SAP Business One Implementation Process

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SAP Business One Implementation Process
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SAP Business One Implementation - Agenda

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

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SAP Business One Implementation

• SAP Business One is an easy and simple system to
  implement. Using the built in configuration tools
  and the Software Development Kit, you can fulfill
  your customers needs in a short time period
• SAP Business One implementation is a business
  process-oriented implementation. Once you analyze
  the business rules, the execution phase should be
  relatively short, and with the help of the end
  users at the customer himself, you can combine
  the efforts to complete the data entry and go
  live soon.

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Principals For Fast and Successful Implementation

• The following principals will allow you to
  shorted the implementation time, and get a
  referenceable and knowledgeable customer
• Use the Pre-Sales stage as a good source for
  getting to know the customer's business rules
• Use the Project Manager from the customer side to
  assist with the implementation
• Providing as much training as possible to the
  customer, including customization tools, will
  shorten the implementation time
• Use the Project Manager to provide first level
  support for end users during and after the
  implementation

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Steps For SAP Business One Implantation

• SAP Business One implementation consists of 8
  main steps
• Handover from Presales Phase
• Kick off Meeting with Customer
• Process Analysis and Design
• Document all major business process
• Execution
• Acceptance Test and Approval
• Pre Go-Live
• Training End Users

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Handover from Presales Phase

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

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Kick off Meeting with Customer

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

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Process Analysis and Design

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

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Document all major business process

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

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Execution

• In the Execution step follow the documentation
  you created to impalement all process as
  discussed
• Installation of Server and Clients
• System Initialization
• Master Data Migration
• Implementation of Business Process Requirements
• Use the SAP Business One System Initialization
  guide and Data Migration guide

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Acceptance Test and Approval

• Use the Acceptance Test to validate the system
  configuration and implementation of the companys
  business rules
• Perform any necessary upgrade if a new patch was
  released before the acceptance.
• Simulate all major business processes defined
  above.
• Simulate major business processes with key users
  from the client side.
• Compare the data to established reports.
• Review the results and decide if ready for
  production.
• Make sure you make all the necessary changes
  based on the testing results and have the client
  sign off.
• Use the SAP Business One recommended testing
  scenarios

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Pre Go-Live

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

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Training

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

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Working in Test Environment in Parallel to
Production

• Use the backup and restore functionality to have
  a production environment and one or several
  testing environments.
• Make sure your production database will always
  contain real data only.
• The original database will be the production one.
  
• Every time you add any set up, definition,
  user-fields and tables, backup the database and
  restore it to the test database to perform any
  type of testing.
• Before and after every major import back up the
  real database into the test one. This will ensure
  that you always have a clean production database
  with real data and a test environment that uses
  the
• Having a test database will also allow the users
  to practive with their own data

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Project Quoting