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A Firsthand Look at the Usability and User Productivity Improvements of SAP CRM Web UI Toros Aledjian SAP Global Design and UX Senior Product Manager

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Orange County Convention Center Orlando, Florida | June 3-5, 2014

A Firsthand Look at the Usability and User

Productivity Improvements of SAP CRM Web UI

Toros Aledjian

SAP Global Design and UX Senior Product Manager

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Legal disclaimer

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your

license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related

presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future

developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP´s willful misconduct or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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SAP 360 Customer

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Engage Customers like never before with SAP 360 Customer

1. The right insight at the right time

2. Anytime and anywhere

3. Specific to your industry

4. Integrated across your enterprise

5. With an experience that drives results

6. Internal and external social collaboration

7. Covering all interaction channels

8. Rich analytics incl. predictive and social

9. In the cloud, on premise or hybrid

10. Powered by SAP HANA

SAP 360 Customer

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SAP 360 Customer Solution Portfolio at a Glance

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1. INNOVATE IN CLOUD across

Marketing, Sales, Service,

Commerce, Social & Mobile

2. LEVERAGE ON-PREMISE with

hybrid solutions, private cloud,

and end-to-end integration

3. TURN INSIGHT INTO ACTION

with predictive analytics

powered by HANA

4. VERTICALIZE to differentiate in

key industries

SAP Product Strategy

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Beautiful UX, Mobile First, Social Everywhere,

Persona-Based, Predictive Analytics, Pre-Integrated

Innovate in Cloud

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The SAP User Experience Strategy*

* http://www.sapdesignguild.org/User_Experience_Strategy.pdf ** http://experience.sap.com/fiori

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User Experience - Fiori as strategic Direction

 Highly visual, interactive

user interaction paradigm

 Mobile-first approach

 Role-based, responsive,

simple, coherent micro

apps

 Visual, UI & Technology

Harmonization with Fiori

2.0

 Consistent experience

across Cloud and On-

Premise solutions

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Fiori CRM Apps for Sales Representatives

Target Group

 Focus is the role of the Sales Representative selling high value products and services Scope

 Customers and Contacts

 Leads and Opportunities

 Tasks and Appointments

 Collaboration, Documents and Notes

 Sales Pipeline Simulation and Performance Management

 Operational Sales Analysis: Accounts with open Activities; Top Opportunities, Lead Origin / Qualification / Status; Sales Performance Analysis YTD / YOY Analysis

Key Benefits

 New simplified user interface for CRM leveraging FIORI concepts

 One user interface across all business suite applications

 Responsive Design: One User interface for all devices (e.g. Phone, Tablet, Desktop)

 Mobile solution (online)

 Embedded analytics by leveraging SAP Hana Live Content (i.e. Virtual Data Models)

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SAP Road Map for WebClient UI Framework

Key themes, capabilities and Delivered

Significant search improvements

Additional usability features (e.g.

Dashboards, Tagging, Sharing, Favorites)

Improvement of table usability

Extended UI configuration capabilities

UI extensions via Rapid Applications and Mash-ups

Improvements for Application Enhancement Tool

Usability enhancements and round offs of existing usability features

(e.g. table enhancements,

Multi-layer BOL* extensibility

Incorporation of customer feedback

Round Offs in UI Configuration tool (e.g. splitter, ‘search’)

AET as stand alone tool

Context Menu for the Nav. L-Shape when collapsed

(CRM 7.0 EhP1 &

EhP2)

This is the current state of planning and may be changed by SAP at any time.

Today Today Today

Adoption of Corbu theme

Enablement of SAP Visual Enterprise viewer integration

Support of Safari on iPad

Button configuration for overview pages

Performance improvement on BOL queries

SAP GUI integration into WebClient

Overlay control for hover previews and bulletin boards

Icon-only navigation bar

Improved table personalization

(CRM 7.0 EhP3)

Multi-level personalization

Support of new browser version (e.g. Chrome)

Categorization for saved searches

Improved maintenance of saved searches

Connection of result list layout to saved search

Smart Search: Type Ahead

(CRM 7.0 EhP3)

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SAP Road Map for WebClient UI Framework

Key themes, capabilities and planned innovations

HTML5 Islands

HTML5 implementation of table graphics feature

Integration of read access logging

Text repository for BOL entities

Multi file upload via drag and drop

Focused investment based on consolidated customer feedback

Improved UI Configuration and personalization

Usage of HTML5 for graphical features

Enhancements in User Experience: Look & Feel

Innovative Interaction /

Navigation pattern for generic functionality

This is the current state of planning and may be changed by SAP at any time.

Planned Innovation Future Direction

Data Browser Timeouts

Home Page Tray General Configuration and resizing

Navigating vertically placed fields in search page

Mass Tagging of Object from Results List

Extended mobile platform support

Support of UI theme designer

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 How can I impact SAP developments?

 http://service.sap.com/influence

 Impact of Customer Connections on WEBCUIF development

2013: 8 new features delivered

2014: 10 improvement requests in process and scheduled for end of Q2

SAP Influence Programs

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Context Menu for the Nav. L-Shape when collapsed

1592001 Navbar opens/closes on hover

1592002 Minimize and maximize direct link groups

Browser Scrolling on touch screens(Multi Tablet Device Support)

1685218: General browser scrolling issues

1981994 Main WEBCUIF Tablet Support Note

1990258 Using WebCUIF on an Apple iPad tablet running Safari

1982708 Using WebCUIF on an Android tablet running Chrome

1982710 Using WebCUIF on a Microsoft Surface RT tablet running IE10

Central Edit of OVP

1602520: Improvement requests: Central Edit Button, One hit display

Main Browser Note

1746385 - Main WEBCUIF Browser Support Note

New Corbu Skin (avail EhP2 SP07)

1821042 - CORBU@CRM: Development of a new skin

NavBar Icons

1754297 L-shape( navigation bar ) icons not visible

1791004 Manual steps for note 1754297

Customer Engagement Initiative

Web UI Future Innovations - Delivered

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Configuration for buttons in OVP

1735540 WEBCUIF: Button Configuration for Overview Pages

Tagging F4 Help

1792873 - Extend Tag Cloud search help in order to search for all existing tags

Read-Only Cells in Planning Table

1766678- KFP Flex Table: font color of the read only cells

Recent Items Configuration

1769401 - Improvement of Recent Items functionality

Sorting and Filtering in Trees

1647229 - Sorting and Filtering of Trees Dev

Automated Test Support for Flex Table

1705704 - Flex Planning Table: Test Automation Support

Enhancement of Statistical Records by Triggering Action

1696021 - Enhanced STAD monitoring capabilities from CRM Applications

Right Hemisphere Integration

1749540 - Visual Enterprise Viewer integration

Global Personalization Settings

1701936 - Enabling system wide personalization

Customer Engagement Initiative

Web UI Future Innovations - Delivered

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Enhanced Sorting of Table Filter List

1686485 - Sort filter list in table header.

Enhanced Table Personalization (Side notes: 1857532, 1861165)

1855398 - Table Personalization enhancements features

Creation of Overlay Tag

1735592 - WEBCUIF: Introduction of thtmlbx:overlay tag

Integration of Bulletin Board

1770472 - WEBCUIF: Enhancements to overlay tag

Open AB after Goto Navigation

1725237 - GoTo Menu to automatically open the ABs if necessary

Performance Improvement on BOL queries

1819334 - Performance improvement BOL/GENIL queries

Cookbook for Navigation through Search Result OVP

1867097 - WebClient : Navigate result list from Overview Page

Overlay Preview for Tagging Functionality

1873316 - Preview for Tags in Tag Clouds

Customer Engagement Initiative

Web UI Future Innovations - Delivered

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Last Used Request in Transport Request Popup

1822097 - CRM UI: Offer the last chosen transport request in CTS popup

Browser Cache Buster (CSS Note: 1920638)

1855979 - JS files are not updated automatically in browser cache

1920638 - CSS files are not updated automatically in browser cache after the installation of a note

Keeping Position of Splitter Tag

NOTE TBD

Improved Maintenance of Saved Searches (Categorization of Saved Searches)

1965319 - Enhancing Saved Searches with Categories

Enhanced Smart Value Help:

NOTE TBD

Saving the Result layout with the Save Search

1987296 Share the Result Layout with a Saved Search.

1991680 Share the Result Layout with a Saved Search.

EHP3 05; EHP2 13; EHP1 13;

SAP GUI Integration into Web Client

NOTE TBD

Customer Engagement Initiative

Web UI Future Innovations - Delivered

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 Data Browser Timeouts - in process

 Home Page Tray General Configuration and resizing - in process

 Mass Tagging of Object from Results List - In Process

 Navigating vertically placed fields in advanced search page

 Smart Value Help for the advance search – Done

 Smart Value Help enhanced by BOL search - Planned

 Keyboard support for UI actions(“buttons”) - Planned

 Multi column Sorting - Planned

 Integration Into Read Access Logging - To log the read access to sensitive data– Almost Done

 HTML5 Islands 2013 - Same concept as Flash Islands for SAPUI5 and HTML5 based application - In Process

 DnD on File Upload - Ability to drag and drop files on a defined drop zone - In Process

 New Front-End Rich Text Editor (replacing the BTF)

 IE 11 standard support

 Default search criteria

 Custom Logo per Business Roles

 Integration with the Theme Designer – Almost Done

 Cancel button for long lasting Search queries

PAM https://websmp201.sap-ag.de/pam

Customer Engagement Initiative

Web UI Future Innovations - Planned

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New Corbu Skin

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NavBar Icons

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Button Configuration

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Tagging F4 Help

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FOLLOW US

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THANK YOU

THANK YOU FOR PARTICIPATING

Please provide feedback on this session by completing a short

survey via the event mobile application.

SESSION CODE: ####

For ongoing education on this area of focus,

visit www.ASUG.com

Toros Aledjian

Global Design Senior Product

Manager

Dietmar-Hopp-Allee 16

69190 Walldorf, Germany

T. +49 (6227) 7 74794

M. +49 (1514) 4 614254

Contact Info:

References

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