ASUG Minnesota Chapter Meeting

Customer Case Study: How Kellogg’s Maximized Their Excel-to-SAP Processes

Americas’ SAP Users’ Group

Introductions

Laun Adams

Manager - Financial

Integrations,

Kellogg Company

Tim Curtin

Solutions Specialist,

Z Option, Inc.

Agenda – In this session

Wrap-Up

Questions & Answers

GLSU

Z Option Information

Kellogg’s

About Z Option

Located in Lewisville, Texas(Near Dallas, TX – U.S.)

Formed in 1998 by accountants and programmers

SAP software solution partner

Customers of all sizes and industries, worldwide

Z Option has hundreds of customers with

thousands of users worldwide. For a

more complete list of our customers, visit

www.zoption.com.

Software Tools

Start posting documents in afew hours with a free remote

installation service

GLSU uses standard SAP authorizations

Reduce support and development costs

Powerful, flexible, user-friendly solutions

Agenda – In this session

Wrap-Up

Questions & Answers

GLSU

Z Option Information

Kellogg’s

About Kellogg’s

With 2013 sales of $14 billion, Kellogg Company is the

world’s leading producer of cereal and convenience

foods, including crackers, chips, toaster pastries, cereal

bars, frozen waffles, and meat alternatives.

For more than 100 years, innovation and commitment to

being the best in the categories in which we compete

has guided Kellogg. From being the first company to

offer premiums in our cereal boxes to being the first to

fortify our cereals, Kellogg has historically been a leader

in industry, innovation and marketing.

™

About Laun Adams

With a background in SAP general ledger processes

and financial statement preparation, Laun leads many

continuous improvement projects for the Kellogg

North American Financial Service Center.

As the Manager of Financial Integrations, he is

responsible for aligning the SAP general ledger

processes for all change initiatives, including leading

the GL cutover work for the recent Pringles

acquisition.

™

Kellogg’s – SAP Environment

First implemented SAP R/3: 1995

Current SAP version: 6.0 New GL

SAP Modules: FI/ CO/ SD/ MM/ PS and many more

GLSU Customer since: 2003

Process Before GLSU: In-house designed program

Kellogg’s - Typical Uses of GLSU

Accruals

Foreign currency transactions

Payroll uploads

Data uploads

CO-PA adjustments (B records)

Ad-hoc entries

Kellogg’s – Favorite Benefits of GLSU

Easily customized for a variety of situations

Quick validation of large amounts of data

Much easier to use than standard SAP

Easy to learn/easy to implement

Dropped header functionality

Case Study – Kellogg’s

Issue: Moving data from one system

to another – each transaction in old

system must continue to be a single

transaction in new system.

Result: Individual line items booked

in SAP using standard Excel tips and

tricks quickly and efficiently.

Case Study – Kellogg’s

Line item data in one

SAP system

needing to be booked in another

Case Study – Kellogg’s

Data copied into spreadsheet and reformatted for

new system

Case Study – Kellogg’s

Data copied into standard entry area

Case Study – Kellogg’s

Data sorted, individual docs posted, and support attached

Agenda – In this session

Wrap-Up

Questions & Answers

GLSU

Z Option Information

Kellogg’s

Current Challenges

Non-flexible upload tool

Errors on large journal entries

New implementations

Multiple currencies

Cross company postingsLarge external file uploads

SAP upgrade

Mergers/acquisitions

Multiple vendors

Month-end closing process

Key Features of GLSU

Easy user interface

Leverage existing Excel skills

Pre-validation of data before posting

Master data lookups

Post more than 1000 linesPost directly from the

spreadsheet

Flexible layouts

SAP document numbers returned

Attach source workbook to posted document in SAP

Post multiple documents from one worksheet

GLSU Common Uses

Attach source document (entire workbook)

Misc. vendors

Multiple currency entries

Cross-company transactions

COPAPayroll

Travel and expense process

P-cards (i.e. phone bills, lease payments)

Accrual entries

Acquisition/Migration (moving legacy information)

“We’ll 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, we’ve managed to achieve our goal of a

[much shorter] closing, down from 8 weeks.” – ICT Officer, FI Unit

“There is simply no limit to how you can use GLSU if you’re 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

Customer Comments

Review customer success stories and published articles at www.zoption.com.

Customer Success Stories

“With GLSU, we save time

and money.” –FI Project Manager

“[GLSU] is the best of both worlds. We get the functionality of

SAP software and the user-friendliness of the Microsoft Excel

front-end.” –Manager of Finance

“With GLSU, we don’t have to maintain the

software, and it gives us better

flexibility with more options.” – IT

Project Manager

“As accountants, we know Microsoft Excel

very well – so the more we can do in spreadsheets, the

more productive we can be.” – Accounting

Manager

GLSU has increased our data integrity on

all levels, from finance to marketing. Users have commented on the quality, volume,

and accuracy of data.” – General Accountant

GLSU

Maintain Your Security

Reduce Your Costs

Empower Your Users

Increase Your Productivity

Agenda – In this session

Wrap-Up

Questions & Answers

Z Option Information

Kellogg’s

GLSU

Questions & Next Steps

Contact Information:

www.zoption.com

972-315-8800

Tim Curtin – Z Option

Tim.Curtin@zoption.com

Laun Adams – Kellogg’s

Laun.Adams@kellogg.com

Agenda – In this session

Wrap-Up

Z Option Information

Kellogg’s

GLSU

Questions & Answers

Wrap-Up

Thank you for joining us for

today’s session.

Please contact us if you have

questions or would like

additional information.

Thank You!

SAP, R/3, mySAP, mySAP.com, 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. Z Option is neither owned nor controlled

by SAP.

Disclaimer