Business Planning Jumpstart – Conversation Starters

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL

Topics we’ll cover

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 2

•  A bit of BPC History… •  Common Pitfalls •  Open Discussion

Agenda

•  BPC, How it Came to Be •  Common Pitfalls •  Q&A – Open Discussion

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 3

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

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 ++

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

What do most companies use today?

Source: SAP

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

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

Agenda

•  BPC, How it Came to Be •  Common Pitfalls •  Q&A – Open Discussion

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 12

Integration •  BPC Microsoft Integrating into SAP •  BPC as an Add-On to SAP BW •  Data Model Concepts Vary

–  Thinking IT vs. Thinking Business

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 13

Real-­‐Time  InfoCube  

InfoCube   DataStore  Object  

Aggrega:on  Level  

Mul:Provider  

DataStore  

Planning  Layout  

Example  of  a  possible  data  model  

Performance •  Most Common Problem in SAP BPC Space

–  Is it the products fault? •  What Configuration Impacts Performance? •  How to deal with the Performance Risk?

–  What do we need to look at? –  Where in the solution can we go for help?

•  TruCloud for BPC Performance –  Remove Bottlenecks –  Remove Organizational Constraints

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 14

What BPC Config Matters •  In BPC, version for SAP NetWeaver MDX is not optimized

–  Try to avoid leveraging Dimension Member Formulas when possible •  Default logic/write-back BAdI extensions

–  Every element added to either default logic or the write-back BAdI will cause additional overhead felt by the end user

•  Work status settings –  The number of dimensions specified will increase the number of entries

in the work status locking tables •  Dimension size — Number of members/hierarchies

–  The amount of members in a given dimension will effect the amount of time that it takes to:

•  Change your context •  Login

•  Audit – Data Audit –  Can cause enormous overhead

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 15

Reviews – Know what’s going on…

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 16

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

Formula for Implementation Success

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 17

Key success factors for BPC implementations:

ü  Product Expertise ü  BPC Domain Expertise

ü  NetWeaver Domain Expertise?

ü  HANA Expertise?

ü  ERP Expertise?

ü  A structured Project Delivery using Best Practices ü  Method-based Scoping and Implementation efforts

ü  Blueprinting

ü  Project Quality Assurance

Agenda

•  BPC, How it Came to Be •  Common Pitfalls •  Q&A – Open Discussion

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 18

DEMOS

Q& A

?

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 20