1910 Business Planning and Consolidation Case Study

8/13/2019 1910 Business Planning and Consolidation Case Study

http://slidepdf.com/reader/full/1910-business-planning-and-consolidation-case-study 1/27

]

Orange County Convention Center

Orlando, Florida | May 15-18, 2011

SAP BusinessObjects Planning

and Consolidation Case study

Kurt Partlo

Alison Klein

Dow Corning Corporation



Real Experience. Real Advantage.

[

2

Learning Points

Case study for BusinessObjects Planning and Consolidation v7.0for Microsoft

Understand how finance played a significant role in ownership

Review Dow Corning’s customizations

Understand the benefits realized since go-live See a demonstration




[ Dow Corning is…

A global leader in Silicones and high purity silicon

More than 7,000 products/services

Approx 25,000 customers

Approx 10,000 employees

Headquartered in Midland, Michigan, USA

Strong and healthy financially: ~$6 billionSales in 2010

4




[ Introduction and Project Profile

Kurt Partlo, Global Finance Process Manager

Alison Klein, BPC Designer, Developer and Administrator

SAP BusinessObjects Planning and Consolidation 7.0, version SP4 for Microsoft w/ SQL 2005

SAP NetWeaver® BW 7.0

SAP ERP 6.0 (single global instance)

SAP BusinessObjects Planning and Consolidation Applications

Financial Reporting

Five yr and one yr planning

Quarterly forecasting

Budgeting

Go-Live: January, 2009

Users: >400 globally

Number of legal entities: Over 80

Excludes: Consolidations, currency conversion

5




[ Challenges and Opportunities

Our legacy Financial reporting system was homegrown usingWeb-based technology with very little flexibility

Long run times

Ineffective change control

No drill down No formatting

No download to Excel

Maintenance headache

6




[ Project Objectives

Single version of the truth (SAP General Ledger) End user, customizable financial reporting and planning tool

Improved data quality for strategic decision making

Finance-based ownership

Role-based security Build a foundation for dashboards

Future goals Management by Exception reporting

Discover, Predict, Act (predictive analytics) Collaboration

7


http://slidepdf.com/reader/full/1910-business-planning-and-consolidation-case-study 7/27Real Experience. Real Advantage.

[ “Single Source of the Truth”

8

BOBJ

In process

SAP BPC/MS5.1 Reporting

Jan, 2009

(Now on 7.0 MS)

SAP General Ledger

Mar, 2008

SAP ERP 6.0

2008

Dashboards, Exploring, Ad-Hoc, Pixelperfect, Performance Management

Standard financial statements andexpense reporting, Ad-hoc reporting,

Drill Down

“Single source

of the truth”

Transactional ERPSystem

Primary DataRepository

BOBJ = SAP BusinessObjects, SAP BPC = SAP BusinessObjects Planning and Consolidation



[ Value Added Shift

9

Source: SAP 2006

We were

here.

We are now

here!



[ Multiple Sources of the Truth?

10

Before

Cognos Planning andForecast XMII/Illuminator

Industry Policy

Coding



[ “Single Source of the Truth”

11

Datastore Report

Writer

Global ERP

platform Transaction base

End user

customizable withpersonalization

SAP

Non

SAP

BPC

NGL

After

SAP

GeneralLedger

BPC = SAP BusinessObjects Planning and Consolidation



[ Application Selection (2008)

Outlooksoft (prior to SAP acquisition as BPC)

Hyperion

Cognos

Business Objects (prior to SAP acquisition)

SAP SEM/Netweaver BW

12



[ Implementation Timeline

14

BPC GO

LIVE! Jan 2009

ParallelLaunch

Oct 2008

Focus

Groups

OperationalTeam formed

VendorEvaluations

UpgradeBW from3.5 to 7.0

SAP BuysOutlooksoft

June 14, 2007

Upgrade toSAP SingleGeneralLedger

Voice of thecustomer

SAP BuysBusinessObjects

Upgrade

BPC 5.1 to7.0MS, June,

2009

Upgrade toSAP ERP 6.0Oct, 2008

Formallystart BPCproject

ExecutiveDashboardGO LIVE

BPC 1 yearPlanningOct 2009

2006 2007 2008 2009 2010

QuarterlyForecasting

and 5 yr

Planning andBudgeting

Agile implementations

12 months

BPC = SAP BusinessObjects Planning and Consolidation



[ Resources required (initial implementation)

Construction 2 Finance, 2 BW, 1 ABAP, 1 SQL, 1 Project leader, 3

Consultants, 1 Server Eng.

Operations

3 Finance and very little DBA help, no Consultants

Natural workgroup

Approx 75 power users

>400 end users

15



[

17

Customizations

Folder Structure

Reporting examples

Planning & forecasting examples

DEMOS



[ APEX (BPC) Landing Page

Customization #2

– Landing Page

Customization #3 –

Sub Menu using BPFs

Naming StandardsCustomization #4 –

System Messages

Customization #1 –

Internal Branding withproject codename



[ APEX (BPC) Folder Structure and team folders

Folders by

report type

Team

Folders

Default JPG override



[ Consolidated Profit and Loss with Drilldown

Drill down to Groupaccount and G/L

Account



[ Legal Balance Sheet

13 Dimensions;

Grey out irrelevant ones

per report

Firm Layout and color

standards



[ Expense Reporting Pivot tables

Data extract using

evpro() function

Pivot tables for ad-hoc

queries



[ Quarterly Forecasting/1 Year Planning

*Green requires input

**Blue is calculated or

actual value



[ 5 Year Planning



[ Top 4 Benefits Since Go Live

Improved response time (20 min to 20 sec)

Excel interface (ease of use, printable)

Finance owned reports and security with natural

work group

Achieve a value-added shift in resources to supportstrategic decisions

25

Quote from a finance power user: “We found a few cases

where BPC did not agree with our legacy reporting. After

careful evaluation, it turned out that BPC was actually correctand the legacy system was wrong.”

http://www.google.com/imgres?imgurl=http://www.eastangliahypnotherapy.com/imgs/Goals.jpg&imgrefurl=http://www.eastangliahypnotherapy.com/weight-loss-self-hypnosis-mp3.html&usg=__NVb_znBh1V0YaYizLMIcgfry-ME=&h=300&w=400&sz=74&hl=en&start=39&zoom=1&tbnid=rNh1XXdT9ONbNM:&tbnh=93&tbnw=124&prev=/images?q=free+images+goals&start=20&um=1&hl=en&sa=N&tbs=isch:1&um=1&itbs=1



[ Top Challenges

Business Script logic complexity

Data Extraction, Transformation, and Load

Refresh downtimes ( 1 hour x twice/day)

Change control Governance vs. end user flexibility



[ Next Steps

Initiative Expected Project Start Expected Go-live

Upgrade to SAPBusinessObjects Planning and

Consolidation 7.5, version for

Microsoft and SQL 2008

Q2, 2011 Q3, 2011

Watch SAP BusinessObjects

Planning and Consolidation,

version for SAP NetWeavermigration opportunity

1H, 2011 ?

Expand dashboards and

number of end users

In progress Q2, 2011

SAP Crystal Reports & SAPBusinessObjects Explorer

2H, 2011 Q4, 2011




[ Resources

Landing Page customization for SAP BusinessObjects Planning and

Consolidation

Send an email to [email protected]

http://www.sdn.sap.com

SAP Developers Network (Now called SAP Community Network – SCN)Specifically the forums for Business Planning and Consolidations, version

for the Microsoft Platform https://websmp105.sap-ag.de/message

SAP Notes – Application Area: EMP-BPC-MS*

http://www.sap-press.com/products/SAP-BusinessObjects-Planning-and-Consolidation.html

Sridhar Srinivasan and Kumar Srinivasan, SAP BusinessObjects Planningand Consolidation, SAP PRESS, ISBN: 978-1-59229-239-4

28




[

29

Key Learnings

Establish a cleansed “single source of data”

SAP BusinessObjects Planning and Consolidation canbe built and owned by Finance

SAP BusinessObjects Planning and Consolidationcustomizations can be done effectively

Plan extra time for script logic and dataextract/transform/load

Implement small projects vs. big bang

Form a natural workgroup with power users

Add controls to monitor and validate accuracy



[

] Thank you for participating.

SESSION CODE: 1910

[email protected] & [email protected]

Please remember to complete and return your

evaluation form following this session.

For ongoing education in this area of focus, visit www.asug.com.

mailto:[email protected]

mailto:Alison%[email protected]

mailto:Alison%[email protected]

mailto:[email protected]

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1910 Business Planning and Consolidation Case Study

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