Looply Implementation Plan

This guide outlines the standard implementation phases for deploying Looply within your organization. Whether you are integrating only Microsoft Teams or extending to SAP workflows, this phased approach helps ensure a smooth, efficient rollout.

Looply provides project templates, onboarding workshops, and technical assistance throughout your journey.

Download detailed implementation plan template using the link below:

25KB

Looply implementation plan.xlsx

Looply Implementation plan template (with SAP Plugin)

Phase 1: Mobilization

Task	Primary Owner
Appoint Customer Project Lead	Customer
Mobilize SAP Basis Team (if SAP integration planned)	Customer
Arrange access to Microsoft Teams Admin Center and Azure Portal	Customer
Confirm Looply Solution Architect engagement (if applicable)	Looply

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Phase 2: Access Setup

Task	Primary Owner
Sign up for Looply organization account	Customer
Invite Admins and Developers	Customer
Connect Azure AD tenant to Looply	Customer
Deploy Looply custom app into Teams Admin Center or organizational App Catalog	Customer IT
Schedule optional onboarding workshop with Looply Solutions Engineer	Looply (optional)

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Phase 3: SAP Integration Setup (If Applicable)

Task	Primary Owner
Install Looply ABAP Add-on on SAP Gateway	Customer (SAP Basis)
Configure SAP OAuth 2.0 Client	Customer (SAP Basis)
Expose SAP OData and OAuth endpoints externally (direct or via proxy)	Customer (SAP Basis)
Map Azure AD user emails with SAP SU01 email fields	Customer (SAP Basis)

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Phase 4: Workflow Development & Testing

Task	Primary Owner
Build initial test workflows (pilot)	Looply/Customer
Design Adaptive Cards for workflows	Looply/Customer
Conduct internal UAT (User Acceptance Testing) with pilot group	Customer Project Team
Looply Solutions Engineer provides best practice review (optional)	Looply (optional)

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Phase 5: Go-Live Preparation

Task	Primary Owner
Finalize production deployment plan	Customer Project Manager
Complete internal IT security and compliance approvals	Customer IT / Security Team
Validate error handling, monitoring, and workflow logs	Customer IT / Admins

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Phase 6: Production Launch and Hypercare

Task	Primary Owner
Move workflows to Production status	Customer Admin
Announce Looply availability to users (internal comms)	Customer Communications Team
Monitor production workflows for first 2-4 weeks (hypercare period)	Customer Admins / Looply Support (optional)
Hold retrospective and plan for further enhancements	Customer Project Team

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Notes

• SAP-related steps apply only if SAP workflow integration is part of your project scope.

• Looply Support ([e-mail]) is available for optional onboarding sessions, integration assistance, and go-live hypercare support.

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Implementation Timeline

Timelines may vary based on the complexity of workflows, number of SAP systems, and customer internal readiness.

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Project Roles and Responsibilities

Role	Responsibilities
Customer Project Manager	Internal coordination, stakeholder updates
IT Admin / Azure Admin	Azure Tenant Connection, App Deployment
SAP Basis Team	ABAP Add-on installation, OAuth setup, Gateway exposure
Looply Solutions Engineer	Technical guidance, SAP/Teams integration support, workflow design best practices
End-User Champions	Pilot testing, feedback during UAT

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