Professional Documents
Culture Documents
Customer Master Data Creation & Maintenance Using SAP Adobe Interactive Forms
Company Information The Challenge The Solution Solution Achievement Kicking the paper habit Wrap-up
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Securit
Worlds leading document destruction company Business model focused on rapid growth and expansion 150,000 customers | 140 branches | 15 countries 1,200 vehicles2,600 staff Highly integrated, including shredder, truck and console technology, and manufacturing
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Dynamic, customer focused staff Entrepreneurial culture Top 50 Managed Private Companies in Canada
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Exemplary custody and security record Strong focus on integrity in service processes Leading technology
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Securit
The Future
Aggressive re-architecting of global information systems around SAP Future vision includes:
What Well Cover Company Information The Challenge The Solution Demonstration Solution Achievement Kicking the paper habit Wrap-up
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The Challenge Customer Creation at SECURIT Records Management -operations in Canada, US and Europe Off-site document storage with rapid retrieval access and enhanced online records management Three major customer groups, Major Accounts, Destruction Services Account and Record Management Accounts
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The Solution
Consolidate Customers in SAP CRM
Eliminate data in disparate systems
Automate workflow
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Implementation Considerations
Central control is essential
Approvals, Review and correction required Capturing data at source minimizes errors
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Process Design
SAP Interactive Form captures data at branches locations Address and Duplicate customer checks performed during data capture Form is then saved and sent to a Central Master data group Data is reviewed and then updated to SAP CRM Customer created in SAP CRM and SAP ECC Further update of Company Code information to SAP ECC
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ADOBE
Interactive Form
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CRM ERP
Background Services Pre-filled values Pre-filled list boxes, help values, Automatic data extraction & integration
Other DB
User Handling Save locally Distribute via email or Digital Portal Signatures Digital signature Print locally
Paper to Digital
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Original Record 2
Name: Address: City State: Zip: Country:
Standardized Record 1
Root First Name: Margaret Last Name: Smith Address: 345 Ave of the Americas City: New York State: NY Post Code: 10012 Country: USA 26
Standardized Record 2
Root First Name: Margaret Last Name: Smith Address: 345 Ave of the Americas City: New York State: NY Post Code: 10012 Country: USA
FINANCE DATA
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ECC Updated
ERP ERP
ADOBE
Interactive Form
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Implementation Challenges
Integration with multiple systems SAP CRM & R3 Integration of MS outlook Form Design to handle multiple records from the duplicate check. Interfaces between SAP interactive Form and Trillium
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Solution Achievements
User-Friendly Form
Single Form Selection Driven Form Flow
Data Integrity
On-Screen Validations Address Standardization Duplicate Record Checks
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Database Clean Up
Eliminate Duplicate Customer Records
System Integration
Seamless user experience for CRM and ECC data
User Satisfaction
Form Based Workflow provides notifications to users Progress notifications to users via email
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Business Vision
Existing
Customers in different systems 26000 customers Inconsistent data records Redundant customers User training for multiple systems
Future
Unified records in CRM 236,000 customers Global Customer Data Creation 10 /hour Standardized & cleansed addresses No duplicate customers Intuitive Form Interface
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Purchasing- Operations/Procurement
Purchase Requisition and Approval Invoice Verification Contract management Requisition
Supply Chain
Request for quote/proposal Material composition declaration
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Human Resources
Appraisal Processes W2 and other Tax Forms Benefits Selection
IT / Corporate Services
Trouble tickets Backend system access
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Contact Information
SECURIT dan.snider@securit.com +1 (905) 829-2794 SITACORP info@sitacorp.com Sreedhar Patibandla Sreedhar.patibandla@sitacorp.com
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www.sap.com/us/sapphire