Segment 1 – Automation, Data Integrity and Digital Transformation

Editor's Notes

• #2: Keep those two scenarios in mind as we go through the rest of the presentation. So, what are we going to talk about today…
• #6: 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.
• #8: Complexity is a multi-dimensional barrier to automation and optimization Complexity is a recurring theme throughout this survey. Organizations running SAP ERP systems make it clear in their responses that complexity is a significant pain point across multiple dimensions. It presents challenges to implementing automation and is a barrier to process optimization. At the same time, SAP users are looking to automation as a way to overcome the complexities presented by SAP itself. For this to happen, we need to understand the multiple dimensions of complexity at play in the SAP environment and how they intersect with automation and optimization. Data complexity The complexity associated with SAP data creation and maintenance. SAP master data records are complex, data-intensive, and, when managed manually, prone to error. Frequently, SAP records have complex data structures with dozens of objects and fields, all of which must be correct to support the business effectively. As the pace of data growth accelerates, data complexity becomes an even greater challenge for organizations. Process complexity The complexity associated with the business processes needed to create and manage SAP data. Many of the most critical SAP processes require the participation of constituents across an organization. Processes such as account creation, materials management, and the updating or extension of records must be governed and tracked to remain compliant. Due to their complexity, these human-in-the-loop processes are often some of the last to be automated, yet they can deliver some of the highest ROI when automated properly. Organizational complexity The complexity associated with business organizations and priorities. The organizational interdependencies associated with processes that cross multiple departments inside large organizations are not always well understood. Moreover, business priorities of individual departments are often in conflict. Getting everyone on the same page and agreeing to a set of priorities is challenging. If developing an automation solution takes too long, it can be de-prioritized in favor of a different program that delivers short-term gains.
• #9: All right, so I’m going to start with the obvious - whatever strategic data initiative a customer has requires data integrity to be successful That data is increasingly spread across public and private clouds, on-premises systems, and hybrid environments Gartner recently published research on Cloud End-User Behavior, and 81% of respondents say they use multiple cloud providers And that doesn’t even account for the mainframe and mid-range systems we know still play a pivotal role in the enterprise data ecosystem. Managing and activating this data is often a complex and ongoing process with many steps between defining a data strategy and deriving useful insights
• #11: We know that trusted data is more important than ever to fuel AI, automation, and other critical business initiatives. And the entire organization is counting on your data to be fit for purpose and ready to run business processes and deliver successful initiatives across the board. In a survey conducted in partnership with the Center for Business Analytics at Drexel University, the #1 goal for data programs was data-driven business decision-making. Unfortunately, those within the organization closest to the data can’t trust it for various reasons. That distrust comes in a few common forms… For instance, they… “Can’t get it fast enough” Trapped in complex, legacy systems Not available when & where it’s needed Not as fresh as business demands “Don’t understand it” Don’t understand the lineage of data Don’t know how it’s used by the business Don’t have accountability around data changes “Can’t trust it” Full of errors Non-standardized “Don’t have the context to use it” Lacking the 3rd party data and location context needed for decision-making “Don’t know when it’s going to break” Downtime comes as a surprise Anomalies unexpectedly impact the business downstream The true root cause of data problems is unidentified Fortunately, you are not alone. Every day, we talk to companies like yours who are struggling to meet their data-driven business goals - because their data is a mess. Source for stats on left side IDC Spotlight: Improving Data Integrity and Trust Through Transparency and Enrichment Written by: Stewart Bond, Research Director, Data Integration and Intelligence Software
• #12: To achieve your goals, you need what we call data integrity. Data integrity is data with maximum accuracy, consistency, completeness, and context for confident business decision-making. So how do you build trusted data?
• #13: Customers can build data integrity more effectively when the core capabilities they need work together, Which is why we offer the data integrity capabilities we do to support so many different data initiatives now and in the future.  At a high level, our portfolio and data strategy services support every step along your data journey, so you can: Bring together the data your business generates – including complex IBM mainframe, IBM i, and SAP data in which Precisely has deep expertise  Catalog, cleanse, and validate your data so that your users can find, understand, and trust it Ensure proper governance of your data and management of your master data Enrich it with third-party datasets and spatial insights And activate it for optimal decision-making and customer communication
• #14: The Precisely Data Integrity Suite brings these market-leading capabilities as SaaS services that seamlessly work together to address all aspects of data integrity. It continuously expands to address new and innovative use cases through a flexible set of services that work seamlessly to integrate, improve, govern, and add context to your data, whether it lives on-prem, in the cloud, or in hybrid environments. The Suite’s business-friendly user experience, high-speed catalog of business and technical metadata, and use of AI support fluid business and IT collaboration and accelerate delivery of trusted data to your business whenever and wherever it is needed. 
• #15: To build better data, you need a core set of capabilities that ensure the success of any data integrity project. Without them, even the simplest tasks would be difficult and costly. They allow you to complete the non-negotiables like securely connecting to your data, cataloging and understanding it, and intelligently designing and running processes to improve it wherever and whenever needed, setting the stage for more advanced work. The Data Integrity Foundation delivers these capabilities and ties all the Data Integrity Suite services together so you can craft innovative data management solutions for your business.
• #16: 1 - Break down data silos and ensure connectivity to your data sources without unnecessary data movement to enhance data accessibility, improve data consistency, and support efficient operations. 2 – Establish a robust data governance, track data lineage, maintain a metadata repository, and develop a data catalog to manage data integrity, safeguard compliance, and support data accessibility and usability. A strong data governance framework ensures that critical data can be easily found, understood, trusted, and leveraged across your organization, leading to more accurate and informed decisions and reporting. 3 - Deliver accurate, consistent, and fit-for-purpose data by profiling, assessing, cleansing, validating, and standardizing it. To ensure consistent quality across your data environment and reduce data movement costs, the Suite allows you to design repeatable data quality processes once and run them wherever your data resides. 4 – Often, your first-party data does not have all the necessary attributes or variables to perform analytics or support business decisions. Enrich your data with trusted third-party datasets or derive new attributes through spatial analyses to enhance data usability and provide a competitive advantage. 5 - Proactively monitor your data over time to uncover anomalies and vulnerabilities, enable timely corrective action, minimize business disruption, and prevent costly downstream data and analytics issues.
• #17: By leveraging these tools and frameworks, you become better equipped to handle evolving data landscapes, drive better decisions, maintain data integrity, and stay ahead of the competition.
• #18: Using an integrated suite of services, like the Data Integrity Suite, is not just a strategic technical decision but an economically sound one. First, it’s about reducing costs and driving efficiency. With the suite, you eliminate the need for multiple point solutions and their associated licensing fees, not to mention the significant costs tied to maintaining integrations between disparate systems. This means you can redirect those savings into higher-value work that drives your business forward. It’s also important to mention sustainability in technology investment. The technology landscape is constantly evolving. While single 'best of breed' products might offer a temporary advantage, they often lack staying power as the market quickly catches up. The suite, however, evolves over time, ensuring you continue to benefit from the latest, enduring advancements, making it a future-proof investment. Finally, the suite offers an unparalleled, unified user experience and process integration. By standardizing the user experience across a broad set of data processes, you achieve a level of engagement and process integration that 'assemble to order' solutions simply can’t match. Plus, the suite is designed to be inclusive, allowing you to incorporate other solutions you’ve invested in where they add value without losing the benefits of the common foundation we discussed Ultimately, choosing the Data Integrity Suite is about making a smart, long-term investment that not only meets your current needs but also positions you to take advantage of future opportunities
• #19: A North American telecommunications leader struggled with poor quality address data that hindered their ability to properly align the available services in several large markets with their existing customer base Using our location intelligence, geo addressing, and data enrichment capabilities, they improved the quality of their address data. This not only provided them with accurate customer locations but also gave them a comprehensive view of where their customers were. Once they had the correct locations, they were able to overlay those locations onto the service boundaries for internet, TV, phone, and more. This uncovered a massive upsell opportunity that represented $90 million in new revenue. There were a significant number of current customers who had access to services they did not know existed.
• #20: A European luxury auto manufacturer faces significant challenges with the high costs and complexity of maintaining a siloed mainframe environment, compounded by a lack of skilled resources. Their existing data analysis was insufficient, and they struggled to deploy new applications quickly. By leveraging the Data Integrity Suite’s Data Integration service, they successfully migrated their Db2, VSAM, and IMS data to Kafka on AWS. They aim to complete the mainframe migration by the end of 2029. This move drastically reduces legacy application costs, accelerates time to market for new products, and mitigates risks associated with mainframe skill shortages. As a result, they’re improving profitability by simplifying their operations and reducing maintenance challenges
• #22: Automation can play a critical role throughout digital transformation efforts. It supports data integrity efforts by delivering governed data creation and management processes that quickly and efficiently deliver accurate, high-quality data in core business systems. Companies can confidently make decisions based on trusted data through automated data creation and management processes. Once they have trusted data from which to run their businesses, they can then leverage data-driven process automation to more efficiently manage their core business processes. In this context of transforming processes holistically and end-to-end, companies understand the importance of data and the connection between data and process. And now as part of Precisely we can offer customers both Hyperautomation and Data quality and Integrity solutions to support these strategic Digital Transformation initiatives. This idea of connecting processes and data is at the heart of why Precisely purchased Winshuttle in 2021.
• #23: 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.
• #24: Agility to quickly adapt to changes in your business environment through flexible workflow automation Also – Low code/no code environment enables faster solution development through citizen development Speed for faster, more efficient processes Improved initial data quality through elimination of manual data entry and integrated data stewardship capabilities Visibility throughout a complex process for: Reporting Process Intelligence Process linking - real-time process tracking (Does this get called out separately?) Audit support Historical comparison/analysis Business team focus – Low code/no code environment enables business teams and those closest to a process to develop automation solutions Automation flexibility - to determine best automation route (attended vs unattended, form or Excel interface, connection to other systems of record through APIs for end-to-end process automation) Scalability to process almost any amount of SAP data as needed by a process step Proven track record – Nearly twenty years of SAP ERP process automation success has demonstrated why Evolve is the leading process automation platform/solution for thousands of customers world-wide.
• #26: 97% reduction in time to create new customers (Exxon Mobile) (NOTE: Cannot use EM name in marketing or promotions) – Reduced time to create new customers from 144 hours to 6. 6 Days eliminated from customer create process (Multinational oil & Gas company – Not Exxon Mobile) 87% reduction in time needed to qualify vendors and materials (Ascend Performance Materials) (2 years to 3 months) 75% reduction in SAP data entry time (Multinational Oil and Gas company)
• #27: Improved decision-making: Accurate and reliable information: Clean data ensures business decisions are based on accurate insights, reducing the risk of costly mistakes and missed opportunities. Enhanced visibility: Well-governed data provides a consistent view across departments, enabling leaders to make informed decisions based on the complete picture. Data-driven strategies: High-quality data becomes the foundation for powerful analytics and insights, supporting proactive strategies and competitive advantage. Increased efficiency and cost savings: Reduced rework and errors: Clean data minimizes errors in processes like marketing campaigns, customer service, and logistics, saving time and resources. Optimized operations: Consistent data enables streamlined workflows and improved resource allocation, reducing operational costs. Simplified compliance: Strong governance ensures data adheres to regulations, saving time and avoiding hefty fines. Enhanced customer experience: Improved personalization: Clean customer data allows for targeted marketing, personalized offers, and better customer service interactions. Reduced customer churn: Accurate data helps identify and address customer issues promptly, improving satisfaction and loyalty. Stronger brand reputation: Data-driven insights enable proactive customer service and product development, leading to a positive brand image. Additional benefits: Competitive edge: Access to reliable data empowers innovation and agility, setting the company apart from competitors. Improved risk management: Data quality enables proactive identification and mitigation of potential risks across the organization. Stronger regulatory compliance: Well-governed data processes ensure adherence to industry regulations and data privacy laws.
• #35: In addition to the Enterprise Journal Entry solution that we offer many of the largest companies in the world take advantage of the desktop automation capabilities of Precisely Automate Studio to manage significant volumes of their journal entries … specially the ones that don’t require workflow. Using Precisely Automate Studio you get the advantages of increased speed, improved data quality – through validation before data is entered into SAP - and a high level of compliance.
• #37: For example, if you are creating a new G/L account, the person who initiates the process enters basic account information in the form. Based on this information, and rules, that are defined and setup by the customer, the Precisely Automate solution determines who the appropriate contributors are, who needs to approve the final form and then can auto-post the approved data to SAP, thus creating the new account. No more manual routing processed, error-prone data entry or ungoverned files being shared via email.
• #38: 50-75% reduction in time to market (Monster) (Note: Cannot use Monster name in marketing or promotional materials) 90% reduction in cost to process materials changes (Dorman) 90% reduction in materials data collection time (Cooper Tires) $1.3M productivity savings in materials management (PACTIV)
• #39: 97% reduction in time to create new customer (Exxon Mobile) (NOTE: Cannot use EM name in marketing or promotions) 6 Days eliminated from customer create process (Multinational oil & Gas company – Not Exxon Mobile) 87% reduction in time needed to qualify vendors and materials (Ascend Performance Materials) (2 years to 3 months) 75% reduction in SAP data entry time (Multinational Oil and Gas company)
• #40: 9 months to realize full return on investment in Studio from improved accounting efficiency (Global logistics company) 1.4 million pricing-change records processed – no additional headcount needed (Home Meridian) (Note: Cannot use Home Meridian name in marketing or promotional materials) Replaced paper forms with online forms for processing customer refunds (RSA Insurance) (Note: Cannot use RSA name in marketing or promotional materials) 300 Journal entries per hour using Excel Workflow (McKesson) (Note: Cannot use McKesson name in marketing or promotional materials)
• #41: One of the core, defining characteristics of Hyperautomation is the broad set of capabilities to look for when adopting a hyperautomation strategy. Let’s look at some of the featured capabilities that the Precisely Automate platform has which help it form the center of yout Hyperautomate strategy: - Workflow is how we achieve flexible process automation and the workflow engine in the Precisely Automate platform has been specifically developed for complex, data-intensive SAP-centric processes Connectivity through APIs enables you to automate complex processes where your SAP ERP system is the heart of a process that includes coordinating data across multiple systems of record, or where the data needs further enhancing from third-party sources Self-Service capabilities help further enhance automated processes by allowing outside parties to contribute to the process. A great example of this are portals that allow constituents, such as vendors, to access, enhance or modify their SAP data through a secure web page. This can kick off a workflow to review and approve the data, or directly post data to your system. Data Management automate and streamlines mass-data processes Cloud Deployment to support your company’s move to the cloud activities and better connect to multiple SaaS platforms that are engaged in SAP-centric processes. Governance often presents one of the greatest challenges to manual data management processes and to automated processes that rely on multiple technologies to automate a single process. By adopting a centralized approach to automation, you can achieve end-to-end governance for improved visibility and auditability of complex, data-intensive processes Low-code development which is often referred to as “citizen development” enables business teams to develop and deploy automation solutions, relieving much of the burden from our often overworked IT teams. And, by moving the automation development process closer to the people who own the processes and data, it can significantly lower the time it takes to deploy automation across your business. Attended & unattended automation recognizes that while there are processes we can automate that do not require human intervention (unattended), many of the complex processes that are core to the success of our business are “human in the loop” meaning that people are required to input, review or modify data. Having the flexibility to develop solutions for both attended and unattended scenarios can give more flexibility than solutions centered on unattended processes. Forms are perfect for complex processes that require input from multiple parties across your organization. For example, creating a new vendor in your SAP system, often requires data or review from people in multiple departments either in parallel or sequentially. By deploying role-based forms, you are just requesting or displaying the information that an individual needs to see at a [particular stage of the process. The ability to quickly develop and deploy forms in an automated process can improves efficiency in multiple ways. Data Quality - Finally we get to improved data quality. We talked earlier about the interdependence of process and data in achieving automation success. With data stewardship integrated throughout a complex automated process, the Precisely Automate platform offers a more comprehensive set of data quality tools than automation tools that are only focused on process automation. As a complete set of capabilities, the Precisely Automate platform is the right combination of capabilities on which to center your Hyperautomation strategy and build for success.
• #43: Automation can play a critical role throughout digital transformation efforts. It supports data integrity efforts by delivering governed data creation and management processes that quickly and efficiently deliver accurate, high-quality data in core business systems. Companies can confidently make decisions based on trusted data through automated data creation and management processes. Once they have trusted data from which to run their businesses, they can then leverage data-driven process automation to more efficiently manage their core business processes. In this context of transforming processes holistically and end-to-end, companies understand the importance of data and the connection between data and process. And now as part of Precisely we can offer customers both Hyperautomation and Data quality and Integrity solutions to support these strategic Digital Transformation initiatives. This idea of connecting processes and data is at the heart of why Precisely purchased Winshuttle in 2021.
• #44: 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.
• #45: Note to sales: Use this slide to position that customers can buy Automate Studio, Automate Studio Manager, and Automate Evolve separately, but that Automate Evolve contains all the functionality of Automate Studio and Automate Studio Manager. This slide is best used when you’ve already determined it’s a Automate Studio opportunity. The Precisely Automate portfolio offers a flexible set of offerings that can help you achieve your automation goals. Automate Studio is the premier Excel-to-SAP automation platform for simplifying and streamlining almost any SAP ERP process that does not require workflow. Automate Studio Manager enhances the capabilities of Studio by centralizing and governing Automate Studio processes including capabilities for server-side job execution and scheduling as well as simple two-step workflow. Automate Evolve is our process automation platform that delivers a flexible, scalable solution environment that can automate almost any SAP-centric process challenge. In addition to the process automation and workflow capabilities, Evolve also includes the data management and automation capabilities of our Studio product And, the entire Precisely Automate portfolio includes integrated data stewardship capabilities that help you significantly improve initial data quality. We’ll talk more about the capabilities of the portfolio in a few minutes.
• #46: Agility to quickly adapt to changes in your business environment through flexible workflow automation Also – Low code/no code environment enables faster solution development through citizen development Speed for faster, more efficient processes Improved initial data quality through elimination of manual data entry and integrated data stewardship capabilities Visibility throughout a complex process for: Reporting Process Intelligence Process linking - real-time process tracking (Does this get called out separately?) Audit support Historical comparison/analysis Business team focus – Low code/no code environment enables business teams and those closest to a process to develop automation solutions Automation flexibility - to determine best automation route (attended vs unattended, form or Excel interface, connection to other systems of record through APIs for end-to-end process automation) Scalability to process almost any amount of SAP data as needed by a process step Proven track record – Nearly twenty years of SAP ERP process automation success has demonstrated why Evolve is the leading process automation platform/solution for thousands of customers world-wide.
• #47: Agility to quickly adapt to changes in your business environment through flexible workflow automation Also – Low code/no code environment enables faster solution development through citizen development Speed for faster, more efficient processes Improved initial data quality through elimination of manual data entry and integrated data stewardship capabilities Visibility throughout a complex process for: Reporting Process Intelligence Process linking - real-time process tracking (Does this get called out separately?) Audit support Historical comparison/analysis Business team focus – Low code/no code environment enables business teams and those closest to a process to develop automation solutions Automation flexibility - to determine best automation route (attended vs unattended, form or Excel interface, connection to other systems of record through APIs for end-to-end process automation) Scalability to process almost any amount of SAP data as needed by a process step Proven track record – Nearly twenty years of SAP ERP process automation success has demonstrated why Evolve is the leading process automation platform/solution for thousands of customers world-wide.
• #49: 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.
• #51: Keep those two scenarios in mind as we go through the rest of the presentation. So, what are we going to talk about today…
• #54: 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.
• #55: Trusted data is more important than ever to fuel your business and make timely, confident decisions. The entire organization is counting on your data to be fit for purpose and ready to run business processes and deliver successful initiatives across the board. In a survey conducted in partnership with the Center for Business Analytics at Drexel University, the #1 goal for data programs was data-driven business decision-making.
• #56: This quote does a great job of summing up the importance of data in executing digital transformation; however, we can argue that it is incomplete. Successful digital transformation requires that you take into account the interdependence of data and the processes that we use to create and manage that data. You cannot do a process improvement initiative without considering the data the process creates or manages. If the process is creating bad data and you improve it, all you are doing is creating a lot of bad data very quickly, and that’s counterproductive. The same idea applies to data quality initiatives. If you implement a data quality initiative without looking at the processes that are delivering bad data, then you will perpetually be doing data quality improvements and cleanup. (Precisely will be happy to sell you data quality solutions, but we also believe you need to fix the processes) By adopting a complete automation platform, that understands the interdependence of process and data – especially for those complex, data-intensive SAP processes like materials management – you can significantly improve your agility and speed while also improving data quality and integrity.
• #58: All right, so I’m going to start with the obvious - whatever strategic data initiative a customer has requires data integrity to be successful That data is increasingly spread across public and private clouds, on-premises systems, and hybrid environments Gartner recently published research on Cloud End-User Behavior, and 81% of respondents say they use multiple cloud providers And that doesn’t even account for the mainframe and mid-range systems we know still play a pivotal role in the enterprise data ecosystem. Managing and activating this data is often a complex and ongoing process with many steps between defining a data strategy and deriving useful insights
• #59: Complexity is a multi-dimensional barrier to automation and optimization Complexity is a recurring theme throughout this survey. Organizations running SAP ERP systems make it clear in their responses that complexity is a significant pain point across multiple dimensions. It presents challenges to implementing automation and is a barrier to process optimization. At the same time, SAP users are looking to automation as a way to overcome the complexities presented by SAP itself. For this to happen, we need to understand the multiple dimensions of complexity at play in the SAP environment and how they intersect with automation and optimization. Data complexity The complexity associated with SAP data creation and maintenance. SAP master data records are complex, data-intensive, and, when managed manually, prone to error. Frequently, SAP records have complex data structures with dozens of objects and fields, all of which must be correct to support the business effectively. As the pace of data growth accelerates, data complexity becomes an even greater challenge for organizations. Process complexity The complexity associated with the business processes needed to create and manage SAP data. Many of the most critical SAP processes require the participation of constituents across an organization. Processes such as account creation, materials management, and the updating or extension of records must be governed and tracked to remain compliant. Due to their complexity, these human-in-the-loop processes are often some of the last to be automated, yet they can deliver some of the highest ROI when automated properly. Organizational complexity The complexity associated with business organizations and priorities. The organizational interdependencies associated with processes that cross multiple departments inside large organizations are not always well understood. Moreover, business priorities of individual departments are often in conflict. Getting everyone on the same page and agreeing to a set of priorities is challenging. If developing an automation solution takes too long, it can be de-prioritized in favor of a different program that delivers short-term gains.
• #60: The Central Nervous System of Your Enterprise: SAP Material Master Data Imagine the human body. The nervous system, a complex network of cells and pathways, coordinates and regulates every function, from blinking to breathing to digestion. Similarly, in an enterprise, SAP Material Master data acts as the central nervous system, connecting and informing a wide range of crucial operations. Data Threads Weaving Through Every Department: Sales & Marketing: Accurate product descriptions, pricing, and availability in the Material Master fuel accurate quotes, orders, and customer interactions. Purchasing & Procurement: Material specifications, lead times, and supplier information guide efficient sourcing and cost negotiation. Inventory Management: Stock levels, reorder points, and storage locations in the Master data optimize warehouse operations and prevent stockouts. Production & Manufacturing: Bill of materials (BOMs) linked to the Master data ensure the right components are available for production, minimizing delays and waste. Finance & Accounting: Costing data in the Master feeds accurate product pricing, profitability analysis, and financial reporting. A Tangled Web, But Worth Untangling: Maintaining data integrity across these interconnected functions is crucial. Inconsistent or inaccurate material data can lead to: Order fulfillment errors: Wrong products shipped, incorrect pricing, and customer dissatisfaction. Production delays: Missing components or inaccurate BOMs halt production lines, costing time and money. Inventory mismanagement: Overstocking or understocking lead to wasted resources and lost sales opportunities. Financial reporting inaccuracies: Misleading profitability calculations and compliance issues. Mastering the Master Data: To harness the full potential of Material Master data, companies need to: Centralize and standardize data: Implement master data management (MDM) solutions to ensure a single source of truth for all material information. Automate data integration: Use data integration tools to seamlessly update material data across different systems and departments. Enforce data governance: Establish clear ownership, access controls, and quality standards for data maintenance. Train employees: Educate all personnel on the importance of data quality and best practices for data entry and validation. By treating SAP Material Master data with the respect it deserves, companies can unlock a world of improved efficiency, accuracy, and profitability. Remember, just like a healthy nervous system keeps the body functioning smoothly, accurate and well-maintained Material Master data keeps the enterprise running like a well-oiled machine. Visualizing the Connections: Imagine a spider web: Each strand represents a department or function connected to the central hub of Material Master data. Think of a traffic light: Green light for smooth operations with accurate data, yellow light for potential issues with inconsistencies, and red light for complete chaos with unreliable data. Picture a puzzle: Each piece of Material Master data contributes to the bigger picture of a well-functioning enterprise. By understanding these connections and actively managing your Material Master data, you can empower your enterprise to reach its full potential.
• #62: Mention citizen development and our history of enabling business teams to develop and deploy automation
• #63: Note to sales: Use this slide to position that customers can buy Automate Studio, Automate Studio Manager, and Automate Evolve separately, but that Automate Evolve contains all the functionality of Automate Studio and Automate Studio Manager. This slide is best used when you’ve already determined it’s a Automate Studio opportunity. The Precisely Automate portfolio offers a flexible set of offerings that can help you achieve your automation goals. Automate Studio is the premier Excel-to-SAP automation platform for simplifying and streamlining almost any SAP ERP process that does not require workflow. Automate Studio Manager enhances the capabilities of Studio by centralizing and governing Automate Studio processes including capabilities for server-side job execution and scheduling as well as simple two-step workflow. Automate Evolve is our process automation platform that delivers a flexible, scalable solution environment that can automate almost any SAP-centric process challenge. In addition to the process automation and workflow capabilities, Evolve also includes the data management and automation capabilities of our Studio product And, the entire Precisely Automate portfolio includes integrated data stewardship capabilities that help you significantly improve initial data quality. We’ll talk more about the capabilities of the portfolio in a few minutes.
• #64: 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.
• #66: 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.
• #67: Note to sales: Use this slide to introduce our data stewardship capabilities with Evolve.
• #68: For example, if you are creating a new G/L account, the person who initiates the process enters basic account information in the form. Based on this information, and rules, that are defined and setup by the customer, the Precisely Automate solution determines who the appropriate contributors are, who needs to approve the final form and then can auto-post the approved data to SAP, thus creating the new account. No more manual routing processed, error-prone data entry or ungoverned files being shared via email.
• #69: One of the core, defining characteristics of Hyperautomation is the broad set of capabilities to look for when adopting a hyperautomation strategy. Let’s look at some of the featured capabilities that the Precisely Automate platform has which help it form the center of yout Hyperautomate strategy: - Workflow is how we achieve flexible process automation and the workflow engine in the Precisely Automate platform has been specifically developed for complex, data-intensive SAP-centric processes Connectivity through APIs enables you to automate complex processes where your SAP ERP system is the heart of a process that includes coordinating data across multiple systems of record, or where the data needs further enhancing from third-party sources Self-Service capabilities help further enhance automated processes by allowing outside parties to contribute to the process. A great example of this are portals that allow constituents, such as vendors, to access, enhance or modify their SAP data through a secure web page. This can kick off a workflow to review and approve the data, or directly post data to your system. Data Management automate and streamlines mass-data processes Cloud Deployment to support your company’s move to the cloud activities and better connect to multiple SaaS platforms that are engaged in SAP-centric processes. Governance often presents one of the greatest challenges to manual data management processes and to automated processes that rely on multiple technologies to automate a single process. By adopting a centralized approach to automation, you can achieve end-to-end governance for improved visibility and auditability of complex, data-intensive processes Low-code development which is often referred to as “citizen development” enables business teams to develop and deploy automation solutions, relieving much of the burden from our often overworked IT teams. And, by moving the automation development process closer to the people who own the processes and data, it can significantly lower the time it takes to deploy automation across your business. Attended & unattended automation recognizes that while there are processes we can automate that do not require human intervention (unattended), many of the complex processes that are core to the success of our business are “human in the loop” meaning that people are required to input, review or modify data. Having the flexibility to develop solutions for both attended and unattended scenarios can give more flexibility than solutions centered on unattended processes. Forms are perfect for complex processes that require input from multiple parties across your organization. For example, creating a new vendor in your SAP system, often requires data or review from people in multiple departments either in parallel or sequentially. By deploying role-based forms, you are just requesting or displaying the information that an individual needs to see at a [particular stage of the process. The ability to quickly develop and deploy forms in an automated process can improves efficiency in multiple ways. Data Quality - Finally we get to improved data quality. We talked earlier about the interdependence of process and data in achieving automation success. With data stewardship integrated throughout a complex automated process, the Precisely Automate platform offers a more comprehensive set of data quality tools than automation tools that are only focused on process automation. As a complete set of capabilities, the Precisely Automate platform is the right combination of capabilities on which to center your Hyperautomation strategy and build for success.
• #72: All right, so I’m going to start with the obvious - whatever strategic data initiative a customer has requires data integrity to be successful That data is increasingly spread across public and private clouds, on-premises systems, and hybrid environments Gartner recently published research on Cloud End-User Behavior, and 81% of respondents say they use multiple cloud providers And that doesn’t even account for the mainframe and mid-range systems we know still play a pivotal role in the enterprise data ecosystem. Managing and activating this data is often a complex and ongoing process with many steps between defining a data strategy and deriving useful insights
• #73: We believe you can more easily and effectively build Data Integrity when the core capabilities you need are working together. That’s why Precisely brings a complete set of differentiated capabilities to support your data initiatives now – and into the future.  At a high level, our portfolio and data strategy services support every step along your data journey, so you can: Bring together the data your business generates – including complex IBM mainframe, IBM i, and SAP data in which Precisely has deep expertise  Catalog, cleanse, and validate your data so that your users can find, understand, and trust it Ensure proper governance of your data and management of your master data Enrich it with third-party datasets and spatial insights And activate it for optimal decision making and customer communication
• #74: The Precisely Data Integrity Suite is a set of seven interoperable modules that enable your business to build trust in your data.  No matter the source, you need data with accuracy, consistency, and context  flowing into your enterprise business systems and analytics.  At Trust 22 we are announcing the launch of our Data Integration, Data Observabilty and Data Governance modules. With DQ, GeoAddressing, Spatial Analytics and Data Enrichment following closely.   Our messaging drives home the point that customers can start WHEREVER they are in their Data Integrity Journey, and add on capabilities that make sense when they need them.
• #75: Friendly & intuitive design interface Sophisticated matching capabilities Cleanse, standardize, and verify data Validate address accuracy (US, Canada, UK, France & Germany) Geocode address data & append a unique and persistent identifier (PreciselyID) to each location (US, Canada, UK, France, & Germany)
• #80: All right, so I’m going to start with the obvious - whatever strategic data initiative a customer has requires data integrity to be successful That data is increasingly spread across public and private clouds, on-premises systems, and hybrid environments Gartner recently published research on Cloud End-User Behavior, and 81% of respondents say they use multiple cloud providers And that doesn’t even account for the mainframe and mid-range systems we know still play a pivotal role in the enterprise data ecosystem. Managing and activating this data is often a complex and ongoing process with many steps between defining a data strategy and deriving useful insights
• #81: Agility to quickly adapt to changes in your business environment through flexible workflow automation Also – Low code/no code environment enables faster solution development through citizen development Speed for faster, more efficient processes Improved initial data quality through elimination of manual data entry and integrated data stewardship capabilities Visibility throughout a complex process for: Reporting Process Intelligence Process linking - real-time process tracking (Does this get called out separately?) Audit support Historical comparison/analysis Business team focus – Low code/no code environment enables business teams and those closest to a process to develop automation solutions Automation flexibility - to determine best automation route (attended vs unattended, form or Excel interface, connection to other systems of record through APIs for end-to-end process automation) Scalability to process almost any amount of SAP data as needed by a process step Proven track record – Nearly twenty years of SAP ERP process automation success has demonstrated why Evolve is the leading process automation platform/solution for thousands of customers world-wide.
• #83: Better data means better decisions. That’s why Precisely empowers organizations all over the world, including 99 of the Fortune 100, to build trust in data.  We believe that in order for data to be trustworthy, it needs to be accurate, consistent and contextual. We call this data integrity.  With decades of deep domain expertise, and a unique combination of software, data, and data strategy services, we work with clients across the journey to data integrity.