SAP SD: Has everyone on the team, including the team leaders, been properly trained?

Save time, empower your teams and effectively upgrade your processes with access to this practical SAP SD Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any SAP SD related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.


The Toolkit contains the following practical and powerful enablers with new and updated SAP SD specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the SAP SD Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 618 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which SAP SD improvements can be made.

Examples; 10 of the 618 standard requirements:

  1. What customer feedback methods were used to solicit their input?

  2. What new services of functionality will be implemented next with SAP SD ?

  3. What are we attempting to measure/monitor?

  4. Where do ideas that reach policy makers and planners as proposals for SAP SD strengthening and reform actually originate?

  5. Are we Assessing SAP SD and Risk?

  6. How will the process owner verify improvement in present and future sigma levels, process capabilities?

  7. Are team charters developed?

  8. How much contingency will be available in the budget?

  9. Has everyone on the team, including the team leaders, been properly trained?

  10. Do we monitor the SAP SD decisions made and fine tune them as they evolve?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the SAP SD book in PDF containing 618 requirements, which criteria correspond to the criteria in…

Your SAP SD self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the SAP SD Self-Assessment and Scorecard you will develop a clear picture of which SAP SD areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough SAP SD Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage SAP SD projects with the 62 implementation resources:

  • 62 step-by-step SAP SD Project Management Form Templates covering over 6000 SAP SD project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Change Management Plan: Is there support for this application(s) and are the details available for distribution?
  2. Lessons Learned: Recommendation: What do you recommend should be done to ensure that others throughout the organization can benefit from what you have learned?
  3. Change Management Plan: What method and medium would you use to announce a message?
  4. WBS Dictionary: Are data being used by managers in an effective manner to ascertain SAP SD project or functional status, to identify reasons or significant variance, and to initiate appropriate corrective action?
  5. Risk Data Sheet: What actions can be taken to eliminate or remove risk?
  6. Assumption and Constraint Log: How many SAP SD project staff does this specific process affect?
  7. Probability and Impact Assessment: How carefully have the potential competitors been identified?
  8. Project Management Plan: Are the proposed SAP SD project purposes different than a previously authorized SAP SD project?
  9. Team Performance Assessment: To what degree will the team ensure that all members equitably share the work essential to the success of the team?
  10. Cost Management Plan: Exclusions – Is there scope to be performed or provided by others?

Step-by-step and complete SAP SD Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 SAP SD project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 SAP SD project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 SAP SD project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 SAP SD project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 SAP SD project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 SAP SD project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any SAP SD project with this in-depth SAP SD Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose SAP SD projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in SAP SD and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make SAP SD investments work better.

This SAP SD All-Inclusive Toolkit enables You to be that person:


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Top 88 SAP SD Questions to Grow

What is involved in SAP SD

Find out what the related areas are that SAP SD connects with, associates with, correlates with or affects, and which require thought, deliberation, analysis, review and discussion. This unique checklist stands out in a sense that it is not per-se designed to give answers, but to engage the reader and lay out a SAP SD thinking-frame.

How far is your company on its SAP SD journey?

Take this short survey to gauge your organization’s progress toward SAP SD leadership. Learn your strongest and weakest areas, and what you can do now to create a strategy that delivers results.

To address the criteria in this checklist for your organization, extensive selected resources are provided for sources of further research and information.

Start the Checklist

Below you will find a quick checklist designed to help you think about which SAP SD related domains to cover and 88 essential critical questions to check off in that domain.

The following domains are covered:

SAP SD, SAP ERP, Corporate services, Enterprise resource planning, Environment, health and safety, Financial accounting, Human Capital Management, Management accounting, Materials management, Middle ware, Out of the box, Production planning, Quality management, Rate of return, Real estate, Return on investment, SAP NetWeaver, SAP R/2, SAP R/3, SAP S/4HANA, SAP SE, SAP Web Application Server, Secure Network Communications, Secure Socket Layer, Service-oriented architecture, Software categories, Software developer, Switching barriers, Travel management, User interface:

SAP SD Critical Criteria:

Explore SAP SD engagements and probe SAP SD strategic alliances.

– Does our organization need more SAP SD education?

– How to deal with SAP SD Changes?

SAP ERP Critical Criteria:

Cut a stake in SAP ERP tactics and do something to it.

– How do you incorporate cycle time, productivity, cost control, and other efficiency and effectiveness factors into these SAP SD processes?

– Will SAP SD have an impact on current business continuity, disaster recovery processes and/or infrastructure?

– Does SAP SD systematically track and analyze outcomes for accountability and quality improvement?

– R/3 Enterprise or MySAP ERP ?

Corporate services Critical Criteria:

Understand Corporate services tasks and assess what counts with Corporate services that we are not counting.

– How can skill-level changes improve SAP SD?

Enterprise resource planning Critical Criteria:

Test Enterprise resource planning decisions and observe effective Enterprise resource planning.

– Think about the kind of project structure that would be appropriate for your SAP SD project. should it be formal and complex, or can it be less formal and relatively simple?

– Among the SAP SD product and service cost to be estimated, which is considered hardest to estimate?

– How will we insure seamless interoperability of SAP SD moving forward?

Environment, health and safety Critical Criteria:

Ventilate your thoughts about Environment, health and safety planning and frame using storytelling to create more compelling Environment, health and safety projects.

– Think about the people you identified for your SAP SD project and the project responsibilities you would assign to them. what kind of training do you think they would need to perform these responsibilities effectively?

– What are the success criteria that will indicate that SAP SD objectives have been met and the benefits delivered?

Financial accounting Critical Criteria:

Participate in Financial accounting decisions and know what your objective is.

– What tools do you use once you have decided on a SAP SD strategy and more importantly how do you choose?

– Are there any disadvantages to implementing SAP SD? There might be some that are less obvious?

– Have all basic functions of SAP SD been defined?

Human Capital Management Critical Criteria:

Mix Human Capital Management adoptions and catalog what business benefits will Human Capital Management goals deliver if achieved.

– Management systems with more than 500 indicators to monitor aspects of human capital management, even in medium-size, not very sophisticated companies. Too many indicators?

– How likely is the current SAP SD plan to come in on schedule or on budget?

– What business benefits will SAP SD goals deliver if achieved?

Management accounting Critical Criteria:

Shape Management accounting governance and assess what counts with Management accounting that we are not counting.

– How do we ensure that implementations of SAP SD products are done in a way that ensures safety?

– Are we making progress? and are we making progress as SAP SD leaders?

Materials management Critical Criteria:

Exchange ideas about Materials management leadership and grade techniques for implementing Materials management controls.

– Is there a SAP SD Communication plan covering who needs to get what information when?

– What threat is SAP SD addressing?

– What is our SAP SD Strategy?

Middle ware Critical Criteria:

Incorporate Middle ware management and sort Middle ware activities.

– Who will be responsible for documenting the SAP SD requirements in detail?

– Will SAP SD deliverables need to be tested and, if so, by whom?

Out of the box Critical Criteria:

Meet over Out of the box planning and improve Out of the box service perception.

– What are your results for key measures or indicators of the accomplishment of your SAP SD strategy and action plans, including building and strengthening core competencies?

– How do senior leaders actions reflect a commitment to the organizations SAP SD values?

– What are the Essentials of Internal SAP SD Management?

Production planning Critical Criteria:

Wrangle Production planning issues and interpret which customers can’t participate in Production planning because they lack skills.

– Can we do SAP SD without complex (expensive) analysis?

– Are we Assessing SAP SD and Risk?

Quality management Critical Criteria:

Model after Quality management results and summarize a clear Quality management focus.

– How do mission and objectives affect the SAP SD processes of our organization?

– Is maximizing SAP SD protection the same as minimizing SAP SD loss?

– What is the future of Data Quality management?

– Quality management -are clients satisfied?

– Why should we adopt a SAP SD framework?

Rate of return Critical Criteria:

Coach on Rate of return leadership and adjust implementation of Rate of return.

– Why should managers set the required rate of return higher than the rate at which money can be borrowed when making a typical capital budgeting decision?

– When using the net present value method, how does one know whether the true rate of return is greater or less than the discount rate?

– When using the time adjusted rate of return method, how does one know when the true rate of return has been found?

– Is the true rate of return greater than or less than the discount rate?

– What is Internal Rate of Return (IRR)?

– What will drive SAP SD change?

Real estate Critical Criteria:

Guide Real estate quality and handle a jump-start course to Real estate.

– Are there any easy-to-implement alternatives to SAP SD? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

– Who sets the SAP SD standards?

– What is Effective SAP SD?

Return on investment Critical Criteria:

Have a meeting on Return on investment tactics and forecast involvement of future Return on investment projects in development.

– How important are hard measurements that show return on investment compared to soft measurements that demonstrate customer satisfaction and public perception?

– What will be the consequences to the business (financial, reputation etc) if SAP SD does not go ahead or fails to deliver the objectives?

– Does the expected return on investment (roi) of this new collection justify putting it in place?

– How can you negotiate SAP SD successfully with a stubborn boss, an irate client, or a deceitful coworker?

– Is Return on Investment addressed?

SAP NetWeaver Critical Criteria:

Examine SAP NetWeaver results and secure SAP NetWeaver creativity.

– What are the top 3 things at the forefront of our SAP SD agendas for the next 3 years?

– How do we know that any SAP SD analysis is complete and comprehensive?

– What are current SAP SD Paradigms?

SAP R/2 Critical Criteria:

Reconstruct SAP R/2 tactics and learn.

– Consider your own SAP SD project. what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?

– What is our formula for success in SAP SD ?

SAP R/3 Critical Criteria:

Frame SAP R/3 visions and describe the risks of SAP R/3 sustainability.

SAP S/4HANA Critical Criteria:

Adapt SAP S/4HANA decisions and diversify disclosure of information – dealing with confidential SAP S/4HANA information.

– Who is the main stakeholder, with ultimate responsibility for driving SAP SD forward?

SAP SE Critical Criteria:

Understand SAP SE results and report on developing an effective SAP SE strategy.

– How does the organization define, manage, and improve its SAP SD processes?

SAP Web Application Server Critical Criteria:

Adapt SAP Web Application Server projects and modify and define the unique characteristics of interactive SAP Web Application Server projects.

– In the case of a SAP SD project, the criteria for the audit derive from implementation objectives. an audit of a SAP SD project involves assessing whether the recommendations outlined for implementation have been met. in other words, can we track that any SAP SD project is implemented as planned, and is it working?

– In what ways are SAP SD vendors and us interacting to ensure safe and effective use?

Secure Network Communications Critical Criteria:

Derive from Secure Network Communications quality and look at the big picture.

– Risk factors: what are the characteristics of SAP SD that make it risky?

– Can Management personnel recognize the monetary benefit of SAP SD?

Secure Socket Layer Critical Criteria:

Reconstruct Secure Socket Layer engagements and customize techniques for implementing Secure Socket Layer controls.

– What potential environmental factors impact the SAP SD effort?

– Have you identified your SAP SD key performance indicators?

Service-oriented architecture Critical Criteria:

Merge Service-oriented architecture engagements and define what our big hairy audacious Service-oriented architecture goal is.

– Is there any existing SAP SD governance structure?

Software categories Critical Criteria:

Apply Software categories issues and shift your focus.

– Do you monitor the effectiveness of your SAP SD activities?

Software developer Critical Criteria:

Pilot Software developer issues and check on ways to get started with Software developer.

– Pick an experienced Unix software developer, show him all the algorithms and ask him which one he likes the best?

– What are the Key enablers to make this SAP SD move?

– How can you measure SAP SD in a systematic way?

– Who needs to know about SAP SD ?

Switching barriers Critical Criteria:

Bootstrap Switching barriers engagements and reduce Switching barriers costs.

– What role does communication play in the success or failure of a SAP SD project?

– Is the scope of SAP SD defined?

Travel management Critical Criteria:

Debate over Travel management adoptions and forecast involvement of future Travel management projects in development.

– Have the types of risks that may impact SAP SD been identified and analyzed?

– How do we Lead with SAP SD in Mind?

User interface Critical Criteria:

Map User interface tasks and customize techniques for implementing User interface controls.

– What if we substitute prototyping for user interface screens on paper?

– Is SAP SD Realistic, or are you setting yourself up for failure?

– Does a User interface survey show which search ui is better ?

– How can the value of SAP SD be defined?


This quick readiness checklist is a selected resource to help you move forward. Learn more about how to achieve comprehensive insights with the SAP SD Self Assessment:

Author: Gerard Blokdijk

CEO at The Art of Service |

Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

External links:

To address the criteria in this checklist, these selected resources are provided for sources of further research and information:

SAP SD External links:

[PDF]Sap Sd T Code Manual Document –

[PDF]Sap sd manual pdf –

[PDF]Sap Sd Configuration Document –

Corporate services External links:

Penn Behavioral Health Corporate Services

Key Corporate Services | Executive Recruitment Services

Enterprise resource planning External links:

MDConnect | Enterprise Resource Planning (ERP) system

Enterprise Resource Planning

Enterprise Resource Planning System | Hill International

Environment, health and safety External links:

Safety Training – Environment, Health and Safety

Home – Environment, Health and Safety

Environment, Health and Safety | Bloomberg BNA

Financial accounting External links:

Financial Accounting Resource Center™ | Bloomberg BNA

WIPFLI – Financial Accounting Outsourcing

[PDF]Statement of Financial Accounting Standards No. …

Human Capital Management External links:

PMAM :: Human Capital Management Solution

Sability – Human Capital Management Consulting. …

Management accounting External links:

Title Management Accounting – Scribd

Management accounting (Book, 2004) []

Management Accounting Careers |

Materials management External links:

Materials Management Essays –

Institute of Hazardous Materials Management

Materials Management Jobs, Employment |

Middle ware External links:

Modernization-Consolidation_Middle ware gateway…

Out of the box External links:

“Out Of The Box” Theme Song – YouTube

Out of the Box (TV Series 1998–2004) – IMDb

What is out of the box? – Definition from

Production planning External links:

User Solutions – Production Planning Software

Production planning via GANTT interface

Scheduling, Analytics, & Production Planning Software

Quality management External links:

Quality Management Training Solutions from BSI

abaqis® | Quality Management System

Rate of return External links:

Internal Rate Of Return – IRR

Internal Rate of Return Calculator | IRR & NPV Calculator

Internal Rate of Return (IRR) – Math is Fun

Real estate External links:

Real Estate Agents and Brokers – Stewart

Return on investment External links:

My Return on Investment – Capella University

Return on Investment (ROI) Calculator – Financial …

Gross Margin Return On Investment – GMROI – Investopedia

SAP R/3 External links:


SAP R/3 Icons – Class 7: IBU

SAP R/3 Icons

SAP S/4HANA External links:

SAP S/4HANA Trial Landing Page

SAP SE External links:

SAP SE (ADR): NYSE:SAP quotes & news – Google Finance

SAP Interactive Stock Chart | SAP SE Stock – Yahoo Finance

SAP SE: ETR:SAP quotes & news – Google Finance

SAP Web Application Server External links:

Logon – SAP Web Application Server

Saipem Logon – SAP Web Application Server

Logon – SAP Web Application Server

Secure Socket Layer External links:

What is SECURE SOCKET LAYER (SSL) – The Law Dictionary

Secure Socket Layer (SSL) – Springer

Software categories External links:

Software Categories

B2B Software Categories –

Software developer External links:

Title Software Developer Vs Engineer

Title Software Developer Jobs, Employment |

[PDF]Job Description for Software Developer. Title: …

Switching barriers External links:

Switching Barriers | Information System | Feedback


Switching Barriers in the Four-Stage Loyalty Model – …

Travel management External links:

Defense Travel Management Office (DTMO)

The Travel Team – Corporate Travel Management – …

Direct Travel | Top Corporate Travel Management Company

User interface External links:

Login – Terminal Customer User Interface – Colonial Pipeline

Datatel User Interface 5.3

EWS User Interface