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Scope Document - SAP Cloud Engineered Implementation ENGLISH v.10-2019
Specialized Scope Document Template for Cloud Engineered Service Implementation
Service Name
quick start service for workforce analytics and planning
Service Number
50152724
Service Version
V1
Published Date
01 June 2020
Version History
Service Version
Change Date
Description
V1
01 June 2020
First version
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Scope Document - SAP Cloud Engineered Implementation ENGLISH v.10-2019
Scope Document
Scope Document for Cloud Engineered Implementation
This Scope Document forms part of the Order Form.
Capitalized terms that are not defined in this document (section 9) have their meaning defined in the General
Terms and Conditions (or alternatively the governing terms and conditions) or in the Order Form.
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CONTENTS
1. SCOPE OF SERVICES ............................................................................................................................. 4
1.1 Scope ................................................................................................................................................. 4
1.2 Integration Scope ............................................................................................................................... 5
1.3 Workflows, Reports, Interfaces, Conversions, Enhancements / Extensions and Forms .................. 5
1.4 Data Migration Scope ........................................................................................................................ 5
1.5 SAP Cloud Service releases.............................................................................................................. 5
2. APPROACH AND RACI ............................................................................................................................ 6
3. ESTIMATED SCHEDULE ......................................................................................................................... 8
4. ORGANIZATION ....................................................................................................................................... 8
4.1 SAP Team.......................................................................................................................................... 8
4.2 Customer Team ................................................................................................................................. 9
4.3 Governance ....................................................................................................................................... 9
5. SAP DELIVERABLES ............................................................................................................................. 10
5.1 Acceptance Process ........................................................................................................................ 10
6. GENERAL CUSTOMER RESPONSIBILITIES ....................................................................................... 10
7. ASSUMPTIONS ....................................................................................................................................... 11
8. EXCLUSIONS .......................................................................................................................................... 11
9. DEFINITIONS .......................................................................................................................................... 12
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1. SCOPE OF SERVICES
SAP will provide the quick-start service for workforce analytics and planning (“Service”) as defined herein to
assist Customer with the implementation of the Customer’s SAP SuccessFactors Workforce Analytics (WFA)
or SAP SuccessFactors Workforce Planning (WFP) software.
1.1 Scope
The scope of this Service will be limited to the implementation of the Core Workforce and Mobility Metrics
Pack over a single SAP SuccessFactors Employee Central datasource. The following foundation scope
items are all mandatory and included:
Scope Items / Business Process
Remote scope validation workshop
Remote project planning and resource
alignment
Leading practice Configuration Workbook
completion
Leading practice WFA/WFP instance
configuration
Testing preparation
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Scope Items / Business Process
Go-Live preparation
Scope will be confirmed during the remote scope validation workshop.
1.1.1 Scope Pre-requisites
Customer will have the following products before the start of the Service:
Product
Product Version /
Support Package
Component
Status
SAP SuccessFactors Employee Central (EC)
Latest available
Employee Central
Licensed and
Implemented
SAP SuccessFactors Workforce Analytics or
Planning (WFA / WFP)
Latest available
Workforce Analytics or
Workforce Planning
Licensed
1.1.2 Scope Details
The following applies to the functional scope.
Geographic and Organizational Scope
In Scope
Number of Customer legal entities
Single EC instance only
Country(ies)
Any
Languages
Any WFA/WFP supported language
Number of users
As per subscription
1.2 Integration Scope
No integration points are in scope for this Service.
1.3 Workflows, Reports, Interfaces, Conversions, Enhancements / Extensions and Forms
No Workflows, Reports, Interfaces, Conversions, Enhancements / Extensions, or Forms will be created or
delivered within the Service. Standard SAP code will be neither modified nor extended.
1.4 Data Migration Scope
No data migration is in scope for this Service.
1.5 SAP Cloud Service releases
The Service will be performed on a two (2) system landscape: Development, and Production Environment.
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SAP Cloud Service
The functionality and configuration settings
are based upon the following expected
release version:
Module
SAP SuccessFactors
b2005
HCM - Employee Central
Customer must go live at the release version of SAP SuccessFactors which is generally-available as of the
actual go-live of the Service. It is common that at least one quarterly update will be released for general
availability during the duration of the Service.
2. APPROACH AND RACI
SAP will follow the applicable parts of the SAP Activate methodology which has the following phases.
1. Prepare: The Service is formally initiated and the schedule, project plans and resources are agreed.
The SAP development system is requested and created.
2. Explore: Workshops are conducted to perform a Fit-to-Standard analysis so as to validate the solution
functionality included in the Service scope and confirm the business requirements can be satisfied
3. Realize: The Customer-specific business scenarios and process requirements are built incrementally
through a series of leading practice configuration and test sprints. The test approach and any knowledge
transfer are executed, and the Customer User Acceptance Testing is completed. The cutover is planned,
and the production is requested.
4. Deploy: Final checks are made before the cutover to production. End users are trained, and ongoing
support is put in place by the Customer. The hyper-care period concludes, and the Service is closed. A
subsequent run phase in which the operability of the solution can be fine-tuned and options for
improvement can be considered is not in scope with this Service.
SAP and Customer agree the following responsibility matrix of activities per phase.
• Responsible (R): Charged with performing the activities. A mutually agreed project plan may define
further details at the work unit level.
• Accountable (A): The Customer has overall accountability for its implementation and all the activities
identified below. Hence, Accountable (A) does not appear for the activities below.
• Consulted (C): Provides input on how to perform the activity and supports the execution of the activity.
• Informed (I): Provided with information.
Task
SAP
Customer
Prepare Phase
Scope Validation Activities
Scope validation session (remote)
R
C
Implementation Start
Initial EC data extraction and review
R
I
Call to review project and test plan
R
C
Finalize project and test plan; Resources assigned
C
R
Review Sprint test plan
R
I
Schedule Sprint meetings
I
R
Build and publish Leading Practice site
R
I
QG: Prepare Sign-Off
I
R
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Task
SAP
Customer
Explore Phase
Solution Design
SAP review and preparation of Leading Practice site
R
I
Basic Navigation/DTD training session (remote)
R
I
Sprint - Dimensions (including DTD)
Hierarchy overview and validation call
R
C
Finalize and deliver Configuration Update Log
I
R
Update specification and configuration; Publish updates
R
I
Re-Validate Dimensions
I
R
Customer approval to move to next Sprint
I
R
Sprint - Analysis Options (including DTD)
Analysis Option overview and validation call
R
C
Customer validation of Analysis Options
I
R
Finalize and deliver Analysis Option configuration Update Log
I
R
Update specification and Analysis Option configuration; Publish
updates
R
I
Re-Validate Analysis Options
I
R
QG: Explore Sign-Off
I
R
Realize Phase
Sprint – Measures
Measure overview and Total Organization validation call
R
C
Finalize and deliver Measure configuration Update Log for Total
Organization
I
R
Update specification and Measure configuration; Publish updates
R
I
Measure validation
I
R
Customer delivers Measure Issue Log
I
R
Update specification and configuration (if required)
R
I
Re-Validate configuration updates (if required)
I
R
Customer Approval to move to next Sprint
I
R
Sprint 4 - Internal Movement and Other Measures
Measure overview and Total Organization validation call
R
C
Finalize and deliver Measure configuration Update Log for Total
Organization
I
R
Update specification and Measure configuration; Publish updates
R
I
Measure validation
I
R
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Task
SAP
Customer
Customer delivers Measure Issue Log
I
R
Update specification and configuration (if required)
R
I
Re-Validate configuration updates (if required)
I
R
QG: Realize Sign-Off
I
R
Deploy Phase
Production Cutover / Switch to Production - Go Live
Navigation, Query and Tool training for Project Team (remote)
R
I
Extract and publish updated data set to Production
R
I
Review and prepare Production site for Phase I launch
R
C
QG: Deploy Sign-Off
I
R
Go-live Support
Administration Introduction call
R
I
Transition call (Support and Adoption)
R
I
Post-Production Go-live Support resolution of logic issues
(Hypercare)
R
I
3. ESTIMATED SCHEDULE
Within (5) five business days after Order Confirmation the Customer will be contacted by SAP to schedule
the start of the Service.
The current estimated schedule provides provisional durations per phase as follows:
Phase
Estimated Duration
(Weeks)
Estimated Start Date
Prepare
1 week
To be mutually agreed
Explore
2 weeks
1 week after start of Prepare
Realize
2 weeks
2 weeks after start of Explore
Deploy
1 week
2 weeks after start of Realize
4. ORGANIZATION
4.1 SAP Team
The key SAP roles are as follows:
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SAP Team
Level of Involvement
Project Manager
Single resource. Part-time. Offsite.
Busoiness Process Consultant
Single resource. Part-time. Offsite.
Technical Consultant
Single resource. Part-time. Offsite.
4.2 Customer Team
The Customer team will include the following roles. Customer team is assumed to be available to complete
Customer activities.
Customer Team
Description
Level of Involvement
Executive Sponsor
Ultimate decision maker on scope, priorities, budget and
changes issues. Owner of the product backlog.
Active advocate for the project towards internal
stakeholders.
Single resource. Part-
time. Onsite or remote.
Project Manager
Management of resources, resolving issues, project plan,
project status and decision-making process through the
steering committee.
Single resource.
Part-time. Onsite or
remote.
Application Functional
Consultant
(Decision Maker)
Identifies how data is being consumed and used today.
Aligns configuration decisions with Audience needs. First
set of key users. Owns the build-out and launch of the
application. Primary resources for the end-users
Single resource.
Part-time. Onsite or
remote.
Technology Architect
Identifies the source system architecture ,Supports testing
Single resource.
Part-time. Onsite or
remote.
Nominated End Users for
Testing and Training
System end users that join the project to undertake testing
and training.
Multiple resources. Part-
time. Onsite or remote.
4.3 Governance
Customer and SAP will establish a Project Governance model during the Prepare phase to help execute the
Service and provide a framework for maintaining project management standards and communication among
project participants given their roles and responsibilities.
Components of the Project Governance model may include but may not be limited to the following:
• Regular meeting cadence for project management, functional, technical teams and/or other project
parties of SAP and Customer
• Identification of both SAP and Customer resources that would serve as part of the core project team to
handle day-to-day responsibilities
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5. SAP DELIVERABLES
The following table lists the SAP Deliverables.
Phase
Deliverable
Deliverable Description
Completion Criteria
Prepare
Leading Practice Configuration
Workbook and WFA / WFP
Site (the WFA / WFP web
application module pre-
populated with customer data)
Completed Configuration Workbook
(Excel Spreadsheet). Published
Leading Practice (web) site
available to Customer through the
WFA / WFP application. Includes
Customer data and logic
Email Configuration
Workbook. Publication of
Leading Practice Site to Dev
Instance. Available through
SuccessFactors WFA / WFP
application
Explore
Dimensions / Analysis Options
Updated Leading Practice Site
containing Dimensions and Analysis
options based on Configuration
Workbook and subject to available
data in Employee Central
Update and re-Publish
Leading Practice Site to Dev
Instance. Dimension updates
available through
SuccessFactors WFA / WFP
application
Realize
Measures / Metrics
Updated Leading Practice Site
containing business accurate
Measures / Metrics based on
Configuration Workbook and
available data in Employee Central
Update and re-Publish
Leading Practice Site to Dev
Instance. Measure updates
available through
SuccessFactors WFA / WFP
application
Deploy
Final Production WFA / WFP
Site based and Final
Configuration Workbook
Production site consisting of
Dimensions, Analysis Options and
Measures / Metrics based on Final
Configuration Workbook and
available data in Employee Central
Email Final Configuration
Workbook. Publication of
Site to Production Instance.
Available through
SuccessFactors WFA / WFP
Production application,
aligns with Dev Instance
5.1 Acceptance Process
SAP Deliverables shall be deemed accepted when provided to the Customer.
6. GENERAL CUSTOMER RESPONSIBILITIES
Customer has in particular the following general responsibilities.:
• Ensure that Customer team members are knowledgeable about the solution being implemented and
define their training approach and schedule. Ensure that key users are available for all workshops and
activities as needed.
• Minimize the change in personnel throughout the duration of the Service.
• Manage the Customer’s third-party service providers.
• Supply SAP with the names and contact information of key Customer and third-party resources.
• Organizational change management activities, training and knowledge transition activities which include,
but are not limited to the following: communication plan, organizational transition plan, business readiness
for go live, design and roll-out of end-user training, coordination with remote sites, and project
communication to the company.
• Ensure that a consistent, stable, and fast SAP remote support connection/service connection is available
between SAP and the Customer at the required times.
• Provide SAP with the necessary authorizations for remote access to Customer’s systems.
• Provide technical advice regarding any third-party systems to which the team will have access.
• Ensure Customer compliance with any relevant governmental and regulatory requirements.
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Performance by Customer of its collaborative duties in this contract is a primary contractual duty and is a
necessary precondition for the proper performance of SAP’s duties. Customer acknowledges and agrees
that failure on the part of Customer to meet or fulfil any of the specified Customer responsibilities or
requirements in this Agreement might result in a delay in a delay of the provision of the service and/or in the
estimated schedule.
7. ASSUMPTIONS
The following assumptions apply:
• If the quick-start service has not started within two (2) months of the estimated start date as mutually
agreed, SAP has the right to terminate the quick-start service without liability.
• SAP may require up to two (2) weeks to assemble a team. SAP reserves the right not to start the Service
until SAP has assembled a team.
• No more than one (1) business day of workshops will be undertaken during the Explore phase.
• SAP will provide up to four (4) hours of knowledge transfer to project team members.
• No more than five (5) Customer project team members will attend the knowledge transfer workshop.
• SAP will support the Customer with User Acceptance Testing by assisting with test defect resolution. UAT
support is limited to up to five (5) continuous business days which will not exceed one (1) SAP person
days.
• No more than ten (10) Customer persons will execute User Acceptance Testing.
• SAP will assist Customer with the move to the Production environment for up to two (2) SAP person days.
• SAP will provide up to five (5) continuous business days of go-live support to a maximum of two (2) SAP
person days, remotely. Go live support will begin when the technical cutover has been executed by
Customer. Cutover to Production is expected to be executed by Customer within two (2) weeks after
knowledge transfer has been completed. Production validation by Customer is considered part of the
period of go live support.
• Prior to Project closure, Customer will not change any configuration settings since this may interfere with
the Project implementation.
• The project language is English and all documentation will be prepared in English. Project meetings will
be held in English and minutes will be prepared in English.
• SAP may use certain software and tools (all referred to as Tools herein) for its work, for which the rights
are not already regulated through a software license agreement. All title to and rights in Tools, including
without limitation copyright and rights of authorship, remain with SAP or SAP SE. These Tools may be
copied to Customer’s system and Customer is granted non-exclusive rights to use Tools for the term of
and solely for the purposes related to the Service. No other use, including the creation of further copies or
use on another system, is permitted. Tools and all permitted copies of Tools must be deleted at the end of
the Service. If at SAP’s sole discretion Tools are left on the system for documentation purposes,
Customer is not permitted to use Tools for any other remaining purpose except documentation. Such
Tools are on an as-is basis with no warranty. SAP will not support or enhance the Tools beyond what is
provided during the term of the Service.
• All supporting documentation will be developed using personal computers/laptops using Microsoft Office
applications (Word, Excel, MS Project, Visio and PowerPoint) or other mutually agreed documentation
tools.
• For the avoidance of doubt, Customer will primarily be responsible for correcting non-conforming results,
which are related to Customer responsibilities, and SAP will primarily be responsible for correcting
Material Defects, which are related to the agreed SAP scope and activities performed by SAP, provided
that the other party will support when needed.
8. EXCLUSIONS
Any items or services not defined as in scope for this Service are deemed out of scope, including, but not
limited to the following exclusions:
• Measures and/or Dimensions requested outside of the Core Workforce and Mobility Metrics Pack
document.
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• Platform/Operational and/or Custom Reporting on the SuccessFactors modules are separate from the
Workforce Analytics application and are not included in this scope.
• Deliverables not explicitly described in this Scope Document.
• An analysis of as-is business processes.
• Programs or content to migrate data from legacy systems.
• Data cleansing or data clean up.
• Coordination of work required from Customer’s third-party vendors.
• Formalized training on the SAP Cloud Service for project team members or training for users. This would
be included in a separate Scope Document for Education Services. Knowledge transfer does not replace
training.
• Content for end user training.
• The development of new functionality, extensions or co-innovation.
• Verification and validation testing processes that may be required by regulatory, industry or governmental
requirements.
• Developments that modify the standard SAP Software source code.
• Implementation of any solution or integration scope not explicitly mentioned in this document.
• Implementation on any additional servers not explicitly mentioned in Section 1.1 of this document
• Customer specific authorizations roles and security concepts. SAP will use the standard authorization
content provided with the SAP Cloud Service.
• Custom developments and software developments.
• Any changes required because of pre-existing Customer specific enhancements or developments.
• Any changes required because of quality or values of Customer’s master and transactional data.
• Unit testing in any other environment besides the environment where the initial configuration was
completed.
• Testing using more than one application language. Only content in English will be tested.
• Interfaces to third party or to legacy systems not defined.
• Creation or change of print forms.
• Reports that are not in the SAP standard application or modifications to these standard reports.
9. DEFINITIONS
1. On Premise: solution hosted on servers owned and managed by the Customer or its nominated
service providers and located at the Customer’s or the Customer’s service provider’s own facilities.
2. SAP Cloud Service: means a subscription based, hosted, supported and operated distinct
on-demand solution provided by SAP under an applicable Order Form.
3. SAP Best Practices: SAP’s predefined business processes, configuration content and documentation
for SAP Software. SAP Best Practices may be used as the basis for SAP implementation activities.
4. SAP Rapid-Deployment solutions: packaged content that provides a predefined scope, delivery
approach and SAP Best Practices business processes and configuration to accelerate the deployment of
SAP software.
5. Engineered Service: a service delivered by SAP that has a predefined scope, delivery approach and
accelerators.
6. SAP Activate: a standard SAP methodology used for SAP implementation projects.
7. Workflows: a workflow is a sequence of connected steps triggered by an event to automate a process
such as a document approval.
8. Reports: technical objects designed to deliver business figures or reports with no change to application
data.
9. Interfaces: technical objects to transfer information from one system to another, usually referring to
objects that are not part of the SAP licensed Software.
10. Conversions: technical objects used to migrate data to SAP systems during the Service.
11. Enhancements: changes to SAP functionality using development objects specifically provided for
Customer changes.
12. Extensions: customer-specific additions to functional capabilities of the SAP Cloud Service. Such
extensions do not modify the Cloud Service as licensed under the applicable SAP Cloud Service
agreement.
13. Forms: printed or electronic forms containing formatted information from SAP applications.
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14. Sandbox Environment: a temporary SAP system environment (sometimes called realm, platform or
tenant) used to demonstrate processes and example prototypes. Implementation work undertaken in a
Sandbox Environment is typically not moved to other environments.
15. Development Environment / Starter system: an SAP system environment (sometimes called realm,
platform or tenant) in which initial configuration and build activities are completed. Implementation work
undertaken in a Development Environment would be moved to a Quality Assurance Environment and/or
Production Environment.
16. Quality Assurance Environment / Q-system: a SAP system environment (sometimes called realm,
platform or tenant) used for configuration and/or testing content from the Development Environment prior
to moving it to the Production Environment.
17. Production Environment / P-system: a SAP system environment (sometimes called realm, platform or
tenant) used to execute operational business processes.
18. User Acceptance Test: test undertaken by end users to check that the system fundamentally operates
according to the agreed scope.