Efficiently Automating MDM and Business Process through Winshuttle: The Moen and Rockwell Automation Stories

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1 Efficiently Automating MDM and Business Process through Winshuttle: The Moen and Rockwell Automation Stories Presenter: Lance Yoder, Clear Process Solutions

2 About the Presenter LANCE YODER Case Western Reserve BS Chemical Engineering Rockwell Automation 10 years Manufacturing Engineer Cycle Time Optimization (3 yrs) SAP Data conversions (7 yrs) Material Master automation and other SAP data process improvements (3 yrs) Clear Process Solutions Winshuttle-enabled business process automation (both SAP and non-sap integrated) SAP data management improvement BI Dashboarding

3 About Clear Process Solutions Focused on no-code Process Optimization Winshuttle Winshuttle Forms / Workflow SAP Master Data management and automation SolutionCARE monthly block hour support FULL Product Authorized Reseller SharePoint Admin, planning and support Insights - Business Intelligence Dash-boarding

4 Winshuttle Platform Overview Desktop solutions Transaction, Direct Automates t-code and BAPI based processes by moving data from Excel or Access into SAP Query securely enables users to download data from SAP tables Enterprise solution Enables end-to-end process improvement Web based Forms and Workflows managed from SharePoint Integrate Form data with SAP without code Allow external parties to be part of the process All completed without code!

5 Winshuttle Platform Overview Security All SAP access based upon user running the process Cannot do things with Winshuttle you can t do in SAP with your access Can further restrict users ability to do SAP activities with Winshuttle Usability Drag and drop functionality Nearly all projects implemented without code Can be managed by Business Users and supported by IT

6 Rockwell Automation ERP SAP since 2007 currently ECC 6.0. Intranet SAP Portals & Microsoft SharePoint Winshuttle desktop products VAR Clear Process Solutions Founded 1903 Global operations

7 Problem Thousands of Material Master extensions to manage 203,000 Sales Extensions January '13 February '13 March '13 April '13 May '13 June '13 July '13 August '13 September '13 156,000 Plant Extensions January '13 February '13 March '13 April '13 May '13 June '13 July '13 August '13 September '13

8 Background SAP-base workflow cumbersome, slow to change, programming intensive People receiving unnecessary workflow tasks, pressing the button More SAP go lives = More time to MM extension and lower initial data quality

9 Solution Move workflow and data collection outside of SAP Use business rules to create data, not users Validate data outside of SAP Use Winshuttle to load good data into SAP Alert only the correct users of actions needed

10 The Process Collect requests Excel based smart request forms Gather live SAP data on those materials Winshuttle Query Validate the requests and apply business rules Access Extend the good requests Winshuttle Transaction Tell people the results through Access

11 Step 1: Import the requests Request staging folder Access Database Query input file with materials

12 Step 2: Extract Real-time SAP data Query Input File with materials Data from each Query stored in its own tab of a single spreadsheet Linked Query Scripts extract real-time SAP data

13 Step 3: Validate Requests / Apply Bus. Rules Extracted SAP Data in Excel Access Database: Button imports SAP data, validates requests, and applies business rules for additional data Validated and built data staged in a table within database ready for loading by Winshuttle Transaction

14 Step 4: Load Data to SAP via Transaction Data staged for SAP. Updated with SAP message by Transaction MM01 Transaction script loads data to SAP

15 Step 5: Generate Stakeholder Notifications SAP results reviewed Excel file containing messages and stakeholder for each message is attached to Access Database: Button reads SAP results and sends to stakeholders define by each situation

16 Keys to Success End User Experience: Users fills out a form and receives an with the results in a few hours with extension completed (if not rejected) Processer Experience: Runner never reviews any data. Simply presses buttons in Access and runs Winshuttle Query and Transaction Rules, Rules, Rules: Validation and business rules stored inside Access VBA. Makes the process very flexible, robust, and easy to manage by business Increases initial data quality and reduces post-extension maintenance

17 Keys to Success Business user managed, IT approved: IT: Infrastructure, hardware, application support BU: Winshuttle script development (no coding), business rule maintenance, process execution Winshuttle Central: A single source for scripts and governance: All runners have to use the same approved Winshuttle scripts. Makes change management easier. Users can t do things with Winshuttle they can t already do in SAP. Winshuttle just enables the business to do it faster and more accurately.

18 Benefit$ to the Bu$ine$$ Data quality up, rework down Winshuttle Transaction automates data load No keypunch or copy / paste errors Expanding capacity without adding people More data doesn t mean more people. Winshuttle does the heavy lifting. Sales org extensions 3,000/hr; Plant extensions 1,200/hr

19 Next Steps: Taking it to the Web Partner with Clear Process Solutions to consolidate licenses, expand into Webforms and Workflow Enabling better process tracking and metric collection Leverage Winshuttle s built-in SAP integration features

20 Additional Uses of Winshuttle Mass updates Data conversion / data loads Reducing custom coded load programs and tcodes Ad-hoc go live support (forgot a new field was now required?) Live SAP table data extracts Day-to-day process management Updating PIRs Creating List Prices in mass Much more!

21 Transaction to Workflow

22 Moen ERP SAP since 1998 currently ECC 6. SAP CRM since 2004 Intranet SAP Portals & Microsoft SharePoint Desktop - Microsoft Office Winshuttle Foundation and all enterprise / desktop license VAR Clear Process Solutions Founded 1939 Global operations Parent Company - Fortune Brands

23 Problem Needed a Workflow platform that was Fast, Easy and Affordable A variety of paper process in place Capital Expenditure Requests (CER) was globally paper-based Process taking too long affecting time to market No visibility No metrics

24 Solution Use Winshuttle to create web-based form and workflow Integrate web form data with SAP after approval to allocate approved funds

25 Foundation Case Study - MOEN Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER

26 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER

27 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation!

28 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel!

29 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel! Not in the Same Office! Data manually entered into SAP

30 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel! Not in the Same Office! Data manually entered into SAP

31 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel! Not in the Same Office!

32 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel! Not in the Same Office!

33 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel! Not in the Same Office! SharePoint Process Delegation

34 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel! Not in the Same Office! SharePoint Process Delegation Mobile Device Approval

35 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel! Not in the Same Office! Data entered into SAP by form process SharePoint Process Delegation Mobile Device Approval It s an electronic form.

36 Requestor Project Manager Other Approvers Financial Analyst SAP and $$$ CER On Vacation! Business Travel! Not in the Same Office! Data entered into SAP by form process SharePoint Process Delegation Mobile Device Approval It s an electronic form.

37 Keys to Success Management involvement around a no-code workflow platform that seamlessly integrates with SAP The change management culture Intuitive End User Experience Maintainability, Auditability, Visibility

38 Benefit$ to the Bu$ine$$ From 10 days to 2 for the global CER process Average time savings of two hours per person Project Payback for full platform in less than three months Happier executives and employees

39 Icing on the WINSHUTTLE cake Self servicing own Webforms Workflow Leveraging the Winshuttle platform to rapidly automate Master Data Concept has been proven! Complex workflow production ready in 2 months (using part-time resources) Toolset in place to minimize ABAP customization

40 Takeaways Both companies demanded less code Both companies expected a strong process ROI within 1 st year Good process planning paid off Both started differently but scaling similarly with

41 Q&A Reminders WebTips Monthly education and networking series CPS Full ASUG Partner / Sponsor Moen University Sept 10, 2014 Process Optimization Workshop & User Group SAP Winshuttle User Group October 27-29, 2014

42 Evaluate This Session Provide feedback via this short survey bit.ly/asug14 Provide event feedback in the same survey

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