2. In This Session ...
• We will introduce BPC
• We will discuss CPM
• We ill
W will cover when is it an appropriate time strategically t
h i i t ti t t i ll to
migrate from BI Integrated Planning to BPC (BPC 5.0)
• We 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
1
3. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
2
WRAP UP
4. What is BPC?
SAP Business Planning and Consolidation, version for SAP
NetWeaver is a robust planning and consolidation application that
can meet all of your budgeting, planning, consolidation, and
t ll f b d ti l i lid ti d
reporting requirements. It supports the full array of top-down and
bottom-up financial and operational planning needs as well as
consolidation processes necessary to ensure the smoothest, most
timely financial close p
y possible — all through a single application. As
g g pp
a result, you gain the confidence to meet increasingly stringent
regulations and reporting requirements across the globe.
3
5. CPM-BPC
• Typically, CPM covers 5 key areas:
Strategy Management (Strategic Planning, Initiatives, etc.)
B d ti /Pl
Budgeting/Planning
i
Financial Close/Consolidation
Forecasting
Financial Reporting & Analysis
Performance Reporting (
p g (Profitability, Dashboarding,
y, g,
Scorecarding, etc.)
CPM is an umbrella term describing the methodologies
methodologies,
metrics, processes and systems used to monitor and manage
an enterprise's business performance“
Lee Geishecker
Former Research Director, Gartner
4
6. 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
level of detail
Detailed Revenue/COS planning
Detailed Headcount plan (employee level detail or higher)
Detailed Expense plan
Detailed Capital Expenditure plan
Balance Sheet/Cash Flow plan
Allocations/Corporate Adjustments
Various Overhead Allocations
V i O h d All ti
Adjustments to bring Bottom up plan in line with Top Down Targets
Consolidation/Reporting
Consolidate, eliminations, etc.
Distribute budget reporting package(s)
5
7. The Keys to CPM-BPC Evaluations
Almost always a Finance led decision
Ease of use
Ability to be i t i d/
Abilit t b maintained/managed b Fi d by Finance
Excel hell
High user adoption
Short deployment timeframe
Ability to interface with multiple systems ( , Data Warehouse,
y p y (GL, ,
Legacy Systems, etc.)
Fast consolidation time
Secondary Concerns:
In line with IT standards/strategies
6
8. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
7
WRAP UP
9. 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
inter company
Site Submission
Data Load from GL (includes mapping into standard CoA, etc.)
May require manual input for some subsidiaries
Supplemental information (Rollforwards, Headcount, etc.)
S f ( f )
Consolidation
Complex ownership and various consolidation methods
Automatic eliminations & adjustments
j
Reporting & distribution
8
10. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
9
WRAP UP
11. 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
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
10
12. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
11
WRAP UP
13. Performance Reporting
Encompasses a wide variety of reporting needs
Report Books/Packages
Crosses business processes (F
C b i (Forecast vs. Actual)
t A t l)
Extensive ad hoc requirements
Dashboarding & Scorecarding
Where does SAP BPC do well?
Ad hoc reporting
p g
Basic metrics management & reporting
Production report creation & distribution
Where does SAP BPC not do well?
Balanced Scorecarding
ABM (A ti it Based Management)
(Activity B d M t)
12
14. Areas of Consideration
SAP BPC plays well:
User experience
E
Expanded CPM competes
d d t
Excel intensive existing processes
Excel automation
ERP optimization
13
15. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
14
WRAP UP
16. Lets compare BI/IP vs. BPC
SAP Business Planning and
SAP NetWeaver Consolidation 7.0, version for SAP
BI-Integrated Planning NetWeaver
Owned and managed by IT Owned and managed by Business
Microsoft Excel-based analysis features Self-service-reporting and analysis with
complete Microsoft Office integration
Data Warehouse-centric Agile planning processes driven by end
g p gp y
users
Standardized hierarchical planning
processes managed by IT Unified planning and consolidation
Engine-based approach Application based approach
15
17. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
16
WRAP UP
18. BPC vs. IP- Architecture
SAP BPC
BI/IP
Planning
Consolidation
Reporting
17
19. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
18
WRAP UP
20. BPC User Experience
Unified
No integration between applications = less costly implementation
No integration = less costly, less time consuming maintenance
Simple administration = finance owned saving IT $$ & time
19
22. BPC- Training
Leverage existing skill set (MSFT Office) =
less training time & $$
High user adoption = Increased ROI vs.
products that quickly sit on shelf
Users spend time on analysis vs. time
figuring out how to accomplish tasks in
f
the application
21
23. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
22
WRAP UP
26. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
25
WRAP UP
28. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
27
WRAP UP
33. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
32
WRAP UP
34. 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.
OTHER AVAILABLE
BPC for Office allows user to collect the data , build INTERFACES
And distribute reports, perform real time analysis, and
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
33
37. 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
ApShell Performance xls contains a section called TOC, which provides an index of the
TOC
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.
36
40. Starting BPC for Word & Power Point
• You start BPC for Word from Starting BPC for PowerPoint
the OutlookSoft for Office You start BPC for PowerPoint
Launch page.
page from the BPC for Office Launch
• After starting BPC for Word, page.
y
you can start using it by
g y After starting BPC for
g
making a selection from the PowerPoint, you can start
action pane. You can also using it by making a selection
use the OutlookSoft for Office from the action pane. You can
pane
Toolbar to perform tasks. also use the BPC for Office
• To start BPC for Office Toolbar to perform tasks.
• From the BPC for Office
Launch page, select BPC for
Word.
Word
39
41. BPC System Reports
Business Planning and Consolidation (BPC) system reports are
predesigned web reports that allow you to report on system
information and activity.
i f ti d ti it
You can report on:
• Activity audit information
• Securityy
• Comments
• Data audit information
• Work states
40
42. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
41
WRAP UP
43. Migration
Question:
• When would you recommend SAP Business Planning and
Consolidation?
Answer:
• 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
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.
42
44. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
43
WRAP UP
45. 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
phases
• Have a Project Plan in place
• Use 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
environment
• Have controls in place to curb scope
• Get support from project sponsors
pp p j p
• Communication is the key
44
46. IP to BPC Migration Steps
1. Migrate BI Cubes for BPC
2. Utilize Business Content
3. Utilize BPC Customizable Templates
4.
4 Use EVDRE for Formatted Reporting
5. Build BPC Security
6.
6 Build Business Flow
7. Test
IP & BPC can run concurrently
y
45
47. Steps in creating Planning Application in BPC
1 2
Task Task
Create Application Load Data
Interface
3
Interface
Excel Task
Admin Console
(Data Manager)
( g )
Create Input Schedule
Interface
Excel (Planning)
E l (Pl i )
5 4
Task Task
Define planning Define planning rules
functions
Interface Interface
Admin Console (Server
Excel (VBA)
Logic)
46
48. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
47
WRAP UP
49. Do not forget!
• BPC has its own security
• Even though you are leveraging NetWeaver technology and BI
cubes,
cubes there are business processes that are around the data
before you query on it
• Training, though minimal still needs to happen
48
50. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
49
WRAP UP
51. Going Forward
SAP NetWeaver BI-IP will receive SAP Business Planning and
further enhancements as a Consolidation, version for SAP
platform NetWeaver is an application
A platform provides services such as
It already utilizes some of the services available
locking, write-back etc
in BI-IP (ex. concurrency locking)
BI IP
Services for aggregation levels, filters, etc.
There are no plans to use all services from the
are available
BI-IP platform - only those that are relevant for
Today, BI-IP provides UI services (ex. the SAP Business Planning and Consolidation,
integration to BEx Analyzer and BEx Web version for SAP NetWeaver application (ex. no
Analyzer) plans to introduce the services for aggregation
All planning projects built on BI-IP are levels)
custom d l
t development projects utilizing
t j t tili i Other planning applications from SAP may utilize
these services - implementation is from similar or different services from the BI-IP
the ground up planning platform (ex. state and local
g
government budgeting in North America and
g g
merchandise assorted planning)
50
52. What We’ll Cover …
• What is CPM BPC
CPM-
Financial Close/Consolidation
Forecasting
Performance Reporting
• BPC vs. IP
Architecture
User E
U Experience
i
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
p
Going Forward
Time Strategy
51
WRAP UP
53. Time Strategy
SAP NetWeaver SAP Business Planning and Score
Time category Score
BI Integrated Planning 7.0 Consolidation 7.0 BPC
Effort for typical minor investment, slightly more
minor investment
installation steps to be done
Duration of relatively high
relatively low (compared to BI-IP)
implementation (compared to BPC)
Planned Go-Live date available with Ramp-Up mid of
available today
(
(customer)
) September 2008
p
Maintenance cycle medium cycle times short cycle times
Support (application
IT or power user in biz dept. Mainly by biz. dept
management)
Training effort for low in case of existing MS Excel
medium effort
administrator and users knowledge
Processing duration at
Fine excellent
data input
52
54. 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 you are planning to implement SAP N tW
l i t i l t NetWeaver BI I tIntegrated Pl i
t d 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 NetWeaver
7.0,
SAP NetWeaver BI Integrated Planning may be considered in specific cases
State and Local Government Budgeting in North America
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 Business Planning and Consolidation, version f SAP NetWeaver already uses
B i Pl i dC lid ti i for N tW l d
some of the services available in BI-IP and will increasingly leverage relevant BI-IP
services over the course of our roadmap
53
55. Resources
http://help.sap.com/content/documentation/sbu/index_bu.htm
SAP Help has information on all releases of BPC
http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49A5
B2E2BD32450CB2D1/frameset.htm
BPC Application Help
http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49A5
B2E2BD32450CB2D1/frameset.htm
BPC for Office Help
f Offi H l
http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49A5
B2E2BD32450CB2D1/frameset.htm
BPC System Reports Help
54
56. 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
resource
• BPC utilizes MS not Microsoft Look & Feel but actual MS products
• BPC is much more flexible that IP
• BPC requires little training
• BPC is the future of Planning & Consolidation
g
55
57. Your Turn!
How to contact me:
Anna Vladi
annavladi@lzar.com
56