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SAP Customer Engagement and Discovery

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SAP Customer Engagement and Discovery

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1 week at 10 hours a week
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Gain insight into a topic and learn the fundamentals.
4.7

128 reviews

Beginner level

Recommended experience

Flexible schedule
1 week at 10 hours a week
Learn at your own pace
94%
Most learners liked this course

Build your Leadership and Management expertise

This course is part of the SAP Technology Consultant Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • 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 videosTotal 41 minutes
  • Course & Instructor Introduction3 minutes
  • Introduction to SAP ACTIVATE Methodology2 minutes
  • SAP ACTIVATE Methodology Overview7 minutes
  • Program and Customer Engagement5 minutes
  • Program Planning and Stakeholder Analysis5 minutes
  • Program Set-Up and Kickoff5 minutes
  • Gathering Customer Insights and Information7 minutes
  • Determining Analysis Approach and Preparation Activities4 minutes
  • Identifying and Communicating Business Value4 minutes
8 readingsTotal 65 minutes
  • Course and Instructor Introduction5 minutes
  • Syllabus5 minutes
  • Activity: SAP Activate Roadmap Viewer10 minutes
  • Activity: Program and Customer Engagement10 minutes
  • Activity: Program Planning and Stakeholder Analysis15 minutes
  • Activity: SAP Best Practices Explorer10 minutes
  • Activity: Determining Analysis Approach and Preparation Activities5 minutes
  • Summary of Module 15 minutes
2 assignmentsTotal 60 minutes
  • Practice Quiz for Module 1: Introduction to SAP Customer Engagement and Discovery30 minutes
  • Graded Quiz for Module 1: Introduction to SAP Customer Engagement and Discovery30 minutes
2 discussion promptsTotal 10 minutes
  • Meet and Greet5 minutes
  • Discussion for Module 1: Introduction to SAP Customer Engagement and Discovery5 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 videosTotal 21 minutes
  • Introduction to Module 21 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 Inputs5 minutes
  • Facilitating a Customer Discovery Session4 minutes
  • Refining and Aligning Business Objectives4 minutes
3 readingsTotal 25 minutes
  • Summary of Module 2: Gathering Customer Information and Insights5 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 assignmentsTotal 50 minutes
  • Practice Quiz for Module 2: Gathering Customer Information and Insights20 minutes
  • Graded Quiz for Module 2: Gathering Customer Information and Insights30 minutes
2 discussion promptsTotal 15 minutes
  • Activity: Identifying delta and customer pain points10 minutes
  • Discussion for Module 2: Gathering Customer Information and Insights5 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 videosTotal 32 minutes
  • Introduction to Module 32 minutes
  • Understanding the Fit-to-Standard Analysis Approach4 minutes
  • Other Analysis Frameworks and Tools7 minutes
  • Set-Up and Preparation Activities5 minutes
  • Review Systems and Application Architecture5 minutes
  • Review Business Process and Functional Architecture5 minutes
  • Review Data Landscape5 minutes
3 readingsTotal 18 minutes
  • Develop an Enablement Strategy5 minutes
  • Summary of Module 3: Preparing for Solution Analysis and Design3 minutes
  • Activity: Tools for the Project - Application Lifecycle Management 10 minutes
2 assignmentsTotal 50 minutes
  • Practice Quiz for Module 3: Preparing for Solution Analysis and Design20 minutes
  • Graded Quiz for Module 3: Preparing for Solution Analysis and Design30 minutes
1 discussion promptTotal 5 minutes
  • Discussion of Module 3: Preparing for Solution Analysis and Design5 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 videosTotal 21 minutes
  • Introduction to Module 41 minute
  • Documenting Discovery and Validated Business Objectives3 minutes
  • Customer Journey Roadmap Planning3 minutes
  • Identifying and Communicating Business Value3 minutes
  • Guiding and Providing Technical Expertise3 minutes
  • Presenting the Customer Journey Roadmap3 minutes
  • Incorporating Customer Feedback and Seeking Phase Signoff4 minutes
2 readingsTotal 7 minutes
  • SAP tools for Documentation and Analysis4 minutes
  • Summary of Module 4: Communicating Business Value and Seeking Signoff3 minutes
2 assignmentsTotal 50 minutes
  • Practice Quiz for Module 4: Communicating Business Value and Seeking Signoff20 minutes
  • Graded Quiz for Module 4: Communicating Business Value and Seeking Signoff30 minutes
1 discussion promptTotal 5 minutes
  • Discussion of Module 4: Communicating Business Value and Seeking Signoff5 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 videosTotal 6 minutes
  • Introduction to Module 52 minutes
  • Project Overview: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase4 minutes
3 readingsTotal 35 minutes
  • Instructions: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase15 minutes
  • Case Study: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase15 minutes
  • Summary of Course 3: SAP Customer Engagement and Discovery5 minutes
1 assignmentTotal 75 minutes
  • Graded Quiz for Course 3: SAP Customer Engagement and Discovery75 minutes
1 peer reviewTotal 180 minutes
  • Project Submission: Create a Customer Journey Map Plan to Prepare for Analysis and Design Phase180 minutes
2 discussion promptsTotal 15 minutes
  • (Optional) Compare Your Work10 minutes
  • Discussion of Course 3: SAP Customer Engagement and Discovery5 minutes

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4.6 (40 ratings)
SAP
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Showing 3 of 128

SB
·

Reviewed on Nov 8, 2023

I'm certified with the level of the content provided in this course.

SM
·

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

MC
·

Reviewed on Jan 21, 2024

I love it! Great guide to managing stakeholders and customers

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

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