| Status | Revision in Progress |
|---|---|
| Owner | |
| Stakeholders |
Purpose
The purpose of this document is to define the conversion approach to migrate Business Partners - Prospect (BUP002) in S/4 HANA.
In Salesforce, a Prospect is typically used to track potential customers who have shown interest but have not yet been qualified as quotations or sales order. They may include essential details like company information, interaction history, and engagement level.
In SAP S/4HANA, the Prospect is intended to be represented similarly. Prospects are classified as BP (Business Partners) under the Customer category, with attributes that allow future conversion into full-fledged customers.
Conversion Scope
The scope of this document covers the approach for converting active Prospect from Legacy Source Systems into S/4HANA following the Business Partners - Prospect (BUP002) Master Data Design Standard.
The data from legacy system includes:
- Under the Salesforce Account object, the Partner Type is Prospect and there is no deletion indicator for the account.
- The Account Organization is SCO (Syensqo).
- For prospect created for more than 2 years, there is usage for the prospect within the 2 years, e.g., there are visit reports, leads or sales opportunities created.
- For prospect created within 2 years, it is not in any blocked status
- The prospect is for GBU within scope.
The data from legacy system excludes:
| Source | Scope | Source Approx No. of Records | Target System | Target Approx No. of Records |
|---|---|---|---|---|
| iCare | Active Prospect | S4 Hana | ||
| CoreCRM | Active Prospect | S4 Hana | ||
Additional Information
Multi-language Requirement
The prospect may contain local language. Therefore, the conversion will also need to support the multi-language address. Below languages (International versions) are supported based on KDD055 - Multiple Language Support.
It will support 4 Core Languages (English, French, Italian and Mandarin).
Document Management
N/A.
Legal Requirement
CMMC 2.0 is a mandatory DoD cybersecurity certification for contractors handling Controlled Unclassified Information (CUI) and Federal Contract Information (FCI). CUI includes sensitive technical data (e.g., design specs, system info) related to U.S. military and space applications. The Composites Business handles CUI and is therefore within CMMC scope. Without certification, the business risks disqualification from existing and future DoD programs.
It is mandatory to implement CMMC-compliant systems and processes to for all the organizations that are dealing with CUI.
Special Requirements
Due to compliance requirement, there will be three SAP instances, one for Rest of the World (ROW), one for China and one for CUI. Prospect will be migrated into all three SAP instances.
Target Design
The technical design of the target for this conversion approach.
| Table | Field | Data Element | Field Description | Data Type | Length | Requirement |
|---|---|---|---|---|---|---|
Data Cleansing
| ID | Criticality | Error Message/Report Description | Rule | Output | Source System |
|---|---|---|---|---|---|
| 3009-001 | Identify inactive prospect | For prospect created for more than 2 years, there is usage for the prospect within the 2 years, e.g., there are visit reports, leads or sales opportunities created. | Prospect Account ID/Name/Address/Last usage / Account Manager | iCare/Core | |
Conversion Process
The high-level process is represented by the diagram below:
The ETL (Extract, Transform, Load) process is a structured approach to data migration and management, ensuring high-quality data is seamlessly transferred across systems. Here’s a breakdown of its key components:
1. Extraction
The process begins with extracting metadata and raw data from source systems, such as Syensqo CRM system (i.e., iCare/CoreCRM) periodically. The extracted data is then staged for transformation.
2. Transformation
Once extracted, the data undergoes cleansing, consolidation, and governance. This step ensures data integrity, consistency, and compliance with business rules. The transformation process includes:
- Data validation to remove inconsistencies.
- Standardization to align formats across datasets.
- Business rule application to refine data for operational use.
3. Loading
The transformed data is then loaded into the target S4 Hana system.
Data Privacy and Sensitivity
N/AExtraction
Extract data from a source into Syniti Migrate. There are 2 possibilities:
- The data exists. Syniti Migrate connects to the source and loads the data into Syniti Migrate. There are 3 methods:
- Perform full data extraction from relevant tables in the source system(s).
- Perform extraction through the application layer.
- Only if Syniti Migrate; cannot connect to the source, data is loaded to the repository from the provided source system extract/report.
- The data does not exist (or cannot be converted from its current state). The data is manually collected by the business directly in . This is to be conducted using DCT (Data Collection Template) in
The agreed Relevancy criteria is applied to the extracted records to identify the records that are applicable for the Target loads.
For SAP CUI related entities, it will be alternative extraction process and the data will be stored in approved tools.
Extraction Run Sheet
| Req # | Requirement Description | Team Responsible |
|---|---|---|
| Extraction Scope Definition | - Identify the source systems and databases involved. - Define the data objects (tables, fields, records) to be extracted. - Establish business rules for data selection. | Syniti Syniti / LTC Data team |
| Extraction Methodology | - Specify the extraction approach (full, incremental, or delta extraction). - Determine the tools and technologies used. - Define data filtering criteria to exclude irrelevant records. | Syniti |
| Extraction Execution Plan | - Establish execution timelines and batch processing schedules. - Assign responsibilities for extraction monitoring. - Document dependencies on other migration tasks. | Syniti |
| Data Quality and Validation | - Define error handling mechanisms for extraction failures. | Syniti |
Selection Screen
| Selection Ref Screen | Parameter Name | Selection Type | Requirement | Value to be entered/set |
|---|---|---|---|---|
| N/A | ||||
Data Collection Template (DCT)
Target Ready Data Collection Template will be created for data with exception of some fields which require transformation as mentioned in the transformation rule.DCT Rules
| Field Name | Field Description | Rule |
|---|---|---|
| N/A | ||
Extraction Dependencies
| Item # | Step Description | Team Responsible |
|---|---|---|
| 1 | Source System Availability
| Syensqo IT |
| 2 | Data Structure
| Syniti |
| 3 | Referential Integrity
| Syniti |
| 4 | Extraction Methodology
| Syniti |
| 5 | Performance and Scalability Considerations
| Syniti |
| 6 | Security and Compliance
| Syniti |
Transformation
The Target fields are mapped to the applicable Legacy field that will be its source, this is a 3-way activity involving the Business, Functional team and Data team. This identifies the transformation activity required to allow to make the data Target ready:
- Perform value mapping and data transformation rules.
- Legacy values are mapped to the to-be values (this could include a default value)
- Values are transformed according to the rules defined in
- Prepare target-ready data in the structure and format that is required for loading via prescribed Load Tool. This step also produces the load data ready for business to perform Pre-load Data Validation
Transformation Run Sheet
| Item # | Step Description | Team Responsible |
|---|---|---|
| 1 | Transformation Scope Definition - Identify the source and target data structures. - Define business rules for data standardization. - Establish data cleansing requirements to remove inconsistencies. | Data Team |
| 2 | Data Mapping and Standardization - Align source fields with target fields. - Ensure unit consistency (e.g., currency, measurement units) | Data Team |
| 3 | Business Rule Application - Implement data enrichment/collection if applicable - Apply conditional transformations based on predefined logic/business rules | Data Team |
| 4 | Transformation Execution Plan - Define batch processing schedules. - Assign responsibilities for monitoring execution. - Establish error-handling mechanisms | Syniti |
Transformation Rules
| Rule # | Source system | Source Table | Source Field | Source Description | Target System | Target Table | Target Field | Target Description | Transformation Logic |
|---|---|---|---|---|---|---|---|---|---|
Transformation Mapping
| Mapping Table Name | Mapping Table Description |
|---|---|
| MAP_REGION_CX | Country/Region Code Mapping Table for SalesForce |
Transformation Dependencies
List the steps that need to occur before transformation can commence| Item # | Step Description | Team Responsible |
|---|---|---|
| 1 | Source Data Integrity - Ensure extracted data is complete, accurate, and consistent. - Validate that data types and formats align with transformation requirements. | Syniti |
| 2 | Referential Integrity - Ensure dependent records are transformed together or in advance | Syniti |
| 3 | Transformation Logic and Mapping - Define data mapping rules between source and target schemas. | Data Team |
| 4 | Performance and Scalability Considerations - Optimize transformation processes for large datasets. - Ensure system resources can handle transformation workloads | Syniti |
| 5 | Logging and Error Handling - Maintain detailed logs of transformation activities. - Define error-handling procedures for failed transformations | Syniti |
Pre-Load Validation
Project Team
Completeness
| Task | Action |
|---|---|
Accuracy
| Task | Action |
|---|---|
Business
Completeness
| Task | Action |
|---|---|
Accuracy
| Task | Action |
|---|---|
Load
The load process includes:
- Execute the automated data load into target system using load tool or product the load file if the load must be done manually
- Once the data is loaded to the target system, it will be extracted and prepared for Post Load Data Validation
Load Run Sheet
| Item # | Step Description | Team Responsible |
|---|---|---|
Load Phase and Dependencies
Configuration
| Item # | Configuration Item |
|---|---|
Conversion Objects
| Object # | Preceding Object Conversion Approach |
|---|---|
| list the exact title of the conversion object of only the immediate predecessor – this will then confirm the DDD (Data Dependency Diagram) | |
Error Handling
| Error Type | Error Description | Action Taken |
|---|---|---|
Post-Load Validation
Project Team
Completeness
| Task | Action |
|---|---|
Accuracy
| Task | Action |
|---|---|
Business
Completeness
| Task | Action |
|---|---|
Accuracy
| Task | Action |
|---|---|
Key Assumptions
- Master Data Standard is up to date as on the date of documenting this conversion approach and data load.
- is in scope based on data design and any exception requested by business.
See also
Change log
Workflow history
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