EIM_3023_GatlingG_1

EIM111

36 Templates to 1 – Dynamic Multichannel Docs with Document Presentment Marc Diefenbruch, SAP Solution Group, OpenText

Ginger Gatling, EIM Solution Management

Andreas Engel, EIM Solution Management

© 2012 SAP AG. All rights reserved. 2

Disclaimer

This presentation outlines our general product direction and should not be relied on in making a

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with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to

develop or release any functionality mentioned in this presentation. This presentation and SAP's

strategy and possible future developments are subject to change and may be changed by SAP at any

time for any reason without notice. This document is provided without a warranty of any kind, either

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particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this

document, except if such damages were caused by SAP intentionally or grossly negligent.


Agenda

Document Processing

Introducing SAP Document Presentment by OpenText

Demonstration of the native integration with SAP

How you can get started?

Document Processing Common Scenarios and Challenges


Output Document Processing Scenarios Common Examples

Many processes create output documents, common examples of required output documents

include:

Distribution and warehousing: including invoices, shipping documents, hazardous material statements, content

and weight information, truck driver ready documents, etc…

Order processing: order copies, shipping information, email of tracker numbers, order confirmation emails/texts,

terms and conditions, user manuals.

Customer service: billing statements, customer response to complaints, service tickets, phone calls, customer

statements.

Marketing: campaign execution documents (letters, email, texts).

Production planning: production orders, how-to-build instructions, user manuals, plant procedures.


Output Document Processing: Common Challenges

Distribution and warehousing drivers wait for missing documents.

Need to go to IT to re-print, could take up to 30 minutes.

Manual time spent collating documents from multiple sources for one

output. E.g., terms and conditions from legal with invoice from ERP

with instruction manual from documentation system and pictures for

digital asset storage

Need to vary output using different logos / branding and different

languages

Made in USA

中国制造


Output Document Processing: Common Challenges

Once output documents are created they need to be stored

and archived with all other content for the business process.

Administration of many output / print templates for scenarios.

Any customized wording, change in output must come

from IT and template designer.

Invoice is just an invoice, not used to drive additional revenue

or linked to marketing or other opportunities. (How much

would your vendors pay to talk directly to your end customers

in a targeted manner?)

Application server cores consumed by requirements for high-

volume printing.

Where is that text we

sent the customer last

month?

Nasal Spray

New Nasal Spray

Introducing SAP Document

Presentment by OpenText What it is, typical use cases, and how it works


Optimizing Document Communication SAP Document Presentment by OpenText

Personalized, Automated, Integrated Targeted

Communications Extract Present Enrich Connect

ECM/Archiving

Distribute

SAP Document Presentment is a Solution Extension


How do you know if you need SAP Document Presentment? Example use cases

Operate warehouses and distribution centers

Ship large volume of products or parts

Industries: Wholesale, Retail, Consumer Goods, Logistics, Electronics, Pharma, Automotive.

Production and plant output processing

Handover of documents during product and assembly

Maintenance of assets that require combination of SAP bill of material and additional plans and procedures.

Industries: A&D, HighTech, Manufacturing, Power Generation

Customer service/excellence programs in place

Apply cross-sell up-sell across new mediums, business users communicate directly with customers and

suppliers while tracking and archiving all communication.

Bills and statements to be personalized with very targeted messages driven by business users.

Consolidation of output management solutions

Replacing many different tools for output processing and moving to single platform (end of life for Jet Forms,

SAPScript, SmartForms, MailForms, Printing tools, and other niche tools used in different systems)


SAP Document Presentment drives business user focused,

recipient-driven communications

Now: Real-time Customer Centric Before: Formatting and Printing

IT Dependent

Application Dependent

Batch

Static Documents

Recipient-driven Output-channel Driven

Business User

Enterprise-wide

Real-time

Personalized Documents


SAP Document Presentment by Open Text Connect to any system

Targeted

Communications Extract Present Enrich

Connect

ECM/Archiving

Distribute

Connect to any systems

Connect to SAP via all standard SAP interfaces (Web service, PI,

IDocs, BAPI/RFC, SAPScript RDI, SmartForms XSF etc)

Connect to non-SAP systems via diverse channels from standard

internet protocols to directory scan


Page-based Stream

Preformat (pdf)

File

JMS

SOAP

XML

CSV

Excel

LDAP

Billing

CRM

Utilities

Interaction Center Web Client

ECC

R/3

All SAP applications that run on NW ABAP app server

RDI data format

BC-XOM

XSF

SAPGOF

XFP

IDOC

BAPI / RFC

SOAP (Web Services)

PI connectivity

Mailforms connectivity

Digital Asset Management

Extended ECM

Archiving

Connectivity options with SAP Document Presentment by OpenText

Broad connectivity to databases, applications, legacy, file formats, and unstructured data

Any text file type

.JPG, .PNG, .BMP, etc

PDF

Non-SAP SAP Applications SAP Data formats /

Protocols OpenText Unstructured Data


SAP Document Presentment by Open Text Extract structured and unstructured information

Targeted

Communications

Extract

Present Enrich Connect

ECM/Archiving

Distribute

Receive or Extract structured data, for example from SAP applications or existing

SAP forms (XML, CSV as well as directly from LDAP directories or DB tables)

Extract unstructured data, for example digital assets, pictures, Preformatted

paginated documents: PDF, RTF, SAP form layouts (OTF, ABAP List)

Automatically detect content type and extract fields and data from e.g. PDFs to

support content dependent routing as well as conversion to channel dependent

output formats


Structured Data

Unstructured Data

Collect Input Back-End Systems

Front-End Systems

Connect to Input

Channels

Interfaces - SAP, Oracle, IBM,

Lawson, Infor, QAD, or Custom

Input & Output Channels

Directory Scan, standard

in/out, serial and parallel

Internet and Web Protocols

TCP/IP, HTTP(S), FTP

Message Queuing Systems

IBM Websphere, Microsoft

Message Queuing

Connect From various back-end systems and front-end systems, such as web applications and electronic forms.

Enterprise-wide information collection

EpFriTempFastUtbet1;5

EpFriTempFastGar1;1000

EpFriTempFastPremie1;78

EpFribrev;JA

Sjukpension;JA

SjukpensR;37667

SjukPremR;493

Sjukpens90dgr;35642

SjukPrem90dgr;42

SjukKarensR;JA

ProcAvForman;JA

Familjepension;JA

Premieskydd;JA

PremiePremieSkydd;481

TempFran5;55 år 01 mån

TempTill5;60 år 00 mån

TempLA5;JA

TempPremie5;272

TempGar5;1500

HTidStart3;55 år 01 mån

HTidSlut3;60 år 00 mån

HTidGar3;1500

TempFran6;60 år 01 mån

TempTill6;69 år 11 mån

TempLA6;JA

TempPremie6;463

TempGar6;1500

HTidStart4;60 år 01 mån

HTidSlut4;69 år 11 mån

HTidGar4;1500

PensalderStart7;70 år 00 mån

PensalderSlut7;livsvarigt

PensalderLA7;JA

LivsPremie7;6167

LivsGar7;15000

Extract Automatically detect content type Interpret and transform data – regardless of source.

Extract Connect


Example of raw data from SAP to output

XSF raw data from SAPScript Output


SAP Document Presentment by Open Text Business user enrichment

Targeted

Communications Extract Present

Enrich

Connect

Archiving

Distribute

Use one base template to create many output documents

Include content from many systems into single target output

document

Business users enrich ‘white space’ with targeted messages


Drag-and-drop input data to the layout

Dynamic charting and color

management

Enrich

Business users adjust document,

completing personalized messaging,

without involving IT.

Visually compose documents with

graphics and colors.

Streamline the creation by using one

template for format variations.

Document Composition

Enrich

Your Branding


Targeted

Communications Extract

Present

Enrich Connect

Archiving

Distribute

Present as graphic, pdf, word processing, table, html, etc.

Tailored messages seamlessly included with presentation.

True multichannel presentment: Dynamic presentation from same

design depending on channel and customer preferences

SAP Document Presentment by Open Text Present via multiple communication channels


Output Formats

Print

PCL, PS, AFP

Example: Shipping label with bar code

Graphic

BMP, GIF, JPEG, PNG, TIFF

Example: Promotional glossy for ad campaign

Other

PDF, XML, CSV, Table

Example: PDF invoice as attachment

Online

HTML

Example: Order confirmations with cross-sell

Present

Present


Targeted


ECM/Archiving

Distribute

Distribute via multiple channels, multiple delivery formats. Sort, group,

prepare for delivery.

Deliver direct or delayed to post-processing for controlled and

consolidated delivery on timed or asynchronous events (e.g. collect for

end of day processing to print shop or partner).

Central monitoring and re-distribution.

Post processing: staging, sorting...

SAP Document Presentment by Open Text Distribute and perform post processing


eMail

SMTP, SMTP/MIME, MAPI

Fax

ZetaFax, FastFax, Faxination,

RightFax, TopCall, WinFax

Internet

FTP, HTTP, HTTPS

Archive

SAP Document Access, Others

Content Management

SAP xECM by OT, Others

Mobile

SMS, WAP

Deliver (Distribute) Automated and Personalized Distribute and Deliver

Output Formats

Print

PCL, PS, AFP

Graphic

BMP, GIF, JPEG, PNG, TIFF

Other

PDF, XML, CSV, Table

Online

HTML

Delivery Channels Distribute


SAP Document Presentment:

Optimizing Document Communication

Personalized, automated, integrated Targeted


ECM/Archiving

Distribute

Connect to any system.

Extract preformatted information, structured, or unstructured information.

Enrich with information from multiple systems. Transform into what is required

for output processing.

Present in any format.

Deliver via multiple channels.

Demonstration of native

integration with SAP How it works, architecture


Native integration with SAP 1 / 3

SAP Document Presentment as virtual printer within SAP, enabling preview and printing



Business rules applied for promotion



Business compose letters, quotes, customer correspondence on-the-fly


SAP NetWeaver/

Apache Tomcat (J2EE Server)

SAP Document Presentment by OpenText Architecture

StreamServer Stand alone:Server (C++)

StreamStudio

Composition

Center Web (Java)

SAP NetWeaver (ABAP)

SAP Document Presentment

Main Components StreamServer and StreamStudio

XOM (RFC), File

RDI, XSF, XFP, SAPGOF

Database

Multi-channel generic input connectivity: HTTP, File,

Email, JDBC,...

Design Center Desktop (C++, .NET)

Management

Gateway Service (C++)

SAP

Connect

Post

Processor

Document

output

(multi-channel)

StreamServer stand alone main component

Control Center Desktop (C++, .NET)

JDBC / WebServices

https/xml

Service


RFC


Users (LDAP)

Web Service API

BAPI (RFC), IDoc/ALE,

WebServices

ABAP add-ons for UI

integration

Virtual printer

How you can get started? Dig a level deeper


1. Understand typical use scenarios

Distribution

and Logistics

Sales, Marketing, Customer

Service and Billing

Production and

Work Orders

Reduce labor costs by eliminating the

manual effort currently required to print,

burst, sort, and compile fulfillment and

shipment documents

Improve customer communication by

supporting new billing methods with

personalized billing and correspondence

Improve productivity by streamlining

production,

hand-over, operations and maintenance

processes

Mitigate risk by eliminating lost, incomplete,

misfiled and inaccurate paperwork

Streamline the bill-to-cash process by

automating the bill generation and

distribution process

Improve safety by integrating SAP data with

comprehensive equipment safety and

handling information

Increase customer satisfaction by

providing proactive and comprehensive

information

Increase customer satisfaction and

reduce customer service cost by

increasing communication efficiencies

Reduce cost by optimizing the distribution

of consolidated production and work orders

when and where they are needed


2. Understand comparison to Adobe

Use Adobe forms when:

Part of business process where you need to fill in the form and receive information back

– Examples: Send form to request quote back, Send expense form to job applicants, send return form to customer, tax return, approval processes, need form processing as part of BPM / workflow process

Form only requires SAP data (no multi-channel input)

Offline forms processing

– Examples: timesheet, offline expense

IT department ‘owns’ the form and executes all changes to the form

– Workflow/BPM developer creates form as UI for the business process

Use SAP Document Presentment when:

Communication goes out to customer, stakeholder in a very personalized way

– Examples: Order confirmation with upsell specific to that order, personalized billing statement

Requirement for collating, sorting, grouping

– Examples: Many documents required for truck driver in certain order - hazardous material disclosure must be on top

Business users ‘own’ form and customize ‘white space’ on form

– IT provides general template, business users customize the template, including rules for form content

High volume printing (millions..fast)

Complex layout with business graphics and mixed languages


3. Join Document Presentment SIG in ASUG

If your company has an Americas office, hopefully they are a member of ASUG! There is a

Document Presentment SIG currently within the Utilities group. This SIG has lots of customer

presentations and information on SAP Document Presentment.


4. If you are already an OpenText customer, use Knowledge Center

https://knowledge.opentext.com

Detailed OpenText information is not on SCN, you need to use the OpenText Knowledge Center.

It is similar to SAP’s SCN, but you must be an OpenText customer to use the knowledge center.

https://knowledge.opentext.com/


Resources: Enterprise Information Management with SAP

Understand the big picture of SAP’s enterprise

information management offerings

Explore step-by-step instructions for working with SAP

Data Services

Learn how to perform the most important tasks in SAP

Information Steward, SAP NetWeaver Information

Lifecycle Management, SAP Master Data Governance,

and SAP Extended Content Management

All royalties donated to Doctors Without Borders

Enter 6Y8DF3 as your discount code when ordering at SAP PRESS


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ALM120

Application Lifecycle Management Testing with SAP Solution Manager at

BNSF

ALM121 Data Archiving Success Story at Amcor Rigid Plastics

EIM100 EIM Solutions – Building a Strong Foundation for Your Organization

EIM105 Enterprise Content Management for SAP Business Suite

EIM111 36 Templates to 1 – Dynamic Multichannel Docs with Document Presentment

EIM211 Efficient and Compliant Management of Your Data Stores

EIM217 How Master Data Needs Drive Data Archiving at W.R. Grace


Related Sessions

EIM220

Reducing Database Volume with Information Lifecycle Management and Database

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EIM266 Nonproductive Systems – You Can Live Without Them

PMC108 SAP NetWeaver Portal – Road Map for On Premise, On Demand, and On Device

PMC109 SAP NetWeaver Portal – Go Beyond Your Imagination with Enterprise Workspaces

PMC162 SAP NetWeaver Portal 7.3 in Action

PMC163 SAP NetWeaver Portal – The New Features for Enterprise Workspaces

PMC164 Portal Content and Portal Site Management by OpenText

PMC207 Mobile Enablement of SAP NetWeaver Portal – Overview and Mobile Integration

PMC208 Portal Content and Portal Site Management by OpenText – Overview

TEC203 Minimizing Downtime – Our Business Continuity Road Map

TEC300 Printing and SAP NetWeaver – A Technical Deep-Dive


SAP’s Technology Innovations and Solutions Important building blocks for a Sustainable IT

… help to reduce IT energy consumption,

minimize e-waste and foster dematerialization

… stand for simplification and

overall execution excellence

… ensure end to end business processes

availability and management

Green

TCO

Reliability

IT budgets stayed flat or have been reduced

IT complexity increased due to additional business needs

Energy a rising cost element for years

More and more public pressure for greener ICT

IT Challenges Today

SAP’s Technology Innovations and Solutions …

Feedback Please complete your

session evaluation for

EIM111.

Thanks for attending this SAP TechEd session.

Dr. Marc Diefenbruch [email protected]

@diefenbruch

www.facebook.com/marc.diefenbruch

http://www.linkedin.com/in/diefenbruch

Ginger Gatling [email protected]

@GingerGatling

http://www.linkedin.com/in/GingerGatling

mailto:[email protected]


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