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ChaRM in 7.1 : Extracts from a Consultant's diary

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Fellow Members,

 

In this blog, I would like to share my experiences with previous Change Request Management projects. I read a blog on ChaRM on a Developers perspective and I liked it and it was close to the 'things' that you hear in a ChaRM Project. In the same lines, I tried to compile my notes from my work diary in a consultant's shoe and present it here in plain English.

 

P. S: All the content expressed here are my personal opinions and do not represent my employer or SAP.

 

1. Concept of Change Request and Change Document

 

Often during the blueprint discussion, the most asked question is 'Why do we need two documents in ChaRM process?'. Most of the customers I worked with find it little confusing. The confusion is more profound if the customer does not have a established change management process or used to any other tools (like sharepoint, custom web forms or editable PDF forms..etc) as Change Request Forms. The hard time for consultant will be to convince the customer and make them understand how  Change Request will be used only for Approvals and Change Documents would be used for handling Transport Management aspects of it.

 

2. Who will create Request For Change?

 

The organization structure of companies varies from one organization to another organization running SAP. So we can not go with a notion that one size fits all concept. The work of consultant would be easier if the customer has a well defined change management practice already established. Sometime the end user would be sales agent on the field or sometimes it's the help desk team in scenarios where the end user does not have access to system and had to call the help desk hotline to raise a CR on behalf of him/her. So identifying the right set of people for end user trainings is an important factor to be kept in mind while designing the process.

 

3. Approvals in Change Request.

 

This topics varies from customer to customer and consultant needs to be prepared to expect more than 4 or 5 approvers for a single change request. Average number of approvers I have encountered is three, speaking from my past experiences. This means having new partner functions and CRM UI customization aspects of it. Also there will be confusions when, the end user raising a request for a change would not be knowing who would be his 3rd level of approver for the request of change to be raised. In such cases we need to incorporate partner function determination using categories. This would ease the process. Also if the organization is huge then, expect to have a very long list of categories to be incorporated in a change request. In addition, if you customize the approval process determination using categories then it would be applauded by the end users for sure !!

 

4. Emails in Approval Management

 

Everyone loves to receive a email if he/she was made as a approver for a change request(if possible in HTML mail format). In a standard process offered the approvers receive worklist emails in their SO01 inbox. With little customization you can convert these SO01 worklist email to outlook/inbox email notifications. However please note, this email notification would be in plain text. Email notifications for approvers is one of the most needed feature in out of the box solution, hope SAP would incorporate this as a standard feature in future releases.

 

5. Which Change Documents to use?

 

Again, this is one of the most debated topics and strangely, I have seen customers reluctance to use Normal Changes for maintenance purposes. Some of the feedback I hear during blueprint discussion meetings is, Normal Change is too much 'clicks here and there' and in scenarios where Basis team is trying to minimize their efforts in Change Management and Transports execution process. Normal Change fits perfectly if the customer has a defined release cycle concept. However in scenarios where the customer is so much comfortable with existing ad hoc transports import, then they expect your new process to work the same way. However with the new preliminary imports and other enhancements, things have started to change and Normal Change is finding more and more relevance for everyday change processes. 

There is another perspective for this. Some customers would only be looking to automate the Transport Management process and other would be interested  in complete re-haul of their change management practice to adopt to best practices. So it depends on whose boarding room you would end up

 

6. Approval for Transport Import inside individual Change Documents

 

I encountered this request 2 out 3 times in my previous projects.  Even though Change Request is approved and handed over to functional/development team for implementation; the leads/managers of functional/development team would want to control the transport import process to follow on systems via approval apart from just controlling the phases of cycle. Again you can trace the origin of this type of requests to traditional email approvals that the team leads/managers used to provide before implementing new process. This type of requests are achieved by tweaking couple of new actions and statuses in the change documents. No big deal, but time consuming

 

7. Simply the User Experience and UI as much as possible

 

Before you hand over the process to user trainings, try going for minimalistic approach in the CR or CD UI. By default you would have lot many tabs inside CR or CD which may not be relevant for every customer. So tweaking the UI and removing not used tabs can add lot more value for the end users.

 

8. User Trainings

 

According to me,  this is one of most time consuming process in ChaRM implementation projects; it is every human's basic nature to be reluctant for the unknown or new things anyway . I recently used one of SAP's tool in training and content management portfolio, WPB (Workforce Performance Builder) and this tool turned out to be very useful for end user trainings in ChaRM. Users liked the way of learning new process ( like creating a new CR ...) in a completely new UI with relative ease.

 

Hope this helps all the consultants out there who would be handling ChaRM projects for the first time !!!

 

I would love to hear from all of you on your experiences, suggestions and feedback in the comment section.

 

With Regards,

Vivek


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