6-23-15 sap - microsoft - gimmal - real problems - real value
Post on 13-Apr-2017
71 Views
Preview:
TRANSCRIPT
Presented by: Donald T. Miller, Senior Director
A Modern Productivity Platform for the EnterpriseLower Cost. Higher Adoption. Secure Content.Gimmal Briefing
Information Management for Everyone
Full Lifecycle Compliance Transparent to the End User
Gimmal & Records Center
File Plan, Classification
Taxonomy, Unified Policy applied to
Record Categories, and Citation Management
All sites provisioned with compliant Content Types, policy applied in-place
All Records Centers apply
compliant classification and
policy
SAP Integration
automatically
moves content
into SharePoint
Drag to folder or drop zone
Mark as
Final,
routes
autom
atica
lly
Long-term preservation, with Immutability and
automated processes,
including in bulk
Reports
User works in familiar UI’s
using standard methods, familiar
taxonomiesContent Types are mapped to Record
Classifications
Convenience Copies
destroyed with
records
• Blue Text indicates Gimmal value-add
• Green Box – Easy ROI Cost Savings• Orange Box – Value TBD• Red Box – Company Risk – Potential
Large ROI Cost Savings
Standardized reports
Item level audit history
built into the ribbon
Certificates
DestructionCertificates
OCR Integrations
automatically
move content into
SAP/SharePoint
(AP, PMO, Work
Orders, Paper, etc)
Auto generated metadata from
SAP, SharePoint
and CS improves Search
Improve branding and personalization for Mar-Com
Information Management for Everyone
1. Users work in their preferred applications2. Gimmal Provisioning ROI
1. Gimmal transparently creates sites/site collections and manages all policy
2. Improves personalization for MarCom3. Gimmal SAP ROI
1. Auto uploads OCR content into SAP via SharePoint or best practice mechanism
2. Content managed as a document of record3. Easy for end users to upload and interact
with SAP content via Drop Zones4. Gimmal RM ROI
1. Record Center applies records policy, why have 2 ECM, when you do not get extra value but you do pay extra cost
2. Meet and exceed legal requirements for immutability
Gimmal ROI and Savings 5. Gimmal Reporting ROI
1. Build Custom reports in alignment with KPIs and audit history requirements
6. Gimmal End of Life of Content ROI1. Destruction Certificates2. Removal of Convenience Copies3. End of Life of Content, Sites and Site
Collections in alignment with Governance and Compliance Requirements
7. Gimmal Auto Metadata for Search and Applications ROI1. Automatically trigger business processes2. Improve search
SharePoint Unified Information & Records ManagementGimmal Case Story
Information Management for Everyone
The Situation
What they do: Government Sponsored
Bank Delivers low-cost
funding to member institutions
What they struggled to do: Comply with specific
regulations from the Federal Housing Finance Agency (FHFA)
Enable timely identification and preservation of documents for legal discovery
Manage Email, File Systems, and legacy content repositories
Information Management for Everyone
The Requirements
Implement a unified
SharePoint Document and
Records platform
Consolidate and decommission
legacy ECM Systems
Reduce content storage costs
through consistent disposition
Implement a legal hold process to
support court ordered
discoveries
What they needed to do:
Information Management for Everyone
The Solution
What they achieved:
Microsoft SharePoint-Based Document and Records Repository De-commissioned Legacy ECM System saving both License and
specialized IT employee costs Increased employee satisfaction in working in SharePoint over
Legacy Systems Reduced Physical and Electronic Storage Costs through consistent
disposition of content Implemented a rich retention schedule with over 400 classifications Met their DoD 5015.2 Records Processing Mandate Compliance with FHFA 12 CRF 1235 Regulations Timely identification and preservation of relevant documents for
Legal Discovery
What they used:
“Gimmal was able to eliminate our expensive legacy ECM solution for SharePoint.”
Information Management for Everyone
SharePoint Unified Information & Records Management
Consolidated Email, File Server and Legacy ECM Repositories to Microsoft SharePoint
SharePoint-base DoD 5015.2 repository and legal hold environment complying with all relevant content mandates including FHFA 12 CFR 1235
Reduced physical and electronic storage costs through consolidation and consistent disposition of content
Retired expensive legacy ECM saving maintenance and specialized IT costs
“Gimmal was able to eliminate our expensive legacy ECM solution and consolidate our document and records systems in SharePoint.”Problem
The Government Sponsored Enterprise needed to consolidate their legacy ECM, File Servers and Email repositories for compliance purposes
SolutionNew SharePoint-based Document and Records Management Platform
BenefitsAllowed the organization to lower their costs while increasing their compliance abilities
ComponentsMicrosoft: Microsoft SharePoint as a document management, records and legal discovery platformGimmal: Gimmal iGs to Manage SharePoint Sites and Gimmal Cs to implement a DoD 5012.2 certified records system
500 Employees | Financial Services
Project Management in SAP And SharePointGimmal Case Story
About Wilmar InternationalOrganization One of the worlds largest Agribusinesses 450 Manufacturing Plants Distribution networks in over 50 Countries Workforce of over 92,000 people Established in 1991 – listed on the
Singapore stock exchange Grown to over $43B USD revenue
Business Interests include Oil palm cultivation Oilseed crushing Edible oil refining Sugar milling and refining Specialty fat Oleochemical Biodiesel Fertiliser manufacturing Grain processing Shipping
Wilmar Global Reach
Wilmar Sugar Australia Australia’s second oldest publicly listed company Approaching 160 years old Largest raw sugar miller and refiner in Australia Top 10 producers in the world Operates
• Mills• Distillery (Bioethanol)• Cane Transport system• Co-generation 171 MW (surplus 105MW)• Farms• Refineries (2 Aus – 1 NZ)
Employees >2500 during crush season
SAP Document Centric Processes
Solu
tion
1 Replace legacy IXOS system
Support new installation of ReadSoft Accounts Payable solution
Minimize existing “documents” stored in the SAP database
Use SharePoint as the repository for Controlled Documents
Chal
leng
es 2
3
4
Approach – Break Project into Smaller Chunks
Support new installation of ReadSoft Accounts Payable solution
• Install ERP-Link platform on Singapore SharePoint server
• Provide SAP attached Invoice storage and retrieval (transactional)
Install ERP-Link enterprise edition in Australia
• Including full iNet.dm suite
• Retire existing IXOS server
• Move all AP invoices to Singapore
ERP-Link Australia
Minimize existing “documents” stored in the SAP database
• Move all SAP attachments/documents to SharePoint
• Total Database reduction of 80Gb (>25% of Prod DB)
Minimize SAP DB
• Introduce Plant Maintenance (PM) Work Order Scanning
• EzeScan for document scanning/metadata creation
• Intellidocx DocSet for PM for SharePoint integration of documents
Introduce PMReadSoft AP
Each project while linked was treated as a separate deliverable (and justification)
AP Invoices
• Image attached directly to PO via ERP-link• Stored in Singapore – fully automated
SAP Database Size Reduction of ~30%
• SAP Attachments all moved• Store in Aus SharePoint• Sizeable reduction in PR2 DB• Single copy of Documents
Work Order Process
Papers Scanned at MFD in batch (or single)Barcode as Separator
Extracts Barcode Metadata and creates file with Work Order number as title
DropzoneiNet.dm interrogates Metadata and moves to Work Order Library and connects to SAP Work Order
Work Order LibraryDocument now stored with defined metadata and searchable directly in SharePoint
Plant Floor
SAP Plant MaintenanceDocument attached to Work order in SAP Viewable via DocSet
Work Order
Barcode printed by SAP
Plant Maintenance Process
• Metadata/Document passed thru Dropzone
• Stored in Work Order library• Attached to SAP
Many Separate Documents Make up a Work Order
View from Where you Work
Inside SharePoint
Inside SAP Transaction
Outside SAP Transaction
Future
HR Onboarding– 600 employees in 2 weeks
Employee File Management– Qualifications– Medicals– Disciplinary actions
Linking to DMS records InfoPath forms replacement with Interactive Forms (with SAP) in
SharePoint– Master Data– SAP Access– HR Changes– Need Workflow tool
Procurement optimization through Sharepoint Sugar Contract Management Storage
Massive SharePoint Portal for SAPGimmal Case Story
The Situation
What they do: Major Oil Company Large proven reserves for oil and gas
What they struggle to do: Maintain their aging SAP Portal Find content in a complex and outdated user experience Access mission-critical applications used by all employee and contractors
The Requirements
Make their portal user friendly &
inviting to use
Make it easy for users to
find the content they need
Interface to over 140 SAP applications in use at the firm
Extend their collaboration & customer
facing platform to be their intranet
What they need to do:
The Solution
What they achieved:
Short turn-around delivery of an internet portal for over 8000 users and contractors that far exceeded the capabilities of the old SAP portal
Input from over 400 users via focus groups, one on one sessions and surveys
Award winning portal design Daily average of 80,000 page hits, 450 content searches and 2000
people searches Content migrated from the old SAP Portal Integrated to 140 SAP applications Departmental “Storefronts” to access important content from HR, IT
…
What they used:
“Gimmal was able to quickly deliver a new portal that makes it easy for everyone to find the content they need.”
Accelerated Deliver of Massive SharePoint Portal
User friendly Portal that experiences nearly 100,000 page hits a day
Award winning design
Single place for employees to access their work with integration to over 140 SAP applications
Short turn-around delivery of an internet portal for over 8000 users and contractors
“Gimmal was able to engage our users to gain insight into our processes and then quickly deliver a new portal that makes it easy for everyone to find the content they need.”
ProblemThe Major Oil Company wanted to migrate off of a unsupportable SAP portal to a modern User Experience
SolutionNew SharePoint-based Intranet with rich SAP Integration
BenefitsSingle place for all employees get their work done
ComponentsMicrosoft: SharePoint as an enterprise portalGimmal: Gimmal iGs and Cs for SharePoint to control and manage SharePoint sites and Integrate to SAPThird Party: SAP as an Applications platform
6,000 Employees | Oil Company
Lowering Accounts Payable Costs in SAP with SharePointGimmal Case Story
Information Management for Everyone
The Situation
What they do: International Asset
Management Business In excess of €1.8 Tr
under management
What they struggled to do: Manage the costs of their
paper based invoicing system
Gain visibility into the Accounts Payable process
Predict staffing needs and work volumes
Manage cash with a strategic approach to vendor discounts
Information Management for Everyone
The Requirements
Eliminate the handling costs associated with paper invoices
Tie Invoices stored in
SharePoint with SAP AP
Gain full visibility into the invoice
process
Manage cash strategically
including vendor early payment
discounts
What they needed to do:
Information Management for Everyone
The Solution
What they achieved:
Improved efficiency and lowered costs with the elimination of paper invoices
Automated process streamlining the payment of over 50,000 invoices per year
Visibility into every step of the invoice process Workforce can be levelled based on workloads Entire AP process is auditable and accountable
Better cash management and the ability to easily take advantage of vendor early payment discounts
AP Documents available for use in SharePoint for non SAP Users
What they used:“With Gimmal, we were able to manage our complex Accounts Payable requirements with SharePoint.”
Information Management for Everyone
Lowering Accounts Payable Costs in SAP with SharePoint
Improved efficiency and lowered costs with the elimination of 50, 000 paper invoices per year
Better cash management and the ability to easily take advantage of vendor early payment discounts
Visibility into every step of the invoice process allowing workforce leveling based on workloads
Elimination of lost invoices and Improved vendor relationships
“With Gimmal, we were able to manage our complex Accounts Payable requirements with SharePoint.”Problem
The International Asset Management Organization needed to better manage their SAP-based accounts payable operation
SolutionNew SAP-based Accounts Payable System leveraging SharePoint as the invoice repository
BenefitsThe organization to lower their costs, improved visibility and services levels
ComponentsMicrosoft: Microsoft SharePoint as a document management, records and legal discovery platformGimmal: Gimmal ERP-Link to integrate SharePoint with SAP
147,000 Employees | Financial Services
top related