Segment 2 – Better Business with Precisely Automate

Session 4: Why a Hosted Precisely Automation Solution is Right for You

As more enterprises adopt a “cloud-first” strategy for core business applications, it is imperative that automating complex, data-intensive SAP processes adopt this same approach. With cloud-based automation solutions, you can easily connect, combine, and enable automation solutions that reach across multiple application ecosystems. And “cloud-first” also means that employees, customers, and vendors can be quickly and easily integrated into automated processes via browser-based web portals.

In this session you’ll learn how the hosted offerings of the Precisely Automate portfolio deliver the most capable, and complete automation platform for complex, data-intensive processes that are centered around SAP ERP systems. With our Automate Evolve platform, that delivers both desktop automation and integrated workflow management, automation solutions can be created, tested and deployed quickly by business teams who intimately understand both the processes they are automating and the data that those processes create and manage. Automate Evolve delivers:

Workflow automation

API connectivity

A low-code/no-code environment for citizen developers

Data management automation for mass data processes

Process governance and audibility

Session 5: End-to-end Automation of SAP-centric processes using APIs

The processes for creating and managing master data are often some of the most complex and challenging your business faces. Even when confined to a single system, like SAP ERP, they can be difficult to standardize and govern. However, few master data creation processes live in a single system and this increases the complexity significantly. Let’s show you a better way.

In this session we will discuss how you can use API connectivity in the Precisely Automate Evolve platform to connect multiple systems to mitigate the complexities of creating and managing master data in SAP-centric business processes. Specifically we will talk about the benefits of using form and workflow automation to seamlessly manage data across multiple systems to deliver faster, better business results. And how you can achieve significant efficiency gains by simplifying and streamlining these processes with Precisely’s Automate.

Session 6: Automating SAP Fiori Processes with Automate Studio

Customers adopting SAP S/4HANA ERP systems continue to face challenges with data creation, collection, and management activities, even when using web-based interfaces such as native Fiori apps and the SAP GUI for HTML. The continued reliance on manual data entry for complex data tasks can slow down your business and result in low-quality, error-prone data. Let us show you a better way to create and manage data using SAP Fiori and GUI for HTML.

In this sessions, we will discuss how Automate Studio 24.1 addresses many of these challenges by offering customers a simple way to automate and govern the creation and c

1. Why a Hosted Precisely Automate Solution is Right for You 1 Charles Howard Principal Product Manager - Automate Product Management August 2024

2. Agenda Introduction to Automate Evolve Workflow automation low-code/no-code environment Choose the right front-end API connectivity Process governance Benefits of choosing hosted Hosted vs. on-prem solutions Precisely support coverage Technical architecture 2

3. Precisely Automate Platform WORKFLOW-ENABLED PROCESS AUTOMATION Automate and streamline SAP processes using workflows Advanced form and workflow capabilities Advanced data stewardship capabilities via web forms Data automaton and management (Excel – SAP) Extensive Audit and ROI reporting Process governance Attended or unattended automation Business-focused, low-code environment Business users work in Excel or web forms Automate Evolve Automate Studio STANDALONE DESKTOP Exchange data with SAP quickly and easily using Excel Data creation and maintenance Data migration Operational reporting Data stewardship Business users work in Excel +

4. Form & Workflow Automate account creation with forms and workflow across multiple contributors 4 Process Initiator Enter basic account information Contributor 1 Contributor 2 Contributor 3 Approver Start with create form SAP Automate Evolve

5. Make an impact at scale low-code, no-code design 5 WORRY-FREE BUSINESS EMPOWERMENT Platform administrators Control licenses and access, oversee usage, define policies, run audit reports Solution authors Build and modify solutions without technical SAP programming skills Business users Use forms or Excel to get work done faster and improve data quality

6. Choose the right front-end tool for your workflow process 6 Standard web form Form with SmartTable Excel workflow Number of records LOW HIGH

7. Set of RESTful APIs for SAP data & process automation SAP Data API REST API that enables direct integration with SAP for scenarios that don’t require data enrichment. Applies to Studio Manager and Evolve. Easy Inbox upgrade. Presentation name 7 Digital Access API REST based API that enables external software to kick start or update an Evolve workflow for users to contribute data before it is ultimately posted to SAP. 3rd-party API support Connecting to other REST APIs that enables an Evolve process to connect to different system of records to read or update data.

8. 8 Get granular control with rich administrative capabilities Store and manage content centrally Approve scripts prior to use Assign and manage Precisely licenses Track and report on KPIs Run audit reports to meet compliance requirements Set granular policies for data exchanges with SAP Manage SAP and other data connections Schedule and execute jobs from the server Enforce governance through roles and capabilities management

9. Benefits of hosted 9 Cost efficiency Single point of contact for all support or infrastructure questions SME’s maintaining the application and environment Ability to modernize as needed Improved reliability

10. Customer vs. Precisely managed 10 Customer Managed Precisely Managed Deployment partner On-prem, AWS, Azure, etc. AWS Hosting & managed service agreement N/A Precisely Infrastructure provisioning & support Customer IT Precisely 3 rd party software licensing Customer IT Precisely OS & Database support Customer IT Precisely Application support Precisely Precisely Managed services N/A Precisely Application upgrades Customer IT Precisely Security management Customer IT Precisely Environment monitoring Customer IT Precisely

11. 11 Operational/ environment support hours 24/7 Application Support hours 24/5 PRIORITY ESTIMATED RESPONSE TIME 4 – LOW Information or enhancements requests 24 hours or next business day   3 – MEDIUM Problem where acceptable workaround is available 8 hours or next business day 2 – HIGH System is operational, but functionality is seriously affected 4 hours 1 – CRITICAL System is down 1 hour Support case response time SLA Precisely support coverage

12. Automate Evolve Technical Architecture for Hosted deployment Automate Evolve RFC Automate Evolve application server Web Forms Administrative functions Microsoft Excel Dashboards & reporting Automate Function Module Business authors User admin Business users Automate Studio Dashboards & reporting Solution builder SAP ECC & S/4HANA CLIENT Precisely Hosted SAP Automate Evolve Automate Evolve application database Reporting views layer Automate Evolve worker service

13. Thank You

14. End-to-end Automation of SAP-centric processes using APIs 14 Charles Howard Principal Product Manager - Automate Product Management August 2024

15. Agenda 15 Integration is a challenge Overview of API integration options with Evolve SAP Data API Digital Access APIs REST APIs

16. Integration grows as the top automation challenge Pain points with business processes have increased or continue to persist, while issues understanding/defining process requirements and poor data quality have eased in 2024. Integration with existing business processes has emerged as the leading challenge this year, marking a significant 22% increase compared to 2023. This reflects the rise in tailored approaches to automation involving multiple technologies. Integration is a major challenge consistently identified by ASUG members. Notably, it remains a top issue in our 2024 Pulse of the SAP Customer study. Results of ASUG/Precisely Research June 2024 Top challenge reported across all organization annual revenue sizes. “ Battle between Business Developers and IT Developers pretty much stalls things from moving forward.” “ Prioritization of numerous projects with limited resources .” 3

17. 17 APIs Connected SAP data management and process automation RESTful API’s for automating end-to-end processes Efficiently integrate systems to processes and eliminate manual data management Connect multiple systems and cloud services with SAP Streamlined master data processes

18. Set of RESTful APIs for SAP data & process automation SAP Data API REST API that enables direct integration with SAP for scenarios that don’t require data enrichment. Applies to Studio Manager and Evolve. Easy Inbox upgrade. 18 Digital Access APIs REST based API that enables external software to kick start or update an Evolve workflow for users to contribute data before it is ultimately posted to SAP. 3rd-party API support Connecting to other REST APIs that enables an Evolve process to connect to different system of records to read or update data.

19. Simplifying SAP data integration Adding value in the automation eco-system 19 SAP Data API RESTful API that enables direct integration with SAP for scenarios that don’t require data enrichment. Applies to Studio Manager and Evolve. Easy in-place upgrade SAP ERP AFM API Call RPA Bots Integration as a service Governance and server scheduling SAP Data API EnterWorks MDM solutions

20. Evolve only APIs Triggering Evolve processes 20 Evolve Digital Access API RESTful APIs that enables external solutions to kick start or update an Evolve workflow for users to contribute data before it is ultimately posted to SAP. SAP ERP A FM Process Data Process and Data management Automate Evolve

21. Evolve only APIs Interacting with other systems of record 21 Evolve 3rd-party API support Connecting to other RESTful APIs that enables an Evolve process to connect to different systems of record to read or update data. Includes ODATA support. SAP ERP WFM Data Process and Data management Automate Evolve Example use cases Collecting data from multiple systems Multi-system data governance Multi-system master data governance Complex process automation

22. Evolve Demo

23. Connecting to more systems of record Third-party RESTful API support 23 SAP ERP A FM EnterWorks Automate Evolve Generic Protocols SOAP SQL ODBC OLEDB ODATA REST

24. Summary 24 Integration with existing business processes is a big challenge Automate APIs can help connect your various systems of record Free API trials available for SM & Evolve customers

25. Thank You

26. Automate Studio for SAP Fiori ® and GUI for HTML apps Martin Monka | Principal Product Manager

27. ASUG survey results for Fiori use 27 Precisely/ASUG 2023 + 2024 Surveys

28. What is SAP Fiori? Source: SAP SAP Fiori is a design system that enables you to create business apps with a consumer-grade user experience, turning casual users into SAP experts with simple screens that run on any device. SAP   Fiori  apps are apps fulfilling the  SAP   Fiori  design guidelines, for example platform-independent web apps built with  SAP UI5,  SAP   Fiori  elements, or mobile apps built with iOS or Android SDKs.

29. SAP Fiori Apps 29 Fiori Apps provide a simplified, modern web-based interface Fiori App types Factsheet -  Display contextual information and key facts about objects, often allows drilldown Analytical – Role-based insights into real-time operations via charts/graphs Transactional – Perform data input/maintenance tasks, ex: create sales order, PO, journal entry and master data, like BP or products Studio automates draft-based  Transactional SAPUI5 Fiori apps Factsheet Analytical Transactional

30. SAP Fiori Access 30 Fiori Launchpad Customizable grouping of Apps Can be real Fiori apps (SAPUI5 based) or classic apps like GUI for HTML Role-based access/views of Apps Users can: Customize the theme Customize options in Apps/App groups, if allowed

31. Classic apps like for example GUI for HTML or WebDynpro apps Classic apps can be deployed on Fiori launchpad as tiles Classic apps can sometimes have a Fiori theme to provide a similar look & feel but they still work differently than real Fiori designed SAPUI5 based apps What is not a true SAP Fiori app?

32. Example SAP Fiori app vs GUI for HTML MM02 in GUI for HTML Fiori Manage Product Master app

33. SAP Fiori Apps Library 33 As of March 2024 10,741 GUI for HTML apps 1,232 Transactional Fiori SAPUI5 apps Ca. 2/3 of all standard apps

34. Customer challenges with SAP Fiori Apps Unchanged from SAP GUI – ECC or S4 Manual data entry Slow Complex processes – lots of clicks Error-prone Certain SAP processes are only available as Fiori apps in SAP S/4HANA Commodity Codes House Banks Fiori Launchpad can mask the true nature of the app UI5 Fiori App WebDynpro Fiori App SAP GUI for HTML App Precisely CONFIDENTIAL AND PROPRIETARY 

35. Common Fiori apps for data automation 35 Fiori apps are often used for specific use cases or LoBs Sometimes new functionality is only provided via Fiori apps The use cases with the highest need for automation in Fiori are similar to classic SAPGUI Precisely Survey conducted with ASUG 2024

36. Fiori & GUI for HTML data upload Automation with Automate Studio 36

37. Automate Studio The right capabilities to get SAP work done faster and improve data quality. 37 Mass create & update using Excel Data stewardship Low-code / No-code design Deep SAP integration

38. 38 Replace multiple SAPGUI screens with business-friendly Excel

39. 39 Replace multiple UI screens with business-friendly Excel

40. Two New Modules in Automate Studio V24.1 40 Use Fiori and GUI for HTML app automation to: Automate and speed up repetitive tasks Perform higher volume activities Reduce c omplexity – Many steps Find object, open, edit, click tab, scroll down, drill down, etc. Meet the needs of business teams Efficiency, accuracy, consistency, and performance No surface automation – determines API call(s) for you Provide true citizen development of SAP automations No Automate Function module required. Supports SAP Clean Core strategies. Precisely CONFIDENTIAL AND PROPRIETARY 

41. Business Partner Update 41

42. Some things to Consider SAP UI5 Draft-based Automate Studio for Fiori Automation has specific dependencies and limitations you should be aware of It uses different web-based technology that isn't as fast as the RFC calls and Automate Function Module associated with Studio transaction that uses the SAP GUI client. It only works with Fiori apps developed in SAP UI5 Must be draft-based, transactional Fiori apps S/4HANA Compatibility Fiori automation with Automate Studio is only available for SAP S/4HANA apps. It will not work for Fiori apps developed for ECC Fiori automation in Automate Studio has only been tested with recent versions of SAP S/4HANA and for a subset of available SAP apps. Not every app is guaranteed to work flawlessly. 42

43. Features in initial Fiori and GUI for HTML Automation release Planned features for initial release Validate ( per-app basis) Run Lookup values (Fiori only) Attachments (Fiori only) Long text (Fiori only) Loops If conditions Chaining (same Fiori script type only, no cross or multi-script chaining) Publishing to Excel SAML SSO only (no other SSO authentication types) Features out of scope for initial release Query - Download data Extended log Integration in Evolve Web forms Server-side scheduling Navigating multiple scripts from within a single recording Autorun for Fiori solutions Microsoft Access as data source (only Excel) Cell-based mapping Command Line support

44. Automate Studio Developer Pro License Type: 1 License, 3 SAP Client Interfaces 44 New license type!!! One developer: Multiple SAP ERP environment types SAP GUI SAP Fiori SAP GUI for HTML Eliminate manual data entry Upload SAP data in record time Improve data quality and integrity Minimize reliance on IT for Excel integration with SAP Get up and running with SAP - Excel integration faster Simplified, no-code user experience via record-map-run development Ensure compliance and security standards

45. Wrap-up

46. Best SAP Fiori automation for business users on the market No code Record, Map, Run user experience for automation script creation Ease of Studio runner experience regardless of script type Studio Administrator or Studio Manager/Evolve control of user entitlements 46

47. Try it out! New Trial page on precisely.com https://www.precisely.com/automate-studio-free-trial Presentation name 47

48. Thank You