---
title: How To Set The Scope Of Your SAP REFX Project
description: Use the SAP REFX (Flexible Real Estate) Solution Scoping tool to develop your implementation solution scope with this free online scoping tool
image: https://www.sapbwconsulting.com/hubfs/Death_to_stock_communicate_hands_1.jpg
---

![SAP REFX Solution Scoping Tool](https://www.sapbwconsulting.com/hubfs/Death_to_stock_communicate_hands_1.jpg)

# How To Set The Scope Of Your SAP REFX Project

 Table of Contents

## **Do You Know How Many and Which Modules Your [SAP REFX](https://www.sapbwconsulting.com/blog/how-to-take-charge-of-your-real-estate-with-sap-refx) Solution Will Use? **

There are a variety of **Commercial Real Estate** [business process management](https://www.sapbwconsulting.com/sap-sem-cpm-risk-register-design-template) scenarios.  That is why the **SAP Flexible Real Estate** Management or [**SAP REFX**](https://www.sapbwconsulting.com/blog/sap-modules-you-may-want-to-know-about) solution comes with a wide range of [functional modules](https://www.sapbwconsulting.com/request-sap-functional-consulting-support).

 

## SAP RE FX Modules

 

Some of these modules are 'stand-alone' [SAP Modules](https://www.sapbwconsulting.com/blog/how-to-understand-sap-modules-in-5-minutes) specific to [SAP](https://www.sapbwconsulting.com/blog/how-to-improve-sap-profitability-management-p2-the-ultimate-guide) but most are also [integrated](https://www.sapbwconsulting.com/hubspot-integrations-sales-sap-chat) with either core [ERP modules](https://www.sapbwconsulting.com/enterprise-services/sap-industry-solutions/sap-project-management), such as Controlling or with [3rd party systems](https://www.sapbwconsulting.com/blog/understanding-the-most-common-sap-data-warehousing-concepts) like [**GIS**](https://www.sapbwconsulting.com/blog/how-to-understand-sap-supply-chain-management-and-bw) or [Geographic Information Systems](https://www.sapbwconsulting.com/blog/inbound-marketing/42-essential-hubspot-integrations-b2b-marketers-need-to-start-using).

 

[![SAP REFX Solution Scoping Tool](https://www.sapbwconsulting.com/hs-fs/hubfs/Death_to_stock_communicate_hands_1.jpg?width=368&name=Death_to_stock_communicate_hands_1.jpg "SAP REFX Solution Scoping Tool")](https://www.sapbwconsulting.com/meetings/lonnieayers)[SAP REFX Project](https://www.sapbwconsulting.com/sap-refx-solution-map-composer-master-data-questions) Solution Scoping Tool

 

 

## **Every Project Needs to Establish the Scope of the Project**

 

We often find that even though a great deal of work went into the process of selecting and procuring the [SAP REFX](https://www.sapbwconsulting.com/blog/8-value-based-questions-for-real-estate-management-software-solutions) solution, every [SAP project](https://www.sapbwconsulting.com/blog/5-things-to-know-about-your-sap-project-manager) still needs a [scoping](https://www.sapbwconsulting.com/blog/10-key-infrastructure-tips-for-sap-implementation-projects) effort when we first start in order for the [SAP REFX consultant](https://www.sapbwconsulting.com/charge-out-rate-calculator) to do his job. 

## True Project Scope

 

In order to establish the true [scope](https://www.sapbwconsulting.com/blog/how-to-use-a-project-charter-to-start-a-project) of the [project](https://www.sapbwconsulting.com/sap-asap-project-review), numerous [scope related questions](https://www.sapbwconsulting.com/sap-refx-solution-map-composer-master-data-questions) must be answered in the following areas:

- [Master Data](https://www.sapbwconsulting.com/refx-solution-map-composer-master-data-questions)
- [Financial Management](https://www.sapbwconsulting.com/refx-solution-map-composer-financials-questions)
- [Integration](https://www.sapbwconsulting.com/refx-solution-map-composer-integrations-questions)

Why these particular areas of interest?  There are many, for example, answering questions about [property management](https://www.sapbwconsulting.com/blog/10-sap-bw-project-estimation-best-practices-to-roll-out-today) yields an idea about the [data migration effort](https://www.sapbwconsulting.com/blog/10-sap-data-migration-mistakes-to-avoid) to be expected.  This leads directly to improved [master data management](https://www.sapbwconsulting.com/blog/12-warning-signs-your-epm-system-is-in-trouble).  Answering [integration](https://www.sapbwconsulting.com/blog/inbound-marketing/how-to-nail-sap-partnership-management) related scoping questions also results in better identification and classification of [business partners](https://www.sapbwconsulting.com/sap-partnership-advisory-services).

 

## SAP REFX Solution Scoping Tool

 

Because [the scoping questions](https://www.sapbwconsulting.com/blog/inbound-marketing/3-multi-channel-marketing-lessons-learned-catching-the-big-one) are always the same, yet the resultant scope is always different, depending on the [client's requirements](https://www.sapbwconsulting.com/improve-your-sap-bw-project-requirements-gathering), we decided to develop a [****SAP REFX Solution Scoping tool****](https://www.sapbwconsulting.com/refx-solution-map-composer-master-data-questions), which can be used by any client to establish the initial [solution map](https://www.sapbwconsulting.com/blog/5-kpi-design-best-practice-guidelines) for their project. 

 

[All you need](https://www.sapbwconsulting.com/blog/learn-what-makes-sap-dfps-solution-different) to do is answer some simple [Yes or No](https://www.sapbwconsulting.com/develop-a-data-governance-framework) type questions online, and the system [will produce a](https://www.sapbwconsulting.com/blog/inbound-marketing/how-important-is-data-governance-to-internet-marketing) **SAP Scope Document** for you, ready for client sign-off.

 

It is designed to be used either as a stand-alone tool by a client team or with the guidance of one of our [senior SAP REFX consulting experts](https://www.sapbwconsulting.com/sap-refx-consulting-request). 

 

To develop your own, client specific, SAP REFX solution scope, just press the button and complete the scoping questionnaire.

 

[![Define Your SAP REFX Scope](https://no-cache.hubspot.com/cta/default/118735/e7fef0f6-bc84-4886-a67a-db2a529ff62a.png)](https://cta-redirect.hubspot.com/cta/redirect/118735/e7fef0f6-bc84-4886-a67a-db2a529ff62a)

People Who Read This Also Read:

- 10 Advanced SAP BW [Project Estimation](https://www.sapbwconsulting.com/blog/10-advanced-sap-bw-project-estimation-techniques) Techniques [Online Tool]
- How To Use [Google Keyword](https://www.sapbwconsulting.com/blog/inbound-marketing/how-to-use-google-keyword-planner-tool-tutorial) Planner Tool Tutorial
- Learn What is [Catch Weight Management](https://www.sapbwconsulting.com/blog/learn-what-is-catch-weight-management)
- Top 10 Guidelines to [Choosing a SAP](https://www.sapbwconsulting.com/blog/top-10-guidelines-to-choosing-a-sap-partner) Service Partner
- 5 Surprising [Reasons Enterprises](https://www.sapbwconsulting.com/blog/5-surprising-reasons-enterprises-dont-use-an-erp) Don’t Use An ERP
- 3 Ways to [Design KPIs](https://www.sapbwconsulting.com/blog/3-ways-to-design-kpis-using-sap-solution-map-composer) Using SAP Solution Map Composer
- 8 Secrets to SAP Enabled [Spend Performance](https://www.sapbwconsulting.com/blog/8-secrets-to-sap-enabled-spend-performance-management) Management

Topics from this blog:

[REFX](https://www.sapbwconsulting.com/blog/topic/refx)

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<https://www.sapbwconsulting.com/blog/how-to-set-the-scope-of-your-sap-refx-project#> <https://www.sapbwconsulting.com/blog/how-to-set-the-scope-of-your-sap-refx-project#> <https://www.sapbwconsulting.com/blog/how-to-set-the-scope-of-your-sap-refx-project#> [mailto:someone@yoursite.com](mailto:someone@yoursite.com)

### Lonnie D. Ayers, PMP

About the Author: Lonnie Ayers is a Hubspot Certified Inbound Marketing consultant, with additional certifications in Hubspot Content Optimization, Hubspot Contextual Marketing, and is a Hubspot Certified Partner. Specialized in demand generation and sales execution, especially in the SAP, Oracle and Microsoft Partner space, he has unique insight into the tough challenges Service Providers face with generating leads and closing sales using the latest digital tools. With 15 years of SAP Program Management experience, and dozens of complex sales engagements under his belt, he helps partners develop and communicate their unique sales proposition. Frequently sought as a public speaker in various events, he is available for both inhouse engagements and ** remote coaching. **   
![Balanced Scorecard Consultant](https://www.sapbwconsulting.com/hubfs/social-suggested-images/Balanced%20Scorecard%20Certified%20Graduate.jpg)

He also recently released a book **"How to Dominate Any Market - Turbocharging Your Digital Marketing and Sales Results",** which is available on [ Amazon.](https://www.amazon.com/Dominate-Turbocharging-Digital-Marketing-Results/dp/1728357950/ref=sr_1_1?dchild=1&qid=1589182458&refinements=p_27%3ALonnie+D.+Ayers&s=books&sr=1-1&text=Lonnie+D.+Ayers)****

[View All Articles by Lonnie D. Ayers, PMP](https://www.sapbwconsulting.com/blog/author/lonnie-d-ayers-pmp)

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