SAP Interactive Forms with Guided Procedures at Securit

Customer Master Data Creation & Maintenance Using SAP Adobe Interactive Forms

Dan Snider Securit

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Sreedhar Patibandla SITA CORP

What Well Cover

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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Securit Competitive Strengths

Customers

Currently serving over 150,000 customers Globally

High satisfaction levels:
93% of 2006 survey respondents said definitely recommend Shred-it 90% of 2006 survey respondents said superior value and satisfaction
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Securit Competitive Strengths

People

Dynamic, customer focused staff Entrepreneurial culture Top 50 Managed Private Companies in Canada
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Securit Competitive Strengths

Processes

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:

New services New markets One global business Regional tailoring

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Securit Future Expand Global Market

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 Challenge Customer Creation

Globally Distributed Data Creation Major Accounts Duplicate Data

Destruction Services Data in SAP and Legacy Systems

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Records Management Variable Data

Implementation Partner : SITACORP

SITACORP was our choice of implementation partner
Experience in SAP Interactive forms Experience in CRM Demonstrated capability in Netweaver Platform Good understanding of Business process optimization and composite applications Resource pool with deep SAP and business experience

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What Well Cover

Company Information The Challenge The Solution Demonstration Solution Achievement Kicking the paper habit Wrap-up
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The Solution
Consolidate Customers in SAP CRM
Eliminate data in disparate systems

Integrate SAP CRM with Trillium Software System

Cleanse and Standardize addresses and customers

Integrate CRM with Adobe Interactive Forms

Drive Data Integrity Familiar paper like layout and simplicity As a faade to back end applications

Automate workflow
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Implementation Considerations
Central control is essential
Approvals, Review and correction required Capturing data at source minimizes errors

Diverse User Base

Not all users are technology savvy Master data comes from many parts of the organization

Enriching Data Collection

Utilizing one form for collection of customer data for both SAP CRM and SAP ERP

General and Sales Area data in SAP CRM

Company Code data in SAP ECC

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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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Systems & Process Design

ADOBE
Interactive Form

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SAP Interactive Form by Adobe

A PDF Document ... View with Adobe Reader Paper-like layout Work offline ... with form fields

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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Key Features leveraged at Securit

Form features Pre Filled form Values Update SAP CRM and ECC backend systems from the SAP Interactive Form Guided procedure-based workflow process provide more flexibility and can adapt to business changes more rapidly Portal integration provide self-service status tracking and task list
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Customer Creation Interactive Form

Customer type Selection determines form flow

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Customer Creation Major Accounts

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Customer Creation Form Branch Accounts

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Customer Creation Form (Contd)

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Customer Creation Form (Contd)

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Address Validation & Cleansing

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What TRILLIUM SOFTWARE does

Consolidated customer views for similar, but inexact customer records.

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Address Validation Data Cleansing

Original Record 1
Name: Address: City: State: Zip: Country: Peggy Smith 345 6th Ave NY NY 01012

Original Record 2
Name: Address: City State: Zip: Country:

Margaret Smith 345 Avenue of the Americas Manhattan NY 1012 USA

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

Clean Data Flows into SAP CRM

CRM CRM

FINANCE DATA

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The Dash Board

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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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What Well Cover

Company Information The Challenge The Solution Demonstration Solution Achievements Kicking the paper habit Wrap-up
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What Well Cover

Company Information The Challenge The Solution Demonstration Solution Achievements Kicking the paper habit Wrap-up
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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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Solution Achievements (cont.)

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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What Well Cover

Company Information The Challenge The Solution Demonstration Solution Achievement Kicking the paper habit Wrap-up
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Use Cases for SAP Interactive Forms

Master Data
Vendor / Supplier Registration Distributed Customer and Material Master Creation

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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Use Cases for SAP Interactive Forms

Channel Management
Lead / Opportunity management Channel Order Management Special Pricing / Quoting Requests

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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