SAP Fiori Workflows – Case Study
Optimizing Financial Workflows with SAP Fiori
Carlisle Construction Materials (CCM), a leading company in the construction materials industry, undertook two strategic projects to modernize their financial workflows. By replacing aging processes with integrated, efficient solutions, they aimed to seamlessly interact with their SAP systems while introducing workflow tracking, monitoring, auditing, and analytics capabilities into their capital expenditure (CAPEX) and rebate settlement approval processes.
- SAP ERP
- SAP Netweaver
- SAP Integration
- Excel Integration
- SAP Fiori
- IQX Fiori Appbuilder
- 3 ABAP/Fiori Developers, 1 PM, 1 Web Developer
- 12 Months Ongoing enhancements
The Problem and Solution:
Project 1: CAPEX Modernization
Problem: Carlisle Construction Materials faced challenges with their aging CAPEX workflow process, which lacked integration with SAP and needed improved workflow tracking and CAPEX analytics.
Solution: The company initiated a project that involved the development of Fiori applications with integrated workflows and notifications. This allowed their Finance Controllers to perform calculations in Excel and import them into the CAPEX approval workflow. The workflow was designed to dynamically adjust based on criteria such as expenditure amount. Furthermore, internal orders were generated directly in SAP, and dashboards were implemented for comprehensive workflow tracking, management, and analytics.
The Problem and Solution:
Project 2: Rebate Settlement Modernization
Problem: The existing rebate settlement approval process at Carlisle Construction Materials was outdated and lacked workflow tracking, monitoring, auditing capabilities, and SAP integration.
Solution: The company embarked on a second project, creating Fiori applications with integrated workflows and notifications. This transformation empowered Rebate Administrators to handle workflow programs and settlements seamlessly within Fiori, eliminating the need for SAPGUI. Approval workflows were established at both program and settlement levels, allowing users to update billing documents, access sales and credit information, attach necessary documents, and create settlements. A dedicated dashboard was introduced for streamlined workflow tracking and management.
By successfully implementing these two projects, Carlisle Construction Materials achieved several key outcomes:
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