An expert guide to migrating from the SAP NetWeaver BI integrated planning tools to SAP Business Planning and Consolidation

1. An expert guide to migrating
from the SAP NetWeaver BI
f th N tW
integrated planning tools to
SAP Business Planning and
g
Consolidation
Anna Vladi
LAZAR Consultants
© 2009 Wellesley Information Services. All rights reserved.

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

21. IP User Experience
Too many layers
20

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

24. IP- Training
Proprietary knowledge can not be
obtained without specific Training
bt i d ith t ifi T i i
23

25. Solution
24

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

27. BPC Functions in Depth: Initiating Budget Report
26

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

29. BPC – Budget Report in Excel
28

30. BPC Reports: Dashboards
Activities
Panel
29

31. BPC Reports: Regulatory
30

32. BPC Reports: Financials
31

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

35. Understanding BPC for Excel
34

36. Understanding Toolbars
DATA MANAGER TOOLBAR
JOURNAL TOOLBAR
35

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

38. BPC- Creating Book Template (cont.)
37

39. BPC- Creating Book Template (cont.)
38

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