Segment 3 – The Future of Automation at Precisely

Session 7: Discover the new AI-driven, Intelligent Autocomplete capabilities in Automate Evolve for Master Data Creation Processes

Companies are increasingly turning to AI to enhance efficiency and drive better decision-making. If you are manually managing SAP master data creation and management processes, it is highly likely that the data in your SAP ERP system is not of the highest quality. Let us show you a better way with the new Intelligent Autocomplete feature available with Precisely’s Automate Evolve platform.

In this webinar, we will discuss how Precisely integrates AI into our Automated Evolve, with our new Intelligent Autocomplete, to improve processes and initial data quality and what this means for the integrity of data in your SAP ERP systems. Specifically, we will cover:

The integration of Intelligent Autocomplete into process automation
How the Precisely’s Automate approach to intelligence for SAP master data processes creates an AI-driven data and process improvement loop
How AI can help identify and replace business rules in process automation
Session 8: The Road ahead for Precisely Automate and Process automation

Automation is at the forefront of many digital transformation efforts. In this session, we will review the recent additions to the Automate product line as well as what’s next for Studio and Evolve. Specifically, we will discuss:

The recent introduction of automation for Fiori apps into Automate Studio

Our upcoming early adopter program for using AI to improve SAP material master data processes

Why end-to-end automation is the future for SAP-centric business processes

How Precisely sees automation evolving in the future

Bring questions for the live Q&A with our expert team and review all previous sessions.

Precisely Privacy Policy - Your details will be forwarded to the Precisely webinar organizer, who will use it to communicate with you regarding this event and their other services.

1. Evolve Intelligent Autocomplete Martin Monka | Principal Product Manager Automate ‘24

2. Be more agile Common Automation goals Go faster Improve the quality and integrity of your most important data

3. More organizations advance automation maturity Precisely survey conducted with ASUG 2023/2024

4. Complexity is driving SAP automation challenges Precisely survey conducted with ASUG 2023/2024

5. Data Process Interdependence of process and data Interdependence of process and data

6. Can AI improve User Experience, improve Data Quality and reduce Complexity? 6

7. AI terminology 7

8. Use case and type of data determine the use of AI and Intelligent systems Presentation name 8

9. Precisely Automate Evolve 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 Detailed process analytics Process governance Centralized management Server-side file management and execution Attended or unattended automation Business-focused, low-code environment Business users work in Excel or web forms Automate Evolve Process Automation solution for data-intensive, complex workflow processes

10. Material Master Creation 10 Constant new product introductions and changes Highly manual, complex process with lots of possible data entry error points

11. Material Master Creation 11 To improve data quality, companies typically set out to define 100s of data validation rules Embed your business rules to improve data quality

12. Challenges in establishing business rules 12 Heavy reliance on SMEs and tacit knowledge Gaining cross-functional alignment is time consuming Covering edge cases in a rule is difficult Even rules do not achieve 100% data quality

13. SAP Master Data has deterministic attributes 13 Out of hundreds of fields needed to create a new material in SAP sometimes only a small number of fields have new values or values different from a ‘similar’ material Certain ‘Input’ attributes define many ‘Output’ attributes

14. Evolve Intelligent Autocomplete for Material Master: available for Early Adopters Precisely own algorithm for advanced search and autocomplete Field config table for flexible rules management in form Extensible framework​ that can also be applied to other use cases Returned values are used to pre-populate and validate form fields User enters minimum number of input fields User Form(e.g. New material creation) Evolve Intelligent Autocomplete returns output fields based on delivered input fields CONFIDENTIAL AND PROPRIETARY 

15. High-level Architecture Evolve Intelligent Autocomplete 15 Evolve Web Form Evolve Intelligent Autocomplete algorithm SAP Evolve AI Framework Input: Material Description + Plant Output: Product Hierarchy, MRP Type, … Form field Config control Initial data and updates Evolve server SAP data for Evolve Intelligent Autocomplete remains on the Evolve server and is not shared with external AI providers! SAP data extracted with Automate Studio

16. Demo 16

17. Use case scenarios for Evolve Intelligent Autocomplete New Evolve Material Master implementation Suggested implementation approach: identify potential with Intelligent Autocomplete before setting up all the business rules in Evolve Existing Evolve Material Master implementation Compare existing rules against results achieved with Intelligent Autocomplete to reduce hard-coded rules Improve and augment existing solution Apply Intelligent Autocomplete for new process requirements and changes Data cleansing Use data returned from Intelligent Autocomplete to identify data that needs to be cleansed

18. Wrap up 18

19. Improved User Experience Improved Data Quality Reduced Complexity Benefits of Evolve Intelligent Autocomplete

20. Early Adopter Program Benefits of joining the Early Adopter Program Work closely with Engineering and Product Management to ensure your business cases is supported successfully Opportunity to provide input and feedback to meet your business requirements No licensing cost during Early Adopter Program -> Please contact your account representative if you want to learn more about the Early Adopter Program

21. Thank you! 21

22. The Future of Automation 22 Tim Fujita-Yuhas VP of Precisely Automate Product Management August 2024

23. Agenda 23 Automation, Data Integrity, and Digital Transformation How Precisely delivers benefits across your SAP ERP landscape Improve your Enterprise Business Processes with Precisely Strategic Services Better Business with Precisely Automate This session: the future of automation and its business value

24. The future is here 24 Adopt flexibility to pick the best automation tool for each use case Reduce complexity of solution development Quick time to value Minimize Total Cost of Ownership (TCO)

25. Right tool for each use case Best of breed automation increased 6% in 2024 compared to 2023. Most companies tailor their automation approach on a case-by-case basis. Approaches to automation: Results of ASUG/Precisely Research June 2024 25

26. Automation approach has matured Automation maturity aligns with increased importance of Citizen Development: more organizations have reached a medium level. Results of ASUG/Precisely Research June 2024 26

27. Citizen developer automation growing Citizen development and business user involvement is growing with 58% reporting it as important in 2024. Results of ASUG/Precisely Research June 2024 27

28. are fully migrated 22% 21% are partially migrated 7% within the next 6 months within the next 7-24 months 30% more than 2 years from now 17% 0% currently have no plans to move 2% did not know/were unsure (use a combination of S/4 and ECC) The SAP 2027 deadline continues to drive adoption with 50% already live or starting to move within the next 3 months. Results of ASUG/Precisely Research June 2024 SAP S/4HANA migration is in full swing 28

29. Complexity is driving SAP automation challenges Complexity is driving search for pragmatic approaches 29 Results of ASUG/Precisely Research June 2024

30. What software clients to use with S/4HANA 30 9% 58% 28% 5% Yes, we moved entirely to web-based UIs and primarily use Fiori apps. Yes, we are using Fiori apps for some use cases or LOBs, but still using the SAP GUI. Not yet, but we are planning to use Fiori in the future. No plans to use Fiori, we will continue to use the SAP GUI. The SAPGUI and Fiori apps for business efficiency. Results of ASUG/Precisely Research June 2024

31. SAP Fiori apps 31 Fiori Apps provide a simplified, modern web-based interface Fiori App types Transactional – Perform data input/maintenance tasks, ex: create sales order, PO, journal entry and master data, like BP or products Factsheet -  Display contextual information and key facts about objects, often allows drilldown Analytical – Role-based insights into real-time operations via charts/graphs Transactional Factsheet Analytical

32. Automation solution selection factors Developers No code automation development preferred over low code low code preferred over AI-assisted coding Business e nd user Client preference: SAPGUI, Fiori apps, GUI for HTML, spreadsheet, web form Mass data upload performance at the speed of business needs Management Automation created by business owners and governance by IT for scalability with control Cloud based solutions enhanced by AI 32 Three constituents to consider.

33. Complex data & process automation use cases Volume of data Frequency of automation Automation execution speed User experience Development capacity 33 Business value is even more important for these use cases.

34. Automation maturation change 34 What you value grows and changes as your organization’s automation maturity level increases Automation means manual effort saved; value equals cost of manual effort saved by automation Automation means faster business processes; value equals efficiency produced by business process automation Automation means better business outcomes; val ue is defined specifically business outcome relative to the use case Automation means business agility; value equals business decision making speed Automation means organization al optimization; value equals maximum operational business outcomes 5 4 3 2 1

35. Find your pot of gold 35

36. Questions Your data is meant to be valued and automation maturity will improve its business value to your organization

37. Thank You