1 Copyright Winshuttle 2015

Lean Data Management

Your Speakers Today

Evan Schulz, Sales Director, Winshuttle Sanaz Zarkesh, Solution Engineer, Winshuttle

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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

We will be sending the link to the recording of this presentation later this week

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Today’s Webinar

Agenda Winshuttle Lean Data Management (10)

Demonstration (35)

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

• Streamline processes

• Reduce cost

• Continuous Improvement

25% BAD

Decisions

ERP Data

Operations

Everything is Connected Data is the lifeblood of any organisation

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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• Reduced Material Master Creation process from 28 days to 14

• $1M annual savings • Many more millions incremental revenue

Add Value

Improve SLAs, become more strategic.

Flexibility

Make continuous improvements.

Quality

Improve inefficient processes.

Data Collection Data Validation Data Movement

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Apply Lean to your ERP

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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 Management

• Fixed Asset Creation & Change

• Budgeting & Planning

• Profit / Cost Centers

• AP/ AR Posting

• 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

• Quotation/ Sales Order Entry & Processing

• Contracts Management

• Shipping/ Delivery Notes

• Customer Invoices

• Credit Management

• Many more…

• Create & Maintain Requisitions

• Purchase Order Creation & Maintenance

• Production Planning

• Good Receipting

• Pricing Condition Changes

• Many more…

Procure-to-Pay

And more!

Record-to-Report

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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16 Copyright Winshuttle 2015

Lean Data Management Demonstration Sanaz Zarkesh | Solution Engineer

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Excel to SAP - o Mass Data Upload

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

Winshuttle’s Deployment Options

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

Desktop

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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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

Winshuttle’s Deployment Options

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

Desktop

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’s Governance Platform

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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- Governance

Excel to SAP - o Mass Data Upload

Roundtrip o Extract-Change-Load

Finance - Journals o Validate/Park/Post o Single/Mass

Winshuttle’s Deployment Options

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

Desktop

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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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 - Workflow

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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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

Winshuttle Development - Desktop

Record

Map Run

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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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33 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

The Winshuttle Advantage The right data in the right place at the right time • Skillsets required

– SAP Functional knowledge – Business Process knowledge

• Agile Development – 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

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About Winshuttle

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Referenceable Customer Base Thousands of enterprise customers in more than 60 countries

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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41 Copyright Winshuttle 2015

Thank You / Q&A Recording and Q&A to be mailed

Evan Schulz/ Sales Director, UKI Sanaz Zarkesh / 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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