excel-to-sap processes - z option modules: fi/ co/ sd/ mm/ ps and many more glsu customer since:...

Customer Case Study:

How Kellogg’s Maximized Their

Excel-to-SAP Processes

November 2013 | Welcome to Today’s Session

Introductions

Tim Curtin

Solutions Specialist,

Z Option, Inc.

Laun Adams

Manager Financial Integrations,

Kellogg Company

Agenda – In this session

Wrap - Up

Questions & Answers

GLSU

Z Option Information

Kellogg’s

• Located in Lewisville, Texas

(Near Dallas, TX – U.S.)

• Formed in 1998 by accountants and

programmers

• SAP software solution partner

• Customers of all sizes and industries,

worldwide

About Z Option

Z Option has hundreds of customers

with thousands of users worldwide.

For a more complete list of our

customers, visit www.zoption.com.

Software Tools

Free trial

Start posting documents in a few hours with a free remote

installation service

GLSU uses standard SAP authorizations

Reduce support and development costs

Powerful, flexible, user-friendly solutions


Wrap - Up

Questions & Answers

GLSU


Kellogg’s

About Kellogg’s

With 2012 sales of $14 billion, Kellogg Company is the world’s

leading producer of cereal and convenience foods, including

crackers, chips, toaster pastries, cereal bars, frozen waffles,

and meat alternatives.

For more than 100 years, innovation and commitment to being

the best in the categories in which we compete has guided

Kellogg. From being the first company to offer premiums in our

cereal boxes to being the first to fortify our cereals, Kellogg

has historically been a leader in industry, innovation and

marketing.

™

About Laun Adams

With a background in SAP general ledger processes

and financial statement preparation, Laun leads many

continuous improvement projects for the Kellogg North

American Financial Service Center.

As the Manager of Financial Integrations, he is

responsible for aligning the SAP general ledger

processes for all change initiatives, including leading the

GL cutover work for the recent Pringles acquisition. ™

Kellogg’s – SAP Environment

First implemented SAP R/3:1995

Current SAP version: 6.0 New GL

SAP Modules: FI/ CO/ SD/ MM/ PS and many more

GLSU Customer since: 2003

Process Before GLSU: In-house designed program

™

Kellogg’s – Typical Uses of GLSU

Accruals

Foreign currency transactions

Payroll uploads

Data uploads

CO-PA adjustments (B records)

Ad-hoc entries

Kellogg’s – Favorite Benefits of GLSU

Easily customized for a variety of situations

Quick validation of large amounts of data

Much easier to use than standard SAP

Easy to learn / easy to implement

Dropped header functionality

™

Case Study – Kellogg’s

Issue: Moving data from one system

to another – each transaction in old

system must continue to be a single

transaction in new system.

Result: Individual line items booked

in SAP using standard excel tips and

tricks quickly and efficiently.


Line item data in one

SAP system

needing to be booked in another


Individual transaction on a general journal entry template


Data copied into spreadsheet and reformatted for

new system


Data copied into standard entry area


Data sorted, individual docs posted, and support attached


Wrap - Up

Questions & Answers

GLSU


Kellogg’s

Current Challenges

Non-flexible upload tool

Errors on large journal entries

New implementations

Multiple currencies

Cross company postings Large external file uploads

SAP upgrade

Mergers/acquisitions

Multiple vendors

Month-end closing process

Key Features of GLSU

Easy user interface

Leverage existing Excel skills

Pre-validation of data before posting

Master data lookups

Post more than 1000 lines Post directly from the

spreadsheet

Flexible layouts

SAP document numbers returned

Attach source workbook to posted document in SAP

Post multiple documents from one worksheet

GLSU Common Uses

Attach source document (entire workbook)

Misc. vendors

Multiple currency entries

Cross-company transactions

COPA Payroll

Travel and expense process

P-cards (ie. Phone bills, lease payments)

Accrual entries

Acquisition/Migration (moving legacy information)

Customer Comments

“We’ll have been using GLSU for two years and I cannot tell you what a positive impact it has had on

our finance users.” – Director

“Since implementing GLSU, we’ve managed to achieve our goal of a [much shorter] closing, down from

8 weeks.” – ICT Officer, FI Unit

“There is simply no limit to how you can use GLSU if you’re familiar with Excel.” – SAP Business

Analyst

“We use GLSU to improve overall productivity.” – Senior Accountant

“SAP is dynamic, my clients’ businesses are dynamic, and they need dynamic tools like GLSU.” –

Independent SAP Consultant

Review customer success stories and published articles at www.zoption.com.

Customer Success Stories

“With GLSU, we save time and money.” – FI

Project Manager

“[GLSU] is the best of both worlds. We get the functionality of

SAP software and the user-friendliness of the Microsoft Excel

front-end.” – Manager of Finance

“With GLSU, we don’t have to maintain the

software, and it gives us better

flexibility with more options.” – IT

Project Manager

“As accountants, we know Microsoft Excel

very well – so the more we can do in spreadsheets, the

more productive we can be.” – Accounting

Manager

GLSU has increased our data integrity on

all levels, from finance to marketing. Users have commented on the quality, volume,

and accuracy of data.” – General Accountant

GLSU

Maintain Your Security

Reduce Your Costs

Empower Your Users

Increase Your Productivity


Wrap - Up

Questions & Answers

GLSU


Kellogg’s

Questions & Next Steps

Contact Information:

www.zoption.com

972-315-8800

Tim Curtin – Z Option

[email protected]

Laun Adams – Kellogg’s

[email protected]


Wrap - Up

Questions & Answers

GLSU


Kellogg’s

Wrap-Up

Thank you for joining us for today’s

session.

Please contact us if you have questions or

would like additional information.

Disclaimer

SAP, R/3, mySAP, mySAP.com, SAP NetWeaver®, Duet™®, PartnerEdge, and other SAP

products and services mentioned herein as well as their respective logos are trademarks or

registered trademarks of SAP AG in Germany and in several other countries all over the

world. All other product and service names mentioned are the trademarks of their respective

companies. Z Option is neither owned nor controlled by SAP.

excel-to-sap processes - z option modules: fi/ co/ sd/ mm/ ps and many more glsu customer since:...

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