---
title: Overview zapAgent Team Werner + Wilma
description: Overview zapAgent Team Werner + Wilma
---

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1. [Knowledge Base](https://knowledge.zapliance.com/)
2. [Overview Agentic Teams](https://knowledge.zapliance.com/overview-agentic-teams)

# Overview zapAgent Team Werner + Wilma

## Overview of zapAgent Team Werner + Wilma Functionality

### 1. General Introduction

The Agent Team Werner + Wilma combines two specialized agents to support SAP data analysis from data extraction to business-oriented interpretation of results.

**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.](https://knowledge.zapliance.com/description-zapagent-werner)

 

**Wilma** builds on Werner’s results and supports auditors in analyzing and interpreting findings within their business context. Using a LibreChat interface, users can explore results, ask follow-up questions, and generate insights based on predefined prompts and analytical tools. For detailed information on Wilma, see [this product description.](https://knowledge.zapliance.com/description-zapagent-wilma)

Both agents operate exclusively within your locally installed zapHome instance. A prerequisite for using Team Werner + Wilma 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](https://knowledge.zapliance.com/project-procedure-for-digital-audit-preparation)  
[Project Workflow for Cash Recovery AI](https://knowledge.zapliance.com/project-procedure-for-cash-recovery-ai-neu)

---

### 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](https://knowledge.zapliance.com/general-setup-zaphome-onprem-ai-2.0) 

---

### 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
    - LibreChat

 

#### 3.2 Data Extraction (Technical Layer 1)

- User uploads **Content Bundles** that define approved extraction scope, processing logic and result formats
- Werner executes deterministic data extraction strictly limited to customer-defined scope
- The extracted data is stored as copies in a dedicated project database
- All data extractions are initiated and controlled by the customer, never autonomously by Werner

 See: [zapAnalytics User Guides](https://knowledge.zapliance.com/functional-onboarding#zapanalytics-user-guides)

See: [SAP Governance Data Extraction with zapliance](https://knowledge.zapliance.com/sap-governance-data-extraction-with-zapliance)

 

 

#### 3.3 Data Analysis (Technical Layer 2)

- After successful data extraction, the **SAP RFC connection is no longer utilized or required**
- Werner performs data processing on copies of extracted data stored in the project database
- Technically, data processing is a separate layer independent of data extraction

 

#### 3.4 Analysis Results

Once Werner has completed data processing, the results can be utilized in two ways: via **structured Power BI dashboards** for visual analysis, and through **Wilma's interactive, chat-based interface** for dynamic exploration.

 

**Power BI (Reporting & Visualization)**

 

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](https://knowledge.zapliance.com/basic-user-guide-for-powerbi-desktop)  
See: [Creating Power BI Reports](https://knowledge.zapliance.com/setting-up-power-bi-reports)

 

**Wilma (Interactive Analysis)**

 

Wilma connects directly to the result database via MCP. You can interact with the results via chat, e.g. to ask questions, explain findings, and derive conclusions. This allows you to explore and interpret data specifically within your business context.

 

Wilma only works on the already extracted and processed dataset stored in the result database. **She has no SAP connection and cannot initiate or perform SAP data extraction.**

 

See: [Basic User Guide for LibreChat](https://knowledge.zapliance.com/basic-user-guide-for-librechat)

 

 

#### 3.5 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:

- Governed data extraction
- Data protection
- Information security
- Access management

 All general information is available in this section: *[Data Protection & Information Security](https://knowledge.zapliance.com/governance-onboarding#general-governance-information)*

 

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

- [Overview Agentic Teams](https://knowledge.zapliance.com/overview-agentic-teams)
- [Product Descriptions](https://knowledge.zapliance.com/product-descriptions#main-content)

    - [Platforms](https://knowledge.zapliance.com/product-descriptions#platforms)
    - [Agentic Teams](https://knowledge.zapliance.com/product-descriptions#agentic-teams)
    - [Agentic Team Solutions](https://knowledge.zapliance.com/product-descriptions#agentic-team-solutions)
    - [Solution Bundles](https://knowledge.zapliance.com/product-descriptions#solution-bundles)
    - [Customer Success](https://knowledge.zapliance.com/product-descriptions#customer-success)
- [Technical Onboarding](https://knowledge.zapliance.com/technical-onboarding#main-content)

    - [zapHome](https://knowledge.zapliance.com/technical-onboarding#zaphome)
    - [Virtual Machine/Server](https://knowledge.zapliance.com/technical-onboarding#virtual-machine-server)
    - [Docker](https://knowledge.zapliance.com/technical-onboarding#docker)
    - [zapAnalytics Setup Guides](https://knowledge.zapliance.com/technical-onboarding#zapanalytics-setup-guides)
    - [SAP Setup Guides](https://knowledge.zapliance.com/technical-onboarding#sap-setup-guides)
    - [LibreChat Setup Guide](https://knowledge.zapliance.com/technical-onboarding#librechat-setup-guide)
    - [Microsoft Services Setup Guides](https://knowledge.zapliance.com/technical-onboarding#microsoft-services-setup-guides)
    - [Former Setups](https://knowledge.zapliance.com/technical-onboarding#former-setups)
- [Functional Onboarding](https://knowledge.zapliance.com/functional-onboarding#main-content)

    - [Project Workflows](https://knowledge.zapliance.com/functional-onboarding#project-workflows)
    - [zapAnalytics User Guides](https://knowledge.zapliance.com/functional-onboarding#zapanalytics-user-guides)
    - [Wilma User Guides](https://knowledge.zapliance.com/functional-onboarding#wilma-user-guides)
    - [SAP User Guides](https://knowledge.zapliance.com/functional-onboarding#sap-user-guides)
    - [Microsoft Services User Guides](https://knowledge.zapliance.com/functional-onboarding#microsoft-services-user-guides)
- [Governance Onboarding](https://knowledge.zapliance.com/governance-onboarding#main-content)

    - [General Governance Information](https://knowledge.zapliance.com/governance-onboarding#general-governance-information)
    - [Digital Audit Preparation (DAP)](https://knowledge.zapliance.com/governance-onboarding#digital-audit-preparation-dap)
    - [Cash Recovery AI (CRAI)](https://knowledge.zapliance.com/governance-onboarding#cash-recovery-ai-crai)

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