1 Copyright Winshuttle 2015

Lean Data Management 18 August 2015

Your Speakers Today

Evan Schulz, Sales Director, Winshuttle Inderaj Sehmi, Solution Engineer, Winshuttle

Introduce Yourself to Us!

Time to Answer Polling Question 1 of 3

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POLL #1

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

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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 early next week

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Today’s Webinar

Agenda Winshuttle Lean Data Management (5)

Demonstration (40)

Customer Case Studies (5)

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Summary and Q&A (10)

Lean Data Management The right data in the right place at the right time

http://www.winshuttle.com/lean-data-management/

Lean Data Management The right data in the right place at the right time

• Streamline processes

• Reduce cost

• Continuous Improvement

• Reduced Material Master Creation process from 28 days to 14

• $1M annual savings • Many more millions incremental revenue

Speed

Don’t delay critical business activities.

Flexibility

Make continuous improvements.

Quality

Avoid costly business interruptions.

Data Collection Data Validation Data Movement

Reduce the Data Management Tax

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Optimising Processes with Winshuttle

• Personnel Change Actions

• New Hire

• Creating & Changing Org Information

• Payroll/Time Admin

• Compensation Admin

• Benefits Management

• Many more…

• Journal Posting

• Accruals

• Adjustments

• Internal Orders

• Cash

• Assets

• Budgeting

• Profit Centers

• Cost Centers

• Many more…

• Mass Data Changes

• Data Migration

• Master Data Management

• Data Integration

• Mass Data Entry

• Data Maintenance

• Real-time Ad hoc reporting

• Many more…

Hire-to-Retire

Master Data Management

Order-to-Cash

• AP/AR Posting

• Budgeting & Planning

• Closing Books

• Journal Entries

• Incoming Payments

• Expenses Claims

• Fixed Asset Creation & change

• Many more…

• Create & Maintain Requisitions

• Purchase Order Creation & Maintenance

• Sales Order Management

• Production Planning

• Pricing Condition Changes

• Many more…

Procure-to-Pay

And more!

Record-to-Report

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Lean Data Management Demonstration Inderaj Sehmi| Solution Engineer

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Excel to SAP - o Mass Data Upload

Central Governance o Repository o Policies/Procedures o Usage Logs/User

Management

Forms & Workflow o Web User Interface o Workflow o SAP Integration

Winshuttle End User Capabilities

Roundtrip o Extract-Change-Load

Finance - Journals o Validate/Park/Post o Single/Mass

Crawl / Walk / Run – End User Experience

Standardized and automated

processes

Limited automated processes and

manual data maintenance

Tactical Strategic

Mas

ter

Dat

a m

atur

ity

Organizational focus on Master Data

Standalone

Eliminate manual data entry and free up valuable resources.

Governed Broader rollout to the business without compromising governance & IT control.

Workflow Enabled Full automation of end-to-end processes for data creation, modification & maintenance.

Demonstration

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Central Governance o Repository o Policies/Procedures o Usage Logs/User

Management

Forms & Workflow o Web User Interface o Workflow o SAP Integration

Winshuttle End User Capabilities - Desktop

Desktop

Excel to SAP - o Mass Data Upload

Roundtrip o Extract-Change-Load

Finance - Journals o Validate/Park/Post o Single/Mass

Crawl / Walk / Run – Governance

Standardized and automated

processes

Limited automated processes and

manual data maintenance

Tactical Strategic

Mas

ter

Dat

a m

atur

ity

Organizational focus on Master Data

Standalone

Eliminate manual data entry and free up valuable resources.

Governed Broader rollout to the business without compromising governance & IT control.

Workflow Enabled Full automation of end-to-end processes for data creation, modification & maintenance.

Winshuttle Governance Platform

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Report & Audit • ROI Logging • Usage reporting

Process control • Credentials & Licenses • Centralized

configuration

Collaboration • Policy Manager • Revision management • Version control

Governance • Script & template

library • Workflow engine

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Central Governance o Repository o Policies/Procedures o Usage Logs/User Management

Forms & Workflow o Web User Interface o Workflow o SAP Integration

Winshuttle End User Capabilities- Workgroup

Workgroup

Excel to SAP - o Mass Data Upload

Roundtrip o Extract-Change-Load

Finance - Journals o Validate/Park/Post o Single/Mass

Crawl / Walk / Run – Forms & Workflow

Standardized and automated

processes

Limited automated processes and

manual data maintenance

Tactical Strategic

Mas

ter

Dat

a m

atur

ity

Organizational focus on Master Data

Standalone

Eliminate manual data entry and free up valuable resources.

Governed Broader rollout to the business without compromising governance & IT control.

Workflow Enabled Full automation of end-to-end processes for data creation, modification & maintenance.

Demonstration

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Central Governance o Repository o Policies/Procedures o Usage Logs/User

Management

Forms & Workflow o Web User Interface o Workflow o SAP Integration

Winshuttle End User Capabilities - Enterprise

Enterprise Excel to SAP - o Mass Data Upload

Roundtrip o Extract-Change-Load

Finance - Journals o Validate/Park/Post o Single/Mass

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Central Governance o Repository o Policies/Procedures o Usage Logs/User

Management

Forms & Workflow o Web User Interface o Workflow o SAP Integration

Winshuttle Developer Capabilities

Excel to SAP - o Mass Data Upload

Roundtrip o Extract-Change-Load

Finance - Journals o Validate/Park/Post o Single/Mass

Form & Workflow Developer Breakdown

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Create the Form

Record the Scripts

Publish to SharePoint Start the Process

Create the Workflow Process

Developer Demonstration

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Form & Workflow Development

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Create the Form

Record the Scripts

Publish to SharePoint Start the Process

Create the Workflow Process

Skill Set Overview

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POLL #2

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

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28 Copyright Winshuttle 2015

Customer Use Cases

Customer Case Study • Challenges

– 420,000 UNIQUE changes to material master data per year – Merging and standardizing the material creation process across 13 EMEA countries.

• Solution

– Winshuttle

• Results – Streamlined data maintenance and improved data quality – Freed up resources to be used toward more value added tasks – Integrated company acquisition involving 10,000 parts in one weekend

• …literally would have taken months to complete

• “…faster response time directly translates into a more positive impact with our

customers. And with the man-hours saved, we’re able to redirect our focus toward more value-added initiatives.”

– Tim Nicholls, EMEA Material Master & Data Management Manager

• 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.

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Customer Case Study – Custom Reports

ConocoPhillips • Background:

– 3rd Parties Interacting with SAP Data – Data quality impacting operations – Volumes increasing – Demand increasing

• Goal: – Needed to do MORE with LESS and BETTER

• Solution: – Implemented Winshuttle in 2011 – 9 Winshuttle scripts (Prioritised Value vs Effort)

• Results: – Team of 5 increased output by 7 times – Errors reduced (validation) – Achieving MORE with LESS and BETTER – NOT Cutting COSTS but ADDING VALUE through REMOVING WASTE

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ConocoPhillips • Phase 2:

– Over time they solved the mass data maintenance and creation problem

– BUT – Errors persisted in the system – Low volume requests increasing in the

business o Adding people GUARANTEES

errors and delays – Automating to data collection and

simplifying for the data owners was the next step

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The Winshuttle Advantage The right data, in the right place, at the right time.

• Skillsets required – SAP Functional knowledge – Business Process knowledge

• Lean Solutions – 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

About Winshuttle

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Referenceable Customer Base Thousands of enterprise customers in more than 60 countries

Upcoming Events • UK & Ireland workshops: Lean Data Management for SAP

– London, 13th October 2015 – Manchester, 14th October 2015 – Bristol, 15th October 2015 To find out more & register: http://more.winshuttle.com/UK_Workshops_October2015_Register.html

• Dutch Winshuttle User Group, 's-Hertogenbosch (10th September 2015) http://www.ctac.nl/winshuttle-user-group

• SAP Data Management Conference, Milan (23rd September 2015)

http://more.winshuttle.com/evento-SAP-milan.html

• Lean Data Management Seminars: – Tallinn, 30th September 2015 – Copenhagen, 7th October 2015 http://crm.abovetarget.com/newprod/atdirect.php?evorg=adsotech

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Staying Current with Winshuttle Winshuttle Website:

www.winshuttle.com

Winshuttle TV:

www.youtube.com/user/WinshuttleTV

Connect with us on:

www.facebook.com/winshuttle www.twitter.com/winshuttle www.linkedin.com/groups/Winshuttle-955267

Winshuttle Blog: www.winshuttle.com/blog

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39 Copyright Winshuttle 2015

Thank You / Q&A Recording and Q&A to be mailed

Evan Schulz/ Sales Director, UKI Inderaj Sehmi/ Solutions Engineer

POLL #3

Is SharePoint used at your company – if Yes, which version? (Please select one) • Yes – SharePoint 2013 • Yes – SharePoint 2010 • Yes – Windows SharePoint Server (WSS 3.0) – MOSS 2007 • Yes – but I do not know which version our company uses • No – our company does not have SharePoint

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