1 Copyright Winshuttle 2013
October 24th, 2013
Part One: A Better Way to
Integrate Excel and SAP
Your Speakers Today
Chris Coleman, Regional Account Manager, Winshuttle Divya Kaiwar, Solutions Architect, 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
Excel and SAP - Why Integrate?
Demonstration
Mass data upload to SAP from Excel Data round-trip between Excel and SAP Excel form for casual user Design time experience
Customer Examples
Summary & Q&A
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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 next week
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Today’s Webinar
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Typical ERP Challenges
Accessibility
Productivity
Usability
GOAL:
Drive real and sustainable business
value
Data Quality
ERP
Everything is Connected Master Data is the strength of the data foundation that runs the enterprise
Errors and omissions in master data
Operational problems
Suboptimal decision-making
Reporting
Transactional Data
Master Data
Costing millions in both lost opportunities and having to rectify mistakes
Business Value Impact
Wrong suffixes in delivery address street names incurred extra charges from delivery companies.
Cost Driver: Dirty Data
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Business Value Impact
Wrong suffixes in delivery address street names incurred extra charges from delivery companies.
Cost Driver: Dirty Data
Net Impact Company incurred
$2M per annum for bad shipping addresses.
extra charges
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POLL #2
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What are some of the challenges that you currently face with SAP usability? (Please select all that apply) • SAP GUI is very complex for our users to learn and use • SAP process improvement requests take too long to build • Managing SAP master data is time consuming and error prone • Creating SAP queries and reports are too complex for us • We spend too much time rekeying SAP data
Excel Is Default Choice for Users
Data Entry Ad Hoc Reporting
Data Maintenance Mass Data Operations
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Excel Pros
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Familiar interface
Flexible environment
Tabular format Ubiquitous tool
Accessible training
Low barrier to customize
Excel Pros
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Familiar interface
Flexible environment
Tabular format Ubiquitous tool
Accessible training
Low barrier to customize
Excel Pros and Cons
No Security No Central Management
No SAP Validation No Structured Workflow
Requirements for Excel-SAP Integration
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• Respect SAP security • Surface SAP functionality • Integrate with structured processes • Live within managed environment • Maintain ease of use
POLL #3
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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Winshuttle Crawl/ Walk/ Run
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Standardised and automated
processes
Limited automated processes and
manual data maintenance
Tactical Strategic
Org
anis
atio
nal m
atur
ity
Organisational focus
Desktop Eliminate manual data entry and free up valuable resources Capabilities • Mass maintenance in Excel • Ad-hoc queries to Excel or
Access
Workgroup Broader rollout to the business without compromising governance Capabilities • All Desktop capabilities • Basic workflows on Excel
files • Usage governance and
administration
Enterprise 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
18 Copyright Winshuttle 2013
Demonstration
Divya Kaiwar, Solutions Architect,
Winshuttle
Customer Use Cases
Customer Case Study
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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.”
Maersk Line: F-28 Processing
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Receive data from location in excel via
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
Our Ambition Maersk Line: Benefits
• Local variants to standard processes reduced by greater than 50%.
• Unsupported macros reduced by 50%. • Estimated 10-15% productivity gains overall.
• 50 FTEs redeployed to projects requiring higher domain knowledge.
• Zero IT development resources. • Projected first year ROI of 100% to 400%
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Rémy Cointreau USA: Custom Reports
• 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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Staying Current on Winshuttle
• Winshuttle Website: – www.winshuttle.com
• Winshuttle TV:
– www.youtube.com/user/WinshuttleTV
• Connect with us on: – Facebook: www.facebook.com/winshuttle – Twitter: www.twitter.com/winshuttle – Linkedin: www.linkedin.com/groups/Winshuttle-955267
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Thank You / Q&A Recording and Q&A to be mailed
Part Two:
A Better Way to Integrate SharePoint and
SAP
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October 24th, 2013
Your Speakers Today
Chris Coleman, Regional Account Manager, Winshuttle Divya Kaiwar, Solutions Architect, Winshuttle
Introduce Yourself to Us!
Time to Answer Polling Question 1 of 3
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POLL #1
Please describe your role as it relates to SAP usage at your company. (Please select one) • Line of Business (LOB) Management • Business Analyst • Information Technology Management • Programmer – Systems Analyst
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Agenda
SharePoint and SAP - Why Integrate?
Winshuttle Forms & Workflow Demo
Customer Case Study
Q&A
Please use the GoTo Meeting Question & Answer Panel to ask your questions during the webinar. We will be sending the presentation & other materials from today’s session next week.
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Typical ERP Challenges
Accessibility
Productivity
Usability
GOAL:
Drive real and sustainable business
value
Data Quality
ERP
Everything is Connected Master Data is the strength of the data foundation that runs the enterprise
Errors and omissions in master data
Operational problems
Suboptimal decision-making
Reporting
Transactional Data
Master Data
Costing millions in both lost opportunities and having to rectify mistakes
The path to better Data & Streamlined Processes
Speed Increase the speed of updating and creating new materials, vendors, customers and other master data records.
Quality Improve data quality by eliminating errors, completing omissions and preventing duplicates.
Flexibility Make continuous improvements to master data processes without complex infrastructure or programming.
Data Validation Validate data against rules inside and outside of ERP
Workflow Create role-based governance processes reaching all stakeholders
Analytics Perform bottleneck analysis and provide self-service status reports
Mass Maintenance Perform mass maintenance directly from within Excel
New material is requested
Manager reviews
Uploads to SAP
Purchasing updates
Central data team reviews and approves
Flexible process flows Single & mass creation and maintenance
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POLL #2
Is SharePoint used at your company – if Yes, which version? (Please select one) • Yes – SharePoint 2010 • Yes – Windows SharePoint Server (WSS 3.0) – MOSS 2007 • Yes – Windows SharePoint Server (WSS 2.0) – MOSS 2003 • Yes – but I do not know which version our company uses • No – our company does not have SharePoint
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38 Copyright Winshuttle 2013
Demonstration
Divya Kaiwar, Solutions Engineer,
Winshuttle
The Winshuttle Advantage • Skillsets required
– SAP Functional knowledge – Business Process knowledge
• No programming – 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
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Use cases
• Paper based / Email based Processes
• Processes in Legacy systems
• Master Data Creation and Change – Material master creation/change
– Engineering project requests
• HCM – Personnel action
– New hire process
• Remote Enablement – Vendor management
– Payment Request
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POLL #3
Please select one or more of the following use cases where you have an interest. (Please select all that apply) • Replace Paper based/ Email based Workflow Processes • Update Processes in Legacy systems e.g. Lotus Notes • Master Data Creation e.g. Material master creation • ESS/MSS e.g. Personnel action, New hire process • Remote Enablement e.g. vendor management, payment request
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Customer Use Cases
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
Companies that use Winshuttle Forms & Workflow
About Winshuttle
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Staying Current on Winshuttle
• Winshuttle Website: – www.winshuttle.com
• Winshuttle TV:
– www.youtube.com/user/WinshuttleTV
• Connect with us on: – Facebook: www.facebook.com/winshuttle – Twitter: www.twitter.com/winshuttle – Linkedin: www.linkedin.com/groups/Winshuttle-955267
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Thank You / Q&A Recording and Q&A to be mailed
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Chris Coleman/ Regional Account Manager Divya Kaiwar/ Solutions Architect