“Quick” Transactions with GuiXT

Transcription

Access ● Desktop ● Web UI ● Mobile ● Offline ● Developer
Simplifying the SAP Sales Document
and Customer Create Process at Esri
Customer Speaker:
Rob Seifert, Business Applications Manager, Esri
Host Presenters:
Daniel Nunes, Marketing Communications
Aparna Desai, Solutions Engineering Manager
Synactive Inc.
© 2012 Synactive, Inc.
www.GuiXT.com
Agenda

GuiXT Technology

Introduction



Rob Seifert, Business Applications Manager, Esri
Presentation

Customer Service Challenges

Why GuiXT

Project Highlights

GuiXT Set-up

Before / After Screen Shots

Project Timeline

What’s Next

Results
Questions / Answers

Aparna Desai, Synactive
www.GuiXT.com
Synactive: GuiXT Technology
Simplify, Clarify, and Optimize SAP
 GuiXT Technology
 Embedded in SAP
 Certified by SAP for NetWeaver Portals
 No backend code changes
 Benefits
 Faster SAP Data Entry




Input sets automatically fill in common information in SAP fields
Set default values
Less manual entry for users means fewer mistakes
Streamline business processes, remove unwanted fields, and consolidate
screen tabs
www.GuiXT.com
Synactive: GuiXT Activation
Embedded
within SAP!
www.GuiXT.com
Synactive: GuiXT Solutions

Desktop
GuiXT Technology is a
mature, risk free
ACCESS
Offline
Web UI
Office
enhancement which has been
bundled with SAP for the last
10 years.

Deployed to hundreds of
thousands of users worldwide,
GuiXT is fast to develop and
Mobile
easy to customize.
www.GuiXT.com
Simplifying the SAP Sales Document and
Customer Create Process at Esri
Presented by:
Rob Seifert
Business Applications Manager
www.GuiXT.com
Rob Seifert
• Business Applications Manager
• 16+ years at Esri
• Developed and implemented custom ABAP programming and
GuiXT solutions
www.GuiXT.com
Who is Esri?
•
Esri develops geographic information systems (GIS) solutions that function as an
integral component in nearly every type of organization.
– Esri's ArcGIS technology enables capturing, managing, analyzing, and
displaying all forms of geographically referenced information
– Over 2,900 employees in the United Sates
– Headquarters located in Redlands, California
– 10 regional offices within the United States
– More than 80 distributors worldwide, with users in more than 150 countries
– 1,700 Business Partners worldwide
www.GuiXT.com
Esri Customer Service’s Challenge
•
SAP is extremely powerful, BUT…
– Too much of the information is across multiple screens, tabs, pop-ups, and even
separate programs
– Unclear field names
– No easy options for field help
•
Too many opportunities for users to input incorrect and/or incomplete information
•
Screens and processes took too long to learn and master
www.GuiXT.com
Why We Chose GuiXT?
•
Simple, yet powerful functionality
•
User control over development, implementation, and maintenance
•
Free up SAP team resources on more complex projects
www.GuiXT.com
Pre-Planning to Ensure Success
•
Strong management support
•
Sufficient resources
– Development
– Users
•
Understand the complete process
– Best practices documented?
• Define the “correct” process
• Know the data and how to measure it’s accuracy
– Mock up proposed changes
• Include management and user community
– Continued interaction through the entire process
www.GuiXT.com
Minimum Requirements for Success
•
Lead the user through a streamlined process
–
Fewer screens, tabs, pop-ups, and unnecessary fields
•
Default correct information where possible
•
Quality check the information input by the user
•
Ensure only accurate information can be input
•
Keep it simple
www.GuiXT.com
Proof of Concept
•
Customer create process
– Fewer variables than sales document create
– Less development time required
– Lower number of impacted users
•
All development and project management provided within Customer Service
•
Immediate productivity gains
•
Low maintenance
www.GuiXT.com
Project Highlights
•
Well defined process re-design
– Existing process
• Required user to go through up to 22 different screens, tabs, and pop-ups
– Create customer, assign credit, customer hierarchy, etc.
• Limited defaults and quality checks available
– Proposed process
• Only requires 3 screens
• Increase in proposed defaults and quality checks
– Mix of GuiXT and ABAP Function Modules
•
Complete review and buy-in from user community
•
Project reviewed and approved by management
www.GuiXT.com
GuiXT Set-up
•
Script management
– Visual Source Save (VSS)
– Remote server management
– Change management process
• QA
• Staging
• Production
•
Default GuiXT to being activated
•
Specialized technical requirements if using SAP Function Modules
•
GuiXT scripts loaded locally
www.GuiXT.com
Old Customer Master Create Screens
Up to 22 different screens, tabs, and pop-up windows
www.GuiXT.com
New Customer Master Create Screens
www.GuiXT.com
New Customer Master Create Screens Sample Script
Script for quality checks on data input by user.
Script for calling ABAP function modules
Complete logic for ABAP function module
Call "Z_GET_INITIAL_DEFAULTS" "in=0001" "in=&V[g_v-09_country]" "in=&V[g_v-09_region]" "in=&V[g_v09_district]" "in=&V[g_v-09_zipcode]" "in=&V[g_v-09_customerclass]" "in=&V[g_v-09_customergroup]" "in=&V[g_v09_type]" "in=&V[g_v-09_industry]" "in=&V[g_v-09_name]" "in=&V[g_v-09_owner]" "out=SalesDistrict"
"out=SalesDistrictDescription" "out=AccountingClerk" "out=Owner" "out=Supervisor" "out=ShippingCondition"
"out=SalesOffice" "out=PaymentTerms" "out=Incoterms1"
www.GuiXT.com
Project Timeline
•
3 months prior to implementation
– Technical
• Determine and implement
– Guidelines for script management
– Naming and program management conventions established
• Set-up development server
• Basic script level testing
– Business
• Management and key power user begin meeting
www.GuiXT.com
Project Timeline
•
2 months prior to implementation
– Business
• Requirements finalized
• Begin developing detailed test plans
– Technical
• Determine where to pull field information:
– GuiXT scripts
– ABAP function modules
• Development begins
www.GuiXT.com
Project Timeline
•
1 month prior to implementation
– Business
• Testing begins
• Start creating documentation
– Technical
• Address any issues found in testing
•
Night before implementation
– Technical
• Staff on site to ensure all transports to production are successful
– Business
• Perform some standard functions in production to ensure no issues exist
www.GuiXT.com
Summary of Project
•
Customer Service
– Management and key power users met on a regular basis to do the below
– Reviewed all data input into sales orders to ensure it should still be input (i.e. is
the data used to add value?)
– Determine
• The best process flow for inputting sales documents
• Should any field names be changed to be clearer for users
• What can be automatically be populated for users
• How can we identify incorrect data input into a sales document
– Management and key power users met and reviewed
www.GuiXT.com
What Next?
•
Sales Document Create, Change, & Display
– More complexity in the business processes
– Higher number of impacted users
– Combination of in-house and Synactive consultant services
•
Goals
– Ensure employees following our best practices process flow
– Reduction in quantity of screens and unnecessary fields
– Simplify training process
www.GuiXT.com
New Sales Document Create Screen
Links to published Policies & Procedures
Radio buttons helped user to
common choices, while
reducing clicks
Clicking Create Order buttons calls RFC to default
some field information for users
www.GuiXT.com
New Sales Document Create Screen Sample Script
Script for links to published Policies & Procedures
Script for radio button options
Script for pushbuttons
www.GuiXT.com
New Sales Document Header Screens
Screen includes fields from:
•Overview
•Header Sales tab
•Header Shipping tab
•Header Billing Document tab
•Header Conditions tab
•Header Partners tab
•Header Order Data tab
•Header Status tab
•Header Additional Data A tab
www.GuiXT.com
New Sales Document Line Item Detail Screen
Clean up Overview
tab so that only
approved actions are
available to the user.
www.GuiXT.com
New Sales Document Line Item Detail Screen
Screen includes fields from:
•Item Sales A tab
•Item Contract Data tab
•Item Shipping tab
•Item Conditions tab
•Item Partners tab
•Item Status tab
•Item Additional Data B tab
www.GuiXT.com
Advantages of New Sales Document Screens
•
Simplified entry process
– User starts at header level screen
•
Fewer screens and fields
– Fields hidden based on document type
•
Increased quality checks and more user friendly messaging through the process
www.GuiXT.com
New User Home Screens
Related functions logically grouped
Mouse-over quick tips
www.GuiXT.com
End Result
•
Reduced training cycle
•
Lower processing times
•
Higher process accuracy
•
Streamlined and simplified user processes
– Customer Master
• 22 to 3 (7:1)
– Sales Orders
• Header tabs: 10 to 2 (5:1)
• Item tabs: 9 to 2 (4.5:1)
•
Ability to default information based on user input
•
Improved programmatic quality checks
•
User community control in development and maintenance
www.GuiXT.com
How did Employees Perceive GuiXT?
Ease of Use
Likelihood of User Error
•
70% - A lot easier
•
70% - A lot less likely
•
26% - A little easier
•
13% - A little less likely
•
4% - About the same
•
16% - About the same
www.GuiXT.com
Upcoming Events
Webinar: GuiXT Mobile Solutions Take SAP Everywhere…
When: February 15, 2012, 10 AM -11 AM (PST)
Where: Online
ASUG Georgia Chapter Meeting
When: February 24, 2012
Where: Atlanta, Georgia
Mobile 2012
When: February 28 – March 2, 2012
Where: Las Vegas, Nevada
Stop by our booth or attend a technical or business session at any of the events above and
learn more about our innovative products and solutions.
Registration and details at: http://www.guixt.com/events/tradeshows.php
www.GuiXT.com
Q&A
www.GuiXT.com
Thank You Very Much!
For more information contact us at:
Synactive, Inc.
www.GuiXT.com
650-341-3310
[email protected]
www.GuiXT.com

“Quick” Transactions with GuiXT

Transcription

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