[ COREY PEARSON. Driving Process Efficiency through SAP Business Workflow at Stanley John Hoover, Stanley Works Rajkishore Una, GyanSys Inc.

Transcription

1 Driving Process Efficiency through SAP Business Workflow at Stanley ] John Hoover, Stanley Works Rajkishore Una, GyanSys Inc. [ CHAVONE JACOBS ASUG INSTALLATION MEMBER MEMBER SINCE: 2003 [ ALLAN FISHER ASUG INSTALLATION MEMBER MEMBER SINCE: 2008 [ COREY PEARSON ASUG INSTALLATION MEMBER MEMBER SINCE: 2008

2 [ Abstract This presentation covers how Stanley is currently implementing the SAP Business Workflow tool for different core business processes in a procure-to-pay and order-to-cash scenario. Some of the topics include threshold and approval matrix, agent determination, and evaluation paths in HR organization structure for notification and work items. It also addresses challenges faced, tips and tricks, and lessons learned during the implementation. 2

3 [ Abstract (cont d) Key Learning Points: Workflow Automation to Solve Business Cases Integration with MM release strategy for purchase requisition and orders Integration with SD sales orders and discounts Integration with HR for employee mini-master and organizational structure 3

4 [ Agenda 1. Speaker Background 2. Workflow Overview & Benefits 3. Workflow Scenario s 4. HR Integration 5. Key Learning 6. Tips & Tricks 7. Questions? 4

5 [ Speaker Background John Hoover Sr. PM Stanley Works Six Full Life Cycle SAP Projects 12 years of SAP Project Management experience 19 Years of IT experience Security Data Center Operations Hosting Rajkishore Una GyanSys 15 years of SAP implementation experience 5

6 [ About Stanley Works Stanley Works S&P 500 $4 billon annual revenue 15,000+ employees worldwide 50,000 products (VC+) Core Business Divisions Construction and DYI Industrial Security 6

7 [ Stanley Security Solutions - Brands 7

8 [ Stanley SAP Initiatives Executing production processes within multiple 4.7 R/3 Modules for Security & Industrial Solutions businesses: MM, SD, PP, CS, FI, CO, HR, PS Currently implementing 2 separate businesses onto 4.7 platform. Final Roll-out in International presence in UK on ECC 5.0 8

9 [ About GyanSys Global headquarters located in Indianapolis Offshore delivery center is based in Bangalore, India Growth rate of over 100% for each of the last 3 years Certified SAP Services Partner Provides cost effective innovative solutions using onshore, offshore and near-shore delivery models Specializes in PLM, FSCM, CRM, SCM, HCM, SRM and other business suites on BI & Portal Ongoing partnership with SAP on Product testing and Education 9

10 [ Why Workflow 1. Workflow vs. ! 2. Workflow enhances the quality of process execution and tracking. 3. Embedded decision criteria and actionable items. 4. Real-time task management and prioritization. 10

11 [ Why Workflow Tasks are performed consistently and diligently by the users. A mechanism that automates business processes. Ensures adherence to that process Transparency of users and process Process data available at your finger tips Reporting exposes bottlenecks and inefficiencies 11

12 [ Workflow Overview Triggering Mechanism Events (publish and subscribe mechanism) Status Management Change Documents User Exits and others Manual Triggering Various Function Modules 12

13 [ Workflow overview PUSH vs. PULL methodology tasks Reports Jobs Manual status checking Phone calls 1. Defines who does what, when and in which order within a process 2. Allows parallel processing of the same type of steps 3. Background processing steps 4. Easy integration and reminders 5. Reacts to events in the system 6. Deadlines and Escalation 13

14 [ Workflow Components Workflow Task Object Method 14

15 [ Stanley Cycle Counting & Physical Inventory Approvals Customer Credit Product Returns Marketing & Samples Order Approvals Electronic Purchase Request to Procurement Discount threshold approval 15

16 [ MM: Procurement integration Business Case Manual paperwork intensive effort Multiple level and concurrent level approvals required Workflow Solution Automation Efficiency Audit and traceability 16

17 [ Procurement Diagram PO Requisition System generates workflow item to first approver Approver checks or SAP Inbox Access work item via with link to approval inbox Approver checks the PO details Multi or Concurrent Level Approvals.PDF APPROVED System sends approved and.pdf to Purchasing Group Rejected System sends only Rejected to Purchasing Group

18 [ SD: Discount & Pricing Approval Business Case Manual pricing, margins, and discounts Inconsistent pricing levels Workflow Solution Corporate wide discount thresholds Consistent pricing by customer tier Controlled exceptions 18

19 [ Pricing Workflow Diagram Discount Request System generates workflow item to first approver Approver checks or SAP Inbox Access work item via with link to approval inbox Approver checks the order & discount details Multi or Concurrent Level Approvals APPROVED System sends approved and releases order Rejected System sends only Rejected to Requestor

20 [ HR Integration Business Case Organizational levels Roles Data consistency Ease of use to maintain Purpose Keep up with business personnel changes Personnel assigned to role/position Workflow not tied to ID/name specifics 20

21 [ HR Integration 21

22 [ New Capabilities on ECC Responsibility Matrix Better Messaging and Collaboration capabilities Portal Integration with Universal Work List Greater use of Adobe interactive forms Part of SAP's overall BPM (Business Process Management) Strategy 22

23 [ Implementation Tips & Tricks Use Check Function Modules\Start Conditions Use caching algorithms when writing custom BOR methods Don t create superfluous container elements Objects - not simple variables 23

24 [ Key Workflow Transactions Workflow Builder (SWDD) Development Environment Workflow Log (SWI1) Administrative/Debugging Tool Business Workplace (SBWP) SAP Inbox Business Object Builder (SWO1) 24

25 [ Website Help & References SAP Workflow OSS Notes Issues related to File Attachment in the Workflow work-items Common problems in Workflow during upgrade to ECC 6.0 SAP Service Marketplace 25

26 [ Key Learning Points False As-Is Processes Change Management Communication Training Subject line (multi system) Support Resources: Technical admin Business admin Compliance and Control assistance (SOX, DOA/R&A, SOD) Why use Workflow? 26

27 [ Questions 27

28 [ Speakers Contact Information John Hoover John Hoover, Sr. SAP Project Manager Phone Web link Rajkishore Una GyanSys Inc., SAP Solution Architect Web link 28

29 [ ] Thank you for participating. Please remember to complete and return your evaluation form following this session. For ongoing education on this area of focus, visit the Year- Round Community page at [ SESSION CODE:

30 [ Stanley SAP Landscape 30