the production system
 Consultants to review functionality in Sandbox and configure system for workshops
Fit-to-Standard Workshops
 Set expectations with the business users; tie all discussion to business value and benefits
 Demonstrate the customer processes using SAP S/4HANA and review new innovations
 Decide whether to replace existing SAPGUI transactions with new Fiori apps
 Identify and document delta requirements (some of these will be for SAP S/4HANA Simplification Items)
 Prioritize all delta requirements
Design Workshops
 Prepare solution design for the identified SAP S/4HANA Simplification Items and delta requirements
 Visualize application for areas that require changes
Prepare Release and Sprint plan for Realize phase
 Prioritize Backlog of delta requirements
 Estimate relative effort of all changes
 Prepare release and sprint plan for Realize phase

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Selected Solution Documentation and Dependencies by Project Phase

Scope Fit-to-Standard Analysis Design Solution Build & Test

Design Authorization
Business Process Backlog Delta String
Document by Concept Test Plan
Case Flows Requirements Test Scripts
Scenario

SAP Best
Scope Configuration Unit
Practices UX Design
Documents Requirements Test Scripts
Hierarchy

SAP Best
Functional Technical
Practices WRICEF List
Specs Specs
Test Scripts

Predefined content
Data
Master data
Functional design Configuration Migration
Design
Design
Technical design
Other documents
Organization Integration
Systems Sandbox Structure Design Development Quality
System System System

Prepare Explore Realize

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 Methodology, Content and Tools

Web
SAP Best Practices Explorer SAP Roadmap Viewer
During Discover Phase, browse, view and Discover SAP Best Practices process Discover methodology in the form of an
download SAP Best Practices content. View content SAP S/4HANA roadmap
methodology roadmap online.

SAP S/4HANA SAP S/4HANA Fully

During Prepare Phase, SAP Best Practices for SAP Solution Builder SAP Model Company
Activate SAP Best
Activated Appliance SAP activates processes in
SAP S/4HANA can be set up with the CAL Practices in the system Fast ready to go sandbox in the system
appliance or SAP Solution Builder. SAP activates the cloud
SAP Model Company services.

SAP Solution Manager 7.2

SAP Solution Manager 7.2
During Prepare phase, SAP Solution Manager
7.2 can be used to edit the SAP Best Practices, SAP Best Practices and SAP Model
Project plan Focused Build
SAP Model Company content and methodology Company content
roadmap. “Focused Build” provides a
“requirements to deploy” process for large agile
development projects.

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 Methodology, Content and Tools with Links

SAP Best Practices Explorer SAP Activate Methodology SAP Solution Manager

Review country specific SAP Best Practices Understand the SAP Activate methodology Download SAP Best Practices for SAP
Prepare

content in the SAP Best Practices Explorer • Review Transition to SAP S/4HANA roadmap in S/4HANA content into SAP Solution Manager
the Roadmap Viewer 7.2
Review SAP Model Company Services • Go through ACT10e (SAP Activate course)

Review SAP Best Practices content Download templates for workshops: Use SAP Solution Manager as described in
• Business Process Maps • Business Scenario Design Document SAP S/4HANA On-Premise with SAP Best Prac
• Scope Item descriptions • WRICEF List tices Reference Guide
• Test scripts • Functional Specifications
Explore

• Organization structure Or use SAP Focused Build in SAP Solution

• Master data Backlog including Delta Requirements : capture Manager.
• Forms results from workshops in Excel before transfer to [Link]
SAP Solution Manager 7.2 ns/[Link]
Realize

Activate SAP Best Practices in DEV environment

Finalize Technical Design Store design document and configuration
• Scope determined during Fit-to-Standard
• Technical Specifications documentation in SAP Solution Manager.
Analysis / Design

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Key Functions of SAP Solution Manager
Without Focused Build
Customers can choose which capabilities
of SAP Solution Manager to use in their
project. The following capabilities may be
used in on-premise or hybrid
implementation:
• Business requirements and IT
requirements: central storage of
requirements along the SAP S/4HANA
implementation lifecycle.  
• Project management: plan and
manage the schedule and resources
for your implementation. 
• Process management: uses an
integrated process diagram editor to
provide capability to capture business
process structure, diagrams,
executables, documentation and
traceable links to IT requirements.
Details described in
• Change and release management: SAP S/4HANA On-Premise with
provide change deployment control SAP Best Practices Reference
and risk mitigation.   Guide

• Test management: test and deploy

your SAP S/4HANA solution keeping
track of all test scripts, test cases and
test results

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Focused Build for SAP Solution Manager for large Agile Projects

Prepare Explore Realize Deploy Run

Requirements Management Agile development projects: Modern applications with high Project governance with
within process models from Sprint to Release usability for all involved roles automated status reporting

Focused Build is a turn-key solution to manage large agile development projects.

[Link]

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Explore:
1. Fit-to-Standard Workshop Preparation
EXPLORE: Fit-to-Standard
 Workshop Preparation
Discover Prepare Explore Realize

Fit-to-Standard Analysis Design

1 4 6
Strategic Scoping, Fit-to-Standard 3 Fit-to-Standard 5 Review & Release Configuration
Planning Project Workshop Preparation Fit-to- Fit-to- Workshop Validation Design Design Customer Planning
and Planning Standard Standard  Review Delta Workshops Documen- Sign-off
Solution and Workshop Workshop Requirements (including tation
Discovery Preparation 2 Execution Documen-  Check for Preparation) (including
(using Trial Fit-to-Standard tation Completeness Wrap-
System) System Preparation (including  Prioritization of Delta up/Follow-
Wrap- Requirements up)
up/Follow-up)

Iterative Iterative

Remarks:      
 Planning the fit-to-standard  Pre-configured system:  Process review, system  Reviewing all backlog items  Design workshops/solution  Updating backlog with
workshops (content, system based on SAP demo and discussion of (delta requirements) and design documentation information from design
presenter, participants, Model Company or with delta requirements checking for completeness required for configuration workshops
time, location etc.) SAP Best Practices  Workshop documentation  Double check backlog for and WRICEF objects  Review of functional design
 Testing the relevant  Adding additional sample and (extensive) follow-up missing delta requirements  Design documents and documents/specification
processes in the data if needed activities done after  Prioritization according to functional specification to  Acceptance procedure with
preconfigured system  Extending system by workshops agreed criteria (e.g. be written after customer sign-off
 Define tools and templates selected customer-specific business value, criticality) workshops
 Solution training/self processes  Decide which requirements
enablement for workshop needs to be discussed in a
participants, if required design workshop

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Checklist: Fit-to-Standard Workshops Preparation

1. All project team members need to understand the scope of the project (review existing scope
documentation)
2. Customer team members should complete training pre-requisites
3. Consultants meet business process experts to understand the existing business processes and roles
4. Understand integrated processes and overall system landscape
5. Download and review relevant SAP Best Practices and SAP Model Company documentation
6. Workshops are organized by Line of Business and business area
7. Check the boundaries and integration points between workshops are clear
8. Schedule workshops (book rooms, invite participants, explain purpose/goals)
9. Prepare workshop materials (templates to document results, slides to run workshop, lists of questions
and required decisions)
10. In system conversion projects, documentation from the old ERP solution will be a major input

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SAP S/4HANA Simplification Items

• SAP S/4HANA Simplification Items describe the

functionality change between the ERP suite and SAP
S/4HANA (changed, replaced, removed)
• Relevant for System Conversion projects or existing
SAP customers doing a new implementation
• Each item describes activities on application level
required before, during, and after conversion
• Not all items are relevant for all customers
• With Focused Build SP06 (June 2020) the customer
can import the Simplification Item list into SAP Solution
Manager to trigger requirements/work packages where
appropriate (with traceability to the source)

Available as PDF and as catalog:

[Link]
[Link]
1e7/1909.000/en-US/SIMPL_OP1909.pdf

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System Conversion: 4 Key inputs into Explore phase

Readiness Check 2.0 (RC) Business Scenario Recommendati Fiori Apps Recommendations (FAR)
on 2.0 (BSR
)

• Fiori app recommendations by line of business

• Based on actual usage in production system
• Simplification items check • Compares business key figures with industry
• Custom code analysis check benchmarks
• Add-on check • Findings illustrate opportunities to improve and ABAP Test Cockpit (ATC)
• root causes
Business process analytics check • Detailed analysis of custom code impacted by
• Recommendations on use of new SAP Best
• Active business function check move to SAP S/4HANA
Practices with relevant Fiori apps
• SAP S/4HANA sizing check • Checks your custom code against the
• Highlights relevant SAP S/4HANA innovations
• SAP custom development projects check Simplification Database and shows developers
and their value drivers
• Business warehouse extractors check a list where custom code does not comply with
the structures in SAP S/4HANA
• Data volume management check
• Helps estimate the efforts to adapt your custom
• Fiori Apps Recommendations
code to run on SAP S/4HANA

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Understand the SAP Best Practices: Content in 3 Layers

SOLUTION PACKAGE
A selection of scope items that cover the scope of the SAP S/4HANA and other Line of Business solutions.
Packages can be implemented fully or partially.

SCOPE ITEMS
Typically a pre-defined business process, such as sales order processing. They represents a best practice
implementation choice for a customer. Each scope item has a set of accelerators delivering detailed
documentation that is used during the implementation project. Scope items require specific building blocks to
be implemented.

BUILDING BLOCKS
A setof configuration for a piece of business content such as credit management. The accelerators include
the configuration content to implement the scope item(s) and project documentation for the building block.

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SAP Best Practices Content: Example Project Accelerators

Example Accelerators
• Customer scope presentation: overview presentation of package
SOLUTION PACKAGE • Content Library: web page with links to all the content in the package
• Prerequisite matrix: relationship between Scope Items and Building Blocks
• Admin Guide for implementation SAP S/4HANA: how to activate SAP Best Practices
• Software and delivery requirements: precise software releases required
• SAP Note: additional information and corrections
• Master Data Overview: describes master data used in the package
• Create your own master data: detailed scripts showing how to create master data
• Forms: list of standard forms provided

SCOPE ITEMS
• Scope-item fact sheets: scope description of each scope item
• Process diagrams: graphical BPML process diagram with roles
• Test scripts: step by step process documentation with data

BUILDING BLOCKS
• Activation content: content to automate the configuration
• Documentation of configuration settings can be generated

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SAP Best Practices Process Flows and Test Scripts

Access the scope item process

diagrams and test scripts within the
SAP Best Practices Explorer. Use
these to explain and demo the SAP
S/4HANA solution functionality.

Please refer to the

SAP Best Practices Explorer for
details.

You can download the complete SAP

Best Practices package and use
documentation locally.

Note: Content for SAP Model Company

services is only available in SAP
Solution Manager

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SAP Best Practices Process Flows and Test Scripts

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SAP Best Practices: Download Documents

1. Open SAP Best

Practices Explorer.

2. Click on the download

button to access
Download Manager

3. Start download of the

required country and
version

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SAP Model Company and SAP Best Practices in SAP Solution Manager

• Process models
Get a head start in defining your solution by
selecting from a SAP Best Practices and
SAP Model Company process library
complete with process models, process
diagrams, test scripts, and links to
executables, such as Fiori apps, in your
solution.
• Configuration
Understand and document how SAP Best
Practices are configured and activate or
adjust the configuration in your solution.
• Project guidance
Import (WBS) template based on SAP
Activate methodology to understand the
typical project tasks and prepare your own
projects.

Import SAP Best Practices easily and at no extra

cost in the Solution Administration app in your
SAP Solution Manager 7.2 system.

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Enablement for Workshop Attendees: SAP Learning Hub

Workshop attendees should use the sandbox and test scripts to

step through the standard processes before the workshops start.

SAP Learning Hub: Provides a full digital foundation for SAP

professional education. It is a cloud-based solution with anytime,
anywhere access, which helps professionals, users, or academic
students develop and update skills on SAP solutions as needed,
including preparation for SAP certification exams.

Learning Hub

Implementation Roadmap: Project Team Enablement

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Schedule Workshops
Sample Fit-to-Standard Workshop Schedule

  Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9

  M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F

  Joint Team Fit-to-Standard Workshops Design Workshops Final review  

  preparation and approval
                           
Team enablement workshop approach                          
Joint workshop preparation                        
Documentation & housekeeping                      
Org Structure workshop                          
Financial Accounting (FI)                                  
Management Accounting (CO)                              
Sourcing, Procurement and Supply Chain
(MM)                            
Sales (SD)                                  
Manufacturing (PP)                                                                                          
Delta requirement definition and prioritisation                                            
Workshop output finalisation & signoff                          

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Example Finance Workshops

Workshop Workshop Scope Scope items to be covered

Focus
Finance Finance
Enterprise Structure / Chart of Accounts
General Ledger
Accounts Payable & Receivable J59, J60
Credit Management BD6
Period End Closing FI Accounting J58
Cash Management J78,J77
Asset Management J62
Cost Center Planning BEX,J54
Internal Order BEU, BEV
Standard Cost Calculation (Plan) BEG
Period End Closing "General" Plant BEI
Inventory Valuation for Year End Closing-IFRS BEJ
Profitability and Cost Analysis J55
Revenue Planning BEA
Reporting on Accounting BHA

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Example Sales and Procurement Workshops

Workshop Workshop Scope Scope items to be covered

Focus

Sales Sales
Sales Master Data
Sales Quotation BDG
Sales Order Processing BD3, BDH, BDK, BKJ, BKX, BKZ
Sales Order processing BD9, BDA, BDN, BKA,
Memo's BDQ, BKL
Returns and returnables BDD, BDW
Period End Closing Operations BKK

Sourcing, Sourcing, Procurement and Supply Chain

Procurement
and Supply Procurement Master Data
Chain Operational Procurement BMR,BNX, J45
Inventory and Basic Warehouse Management BMC, BMK, BML
Procurement Contract BMD

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Example Manufacturing and Cross Topic Workshops

Workshop Workshop Scope Scope items to be covered

Focus
Manufacturing Manufacturing
Manufacturing Master Data
Manufacturing Planning J44
Manufacturing Execution BJ5, BJ8, BJH, BJK, BJN, BJQ
Integration Understand SAP standard integration and customer specific
integration
Analytics and Understand requirements for analytics (e.g. reports and charts),
Reporting predictive analytics and planning requirements

Master Data Draw all master data results together and discuss data migration
scope

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Explore:
2. Fit-to-Standard System Preparation
EXPLORE: Fit-to-Standard
 System Preparation
Discover Prepare Explore Realize

Fit-to-Standard Analysis Design

1 4 6
Strategic Scoping, Fit-to-Standard 3 Fit-to-Standard 5 Review & Release Configuration
Planning Project Workshop Preparation Fit-to- Fit-to- Workshop Validation Design Design Customer Planning
and Planning Standard Standard  Review Delta Workshops Documen- Sign-off
Solution and Workshop Workshop Requirements (including tation
Discovery Preparation 2 Execution Documen-  Check for Preparation) (including
(using Trial Fit-to-Standard tation Completeness Wrap-
System) System Preparation (including  Prioritization of Delta up/Follow-
Wrap- Requirements up)
up/Follow-up)

Iterative Iterative

Remarks:      
 Planning the fit-to-standard  Pre-configured system:  Process review, system  Reviewing all backlog items  Design workshops/solution  Updating backlog with
workshops (content, system based on SAP demo and discussion of (delta requirements) and design documentation information from design
presenter, participants, Model Company or with delta requirements checking for completeness required for configuration workshops
time, location etc.) SAP Best Practices  Workshop documentation  Double check backlog for and WRICEF objects  Review of functional design
 Testing the relevant  Adding additional sample and (extensive) follow-up missing delta requirements  Design documents and documents/specification
processes in the data if needed activities done after  Prioritization according to functional specification to  Acceptance procedure with
preconfigured system  Extending system by workshops agreed criteria (e.g. be written after customer sign-off
 Define tools and templates selected customer-specific business value, criticality) workshops
 Solution training/self processes  Decide which requirements
enablement for workshop needs to be discussed in a
participants, if required design workshop

© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Legend: Core activities in Explore phase Related activities from other phases 31
Checklist: Fit-to-Standard System Preparation

1. Setup Sandbox System

2. Consultants review SAP Best Practices and SAP Model Company functionality in Sandbox
3. Configure system for workshops: quick wins and customer specific organization units
4. Set up sample master data
5. Confirm access to process flows for all users
6. Customer team members step through standard processes before the workshops
7. Confirm system is configured to meet workshop requirements

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 Set Up Sandbox System

 4 approaches to set up of Sandbox:

1. SAP sets up one SAP Model Company or assembles

multiple SAP Model Company services
Administration Guide covering SAP Solution Builder.
2. Use SAP S/4HANA Fully-Activated appliance

3. Activate SAP Best Practices manually using SAP

Solution Builder

4. Manual setup without SAP Best Practices

 The Sandbox can be on-premise or hosted at hyperscaler.

The SAP Cloud Appliance Library (SAP CAL) allows
appliances to be deployed quickly to a hyperscaler.

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Explore:
3. Fit-to-Standard Workshop Execution
EXPLORE: Fit-to-Standard
 Workshop Execution
Discover Prepare Explore Realize

Fit-to-Standard Analysis Design

1 4 6
Strategic Scoping, Fit-to-Standard 3 Fit-to-Standard 5 Review & Release Configuration
Planning Project Workshop Preparation Fit-to- Fit-to- Workshop Validation Design Design Customer Planning
and Planning Standard Standard  Review Delta Workshops Documen- Sign-off
Solution and Workshop Workshop Requirements (including tation
Discovery Preparation 2 Execution Documen-  Check for Preparation) (including
(using Trial Fit-to-Standard tation Completeness Wrap-
System) System Preparation (including  Prioritization of Delta up/Follow-
Wrap- Requirements up)
up/Follow-up)

Iterative Iterative

Remarks:      
 Planning the fit-to-standard  Pre-configured system:  Process review, system  Reviewing all backlog items  Design workshops/solution  Updating backlog with
workshops (content, system based on SAP demo and discussion of (delta requirements) and design documentation information from design
presenter, participants, Model Company or with delta requirements checking for completeness required for configuration workshops
time, location etc.) SAP Best Practices  Workshop documentation  Double check backlog for and WRICEF objects  Review of functional design
 Testing the relevant  Adding additional sample and (extensive) follow-up missing delta requirements  Design documents and documents/specification
processes in the data if needed activities done after  Prioritization according to functional specification to  Acceptance procedure with
preconfigured system  Extending system by workshops agreed criteria (e.g. be written after customer sign-off
 Define tools and templates selected customer- business value, criticality) workshops
 Solution training/self specific processes  Decide which requirements
enablement for workshop needs to be discussed in a
participants, if required design workshop

© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Legend: Core activities in Explore phase Related activities from other phases 35
Fit-to-Standard Workshop Flow

Preparation Activities Fit-to-Standard Workshops Follow-Up Activities Workshop Validation

Set up and prepare Document and clarify Review all delta

Demo delta requirements requirements
sandbox system
Solution
Preparation workshop Check backlog for
schedule Update process completeness
diagrams
Detailed preparation for Workshops to validate Prioritize all delta
each workshop process and process steps, Communicate requirements
document delta requirements decisions
Solution training/self and define roles
Define requirements
enablement for Clarify open to be discussed in
customer participants questions Design Workshops

Inputs Outputs
• Contract scope documentation • Backlog / requirement list
• Sandbox system • Decisions, assumptions and business impacts
• SAP Best Practices process diagrams • Process diagrams updated
• Requirement list from bid phase
• System Conversion: SAP S/4HANA Simplification Items and existing WRICEF

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General Workshop Principles

• Preparation meetings with customer business leads to allow them to introduce their business and processes. Allow consultants to
Prepare workshops (not a detailed as-is analysis).
• Plan in detail with templates for workshop inputs and outputs.
• Set boundaries at start of each workshop.
• Provide process, value and strategic context at start of each workshop.
• Check how much preparation attendees have done
• Focus on business value and tie to business case and value drivers.
• Ensure process diagrams include roles (swim lanes): this helps business to engage.
• Prioritize scope and delta requirements.
• Document decisions, assumptions and business impacts of new processes.
• Time box to drive decision making and use a parking lot.
• Produce detailed documentation immediately after workshop and align with customer.
• Formal sign-off of the delta requirements and solution design before Realize phase starts.

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Key Components of Fit-to-Standard Workshops

Set Expectations with Review Process Demo Solution

reference processes

Drive towards standard, identify Delta Requirements, log parking lot Items

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Demo Solution based on SAP Best Practices

Walk through Process and demo SAP

– Make sure business SMEs understand the SAP standard solution
– Rehearse process walk through prior to session, add customer
specific data where applicable
– Show predefined process flows / SAP Solution Manager Process
Hierarchy and SAP Best Practices
– Show standard functionality in Sandbox System and explain concepts
– Discuss how the process fits to customer requirements
– Identify delta requirements and required configuration

 Workshop Efficiency
– Time is limited
– Require participants to review processes prior to workshop to make
informed decisions
– Fit-to-Standard workshops are not training sessions
– Time box to drive decision making
– Table parking lot items

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Classification of Delta Requirements*

Classification Sub-Classification Meaning

Configuration (Fit ) Requirement configured using the standard SAP solution. These include configuration for organization units, business
processes, master data, UIs and SAP to SAP integration; there is no coding adjustment, just configuration.

Authorization (Fit) Changes to standard predefined authorizations or new business roles

WRICEF Technical Delta Requirement that is managed as a development by the project;

One or more sub-classifications may be assigned
Workflow Where the development requirement includes SAP Workflows
Report Where the standard baseline report is not adequate or does not exist and there is a development requirements for an
operational report.
Interface The requirement relates to an interface not provided by the SAP standard solution
Conversion The requirement relates to a Data Migration / conversion routine
Enhancement When a feature is not possible through configuration and an enhancement to standard software is required to be
developed.
Form Any changes to the standard predefined forms apart from company logo and address data

Non-Functional Can be used to requirements relating to other areas such as, system availability, performance, volume handling,
system parameters ..

Process (Gap) A new process that is not part of the standard SAP solution; a development that needs to be specified in detail with
significant solution design.

The classification of the delta requirements is for Information only and to help the review and approval of the backlog items
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC * Focused Build with SAP Solution Manager uses some different terminology for requirements 40
Capture Delta Requirements in Backlog

Identify delta requirements - Listen, Learn, Challenge and Complement

• Once you identify delta requirements, challenge them, drive customer to adopt
SAP standard process where possible
• Capture and validate delta requirement requirements in Backlog template
• What do you need to do?
• How does that work?
Delta Requirement • Why is that important?
• Determine delta requirement owner
• Close the loop to the business case (how does the delta requirement tie to
value?)
• Leverage parking lot to table discussion and drive time line

Tool Set
 SAP Solution Manager – Requirements Management, Business Process
Hierarchy, Business Process Models. Or use SAP Focused Build in SAP Solution
Manager
 Backlog / delta requirement list

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Design Documentation* for Delta Requirements*

Classification Fit-to-Standard Analysis Design Documentation

Configuration (Fit ) • Capture valuable information from the Design workshop (that will help the build and support of the
solution) in the Business Scenario Design Document held in SAP Solution Manager);
enhance SAP Best Practices documentation with customer specific details;
link Configuration units to relevant processes.

Authorization (Fit) • Define an authorization concept and create a role authorization matrix (i.e. Role Mapping Sample)

WRICEF Workflow Capture requirement in • Provide details in the “FS-Workflow” template from the Functional Specifications zip file
Backlog Template **,
WRICEF Report confirm with customer and • Provide details in the “FS-Reports” template from the Functional Specifications zip file
then create corresponding
WRICEF Interface business requirement in SAP • Provide details in the “FS-Interfaces” template from the Functional Specifications zip file
Solution Manager + attach all
WRICEF Conversion additional documentation
• Provide details in the “FS-Conversions” template from the Functional Specifications zip file

WRICEF Enhancement • Provide details in the “FS-Enhancements” template from the Functional Specifications zip file.
Update WRICEF list **
WRICEF Form • Provide details in the “FS-Print Forms” template from the Functional Specifications zip file

Non-Functional • Provide details in a separate Non-Functional Requirement document, or in an appropriate section

of the Business Scenario Design Document

Process (Gap) • Provide details in Business Scenario Design Document (load into Solution Manager) and update
Process Models in Solution Manager; to be determined by the project..

* Focused Build with SAP Solution Manager uses some different terminology for requirements and documents
** Where SAP Solution Manager is used: the requirements should be created in the system as early as possible (ready for review & approval);
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC
the master WRICEF list will be maintained within system and not with dual maintenance in a document. 42
Solution Manager: Delta Requirement Documentation

The delta requirements identified

during the workshops should be
documented in SAP Solution
Manager 7.2*. Additional
information about the business
requirement should be recorded in
the appropriate templates and
loaded into Solution Manager.
Please refer to the
Reference Guide (Explore ->
Analyze the Business Processes
->Document New Requirements
and delta requirements) for
detailed instructions.

* Focused Build uses a different

approach to manage requirements

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Explore:
4. Fit-to-Standard Workshop Validation
EXPLORE: Fit-to-Standard
 Workshop Validation
Discover Prepare Explore Realize

Fit-to-Standard Analysis Design

1 4 6
Strategic Scoping, Fit-to-Standard 3 Fit-to-Standard 5 Review & Release Configuration
Planning Project Workshop Preparation Fit-to- Fit-to- Workshop Validation Design Design Customer Planning
and Planning Standard Standard Review Delta Workshops Documen- Sign-off
Solution and Workshop Workshop Requirements (including tation
Discovery Preparation 2 Execution Documen- Check for Preparation) (including
(using Trial Fit-to-Standard tation Completeness Wrap-
System) System Preparation (including Prioritization of Delta up/Follow-
Wrap- Requirements up)
up/Follow-up)

Iterative Iterative

Remarks:      
 Planning the fit-to-standard  Pre-configured system:  Process review, system  Reviewing all backlog items  Design workshops/solution  Updating backlog with
workshops (content, system based on SAP demo and discussion of (delta requirements) and design documentation information from design
presenter, participants, Model Company or with delta requirements checking for completeness required for configuration workshops
time, location etc.) SAP Best Practices  Workshop documentation  Double check backlog for and WRICEF objects  Review of functional design
 Testing the relevant  Adding additional sample and (extensive) follow-up missing delta requirements  Design documents and documents/specification
processes in the data if needed activities done after  Prioritization according to functional specification to  Acceptance procedure with
preconfigured system  Extending system by workshops agreed criteria (e.g. be written after customer sign-off
 Define tools and templates selected customer- business value, criticality) workshops
 Solution training/self specific processes  Decide which requirements
enablement for workshop needs to be discussed in a
participants, if required design workshop

© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Legend: Core activities in Explore phase Related activities from other phases 45
Prioritize and Validate the Backlog

Prioritize Delta Requirements in the Backlog

• Business users (delta requirement owners) are responsible for
setting the priorities based on agreed criteria
• Is every delta requirement vital to the business and can it be
delivered by standard configuration?
• Project Team provides technical and application insight to
support prioritization e.g. to reflect the technical and functional
dependencies
• Schedule the design workshops deciding which requirements
need to be discussed
• Check the backlog is complete:
▫ Identification of any missing delta requirements
▫ Assign owners
▫ Check association with SAP business processes

© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 46

Quality Assure the Design with SAP

Discover Explore Realize

Fit-to-Standard Analysis Design

1 4 A B 6
Scoping, Fit-to-Standard 3 Fit-to-Standard Gap 5 Design Review & Release
Project Workshop Preparation Fit-to- Fit-to- Workshop Validation Validation Design Design Evaluation Customer Planning
Planning Standard Standard  Review Delta Workshops Documen- Sign-off
and Workshop Workshop Requirements (including tation
Preparation 2 Execution Documentati  Check for Preparation) (including
Fit-to-Standard on Completeness Wrap-
System Preparation (including  Prioritization of Delta up/Follow-
Wrap- Requirements up)
up/Follow-up)

Iterative Iterative

For customers with SAP Premium Engagement contracts (SAP Value Assurance, SAP MaxAttention or SAP ActiveAttention) SAP offers:

A Gap Validation: checks to see if functional gaps can be realized in SAP standard or as close as possible to SAP standard in
alignment with the SAP product Roadmap.
B Design Evaluation: provides a proactive quality assurance review of the design. It delivers an impartial analysis of all aspects of the
design and leads to an early detection of potential solution risks and offers actionable risk mitigation recommendations.

© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Legend: Partner led core activities SAP led core activities Related activities from other phases 47
Explore:
5. Design Workshops & Design Documentation
EXPLORE: Design
 Design Workshops & Design Documentation
Discover Prepare Explore Realize

Fit-to-Standard Analysis Design

1 4 6
Strategic Scoping, Fit-to-Standard 3 Fit-to-Standard 5 Review & Release Configuration
Planning Project Workshop Preparation Fit-to- Fit-to- Workshop Validation Design Design Customer Planning
and Planning Standard Standard Review Delta Workshops Documen- Sign-off
Solution and Workshop Workshop Requirements (including tation
Discovery Preparation 2 Execution Documen- Check for Preparation) (including
(using Trial Fit-to-Standard tation Completeness Wrap-
System) System Preparation (including Prioritization of Delta up/Follow-
Wrap- Requirements up)
up/Follow-up)

Iterative Iterative

Remarks:      
 Planning the fit-to-standard  Pre-configured system:  Process review, system  Reviewing all backlog items  Design workshops/solution  Updating backlog with
workshops (content, system based on SAP demo and discussion of (delta requirements) and design documentation information from design
presenter, participants, Model Company or with delta requirements checking for completeness required for configuration workshops
time, location etc.) SAP Best Practices  Workshop documentation  Double check backlog for and WRICEF objects  Review of functional design
 Testing the relevant  Adding additional sample and (extensive) follow-up missing delta requirements  Design documents and documents/specification
processes in the data if needed activities done after  Prioritization according to functional specification to  Acceptance procedure with
preconfigured system  Extending system by workshops agreed criteria (e.g. be written after customer sign-off
 Define tools and templates selected customer- business value, criticality) workshops
 Solution training/self specific processes  Decide which requirements
enablement for workshop needs to be discussed in a
participants, if required design workshop

© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Legend: Core activities in Explore phase Related activities from other phases 49
Design Workshops

• Iterative workshops for design topics

• Line of business teams will need to discuss integration in processes
• Design for prioritized Backlog items (Delta Requirements)
• Drive solution design actively: steer to standard if possible, aim to minimize
the impact of modifications with outlook to the future
• Pick-up where you left off: leverage process flows
• Visualize solution design for delta requirements
Delta • Capture new requirements based on feedback
Requirement
• Design integration aspects with other SAP and non-SAP solutions
• Drive early approval
• Expect iterations
• Once workshops are complete, create scenario/process design documents
for selected delta requirements and develop functional specifications.

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Example of Functional Design Documents

• Business objectives and benefits • Technical architecture

Backlog / delta Design document
requirements by scenario or • Process description • Infrastructure design
(Load into SAP Solution process • Pain points
Manager early)
• Integration design
• KPIs • Security Design
• Change impacts • Analytics Design
• Systems (to be replaced or interfaced with)

Organization Configuration User Authorization Master Data WRICEF List Functional

Structure requirements Experience Concept design Specifications
design

Data volume
design

Data migration Technical

Technical design documents shown in blue design Specifications
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 51
User Experience Design
Define and prioritize changes to the UI and design solutions using configuration and development.

UX Requirements

No No Build: In-App No
SAP Fiori App Classic SAP GUI
extensibility
available? or WDA exists?
enough?

Yes Yes

Yes Yes
Needs Requires
Enhancement? Simplification?

Yes
In App No No
No Extensibility
Enough?

Yes

SAP Fiori SAP Fiori Classic App

SAP Fiori Classic App Build Fiori App Build Fiori App
Enhance using Key Enhance using SAP Simplify using
Use as-is Use as-is Use Key User Tools Use SAP Web IDE
User Tools Web IDE Screen Personas

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Explore:
6. Review and Customer Sign Off
EXPLORE: Design
 Review and Customer Sign-Off
Discover Prepare Explore Realize

Design
Fit-to-Standard Analysis
1 4 6
Strategic Scoping, Fit-to-Standard 3 Fit-to-Standard 5 Review & Release Configuration
Planning Project Workshop Preparation Fit-to- Fit-to- Workshop Validation Design Design Customer Planning
and Planning Standard Standard Review Delta Workshops Documen- Sign-off
Solution and Workshop Workshop Requirements (including tation
Discovery Preparation 2 Execution Documen- Check for Preparation) (including
(using Trial Fit-to-Standard tation Completeness Wrap-
System) System Preparation (including Prioritization of Delta up/Follow-
Wrap- Requirements up)
up/Follow-up)

Iterative Iterative

Remarks:      
 Planning the fit-to-standard  Pre-configured system:  Process review, system  Reviewing all backlog items  Design workshops/solution  Updating backlog with
workshops (content, system based on SAP demo and discussion of (delta requirements) and design documentation information from design
presenter, participants, Model Company or with delta requirements checking for completeness required for configuration workshops
time, location etc.) SAP Best Practices  Workshop documentation  Double check backlog for and WRICEF objects  Review of functional design
 Testing the relevant  Adding additional sample and (extensive) follow-up missing delta requirements  Design documents and documents/specification
processes in the data if needed activities done after  Prioritization according to functional specification to  Acceptance procedure with
preconfigured system  Extending system by workshops agreed criteria (e.g. be written after workshops customer sign-off
 Define tools and templates selected customer- business value, criticality)
 Solution training/self specific processes  Decide which requirements
enablement for workshop needs to be discussed in a
participants, if required design workshop

© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Legend: Core activities in Explore phase Related activities from other phases 54
Review and Customer Sign-Off

• Formal approval is required by business and IT stakeholders

• Stakeholders must genuinely understand the documentation
• Use clear business language and explain terminology
• Successful demonstrations and workshops are key to informed approval
• Stakeholders agree the design is complete and solution proposals are accepted
• Issued identified during acceptance must be classified for follow-up
• When SAP Solution Manager is used, get delta requirement loaded early and use
status to track approval
• Backlog is basis of planning the delivery cycles or sprints of the Realize phase
• Perform lessons learnt session

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Take Away: Recommendations

• Use of the pre-delivered content and solution is key to executing the Fit-to-Standard analysis workshops
• “This process is developed using SAP Best Practices”
• “This is delivered by the SAP Model Company”
• Get confirmation of the process during the workshop and note delta requirements as applicable; don’t try to solve the
delta requirement during the Fit-to-Standard workshop… note it only and move on or you won’t finish….
• Answer questions phrased with “Can the system do this?” carefully… you need to ascertain if it’s a real business
requirement quickly or note it as a delta requirement and move on.
• The workshops are process driven and more time needs to be spent clarifying master data requirements.. You may
pay for lack of attention to this later with extra work on master data conversions.
• Scheduling workshops can be difficult with a wide audience that has other priorities besides SAP implementation.
PMO and customer management team need to emphasize clearing of calendars and 100% attendance.
• Get to know your customer team and align planned time requirements for each member before the workshops to
insure positive attendance and commitment.
• Need to plan more effectively for integration workshops to cover key integration process such of OTC (Create Order,
Delivery, Billing, A/R collection), PTP (Create Purchase Order, Receive product, Pay Vendor) and PTM (Plan Output,
MRP, Create and Execute Order, Settle Order)

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Thank you.
SAP Activate Methodology