Doing More With Less: Improving SAP® Master Data Processes with Excel to SAP® Automation

Editor's Notes

• #2: Note to sales:
• #4: [Used as an opening slide to all presentations – this is why Precisely Automate exists – to help business teams in the largest organizations in the world make a real impact, whether it’s at a personal, departmental or company level. Craft your own “Precisely Why” story to tell here.]
• #5: Talk track: Coming out of the pandemic, many of the critical needs our companies have are the same as they were before the pandemic, but now there is a more urgent need to address them before we are faced with another sudden, existential disruption. Talking with our customers we believe the three core needs that companies have, which can be addressed by automation are: 1.) The need to be more agile, with the ability to pivot and adapt when our businesses or markets are disrupted. 2.) We continue to need to go faster to meet competitive threats and keep up with the ever-accelerating changes we see in the marketplace 3.) We need to do these first two while improving the quality and integrity of our most important data – our master data. Since data has become the fuel we use to make critical business decisions, we need to make sure that it is of the highest quality and that we can rely on it.
• #7: This quote does a great job of summing up the importance of data in executing digital transformation. It sets up our discussion for the interdependence of process and data and sets Precisely apart from many of the other process automation providers.
• #8: [This slide can be used and adapted for many different scenarios to explain where Precisely Automate fits into a customer landscape.]
• #9: [This slide can be used and adapted for many different scenarios to explain where Precisely Automate fits into a customer landscape.]
• #10: Our Automate platform delivers a complete set of automation capabilities from data automation to complex process automation. Data automation enables you to automate mass data creation and management activities such as pricing or materials changes using Excel. On the process automation side Excel workflow enables you to manage the data automation files through a complex workflow. A prime example of Excel workflow is for journal entries in finance. There is a good chance that you are already managing your journal entries in Excel. Excel workflow allows you to manage these Excel files through a contingent review and approval process that uses your business rules to determine the routing and approval process. And once the final approval is received, the data is automatically posted to SAP. No manual data entry at the end of the process.
• #11: Buying in to the Automate Platform gives you the combined capabilities of Evolve and Studio to deliver end-to-end automation for complex, data-intensive SAP-centric processes. When you adopt a Hyperautomation strategy as the heart of your digital transformation efforts, the Precisely Automate platform gives you a solid foundation on which to achieve tangible, measurable digital transformation and business goals. In a few minutes we’ll talk more about the capabilities of the Precisely Automate platform and how they deliver on the promise of Hyperautomation.
• #15: Note to sales: Edit this slide to tee up your demo. You can also come back to it and the end of the demo to recap on what you’ve showed.
• #17: [Note to sales:] Use this slide for a summary of Automate Evolve high-level benefits. Great to use after a high-level intro demo.
• #19: Questions? Can you also do Vendor and Customer masters too? I’m on S4 Hana will this work with my system? I have custom fields in my material master, does this work for those? We often have fields that the business is missing can you make them require even if SAP doesn’t require them? We would love to speak to you in more detail about your product data processes and how we can help you make an impact to your business , so please feel free to reach out to us.