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1 Copyright Winshuttle 2015
Lean Data Management 12 May 2015
Your Speakers Today
Evan Schulz, Sales Director, Winshuttle Sanaz Zarkesh, Solution Engineer, Winshuttle
Introduce Yourself to Us!
Time to Answer Polling Question 1 of 3
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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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Agenda Winshuttle Lean Data Management (10)
Demonstration (35)
Customer Case Studies (5)
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Summary and Q&A (10)
Please use the GoTo Meeting Question & Answer Panel to ask your questions during the webinar
Please participate in our POLLS during the webinar
We will be sending the link to the recording of this presentation early next week
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Today’s Webinar
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
Incorrect Delivery Addresses
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25% BAD
Decisions
ERP Data
Operations
Data Growth
Delays & Errors
Everything is Connected Data is the lifeblood of any organisation
Constant Activity
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Direct costs Indirect costs
Delays / errors
Speed / accuracy
Data Management “Tax”
• Reduced Material Master Creation process from 28 days to 14
• $1M Cost Savings • Tens of Millions in incremental revenue
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FMCG Customer
Speed
Don’t delay critical business activities.
Flexibility
Make continuous improvements.
Quality
Avoid costly business interruptions.
Data Collection Data Validation Data Movement
Reduce the Data Management Tax
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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
• Assets
• Budgeting
• Profit Centers
• Cost Centers
• 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
• AP/AR Posting
• Budgeting & Planning
• Closing Books
• Journal Entries
• Incoming Payments
• Expenses Claims
• Fixed Asset Creation & change
• Many more…
• Create & Maintain Requisitions
• Purchase Order Creation & Maintenance
• Sales Order Management
• Production Planning
• 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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17 Copyright Winshuttle 2015
Lean Data Management Demonstration Sanaz Zarkesh | Solution Engineer
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Excel to SAP - o Mass Data Upload
Central 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
Crawl / Walk / Run – End User Experience
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
Standalone
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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Central 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
Crawl / Walk / Run – Governance
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
Standalone
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 Governance Platform
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Report & Audit • ROI Logging • Usage reporting
Process control • Credentials & Licenses • Centralized
configuration
Collaboration • Policy Manager • Revision management • Version control
Governance • Script & template
library • Workflow engine
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Central 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- Workgroup
Workgroup
Excel to SAP - o Mass Data Upload
Roundtrip o Extract-Change-Load
Finance - Journals o Validate/Park/Post o Single/Mass
Crawl / Walk / Run – Forms & Workflow
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
Standalone
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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Central 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 - Enterprise
Enterprise 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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Central 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
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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
Customer Case Study Maersk Global Service Centres (GSC) 9 SSC customers within A.P. Møller Maersk Captive SSC Phase 1Overview – 11 months into deployment Locations: Pune, Chennai, Chengdu, Manila Initial User Base: 170 Processes (Tcodes) Supported: 19 Benefits Received 60 FTE savings 100% + ROI Case Study Video – Karsten Lund (URL) Conference Speaker Session Video – Christian Salling (URL)
“We’ve realized substantial savings from Winshuttle, and with no application performance issues. And with Winshuttle’s simple interface, we’ve actually seen increased usage in SAP which means a higher ROI on our ERP investment.”
Maersk Line: F-28 Processing
Receive data from location in excel via
Format the data, check for missing information
Select payment
application scenario
Post payment through F-28 t-code manually field by field
Investigate not posted transactions and correct
the data
Repost payment
application manually field
by field
150 sec per transaction
Script Scope of the script No. of transaction Main Challenges
F-28 Post Incoming Payment
0.50 Million Change from investigation done line by line to bulk checking.
Receive data from location in Winshuttle
template
Run Winshuttle script for the batch (bulk
data)
Investigate not posted transactions and correct
the template
Rerun Winshuttle script on errors
(bulk data)
15 sec per transaction
Original Process
Winshuttle Process
Customer Example Data Governance: • Background
– Early SAP adopters, as part of Eastman Kodak Company – Global design shaped by early SAP functionality – 78 company codes in 43 countries and 19 different languages – Legacy Lotus Notes database applications to manage data change requests
• Goal – Long term plan to replace Material, Customer, Vendor and Pricing request processes in Lotus
Notes legacy application
• Solution – Implemented Winshuttle April 2012 – 2.1m transaction records have been uploaded using 308 scripts covering 63 different SAP
transactions by 25 users and counting – Identified use of forms & workflow for Material Master in July 2012
• Results – Within 4 weeks of starting the project they had a fully live US Dental Material Master Request
(MMR) process
“Winshuttle has been a great investment for Carestream. It allows us to build our platform for master data management in a modern way with tools that integrate into the back office seamlessly. We look forward to continued growth in the forms and workflow areas!” Mary Farmer, Carestream
The Winshuttle Advantage The right data, in the right place, at the right time.
• Skillsets required – SAP Functional knowledge – Business Process knowledge
• Lean Solutions – 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
Winshuttle Crawl/ Walk/ Run
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Standardised and automated
processes
Limited automated processes and
manual data maintenance
Tactical Strategic
Org
anis
atio
nal m
atur
ity
Organisational focus
Standalone Eliminate manual data entry and free up valuable resources Capabilities • Mass maintenance in Excel • Ad-hoc queries to Excel or
Access
Governed Broader rollout to the business without compromising governance Capabilities • All Desktop capabilities • Basic workflows on Excel
files • Usage governance and
administration
Workflow Full automation of end-to-end processes for data creation and modification Capabilities • All Workgroup capabilities • Web forms • Custom workflows for
web forms and Excel files • Server-based execution • Process analytics
About Winshuttle
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Referenceable Customer Base Thousands of enterprise customers in more than 60 countries
Upcoming Events – UK & Ireland • Workshops: Lean Data Management for SAP
– London, 9th June 2015 – Dublin, 10th June 2015 Hear success stories including pharmaceutical company; Uniphar Group and
electrical manufacturer; Techtronic Industries – makers of AEG, RYOBI, Milwaukee and more!
• Public Sector Workshop – London, 8th July 2015 Hear success stories including Southwark Council, Birmingham City Council
& Staffordshire County Council.
For further information & to register visit: http://more.winshuttle.com/Winshuttle-Upcoming-Workshops-2015.html
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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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45 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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