SAP TechEd Goldcorp Leverages Excel for Financial Data Entry and Real-time Reporting

Transcription

1 SAP TechEd 2015 Goldcorp Leverages Excel for Financial Data Entry and Real-time Reporting

2 Introductions Aravindan Kalaimannan Melissa Neal Shari Alexander

3 Learning Points Understand the challenges Goldcorp faces and how they empower end users with spreadsheet-based solutions. Hear how Goldcorp is using GLSU to streamline a variety of different financial data entries into SAP. Learn how this SAP customer, using GL Wand, is then able to immediately report on posted results, without ever leaving Excel.

4 Excel4apps & Z Option Founded 2005, focus on Financial Reporting HQ: Sydney, Australia 800 Customers 20,000+ Users GL Wand & Reports Wand Founded 1998, Accountants and Programmers HQ: Texas, USA 1000s of customer sites GLSU Financial Spreadsheet Uploader for SAP

5 About the Presenter Aravindan Kalaimannan is a Senior SAP Consultant/Architect at Goldcorp s IT and has been responsible for multiple implementations, upgrades and sustainment engagements. He is helping Goldcorp understand and select the right tools and technologies with focus on User Experience.

6 About Goldcorp Founded in 1954 Engaged in the exploration, development, and operation of gold and other precious metal properties HQ in Vancouver Mine operations in Canada, USA, Mexico and Central and South America World s second largest gold producer Employs more than 19,000 people worldwide 70% growth planned for next 4 years

7 SAP-Driven Innovation User Experience HR Analytics Mobility Various Technologies SuccessFactors HANA/BI SAP Mobile Platform Simplify data entry and workflow Create a seamless and intuitive user experience Shorten the time to train users on SAP Provide next generation learning tools and content Better Track workflow metrics and performance Simplify HR operations and have one version of HR Data Need real time visibility into our business not week old reports Take quick decisions by rapidly analyzing asset info, operational metrics, financial data Bring content/ workflow to where our employees are (not the other way) Focus on user experience/ content and not on technology Grow People Grow People/ Grow Margins Grow Production/ Grow Margins Grow Safety/ Grow People

8 Goldcorp s Financial Data Entry Challenges, from IT Perspective Goldcorp s Financial Data Entry Challenges Changing upload requirements and templates Quick turn-around time for data preparation and review Ability to valid prepared data with ease Ability to verify the created documents Data upload sequence esp. during Intercompany transaction Control and auditability over data entry process

9 Goldcorp s Financial Data Entry Challenges, from IT Perspective Evaluation, ABAP programs vs. GLSU Excel-based solution: Cost of implementation and maintenance User Training Data Source Consistent data vs. Evolving data Single-point vs. Multi-point origin Controls Process-based manual controls Two user approach for auditing to ensure accountability Archiving of data with documentation Program based zero-interference process Background process and restricted access to data file ensures no user interference Error handling and user notification

10 What is GLSU? SAP Financial Data uploader Excel Front End, Custom ABAP Load Program Basic JEs, to complex COPA entries, to Allocations thousands of lines long: Park or Post from Excel, stay in Excel Easy master data lookups and pick lists in Excel Post more than 999 Lines Pre-validation of data before Posting Attach source workbook to Posted Document in SAP SAP Document number returned to Excel All errors brought back at one time Create a template from a Posted Document Mapping interface feature Users can create and modify Excel templates Or create locked-down templates Get FI data into SAP more quickly, with fewer errors, from Excel

11 GLSU and Process Improvement How is Goldcorp using GLSU, and the benefits? Business Financial Users Ad-hoc expense and payment JE for credit card accounts Month-end process JE uploads IT Project/Support Users Project GL Balances cutover Data migration for Global Template and SLO projects

12 GLSU & Process Improvement JE Template

13 GLSU & Process Improvement AP Template

14 Financial Reporting Issues What types of problems was Goldcorp experiencing? Needed real-time cost center reporting, at very detailed level Preferred to use Excel Current process painful and time-consuming

15 Reporting Framework and GL Wand

16 What is GL Wand? Excel-add-in for real-time SAP FICO reporting ECCS, COPA and SPL Complete integration with SAP Security and Roles 1 Hour Installation No IT Support Required, Business User Self-Service Minimal Training Live, Refreshable Excel Reports Real-time Balances, Line Items and Documents Speed Up Monthly Closing Process Reduce Errors

17 Cost Center Reporting Cost Analysis per Mine Cell: Mine Cells Mine Ability to have margins per mine cell not only see total margin

18 Cost Analysis Cost Analysis per Mine Cell: Ability to have an instant refresh of up to 40 different sub reports per mine cell and mine method combination

19 Cost Review Report Month-End Cost Review Significant time reduction in monthend activities when updating Cost reports per Hierarchy

20 Future Plans for Goldcorp What are the next steps for continued process improvement?

21 Audience Q&A More questions? Excel4apps Booth #122 Z Option Booth #175 Aravindan.kalaimannan@goldcorp.com Melissa.neal@excel4apps.com Shari.alexander@zoption.com