Part One: A Better Way to Integrate Excel and SAP. December 5 th, 2013

Transcription

1 Part One: A Better Way to Integrate Excel and SAP December 5 th, Copyright Winshuttle 2013

2 Your Speakers Today Chris Coleman, Regional Account Manager, Winshuttle Mervyn George, Solution Engineering Manager, 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 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 Customer Examples 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 next week 5

6 Typical ERP Challenges Accessibility Data Quality ERP Usability GOAL: Drive real and sustainable business value Productivity 6

7 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 Suboptimal decision-making Transactional Data Operational problems Master Data Errors and omissions in master data

8 Business Value Impact Cost Driver: Dirty Data Wrong suffixes in delivery address street names incurred extra charges from delivery companies. 8

9 Business Value Impact Cost Driver: Dirty Data Wrong suffixes in delivery address street names incurred extra charges from delivery companies. Net Impact Company incurred $2M extra charges per annum for bad shipping addresses. 9

10 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

11 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

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

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

14 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

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

16 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

17 Winshuttle Crawl/ Walk/ Run Standardised and automated processes Enterprise Full automation of end-to-end processes for data creation and modification Organisational maturity Desktop Eliminate manual data entry and free up valuable resources Capabilities Mass maintenance in Excel Ad-hoc queries to Excel or Access Workgroup 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 17

18 Demonstration Mervyn George Solution Engineering Manager, Winshuttle

19 Demonstration scenario: Bulk time sheet loading Gather working times from staff Collate time entries in Excel Load bulk entries into SAP from Excel Reduce the time taken to process mundane tasks Shift focus to higher value-add activities 19

20 Demonstration scenario: Maintaining vendor bank accounts Extract Vendor Records Simulate IBAN generation by SAP Correct IBAN entries in Excel Upload correct IBAN values to SAP Sustainment Data conversion for groups of accounts Reduction in data errors through validation Sustainment to ensure that the IBAN information is provided for all new accounts 20

21 Demonstration scenario: The solution authoring process Record an SAP transaction code Map the recording to an Excel spreadsheet Load data into Excel and run against SAP Enable business teams to author automation solutions Retain IT assurance of governance and control Leverage SAP authorisation 21

22 Customer Use Cases

23 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. 23

24 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

25 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

26 Rémy Cointreau USA: Custom Reports Download more than 250,000 records a day into Excel without impacting SAP performance. Replaced manual consolidation of data from multiple SAP reports with query embedded in workbook. Saved equivalent of four to five FTE days a month. Controls that could be run only once a quarter are now run weekly without additional staff or time. 20

27 Staying Current on Winshuttle Winshuttle Website: Winshuttle TV: Connect with us on: Facebook: Twitter: Linkedin: 23

28 Chris Coleman/ Regional Account Manager Mervyn George/ Solution Engineering Manager Thank You / Q&A Recording and Q&A to be mailed

29 Part Two: A Better Way to Integrate SharePoint and SAP December 5 th,

30 Your Speakers Today Chris Coleman, Regional Account Manager, Winshuttle Mervyn George, Solution Engineering Manager, Winshuttle Introduce Yourself to Us! Time to Answer Polling Question 1 of 3 2

31 Please describe your role as it relates to SAP usage at your company. (Please select one) Line of Business (LOB) Management Business Analyst Information Technology Management Programmer Systems Analyst POLL #1 27

32 Agenda SharePoint and SAP - Why Integrate? Winshuttle Forms & Workflow Demo Customer Case Study 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

33 Typical ERP Challenges Accessibility Data Quality ERP Usability GOAL: Drive real and sustainable business value Productivity 34

34 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 Suboptimal decision-making Transactional Data Operational problems Master Data Errors and omissions in master data

35 he 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. Data Validation Workflow Analytics Mass Maintenance 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 Perform mass maintenance directly from within Excel

36 Winshuttle Enterprise Key Concepts Excel and web forms to simplify UI Native SAP security and functionality Workflow automation Governance and control 37

37 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 39

38 Is SharePoint used at your company if Yes, which version? (Please select one) Yes SharePoint 2010 Yes Windows SharePoint Server (WSS 3.0) MOSS 2007 Yes Windows SharePoint Server (WSS 2.0) MOSS 2003 Yes but I do not know which version our company uses No our company does not have SharePoint POLL #2 34

39 Demonstration Mervyn George Solution Engineering Manager, Winshuttle

40 Forms and workflow scenario: Time sheet submission and approval Submit Time Sheet Review Approved Post to SAP Rejected Data Review and Approval Simplify user experience Extend process to non-sap users 42

41 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 43

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 36

43 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

44 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 #3 38

45 Customer Use Cases

46 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

47 Companies that use Winshuttle Forms & Workflow

48 50 About Winshuttle

49 Staying Current on Winshuttle Winshuttle Website: Winshuttle TV: Connect with us on: Facebook: Twitter: Linkedin: 49

50 Thank You / Q&A Recording and Q&A to be mailed 52 Chris Coleman/ Regional Account Manager Mervyn George/ Solution Engineering Manager