How can automating seemingly simple SAP master data processes lead to big results for your business? See how Automate Studio can help save time and money by streamlining materials management.
We’ll also show you a real-world success story, and walk through how one customer, Dorman, saved hundreds of thousands of dollars by automating a single process.
In this session, we will discuss:
- The challenges with SAP materials management
- Why Excel to SAP automation is a good fit for materials management
- How Automate Studio drives results
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Doing More With Less: Improving SAP® Master Data Processes with Excel to SAP® Automation
1. Doing more with
less: Improving SAP
master data processes with
Excel to SAP® automation
Andrew Hayden | Precisely
Sigrid Kok | Precisely
Session 1: Agility and Resiliency series
9. A complete automation platform
Excel to SAP
Exchange data with SAP
quickly and easily using
Excel
Form & Workflow
Automate and accelerate
SAP business processes
with integrated forms and
workflows
Excel Workflow
Automate and accelerate
SAP business processes
through Excel file
management workflows
Process
Automation
Data
Automation
10. Precisely Automate Platform
WORKFLOW-ENABLED PROCESS AUTOMATION
Automate and streamline SAP processes using
workflows
• Advanced form and workflow capabilities
• Advanced data stewardship capabilities via web forms
• Data automaton and management (Excel – SAP)
• Extensive Audit and ROI reporting
• Detailed process analytics
• Process governance
• Centralized management
• Server-side file management and execution
• Attended or unattended automation
• Business-focused, low-code environment
Business users work
in Excel or web forms
Automate Evolve Automate Studio
STANDALONE DESKTOP
Exchange data with SAP quickly and easily using
Excel
• Data creation and maintenance
• Data migration
• Operational reporting
• Data stewardship
Business users work in Excel
+
11. Automate
Studio
The right capabilities
to get SAP work done
faster and improve
data quality.
11
Mass create
& update
using Excel
Data
stewardship
Low-code /
No-code
design
Deep SAP
integration
12. What you can do with Automate
Studio
Create
operational
reports
Automate
any SAP
business
process
Streamline data
migration and
conversions
13. Automate any SAP business process
Plant
Maintenance
Master data
creation &
maintenance
Invoicing
Sale
orders
Journal
entries
Personnel
updates
Mass
pricing
changes
15. Make an impact across your SAP
landscape
Financial
Accounting
Controlling Sales and
Distribution
Materials
Management
Plant
Maintenance
Asset
Management
Project
Systems
Production
Planning
Quality
Management
Human
Resources
16. Get work done faster
in SAP
Improve data quality
Better process governance
Get happier employees
Make an impact at scale
Get to value fast, at a low
TCA
Achieve more, with less
Drive business results
and accelerate digital
transformation
17. The global leader
in data integrity
software
Our data integrity
software, data enrichment
products, and strategic
services deliver accuracy,
consistency, and context
to power confident
business decisions.
Brands you trust, trust us
Data leaders partner with us
of the Fortune
100
99
Customers in more than
100
2,500
employees
customers
12,000
countries
Integrate
Enrich Locate
Verify
Data
Integrity
Suite
18. Let’s continue the
conversation…
Contact us
Set up a 30-minute
personalized demo
+1-877-700-0970
“Get in touch” on
www.precisely.com
www.precisely.com
Demos
White Papers
Case Studies
[Used as an opening slide to all presentations – this is why Precisely Automate exists – to help business teams in the largest organizations in the world make a real impact, whether it’s at a personal, departmental or company level. Craft your own “Precisely Why” story to tell here.]
Talk track:
Coming out of the pandemic, many of the critical needs our companies have are the same as they were before the pandemic, but now there is a more urgent need to address them before we are faced with another sudden, existential disruption.
Talking with our customers we believe the three core needs that companies have, which can be addressed by automation are:
1.) The need to be more agile, with the ability to pivot and adapt when our businesses or markets are disrupted.
2.) We continue to need to go faster to meet competitive threats and keep up with the ever-accelerating changes we see in the marketplace
3.) We need to do these first two while improving the quality and integrity of our most important data – our master data. Since data has become the fuel we use to make critical business decisions, we need to make sure that it is of the highest quality and that we can rely on it.
This quote does a great job of summing up the importance of data in executing digital transformation. It sets up our discussion for the interdependence of process and data and sets Precisely apart from many of the other process automation providers.
[This slide can be used and adapted for many different scenarios to explain where Precisely Automate fits into a customer landscape.]
[This slide can be used and adapted for many different scenarios to explain where Precisely Automate fits into a customer landscape.]
Our Automate platform delivers a complete set of automation capabilities from data automation to complex process automation.
Data automation enables you to automate mass data creation and management activities such as pricing or materials changes using Excel.
On the process automation side
Excel workflow enables you to manage the data automation files through a complex workflow. A prime example of Excel workflow is for journal entries in finance. There is a good chance that you are already managing your journal entries in Excel. Excel workflow allows you to manage these Excel files through a contingent review and approval process that uses your business rules to determine the routing and approval process. And once the final approval is received, the data is automatically posted to SAP. No manual data entry at the end of the process.
Buying in to the Automate Platform gives you the combined capabilities of Evolve and Studio to deliver end-to-end automation for complex, data-intensive SAP-centric processes. When you adopt a Hyperautomation strategy as the heart of your digital transformation efforts, the Precisely Automate platform gives you a solid foundation on which to achieve tangible, measurable digital transformation and business goals.
In a few minutes we’ll talk more about the capabilities of the Precisely Automate platform and how they deliver on the promise of Hyperautomation.
Note to sales:
Edit this slide to tee up your demo. You can also come back to it and the end of the demo to recap on what you’ve showed.
[Note to sales:] Use this slide for a summary of Automate Evolve high-level benefits. Great to use after a high-level intro demo.
Questions?
Can you also do Vendor and Customer masters too?
I’m on S4 Hana will this work with my system?
I have custom fields in my material master, does this work for those?
We often have fields that the business is missing can you make them require even if SAP doesn’t require them?
We would love to speak to you in more detail about your product data processes and how we can help you make an impact to your business , so please feel free to reach out to us.