openSAP plm1-1 Week 2 Unit 3 RFQRM Presentation

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Week 2: Digitize the Define Phase

Unit 3: Manage Request for Quotation Processes


with Requirements Management
Manage request for quotation processes with requirements management
A typical RFQ process

Your Customer – Request a Quote

Send Receive
RFQ Quote

Your Company: Account Manager


Receive Extract Data Create
RFQ for Quote Quote

Your Company: Project Manager Sales Department


Receive Create & Import Define Review &
Disassamble Sequencing Inform Check Stage Handover to
Requirement Describe Require- Responsible Approve
Document Model ments Requirements Work Items Colleagues Colleagues of Completion Results Sales

Your Company: Responsible Compliance Officer*


Search for
Evaluate Each Confirm for
Accept Work Similar
Requirements Requirement Approval

Your Company: Responsible Product Engineer*


Search for Evaluate
Accept Confirm for
Similar Each
Work Requirements Requirement Approval

Your Company: Many Other Special Matter Experts*


Search for Evaluate
Accept Confirm for
Similar Each
** Work Requirements Requirement Approval

* Example of involved departments. Could also be external partners by using a collaboration session.
** Typically, and depending on the complexity, around a dozen employees from various departments are involved in processing a customer request.

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2


Manage request for quotation processes with requirements management
Shorten time-to-quote with CENIT’s requirements valuation cockpit (RVC)
from month to weeks to days
Your Customer – Request a Quote

Send Receive
RFQ Quote

Your Company: Account Manager …and for the Account Manager


Receive Extract Data Create
RFQ for Quote Quote
CENIT RVC offers additional capabilities for the Project Manager
Your Company: Project Manager Sales Department
Receive Create & Import Define Review &
Disassamble Sequencing Inform Check Stage Handover to
Requirement Describe Require- Responsible Approve
Document Model ments Requirements Work Items Colleagues Colleagues of Completion Results Sales

Your Company: Responsible Compliance Officer*

Accept Work
Search for
Similar
Evaluate Each Confirm for …and for the Processors
Requirements Requirement Approval

Your Company: Responsible Product Engineer*


Search for Evaluate
Accept Confirm for
Similar Each
Work Requirements Requirement Approval

Your Company: Many Other Special Matter Experts*


Search for Evaluate
Accept Confirm for
Similar Each
** Work Requirements Requirement Approval

* Example of involved departments. Could also be external partners by using a collaboration session.
** Typically, and depending on the complexity, around a dozen employees from various departments are involved in processing a customer request.

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3


Manage request for quotation processes with requirements management
CENIT’s RVC keeps an eye on the deadline by showing degree of completion and fulfillment

Requirements Valuation Cockpit

Project Manager view


▪ Role-specific views and
functions for project
manager, processors, and
account manager to focus
on their tasks for all, owned,
or assigned RFx processes. Requirements Valuation Cockpit

▪ Search and filter helps to Processor view


provide information quickly.
▪ Time remaining and the
degree of completion and
fulfillment are calculated and
displayed for each RFx Requirements Valuation Cockpit

process. Account Manager view

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Manage request for quotation processes with requirements management
Demo

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Manage request for quotation processes with requirements management
CENIT’s RVC CREATOR reduces the effort to set up a new RFx process

▪ Provide essential facts of the RFx process at a


glance.
▪ Automatically
– create a customer folder in requirements
management for SAP EPD.
– store the RFx process in the customer folder.
Requirements Management and

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6


Manage request for quotation processes with requirements management
The DECOMPOSER automates the preparation of requirements for the follow-up evaluation

Requirements Valuation Cockpit

▪ Automatically classify
properties such as department,
priority, and category based on
customer-specific keywords
managed in the keywords
database.
▪ Create sub-requirements
keeping the original structure
– for each department if
multiple keywords match.
– for each requirement
containing multiple
requirements.
▪ Edit, import, and export
configured keyword templates.

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Manage request for quotation processes with requirements management
The COLLABORATION HANDLER saves a lot of time when forwarding to processors

Requirements Valuation Cockpit

▪ Simply invite
– colleagues or suppliers to
evaluate requirements.
– the customer to clarify or
approve requirements.
▪ Automatically
– create a supplier or customer
collaboration.
– assign selected requirements
to the supplier or customer
collaboration.
Supplier Collaboration Customer Collaboration
– start a use-case-specific
workflow in the supplier or
customer collaboration.
– inform colleagues, suppliers,
or customer by email. PRJ_06_Master of boxes PRJ_06_Health Food Express

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Manage request for quotation processes with requirements management
Demo

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Manage request for quotation processes with requirements management
The EXPLORER helps to find similar requirements and existing solutions

▪ Find similar requirements in Requirements Valuation Cockpit

other RFx processes and


– Reuse similar
requirements and their
linked solutions.
– Take over property details
from similar requirements
such as workload,
comments, or other
ratings.
▪ Find existing solutions in the
SAP backend and
– Link existing solutions,
such as materials,
documents, or other
business objects.

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Manage request for quotation processes with requirements management
Key takeaways

Summary
▪ CENIT’s requirements valuation cockpit (RVC)
– Extends requirements management for SAP EPD
– Helps to keep an eye on the deadline by showing the degree
of completion and fulfillment of each RFx process
▪ Creator
– Reduces the effort to set up a new RFx process
▪ Decomposer
– Automates the preparation of requirements for the follow-up
evaluation
▪ Collaboration Handler
– Saves a lot of time when it comes to collaboration with
suppliers or the customer
▪ Explorer
– Helps to find similar requirements and already implemented
solutions in the SAP backend (SAP S/4HANA and SAP ERP)
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Thank you.
Contact information:

b.schurr@cenit.com
open@sap.com
Follow all of SAP

www.sap.com/contactsap

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