Automate SaaS Offering: SAP® Automation In The Cloud
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Adopting a cloud-first IT strategy brings a host of benefits – like lower costs and stronger infrastructure – to name a few. Portals and APIs are two technologies driving cloud automation. In this webinar, we’ll explore how and why they should be your next go-to solutions – with demos so you can see for yourself. Here’s more of what we’ll cover: • SaaS vs. on-prem solutions: the differences in deployment, scalability, security management, support, and beyond • Eliminating manual data management and gaining better data quality through more efficient system integration, with APIs for SAP data and process automation • Automating processes requiring complex SAP data interactions with other third-party systems, like Salesforce • How our Automate Evolve portals help you automate processes beyond SAP to streamline master data creation and provide customized experiences for your customers – all with no code required
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Automate SaaS Offering: SAP® Automation In The Cloud
- 1. Automate SaaS Offering: SAP automation in the cloud • Charles Howard | Product Manager
- 2. Benefits of adopting a cloud-first IT strategy • Optimizing IT infrastructure • Lowering electricity expenses • Reduced staffing • Lower, more predictable capital costs • Improved reliability without the need for redundancy • Reduced carbon footprint 2
- 3. How does this compare to our current offering? Customer Managed Hosted Deployment options On premise, AWS, or Azure AWS Hosting & managed service agreement Not applicable Included Development & Production environments Customer Included Infrastructure support Customer IT/DevOps Included OS & database support Customer IT/DevOps Included Application support Precisely Included Managed services Not applicable Included Pricing & terms Not applicable Included Evolve/SM Upgrades Customer or Partner Included Control over all infrastructure aspects Customer Included Quickly scale to meet new demands Not applicable Included SSO configuration Professional Services or Partner Included Security management Customer Included
- 4. Precisely Evolve SaaS offering Trusted end-to-end support for your automation platform DEPLOYMENT SERVICES ONGOING MANAGED SERVICES SLA of 99.9% uptime Infrastructure provisioning Demonstrations before upgrade availability Environment testing Infrastructure planning and recommendations Response and resolution— infrastructure and cloud Intrusion protection with 24/7 monitoring Emails before upgrade availability Software installation Proactive vulnerability mgt. OS and database patching Upgrades scheduled SSO configuration Daily database backups 24/7 environment monitoring and support Evolve/Studio Manager upgrades included Management of compute, network, and storage Environment sizing Development & Production Proactive monitoring for uptime, capacity and performance Application patch deployment
- 5. 5 Operational/ environment support hours 24/7 Application Support hours 24/5 PRIORITY ESTIMATED RESPONSE TIME 4 – LOW Information or enhancements requests 24 hours or next business day 3 – MEDIUM Problem where acceptable workaround is available 8 hours or next business day 2 – HIGH System is operational, but functionality is seriously affected 4 hours 1 – CRITICAL System is down 1 hour Support case response time SLA Precisely support coverage
- 8. 8 Automate Evolve Portals Secure internet access for your SAP data • Create custom portals for customer, vendor, partner and employee self-service data management • Streamline master data processes • Simplified portal development experience • Internal portals for Winshuttle form users
- 9. 9 Widget-based design experience Simple to create and deploy • No-code portal development • Visual designer • Drag and drop simplicity • Connect to workflows • Enable customized user experiences • Collect supporting files
- 10. Adding external portals Custom web portals for external (and internal) stakeholders EXAMPLE USE CASES: • External vendor or customer portals for managing SAP data • Internal portals with custom landing pages 10 SAP ERP WFM Deployed Portal Portal users Hosted on Azure Automate Evolve Private Cloud or On-Premise
- 11. Evolve Portals capabilities & features 11 User Self-service Chat Users manage SAP data User dashboards Launch workflows Multilingual UI
- 12. Evolve Portals Example use cases Vendors/suppliers 1. Onboarding 2. Change requests 3. Profile management 4. Cost price updates 5. Etc. Presentation name 12 Customer 1. Onboarding 2. Change requests 3. Profile management 4. Etc. Distribution/partners/m&a 1. Onboarding 2. Joint Product Launch 3. Wholesale alliance 4. Cost price updates 5. Etc.
- 13. Evolve Portals Example Vendor onboarding 13 1. Employee creates a request to onboard a vendor 2. Vendor receives an email with link to sign up for the portal and register 3. Vendor registers on the portal, sets password and logs in to provide requested information on the form 4. The request and associated information is sent to the internal employee to approve the vendor 5. If all details are correct, vendor is approved and created in SAP NOTE: At every step of the process, Vendor can be notified about the process details via an email notification. SAP ERP WFM Vendor Portal Portal users Hosted Process and Data management Automate Evolve Private Cloud or On-Premise 1 4 5 2 3
- 14. 14 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
- 15. 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. Easy Inbox upgrade. Presentation name 15 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. Applies to Studio Manager and Evolve. Easy inbox upgrade SAP ERP WFM API Call RPA Bots Partners Third-party applications Governance and server scheduling SAP Data API
- 17. Presentation name Evolve only APIs Triggering Evolve processes 17 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 WFM Proces s Data Process and Data management Automate Evolve
- 18. Presentation name Enabling larger end-to-end processes Digital Access API 18 Example use cases • Creation of customer data across CRM and SAP • Creation of product data across PLM and SAP SAP ERP WFM Proces s Data Data collection for SAP Automate Evolve
- 19. Presentation name Evolve only APIs Interacting with other systems of record 19 Evolve 3rd-party API support Connecting to other RESTful APIs that enables an Evolve process to connect to different cloud system of records to read or update data. Includes ODATA support. SAP ERP WFM Data Process and Data management Automate Evolve
- 20. Presentation name Connecting to more systems of record Use Evolve to manage end-to-end processes 20 Example use cases • Collecting data from multiple systems • Multi-system data governance • Multi-system master data governance • Complex process automation SAP ERP WFM Data Process and Data management Automate Evolve
- 21. Presentation name Connecting to more systems of record Third-party RESTful API support 21 SAP ERP WFM EnterWorks Automate Evolve Generic Protocols SOAP SQL ODBC OLEDB ODATA REST
- 22. 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
- 23. Thank You
Editor's Notes
- Add something about archival
- Note to sales: Automate Evolve is built with a modern, intuitive user interface to speed up solution development.
- Note to sales: On this slide we want to highlight that we have a number of design features that enable people without SAP programming skills to quickly build solutions.
- Why Portals? A common request we have received from customers is to extend vendor/customer onboarding scenarios to stakeholders outside the organization. With Evolve Portals, you can build your own supplier self-service and customer self-service portals. And you will also be able to use this for internal portals, to build specific landing pages for specific groups of users. This extends Evolve use cases and opens up new opportunities for you to deliver more and better service for your customers and suppliers. External Portal deployment is available as an add-on to Evolve 20.2 and later. Talk to your sales rep about pricing for external portals based on your needs. You can also develop and deploy portals for internal audiences at no cost. In our conversations with Gartner, it’s been evident that this is an area that is still largely unsolved for a lot of customers. Companies are left trying piece together their own solutions. With Evolve Portals we are providing the fastest path to a custom portal.
- Note to sales: Our ability of offer a choice of front ends is another key differentiator against both BPA vendors and SAP MDG.
- Here are some of the use cases that we planning to address with the initial release of Evolve Portals. Onboarding, change requests, data updates and more can be accomplished through the portals.
- Let’s walk through an example use case of how Evolve Portals would work. We consider this an example of “Permission-driven” portal access, meaning that an internal employee will trigger portal registration/on-boarding process for the vendor who is going to be accessing the vendor portal. Employee creates a request to onboard a vendor Vendor receives an email with link to a sign up for the portal and register Vendor registers on the portal, sets password and logs in to the portal A task is assigned to the Vendor to provide other requested information on the form. Request is sent to the internal employee to approve the vendor If all details are correct, vendor is approved and created in SAP At every step of the process, Vendor can be notified about the process details via an email notification. To recap, the solution developer uses the Evolve Portal Builder to create this portal, and it is very easy for the solution developer to create and customize such a portal with the widgets you want.
- 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..
- 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.
- The Digital Access API is an asynchronous API that scales in terms of the amount of data managed and the frequency of process triggering. Doing this enables an external application to kick start or update an Evolve workflow before its data is ultimately posted to SAP. Using this API, you can also get and act on user assignments allowing you to show Evolve tasks on a UI other than Evolve.
- 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 data from your process to third-party systems depending on your use case. It can also be used in conjunction with the Digital Access API to manage and govern data using Evolve through complex process workflows to support broader digital transformation initiatives.
- This slide shows how these other system of records may 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.
- In fact, we’re increasingly encountering more and more non-SAP systems in our use cases. Even though SAP is still the dominant system of record, there is often a need to also connect to several other systems for complete automation of a use case. We have a deeply integrated experience when it comes to SAP and we also support a number of generic protocols for connecting to other systems and data sources. click Evolve can now support EnterWorks natively as a data source. In addition to that, we will continue to expand the generic protocols we support for connecting to other systems. More specifically, we’re adding support for REST and ODATA APIs which are typically the APIs you’ll find in a lot of cloud-based third-party applications. click This will be how Evolve solutions will connect to other SAP products that support ODATA. Depending on the specific third-party system, there may be additional future work required around authentication methods, but we have connectors for S/4HANA as well as Salesforce and we support a variety of authentication methods for connecting with third party systems coming out with this release. Next slide None/Anonymous: No authentication. Basic Authentication : Required User name and password when accessing APIs Http Headers : Where system key or secret or license key etc are required to send in Request HTTP headers. SAP Hana Basic: Required User name and password when accessing SAP Hana APIs
- 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.