There’s no question about it: SAP S/4HANA significantly enhances your SAP ERP processes, improving speed and ease of use across the organization. But are you really getting the most out of S/4HANA?
Automation is what lifts your process efficiencies to new heights. The fact of the matter is that despite the advances of SAP S/4HANA, many businesses are held back from transformation and growth because many of the processes we use to create, manage, and maintain our data are error-prone, slow, and have ultimately changed very little over the years. That’s why it’s never been more critical to automate your SAP data processes.
Join this webinar to find out more, including how to:
• Increase the efficiency of your SAP S/4HANA processes with automation
• Add value across your SAP S/4HANA landscape with desktop automation
• Simplify complex, data-intensive SAP S/4HANA processes with process automation
You’ll also be able to see a demo of our flexible, scalable automation platform in action and visualize how your SAP S/4HANA environment can transform to drive better business results.
4. 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
2,300
employees
customers
12,000
countries
Integrate
Enrich Locate
Verify
Data
Integrity
Suite
6. “Acting with agility is the
new currency of business;if
we are too slow, we willbe
bankrupt.”
KPMG’s 2019 CEO Outlook
67% ofglobal CEOs
agreewith this statement:
7. 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
45% of
enterprises
using SAP are
leveraging
automation
67% spending
more on
technology than
people
8. Data
Process
Tackle process
and data
together
• Product launches
• Product data management
• Customer onboarding &
management
• Vendor onboarding &
management
• Asset management
• Financial master data
and more…
10. Make an impact across your SAP
landscape
10
Financial
Accounting
Controlling Sales and
Distribution
Materials
Management
Plant
Maintenance
Asset
Management
Project
Systems
Production
Planning
Quality
Management
Human
Resources
11. The problems we solve
11
HIGH
Complexity
Volume
LOW
LOW HIGH
BIG IT
PROJECT
MANUAL
12. The problems we solve
12
HIGH
Complexity
Volume
LOW
LOW HIGH
BIG IT
PROJECT
MANUAL
Precisely Automate
13. Automate Studio
Precisely Automate portfolio
13
STANDALONE
Exchange data with SAP
quickly and easily using Excel
• Data creation and maintenance
• Data migration
• Operational reporting
• Data stewardship
GOVERNED
Share, manage, & control Precisely
across the enterprise
• Basic 2-step workflow
• Centralized management
• Granular control of licenses, users &
policies
• Extensive audit and ROI reporting
• Server-side job execution
WORKFLOW-ENABLED
Automate and streamline SAP
processes using workflows
• Advanced form and workflow
capabilities
• Advanced data stewardship capabilities
via web forms
• Detailed process analytics
Business users
work in Excel
Business users work
in Excel or web forms
Automate Studio Manager
Business users
work in Excel
Automate Evolve
+
14. A complete automation platform
Excelto SAP
Exchange data with SAP quickly and
easily using Excel
Form & Workflow
Automate andaccelerate SAP business
processes with integrated forms and
workflows
ExcelWorkflow
Automate andaccelerate SAP business
processes through Excel file
management workflows
ProcessAutomation
DesktopAutomation
15. Start with desktop automation
Excel to SAP
Exchange data with SAP quickly and
easily using Excel
DesktopAutomation
16. Automate
Studio
The right capabilities
to get SAP work done
faster and improve data
quality.
Mass create &
update using
Excel
Data
stewardship
Deep SAP
integration
Low-code/no-
code design
17. What you can do with Automate
Studio
Create
operational
reports
Automate any
SAP business
process
Streamline data
migration and
conversions
19. Product demo
• Automate BP updates via
• BP Transaction
• Query
• Round trip
• Extract
• Update
• Accelerate updates
• Improve data quality
19
20. Product demo
• Automate BP updates via
• Standard SAP BAPIs
• Insert/Update International
Addresses
• BAPI: BUPA_ADDRESS_CHANGE
• Accelerate updates
• Improve data quality
20
21. Product demo
• Automate BP creation
extensions via
• SAP rFM in the migration
cockpit:
RFC_CVI_EI_INBOUND_MAIN
• Note SAP never marked it as
supported, but it does work
• Accelerate creations
• Improve data quality
21
22. A complete automation platform
Excelto SAP
Exchange data with SAP quickly and
easily using Excel
Form & Workflow
Automate andaccelerate SAP business
processes with integrated forms and
workflows
ExcelWorkflow
Automate andaccelerate SAP business
processes through Excel file
management workflows
ProcessAutomation
DesktopAutomation
23. Automate
Evolve
The right combination of
capabilities to automate
data-intensive
processes.
Enterprise-
grade
workflow &
automation
Robust data
stewardship
Deep SAP
integration
Low-code/no-
code design
24. Automate
Evolve
Includes Automate Studio—
our market leading Excel-
to-SAP automation
platform
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 Automate solutions
across the enterprise
• Centralized content management
• Granular control of licenses, users &
policies
• Extensive audit and ROI reporting
• Server-side job execution
Automate Studio
26. Product demo
• Create Business
Partners in S/4Hana
• Flexible process:
• Create Customer or
Supplier
• Optionally create Bank
• Search for duplicates
• Parallel tasks for faster
completion
• Third–party address
validation
• Background posting
option
26
27. Product demo
• Accelerate business
processes
• Improve data quality
• Create flexible processes
• Adhere to best practice
process & compliance
• Achieve greater process
visibility
• Deep SAP integration via
• Transactions
• Queries
• BAPIs/rFMs
• and ODATA APIs
27
28. Digitize and accelerate any SAP
process
28
Productlaunchesand
materialsmanagement
Customeronboarding&
management
Vendoronboarding&
management
PlantMaintenance Financialaccounting
29. A unique combination of
capabilities
29
Choice of forms
or Excel front
end
Smart,
tailored,
role-based
forms
Patented
SmartTables
Dynamic process
linking
Flexible,
extensible
solution
architecture
Process
dashboards &
reports
Audit trails
for process &
data
Automated data
exchange with
SAP
Live SAP data
validation
Granular user &
policy
management
30. Make an impact at scale
low-code, no-code design
30
WORRY-FREE BUSINESS EMPOWERMENT
Platform
administrators
Control licenses and access,
oversee usage, define
policies, run audit reports
Solution
authors
Build and modify solutions
without technical SAP
programming skills
Business
users
Use forms or Excel to get
work done faster and
improve data quality
31. Streamline
complex
processes
Dynamic process linking
• Automate complex multi-
layered processes
• Streamline data collection
across data objects and
business units
• Handle centralized and
decentralized data in one
solution
31
Vendor supplied materials
Plant A
Routing
PIR
BoM
Source list
Plant B
Routing
PIR
BoM
Source list
Plant C
Routing
PIR
BoM
Source list
Create shell
material
Collect plant-
specific data
36. “The pace of change has never
been this fast, but it will never
bethis slow again.”
Justin Trudeau
Prime Minister of Canada
36
37. 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
Note to sales:
Use this slide to outline the main value propositions we deliver when it comes to materials and product data.
[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.
Story points ---
Businesses rely on trusted data to make good business decisions.
Key business initiatives in 2022 revolve around transforming customer experiences, applying AI to proven business cases to derive new insights and increase efficiency, leveraging the power of location to solve new problems (optional light call out to covid-19 problems being solved), and ensuring that the business is secure and compliant.
Each of these initiatives is heavily dependent upon integrated, clean, accurate, contextualized, enriched data in order to deliver the maximum benefit to the organization. (Transition to next slide showing stats on data challenges.)
Talk track:
You need to tackle process and data together. Here are just a few examples of core master data processes.
If you digitize these complex processes without improving the quality of the data you collect, you’re missing a big opportunity. And similarly, if you just focus on improving data quality without optimizing and accelerating the process, your efforts will short of reaching their full potential.
The fact is, you need to address both process and data at the same time to succeed and that makes these kinds of processes really challenging to digitize and manage with traditional process automation or data management platforms. So many of these processes are still manual and slow today even for the largest enterprises. That’s where Winshuttle comes in. Our software is designed to digitize these critical master data processes <click>
Note to sales:
Use this slide to explain that there’s a ton of SAP master data outside of the big four domains. SAP MDG is designed just to govern a few core attributes in the big four domains, but our products can digitize and accelerate processes that span master data objects while improving data quality and compliance.
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.
[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.]
Here is how the new products fit into our landscape.
Desktop Studio, Studio Manager (Server based) , and Evolve (Server based).
Studio Manager contains all the features of Studio desktop.
Evolve has all the features of Studio Desktop and Studio Manager.
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.
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.
Multiple SAP ERP systems into a single SAP S/4HANA instance
We have talked about the struggles many of you face, as well as looking at the benefits that many of our customers are experiencing as a result of adopting Precisely Automate.
Yoon is going to demonstrate a few ways that we help our customers improve their finance processes.
Yoon: Thanks, Marc. I’m going to show you three demonstrations today, the first one is how you can automate your general ledger processes to help speed up your close.
We have talked about the struggles many of you face, as well as looking at the benefits that many of our customers are experiencing as a result of adopting Precisely Automate.
Yoon is going to demonstrate a few ways that we help our customers improve their finance processes.
Yoon: Thanks, Marc. I’m going to show you three demonstrations today, the first one is how you can automate your general ledger processes to help speed up your close.
We have talked about the struggles many of you face, as well as looking at the benefits that many of our customers are experiencing as a result of adopting Precisely Automate.
Yoon is going to demonstrate a few ways that we help our customers improve their finance processes.
Yoon: Thanks, Marc. I’m going to show you three demonstrations today, the first one is how you can automate your general ledger processes to help speed up your close.
We have talked about the struggles many of you face, as well as looking at the benefits that many of our customers are experiencing as a result of adopting Precisely Automate.
Yoon is going to demonstrate a few ways that we help our customers improve their finance processes.
Yoon: Thanks, Marc. I’m going to show you three demonstrations today, the first one is how you can automate your general ledger processes to help speed up your close.
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 puzzle 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.
Precisely 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 Studio, but that customers can still use as a standalone solution to get some quick wins while they are developing workflow solutions in Evolve.
Note that the slide has a couple of builds in it to help you get the point across easier.
We have talked about the struggles many of you face, as well as looking at the benefits that many of our customers are experiencing as a result of adopting Precisely Automate.
Yoon is going to demonstrate a few ways that we help our customers improve their finance processes.
Yoon: Thanks, Marc. I’m going to show you three demonstrations today, the first one is how you can automate your general ledger processes to help speed up your close.
We have talked about the struggles many of you face, as well as looking at the benefits that many of our customers are experiencing as a result of adopting Precisely Automate.
Yoon is going to demonstrate a few ways that we help our customers improve their finance processes.
Yoon: Thanks, Marc. I’m going to show you three demonstrations today, the first one is how you can automate your general ledger processes to help speed up your close.
We have talked about the struggles many of you face, as well as looking at the benefits that many of our customers are experiencing as a result of adopting Precisely Automate.
Yoon is going to demonstrate a few ways that we help our customers improve their finance processes.
Yoon: Thanks, Marc. I’m going to show you three demonstrations today, the first one is how you can automate your general ledger processes to help speed up your close.
Note to sales:
Use this slide to point out that Evolve can be used to digitize a range of SAP processes—including master and transactional processes.
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 Studio and Evolve are designed to enable people without SAP programming skills to build solutions, enabling organizations to scale up their automation efforts while still maintaining tight controls of what users can do. This is a big differentiator against heavy-lift technical MDM products like SAP MDG.
[Note to sales:] This is our “parent/child” capability. We’re not using parent/child as a marketing market-facing term. This is a big differentiator against SAP MDG. This capability is key in automating complex processes like NPI.
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.
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
Note to sales:
This is a one slide version of the Monster story. The NPI section of the deck has the bigger story. Please watch the webinar on Precisely.com to hear the full story.
Note to sales:
Use this slide to explain that there’s a ton of SAP master data outside of the big four domains. SAP MDG is designed just to govern a few core attributes in the big four domains, but our products can digitize and accelerate processes that span master data objects while improving data quality and compliance.
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.
Note to sales:
Use this slide to introduce our data stewardship capabilities with Evolve.
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.