lean data management - simplify sap & automate business ... · winshuttle lean data management...

1 Copyright Winshuttle 2015

Lean Data Management 12 May 2015

Your Speakers Today

Evan Schulz, Sales Director, Winshuttle Sanaz Zarkesh, 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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Agenda Winshuttle Lean Data Management (10)

Demonstration (35)

Customer Case Studies (5)

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Summary and Q&A (10)

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

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

• Streamline processes

• Reduce cost

• Continuous Improvement

25% BAD

Decisions

ERP Data

Operations

Everything is Connected Data is the lifeblood of any organisation

Incorrect Delivery Addresses

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25% BAD

Decisions

ERP Data

Operations

Data Growth

Delays & Errors

Everything is Connected Data is the lifeblood of any organisation

Constant Activity

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Direct costs Indirect costs

Delays / errors

Speed / accuracy

Data Management “Tax”

• Reduced Material Master Creation process from 28 days to 14

• $1M Cost Savings • Tens of Millions in incremental revenue

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FMCG Customer

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

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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Lean Data Management Demonstration Sanaz Zarkesh | 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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Management


Winshuttle End User Capabilities - Desktop

Desktop




Crawl / Walk / Run – Governance


processes



Tactical Strategic

Mas

ter

Dat

a m

atur

ity


Standalone




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


Winshuttle End User Capabilities- Workgroup

Workgroup




Crawl / Walk / Run – Forms & Workflow


processes



Tactical Strategic

Mas

ter

Dat

a m

atur

ity


Standalone




Demonstration

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Management


Winshuttle End User Capabilities - Enterprise

Enterprise Excel to SAP - o Mass Data Upload



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Management


Winshuttle Developer Capabilities




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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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

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.”

http://www.youtube.com/watch?v=G9FBID2uPkU&feature=plcp

http://www.youtube.com/watch?v=IhD_DBuFh30

Maersk Line: F-28 Processing

Receive data from location in excel via

email

Format the data, check for missing information

Select payment

application scenario

Post payment through F-28 t-code manually field by field

Investigate not posted transactions and correct

the data

Repost payment

application manually field

by field

150 sec per transaction

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.

Receive data from location in Winshuttle

template

Run Winshuttle script for the batch (bulk

data)

Investigate not posted transactions and correct

the template

Rerun Winshuttle script on errors

(bulk data)

15 sec per transaction

Original Process

Winshuttle Process

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 2012 – 2.1m 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

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

Winshuttle Crawl/ Walk/ Run

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Standardised and automated

processes



Tactical Strategic

Org

anis

atio

nal m

atur

ity

Organisational focus

Standalone Eliminate manual data entry and free up valuable resources Capabilities • Mass maintenance in Excel • Ad-hoc queries to Excel or

Access

Governed Broader rollout to the business without compromising governance Capabilities • All Desktop capabilities • Basic workflows on Excel

files • Usage governance and

administration

Workflow Full automation of end-to-end processes for data creation and modification Capabilities • All Workgroup capabilities • Web forms • Custom workflows for

web forms and Excel files • Server-based execution • Process analytics

About Winshuttle

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

http://www.google.co.uk/url?sa=i&rct=j&q=agustawestland+logo&source=images&cd=&cad=rja&docid=mTaTtO71XMm5vM&tbnid=u7pUALX4CPZTtM:&ved=0CAUQjRw&url=http://www.isselnord.it/ISSELNORD.swf&ei=XeLfUeGUCMaN0AWux4CYDQ&bvm=bv.48705608,d.d2k&psig=AFQjCNFR3xfjXqzbrwcj9ixO2rk4SH5mSQ&ust=1373713366185489

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

– London, 9th June 2015 – Dublin, 10th June 2015 Hear success stories including pharmaceutical company; Uniphar Group and

electrical manufacturer; Techtronic Industries – makers of AEG, RYOBI, Milwaukee and more!

• Public Sector Workshop – London, 8th July 2015 Hear success stories including Southwark Council, Birmingham City Council

& Staffordshire County Council.

For further information & to register visit: http://more.winshuttle.com/Winshuttle-Upcoming-Workshops-2015.html

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http://more.winshuttle.com/Winshuttle-Upcoming-Workshops-2015.html








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Winshuttle Blog: www.winshuttle.com/blog

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http://www.winshuttle.com/

http://www.youtube.com/user/WinshuttleTV

http://www.facebook.com/winshuttle

http://www.twitter.com/winshuttle

http://www.linkedin.com/groups/Winshuttle-955267

http://www.winshuttle.com/blog


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

Evan Schulz/ Sales Director, UKI Sanaz Zarkesh/ 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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lean data management - simplify sap & automate business ... · winshuttle lean data management...

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