how idexx uses winshuttle to improve pricing and finance master data automation … ·...
TRANSCRIPT
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How IDEXX uses Winshuttle to
improve pricing and finance master
data automation in the Veterinary
industry.
Jennie CorkumAccounting Supervisor I, IDEXX
Vanessa KutasiRQA Specialist I, IDEXX
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➢ Introduction
➢ The Challenge
➢ The Solution
➢ Benefits, Lessons Learned & Future Plans
➢Q&A
Agenda
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World leader in veterinary diagnostics
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IDEXX purpose: To be a great company that creates exceptional long-term value for our customers, employees, and shareholders by enhancing the health and well-being of pets, people, and livestock.
➢ Running SAP since 1996
➢ Upgraded to SAP HANA in
August 2017
➢ 7,000+ employees WW
➢ In more than 175 countries
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About Us
33 years combined IDEXX
Experience
Similar career paths within IDEXX
Winshuttle users since 2016
Vanessa Kutasi
Regulatory & Quality Assurance (RQA)
Document & Record Control
20YRs using SAP
20YRs with IDEXX, Westbrook (HQ)
Enjoy: Family time, hiking, movies
Jen Corkum
Finance Shared Services
Processes & Solutions (P&S)
13YRs using SAP
YRs with IDEXX, Westbrook (HQ)
Enjoy: Family time, camping, fishing
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Challenge – Engagement, Empowerment, Fulfilment
➢ Business needs growing
➢ Master material and pricing data lacking automation.
➢ Customizing the experience
➢ Having one process that customizes the end result for many
different yet similar processes.
➢ So much “if this, then that”, how do we maintain accuracy?
➢ Process knowledge is tribal
➢ System knowledge/functionality demands are high although we
are not an IT based team
➢ “Just make it happen” mentality from requestors can make tasks
daunting.
➢ Employees leaving work “blurred vision” and “mushy minds”
➢ Data manually keyed
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Old Messy Process
Material
Pricing
Index
Material Pricing
in SAP
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Solution Requirements -What do we need to help ourselves??
➢A program that integrates with SAP
➢Upload & Export
➢Reduce dependency on IT departments
➢Time & cost savings
➢Simple & user friendly
➢Push button solution
➢Empower employees to make improvements that matter to them
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Solution – Let WINSHUTTLE do it for you!
➢Winshuttle is the obvious choice
➢Provide internal customers with templates for data entry submission requests
➢Controls over data entry requirements
➢Access SAP using individual credentials
➢Quick “hands free” processing
➢Back up data files auto-generated
➢Adjustable scripts for on the go change needs (which IDEXX lives by!)
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New and IMPROVED Process
Material
#
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Results
RQA - (VK11)
➢ Change Order Process (Pre WS)
➢ Submission to approval (approx.)
➢ 15 days
➢ Implementation time (approx.)
➢ 4 hours
➢ Annual Savings (approx.)
➢ $40K
➢ 2K hours
➢ Over 2M records
P&S - past year usage (approx.)
➢ VA01 (Credit & Debit Creation)
➢ Records Processed 9,500
➢ Time Savings 120 hours
➢ Cost Savings $3,000
➢ XD01 (Customer Master File)
➢ Records Processed 20,000
➢ Time Savings 625 hours
➢ Cost Savings $14,500
➢ Approx. $18k saved last year across only 3 transaction codes!
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Results cont.
➢ Empowerment➢ Individuals involved in the creation of their scripts/templates for bulk and mass uploads➢ Without even realizing we are also learning more about system functionality at script
creation level
➢ Engagement➢ A mundane and sometimes “boring” role turned into smiles➢ HUGE moral booster
➢ Innovation➢ “Whoops” moments that would require hours of keying are quickly fixed with a couple of
adjustments to existing scripts➢ Crisis averted! **Fulfillment**
➢ Data Governance➢ Accuracy has improved, resulting in better customer experiences
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Ah ha! moments
➢ We have the time to work on process improvements, which is what we enjoy!
➢ IT loves that we are not relying on them as much ➢ Oh, how the tables have turned in
some cases ;)
➢ Think outside the box when creating a script➢ IDEXX has a lot of SAP customization
that has created some difficulties with script creations
➢ Support Staff at WS is AMAZING
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What’s next
➢Create transaction scripts for additional tasks/lines of business
➢Explore adjusting processes to better fit Winshuttle capabilities
➢Continue to grow Winshuttle user base
➢Leverage existing SharePoint application to link with Winshuttle
➢Spread the love
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Thank you Remember to complete your session evaluation!