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TRANSCRIPT
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RPA for SAP 101
Automate your financial SAP processes
with Winshuttle’s RPA for SAP
Copyright Winshuttle 2017
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Jay JunttiSolution Marketing
Winshuttle
Seattle
Tim WoodhouseStrategic Sales – Shared Services & GBS
Winshuttle
London
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POLL #1
What is your personal familiarity with RPA?
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Scripting tools
Screen scrapers
Robotic process automation
Cognitive intelligence
Machine intelligence
Artificial intelligence
Cognitive learning technology
Autonomic platforms
Cognitive computing
Business process management
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Defining RPA and IA
Robotic Process Automation (n)Software used to capture and interpret existing applications for the purpose of automating transaction processing, data manipulations, and communication across multiple IT systems1
Intelligent Automation (n)Automate non-routine tasks involving intuition, judgment, creativity, persuasion, or problem solving2
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3 Characteristics of RPA
No programming skills neededBuilt for business users so they can easily drag-and-drop or configure as needed to fit their process, without any coding
Interfaces with existing systemsAccesses current software and systems
Scalable for enterpriseRespects requirements for security and governance
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Use Cases for RPA
Vendor payments
Journal entries
Vendor inquiries
Asset depreciationComplexity
Occurrence
Customer invoices
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Practice vs Implementation
QuotesPurchase
OrdersReceiving
Invoicing/
PaymentReporting
Supplier
Management
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Hope vs Reality
Extensive investment
Built for many processes
Technical debt for users
Longer time to value
vs
Built for your use case
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POLL #2
Is your organization currently using RPA?
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Elements for Successful RPA Orchestration
UsabilityArchitecture Integration Exception handling
Security Configuration features
Deployment features
Vendor support & documentation
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Winshuttle SAP centric RPA
Faster
More robust & higher quality result
Lower cost & business user driven
1,000’s of successful customers
Core RPA Core RPA + BPM
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Load data from ExcelDevelop fast automation
No ProgrammingAudit Compliant
Portable automationsSecure & ReliableDoesn’t rely on IT
much more…
LSMW ReplacementFinance
Accounts PayableAccounts ReceivableAccruals/Deferrals
GL Postings/Adjustmentsmany more…
System of Record Integration
Data MovementData qualityDashboards
Process AutomationProcess Management
much more…
Application Data Management
Master Data Management
Mass data changesData migration
Data integrationMass data entry
Data maintenanceReal-time ad hoc
reportingmany more…
Record to ReportOrder to CashProcure to PayHire to Retire
Plan to ProduceAcquire to Retire
Issue to Resolutionmany more…
General purpose ERP automation
ERP
Data Management Robotics Data Workflow & Governance
SAP Centric RPA – Any Process – Any T-code
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What is different about SAP centric RPA?
Generic RPA
Built for many processesSlower, less accurate and reliable, varying data locations, harder to change & maintain
Extensive investmentHeavy professional services investment, licensed per bot, more difficult to cost-justify
Technical debt for usersComplex, requires user training
Longer time to valueProject-driven implementation, requires months to automate, test & deploy
Deep SAP integrationFast, accurate, reliable, data coordinates, easy change & maintain
Low-cost user empowerment User implementation, licensed per named user, ongoing automation
Excel application deploymentFamiliar tools with no heavy infrastructure or system programming
Quick, high ROICan automate, deploy and return value in a day
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IT
Collect dataRuns solution
BUSINESS USERS
Develops new solution
Traditional model for automation
Make improvements
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Empowering the business to do more
IT
Collect dataRun scripts
Develop new scriptsMake improvements
BUSINESS SUPER USERS BUSINESS END USERS
Builds scripts orGoverns usage
WINSHUTTLE
How To Create A Robotic Process? ‘Record and Map’
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Authoring - Map
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Authoring - Map
WINSHUTTLE
Robots & CobotsCobot: "Collaborative robots are complex machines which work hand in hand with
human beings. In a shared work process, they support and relieve the human operator.''
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Email/Lights Out
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Cobot (Multiple Automation)
Master Data
Material , Source List and Purchase Info Record Creation in an automated process
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1. Create invoice
SAP Tcode:VF01
Based on the previously created sales order and delivery note the agent creates the invoice
2. Block invoice
SAP Tcode:VF02
To avoid issuing and sending the wrong invoice they block the invoices from being sent to client
3. Create return sales order
SAP Tcode: VA01
Agent creates a “return” Sales Order with the amount to be returned/cancelled referring to the original
Sales Order. The amount is an input from the step 1
Delivery cancellation process
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4. Create return delivery
SAP Tcode:VL01N
Agent creates the “return” Delivery Note for the amount to be returned/cancelled based on the Return
Sales Order the
5. Create return invoice
SAP Tcode: VF01
Agent creates the invoice for the return Delivery Note
6. Confirm execution of request
SAP Tcode: Z0425_WFBL_REPORT
After steps 1 - 5 done agent modifies the status of the original request to completed and fills in certain
fields based on the nature of the request (cancel, partial return, etc.)
Demo
Correct Data Ensures Automation“…coupled with a shift in the market toward transformative projects where buyers take an end-to-end perspective and where data curation is becoming a central theme of optimizing service delivery.”Source: Horses For Sources 2017
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SmartTable DemoTable that supports a group of related records in a web form
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SmartTable DemoTable that supports a group of related records in a web form
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WINSHUTTLE
Measure and Understand ‘Dashboards & BI’
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Top master data transactions automated
T-Code T-Code description Number of customers
Processing time saved by
automation
MM02 Change Material 751 86.52%
MM01 Create Material 630 88.20%
XD02 Customer Change 440 79.80%
VK11 Create Condition Records 408 78.60%
XK02 Vendor Change 392 86.70%
XD01 Customer Create 341 93.60%
VK12 Change Condition Records 242 77.80%
KS02 Change Cost Center 178 74.60%
KS01 Create Cost Center 177 94.00%
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Top finance transactions automated
T-Code T-Code description Number of customers
Processing time saved
by RPA
AS02 Change Asset 240 85.00%
FB50 Enter G/L Account Document: Company
Code XXXX
219 95.80%
FB01 Post Document: Header Data 211 95.20%
AS01 Create Asset 191 88.50%
FB60 Enter Vendor Invoice: Company Code XXXX 172 95.20%
FD32 Customer Credit Management Change 164 82.40%
FB02 Change Document 153 76.90%
KO01 Create Internal Order 120 93.40%
F-02 Enter G/L Account Posting: Header Data 113 92.90%
FB70 Enter Customer Invoice: Company Code
XXXX
91 95.60%
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“This comprehensive report describes an actionable set of eight elements required for successful RPA orchestration.”
Link provided to you following today’s webinar
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Join us for our next webinar on RPA
Contact us
Set up a 30 minute personalized demo
US: 1-800-711-9798UK: +44 (0) 208 879 5400
RPA for SAP: Best Practices for Success
Featuring Vodafone and Novacon
January 2018
winshuttle.com/events
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Q&A
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Thank you Visit winshuttle.com for more information