Sf config debt workshop
Skill SahirVhora/sf-agent-skills/skills/sf-config-debt-workshop
AI skills for SAP SuccessFactors consultants: configuration health, migration readiness, and HR transformation workflows
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Use when you need to run a complete SAP SuccessFactors EC config debt workshop -- discovery questions, assessment, scoring, and 90-day roadmap -- from a $metadata XML or live tenant.
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SKILL.md
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SF Config Debt Workshop
Run a full client-facing config debt workshop for SAP SuccessFactors Employee Central. From raw metadata to board-ready deliverables in one workflow.
When to Use
- A client asks "is our SF configuration healthy?"
- Pre-migration readiness assessment
- Post-go-live configuration audit
- Building a governance business case for an HR transformation project
- Preparing for a client workshop where you need to demonstrate config debt risk
Prerequisites
- SF Config Debt Scanner MCP server running (connects via
mcp__sf_config_debt_scanner__*tools) - Either: access to SF tenant (API credentials), OR a
$metadataXML export file - No employee data is extracted -- schema and counts only
Evidence and Human Control
- Capture source evidence with tenant, scope and snapshot date.
- Separate observed configuration evidence from assumptions and stakeholder statements.
- No employee data is required or permitted in the deliverable.
- Remediation needs named human approval from the HRIS/SF owner; the skill never writes configuration.
- Re-run the scan after remediation and retain before/after evidence.
Workflow
Step 1: Discovery
Start with assessment questions:
mcp__sf_config_debt_scanner__sf_assessment_questions(category="all")
This returns categorised discovery questions covering governance, custom fields, MDF, picklists, event reasons, foundation objects, and business rules. Use these as the client workshop opening.
Step 2: Scan (Choose Path)
Path A -- Live tenant scan:
mcp__sf_config_debt_scanner__sf_test_connection(base_url="https://apiXX.sapsf.eu")
Confirm connectivity, then:
mcp__sf_config_debt_scanner__sf_scan_tenant(base_url="https://apiXX.sapsf.eu", auth_method="basic", username="...", password="...")
Path B -- Offline XML scan (no tenant access needed):
mcp__sf_config_debt_scanner__sf_scan_metadata_xml(xml_text="...")
Step 3: Score Findings
Rate the findings automatically:
mcp__sf_config_debt_scanner__sf_rate_findings(findings_json="...")
Returns: overall debt score, area breakdown, prioritised 90-day roadmap.
Step 4: Package Output
Produce the workshop pack:
- Discovery question bank (from Step 1)
- Findings with severity (from Step 2/3)
- Executive summary -- top 3 business risks in plain language
- 90-day phased roadmap (from
sf_rate_findings) - Next-steps decision tree -- what the client should do on Monday morning
Package in client-safe language. Flag internal-only observations separately.
Edge Cases
- Tenant unreachable: fall back to XML path; note in output that counts could not be verified live
- Truncated XML: partial scan still produces findings on visible entities
- Empty tenant: produce a clean-baseline report stating no debt found
- Very large tenant: increase MCP timeout to 300s; sf_scan_tenant handles batching
- OAuth2 auth: set auth_method="oauth2" and provide client_id, client_secret, company_id
- Custom field limits: pass high_field_limit, custom_field_limit parameters to adjust thresholds per client
Common Pitfalls
- Sharing internal findings with client: Rate findings output contains unvarnished severity labels. Sanitise before presenting to non-technical audiences. Flag internal sections with
[INTERNAL ONLY]. - Forgetting to test connection first: Use
sf_test_connectionbeforesf_scan_tenant-- it's faster to fail early if credentials are wrong. - Trusting old XML exports: $metadata changes over time. Note the export date in output.
- Thresholds too aggressive for small tenants: A company with 200 employees doesn't need the same limits as one with 50,000. Adjust custom_field_limit and high_field_limit.
- Missing the business impact translation: Don't deliver raw field counts. Translate to business risk: "blank cost center fields → incorrect payroll cost allocation → finance reconciliation errors".
Verification Checklist
- Connection tested (live) or XML validated (offline)
- Findings scored and sorted by severity
- Roadmap includes concrete actions with effort estimates
- Executive summary uses business language, not technical jargon
- Internal-only observations flagged
- Client document has date, tenant reference, and confidence score