1 Copyright Winshuttle 2015

Lean Data

Management

Your Speakers Today

Steve Spencer, Account Manager, Winshuttle

Sanaz Zarkesh, Solution Engineer, Winshuttle

2

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 ManagementThe right data in the right place at the right time

• Streamline processes

• Reduce cost

• Continuous Improvement

Make decisionsfaster

SAP

Run organisationbetter

Data

User

Productivity

Process

Automation

SAP Data Management

Winshuttle

Studio

Winshuttle

Foundation

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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14 Copyright Winshuttle 2015

Lean Data Management Demonstration

Sanaz Zarkesh | Solution Engineer

15

Excel to SAP -

o Mass Data Upload

User 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

Mast

er

Data

matu

rity

Organizational focus on Master Data

Desktop

Eliminate manual

data entry and free

up valuable

resources.

Governed

Broader rollout to the

users without

compromising

governance & IT

control.

Workflow

Enabled

Full automation of

end-to-end processes

for data creation,

modification &

maintenance.

Winshuttle Desktop Usage

Mass Upload

Maintain Data

Multiple Processes

17

DataMovement

Demonstration

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19

User 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

Mast

er

Data

matu

rity

Organizational focus on Master Data

Desktop

Eliminate manual

data entry and free

up valuable

resources.

Governed

Broader rollout to the

users without

compromising

governance & IT

control.

Workflow

Enabled

Full automation of

end-to-end processes

for data creation,

modification &

maintenance.

Winshuttle’s User Governance Platform

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21

22

User 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

Mast

er

Data

matu

rity

Organizational focus on Master Data

Desktop

Eliminate manual

data entry and free

up valuable

resources.

Governed

Broader rollout to the

users without

compromising

governance & IT

control.

Workflow

Enabled

Full automation of

end-to-end processes

for data creation,

modification &

maintenance.

Demonstration

24

25

User 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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User 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

Form & Workflow Developer Breakdown

27

Create the Form

Record the Scripts

Publish to SharePointStart the Process

Create the Workflow Process

Developer

Demonstration

28

Winshuttle Development - Desktop

Record

MapRun

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Form & Workflow Development

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Create the Form

Record the Scripts

Publish to SharePointStart the Process

Create the Workflow Process

Skill Set Overview

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32 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 AdvantageThe 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 BaseThousands of enterprise customers in more than 60 countries

Staying Current with WinshuttleWinshuttle 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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40 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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