Greater control over your Automate Studio business processes means bigger, better results. We’ll show you how to enable your business users to interact with SAP from Microsoft Office and other familiar platforms – resulting in more efficiency and control of SAP transactions, along with improved data integrity and accuracy. For actionable steps, we’ll run through a journal entry demo and show you how to quickly build a journal entry script – no coding required. You’ll learn how to •         interact with SAP from both business user and script developer perspectives •         easily upload and submit SAP data from Excel •         validate and set policies before entering data into SAP •         improve data integrity and accuracy •         view errors that are reported and processed •         create and publish scripts for your various SAP t-codes, without any specialized coding skills You’ll leave this session feeling ready and empowered to reduce your dependency on inefficient manual processes and gain the governance and control you need for your SAP user interactions.

1. Precisely Studio
Manager
Bill Wiseman | Sr. Solutions Engineer
How to gain Visibility and Control for your
SAP Business Processes

2. Today’s Speaker
Bill Wiseman
Sr. Solutions Engineer, Precisely

3. Agenda
• Top 10 use cases in Finance
• Product overview
• Studio Manager Automation demos
• Author
• Business User
• Get more value with Studio
Manager
• Q&A
• Resources and training

4. The leader in data integrity
Our software, data enrichment products and
strategic services deliver accuracy, consistency, and
context in your data, powering confident decisions.
of the Fortune 100
99
countries
100 2,500
employees
customers
12,000
Brands you trust, trust us
Data leaders partner with us

5. Product Overview

7. 7
Exchange data with SAP
quickly and easily using Excel
• Data creation and maintenance
• Data migration
• Operational reporting
• Data stewardship
Data Automation Share, manage, & control
solutions across the
enterprise
• Basic 2-step workflow
• Centralized management
• Granular control of licenses, users
& policies
• Extensive audit and ROI reporting
• Server-side job execution
Centralized Management
Studio and Evolve overview, new features, and migration
Precisely Automate
Flexible and extensible products
Automate and streamline
business processes using
workflows
• Advanced form and workflow
capabilities
• Advanced data stewardship
capabilities via web forms
• Detailed process analytics
Process Simplification

8. Automate
Studio Manager
Share, manage & control
solutions across the enterprise
8
Automate Studio Manager
Centralized management
Share, manage, & control solutions across the
enterprise
• Basic 2-step workflow
• Centralized management
• Granular control of licenses, users & policies
• Extensive audit and ROI reporting
• Server-side job execution
Exchange data with SAP quickly and
easily using Excel
• Data creation and maintenance
• Data migration
• Operational reporting
• Data stewardship
Data automation
Automate Studio
• SAP Data API

9. 9
Get granular control with
Winshuttle Studio Manager
Assign and manage
user licenses
Track and report on
KPIs
Approve scripts prior to
use
Store and manage
content centrally
Manage SAP and
other data connections
Set granular policies for
data exchanges with
SAP
Run audit reports to
meet compliance
requirements
Enable approval step
before data is posted
Schedule and execute
jobs from the server
Enforce governance
through roles and
capabilities management

10. 10
Choose the best option for individual processes
Desktop Automation
Exchange data with SAP
quickly and easily using Excel
Web Form & Workflow
User-friendly web forms providing
advanced capabilities and
automated routing
Excel Workflow
Mass data routing, collection,
review, approvals, and processing
Automate Studio Add more value using workflows to simplify
business processes with Automate Evolve

11. 11
Our value
• Reduce time to close
• Improve financial
reporting
• Reduce errors and
corrections
• Accelerate auditing
procedures
• Improve Journal Entry
processes
Solutions for
record-to-report (R2R)
Desktop
Automation
Excel
Workflow
Form &
Workflow
Precisely Automate

12. 1. Demonstrate End User Journal Entry Experience
2. Create a Studio script and map to the Excel data
template
3. Submit the Studio script and Excel data template .
4. Approve script – script in now in Production mode
5. Deploy the solution.
6. Update Excel Template
7. Submit for Approval
8. Post the Data
Demonstration of
Excel Workflow
High level steps
12

13. Studio Manager
New Features
Adding More Value
13
Modern user
interface
SAML 2.0
support
Manage users
using AD Groups
SharePoint free
Cross-linked
scripts
Server-side job
execution
User apps

14. Q&A

15. Go further, faster
on the Knowledge
Community
• Find and share templates and scripts
• Tap into the invaluable expertise of Precisely
Automate users across industry, geography
and SAP® business processes
• Access the new online training series
• Show off your SAP® and Precisely Automate
solution expertise by earning badges for
contributing to the community
Additional Resources
Automate Studio 20.3 documentation
Automate Studio 20.3 Product Portfolio