on 2024 Jul 03 4:04 PM
Hi Community,
In case you have a prospective client for the Process Insights, Discovery Edition service, what are the steps to follow as a partner to request the product for the client and obtain the SAP report?
Thanks.
Request clarification before answering.
Hi Natalia,
Kantrice mentioned a url link in her post that will take you to the website where SAP Signavio Process Insights Discovery Edition analysis can be requested.
Please note that this analysis is free of charge (for all customers on SAP Maintenance) and can be requested only once every 12 months. End Customers will have to submit the request directly on the website. SAP partners can no longer submit a SAP Signavio Process Insights, discovery edition request on behalf of their end customers.
Here is the link again - https://bpi-discovery-proxy.cfapps.eu10.hana.ondemand.com/request/BSR/
The website mentions the two SAP notes that need to be applied on the SAP ERP Productive system. The website also contains links to a presentation, FAQ and a how-to guide as well.
Hope this helps.
Regards,
Projit
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Good day! Thank you for your inquiry to our SAP community!
For the Process Insights, Discovery Edition service, an SAP customer may request for free.
I have attached the link to the form needed here: Request Form
Kind regards,
Kantrice D.
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Hi
Few more solution:
Certainly! Here’s a more structured example of the steps and format you might follow as a partner to request Process Insights, Discovery Edition for a prospective client:
Example Steps to Request Process Insights, Discovery Edition
1. Partner Contact Information:
- Partner Name: [Your Company Name]
- Partner ID: [Your Partner ID]
- Partner Contact: [Your Contact Person]
- Contact Email: [Your Email]
- Contact Phone: [Your Phone Number]
2. Client Information:
- Client Name: [Client Company Name]
- Industry: [Client Industry]
- Contact Person at Client: [Client Contact Person]
- Client Email: [Client Email]
- Client Phone: [Client Phone Number]
3. Engagement Details:
- Purpose of Engagement: Request for Process Insights, Discovery Edition evaluation.
- Description of Client’s Needs/Challenges: [Brief description of why the client is interested in Process Insights, e.g., process optimization, efficiency improvement, compliance validation, etc.]
4. Use Case and Business Objectives:
- Use Case: Describe how Process Insights, Discovery Edition aligns with the client’s business objectives.
- Expected Benefits: Outline the expected benefits for the client, such as cost savings, time efficiency, or compliance improvements.
5. Requested Actions:
- Product Request: Request access to Process Insights, Discovery Edition for client evaluation.
- Demonstration: Request a product demonstration for the client to showcase capabilities and benefits.
- SAP Report: Request the SAP report based on the analysis of the client’s business processes using Process Insights.
6. Next Steps:
- Coordinate with SAP Account Executive to arrange a demonstration.
- Follow up on the request status and timeline for accessing Process Insights.
- Prepare to assist the client during the evaluation phase and address any questions or concerns.
7. Additional Information:
- Include any additional relevant information or specific requirements for the client engagement.
---
Example Request Email Format:
```
Subject: Request for Process Insights, Discovery Edition Evaluation
Dear [SAP Account Executive Name],
I hope this message finds you well. We are reaching out on behalf of [Your Company Name], an SAP partner, with a request to evaluate Process Insights, Discovery Edition for one of our prospective clients, [Client Company Name].
Partner Contact Information:
- Partner Name: [Your Company Name]
- Partner ID: [Your Partner ID]
- Partner Contact: [Your Contact Person]
- Contact Email: [Your Email]
- Contact Phone: [Your Phone Number]
Client Information:
- Client Name: [Client Company Name]
- Industry: [Client Industry]
- Contact Person at Client: [Client Contact Person]
- Client Email: [Client Email]
- Client Phone: [Client Phone Number]
Engagement Details:
- Purpose of Engagement: Request for Process Insights, Discovery Edition evaluation.
- Description of Client’s Needs/Challenges: [Brief description of why the client is interested in Process Insights]
Use Case and Business Objectives:
- Use Case: Describe how Process Insights, Discovery Edition aligns with the client’s business objectives.
- Expected Benefits: Outline the expected benefits for the client, such as cost savings, time efficiency, or compliance improvements.
Requested Actions:
- Product Request: Request access to Process Insights, Discovery Edition for client evaluation.
- Demonstration: Request a product demonstration for the client.
- SAP Report: Request the SAP report based on the analysis of client’s business processes using Process Insights.
Next Steps:
- Coordinate with you to arrange a demonstration for the client.
- Follow up on the request status and timeline for accessing Process Insights.
- Prepare to assist the client during the evaluation phase and address any questions or concerns.
Additional Information:
- [Any additional information or specific requirements]
We look forward to your guidance and support in facilitating this evaluation. Please let us know if you require any further information or if there are specific forms or processes we should follow.
Thank you for your attention to this matter.
Best regards,
[Your Name]
[Your Position]
[Your Company Name]
[Your Contact Information]
```
---
This format provides a structured approach to requesting Process Insights, Discovery Edition for a client, ensuring clarity in communication and alignment with SAP’s processes. Adjust the details as per your specific partnership and client engagement context.
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Hi
To request the Process Insights, Discovery Edition service for a prospective client as a partner, you typically need to follow a structured process within SAP's partner ecosystem. Here are the general steps to initiate the request and obtain the necessary SAP report:
Steps to Request Process Insights, Discovery Edition as a Partner:
1. Partner Enablement and Access
- Ensure that your organization is enrolled as an SAP partner and has access to the SAP PartnerEdge portal. This portal provides resources and tools for partners to manage engagements and request SAP products.
2. Engage with SAP Account Executive
- Contact the SAP Account Executive responsible for your region or the specific SAP product line (Process Insights, in this case).
- Discuss the client's interest in Process Insights, Discovery Edition and gather initial details about the client’s requirements.
3. Requesting the Product
- Submit a request through the SAP PartnerEdge portal or directly to your SAP contact. The request should include details about the client, their industry, specific use cases for Process Insights, and any other relevant information.
- Clearly outline why the client would benefit from using Process Insights and how it aligns with their business objectives.
4. Product Demonstration and Evaluation
- Arrange a product demonstration for the client with SAP or your SAP Account Executive.
- Ensure the client understands the capabilities of Process Insights, Discovery Edition and how it can add value to their business processes.
5. Obtaining the SAP Report
- Once the client agrees to proceed with Process Insights, Discovery Edition, SAP will provide access to the necessary tools and resources.
- SAP will generate the required reports based on the analysis of the client's business processes using Process Insights.
6. Implementation and Support
- Assist the client in implementing Process Insights, if necessary, or provide support during the evaluation phase.
- Address any client questions or concerns regarding the product or the generated SAP report.
Additional Considerations:
- Documentation and Training Ensure your team is familiar with the features and benefits of Process Insights, Discovery Edition to effectively communicate its value to clients.
- Follow-Up and Feedback Maintain regular communication with SAP and the client to address any issues or feedback during the evaluation or implementation phase.
- Sales and Licensing Understand the licensing model for Process Insights and ensure proper agreements are in place with the client.
By following these steps and leveraging your partnership with SAP, you can effectively request Process Insights, Discovery Edition for your prospective clients and facilitate the evaluation process to demonstrate its value in optimizing their business processes. If you encounter specific challenges or need further guidance, consulting with your SAP Partner Executive or SAP Partner Support can provide additional assistance tailored to your partnership and client engagement needs.
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