next-generation planning &...
TRANSCRIPT
Next-Generation Planning & Analysis
Christopher Kaszelik
• Recognised thought-leaders in Performance Management and Business Intelligence
• Bluetree’s unique advantage is the perfect blend between advisory and implementation
• Our first language is Finance• Specialists in Finance and Accounting as well as IT
• Implemented 100+ Performance Management and BI projects• 30+ successful large scale SAP BPC projects
• SAP implementation partner with certified BPC, BW and HANA consultants• Preferred implementation partner in large scale finance transformation projects
• Based in Sydney & Melbourne: Servicing Australia, Asia and New Zealand
Not to be distributed2
Bluetree Overview
Aust. Energy Producer and Retailer (ASX 200)SAP BPC 10 NW and BO ReportingPlanning and Reporting
Real Estate (ASX 200)SAP BPC 10.1 Embedded on HANAPlanning and Consolidation
Global EntertainmentSAP BPC NW on HANA, BO Reporting and BO DataServices
Not to be distributed3
Australia's Largest Health Insurance provider (ASX 200) SAP BPC 7.5 NWPlanning, Enhancements and support
2nd Largest Iron Ore miner globallySAP BPC 7.5 and 10 MSPlanning and Support
Education Treasury and Planning Model
Sample projects and industry focus
GOVERNMENTENTERTAINMENT
Challenges for Finance Departments
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CFO’s New RealityBecoming a Live Business in a Digital World
Increasing complexity
of external conditions
Pressure to support
global growth
initiatives
Requirement to reduce
the cost of financeAccelerated adoption of
technology innovations
Digital work style
enabled by networks
and mobility
Explosion of Big Data
Source: SAP AG
CFOs have spokenFinance executives believe that the future success depends on making better use of technology
Adapting to the
rapid pace of
change and
greater business
complexity
85%
Translating data into
swif t and decisive
action
84%
Instantaneous access to a
unified, comprehensive, and
fully up-to-date set of
f inancial and performance
data
77%
Making
effective use
of big data
75%
“Over the next five years, my company’s success wi l l increasingly depend on...”
CFOResearch 2015
Source: SAP AG
Enterprise
Performance
Management
powered by SAPThe next generation of EPM
7
8
Enterprise Performance Management (EPM)
3x
Best Run Finance
Organizations have…
Lower finance cost as percentage
of revenue for top quartile
organizations versus bottom
quartile organizations
76%Higher operating margin where
financial systems provide historical
and forward-looking views into
financial and operational performance
Source: SAP Benchmarking Services
ACTION
INSIGHT
DECISION
EF
FIC
IEN
CY
EF
FE
CT
IVE
Performance
Management
Strategy
Plan
Analyze
Optimize
Close
Disclose
SAP Solutions for EPM
Strategize and plan
SAP Strategy Management 10.1
SAP Business Planning and Consolidation 10.1
SAP BusinessObjects Cloud
Analyse and optimize
SAP BusinessObjects Cloud
SAP Business Planning and Consolidation 10.1
SAP Profitability and Cost Management 10.0
Close and disclose
SAP Business Planning and Consolidation 10.1
SAP Financial Consolidation 10.1
SAP Disclosure Management 10.1
Source: SAP AG
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Enterprise
Performance
Management
Planning
Strategy
Analytics
Model
Close
Generic
Audit Trail
Journals
Integration
Translation
Inter
company
Ownership
Text
Data
Starterkit
Web UI
MS
Office
Master
data
Controls
Workflow
Planning
Functions
Off Line
Work
status
Driver
based
calc.
Mobile
Book
Publishing
Dashboard
Disclosure
Self
Service
Drill
Through
Streamline planning and
achieve a faster, more accurate
close with SAP BPC
Spend more time growing your
business and less time closing the
books – with SAP Business Planning
and Consolidation.
• Unified
• Comprehensive
• Integrated
• Easy to Use
• Transformational
Allocation
Strategy
Maps
KPI
Initiatives
Dashboard
Multi
dimensionEnd User
Modeling
SAP Business Planning and Consolidation (BPC)
SAP BPC History4.3 MS Release
5.1 MS Release
7.0 MS Release
7.5 MS Release
10 MS Release
10.1 MS Release
7.0 NW
7.5 NW Release
10 NW Release
10.1 NW Standard
10.1 NW Embedded
Based on BW-IP
framework
BPC Standard
• Full feature Planning and Consolidation tool based on BW and supported on HANA
• Designed for flexibility and to be administered by business users
• Requires its own BW namespace and its own cubes
• Uses an account model• Single key figure
• Front-end: EPM Add-In
• Targeted for business users and flexibility
Case Study: BPC/BW move to HEC
• Client moved BW and BPC from on-premise (Non-HANA instance) to HEC
• This was initially executed as a cost saving exercise, not a performance enhancement
• Significant Performance Improvements• Report response times have reduced from minutes to seconds • No need for further performance tuning
• Financial load times have reduced dramatically • 40 mins - 2.5 hours to under 10mins
• Non-disruptive deployment • Migrated in under two weeks
• The real-time nirvana was always a dream, now actually close to it
• The power of this has opened up new opportunities which is an exciting challenge for the client to re-imagine how they can reach the full potential with the power of their data
BPC Embedded
• Released with BPC 10.1
• Leverages BW-IP logic, taking advantage of native BW Cubes
• Offers Planning Application Kit (PAK)• BW-IP optimised for HANA
• Multi key figure model
• BPC Standard functionality becoming increasingly available and mature
• Front-end: Analysis for Office
• Leverages IT centric EDW model with BPC business oriented features
BPC Optimized for S/4
• BPC Embedded on BW Embedded in S/4HANA • Only available with S/4HANA, runs on BW Embedded
• Enables the financial planning capabilities provided by SAP BusinessObjects Planning and Consolidation to be seamlessly integrated in S/4HANA user interfaces and workflows
• Replaces the current planning capabilities in SAP ERP • Pre-delivered planning functionality and templates thus decreasing implementation effort
• Functional content included with S/4HANA to allow for easier deployment
• Data replication between solutions will no longer be required
• Plans developed in SAP BusinessObjects Planning and Consolidation will be accessible in S/4HANA for variance analysis
• SAP BusinessObjects Planning and Consolidation will be able to access real time master data and actuals maintained in S/4HANA without replication
Content delivered with BPC optimized for S/4HANA?
S/4HANA includes templates that provide support for:
• Cost Center Planning
• Internal Order Planning
• Project Planning
• Profit Center Planning
• Cost of Sales Planning
• P&L Planning
• Market Segment Planning
• Liquidity Planning
• Balance Sheet Planning
Case Study:S/4 HANA Finance Transformation
• Consolidation of disparate systems into one SAP platform
• The ability to manage finance, forecasting, planning and analytics, service transaction, customerand employee within a single solution
• SAP tools utilised are SAP S/4HANA (Finance, Assets, etc.), SAP Ariba, SAP Cloud for customer, SAPLumira and SAP BPC Embedded
• SAP EPM (SAP BPC Solutions)• Finance
• Budgeting/Forecasting over set periods (short/long term) for determining Working Capital
• Detailed Profit and Loss, Balance Sheet and Cashflow
• Statutory Consolidation
• Operations
• Managing daily operations such as Commercial (Lease Level), Residential and Corporate (Headcount and Depreciation)
17Not To Be Distributed
SAP BusinessObjects Cloud
• Finance and other line of business professionals are envisioned to eliminate the complexity of planningprocesses and quickly integrate corporate and divisional plans
Source: SAP AG
• SAP BOC is a people-centric solution designed to help simplify financial planning and analysis and eliminates the need for different tools
SAP BusinessObjects Cloud (BOC)
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• Single platform for Planning and Analytics requirements
• Stronger together:Offers bidirectional integration with SAP BPC 10.1
Choosing the right solution
Key aspects to determine the best planning solution include:
• Existing SAP investment & roadmap
• Complexity of requirements• Functional
• Integration
• Scalability
• Nature of functionality• Planning vs Consolidation vs Analytics
Project insights
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Common Implementation Mistakes
• Wrong choice of tool - One size fits all mindset
• Inability to establish clear business case
• Lack of process understanding & detailed design
• Lack of clear stakeholders and executive support
• Resource commitments• Functional as well as technical
• Insufficient Training & Testing
• Inadequate Staffing of implementation team
Big Bang or Phased roll-out?
• EPM implementations should be considered as a journey and should be deployed in a phased manner to maximise the outcome
• The first phase of the roll-out should be out of the box solution leveraging RDS (Rapid deployment solutions)
• Generally the business users with traditional IT knowledge transition to the new platform. Once they have familiarised themselves with the tool, the remaining phases should be planned
• This approach will set up a constructive and collaborative environment for the subsequent solution requirement analysis and design phases
Sample Case Studies
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