Optimizing Purchase Requisitions
One of the biggest oil and gas companies in the world wanted to explore building custom SAP Fiori applications. SAP Fiori is an easy-to-use collection of apps for the most common business functions, such as workflow approvals. Running on existing SAP software, it works seamlessly across devices and delivers powerful business results. The oil and gas giant had already tested SAP Fiori and was then excited about the opportunity of implementing it company-wide. The existing SAP Fiori app for the scenario “Approving Purchase Requisition” (PR) requires the user to perform the approvals on a line-item basis, while at the oil and gas company approvals are done on a header-level. Thus, the oil and gas giant wanted to modify SAP Fiori to suit their workflow in order to be able to make decisions via mobile devices from anywhere in the plants. The company approached the Design & Co-Innovation Center from SAP for customized usability improvements. Our design team was requested to lead and conduct the scenario research and design a custom Fiori approval requisition app at header level. Also, the company wanted the DCC to help them understand how to build SAP Fiori apps.
Designing the Scenario with End-Users
Kicking off with a workshop about the scenario that needed to be designed, we split the 40 participants into two tracks as they had to pursue two different purposes. One track focused on UI5 technology and the technical side of Fiori. The other track worked collaboratively with key stakeholders of the customer to explore their range of needs. We conducted user research with business users and end-users at refineries, looking at how they use the system today. We analyzed the data, laying out the users’ expectations, and started to design the purchase requisition scenario based on our concrete findings. After developing a high-fidelity prototype that functions like an actual application, we tested and validated it with end users who were able to perform the task without any assistance. This phase was followed by another iteration in which new features were added, such as a currency converter and business card information with communicator integration. A second validation was done with the end users to ensure all steps were designed to accommodate their flow and thoughts.
Fiori Keeps It Simple
The service provided emerged as an SAP Fiori proposition that meets and is tailored to the needs of the customer’s end users. “It is sometimes expected that we are experts on all SAP scenarios, which we are not. All our knowledge comes from interviewing users and seeing the screens in action”, explains Hang Le, SAP UX Design Specialist. “This approach was much appreciated by the end users who felt like they had a say and provided value, and consequently were willing to participate in the project”, adds Sally Lawler Kennedy, SAP User Researcher. In just three days, we designed an easy-to-use, straightforward application in accordance with the SAP Fiori spirit “Keeping Simple Things Simple.” The UI elements are designed in an intuitive manner and guide the users through their daily tasks. Users benefit from fast access to required functions as complicated navigation through tabs and tables is no longer required. Through the customized workflow, they can easily retrieve past purchase requisitions. The oil and gas company was delighted by the usability improvements we provided. The project led to further engagement with SAP, with our DCC team continuing to enhance the customer experience.