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Know Before You Grow, SAP S/4HANA Overview Demo

Get a high-level overview of the SAP S/4HANA Cloud Public Edition solutions:
  • User Interface (UI/UX)
  • Material Requirements Planning (MRP)
  • Financials
  • Lead-to-Cash Process - see how to simplify the process through Intelligent Automation (AI, ML, robotic process)
  • How the S/4 solution delivers the intelligent enterprise for growth

The intelligent enterprise is not just for the big guys. See how digital transformation is possible for growth-focused companies. Learn more about SAP S/4 HANA Cloud Public Edition here. 

[TRANSCRIPT]

Sean Barbera:

Okay, good morning again. This is Sean Barbera from Navigator Business Solutions. Welcome everyone to our demo and presentation of SAP S4 HANA Cloud Public edition, Know before you Grow, we're excited of the attendees that have joined, and those who are coming late can just join in a couple housekeeping notes. If you do have questions, please feel free to type them into the question box in the Go to Webinar app, and we'd be happy to address them. Either in line or at the end of the presentation. Just a quick agenda overview. We will do a couple of intro slides, and as we promise this is not a death by PowerPoint presentation, you will see the software. We'll do a quick intro to grow with SAP, then you'll get to see the ui ux talk through that, and then a quick walkthrough of order to cash and a review of that, and a wrap up with questions and moving forward steps for any of you that have those questions or just wanna listen to others. So with that, I will pass it over to Ralph, he or his presentation.

Ralph Hess:

Great. Thanks so much, Sean, and, and again, welcome everybody.

Ralph Hess:

We really appreciate you taking the time to attend this webinar, which is really intended to not just tell you a little bit about what grow withSAPis, but also actually to introduce you to the application itself through some short demonstrations. So what I wanted to kind of frame this by just helping define what is grow with SAP, SAP has created, done a significant marketing effort in branding this year with something that's called Grow with SAP. And what they're trying to do is really attract some of the small to mid-size businesses to understanding more about what it's like to operate with SAP today. So, first and foremost, just to kind of frame this up, this is not your grandfather's SAP and and I always say that to customers and prospects when we're first engaging with them.

Ralph Hess:

So as we oftentimes get into conversations with prospective customers, we ask, what's their perception of of SAP ERP? And these are some of the responses we get. Well, it's too big and rigid for us. You know, we're, it's, they're multimillion dollar projects that take years to implement with armies of consultants. And by the way, don't you remember that time that they shut Hershey down right before Halloween? Side note there, Hershey is one of the White House customers for SAP that is highly referenceable and, and very happy now. So, but anyways, that's, that's kinda what everybody's perception in these days are of, of what SAP is. But the reality of today's SAP is that over 80% of SAP's customers are small to mid-sized companies. They're focused on being right-sized and nimble. No longer are we trying to kind of position these big monolithic ERPs to be able to take everything at at once and do a Big Bang project.

Ralph Hess:

It's focused on the customer's requirements. What do they need to do now? How can we start small to show value and then increase the value and outcomes that you're achieving with the solution as you're moving forward with it? It's also what we consider the foundation of the intelligent enterprise. We'll talk a little bit later about the intelligent enterprise and how the ERP really is at the core of that intelligent enterprise. And rather than stories of nightmares, really the goal is to produce outcomes for customers that are celebrated. And as you learn more about Grow with SAP over the next year SAP is gonna be celebrating quite a bit more of those types of outcomes. So what are the some of the key benefits of the I'm just gonna hide my control panel here. My apologies. Some of the key benefits.

Ralph Hess:

So one of the key elements of of this growth with SAP is running with industry best practices. We'll talk about that in a minute. Being able to go live with confidence, so really debunking that. It takes years to implement with armies of consultants. It's totally been placed on its head. With a cloud mindset, you can do accelerated implementations and achieve rapid time to value with the solution. You can grow without limits. You can add customers, markets, products without increasing the complexity or having to add on additional solutions. Again, we'll talk about what's actually, what I'll call in the box of this overall solution. And then it's very innovative. You can build your own breakthroughs by reshaping business models, using business technology platform, using in-app extensibility and changing the way you work on the fly. So what we hope to give you today is just a little bit of a flavor of what all of that means for your business.

Ralph Hess:

So when we say grow with SAP  what SAP's really talking about is SAP's S4 HANA Cloud Public edition. I'll refer to it as S4 public going forward, but it is a ready to run cloud ERP that delivers the latest industry best practices and combines that with continuous innovation. So running on the industry standard means that I'm not going to design all my business processes from scratch. This allows us to say, let me take this out of the box business process, implement it, workshop it, configure it to my requirements, and then move very quickly through the implementation. So what you'll see today is a very modern user experience some pre-configured industry best practices, and it's a full cloud ERP that grows with your business in terms of accelerating your business growth as, as you saw me refer to, kind of starting small achieving outcomes and then increasing the value.

Ralph Hess:

What it's intended to do is really meet your base needs and then be able to help you innovate as you're accelerating the business growth. And then in terms of innovation, it is a full SAAS ERP. And what that means is that you're never gonna be stuck behind on a release or two years behind on a release or three years behind on a release. It's continually upgraded without disruption. You have a lot of ability to make it your own. Russell's gonna show a little bit about it, that in, in the ui in terms of personalizing the user interface to your requirements. It's a very open API web-based platform. So integrating to third party solutions using the business technology platform really allows you to extend the application and be nimble the way that you need to be to address your business needs as they evolve.

Ralph Hess:

So as we take a look at it, the really, we're just gonna talk a little bit about the best practices. There is 800 plus best practice scope items involved in the solution. And so when I say scope items, what that means is the system is based on a configuration. And rather than doing programming, ABO programming, doing SQL programming, any of that, the way that you alter the functionality within the solution is by scoping and descoping various elements of the solution as it's delivered. That's how you're putting together the workflow based on best, best practices or fit to standard that's going to help you achieve rapid velocity. In terms of the implementation, you'll see a collaborative and personalized UX Russell's gonna demonstrate that in just a moment. One of the things that we don't have on one of the slides is that it's, it's fully integrated with teams and with Microsoft products so that the collaboration extends just be, you know, beyond the, the application itself, but it also integrates and collaborates with, with teams and, and Microsoft products. And then you have intelligent automation, things like iRPA bots processing artificial intelligence. All of that is also delivered out of the box with the solution. So what you're getting here is, is what you would've thought SAP would deliver using a bunch of different types of products. They've really bundled that up into a product which is called SAP S4HANA a Cloud Public Condition.

Ralph Hess:

So the ui, which is very different if you've, if you've dealt with many other solutions, this is a very modern collaborative UI, and you'll see that it's clean, it's intuitive, it's very responsive to the user. It gives them a place to actually operate from and help them manage by exception, rather than having to inquire into the system and do the work in the system to try to pull the information. There's embedded guidance and support. So you have in-app help and product tutorials and what's new information that's contextualized to what you're using the system for. It's one of the most highly documented solutions that in my many, many years I've, I've witnessed. And then everybody wants to know about mobility today. So you can start and you can finish mobile, and as you can see it runs, it's a very responsive ui, runs on tablets, runs on phones, and yes, even runs on Apple watches. So rather than talk about this user interface, what I'd like to do is turn it over to Russell Delapp, who's going to take 10 minutes or so and just show us a little bit of a tutorial and a little journey through the new user interface, Russell.

Russell Delapp:

All right, thank you, Ralph. So here I am, I'm logged into our S4 demo system here. As you can see, it's completely browser based. I'm using Chrome. You can use pretty much any brow, any modern browser out there right now. Just typically my favorite is Chrome to use the different personas and things of that nature. When you do log in, you're gonna land on your, your homepage here. And this homepage is very easily to personalize. You can change the look and feel by just clicking these links here, adding different activities or apps or pages to your screen. And, and what those terms mean is you have your home space here, and underneath the space you can perform these actions, but you also have these different spaces, for example, purchasing, when you're gonna be working in a specific area or, or a specific application area.

Russell Delapp:

This is your purchasing space, which has a combination of both applications and different KPIs that are relevant to that space. And so here on on my homepage, I have, the most important thing for me is, is kind of that, that intelligent enterprise that Ralph mentioned before. And so we have these situations. These, these are really important because it really allows you to do more with less and focus on more of the value generating activities rather than the non-value generating activities. And so in, in this specific situation, I've asked SAP or S4 public to to monitor certain situations for me and then alert me when those situations are beyond the threshold. And so it's really easy, no code way to put in these, these alerts and workflow applications directly out of the box. And you can configure what's, what's reported to you, well, what description, how it communicates with you via text, via email, Microsoft teams you know, Google collaboration, whatever you're looking to do.

Russell Delapp:

Those are kind of out of the box ways to integrate how S4 communicates with you. And so in this situation, I have a, a stock transfer order that's overdue, meaning I've shipped out, but the other plant hasn't received it. And so if I come into this, I can quickly see from that situation, it's gonna give me all the relevant detail I need to perform an action. So it's giving me some insight, it's giving me an alert, and then now I can come in and see what this issue is. It was expected to be delivered looks like last month. And it then sent me this notification to come and explore what's going on. And so from here, I'm able to go into that specific stock transfer order and understand where it came from, who requested it when I shipped it out to them and then ultimately why it wasn't received, right?

Russell Delapp:

And so here's my situation. I can then come in here and send an email to that plant or that supervisor and ask them what's going on. And that's gonna then basically allow them to interact directly with this situation as well, and ultimately be able to close that and have that correspondence and everything tracked within this process flow here. So that's, that's a little bit about situations. We also have to dos. These are gonna be your different approvals or different kind of workflow notifications within the system itself. And all these will be presented to you again, the same way through email or appear with these little notifications. So when you log in, you can see I have two new notifications that have been presented to me to then perform action on. Coming down here. I have pages just a really easy way to, to navigate a lot of my customers like this because it's, it's mobile friendly.

Russell Delapp:

So we talked about different browsers and how you can interact with this data. You can, you can, if you using an iPhone, it, you, you can actually look at the same data, the same URL log in the same way and, and use your phone to perform these actions. We also do have apps, but we'll talk about that a little bit later. So whether you're using an app that's downloaded from the the, the store, or you're, you're just using your Safari browser, whatever it is it's, it's all built in a way to dynamically change and modify the way your screen looks based on the device that you're using. And so these are just a little more friendly for those touchscreen type of situations. 

Speaker 4:

Excuse me, lets expand this a little bit.

Russell Delapp:

And then and then down here you have different apps. This is a really great way to navigate both from a functional way and and a grouping way, right? So if I want to come in and perform an action on, let's say, managing my product master data, or if I wanna run my financial reports, you can group those into different apps and punch out to reports, go to your quick apps. And so start modifying and quickly adapting to what your user or your role is, is specifically basically your, your most frequent used or, or your favorite apps, right? So these are your favorites. The the system's also gonna track your recent activities and your frequently used. It's just really nice as you're jumping back and forth between documents and, and what you're working on that hour, that day, that week, and be able to quickly access that information for you.

Russell Delapp:

And, and just scrolling down it wouldn't be an SAP presentation without all the wonderful KPIs and reports that come out of the box. And again, these are, these are very, very easy for you to personalize and manage to your, your users' wants and needs. So these are more the KPI driven metrics and, and the insights of the tiles. And then you have the cards, which are essentially just a bigger version of these tiles. You can set up the same thresholds and color coding that, that is embedded into this as well. So you can see these are green, these are red, those are all items that we're setting up in, in the actual card or tile themselves. And these can be presented to you in any one of these spaces throughout. So in, in a lot of fast-growing small to mid-size organizations, you wear a lot of hats.

Russell Delapp:

And so it's, it's a great way to to personalize that hat that you're currently wearing at that time. So once I'm in that purchasing screen, you saw a different set of insights and tiles that were relevant to me for my procurement activities. Alright, the the next thing I wanted to talk about is this enterprise search. So I'm gonna change it to all, and I'm gonna type in a search. Let's say I'm, I'm on the phone with a customer and they have a question about a specific invoice they gave me the invoice id, and I can just type it in this enterprise search here, and it's gonna go through the entire system and look for everything that's associated with this number that I typed in. It's gonna pull it up and give me a snapshot of information to make sure I'm looking at the right thing.

Russell Delapp:

Okay, this, this is pretty interesting, this is great, but I want to find a little bit more information. Let's say they, they had a question saying they didn't receive the full amount that they're being invoiced for. And so you can come back and look at the document flow. And what this is gonna do is give you that complete workflow scenario, swim lane, if you will, that that happened to this. So I can see all the way back from the start here that I have my contracts in this swim lane. This, this quantity contract, then created a sales order. That sales order then was shipped out here from the delivery and logistics swim lane. And ultimately that was billed. And so to, to answer their delivery question, I would just jump into this delivery document and be able to dive into to that specific question or comment.

Russell Delapp:

For those, for those of you that are in the accounting world, you're really gonna like this feature because this, these, these swim lanes in these this process flow is actually linked down here. You can see when I click on the specific activity in the swim lane, it's gonna tell me what journal entry is associated to what specific process flow above, right? And so you can see that here, or I can look at the journal entry and do the same thing. And it highlights the the activity above that it's associated to. And so diving more into the journal entries, if I wanna look at this from more of a financial perspective once again, my accountants love this feature where they, you can actually look at this from a t account perspective for the traditional debits and credits. So this demo system has a couple ledgers that, that's a whole nother topic for a whole nother day. So I'm just gonna simplify this a little bit. And so you can see that that one invoice from that process flow, that swim lane view, also from the financial perspective both from an income statement and a balance sheet t account, which is, which is a really great way to visualize it if you'd prefer. It's really easy to toggle back to the, the more traditional debits and credits look and feel as well.

Russell Delapp:

One of the other highlights SAP has done a really good job mod modernizing the, the learning center and the enablement of the product. As, as Ralph always says, the tool is only as good as the users are enabled on it, right? You have the best tool in the world, but if nobody knows how to use it, it's, it's not gonna be very productive. And SAPs realize this, and there, there's a lot of different learning journeys that they put together, but one of, one of your my customer's favorites is really gonna be this. So directly in the system, you can come into the learning center and that's gonna come up with a number of different roles that you can tailor and filter on. And so for, for, again, my accountants, if I'm interested in, or I have a new accounts receivable person, I'm gonna come into this trainer and it's actually gonna take me through the system.

Russell Delapp:

And if I'm interested in posting payments, I'm gonna start the tutorial and it's gonna pull in and have a click through activity here for me and say walk, have this guided activity and walk me through what to do. So I'm actually clicking these boxes as it walks me through the, the process itself, or if I didn't feel like clicking, you can just click these arrows and it takes you through the entire process, right? It's a really great way to get your hands on the system and start learning it as well as you know, looking at different ways to do certain things. So it gives you a nice foundation on, on how to get started. And of course, there's the, the more traditional documents and in in-depth guides as well.

Russell Delapp:

Okay. And from from my last piece on the overview here is to, to highlight some of the built-in settings that make this a a really powerful and flexible tool to help make it more agile and efficient. This is all done in a future-proof way to where the next upgrade, you're not gonna lose your settings, it's, it's not gonna break into the future. So it gives you that future proof way to personalize your screens. And so with, within this settings this is a a real intuitive way to, to, like I mentioned add and remove those spaces and pages. Change your appearance if you prefer a dark theme or a light theme that'll change the background on what's what's behind me here. But also a really nice feature, especially when you wear multiple hats. So if you have a multi-entity environment, you can come in and change your, your default value to whatever company you're working in for that day.

Russell Delapp:

Let's say I'm closing a set of books for a specific entity, I would wanna change this to the entity I'm closing so I don't have to keep typing it in on every document, right? Every time I pull up the screen, it's gonna default this specific company code for me, and to just make that user experience that much better, right? As you can see, there's a lot of different attributes that we can go through and control and default in to, to make that efficient space for you so you don't have to, it reduces that redundancy and that manual entry there. And so Ralph, I guess I'll turn it back over to you, but you know, I hope that's, that was to my, my goal is to really demonstrate how intuitive, how simple it is to personalize and to navigate to certain applications and functional areas. And so as I move forward with the demonstration, you'll, you'll get a sense of how I'm using those tools to, to walk you through the order to cash process.

Ralph Hess:

So, thanks Russell. Hopefully everybody saw kind of the uniqueness in very modern and, and usable way that that SAP has kind of recast the user experience using S4. So not gonna do too much recapping on that. We wanna make sure that we're moving along. So we do have that ability to personalize. It is, you know, very workflow related launching applications very easily and being able to get that insight to action that people are really craving as part of their user experience. So let's talk a little bit about, so that, that's user experience. What is actually in the box of S4 public cloud? Well, as we take a look at it, I, I think, again, a lot of other people's experiences from the back might've been that, well, SAP has financials and then you need to add on supply chain and you need to add on production by the, the cloud public edition is, is a different solution.

Ralph Hess:

It's coming with all of what you see in the box. So, quarterly has the world-class financials that SAP is known for a very robust procurement solution. Not you see the Ariba buying there. That is, that's not a requirement. That's kind of something you can add to the solution, but it supports the operational procurement, central invoice management, a lot of procurement, analytics and exception handling. All of those things that are gonna help you be very efficient in the procurement process. We're gonna take a look at order to cash. So I'm not gonna steal Russell's thunder there. But obviously we can sell and deliver and monitor a combination of physical goods and services. You can have service invoices, service orders, a combination of the two. There's convergent and external billing so that if you're actually selling or going to market through different marketplaces, you can bring everything together and do the invoicing that way.

Ralph Hess:

There is service included. So you have service contracts, service orders, deliveries, billing with cost control, revenue recognition all of those elements that you need when you're not just selling products, but selling maybe a more complex product and service that you require the revenue recognition with. It has full blown manufacturing, very highly functional and trackable and traceable manufacturing which is very inclusive of Material Requirement Planning (MRP) make to stock, make to order and engineer to order. It includes some, a very robust, robust quality management module as part of that. And then it also takes care of environmental health and safety tracking as well. There's R&D, so there's full project control, project management in there, advanced vari variant configuration. There's PIM including change record and bomb management. So all of those kind of things that you may have had to rely on a different solution for is included with this.

Ralph Hess:

Also included is asset management. Some people may refer to that as it's really a combination of fixed assets as well as preventative maintenance. We've rolled all that into something that's called asset management, very functional and something that comes with the solution itself. And then as you look at supply chain, of course, that's across of all the, the various modules that I've spoken about so far. But there's core inventory management, advanced AP, there's warehouse management included, so you don't need to get an external Warehouse Management Systems (WMS), it comes with a fully functional warehouse embedded warehouse management, including, you know, mobility, mobile apps to be able to do the transactions on the floor. There. It comes with a transportation management solution. And then you got your logistics cross topics like traceability, track and trace, batch, serial number, handling units, business process scheduling, and the like. So as you take a look at it this solution itself, those, those eight that I just described really applies to a number of industries, both service-centric industries and product-centric as well. So as, as we continue to kind of, we're gonna be doing webinars to, to continue to, to educate the marketplace about the solution, we'll dive into those kind of service-centric and product-centric industries a in a little bit more detail in separate sessions.

Ralph Hess:

So as you can imagine what SAP is trying to do by, by putting this mark's functionality in a public cloud solution, is to drive outcomes and provide proven business value. So you can, you can read across here, I'm not gonna read these tiles to you but there is significant value in having a fully integrated kind of single platform that is your enterprise resource planning solution. You have, you know, reduction in lead times you reduction in close times, increasing your number of payment transactions, increasing your order processing capacity reducing administrative costs, you know, procurement, obviously there's a lot of low hanging fruit in that area. R&D and engineering manufacturing  I'd like to just for a number of people on the call today, I understand that manufacturing and the traceability and batch traceability, the quality that's involved with all of that process manufacturing or discrete is all embedded directly within the solution itself.

Ralph Hess:

And then of course, there's, just by having the right product in the right place at the right time, you're increasing the number of deliveries and increasing your customer satisfaction and driving increased inventory turn. And then you can you can see the lower total cost of ownership. So again existing customers across all of those industries. But again, I don't wanna spend a lot of time talking about PowerPoints. I wanna spend time with Russell showing you the solution. So what we're going to go into next is the order to cash workflow or value stream as it's often referred to. And so you can see what some of the, or the, the objectives or outcomes that we wanna look at, right? We wanna optimize and automate order entry. We want to be able to do on mass changes of sales orders and confirmations.

Ralph Hess:

We wanna use embedded analytics to be able to monitor our, and handle the exceptions that handle that, that occur during the, this value stream. We want punctual outbound deliveries and, and the prediction of delivery delays to minimize the customer churn. And then we want those comprehensive billing capabilities, and then we wanna make sure we're being very efficient when we're receiving that cash in to be able to automatically clear the incoming payments. So as we look at this value stream, those are kind of the objectives that we're looking out of this particular value stream. Now, Russell is going to go ahead and, and show us a bit about that particular stream.

Russell Delapp:

Yep. Thank you, Ralph. I saw some questions come in through the chat, so keep those coming in. I'll try to answer them the best I can through the flow. But certainly at the end of the session, we'll, we'll have that q and a and we'll, we'll address those ones that I can't answer through the through the, the agenda here. So Ralph, you can see my screen correct?

Ralph Hess:

Sure can. Yes. Russell.

Russell Delapp:

Excellent. So first thing I'm gonna do here is actually just navigate to my sales planning and analytics page where it's gonna take me to this space that again, these are all out of the box. You don't have to start from scratch to customize these, but as I mentioned, it's very personalizable, it's, it's very intuitive. You can just drag and drop depending on where you want this application to move or each one of these pages can be personalized with the edit the page, and you can, you can do things like rename those titles and change the way these apps look instead of these big squares. You can make them flat or more like those links that you see here. So a lot of different ways to to, again, interact with that data here. So one of the first things I'm gonna do is cover the the customer 360 in the order to cache process, because this is gonna give you a, as it says, a 360 degree view of, of your customer.

Russell Delapp:

Again, when you're interacting with the customers, is your one page that you're gonna go to, to answer any questions that might come up. So it's a, it's a, like, it's a, it's a fresh way to look at your data. And what we've done here is on our overview tab built our recent activities. So here, here's the recent orders that have come through, any quick links, any documents that have pending approvals to them would be listed here. And then also planned and open outbound deliveries. You have your both external contacts and internal contacts is really nice as well. So if you need to talk to somebody that's in charge of the service performing entity of this customer, that, that role and that person would be assigned here. Otherwise, you have those external contacts to go reach out to. With, within this, you have every business document you can possibly imagine.

Russell Delapp:

So everything that's related to this customer, you can go through and quickly access. If you didn't know the sales order id you can go through and scroll and, and start to find that information, drill right into that data. And then any, any kind of fulfillment issues when we're talking about the order to cache, it lets you know if there's an issue with the order itself when the next action is. So I'm, I'm not doing so well with this customer because a lot of my next action is actually past due. And so again, that would've been notified through some kind of situation, but it's a demo system, so it's Ralph doesn't always keep up to date with his deliveries. Your sales team is actually gonna love this just in a, in an overview. It, it gives you a period of time when you're looking at this customer, their their total order quantity and what they ordered and when they ordered it, right, what is their average order.

Russell Delapp:

And it gives you that information to increase those sales with those customers and give you that value. Also another feature that you're gonna like is this return quantity value. So what are they buying? What are the returning some of just the basic stuff here in this 360 something unique about this 360 is also, it haSAPunch out to your customer overview. And so in addition to that 360 degree view, you're able to come in and look at different KPIs, similar like what we saw on the, the homepage, but that was from a my organization, right? That was for my company. These KPIs are specifically just for this one customer that we are just looking at. So it gives you a great dashboard for customer performance, and this is throughout the entire system. You can look at something similar to this by product, by supplier.

Russell Delapp:

Another really good one's, if you're into the regulated industries, you can see the trends on quality inspection results which lots are trending, which way and compare those against your thresholds, right? And so if you see a trend getting close to a specific threshold that will be presented to you here by that, that, that that quality plan law. So one of the questions came up are these easy to configure and, and personalize and customize? And the the answer is yes. You don't need a programmer to do it. Simply just through our implementation, we have, we actually have workshops dedicated to educating you on taking what's there, not reinventing the wheel, becauseSAPhas a lot of great industry best practice KPIs already built for you. Again, i I didn't have to touch any of these reports.

Russell Delapp:

These, these come with your system. So you can see my frequent orders, incoming orders, the trends on that. And so one, one situation that we often do is we compare these two KPIs together. So if I see my frequency of reports increasing, but my profit margin decreasing, I wanna create a situation for that. I wanna be notified for that, right? That's what we talk about, the intelligent enterprise and letting the system notify you when there's certain exceptions or anomalies that we define through our implementation. So I'm only showing you this just to give you a sense of the, the capabilities and the power of looking at this from a specific customer perspective. Or you can change any of the filters and include all of your customers and you'll get a similar look and feel for this, this overview or this dashboard.

Russell Delapp:

So without I'm actually gonna get in the process. Now, as Ralph mentioned, I'm gonna start by creating a sales order. And so this, this is the most manual way to do it. A a lot of you are gonna be receiving these orders through Electronic Data Interchange (EDI) or an email or something to that, that automation to this point, right? And so all those endpoints are completely open. This is an example of those default values for me. So I didn't have to enter any of this information in, so I have those defaults, it just put 'em in. I just have to click create. So not a lot of clicks, not a lot of manual entry. I simply have to come in here and who am I selling to? What is their purchase order number, and then what do they buy?

Russell Delapp:

In this case all these fields are smart texts, I'm gonna type in dream, right? And that's one word in the product description. I could have typed in 1 31, I could have typed in pod, and it's, it's gonna find that product itself. I'm gonna say, we're gonna order four 80 of these units, and then the system's gonna go through. And because I didn't put a request date in the header, the line item is just defaulting to today's date right here for the delivery date. And then that's actually creating a problem. The, the system is telling me here, the soonest you can get this product to them based on your lead times and your shipping lanes is gonna be the 12th. And so it's saying you're avail your a t p, your availability can't be confirmed. It has to be confirmed later. And so you can call the customer and say, you can't actually have it today, but I can get it to you on the 12th.

Russell Delapp:

Is that okay? So as soon as I type in the, the accepted delivery date or request date, then that's gonna then go to that green confirmation here. And then finally again, you're, you're gonna wanna have this default thing, but if you do have multiple warehouses, you're essentially picking which, which warehouse you want to ship it from or fulfill it from. And that's, that's it. All the pricing and, and you know, tiers and a lot of complexity that comes into place in this order. We don't have time to cover all that today, but I did wanna point out that there is an entire tab that's gonna build in any kind of transportation fees or you know, any kind of surcharges that you're looking for, any discounts and all those can be added automatically based on certain attributes of either the customer or the specific campaign that you're running for this product for this particular time.

Russell Delapp:

Another, another feature I like here is the completion status. It's letting me know that I'm, I'm complete. I, I have all the required fields entered, so I'm, I'm safe to come in here and just go ahead and create this order. Simple as that. A again, most of my customers automate this process. Not a lot of people key these in manually anymore. With the Business Technology Platform (BTP) we're gonna talk about a little bit later, but we can, we can automatically read PDFs and translate that into text and import that into your your orders, and then have the BTP using machine learning and AI automatically detect any anomalies or issues and based off of past actions and confidence level, it will automatically make those options actions for you. So once the order's in we wanted to talk a little bit about back order and back order management.

Russell Delapp:

So I had that a BTP in there, everything was good, but what happens if my, my number one customer calls and says you know, I, I want that product. How, how do you choose who, who gets that inventory, right? And so there's, there's a lot of different ways to do that both manually and automatically. So let me we have a number of different options for what we call back order processing, and we can set up specific rules to automate the allocation of inventory before it gets released to fulfillment, which means that I can say, okay, that that UTZ customer I just entered is probably never gonna place another order. So I want to take the inventory I confirmed to them, and I want to give it to Walmart, or I want to give it to Pfizer or, or whoever else is more important to me.

Russell Delapp:

So you can set up those rules to say, this customer is, is important, but not as important as my number one customer. So I want them to give up what they've already confirmed. You can say, don't take it from this customer, or you can say, this customer always wins. And so if you have two number one customers, you can create custom sorting. So, so Walmart always gets it over target or, or vice versa, right? So there's a lot of different flexibility that we can have in our back order processing rules. Again, that's, that's a whole nother webinar for a whole nother day, but I just wanted to point out that there's a lot of flexibility, a lot of automation that you can set up in the back order process. And then once that's done, you're gonna then release that delivery. In this case, like I said, most of my customers are automating this process based off of the the shipment date and things like that. But I'm just gonna do this manually. So you can see that's basically a list of all of my orders. If there is backlogs, it would allow me to reassign the commitment to each one of those individual deliveries based on those back order processing rules.

Russell Delapp:

Okay? one, one of the questions came in that I wanted to talk about. It looks like, I think <inaudible> asked this, but can we automate forecast off of quotes that are in the system that the answer is yes to to a certain degree. And so what, what we're gonna do is we're gonna set up these different prediction rules for you. And so you have your sales by dollar value and by quantity depending on which one you're looking at, you know, it, it's up to you. But you have your plan to actual from a sales performance perspective, by customer, by product by plants, by sales area, you know what, whatever attribute you really wanna get down to your granularity, and it's gonna go through and look at your orders, look at your quotes, and it's gonna perform a prediction, and then it's gonna compare your plan, your actual versus your prediction. And that prediction is configurable in that low, low-code way, right? We can, we can tell it what to look at to, to make it smarter based off of how you use the system. And so that was a, I just saw that question come up and I wanted to address it here because I, I have that set up in, in a similar scenario.

Russell Delapp:

Okay. Ralph, did you want me to continue on or did you want to go back to the the slide deck and talk about the fulfillment piece?

Ralph Hess:

No, you can, you can head right into the fulfillment piece, I think.

Russell Delapp:

Okay. Switching gears, be official with our time, so, okay. Yep. Yeah. Just slow me down if I'm moving too fast. No,

Ralph Hess:

Will do. I think you're doing fine. Thanks, Russell.

Russell Delapp:

So we have our, our different pages, and I've just set these up to accommodate this order to cash process, right? So that was my order process in releasing into fulfillment. Now we're gonna have our warehouse management piece. And so I, I've set this up to a degree. We're gonna show you some features and functions in the, the pick, pack and ship process, but obviously not everything here. Once that's been shipped, we're gonna then move into the billing, and then we're gonna move into receiving cash based off of that, that complete flow. So that's how these pages are set up in this specific demo here. So, jumping into my, my warehouse piece here, just like we saw with the, the sales orders, you have your KPIs, your insights your, your, your batch cockpit, because that's typically important for a lot of the demos that we're doing here.

Russell Delapp:

And so you can see the complete genealogy and, and what that how that batch was used throughout the entire system, where it was stored, and then what ultimately what containers were handling units were, were associated to that batch. So down here, what you're gonna see is we're just focused on the outbound process process. And so if I look at my outbound orders, I have two orders. The one I just submitted is this number 66 here. So as, as a warehouse manager, I've automated the release of the the delivery here. And I've automatically created the pick so that, that's just done through automation in the system. You can stop that, you can do everything here. So when you talk about the scalability I can, I can do my complete pack and ship from one screen, or I can break it into multiple tasks, assign into multiple areas, multiple users, multiple equipments.

Russell Delapp:

And so if I have a product that can only be handled with a forklift or with a crane, the system's smart enough to identify that and associate that to a specific resource. Again, a lot of the bells and whistles we're not gonna get into. I just wanted to mention that to talk a little bit about the scalability. But if I come into this order, this is my, this is kind of that cockpit for that order. I've, like I've mentioned, I've already automatically created all the tasks, so there are no missing tasks for this, this outbound delivery. I have one open task that has not been picked, and you can see that reflected here. Again, I can create any packaging or handling units ahead of time. And, and but we're, we're not gonna go through and do that. I just wanted to point out that I can do everything from this one screen.

Russell Delapp:

I don't necessarily have to break it into the tasks. So now what, what my handlers, my material handler is gonna see, this is basically their, where they, where they live. So you see the shop floor processing, you have your picking tasks, you have your internal movements, you have your putaway, you have your packouts that's all the tasks that they're looking at. So they're gonna be looking at a screen like this most of the time, and they're gonna be picking up different orders and different tasks and completing them. And so without going into the task itself, this screen gives me a a lot of great information. It tells me, okay, for this task let's, let's get a little more information here. So by clicking that, it's gonna add a lot more detail to what we're looking for. So for this specific area, my batch, it's not a controlled item, so I don't have my batch information being selected here, but obviously if I did, I can use FIFO or fi f o picking what the quantity is, where am I bringing it to, and the task that it's associated with.

Russell Delapp:

So by going into the task, if it was associated to specific handling unit or pallet, the system can direct me specifically what container to go pick it out of. And then you're allowed to break down that container at that point in time there. So it's telling me to go to this bin, I'm gonna go over there, head over there, and at this point in time, if I had multiple stops, I can create a, a handling unit on the fly, which is really nice for your hand, your material handlers, because if I'm driving around on a forklift and I have a pallet on there, that pallet now becomes my handling unit. And I have mixed contents and mixed quantities on that specific pallet. And so then I can do subsequent movements by doing one scan, and the system knows exactly what is on that from a batch quantity item perspective without having to go through and tell it what's what's there and what I'm moving.

Russell Delapp:

So really nice way to ad hoc create those handling units barcodes to, to make that effective use for standing and movements. But there's, there's nothing early to do here for, for this demonstration. I'm just gonna go to that bin. I'm gonna drop it off at this specific destination area. Again, the system's determining all this for me. I don't have to change anything. If there was any exceptions, if, if the I went to that bin and the the product was destroyed, you do have the option to do different exception, hand exception handling changes to, to what the system is suggesting to accommodate what the picker is seeing in, in reality. So I'm just gonna go ahead and confirm this, and that's basically going to execute that transaction. And you can do that from a handheld. And so there is an app that you can go through and do this, and it's gonna be a little bit more guided in that activity where it's gonna say, okay, scan the bin you're at, scan the product that you picked up, scan the handling unit that you put it onto, et cetera, et cetera.

Russell Delapp:

So it's gonna be more of a guided activity on the handheld itself. But for this demonstration, I just wanted to show you some of the flexibility of how we can look at the data. So that, that has been picked and I'm done with my, my picking task at this point. You know, I forgot to look at what the one second. Let me, let me grab the order number here, and then I'm gonna need that when I'm packing.

Russell Delapp:

Okay, so when, when I'm, now, I've picked it right now, I'm gonna go through and pack the order. So we have this option to do a packing, completely optional. I'm gonna scan into my packing work center, and I'm gonna enter in my reference number that's gonna pull in my outbound delivery that I'm looking at. I'm gonna select, how am I gonna pack it out? I'm gonna put it on a pallet. If there's multiple items here, it would bring in all those items. Ultimately, you can come in, pack all, and that's gonna start building out your pallet or, or your container or your box. If you notice the I have weights and DIMMs that are associated to that packing material. And then what my net weight is automatically being calculated based on the quantity and this product's weights and DIMMs that are associated to it. Then you can print that packing slip and that multi-level packing material. So I can do my inner packs to my master packs and my master packs on my pallets and all that fun stuff here. So I'm just gonna keep it simple, do that one layer and go ahead and close confirm, leave my pack app, and now it's ready to be shipped. Oops.

Russell Delapp:

And so coming back here to, to my my shipment, I can, I can see that this has been fully picked, packed, and now it's ready for that. Basically that outbound delivery, when I load it onto the truck, I'm gonna post that goods issue. Again, I mentioned if I wanted to look or change any of the packing material, I can do that at the step here. So if I come to that, that packing button, I can see, and this is a concept of if I had that multi-level packing, you would see that box next and the products in that box, in those boxes that are on that pallet. So it gives you that multi-level view, make any changes that you're interested in making at, at this point in time. That was just that concept that that packing material is, is sent throughout the system.

Russell Delapp:

Okay. And so the last last step is just load it on the truck, right? I'm just gonna hit that goods issue button and it's gonna be gone, right? It's, it's on the truck, it's out. Accounting's been notified now that the shipment for 480 pieces has been shipped, and it is now on the way to the customer. And so we're gonna move over to our, our finance hat here. This is the step that is, is always automated, right? We just have a job come and, and pick this up and go ahead and send it on for demonstration purposes. I did just wanna show you that as soon as it's shipped, it's, it's a sales delivery document type. You can have different project types, delivery credit memos, what have you. I'll come into this bucket and then that action is performed.

Russell Delapp:

And so again, no duplication of data or anything here. It all comes through from the sales order. So I get the quantity from the delivery, I get the amount from the contract or the sales order side. And then you have that document flow that we looked at before, right? So I can see it's been ordered, it's been shipped, and this is a temporary invoice until it's actually been posted or processed. Coming down here there is a lot of out box forms. You can, you can set up the output details to, in this case demo system. I, I just have it. I believe I have it printing. Oh, yeah. So the channel is print, but that could be email. You could have multiple multiple people receiving the email. You can even copy your internal accounting department, which some of my customers do. And so you, you have that visibility to everything going out. And this is just a, a generic copy that we always start with what the invoice looks like. I, I like this because it lists the product, the details of the product, and personally your prices and your price breakdown. So it'll show any discounts or pricing tier details or any freight amounts. It all gets broken down in an itemized place so you can see how the total is then calculated.

Russell Delapp:

Okay, that looks good. I'm just gonna go and save, which is gonna post this document and allow it to, to be to go into your AR and it goes to your collections team. And when money is received in everybody's happy. So let's, let's look at that right now. Let's look at the the receivables process. And so here's my receivables page. Again, a lot of great out of the box KPIs that a lot of my customers ask for every implementation. Again,SAPprovides these, I didn't change any of these. You have your D ss O straight out of the box, your total receipts all the things that you'd expect from a, a top tier e r p, like SAP. So looking at our, our payments here, I'm just gonna do a manual post incoming payment. This is another scenario where very few of my customers actually do this manually. There is a a b i two file upload a bank statement upload that's available to us available. So this isn't a common activity that's done manually here. So lemme see if I can find our, our correct bank account.

Russell Delapp:

That's not, it's not the euro one, that's the us This should be my main bank. Okay? so my customer, I'm just gonna type in this would, this would come in through the b i i two file and then let's, let's go propose items. And so what that's gonna do is pull up this customer's ledger for me. What, what the payment or what the bank is gonna have is the reference number that's on that b i two file, or that a c h file that's coming in. And so one, once I put in that a c h file and the payment reference just aSAProof of concept, if, if this would happen through an import, it would do the same thing. All this data would just be coded to the right areas, right? So it automatically found this reference ID by typing it in there.

Russell Delapp:

It knew it was associated to this, and it's automatically gonna clear that amount for me. If there's any adjustments to make here, I would put that in there. But right now I didn't put an amount because I didn't remember what it was, but on the check obviously would've put that in. So you see amount of balance, I'm gonna put that amount in and it's gonna then balance it out and everybody's, everybody's happy on this screen. Okay? So that's that's posting a check manually with showing some of the automation and intelligence around that that's about as fast as I can do in order the cash presentation, Ralph,

Ralph Hess:

That's that's, that's awesome. Thanks so much, Russell.

Ralph Hess:

Yeah, you per usual, or, you know, 15 people's hats and, and made your way through the process. Great job. So, I'm just gonna kind of scream through these last few slides. We've got a number of different questions hoping maybe people can stay on, but another couple minutes for for Russell to be able to address those if possible. But what you saw here was, was the process all the way from order entry through processing, monitoring, delivering billing and payments and the finance and revenue. And I think one of the things that I just wanted to to point out was that at the front end of that process, Russell made mention of the B T P of using bots, et cetera, right out of the box. It does have the ability to create sales orders out of unstructured data, that unstructured data being PDFs, CSVs, et cetera. SoSAPhas really taken a lot of that sophistication that they've been using at the large enterprise level for a long time and really incorporated it into the key

Russell Delapp:

Elements of this particular

Ralph Hess:

Product. Again, there's obvious business value, and I'm sure that as you saw it and you were watching the process, you could see where some of the benefits would be, such as increasing the,

Russell Delapp:

The efficiency in sales management

Russell Delapp:

Increasing your, your order processing

Ralph Hess:

Capacity. And then

Russell Delapp:

Just this, the whole

Ralph Hess:

Lead

Russell Delapp:

Time in terms

Ralph Hess:

Of

Russell Delapp:

Processing transactions gets very

Ralph Hess:

Compressed.

Russell Delapp:

What I wanted to talk just

Ralph Hess:

Very briefly

Russell Delapp:

About, and I mean extremely briefly, was

Ralph Hess:

The, that,

Russell Delapp:

That

Ralph Hess:

S4 cloud public edition really is the, the centerpiece of this intelligent enterprise. And so as we take a look at it, as it sits in, in tandem with the business technology platform, the cloud E R P provides this ability to have a seamless user interface have consistency in terms of security and identity management, one workflow. It all works together based upon the architecture and strategy that SAP has to incorporate artificial intelligence robotic processing, bots, et cetera. So we'll do, again, we're going to do, be continuing to do webinars on specific pieces of what we've shown today. But I think what I wanna do now is, is Russell, if, if we, I'm just gonna leave my wrap up to be, Russell, do you have a few minutes to spend with us just to maybe answer

Russell Delapp:

A few of the questions that came

Ralph Hess:

Up?

Russell Delapp:

Yeah, yeah, of course. So do you wanna take it from the top or do you want me to, to go through 'em?

Ralph Hess:

Well, I think, yeah, I think I, I answered a couple as I as a, can you delete things? Will customization be better supported when upgrades happen? I think you talked to that. Mm-Hmm. <Affirmative> does the system automatically forecast off of quotes that are in the system? I think you talked about that kind of sales forecast predictability Yeah. As a way to address that.

Russell Delapp:

Correct.

Ralph Hess:

The next few are really right up your alley, Russell, they're out of supply chain, so they're obviously out of my domain. So does it have budgeting and financial planning?

Russell Delapp:

Yeah, yeah, absolutely. So you, you have your I went through really fast, but in the, the financial reports that I showed you, you can have your your p and ls and your balance sheets that are planned to actual. Right. And same thing on the sales side, you can actually do some predictions there on that front of it. So a lot of rich features and functions that have multiple versions of that plan. So yep. I I think we're, we're good there. Unless you have any follow up questions to that one, Damien,

Ralph Hess:

I, I think if what we can do is if if there are additional questions we can, we can set up a separate session probably Russell.

Russell Delapp:

Yeah. I know that that's kind of a stream

Ralph Hess:

Of them here. So can we have consolidation

Russell Delapp:

In different currencies? Yes. So we, we have a full suite of consolidation modules. SAP's brought in that enterprise level consolidation down in the mid-market with, with that S four public cloud. So a lot of that tier one functionality is, has come down. So it has that full consolidation entity, multi ownership different FX revaluation by GL account, for example. And I can actually send a, a really good video that, that goes through a lot of that information for you. And so I just just watch that and it's about a half hour, but it's, it's definitely gonna be worth your time.

Ralph Hess:

Yeah, that's that's, that's great. I, I actually have that one you shared with me. It was a very good video. Russell, I'll, I'll forward that on.

Russell Delapp:

Awesome. to customize reports can we buy ourselves or do we need to request? No. So really our, our goal is to enable you as much as you wanna take ownership of the system. And our methodology is actually designed to, to do that. So, you know, we, we can certainly be your, your backend e r p support forever, but our goal is always to enable you to take that ownership and maintain your own reports and forms and everything is that, that is done is gonna be through these end user tools. SAP P has done a fantastic job by making those low code or no codes, it's mostly configuration, like those situations that you solve, for example, you say, okay, what object do I wanna monitor? What fields are important to me? And when this field is above or below this number that I put in, then create the situation. So it's, it's done in a, a no-code format and very flexible way to maintain that. And it's done smartly, right? A lot of the fields are gonna be dynamic, send it to this team or send it to this manager of this organizational unit. So you're not hard coding the people responsible for those different activities or approval steps.

Russell Delapp:

The next one down here is what is offered for financial planning, budgeting, forecasting, and dashboards for executives to monitor KPIs. Again, just a, a lot of really rich features and tools to do that. We, we do have a lot of information that's actually available on it, it uses a backendSAPanalytics cloud engine. So you're getting a, a best of breed standalone BI tool that's out of the box part of your S4 system. So there's a lot of that predictive analytics that I mentioned before. So I think you're gonna really like those KPIs and how they're presented. And then we can talk about if there is a need or a want, you can also purchase a license forSAPanalytics cloud, which does a little bit more of the predictive analytics a little bit more powerful in the visualization. So if you wanna look at a map for example, and drill down into that map, that's gonna be something that's gonna be done on analytics cloud. But again, that's, that's a good question and definitely a longer answer.

Russell Delapp:

Next one down here is every scenario you have to just select a desired tile, or can we create a sales order in one screen? Yeah, so that sales order that you saw there is, would be the equivalent of navigating to the body design work center in view. That tile was just a one click instead of a two click button. And so although you don't go to the work center and the view and create you just click that click that tile and it creates the sales order for you.

Ralph Hess:

I think maybe head down to the are all fields or documents available to report on or just the exposed ones?

Russell Delapp:

All all fields are available. It's ade it's even more more flexible in the backend. And, and by design is, it works in a similar structure, but we have more access to more flexibility, more access to create those custom data sources. Shouldn't call 'em custom, but to to create your own data sources through a, a similar way that you do 'em ByDesign, just with a little bit more powerful tools. And once that data source is created, you can even create, you know, different objects and there's a lot more capability there. So let's, let's say it there than, than you do have in ByDesign.

Ralph Hess:

Yeah. And then I'll take this last

Russell Delapp:

Question,

Ralph Hess:

Russell, 'cause I think you, you you actually answered the very last one. How long has this variant ofSAPbeen active? So as you look at S4 public, it's actually been a product that SAP is has released for, it's about seven years old. They have taken a very measured approach to bringing it to the market. It was introduced originally over in Europe and, and preliminary released a few years ago in the us. They, they saw that they had a bit more work to do on it, so they, they kind of held it back a little bit to a, a broader release up until probably last year. But it's been a product that's been under development for a number of years and is is gaining maturity rather rapidly.

Ralph Hess:

Alright. So I think that addresses all the questions. Certainly, if there are more questions, please feel free to reach out to me. I'm happy to arrange a, an additional meeting myself, Russell can get on and, and explore further any of the questions that you might have. Well, I just wanted to really wrap up with this kind of statement is that with S4 Hana Cloud public edition we can meet you where you are today and prepare your organization to grow into that intelligent enterprise to meet your future. SAP is really promoting a new tagline, which, which I like. It's you'll never outgrow SAP as you get more information from us, you may start to hear that you'll never outgrow navigator. And we're gonna kinda leverage that as well. But I wanna thank everybody so much for taking the time to attend today. Hopefully you found this valuable, the fact that we're able to show you more of the software rather than just talk about it, hopefully kind of crystallized in your mind that this is, this is not the old fashioned SAP, this is a solution that's modern, it's responsive, and it can be used to meet your business needs today and well into the future. So Sean, that's a wrap for us here today.

Sean Barbera:

Fantastic. Again, thank you Ralph and Russell, thank you to all our attendees to the demo. I hope we met your expectations. And as Ralph mentioned, we will follow up with you to provide more detailed answers to your very specific questions. Ralph and Russell just scratched the surface of the abilities and capabilities of S4 Hana Cloud public edition. Have a fantastic week. We look forward to speaking with you all soon.