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RPA for SAP 101

Automate your financial SAP processes

with Winshuttle’s RPA for SAP

Copyright Winshuttle 2017

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Jay JunttiSolution Marketing

Winshuttle

Seattle

Tim WoodhouseStrategic Sales – Shared Services & GBS

Winshuttle

London

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POLL #1

What is your personal familiarity with RPA?

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Scripting tools

Screen scrapers

Robotic process automation

Cognitive intelligence

Machine intelligence

Artificial intelligence

Cognitive learning technology

Autonomic platforms

Cognitive computing

Business process management

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Defining RPA and IA

Robotic Process Automation (n)Software used to capture and interpret existing applications for the purpose of automating transaction processing, data manipulations, and communication across multiple IT systems1

Intelligent Automation (n)Automate non-routine tasks involving intuition, judgment, creativity, persuasion, or problem solving2

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3 Characteristics of RPA

No programming skills neededBuilt for business users so they can easily drag-and-drop or configure as needed to fit their process, without any coding

Interfaces with existing systemsAccesses current software and systems

Scalable for enterpriseRespects requirements for security and governance

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Use Cases for RPA

Vendor payments

Journal entries

Vendor inquiries

Asset depreciationComplexity

Occurrence

Customer invoices

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Practice vs Implementation

QuotesPurchase

OrdersReceiving

Invoicing/

PaymentReporting

Supplier

Management

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Hope vs Reality

Extensive investment

Built for many processes

Technical debt for users

Longer time to value

vs

Built for your use case

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POLL #2

Is your organization currently using RPA?

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Elements for Successful RPA Orchestration

UsabilityArchitecture Integration Exception handling

Security Configuration features

Deployment features

Vendor support & documentation

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Winshuttle SAP centric RPA

Faster

More robust & higher quality result

Lower cost & business user driven

1,000’s of successful customers

Core RPA Core RPA + BPM

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Load data from ExcelDevelop fast automation

No ProgrammingAudit Compliant

Portable automationsSecure & ReliableDoesn’t rely on IT

much more…

LSMW ReplacementFinance

Accounts PayableAccounts ReceivableAccruals/Deferrals

GL Postings/Adjustmentsmany more…

System of Record Integration

Data MovementData qualityDashboards

Process AutomationProcess Management

much more…

Application Data Management

Master Data Management

Mass data changesData migration

Data integrationMass data entry

Data maintenanceReal-time ad hoc

reportingmany more…

Record to ReportOrder to CashProcure to PayHire to Retire

Plan to ProduceAcquire to Retire

Issue to Resolutionmany more…

General purpose ERP automation

ERP

Data Management Robotics Data Workflow & Governance

SAP Centric RPA – Any Process – Any T-code

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What is different about SAP centric RPA?

Generic RPA

Built for many processesSlower, less accurate and reliable, varying data locations, harder to change & maintain

Extensive investmentHeavy professional services investment, licensed per bot, more difficult to cost-justify

Technical debt for usersComplex, requires user training

Longer time to valueProject-driven implementation, requires months to automate, test & deploy

Deep SAP integrationFast, accurate, reliable, data coordinates, easy change & maintain

Low-cost user empowerment User implementation, licensed per named user, ongoing automation

Excel application deploymentFamiliar tools with no heavy infrastructure or system programming

Quick, high ROICan automate, deploy and return value in a day

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IT

Collect dataRuns solution

BUSINESS USERS

Develops new solution

Traditional model for automation

Make improvements

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Empowering the business to do more

IT

Collect dataRun scripts

Develop new scriptsMake improvements

BUSINESS SUPER USERS BUSINESS END USERS

Builds scripts orGoverns usage

WINSHUTTLE

How To Create A Robotic Process? ‘Record and Map’

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Authoring - Map

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Authoring - Map

WINSHUTTLE

Robots & CobotsCobot: "Collaborative robots are complex machines which work hand in hand with

human beings. In a shared work process, they support and relieve the human operator.''

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Email/Lights Out

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Cobot (Multiple Automation)

Master Data

Material , Source List and Purchase Info Record Creation in an automated process

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1. Create invoice

SAP Tcode:VF01

Based on the previously created sales order and delivery note the agent creates the invoice

2. Block invoice

SAP Tcode:VF02

To avoid issuing and sending the wrong invoice they block the invoices from being sent to client

3. Create return sales order

SAP Tcode: VA01

Agent creates a “return” Sales Order with the amount to be returned/cancelled referring to the original

Sales Order. The amount is an input from the step 1

Delivery cancellation process

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4. Create return delivery

SAP Tcode:VL01N

Agent creates the “return” Delivery Note for the amount to be returned/cancelled based on the Return

Sales Order the

5. Create return invoice

SAP Tcode: VF01

Agent creates the invoice for the return Delivery Note

6. Confirm execution of request

SAP Tcode: Z0425_WFBL_REPORT

After steps 1 - 5 done agent modifies the status of the original request to completed and fills in certain

fields based on the nature of the request (cancel, partial return, etc.)

Demo

Correct Data Ensures Automation“…coupled with a shift in the market toward transformative projects where buyers take an end-to-end perspective and where data curation is becoming a central theme of optimizing service delivery.”Source: Horses For Sources 2017

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SmartTable DemoTable that supports a group of related records in a web form

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SmartTable DemoTable that supports a group of related records in a web form

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WINSHUTTLE

Measure and Understand ‘Dashboards & BI’

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3838

Top master data transactions automated

T-Code T-Code description Number of customers

Processing time saved by

automation

MM02 Change Material 751 86.52%

MM01 Create Material 630 88.20%

XD02 Customer Change 440 79.80%

VK11 Create Condition Records 408 78.60%

XK02 Vendor Change 392 86.70%

XD01 Customer Create 341 93.60%

VK12 Change Condition Records 242 77.80%

KS02 Change Cost Center 178 74.60%

KS01 Create Cost Center 177 94.00%

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Top finance transactions automated

T-Code T-Code description Number of customers

Processing time saved

by RPA

AS02 Change Asset 240 85.00%

FB50 Enter G/L Account Document: Company

Code XXXX

219 95.80%

FB01 Post Document: Header Data 211 95.20%

AS01 Create Asset 191 88.50%

FB60 Enter Vendor Invoice: Company Code XXXX 172 95.20%

FD32 Customer Credit Management Change 164 82.40%

FB02 Change Document 153 76.90%

KO01 Create Internal Order 120 93.40%

F-02 Enter G/L Account Posting: Header Data 113 92.90%

FB70 Enter Customer Invoice: Company Code

XXXX

91 95.60%

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“This comprehensive report describes an actionable set of eight elements required for successful RPA orchestration.”

Link provided to you following today’s webinar

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Join us for our next webinar on RPA

Contact us

Set up a 30 minute personalized demo

US: 1-800-711-9798UK: +44 (0) 208 879 5400

info@winshuttle.com

RPA for SAP: Best Practices for Success

Featuring Vodafone and Novacon

January 2018

winshuttle.com/events

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Q&A

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Thank you Visit winshuttle.com for more information