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SAP Signavio is SAP’s dedicated suite for business process analysis and optimization. Within the RISE with SAP toolchain, Signavio enables organizations to evaluate existing processes, identify performance gaps, benchmark operations, and design optimized target processes. It is used heavily during the Discover and Prepare phases to guide fit-to-standard workshops. The other tools support architecture, extensions, and training but do not serve as the main process analysis engine.

Selective Data Transition (SDT) is a specialized approach that blends elements of both Greenfield (new implementation) and Brownfield (system conversion) strategies. This hybrid methodology allows organizations to selectively migrate configuration settings, historical data, and business processes from their existing systems into a new SAP S/4HANA environment. Unlike a pure Greenfield approach, which requires starting completely fresh, SDT preserves valuable components of the legacy system. At the same time, it avoids the full conversion requirements of a Brownfield approach, offering greater flexibility for reengineering processes and adopting SAP best practices.

SDT is especially useful for companies with multiple ERP systems or those undergoing large-scale consolidation. It enables harmonization of processes, data cleansing activities, and the adoption of standardized templates while still leveraging existing investment where beneficial.

The other options do not combine the two approaches. Cloud-native apps refer to development style; side-by-side migration describes extension patterns; hybrid cloud refers to infrastructure strategy. Selective Data Transition is the only transformation methodology that formally merges the strengths of both Greenfield and Brownfield.

Fact Sheets are the central information objects used in SAP LeanIX. They document key architectural components such as applications, interfaces, and business capabilities. Each Fact Sheet provides lifecycle details, ownership, dependencies, and relationships to other IT and business elements. This structure enables organizations to maintain a clear and consistent representation of their enterprise architecture. Survey forms, audit logs, or RACI matrices are not core Fact Sheet types.

The RISE with SAP methodology emphasizes delivering transformation projects in a predictable, repeatable, and quality-assured manner. A central focus of this methodology is enforcing clean core principles, which prevent unnecessary modifications and ensure systems remain easy to upgrade and extend. The structured phases, quality gates, and integrated toolchain all support predictable outcomes. The methodology does not aim to reduce system count or eliminate partners; instead, it ensures guided, standardized, and clean implementations.

The clean core concept is fundamental to SAP’s cloud strategy and governs how organizations should structure their ERP systems to remain flexible, upgradeable, and stable. One key dimension isConfigurations, which must follow SAP-recommended patterns and avoid unnecessary customizations that compromise upgradeability. Configurations define how the system behaves, and keeping them standardized ensures that the core can remain clean.

A second dimension isIntegrations. Clean core principles emphasize using SAP-approved integration patterns, APIs, and event-driven models rather than modifying the underlying system. By handling extensions and integrations through platforms like SAP Business Technology Platform, organizations avoid invasive changes that would otherwise jeopardize upgrades or system stability.

A third dimension isProcesses, referring to the ability to adopt SAP’s standard end-to-end processes wherever possible. Aligning with SAP best practices minimizes the need for enhancements in the core system and ensures compatibility with future innovations.

Applications and operations are not part of the formal clean core dimensions; rather, they are broader parts of the overall IT landscape. The clean core dimensions focus specifically on system configuration, integration behavior, and business process alignment—ensuring that SAP systems remain cloud-ready and agile.

Application Portfolio Management (APM) is the LeanIX product specifically designed to help organizations analyze their current application landscape. It provides an inventory of applications, lifecycle information, ownership details, technology stacks, and relationships to business capabilities. APM allows companies to evaluate redundancy, risks, and optimization opportunities. Other LeanIX modules support planning or governance but do not focus primarily on understanding the existing application portfolio.

Tricentis Test Automation is directly integrated with SAP Cloud ALM to support automated testing. It provides codeless test creation, execution, and reporting for SAP and non-SAP processes. Within Cloud ALM, Tricentis handles automated regression scenarios, ensuring system stability during configuration changes and release cycles. Other tools listed focus on data management or end-user enablement, not automated testing.

These six phases—Discover, Prepare, Explore, Realize, Deploy, and Run—represent the standard SAP Activate-based structure used in transformation projects. Each phase has specific deliverables: discovery focuses on identifying value and readiness; prepare sets the foundation; explore validates fit-to-standard processes; realize configures and tests the solution; deploy transitions the system into production; and run focuses on operations and continuous improvement. This phased approach provides consistency across transformation initiatives.

In the Design phase of a transformation project, SAP Signavio plays a central role in shaping how business processes are evaluated, redesigned, and aligned to organizational objectives.Value discoveryis one of the fundamental strategies used during this phase. It involves identifying improvement opportunities by analyzing existing processes, determining where inefficiencies occur, and uncovering areas where automation, optimization, or standardization can bring measurable business benefits. SAP Signavio provides process insights and performance indicators that support this discovery work.

Another essential strategy isinvolving stakeholders. Effective process transformation requires input from business users, process owners, managers, and IT teams to ensure that redesigned processes reflect operational realities and strategic priorities. Signavio’s collaboration features—such as commenting, sharing models, and approving workflows—facilitate this engagement. Stakeholder involvement helps ensure alignment and increases adoption success after deployment.

Process performance benchmarkingis also a critical strategy. SAP Signavio allows organizations to compare their internal process performance with industry standards or peer benchmarks. This evaluation highlights underperforming areas and guides prioritization in the design phase. While collaborating with IT and best practice use are helpful activities, they are not formalized as the three primary strategies emphasized in the Signavio design methodology.