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Workflow in SAP

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$995.00
Product Code:
C735
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Product Details

Sessions included:
12
Duration:
11+ hours

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Course Description

This course provides 11+ hours of expert instruction and proven methodologies to optimize workflows and business processes. This course was specifically created for Directors, Managers, IT, and Technical teams tasked with optimizing workflow.

Sessions included in this course:

An up-to-date guide to SAP Business Workflow and its role within your SAP infrastructure

Sharpen your knowledge of SAP Business Workflow, what it can and can’t do, and how it fits into your SAP architecture. Find out how other companies are leveraging workflows to improve and streamline processes, and the business drivers that make SAP Business Workflow a critical piece of the SAP infrastructure.

Get an up-to-date look at workflow features and best practices to:

  • Standardize business processes
  • Automate processes to ensure you get the right work to the right people at the right time
  • Build a process audit trail
  • Create a foundation for process improvement
  • Offer the ability to manage a shared queue of work, resulting in better customer service
  • Enhance user productivity
  • Improve process performance

In this session you will:

  • Understand how SAP Business Workflow compares to similar technologies, such as SAP NetWeaver® Business Process Management, SAP BusinessObjects™, and SAP NetWeaver Process Integration
  • Examine the tradeoffs of SAP Business Workflow and learn to identify when it is — and isn’t — your best option for process automation
  • Gain a new understanding of where SAP Business Workflow fits into SAP’s strategy for business process management
  • Discover what resources SAP Business Workflow requires

Session presented by:Ginger Gatling, SAP Labs

 

The building blocks of SAP Business Workflow: Fundamentals and updates

Step through a comprehensive examination of the key technologies that now support SAP Business Workflow — from configuration and design options to different ways to access work items and implement user substitution — equipping techno-functional process owners with the knowledge they need to start building workflows and linking them to business processes.

You will:

  • Come away with a solid foundation to ensure SAP Business Workflow is properly configured and running on your SAP system
  • Understand how workflows work
  • Step through a demo of the steps involved in building a workflow from creation to execution, and discover how to design a workflow using the Workflow Builder, link workflows to application functionality through business object builder, ABAP™ classes, and events,determine who should receive workflow tasks, start and stop a workflow, and measure a workflow’s success
  • Compare the different ways to access work items, including SAP Business Workplace in SAP GUI, Universal worklist, SAP NetWeaver Business Client, and email clients such as Microsoft Outlook and Lotus Notes
  • Gain insight into how a user can check the workflow’s status using the workflow log in their inbox
  • Master techniques to implement user substitution
  • Explore technical, business, and resource requirements for building a successful workflow

Session presented by: Ginger Gatling, SAP Labs

The surest path to a successful workflow: Proper planning of the business process

This session offers new recommendations, strategies, and advice for equipping business process owners and the technical teams that support them, with the knowledge to best plan and develop business processes — the cornerstone to a successful workflow.

You will:

  • Learn the top 7 most important questions to ask when deciding which business processes are best workflow candidates
  • Discover specific scenarios where SAP Business Workflow can add the most value, such as purchasing, approvals, managing master data, and quality management
  • Get a firm understanding of the value propositions of different workflows and guidance on how to approach implementing them
  • Walk through the creation of a business process using a sample process matrix and discover if and how to use your HR organizational plan for workflow, how to create an organizational plan just for workflow, and what your choices are if you opt to not to use an organizational chart for workflow
  • Understand who the key stakeholders should be and how to get them involved in the process
  • Explore ways to approach scenarios where your business processes cross multiple SAP modules
  • Find out how to measure the success of your business processes and workflows

Session presented by: David Falkoff, Maury International

When to use SAP-provided workflows and when to create your own

Take an in-depth look at SAP-supplied workflows and what is available to you (for free!). See commonly used SAP-provided workflows in action, discover what you can use out of the box, and examine the options for using, customizing, and reusing workflows.

You will:

  • Uncover when to use SAP-provided workflows and when to create your own
  • Explore the SAP-supplied workflows that are available to you and how to get them through business workflow explorer, online help, and the Workflow Builder
  • Get an up-close look at commonly used SAP-provided workflows, including those for financials, procurement, human capital management, SAP Supplier Relationship Management (SAP SRM), and SAP Customer Relationship Management (SAP CRM) scenarios
  • Gain insight into what standard features are ready for you to use out of the box and what you need to customize
  • Learn what it takes to use SAP-delivered workflows as-is,customize SAP-delivered workflows with allowed changes such as task text, routing, and deadlines, copy and change SAP-delivered workflows to insert steps and conditions, change routing rules, and add deadlines, and create a workflow completely from scratch

Session presented by: Ginger Gatling, SAP Labs

 

Best practices and proven techniques for building and customizing your workflows

This session walks you through building a simple two-step workflow, including how to apply a workflow template, and the processes for linking events and assigning tasks. Then take the demo build to the next level with an indepth explanation of how to create and customize your own workflows.

You will:

This session walks you through building a simple two-step workflow, including how to apply a workflow template, and the processes for linking events and assigning tasks. Then take the demo build to the next level with an indepth explanation of how to create and customize your own workflows.

  • Witness firsthand how to design the workflow
  • See how the graphical design time links to execution of the workflow
  • Discover how the changes you make at design-time impact the execution of the workflow
  • Learn how to test the workflow
  • Get practical instruction on how to build or customize a workflow, including:
  • A demo that walks through tying events to workflows
  • A demo on how to create an escalation using a simple deadline
  • Details on how to start and stop the workflow
  • Step-by-step instruction on how to read the workflow log, including the graphical log and the technical log
  • A demo on how to create and route tasks

You will:

  • Witness firsthand how to design the workflow
  • See how the graphical design time links to execution of the workflow
  • Discover how the changes you make at design-time impact the execution of the workflow
  • Learn how to test the workflow

Get practical instruction on how to build or customize a workflow, including:

  • A demo that walks through tying events to workflows
  • A demo on how to create an escalation using a simple deadline
  • Details on how to start and stop the workflow
  • Step-by-step instruction on how to read the workflow log, including the graphical log and the technical log
  • A demo on how to create and route tasks

Session presented by: Ginger Gatling, SAP Labs

 

Mastering the advanced functions of SAP Business Workflow

Delve into the advanced features and functions of the SAP Business Workflow engine, such as agent determination and simulation, creating complex escalations, and implementing substitutions, and discover how to proactively and successfully update your workflows to react to organizational and process changes.

You will:

  • Drill down into advanced workflow concepts through demos and detailed explanations of:
    • Agent determination
    • Agent simulation
    • Creating a complex escalation with a modeled deadline
    • Implementing substitutions
  • Understand how to approach common changes to your workflows, including:
    • Process changes, such as changing the workflow design
    • Organizational changes, such as role hierarchy, routing, and changing job functions
    • Deadline-based changes as a result of corporate policy, process compliance, customer expectations, and service-level agreements
  • Gain insight into best practice methods for implementing changes to production workflows
  • Get expert advice on how to read the workflow logs and troubleshoot SAP Business Workflow errors

Session presented by: Alon Raskin, 3i Consulting

Integrating workflows with email, mobile, and non-SAP systems

Through demos and step-by-step instruction, get valuable instruction on integrating your workflows with various email systems and mobile solutions, as well as with other non-SAP systems, and experience an increase in flexibility and reusability.

You will:

  • Walk through a demo of how to attach external documents, such as those from Microsoft Word, Microsoft Excel, Adobe PDF, and instances of SAP BusinessObjects using generic object services
  • Find out how SAP Business Workflow works with Adobe Forms
  • Discover how to integrate workflows with extended notifications, and see a demo on how to configure them to integrate your workflows with your email system
  • Explore the workflow capabilities within Duet™, Alloy, and mobile solutions such as BlackBerry/RIM and Apple iPhone
  • See a demo of a mobilized workflow solution
  • Understand the role your workflow can play in service-oriented architecture, and learn how to service-enable a workflow using SAP Business Workflow APIs
  • Get tips and tricks on how to integrate SAP Business Workflow with non-SAP systems using SAP NetWeaver Process Integration and SAP NetWeaver Business Process Management

Session presented by: Alon Raskin, 3i Consulting

When and how to empower end users with the Universal Worklist

This session prepares you to use Universal Worklist in SAP NetWeaver Portal to give workflow users a single, centralized way to access their work and relevant workflow information, and to customize and personalize this interface to best suit their needs.

You will:

  • Find out what the Universal Worklist is and how to access it in SAP NetWeaver Portal
  • Step through a demo of the Universal Worklist look and feel and see firsthand how it impacts the experience for workflow participants
  • Find out the types of tasks Universal Worklist can process in addition to SAP Business Workflow, such as alerts, notifications, guided procedures, SAP NetWeaver Business Process Management tasks, and non-SAP tasks
  • Walk through a demo of a Universal Worklist configuration and learn how to configure Universal Worklist for the first time
  • Gain an understanding of the personalization options for the end user, such as column order, sorting, and lines per page
  • Learn options for customizing Universal Worklist, including adding new columns or creating custom views and actions, such as, adding a view to only see tasks of a certain type and adding custom columns
  • Learn what action handlers are and how they can impact the user interface for the user
  • Discover how Universal Worklist fits in with your overall SAP Business Workflow implementation, such as how to:
    • Access workflow tasks from multiple SAP systems
    • Heavily customize user experience
    • Launch custom user interfaces

Session presented by: Ginger Gatling, SAP Labs

 

Workflow performance optimization, monitoring, troubleshooting, and daily administration

Prepare for the task of maintaining your workflows with detailed instruction on the day-to-day administration of your workflows, from monitoring workflow performance to responding to errors, and get best practices on what must be done to keep operations efficient and ensure users are properly executing tasks.

You will:

  • Discover how to evaluate your existing workflows and how to improve their performance, including where to go to get workflow performance information and how to calculate average processing times
  • Get tips on daily workflow administration and picking the right tools for monitoring and troubleshooting
  • Know your options for reassigning work items, reevaluating rules, and recovering a workflow in error
  • Identify and address agent determination failures
  • Hear recommendations on how to deal with workflows in error, locking errors, “no agent found,” and buffers
  • Learn how long you should retain workflow data, how often you should archive, and archiving best practices
  • Understand how to use event monitoring and logs to identify issues
  • Establish who should be a workflow administrator and what skills are required

Session presented by: Alon Raskin, 3i Consulting

 

Workflow metrics, measures, and audit rules

Many organizations want to track and measure the efficacy of workflows and the impact they have on business processes. This session offers you the opportunity to learn how this is done with the reporting capabilities of SAP ERP, SAP NetWeaver Business Warehouse (SAP NetWeaver BW), and SAP BusinessObjects tools.

You will:

  • Understand the metrics needed to measure whether workflows are improving business processes
  • Find out how to access an audit trail and read logs
  • Learn how to use standard reports within SAP ERP to identify process durations, bottlenecks, and user workloads
  • Discover how to create custom reports using the Workflow APIs to combine workflow log data with transactional SAP ERP data
  • Step through the process of pushing data to SAP NetWeaver BW, and use SAP BusinessObjects tools to create reports that illustrate the value of workflows

Session presented by: David Falkoff, Maury International

 

Building your own business case for workflows

Gain an understanding of both the tangible and intangible points to consider when making a decision of whether or not to use SAP Business Workflow and how to build a business case for your next workflow project. You will:

  • Hear key considerations to make when evaluating or getting buy-in for SAP Business Workflow, such as:
    • How to weigh the cost of errors vs. the cost of error reduction
    • How to determine if implementing SAP Business Workflow will equate to a gain in revenue or reduction in cost
    • Methods to evaluate the nature of business processes and what kind of value-add SAP Business Workflow will deliver
    • Techniques to determine if workflows will allow for faster response to critical business opportunities and issues
  • Understand the top 10 obstacles to achieve a successful workflow project and how to overcome them
  • Collect expert tips to derive operational value and sustainability from the improved process
  • Identify areas where workflow implementations can provide long-term improvements
  • Get a checklist of metrics that should be taken into account in order to build a strong business case for SAP Business Workflow
  • Discover how SAP Business Workflow fits in with Six Sigma through examples of how customers have improved their manufacturing processes with SAP Business Workflow
  • Examine the technical, business, and resource requirements for building a successful workflow

Session presented by: David Falkoff, Maury International

 

Best practices, undocumented tips, and answers to your toughest questions

This session provides tips, tricks, and actionable advice to help you plan and execute your next workflow project with SAP Business Workflow, as well as an open forum to ask our experts about their experiences with SAP Business Workflow and business process optimization.

You will:

  • Walk away with the 10 most important lessons every SAP customer should apply to their next workflow initiative
  • Participate in an open forum for you to ask your toughest questions on business process optimization and SAP Business Workflow

Session presented by: David Falkoff, Maury International


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