Vladi Fin09 Expert Guide How To Migrate From Bi Ip To Bpc

An expert guide to migrating f th SAP N tW BIfrom the SAP NetWeaver BI integrated planning tools to SAP Business Planning and gConsolidation

Anna VladiLAZAR Consultants

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In This Session ...

• We will introduce BPC• We will discuss CPM

W ill h i it i t ti t t i ll t • We will cover when is it an appropriate time strategically to migrate from BI Integrated Planning to BPC (BPC 5.0)

• We will also compare side by side BPC and IPWe will also compare side by side BPC and IP• We will cover in depth functionality of BPC• We will discuss SAP’ s Roadmap for CPM-BPC• We will discuss the Project scope, Project plan• Provide Steps in Migration from IP-BPC• Provide Steps in Building Planning Application in BPC• We will talk about involving Steering committee and what role it

plays in controlling the Project Scope

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plays in controlling the Project Scope

What We’ll Cover …What is CPM BPC• What is CPM- BPC Financial Close/Consolidation Forecasting

Performance Reporting Performance Reporting• BPC vs. IP

ArchitectureU E i User Experience

Training• BPC Functions In Depth

Reports in BPC BPC for Office

• Migration Project Project Plan/Project Scope/Steering Committee Do not forget!

• SAP’s Road Map

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p Going Forward Time StrategyWRAP UP

What is BPC?

SAP Business Planning and Consolidation, version for SAP NetWeaver is a robust planning and consolidation application that

t ll f b d ti l i lid ti d can meet all of your budgeting, planning, consolidation, and reporting requirements. It supports the full array of top-down and bottom-up financial and operational planning needs as well as bottom-up financial and operational planning needs as well as consolidation processes necessary to ensure the smoothest, most timely financial close possible — all through a single application. As y p g g ppa result, you gain the confidence to meet increasingly stringent regulations and reporting requirements across the globe.

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CPM-BPC

• Typically, CPM covers 5 key areas: Strategy Management (Strategic Planning, Initiatives, etc.)

B d ti /Pl i Budgeting/Planning Financial Close/Consolidation Forecasting Forecasting Financial Reporting & Analysis Performance Reporting (Profitability, Dashboarding, p g ( y, g,

Scorecarding, etc.)

CPM is an umbrella term describing the methodologiesCPM is an umbrella term describing the methodologies, metrics, processes and systems used to monitor and manage

an enterprise's business performance“Lee Geishecker

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Lee Geishecker Former Research Director, Gartner

CPM-BPC Planning that is traditionally done once a year Many companies moving to a rolling monthly/quarterly forecast Often begins with setting top level targets and pushing down Top down process typically followed by intensive bottom up process at a fairly low Top down process typically followed by intensive bottom up process at a fairly low

level of detail Detailed Revenue/COS planning Detailed Headcount plan (employee level detail or higher)

Detailed Expense plan Detailed Expense plan Detailed Capital Expenditure plan Balance Sheet/Cash Flow plan

Allocations/Corporate AdjustmentsV i O h d All ti Various Overhead Allocations

Adjustments to bring Bottom up plan in line with Top Down Targets Consolidation/Reporting

Consolidate, eliminations, etc. Distribute budget reporting package(s)

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The Keys to CPM-BPC Evaluations

Almost always a Finance led decision Ease of use

Abilit t b i t i d/ d b Fi Ability to be maintained/managed by Finance Excel hell High user adoption High user adoption Short deployment timeframe Ability to interface with multiple systems (GL, Data Warehouse, y p y ( , ,

Legacy Systems, etc.) Fast consolidation time Secondary Concerns:

In line with IT standards/strategies

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Financial Close/Consolidation Monthly/quarterly process Regulated by standards dependent on country (GAAP, IFRS, etc.) Disparate source systems (multiple GLs, DW, etc.) Inter-company Matching often comes first

Declaring activity with inter-company partners Matching between partners to ensure in balance Elimination of inter-company balances Elimination of inter company balances

Site Submission Data Load from GL (includes mapping into standard CoA, etc.) May require manual input for some subsidiaries

S f ( f ) Supplemental information (Rollforwards, Headcount, etc.)

Consolidation Complex ownership and various consolidation methods Automatic eliminations & adjustmentsj Reporting & distribution

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Forecasting Typically summary level of information Often includes extensive assumptions/driver based models Most companies moving to a rolling 12, 18, or 24 month forecast Frequently included as part of quarterly guidance provided to analysts P&L

Consolidated or divisional level of detail (not usually cost centers)Largely handled by finance with less input from division managers Largely handled by finance with less input from division managers

Balance Sheet Derived from P&L using drivers/assumptions Some lines may include complex assumptions/forecasting methodologies

Cash Flow Derived from Balance Sheet & P&L using assumptions Often the most important component of the forecast – everything else done in support of the Cash Flow

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Performance Reporting

Encompasses a wide variety of reporting needs Report Books/Packages

C b i (F t A t l) Crosses business processes (Forecast vs. Actual) Extensive ad hoc requirements Dashboarding & Scorecarding Dashboarding & Scorecarding Where does SAP BPC do well?

Ad hoc reportingp g Basic metrics management & reporting Production report creation & distribution

Where does SAP BPC not do well? Balanced Scorecarding

ABM (A ti it B d M t) ABM (Activity Based Management)

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Areas of Consideration

SAP BPC plays well: User experience

E d d CPM t Expanded CPM competes Excel intensive existing processes Excel automation Excel automation ERP optimization

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Lets compare BI/IP vs. BPC

SAP NetWeaver BI-Integrated Planning

SAP Business Planning and Consolidation 7.0, version for SAP

NetWeaver

Owned and managed by IT Owned and managed by Business

Data Warehouse-centric

Microsoft Excel-based analysis features

Agile planning processes driven by end

Self-service-reporting and analysis with complete Microsoft Office integration

Data Warehouse-centric

Standardized hierarchical planning processes managed by IT Unified planning and consolidation

g p g p yusers

Application based approachEngine-based approach

processes managed by IT

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BPC vs. IP- Architecture

SAP BPCBI/IP

Planning

Consolidation

Reporting

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BPC User Experience

UnifiedNo integration between applications = less costly implementation

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No integration = less costly, less time consuming maintenanceSimple administration = finance owned saving IT $$ & time

IP User Experience

Too many layers

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Too many layers

BPC- Training

Leverage existing skill set (MSFT Office) = less training time & $$

High user adoption = Increased ROI vs. products that quickly sit on shelf

Users spend time on analysis vs. time f

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figuring out how to accomplish tasks in the application








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IP- Training

Proprietary knowledge can not be bt i d ith t ifi T i i

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obtained without specific Training

Solution

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BPC Functions in Depth: Initiating Budget Report

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BPC – Budget Report in Excel

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BPC Reports: Dashboards

Activities Panel

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BPC Reports: Regulatory

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BPC Reports: Financials

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What is BPC for Office?

BPC for Office combines the power of BPC with the rich functionality of Excel, Word, PowerPoint. With BPC for Office , the user has all the Microsoft functionality that everyone is familiar with plus your worksheets, documents, slide shows that are linked directly to BPC database that houses your company’s reporting data.

BPC for Office allows user to collect the data , build And distribute reports, perform real time analysis, and

OTHER AVAILABLE INTERFACES

publish reports in a variety of formats. User can save reports disconnected from database and user can take reports completely offline and distribute them according to user access rights

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Understanding BPC for Excel

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Understanding ToolbarsDATA MANAGER TOOLBARDATA MANAGER TOOLBAR

JOURNAL TOOLBAR

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BPC- Creating Book Templates

• A book template is a pre-formatted worksheet used to create a book of reports. You can start with the empty worksheet or an existing book template, and modify it to meet the needs of the information you want to publish.

• A sample book template, called Performance.xls, is provided with the sample application set, ApShell Performance xls contains a section called TOC which provides an index of the ApShell. Performance.xls contains a section called TOC, which provides an index of the reports created by the Performance Reports section. The section called Performance Reports, by default, provides performance data for a set of entities within a set time period. You can edit the fields in the performance.xls workbook to create a new book template.

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BPC- Creating Book Template (cont.)

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BPC- Creating Book Template (cont.)

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Starting BPC for Word & Power Point

• You start BPC for Word from the OutlookSoft for Office Launch page

Starting BPC for PowerPoint You start BPC for PowerPoint from the BPC for Office Launch Launch page.

• After starting BPC for Word, you can start using it by

from the BPC for Office Launch page. After starting BPC for y g y

making a selection from the action pane. You can also use the OutlookSoft for Office

gPowerPoint, you can start using it by making a selection from the action pane You can use the OutlookSoft for Office

Toolbar to perform tasks. • To start BPC for Office

from the action pane. You can also use the BPC for Office Toolbar to perform tasks.

• From the BPC for Office Launch page, select BPC for Word Word.

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BPC System Reports

Business Planning and Consolidation (BPC) system reports are predesigned web reports that allow you to report on system i f ti d ti itinformation and activity.

You can report on:You can report on:• Activity audit information• Securityy• Comments• Data audit information• Work states

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Migration

Question: • When would you recommend SAP Business Planning and

Consolidation? Consolidation? Answer:• SAP Business Planning and Consolidations is ideal for customers SAP Business Planning and Consolidations is ideal for customers

requiring strong financial consolidation capabilities tightly integrated with planning, budgeting and forecasting. This is a key differentiator for SAP Business Planning and Consolidation and a differentiator for SAP Business Planning and Consolidation and a unique proposition in the market. SAP Business Planning and Consolidation also serves as the ideal solution for those that prefer their consolidation application run on the SAP NetWeaver platform.

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Project Plan/Scope/Steering Committee

• Evaluate your current As Is environment, document it if necessary• Depending on how complex your Planning environment is, start in

phasesphases• Have a Project Plan in place• Use ASAP MethodologyUse ASAP Methodology• Make sure that you have a resources with experience in both

areas IP & BPC• Create Milestones & Deliverables• Involve your business because in the end this is going to be their

environmentenvironment• Have controls in place to curb scope• Get support from project sponsorspp p j p• Communication is the key

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IP to BPC Migration Steps

1. Migrate BI Cubes for BPC2. Utilize Business Content2. Utilize Business Content3. Utilize BPC Customizable Templates4 Use EVDRE for Formatted Reporting4. Use EVDRE for Formatted Reporting5. Build BPC Security6 Build Business Flow6. Build Business Flow7. Test

IP & BPC can run concurrently

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y

Steps in creating Planning Application in BPC

1

Create Application

Task2

Load Data

Task

Create Application

Admin Console

Interface

Load Data

Excel (Data Manager)

Interface 3Task

( g )Create Input Schedule

E l (Pl i )

Interface

Excel (Planning)

4Task5

Task

Define planning rules

Admin Console (Server

Interface

Define planning functions

Interface

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Admin Console (Server Logic)Excel (VBA)








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Do not forget!

• BPC has its own security• Even though you are leveraging NetWeaver technology and BI

cubes there are business processes that are around the data cubes, there are business processes that are around the data before you query on it

• Training, though minimal still needs to happen

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Going Forward

SAP NetWeaver BI-IP will receive further enhancements as a

platform

SAP Business Planning and Consolidation, version for SAP

NetWeaver is an application

A platform provides services such as locking, write-back etc It already utilizes some of the services available

in BI-IP (ex. concurrency locking)

platform NetWeaver is an application

Services for aggregation levels, filters, etc. are available

Today, BI-IP provides UI services (ex.

in BI IP (ex. concurrency locking)

There are no plans to use all services from the BI-IP platform - only those that are relevant for the SAP Business Planning and Consolidation,

integration to BEx Analyzer and BEx Web Analyzer)

All planning projects built on BI-IP are t d l t j t tili i

version for SAP NetWeaver application (ex. no plans to introduce the services for aggregation levels)

custom development projects utilizing these services - implementation is from the ground up

Other planning applications from SAP may utilize similar or different services from the BI-IP planning platform (ex. state and local government budgeting in North America and

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g g gmerchandise assorted planning)








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Time Strategy

Time category SAP NetWeaverBI Integrated Planning 7.0 Score SAP Business Planning and

Consolidation 7.0Score BPC

Effort for typical installation

minor investment, slightly more steps to be done minor investment

Duration of implementation

relatively high (compared to BPC) relatively low (compared to BI-IP)

Planned Go-Live date (customer) available today available with Ramp-Up mid of

September 2008( ) p

Maintenance cycle medium cycle times short cycle times

Support (application management) IT or power user in biz dept. Mainly by biz. dept

Training effort for administrator and users medium effort low in case of existing MS Excel

knowledge

Processing duration at data input Fine excellent

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WRAP UP: Where does it leave you? If you have already implemented SAP NetWeaver BI Integrated Planning

Your investment is safe. BI-IP will continue to be supported and developed as a planning framework in NetWeaver BI

If l i t i l t SAP N tW BI I t t d Pl i If you are planning to implement SAP NetWeaver BI Integrated Planning We recommend evaluating SAP Business Planning and Consolidation first For implementations on NetWeaver targeted for mid 2009 consider SAP Business

Planning and Consolidation 7 0 version for SAP NetWeaverPlanning and Consolidation 7.0, version for SAP NetWeaver SAP NetWeaver BI Integrated Planning may be considered in specific cases

State and Local Government Budgeting in North AmericaRetail for Merchandise Assortment Planning Retail for Merchandise Assortment Planning

All other customers should consider SAP Business Planning and Consolidation This is our chosen solution for planning, budgeting and forecasting

SAP B i Pl i d C lid ti i f SAP N tW l d SAP Business Planning and Consolidation, version for SAP NetWeaver already uses some of the services available in BI-IP and will increasingly leverage relevant BI-IP services over the course of our roadmap

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Resources

http://help.sap.com/content/documentation/sbu/index_bu.htmSAP Help has information on all releases of BPC

http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49A5B2E2BD32450CB2D1/frameset.htmB2E2BD32450CB2D1/frameset.htmBPC Application Help

http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49A5B2E2BD32450CB2D1/frameset.htmBPC f Offi H lBPC for Office Help

http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49A5B2E2BD32450CB2D1/frameset.htm

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BPC System Reports Help

7 Key Points to Take Home

• If you are on BPS, do not move to IP go directly to BPC• BPC Implementation is much quicker compare to IP• Do not simply utilize an OutlookSoft resource, use SAP BPC

resourceresource• BPC utilizes MS not Microsoft Look & Feel but actual MS products• BPC is much more flexible that IPBPC is much more flexible that IP• BPC requires little training• BPC is the future of Planning & Consolidationg

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Your Turn!

How to contact me:Anna Vladi

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[email protected]

Documents

Vladi Fin09 Expert Guide How To Migrate From Bi Ip To Bpc