1.
6 Key Features
You Need for
Automation
Success
How automation that excels at
agility, speed and integrity solves
your most challenging SAP
processes
Andrew Hayden | Sr. Product Marketing Manager

2.
Andrew Hayden
Sr. Product Marketing Manager

3.
Winshuttle is
now part of
Precisely,
the leader in
data
integrity
3

4.
The global leader
in data integrity
software
Our data integrity
software, data enrichment
products, and strategic
services deliver accuracy,
consistency, and context
to power confident
business decisions.
Brands you trust, trust us
Data leaders partner with us
of the Fortune
100
99
Customers in more than
100
2,300
employees
customers
12,000
countries
Integrate
Enrich Locate
Verify
Data
Integrity
Suite

5.
Questions?

6.
6 Features you need for automation
success
• Low-code Platform approach
• Workflow automation
• Portals
• API connectivity
• Data management automation for mass data processes
• Process governance and audibility

7.
Agenda
• Why Process Automation
• Complex Process Challenge
• Precisely Automate: A complete automation platform
• 6 Key Features for Automation Success
• Low-code citizen development
• Workflow
• Self-service Portals
• API connectivity
• Mass data management
• Governance and reporting
• Key Takeaways

8.
Why Automation?
8

9.
Be more agile
9
Companies need to:
Go faster Improve the quality and
integrity of your most
important data

10.
KPMG’s 2019 CEO Outlook
“Acting with agility is the
new currency of business;
if we are too slow, we will
be bankrupt.”
67% of global
CEOs agree with
this statement:

11.
Optimize staff
11
Companies want to:
Reach ROI faster Realize Digital
Transformation dream

12.
Accelerating digital transformation
Data is the fuel for decision-making today
$1.04 trillion
spent
on
Hyperautomation
by 2026
80% of CEOs
accelerating
digital
transformation
45% of
enterprises
using SAP are
leveraging
automation
67% spending
more on
technology than
people
Market is growing at 12% per year

13.
Data
Process
Interdependence of process and
data
Interdependence of process and data

14.
14
Top process challenges
60%
say their processes
are too slow
43%
say they lack
visibility
75%
under pressure to
move faster

15.
15
Top data challenges
Data
quality
43% say theirs is
poor
Complexi
ty
of MD processes,
reference and
conditional data
objects

16.
Complex
Process
Challenge
16

17.
Common product challenges
17
• Complex materials environment:
Many raw and semi-finished
goods
• Multiple vendors and suppliers
• Complex data objects
• Complex processes
• Manual data management
& spreadsheets
• Often multiple plants
• Frequent changes
• Complex customer environment
• Tight margins
• Seasonal exceptions
• Promotional packaging
• Sales alignment
• Multiple systems involved
• SAP in the middle of it all

18.
Upstream process components
Plus other, non-SAP systems
Vendors
Procurement
Product
Development
Controlling Finance Materials
Production
Planning
Warehouse
Manufacturing
Operations

19.
Make an impact across your business
Financial
Accounting
Controlling
Sales and
Distribution
Materials
Management
Plant
Maintenance
Asset
Management
Project
Systems
Production
Planning
Quality
Management
Human
Resources

20.
Precisely
Automate
21

21.
Precisely Automate Platform
22
WORKFLOW-ENABLED PROCESS AUTOMATION
Automate and streamline SAP
processes using workflows
• Advanced form and workflow capabilities
• Advanced data stewardship capabilities via web forms
• Data automaton and management (Excel – SAP)
• Extensive Audit and ROI reporting
• Detailed process analytics
• Process governance
• Centralized management
• Server-side file management and execution
• Attended or unattended automation
• Business-focused, low-code environment
Business users work
in Excel or web forms
Automate Evolve Automate Studio
STANDALONE DESKTOP
Exchange data with SAP quickly and
easily using Excel
• Data creation and maintenance
• Data migration
• Operational reporting
• Data stewardship
Business users work in Excel
+

22.
A complete automation platform
Excel to SAP
Exchange data with SAP
quickly and easily using
Excel
Form &
Workflow
Automate and accelerate
SAP business processes
with integrated forms and
workflows
Excel Workflow
Automate and accelerate
SAP business processes
through Excel file
management workflows
Process
Automation
Data
Automation

23.
Automate platform: Benefits
Agility Speed Improved data
quality
Business team
focus
Automation
flexibility
Scalability Proven track
record
Process visibility

24.
The Automate platform delivers
Workflow Connectivity
(APIs)
Self-service
Governance Low-code
development
Attended &
unattended
automation
Forms
Data
Management
Data quality
Cloud
deployment

25.
6 Key
Features for
Automation
Success
26

26.
Low-code
Citizen
Development
27

27.
Build SAP data exchange scripts in 3
easy steps
Create
the SAP data
exchange script
Map
the fields to
Excel or form
Run
Exchange data
with SAP during
workflow

28.
Build
solutions,
fast
Drag-and-drop design
• Design on a visual canvas
• Drag-and-drop workflow nodes
and plug-ins
• Define roles with swim lanes
• Manage non-SAP related tasks
• No ABAP or other technical
programming skills required
29
Nodes & plug-ins

29.
Workflow
30

30.
Digitize and accelerate
complex master data
processes, while
improving data quality
and compliance—using
forms and workflow or
Excel workflow.
Automate Workflow
Process automation for your core SAP
business data
SAP

31.
Reduce cycle
times &
improve
compliance
Enterprise-grade workflow
capabilities
• Create parallel or sequential
tasks
• Create workflow loops
• Setup task, approval, and past
due, reminder, and escalation
email notifications
• Utilize bulk task reassignment
and out-of-office functions
• Collect supporting documents
32
Parallel tasks
Workflow Loops
Email Notifications

32.
Streamline
complex
processes
Dynamic process linking
• Automate complex multi-
layered processes
• Streamline data collection
across data objects and
business units
• Handle centralized and
decentralized data in one
solution
33
Create new finished good
Plant A
Routing
PIR
BoM
Source list
Plant B
Routing
PIR
BoM
Source list
Plant C
Routing
PIR
BoM
Source list
Create shell
material
Collect plant-
specific data

33.
CUSTOMER STORY:
Energy Drink Company
34
CHALLENGE
• Slow, manual processes causing product
launch bottlenecks
• Lack of visibility into launch project status
SOLUTION
• Digitized three launch processes
• Reduced product launch cycle times by 50-75%
• Increased visibility and improved governance
• Achieved repeatable, predictable processes

34.
Self-service
Portals
35

35.
36
Automate
Evolve
Portals
Secure internet access
for your SAP data
• Create custom portals for
customer, vendor, partner and
employee self-service data
management
• Streamline master data
processes
• Simplified portal development
experience
• Internal portals for Winshuttle
form users

36.
37
Widget-based
design
experience
Simple to create and
deploy
• No-code portal development
• Visual designer
• Drag and drop simplicity
• Connect to workflows
• Enable customized user
experiences
• Collect supporting files

37.
Adding
external
portals
Custom web portals
for external (and
internal)
stakeholders
EXAMPLE USE CASES:
• External vendor or customer
portals for managing SAP data
• Internal portals with custom landing
pages
38
SAP ERP
WFM
Deployed
Portal
Portal users
Hosted on
Azure
Automate
Evolve
Private Cloud
or On-Premise

38.
Evolve Portals capabilities &
features
39
User Self-service Chat Users manage SAP data
User dashboards Launch workflows Multilingual UI

39.
Evolve Portals
Example use cases
Vendors/suppliers
1. Onboarding
2. Change requests
3. Profile management
4. Cost price updates
5. Etc.
Presentation name
40
Customer
1. Onboarding
2. Change requests
3. Profile management
4. Etc.
Distribution/partners/m&a
1. Onboarding
2. Joint Product Launch
3. Wholesale alliance
4. Cost price updates
5. Etc.

40.
API
connectivity
41

41.
42
APIs
Connected SAP data
management and process
automation
• RESTful API’s for automating
end-to-end processes
• Efficiently integrate systems to
processes and eliminate manual
data management
• Connect multiple systems and
cloud services with SAP
• Streamlined master data
processes

42.
Set of RESTful APIs for
SAP data & process
automation
SAP Data API
REST API that enables direct
integration with SAP for scenarios that
don’t require data enrichment. Applies
to Studio Manager and Evolve. Easy
Inbox upgrade.
Presentation name
43
Digital Access API
REST based API that enables external
software to kick start or update an
Evolve workflow for users to
contribute data before it is ultimately
posted to SAP.
3rd-party API
support
Connecting to other REST APIs that
enables an Evolve process to connect
to different system of records to read
or update data.

43.
Presentation name
Connecting to more systems of record
Use Evolve to manage end-to-end processes
44
Example use cases
• Collecting data from multiple systems
• Multi-system data governance
• Multi-system master data governance
• Complex process automation
SAP ERP
WFM
Data
Process and Data
management
Automate
Evolve

44.
Presentation name
Connecting to more systems of record
Third-party RESTful API support
45
SAP ERP
WFM
EnterWorks
Automate Evolve
Generic Protocols
SOAP SQL ODBC
OLEDB ODATA REST

45.
Mass data
management
46

46.
47
Replace multiple SAP
screens with business-
friendly Excel

47.
Build
solutions
that handle
volume
Excel workflow
• Route Excel workbooks to
collect or change data en
masse.
• Easily switch between Excel
and form-based workflow
processes.
• Create an audit trail in SAP by
attaching documents.
• Re-use Excel workflows for new
automation scenarios.
48

48.
Speed through
mass pricing
changes
• Extract existing prices, apply
changes, and upload new prices in
SAP all from within Excel
• Cope with seasonal demand peaks
without adding headcount
• Address a huge volume of updates
in a short timeframe
• Enable automatic backups of
existing data before updating data in
SAP
• Reduce errors and ensure data
quality with real-time validation
against SAP before uploading
49

49.
Fast, simple
material
creation and
updates
• Extract existing materials, apply
changes, and upload updated
records in SAP all from within
Excel
• Enable automatic backups of
existing data before updating data
in SAP
• Reduce errors and ensure data
quality with real-time validation
against SAP before uploading
50

50.
Streamline
customer and
vendor
onboarding &
maintenance
• Quickly create customer or vendor
master data records
• Speed through mass updates
• Improve data quality with
extensive data stewardship
capabilities
51

51.
Accelerate
GL, AR, and
AP processes
• Minimize journal entry errors and
reduce your closing time
• Validate data in real time before
posting to SAP
• Use ‘document splitting’ feature to
upload journal entries with more
than 999 lines
• Safely download real-time SAP
financial data for ad hoc analysis
and custom reports
52

52.
Fast,
simple
data
migration
• Extract, manipulate and upload
hundreds of thousands of records
to SAP directly from Excel
• Validate data against SAP before
uploading
• Schedule unattended data
uploads/downloads
• Reduce costs, minimize errors
and meet deadlines
53

53.
54
CHALLENGE
• Change subset of materials from ‘Manufactured’ to
‘Kitted’
• Update BoMs and Routings
• Change sales order to reflect non-kitted materials
SOLUTION
• Used Automate Studio to automate their master
data processes
• Reduced the time it took to complete this
process from 60 to 5 hours per 100 materials
• Saved over $123,000
• Improved quality with minimal business impact
Hours Total Cost Difference
Manual Processes 60 $4,500
Using Automate Studio 5 $375 $4,125 saved
3,000 materials converted in Q4, 2016
Savings = $123,750
RESULTS Per 100 materials

54.
Governance &
Reporting
55

55.
Get more
visibility
Process dashboards &
reporting
• Develop dashboards and
reports for process participants
and management with your tool
of choice
• View status of in-process
projects to keep projects on
track
• View historical data to
continuously improve processes
56

56.
Make
audits easier
Audit trails for
processes & data
• See at a glance who did
what and when with SAP
• Quickly get to data files
exchanged with SAP
57

57.
Track key
metrics over
time
KPI reporting
Out-of-the-box and custom reporting
to track:
• Time and cost savings
• Records processed by transaction
• Process status
• Active users
• Usage by transaction
• Usage by workflow
• Data errors
58

58.
Key
Takeaways
Automation is in great
demand by enterprises
today to deliver on the
promise of digital
transformation.
• Citizen development is emerging as an effective
way to relieve some of the burden on IT staffs
• Workflow as part of your process automation
solution improves governance and management of
complex processes
• Flexible interface options – forms or Excel –
enable you to choose the best route to automation
success
• Visibility, reporting and audit trails are as important
as speed and agility for automation success
• Our complete, integrated automation platform
delivers a track record of success

59.
“The pace of change
has never been this
fast, but it will never
be this slow again.”
Justin Trudeau
Prime Minister of Canada

60.
Questions!

61.
Let’s continue the
conversation…
Contact us
Set up a 30-minute
personalized demo
+1-877-700-0970
“Get in touch” on
www.precisely.com
www.precisely.com
Demos
White Papers
Case Studies

62.
Thank You

63.
Presentation name
64