Streamline and manage project requests

During any SAP project, a lot of requests are being raised. 9TEAMS actively supports you during the request identification, prioritization and collaboration process. 

 

Change requests are typically being used for

  • solution gaps that have been identified during various workshops
  • configuration requests that need to be implemented in order to support specific business functionalities and requirements
  • interfaces with other applications that need to be implemented
  • master and transactional data migration that have to be handled (important: we highly recommend to handle master and transactional data transfers in a separate 9TEAMS project. Please use project template 'SAP ACTIVATE Data Migration' when creating your data migration project in 9TEAMS.)
  • all other requests within the scope of the project

 

 

 

 

Creating a request

Creating a request in 9TEAMS is easy. In the project you click '+ ADD' and select 'Add request'.  Give the request a name and select one of the predefined request templates to support your SAP Activate methodology. [Learn more about document templates here. If you are the owner or admin of this account, we highly recommend you to review and update templates to align with your specific content.]

 

You will see that - next to the standard fields for a request - 6 custom fields have been added. These fields have been taken over from the SAP Activate Accelerator documents. 

 

 

You can and should update them to your specific context. More information about maintaining custom fields can be found here.

 

 

Handling a request

The purpose of a request in 9TEAMS is much more than just have a registration or record of the request. A 9TEAMS request allows to handle the request and the exchange of information, in the most efficient and compliant way. Use the topics, to document (incl. embedded screenshots) the request in further detail. By adding tasks to a topic, you can orchestrate and track the work to be done, no matter who's involved.

 

 

Archiving a request

When a request is completely finished and all tasks have been done, the project/document owner/creator can archive the request. Click here if you want to learn more about archiving documents.

 

 

Visualize the request funnel

The default view for requests is the list view. However, if you want to get a better overview of the funnel, we recommend to switch to the 'Kanban view'. Drag and Drop requests to update the status. Change 'GROUP BY' to group by other than the status field.

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