Level Up Your SAP® Data Management Processes in SAP® S/4HANA for 2023

1. Level up your SAP data management processes in SAP S/4HANA for 2023
2. Andrew Hayden Sr. Product Marketing Manager Sigrid Kok Principle Solutions Engineer
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. “Acting with agility is the new currency of business; if we are too slow, we will be bankrupt.” KPMG’s 2019 CEO Outlook 67% of global CEOs agree with this statement:
7. 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 45% of enterprises using SAP are leveraging automation 67% spending more on technology than people
8. Data Process Tackle process and data together • Product launches • Product data management • Customer onboarding & management • Vendor onboarding & management • Asset management • Financial master data and more…
9. Impact all your SAP master data
10. Make an impact across your SAP landscape 10 Financial Accounting Controlling Sales and Distribution Materials Management Plant Maintenance Asset Management Project Systems Production Planning Quality Management Human Resources
11. The problems we solve 11 HIGH Complexity Volume LOW LOW HIGH BIG IT PROJECT MANUAL
12. The problems we solve 12 HIGH Complexity Volume LOW LOW HIGH BIG IT PROJECT MANUAL Precisely Automate
13. Automate Studio Precisely Automate portfolio 13 STANDALONE Exchange data with SAP quickly and easily using Excel • Data creation and maintenance • Data migration • Operational reporting • Data stewardship GOVERNED Share, manage, & control Precisely across the enterprise • Basic 2-step workflow • Centralized management • Granular control of licenses, users & policies • Extensive audit and ROI reporting • Server-side job execution WORKFLOW-ENABLED Automate and streamline SAP processes using workflows • Advanced form and workflow capabilities • Advanced data stewardship capabilities via web forms • Detailed process analytics Business users work in Excel Business users work in Excel or web forms Automate Studio Manager Business users work in Excel Automate Evolve +
14. 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
15. Start with desktop automation Excel to SAP Exchange data with SAP quickly and easily using Excel Desktop Automation
16. Automate Studio The right capabilities to get SAP work done faster and improve data quality. Mass create & update using Excel Data stewardship Deep SAP integration Low-code/no- code design
17. What you can do with Automate Studio Create operational reports Automate any SAP business process Streamline data migration and conversions
18. Product demo: Automate Studio 18
19. Product demo • Automate BP updates via • BP Transaction • Query • Round trip • Extract • Update • Accelerate updates • Improve data quality 19
20. Product demo • Automate BP updates via • Standard SAP BAPIs • Insert/Update International Addresses • BAPI: BUPA_ADDRESS_CHANGE • Accelerate updates • Improve data quality 20
21. Product demo • Automate BP creation extensions via • SAP rFM in the migration cockpit: RFC_CVI_EI_INBOUND_MAIN • Note SAP never marked it as supported, but it does work • Accelerate creations • Improve data quality 21
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 Desktop Automation
23. Automate Evolve The right combination of capabilities to automate data-intensive processes. Enterprise- grade workflow & automation Robust data stewardship Deep SAP integration Low-code/no- code design
24. Automate Evolve Includes Automate Studio— our market leading Excel- to-SAP automation platform Automate and streamline SAP business processes using workflows • Advanced form and workflow capabilities • Advanced data stewardship capabilities via web forms • Detailed process analytics Exchange data with SAP quickly and easily using Excel • Data creation and maintenance • Data migration • Operational reporting • Data stewardship Share, manage, & control Precisely Automate solutions across the enterprise • Centralized content management • Granular control of licenses, users & policies • Extensive audit and ROI reporting • Server-side job execution Automate Studio
25. Product demo: Automate Evolve 25
26. Product demo • Create Business Partners in S/4Hana • Flexible process: • Create Customer or Supplier • Optionally create Bank • Search for duplicates • Parallel tasks for faster completion • Third–party address validation • Background posting option 26
27. Product demo • Accelerate business processes • Improve data quality • Create flexible processes • Adhere to best practice process & compliance • Achieve greater process visibility • Deep SAP integration via • Transactions • Queries • BAPIs/rFMs • and ODATA APIs 27
28. Digitize and accelerate any SAP process 28 Product launches and materials management Customer onboarding & management Vendor onboarding & management Plant Maintenance Financial accounting
29. A unique combination of capabilities 29 Choice of forms or Excel front end Smart, tailored, role-based forms Patented SmartTables Dynamic process linking Flexible, extensible solution architecture Process dashboards & reports Audit trails for process & data Automated data exchange with SAP Live SAP data validation Granular user & policy management
30. Make an impact at scale low-code, no-code design 30 WORRY-FREE BUSINESS EMPOWERMENT Platform administrators Control licenses and access, oversee usage, define policies, run audit reports Solution authors Build and modify solutions without technical SAP programming skills Business users Use forms or Excel to get work done faster and improve data quality
31. 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 31 Vendor supplied materials 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
32. Get more visibility 32
33. CUSTOMER STORY: Energy Drink Company 33 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. 34 What’s next for SAP automation? Fiori process automation Integration into larger, complex processes Incorporation of AI and machine learning
35. Impact all your SAP master data
36. “The pace of change has never been this fast, but it will never be this slow again.” Justin Trudeau Prime Minister of Canada 36
37. 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
38. 38

Notas do Editor

Note to sales:
Use this slide to outline the main value propositions we deliver when it comes to materials and product data.
[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.
Story points ---
Businesses rely on trusted data to make good business decisions.

Key business initiatives in 2022 revolve around transforming customer experiences, applying AI to proven business cases to derive new insights and increase efficiency, leveraging the power of location to solve new problems (optional light call out to covid-19 problems being solved), and ensuring that the business is secure and compliant.

Each of these initiatives is heavily dependent upon integrated, clean, accurate, contextualized, enriched data in order to deliver the maximum benefit to the organization. (Transition to next slide showing stats on data challenges.)
Talk track:
You need to tackle process and data together. Here are just a few examples of core master data processes.

If you digitize these complex processes without improving the quality of the data you collect, you’re missing a big opportunity. And similarly, if you just focus on improving data quality without optimizing and accelerating the process, your efforts will short of reaching their full potential.

The fact is, you need to address both process and data at the same time to succeed and that makes these kinds of processes really challenging to digitize and manage with traditional process automation or data management platforms. So many of these processes are still manual and slow today even for the largest enterprises. That’s where Winshuttle comes in. Our software is designed to digitize these critical master data processes <click>
Note to sales:
Use this slide to explain that there’s a ton of SAP master data outside of the big four domains. SAP MDG is designed just to govern a few core attributes in the big four domains, but our products can digitize and accelerate processes that span master data objects while improving data quality and compliance.
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.
[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.]
Here is how the new products fit into our landscape.
Desktop Studio, Studio Manager (Server based) , and Evolve (Server based).
Studio Manager contains all the features of Studio desktop.
Evolve has all the features of Studio Desktop and Studio Manager.
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
Advanced routing and governance capabilities
Server-based file management
Flexible, conditional routing

And Web forms that can simplify complex data management tasks and workflows.
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.

Data migration
Financial reporting


Process analytics

Multiple SAP ERP systems into a single SAP S/4HANA instance
We have talked about the struggles many of you face, as well as looking at the benefits that many of our customers are experiencing as a result of adopting Precisely Automate.

Yoon is going to demonstrate a few ways that we help our customers improve their finance processes.

Yoon: Thanks, Marc. I’m going to show you three demonstrations today, the first one is how you can automate your general ledger processes to help speed up your close.

Data migration
Financial reporting


Process analytics

[Note to sales:] The puzzle pieces are the top-level capabilities that make us unique in the marketplace. There is a slide on each of these in the first section of the slide library.

Here are some points you might want to weave in that positions what Automate Evolve does compared to business process automation (BPA) platforms (like K2, Nintex, Pegasystems, etc.) and master data management (MDM) platforms like SAP MDG:

Traditional business process automation platforms streamline processes but do little or nothing to improve data quality. They’re also not designed to handle complex, strategic SAP data processes.

Master data management platforms are great at improving the quality of a few core data attributes but are not designed to automate complex business processes that span data objects and business functions.

Precisely Evolve provides the right combination capabilities and enables enterprise organizations to create and maintain strategic data assets faster—data like materials, customers, suppliers, and equipment—while ensuring that data adheres to business rules and company and regulatory procedures.
Note to sales:
This slide is made to point out that Automate Evolve includes Studio, but that customers can still use as a standalone solution to get some quick wins while they are developing workflow solutions in Evolve.

Note that the slide has a couple of builds in it to help you get the point across easier.
Note to sales:
Use this slide to point out that Evolve can be used to digitize a range of SAP processes—including master and transactional processes.
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 Studio and Evolve are designed to enable people without SAP programming skills to build solutions, enabling organizations to scale up their automation efforts while still maintaining tight controls of what users can do. This is a big differentiator against heavy-lift technical MDM products like SAP MDG.
[Note to sales:] This is our “parent/child” capability. We’re not using parent/child as a marketing market-facing term. This is a big differentiator against SAP MDG. This capability is key in automating complex processes like NPI.
Note to sales:
Getting more visibility into these strategic data processes is one of the key reasons customers are looking for an automation solution. If customers are tackling these processes with spreadsheets and email it’s really tough and time consuming to find out where a request is in the process.

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
Note to sales:
This is a one slide version of the Monster story. The NPI section of the deck has the bigger story. Please watch the webinar on Precisely.com to hear the full story.
Note to sales:
Use this slide to explain that there’s a ton of SAP master data outside of the big four domains. SAP MDG is designed just to govern a few core attributes in the big four domains, but our products can digitize and accelerate processes that span master data objects while improving data quality and compliance.
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.
Note to sales:
Use this slide to introduce our data stewardship capabilities with Evolve.
Note to sales:
Use this slide to explain our key data stewardship capabilities for both web form and Excel front ends. This is a great way to set up or summarize a demo.

Level Up Your SAP® Data Management Processes in SAP® S/4HANA for 2023

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Level Up Your SAP® Data Management Processes in SAP® S/4HANA for 2023

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Level Up Your SAP® Data Management Processes in SAP® S/4HANA for 2023

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