November 2013 | Welcome to Today’s Session
Customer Case Study:
How Kellogg’s Maximized Their
Excel-to-SAP Processes
Introductions
Laun Adams
Manager Financial Integrations,
Kellogg Company
Tim Curtin
Solutions Specialist,
Z Option, Inc.
Agenda – In this session
Z Option Information
Kellogg’s
GLSU
Questions & Answers
Wrap - Up
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
Free trial
Powerful, flexible, userfriendly solutions
Reduce support and
development costs
GLSU uses standard SAP
authorizations
Start posting documents in a few
hours with a free remote
installation service
Agenda – In this session
Z Option Information
Kellogg’s
GLSU
Questions & Answers
Wrap - Up
About Kellogg’s
With 2012 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
Individual transaction on a general
journal entry template
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
Z Option Information
Kellogg’s
GLSU
Questions & Answers
Wrap - Up
Current Challenges
Non-flexible upload tool
New implementations
Errors on large journal entries
Multiple currencies
Large external file uploads
Cross company postings
SAP upgrade
Multiple vendors
Mergers/acquisitions
Month-end closing process
Key Features of GLSU
Easy user interface
Pre-validation of data before
posting
Leverage existing Excel skills
Master data lookups
Post directly from the
spreadsheet
Post more than 1000 lines
Flexible layouts
Post multiple documents from
one worksheet
SAP document numbers
returned
Attach source workbook to
posted document in SAP
GLSU Common Uses
Attach source document
(entire workbook)
Multiple currency entries
Misc. vendors
Cross-company transactions
Payroll
COPA
Travel and expense process
Accrual entries
P-cards (ie. Phone bills, lease
payments)
Acquisition/Migration
(moving legacy information)
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.
Customer Success Stories
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
“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
“As accountants, we
know Microsoft Excel
very well – so the
more we can do in
spreadsheets, the
more productive we
can be.” – Accounting
Manager
“With GLSU, we
don’t have to
maintain the
software, and it
gives us better
flexibility with more
options.” – IT
Project Manager
GLSU
Increase Your Productivity
Reduce Your Costs
Empower Your Users
Maintain Your Security
Agenda – In this session
Z Option Information
Kellogg’s
GLSU
Questions & Answers
Wrap - Up
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
Z Option Information
Kellogg’s
GLSU
Questions & Answers
Wrap - Up
Wrap-Up
Thank you for joining us for today’s
session.
Please contact us if you have questions or
would like additional information.
Disclaimer
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.