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Business Planning Understanding SAP Business Planning & Consolidations Tips, Tricks & Lessons Learned
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL
Topics we’ll cover
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 2
• Understand common Planning Goals • Get Insight into the Business Planning and Consolidation Solution. • Learn how to determine the sequence of installation, upgrade, or
integration steps for SAP Business Planning and Consolidation while taking into account your existing SAP environment
• Understand upgrade and implementation alternatives for a stand-alone deployment, an add-on approach, and support pack options
• Get tips for migrating from the 7.0 and 7.5 releases to 10.0, including what areas will require the most effort — such as transitioning your data
• Get advice on how to strategically phase out unsupported, or unneeded, solutions
• Get details on the SAP HANA migration path from SAP NetWeaver BW and SAP NetWeaver BW Accelerator and how it compares to a traditional database migration effort
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 3
Planning & Consolidation Goals • Align financial and operational plans with strategic
objectives and goals
• Improve planning accuracy and associated costs
• Reduce budget cycle time
• Spend more time on analysis and less time on transactional work
• Quickly model potential business strategies and decide on a course of action that maximizes value creation
• Have confidence in financial results and reports 10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 4
Top Pressures Year Over Year
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 5
34%
42%
34%
37%
24%
25%
32%
29%
39%
21%
22%
34%
41%
47%
0% 10% 20% 30% 40% 50%
Current processes are too long &
resource intensive
Current/past accuracy of the budget
negatively impacts corporate performance
Corporate mandates for cost control
Need to better align Planning/ Budgeting with corporate goals
Market volatility creates the need to dynamically account for change ('agility')
2010
2009
2008
Percentage of Respondents
The Essential Ingredients of Financial Excellence Financial excellence – Financial excellence is achieved when resources, people, and technology are
combined to optimize and streamline processes, decrease operating costs, manage business performance, and avoid certain risks
• Gaining efficiency in Finance
• Optimize working capital
• Driving strategy and growth
• Managing risk and compliance
Financial close – A streamlined, efficient, and high-quality financial close is a key ingredient of financial
excellence – Initial wave during the late 1990s – Now re-emerging due to close times slowing in recent years
• Processes were not industrialized
• Underestimated the impact of SOX
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 6
The Average Company…
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 7
Takes 95 days to complete a budget
Budgets 230 line items
Uses 25K person days per
$bn revenue for performance measurement
Takes 4.5 months to develop a financial
plan
Takes 21 days to complete a forecast
Source: “AnswerThink Consulting/The Hackett Group”: www.sterlinghoffman.com/newsletter/articles/article300.html
Today’s Challenges The dynamic regulatory landscape – IFRS – EU Accounts Modernization Directive – Sarbanes-Oxley Act (SOX)
Requirement for faster reporting – Section 409 of SOX for material events – Accelerated SEC 10K/10Q filing deadlines
Need for greater accuracy – Section 302 of SOX management certification – Section 404 of SOX audited reporting of
internal controls
SOX-related close and audit takes longer – 52% of the 100 largest US corporations added an average of 5 days to close times
over last 5 years – 71% of companies surveyed added an average of 19 days to their audit sign-off
period over the last 5 years
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 8
Common Problems
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 9
Data – Accuracy and predictability • Historical data in multiple systems
and spreadsheets — No central, data store
Process – Efficiency and standards • No linkage and enforcement with
standard business processes • Budgeting process takes too long and
is error prone Execution – Usability and adaptability • Existing planning products are
difficult to use and inflexible — Designed for power users
• Too much dependency on IT for business-specific tasks
Source: CFO.com (2008): A complete view of the enterprise: linking operational and financial planning in global organizations
Trend: Strategic Actions of Best-in-Class Planning for the Year
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 10
28%
52%
40%
20%
40%
19%
19%
38%
41%
47%
0% 10% 20% 30% 40% 50% 60%
Develop a consolidated view of the process and the results to be available on demand
Improve data quality
Involve more decision-makers in the planning/budgeting/forecasting process
Automate the process flows associated with the budget process
Develop a formal planning/budgeting/ forecasting workflow process
Percentage of Respondents
2010 2009
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 11
Benefits of an Agile Planning Solution
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 12
Anticipated ROI of 50% to 150%, and 6- to 12-month payback. Can reduce the duration of the planning cycle by 30% to 90%, and reduce the cost by 25% to 75%.” Source: 2009 Gartner-Financial Executives International Technology Survey
“ Firms enjoying best-in-class performance share several common characteristics
• 100% of best-in-class companies have invested in planning, budgeting, and forecasting applications
• 72% of best-in-class companies have the ability to reforecast as market conditions change
• 92% of best-in-class companies have established enterprise-wide collaboration from the top-down and across departments/divisions during the planning process
• 70% of best-in-class companies have the visibility that allows them to drill down to successive level of detail and 60% have the ability to perform multi-dimensional roll-ups
Source: Financial Planning, Budge4ng, and Forecas4ng -‐ Managing in Uncertain Economic Times. Aberdeen Group. January 2009
Benefits of a Fast, High-Quality Financial Close
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 13
The benefits of a fast close • Improved control systems and
processes at lower cost
• Greater quality and greater efficiency
• Faster access to financial information for decision making
• More time for value-add financial analysis
• Ability to respond to management requests and support key initiatives
• Marketing tool
• Work-life balance for accounting
Benefits Derived from Cycle Time Reduction
Source: Business Objects (now SAP) Fast Close Survey. BPM Magazine. May 2006
Redeployment of staff and resources towards more value-added activities Ability to meet regulators’ deadlines I do not see any value in cycle time reduction Be able to work fewer hours, less late nights and weekends Cost reduction
62%
7%
8%
13%
10%
66% 59% 61%
52%
38% 40%
32% 27%
20%
0%
20%
40%
60%
80%
Ability to reforecast as market conditions
change
Ability to perform “what-if” scenarios and change analysis
Ability to incorporate business drivers into
the on-going forecasting process
Perc
enta
ge o
f Re
spon
dent
s, n
= 1
71 Best-in-Class Industry Average Laggard
Dynamic Planning Capabilities
Source: “How Best-in-Class Companies Plan, Budget and Forecast in Today’s Dynamic World”, Aberdeen Group, 2010
Cost of Planning
Cost as a percent of revenue
Source: The Hackett Group
Critical Differences Laggards (34%) Industry Norm (54%) Best-In-Class (12%)
Detailed Information on Profitability and Cost of Key
Customers, Products, and Channels
Standard Costing with Limited Information on Cross-
Functional Business and Financial Impacts
Knowledge
Closed-Loop Root Cause Analysis Across the
Value Chain
Periodic Reactive Review Based on Line of Business
Against Plan Processes
Leverage Root Cause Analysis and Simulation
Tools to Augment Traditional Systems
Spreadsheet and Use of Line- by-Line Analysis of Actual
vs. Plan Technology
Integrated Set of Metrics That Are Internally and
Externally Focused in a True Balanced Scorecard
Separate Metrics for Each Functional Area Metrics
Source: “The Corporate Performance Management Benchmark Report” Stanley Elbaum, Aberdeen Group, 2004
What’s a Fast Close?
How fast is fast? – The average time to report year-end or
fourth-quarter results in 2007/2008 was: • 29 days in the United States • 50 days in Europe
– Over the last five years, the close got generally faster in Europe yet slower in the United States • Impact of SOX
– Times for internal management reporting are broadly similar
Source: BPMi Global Close Cycle Rankings 2008
Upper Quartile Middle Quartiles Lower Quartile Best Worst
Europe <8 9-15 >16 2 55
United States <7 8-14 >15 1 22
The Role of Technology
• Data entry and validation – Intelligent checks and filtering – Consistent, complete, and
commented
• High performance – Simultaneous, parallel processing
– Must not compromise on audit trail
• Process automation – Built-in rules logic to automate
entries – Multiple reporting channels – Retain past frameworks
• Ease of use – Web and Microsoft Office – Workflow and process monitoring – Owned and managed by business
users
Source: Jens Koerner
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 19
Analytic Applications
Governance, Risk, and Compliance
Enterprise Performance Management
Business Intelligence
Data Warehousing
Enterprise Information Management
Business analytics solutions from SAP Our approach
Analytic Capabilities
Collaboration
Data Sources Access
Services and Best Practices Source: SAP
Our solutions for enterprise performance management for finance
Align better Drive consistent execution of strategy Ensure everybody is on the same page by linking goals, metrics, and plans throughout the organization
Adapt better Increase organizational agility Be prepared and able to rapidly adjust plans and realign resources to seize opportunities or mitigate risks
Operate better Improve profitability and efficiency Make informed decisions that drive the bottom line and reduce the time and cost of regulatory compliance
Solution today
Strategy Management Planning, Budgeting, and
Forecasting Profitability and Cost
Management Financial Consolidation Disclosure Management
Strategize & Prioritize
Plan & Execute
Monitor & Analyze
Model & Optimize
Source: SAP
What do most companies use today?
Source: SAP
Introducing Business Planning and Consolidations
Financial reporting and analysis • Ad hoc • Variance analysis • Driver analysis (industry,
growth, capacity, etc.)
Forecasting and consensus building • Rolling forecasts • Continuous planning • Collaboration
Business planning • Budgeting • Sales/revenue planning • Capital expenditure planning • Headcount/staffing • Expense planning • Cash flow/liquidity planning
Consolidation • Intercompany matching/
reconciliation • Intercompany eliminations • Management roll-ups • Legal consolidation
Planning, budgeting, forecasting, and financial consolidation in one application
Source: SAP
SAP Business Planning and Consolidation*
Familiar and easy to use ● Increase user adoption with a solution that
leverages native Microsoft Office tools (e.g., Excel) and Web browsers
Process-centric ● Guide users and drive process consistency
with configurable business process flows
Unified ● Save time and reduce errors with a single,
integrated solution for planning and consolidation
* Available in a version for the Microsoft platform and a version for SAP NetWeaver®
Streamlined planning and a faster, more compliant close
Source: SAP
What’s Different This Time? • In the past SAP has made attempts to adopt Microsoft Office as its
key frontend tool but in doing so has stifled the capabilities. – i.e. Excel In-Place provided no capability to utilize any of the
special features that Excel has to offer. • BPC has a unique approach to its integration with Microsoft Office • Unlike previous SAP planning or consolidations tools that tried to
retrofit Excel into SAP, BPC uses the full features and functions of Excel leveraging SAP. This enables end users to leverage the full power of Microsoft Excel!
• BPC in essence is Excel ++
Understanding the different SAP Business Planning and Consolidation releases
1. SAP Business Planning and Consolidation 7.0, version for the Microsoft platform succeeds the 5.1 release
2. SAP Business Planning and Consolidation 7.0, version for SAP NetWeaver is a new product running on the SAP NetWeaver platform (it is not a successor to the 5.1 release)
Going forward, SAP is continuing to invest in both versions
SAP Business Planning and Consolidation is available as two distinct (separately priced) applications/platforms – version for SAP NetWeaver and version for the Microsoft platform
SAP is pursuing a dual release product strategy
The 10.0 releases of both versions are currently in unrestricted shipment (general availability)
2013
2007 5.1 Release
Version for the Microsoft Platform
Version for SAP NetWeaver
10.0 Release
10.0 Release
7.0 Release
7.0 Release
7.5 Release
7.5 Release
Generally Available Generally Available
Acquired from OutlookSoft
• Version for the Microsoft platform requires Microsoft SQL Server
• Version for SAP NetWeaver supports any database supported by underlying SAP NetWeaver platform
Source: SAP
Similarities and differences between versions Similar functionality, but not identical Dimension Management
Concurrency Locking
Data Manager
Audit Reports
Environment Shell User
Activity
Logic Script
Shared Query Engine VERSION FOR THE MICROSOFT PLATFORM VERSION FOR SAP
NETWEAVER
Automated Variance Analysis
SQL-Based Logic Script
Table Drill-Through
SAP NetWeaver BW Accelerator (SAP HANA*) support
Granular Transports (Lifecycle Management)
BAdI Framework for Enhancements
SSIS Packages Process Chains
SIMILAR CAPABILITIES
Microsoft Office Clients Web Reporting
Drag-and-drop report design Business Process Flows
Workspace URL Drill-through
BI Platform Integration Documents view
Ownership Manager User Management
Model Mgmt Business Rules 64-bit support
Books
Microsoft SQL Server Database Only
Optimize Application
Web-Based Admin
SAP NetWeaver Authorizations
Active Directory
Controls and Consolidation Monitors
Drag-and-drop hierarchy editing over the Web Global Cache
Source: SAP
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 28
Introduction to the EPM Add-In • The EPM Add-In is the new frontend for EPM 10.0 products, but the tool is not
limited to usage within the EPM Suite. In fact it can be used for Excel Reporting on a number of different solutions.
– Profitability and Cost Management – SAP Strategy Management – Business Planning and Consolidations
• NetWeaver • Microsoft
– Any system with an ODBO connection. • SAP BW • Microsoft Analysis Services • And more…
• In order to successfully implement BPC it is paramount to understand the rich features available within the tool in order to effectively utilize the vast set of capabilities that the application has to offer.
• Remember this is what the end user will see and the measure of success a project has is based on ‘user adoption’.
SSAS – SQL Server Analysis Services BW – SAP Business Warehouse ODBO – OLD DB for OLAP XMLA – XML for Analysis WS – Web Services
EPM applications can be reached via several connection types:
• SAP BOPC 10 cubes for both Microsoft and NetWeaver versions can be queried from the EPM add-in using two different kinds of connections:
§ Web Services § ODBO provider (a particular ODBO provider for each NW and MS version).
The Connection Concept
SAP BO EPM add-in 10.0
SAP Financial Consolidation 10.0 Designer cubes
SAP Profitability and Cost Management 10.0
SAP Strategy Management 10.0
SAP BusinessObjects Planning and Consolidation, Version for NetWeaver 10.0
SAP BusinessObjects Planning and Consolidation, Version for Microsoft 10.0
SSAS, BW cubes
ODBO ODBO
ODBO WS WS
ODBO
+ Support of non EPM SSAS and BW cubes (through ODBO technology)
Creating EPM Connections • Local:
– This connection type is for ODBO
connections, which can be built for FC SSAS cubes, FC BW cubes, SSAS standard cubes, BW standard cubes, PCM ODBO provider, SSM ODBO provider, BPC MS ODBO provider and SAP BW OLE DB provider.
– An ODBO connection doesn’t allow data input, and is only used for data retrieval. Data Manager features are also not reachable with an ODBO connection. However, the usage of custom members (to build some complex MDX calculated members) can only be performed with an ODBO connection.
• Planning & Consolidation:
– This type is for Web Service connections, on the top of BPC 10 MS and BPC 10 NW.
– A Web service connection allows data input, and the use of the Data Manager ribbon, but does not support the creation of custom members.
Creating EPM Connections Manual Connections
•
Manually created connections are always stored in the EPM – Connection Manager window
Creating EPM Connections Manual Connections
•
Creating EPM Connections Automatic Connections
Automatically created connections, accessed from the BPC web portal, are not stored in the EPM – Connection Manager window.
EPM Add-In Jumpstart Some EPM Add In Basics that are critical to understand in order to lead a successful implementation.
• EPM Toolbar • Context Bar • EPM Pane • Report Editor • Building Input Forms and Reports • Options (Report Editor vs Sheet Options vs User Options) • Formatting • Multi-source Reports • Advanced Cell Formulas • Member Recognition
EPM Toolbar The EPM Add-in installs two toolbars, one for EPM reporting called EPM, and one for batch data processing called Data Manager
EPM Context Bar The Context Bar provides a view into the data that they are planning against and provides a way to quickly change to different intersections for planning and viewing data. The Context Bar acts much like single selection user variables in BEx minus the ability to create user-exits on those variables.
EPM Context Bar By selecting the dropdown menu, the member selector appears. You will see only members that you have authorizations to
EPM Context Bar The Context Bar can be customized per worksheet using the Context Options Menu
Dimensions can be hidden and/or locked by worksheet or workbook
EPM Pane The EPM Pane can be a quick way to build and/or edit reports. It is also a great way once you understand the model you are working with to perform ad-hoc
analysis of your business data.
EPM Report Editor The Report Editor has the most comprehensive set of features available for building Input Forms and Reports vs. the EPM Pane and direct cell entry
EPM Report Editor The Report Editor has ten tabs where you can customize aspects of your report such as read only members, report expansion behavior, formatting sheet, creating local members, sorting, and filtering
These robust features permits maximum flexibility in reporting and planning layouts.
Building reports and input forms Once logged into the EPM data source, click the New Report button (1) or drag & drop dimensions from the dimension list in the EPM Pane to the row axis and columns axis (2).
1 2
Or
Building reports and input forms Once your report is generated, you can access its options (tabs) by clicking the Edit Report button (1). The Report Editor opens with a list of options and tabs (2).
2 1
By selecting Use as Input Form option (3), the Save Data button will become available (4), when coming back to your report.
3
Building reports and input forms Click on the Account dimension in row axis on the EPM Pane (1) in order to define the desired expansion. The Member Selector opens and you can now define your Account expansion.
5
1
Select PL600 account member (2), and Member and Descendants in the Selection Relationship drop-down (3), and move it to the Selected Members window, by clicking the right arrow button (4), and click OK (5).
3
2
4
Building reports and input forms You report now displays NetIncome and all its descendants for the Account dimension.
•
EPM Options The difference between Report Editor Options, Sheet Options, and User Options
Ø Report Options are specific to a single report Ø Sheet Options apply to all reports on the worksheet Ø User options are specific by user and can create different user experiences for
the same input forms and report Ø All options are documented in the EPM End User Guide Ø Specific Option settings will be covered in the workbook design section as they
are specific to individual reports and workbooks
Formatting For each report, you can decide to apply a formatting by clicking the View Formats button on the EPM tab (1). A new sheet appears in your workbook (called EPMFormattingSheet) (2).
1
2
Formatting • Apply some formatting to the desired sections. • Be aware of the priority (read from the top to the bottom).
Formatting Return to Sheet1 worksheet and click the Edit Report button (1). Under the Options tab click the Apply Dynamic Formatting checkbox and choose EPMFormattingSheet in the drop-down box (2).
1
2
3
Back to your report, the formatting is applied (3) according to the EPMFormattingSheet definition.
Multi-source reports Using the EPM Add-in, you can display two reports belonging to different data sources on the same worksheet.
1
2
Report 1 is linked to a Planning and Consolidation connection.
Report 2 is linked to a native BW cube through ODBO driver connection.
Note that the Active Connection drop-down in the EPM Pane references all data sources which you are simultaneously connected to. And you can add new connections directly from here choosing the Select Another connection link:
Multi-source reports When displaying several reports on the same spreadsheet, you can turn on the
Axis Sharing Feature.
•
1 2
Report 1 is linked to a Planning and Consolidation connection, and shares its row axis with Report 2.
Report 2 is linked to the same Planning and Consolidation connection, and displays another dimension in columns.
Advanced cell-based formulas • Some EPM functions enable you to perform some actions on reports or input
forms. Those functions are complementary to the EPM Add-in interface, and might allow your reports or input form to be even more dynamic.
• EPMCopyRange, very useful formula.
– This function enables you to add and repeat the content of a range of cells until the bottom (columns) or the right side (rows) of a report is reached. The range is added to the data grid and to the shift zones (if there are ones), starting after the row axis and below the column axis.
– Typically, this function is very useful when you use hidden columns between your row headers and your data range (what we call shifting columns).
– This function is not the official successor for Before Range/After Range. The new method for building Before and After Range would be to either use the Sorting & Grouping feature in the axis definition, or use the new EPMInsertCellsBeforeAfterBlock directly in the report.
Advanced cell-based formulas = EPMCopyRange("000",TRUE,A2:D2)
• Here, the formula is used to copy a formatting range down the rows.
• It is applied for the shift column (column B), as well as for the data grid.
• The source definition of the formats to apply is placed in cells A2:D2, above the report.
• In cells A2:D2, you can also add formulas to retrieve comments instead of data for example.
Advanced cell-based formulas = EPMDimensionOverride("000;001",“TIME",B20)
Ø EPMDimensionOverride formula offers the ability to reference former MemberSet cell (from an EVDRE report), so that your expansion in EPM Add-in will retrieve the same result. Former MemberSet parameters can be used (MEMBERS, BAS,SELF,LDEP(n), etc…)
Ø In this example, the formula will override the member selection for the TIME dimension in reports 000 and 001. The dimension member selection performed in the Member Selector is replaced by value in cell B20.
Activating Member Recognition Member Recognition is a key component in building more complicated reports and driving report and column headers from your context
EPM Add-in client vs. Web client EPM Add-in client
• Installed on client machine (no need to be aligned with BPC server SP) • Supports advanced reporting and input form
Ø Easy drag & drop feature and axis selection Ø Complex formatting Ø Sorting, ranking, filtering, and spreading capabilities Ø Advanced member selections, data offsets Ø Member recognition Ø Use of BPC VBA macros and advanced cell-based formulas Ø Workbook supports multiple reports, input schedules and sources Ø Report links for ad hoc analysis
• Can run data manager process chains and execute drill-through • Ribbon customization • Enhanced Word and PowerPoint integration • Create Distribution and Book templates
EPM Add-in client vs. Web client Web client
• Zero footprint and can work on client computers not running Microsoft Office
• Administrative and general navigation functions for BPC 10.0 NW Ø Create models, business process flows and business rules, Ø Manage documents, web content management and audit reports Ø Design and leverage Consolidation Monitor
• Workspaces allow for web reports, schedules and dashboards to be easily consumed by users
• Supports simple reporting and data input, to augment EPM Excel capabilities Ø Can filter on members, sort fields, change layout and show charts Ø Using Dashboard Designer 4.0 can allow for more complex scenarios using flash files
EPM Add-in client vs. Web client Web client Excel client
Formulas • The dimension member formulas work with web client.
• Report specific formulas can’t be created on the web client.
• Excel formulas can be created and used. • Formulas on summa4on, calcula4ons
parent node values (instead of fetching values from backend) can be done.
• VB scrip4ng can be leveraged
FormaTng • Web client does not have report formaTng features though it has func4onality to use chart and table with various op4ons for chart.
• Full array of report formaTng features are available.
• In addi4on, Excel formaTng features can also be leveraged.
Data Manager • Data Manager packages cannot be executed from the web client.
• Data manager packages can be executed from the Excel client.
Drill-‐Through
• Drill-‐Through cannot be executed from the web client.
• Drill-‐Through can be executed from the web client.
EPM Add-in client vs. Web client Web client Excel client
Addi4onal features • It is easier to integrate reports and input schedules with workspaces and library.
• Reports allow member selec4ons, sor4ng, drag and drop and charts.
• Favorites link
• Excel client has addi4onal features such as enhanced member selector, direct member entry, member offset ,
• spreading etc.
Integra4on • Web client can report data from SAP BusinessObjects Planning and Consolida4on 10.0 only.
• Excel client can report data from other EPM products as well as external systems connected through ODBO Excel add-‐in. Mul4ple reports and charts can be added to a workbook (including mul4ple sources).
Installa4on • Web client can work with zero footprint and also with client machines that do not have Microso] Office.
• Excel client needs to be installed on the client machine and a valid connec4on needs to be created.
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 61
BPC Architecture...
• The version of the product you choose has implications on the architectural layout of your solution.
– If you are an SAP NetWeaver Shop • Do you currently have SAP BWA? • Do you want to use SAP HANA?
– Are you comfortable with SUSE Linux as an organization?
• Are you using SAP NetWeaver 7.3? – If you choose SAP BPC, version for Microsoft Platform
• Are you going to try to integrate with SAP ERP? • Are you going to try to integrate with SAP BW? • Are you currently using SQL Server 2012?
SAP BPC 7.x, Version for BPC Microsoft
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 63
.NET Application Services (Application Logic Takes Place Here)
Windows Server (32-Bit)
IIS – Internet Information Services - SOAP Web Services -
Microsoft SQL Server (2005 or 2008)
Windows Server (64-Bit)
SQL Server Components Required (Not All Services are 64-bit Compliant) • SSRS – SQL Server Reporting Services
• SSIS – SQL Server Integration Services
• SSAS – SQL Server Analysis Services
• SSDS – SQL Server Database Services
Front-End Clients
BPC for Office BPC for Web BPC Admin Console
SAP BPC 10, Version for BPC Microsoft
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 64
.NET Application Services (Application Logic Takes Place Here) *.NET 3.5 *
Windows Server (*64-Bit*)
IIS – Internet Information Services - SOAP Web Services -
Microsoft SQL Server (2008 or 2012 as of SP7)
Windows Server (64-Bit)
SQL Server Components Required • SSRS – SQL Server Reporting Services
• SSIS – SQL Server Integration Services
• SSAS – SQL Server Analysis Services
• SSDS – SQL Server Database Services
Front-End Clients EPM Add-In BPC for
Web BPC Admin
Console BPC Web Rebuilt in
Adobe Flex
SAP BPC 7.x, Version for SAP NetWeaver
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 65
SAP NetWeaver BW 7.01 - Application Logic Takes Place Here -
(SP5 minimum)
SAP NetWeaver Supported Database (Sybase ASE, MaxDB, Oracle, etc.)
.NET Application Services
Windows Server IIS – Internet Information Services
- SOAP Web Services -
Business Warehouse Accelerator (BWA)
Legend
= Optional
Front-End Clients BPC for Office BPC for
Web BPC Admin
Console
SAP BPC 10, Version for SAP NetWeaver
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 66
SAP NetWeaver BW 7.3
SAP NetWeaver Supported Database
(Sybase ASE, MaxDB, Oracle,
etc.)
Business Warehouse Accelerator (BWA)
Legend
= Optional
Front-End Clients EPM Add-In BPC Web/Admin
(Redesign)
SAP HANA
SAP Business Warehouse (Application Logic Takes Place Here)
SAP Web Application Server (WAS) - RESTful Services -
Rebuilt in Adobe Flex
Architectural Decision Implications
• BPC, version for the Microsoft platform – Maximize usage of 64-bit components where possible – Leverage the Global Cache (BPC 10.0)
• In preliminary tests, using the Global Cache reduced database bottlenecks
– Leverage the latest Microsoft supported release • SQL Server 2008 for BPC 7.x, version for the Microsoft platform • SQL Server 2012 (as of SP7) for BPC 10.0, version for the Microsoft platform
• BPC, version for SAP NetWeaver – Leverage a system you can effectively tune – Leverage SAP NetWeaver BW Accelerator or SAP HANA when possible – 64-bit and unicode systems are hard requirements (for BPC 10.0) – Migrate to SAP NetWeaver BW 7.3 and BPC 10.0 when possible
• This will remove 32-bit bottlenecks (i.e., librfc32.dll for .NET Communication)
Architectural Benefits of Moving to EPM 10.0 • SAP Business Planning and Consolidations 10.0 is more robust and performant!
– BPC 10.0, version for SAP NetWeaver • Supports SAP HANA
– All cubes are optimized! » Equivalent of indexing every cube into SAP NetWeaver BW Accelerator
– Measure formulas pushed down to database – More enhancements to come!
• Broader usage of shared memory – BW hierarchies – Report caching
– BPC 10.0, version for the Microsoft platform • Eliminates 32-bit dependency • No need for .NET 2.0 or prior (everything is .NET 3.5 or greater) • No COM+ services • Usage of Global Cache eliminates database server bottlenecks
– Sending/Retrieving data – Data Manager – Logic – Log on
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 69
Steps to getting BPC into your Organization…
Installing/Upgrading to BPC • BPC 10.0, version for SAP NetWeaver is the most widely adopted version of
BPC currently being implemented. – If you decide to install BPC 10.0 some key questions you need to figure
our are: • Are you currently using the right platform to support BPC 10.0?
– BPC 10.0 requires SAP NetWeaver 7.3 • Are you planning to leverage BPC on HANA?
– If you decide that BPC 10.0 version for NetWeaver is the right direction for your organization there are some subsequent questions.
• Are you currently an SAP BW shop? – Does your organization plan to leverage the same system for
SAP BW that you are going to use for SAP BPC? – Is BW on version 7.3? – How long will it take to mobilize the infrastructure team to
upgrade your servers? 6 months? » Should you install a separate server landscape for SAP BPC?
Source: Jens Koerner
What upgrades are there?
BPC 7.5 MS BPC 10 MS
Upgrade tool is available, with manual functional upgrade effort
BPC 7.5 NW BPC 10 NW
Upgrade tool is available, with manual functional upgrade effort
BPC 7.* MS BPC 7.5 NW BPC 10 NW
Upgrade tool is available, with manual functional upgrade effort
BPC 7.5 NW BPC 10 on BW on HANA
Upgrade tool is available, with manual functional upgrade effort Source: Jens Koerner
In-place upgrade
Upgrade Dev, then QA, then Prod
Dev 7.x ª 10.0
QA 7.x ª 10.0
Prod 7.x ª 10.0
Challenge: No bug fix path in place once Dev is upgraded unless there is a Maintenance Support System
Source: Jens Koerner
Cutover to new landscape
Create a completely new landscape and retire the old landscape
Dev 7.x QA 7.x Prod 7.x
Dev 10.0 QA 10.0
Prod 10.0
Challenge: Redirect source data from old to new production system
Source: Jens Koerner
Box split
Create a completely new landscape for BPC only, and keep the old landscape for SAP NetWeaver BW
Challenge: Redesign data flow from one combined SAP NetWeaver BW/SAP BPC instance to separate BW and BPC using Remote Function Calls (RFC)
BW BPC
Instance strategy Do you install BPC as an add-on to your existing SAP NetWeaver BW or on a separate SAP NetWeaver BW server?
http://scn.sap.com/community/epm/blog/2011/10/12/installation-options-for-business-objects-planning-and-consolidation-100-version-for-netweaver
Single Instance Separate instance
Hardware Investment
Performance
Administra4on Costs
Integra4on Development and Maintenance cost
Upgrade Flexibility
Support Pack Flexibility
BWA Investment leverageable
Data Movements
You have decided to Install and/or Upgrade
If you have decided to upgrade… Upgrade a sandbox (ideally a copy of production) and perform an analysis of what works out of the box and what breaks. This will be a key exercise to determine the amount of rework needed.
Verify Installation / Upgrade dependencies — Software
• The Product Availability matrix (http://service.sap.com/pam *) and the install guide spell out the software dependencies — from an SAP perspective
• Check with your IT/Basis admins that these dependencies can be implemented
• Oftentimes, an SAP NetWeaver BW or SAP ERP system is only upgraded once or twice a year
* Requires login credentials to the SAP Service Marketplace
Verify Installation / Upgrade dependencies — Hardware
• Ensure you size your new environment properly • Also, do you need new hardware? Procurement
cycles can last months.
Sizing your BPC Instance
• The BPC Sizing guide is very vague. • Make sure the you leverage the quick sizer on the
service marketplace. • Size your implementation as if it were and SAP BW-IP
implementation. • Plan for time during the implementation to revisit
sizing after you have demonstrated the capabilities of the solution to the business
– The size of the user base during an implementation can grow exponentially
• Make sure you procure enough servers up front – procuring servers can take months…
Sizing information http://service.sap.com/sizing * www.sdn.sap.com/irj/sdn/performance-analysis
* Requires login credentials to SAP Service Marketplace
Hardware sizing for BPC MS and BPC NW
http://scn.sap.com/community/epm/blog/2012/03/05/bpc-100-nw-netweaver-sizing
Upgrading to BPC 10.0
• Areas that require attention:
– Reports, including VBA (MS and NW)
– BAdIs (NW only)
– Security (NW only)
– Back-end migration (NW only)
Upgrade considerations BPC 7.5 reports may only be built with EV functions. Here is the list of all former BPC 7.5 functions that are backward-compatible:
evAPD EPMModelCubeDesc evAPP EPMModelCubeID evASD EPMEnvDatabaseDesc evAST EPMEnvDatabaseID evBET EPMComparison evBNV EPMBook evCGP EPMCommentPartialContext evCGT EPMCommentFullContext evCOM EPMSaveComment evCVW EPMContextMember evDES EPMMemberDesc evDIM EPMDimensionType evDNV EPMDocumentList evGET EPMRetrieveData
evGTS EPMScaleData evHNV EPMURL evLCK EPMWorkStatus evMBR EPMSelectMember evMNU EPMExecuteAPI evPRO EPMMemberProperty evPRP EPMDimensionProperty evRNG EPMCellRanges evRTI EPMRefreshTime evSND EPMSaveData evSVR EPMServer evTIM EPMMemberOffset evUSR EPMUser OsCLD EPMDocument
Upgrade considerations (cont.) Some former EV functions have been turned into EPM add-in features and, therefore, are not supported anymore:
EVEXP (use the new Report Editor instead)
EVENE
EVNXP
EVSET
EVLST
EVPXR
EVHOT (becomes “Quick Links” functionality in the EPM add-in)
In case you are using one of the functions above in your former reports, you will have to modify the report manually using the EPM add-in interface
Upgrade considerations (cont.)
• EvDRE reports are backwards-compatible using the EPM 10 add-in • Once the existing EvDRE function returns OK (meaning that your EvDRE definition is
valid), the EPM add-in ribbon will change and display an Expand button, as well as former Workbook options (no mix of EvDRE and EPM add-in report on the same spreadsheet)
• Creation of new EvDRE reports through the EvDRE builder wizard is not possible. However, you can copy an existing one and adapt it to match your new model/environment.
Upgrade considerations (cont.)
• The EvDRE migration tool exists in order to help customers migrate their BPC 7.5 EvDRE reports to EPM add-in reports. You can access the tool by selecting the More button, and then selecting EvDRE Migration (1).
• Several migration options are available: Active Worksheet, Active Workbook, Planning a Consolidation Server, and Local (2)
1
2
Result of a migrated EvDRE
Ø The generated report layout reflects the same expansions in row and column axes, compared to the MemberSet parameter used in the EvDRE expansion range
Ø A new formatting sheet is automatically created and filled-in with the formats defined in your initial EvDRE format range
Ø Sorting, ranking, suppressing, and inserting options are not migrated, neither are all shifting columns (columns between the row or column header and the data grid, usually used to display some member properties)
Ø In case of customized reports, manual adjustments may be required (such as updating BPC 7.5 VBA macros, for example)
Ø A migration log will be generated after each migration process. You can find it by clicking the More button, and then clicking Log.
EPM macros
• The EPM add-in provides BPC macros and BPC events, but with different names compared to former BPC 7.5 macros
• For example, former MNU_eSUBMIT_REFSCHEDULE_SHEET_REFRESH macro is now called SaveWorksheetData and former BEFORE_SEND event is now called BEFORE_SAVE
• Note: In version 7.5, a parameter was needed for BPC events, such as BEFORE_REFRESH(Argument as String). In the EPM add-in, no parameter is needed: BEFORE_REFRESH().
Custom menus
Custom menus – Custom menu functionality is no longer available. Customers should either:
– Move to BPF functionality, displaying and executing Business Process Flow actions from the EPM pane
– Use the EPMExecuteAPI (former EVMNU) function from a worksheet that could be linked to a customized ribbon extension, or
– Use Workspaces from the Web portal
EVMNU – EVMNU function is still supported, but will need to be updated manually with the
new macro names from the new public API
Books and distribution – Book and distribution templates (definition) are automatically migrated and can be
edited directly through Excel or through the new dedicated UI. Published books will need to be generated again.
BAdI migration
Note: If you have written any BAdIs against internal APIs, then those need to be adopted as internal APIs change in 10.0. These include: • Get Dimension Members • Get Current View • Get Dimensions • Read Transaction Data • Write Transaction Data (Write Back) • Get Metadata • Process Dimension • Read Master Data
Security (SAP NetWeaver only) The migration program
User management and security SAP Business Planning and Consolidation 7.5 used either Active Directory or CMS accounts. Version 10 uses SAP NetWeaver accounts, instead. As part of a migration, user accounts must be recreated in SAP NetWeaver, and any reference to the user accounts in the environment must be updated to reflect the new security model Once the new accounts have been created in SU01, a mapping file (Excel spreadsheet) with two columns should be created as follows: This spreadsheet should be saved as a Tab-delimited file
Security (SAP NetWeaver only) (cont.) The migration program
User management and security (cont.) • References to the user IDs in the OWNER or REVIEWER properties of
dimensions will be properly migrated • References to user IDs in custom-defined properties will NOT be
migrated • The File Service structure will be updated accordingly; domain folders
will be removed • Teams are migrated • Task Access profiles are migrated, but will have new, more descriptive
names • Member access profiles are migrated and are called Data Access
profiles
Back-end migration (SAP NetWeaver only) The migration program
After importing a 7.5 Application Set with UJBR, run the Migration Program: The program name is UJT_MIGRATE_75_TO_10 Called from Transaction Code SE38
Back-end migration (SAP NetWeaver only) (cont.) The migration program
• Transaction data and master data can be imported with UJBR before running the migration program (optional) – NOTE: User-defined order of members is not retained
• Comments are automatically migrated • Journals are automatically migrated • Business rules are automatically migrated • Validations (now called Controls) are automatically migrated • Administration settings and configurations (parameters) are all
automatically migrated – NOTE: Some settings retained in the Web Admin Client, others retained in the IMG (transaction
SPRO)
• All non-custom Data Manager objects are automatically migrated – NOTE: Data Manager log files are not migrated
• Content Library is automatically migrated – NOTE: Custom Web pages are not migrated – NOTE: Live Reports are not migrated
• BPFs are automatically migrated – NOTE: Archived instances are not migrated – NOTE: Deprecated actions or actions linking to non-existing content are not migrated
Changes in BPC 10 NW
EXAMPLE: The Application Setup Tasks include these main steps: 1. Manage the KPI Library 2. Manage Roles 3. Manage Conversion Factors 4. Manage Reporting Frameworks 5. View Organization Hierarchy 6. Manage Audit Logs
BPC NW 7.5 – Set Application Set/Application parameters
BPC NW 10.0
Controlled only through the related functions or options in the Administration Workspace E.g., “Change Status” function
“Functional” parameters set by the user E.g., APPROVALORG
“Configuration” parameters set by the user E.g., ALLOW_FILE_SIZE
Table = UJA_USER_DEF
“System” parameters controlled by the system E.g., AVAILABLEFLAG
Set these parameter values in the UI of the Administration Workspace E.g., “Hierarchy” setting managed in the Work Status view
Set these configuration parameter values in IMG Transaction = SIMGH
Tables = UJA_PARAM (Cross Environment level)/UJA_PARAM_APP (Environment and Model level), except for a few “system” parameters, which are still stored in UJA_USER_DEF
Source: Jens Koerner
Parameter: APPROVALORG
Examples of parameters moved to UI
Examples of parameters moved to UI (cont.)
Parameters: ORG_INTCO ORG_PARENTPROPERTY
Parameter: COMMENT
Content migration The migration program
• Xcelsius Dashboard Dashboards are NOT migrated The following manual steps are required for migration: • Open the old .XLF file in Dashboard Designer • Remove the old EPM connector • Recreate the new connection and set its parameters appropriately
Content migration The migration program (cont.)
• Custom Menus – Custom menus are NOT migrated – That functionality is replaced by the Workspaces and BPF Activity
Workspaces
– ª MOVE calculations into database
– ª Only transfer RESULTS
Taking advantage of SAP HANA’s strength
APPLICATION LAYER
Calculation
DATABASE LAYER
Calculation
Classical Approach
Future Approach
Source: Jens Koerner
21 times faster back-end times*
*Report with 500K cells
Source: Jens Koerner
BPC on SAP HANA stack
BPC on SAP HANA Enabling/disabling SAP HANA add-on in SPRO
Only use SAP HANA as underlying RDBMS in place of SQL, Oracle, DB2, etc., not HANABPC SC
Step 1: • Database migration for metadata and operational data • Create Data Definition Language for appropriate target database using report
SMIGR_CREATE_DDL • Choose target database “SAP In-Memory DB,” unicode, and the target directory
• Run option Database Instance Export from SAP Installation Master from transfer system • Choose target database “MaxDB” • Choose “Little Endian” (for OS Linux) and unicode
Step 2: • Replace SAP NetWeaver BW’s underlying database with SAP HANA database per new
installation of the system copy using the SAP Installation Master for New DB
Step 3: • Typical post steps in the copy of the SAP
NetWeaver BW system
Migration aspects for an SAP HANA empowered SAP NetWeaver BW
(*) Migrating to further SAP HANA releases is optional
Option “HANA 1.0, SPS3”
SAP NW BW
RDBMS
SAP NW BW
HANA
BWA
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 106
Leading a Successful BPC Implementation What are the key success factors for BPC implementations?
(1) Product Expertise
(2) A Structured Project Delivery Methodology
Typical Phases of a BPC Implementation
Based on the ASAP Methodology
Example Delivery Plan Implementation Phases
Project Preparation
Business Blue Print Realization Final
Preparation Go-Live & Support
RESOURCES/ACTIVITIES /RESULTS Project Manager (100%) (BPC desireable) BPC Solution Architect (40-60%) BPC Platform Consultant (50-100%) Project Manager (100%) IT Responsible (50-100%) Business Leads (20%)
RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (100%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (100%) (BW Integration) BPC Consultants funct. 1-3x (80%) (optional) ECC Integration Consultant Business and IT Representatives, PM, nominated endusers
RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 100%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (100%) BPC Consultants funct. 3x (100%) ABAP Developer (BPC desirable) Business and IT Representatives, PM, Super user
RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 80%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (60%) BPC Consultants funct. 2x (100%) ABAP Developer (BPC desirable) Enduser, Business and IT Representatives, PM
RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 80%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (60%) BPC Consultants funct. 1x (100%) Enduser, Business and IT Representatives, PM
Business Blueprint
ASAP Methodology for Implementation 7.1
Project Preparation
Business Blue Print Realization Final
Preparation Go-Live & Support
BPC is a very versatile tool and can be used to cover many different business processes. A BPC Business Blueprint document can therefore look quite differently depending on the type of project and on the client as well. Due to the nature of BPC, there is not a single template that will fit all requirements. This presentation will follow the least common denominator approach to identify those points that should be included in any blueprint document.
Business Blueprint Scoping
• The blueprinting activity is a key activity in any BPC project. It is key not to underestimate the time required for this task (at least 20 to 30 percent of the total time of the project – depends on the availability of documented requirements)
• Here are some of the factors that will impact the blueprinting effort:
• Type of project (Planning, Consolidation) • Number of processes to be covered • Level of details required
Business Blueprint Process The blueprint document should reflect what is going to be customized in BPC. Therefore it is key that:
– Written in a way that the Business / IT departments fully understand it – Use appropriate terminology – Have an appropriate level of details
– Sign-off of the blueprint is essential and no implementation should start before a formal sign-off.
– Any change requested after the sign-off should go through a change request process.
Important “must-be” steps: – Detail Design Documents will provide additional structure and could be
leveraged in documentation and for unit testing (lean implementation model) – Prototyping is a key for early user involvement and to prove designs. It
reduces change management efforts during Go-Live Preparation (lean implementation model)
Business Blueprint Content
Table of Content – Introduction – Management/Executive Summary – Project – Description of AS-IS Situation – Description of TO BE Situation – Processes to be covered – Data Model – Data Sources – Security Concept – Operational Concept – Backup approach – System Landscapes and Transports – Historical Data Migration Concept
Business Blueprint Content - AS-IS / TO-BE processes
• The current process and the future process need to be described from • A user point of view
– Describe how user interact with the system (data input, execution of calculations, set status, …)
• A System point of view – Maintenance of system (master data) – Data flows – Calculations
Benefit: the comparison of the AS-IS and TO BE processes from a user point of view can then be a good starting point for Change Management activities
Relevant information in process description: • High level and detailed description of process • Business Requirements • User Roles • Security requirements • Setup and Customizing in BPC (BPF, Input Schedules/reports, Calculations, Data Model) • Custom development requirements • Improvements compared to current process
Business Blueprint Content - Data Model and Data Sources
• The Data Model should at least have the following information • List of all applications • List of dimensions per application (and dimension type) • High level content for each dimension • List of properties for each dimension • Description of internal data flows between applications
• The Data Sources need to be specified for the following type of data: • Master Data • Transaction Data
• For each type data, the source system should be identified and a data import concepts need to be defined, this would include:
• Central / De-central data load • Automatic / Manual trigger • Full vs. Incremental load • Technology used for data load (out-of-the box, development in ABAP, ...)
Business Blueprint Content - Operational Concept (Application Management) and Backup (Archiving) Approach
• The operational concept should include • System Maintenance
– Maintenance of master data (frequency, responsibility) – Initialization of system for a new period – Roll-out of application updates/fixes
• User Maintenance – Responsibility for maintenance
• Concept for service packs / updates – Testing – Roll-out of local client (if applicable)
• The backup approach needs to be addressed from a global point of view, if BPC is not run on a dedicated NW server. In that case, the backup strategy will have to be aligned to the strategy of the NW environment.
• If the NW instance is dedicated to BPC, then a strategy can be defined specifically for BPC and it should include:
• Frequency, Type of backup. Restore possibilities and time estimation
Business Blueprint - System Landscape and Transports
• This point should define the number of system that will be used (usually Development, Quality and Production).
• à Sandbox system is strongly recommended for Support Pack regression tests, prototyping etc
• It should be clearly specified where each type of object will be maintained (for example reports) to specify what needs to be transported.
• For master data, the maintenance should also be detailed, especially for those dimension where the maintenance will be done manually.
• It is also a good idea to come up with an emergency fix concept, for urgent fixes that need to be applied to a production system and that might not go through the full release process.
Business Blueprint - Historical Data Migration
• The migration of Historical Data should include at least the following information:
• Source system (or systems) • Number of periods required • Approach (for calculations, mapping of dimension members, …)
à Migration efforts should not be underestimated and could have an impact on the interfaces (might additional temporary interfaces required)
Method-based Quality Assurance
Project Preparation
Business Blue Print Realization Final
Preparation Go-Live & Support
Method-based Quality Assurance
• The preferred approach is to integrate the Quality Assurance activities in the project plan. These activities should be carried out throughout the project lifecycle and cover all aspects of the project.
• There will be 3 different types of reviews: Ø Functional Ø Technical Ø Project Management
• Each review should be carried out by experienced resources in the relevant topics, it is also key that the resources engaged in the reviews are not part of the delivery team.
• The Quality Assurance team will be responsible for delivering reports at the different phases of the project
Implementation
Project Preparation
Business Blue Print Realization Final
Preparation Go-Live & Support
PM: • Project Plan review
Stage Gate 1 Stage Gate 2 Stage Gate 3 Milestone 1 Milestone n
Technical: • Review of the BPC • Transport • process, -Performance • Analysis • Milestone review • Technical *
Functional: • Milestone review • Application * • Stage Gate review • (Build review)
Technical: • QA of open technical • Issues, Performance • Test Design Review
Functional: • Stage Gate review
Technical: • Review the
maintenance hand ongoing optimization measures put in place for the Go Live, Review of the operational processes and technical handover to operations
Technical: • Architecture and
Installation Sizing Review
Functional: • Project Plan review • Stage Gate review • Design advisory
BPC Reviews
BPC QA Roles Role descrip7on QA Slot Phase days
Technical QA Architecture, Installa4on, Sizing Review BBP 5 days
Func4onal QA Design advisory BBP 1 day/ week
PM QA Project Plan review BBP 2 days
Func4onal QA Project Plan review BBP 2 days
Func4onal QA
Stage Gate review BBP 3 days
Func4onal QA Milestone review Applica4on * Realiza4on 2-‐3 days / cri4cal milestone
Technical QA Review of the BPC Transport process, -‐Performance Analysis
Realiza4on ~ 10 days
Technical QA
Milestone review Technical *
Realiza4on 1-‐2 days (op4onal)
Func4onal QA Stage Gate review (Build review) Realiza4on 5 days
Func4onal QA
Stage Gate review Final Prepara4on (Test Phase)
3-‐5 days
Technical QA
QA of open technical Issues, Performance Test Design Review
Final Prepara4on (Test Phase)
~ 5-‐ 10 days
Technical QA
Review of the maintenance and ongoing op4miza4on measures put in place for the Go Live, Review of the opera4onal processes and technical handover to opera4ons
Go-‐Live & Support
~ 5-‐10 days
QA Roles - Commitment
Step-by-Step
1) Agree on Quality Assurance scope
• Project management, executive sponsor and client representative 2) Secure Quality Assurance team
• Quality Assurance stream lead 3) Define Quality Assurance plan
• Project management, Solution Architect and Quality Assurance stream lead 4) Provide budget
• Project management 5) Present Quality Assurance team to client
• Project management, Design Authority and Quality Assurance team
Review approach and examples
Reviews as part of the Quality Assurance stream are following the same approach.
1) Assessment of status quo and pain points with relevant client representative and project team members (different views)
2) Execute review and document results
3) Present outcome to the client representative and project team member
4) Formalize report and present results to the stakeholders
– The „must-be“ reviews are on the following topics:
• Business Blueprint review
• Implementation review (Assessment of build quality - Functional review)
• Performance review (reports / input schedules, calculations)
Blueprint and Implementation Reviews Blueprint – and Implementation Reviews are considered as usually a „5 day initiative“
To secure on the project stages Business Blueprints and Realization that
① Implementation of business requirements are following „best practices“ as much as possible (like business rules instead of script logic, Process Flows instead of one huge workbook) but also giving some advisory regarding project approach
② to proof the implemented solution if potential risks are considered during the build (like maintenance efforts for the model, performance etc.) – Milestone-based
Mandatory outcome for any review:
à Provide an action plan (with type of resources and planned activities)
Performance Reviews Methodology Preparation:
① Get an understanding about the implemented solution anticipate potential performance impacts.
② Get the most critical report (if reporting has performance issues) to check VBA usage, usage of formatting, member selections, no. of formulas (BPC 7.x/EPM 10), no. of sheets in a workbook.
③ Request system access for BPC client, BW backend server with the authorization to UJSTAT
Execution:
① Get in touch with client stakeholders / implementation team and make short interviews to understand the individual experiences about the performance
② Check provided information regarding client settings, server settings, BWA etc.
Performance Reviews Methodology (cont‘d)
Reporting runtime issues ① If several sheets are used isolate them and run them one by one and the
workbook
② Run stress tests and benchmark with iterative approach and document result using Tcodes UJSTAT, MDXTEST etc.
③ Benchmark Networktime using Fiddler etc.
④ Activate / Deactivate VBA, formatting etc to identify the bottlenecks
⑤ Either eliminate bottlenecks directly or make a list of action items
Performance Reviews Methodology (cont‘d) Write-back runtime issues
① Check writeback time in UJSTAT
② Analyze the default logic and, if used, the called BAdI
③ Test script logic using UJK_Script_LOGIC_TESTER
④ Improve script logic and/or ABAP or request a scripting resource to do it
⑤ Analyze write-back calculations and evaluate potential batch jobs (real-time vs near-time availability of calculated no.)
Performance Reviews Methodology (cont‘d) Logon issues ① Check on different client desktops (document different client
settings)
② Check on BPC clients installed on the .NET Server (usually different client settings as no standard client images)
③ Check logon process (download dimension files etc)
④ Check SDN, Customer Message System to identify potential bugs/side effects from SPs as usually client logon issues are reported soon from clients
à Open customer message as soon it looks into a direction of SW related issues
Performance Reviews Findings
– Possible reasons for performance issues :
– Lack of data in the development system (reports were build on completely empty applications), so the performance of the reports could not be assessed upfront (some dummy data should be generated in the development system)
– Lack of stress testing activities in project plan in system with large number of concurrent users
– Design errors. An application, calculation or report were designed in a way that they could not be performant
– Performance is a very important component in a project and it should be addressed right from the beginning of the project. Pushing the performance topic to the end of a project will most of the time end up causing delays in the project.
Remember…
Key success factors for BPC implementations:
ü Product Expertise
ü A structured Project Delivery using Best Practices ü Method-based Scoping and Implementation efforts
ü Blueprinting
ü Project Quality Assurance
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 131
A Sales Planning Case Study / Demo
Agenda • The Planning Process • Benefits of a Business Planning Solution • BPC, an Overview • The EPM Add-In • Understanding the BPC Architecture • Installing / Upgrading BPC • Leading a successful BPC Implementation • Demo – A Sales Planning Solution • Wrap Up
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 133
Q& A
?
10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 134