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Getting it right the
first time:
Key components of a successful
automation implementation
Sr. Product Marketing
Manager
Winshuttle is now
part of Precisely,
the leader in
data integrity
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
Questions!
Empowering business
teams to make an impact
Agenda
• What’s happening in the market
• Preparing your organization for automation
1. Process evaluation and re-engineering
2. Systems evaluation
3. Measuring automation success
• Automation platform criteria
• Case study
• Questions
Market drivers
“Acting with agility
is the new currency
of business; if we
are too slow, we
will be bankrupt.”
KPMG’s 2019 CEO Outlook
67% of global
CEOs agree with
this statement:
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
Preparing for
Automation
Process evaluation
• What SAP processes are you considering
automating?
• Master data – cross-module
• Transactional data
• How are you creating, managing and maintaining
SAP data today?
• Manual
• Automated
• Self-service
• What systems are involved?
• Legacy
Automate SAP processes when:
• Errors have costly consequences
• Take too long, impacting business/revenue
• Are complex with many participants
• Contain complex data & can span many objects
• With high volumes of data maintenance requests
Process re-engineering
• Process analysis
• Process workshops
• Data entry methods
• Where does automation make sense
• Implications for your business:
• Go-to-market dynamics
• How it effects employee work
• Opportunities & threats
Measuring success
• How do you measure SAP process efficiency today?
• Benchmarks
• Business impact
• How does automation change the way you
measure success?
• Process visibility
• Time to market
• Business agility
The Automation
Platform
The challenge: Data vs Complexity
HIGH
Complexity
Volume
LOW
LOW HIGH
BIG IT
PROJECT
MANUAL
The challenge: Data vs Complexity
HIGH
Complexity
Volume
LOW
LOW HIGH
BIG IT
PROJECT
MANUAL
Automation
Platform
A complete automation platform
Exchange data with SAP
quickly and easily using
Excel
Automate and accelerate
SAP business processes
with integrated forms and
workflows
Automate and accelerate
SAP business processes
through Excel file
management workflows
Start with desktop automation
Exchange data with SAP
quickly and easily using
Excel
Replace multiple SAP screens
with business-friendly Excel
What robust desktop automation delivers
Create operational
reports
Automate any SAP
business process
Streamline data migration
and conversions
Automate any SAP business process
Invoicing
Journal entries
Mass pricing
changes
Sales
orders
Master data creation
& maintenance
Personnel
updates
Plant
Maintenance
What robust desktop automation delivers
Create operational
reports
Automate any SAP
business process
Streamline data migration
and conversions
Challenge
• Change subset of materials
from ‘Manufactured’ to ‘Kitted’
• Update BoMs and Routings
• Change sales order to reflect
non-kitted materials
Dorman speeds through
master data changes
Hours Total Cost Difference
Manual Processes 60 $4,500
Using desktop
automation
5 $375 $4,125 saved
3,000 materials converted
Savings = $123,750
Results
• Minimal business impact
• Improved data quality
Add workflow for process automation
Exchange data with SAP
quickly and easily using
Excel
Automate and accelerate
SAP business processes
with integrated forms and
workflows
Automate and accelerate
SAP business processes
through Excel file
management workflows
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
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
scale
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
Flexible workflow automation
Enter basic
account
information
Contributor 1
Contributor 2
Contributor 3
Approver
Start with
process form
Process
Initiator
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
Parallel tasks
Workflow Loops
Email Notifications
Improve
data quality
Key data stewardship
capabilities
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
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
Be more agile
Flexible, extensible solutions architecture
• Support different process and data
needs in one solution
• Start small and expand your
automation footprint over time
• Modify solutions quickly and easily
without technical IT resources or
expensive SI engagements
A major transformation
CASE STUDY: ENERGY DRINK COMPANY
“Organized chaos”
Then a global
distribution deal
happened …
… and their SAP launch processes
became a bottleneck
Process workshop
People Technology
Process
Success
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
Projects identified
Point of Sale Materials Raw Materials NPI Process
Solution
highlights NPW
Material
Extensions
(multiple)
Material
Extensions
(multiple)
Raw Material
POS Material
Landing page
Visibility Governance Repeatable
Reduced cycle times by
50-75%
Fiori process automation
Integration into
larger, complex
processes
Incorporation of
AI and machine
learning
What’s next for SAP automation?
“The pace of change
has never been this fast,
but it will never be this
slow again.”
Justin Trudeau
Prime Minister of Canada
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
Thank You
47

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Getting it Right the First Time: Key Components of a Successful Automation Implementation

  • 1. Getting it right the first time: Key components of a successful automation implementation
  • 3. Winshuttle is now part of Precisely, the leader in data integrity
  • 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
  • 7. Agenda • What’s happening in the market • Preparing your organization for automation 1. Process evaluation and re-engineering 2. Systems evaluation 3. Measuring automation success • Automation platform criteria • Case study • Questions
  • 9. “Acting with agility is the new currency of business; if we are too slow, we will be bankrupt.” KPMG’s 2019 CEO Outlook 67% of global CEOs agree with this statement:
  • 10. 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
  • 12. Process evaluation • What SAP processes are you considering automating? • Master data – cross-module • Transactional data • How are you creating, managing and maintaining SAP data today? • Manual • Automated • Self-service • What systems are involved? • Legacy
  • 13. Automate SAP processes when: • Errors have costly consequences • Take too long, impacting business/revenue • Are complex with many participants • Contain complex data & can span many objects • With high volumes of data maintenance requests
  • 14. Process re-engineering • Process analysis • Process workshops • Data entry methods • Where does automation make sense • Implications for your business: • Go-to-market dynamics • How it effects employee work • Opportunities & threats
  • 15. Measuring success • How do you measure SAP process efficiency today? • Benchmarks • Business impact • How does automation change the way you measure success? • Process visibility • Time to market • Business agility
  • 17. The challenge: Data vs Complexity HIGH Complexity Volume LOW LOW HIGH BIG IT PROJECT MANUAL
  • 18. The challenge: Data vs Complexity HIGH Complexity Volume LOW LOW HIGH BIG IT PROJECT MANUAL Automation Platform
  • 19. A complete automation platform Exchange data with SAP quickly and easily using Excel Automate and accelerate SAP business processes with integrated forms and workflows Automate and accelerate SAP business processes through Excel file management workflows
  • 20. Start with desktop automation Exchange data with SAP quickly and easily using Excel
  • 21. Replace multiple SAP screens with business-friendly Excel
  • 22. What robust desktop automation delivers Create operational reports Automate any SAP business process Streamline data migration and conversions
  • 23. Automate any SAP business process Invoicing Journal entries Mass pricing changes Sales orders Master data creation & maintenance Personnel updates Plant Maintenance
  • 24. What robust desktop automation delivers Create operational reports Automate any SAP business process Streamline data migration and conversions
  • 25. Challenge • Change subset of materials from ‘Manufactured’ to ‘Kitted’ • Update BoMs and Routings • Change sales order to reflect non-kitted materials Dorman speeds through master data changes Hours Total Cost Difference Manual Processes 60 $4,500 Using desktop automation 5 $375 $4,125 saved 3,000 materials converted Savings = $123,750 Results • Minimal business impact • Improved data quality
  • 26. Add workflow for process automation Exchange data with SAP quickly and easily using Excel Automate and accelerate SAP business processes with integrated forms and workflows Automate and accelerate SAP business processes through Excel file management workflows
  • 27. 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
  • 28. 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
  • 29. scale 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
  • 30. Flexible workflow automation Enter basic account information Contributor 1 Contributor 2 Contributor 3 Approver Start with process form Process Initiator
  • 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 Parallel tasks Workflow Loops Email Notifications
  • 32. Improve data quality Key data stewardship capabilities 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. 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
  • 34. Be more agile Flexible, extensible solutions architecture • Support different process and data needs in one solution • Start small and expand your automation footprint over time • Modify solutions quickly and easily without technical IT resources or expensive SI engagements
  • 35. A major transformation CASE STUDY: ENERGY DRINK COMPANY
  • 37. Then a global distribution deal happened … … and their SAP launch processes became a bottleneck
  • 39. 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
  • 40. Projects identified Point of Sale Materials Raw Materials NPI Process
  • 43. Fiori process automation Integration into larger, complex processes Incorporation of AI and machine learning What’s next for SAP automation?
  • 44. “The pace of change has never been this fast, but it will never be this slow again.” Justin Trudeau Prime Minister of Canada
  • 45. 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
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