Business agility emerged as one of the key drivers in SAPinsider’s latest research “Supply Chain Planning in The Cloud”. Digital transformation is being seen as a key lever that organizations can leverage to build business agility and resiliency. Among the many different tools within the digital transformation tool chest, data management automation and process automation are prominent ones. In the SAPinsider CIO report 2022, analytics and process automation were identified as top imperatives by CIOs across industries. In another SAPinsider report “Process Automation and SAP S/4HANA”, supply chain was identified as one of the top focus areas for process automation.
SAP is one of the most widely used and comprehensive enterprise system, and has complex, data-intensive processes embedded in the system. In a supply chain context, from upstream to downstream, there are a plethora of processes that various modules support, through hundreds of data-rich business processes designed in these modules. For those leveraging these processes, there is an imperative to have a complete automation platform that can help them with both data and process management aspects. As leaders in various industries embark to understand their challenges and to determine how they can build the capability of a complete automation platform, they grapple with many questions and challenges.
This webinar aims to provide these leaders insights and answers to key questions like:
What’s driving the need for more effective end-to-end automation solutions in our businessesHow combining REST APIs and self-service portals with best-of-breed SAP automation platforms addresses the challenge of complex end-to-end processesWhy a modular, low-code platform approach to automation delivers greater benefits than dedicated, point solutionsExamples of how companies are starting to leverage automation platforms to better manage data and information throughout their enterprises.
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
2,500
employees
customers
12,000
countries
Integrate
Enrich Locate
Verify
Data
Integrity
Suite
5. Agenda
• What’s happening in the market
• Supply chain challenges in complex processes in SAP
• Case Study: Energy Drinks company
• Supply chain and end-to-end processes
• Portals
• API’s
• What’s next
• Discussion and Questions
7. 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:
8. Accelerating digital transformation
Data is the fuel for decision-making today
$1.3 trillion spent
on digital
transformation
last year
80% of CEOs
accelerating digital
transformation
85% of supply chain
leaders struggled with
insufficient technology
67% spending
more on technology
than people
9. Data
Process
Tackle process and data together
• Product data management
• Supply Chain
• Vendor onboarding &
management
• Materials
• Customer onboarding &
management
• Financial master data
and more…
14. Start in the middle
Upstream
Process
components
• Materials
• Vendors
• Production
Planning
• Manufacturing
Operations
• Other systems
Downstream
Process
components
• Sales and
Distribution
• Customers
• Other Systems
15. Common product challenges
• Many raw and semi-
finished materials
• 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
17. Upstream process components
Plus other, non-SAP systems
Vendors
Procurement
Product
Development
Controlling Finance Materials
Production
Planning
Warehouse
Manufacturing
Operations
18. Upstream data & objects
Upstream Process components
Other systems
Bill of
Materials
(BoM)
Raw
materials
(ROH)
Vendor
Master
Routings
& PV
Purchase
info
record
(PIR)
Costing
(Mark &
Release)
Material
extension
s
Source
list
Material
status
update
Semi-
finished
materials
(HALB)
Finished
products
materials
(FERT)
Packaging
materials
(VERP)
Master
recipes
Trading
goods
materials
(HAWA)
Pricing
21. 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
Desktop
Automation
22. Dynamic
process linking
Choice of forms or
Excel front end
Smart, tailored,
role-based forms
Flexible, extensible
solution architecture
Granular user &
policy management
SmartTables
Live SAP data
validation
Automated data
exchange with
SAP
Audit trails for
process & data
Process
dashboards &
reports
Look for a complete set of
capabilities
23. Make an impact
across your SAP landscape
Financial
Accounting
FI
Controlling
CO
Sales and
Distribution
SD
Materials
Management
MM
Plant
Maintenance
PM
Asset
Management
AM
Project
Systems
PS
Production
Planning
PP
Quality
Management
QM
Human
Resources
HR
33. 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
34. 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
SAP ERP
WFM
Deployed
Portal
Portal users
Hosted on
Azure
Automate
Evolve
Private Cloud
or On-Premise
35. Evolve Portals
Example use cases
Vendors/suppliers
1. Onboarding
2. Change requests
3. Profile management
4. Cost price updates
5. Etc.
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.
36. 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
37. 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.
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.
38. Connecting to more systems of record
Use Evolve to manage end-to-end processes
Example use cases
• Collecting data from multiple
systems
• Multi-system data governance
• Multi-system master data
governance
• Complex process automation
SAP ERP
AFM
Data
Process and Data
management
Automate
Evolve
42. 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
What are we going to talk about today…
Agenda: (Note to sales: You will likely modify this to fit your specific customer meeting needs)
[General finance and accounting audiences - Can be used to intro your audience specific impact slide]
As enterprises become more and more reliant on data and the volume of data we use to manage our businesses grows exponentially, it is more important than ever for companies to be able to react and move quickly.
And CEO’s are acknowledging this need to be more agile and able to quickly respond to changes in the business climate.
Gartner
KPMG
KPMG
McKinsey
[This slide can be used and adapted for many different scenarios to explain where Precisely Automate fits into a customer landscape.]
[This slide can be used and adapted for many different scenarios to explain where Precisely Automate fits into a customer landscape.]
When you choose the Winshuttle Platform for your SAP finance and accounting processes you enable your business to develop solutions as needed across the entire platform.
From the powerful desktop capabilities of Winshuttle Studio that automate mass data processes such as G/L account maintenance and period end journal entries.
Capabilities which we will discuss throughout this presentation:
Finance data creation and maintenance
Data migration
Financial reporting
Data stewardship capabilities
To advanced workflow automation with Winshuttle Foundation that can manage data files like Excel with full governance and compliance
Capabilities which we will discuss throughout this presentation:
Advanced routing and governance capabilities
Server-based file management
Flexible, conditional routing
And Web forms that can simplify complex data management tasks and workflows.
Capabilities which we will discuss throughout this presentation:
Advanced, user-friendly web form and workflow capabilities
Server-based execution
Process analytics
Advanced data stewardship capabilities (via web forms)
Whatever capabilities your team needs to apply in the business, Winshuttle offers a solution.
Note to sales:
Use this slide to introduce at a high level the features that make Evolve unique. You do not need to go through each one. For deeper conversations and follow-up meetings there is content around many of these features in the Evolve slide library.
Note to sales:
Use this slide to explain that our platforms can make an impact across their SAP landscape—whether it’s master data or transactional data use cases.
I would like to share with you Monster Energy's process transformation story.
Monster Energy was using spreadsheets and emails to track their product launches (Monster calls it NPW – New Product Worksheet). Their process even required project managers of new products to invest hours each day tracking down status to report back to meetings and management – just another task that was eating up time. In their words it was “organized chaos”.
<click>
Then in 2015, Coca-Cola and Monster entered into a partnership. This gave Monster access to aspects of Coke’s global distribution network <click>
and dramatically increasing the number of new product launches (it quadrupled the number of open projects). Their current manual process simply couldn’t scale…
<click>
[Notes: To be clear Coca-Cola doesn’t own Monster – Coke has a 17% stake in the company]
and getting the data into SAP for all the global sites soon became the bottleneck holding Monster back.
So, let me share with you a little about Monster’s transformation journey.
<click>
First, we mapped out their existing process – something they had never done before – and there were some real aha moments here. This is where Precisely’s professional services team really began to shine – by looking beyond just the tools. Like any good process transformation project, we reviewed the people, process and technology. This was the beginning of the true Monster Transformation that included automation, process redesign and organizational changes needed to allow Monster to move at a faster pace.
<click>
Note to sales:
This is a key message for us. Our NPI solution can be built to handle any type of launch process from a net new finished good or line extension to a simple ingredient change or plant extension.
Out of the process workshop we identified 3 different business solutions, Point-of-Sale Materials (these are salable materials for items like T-shirts, hats and stickers), Raw materials (ingredients) and the NPI process – the overall process needed to launch a new product. The NPI solution includes more than 8 SAP product data objects, and our modular architecture allows you to dynamically link the sub processes needed for each specific launch, even calling the independent raw material process if needed.
It was obvious that Monster need to help immediately <click>
[David]
Highlevel overview – our solution can handle a lot of complexity and being able to process projects independently of plant was huge for Monster…
Total steps = 23
At the first pass they have already reduced their product launch cycle times by 50-75% depending on launch type. They now have tools and controls in place that easily allows them to collect the right data at the right time from the right people.
<click>
They have the visibility they need to effectively manage their product launches,
<click>and the governance in place to allow business teams to take true ownership of “their” data.
<click>This gives Monster trust in a repeatable process that allows them to bring new products to market faster than ever before!
<click>
Note to sales:
Automate Evolve is built with a modern, intuitive user interface to speed up solution development.
Why Portals?
A common request we have received from customers is to extend vendor/customer onboarding scenarios to stakeholders outside the organization. With Evolve Portals, you can build your own supplier self-service and customer self-service portals.
And you will also be able to use this for internal portals, to build specific landing pages for specific groups of users.
This extends Evolve use cases and opens up new opportunities for you to deliver more and better service for your customers and suppliers. External Portal deployment is available as an add-on to Evolve 20.2 and later. Talk to your sales rep about pricing for external portals based on your needs.
You can also develop and deploy portals for internal audiences at no cost.
In our conversations with Gartner, it’s been evident that this is an area that is still largely unsolved for a lot of customers. Companies are left trying piece together their own solutions. With Evolve Portals we are providing the fastest path to a custom portal.
Here are some of the use cases that we planning to address with the initial release of Evolve Portals.
Onboarding, change requests, data updates and more can be accomplished through the portals.
With the 20.2 release of Winshuttle Evolve, the platform now includes a set of RESTful APIs that enable Evolve to manage and automate broader, end-to-end processes by connecting multiple systems and cloud services with SAP.
These API's help solution developers efficiently integrate systems to and processes to eliminate manual data management that often leads to poor data quality and ungoverned process tracking.
For teams creating seamless, end-to-end solutions, Evolve automates business processes that require complex SAP data interactions with other, third-party systems like Salesforce, or that use the ODATA protocol. Traditionally, processes like these required inflexible, custom solutions that do not easily adjust to dynamic business environments. Evolve gives you the agility and flexibility you need to compete and thrive in today's business landscape.
With Evolve 20.2 we are including access to three RESTful API’s that will further enhance your digital transformation and automation efforts. They are:
SAP Data API: REST API that enables direct integration with SAP for scenarios that don’t require data enrichment. It acts as the last-mile into SAP for other applications and combines eliminates the need for RPA bots to screen-scrape the UI to deliver faster, more stable process automation.
Evolve Digital Access API: This RESTful API allows you to seamlessly launch Evolve workflow processes for either human-assisted workflows or completely automated sequences with your SAP ERP system.
Evolve 3rd-party API support: This RESTful API enables Evolve solution developers to easily integrate with other systems of record that have RESTful APIs, such as Salesforce or SAP’s ODATA service. You can query data from these third-party systems into your process or send
This combination of API’s available with Evolve 20.2 delivers a significant benefit to SAP teams looking to be part of larger, more complex digital transformation and automation efforts.
This slide shows how these other system of records may start or update an Evolve workflow (so both Process and Data are involved in this workflow interaction).
Similarly, the workflow may connect with these systems to store or retrieve information as part of the workflow execution.
Benefits of Machine Learning
Improved data entry and decision-making process through recommendations
Improved data quality through ML-based checks
Create rules that are not possible without ML
Reduced effort and complexity to implement and update hard-coded rules
Reduced time to determine business rules
Reduced time to value in solution development
Questions?
Can you also do Vendor and Customer masters too?
I’m on S4 Hana will this work with my system?
I have custom fields in my material master, does this work for those?
We often have fields that the business is missing can you make them require even if SAP doesn’t require them?
We would love to speak to you in more detail about your product data processes and how we can help you make an impact to your business , so please feel free to reach out to us.