lean data management - winshuttle.com · yes – sharepoint 2013 • yes – sharepoint 2010 •...
TRANSCRIPT
1 Copyright Winshuttle 2015
Lean Data Management
Your Speakers Today
Evan Schulz, Sales Director, 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
3
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
4
Today’s Webinar
Agenda Winshuttle Lean Data Management (10)
Demonstration (35)
Customer Case Studies (5)
4
Summary and Q&A (10)
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
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
10
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
11
• 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
7
Apply Lean to your ERP
14
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
15
16 Copyright Winshuttle 2015
Lean Data Management Demonstration Sanaz Zarkesh | Solution Engineer
17
Excel to SAP - o Mass Data Upload
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
Mas
ter
Dat
a m
atur
ity
Organizational focus on Master Data
Desktop
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
19
20
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
Mas
ter
Dat
a m
atur
ity
Organizational focus on Master Data
Desktop
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’s Governance Platform
22
22
23
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
Mas
ter
Dat
a m
atur
ity
Organizational focus on Master Data
Desktop
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
25
26
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
27
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
Winshuttle Development - Desktop
Record
Map Run
28
Form & Workflow Developer Breakdown
29
Create the Form
Record the Scripts
Publish to SharePoint Start the Process
Create the Workflow Process
Developer Demonstration
30
Form & Workflow Development
31
Create the Form
Record the Scripts
Publish to SharePoint Start the Process
Create the Workflow Process
Skill Set Overview
32
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.
20
Customer Case Study – Custom Reports
The Winshuttle Advantage The 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
36
About Winshuttle
38
39
Referenceable Customer Base Thousands of enterprise customers in more than 60 countries
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
40
41 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
34