SAP Cloud Solutions Support Professional Services Automation
SAP supports professional services automation across engagement, finance, and workforce management through different cloud solutions. SAP Customer Experience can be leveraged to create new opportunities and quotes. While doing so, prices can be sent from SAP S/4HANA Cloud to SAP Customer Experience. Once the opportunity is won and the sales deal is closed, the customer project can be created in SAP S/4HANA Cloud.
In SAP S/4HANA Cloud, customer project management processes enable project managers to create, manage, and monitor customer projects, including planning of work packages and efforts, staffing resources, and creating billing plans for services. When efforts have been recorded, project managers can release billing proposals, which are later used in the creation of invoices. Project managers can also monitor projects for financial performance, using criteria such as cost, revenue, margin, and variance.
The SAP SuccessFactors Employee Central integration with SAP S/4HANA Cloud offers you predefined content for data integration to enable end-to-end business processes across your core Cloud HR and SAP S/4HANA Cloud. Employee master data records, as well as organizational assignments of the newly hired employee in the SAP SuccessFactors system, can be replicated to SAP S/4HANA Cloud and used for staffing purposes. Similarly, outside experts can be assigned to projects as well. The integration of SAP Fieldglass with SAP S/4HANA Cloud supports, automates, and extends SAP S/4HANA Cloud contingent labor, including processing of job postings and statements of work, hiring and management processes.
The next section will take you through the SAP S/4HANA Cloud Professional Services end-to-end process flow in further detail.
SAP S/4HANA Cloud Professional Services End-to-End Process
SAP S/4HANA Cloud Professional Service provides integrated project management tools optimized to help your organization deliver projects on time and within budget. The software enables project managers to create and plan customer projects, as well as search for and assign resources, manage and monitor project execution, and address different billing scenarios. The integration of sales orders with project management enables the creation of invoices. The project proﬁtability can be assessed based on the project costs and revenues.
Professional services companies may work both with own employees, but also with external workforce. Purchasers are able to create a purchase order (PO) for service items. Whether or not an approval process is initiated for the PO before it is issued to a supplier depends on the settings made during conﬁguration. Both internal consultants and contingent workers are able to record time across customer projects, including text notes or implementation-specific data as required by each project. In case an approval process is in place, time entries are submitted to the project manager for approval.
The project manager can get an overview of all the open billing proposals within the projects assigned, prepare the list of billing proposals to be released and subsequently trigger billing processes. A billing proposal represents a collection of billing plan items that are planned to be billed on a target billing date. One or several billing proposals of the same project can be released simultaneously to create a debit memo request for further processing and billing. Finally, the billing clerk creates the invoices for customers.