ENTERPRISE · SAP / D365 · AUTOMATION STRATEGY

SAP/D365 QuickScan Assessment

Sapnity delivered a 2-week, high-intensity automation discovery across SAP ECC, SAP S/4HANA and D365 modules — identifying 7 immediate workflows ready for automation and building a 12-month roadmap with quantified ROI.

Platforms: SAP ECC, S/4, D365 Finance & Supply Chain, Power Platform, Azure Integration Services · Region: Global · Complexity: Very High

QuickScan Assessment SAP + D365 Automation ROI Roadmap Process Mining Lite

10-Day Sprint

One-Workflow Automation Sprint

Convert any SAP manual workflow into a working Power App/Flow in ~10 days.

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2-Week Program

SAP/D365 QuickScan

Identify 5–10 high-ROI workflows with cost/effort estimates.

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3-Week Pack

Power Platform Starter Pack

Establish a scalable automation foundation for SAP & D365.

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1. Business Problem — Automation Potential Hidden Inside SAP & D365

The client operated SAP ECC for manufacturing and D365 for distribution. Workflows were heavily manual:

Approvals flowing via email with attachments.
Material master changes done through spreadsheets.
SAP extracts manually used to prepare monthly reports.
Warehouse teams using WhatsApp for goods movement updates.

Before QuickScan:

No central inventory of workflows that could be automated.
Decision-makers had partial visibility of operational bottlenecks.
Tech teams lacked a structured automation roadmap.

2. Sapnity’s Mandate

Identify the top 5–10 automation-ready processes across SAP & D365.
Quantify ROI — effort saved, cycle-time reduction, compliance impact.
Create a 12-month roadmap with low/medium/high complexity buckets.
Define the future-state architecture using Power Platform + SAP/D365 connectors.

3. Before — Manual, Slow, Fragmented

SAP and D365 processes involved multiple actors and legacy tools:

Finance teams exporting ECC data into Excel for reconciliations.
Production approvals routed via paper + email.
Stock transfers communicated through phone calls.
Month-end required 100+ hours of repetitive work across teams.

Pre-assessment baseline:

Avg. cycle time for simple approvals: 2–3 days
Manual data prep effort per month: 120+ hours
No central governance for workflow changes

4. After — Sapnity QuickScan Framework

The QuickScan produced a clear automation blueprint with categorized opportunities.

SAP/D365 AUTOMATION DISCOVERY FLOW

Process Intake Workshops

Capture pains from Finance, SCM, Manufacturing, QA.

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Workflow Mapping

Visual mapping of current state, handoffs & tools used.

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Complexity & ROI Scoring

Time saved, system dependency, regulatory impact.

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Automation Architecture

Future-state using Power Apps, Automate, AI Builder.

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Roadmap & Implementation Plan

12-month rollout plan w/ quick wins & governance.

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This framework allows the client to prioritize value over noise — targeting processes that yield rapid productivity gains.

5. Implementation Story

Week 1 — Discovery & Mapping

Met 27 colleagues across 6 functions globally.
Captured 38 workflows; shortlisted 14 for deep dive.
Created heatmap of automation friction vs impact.

Week 2 — Scoring, Blueprint & Roadmap

Scored workflows across 9 dimensions (volume, SLA, risks, dependency, etc.).
Identified 7 immediate automation opportunities.
Built 12-month roadmap aligned with their transformation plan.
Defined foundational architecture for Power Platform governance.

6. Technical Architecture — Layered View

Experience Layer Power Apps forms for SAP/D365 workflow replacements (approvals, master data, logistics).

Workflow Layer Power Automate orchestration for approvals, SAP integrations, SLA clocks.

AI Layer AI Builder for document extraction, risk scoring, and anomaly detection.

Data Layer Dataverse tables for workflow metadata, audit trails and attachments.

Integration Layer SAP Connector, D365 Connector, Azure Integration Services.

Analytics Layer Power BI dashboards visualizing automation readiness, cycle time, and value impact.

7. Automation Opportunity Pattern

The QuickScan established a reusable pattern for evaluating any workflow:

Trigger — What starts the request?
Systems involved — SAP, D365, Excel, Emails.
People / Handoffs — How many?
Automation candidates — Forms, bots, AI, orchestration.
Expected ROI — Time, errors avoided, compliance gains.

This pattern is now used quarterly to discover new automation opportunities.

7a. Governance & Scaling

Environment strategy (Dev/Test/Prod) ready for SAP-integrated solutions.
Standard workflow template for future SAP/D365 automations.
ALM pipelines for solution deployment.

This ensures automation grows in a controlled, repeatable manner across global sites.

8. Outcomes & KPIs

KPI	Before	After Sapnity QuickScan
Automation-ready workflows identified	Unclear	7 high-ROI workflows
Monthly manual effort saved	Unknown	~160 hours/month projected
Approval cycle time	2–3 days	Same-day approvals possible
Visibility into SAP/D365 bottlenecks	Low	Unified dashboard
Automation roadmap clarity	No formal plan	12-month execution roadmap

9. Sapnity Differentiators

Enterprise-grade discovery: Focused on business value, not tech-first discussions.
Hybrid SAP + D365 understanding: Rare capability across both ecosystems.
Pattern-first automation: Establishes repeatable frameworks for future workflows.
Rapid ROI approach: Quantified value for each workflow.
Governed, scalable blueprint: Ensures automation can expand across functions.

Clients say the QuickScan helps them “finally see” where their automation money should go — and where it shouldn't.

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