Executive Summary
About Client
The Big Four consists of Deloitte, Ernst & Young (EY), KPMG, and PricewaterhouseCoopers (PwC), and are the largest professional services networks in the world in terms of revenue. They are usually grouped because of their comparable size and ability to offer clients a wide range of professional services. These firms are also considered attractive for those pursuing a career in professional services, mainly accounting, due to their frequent engagement with Fortune 500 companies. The Big Four provides clients with various services, including audit, assurance, taxation, management consulting, valuation, market research, actuarial, corporate finance, and legal services. It’s worth noting that a significant majority of public company audits, as well as many private company audits, are conducted by these four networks. We assisted the client with setting up different SAP support services.
Project Background
With sound experience in SAP support services, we deeply understand the technology and how to apply it to our client’s needs. We provided guidance and a detailed plan to revolutionize businesses and streamline processes. Our end-to-end services create, implement, and integrate software, solutions, and strategies within your established infrastructure. We use best-practice solutions to ensure lasting success, including Enterprise & Solution Architecture, Application Implementation & System Integration, Custom Development & Application Extension, Application Design & User Experience, Template Creation & Rollout Delivery, and Transition & Landscape Transformation.
Scope & Requirement
- ABAP development RICEF objects
- Adobe form customizations
- Ongoing support
- Automation
- API based integration
Implementation
Technology and Architecture
Technology
The migration was deployed with the below technological component
• For Azure Dataverse-
The underlying technology used was Azure SQL Database
• For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges
Managing multiple clients via ServiceNow portal was a bit challenging where each client has its own SAP environment.
Project Completion
Duration
Feb 2021 to Feb 2022 ~ 1 year
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support
Products supported
- S/4 Retail, MM, FI and Integration
- Fiori
- Customization and Data
Testimonial
Awaited
Next Phase
No new work identified
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Executive Summary
About Client
MBHE is a 150-year old company that focuses on plant engineering and constructions. They pursue technical leadership in their market sector through continuous research and development. They offer solutions to support complete mineral beneficiation plant and coal washeries.
http://mbe-cmt.com/
Location: Cologne, Germany
Project Background - SAP Support Services
MBE’s requirement was to help with SAP systems and manage some important changes with the standard processes they were following. Read more on how we provided them SAP support services where they wanted some specific changes related to Workflow, Updating forms in SAP for sales orders, Invoices, and Purchase Orders. We also helped them with financial reconciliation which includes clearing all last financial year’s data and settling the books
Scope & Requirement
Below are some of the scope items for the SAP support services we provided
- Understand the existing books outside of SAP and compare what exists in the system. Confirm the AS IS and TO BE state of chart of accounts which would be reflected
- Set up refresh of data from SAP Production to Dev environment ensuring all config and data is copied over and creating additional client systems like 100 and 110
- Clean up Accounts recievables and payables, General ledger, Sub Ledger and register
Implementation
Technology and Architecture
Technology
SAP R/3 system was used
Integrations
• No Specific integration scenario was in scope
Security:
- User authorisation & access were cleaned up
- Developer and Admin roles were defined for workflow tables and system management
- Custom roles were created and admin users were trained on how to manage the systsem and granting roles and permissions
- Setting up organization structure with a hierarchy for approvers, managers and different organization unit and employees
Backup and Recovery
We created a schedule for backup which can be used for restoring the system data as needed in case of any outage
Scalability
This was not in scope
Cost Optimization
Client was using a perpetual license and SAP was running on existing on premise server we informed the client to migrate to cloud but this was not a proposal that got converted
Code Management, Deployment
All ABAP code was managed within SAP and no other ABAP tool was used for this.
Features Implemented - SAP support services
- SAP ABAP based development for updating SAP script forms, Adobe forms and updating changes like new payment terms, Updating Standard text, Adding some previous invoice number details to show history of previous purchases.
- SAP accounts payables and recievables reconciliation for mapping different entries in the system
- User and Security Management to help manage the systems more effectively by doing a refresh
- Adding new payment terms in the system, Updating the payment terms with discount, Late fees and updating both for vendor and customer
- Add a workflow table where the workflow approvers were defined based on amount and a hierarchy level. Updating the document creation process to trigger approval for workflow creation during sales invoice and sales order creation and if any changes made to the document, Ensuring that email output is not sent if the document is not approved.
Challenges
- Changing business requirement: Client was not clear on how they wanted the documents to be shown. They had a TO BE version which was very different from the version they had in the system and took a lot of back and forth and updating the PDF to understand the requirement.
- Before starting the development we spent a couple of hrs to mock up the PDF documents with the actual data in the system to be sure on what is needed.
- Lack of team member and ownership Client did not have any internal team of functionals, Technicals and testers who can review changes and provide a timely feedback
- We tried our best to help advise client on the different test scenarios we included as part of Unit testing. However, it was a time-consuming process to get a reply from the client and to test the changes
- Outdated code using SAP Scripts and Multiple language Support: Client uses SAP scripts which had been long replaced by Smartforms or Adobe forms. It had to be setup in multiple languages. Also each required email notification to be sent in multiple language
- A copy of the data for both the languages was bought and a mockup of the required PDF was created. Also a scenario for different cases was created example when to send notification in German and when in English, What should be the text content to be included in each etc.
- Budget and cost issues: Client had a fixed budget for the work and the requirement kept changing and also there was a huge delay in providing the feedback which caused month of waiting for the client to come back.
- Some Sales order and invoice types had a different configuration in the system and did not work with the same code which was pushed. We did inform the client that this was not part of the initial requirement gathering but due to the tight budget they wanted to include everything in the same cost. We tried our best to accommodate within the price we had quoted,
Project Completion
Duration
April 2020 – Oct 2020 ~ 6 months
Deliverables
- We handed over all changes related to updating the form with complex logic of showing all related invoices together.
- We delivered ABAP based program and user exit for with a customizing table which was easy to use workflow logic for determining the approvers
- Previous year transactions were reconciled and mapped to the different General ledger heads and sent for the client to do corrections for the missing entries and for the system to reflect the transactions from thier books
Support
- For all changes we delivered we agreed to provide a 2 weeks free support within which the client can test and provide us feedback for any issues as per the existing logic or any minor changes needed
Testimonial
We did not get a documented feedback from the client and the project was ended abruptly
Next Phase
We were in discussion with client over multiple projects however it did not get finalized
1. Migration of SAP systems to cloud from the current on premise system
2. AMC support contract for 12 months where they needed only a fixed cost but again the scope was not defined for modules like FI, MM, SD and user management
3. A regular refresh of the current systems from production to Development
it somehow did not work out and it was good that we did not, We learnt a few lessons from this project and have made our own checklist on what type of clients to not engage with which would probably be a blog in itself.
Executive Summary
About Client
Project Background- Dynamics for financial services
Scope & Requirement of the Dynamics for financial services
Implementation
Technology and Architecture
- Backend Code: Plugins, JavaScript, Azure Blob
- Cloud: Microsoft Azure
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
features of dynamics for financial services
- The dynamics 365 for Customer Support and CRM has a unified interface
- It offers multi-select options with an intuitive control.
- The CRM dynamics for financial services comes with an advanced find option which filters views and form lists too.
- Quantity & Quality: Handled high-volume customer interactions, ensuring seamless case management with API-based integrations for financial services.
- On-Time & Budget: Delivered within six months, with all features deployed as per specifications and ongoing support.
Challenges
- They had done huge level of customizations understanding the existing code section.
- We took over the project after an existing provider left them so there were issues in terms of understanding the code, adding new code and ensuring that the flow of the existing work does not break.
- Multi environment setup was not done properly and we assisted to ensure the data and code are both setup based on recommended best practices.
- 6 months and ongoing Development and customization as part of ongoing contract
- Dynamics CRM and Customer support are fully configured as per the scope agreed
- Ongoing support for Hypercare and go live
- Change Management Support
- Handover for documents.
Support
- Worked with the GFS client for more than 2+ years for ongoing Development and Support.
- The CRM Dynamics software helps us to take the next step in our business as we are looking to scale.
Testimonial
Founder
Global Finance Limited
Next Phase
