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Learn how organizations are standardizing and improving their financial uploading processes:
Z Option customers share their experiences
Financials 2017Booth # 107
Spreadsheet Integration Made Easy
Laura PetrieNewell Brands, Inc.
Don KirbyDGKirby Consulting (Sedgwick)
Bill PerryPerdue Farms
Introduction – Panel Members
Spreadsheet Integration Made Easy
• Find out how Z Option customers leverage the GLSU FI Spreadsheet Uploader solution to streamline everyday accounting tasks
• Learn how GLSU can improve the efficiency of financial data entry functions - everything from importing cutover data to everyday FI postings to processing vendor invoices
• Understand how GLSU complements standard SAP®
functionality by using Excel® to validate and post more than 1,000 lines, attach source documents, utilize pick lists, create flexible user-defined templates and more
In This Session
Spreadsheet Integration Made Easy
Agenda – What We’ll Cover
Wrap-Up
Q&A Panel Discussion
Z Option and GLSU
Panel Presentation
Spreadsheet Integration Made Easy
Located in Lewisville, Texas
Formed in 1998 by accountants and programmers
SAP Silver Partner
Customers of all sizes and industries worldwide
About Z Option
Z Option has hundreds of customers
with thousands of users worldwide.
For a more complete list of our
customers, visit www.zoption.com
Spreadsheet Integration Made Easy
Software Tools Free trial
Powerful, flexible
user-friendly solutions
Reduce support and
development costs
Use standard SAP authorizationsStart posting documents in a few
hours with free remote installation
Spreadsheet Integration Made Easy
Current Challenges
Errors on large Journal Entries
Non-Flexible Upload Tool
Large External File Uploads
SAP Upgrade
Mergers/Acquisitions
New Implementations
Multiple Currencies
Cross-Company Postings
Multiple Vendors
Month-End Closing Process
Spreadsheet Integration Made Easy
Key Features of GLSU
Leverage existing Excel Skills
Easy User Interface
Post Directly from the Spreadsheet
Flexible Layouts
SAP Document Numbers Returned
Attach Source Workbook to
Posted Document
Pre-Validation of Data
before Posting
Master Data Lookups
Post More than 1000 Lines
Post Multiple Documents from
one Worksheet
Spreadsheet Integration Made Easy
GLSU Common Uses
Misc. Vendors
Attach Source Document
(entire workbook)
Payroll
Travel and Expense process
P-cards
(i.e., phone bills, lease payments
Mapping large External Files
Cross-Company Transactions
CO-PA
Accrual Entries
Acquisition/Migration
(moving legacy information)
Spreadsheet Integration Made Easy
Agenda – What We’ll Cover
Panel Introductions
Wrap-Up
Q&A Panel Discussion
Z Option and GLSU
Spreadsheet Integration Made Easy
Panel Participants
Don KirbyDGKirby Consulting
(Sedgwick)
Bill PerryPerdue Farms
Laura PetrieNewell Brands, Inc.
Spreadsheet Integration Made Easy
Laura Petrie – Newell Brands, Inc.SAP Finance Project Manager
Laura has 13 years of experience using, supporting and implementing SAP. Her experience includes the global implementation of FICO specifically in the areas of General Ledger, Fixed Assets, and Internal Orders. She is a CPA and is currently an SAP Finance Project Manager. She worked in accounting for 10 years prior to transitioning to IT.
Laura was part of the global SAP implementation project at Newell and was part of the initial GLSU roll out for EMEA, using it as both as a tool for the Fixed Asset and Internal Order data conversion process as well as a tool for users posting journal entries on a daily basis. GLSU was subsequently incorporated into the GL conversion process as part of the LATAM implementation. Laura provides the training for GLSU for all of Newell’s implementations and acquisitions.
Panel Participants
Spreadsheet Integration Made Easy 13
About Newell BrandsYou probably haven’t heard of Newell Brands – but you definitely know what we make.
We own some of the most well-known household and consumer product lines:
Spreadsheet Integration Made Easy
Don Kirby – DGKirby Consulting (Sedgwick)Senior S/4HANA® Financials Consultant
Don Kirby has over 22 years hands-on experience implementing, enhancing and supporting SAP. He excels in transforming business processes into system setup. His experience includes full implementations, post-production support, training and upgrades in the areas of Finance (GL, AR, AP, AA), Controlling (CCA, PCA, PA, PC), Reporting (Painter, Query, Drill-Down), Interfaces and Data Conversion.
Don has installed and optimized GLSU at multiple clients. At each, GLSU helped reduce manual JEs, eliminated interfaces and upload programs and increased entry speed and accuracy.
Panel Participants
Spreadsheet Integration Made Easy
Headquartered in Memphis, TN, Sedgwick Claims Management Services, Inc., has 14,000 colleagues in 275 offices located in the U.S., Canada, U.K. and Ireland.
Sedgwick is a leading global provider of technology-enabled risk and benefits solutions. Sedgwick takes care of people and organizations by delivering cost-effective claims, productivity, managed care, risk consulting and other services.
About Sedgwick
Spreadsheet Integration Made Easy
Bill Perry – Perdue Farms, Inc.Director - Business Application Services
Bill has more than 7 years of experience using and implementing SAP products. His experience includes implementing FICO and BPC consolidations. He is managing a team of SAP analysts supporting the finance and accounting departments for which he previously worked as the Director of Corporate Accounting, managing the corporate transactional processing and financial reporting activities before transferring to the IT organization over 3 years ago.
In response to a recent audit, Bill and his team implemented custom validation within GLSU to restrict accounting users to posting documents only to the general ledger. Bill and the project team are currently evaluating workflow solutions coupled with GLSU to automate the journal entry approval process.
Panel Participants
Spreadsheet Integration Made Easy
Founded in 1920, Perdue Farms is the family-owned parent company of Perdue Foods
ranking 3rd in US poultry sales and Perdue AgriBusiness among the top 10 US grain
companies with over 20,000 associates combined. We are dedicated to enhancing the
quality of life for everyone we touch through innovative food and agricultural products.
Through our food brands, agricultural products and services, and stewardship and
corporate responsibility programs, we are committed to making Perdue the most
trusted name in food and agricultural products.
At Perdue, we believe in responsible food and agriculture™.
About Perdue Farms
Spreadsheet Integration Made Easy
Perdue Farms: Our Brands
We raise animals for food sold under these brands and our customers’ brands which makes us a leader in
all vegetarian-fed and No-Antibiotics-Ever chicken, turkey and pork and USDA certified organic chickens.
Spreadsheet Integration Made Easy
Agenda – What We’ll Cover
Q&A Panel Discussion
Wrap-Up
Q&A Panel Discussion
Z Option and GLSU
Spreadsheet Integration Made Easy
First implemented SAP R/3: 2007
Current SAP version: ECC 6.0, EHP 0
SAP Modules: FICO, SD, MM, P2P, P2S, WM, PP, PCA, CO-PA, SCM, HCM, BI (HANA)
GLSU Customer since: 2011
Process Before GLSU: Custom upload program and manual entries in standard SAP screens
Newell Brands – SAP Environment
Spreadsheet Integration Made Easy
Implemented SAP: 2017 (in process)
SAP Version: ECC 6.0, EHP 7, S/4HANA Finance 1503
SAP Modules: FI-GL, FI-AP, FI-AA, CO-CCA, CO-IO, CO-PCA, FI-CA (Contract Accounting), CC (Convergent Charging), CRM Partners
GLSU Customer since: 2016
Current GLSU Version: 6.0
Process before GLSU: Manual entries and custom upload programs in legacy system (MS Dynamics Great Plains)
Sedgwick - SAP Environment
Spreadsheet Integration Made Easy
First implemented SAP R/3 4.6c: 1999: SD, MM; 2005: AA;2009: FICO; 2013: FSCM (DM); 2014: CRM (TPM); 2015: HCM; 2016: Payroll; 2017: BPC
Current SAP version: ECC 6.0, EHP 6
SAP Modules: GL, AP, AR, AA, PS, CO-PA, CO-PC, SD, MM, CRM, HCM, BW, BOBJ, BPC
GLSU Customer since: 2009
Current GLSU Version: 4.1 (Planned Upgrade to 6.0 in Q3 2017)
Process Before GLSU: Upload into legacy system (GEAC)
Perdue Farms – SAP Environment
Spreadsheet Integration Made Easy
Customer: Laura Petrie – Newell Brands
Quote: “We use validation rules extensively at Newell and although we had a custom upload program, it was burdensome to support and tedious to use as a result of the validation errors. Because GLSU is able to perform a validation check before posting, we were able to practically eliminate the production support aspect and make the upload process more efficient for the users.”
Favorite Benefits:
Upfront validation
Removes IT from the upload process
Improves posting efficiency for the user
Ability to upload backup detail to ECC in the same workbook
Customer Success – Typical Uses and Favorite Benefits of GLSU
Spreadsheet Integration Made Easy
Customers: Ann Fowler & Carol Morton – Sedgwick
Favorite Benefits:
Flexibility to use Excel formulas to manipulate data before posting (helped eliminate upload interfaces to SAP)
Drill-down, live link to SAP document from Excel after documentposting
Attaching the Excel spreadsheet to SAP document
Saves time over entering manually into SAP
Speeds up closing process by having monthly JEs ready to post quickly (templates, previous months’ spreadsheets)
Customer Success – Typical Uses and Favorite Benefits of GLSU
Spreadsheet Integration Made Easy
Customer: Bill Perry – Perdue Farms
Quote: “When we implemented SAP, journal entry upload functionality was not a core system component. This created a gap that needed to be filled since we had an upload tool for our existing legacy system. GLSU was the right answer after we evaluated other options.”
Favorite Benefits:
Ease of use; if you know Excel, you can use GLSU with little to no training
Ability to upload backup detail to ECC in the same workbook
Real-time connection with SAP
Read-only spreadsheet backup on every SAP document
Saves lots of time during closing cycle
Customer Success – Typical Uses and Favorite Benefits of GLSU
Spreadsheet Integration Made Easy
Customer Success Stories“With GLSU, we
save time and
money.” – FI
Project Manager
“[GLSU] is the best of
both worlds. We get the
functionality of SAP
software and the user-
friendliness of the Excel
front-end.” – Manager of
Finance
“With GLSU, we don’t
have to maintain the
software, and it gives
us better flexibility
with more options.” –
IT Project Manager
“As accountants, we
know Microsoft Excel
very well – so the more
we can do in
spreadsheets, the more
productive we can be.”
– Accounting Manager
GLSU has increased our
data integrity on all levels,
from finance to marketing.
Users have commented on
the quality, volume, and
accuracy of data.” –
General Accountant
Spreadsheet Integration Made Easy
Agenda – What We’ll Cover
Wrap-Up
Panel Introductions
Q&A Panel Discussion
Z Option and GLSU
Spreadsheet Integration Made Easy
GLSU Wrap-Up
Empower Users
Increase Productivity
Maintain Security
Reduce Costs
Spreadsheet Integration Made Easy
Customer Comments “We have been using GLSU for two years and I cannot tell you what a positive impact it has had on our
finance users.” – Director
“Since implementing GLSU, we’ve managed to achieve our goal of a [much shorter] closing, down from
8 weeks.” – ICT Officer, FI Unit
“There is simply no limit to how you can use GLSU if you’re familiar with Excel.” – SAP Business
Analyst
“We use GLSU to improve overall productivity.” – Senior Accountant
“SAP is dynamic, my clients’ businesses are dynamic, and they need dynamic tools like GLSU.” –
Independent SAP Consultant
Review customer success stories and published articles
at www.zoption.com.
Spreadsheet Integration Made Easy
Questions and Next Steps
Visit us at
Booth #107
to learn more
Schedule a No-Obligation
WebEx Demo
Set Up Your Free 30-Day Trial
Contact Z Option:
Spreadsheet Integration Made Easy
Wrap UpThank you for attending
today’s session.
Please drop by Booth #107
if you have questions or
would like additional information.
If you are interested in sharing your Z Option story,
we are always looking for speakers at local and
National events.
Spreadsheet Integration Made Easy
Disclaimer
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP SE.