Method360 EPM Practice

2012

Technical upgrade service from BPS or BPC to BPC v10

BPC Upgrade to v10

1. Method360 BPC technical upgrade service: 2. Upgrade scenario overview

a) BPC Conversion b) BPC Upgrade

3. BPC 10 Features & Functions 4. Appendix

Method360 technical BPC upgrade service Content

1. BPS Conversion • SAP doesn’t currently offer an upgrade from BPS to BPC. For this reason,

upgrading from BPS to BPC is more involved

• SAP environments will need a fresh install of BPC either stand alone, or as a BW 7.3 add on.

• Project teams will also need to rebuild BPC according to business finance requirements

2. BPC Upgrade • Upgrading to BPC 10 from a prior version is simpler than upgrading from BPS, but

it still requires careful planning

• BPC stack will lose the .NET layer of the hardware, and there is a new client install (single client vs. one admin and one user client)

• There is an upgrade path available from SAP, but thorough testing to ensure everything is brought over to the new version is vital to the success of the project

BPC 10 upgrade Scenarios Covered

5 PHASES FOR BPS CONVERSION:

1. BPS vX Discovery: – Understand productive BPS functionality.

2. Blueprint – Map existing functions into BPC 10 application

3. Upgrade – Upgrade environment and redevelop BPS functions using BPC v10

4. Test – Promote to QA and regression test

5. Deliver – Promote BPC installation to production, train users and go-live.

BPS Conversion Project Phases

BPS vX Discovery

Blueprint

Upgrade

Test

Deliver

BPS Conversion Deliverables

Deliverables M360 Template

Client owned

Notes

Project plan Our in-house project plan for BPC upgrades is consistently being revised and re-published with findings from ongoing projects. The baseline plan will be modified to suit.

Documented project requirements

Method360 EPM Blueprint template is used for BPC upgrade activity.

Upgraded Dev, QA and Production instances

Experienced Method360 BASIS resources will deploy on the ground to ensure the upgrade runs as smoothly as possible.

Testing Strategy & Execution

The testing strategy document will ensure the testing performed is comprehensive.

Training plan & Execution The training strategy document will drive alignment between the business and the delivery capabilities of the project team

Training cheat sheets One page cheat sheets with login and navigation reminders, including screenshots

Cutover plan & Execution

The team will leverage the standard Method360 BPC Upgrade Cutover Plan, and modify to suit. The team will then conduct cutover. In the event the outage window is too short, or non-existent, a suitable time will be negotiated.

Support

Method360 will remain onsite for a period of 2 weeks post go-live to ensure the majority of any issues that may occur are attended to, and knowledge is properly transferred to in-house client representatives..

BPS Conversion Roles

Roles Descriptions

Method360 Roles

Project Manager / Team Lead Responsible for timeliness and quality of delivery

Sr. BPC Functional Responsible for Input Schedule and Reporting functionality, along with testing and training documentation

Sr. BPC Technical Responsible for BADI/BAPI development and BW environment, and any programming or technical documentation required

SAP BASIS Responsible for running upgrade sequences and managing BASIS issues as well as applying notes

Client Roles

Change Leadership Responsible for testing and training strategy, documents and delivery

Business Functional Responsible to sign off on all functional documentation and make business decisions as they relate to project activity

IT Technical Responsible to sign off on all technical documentation and make systems decisions as they relate to project activity

The client roles listed below can be supplied by Method360, in the event in-house resources are not available.

BPS Conversion Schedule

The table below represents an average upgrade of BPS planning and forecasting functionality for P&L and Balance Sheet accounting..

For a custom built cost and timeline estimate based on your requirements, please contact Method360

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32

Phases

BPS vX Discovery

Blueprint

Upgrade

Test

Deliver

Month 5 Month 6 Month 7 Month 8BPC 10 Upgrade from BPS

Month 1 Month 2 Month 3 Month 4

BPC upgrade to v10 Project Phases

4 PHASES FOR BPC UPGRADE:

1. Prepare: – Hardware sizing and instance development

2. Upgrade – Upgrade BPC vX to BPC v10 in preproduction system

3. Test – Perform full regression test of existing functionality in quality system

4. Deliver – Promote BPC upgrade through production path, train users and go-live.

Prepare

Upgrade

Test

Deliver

BPC upgrade to v10 Deliverables

Deliverables M360 Template

Client owned

Notes

Project plan Our in-house project plan for BPC upgrades is consistently being revised and re-published with findings from ongoing projects. The baseline plan will be modified to suit.

Documented project requirements

Method360 EPM Blueprint template is used for BPC upgrade activity.

Upgraded Dev, QA and Production instances

Experienced Method360 BASIS resources will deploy on the ground to ensure the upgrade runs as smoothly as possible.

Testing Strategy & Execution The testing strategy document will ensure the testing performed is comprehensive.

Training plan & Execution The training strategy document will drive alignment between the business and the delivery capabilities of the project team

Training cheat sheets One page cheat sheets with login and navigation reminders, including screenshots

Cutover plan & Execution The team will leverage the standard Method360 BPC Upgrade Cutover Plan, and modify to suit. The team will then conduct cutover. In the event the outage window is too short, or non-existent, a suitable time will be negotiated.

Support Method360 will remain onsite for a period of 2 weeks post go-live to ensure the majority of any issues that may occur are attended to, and knowledge is properly transferred to in-house client representatives..

BPC upgrade to v10 Roles

Roles Descriptions

Method360 Roles

Project Manager/Team Lead Responsible for timeliness and quality of delivery

Sr. BPC Functional Responsible for Input Schedule and Reporting functionality, along with testing and training documentation

Sr. BPC Technical Responsible for BADI/BAPI development and BW environment, and any programming or technical documentation required

NW BASIS Responsible for running upgrade sequences and managing BASIS issues as well as applying notes

Client Roles

Change Leadership Responsible for testing and training strategy, documents and delivery

Business Functional Responsible to sign off on all functional documentation and make business decisions as they relate to project activity

IT Technical Responsible to sign off on all technical documentation and make systems decisions as they relate to project activity

The client roles listed below can be supplied by Method360, in the event in-house resources are not available.

BPC upgrade to v10 Schedule

The table below represents an average upgrade of BPC planning and forecasting functionality for P&L and Balance Sheet accounting..

For a custom built cost and timeline estimate based on your requirements, please contact Method360

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Phases

Prepare

Upgrade

Test

Deliver

Month 5BPC 10 Upgrade from BPC

Month 1 Month 2 Month 3 Month 4

Method360 EPM Practice

2012

BPC 10

Features and Functions

BPC Features and Functions

• Excel, PowerPoint, Mobile, Word and Web interfaces • HANA certified • Direct link to SAP NetWeaver Data – or build on SQL servers • Built, maintained and controlled by business finance • Drag and drop input schedule and report builder • Bottom up, top down and assessment capability • Drill down, through and across functions • Custom calculations over forecast data such as:

• Seasonality • Sell days • +/- $/% adjustments single or range • Trends

BPC Features and Functions – Con’t

• Driver based planning • Rolling forecast • SAP tool integration (i.e. BOBJ, Business Analytics,

Dashboards, etc.) • Retraction back to ECC, if required • NW based authorizations (NW version, only) • Business Process Flow / tracking capability

Top 10 reasons to upgrade

EPM is SAP’s suite of financial applications that includes BPC. Here are the top 10 reasons to use it: 1. Excel and EPM Integration 2. Manage on the Move 3. Ease of Use 4. Quick cycle to publish results 5. Enhanced comment functionality 6. Advanced consolidation features 7. BOM Drill Downs 8. Automated Variance Indicators 9. Drill Down to ECC GL 10. Improved TCO

Method360 EPM Practice

2012

Appendix

• The simpler your installation the easier it will be to upgrade. You may want to take this opportunity to simplify your application for ease of use, maintenance and future upgrades.

• Work with your business stakeholders to drive early and often alignment on key upgrade activities.

• Work with internal IT teams such as Quality Assurance and Change Leadership to ensure calendars align.

• Any hardware required by sizing results should be installed and procured quickly in an effort to avoid delaying agreed upon project milestone dates

• Change leadership, if required, will be provided by client • Establish an agreeable turn around time for decisions required for project activity. • Agreement upon scope of functionality contained within the instance to be

upgraded should be in advance of project start and between all application stakeholders

• With sound BW data, that performs to meet the expectations of the user community, BPC upgrade project activity will be made simpler. If not, you may want to consider a ground up data analysis and re-architecture project to avoid putting good solutions over bad data.

Appendix Upgrade Considerations

Appendix Method360 Overview

Leading Consulting Services company

Headquarters in San Francisco, CA ‒ Local offices in San Diego, Pittsburg, and Calgary

Celebrating our 11th year of operations

Initial focus on SAP and EDW consulting

Strong focus on consultant quality and client relationship

Delivering SAP Financial Apps for over a decade

Solutions focus with dedicated practice areas Business Analytics ->EPM ->BPC

SAP Consulting

Application Infrastructure

Quality Assurance

Custom Development

Contact Us:

Vice President, EPM Solutions

Greg Stimpson

925.640.8785

gstimpson@method360.com