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1 Copyright Winshuttle 2015
Lean Data
Management
Your Speakers Today
Steve Spencer, Account Manager, Winshuttle
Sanaz Zarkesh, Solution Engineer, Winshuttle
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
Please use the GoTo Meeting Question & Answer Panel to ask your questions during
the webinar
We will be sending the link to the recording of this presentation later this week
4
Today’s Webinar
Agenda
Winshuttle Lean Data Management (10)
Demonstration (35)
Customer Case Studies (5)
4
Summary and Q&A (10)
Lean Data ManagementThe right data in the right place at the right time
• Streamline processes
• Reduce cost
• Continuous Improvement
Make decisionsfaster
SAP
Run organisationbetter
Data
User
Productivity
Process
Automation
SAP Data Management
Winshuttle
Studio
Winshuttle
Foundation
ConocoPhillips• Background:
– 3rd Parties Interacting with SAP Data
– Data quality impacting operations
– Volumes increasing
– Demand increasing
• Goal:
– Needed to do MORE with LESS and BETTER
• Solution:
– Implemented Winshuttle in 2011
– 9 Winshuttle scripts (Prioritised Value vs Effort)
• Results:
– Team of 5 increased output by 7 times
– Errors reduced (validation)
– Achieving MORE with LESS and BETTER
– NOT Cutting COSTS but ADDING VALUE through REMOVING WASTE
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ConocoPhillips
• Phase 2:
– Over time they solved the mass data
maintenance and creation problem
– BUT
– Errors persisted in the system
– Low volume requests increasing in the
business
o Adding people GUARANTEES
errors and delays
– Automating to data collection and
simplifying for the data owners was the
next step
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• Reduced Material Master Creation
process from 28 days to 14
• $1M annual savings
• Many more millions incremental revenue
Add Value
Improve SLAs, become
more strategic.
Flexibility
Make continuous
improvements.
Quality
Improve inefficient
processes.
Data Collection Data Validation Data Movement
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Apply Lean to your ERP
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Optimising Processes with Winshuttle
• Personnel Change Actions
• New Hire
• Creating & Changing Org Information
• Payroll/Time Admin
• Compensation Admin
• Benefits Management
• Many more…
• Journal Posting -Accruals & Adjustments
• Internal Orders
• Cash Management
• Fixed Asset Creation & Change
• Budgeting & Planning
• Profit / Cost Centers
• AP/ AR Posting
• Many more…
• Mass Data Changes
• Data Migration
• Master Data Management
• Data Integration
• Mass Data Entry
• Data Maintenance
• Real-time Ad hoc reporting
• Many more…
Hire-to-Retire Master Data Management
Order-to-Cash
• Quotation/ Sales Order Entry & Processing
• Contracts Management
• Shipping/ Delivery Notes
• Customer Invoices
• Credit Management
• Many more…
• Create & Maintain Requisitions
• Purchase Order Creation & Maintenance
• Production Planning
• Good Receipting
• Pricing Condition Changes
• Many more…
Procure-to-Pay
And
more!
Record-to-
Report
POLL #2
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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14 Copyright Winshuttle 2015
Lean Data Management Demonstration
Sanaz Zarkesh | Solution Engineer
15
Excel to SAP -
o Mass Data Upload
User Governance
o Repository
o Policies/Procedures
o Usage Logs/User
Management
Forms & Workflow
o Web User Interface
o Workflow
o SAP Integration
Winshuttle End User Capabilities
Roundtrip
o Extract-Change-Load
Finance - Journals
o Validate/Park/Post
o Single/Mass
Winshuttle’s Deployment Options
Standardized
and automated
processes
Limited automated
processes and
manual data
maintenance
Tactical Strategic
Mast
er
Data
matu
rity
Organizational focus on Master Data
Desktop
Eliminate manual
data entry and free
up valuable
resources.
Governed
Broader rollout to the
users without
compromising
governance & IT
control.
Workflow
Enabled
Full automation of
end-to-end processes
for data creation,
modification &
maintenance.
Winshuttle Desktop Usage
Mass Upload
Maintain Data
Multiple Processes
17
DataMovement
Demonstration
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19
User Governance
o Repository
o Policies/Procedures
o Usage Logs/User
Management
Forms & Workflow
o Web User Interface
o Workflow
o SAP Integration
Winshuttle End User Capabilities - Desktop
Desktop
Excel to SAP -
o Mass Data Upload
Roundtrip
o Extract-Change-Load
Finance - Journals
o Validate/Park/Post
o Single/Mass
Winshuttle’s Deployment Options
Standardized
and automated
processes
Limited automated
processes and
manual data
maintenance
Tactical Strategic
Mast
er
Data
matu
rity
Organizational focus on Master Data
Desktop
Eliminate manual
data entry and free
up valuable
resources.
Governed
Broader rollout to the
users without
compromising
governance & IT
control.
Workflow
Enabled
Full automation of
end-to-end processes
for data creation,
modification &
maintenance.
Winshuttle’s User Governance Platform
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21
22
User Governance
o Repository
o Policies/Procedures
o Usage Logs/User Management
Forms & Workflow
o Web User Interface
o Workflow
o SAP Integration
Winshuttle End User Capabilities- Governance
Excel to SAP -
o Mass Data Upload
Roundtrip
o Extract-Change-Load
Finance - Journals
o Validate/Park/Post
o Single/Mass
Winshuttle’s Deployment Options
Standardized
and automated
processes
Limited automated
processes and
manual data
maintenance
Tactical Strategic
Mast
er
Data
matu
rity
Organizational focus on Master Data
Desktop
Eliminate manual
data entry and free
up valuable
resources.
Governed
Broader rollout to the
users without
compromising
governance & IT
control.
Workflow
Enabled
Full automation of
end-to-end processes
for data creation,
modification &
maintenance.
Demonstration
24
25
User Governance
o Repository
o Policies/Procedures
o Usage Logs/User
Management
Forms & Workflow
o Web User Interface
o Workflow
o SAP Integration
Winshuttle End User Capabilities - Workflow
Excel to SAP -
o Mass Data Upload
Roundtrip
o Extract-Change-Load
Finance - Journals
o Validate/Park/Post
o Single/Mass
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User Governance
o Repository
o Policies/Procedures
o Usage Logs/User
Management
Forms & Workflow
o Web User Interface
o Workflow
o SAP Integration
Winshuttle Developer Capabilities
Excel to SAP -
o Mass Data Upload
Roundtrip
o Extract-Change-Load
Finance - Journals
o Validate/Park/Post
o Single/Mass
Form & Workflow Developer Breakdown
27
Create the Form
Record the Scripts
Publish to SharePointStart the Process
Create the Workflow Process
Developer
Demonstration
28
Winshuttle Development - Desktop
Record
MapRun
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Form & Workflow Development
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Create the Form
Record the Scripts
Publish to SharePointStart the Process
Create the Workflow Process
Skill Set Overview
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32 Copyright Winshuttle 2015
Customer Use Cases
Customer Case Study
• Challenges
– 420,000 UNIQUE changes to material master data per year
– Merging and standardizing the material creation process across 13 EMEA countries.
• Solution
– Winshuttle
• Results
– Streamlined data maintenance and improved data quality
– Freed up resources to be used toward more value added tasks
– Integrated company acquisition involving 10,000 parts in one weekend
• …literally would have taken months to complete
• “…faster response time directly translates into a more positive impact with our
customers. And with the man-hours saved, we’re able to redirect our focus toward more
value-added initiatives.”
– Tim Nicholls, EMEA Material Master & Data Management Manager
• Download more than 250,000 records a day into
Excel without impacting SAP performance.
• Replaced manual consolidation of data from multiple
SAP reports with query embedded in workbook.
Saved equivalent of four to five FTE days a
month.
• Controls that could be run only once a quarter are
now run weekly without additional staff or time.
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Customer Case Study –Custom Reports
The Winshuttle AdvantageThe right data in the right place at the right time• Skillsets required
– SAP Functional knowledge
– Business Process knowledge
• Agile Development– 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
35
About Winshuttle
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Referenceable Customer BaseThousands of enterprise customers in more than 60 countries
Staying Current with WinshuttleWinshuttle 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
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40 Copyright Winshuttle 2015
Thank You / Q&A
Recording and Q&A to be mailed
Evan Schulz/ Sales Director, UKI
Sanaz Zarkesh / Solutions Engineer
POLL #3
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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