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Process Automation Trends in SAP® Supply Chain for 2023

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Process Automation Trends in SAP® Supply Chain for 2023

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As global supply chains continue to struggle due to ongoing disruptions, the need for process automation with SAP® supply chain processes has never been more pressing.


We recently sponsored a research study from SAPinsider, Process Automation in Supply Chain Benchmark Research Report, that sought to provide new insights and trends on how process automation can help to build robust supply chain capabilities required for today’s complex supply chain.


In this webinar, we will review this research report and discuss the top priorities for automation and the challenges it presents. Based on these results we will also discuss how Precisely Automate can address many of these challenges and help you achieve results in today’s challenging business environment.


Specifically, we will talk about:
·        The current state of automation in supply chain
·        The importance of resiliency and agility in managing dynamic supply chains
·        Top strategic areas for process automation in supply chain
·        How Precisely Automate drives automation success in SAP® supply chain processes

As global supply chains continue to struggle due to ongoing disruptions, the need for process automation with SAP® supply chain processes has never been more pressing.


We recently sponsored a research study from SAPinsider, Process Automation in Supply Chain Benchmark Research Report, that sought to provide new insights and trends on how process automation can help to build robust supply chain capabilities required for today’s complex supply chain.


In this webinar, we will review this research report and discuss the top priorities for automation and the challenges it presents. Based on these results we will also discuss how Precisely Automate can address many of these challenges and help you achieve results in today’s challenging business environment.


Specifically, we will talk about:
·        The current state of automation in supply chain
·        The importance of resiliency and agility in managing dynamic supply chains
·        Top strategic areas for process automation in supply chain
·        How Precisely Automate drives automation success in SAP® supply chain processes

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Process Automation Trends in SAP® Supply Chain for 2023

  1. 1. Process automation trends in SAP® supply chain for 2023 Andrew Hayden, Sr. Product Marketing Manager, Precisely
  2. 2. Andrew Hayden Sr. Product Marketing Manager
  3. 3. Questions!
  4. 4. Winshuttle is now part of Precisely, the leader in data integrity
  5. 5. 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
  6. 6. Agenda • What’s happening in the broader market • New research on SAP supply chain automation • Supply chain challenges in complex SAP-centric processes • Precisely Automate Evolve for supply chain automation • Case Study: Energy Drinks company • Wrap up
  7. 7. Market Update
  8. 8. KPMG’s 2019 CEO Outlook “Acting with agility is the new currency of business; if we are too slow, we will be bankrupt.” 67% of global CEOs agree with this statement:
  9. 9. Accelerating digital transformation Data is the fuel for decision-making today $1.3 trillion spent on digital transformation last year 80% of CEOs accelerating digital transformation 85% of supply chain leaders struggled with insufficient technology 67% spending more on technology than people
  10. 10. SAP Insider Research Report 10
  11. 11. Considerable focus on process automation 11 How important do you think is process automation in supply chain ? 67% 22% 9% 2% Very Important Important Moderately important Slightly important Source: Process Automation in Supply Chain. SAPinsider Research, September 2022.
  12. 12. 51% 47% 25% Need for supply chain resiliency Need for supply chain agility Need for supply chain visibility Supply chain agility and resiliency are key drivers Top business drivers for process automation in supply chain 12 Source: Process Automation in Supply Chain. SAPinsider Research, September 2022.
  13. 13. 48% 41% 36% Process standardization Process visibility Collaboration and visibility Strategies to address business drivers Top strategies for process automation in supply chain 13 Source: Process Automation in Supply Chain. SAPinsider Research, September 2022.
  14. 14. Requirements to help execute strategies Top strategies for process automation in supply chain 14 82% 79% 77% 75% 72% End-to-end process visibility Increased process efficiency Defining and documenting standardization Integrated processes across end-to- end supply chain Building internal skill set Source: Process Automation in Supply Chain. SAPinsider Research, September 2022.
  15. 15. Challenges
  16. 16. Data Process Tackle process and data together • Product data management • Supply Chain • Vendor onboarding & management • Materials • Customer onboarding & management • Financial master data and more…
  17. 17. The complexity of SAP master data
  18. 18. The challenge: Data vs Complexity HIGH Complexity Volume LOW LOW HIGH BIG SI/IT PROJECT MANUAL
  19. 19. The challenge: Data vs Complexity HIGH Complexity Volume LOW LOW HIGH BIG SI/IT PROJECT MANUAL Automate Platform
  20. 20. Complex, data-intensive processes
  21. 21. Start in the middle Upstream Process components • Materials • Vendors • Production Planning • Manufacturing Operations • Other systems Downstream Process components • Sales and Distribution • Customers • Other Systems
  22. 22. Common product challenges • Many raw and semi- finished materials • Multiple vendors and suppliers • Complex data objects • Complex processes • Manual data management & spreadsheets • Often multiple plants • Frequent changes • Complex customer environment • Tight margins • Seasonal exceptions • Promotional packaging • Sales alignment • Multiple systems involved • SAP in the middle of it all
  23. 23. Spreadsheets, GUI and Fiori apps
  24. 24. Upstream process components Plus other, non-SAP systems Vendors Procurement Product Development Controlling Finance Materials Production Planning Warehouse Manufacturing Operations
  25. 25. Upstream reference & conditional data Bill of Materials (BoM) Raw materials (ROH) Vendor Master Routings & PV Purchase info record (PIR) Costing (Mark & Release) Material extension s Source list Material status update Semi- finished materials (HALB) Finished products materials (FERT) Packaging materials (VERP) Master recipes Trading goods materials (HAWA) Pricing
  26. 26. Combine the two …
  27. 27. Automation 27
  28. 28. 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
  29. 29. Automate Evolve The right combination of capabilities to automate data- intensive processes. 29 Enterprise- grade workflow & automation Robust data Stewardship Deep SAP integration No-code, low-code software
  30. 30. Automate Evolve Includes Automate Studio— our market leading Excel- to-SAP automation platform 30 Automate and streamline SAP business processes using workflows • Advanced form and workflow capabilities • Advanced data stewardship capabilities via web forms • Detailed process analytics Exchange data with SAP quickly and easily using Excel • Data creation and maintenance • Data migration • Operational reporting • Data stewardship Share, manage, & control Precisely solutions across the enterprise • Centralized content management • Granular control of licenses, users & policies • Extensive audit and ROI reporting • Server-side job execution Automate Studio
  31. 31. Reduce cycle times & improve compliance Enterprise-grade workflow capabilities • Create parallel or sequential tasks • Create workflow loops • Setup task, approval, and past due, reminder, and escalation email notifications • Utilize bulk task reassignment and out-of-office functions • Collect supporting documents 31 Parallel tasks Workflow Loops Email Notifications
  32. 32. Improve data quality Key data stewardship capabilities 32 Capability Excel Web form Search for duplicates Smart form logic Role-based views Required fields Field standardization Copy ‘like’ records Live SAP validation Modifiable field drop down values SAP F4 lookups
  33. 33. Get more visibility Process dashboards & reporting • Develop dashboards and reports for process participants and management with your tool of choice • View status of in-process projects to keep projects on track • View historical data to continuously improve processes 33
  34. 34. Automate Evolve Portals Secure internet access for your SAP data • Create custom portals for customer, vendor, partner and employee self-service data management • Streamline master data processes • Simplified portal development experience • Internal portals for Winshuttle form users
  35. 35. Adding external portals Custom web portals for external (and internal) stakeholders EXAMPLE USE CASES: • External vendor or customer portals for managing SAP data • Internal portals with custom landing pages SAP ERP WFM Deployed Portal Portal users Hosted on Azure Automate Evolve Private Cloud or On-Premise
  36. 36. Evolve Portals Example use cases Vendors/suppliers 1. Onboarding 2. Change requests 3. Profile management 4. Cost price updates 5. Etc. Customer 1. Onboarding 2. Change requests 3. Profile management 4. Etc. Distribution/partners/m&a 1. Onboarding 2. Joint Product Launch 3. Wholesale alliance 4. Cost price updates 5. Etc.
  37. 37. APIs Connected SAP data management and process automation • RESTful API’s for automating end-to-end processes • Efficiently integrate systems to processes and eliminate manual data management • Connect multiple systems and cloud services with SAP • Streamlined master data processes
  38. 38. Set of RESTful APIs for SAP data & process automation SAP Data API REST API that enables direct integration with SAP for scenarios that don’t require data enrichment. Applies to Studio Manager and Evolve. Easy Inbox upgrade. Digital Access API REST based API that enables external software to kick start or update an Evolve workflow for users to contribute data before it is ultimately posted to SAP. 3rd-party API support Connecting to other REST APIs that enables an Evolve process to connect to different system of records to read or update data.
  39. 39. Connecting to more systems of record Use Evolve to manage end-to-end processes Example use cases • Collecting data from multiple systems • Multi-system data governance • Multi-system master data governance • Complex process automation SAP ERP AFM Data Process and Data management Automate Evolve
  40. 40. Be more resilient and agile Flexible, extensible solutions architecture • Support different process and data needs in one solution • Make adjustments to supplier and materials quickly and easily • Enable suppliers to securely access and change critical supply chain data • Modify solutions quickly and easily without technical IT resources or expensive SI engagements 40
  41. 41. Dynamic process linking Choice of forms or Excel front end Smart, tailored, role-based forms Flexible, extensible solution architecture Granular user & policy management SmartTables Live SAP data validation Automated data exchange with SAP Audit trails for process & data Process dashboards & reports Look for a complete set of capabilities
  42. 42. Make an impact across your SAP landscape Financial Accounting FI Controlling CO Sales and Distribution SD Materials Management MM Plant Maintenance PM Asset Management AM Project Systems PS Production Planning PP Quality Management QM Human Resources HR
  43. 43. Future developments
  44. 44. Fiori process automation Integration into larger, complex processes Incorporation of AI and machine learning What’s next for SAP automation?
  45. 45. A major transformation CASE STUDY: ENERGY DRINK COMPANY
  46. 46. “Organized chaos”
  47. 47. Then a global distribution deal happened…. …and their SAP launch processes became a bottleneck
  48. 48. Process workshop People Technology Proces s Success
  49. 49. Multiple, different launch types Product launch types New products Product changes Geographical expansion New innovation Line extensions ingredient/ label change Seasonal / Promotional products Legal/ regulatory change others Plant extensions Sales org. extensions
  50. 50. Projects identified Point of Sale Materials Raw Materials NPW Process
  51. 51. Solution highlights NPW Material Extensions (multiple) Material Extensions (multiple) Raw Material POS Material Landing page
  52. 52. Visibility Governance Repeatable Reduced cycle times by 50-75%
  53. 53. Wrap up
  54. 54. “The pace of change has never been this fast, but it will never be this slow again.” Justin Trudeau Prime Minister of Canada
  55. 55. Wrap up • Agility and resilience are the keys to supply chain success • Supply chain automation success depends on adopting flexible technology platforms • Complex, SAP-centric supply chain processes are challenging to automate … but there is light at the end of the tunnel • Self-service portals can drive further efficiencies to automated processes • End-to-end process automation requires multiple API types • The future supply chain is going to be automated, agile and resilient
  56. 56. 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
  57. 57. Thank You

Hinweis der Redaktion

  • Andrew
  • What are we going to talk about today…

    Agenda: (Note to sales: You will likely modify this to fit your specific customer meeting needs)


  • [General finance and accounting audiences - Can be used to intro your audience specific impact slide]
    As enterprises become more and more reliant on data and the volume of data we use to manage our businesses grows exponentially, it is more important than ever for companies to be able to react and move quickly.

    And CEO’s are acknowledging this need to be more agile and able to quickly respond to changes in the business climate.
  • Gartner
    KPMG
    KPMG
    McKinsey
  • Reference and Conditional data
  • [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.]
  • When you choose the Winshuttle Platform for your SAP finance and accounting processes you enable your business to develop solutions as needed across the entire platform.

    From the powerful desktop capabilities of Winshuttle Studio that automate mass data processes such as G/L account maintenance and period end journal entries.
    Capabilities which we will discuss throughout this presentation:
    Finance data creation and maintenance
    Data migration
    Financial reporting
    Data stewardship capabilities

    To advanced workflow automation with Winshuttle Foundation that can manage data files like Excel with full governance and compliance
    Capabilities which we will discuss throughout this presentation:
    Advanced routing and governance capabilities
    Server-based file management
    Flexible, conditional routing

    And Web forms that can simplify complex data management tasks and workflows.
    Capabilities which we will discuss throughout this presentation:
    Advanced, user-friendly web form and workflow capabilities
    Server-based execution
    Process analytics
    Advanced data stewardship capabilities (via web forms)

    Whatever capabilities your team needs to apply in the business, Winshuttle offers a solution.
  • [Note to sales:] The blocks pieces are the top-level capabilities that make us unique in the marketplace. There is a slide on each of these in the first section of the slide library.

    Here are some points you might want to weave in that positions what Automate Evolve does compared to business process automation (BPA) platforms (like K2, Nintex, Pegasystems, etc.) and master data management (MDM) platforms like SAP MDG:

    Traditional business process automation platforms streamline processes but do little or nothing to improve data quality. They’re also not designed to handle complex, strategic SAP data processes.
     
    Master data management platforms are great at improving the quality of a few core data attributes but are not designed to automate complex business processes that span data objects and business functions.
     
    Automate Evolve provides the right combination capabilities and enables enterprise organizations to create and maintain strategic data assets faster—data like materials, customers, suppliers, and equipment—while ensuring that data adheres to business rules and company and regulatory procedures.

  • Note to sales:
    This slide is made to point out that Automate Evolve includes Automate Studio, but that customers can still use as a standalone solution to get some quick wins while they are developing workflow solutions in Automate Evolve.

    Note that the slide has a couple of builds in it to help you get the point across easier.
  • Note to sales:
    Use this slide to highlight some of the key features of our workflow capabilities and how we can enable customers to dramatically reduce cycle times and improve compliance.
  • Note to sales:
    Use this slide to explain our key data stewardship capabilities for both web form and Excel front ends. This is a great way to set up or summarize a demo.
  • Note to sales:
    Getting more visibility into these strategic data processes is one of the key reasons customers are looking for an automation solution. If customers are tackling these processes with spreadsheets and email it’s really tough and time consuming to find out where a request is in the process.
  • Note to sales:
    Automate Evolve is built with a modern, intuitive user interface to speed up solution development.
  • Why Portals?

    A common request we have received from customers is to extend vendor/customer onboarding scenarios to stakeholders outside the organization. With Evolve Portals, you can build your own supplier self-service and customer self-service portals.

    And you will also be able to use this for internal portals, to build specific landing pages for specific groups of users.

    This extends Evolve use cases and opens up new opportunities for you to deliver more and better service for your customers and suppliers. External Portal deployment is available as an add-on to Evolve 20.2 and later. Talk to your sales rep about pricing for external portals based on your needs.

    You can also develop and deploy portals for internal audiences at no cost.

    In our conversations with Gartner, it’s been evident that this is an area that is still largely unsolved for a lot of customers. Companies are left trying piece together their own solutions. With Evolve Portals we are providing the fastest path to a custom portal.
  • Here are some of the use cases that we planning to address with the initial release of Evolve Portals.

    Onboarding, change requests, data updates and more can be accomplished through the portals.
  • With the 20.2 release of Winshuttle Evolve, the platform now includes a set of RESTful APIs that enable Evolve to manage and automate broader, end-to-end processes by connecting multiple systems and cloud services with SAP. 

    These API's help solution developers efficiently integrate systems to and processes to eliminate manual data management that often leads to poor data quality and ungoverned process tracking.

    For teams creating seamless, end-to-end solutions, Evolve automates business processes that require complex SAP data interactions with other, third-party systems like Salesforce, or that use the ODATA protocol. Traditionally, processes like these required inflexible, custom solutions that do not easily adjust to dynamic business environments. Evolve  gives you the agility and flexibility you need to compete and thrive in today's business landscape.

  • With Evolve 20.2 we are including access to three RESTful API’s that will further enhance your digital transformation and automation efforts. They are:

    SAP Data API: REST API that enables direct integration with SAP for scenarios that don’t require data enrichment. It acts as the last-mile into SAP for other applications and combines eliminates the need for RPA bots to screen-scrape the UI to deliver faster, more stable process automation.
    Evolve Digital Access API: This RESTful API allows you to seamlessly launch Evolve workflow processes for either human-assisted workflows or completely automated sequences with your SAP ERP system. 
    Evolve 3rd-party API support: This RESTful API enables Evolve solution developers to easily integrate with other systems of record that have RESTful APIs, such as Salesforce or SAP’s ODATA service. You can query data from these third-party systems into your process or send 

    This combination of API’s available with Evolve 20.2 delivers a significant benefit to SAP teams looking to be part of larger, more complex digital transformation and automation efforts.

  • This slide shows how these other system of records may start or update an Evolve workflow (so both Process and Data are involved in this workflow interaction).
    Similarly, the workflow may connect with these systems to store or retrieve information as part of the workflow execution.
  • [Note to sales:] The main point we want to get across in this slide is that our flexible, extensible architecture enables organizations to become more agile—a key requirement in today’s fast-paced marketplace. Being able to create and modify automation solutions quickly and without big IT budgets is one of the main reasons customers replace homegrown or inflexible third-party solutions.

    Below are some points to clarify the bullets

    Support different process and data needs in one solution – examples:
    A vendor onboarding solution that applies different workflow logic depending on the country where products will be sold
    An NPI solution that supports different launch types and processes by plant or region
    Start small and expand your automation footprint over time – this ties back into our dynamic process linking capabilities. You can build a solution today that involves one or a few data objects and then add on over time. The classic use case for this is NPI, but it applies across the different business areas and data domains.
    Modify solutions easily without technical IT resources or expensive SI engagement – this enables organizations to keep up with changes in the business
  • Note to sales:
    Use this slide to introduce at a high level the features that make Evolve unique. You do not need to go through each one. For deeper conversations and follow-up meetings there is content around many of these features in the Evolve slide library.
  • Note to sales:
    Use this slide to explain that our platforms can make an impact across their SAP landscape—whether it’s master data or transactional data use cases.
  • Benefits of Machine Learning
    Improved data entry and decision-making process through recommendations
    Improved data quality through ML-based checks
    Create rules that are not possible without ML
    Reduced effort and complexity to implement and update hard-coded rules
    Reduced time to determine business rules
    Reduced time to value in solution development
  • I would like to share with you Monster Energy's process transformation story.
  • Monster Energy was using spreadsheets and emails to track their product launches (Monster calls it NPW – New Product Worksheet).  Their process even required project managers of new products to invest hours each day tracking down status to report back to meetings and management – just another task that was eating up time.  In their words it was “organized chaos”.
    <click>
  • Then in 2015, Coca-Cola and Monster entered into a partnership. This gave Monster access to aspects of Coke’s global distribution network <click>

    and dramatically increasing the number of new product launches (it quadrupled the number of open projects). Their current manual process simply couldn’t scale…
    <click>


    [Notes: To be clear Coca-Cola doesn’t own Monster – Coke has a 17% stake in the company]

    and getting the data into SAP for all the global sites soon became the bottleneck holding Monster back.

    So, let me share with you a little about Monster’s transformation journey.

    <click>


  • First, we mapped out their existing process – something they had never done before – and there were some real aha moments here. This is where Precisely’s professional services team really began to shine – by looking beyond just the tools. Like any good process transformation project, we reviewed the people, process and technology.  This was the beginning of the true Monster Transformation that included automation, process redesign and organizational changes needed to allow Monster to move at a faster pace.  
    <click>



  • Note to sales:
    This is a key message for us. Our NPI solution can be built to handle any type of launch process from a net new finished good or line extension to a simple ingredient change or plant extension.
  • Out of the process workshop we identified 3 different business solutions, Point-of-Sale Materials (these are salable materials for items like T-shirts, hats and stickers), Raw materials (ingredients) and the NPI process – the overall process needed to launch a new product.  The NPI solution includes more than 8 SAP product data objects, and our modular architecture allows you to dynamically link the sub processes needed for each specific launch, even calling the independent raw material process if needed.

    It was obvious that Monster need to help immediately <click>


  • [David]
    Highlevel overview – our solution can handle a lot of complexity and being able to process projects independently of plant was huge for Monster…

    Total steps = 23
  • At the first pass they have already reduced their product launch cycle times by 50-75% depending on launch type. They now have tools and controls in place that easily allows them to collect the right data at the right time from the right people.
    <click>
    They have the visibility they need to effectively manage their product launches,
    <click>and the governance in place to allow business teams to take true ownership of “their” data.

    <click>This gives Monster trust in a repeatable process that allows them to bring new products to market faster than ever before!
    <click>

  • What are we going to talk about today…

    Agenda: (Note to sales: You will likely modify this to fit your specific customer meeting needs)


  • 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.

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