1. Saving time &
money using
Automate Studio
to query and
post SAP® data
Andrew Hayden |
Precisely
Sigrid Kok |
Precisely
Session 2: Agility and Resiliency
series

2. Questions!

3. Agenda:
• Recap: Session 1
• Company wants
• Automate Studio
• Round trip demonstration
• Use cases
• Summary

4. Recap:
Session 1
Doing more with less:
Improving SAP® master
data processes with Excel
to SAP® automation
• Companies need: Agility, Speed, Data Quality and
Integrity
• Automation effectively addresses the complexity
challenge
• The Precisely Automate platform
• Automate any SAP® process
• Demonstrated “Record-Map-Run” simplicity
• Precisely Automate makes an impact across your
SAP® landscape

5. Optimize staff
Companies want:
Reach ROI faster Realize digital
transformation success

6. Accelerating digital transformation
Data is the fuel for decision-making today
$1.04 trillion
spent
on
Hyperautomation
by 2026
80% of CEOs
accelerating
digital
transformation
45% of
enterprises
using SAP® are
leveraging
automation
67% spending
more on
technology than
people
Market is growing at 12% per year

7. 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

8. Precisely Automate Platform
WORKFLOW-ENABLED PROCESS AUTOMATION
Automate and streamline SAP® processes using
workflows
• Advanced form and workflow capabilities
• Advanced data stewardship capabilities via web forms
• Data automaton and management (Excel – SAP®)
• Extensive Audit and ROI reporting
• Detailed process analytics
• Process governance
• Centralized management
• Server-side file management and execution
• Attended or unattended automation
• Business-focused, low-code environment
Business users work
in Excel or web forms
Automate Evolve Automate Studio
STANDALONE DESKTOP
Exchange data with SAP® quickly and easily
using Excel
• Data creation and maintenance
• Data migration
• Operational reporting
• Data stewardship
Business users work in Excel
+

9. Automate
Studio
The right capabilities
to get SAP® work done
faster and improve
data quality.
9
Mass create
& update
using Excel
Data
stewardship
Fully
governed
Extract and
repost data

10. Build SAP data exchange scripts in 3
easy steps
Create
the SAP® data
exchange script
Map
the fields to
Excel or form
Run
Exchange data
with SAP® during
workflow

11. Easy, real-
time SAP data
extraction and
reporting
• Extract data from SAP® directly
to Excel, or Access
• Use a visual interface (drag &
drop) to create queries
• Execute SAP® queries without
slowing system performance
• Add an extra layer of security
on top of SAP® for organization-
level authorization
11
Outer & inner join
support
Multi field select
Flexible query selection
criteria

12. Update data with a round trip
12
the fields
Map
on SAP®
Run
the script
Record
the fields
Map Run
Select
Analyze
Report
Change
Extract
Load

13. Combine
functionalities
end-to-end
process
automation
• Round trips – extract,
manipulate and upload to SAP®
all within Excel
• Link scripts to create an end-to-
end solution with multiple
transactions running on a
sequence
• Schedule your templates to run
any time or run them as a
background process
13
Apply common or custom
settings across the chain
Link scripts from Transaction &
Query

14. Automate
Studio
Customer data management
•Sigrid Kok | Precisely

15. Create
operational
reports
15

16. Streamline
personnel
updates
• Manage SAP® data accurately
across the employee life cycle
from Excel
• Quickly create and change any
HCM objects
• Streamline integration with 3rd
Party HR Service Providers
• Efficiently handle merger and
acquisition activities
16

17. Accelerate
GL, AR, and
AP processes
• Minimize journal entry errors and
reduce your closing time
• Validate data in real time before
posting to SAP®
• Use ‘document splitting’ feature to
upload journal entries with more
than 999 lines
• Safely download real-time SAP®
financial data for ad hoc analysis
and custom reports
17

18. Fast, simple
material
creation and
updates
• Extract existing materials, apply
changes, and upload updated
records in SAP® all from within
Excel
• Enable automatic backups of
existing data before updating data
in SAP®
• Reduce errors and ensure data
quality with real-time validation
against SAP® before uploading
18

19. CHALLENGE
Dorman speeds through
master data changes
• Change subset of materials from ‘Manufactured’ to ‘Kitted’
• Update BoMs and Routings
• Change sales order to reflect non-kitted materials
RESULTS
• Minimal business impact
• Improved data quality
Hours Total Cost Difference
Manual Processes 60 $4,500
Using Automate
Studio
5 $375 $4,125 saved
3,000 materials converted in Q4,
2016
Savings = $123,750
Per 100 materials

20. 20
 Get work done faster
in SAP®
 Improve data quality
 Speed up data update
and change processes
 Make an impact across
your SAP® ERP landscape
 Get to value fast, at a low
TCA
Achieve more, with
less
Drive business results
and accelerate digital
transformation

21. 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:

22. Winshuttle is
now part of
Precisely,
the leader in
data
integrity

23. 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

24. 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

25. Thank you!