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1 Copyright Winshuttle 2015
Lean Data Management 18 August 2015
Your Speakers Today
Evan Schulz, Sales Director, Winshuttle Inderaj Sehmi, Solution Engineer, 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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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 early next week
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Today’s Webinar
Agenda Winshuttle Lean Data Management (5)
Demonstration (40)
Customer Case Studies (5)
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Summary and Q&A (10)
Lean Data Management The right data in the right place at the right time
http://www.winshuttle.com/lean-data-management/
Lean Data Management The right data in the right place at the right time
• Streamline processes
• Reduce cost
• Continuous Improvement
• Reduced Material Master Creation process from 28 days to 14
• $1M annual savings • Many more millions incremental revenue
Speed
Don’t delay critical business activities.
Flexibility
Make continuous improvements.
Quality
Avoid costly business interruptions.
Data Collection Data Validation Data Movement
Reduce the Data Management Tax
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Optimising Processes with Winshuttle
• Personnel Change Actions
• New Hire
• Creating & Changing Org Information
• Payroll/Time Admin
• Compensation Admin
• Benefits Management
• Many more…
• Journal Posting
• Accruals
• Adjustments
• Internal Orders
• Cash
• Assets
• Budgeting
• Profit Centers
• Cost Centers
• Many more…
• Mass Data Changes
• Data Migration
• Master Data Management
• Data Integration
• Mass Data Entry
• Data Maintenance
• Real-time Ad hoc reporting
• Many more…
Hire-to-Retire
Master Data Management
Order-to-Cash
• AP/AR Posting
• Budgeting & Planning
• Closing Books
• Journal Entries
• Incoming Payments
• Expenses Claims
• Fixed Asset Creation & change
• Many more…
• Create & Maintain Requisitions
• Purchase Order Creation & Maintenance
• Sales Order Management
• Production Planning
• Pricing Condition Changes
• Many more…
Procure-to-Pay
And more!
Record-to-Report
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Lean Data Management Demonstration Inderaj Sehmi| Solution Engineer
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Excel to SAP - o Mass Data Upload
Central Governance o Repository o Policies/Procedures o Usage Logs/User
Management
Forms & Workflow o Web User Interface o Workflow o SAP Integration
Winshuttle End User Capabilities
Roundtrip o Extract-Change-Load
Finance - Journals o Validate/Park/Post o Single/Mass
Crawl / Walk / Run – End User Experience
Standardized and automated
processes
Limited automated processes and
manual data maintenance
Tactical Strategic
Mas
ter
Dat
a m
atur
ity
Organizational focus on Master Data
Standalone
Eliminate manual data entry and free up valuable resources.
Governed Broader rollout to the business without compromising governance & IT control.
Workflow Enabled Full automation of end-to-end processes for data creation, modification & maintenance.
Demonstration
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Central Governance o Repository o Policies/Procedures o Usage Logs/User
Management
Forms & Workflow o Web User Interface o Workflow o SAP Integration
Winshuttle End User Capabilities - Desktop
Desktop
Excel to SAP - o Mass Data Upload
Roundtrip o Extract-Change-Load
Finance - Journals o Validate/Park/Post o Single/Mass
Crawl / Walk / Run – Governance
Standardized and automated
processes
Limited automated processes and
manual data maintenance
Tactical Strategic
Mas
ter
Dat
a m
atur
ity
Organizational focus on Master Data
Standalone
Eliminate manual data entry and free up valuable resources.
Governed Broader rollout to the business without compromising governance & IT control.
Workflow Enabled Full automation of end-to-end processes for data creation, modification & maintenance.
Winshuttle Governance Platform
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Report & Audit • ROI Logging • Usage reporting
Process control • Credentials & Licenses • Centralized
configuration
Collaboration • Policy Manager • Revision management • Version control
Governance • Script & template
library • Workflow engine
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Central Governance o Repository o Policies/Procedures o Usage Logs/User Management
Forms & Workflow o Web User Interface o Workflow o SAP Integration
Winshuttle End User Capabilities- Workgroup
Workgroup
Excel to SAP - o Mass Data Upload
Roundtrip o Extract-Change-Load
Finance - Journals o Validate/Park/Post o Single/Mass
Crawl / Walk / Run – Forms & Workflow
Standardized and automated
processes
Limited automated processes and
manual data maintenance
Tactical Strategic
Mas
ter
Dat
a m
atur
ity
Organizational focus on Master Data
Standalone
Eliminate manual data entry and free up valuable resources.
Governed Broader rollout to the business without compromising governance & IT control.
Workflow Enabled Full automation of end-to-end processes for data creation, modification & maintenance.
Demonstration
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Central Governance o Repository o Policies/Procedures o Usage Logs/User
Management
Forms & Workflow o Web User Interface o Workflow o SAP Integration
Winshuttle End User Capabilities - Enterprise
Enterprise Excel to SAP - o Mass Data Upload
Roundtrip o Extract-Change-Load
Finance - Journals o Validate/Park/Post o Single/Mass
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Central Governance o Repository o Policies/Procedures o Usage Logs/User
Management
Forms & Workflow o Web User Interface o Workflow o SAP Integration
Winshuttle Developer Capabilities
Excel to SAP - o Mass Data Upload
Roundtrip o Extract-Change-Load
Finance - Journals o Validate/Park/Post o Single/Mass
Form & Workflow Developer Breakdown
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Create the Form
Record the Scripts
Publish to SharePoint Start the Process
Create the Workflow Process
Developer Demonstration
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Form & Workflow Development
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Create the Form
Record the Scripts
Publish to SharePoint Start the Process
Create the Workflow Process
Skill Set Overview
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POLL #2
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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28 Copyright Winshuttle 2015
Customer Use Cases
Customer Case Study • Challenges
– 420,000 UNIQUE changes to material master data per year – Merging and standardizing the material creation process across 13 EMEA countries.
• Solution
– Winshuttle
• Results – Streamlined data maintenance and improved data quality – Freed up resources to be used toward more value added tasks – Integrated company acquisition involving 10,000 parts in one weekend
• …literally would have taken months to complete
• “…faster response time directly translates into a more positive impact with our
customers. And with the man-hours saved, we’re able to redirect our focus toward more value-added initiatives.”
– Tim Nicholls, EMEA Material Master & Data Management Manager
• 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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Customer Case Study – Custom Reports
ConocoPhillips • Background:
– 3rd Parties Interacting with SAP Data – Data quality impacting operations – Volumes increasing – Demand increasing
• Goal: – Needed to do MORE with LESS and BETTER
• Solution: – Implemented Winshuttle in 2011 – 9 Winshuttle scripts (Prioritised Value vs Effort)
• Results: – Team of 5 increased output by 7 times – Errors reduced (validation) – Achieving MORE with LESS and BETTER – NOT Cutting COSTS but ADDING VALUE through REMOVING WASTE
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ConocoPhillips • Phase 2:
– Over time they solved the mass data maintenance and creation problem
– BUT – Errors persisted in the system – Low volume requests increasing in the
business o Adding people GUARANTEES
errors and delays – Automating to data collection and
simplifying for the data owners was the next step
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The Winshuttle Advantage The right data, in the right place, at the right time.
• Skillsets required – SAP Functional knowledge – Business Process knowledge
• Lean Solutions – 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
About Winshuttle
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Referenceable Customer Base Thousands of enterprise customers in more than 60 countries
Upcoming Events • UK & Ireland workshops: Lean Data Management for SAP
– London, 13th October 2015 – Manchester, 14th October 2015 – Bristol, 15th October 2015 To find out more & register: http://more.winshuttle.com/UK_Workshops_October2015_Register.html
• Dutch Winshuttle User Group, 's-Hertogenbosch (10th September 2015) http://www.ctac.nl/winshuttle-user-group
• SAP Data Management Conference, Milan (23rd September 2015)
http://more.winshuttle.com/evento-SAP-milan.html
• Lean Data Management Seminars: – Tallinn, 30th September 2015 – Copenhagen, 7th October 2015 http://crm.abovetarget.com/newprod/atdirect.php?evorg=adsotech
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Staying Current with Winshuttle Winshuttle Website:
www.winshuttle.com
Winshuttle TV:
www.youtube.com/user/WinshuttleTV
Connect with us on:
www.facebook.com/winshuttle www.twitter.com/winshuttle www.linkedin.com/groups/Winshuttle-955267
Winshuttle Blog: www.winshuttle.com/blog
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39 Copyright Winshuttle 2015
Thank You / Q&A Recording and Q&A to be mailed
Evan Schulz/ Sales Director, UKI Inderaj Sehmi/ Solutions Engineer
POLL #3
Is SharePoint used at your company – if Yes, which version? (Please select one) • Yes – SharePoint 2013 • Yes – SharePoint 2010 • Yes – Windows SharePoint Server (WSS 3.0) – MOSS 2007 • Yes – but I do not know which version our company uses • No – our company does not have SharePoint
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