Julien Delvat, Managerial Accounting

Transcription

1 Using Excel To Interact With SAP ERP Finance Discover different options for using Excel with SAP ERP Finance for Reporting, Writing Data Back, Building Planning Models, using SAP-based Planning and direct access to SAP HANA. Julien Delvat, Managerial Accounting

2 Stay Up-to-Date on ASUG Events ASUG Event Promotion Streamlined Two Weekly Digests Personalized to only your Chapters/SIGs Webcasts listing on Monday Chapter & local events each Wednesday

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5 Webcast Notes This webcast is being recorded The recording and slides will be posted to the ASUG website All participants will be ed the link to the recording and slides Link can also be found on the Event Page Use the for questions throughout the webcast Panelists will answer questions in this forum We ll take questions from here at the end of the presentation

6 Disclaimer This presentation is meant as an introduction and ASUG or ASUG Volunteers are not recommending any solution in particular.

7 Introduction Excel is still the #1 tool for controllers

8 Different Options

9 Excel4apps: Company Profile Founded in 2005 Used by more than 700 of the world s leading companies with over 15,000 users in 62 countries Real-time Reporting in Excel for Finance & Accounting

10 Excel4apps: Value Proposition Accounting and Finance prefer Excel! Powerful, inexpensive, easy and familiar. Self-serve for mgmt. reporting, ad hoc reporting, budgeting & planning, allocation tasks, etc. Huge process inefficiency in re-key, copy/paste, reformatting of FICO data into Excel. Also risky for inaccurate, out of date information in critical reports Our Solution: GL Wand for SAP Excel add-in delivers real-time FICO data, directly in Excel, with live drill down to Line Items & Documents No data-warehousing or staging Accelerates month-end processing Makes Excel reports live, refreshable and always accurate Empowers end users - no IT support required Minimal training - Excel as report writer & presentation layer One hour installation - quick win, quick time to value Tactical tool complements heavy duty, complex reporting solutions already in place. Slots into use cases where finance staff need real-time data quickly, such as for ad hoc reporting and analysis, and want it in Excel

11 Excel4apps: Demonstration

12 Excel4apps: Connect go.excel4apps.com/sap-e-learning Visit us at SAPPHIRE NOW & ASUG Annual Conference Booth #1606 Customer Panel Session ID #2907: Streamlining Financial Reporting & Analysis for SMEs with Real-Time Data in Excel on Wednesday, June 4, 1:45 p.m. Melissa Neal, Business Development, Excel4apps

13 Z Option: Company Profile Founded in 1998 by accountants and programmers World-class products and support to customers of all sizes and all industries

14 Z Option: Value Proposition Easy user interface - everyone already uses Excel Flexible layouts allow users to make quick changes Direct posting from Excel to SAP with document numbers returned to the template Built-in pre-validations Live pick lists direct from SAP allow for better accuracy Ability to attach source workbook to posted SAP document Errors returned to spreadsheet all at one time Create template from an already posted SAP document Ability to post > 999 lines

15 Z Option: Demonstration

16 Z Option: Connect Visit us at SAPPHIRE NOW & ASUG Annual Conference Booth #1014 Shari Alexander, Account Executive, Z Option Shari.Alexander@zoption.com

17 KERN: SAP Planning Made Simple Who we are Our Solution Our clients Serving 150+ clients in Europe & N. America Pioneering innovative SAP Software solutions since 1996 Headquartered in Freiburg, GER and Charlotte, NC USA 18+ years SAP consulting and innovating financial planning practices Providing simple, tailored solutions to enhance SAP user experiences Tailored Excel User Interface in SAP and offline Single Source of Truth Standardized planning approach across multiple subsidiaries All in One Planning Costs, Investments, Revenues Easy to own. Easy to manage. Utilize existing SAP and Excel functionalities Avg. Implementation = 20 days

18 KERN: Case Study ThyssenKrupp Challenge: - Multiple manufacturing processes at production plants in USA, GER, MEX - Detailed approach to plan and allocate annual costs of $850mill+ per plant - Harmonization and flexibility of production plan and annual budget - Lengthy and resource consuming planning cycles without flexibility to create scenarios KERN solution: Why make budgeting complicated when Allevo makes it simple? B. Easterbrook, TK Stainless USA Reduce Planning Cycles Real Time Read + Write More Transparency Make the right decision at the right time Less admin work + Flexibility More time for analysis and reporting Building Bridges Excel world and SAP world become ONE 8 weeks 2 weeks 90 files 2 files 5 plants 1 template Savings of $750k+ of prod. portfolio changes through benchmarking Adapt to changes in less than 30min Created a traceable history in SAP

19 KERN: Product Demonstration - Allevo Flexible movement between planning objects and planning items

20 KERN: Contact Adrian Rochofski Director Operations KERN Americas Corp. Tryon Plaza Suite 1130 Charlotte, NC Phone:

21 TruQua: Demonstration

22 SAP HANA Live: Content in HANA Studio

23 SAP HANA Live Using Explorer

24 SAP HANA Live Using Crystal Reports

25 SAP HANA Live Using Analysis for Office

26 HANA Live: Contact Carsten Hilker SAP Solutions Owner for ERP CO Modules

27 Different Options

28 Contacts Do not hesitate to send your questions to: excel4apps: Melissa Neal Z Option: Shari Alexander Kern AG: Adrian Rochofski TruQua: Jarrett Bialek HANA Live: Carsten Hilker ASUG Julien Delvat jdelvat@altavia.com