1 Copyright Winshuttle 2015

SAP mass data maintenance using Microsoft Excel March 25th, 2015

Agenda • Introductions • Challenges – data movement & integration • Solution – lean data management applications using

Excel • Demo – MM02 (mass material maintenance) • Case Studies • Next Steps

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Please introduce yourself to us. What is your role as it relates to SAP?

Poll 1 of 3 • IT – programmer, analyst • IT – management • Line of business – programmer, analyst • Line of business - management

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SAP Promise and Pain

“Our SAP system gives us the infrastructure to implement our ideal business model”

Promise

“Our SAP system is costly to maintain and too inflexible to meet our changing business needs.”

Pain

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Everything is Connected

25% BAD

Decisions

ERP Data

Operations

Data Growth

Data is the lifeblood of any organization

Finance

Procure to Pay

Master Data

Order to Cash

Hire to Retire

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Complexity

Volume

H

L

L H

Lean Data Management

Manual

“Big Solutions”

The fast, flexible approach to ERP data operations

Speed

Don’t delay critical business activities.

Flexibility

Make continuous improvements.

Quality

Avoid costly business interruptions.

Data Collection Data Validation Data Movement

The Right Data – At the Right Time – In the Right Place

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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

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Familiar interface

Flexible environment

Tabular format Ubiquitous tool

Accessible training

Low barrier to customize

Excel Pros

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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

Using Excel w. SAP... Please describe your concerns when considering Excel as a replacement for the SAP GUI? Poll 2 of 3 – select all that apply • Security – controlling access to data updates • Central Management – who gets access to SAP master data

updates via Excel • Validation of Data – how does the data get validated during

updates • Audit Trails/Transaction Logging – what capabilities are there for

tracking material data updates

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Requirements for Excel-SAP Integration

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• Respect SAP security • Surface SAP functionality • Integrate with structured processes • Live within managed environment

MASS MATERIAL MAINTENANCE (MM02)

Lean Data Application example

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Pitney-Bowes Boosts Productivity Using Winshuttle for SAP Master Data

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Background In 1997, Pitney Bowes began rolling out SAP in Europe, and 17 years later, the implementation continues across its international plants and offices. Although it made sense for such a large-scale deployment to progress in stages, the company eventually realized that this scattered release had created a major data synchronization issues.

Challenges • Variant material master creation process across all EMEA

offices • Incorrect or duplicate part numbers in SAP • Significant manual data entry time required to complete

SAP loads and changes • 420,000 Material Master Records

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Solution • Pitney Bowes used Winshuttle to conduct routine

material updates across all of its 100 EMEA plants. • In the four years that Pitney Bowes has been using

Winshuttle, Nicholls and team have processed more than 8 million SAP master data transactions.

Benefits • Integrated company acquisition involving 10,000 parts in

one weekend • Streamlined data maintenance and improved data quality • Freed up resources to be used toward more value-added

tasks

Pitney-Bowes Boosts Productivity Using Winshuttle for SAP Master Data

After viewing this webcast... What do you see as benefits of using Excel for mass material maintenance? Poll 3 of 3 – select all that apply

• Better Data Validation - at time of mass material uploads

• Time savings - conduct thousands of material record updates saving massive person days

in terms of manual entry

• Rapidly create materials - more responsive to market demands for variations of product

• Security – controlled access to data updates

• Central Management – command and control access to SAP master data updates via Excel

• Audit Trails/Transaction Logging – governance and compliance with existing SAP framework

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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

Pactiv – Further on Down the Road

• www.Winshuttle.com – Check out our website for

videos and demos of various lean applications

• Master Data, Finance, Procure to Pay, Order to Cash and Human Resources

• Share this webcast

recording w. your colleagues • FAQs from the webcast • info@Winshuttle.com

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Furthering Your Journey to SAP Excel movement and integration

About Winshuttle

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20 Copyright Winshuttle 2015

Thank You / Q&A

Streamlining Material Master Creation using Lean Data Management Principles Download it here: http://www.winshuttle.com/webinar-material-master-creation

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