WINSHUTTLE USER GROUP FIN
CASE BASWARE OYJ HANNU RIIKONEN SOLUTION MANAGER, CORPORATE SOLUTIONS
BASWARE – LET COMMERCE FLOW
• Who we are, what we do, why we do it • Basware Corporation celebrating 30th anniversary this year • Leading purchase to pay and e-invoicing solution provider in
the world
• Video: Basware - Let commerce flow
SAP LANDSCAPE AT BASWARE
• SAP user for 15 years • Currently running EHP6 FOR SAP ERP 6.0 • SAP certified integration partner • Over 33% of Basware customer base run SAP
• Running FI/CO + SD ✓ Basware FSSC
Order to Cash -team Purchase to Pay –team Treasury team Controlling Unit
✓ GL, AP, AR, payments/banking, dunning etc.
SYSTEM LANDSCAPE AT BASWARE OYJ
• SAP currently integrated to ✓ Basware Alusta (AP workflow & procurement) ✓ Basware FPM (Financial Performance Management) ✓ Qvantel (transaction rating) ✓ Planview (Project coordination) ✓ MS Dynamics CRM ✓ BMC ITSM (Incident management) ✓ Basware BT (Business Transactions) ✓ Basware TEM (Travel and Expense Management) ✓ …and many other
SYSTEM LANDSCAPE BEFORE
SYSTEM LANDSCAPE
• …and this results in ✓ Lots of manual work ✓ Data inconsistency ✓ Data loss ✓ High maintenance ✓ Low performance
Therefore the architecture needs to be harmonized.
QUOTE TO CASH PROJECTMDS PROJECT
• SAP to be integrated to
✓Microsoft MDS ✓ Basware Alusta (AP workflow & procurement) ✓ Basware FPM (Financial Performance Management) ✓ Qvantel (transaction rating) ✓ Planview (Project coordination) ✓ MS Dynamics CRM ✓ BMC ITSM (Incident management) ✓ Basware BT (Business Transactions) ✓ Basware TEM (Travel and Expense Management) ✓ …and only a few other
MDS + Q2C LANDSCAPE
TOOLS FOR THE TRADE
• MDS will be the ”Grand Railway Central” of master data • Integration between systems require different formats, intervals
and content • Integration through BizTalk, anyERP Adapter and…
• Winshuttle
WINSHUTTLE @ BASWARE
• Winshuttle as a part of ETL process ✓ ETL process enablement ✓ Developer tools ✓ Simple, fast and reliable implementation
• Winshuttle Query ✓ Use cases
Data mining Information extraction Data analysis Custom reports Creating initial data for Winshuttle Transaction use
WINSHUTTLE @ BASWARE
• Winshuttle Transaction ✓ Use cases
Mass changes and loads Transactions + chaining/linking = automation Scheduled runs Manual runs
WINSHUTTLE QUERY USE CASES
• Data validation • Finding errors • Complex (joined) queries not available/difficult to do with SAP • Easy distribution through Excel • SSIS compatibility through Excel (enables automation) • Quick custom reporting • Helps SAP administrator’s work
• Requires SAP database knowledge
WINSHUTTLE QUERY USE CASES
WINSHUTTLE TRANSACTION USE CASES
• Simple end-user transactions • Transactions for administrative purposes • Data transform and load • Linking transactions = enables mass loading of data with SAP control, validation and authorization rules
WINSHUTTLE TRANSACTION USE CASES
• Scenario: create sales materials from Product Master via MDM (SSIS)
1. V/76 Maintain Product hierarchy 2. SM30 material group 3 3. SM30 material group 4 4. SM30 material group 5 5. KES1 PH1 (Maintain COPA charasteristics) 6. KES1 PH2 (Maintain COPA charasteristics) 7. KES1 PH3 (Maintain COPA charasteristics) 8. MM1 create material 9. MM1 create material (expansion to sales org/plant)
• Scenario: change sales materials from Product Master via MDM (SSIS)
1. V/76 Maintain Product hierarchy 2. SM30 material group 3 3. SM30 material group 4 4. SM30 material group 5 5. KES1 PH1 (Maintain COPA charasteristics) 6. KES1 PH2 (Maintain COPA charasteristics) 7. KES1 PH3 (Maintain COPA charasteristics) 8. MM2 change material
Live example available
WINSHUTTLE, LESSONS LEARNED
• Quick to learn • Requires SAP expertise to some extent • Requires data governance and clear set of rules and roles • Rolling out the sofware should be organized well to get the full
potential into use faster • Opens a new kind of work opportunities inside the company • Makes you very busy as colleagues realize the possibilities of
Winshuttle with SAP (also makes you the company rockstar ;)
[email protected] www.basware.com
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THANK YOU