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SAP Customer Engagement and Discovery
  • Level Foundation
  • Duration 13 hours
  • Course by SAP
  • Offered by

About

SAP Customer Engagement and Discovery is the third course in the SAP Technology Consultant Professional Certificate program. The course introduces you to SAP Activate methodology and teaches you how to engage with customers and work with them in exploring how to achieve their transformation goals. You’ll learn how to gather information and insights about a customer’s business, technology, and data. You’ll investigate SAP’s fit-to-standard analysis approach. You’ll consider how to accurately understand and assess a client’s needs. And you’ll look at SAP’s Customer Journey Roadmap, which includes how to identify and communicate the value of a solution to stakeholders and get signoff. By the end of this course, you will be able to: Describe the key elements of the SAP Activate methodology and Customer Engagement Model. Explain the program planning and set up activities for a typical SAP customer project. Explain what a technology consultant does in the Customer Engagement and Discovery phase of SAP projects. Explain how to gather relevant information and insights about customer strategy, objectives, processes, technology, and data. Describe how to conduct discovery workshops and interviews. Explain SAP's fit-to-standard approach and key preparation activities and develop a Customer Journey Roadmap. Identify and communicate the business value of a proposed SAP solution.

Modules

Welcome to Course 3: SAP Customer Engagement and Discovery

    • 1 Videos
    • 2 Readings
    • 1 Discussion
Show info about module content

1 Discussions

  • Meet and Greet

1 Videos

  • Course & Instructor Introduction

2 Readings

  • Course and Instructor Introduction
  • Syllabus

Introduction to SAP ACTIVATE Methodology

    • 2 Videos
    • 1 Readings
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2 Videos

  • Introduction to SAP ACTIVATE Methodology
  • SAP ACTIVATE Methodology Overview

1 Readings

  • Activity: SAP Activate Roadmap Viewer

Program Set-Up and Planning

    • 3 Videos
    • 3 Readings
Show info about module content

3 Videos

  • Program and Customer Engagement
  • Program Planning and Stakeholder Analysis
  • Program Set-Up and Kickoff

3 Readings

  • Activity: Program and Customer Engagement
  • Activity: Program Planning and Stakeholder Analysis
  • Activity: SAP Best Practices Explorer

Customer Engagement and Discovery Phase Activities

    • 3 Videos
    • 1 Readings
Show info about module content

3 Videos

  • Gathering Customer Insights and Information
  • Determining Analysis Approach and Preparation Activities
  • Identifying and Communicating Business Value

1 Readings

  • Activity: Determining Analysis Approach and Preparation Activities

Review of Module 1: Introduction to SAP Customer Engagement and Discovery

    • 1 Readings
    • 1 Discussion
    • 2 Assignment
Show info about module content

2 Assignment

  • Practice Quiz for Module 1: Introduction to SAP Customer Engagement and Discovery
  • Graded Quiz for Module 1: Introduction to SAP Customer Engagement and Discovery

1 Discussions

  • Discussion for Module 1: Introduction to SAP Customer Engagement and Discovery

1 Readings

  • Summary of Module 1

Understanding Business and Technical Metrics and Models

    • 3 Videos
    • 1 Discussion
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1 Discussions

  • Activity: Identifying delta and customer pain points

3 Videos

  • Introduction to Module 2
  • How are metrics and models used in analysis?
  • How are metrics and models used to validate?

Gathering Business and Technical Inputs

    • 3 Videos
Show info about module content

3 Videos

  • How to Gather Business and Technical Inputs
  • Facilitating a Customer Discovery Session
  • Refining and Aligning Business Objectives

Review of Module 2: Gathering Customer Information and Insights

    • 3 Readings
    • 1 Discussion
    • 2 Assignment
Show info about module content

2 Assignment

  • Practice Quiz for Module 2: Gathering Customer Information and Insights
  • Graded Quiz for Module 2: Gathering Customer Information and Insights

1 Discussions

  • Discussion for Module 2: Gathering Customer Information and Insights

3 Readings

  • Summary of Module 2: Gathering Customer Information and Insights
  • Activity: The SAP Roadmap Viewer – Introduction to the Roadmap Viewer
  • The SAP Roadmap Viewer – SAP S/4HANA Cloud roadmap, from Discover to Prepare.

Analysis Frameworks and Tools

    • 3 Videos
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3 Videos

  • Introduction to Module 3
  • Understanding the Fit-to-Standard Analysis Approach
  • Other Analysis Frameworks and Tools

Prepare and Set-Up for Analysis and Design

    • 4 Videos
    • 1 Readings
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4 Videos

  • Set-Up and Preparation Activities
  • Review Systems and Application Architecture
  • Review Business Process and Functional Architecture
  • Review Data Landscape

1 Readings

  • Develop an Enablement Strategy

Review of Module 3: Preparing for Solution Analysis and Design

    • 2 Readings
    • 1 Discussion
    • 2 Assignment
Show info about module content

2 Assignment

  • Practice Quiz for Module 3: Preparing for Solution Analysis and Design
  • Graded Quiz for Module 3: Preparing for Solution Analysis and Design

1 Discussions

  • Discussion of Module 3: Preparing for Solution Analysis and Design

2 Readings

  • Summary of Module 3: Preparing for Solution Analysis and Design
  • Activity: Tools for the Project - Application Lifecycle Management

Developing the Customer Journey Roadmap

    • 3 Videos
    • 1 Readings
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3 Videos

  • Introduction to Module 4
  • Documenting Discovery and Validated Business Objectives
  • Customer Journey Roadmap Planning

1 Readings

  • SAP tools for Documentation and Analysis

Identifying and Communicating Business Value

    • 2 Videos
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2 Videos

  • Identifying and Communicating Business Value
  • Guiding and Providing Technical Expertise

Incorporating Feedback and Seeking Phase Sign-off

    • 2 Videos
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2 Videos

  • Presenting the Customer Journey Roadmap
  • Incorporating Customer Feedback and Seeking Phase Signoff

Review of Module 4: Communicating Business Value and Seeking Signoff

    • 1 Readings
    • 1 Discussion
    • 2 Assignment
Show info about module content

2 Assignment

  • Practice Quiz for Module 4: Communicating Business Value and Seeking Signoff
  • Graded Quiz for Module 4: Communicating Business Value and Seeking Signoff

1 Discussions

  • Discussion of Module 4: Communicating Business Value and Seeking Signoff

1 Readings

  • Summary of Module 4: Communicating Business Value and Seeking Signoff

Final Assignment: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase

    • 2 Videos
    • 2 Readings
    • 1 Discussion
    • 1 PeerReview
Show info about module content

1 Peer Review

  • Project Submission: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase

1 Discussions

  • (Optional) Compare Your Work

2 Videos

  • Introduction to Module 5
  • Project Overview: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase

2 Readings

  • Instructions: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase
  • Case Study: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase

Review of Course 3: SAP Customer Engagement and Discovery

    • 1 Readings
    • 1 Discussion
    • 1 Assignment
Show info about module content

1 Assignment

  • Graded Quiz for Course 3: SAP Customer Engagement and Discovery

1 Discussions

  • Discussion of Course 3: SAP Customer Engagement and Discovery

1 Readings

  • Summary of Course 3: SAP Customer Engagement and Discovery

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Miguel Alcobia
Instructor

Miguel Alcobia