Streamline and Simplify your SAP® Customer Master Data Processes with Automation

Customer master data is one of your company’s lifebloods, but creating and managing customer records and accounts is often challenging and complex. This is compounded further when you rely on manual data entry to create and manage this data. Contributing to these struggles is the simple fact that even a simple mistake in a record or missed step in a process can cause problems and delays throughout the value chain that relies on that data. Luckily, there is a better way to automate these complex, data-intensive processes.

In this webinar, we will discuss what makes customer master data such a challenge to create and manage, how manual processes often contribute to poor data quality and ungoverned processes, and how automation can help address many of these problems. We will also demonstrate how Precisely Automate Studio and Evolve can help you address these challenges in your organization.

Specifically, we will discuss and demonstrate:

The multidimensional nature of complexity affecting customer master data
Why simply automating a manual data entry process is not enough
What the benefits of automation are for processes across your SAP ERP environment
How Precisely Automate simplifies and streamlines your most complex SAP Customer Master Data processes

1. Streamline and Simplify your SAP ® Customer Master Data Processes with Automation Andrew Hayden | Precisely

2. Introductions

3. Does this sound familiar??

4. Customer Data Headaches Your processes for creating and managing customer master data are challenging, to say the least You use Excel workbooks to create and manage SAP customer Creating a new customer takes forever Multiple departments interact with Customer Data updates, changes, and additions in an ad hoc process How can you make this better? 4

5. Agenda Challenges with SAP master data Customer master data Digital transformation, data, and processes The value of the Precisely Automate P latform Success Stories Key takeaways Questions

6. The complexity of SAP master data

7. Complexity is multidimensional Data complexity Complexity of master data records High-volume data processes Challenges data complexity creates for manual data entry and management processes 7 Process complexity Complex, data-intensive business processes involving multiple constituents are a challenge to automate Process governance and tracking Human-in-the-loop processes pose unique challenges for automation Organizational complexity Multi-departmental processes Competing business priorities Short-term gains vs strategic initiatives

8. Customer Master

9. Customer Master: Lifeblood of Customer Relationships 9 Sales Customer Service Accounts Receivable Marketing Finance & Acctg Connects multiple business use cases and activities Customer Master

10. Customer Master = Infinite Data Options General Data Think of it as the customer's identity card within the system. Examples of general data include: Customer name and contact details (address, phone, email) Language preference Tax identification number Company Code Data Company code data allows for tailored financial management for each unit interacting with the customer. Examples of company code data include: Payment terms and methods Reconciliation account numbers Dunning procedures (late payment collection process) Sales Area Data This section allows for optimized sales and order processing based on the chosen channel. Examples of sales area data include: Order processing details (pricing, discounts) Shipping information (delivery points, incoterms) Billing specifics (responsible sales office) Additional Data (Optional) This category provides flexibility to capture information crucial to their business processes. Examples of additional data include: Customer industry classification Preferred communication channels (email, phone) Purchase history and buying behavior Presentation name 10

11. Customer Record Challenges Presentation name 11 Data Creation & Management Processes Data Quality & Consistency Data Integration Challenges Data Complexity & Redundancy

12. Operational Red Flags Order Fulfillment E rrors Shipping Delays Inconsistent or inaccurate customer data can lead to: Wrong products shipped, incorrect billing, and customer dissatisfaction Missing address data or inaccurate prices being charged, cost time and money Inventory Mismanagement Financial Reporting I naccuracies Incorrect orders, ship dates, and missed shipments lead to wasted resources and lost sales opportunities Misleading profitability calculations and income issues 12

13. Technology is a means to an end: Data is the currency of digital transformation - HfS Research Blog

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

15. The Precisely Automate Platform 15

16. Automate Studio Precisely Automate Portfolio 16 STANDALONE Exchange data with SAP quickly and easily using Excel Data creation and maintenance Data migration Operational reporting Data stewardship GOVERNED Share, manage, & control Precisely across the enterprise Basic 2-step workflow Centralized management Granular control of licenses, users & policies Extensive audit and ROI reporting Server-side job execution WORKFLOW-ENABLED Automate and streamline SAP processes using workflows Advanced form and workflow capabilities Advanced data stewardship capabilities via web forms Detailed process analytics Business users work in Excel Business users work in Excel or web forms Automate Studio Manager Business users work in Excel Automate Evolve +

17. A complete automation platform Excel to SAP Exchange data with SAP quickly and easily using Excel Form & Workflow Automate and accelerate SAP business processes with integrated forms and workflows Excel Workflow Automate and accelerate SAP business processes through Excel file management workflows Process Automation Data Automation

18. 18 Replace multiple GUI screens with business-friendly Excel

19. Automate Studio The right capabilities to get SAP work done faster and improve data quality. 19 Mass create & update using Excel Data stewardship Low-code / No-code design Deep SAP integration

20. What you can do with Automate Studio 20 Create operational reports Automate any SAP business process Streamline data migration and conversions

21. Fiori Automation with Automate Studio Presentation name 21

22. ASUG survey results for Fiori use 22 13% 57% 28% 2% 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. Precisely/ASUG 2023 Survey

23. SAP Fiori Apps 23 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 Studio automates draft-based  Transactional SAPUI5 Fiori apps Transactional Factsheet Analytical REORDER Annimation

24. Customer challenges with SAP Fiori Apps Unchanged from ECC and SAP GUI Manual data entry Slow Complex processes Error-prone Certain complex SAP processes are only available as Fiori apps in SAP S/4HANA Commodity Codes Fiori Launchpad can mask the true nature of app UI5 Fiori App WebDyn Pro Fiori App SAP GUI for HTML process

25. SAP Fiori App Automation - New Module 25 Use Fiori app automation for Repetitive tasks Higher volume Complexity – 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

26. Demonstrations

27. Presentation name 27

28. A complete automation platform Excel to SAP Exchange data with SAP quickly and easily using Excel Form & Workflow Automate and accelerate SAP business processes with integrated forms and workflows Excel Workflow Automate and accelerate SAP business processes through Excel file management workflows Process Automation Data Automation

29. Automate Evolve The right combination of capabilities to automate data-intensive processes. 29 Enterprise-grade workflow & automation Robust data Stewardship Deep SAP integration No-code, low-code software

30. Form-based automation Build in data guardrails to ensure your data is right the first time. 30 New Materials Process Create Materials Validate

31. Form & Workflow Automate record creation with forms and workflow across multiple contributors Process Initiator Enter basic material information Contributor 1 Contributor 2 Contributor 3 Approver Start with create form SAP Automate Evolve Outside Contributor Portal Participant

32. Evolve Demo (optional) Bullets describing what you’re going to show Bullets describing what you’re going to show Bullets describing what you’re going to show 32

33. Make an impact across your business Financial Accounting Controlling Sales and Distribution Materials Management Plant Maintenance Asset Management Project Systems Production Planning Quality Management Human Resources

34. Empowering business teams to make an impact

35. Customer & Vendor 97% 6 Days How the Automate Platform is helping SAP enterprises optimize customer and vendor management Reduction in time to create a customer Agility and speed Increases competitive advantage Eliminated from customer create process Speed Improved employee productivity 87% 75% Reduction in time needed to qualify vendors and materials Speed Process visibility Improved productivity Reduction in SAP data entry time Agility and speed Improved process efficiency

36. Wrap-up

37. Precisely Automate Benefits Agility Speed Improved data quality Business team focus Automation flexibility Scalability More precise reporting & forecasting Process visibility

38. overall_0_132182146847412339 columns_1_132180489003760538 6_1_132180670009245741 The global leader in data integrity software Our data integrity software, data enrichment products, and strategic services deliver accuracy, consistency, and context to power confident business decisions. Brands you trust, trust us Data leaders partner with us of the Fortune 100 99 Customers in more than 100 2,500 employees customers 12,000 countries Integrate Enrich Locate Verify Data Integrity Suite

39. Questions?

40. Thank you!

41. Let’s continue the conversation… Contact us Set up a 30-minute personalized demo [phone] “Get in touch” on www.precisely.com www.precisely.com Demos White Papers Case Studies