Part One: A Better Way to Integrate Excel and SAP. June 25 th, 2014

Transcription

1 Part One: A Better Way to Integrate Excel and SAP June 25 th, Copyright Winshuttle 2014

2 Your Speakers Today Evan Schulz, Sales Director, Winshuttle Sanaz Zarkesh, Solution Engineer, Winshuttle Introduce Yourself to Us! Time to Answer Polling Question 1 of 3 2

3 Please describe your role and responsibilities as they relate to SAP business processes at your company. (Please select one) Line of Business Management Business Analyst Information Technology Management Programmer Systems Analyst POLL #1 3

4 Agenda Customer Use Cases Excel and SAP - Why Integrate? Demonstration Mass data upload to SAP from Excel Data round-trip between Excel and SAP Excel form for casual user Design time experience Summary & Q&A 4

5 Today s Webinar Please use the GoTo Meeting Question & Answer Panel to ask your questions during the webinar Please participate in our POLLS during the webinar We will be sending the link to the recording of this presentation later in the week 5

6 The path to better Data & Streamlined Processes Quality Improve data quality by eliminating errors, completing omissions and preventing duplicates. Speed Increase the speed of updating and creating new materials, vendors, customers and other master data records. Flexibility Make continuous improvements to master data processes without complex infrastructure or programming. Mass Maintenance Data Validation Workflow Analytics Perform mass maintenance directly from within Excel Validate data against rules inside and outside of ERP Create role-based governance processes reaching all stakeholders Perform bottleneck analysis and provide selfservice status reports

7 Organisational maturity Winshuttle Crawl/ Walk/ Run Standardised and automated processes Workflow Full automation of end-to-end processes for data creation and modification Standalone Eliminate manual data entry and free up valuable resources Capabilities Mass maintenance in Excel Ad-hoc queries to Excel or Access Governed Broader rollout to the business without compromising governance Capabilities All Desktop capabilities Basic workflows on Excel files Usage governance and administration Capabilities All Workgroup capabilities Web forms Custom workflows for web forms and Excel files Server-based execution Process analytics Limited automated processes and manual data maintenance Tactical Organisational focus Strategic 7

8 Customer Use Cases

9 Customer Example Use Cases include: Data Migration for Go-Live Alcan acquisition = volume of data for new sites Winshuttle gave them the flexibility to get the job done fast and efficiently not reliant on IT (LSMW) Migrated 8 US plants onto SAP, took 3 people, 4 days to move all the data over using Winshuttle Data included all open sales and purchase orders, GL balances, raw materials, etc. Budgets Winshuttle gives a very flexible tool to download, adjust and upload budgets. Can adjust and re-adjust very easily by cost element/company etc. etc. Recently went through a budgeting cycle and went through 40 iterations using Winshuttle was working in front of the CEO and was able to present the new budget loaded in SAP in a matter of minutes and he could not believe that they could do it that fast, rather than the normal go away for 3 days and re-present. Transfer Pricing For 3,500 semi finished goods for US and Europe Download transfer prices, amend and re-upload in 6 minutes compared to 3 days previously Competitive advantage - since they are able to reflect up to date pricing quicker and easier. Finished Goods Creating F/Goods took hours had customer Lotus Notes front-end solution = cumbersome & costly New front-end Winshuttle template = simple to use and strong end-user buy-in Vendor Contracts Uses Winshuttle to change prices, quantities, add materials, delete lines etc. Mass Change Validation and data checking to cleanse data (e.g. Vendors checks such as terms, contracts etc) Extract terms from 5 different areas in SAP to highlight/ensure consistency Front-end and SAP level validations enforced prior to posting changes

10 Customer Case Study Maersk Global Service Centres (GSC) 9 SSC customers within A.P. Møller Maersk Captive SSC Phase 1Overview 11 months into deployment Locations: Pune, Chennai, Chengdu, Manila Initial User Base: 170 Processes (Tcodes) Supported: 19 Benefits Received 60 FTE savings 100% + ROI Case Study Video Karsten Lund (URL) Conference Speaker Session Video Christian Salling (URL) We ve realized substantial savings from Winshuttle, and with no application performance issues. And with Winshuttle s simple interface, we ve actually seen increased usage in SAP which means a higher ROI on our ERP investment. 10

11 Maersk Line: F-28 Processing Script Scope of the script No. of transaction Main Challenges F-28 Post Incoming Payment 0.50 Million Change from investigation done line by line to bulk checking. Original Process Winshuttle Process Receive data from location in excel via Receive data from location in Winshuttle template Format the data, check for missing information Select payment application scenario Run Winshuttle script for the batch (bulk data) Post payment through F-28 t- code manually field by field Investigate not posted transactions and correct the data 150 sec per transaction Investigate not posted transactions and correct the template 15 sec per transaction Repost payment application manually field by field Rerun Winshuttle script on errors (bulk data) 18

12 Maersk Line: Benefits Our Ambition Local variants to standard processes reduced by greater than 50%. Unsupported macros reduced by 50%. Estimated 10-15% productivity gains overall. 50 FTEs redeployed to projects requiring higher domain knowledge. Zero IT development resources. Projected first year ROI of 100% to 400% 19

13 Typical ERP Challenges Accessibility Data Quality ERP Usability GOAL: Drive real and sustainable business value Productivity 13

14 Everything is Connected Master Data is the strength of the data foundation that runs the enterprise Costing millions in both lost opportunities and having to rectify mistakes Reporting Sub-optimal decision-making Transactional Data Operational problems Master Data Errors and omissions in master data

15 15 Incorrect delivery addresses

16 What are some of the challenges that you currently face with SAP usability? (Please select all that apply) SAP GUI is very complex for our users to learn and use SAP process improvement requests take too long to build Managing SAP master data is time consuming and error prone Creating SAP queries and reports are too complex for us We spend too much time rekeying SAP data POLL #2 7

17 ERP Promise and Pain Promise Our ERP system gives us the infrastructure to implement our ideal business model Pain Our ERP system is costly to maintain and too inflexible to meet changing business needs. 6

18 Excel Is Default Choice for Users Data Entry Ad Hoc Reporting Data Maintenance Mass Data Operations 11

19 Excel Pros Familiar interface Low barrier to customize Ubiquitous tool Accessible training Flexible environment Tabular format 12

20 Excel Pros and Cons Familiar interface Low barrier to customize Ubiquitous tool Accessible training Flexible environment Tabular format No Security No Central Management No Structured Workflow No SAP Validation 13

21 Requirements for Excel-SAP Integration Respect SAP security Surface SAP functionality Integrate with structured processes Live within managed environment Maintain ease of use 14

22 Which of these SAP use cases would benefit your company and thus help accelerate your SAP ROI? (Please select all that apply) Streamlining SAP data entry and related workflow Improving SAP master data maintenance and control Creating SAP reports and queries with user friendly tools Integrating SAP with other legacy systems Easing the SAP upgrade & migration process POLL #3 15

23 Demonstration: Desktop Excel Automation Sanaz Zarkesh Solution Engineer, Winshuttle 23 Heroes who transform the way their companies work. Copyright Winshuttle 2014

24 Part 1: Excel and SAP Integration

25 Finance Round Trip JE for Finance Link Processes Create Script Post Journal Voucher Budget Process AP Invoices Materials (MM) Authoring a Script Create Multiple Postings Extract Live Data - Review Collate and Post Invoices Execute 3 processes at once Select & Run Manage Errors, Validate / Post Better Manage Budget Updates Validate, Simulate, Park / Post Single Excel End-to- End Record Map Run

26 Organisational maturity Winshuttle Crawl/ Walk/ Run Standardised and automated processes Workflow Full automation of end-to-end processes for data creation and modification Standalone Eliminate manual data entry and free up valuable resources Capabilities Mass maintenance in Excel Ad-hoc queries to Excel or Access Governed Broader rollout to the business without compromising governance Capabilities All Desktop capabilities Basic workflows on Excel files Usage governance and administration Capabilities All Workgroup capabilities Web forms Custom workflows for web forms and Excel files Server-based execution Process analytics Limited automated processes and manual data maintenance Tactical Organisational focus Strategic 26

27 Excel to SAP Q&A Evan Schulz/ Sales Director, UKI Sanaz Zarkesh/ Solutions Engineer

28 Part Two: A Better Way to Integrate SharePoint and SAP June 25 th,

29 Agenda Customer Use Cases Winshuttle Workflow Process improvement & governance Winshuttle Forms & Workflow Demo Q&A Please use the GoTo Meeting Question & Answer Panel to ask your questions during the webinar. We will be sending the presentation & other materials from today s session next week. 28

30 Customer Use Cases

31 FMCG Customer Reduced Material Master Creation process from 28 days to 2 $28M incremental revenue in

32 Customer Example Data Governance: Background Early SAP adopters, as part of Eastman Kodak Company Global design shaped by early SAP functionality 78 company codes in 43 countries and 19 different languages Legacy Lotus Notes database applications to manage data change requests Goal Long term plan to replace Material, Customer, Vendor and Pricing request processes in Lotus Notes legacy application Solution Implemented Winshuttle April m transaction records have been uploaded using 308 scripts covering 63 different SAP transactions by 25 users and counting Identified use of forms & workflow for Material Master in July 2012 Results Within 4 weeks of starting the project they had a fully live US Dental Material Master Request (MMR) process Winshuttle has been a great investment for Carestream. It allows us to build our platform for master data management in a modern way with tools that integrate into the back office seamlessly. We look forward to continued growth in the forms and workflow areas! Mary Farmer, Carestream

33 The path to better Data & Streamlined Processes Quality Improve data quality by eliminating errors, completing omissions and preventing duplicates. Speed Increase the speed of updating and creating new materials, vendors, customers and other master data records. Flexibility Make continuous improvements to master data processes without complex infrastructure or programming. Mass Maintenance Data Validation Workflow Analytics Perform mass maintenance directly from within Excel Validate data against rules inside and outside of ERP Create role-based governance processes reaching all stakeholders Perform bottleneck analysis and provide selfservice status reports

34 Use cases Paper based / based Processes Processes in Legacy systems Master Data Creation and Change Material master creation/change Engineering project requests HCM Personnel action New hire process Remote Enablement Vendor management Payment Request 37

35 Flexible process flows Single & mass creation and maintenance Manager reviews Central data team reviews and approves Purchasing updates New material is requested Uploads to SAP 35

36 Is SharePoint used at your company if Yes, which version? (Please select one) Yes SharePoint 2013 Yes SharePoint 2010 Yes Windows SharePoint Server (WSS 3.0) MOSS 2007 Yes but I do not know which version our company uses No our company does not have SharePoint POLL #4 34

37 Demonstration: Enterprise SharePoint Integration Sanaz Zarkesh Solution Engineer, Winshuttle 37 Heroes who transform the way their companies work. Copyright Winshuttle 2014

38 Part 2: SharePoint and SAP Integration

39 Forms and workflow scenario: The solution authoring process Record SAP interaction Design workflow process Design look and feel Publish solution Assess changing requirements Tweak design Publish solution revision Deploy continuous improvements rapidly Evolve solution ownership 39

40 Flexibility and Adaptability

41 Please select one or more of the following use cases where you have an interest. (Please select all that apply) Replace Paper based/ based Workflow Processes Update Processes in Legacy systems e.g. Lotus Notes Master Data Creation e.g. Material master creation ESS/MSS e.g. Personnel action, New hire process Remote Enablement e.g. vendor management, payment request POLL #5 38

42 The Winshuttle Advantage Skillsets required SAP Functional knowledge Business Process knowledge No programming Simple workflow development Short development cycle Empower business users Simplified user experience Improved data validation Process visibility & governance Easy to adapt to changing business needs Fast & flexible process improvement Supports iterative change Faster Time to Solution Faster Time to Value

43 43 About Winshuttle

44 Referenceable Customer Base Thousands of enterprise customers in more than 60 countries 44

45 Staying Current with Winshuttle Winshuttle Website: Winshuttle TV: Connect with us on: Winshuttle Blog: 45

46 5 th Annual Winshuttle User Group Conference October 2014 Two full days of customer & expert led breakouts and training sessions Hear from other Winshuttle Customers including: Register by July 31 st for Early-Bird Special: $499 (full pricing $699) For more information & to register: 46

47 Thank You / Q&A Recording and Q&A to be mailed 47 Evan Schulz/ Sales Director, UKI Sanaz Zarkesh/ Solutions Engineer