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Retail Customer Experience
Enabling customer journeys across the customer lifecycle
19 July 2011
Customer Journeys:
How customers interact with Brands




© 2011 SAP AG. All rights reserved.
                                      2
                                      2
Customer Journeys:
How customers interact with Brands




© 2011 SAP AG. All rights reserved.
                                      3
                                      3
Facilitating Customer Journeys




© 2011 SAP AG. All rights reserved.
                                      4
                                      4
Disjointed Customer Experiences:
Multiple-channel Customer Management


                                      Unit/Channel      Business Unit/
                Company                Manager       Communication Channel      Customer


                                                               Email


                                                              Mobile


                                                        Web Personalisation


                                                        Point of Sale/Service
         LEGACY DATA
    (e.g. Purchase History,
           POS, etc)                                        Social Media




© 2011 SAP AG. All rights reserved.                                                        5
SINGLE CUSTOMER VIEW




© 2011 SAP AG. All rights reserved.                          6
QUESTIONS                     QUESTIONS                   QUESTIONS
                QUESTIONS                                                                                                                QUESTIONS
                                             1. How does my value           1. How do I find new    1. How do I interact with my
                                            proposition relate to my             customers?                  customers?
          1. Who are my customers?                                                                                                 1. Who has interacted with
                                              various customers?            2. What are the best         2. How do I ensure
          2. What do they “look” like?                                                                                                    my campaigns?
                                         2. What aspects of its utility/   channels to reach them        consistency across
         3. What customer needs am I                                                                                                2. What have they done?
                                            service will they value?              through?             interaction channels?
                  satisfying?                                                                                                      3. How much have I sold?
                                          3. How should I position it?       3. How do I execute      3. How do I optimise the
             4. What is the market                                                                                                    4. How much will I sell
                                         4. How should I engage with             campagins?            customer experience?
                 opportunity?                                                                                                               tomorrow?
                                               my prospects and             4. How do I optimise     4. How do my customers
                                                  customers?                     campaigns?               engage with me?




                                                                                                         INTERACTION &




                                                                                                                                       MEASUREMENT
                                                                           EXPERIENCE &
                                                                           ENGAGEMENT
              EXPERIENCE




                                                                                                           EXPERIENCE




                                                                                                                                        MARKETING

                                                                                                                                        & ANALYSIS
               CUSTOMER




                                                CUSTOMER




                                                                            CUSTOMER




                                                                                                            CUSTOMER
                                                STRATEGY
               PLANNING




                                                                              DESIGN




                                              SINGLE CUSTOMER VIEW
© 2011 SAP AG. All rights reserved.                                                                                                                             7
Seamless Customer Experiences:
Multi-channel Customer Management



                                                                                    Email/Mobile
                                            Modelling “Sandpit”



                                                                                     Point of Sale
                                                                           Content Distribution

                                                          Business rules
                                                                                Web Personalisation


                                                                                Point of Sale/Service
         Data clean, merge & append




                                      Reporting /
                                       Analytics

                                                                                     Social Media
                                                                  SCV



                                                                                                        The “Closed loop”




© 2011 SAP AG. All rights reserved.                                                                                         8
Supporting The Customer Journey: Future State




          POS
          DM
                                      SAP ERP   SAP BW

                                                   SPSS



© 2011 SAP AG. All rights reserved.                       9
How does this help?


Customer
   Marketing
   Service
   Sales
   Empowerment & enablement
Operational
   Marketing effectiveness
   Service efficiency
   Sales performance
   Control
Financial
   Revenue improvement
   Cost reduction
   Reporting & analysis rationalisation
   Justification

© 2011 SAP AG. All rights reserved.        10
SAP CRM Overview
Managing customer experiences across sales, marketing and service
19 June 2011
SAP CRM – Simple and Powerful


  Easy to use



                                                                 CUSTOMER



  Solves real                                                                           Partner
                                                  Mobile                                Channel
  problems                                                 Web Channel    Interaction
                                                                          Center
                                                                                        Mgmt
                                      MARKETING                                                   SERVICE




                                                              SALES


                                                             ANALYTICS

  Makes the
  complex simple                                             End-to-end
                                                             Processes


                                                             Powered by
                                                             SAP NetWeaver®



© 2011 SAP AG. All rights reserved.                                                                         12
Marketing Solution Overview



                                                                        Marketing resource and brand
                                      Marketing                          management
                                      analytics


         Lead
                                                  Marketing
                                                  resource and brand
                                                                        Segment and list management
         management                               Management


                                  Customer
                                                                        Campaign management
                                                     Segment
           Loyalty                                  & list              Loyalty management
           management                               management

                                 Campaign                               Lead management
                                 management

                                                                        Marketing analytics



© 2011 SAP AG. All rights reserved.                                                                 13
Marketing Capability in SAP CRM
                                                                     Customer




  Direct                  Call             Web and           Field                         Branches     POS and
                                                                           Partners                                     Wireless
   mail                  center             e-mail           sales                         or stores     ATMs

                                                 Marketing Process Capabilities

   Mkt. resource                        Campaign                   Lead                     Loyalty            Trade promotion
   management                          management               management                management            management

     Strategy and                      Multichannel                                        Program             Business Planning &
                                                               Lead generation                                     Perf Mgmt.
       planning                         execution                                         management

                                       Segments and                                       Reward rule
 Budget and costs                                             Lead qualification                               Trade Promotions
                                         list mgmt                                        management

                                                                                          Membership
      Couponing                       Dialog marketing        Lead distribution                                 Retail Execution
                                                                                           handling



Marketing analytics
     Predictive                 Measurement              Customer          Forecasting         Optimization         Product
     analytics                  and reporting            analytics         and planning       and refinement        analytics
© 2011 SAP AG. All rights reserved.                                                                                                  14
Sales Capabilities of SAP CRM
The Complete Portfolio


                                                          SAP delivers the best solution for
                                                          planning, managing and executing
                                                          sales:
                       Sales       Sales
                       Performance Planning &
                       Management Forecasting                  Establish Targets and Forecast Results
                                                               Attract and Acquire New Customers,
           Sales                             Account &          Grow and Retain Existing Customers
           Analytics                         Contact
                                             Management        Identify, Schedule and Execute Sales
                                                                Activities
                                  Customer
         Sales                               Activity          Progress Opportunities to Closure
         Contracts                           Management
         Management                                            Provide Accurate, Professional Quotes
                                                                and Capture Perfect Orders
                       Quotation
                     Management
                                   Opportunity                 Negotiate Profitable Contracts
                                   Management
                     Order Capture                             Analyze and Improve Sales Performance
                                                               Align Territories and Incentive Plans
                                                                with Sales Objectives



© 2011 SAP AG. All rights reserved.                                                                     15
Sales Capability in SAP CRM
                                                                    Customer




       Mobile                         Field Sales                    Web                       TeleSales             Territory


                                                    Sales Process Capabilities
        Account                              Opportunity                          Contract                      Order
       Management                            Management                          Management                   Management

                                            Account and contact                 Contract and Pricing           Quotation and
  Relationship Management                                                       validity management          order management
                                               management

                                           Opportunity Planning &              Cancellation Procedure        Credit Management
   Buying Centre Modeling                                                          Management                    Validation
                                            Pipeline Management

      Activity and contact                   Gated assessment                    Automated Call off        Stock and Distribution
         Management                             processed                            Processes             Integrated Processing




                                                            Sales analytics
         Basic analytics                    Pipeline Performance                Interactive Reporting      Profitability Dashboards



© 2011 SAP AG. All rights reserved.                                                                                                   16
SAP CRM – service capabilities


                                                                   SAP delivers best-run service
                                                                   management capabilities

                                                                   Sales & Marketing for Service
                              Parts       Sales &
                            Logistics   Marketing for              Service Contracts
                            & Finance     Service
                                                                   Installations & Maintenance
            Warranty                               Service
             & Claim                              Contracts        Customer Service & Support
           Management
                                                                   Field Service Management
                                Customer
              Returns &                          Installations &   Returns & Depot Repair
             Depot Repair                       Maintenance
                                                                   Warranty & Claim Management
                            Field   Customer
                           Service  Service &
                                                                   Parts Logistics & Finance
                         Management Support
                                                                   These are complemented by
                                                                   capabilities that enable you to
                                                                   collaborate, analyze, and optimize
                                                                   your service business.



© 2011 SAP AG. All rights reserved.                                                                     17
Service Capability in SAP CRM
                                                                   Customer




       Mobile                         Field Service                    Web               TeleService            Third Party


                                                  Service Process Capabilities
        Contract                                Repair                        Service Ticket               Order
       Management                             Management                      Management                 Management

    Service Level Contract                 Resource and Schedule                Hierarchical           Service Quotation and
        Management                             Management                      Categorization           order management

          Auto Contract                   Integrated external system          SLA & Escalation          Credit Management
          Determination                            updates                      Management                  Validation

    Expiry Follow Renewal                                                                              Stock and Distribution
                                             Skill Based Routing              Case Management          Integrated Processing
         Processing




                                                            Service: Analytics
          Basic analytics                     Contract Analysis               Warranty Analysis         Profitability analytics



© 2011 SAP AG. All rights reserved.                                                                                               18
Interaction Center Capabilities of SAP CRM

                                        SAP CRM Interaction Center


                                                               Marketing

                                                               Sales
                      Marketing             Sales
                                                               Customer Service

                                      Customer                 Shared Services

                                                               Interaction Center
                       Shared                Customer
                       Services              Service            Management

                                                               Interaction Center
                                                                Analytics

© 2011 SAP AG. All rights reserved.                                                  19
Interaction Centre – Scenarios and Processes
                                                                      Customer




    Telephony                         Postal letters                   Web                            IVR               E-Mail


                                                 Interaction Centre: capabilities
      Telemarketing                              Telesales                       Customer service            IC management
                                             Account and contact                   Customer service         Communication channels
      Campaign execution
                                                management                           and support

                                             Lead and opportunity                                              E-Mail Response
       Lead management                                                           Complaint management
                                                management                                                       Management

         Personalization                        Quotation and                         Help desk &            Process modeling and
                                              order management                   Shared services centre         agent guidance




                                                       Interaction centre: analytics
         Basic analytics                    Process-based analytics                Blended analytics         Profitability analytics



© 2011 SAP AG. All rights reserved.                                                                                                    20
SAP Business Communications Management Scenarios and
Processes

                                                                     Customer




   Telephony                Chat       E-mail         Web form           IVR         Fax              SMS

Business Communications Management: capabilities
 Inbound Contact Center                    Outbound Contact Center              Enterprise-wide Communications
                                                                                Management
   Unified Contact Routing                  Automated Dialing                    Corporate Communication Services

   Customer Interaction Handling            Outbound Call Handling               Fixed and Mobile Terminals

    Operations and System Management


 Business Communications Management Reporting
   Online Monitoring                             Reporting                                 SAP CRM BW Integration



 Business Communications Management Interactive Voice Response (IVR)
   Caller Recognition                            Voice Menus                               Automated Voice Services

 © 2011 SAP AG. All rights reserved.                                                                                  21
Web Channel capabilities of SAP CRM
SAP CRM provides a complete range of Web channel processes



                                                    Leverage the Internet as a valuable
                                                    sales, marketing and service channel
                                                    for businesses and consumers
           Web Channel
                                      E-Marketing
           Analytics                                E-Marketing

                             Customer               E-Commerce

              E-Service               E-Commerce
                                                    E-Service

                                                    Web Channel Analytics




© 2011 SAP AG. All rights reserved.                                                   22
Twitter, SAP CRM & SAP BusinessObjects Text Analysis
 Mine social media, turning unstructured data into insight



                            Social Metrics




                                                      Dynamic Tag Cloud
                                                       based on the key
                                                          topics being
                                                      discussed in Social
                                                             Media




                 Sentiment of the
             conversation addressed to
                   the company




   SAP‟s Text Analysis engine can parse sentiment and entities such as key topics, subject, object,
     © 2011 SAP AG. All rights reserved.
© SAP 2009 / Page 23                     etc. from a conversation                               23
Process Flow




                                                    Facebook
                                                                                                                           Offers
    • WorldFlyer segments its
      customer base to target the                    Widget                  • Tracy reviews her account
                                                                               details and transactions
                                                                                                                                           • Tracy invites her friend, Matt to
                                                                                                                                             download the WorldFlyer widget
      „Premium‟ tier customers on                                            • She provides feedback on a                                  • Matt downloads the widget and
      facebook                           • Tracy Hicks, a premium              flight she took recently     • Tracy reviews the relevant     adds it to his profile
    • Launches an email campaign           customer downloads the widget                                      offers for her from World
      against the segment – Invitation     on her facebook profile                                            Airways
      to download facebook widget        • She uses her Worldflyer loyalty                                  • She registers for specific
      and earn 500 bonus miles             program authentication to login                                    promotions that in
                                           to the application


               Campaign                                                                  Account
                                                                                                                                                      Invitations
               Execution                                                                 Details




© 2011 SAP AG. All rights reserved.                                                                                                                                              24
QUERY AND ANALYSIS

 Powerful ad hoc query and
 integrated analysis
 Interactive viewing for
 information consumers

 Best-of-breed OLAP
 Integrated predictive analysis




© 2011 SAP AG. All rights reserved.   25
QUERY AND ANALYSIS

 Powerful ad hoc query and
 integrated analysis
 Interactive viewing for
 information consumers

 Best-of-breed OLAP
 Integrated predictive analysis




© 2011 SAP AG. All rights reserved.   26
Embedded Explorer


© SAP 2007 / Page 27




© 2011 SAP AG. All rights reserved.   27
DASHBOARDS AND SCORECARDS

See your business like
never before
Pioneer the path to
performance excellence
Own your framework for
success




© 2011 SAP AG. All rights reserved.   28
© 2011 SAP AG. All rights reserved.   29
INFORMATION DELIVERY

Publish information to hundreds of thousands of
new people
From where they work – portal, desktop, Office, or
mobile




© 2011 SAP AG. All rights reserved.                  30
Thank You!

Contact information:

Louis M Fernandes
Senior Sales Executive, Customer LoB for Retail, Travel & Transport
A: Clockhouse Place, Bedfont Road, Feltham, TW14 8HD
T: +44 7958 292 616
E: Louis.Fernandes@SAP.com

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Multi-Channel Customer Experience Management in Retail

  • 1. Retail Customer Experience Enabling customer journeys across the customer lifecycle 19 July 2011
  • 2. Customer Journeys: How customers interact with Brands © 2011 SAP AG. All rights reserved. 2 2
  • 3. Customer Journeys: How customers interact with Brands © 2011 SAP AG. All rights reserved. 3 3
  • 4. Facilitating Customer Journeys © 2011 SAP AG. All rights reserved. 4 4
  • 5. Disjointed Customer Experiences: Multiple-channel Customer Management Unit/Channel Business Unit/ Company Manager Communication Channel Customer Email Mobile Web Personalisation Point of Sale/Service LEGACY DATA (e.g. Purchase History, POS, etc) Social Media © 2011 SAP AG. All rights reserved. 5
  • 6. SINGLE CUSTOMER VIEW © 2011 SAP AG. All rights reserved. 6
  • 7. QUESTIONS QUESTIONS QUESTIONS QUESTIONS QUESTIONS 1. How does my value 1. How do I find new 1. How do I interact with my proposition relate to my customers? customers? 1. Who are my customers? 1. Who has interacted with various customers? 2. What are the best 2. How do I ensure 2. What do they “look” like? my campaigns? 2. What aspects of its utility/ channels to reach them consistency across 3. What customer needs am I 2. What have they done? service will they value? through? interaction channels? satisfying? 3. How much have I sold? 3. How should I position it? 3. How do I execute 3. How do I optimise the 4. What is the market 4. How much will I sell 4. How should I engage with campagins? customer experience? opportunity? tomorrow? my prospects and 4. How do I optimise 4. How do my customers customers? campaigns? engage with me? INTERACTION & MEASUREMENT EXPERIENCE & ENGAGEMENT EXPERIENCE EXPERIENCE MARKETING & ANALYSIS CUSTOMER CUSTOMER CUSTOMER CUSTOMER STRATEGY PLANNING DESIGN SINGLE CUSTOMER VIEW © 2011 SAP AG. All rights reserved. 7
  • 8. Seamless Customer Experiences: Multi-channel Customer Management Email/Mobile Modelling “Sandpit” Point of Sale Content Distribution Business rules Web Personalisation Point of Sale/Service Data clean, merge & append Reporting / Analytics Social Media SCV The “Closed loop” © 2011 SAP AG. All rights reserved. 8
  • 9. Supporting The Customer Journey: Future State POS DM SAP ERP SAP BW SPSS © 2011 SAP AG. All rights reserved. 9
  • 10. How does this help? Customer  Marketing  Service  Sales  Empowerment & enablement Operational  Marketing effectiveness  Service efficiency  Sales performance  Control Financial  Revenue improvement  Cost reduction  Reporting & analysis rationalisation  Justification © 2011 SAP AG. All rights reserved. 10
  • 11. SAP CRM Overview Managing customer experiences across sales, marketing and service 19 June 2011
  • 12. SAP CRM – Simple and Powerful Easy to use CUSTOMER Solves real Partner Mobile Channel problems Web Channel Interaction Center Mgmt MARKETING SERVICE SALES ANALYTICS Makes the complex simple End-to-end Processes Powered by SAP NetWeaver® © 2011 SAP AG. All rights reserved. 12
  • 13. Marketing Solution Overview  Marketing resource and brand Marketing management analytics Lead Marketing resource and brand  Segment and list management management Management Customer  Campaign management Segment Loyalty & list  Loyalty management management management Campaign  Lead management management  Marketing analytics © 2011 SAP AG. All rights reserved. 13
  • 14. Marketing Capability in SAP CRM Customer Direct Call Web and Field Branches POS and Partners Wireless mail center e-mail sales or stores ATMs Marketing Process Capabilities Mkt. resource Campaign Lead Loyalty Trade promotion management management management management management Strategy and Multichannel Program Business Planning & Lead generation Perf Mgmt. planning execution management Segments and Reward rule Budget and costs Lead qualification Trade Promotions list mgmt management Membership Couponing Dialog marketing Lead distribution Retail Execution handling Marketing analytics Predictive Measurement Customer Forecasting Optimization Product analytics and reporting analytics and planning and refinement analytics © 2011 SAP AG. All rights reserved. 14
  • 15. Sales Capabilities of SAP CRM The Complete Portfolio SAP delivers the best solution for planning, managing and executing sales: Sales Sales Performance Planning & Management Forecasting  Establish Targets and Forecast Results  Attract and Acquire New Customers, Sales Account & Grow and Retain Existing Customers Analytics Contact Management  Identify, Schedule and Execute Sales Activities Customer Sales Activity  Progress Opportunities to Closure Contracts Management Management  Provide Accurate, Professional Quotes and Capture Perfect Orders Quotation Management Opportunity  Negotiate Profitable Contracts Management Order Capture  Analyze and Improve Sales Performance  Align Territories and Incentive Plans with Sales Objectives © 2011 SAP AG. All rights reserved. 15
  • 16. Sales Capability in SAP CRM Customer Mobile Field Sales Web TeleSales Territory Sales Process Capabilities Account Opportunity Contract Order Management Management Management Management Account and contact Contract and Pricing Quotation and Relationship Management validity management order management management Opportunity Planning & Cancellation Procedure Credit Management Buying Centre Modeling Management Validation Pipeline Management Activity and contact Gated assessment Automated Call off Stock and Distribution Management processed Processes Integrated Processing Sales analytics Basic analytics Pipeline Performance Interactive Reporting Profitability Dashboards © 2011 SAP AG. All rights reserved. 16
  • 17. SAP CRM – service capabilities SAP delivers best-run service management capabilities Sales & Marketing for Service Parts Sales & Logistics Marketing for Service Contracts & Finance Service Installations & Maintenance Warranty Service & Claim Contracts Customer Service & Support Management Field Service Management Customer Returns & Installations & Returns & Depot Repair Depot Repair Maintenance Warranty & Claim Management Field Customer Service Service & Parts Logistics & Finance Management Support These are complemented by capabilities that enable you to collaborate, analyze, and optimize your service business. © 2011 SAP AG. All rights reserved. 17
  • 18. Service Capability in SAP CRM Customer Mobile Field Service Web TeleService Third Party Service Process Capabilities Contract Repair Service Ticket Order Management Management Management Management Service Level Contract Resource and Schedule Hierarchical Service Quotation and Management Management Categorization order management Auto Contract Integrated external system SLA & Escalation Credit Management Determination updates Management Validation Expiry Follow Renewal Stock and Distribution Skill Based Routing Case Management Integrated Processing Processing Service: Analytics Basic analytics Contract Analysis Warranty Analysis Profitability analytics © 2011 SAP AG. All rights reserved. 18
  • 19. Interaction Center Capabilities of SAP CRM SAP CRM Interaction Center  Marketing  Sales Marketing Sales  Customer Service Customer  Shared Services  Interaction Center Shared Customer Services Service Management  Interaction Center Analytics © 2011 SAP AG. All rights reserved. 19
  • 20. Interaction Centre – Scenarios and Processes Customer Telephony Postal letters Web IVR E-Mail Interaction Centre: capabilities Telemarketing Telesales Customer service IC management Account and contact Customer service Communication channels Campaign execution management and support Lead and opportunity E-Mail Response Lead management Complaint management management Management Personalization Quotation and Help desk & Process modeling and order management Shared services centre agent guidance Interaction centre: analytics Basic analytics Process-based analytics Blended analytics Profitability analytics © 2011 SAP AG. All rights reserved. 20
  • 21. SAP Business Communications Management Scenarios and Processes Customer Telephony Chat E-mail Web form IVR Fax SMS Business Communications Management: capabilities Inbound Contact Center Outbound Contact Center Enterprise-wide Communications Management Unified Contact Routing Automated Dialing Corporate Communication Services Customer Interaction Handling Outbound Call Handling Fixed and Mobile Terminals Operations and System Management Business Communications Management Reporting Online Monitoring Reporting SAP CRM BW Integration Business Communications Management Interactive Voice Response (IVR) Caller Recognition Voice Menus Automated Voice Services © 2011 SAP AG. All rights reserved. 21
  • 22. Web Channel capabilities of SAP CRM SAP CRM provides a complete range of Web channel processes Leverage the Internet as a valuable sales, marketing and service channel for businesses and consumers Web Channel E-Marketing Analytics E-Marketing Customer E-Commerce E-Service E-Commerce E-Service Web Channel Analytics © 2011 SAP AG. All rights reserved. 22
  • 23. Twitter, SAP CRM & SAP BusinessObjects Text Analysis Mine social media, turning unstructured data into insight Social Metrics Dynamic Tag Cloud based on the key topics being discussed in Social Media Sentiment of the conversation addressed to the company SAP‟s Text Analysis engine can parse sentiment and entities such as key topics, subject, object, © 2011 SAP AG. All rights reserved. © SAP 2009 / Page 23 etc. from a conversation 23
  • 24. Process Flow Facebook Offers • WorldFlyer segments its customer base to target the Widget • Tracy reviews her account details and transactions • Tracy invites her friend, Matt to download the WorldFlyer widget „Premium‟ tier customers on • She provides feedback on a • Matt downloads the widget and facebook • Tracy Hicks, a premium flight she took recently • Tracy reviews the relevant adds it to his profile • Launches an email campaign customer downloads the widget offers for her from World against the segment – Invitation on her facebook profile Airways to download facebook widget • She uses her Worldflyer loyalty • She registers for specific and earn 500 bonus miles program authentication to login promotions that in to the application Campaign Account Invitations Execution Details © 2011 SAP AG. All rights reserved. 24
  • 25. QUERY AND ANALYSIS Powerful ad hoc query and integrated analysis Interactive viewing for information consumers Best-of-breed OLAP Integrated predictive analysis © 2011 SAP AG. All rights reserved. 25
  • 26. QUERY AND ANALYSIS Powerful ad hoc query and integrated analysis Interactive viewing for information consumers Best-of-breed OLAP Integrated predictive analysis © 2011 SAP AG. All rights reserved. 26
  • 27. Embedded Explorer © SAP 2007 / Page 27 © 2011 SAP AG. All rights reserved. 27
  • 28. DASHBOARDS AND SCORECARDS See your business like never before Pioneer the path to performance excellence Own your framework for success © 2011 SAP AG. All rights reserved. 28
  • 29. © 2011 SAP AG. All rights reserved. 29
  • 30. INFORMATION DELIVERY Publish information to hundreds of thousands of new people From where they work – portal, desktop, Office, or mobile © 2011 SAP AG. All rights reserved. 30
  • 31. Thank You! Contact information: Louis M Fernandes Senior Sales Executive, Customer LoB for Retail, Travel & Transport A: Clockhouse Place, Bedfont Road, Feltham, TW14 8HD T: +44 7958 292 616 E: Louis.Fernandes@SAP.com