Share Their Experiences Heritage Propane Amy ?· Share Their Experiences ... • Pre-validation of data…

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  • 2011 Wellesley Information Services. All rights reserved.

    Upload SAP Financial Data Easily with GLSU: Z Option Customers

    Share Their Experiences

    Tim Curtin Heritage Propane

    Amy Broadway Avocent

    Ken Meyer ConAgra Foods

    Sponsored Educational Session

    Moderated by

    Jim Halepaska and Trish Woods Z Option

  • 3

    In This Session ...

    Find out how Z Option customers leverage the GLSU (FI Spreadsheet Uploader) solution to streamline everyday accounting tasks.

    Learn how the use of GLSU can improve the efficiency of financial data entry functions, everything from importing cutover data to everyday FI postings to processing vendor invoices.

    Understand how GLSU complements standard SAP functionality by using Microsoft Excel to validate and post more than 1,000 lines, attach source documents, utilize pick lists, create flexible user-defined templates, etc.

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    What Well Cover

    Z Option Information

    Panel Participants Information

    Panel Discussion Q&A Session

    GLSU Information

    Wrap-Up

  • Audience Poll

    5

  • 6

    What Well Cover

    Z Option Information

    Panel Participants Information

    Panel Discussion Q&A Session

    GLSU Information

    Wrap-Up

  • 7

    Located in Lewisville, Texas

    (Near Dallas, TX U.S.)

    Formed in 1998 by accountants

    and programmers

    SAP software solutions partner

    World-class products and

    support for customers of all

    sizes and industries

  • 8

    Product Overview

  • 9

    GLSU (FI Spreadsheet Uploader for GL, AP, and AR)

    Easy user interface

    Leverage existing Excel skills

    Directly posts from the spreadsheet

    Flexible layouts

    Pre-validation of data before loading

    Post more than 1000 line-items

    Attach source documents

  • 10

    Partial List of Customers

  • 11

    What Well Cover

    Z Option Information

    Panel Participants Information

    Panel Discussion Q&A Session

    GLSU Information

    Wrap-Up

  • 12

    Customers Point of View Tim Curtin Heritage Propane

    Tim Curtin Project Manager

    Tim Curtin has been with Heritage Propane for the past 18 years,

    serving in many different roles. In addition to his current

    position, Tim has also served as a Budget Analyst, Regional

    Accounting Manager, and Manager of Operational Partnership

    Accounting.

    Heritage Propane is the 3rd largest retail propane company in the United States. Along with its sister company, Energy Transfer Company, Heritage spans both the natural gas industry and retail propane industry. The company was founded in 1989 and is traded publicly on the New York Stock Exchange under the symbol ETP.

    As Project Manager, Tim manages both the IT and functional needs of Heritage as it relates to SAP and overall business process improvement.

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    Customers Point of View Amy Broadway Avocent

    Amy Broadway Senior Accountant

    Amy Broadway has been with Avocent Corporation since 2007 in

    the General Ledger Accounting Group. As a Senior Accountant,

    Amy works primarily in general accounting with a focus in

    intercompany transactions and report painter.

    Avocent is a US company offering IT solutions that provide a

    single interface to manage IT infrastructure.

    Avocent was acquired by Emerson, a Manufacturing &

    Technology company, in late 2009 and now offers a more robust

    portfolio of data center infrastructure management solutions.

  • 14

    Customers Point of View Ken Meyer ConAgra Foods

    Ken Meyer Manager Finance

    Ken Meyer has held both IT and business positions in his 19+

    years with ConAgra Foods. Ken currently holds a position with

    the Corporate Finance Groups Business Services Center where

    he manages a Systems Support team.

    ConAgra Foods, Inc (NYSE: CAG) is one of North Americas

    leading food companies with brands in 97 percent of Americas

    households.

    ConAgra Foods also holds the distinction of being the first SAP

    customer in the Americas to achieve SAPs Customer Center of

    Expertise Advanced Certification.

  • 15

    What Well Cover

    Z Option Information

    Panel Participants Information

    Panel Discussion Q&A Session

    GLSU Information

    Wrap-Up

  • 16

    Customers - SAP Environment & Process Before GLSU

    Customer: Heritage Propane Tim Curtin

    First implemented SAP R/3: 2004

    Current SAP version: SAP ECC 6.0

    SAP Modules: FI/ CO/ SD/ MM/ PM

    GLSU Customer since: 2007

    Process Before GLSU: Manual process of journal entry

    via transaction FB50, error discover upon posting.

  • 17

    Customers - SAP Environment & Process Before GLSU

    Customer: Avocent Amy Broadway

    First implemented SAP R/3: 2004

    Current SAP version: SAP ECC 6.0

    SAP Modules: SD/ FI/ CO/ PR/ PO/ IC/ WM

    GLSU Customer since: 2006

    Process Before GLSU: Avocent manually input each

    journal entry individually.

  • 18

    Customers - SAP Environment & Process Before GLSU

    Customer: ConAgra Foods Ken Meyer

    First implemented SAP R/3: 2004

    Current SAP version: SAP ECC 6.0

    SAP Modules: FI/ CO/ TR/ SD/ MM/ BW/ PS/ BPC & More

    GLSU Customer since: 2007

    Process Before GLSU: When ConAgra implemented

    SAP, they realized that due to the volume of manual

    entries each period, it was necessary that they have a

    solution for uploading these entries.

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    Customer Point of View - Typical Uses of GLSU

    Customer: Heritage Propane Tim Curtin

    Users post all general ledger entries through GLSU.

    Quote: We require that users attach any supporting

    documentation to that template and store it within the ERP

    system. Tim Curtin

    Customer: Avocent Amy Broadway

    Journal uploads/ mass data uploads

    Quote: With GLSU, there are so many checks and balances so

    you dont waste time Amy Broadway

    Customer: ConAgra Foods Ken Meyer

    The finance team routinely uploads GLSU journal entries.

    Quote: Its sort of the best of both worlds. We get the

    functionality of SAP software and the user-friendliness of the

    Microsoft Excel front-end. Ken Meyer

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    Customer Point of View Favorite Benefits of GLSU

    Customer: Heritage Propane Tim Curtin End-user satisfaction

    Consistent journal entries

    Attached documentation

    Pre-validation of journal entries

    Customer: Avocent Amy Broadway

    Mass data uploads

    Pre-validation of data

    Customer support

    Attached source workbook feature

    Customer: ConAgra Foods Ken Meyer

    Excel-based front end

    Easy to modify templates to meet ad-hoc business needs

    SAP file upload/document attachment feature

  • 21

    What Well Cover

    Z Option Information

    Panel Participants Information

    Panel Discussion Q&A Session

    GLSU Information

    Wrap-Up

  • 22

    Top 10 Customer Favorites About GLSU

    1. Easy end-user

    interface

    2. Post directly from

    the spreadsheet

    3. Flexible layouts

    4. SAP Document

    Numbers returned

    5. Attach source

    workbook to posted

    document in SAP

    6. Pre-validation of data

    before posting

    7. Master Data lookups

    8. Post more than

    1,000 lines

    9. Post multiple

    documents from

    one worksheet

    10. Free Trial Period

  • Customer Comments Regarding GLSU

    With GLSU, we save time and money. FI Project Manager

    Well have been using GLSU for two years and I cannot tell you what

    a positive impact it has had on our finance users. Director

    Since implementing GLSU, weve managed to achieve our goal of a

    14-day monthly closing, down from 8 weeks. ICT Officer, FI Unit

    There is simply no limit to how you can use GLSU if youre familiar

    with Excel. SAP Business Analyst

    We use GLSU to improve overall productivity. Senior Accountant

    SAP is dynamic, my clients businesses are dynamic, and they need

    dynamic tools like GLSU. Independent SAP Consultant

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    What Well Cover

    Z Option Information

    Panel Participants Information

    Panel Discussion Q&A Session

    GLSU Information

    Wrap-Up

  • 25

    Resources

    Microsoft Excel Functions

    http://office.microsoft.com/en-us/excel/HP052042111033.aspx

    Z Option Online Presentations & Customer Success Stories

    http://www.zoption.com/myfilesform.aspx Download Presentations & Success Stories From Our Customers Including:

    Kellogg

    Powell Electronics

    Rail America

    SNV

    Catalyst Paper

    Visit our website for more!

    ECOHUB Partner Page

    https://ecohub.sdn.sap.com/

  • 26

    7 Key Points to Take Home

    1) Use Excel and Z Options GLSU to automate manual accounting

    processes.

    2) Work with 3rd party to provide data in an easy-to-use format.

    3) Streamline FI document posting process. Does your process take

    hours or minutes?

    4) Make Excel work for you by using standard functionality.

    5) Increase accuracy, reduce time and effort, shorten month-end close

    cycle.

    6) Use Excel automation to improve other accounting processes.

    7) Use GLSU to enhance your SAP experience (post more than 1000

    lines, post multiple documents from one worksheet, attach source

    documents in SAP).

  • 27

    Looking For More Information Heres Your Next Step!

    Visit the Z Option Booth

    Financials 2011 Premier Sponsor

    Booth #635

    Schedule a No-Obligation

    WebEx Demo

    Set Up Your Free 30-day Trial

    Contact Z Option

    www.zoption.com

    877-653-7215 (US & Canada)

    972-315-8800 (Outside US)

  • GLSU - Travel & Expense Form

    Additional Resources GLSU Templates

  • GLSU - Journal Entry Form

    Additional Resources GLSU Templates (cont.)

  • *Dropped Header feature may be used on most header fields of supported transactions

    GLSU - Multiple Misc. Vendor Invoices*

    Additional Resources GLSU Templates (cont.)

  • Simple GL Entry

    Additional Resources GLSU Templates (cont.)

  • Disclaimer

    SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, Duet, PartnerEdge, and other SAP products and services mentioned herein as

    well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All

    other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor

    controlled by SAP.

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