Professional Certificate Introduction
Professional Certificate Introduction
SAP Professional Fundamentals is the first course in the SAP Technology Consultant Professional Certificate
program. The course introduces you to the world of consulting and the range of skills that you need to succeed in
this competitive field.
You’ll explore SAP professional consulting roles and discover what technical consultants, functional
consultants, and other professionals do. You'll investigate the wide range of skills consultants have. These skills
include business process analysis, systems and design thinking, and effective soft skills like communication and
relationship management. You’ll explore various planning and project management methodologies such as
Waterfall, Agile, DevOps, and Cloud. Plus, you’ll start to get a feel for the whole SAP journey, from engaging with
the customer to deploying a solution.
Learning Objectives
By the end of this course, you will be able to:
Explain what is meant by the SAP ecosystem and the value it brings to customers.
Describe what different SAP professionals do and how they engage with customers.
Understand the core and soft consulting skills that are both in highest demand, and frequently not taught in
classroom environments.
Describe a typical SAP engagement and how key professional skills are used at each stage of the SAP
Implementation Lifecycle.
Describe key roles with whom an SAP professional typically collaborates.
Introduction to SAP Professional Fundamentals
By the end of each week, you will be able to:
Week 1: Introduction to the SAP Ecosystem
Explain what is meant by the SAP ecosystem and the value it brings to customers.
Discuss the purpose of Enterprise Resource Planning systems (ERP) such as SAP.
Describe what an SAP Professional does and the type of customer engagements they could be involved in.
Recall the SAP Learning resources available to support the SAP ecosystem.
Week 2: SAP Professional Skills Part 1
List the key skills required to operate as an SAP professional in a business environment.
Describe research skills used by SAP Professionals.
Discuss the analysis of customers, business processes and data.
Demonstrate effective communication and presentation skills.
Create concise, clear, and easy to interpret written documents.
Differentiate conceptual and strategic skills.
Demonstrate advanced Microsoft Suite skills.
Week 3: SAP Professional Skills Part 2
Describe the planning of personal, project and schemas for models.
Discuss project management, development methodologies, communicating priorities and identifying
roadblocks.
Elaborate on building effective relationships and collaborating with different teams, customers, and IT
partners.
Describe business acumen, political sensitivity, and cultural awareness.
Explain domain and industrial functional knowledge.
Week 4: Introduction to the SAP Implementation Lifecycle
Describe a typical SAP engagement and provide an overview of the SAP implementation lifecycle.
Describe how key professional skills are used in customer engagement, discovery, and analysis.
Describe how key professional skills are used in design, implementation, and testing.
Week 5: Understanding SAP Professional Roles and Functional Knowledge
Describe the role of a Technical Consultant.
Describe the role of a Functional Consultant.
Describe key SAP professional roles and how they collaborate.
Describe key functional knowledge to support SAP analysis and implementation work.
Explain the key elements of SAP Product Strategy and related business processes.
Week 6: Professional Skills for Successful SAP Implementation Hands-on Project
Select an appropriate SAP case study for review in the hands-on project.
Assess the selected Case Study of a customer implementing an SAP solution.
Create a short precis or video identifying possible customer challenges and key professional skills that
would help ensure successful implementation.
Analyze and grade two peer submissions of the Case Study assessment and precis/video.
Projects and Quizzes
Week 1: Introduction to the SAP Ecosystem
Quizzes:
You will take one practice quiz and one graded quiz about the SAP ecosystem.
Week 2: SAP Professional Skills Part 1
Quizzes:
You will take one practice quiz and one graded quiz about the first group of skills you’ll need to be
successful as an SAP professional.
Week 3: SAP Professional Skills Part 2
Quizzes:
You will take one practice quiz and one graded quiz about skills relating to SAP planning, project
management, and collaboration.
Week 4: Introduction to the SAP Implementation Lifecycle
Quizzes:
You will take one practice quiz and one graded quiz about SAP implementation lifecycle.
Week 5: Understanding SAP Professional Roles and Functional Knowledge
Quizzes:
You will take one practice quiz and one graded quiz about the roles of the functional consultant and the
technical consultant.
Week 6: SAP Professional Fundamentals Hands-on Project
Quiz:
You will take a graded quiz that covers all the material you learned in the SAP Customer Engagement and
Discovery course.
Hands-on Project:
This is where you will apply what you have learned in this course. This will help you assess your
understanding and potentially help you to gain a sense of where you would like to direct your own career.
You will choose a customer story about a real-life SAP implementation. Then you’ll prepare to join the project
depicted in the customer story as an SAP professional on the initial team. You’ll research the customer’s
organization, industry, and technology environment using the customer story materials and other creditable sources.
You will present your findings to the customer and explain what you have discovered either by writing a brief
summary or via a short video. Finally, you will review submissions from other learners. You will provide and receive
feedback, using the provided review rubric.
Also, use this forum as a place to ask questions about any assignments of this course.
Your fellow classmates will provide feedback on your posts. Read through your classmates’ posts as well since they
might have the same questions as you. Please respond to your classmates’ posts with your own feedback when you
can.
What do you think will be the easiest and most difficult parts of becoming an SAP professional?
What topics are you most excited to learn?
Submit your responses to these questions. Then, visit the discussion forum to read what other learners have written,
and respond to at least two posts with your own thoughts.
Participation is optional.
SAP Insights
This program is designed to start you on the journey toward becoming an SAP
technology professional. Developing your career includes examining your skills
and interests and then learning about opportunities available to you.
Front cover of the SAP Technology Professionals Guide showing a mountain and a
climber standing on the top of a rock with arms outspread.
It sets out the many resources available as you progress through the Coursera
SAP Technology Consultant Professional Certificate and how you can join the SAP
family. The guide answers your questions, such as:
Summary of Module 1
This module introduced you to the SAP ecosystem, enterprise resource planning systems such as SAP, and your
role as an SAP professional. You learned that SAP, founded in 1972 in Germany, helps customers build intelligent,
sustainable enterprises. SAP’s fundamental philosophy is to help build a sustainable world using cloud
technologies. And how does SAP realize this vision? By helping organizations transition to cloud-based innovations,
bringing enterprises together in a global business network, and helping customers integrate sustainability into how
they manage their business. You learned about SAP’s collaborative partnerships and three types of partners —
global service, cloud infrastructure, and global technology partners. You now know the skills and abilities you need
and the career paths available to you as an SAP professional. You learned about two key SAP professional roles –
functional and technical consultants. You learned that as a functional consultant, you work with clients to understand
their business problems and then apply your knowledge of SAP solutions to the problem they are trying to solve.
And you learned that as a technical consultant, your role is to translate functional specifications into technical design
and implement the solution using SAP systems. You also learned about some of the other professional skills that
are critical to your success as an SAP professional. These include communication and social skills, project
management and interpersonal skills, and being a productive, innovative self-starter.
Ask questions and/or start discussions with your community of fellow learners.
Your fellow learners will provide feedback on your posts. Read through your fellow learners’ posts as well since they
might have the same questions as you.
Please respond to your fellow learners’ posts with your thoughts and answers when you can.
Participation is optional.
Introduction to SAP Professional Skills Part 1
The Roman historian, Seneca, once said: “Luck is what happens when preparation meets opportunity”.
But how exactly should you prepare to make sure you can seize the opportunity when it
presents itself?
What skills are most valued, and how can you set yourself apart?
In the next two modules (SAP Professional Skills Parts 1 and 2), we’ll cover the skills
you’ll use to operate as an SAP professional in a business environment
– helping you work out the ‘right’ questions to ask your customers and project team members.
Welcome to SAP Professional Skills Part 1.
In this module, we’ll explore the research, strategic thinking, and conceptual skills
that help you understand the big picture in any situation.
You’ll use these skills to ask,
“Who IS the customer?”
“What is the problem the customer is trying to solve or the business outcome they want
to achieve?”
and, most importantly, “Why?”
Play video starting at ::59 and follow transcript0:59
Once you know more about a customer, you’ll fire up your analysis skills.
Here, we’ll look at approaches to help you interpret situations and data, such as design
thinking, systems thinking;
analysis models like SWOT, PESTLE, and Six Sigma – along with powerful SAP methodologies
that help accelerate your project work.
On projects, you’ll use this analytical tool kit to ask, “What do the customer’s
organization and technology environment look like?”
“How are their business and data processes working?”
and “Is this customer ready for change and set up for success?”
After you analyze a customer’s environment, you’ll formulate recommendations,
by asking “How can SAP help this customer achieve their goals?” and “What is the
best way to go about it?”
Here, you’ll need effective communication and presentation skills to help the customer
understand both what you’ve discovered
– and the next steps you recommend so that the customer can make informed decisions.
We’ll cover how communicating clearly, concisely, and authentically builds trust with your team
and the customer – and provides a strong foundation for future collaboration.
And we’ll cover the single most valuable skill in consulting – the ability to actively
listen.
Finally, we’ll look at the professional writing skills you’ll need to create easy-to-interpret
written documents across the spectrum of your project work
– from emails to reports, technical documents, and presentation decks.
We’ll also provide an overview of the Microsoft Suite skills that will help you develop these
documents.
In SAP Professional Skills Part 2, we’ll build on your learning in Part 1 to explore
critical skills like project management,
applying functional knowledge, building effective relationships, and collaboration.
Let's get started!
Research Concepts
Are you a traveler who goes wherever the wind takes you, or are you the one who weighs the location options,
packs based on the weather and considers all alternative modes of travel and accommodation. Even if you are the
former, you will still need to analyze and evaluate the environment before moving on.
Do you know what informs your process of analysis? It’s research, which is the process of gathering data.
Good research skills go a long way in ensuring that you have a memorable trip. How often after a trip have you
wished you had good research skills or had researched more?
Hello, and welcome to Research Concepts! In this video, we will:
Dive into the qualitative and quantitative data that you need to know to carry out effective research.
Discuss the business application of research skills.
explore primary and secondary methods of research.
Neil Armstrong, the first man to walk on the moon, aptly said, “Research is creating new knowledge.”
So, what are research skills?
Research skills help you identify an issue or problem, search and find informational resources to address the
problem, interpret and evaluate the quality and relevance of these resources, analyze data, and document and
communicate the research outcome.
What is the outcome of your research? Data. Right?
Data that you collect can be one of two types.
Quantitative data is numerical. It is factual, fixed, universal, and tells us how many, how much, or how often.
You collect this data through counting and measuring.
qualitative data is descriptive, changeable, and subjective. You collect this data through interviews and
observations. So, during your travel planning, your data on flight fares and hotel room rates is quantitative.
The hotel reviews by other travelers are considered qualitative data. Should you use quantitative or qualitative data
for your research? Preferring one to the other depends on what counts as the best evidence for your research.
It is worthwhile to understand the strengths and weaknesses of both.
Quantitative data is easy to collect, conclude from, and it helps identify trends. However, it can be inconclusive, and
with a sole focus on numbers, it can risk overlooking the more relevant information. On the contrary, qualitative data
provides a deep understanding of a topic and personal insights. Its pitfall is that you cannot represent it statistically.
Research is crucial to the success of every business. Do you know as a business consultant, you can use research
methods to gain insights into an organization’s structure, goals, operations, and the environment?
Combining SWOT with PESTLE can help you explore how prepared your online retail customer is, or needs to be,
to succeed in their environment.
And the third framework is VUCA.
VUCA stands for volatility, uncertainty, complexity, and ambiguity.
The framework focuses on variation, risk, and change.
1) Volatility is when the challenge is unexpected but not hard to understand — for example, price fluctuations
after a natural disaster.
2) Uncertainty is when you can anticipate the effects of an event but cannot predict the impact — for
example, how much the natural disaster will change the market’s direction.
3) Complexity is when a situation has many interconnected and moving parts, and you can only
predict some but not all consequences.
4) Ambiguity is when there are no precedents and, therefore, no prior experience or knowledge.
When the World Health Organization declared Covid-19 a pandemic, airline passenger traffic collapsed. To survive
this unprecedented disruption, SAP helped a large international airline implement a fully integrated suite of
procurement solutions to increase automation, give them greater control over their spend volume, and guide their
buying capabilities.
Adding VUCA analysis to factors defined in the SWOT analysis can provide essential information about the potential
positive and negative impacts of a proposed action. Suppose a factor considered a strength has a high degree of
complexity or uncertainty; it may ultimately play out as a weakness rather than a strength.
Summing up, the frameworks PESTLE, SWOT, and VUCA are fantastic tools to analyze your customers and
understand their operating environments. And the better you understand your customer and their needs, the better
you can act as a trusted advisor and work with them to enhance their business.
Analyzing Business Processes and Data
Detective Sherlock Holmes states,
"It is a capital mistake to theorize before one has data."
"Why is that?" you might ask.
Holmes says, "Insensibly one begins to twist facts to suit theories, instead of
theories to suit facts."
Fictional though he may be, Holmes is quite right!
Without data, you should not begin to theorize about the current state of your business process (called the "as-is"
state). Nor, without data, can you analyze the current state of your business processes to make changes and
improvements (called the "to-be" state). Want to know more? Let's talk about it!
Welcome to Analyzing Business Processes and Data!
Once you understand the greater business operation landscape (for example, financial forecasting, cost analysis,
budgets, hiring, and cuts), it's also essential to distinguish and understand the business focus, activities, and
processes. To understand business, you use business analytics.
On the other hand, you use business process analysis (BPA) to understand the processes and seek
improvement. Instead of looking at the business operation landscape, BPA looks at the individual
processes, networks, and integrations between processes.
What is business process analysis?
BPA is a detailed, multiphase evaluation of each part of a business process. As an approach to analyzing
business processes, BPA is designed to identify what is working well, what needs to be improved or changed, and
how best to make those changes and improvements.
BPA usually begins by identifying the processes you want to analyze. Also, part of the process is creating a
diagram, such as the business process model notation (BPMN), that allows you to visualize either the individual
processes or the network of processes. Desired outcomes of BPA include:
Cost savings;
Increased revenue;
Improved customer and staff engagement and satisfaction;
More efficient workflows;
Better alignment with key performance indicators
(KPIs).
Let’s walk through BPA. What if your business began
receiving customer complaints about delivery delays or lost
or
misrouted deliveries? An improbable event, I know, but
what would you do?
Since “Deliver” is one of the five processes within the
supply chain, you will want to narrow your focus and
perform BPA on the delivery process. An outline for BPA
would look something like this:
1) Define the problem.
a. Name the goal or desired outcome of the process.
b. Document the deliverable requirements.
c. Identify your stakeholders.
2) Measure the process. No matter how insignificant it may seem, list all the steps and the outcomes associated
with each step. Once you’ve completed the design process, you can create a Business Process Modeling Notation
(BPMN). The BPMN will allow you to identify gaps, bottlenecks, breakdowns, and other areas in the process
that could be contributing to the delivery issues.
3) Analyze the process and the problem with your stakeholders. To analyze the process and the problem, the
group could perform an activity called “The Five Whys” and then use that information to create a “fishbone
diagram” to help you get the root cause or causes. As you work through the analysis, it’s a good idea to question
whether certain steps are valuable or necessary.
4) Improve the process by addressing issues and areas of concern.
5) Control the new processes you have put in place.
Implement a plan to monitor the process regularly and adjust as needed. As with most types of analyses, there are
multiple BPA methodologies. Two widely used methods are:
Six Sigma
Lean Six Sigma
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Six Sigma is an analytical, data-driven, five- to seven-step method used to reduce errors or defects and improve
processes.
Lean Six Sigma combines the Lean philosophy to eliminate defects and reduce waste with the Six Sigma
method.
Recall the "as-is" and "to-be" states. BPA's goal is to identify what needs to be improved and how to make those
improvements – the "to-be." But before you can do that, you
need to understand the current state of the processes –
the "as-is."
Let's look at how a BPMN can help you visualize the "as-is."
This BPMN diagram illustrates a simple online purchasing
process with a few "as-is" scenarios. Visualizing the
purchasing process scenarios gives insight into the process
flow from order placement through completion, cancellation,
or backorder and the connections between the activities.
With a completed BPMN, you can perform several types of analyses, including:
Value analysis, which looks at what the process is supposed to do and questions whether it has value or is
wasteful.
Root analysis, which involves asking why until you get to the root of the problem.
And gap analysis, which is based on what the process is supposed to achieve. A gap analysis helps identify what is
missing that could make the process more efficient.
As you've seen, many different analytical methodologies, processes, and subprocesses exist. Today, it’s essential
to understand your business processes through business process analysis and to continually seek improvement.
Keep in mind that the output of any method depends on the data quality, which, in turn, depends on your skills in
obtaining accurate information.
Analyzing System and Technology Environments
Hello, and welcome to Analyzing System and Technology Environments. You can use analytical frameworks,
including PESTLE, Business Process Modeling Notation (BPMN), and systems diagrams, to effectively evaluate the
impact of factors affecting a company’s systems, technology, business processes, and environments. Such
analyses help you to both respond to and implement change.
Here, we’re going to discuss analyzing your systems and technology environments.
Visionary architect, Frank Lloyd Wright, said,
“Get the habit of analysis — analysis will in time enable synthesis to become your habit
of mind.”
Wright viewed his buildings, their furnishings, and their settings as one environment one single environment in
which he analyzed, designed, and synthesized all the parts. His analysis gave him an overall familiarity with his
environment, so he understood it, and his designs benefitted from that enhanced understanding.
You can think of companies in a similar way; indeed, you can analyze a company’s operating environment using the
PESTLE analysis model:
Political – Governmental policies and actions, regulation/deregulation, and political stability are among the
potentially influential factors.
Economic – Effects can be felt due to inflation, wages, economic stability, growth, and cost.
Social – Environments can be impacted (advantageously or adversely) by publicity, user familiarity, and social
media.
Technology – Aspects such as competition, user access and connectivity, automation, and life cycle could
contribute to shifts.
Legal – Elements of laws, regulations, and legal policies may drive changes.
Environmental – Environmentalism, climate change, natural disasters, and sustainability might affect systems.
After analyzing the company’s environment, you can move on to analyzing the overall systems,
hardware, software applications, and data by creating a systems diagram.
Systems diagrams are a powerful means for analyzing and understanding business
process systems. Simple and effective, systems diagrams can quickly provide a high-level overview from input
through output. Let’s take a look at an example of a systems diagram.
As you can see, this simple diagram outlines the flow of a support request call from input (call in) to output (call
resolution). From this diagram, you can identify gaps in service and implement potential [Link] the
systems diagrams, you can create a Business Process Modeling Notation (BPMN) graphic. With a BPMN, you can
visualize the systems and specific business processes used within them.
You can visualize how data flows across business processes.
Notice that the analysis moves from high-level PESTLE to low-level BPMN. And the detail within each analysis
increases.
Analytical frameworks are an effective way to familiarize yourself with business systems and technology
environments. From input to output, by making analysis a habit, you are more likely to be able to apply your
observations and knowledge as you analyze processes and data.
Verbal Communication Skills
Carl Rogers said,
“We think we listen, but very rarely do we listen with real understanding, true
empathy. Yet, listening, of this very special kind, is one of the most potent forces for
change that I know.”
Hello, and welcome to Verbal Communication Skills. Let’s start with listening, the most vital and powerful
consulting skill.
Now, as a consultant, you always need to focus on two parts when listening to your client.
1. Part one is to understand what the client is directly saying to you
2. part two is to understand the client from their context, environment, and their inconspicuous behaviors.
Understanding both parts makes you a great listener and with that, you will understand the real drivers and
challenges for your clients. To truly understand them and establish the crucial bond of trust between your
organization and theirs, you always need to genuinely and empathetically listen to clients.
There are three forms of personal communication — listening, speaking, and body language.
When discussing listening, we usually mean two things.
1. First, we talk about active listening:
You are actively listening when you can reflect back on what the speaker is saying, and if formally listening, you can
summarize what is said and ask for clarification.
2. Secondly, we talk about empathetic listening:
Empathetic comes from empathy or “the ability to share someone else's feelings or experiences by imagining what it
would be like to be in that person's situation” as defined by the Cambridge Dictionary. Accordingly, empathetic
listening is about paying special attention to the speaker’s feelings by putting yourself in the speaker’s shoes to
understand why they think and feel the way they do about a topic. While doing so, you are listening to their verbal
and nonverbal clues.
Many times, the speaker’s verbal and nonverbal clues don’t match because we as human beings have learned to
not share everything with everyone all the time. A reasonable person will share openly after an established bond of
trust, which can take some time to realize.
It is for you, the empathetic listener, to gently build that trust and to explore the initial and deeper reasons why
a person holds a specific value or insight.
Overall, the key benefit of empathetic listening is that the speaker feels understood by the listener, who in this case
is you, and it helps the two individuals arrive at a clearer, deeper, and ideally more accurate understanding of the
topic at hand, as well as potentially leading to deeper and more expansive insights.
The second act of communication is speaking. Speaking should always go hand in hand with listening. Speaking
should be based on what you have understood while listening to another person, and it is NOT just taking turns in a
conversation. Speaking should always be respectful, clear, engaging, and empathetic.
When you speak to a person, the listener, two elements of communication are involved voice (namely
pitch, pace, tone, and volume of your voice), and the actual words.
The form of speech you use will always depend on the audience and things like the environment, degree of
formality, size of the audience, cultural norms and standards, as well as the personal relationship between speaker
and listener.
Always keep in mind what is appropriate for your audience, what you are trying to communicate, and why.
The third act of communication is body language.
Body language is the visible movement of our body that transmits a message to the listener. Always keep in mind
things like whether you are sitting or standing, relaxed or formal, the setting, environment, the professional or
personal relationship, and other aspects of the speaker/listener relationship.
But ultimately, consultants need to adjust their body language to put the audience at ease and to ensure they are
comfortable and engaged.
Overall, always remember the importance of empathy in your role as an SAP professional in a business
environment. Ask yourself three questions after every engagement:
Have I truly understood what the client was trying to communicate?
Have they had the most positive experience I could have created?
And have I accurately represented the client’s views and situation?
Presentation Skills
Albert Einstein once said,
“Everything should be made as simple as possible, but no simpler.”
Hello, and welcome to Presentation Skills. There is an old story that when asked whether they would rather speak in
public or die, oftentimes, people reply that they’d rather die as public speaking is so uncomfortable. But it needn’t
be.
Being able to present information in an engaging way can be fun both for you and the audience, as well as a key
skill that can help your audience retain information quickly and easily.
You can give a presentation with any of these three goals in mind: To inform, to instruct, and to persuade. Let’s
dive into some examples.
You present to inform, for example, when you are presenting the main outcomes of your client meeting to the
senior consultant who wasn’t present at the meeting. Whereas any time you participate in an in-person training, the
trainer’s goal is to instruct the learners on the training topic.
Finally, when you give a sales presentation about the services that you and your company are offering, then your
presentation has two goals, to inform about the range of services you are offering and to persuade a group of
people to become your clients. Each of these presentation types has different end goals, requires a different
delivery style,
and presents different types and formats of information.
Let’s look at an example of presenting to persuade.
This is a modern thing, right? After all, we are constantly bombarded with presentations on social media trying to
get
us to buy something. Well, public speaking and persuasion were considered valuable skills for thousands of years
and so important that they were often taught alongside subjects like math and languages at school.
One of the original writers on persuasion was Aristotle, a Greek writer, and philosopher. Aristotle said that to
persuade, you need to remember three things - ethos, pathos, and logos.
Ethos means convincing your audience of your credibility and how your character affects the audience while
presenting. Pathos, however, means that you are persuading your audience by appealing to their emotions. And
logos implies that you are convincing your audience by using logic and reason in
your presentation.
Let’s take an example.
If you want to persuade people to give up plastics, you could demonstrate (ethos) that you are an expert on the
damage from plastic. You could then continue your presentation by showing imagery of plastics in the
ocean, appealing to your audience’s emotions (pathos). Finally, you could showcase the damage from plastic in
numbers (logos) to get the point across most effectively.
When combined, credibility, emotional power, and factual evidence make a much more effective and engaging
presentation.
But what to present?
How can you decide what to include in the presentation?
Well, you have two questions to answer here: what do you want to say, and how do you want to say it?
Answering the “how” question,
you should design your presentation focusing on your target audience and using plain English. Always remember
that an audience usually has expectations from the presentation, and the most effective way to understand those
expectations is to keep a persona in mind that reflects the audience.
So, if imagining an entire audience is difficult, try thinking of just a few people or even one person who represents
the most common audience member. Then speak directly to that imaginary persona.
Looking at the “what” question, well, one of the most tried and tested formats in
all of modern public speaking is:
1. Tell them what you are going to tell them.
2. Tell them.
3. Tell them what you told them.
In other words, provide a “North Star” for the talk — a reason why the audience should be interested and continue
listening, then provide the content and then provide a short summary of salient points that the audience should take
away with them. This was “presentation skills” in a nutshell.
It’s not that hard, and keeping these simple structures should give you the confidence you need to build your
experience in public speaking.
So, remember: inform, instruct, and persuade; credibility, emotion, and facts; and finally, intro, content, and
summary.
And most of all, keep the audience persona in mind.
Professional Writing
Have you ever left a one-hour meeting or classroom session with five pages of fast-scribbled, unstructured notes?
Afterward, have you ever tried to summarize the three most important session points quickly and verbally for a
colleague or fellow student using these messy five pages of notes?
I don’t know about you, but I have!
And I wasn’t satisfied with the result as I still thought that all five pages were important,
and I couldn’t pick the three most essential points that quickly.
So, what’s the solution?
Hello, and welcome to Professional [Link] this video, you will explore why business writing skills are important
for SAP professionals and take a closer look at the following three key writing skills:
effective note-taking and representation of a conversation, effective documentation, and email writing.
Moreover, you will discover the three-step writing process.
Now, why is effective note-taking super important for SAP consultants?
First, you simply will not have the time to take pages of unstructured notes, nor will you be able to read pages of
notes after meetings are over.
And secondly, many meetings or conversations have an objective, and effective notes help with understanding
how to reach that objective.
The best notes reflect the passage of a conversation, the key conclusions, and the next steps — they are not a
word-for-word transcription of an entire conversation. Also, whenever clients, program and project managers, or
partners share important information requested or not, it often makes sense to take notes to always be prepared to
share the most important takeaways from those conversations.
Good notes also accurately assess topic discussions through multiple conversations over time, which could be days,
weeks, or months.
So, what is the best way to take notes?
It is all about having a system that focuses on the goal to represent the conversation, capture key insights,
observations, key conclusions, and any to-dos going forward. Take notes on a prepared piece of paper or a
document on your device specifically for recording notes while listening carefully to what is being said. Take a look
at this notes template. On your meeting notes template, you fill in details like meeting date, topic, participants, three
key takeaways, and possible to-dos for your team and for your client.
In a large meeting, including an informal one, you may also want to note the name of participants.
If it’s an in-person meeting, you could include a drawing showing participants’ physical position in the meeting room,
which may help you recall meeting details later, if necessary.
In a typical consultant environment, you will write every day — Teams messages, emails, and proposals, just to
name a few. The key is to be concise, as brief and to the point as you can, and with a clear objective and a final
‘ask’ or summary.
What does a powerful business email look like?
First, make use of the three-step business writing process.
Step 1: Always answer the following three questions before writing:
1. What is the subject?
2. Who is your audience?
3. What is the purpose?
Step 2: Make an outline for the text you want to write.
Step 3: Write the text, keeping in mind the following:
Be concise using KISS (Keep it short and simple).
Use a style that is appropriate for the audience and the formality/importance of the content.
Minimize the number of words.
Write in plain English.
Make use of active voice.
Break up your writing into short sections.
Include visuals whenever necessary.
strive to present your most pleasant personality in your email.
Secondly, avoid extending an email conversation if a call would be better suited.
And think carefully about sharing with wider audiences. Don’t have long cc lists for emails that only require input
from one person, for example. Generally, professional writing skills develop with experience over time.
But if you keep in mind the need for clarity, brevity, accuracy, and appropriateness for the audience, you will be well
on your way to being an effective business writer.
Microsoft Office Suite - Key Skills and Focus Areas
Microsoft or short MS is famous for its office software, called Microsoft Office Suite also known as Microsoft Office,
MS Office, or simply Office. This software comes with a set of productivity tools that businesses lavish and tech
consultants use around the globe.
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Further software within that Suite are:
Microsoft OneNote
Microsoft Access
Microsoft Publisher
Worldwide, companies very often use Microsoft Office 365 for Business. That one also includes Microsoft Teams
and other apps such as Microsoft OneDrive and Microsoft SharePoint to support team collaboration.
Now, let’s take a closer look at the different software within the MS Office Suite. Microsoft Word, MS Word, or simply
Word was initially launched in 1983 and has been revised numerous times since then. It is available for both
Windows and Apple operating systems. Microsoft Word is a word-processing program that allows you to write and
edit texts. It comes with a set of supportive language tools and accessibility options. Microsoft Excel, MS Excel, or
simply Excel was released in 1985 and has been updated several times since then. Microsoft Excel enables its
users to organize, format, and calculate data in spreadsheets. In other words, it is a spreadsheet program to
organize and manipulate data. By organizing data using Excel, data analysts and other users can make data easier
to view as information is added or changed. Microsoft PowerPoint, MS PowerPoint, PowerPoint, PP, or simply PPT
is a presentation software that was initially launched by a company called Forethought, Inc. in 1987. Back then it
was for Macintosh computers only. Three months after the launch, Microsoft acquired PowerPoint for about $14
million. In 1990, PowerPoint became part of the Microsoft Office Suite for Computers run on Microsoft. Today,
PowerPoint runs on PCs, Macs, and mobile devices. It helps you to bring your ideas to life in the form of
presentations. It also allows you to create slides and animation, icons, and 3D models. Microsoft Outlook or just
Outlook, was first released in 1997. Today, Outlook runs on PCs, Macs, and mobile devices. You can send, receive,
and organize your emails with it. Further, you can manage and share your calendar, and share files from the cloud
so recipients always have the most up-to-date version. Microsoft OneNote is a digital notebook that helps you
gather information in the form of text, drawings, screenshots, and audio files. Microsoft Access is a database
management system from which you can link directly to other apps and databases. Microsoft Publisher is a layout
tool that allows users to style texts, pictures, and borders, for example.
As a technical SAP consultant, the most important programs that you will use on a daily basis are MS Word, Excel,
PowerPoint, and Outlook. So, it is a good idea to be proficient in those programs. Proficient in Microsoft Office –
What does that mean? When you are proficient in MS Word, you know how to do the following using MS Word:
Page setup
Text formatting
Editing
Creating templates
Textboxes
SmartArt
Quick access
Title and ribbon bar
Spellcheck
Grammar check
When you are proficient in MS Excel, you know how to do the following using MS Excel:
Spreadsheets
Workbooks
Formulas
Data linking
Pivot tables
Charts
Data analysis
Macros and automatization
IF statements
Data validation
When you are proficient in MS PowerPoint, you know how to do the following using MS PowerPoint:
Presentation design
Templates
Custom slides
Animation
Manuscripts
Creating graphs and charts
Presentations troubleshooting
When you are proficient in MS Outlook, you know how to do the following using MS Outlook:
Navigation
Archaization
Assigning task
Tasks distribution
Configuring email settings
Email filters
Calendar management
Scheduling
We hope that this MS Office overview gives you a good idea of what skills are important for you as a future tech
consultant and that it also encourages you to test your MS Office proficiency levels and upskill, should you feel
unsure about some of these skills. The official Microsoft Office training and certification site is always a good point to
start:
Summary of Module 2
This module focused on research, thinking, analysis, and communication. Research helps you identify an issue or
problem. The outcome of the research is data. You learned there were two types of data: quantitative data, which is
numerical, and qualitative data, which is descriptive. You can use close-ended questions for quantitative research
and open-ended questions for qualitative research. Primary research, using a survey, for example, is collecting data
in the field and secondary research, using a published document, for example, uses already existing data. There are
various research methods. The Delphi method, for example, is based on the idea that the viewpoints of a group of
experts are better than those of an individual.
You examined types of thinking and systems and how to use a mind map. Strategic thinking focuses on arriving at a
set of ideas, goals, and plans that rely on assumptions made during the analysis process. It includes analyzing
variables and then evaluating the effects of changes on those variables. A mind map is a diagram for showing and
organizing information around a central concept. For a consultant, strategic thinking allows you to arrive at a
solution rationally. Design thinking is a process for solving problems and designing solutions creatively. It relies on
demonstrating empathy and understanding of clients as individuals, that is, putting yourself in the users’ shoes.
Design thinking can be thought of as having five stages: empathize, define, ideate, prototype, and test. It’s important
to understand that a system is an interconnected set of elements coherently organized in a way that achieves
something. A system has parts that affect each other. The parts together create an effect that is different from the
effect of every single part on its own. You can make significant changes to a system by changing one factor, called
a leverage point.
You learned the tools for analysis, including PESTLE, SWOT, and VUCA. PESTLE is used to analyze customers
from six perspectives: political, economic, social, technology, legal, and environmental. SWOT is used to analyze
the environment: strengths, weaknesses, opportunities, and threats facing an entity such as a business. VUCA
stands for volatility, uncertainty, complexity, and ambiguity. VUCAis used to analyze variation, risk, and change.
Next, you applied analysis tools to the customer environment, business processes and data, and system technology
environments. Business process analysis (BPA) looks at individual processes, networks, and integrations between
processes. A Business Process Model Notation (BPMN) helps you visualize business processes and models using
diagrams. You saw how you could use systems diagrams to quickly provide a high-level overview from input through
output. Visualizing systems and the business processes within them helps you see how data flows across business
processes.
Finally, you learned how communication skills could help you listen, present, and speak more effectively, as well as
understand the client and reflect back their views. Active listening is when you reflect back what the speaker is
saying. You might summarize or ask for clarification. Empathetic listening is giving special attention to the speaker’s
feelings. Empathetic listening can build trust with the speaker. Awareness of body language is also part of effective
communication.
You identified the three goals of presentation skills: to inform, instruct, and persuade. When you give your client
information in a meeting, that is informing. When you present training, that is instructing. When you hope to
influence a client favorably about products, that is persuading. You saw that business writing includes effective note-
taking, documentation, and e-mail writing. The three-step business writing process helps you produce effective
written results. The three steps are: first, determine the subject, audience, and purpose; second, make an outline;
and third, write the text. Clarity, brevity, and accuracy are also good writing practices.