Increased Productivity and Improved

Standardization for Global Processes

Tanya Allgood - Global Business Services Marketing Finance

Agenda

• About

• Business Challenges and Potential Solutions

• Transformation and Time Savings• North America MEM

• Global Finance Operations

• Benefits

• Considerations

• Next Steps

Tanya Allgood

• Global Business Services Marketing Finance Manager – Systems and Processes

• Joined The Coca-Cola Company in 2010

• Support Coca-Cola North America Marketing and Finance, as well as Global Finance Operations

• Drive Coca-Cola North America Marketing process transformation and standardization

• Became a Winshuttle user in 2008

Corporate /North America

(Atlanta)

Africa

(Johannesburg)

Asia Pacific

(Manila, Shanghai, Tokyo)

Latin America

(Buenos Aires, Mexico, Rio, San Jose)

Europe, Eurasia

(Drogheda, Warsaw, Brussels, Istanbul)

Marketing Expense Management(MEM) consist of 4,000 associates in 100 countries

Global Finance Operations (GFO) consist of over 500 associates in 47 countries

Business Challenges

• Non-Standard data collection methods

• Manual data entry in SAP

• Sunset of legacy systems

• IT and Business resource constraints

• Manual processes and approvals

• Inefficient use of time and resources

• Audit issues

What are the options?

• Continue in current state• Customize SAP• Build “Homegrown” applications• Evaluate 3rd party tools

North America MEM Transformation with Winshuttle

• YMEMPO01 - PO Creation • Mass creation of POs from Lotus Notes data export (sunset)

• Web form with workflow directly to SAP

• YMEMPO02 - PO Change• Web form with workflow directly to SAP

• ME22N – PO Close• Web form with workflow directly to SAP

• Mass updates via Transaction Script and Excel Template

• YMEM01 - Campaign Creation• Mass creation of planned campaigns for upcoming year

Purchase Order Request Transformation

Legacy System WS & InfoPath

North America MEM Transactional Time Saving

2014 PO Creation/Change/Close Requests (MEM North America)• October YTD savings of 1,396 hours or 35 weeks of manual data entry.

• Creation 7,700• Change 2,500• Close 1,100

• November/December estimate 520 hours saved or 13 weeks.• Total turnaround time reduced by 71.5 hours per request.• Estimate 15,000 total PO Creation request for 2015

2014 Business Plan Campaign Creation Request• 1,100 Campaigns Created

• Total end to end time to process the 75 Excel template files - 30 hours • Estimated time to create manually - 240 hours

Global Finance Organization Transformation with Winshuttle

Journal Vouchers• SE16 – to see if vendor requires WH tax

• FSS3 – to capture the field status group

• F-02 – Post Journal Voucher – 95% of Journals

• F-05 – Post Non-Translatable Journal Voucher

• F-05 REV – F-05 Post with Reference & Reversals

• FBR2 – Reversals of F-02 Journal Vouchers

• FB41 - Allows posting of specific Tax Journals

JV Submission/Creation -Journal Request Tool (Legacy system)Requestor

• Requests by Phone, Email or legacy system

Approver

• Hard copy signatures or Legacy system approvals by management

Processor

• Processor re-keys approved journal into SAP

• Processor closes out the request

Issues:

• No single request tool

• No validation of data upfront

• No consistent approach to supporting documentation

• No performance metrics

Issues:

• Manager creates a bottleneck in the process (increased turnaround time)

Issues:

• Info only validated at this point in the process

• Inefficient process of re-keying information

• Audit issues stemming from inconsistent processes

JV Request on SharePoint –Excel and Winshuttle

Global Finance OperationsJournal Voucher Transactional Time Savings

2014 Journal Requests (4 Geographies)

• Created 36,000 uploads in SAP Jan – June 2014.

• “Right First time” metrics 93% YTD.

• Turn around time reduced by 12 hours per JV.

• June YTD transactional savings of 3,080 hours or 77 weeks of manual data entry.

Additional Benefits

• Business developed and owned solutions

• No SAP programming or IT release deadlines

• Increased data standardization and integrity

• Central SharePoint sites for each business area

• Request data captured in SharePoint list can be exported for reporting

Things to Consider• Business driven initiatives that require support and input from

other departments• IT support• Audit and Compliance

• Close collaboration with Winshuttle• Web form controls and functionality• Excel templates with workflow • Future Winshuttle, SharePoint, and Microsoft Office upgrades• Browser compatibility – Windows vs Apple• SharePoint archiving• Infrastructure and database performance management

Next Steps• Continued platform stabilization

• Continued archiving

• Upload attachments to SAP/OpenText

• Additional Use Case Scenarios

North America MEM Finance

Purchase Requisitions 3rd party billing

Budget Shifts Intercompany Billing

Goods Receipts Recurring Journals

Funds Reservations Price Master Data

Material Master Data

Questions???