How Other Customers Are Standardizing And Improving ... · PacifiCorp implemented SAP, he...

How Other Customers Are Standardizing And Improving Financial Uploading Processes With GLSU (Excel® To SAP)

Z Option Customers Share Their Experiences

Financials 2015Booth #625

Spreadsheet Integration Made Easy

Kendel BennettBridgestone Americas

Mark PagePacifiCorp

Brad SuttonSCI Logistics Ltd.

Introduction – Panel Members


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

• Learn how 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 and more.

In This Session


Audience Poll


Agenda – What We’ll Cover

Wrap-Up

Q&A Panel Discussion

Z Option and GLSU

Panel Presentation


Located in Lewisville, Texas

Formed in 1998 by accountants and programmers

SAP® Software Solution Partner

Customers of all sizes and industries worldwide

About Z Option

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 Free trial

Powerful, flexible

user-friendly solutions

Reduce support and

development costs

Use standard SAP authorizationsStart posting documents in a few

hours with free remote installation


Current Challenges

Errors on large journal entries

Non-Flexible Upload Tool

Large External File Uploads

SAP Upgrade

Mergers/Acquisitions

New Implementations

Multiple Currencies

Cross-Company Postings

Multiple Vendors

Month-End Closing Process


Key Features of GLSU

Leverage existing Excel Skills

Easy User Interface

Post Directly from the Spreadsheet

Flexible Layouts

SAP Document Numbers Returned

Attach Source Workbook to

Posted Document

Pre-Validation of Data

before Posting

Master Data Lookups

Post More than 1000 Lines

Post Multiple Documents from

one Worksheet


GLSU Common Uses

Misc. Vendors

Attach Source Document

(entire workbook)

Payroll

Travel and Expense process

P-cards

(i.e., phone bills, lease payments

Multiple Currency Entries

Cross-Company Transactions

CO-PA

Accrual Entries

Acquisition/Migration

(moving legacy information)



Panel Introductions

Wrap-Up


Z Option and GLSU


Panel Participants

Mark PagePacifiCorp

Brad SuttonSCI Logistics Ltd.

Kendel BennettBridgestone Americas


Kendel Bennett – Bridgestone AmericaManager, Finance Projects

Kendel Bennett has more than 20 years of experience using and implementing SAP. His experience includes implementing FICO, BI/BW and integrating FICO with SD and MM. He is currently Manager, Finance Projects and has worked in Financial Planning & Analysis, Treasury, Manufacturing and Marketing.

Kendel has led two separate General Ledger implementations in 2008 and 2010, incorporating GLSU into the latter implementation. The project’s success was increased due to GLSU’s ease of use and great support from Z Option. Recently he has replaced Bridgestone’s legacy consolidation system with BPC and developed a custom allocation methodology in BW to push financial posting through operating profit to customer/material level.

Panel Participants


Mark Page - PacifiCorpSAP Senior Functional Support Analyst

Mark Page has been with PacifiCorp for 33 years. With a background in accounting, he worked in several accounting and budgeting areas. After PacifiCorp implemented SAP, he transitioned from accounting to SAP support, initially working with master data and closing processes, then moving on to functional support.

Mark now works as a SAP Senior Functional Support Analyst, supporting A/P, A/R, Treasury, Travel Management, GLSU and finance system interfaces to and from SAP.

Panel Participants


Brad Sutton – SCI Logistics Ltd.Accounting Manager, Financial Systems/

Projects & Continuous Improvement

Brad Sutton, CPA, CGA has over 17 years of Financial Systems experience working with both MS Dynamics NAV & GP including implementation. The last six years he has worked almost exclusively with SAP including the migrations from both MS Dynamics NAV and Simply Accounting.

Brad earned his Lean Six Sigma Green Belt in 2012. In his role, he focuses on helping the Finance and other teams look for ways to improve their processes. He often uses Excel along with GLSU to simplify various detailed schedules and import them directly into SAP. SCI Logistics has been a long-term customer of Z Option products, including GLSU since 2006 and Budget Loader since 2013.

Panel Participants




Wrap-Up


Z Option and GLSU


First implemented SAP R/3: 1998: Manufacturing GL, Procurement Cycle, Product Costing; 2008 and 2010: Broader rollout of GL; 2012: SD (Order to Cash cycles)

Current SAP version: ECC 6.0

SAP Modules: GL, AP, AR, AA, CCA, CO (Internal Orders), PC, CO-PA, PCA, HR, SD, MM, PM, GRC, BI, BW

GLSU Customer since: 2009

Process Before GLSU: Manual entries in standard SAP screens, limited LSMW

Bridgestone Americas – SAP Environment


First implemented SAP R/3: 1999

Current SAP version: ECC 6.0 EHP6

SAP Modules: FI/CO, EC, MM, IM, PM, PS, HR, BI


Process Before GLSU: In-house custom designed upload program

PacifiCorp – SAP Environment


First implemented SAP R/3: 1999

Current SAP version: ECC 6.0

SAP Modules: FI/CO, BI, SD, MM, WM, HR, SPM


Process Before GLSU: Direct SAP entry

SCI Logistics Ltd. – SAP Environment


Customer: Kendel Bennett – Bridgestone Americas

Quote: “Z Option’s GLSU played a significant role in testing. We were able to post a month’s worth of summarized financial results for 19 SBUs into a test system to validate account balance migrations, custom reports and GLSU’s ability to post to CO-PA. This greatly increased users’ confidence in migrating to a new accounting system.”

Favorite Benefits:

Simplifies training compared to standard SAP journal entry screens

Allows accrual calculations and journal posting in same workbook

Ability to upload backup detail to ECC

Customer Success – Typical Uses and Favorite Benefits of GLSU


Customer: Mark Page - PacifiCorp

Quote: “GLSU is so easy to use that all of our employees that park journal entries use GLSU instead of SAP entry screens. It’s easily customizable. In addition, GLSU is used for accruals, large accounts payable entries, and to post GL entries from non-SAP subsidiaries.”

Favorite Benefits:

Quick validation of data

Dropped Header functionality

Document number returned to the spreadsheet with drill-down capability



Customer: Brad Sutton – SCI Logistics Ltd.

Quote: “Z Option’s GLSU is easily customizable for a variety of situations. It’s much easier to use than standard SAP. GLSU spreadsheet models can be deployed to various locations for completion.”

Favorite Benefits:

Allows for complex vendor invoicing to be summarized, allocated and posted quickly

Easy to learn

Easy to implement



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 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



Wrap-Up

Panel Introductions


Z Option and GLSU


GLSU Wrap-Up

Empower Users

Increase Productivity

Maintain Security

Reduce Costs


Customer Comments “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

Review customer success stories and published articles

at www.zoption.com.


Questions and Next Steps

Visit Z Option - Premier Sponsor

Booth #625

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)


Next Steps

Don’t miss our Educational Session!

Today at 1:00pm

Integrating Microsoft Excel®

And SAP Financials

What’s New in the Z Option

Product Line


Wrap Up

Thank you for attending

today’s session.

Please drop by Booth #625

if you have questions or

would like additional information.

If you are interested in sharing your Z Option story,

we are always looking for speakers at local and

National events.


Disclaimer

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP SE.

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