1 Copyright Winshuttle 2014

June 25th , 2014

Part One: A Better Way to

Integrate Excel and SAP

Your Speakers Today

Evan Schulz, Sales Director, Winshuttle

Sanaz Zarkesh, Solution Engineer, Winshuttle

Introduce Yourself to Us!

Time to Answer Polling Question 1 of 3

2

POLL #1

Please describe your role and responsibilities as they relate to

SAP business processes at your company.

(Please select one)

• Line of Business Management

• Business Analyst

• Information Technology Management

• Programmer – Systems Analyst

3

Agenda

Customer Use Cases

Excel and SAP - Why Integrate?

Demonstration

Mass data upload to SAP from Excel

Data round-trip between Excel and SAP

Excel form for casual user

Design time experience

Summary & Q&A

4

Please use the GoTo Meeting Question & Answer Panel to ask your questions during

the webinar

Please participate in our POLLS during the webinar

We will be sending the link to the recording of this presentation later in the week

5

Today’s Webinar

The path to better Data & Streamlined Processes

Speed

Increase the speed of

updating and creating

new materials, vendors,

customers and other

master data records.

Quality

Improve data quality by

eliminating errors,

completing omissions

and preventing

duplicates.

Flexibility

Make continuous

improvements to

master data processes

without complex

infrastructure or

programming.

Data Validation

Validate data against

rules inside and outside

of ERP

Workflow

Create role-based

governance processes

reaching all stakeholders

Analytics

Perform bottleneck

analysis and provide self-

service status reports

Mass Maintenance

Perform mass

maintenance directly

from within Excel

Winshuttle Crawl/ Walk/ Run

7

Standardised

and automated

processes

Limited automated

processes and

manual data

maintenance

Tactical Strategic

Org

an

isati

on

al

matu

rity

Organisational focus

Standalone Eliminate manual data entry

and free up valuable

resources

Capabilities

• Mass maintenance in Excel

• Ad-hoc queries to Excel or

Access

Governed Broader rollout to the

business without

compromising governance

Capabilities

• All Desktop capabilities

• Basic workflows on Excel

files

• Usage governance and

administration

Workflow Full automation of end-to-end

processes for data creation

and modification

Capabilities

• All Workgroup capabilities

• Web forms

• Custom workflows for

web forms and Excel files

• Server-based execution

• Process analytics

Customer Use

Cases

Customer Example

Use Cases include: • Data Migration for Go-Live

– Alcan acquisition = volume of data for new sites

– Winshuttle gave them the flexibility to get the job done fast and efficiently – not reliant on IT (LSMW)

– Migrated 8 US plants onto SAP, took 3 people, 4 days to move all the data over using Winshuttle

– Data included all open sales and purchase orders, GL balances, raw materials, etc.

• Budgets – Winshuttle gives a very flexible tool to download, adjust and upload budgets.

– Can adjust and re-adjust very easily by cost element/company etc. etc.

– Recently went through a budgeting cycle and went through 40 iterations using Winshuttle – was working in

front of the CEO and was able to present the new budget loaded in SAP in a matter of minutes and he could

not believe that they could do it that fast, rather than the normal go away for 3 days and re-present.

• Transfer Pricing – For 3,500 semi finished goods for US and Europe

– Download transfer prices, amend and re-upload in 6 minutes – compared to 3 days previously

– Competitive advantage - since they are able to reflect up to date pricing quicker and easier.

• Finished Goods – Creating F/Goods took hours – had customer Lotus Notes front-end solution = cumbersome & costly

– New front-end Winshuttle template = simple to use and strong end-user buy-in

• Vendor Contracts – Uses Winshuttle to change prices, quantities, add materials, delete lines etc.

• Mass Change – Validation and data checking to cleanse data (e.g. Vendors checks such as terms, contracts etc)

– Extract terms from 5 different areas in SAP to highlight/ensure consistency

– Front-end and SAP level validations enforced prior to posting changes

Customer Case Study

10

Maersk Global Service Centres (GSC)

9 SSC customers within A.P. Møller Maersk

Captive SSC

Phase 1Overview – 11 months into deployment

Locations: Pune, Chennai, Chengdu, Manila

Initial User Base: 170

Processes (Tcodes) Supported: 19

Benefits Received

60 FTE savings

100% + ROI

Case Study Video – Karsten Lund (URL)

Conference Speaker Session Video – Christian Salling (URL)

“We’ve realized substantial savings from Winshuttle, and with no application performance

issues. And with Winshuttle’s simple interface, we’ve actually seen increased usage in SAP

which means a higher ROI on our ERP investment.”

Maersk Line: F-28 Processing

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Receive data from location in excel via

email

Format the data, check for missing information

Select payment

application scenario

Post payment through F-28 t-code manually field by field

Investigate not posted transactions and correct

the data

Repost payment

application manually field

by field

150 sec per transaction

Script Scope of the script No. of transaction Main Challenges

F-28 Post Incoming

Payment

0.50 Million Change from investigation done line by line to bulk

checking.

Receive data from location in Winshuttle

template

Run Winshuttle script for the batch (bulk

data)

Investigate not posted transactions and correct

the template

Rerun Winshuttle script on errors

(bulk data)

15 sec per transaction

Origin

al Pro

cess

Win

shuttle

Pro

cess

Our Ambition Maersk Line: Benefits

• Local variants to standard processes reduced by greater than 50%.

• Unsupported macros reduced by 50%.

• Estimated 10-15% productivity gains overall.

• 50 FTEs redeployed to projects requiring higher domain knowledge.

• Zero IT development resources.

• Projected first year ROI of 100% to 400%

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13

Typical ERP Challenges

Accessibility

Productivity

Usability

GOAL:

Drive real and

sustainable business

value

Data

Quality ERP

Everything is Connected Master Data is the strength

of the data foundation

that runs the enterprise

Errors and omissions

in master data

Operational

problems

Sub-optimal

decision-making

Reporting

Transactional Data

Master Data

Costing millions in both lost opportunities

and having to rectify mistakes

Incorrect delivery addresses

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POLL #2

7

What are some of the challenges that you currently face with SAP usability?

(Please select all that apply)

• SAP GUI is very complex for our users to learn and use

• SAP process improvement requests take too long to build

• Managing SAP master data is time consuming and error prone

• Creating SAP queries and reports are too complex for us

• We spend too much time rekeying SAP data

ERP Promise and Pain

“Our ERP system

gives us the

infrastructure to

implement our ideal

business model”

Promise

“Our ERP system is

costly to maintain

and too inflexible

to meet changing

business needs.”

Pain

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Excel Is Default Choice for Users

Data Entry

Ad Hoc Reporting

Data Maintenance Mass Data Operations

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Excel Pros

12

Familiar interface

Flexible environment

Tabular format Ubiquitous tool

Accessible training

Low barrier to customize

Excel Pros

13

Familiar interface

Flexible environment

Tabular format Ubiquitous tool

Accessible training

Low barrier to customize

Excel Pros and Cons

No Security No Central Management

No SAP Validation No Structured Workflow

Requirements for Excel-SAP Integration

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• Respect SAP security

• Surface SAP functionality

• Integrate with structured processes

• Live within managed environment

• Maintain ease of use

POLL #3

Which of these SAP use cases would benefit your company and

thus help accelerate your SAP ROI?

(Please select all that apply)

• Streamlining SAP data entry and related workflow

• Improving SAP master data maintenance and control

• Creating SAP reports and queries with user friendly tools

• Integrating SAP with other legacy systems

• Easing the SAP upgrade & migration process

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Heroes who transform the way

their companies work.

Copyright Winshuttle 2014

Sanaz Zarkesh

Solution Engineer, Winshuttle

Demonstration: Desktop Excel Automation

Part 1:

Excel and SAP

Integration

Post Journal Voucher

Create Multiple Postings

Manage Errors,

Validate / Post

Budget Process

Extract Live Data - Review

Better Manage Budget Updates

AP Invoices

Collate and Post Invoices

Validate, Simulate,

Park / Post

Materials (MM)

Execute 3 processes – at once

Single Excel – End-to-

End

Authoring a Script

Select & Run

Record

Map

Run

Finance JE for

Finance

Link

Processes

Create

Script Round Trip

Winshuttle Crawl/ Walk/ Run

26

Standardised

and automated

processes

Limited automated

processes and

manual data

maintenance

Tactical Strategic

Org

an

isati

on

al

matu

rity

Organisational focus

Standalone Eliminate manual data entry

and free up valuable

resources

Capabilities

• Mass maintenance in Excel

• Ad-hoc queries to Excel or

Access

Governed Broader rollout to the

business without

compromising governance

Capabilities

• All Desktop capabilities

• Basic workflows on Excel

files

• Usage governance and

administration

Workflow Full automation of end-to-end

processes for data creation

and modification

Capabilities

• All Workgroup capabilities

• Web forms

• Custom workflows for

web forms and Excel files

• Server-based execution

• Process analytics

Excel to SAP

Q&A

Evan Schulz/ Sales Director, UKI

Sanaz Zarkesh/ Solutions Engineer

Part Two: A Better Way to

Integrate SharePoint and

SAP

28

June 25th , 2014

Agenda

Customer Use Cases

Winshuttle Workflow – Process improvement & governance

Winshuttle Forms & Workflow Demo

Q&A

Please use the GoTo Meeting Question & Answer Panel to ask your questions during the

webinar.

We will be sending the presentation & other materials from today’s session next week.

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Customer Use

Cases

• Reduced Material Master Creation

process from 28 days to 2

• $28M incremental revenue in 2013

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FMCG Customer

Customer Example Data Governance: • Background

– Early SAP adopters, as part of Eastman Kodak Company

– Global design shaped by early SAP functionality

– 78 company codes in 43 countries and 19 different languages

– Legacy Lotus Notes database applications to manage data change requests

• Goal – Long term plan to replace Material, Customer, Vendor and Pricing request processes in Lotus

Notes legacy application

• Solution – Implemented Winshuttle April 2012

– 2.1m transaction records have been uploaded using 308 scripts covering 63 different SAP transactions by 25 users and counting

– Identified use of forms & workflow for Material Master in July 2012

• Results – Within 4 weeks of starting the project they had a fully live US Dental Material Master Request

(MMR) process

“Winshuttle has been a great investment for Carestream. It allows us to build our platform for master data management in a modern way with tools that integrate into the back office seamlessly. We look forward to continued growth in the forms and workflow areas!”

Mary Farmer, Carestream

The path to better Data & Streamlined Processes

Speed

Increase the speed of

updating and creating

new materials, vendors,

customers and other

master data records.

Quality

Improve data quality by

eliminating errors,

completing omissions

and preventing

duplicates.

Flexibility

Make continuous

improvements to

master data processes

without complex

infrastructure or

programming.

Data Validation

Validate data against

rules inside and outside

of ERP

Workflow

Create role-based

governance processes

reaching all stakeholders

Analytics

Perform bottleneck

analysis and provide self-

service status reports

Mass Maintenance

Perform mass

maintenance directly

from within Excel

Use cases

• Paper based / Email based Processes

• Processes in Legacy systems

• Master Data Creation and Change

– Material master creation/change

– Engineering project requests

• HCM

– Personnel action

– New hire process

• Remote Enablement

– Vendor management

– Payment Request

37

New material is

requested

Manager reviews

Uploads to SAP

Purchasing

updates

Central data

team reviews

and approves

Flexible process flows Single & mass creation and maintenance

35

POLL #4

Is SharePoint used at your company – if Yes, which version?

(Please select one)

• Yes – SharePoint 2013

• Yes – SharePoint 2010

• Yes – Windows SharePoint Server (WSS 3.0) – MOSS 2007

• Yes – but I do not know which version our company uses

• No – our company does not have SharePoint

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37

Heroes who transform the way

their companies work.

Copyright Winshuttle 2014

Sanaz Zarkesh

Solution Engineer, Winshuttle

Demonstration: Enterprise SharePoint Integration

Part 2:

SharePoint and

SAP Integration

39

Forms and workflow scenario:

The solution authoring process

39

Record SAP

interaction

Design

workflow

process

Design look

and feel

Publish

solution

Assess

changing

requirements

Tweak design Publish solution

revision

Deploy continuous improvements rapidly

Evolve solution ownership

Flexibility and Adaptability

POLL #5

Please select one or more of the following use cases where you have an interest.

(Please select all that apply)

• Replace Paper based/ Email based Workflow Processes

• Update Processes in Legacy systems e.g. Lotus Notes

• Master Data Creation e.g. Material master creation

• ESS/MSS e.g. Personnel action, New hire process

• Remote Enablement e.g. vendor management, payment request

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The Winshuttle Advantage

• Skillsets required – SAP Functional knowledge

– Business Process knowledge

• No programming – Simple workflow development

– Short development cycle

• Empower business users – Simplified user experience

– Improved data validation

• Process visibility & governance

• Easy to adapt to changing business needs – Fast & flexible process improvement

– Supports iterative change

• Faster Time to Solution

• Faster Time to Value

About Winshuttle

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Referenceable Customer Base Thousands of enterprise customers in more than 60 countries

Staying Current with Winshuttle Winshuttle Website:

www.winshuttle.com

Winshuttle TV:

www.youtube.com/user/WinshuttleTV

Connect with us on:

www.facebook.com/winshuttle

www.twitter.com/winshuttle

www.linkedin.com/groups/Winshuttle-955267

Winshuttle Blog:

www.winshuttle.com/blog

45

• 5th Annual Winshuttle User Group Conference

• 27 – 29 October 2014

• Two full days of customer & expert led breakouts and training sessions

• Hear from other Winshuttle Customers including:

• Register by July 31st for Early-Bird Special: $499 (full pricing $699)

• For more information & to register: http://wug.winshuttle.com/

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Thank You / Q&A

Recording and Q&A

to be mailed

47

Evan Schulz/ Sales Director, UKI

Sanaz Zarkesh/ Solutions Engineer