SAP Customer Engagement and Discovery
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SAP Customer Engagement and Discovery
This course is part of SAP Technology Consultant Professional Certificate
Instructor: Miguel Alcobia
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Skills you'll gain
- Stakeholder Engagement
- Agile Methodology
- Customer Analysis
- Technical Consulting
- Stakeholder Communications
- Business Requirements
- Stakeholder Analysis
- Process Analysis
- Stakeholder Management
- Project Management
- Business Analysis
- Journey Mapping
- Customer Insights
- Requirements Elicitation
- Customer Engagement
- Solution Design
- Consulting
- Consultative Approaches
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- Gain a foundational understanding of a subject or tool
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- Earn a shareable career certificate from SAP
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.
What's included
9 videos8 readings2 assignments2 discussion prompts
9 videos•Total 41 minutes
- Course & Instructor Introduction•3 minutes
- 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
- Practice Quiz for Module 1: Introduction to SAP Customer Engagement and Discovery•30 minutes
- Graded 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
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.
What's included
6 videos3 readings2 assignments2 discussion prompts
6 videos•Total 21 minutes
- Introduction to Module 2•1 minute
- 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
- Practice Quiz for Module 2: Gathering Customer Information and Insights•20 minutes
- Graded Quiz for Module 2: Gathering Customer Information and Insights•30 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
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.
What's included
7 videos3 readings2 assignments1 discussion prompt
7 videos•Total 32 minutes
- Introduction to Module 3•2 minutes
- 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
- Practice Quiz for Module 3: Preparing for Solution Analysis and Design•20 minutes
- Graded Quiz for Module 3: Preparing for Solution Analysis and Design•30 minutes
1 discussion prompt•Total 5 minutes
- Discussion of Module 3: Preparing for Solution Analysis and Design•5 minutes
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.
What's included
7 videos2 readings2 assignments1 discussion prompt
7 videos•Total 21 minutes
- Introduction to Module 4•1 minute
- 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
- Practice Quiz for Module 4: Communicating Business Value and Seeking Signoff•20 minutes
- Graded Quiz for Module 4: Communicating Business Value and Seeking Signoff•30 minutes
1 discussion prompt•Total 5 minutes
- Discussion of Module 4: Communicating Business Value and Seeking Signoff•5 minutes
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.
What's included
2 videos3 readings1 assignment1 peer review2 discussion prompts
2 videos•Total 6 minutes
- Introduction to Module 5•2 minutes
- Project Overview: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase•4 minutes
3 readings•Total 35 minutes
- Instructions: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase•15 minutes
- Case Study: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase•15 minutes
- Summary of Course 3: SAP Customer Engagement and Discovery•5 minutes
1 assignment•Total 75 minutes
- Graded Quiz for Course 3: SAP Customer Engagement and Discovery•75 minutes
1 peer review•Total 180 minutes
- Project Submission: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase•180 minutes
2 discussion prompts•Total 15 minutes
- (Optional) Compare Your Work•10 minutes
- Discussion of Course 3: SAP Customer Engagement and Discovery•5 minutes
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Reviewed on Nov 8, 2023
I'm certified with the level of the content provided in this course.
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
Reviewed on Jan 21, 2024
I love it! Great guide to managing stakeholders and customers
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