How to Gain Visibility and Control for Your SAP® Business Processes
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How to Gain Visibility and Control for Your SAP® Business Processes
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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.
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How to Gain Visibility and Control for Your SAP® Business Processes
- 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
- 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
Notes de l'éditeur
- Note to sales: This slide is made to point out that Automate Evolve includes Automate Studio, but that customers can still use as a standalone solution to get some quick wins while they are developing workflow solutions in Automate Evolve. Note that the slide has a couple of builds in it to help you get the point across easier.
- By eliminating these manual processes, accounting managers and controllers can Improve their reporting Provide better forecasts Reduce time to close Reduce errors and subsequent corrections Accelerate their ability to respond to audit requests Audience: BDM, champion and business users. (financial controller, accounting manager, finance automation manager, SAP finance analyst)
- Note to sales: Extract data from SAP directly to Excel, Access, or an SQL database Use a visual interface (drag & drop) to create queries based on single tables, custom tables, joined tables, infosets or logical databases Execute SAP queries without slowing system performance 1 Add an extra layer of security on top of SAP for organization-level authorization No SQVI or SQ01 skills required
- Note to sales: Use this slide to highlight some of the key features of our workflow capabilities and how we can enable customers to dramatically reduce cycle times and improve compliance.