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There are 5 modules in this course
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.
In this module we'll explore how SAP engages with customers, from opportunity stage to project set-up. We'll cover program and planning activities for a typical customer project including strategy, approach, roles and responsibilities and running a project kickoff session. We'll learn about the key elements of SAP's Activate Methodology and how it can accelerate project work. Finally, we'll look at what a Technology Consultant does in the engagement and discovery phase.
Introduction to SAP ACTIVATE Methodology•2 minutes
SAP ACTIVATE Methodology Overview•7 minutes
Program and Customer Engagement•5 minutes
Program Planning and Stakeholder Analysis•5 minutes
Program Set-Up and Kickoff•5 minutes
Gathering Customer Insights and Information•7 minutes
Determining Analysis Approach and Preparation Activities•4 minutes
Identifying and Communicating Business Value•4 minutes
8 readings•Total 65 minutes
Course and Instructor Introduction•5 minutes
Syllabus•5 minutes
Activity: SAP Activate Roadmap Viewer•10 minutes
Activity: Program and Customer Engagement•10 minutes
Activity: Program Planning and Stakeholder Analysis•15 minutes
Activity: SAP Best Practices Explorer•10 minutes
Activity: Determining Analysis Approach and Preparation Activities•5 minutes
Summary of Module 1•5 minutes
2 assignments•Total 60 minutes
Graded Quiz for Module 1: Introduction to SAP Customer Engagement and Discovery•30 minutes
Practice Quiz for Module 1: Introduction to SAP Customer Engagement and Discovery•30 minutes
2 discussion prompts•Total 10 minutes
Meet and Greet•5 minutes
Discussion for Module 1: Introduction to SAP Customer Engagement and Discovery•5 minutes
Gathering Customer Information and Insights
Module 2•2 hours to complete
Module details
In this module we'll cover how to gather customer information and insights as inputs for the analysis phase. We'll look at metrics or models that can be used in business or technical analysis and ways to gather business, data and technical information including discovery workshops, interviews, observations or surveys. Finally, we'll use the insights we've gathered to assess whether the customer's business objectives are aligned with the current organization.
How are metrics and models used in analysis?•5 minutes
How are metrics and models used to validate?•3 minutes
How to Gather Business and Technical Inputs•5 minutes
Facilitating a Customer Discovery Session•4 minutes
Refining and Aligning Business Objectives•4 minutes
3 readings•Total 25 minutes
Summary of Module 2: Gathering Customer Information and Insights•5 minutes
Activity: The SAP Roadmap Viewer – Introduction to the Roadmap Viewer •10 minutes
The SAP Roadmap Viewer – SAP S/4HANA Cloud roadmap, from Discover to Prepare. •10 minutes
2 assignments•Total 50 minutes
Graded Quiz for Module 2: Gathering Customer Information and Insights•30 minutes
Practice Quiz for Module 2: Gathering Customer Information and Insights•20 minutes
2 discussion prompts•Total 15 minutes
Activity: Identifying delta and customer pain points•10 minutes
Discussion for Module 2: Gathering Customer Information and Insights•5 minutes
Preparing for Solution Analysis and Design
Module 3•2 hours to complete
Module details
In this module we'll get ready for the analysis and design phase. This includes key preparation and technical set-up activities like ensuring the team is ready and configuring environments and tools to run fit-to-standard process workshops. We'll explore SAP's fit-to-standard analysis approach and compare it with other models, frameworks and tools used to analyse technology and business landscapes.
Understanding the Fit-to-Standard Analysis Approach•4 minutes
Other Analysis Frameworks and Tools•7 minutes
Set-Up and Preparation Activities•5 minutes
Review Systems and Application Architecture•5 minutes
Review Business Process and Functional Architecture•5 minutes
Review Data Landscape•5 minutes
3 readings•Total 18 minutes
Develop an Enablement Strategy•5 minutes
Summary of Module 3: Preparing for Solution Analysis and Design•3 minutes
Activity: Tools for the Project - Application Lifecycle Management •10 minutes
2 assignments•Total 50 minutes
Graded Quiz for Module 3: Preparing for Solution Analysis and Design•30 minutes
Practice Quiz for Module 3: Preparing for Solution Analysis and Design•20 minutes
1 discussion prompt•Total 5 minutes
Discussion of Module 3: Preparing for Solution Analysis and Design•5 minutes
Communicating Business Value and Seeking Signoff
Module 4•1 hour to complete
Module details
In this module we'll walk through how to identify and communicate the solution's business value to the customer's key stakeholders. We'll explore best practices for documenting your findings during discovery and your approach for the analysis and design phase in a Customer Journey Roadmap. We'll walk through how to identify and communicate the SAP solution's business value to the customer's key stakeholders, including how to seek customer feedback and signoff to move to the next phase.
Documenting Discovery and Validated Business Objectives•3 minutes
Customer Journey Roadmap Planning•3 minutes
Identifying and Communicating Business Value•3 minutes
Guiding and Providing Technical Expertise•3 minutes
Presenting the Customer Journey Roadmap•3 minutes
Incorporating Customer Feedback and Seeking Phase Signoff•4 minutes
2 readings•Total 7 minutes
SAP tools for Documentation and Analysis•4 minutes
Summary of Module 4: Communicating Business Value and Seeking Signoff•3 minutes
2 assignments•Total 50 minutes
Graded Quiz for Module 4: Communicating Business Value and Seeking Signoff•30 minutes
Practice Quiz for Module 4: Communicating Business Value and Seeking Signoff•20 minutes
1 discussion prompt•Total 5 minutes
Discussion of Module 4: Communicating Business Value and Seeking Signoff•5 minutes
Hands-on Project
Module 5•5 hours to complete
Module details
You will assess an SAP Customer Case Study to understand the customer's organization, business objectives and technology landscape. Following the assessment instructions, you'll use a template to complete and submit a Customer Journey Map Plan explaining how you will collaborate with other SAP professionals to prepare the customer for the analysis and design phase. Then you'll summarize your Customer Journey Map Plan approach in a short precis or by recording a video to present to the customer. To put your learning into practice you'll review the assessment submission of two (2) peers using the peer review rubric provided.
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Learner reviews
4.7
127 reviews
5 stars
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3 stars
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Showing 3 of 127
M
MC
5·
Reviewed on Jan 21, 2024
I love it! Great guide to managing stakeholders and customers
S
SM
5·
Reviewed on Dec 6, 2024
I learned a lot from this course, I am glad that SAP has the tool to meet the needs of different kinds of clients. I didn't know that SAP has solutions for Agribusiness
A
AP
5·
Reviewed on Oct 7, 2024
Peer to peer review makes this course a bit interesting course.
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