Overview zapAgent Team Werner

1. General Introduction

Werner extracts SAP data via RFC, prepares it in a structured format, and performs indicator-based or AI-based analyses. Depending on the selected Content Bundle, these analyses can be executed as one-off or continuous runs. All data processing takes place within zapAnalytics. For detailed information on Werner, see this product description.

He operates exclusively within your locally installed zapHome instance. A prerequisite for using Team Werner is the technical setup of zapHome OnPrem AI.

This article provides an overview of how to work with the agent team and links to all relevant content.

1.1 Project Workflow

This article outlines the structured project process used at zapliance. Each phase is clearly defined to ensure a consistent, efficient and successful project execution.

The described workflow provides a guidance, clarifies responsibilities and ensures allignment across all stakeholders throughout the project lifecycle.

The project workflow applies to the following zapliance solutions:

Digital Audit Preparation
Finance Benchmarking
ICS Assessment
Cash Recovery AI

Detailed information on the project workflow can be found here: Project Workflow for Digital Audit Preparation, Finance Benchmarking and ICS Assessment Project Workflow for Cash Recovery AI

2. Technical Onboarding

The technical foundation for this agent team is zapHome OnPrem AI. It is deployed via Docker on a Linux-based virtual machine or server. zapHome OnPrem AI provides:

Local execution of all agents within your IT environment
Full data privacy (no external data access, no SaaS applications)
SAP data analysis and seamless integration with your Azure OpenAI Services

The following article provides an overview of the platform and includes links to all relevant technical topics, such as VM/server setup: General Setup zapHome OnPrem AI

3. Functional Onboarding

This section shows how the agent team supports your day-to-day work - from data extraction to analyzing and interpreting results.

3.1 Project Setup (Depending on Content Bundle)

The specific project setup is defined according to the selected Content Bundle. Key organizational aspects include:

Objective: What is the goal of the project?
Data Scope: Which data needs to be analyzed (SAP client, company codes, fiscal years) and what analysis should be performed?
Timeline: What are the start and end dates of the project, and which milestones are planned?
User Access: Who needs access to which tools?
- zapAnalytics
- Power BI

3.2 Data Extraction and Analysis

Wolfgang performs the core analysis in zapAnalytics. Key steps:

User uploads Content Bundles that define extraction scope, analysis logic and result formats
Wolfgang executes data extraction and performs analysis

See: zapAnalytics User Guides

3.3 Analysis Results

Once Wolfgang has completed data processing, the results can be utilized via structured Power BI dashboards for visual analysis.

Data is exported as source files (.parquet), which are used to create dashboards in Power BI. This allows you to explore results in a structured, visual format.

See: Basic User Guide for Power BI
See: Creating Power BI Reports

3.4 Available Content Bundles

The following Content Bundles can be used by the Agent Team:

360°
P2P (Purchase-to-Pay)
O2C (Order-to-Cash)
Finance
DuPa (Duplicate Payment)
VAT
DuPa Recovery
Custom Content Bundles
Custom Control Sets for Continuous Monitoring

Detailed information on each Content Bundle can be found in the applicable Content Bundle Description.

4. Governance Onboarding

General governance-related topics include:

Data protection
Information security
Access management

All general information is available in this section: Data Protection & Information Security

Solution-specific governance information is available in the respective subsections.