Introduction to Floe.

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Presentation transcript:

Introduction to Floe

Agenda Introduction What Floe can do How it works Summary Pricing

Introduction Here’s a short video to introduce Floe

Business Drivers Email has replaced PDF as the document of record Your correspondence shapes user and customer experience Every correspondence should be tailored not just personalised The use of business email is rising: Email has replaced fax and print almost entirely. For many business processes the email is now the document of record rather than an attached PDF. For most business communities email is the only communication medium. So email design should be an essential part of an organisation’s communication strategy. Automated SAP emails help to shape user and customer experience. In a world of spam and unnecessary notifications, it is important to maximise the impact of emails. Different email content has different relevance to different recipients, so in order to stand out emails should be tailored for each recipient.

The SAP Email Problem Email PDF attachment While many areas of SAP have advanced dramatically email has been left out and we realised it fell short of today’s business needs.   The fact is, HTML email in SAP pretty hard to develop. Moreover SAP standard document output exploits PDF attachments which can be caught up in the corporate firewall. Indeed, speaking as an Adobe partner of many years standing, we can tell you that Adobe’s firewall doesn't let PDFs through. Of course PDF is a superb technology but for many use cases HTML only is a must. Equally, in reality unless you have SAP CRM there is no recipient management in SAP. Finally, in those scenarios where SAP does send out an e-mail – for document output or workflow, the resulting e-mails have little or no process data within the content, and often look pretty dismal too. PDF attachment

The Solution: Floe Email Framework Email Generation HTML template management Dynamic logic for data selection and manipulation Supports mass communication Email Generation Constructs email body based on SAP data and HTML template Supports nested content Supports embedded or linked images Powerful Integration Simple API to support any scenario Integrated with SAP authorisations Integrated with SAP Connect Our Solution is Floe. Technically it is an ABAP Add-on, the installs on top of your SAP solution. You can then set-up and use Floe through the normal SAP menus and IMG. Floe provides a module for email management. This includes, defining email types, storing the HTML templates, managing all the business logic for data determination, manipulation, attachments, images, recipients etc. – all the components we need to build an email. And we include the capability to store recipient lists for the purpose of mass communication. At run-time, Floe is an email generator. This can be entirely data-driven, so we can dynamically select and manipulate the email template, based on the data from SAP. We can support very simple emails, or really complex ones, where for example, content is dynamically tailored for the particular recipient, or we have multiple levels of nested content. Of course we include images, in two different ways, and add in attachments, and create a log so that we can report on exactly what was sent. Floe provides powerful integration with the SAP data. And actually, because we deliver it as an API, you can trigger it from non-SAP systems too, passing in whatever data you like. Floe is integrated to SAP authorisations, so you can control who can do what. And all the outbound messages flow out of the normal SAP Connect interface, so your Basis team can manage them using the standard tools.

Agenda Introduction What Floe can do How it works Summary Pricing

What Floe can do Here’s a short video showing the kind of content we can add to emails with Floe

Transform every SAP Workflow notification Floe Use Cases Process Notifications Transform every SAP Workflow notification One major use case is process notifications. These can be triggered in various different ways, notably from SAP Workflow. So instead of plain workflow notifications with no data, you can create impressive notifications with all the information from the workflow container inside the email.

Deliver a new approach for SAP output Floe Use Cases Process Notifications Document Output Deliver a new approach for SAP output Floe gives you a new approach for SAP document output. With Floe you can replace the plain email and the PDF attachment with a new graphical email. Floe supports dynamic content; so logos can change or information can be included or excluded based on SAP business logic. So you can replace SAPScripts, Smartforms and Adobe forms with Floe.

Build tailored emails for all your communities Floe Use Cases Process Notifications Document Output Mass Correspondence You can also send mass correspondence to different business communities – like partners, contractors or customers. The emails you send can be tailored to each recipient based on data inside SAP. Build tailored emails for all your communities

Bonus: Pre-formatted reports Floe Use Cases Process Notifications Document Output Mass Correspondence An additional capability of Floe is the generation of formatted reports that can be consumed using multiple UIs. Because HTML is a universally-understood language, by creating a Floe output using a simple HTML table, we can create a downloadable report that can be consumed using many different applications and devices. It’s really great to be able to download information from SAP into, say, Excel or Word, without having to spend a long time re-formatting the raw data. Multi-UI Reporting Bonus: Pre-formatted reports

Agenda Introduction What Floe can do How it works Summary Pricing

The Floe API Workflow Document Output Mass Correspondence Floe API Floe is delivered as an API, and can be triggered from anywhere. If we consider our use cases, the API is triggered either from a SAP workflow step, or a print program, or from the mass correspondence tool that is included as part of Floe. In all cases, the Floe API constructs the email and passes it to the SAP Business Communication Service, which in turn routes it to an outbound SMTP Server. SAP BCS SMTP

The Floe API User-Exits Determine recipients & language Determine HTML template Determine data Construct email body The Floe API collects data, template and other information and constructs the email. In some cases, we pass in all the data we want to the API. In some cases we pass in an SAP document number, and then Floe will collect the data it needs. When we add this kind of business logic, we use the Floe user-exits. This enables us to add our dynamic logic in simple ABAP code blocks. This means that we have the capability to programmatically over-ride SAP data and the templates, in order to dynamically create tailored emails at run-time. Determine attachments Determine images

Email Builder Edit content easily Drag in content blocks The Floe Email Builder is a business user tool for creating and changing SAP emails. It’s really easy to use and it enables business users to take control of SAP output for the first time. You can connect the app to your SAP development system, or to your SAP production system, so that changes can be made quickly without involving IT.

Agenda Introduction What Floe can do How it works Summary Pricing

Benefits Small e-mail size Standard SAP skills Fast performance Business users can manage content Any SAP e-mail Engaging user experience Here are some of the benefits of Floe. I wont go through them all, but I think it’s worth highlighting some of the differences between using the email body for document output instead of using a PDF attachment. Firstly the email size is smaller – a lot smaller. That means that there are benefits down the whole chain – your SAP system, your email server, the recipient’s email server, and the recipient’s email client. One large customer reckoned that they could make a business case for floe based on the database savings alone. And of course it’s faster – faster to send, faster to receive, faster to open. And so we’re improving the experience of dealing with us – and that’s part of a digital transformation strategy. No attachments necessary Low cost Reduced data storage requirement

Exceptional SAP Emails Summary Exceptional SAP Emails An experience your customers and employees deserve Every User Touchpoint Extend your SAP UX strategy beyond SAP Fiori Empowered Business Users Manage email content as master data Try before you buy Available on a 60-day trial licence Floe enables you to deliver top-quality email communication - the kind of communication that we all expect these days. It provides a new approach for SAP output. Floe helps you extend your SAP UX strategy to more user touchpoints – both inside and outside the enterprise. It’s a quick win Digital Transformation product. Email content can be managed using an easy app by Business Users – directly in the production system if you want, so there’s no waiting for IT and transports when an output changes. Floe is for every SAP customer, and available on a free trial licence from floe.com

Agenda Introduction What Floe can do How it works Summary Pricing

£ $ € 60-day trial free Single installation 849 / month 1,249 / month Pricing £ $ € 60-day trial free Single installation 849 / month 1,249 / month 995 / month Enterprise 4,149 / month 6,195 / month 4,950 / month

Questions & Answers

Thank you