Are you looking to improve the efficiency and productivity of your SAP ERP-centric business processes? You’re not alone, especially in today's fast-paced business environment.
One way organizations achieve this efficiency is by automating complex, data-intensive processes using APIs. These processes often involve SAP and other systems, and APIs enable seamless data sharing between them – helping to automate various business processes like order processing, inventory management, and customer account management.
Join our webinar on October 18 to learn more about the benefits of using APIs to automate SAP-centric business processes, and what that could mean for your business.
We’ll also demonstrate how APIs can automate data creation and management processes that require data from multiple systems. You’ll come away knowing:
the role of automation in your digital transformation journeyhow APIs can be used to automate specific processes – with practical examplesbest practices for using Precisely Automate and APIs to automate business processeshow Precisely Automate can become the hub for automating complex, SAP-centric processes across your organization
3. 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
4. Agenda
• Automation, hyperautomation and digital transformation
• Artificial intelligence in automation
• The value of an automation platform
• Success Stories
• Key takeaways
• About Precisely
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
Gartner KPMG KPMG ASUG
7. Be more agile
Customer needs:
Go faster Improve the quality and
integrity of your most
important data
8. Technology is a means to
an end: Data is the
currency of digital
transformation
- HfS Blog
10. Digital Transformation Elements
Data &
Processes
Automation
Cloud
AI/ML
Business Networks and
cross-company collaboration
User Experience
Digitalization
Self-service
End-to-end
process integration
Process Intelligence
11. Precisely Automate portfolio
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
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
Automate Studio Manager
Business users
work in Excel
13. 13
APIs
Connected SAP data
management and process
automation
• RESTful API’s for automating
end-to-end processes
• Efficiently integrate systems to
processes and eliminate
manual data management
• Connect multiple systems and
cloud services with SAP
• Streamlined master data
processes
14. Set of RESTful APIs for
SAP data & process
automation
SAP Data API
REST API that enables direct
integration with SAP for scenarios that
don’t require data enrichment. Applies
to Studio Manager and Evolve.
Presentation name
14
Digital Access API
REST based API that enables external
software to kick start or update an
Evolve workflow for users to
contribute data before it is ultimately
posted to SAP.
3rd-party API
support
Connecting to other REST APIs that
enables an Evolve process to connect
to different system of records to read
or update data.
16. Presentation name
Simplifying SAP data integration
Adding value in the automation eco-system
16
SAP Data API
RESTful API that enables direct
integration with SAP for
scenarios that don’t require
data enrichment.
SAP ERP
PFM
API Call
RPA Bots
Partners
Third-party applications
Governance and
server scheduling
SAP Data API
17. 17
SAP Data API Details
Document history and
API usage data
Client Secret, Secure
Token, and Certificate
security options
Created using
Automate Studio SAP
API (JSON) mapping
Managed by Evolve API
Gateway
Usage-based API
licenses (record-based
usage)
Centrally stored in
Evolve SAPAPIStore
Library
Synchronous REST
API that enables
direct integration with
SAP for scenarios that
don’t require data
enrichment for
systems.
18. SAP Data API
Moving data from applications to SAP without workflow
Presentation name
18
Automate Studio Manager or Automate Evolve
SAP Data API
SAP ERP
Application Data
Unattended Process
Automation
SAP ERP System
Direct integration with
SAP for scenarios that
don’t require data
enrichment
19. SAP Data API
Moving data from applications to SAP without workflow
Presentation name
19
Automate Studio Manager or Automate Evolve
SAP Data API
SAP ERP
Application Data
Unattended Process
Automation
SAP ERP System
Direct integration with
SAP for scenarios that
don’t require data
enrichment
20. SAP Data API + RPA Bot
Moving data from applications to SAP without workflow using RPA Bots
20
SAP ERP
Systems of Record
and data stores
Automate Studio Manager or Automate Evolve
SAP Data
API
Process Automation
Direct integration with
SAP for scenarios that
don’t require data
enrichment
Application data
RPA Bots collect data
from one or more
systems
RPA Bots
22. Presentation name
Evolve only APIs
Triggering Evolve processes
22
Evolve Digital Access
API
RESTful API that enables external process
to kick start or update an Evolve
workflow for users to contribute data
before it is ultimately posted to SAP. SAP ERP
PFM
Proces
s Data
Process and Data
management
Automate
Evolve
23. 23
Digital Access API Details
Document history and
API usage data
Client Secret, Secure
Token, and Certificate
security options
API called from third
party system
Managed by Evolve API
Gateway
Usage-based API
licenses (record-based
usage)
Stored inside form or
Excel workflow solution
Asynchronous REST
API that enables
external applications
to start Evolve
workflow processes,
get/complete process
assignments, and get
data from a form
24. Evolve + Digital Access API + CRM
Enabling multi-application end-2-end process automation
24
User Input
SAP ERP
Systems of Record
and data stores
Automate Evolve workflow
Digital Access
API
Process Automation
CRM Records
CRM System
Automatically post data
updates to SAP upon
final approval
Request Form Data Collection
SAP
Validation
Review
& Approval
25. Evolve + Digital Access API + 3rd
Party Software
Automate invoice processing and approval
Presentation name
25
Automate Evolve: Invoice Review & Approval Workflow Process
SAP ERP
Digital Access API
Kicks off workflow
Process Trigger
Process Automation
SAP ERP
PDF Invoice received
Structured Invoice Data
Approved invoice posted to
SAP ERP, for payment, and
original PDF attached
Invoice Form
Received
Data Collection
SAP
Validation
Review
& Approval
Review,
compare and
attach invoice
26. Evolve + Digital Access API + SAP
Trigger review and approval workflows from within SAP
Presentation name
26
Automate Evolve: Invoice Review & Approval Workflow Process
Digital Access
API
Process Triggered
inside SAP
Process Automation
ERP
Form Received Data Collection
SAP
Validation
Review
& Approval
Approved data posted to
SAP ERP
27. Supplier Data
Management
Request
Form
AUTOMATE EVOLVE
Data
Collection
SAP
Validation
Review
& Approval
Spectrum
OnDemand
DATA QUALITY &
ENRICHMENT
DATA SOURCES
Systems
Spreadsheets &
docs
Databases
Portals
People
DATA TARGETS
Systems
Data lakes
Reports
Databases
Data pools
Apps
VENDOR
EnterWork
s
PRODUCT
CUSTOMER
ASSET
LOCATION
MATERIAL
ENTERWORKS MDM
CENTRALIZED DATA
GOVERNANCE
CROSS-DOMAIN
INTELLIGENCE
DATA QUALITY
SAP ERP
PFM
ENTERPRISE GRADE WORKFLOW
DEEP INTEGRATION WITH SAP AND ENTERWORKS
Save to System
of Record
Internal
Requestor
29. Evolve + 3rd Party REST API + Data
Source
Account Address Verification for Sales and Service Processes
29
User Input
SAP ERP
Systems of Record
and data stores
Automate Evolve workflow
3rd Party
REST
API
Process Automation
Precisely Spectrum
Spatial
Address data source
Automatically post
accurate account data
to SAP upon final
approval
Account Create
Form
Data Collection
SAP
Validation
Review
& Approval
30. 30
User input
SAP S/4HANA ERP
Systems of Record
and data stores
Automate Evolve workflow
Review, approve, and/or enrich data for posting
3rd Party REST
API
Process Automation
Application and
Product Data
Automatically post new
or updated record to
SAP upon final
approval
Evolve + 3rd Party REST API + Multiple systems
Synchronize data between SAP S/4HANA and Other Sources
31. Evolve + 3rd Party REST API + AI/ML
Algorithm
Intelligent, AI-based auto-fill: Material Create process
31
User Input
SAP ERP
Systems of Record
and data stores
Automate Evolve workflow
3rd Party
REST
API
Process Automation
Evolve AI Framework
Artificial Intelligence
Framework
Automatically post
accurate material data to
SAP upon final approval
Material Create
Form
Data Review
and Corrections
SAP
Validation
Review
& Approval
Evolve AI Algorithm
32. AI comes in various flavors
Generative AI Predictive AI
Goal Create new content Make accurate predictions
Algorithms
Complex algorithms and deep learning
based on LLMs
Statistical algorithms based on machine
learning and observations
Output
New content such as text, images,
music, etc.
Predictions such as the likelihood of a
field value or routing destination
33. Master Data Creation - Materials
Constant new materials
creations and changes
Highly manual,
complex process with
lots of possible data
entry error points
34. Master Data Creation - Materials
To improve data
quality, companies
typically set out to
define 100s of data
validation rules
Embed your business
rules
to improve data quality
35. Challenges in establishing business
rules
Heavy reliance
on SMEs and
tacit knowledge
Gaining cross-
functional
alignment is
time consuming
Covering edge
cases in a rule is
difficult
Even rules do
not achieve
100% data
quality
What if you could eliminate the need for many of
these rules by using Machine Learning?
36. Master Data Creation with ML
ML output fields
are used to pre-
populate and
validate form fields
User enters
minimum
number of input
fields
New material
creation request
ML predicts output
fields based on
delivered input
fields
37. Benefits of AI & Machine Learning
• Improve data entry and decision making through
recommendations
• Improve data quality through ML-based checks
• Create rules and predictions that are not possible without ML
• Reduction of hard-coded rules
• Reduce complexity to determine business rules
• Reduce time to value in solution development
40. Key
Takeaways
Hyperautomation
success depends on
adopting a best-of-
breed portfolio
approach
• Automation is key for achieving data integrity
• AI and Machine Learning will drive digital
transformation
• Automate’s flexible platform can be the heart of
a successful automation strategy
• We have an established track record of
delivering automation success
• Focus on complex, data-intensive, master data
use cases that are centered on ERP
41. 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
Alternative Headlines:
-
Alternative Sub-Headlines:
Hyperautomation for your digital transformation dreams
Driving digital transformation success
What are we going to talk about today…
Why is automation such a hot topic in the IT world these days? The pandemic showed many of the shortcomings of our decades of digital transformation efforts. We have spent years and countless dollars digitizing our data and processes, but when the pandemic hot, many of us were caught flatfooted by it’s limitations. As a result, we are now seeing that for many of us, the next step on our digital transformation journey is automating our critical business processes. Many of these are centered on SAP ERP systems and involve creating and managing master data.
Now, let’s look at the needs and wants that companies have coming out of the pandemic and how they can be addressed through automation.
Gartner – And growing at 12% CAGR
KPMG
KPMG
ASUG
Gartner
Talk track:
Coming out of the pandemic, many of the critical needs our companies have are the same as they were before the pandemic, but now there is a more urgent need to address them before we are faced with another sudden, existential disruption.
Talking with our customers we believe the three core needs that companies have, which can be addressed by automation are:
1.) The need to be more agile, with the ability to pivot and adapt when our businesses or markets are disrupted.
2.) We continue to need to go faster to meet competitive threats and keep up with the ever-accelerating changes we see in the marketplace
3.) We need to do these first two while improving the quality and integrity of our most important data – our master data. Since data has become the fuel we use to make critical business decisions, we need to make sure that it is of the highest quality and that we can rely on it.
This quote does a great job of summing up the importance of data in executing digital transformation. It sets up our discussion for the interdependence of process and data and sets Precisely apart from many of the other process automation providers.
Multiple pressures for CXOs to become more agile and productive drive their Digital Transformation initiatives using Hyperautomation to transform their business processes. The era of tactical automation is shifting towards a more holistic and orchestrated process automation and improvement. To accomplish this companies look not only at Automation and Digitalization but many other aspects like Integration, User Experience, Process Intelligence etc and it often involves a redesign of existing processes. And that’s also where data and the correlation between data and processes that we have been touting for years comes into play.
In this context of transforming processes holistically and end-to-end, companies understand the importance of data and the connection between data and process. And now as part of Precisely we can offer customers both Hyperautomation and Data quality and Integrity solutions to support these strategic Digital Transformation initiatives.
The Precisely Automate portfolio offers a flexible set of offerings that can help you achieve your automation goals.
Automate Evolve is our process automation platform that delivers a flexible, scalable solution environment that can automate almost any SAP-centric process challenge.
In addition to the process automation and workflow capabilities, Evolve also includes the data management and automation capabilities of our Studio product
Automate Studio is the premier Excel-to-SAP automation platform for simplifying and streamlining almost any SAP ERP process that does not require workflow.
Automate Studio Manager enhances the capabilities of Studio by centralizing and governing Automate Studio processes including capabilities for server-side job execution and scheduling as well as simple two-step workflow.
And, the entire Precisely Automate portfolio includes integrated data stewardship capabilities that help you significantly improve initial data quality.
We’ll talk more about the capabilities of the portfolio in a few minutes.
Why is automation such a hot topic in the IT world these days? The pandemic showed many of the shortcomings of our decades of digital transformation efforts. We have spent years and countless dollars digitizing our data and processes, but when the pandemic hot, many of us were caught flatfooted by it’s limitations. As a result, we are now seeing that for many of us, the next step on our digital transformation journey is automating our critical business processes. Many of these are centered on SAP ERP systems and involve creating and managing master data.
Now, let’s look at the needs and wants that companies have coming out of the pandemic and how they can be addressed through automation.
With the 20.2 release of Winshuttle Evolve, the platform now includes a set of RESTful APIs that enable Evolve to manage and automate broader, end-to-end processes by connecting multiple systems and cloud services with SAP.
These API's help solution developers efficiently integrate systems to and processes to eliminate manual data management that often leads to poor data quality and ungoverned process tracking.
For teams creating seamless, end-to-end solutions, Evolve automates business processes that require complex SAP data interactions with other, third-party systems like Salesforce, or that use the ODATA protocol. Traditionally, processes like these required inflexible, custom solutions that do not easily adjust to dynamic business environments. Evolve gives you the agility and flexibility you need to compete and thrive in today's business landscape.
With Evolve 20.2 we are including access to three RESTful API’s that will further enhance your digital transformation and automation efforts. They are:
SAP Data API: REST API that enables direct integration with SAP for scenarios that don’t require data enrichment. It acts as the last-mile into SAP for other applications and combines eliminates the need for RPA bots to screen-scrape the UI to deliver faster, more stable process automation.
Evolve Digital Access API: This RESTful API allows you to seamlessly launch Evolve workflow processes for either human-assisted workflows or completely automated sequences with your SAP ERP system.
Evolve 3rd-party API support: This RESTful API enables Evolve solution developers to easily integrate with other systems of record that have RESTful APIs, such as Salesforce or SAP’s ODATA service. You can query data from these third-party systems into your process or send
This combination of API’s available with Evolve 20.2 delivers a significant benefit to SAP teams looking to be part of larger, more complex digital transformation and automation efforts.
SAP Data API
RESTful API that enables direct integration with SAP for scenarios that don’t require data enrichment. It acts as the last-mile into SAP for other applications and combines eliminates the need for RPA bots to screen-scrape the UI to deliver faster, more stable process automation.
The SAP Data API enables direct and differentiated integration, via the Winshuttle Function Module, with SAP ERP systems for loading data into SAP and has scalable runtime performance.
It is an add-on to Studio Manager and Evolve and activated by a license key.
Easy inbox upgrade
This API is commonly applied to these types of direct SAP integration
RPA Bots
Partners software integration like Abbyy
Or third party applications that need to get data easily in and out of your SAP ERP system with enormous flexibility offered by the ease of leveraging studio scripts..
Note to sales:
This is summary of what we used to call user governance in Foundation.
SAP Data API
RESTful API that enables direct integration with SAP for scenarios that don’t require data enrichment. It acts as the last-mile into SAP for other applications and combines eliminates the need for RPA bots to screen-scrape the UI to deliver faster, more stable process automation.
The SAP Data API enables direct and differentiated integration, via the Winshuttle Function Module, with SAP ERP systems for loading data into SAP and has scalable runtime performance.
It is an add-on to Studio Manager and Evolve and activated by a license key.
Easy inbox upgrade
This API is commonly applied to these types of direct SAP integration
RPA Bots
Partners software integration like Abbyy
Or third party applications that need to get data easily in and out of your SAP ERP system with enormous flexibility offered by the ease of leveraging studio scripts..
SAP Data API
RESTful API that enables direct integration with SAP for scenarios that don’t require data enrichment. It acts as the last-mile into SAP for other applications and combines eliminates the need for RPA bots to screen-scrape the UI to deliver faster, more stable process automation.
The SAP Data API enables direct and differentiated integration, via the Winshuttle Function Module, with SAP ERP systems for loading data into SAP and has scalable runtime performance.
It is an add-on to Studio Manager and Evolve and activated by a license key.
Easy inbox upgrade
This API is commonly applied to these types of direct SAP integration
RPA Bots
Partners software integration like Abbyy
Or third party applications that need to get data easily in and out of your SAP ERP system with enormous flexibility offered by the ease of leveraging studio scripts..
Evolve + Digital Access API + SAP
Scenario: SAP process that needs a review and approval workflow triggered from within SAP. Essentially an SAP-centric round trip with Evolve workflow.
(XOM use case????)
The Digital Access API allows you to seamlessly launch Evolve workflow processes for either human-assisted workflows or completely automated sequences with your SAP ERP system. For human-assisted workflows, you use a web form leveraging all of the functionality in Evolve.
This slide shows how other system of records use the Digital Access API to start or update an Evolve workflow (so both Process and Data are involved in this workflow interaction).
Similarly, the workflow may connect with these systems to store or retrieve information as part of the workflow execution.
Note to sales:
This is summary of what we used to call user governance in Foundation.
Evolve + Digital Access API + 3rd Party software
Example: Email invoice received and digitized by Abby, API call made to Evolve to kick off review and payment approval workflow for SAP Finance
Process and approve your invoices with SAP Build Process Automation
https://discovery-center.cloud.sap/missiondetail/3260/3344/
Evolve + Digital Access API + SAP
Scenario: SAP process that needs a review and approval workflow triggered from within SAP. Essentially an SAP-centric round trip Evolve workflow.
(Schwartz IT use case????)
Cost centers created in SAP, wanted to have business users to be able to review in a business user-friendly interface. Evolve delivered a quick way to accomplish this.
Larger MDM use case for Evolve and EnterWorks managing data across multiple systems and
EnterWorks calls the SAP Digital Access API through Evolve
Evolve + Digital Access API + SAP
Scenario: SAP process that needs a review and approval workflow triggered from within SAP. Essentially an SAP-centric round trip with Evolve workflow.
(XOM use case????)
Evolve + Digital Access API + SAP
Scenario: SAP process that needs a review and approval workflow triggered from within SAP. Essentially an SAP-centric round trip with Evolve workflow.
(XOM use case????)
Evolve + Digital Access API + SAP
Scenario: SAP process that needs a review and approval workflow triggered from within SAP. Essentially an SAP-centric round trip with Evolve workflow.
(XOM use case????)
Delivers the data into the form in a synchronous way. Data goes to Algorithm. AI reviews data and then fills the form.
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.