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Automate Roadmap
September 2023
CONFIDENTIAL AND PROPRIETARY
The Roadmap for the Precisely products described herein is provided for informational purposes only and is subject to change at the Precisely group of companies’ sole
discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the Roadmap for the Precisely products.
Tim Fujita-Yuhas | VP
Product Management
Automate Studio mission
Confidential and Proprietary
Precisely Automate desktop products with hosted Studio Manager deliver
a trusted solution for citizen developers, in enterprises and B2B service
providers, that automates mass SAP data operations to help companies
achieve measurable savings and ROI within minimal IT support.
Automate Evolve mission
Confidential and Proprietary
The Precisely Automate Evolve platform enables enterprises to intelligently
automate complex, data-intensive SAP master data processes that rely
significantly on human-in-the-loop activities for managing customer,
vendor, and material master data processes at scale: Delivering greater
agility, speed, and governance to customers while achieving higher data
quality, data integrity, and driving measurably better business results.
Automate Roadmap Themes
Customer Retention
Renewals or getting
customers to migrate from
one legacy product to the
Automate products along
with increase in
subscription conversion
Customer Growth
Net new logos or getting
existing customers to buy
more whether it is more
client licenses, adding
APIs or buying the portal
framework
Optimize product
For customers who push
the envelope of
performance at scale,
we're continuing to
address their more
challenging needs
CONFIDENTIAL AND PROPRIETARY
The Roadmap for the Precisely products described herein is provided for informational purposes only and is subject to change at the
Precisely group of companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the
information provided in the Roadmap for the Precisely products.
Precisely Automate
Investment Theme 1H 2023 2H 2023 1H 2024
Customer Retention • SAP S/4HANA 2022 certification • Studio Administrator new licensing
system for Studio
• Evolve SQL Server 2022 support
• SAP GUI 8.00
• SAP S/4HANA
2023 certification
Customer Growth • Fiori App Automation beta 2
release: GUI for HTML
• Precisely rebranding & UI refresh
• SSO for Studio only customers
• Long Text support for IA05/IA06
• SOC2 Type 2 compliance
• SAP Fiori App Automation
upload only release on
Studio Administrator
• SAP GUI for HTML
Automation upload only release
on Studio Administrator
Optimize product • Evolve performance
and scalability improvements
• Evolve archiving capability
• Evolve SCIM support
CONFIDENTIAL AND PROPRIETARY
The Roadmap for the Precisely products described herein is provided
for informational purposes only and is subject to change at the
Precisely group of companies’ sole discretion. The Precisely group of
companies makes no representations or warranties regarding the
information provided in the Roadmap for the Precisely products.
CONFIDENTIAL AND PROPRIETARY
The Roadmap for the Precisely products described herein is provided for informational purposes only and is subject to change at the
Precisely group of companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the
information provided in the Roadmap for the Precisely products.
EXISTING PLANNED UNDER CONSIDERATION
Released In Development To Be Prioritized
MARQUEE
FEATURES
NOVEMBER 11, 2022
20.3 Release
• Search on documents
• Improvements in script migration utility
• Evolve Forms – Show a progress bar while the form
is loading
• Windows 11, Windows Server 2022, Office2021
support
JANUARY 2023
SAP S/4HANA 2022 Certification – GA
April 1, 2023
Fiori apps automation - Beta 2 Release
• SAP GUI for HTML
• SAP Fiori Application
September 15th, 2023
20.3.2 release
• SAPGUI 8.00 32 bit client
December 2023 23.0 Release
• Studio for Studio Administrator with SSO
• Precisely rebranding
• Evolve archival improvements
• Evolve portal user scalability of 30K users
• Microsoft SQL Server 2022
• Evolve SCIM support
• Evolve w/Precisely Location Intelligence
• SAP Data API solution migration tool
• Long text support for IA05 & IA06
Q4 2023/Q1 2024
• AFM for SAP S/4HANA 2023
March 2024 24.0 Release
• Studio for Fiori apps and SAP GUI for HTML
upload automation release
• Studio Administrator improvements
• SAP MDG integration
• Studio for Fiori apps and SAP GUI for
query automation
• Studio for ODATA integration (AI/ML?)
• Multi-tenant, hosted Evolve portals
(PreciselyOne concept)
• Evolve predictive machine learning
• Address Evolve/SM feature limitations
for Fiori/GUI for HTML Studio usage
• SAP Data and Digital Access API
reporting improvements
• Evolve Solution building improvements
Roadmap: Precisely Automate
CONFIDENTIAL AND PROPRIETARY
The Roadmap for Precisely Automate described herein is provided for informational purposes only and is subject to change at the Precisely group of companies’ sole
discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the Roadmap for Precisely Automate.
Published September 2023
Generative AI Mockup:
Citizen Developers re-imagined
▶ Final Prototype - Evolve Portal using ChatGPT (figma.com)
Confidential and Proprietary
AI cake in the making
Studio is the central building block of our product family (see cake)
• Studio with Studio Administrator
• Studio with Studio Manager and Evolve
• Studio Professional (Fiori upload only initially) (coming 24.0)
• Plan to add Studio with Fiori query to complete Fiori solution
• Plan to add Studio with other systems of record query then mass upload
• Gen AI opportunity: research in how to create a Studio with ODATA
Developer for Fiori query & other SORs queries and using gen AI Studio w/Studio
Administrator
Studio Manager
Evolve
Evolve Portals
CONFIDENTIAL AND PROPRIETARY
The Roadmap for Precisely Automate described herein is provided for informational purposes only and is subject to change at the Precisely group of
companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the
Roadmap for Precisely Automate.
Evolve Machine Learning POC: Summary
• Precisely own developed AI algorithm for advanced data prediction in SAP master data
• The algorithm takes the historical data as training input and generates a decision tree model as output
• Field config table for flexible rules management in Evolve form to turn on/off whether field value
should be derived from AI service
• Extensible Evolve AI framework for other fields and AI models
• POC use case: Material Master Creation
AI output fields are used to pre-
populate and validate form
fields
User enters minimum
number of input fields
User Form(e.g. New
material creation)
AI predicts output fields based
on delivered input fields
Confidential and Proprietary
Q & A
Thank You

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Looking Ahead: The Future Of Automation and Live Q&A

  • 1. Automate Roadmap September 2023 CONFIDENTIAL AND PROPRIETARY The Roadmap for the Precisely products described herein is provided for informational purposes only and is subject to change at the Precisely group of companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the Roadmap for the Precisely products. Tim Fujita-Yuhas | VP Product Management
  • 2. Automate Studio mission Confidential and Proprietary Precisely Automate desktop products with hosted Studio Manager deliver a trusted solution for citizen developers, in enterprises and B2B service providers, that automates mass SAP data operations to help companies achieve measurable savings and ROI within minimal IT support.
  • 3. Automate Evolve mission Confidential and Proprietary The Precisely Automate Evolve platform enables enterprises to intelligently automate complex, data-intensive SAP master data processes that rely significantly on human-in-the-loop activities for managing customer, vendor, and material master data processes at scale: Delivering greater agility, speed, and governance to customers while achieving higher data quality, data integrity, and driving measurably better business results.
  • 4. Automate Roadmap Themes Customer Retention Renewals or getting customers to migrate from one legacy product to the Automate products along with increase in subscription conversion Customer Growth Net new logos or getting existing customers to buy more whether it is more client licenses, adding APIs or buying the portal framework Optimize product For customers who push the envelope of performance at scale, we're continuing to address their more challenging needs CONFIDENTIAL AND PROPRIETARY The Roadmap for the Precisely products described herein is provided for informational purposes only and is subject to change at the Precisely group of companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the Roadmap for the Precisely products.
  • 5. Precisely Automate Investment Theme 1H 2023 2H 2023 1H 2024 Customer Retention • SAP S/4HANA 2022 certification • Studio Administrator new licensing system for Studio • Evolve SQL Server 2022 support • SAP GUI 8.00 • SAP S/4HANA 2023 certification Customer Growth • Fiori App Automation beta 2 release: GUI for HTML • Precisely rebranding & UI refresh • SSO for Studio only customers • Long Text support for IA05/IA06 • SOC2 Type 2 compliance • SAP Fiori App Automation upload only release on Studio Administrator • SAP GUI for HTML Automation upload only release on Studio Administrator Optimize product • Evolve performance and scalability improvements • Evolve archiving capability • Evolve SCIM support CONFIDENTIAL AND PROPRIETARY The Roadmap for the Precisely products described herein is provided for informational purposes only and is subject to change at the Precisely group of companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the Roadmap for the Precisely products. CONFIDENTIAL AND PROPRIETARY The Roadmap for the Precisely products described herein is provided for informational purposes only and is subject to change at the Precisely group of companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the Roadmap for the Precisely products.
  • 6. EXISTING PLANNED UNDER CONSIDERATION Released In Development To Be Prioritized MARQUEE FEATURES NOVEMBER 11, 2022 20.3 Release • Search on documents • Improvements in script migration utility • Evolve Forms – Show a progress bar while the form is loading • Windows 11, Windows Server 2022, Office2021 support JANUARY 2023 SAP S/4HANA 2022 Certification – GA April 1, 2023 Fiori apps automation - Beta 2 Release • SAP GUI for HTML • SAP Fiori Application September 15th, 2023 20.3.2 release • SAPGUI 8.00 32 bit client December 2023 23.0 Release • Studio for Studio Administrator with SSO • Precisely rebranding • Evolve archival improvements • Evolve portal user scalability of 30K users • Microsoft SQL Server 2022 • Evolve SCIM support • Evolve w/Precisely Location Intelligence • SAP Data API solution migration tool • Long text support for IA05 & IA06 Q4 2023/Q1 2024 • AFM for SAP S/4HANA 2023 March 2024 24.0 Release • Studio for Fiori apps and SAP GUI for HTML upload automation release • Studio Administrator improvements • SAP MDG integration • Studio for Fiori apps and SAP GUI for query automation • Studio for ODATA integration (AI/ML?) • Multi-tenant, hosted Evolve portals (PreciselyOne concept) • Evolve predictive machine learning • Address Evolve/SM feature limitations for Fiori/GUI for HTML Studio usage • SAP Data and Digital Access API reporting improvements • Evolve Solution building improvements Roadmap: Precisely Automate CONFIDENTIAL AND PROPRIETARY The Roadmap for Precisely Automate described herein is provided for informational purposes only and is subject to change at the Precisely group of companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the Roadmap for Precisely Automate. Published September 2023
  • 7. Generative AI Mockup: Citizen Developers re-imagined ▶ Final Prototype - Evolve Portal using ChatGPT (figma.com) Confidential and Proprietary
  • 8. AI cake in the making Studio is the central building block of our product family (see cake) • Studio with Studio Administrator • Studio with Studio Manager and Evolve • Studio Professional (Fiori upload only initially) (coming 24.0) • Plan to add Studio with Fiori query to complete Fiori solution • Plan to add Studio with other systems of record query then mass upload • Gen AI opportunity: research in how to create a Studio with ODATA Developer for Fiori query & other SORs queries and using gen AI Studio w/Studio Administrator Studio Manager Evolve Evolve Portals CONFIDENTIAL AND PROPRIETARY The Roadmap for Precisely Automate described herein is provided for informational purposes only and is subject to change at the Precisely group of companies’ sole discretion. The Precisely group of companies makes no representations or warranties regarding the information provided in the Roadmap for Precisely Automate.
  • 9. Evolve Machine Learning POC: Summary • Precisely own developed AI algorithm for advanced data prediction in SAP master data • The algorithm takes the historical data as training input and generates a decision tree model as output • Field config table for flexible rules management in Evolve form to turn on/off whether field value should be derived from AI service • Extensible Evolve AI framework for other fields and AI models • POC use case: Material Master Creation AI output fields are used to pre- populate and validate form fields User enters minimum number of input fields User Form(e.g. New material creation) AI predicts output fields based on delivered input fields Confidential and Proprietary
  • 10. Q & A

Editor's Notes

  1. Hi my name is Tim Fujita-Yuhas and I’m the Vice President of Product Management for the Precisely Automate product family. I joined Precisely as part of the Winshuttle acquisition and I’m based in Seattle WA. I’m happy to be hear and talk with you regarding our roadmap and share some thoughts on product innovation ideas that we’re exploring in the areas of Artificial Intelligence and Machine Learning. Before we get started, how about a quick show of hands, how many of you are using Foundation or Evolve today? How many of you are only using our Studio desktop product? How many of you are using or planning to use SAP S/4HANA in the coming year Thanks that gives me an idea of what topics may interest you all. I’m going to share our mission statements for each product and explain our roadmap themes, then share how we view the roadmap and focus on what we are targeting for release in the next 12 months. Lastly, since generative AI specifically and AI/ML is going to be so disruptive to the way we work, I want to share a short proof of concept mockup that will illustrate how the concept of a citizen developer is going to radically change as a result.