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Best Practices for Mobilizing Finance with SAP and Deloitte


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To be competitive in today’s markets, responding quickly to customer inquiries is paramount. Converging economics with technology enables financial institutions to optimize their reach and streamline and automate their workflows so they can respond to customers faster than ever.

Finance mobile apps not only improve organizational performance but also provide innovative ways to connect and interact with customers.

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  • 1. Social MediaWe want to hear from youT (SAP Mobile)© 2012 SAP AG. All rights reserved. 1
  • 2. Webcast HighlightsParticipate in today’s TweetChat about mobile app development #MobileInsightsSAP Mobile Insights Webcast Series Sense Thought Leadership Series (webcasts & white papers):
  • 3. Best Practices for Mobilizing Financewith SAP and Deloitte
  • 4. Legal disclaimerThe information in this presentation is confidential and proprietary to SAP and may not be disclosed withoutthe permission of SAP. This presentation is not subject to your license agreement or any other service orsubscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in thisdocument or any related presentation, or to develop or release any functionality mentioned therein. Thisdocument, or any related presentation and SAPs strategy and possible future developments, products andor platforms directions and functionality are all subject to change and may be changed by SAP at any timefor any reason without notice. The information in this document is not a commitment, promise or legalobligation to deliver any material, code or functionality. This document is provided without a warranty of anykind, either express or implied, including but not limited to, the implied warranties of merchantability, fitnessfor a particular purpose, or non-infringement. This document is for informational purposes and may not beincorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, exceptif such damages were caused by SAP´s willful misconduct or gross negligence.All forward-looking statements are subject to various risks and uncertainties that could cause actual resultsto differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in makingpurchasing decisions.© 2012 SAP AG. All rights reserved. 4
  • 5. Today’s PresentersPete GrahamDirector, Finance Solutions and Mobility, SAP LabsChristopher DinkelIT Leader, Analytics and Reporting Studio, Deloitte ServicesJeff EberhartSpecialist Leader, Deloitte Consulting LLP© 2012 SAP AG. All rights reserved. 5
  • 6. Adoption of mobility in businessUsers adopt mobility Mobility in business Bottom line impact 5 billion mobile devices  1.2 billion mobile  33% of BI functionality will currently in use workers by 2013 be consumed via mobile 90 million tablet users  46% of enterprises  60% growth in expected in US by 2014 support personal devices collaboration by 2013© 2012 SAP AG. All rights reserved. 6
  • 7. The decision making revolution is nowThe opportunity with mobile finance Enable real-time Mobilize enterprise Increase enterprise decisions information productivity Strategic | Operational | Collaborative© 2012 SAP AG. All rights reserved. 7
  • 8. How can mobile transform finance? Get valuable financial insights anytime, anywhere Accelerate key process cycle times and eliminate approval bottlenecks Reduce financial risk by responding in real time Increase operational efficiency and finance productivity Maintain better control of key performance indicators, including revenue and margins© 2012 SAP AG. All rights reserved. 8
  • 9. A day in the life of a finance executive 11:00am 1:00pm Analyze P&L in Review largest opportunities light of strategic for closing in the current priorities quarter 10:00am 2:00pm Discover most Analyze the critical profitability of performance current risks/ opportunities opportunities 4:00pm 7:00am Collaborate toReview company news analyze risk related to and announcements access policies © 2012 SAP AG. All rights reserved. 9
  • 10. A day in the life of a department manager 11:00am Approve payment to 1:00pm strategic vendor Review capital project plan 9:00am Review 3:00pm departmental Review team budget and performance exceptions 8:00am 5:00pm Receive key alerts Approve team members’ from team expense reports members© 2012 SAP AG. All rights reserved. 10
  • 11. A day in the life of an employee 12:00pm Capture receipts related to customer visit 10:00am Verify credit and payment history of 12:00pm customers Submit travel expense report for customer visits 7:00am 4:00pm Review news Collaborate withabout customers colleagues on work prior to daily streams for follow-up meetings demos © 2012 SAP AG. All rights reserved. 11
  • 12. Key requirements to mobilize finance Secure Seamless Personalized Real Time Collaborative© 2012 SAP AG. All rights reserved. 12
  • 13. Best Run mobile CFO visionKPI Initiatives, Understand Benchmark Deliver Superior Enable customer creditComparisons Corporate Service at Sales and payment Strategy Reduced Cost history Outperform Financial Objectives and Create Sustainable Value Vendor Planning, paymentsProfitability Manage Financial Performance Spend Travel expenses . Capital CFO projects Real time expense Analysis GRC insights Ensure Regulatory Compliance and Compliance and Effective Risk Policy Tracking Management © 2012 SAP AG. All rights reserved. 13
  • 14. Best Run mobile apps to support the CFO vision The broad range of empowerment through mobile SAP Customer SAP Strategy Financial Fact Management Enable Sheet Deliver Superior Corporate Sales SAP Receivables Strategy Service at Manager Reduced Cost Outperform Financial Objectives and Create SAP Payment Sustainable Value SAP CO-PA Approval Accelerator SAP Travel SAP EPM Manage Receipt Capture Financial OnDemand for Spend SAP Travel Performance real-time profit Expense Approvaland loss analysis SAP Working . SAP Travel CFO Expense Report Capital Management* SAP EPM OnDemand for capital project planning SAP RealSpend Analysis GRC SAP EPM OnDemand for SAP GRC Access Ensure Regulatory expense insight Approver Compliance and SAP Net Margin Effective Risk Analysis SAP GRC Policy Management Survey SAP Sanctioned- * Planned Party List © 2012 SAP AG. All rights reserved. 14
  • 15. SAP RealSpend Value Added for Customer VALUE Manage budgets effectively Spend strategically by analyzing and benchmarking spending data Identify expense issues immediately DESCRIPTION Context/Use Case Get an overview of expenses across multiple departments, expense types and internal orders Communicate spend decisions Collaborate on potential spend issues View contextual alerts and explanations Drill down to line items© 2012 SAP AG. All rights reserved. 15
  • 16. SAP Customer Financial Fact Sheet Value Added for Customer VALUE Increase sales insight Improve order processing times Accelerate invoice dispute resolution Decrease call volume for accounting back office DESCRIPTION Context/Use Case Receivables outstanding & overdue Dunning information / customer payment behavior Customer credit information Resend invoices Record promises-to-pay and invoice disputes© 2012 SAP AG. All rights reserved. 16
  • 17. SAP Travel Receipt Capture Value Added for Customer VALUE Increase employee productivity by reducing administrative tasks Eliminate the need to manually sort through receipts and scan them into the system after the completion of a trip DESCRIPTION Context/Use Case Create travel expense entry Capture receipt photo for an expense Record voice note of an expense Send expense entry and attachment(s) to server© 2012 SAP AG. All rights reserved. 17
  • 18. SAP Strategy Management Value Added for Customer VALUE Implement a strategy across the organization that is aligned and cascaded to all levels Manage goals, initiatives and metrics to drive organizational performance DESCRIPTION Context/Use Case Review organizational performance Initiate corrective action Respond to alert and status updates Participate in threaded discussions related to organizational performance© 2012 SAP AG. All rights reserved. 18
  • 19. SAP EPM OnDemandReal-Time Profit and Loss Analysis Value Added for Customer VALUE Empower employees with accurate cost and profit information for their own activity perimeter Speed up analysis of performance drivers for better informed business decisions accessible on any device Leverage the latest P&L modeling solution working in real time and in the cloud DESCRIPTION Context/Use Case Get instant insight into all levels of the P&L Analyze margins at the most granular level Leverage SAP ERP as the data source Easy access at anytime from anywhere© 2012 SAP AG. All rights reserved. 19
  • 20. SAP EPM OnDemandExpense Insight Value Added for Customer VALUE Empower department managers to understand details on expenses and take corrective action Visibility into expense line items details and trends in real time and on any device Real time access to actuals leveraging SAP HANA Application Cloud DESCRIPTION Context/Use Case Analyze expense details on any device Identify and dispute incorrect expenses Leverage SAP ERP as the data source Easy access at anytime from anywhere© 2012 SAP AG. All rights reserved. 20
  • 21. Mobile StrategyOctober 2012
  • 22. Key Observations and TrendsMobile Apps Continue To Be At The Center of Productivity Innovation • Hybrid* apps are gaining traction, while native app dev is still strong. Mobile Technologies • HTML5 rapid development tools are on the rise. • Mobile BI is going mainstream. • Development organization went through HTML5 training. ITS Internal Capabilities • Piloting iOS, Android, and Blackberry hybrid containers. • Some internal mobile app are already using HTML5 and are hybrid. • iPhone dominates at 63% and trending up. Internal Device Landscape • BlackBerry accounts for only 13% and dropping steadily each month. • iPads account for 15% and trending up. • 40+ mobile apps in our internal App Store. Internal Mobile Apps Metrics • 61,000 app downloads. 170,000 usage/transactions per month. • Mobile Time is the highest used app, following by DNET and DU.* Hybrid mobile app is a cross-platform (HTML5 and jQuery) app that resides in a native device container,allowing it to interact with a device and be downloadable from app store23 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 23. Mobile TechnologiesHybrid Apps, HTML5 Tools, and Mobile BI A hybrid app is a native, downloadable app, that runs some of its user interface in an embedded browser To the end user, a hybrid app is almost indistinguishable from a native one—yet, there are some shortcomings in the ―feel‖ (somewhat slower responsiveness and stickier transitions) Mobile apps that use Web technologies are easier to build and deploy on multiple platforms From a business perspective, it makes a lot of sense to adopt HTML5 as early as possible  Roambi Analytics transforms reports, spreadsheets, and data Into Secure and Immersive Analytics on iPhone, iPad, or Blackberry  Roambi Flow is a technology that allows for the combination of Analytics and Analysis in a single interface Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 24. Internal Device LandscapeiPhone Dominates the Majority12-Month Change iPhone: 23,900 32,200 ( 35%) BlackBerry: 12,300  6,400 (-48%) Win Mobile: 2,800  1,600 (-42%) October 2011 March 2012 September 2012*iPhone 23,900 53% 29,700 61% 32,200 63%Blackberry 12,300 23% 7,700 16% 6,400 13%Windows Mobile 2,800 6% 1,600 3% 1,600 3%iPad/iPod 4,600 10% 6,100 13% 7,400 15%Symbian 1,400 3% 1,200 2% 1,000 2%Android 1,900 4% 2,100 4% 2,200 4%webOS 400 1% 100 <1% 0 0%Total 45,300 48,500 50,800* As of August 31, 2012 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 25. Enterprise Application Catalog Web Application Catalog  BB Applications Install  OTA installation of Native iOS Deloitte Apps  Used by Deloitte Consulting to distribute the applications for demo and practitioners Deloitte Apps  Over the Air installation of all iOS Deloitte Applications  Integrated Platform Assurance  Device ID, User and Device Lock verification  Unauthorized Deloitte Applications Access prevention  Integrated security for the application install  Versioning  Rich client experience Available in Production 26 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 26. Mobile DeloitteNet  DeloitteNet Mobile allows you to access to some of our most popular capabilities (such as DTE time entry, D Street, and News) anytime, laptop required! Features included in this initial release include:  Alerts – view DeloitteNet alerts and receive push notifications  Client search – search for information on Deloitte clients  D Street – search D Street profiles, add colleagues, call, e-mail, or get office directions  Microblog – post updates and upload pictures to your My DeloitteNet activity stream  News – get all of the day’s top stories  Time Entry – add / update / delete time entries in DTE  Time Off – enter your PIN to view your available PTO and upcoming holidays  Videos – view featured videos on demand Available in Production 27 27 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 27. I Want To Be  Recruiting Application  Hosted in Apple App Store  Helps the candidate to create a personal brand statement that sums up strengths and skills, and gives others a powerful first impression  Answering a few simple questions about the candidate to meet professionals at Deloitte with similar interests  Allows the candidate positioning themself for success  Small gaming  iTunes gift cards for the winners Available in Apple App Store 28 28 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 28. Native iOS DTE  Application is written in Apple Native code  Leverages native iOS functionalities and controls  Using the DTE proxy layer used by DeloitteNet Mobile  Provides native rich user experience in Time Entry system  Client side validations  Table groupings to present organized data  Faster loading compared to Mobile DeloitteNet Available in Production 29 29 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 29. Approvals  Sync all Deloitte approvals tasks into a central Approval Hub repository  Simplify and streamline the approval process for partners.  DC Pricing model Approvers can view unapproved yet tasks, approve and reject tasks  “Approvals” System will sync all system tasks and its statuses - Approvals flow back to the system of record. Available in Production 30 30 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 30. Location  Location based Tax Jurisdictions  Ability to add the Tax Jurisdiction to the DTE Preferences  Ability to view the location in Google Maps  Intelligent Tax Jurisdictions suggestions based on County, State, City and Country Available in Production 31 31 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 31. CEO Pulse  The iPad app is used by Deloitte CEO to access all the needed information to manage day-to-day routine and access financial data  The CEO team is using a Web App interface to input and manage all the data  The app features following modules:  Daily Planner:  To Do  Meetings  Travel  News  Additional functionalities include:  Executive Briefing  Automatic sync of entries and attachments  Financial Reporting  Over 1,200 financial report views  Secure data transfer  Encryption mechanism  Platform assurance Available in Production 32 32 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 32. Edge  Native iPad application for Deloitte Practitioners  Modules include  Travel  News  Meetings  Performance  DocBox for Document sharing  Able to receive/view meeting and general purpose documents.  Enables effective use of Administrative Assistant via Web App (shortly will be Outlook Add-in)  Integrated with multiple external APIs for data  Google  LinkedIn  TravelPort  SAP  Factiva Available in Production 33 33 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 33. D Financials  Charting service and iPad modules are decoupled from CEO Pulse  Charting data can be consumed by any systems by subscribing to the Charting Master data  Individual security model allows to restrict the data at the Deloitte function level  AD group restricts the synchronization data for the display in iPad Will be available in Deloitte AppCatalog June 2012 34 34 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 34. Heisman Trophy  320 and UP framework  Richer, More Attractive Look  Cross-browser Support  Mobile Device Ready  Smart Phones / iPhone  Tablets / iPad Available in Production 35 35 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 35. Ideas On the Table Practitioner Productivity Business Process  GSS Availability Confirmation  DCS Workflow Tracking  DTE Cash Expense Tracking  Business Performance Dashboard  DTE Quick Credit Buffer Processing  Client Dashboard  Deloitte Office Maps & Ofiice Locatior  iPad Proposal Presentatinos  Password Reset  iPad Quals Browser  Service Hours Summary  DPS Inbox  My Compliance Dashboard and Notifications  DESC Restrictied Entity Search  TSS Apointment Scheduling  Request for Payment  My PayStatement  eLearning and DLC  Help Me (call center) – submit, review tickets Innovation Other  PDA DU App with Augmented Reality Features  Career - Job Openings Browser w/ suggestions  iPad DU Survey with Avatar Features  Government Labs Application to Showcase  PDA Search with Siri voice dictation features their Thoughtware  Alerts via iOS 5 Notification Center  Eminence App (internal and external)  Trips and Reservations via TravelPort/BCD  Meeting App - (PPD, Industry, etc.) with Agenda, Presenter Bios, Area information,  Quick Access PDA Printing Feedback, CPE registration, Polling, Attendees  Conference Dialer36 Copyright © 2012 Deloitte Development LLC. All rights reserved.
  • 36. About DeloitteDeloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network ofmember firms, each of which is a legally separate and independent entity. Please see for a detaileddescription of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attestclients under the rules and regulations of public accounting.Copyright © 2012 Deloitte Development LLC. All rights reserved.Member of Deloitte Touche Tohmatsu Limited
  • 37. Part business, part creative, part technology. One hundred percentdigital. From strategy to delivery, Deloitte Digital combines cutting-edge creative with trusted business and technology acumen todefine and deliver tomorrow’s digital business, today.Deloitte Digital
  • 38. Our offeringsWith Deloitte Digital, the full circle ofcreative business technology for theenterprise is complete. Our offerings startand end with your business goals.Whether you need a strategy, mobile,social, web, digital content, or digital ERPsolution—or any combination of those—we can work together to create a winningdigital portfolio.Deloitte Digital 39
  • 39. Viva La RevolutionDeloitte Digital 40
  • 40. Adoption of mobility trendsThree Stages of Mobile:Companies enter the mobile space in three stages. Typically starting in the Bolt On stage, where thefocus is on quick wins and immediately usable mobile apps for low-hanging fruit work functions. Afterinitial successes, companies enter the Enterprise Everywhere stage, expanding their mobile reach tocover all the enterprise functions that can benefit from mobile. As they do this, companies realize theextreme benefits of mobile and find themselves seeking the Business Everywhere stage. Here, truebusiness innovation and differentiation is achieved, changing the way they run their business andintroducing new business models. Deloitte Digital 41
  • 41. Responsive Design Responsive design embraces a holistic approach to all screens, focusing on ease of design and development as well as improved and seamless user experiences. In responsive design, developers employ fluid grids, smart media queries, context-aware images and more to guarantee good UI on screens of different sizes and resolutions. Pages and layouts adjust on the fly, eliminating unnecessary and undesirable zooming and scrolling. • Flexible designs for best possible user experience across screens and devices • Support for multiple mobile devices without cost to development and engineering efforts • Support for rapid and agile development cycles, scrum teams, sprints, and live user feedback and testing Discovery Definition Creation Implementation • Identify Business needs • Prioritize & Document • Generate Wireframes & • Develop Screens • Competitive Assessment Business Requirements Functional Specs • Integrate with tech environment • Understand the brand • Generate Site Map • Create mock-ups & comps • Gather User Feedback • Explore Conceptual • Gather Content • Measure & Track performance DirectionsDeloitte Digital 42
  • 42. Mobile security risks• End users (including corporate executives) are • Lack of native encryption on devices, increasingly driving decisions around devices memory cards and at the OS level• Highly diverse mobile ecosystem due to multiple • Unauthorized and unapproved installation mobile OS’s and carrier specific implementations of applications by end users; control is• Lack of ―mobile-ready‖ support and operational challenging processes, infrastructure • Lack of mobile OS patching and update Operational• Lack of resources, skill sets and technical enforcement capabilities in-house • End users modifying device security controls, bypassing corporate controls Mobile Technology Legal & Regulatory Security & Data• Potential privacy issues due to Protection personnel activity, device use, Risks data exposure, etc.• Ethical and legal questions • Sophisticated and varying attack vectors around monitoring, device targeting mobile users and devices wiping, securing devices and Infrastructure & Device • Diverse mobile ecosystem can result in an data upon employee expanded attack surface/enterprise risk profile termination, etc. • Third party application vulnerabilities,• Regulatory requirements applications with questionable motives regarding e-discovery, • Remote wipe not a panacea — attempts monitoring, data archiving need frequently fail for lost and stolen mobile to be considered devices Deloitte Digital 43
  • 43. Our process.Deloitte Digital
  • 44. Fueled by studiosAgile methodologyThe fast-paced and constantlyevolving nature of digital technologynecessitates a working process thatis flexible and adaptable. We’vefound that an agile developmentmethodology provides an excellentdelivery process for early andongoing evaluation of quality and thecreation of cutting-edge software.Our small, highly-coordinated cross-functional teams release a workingbuild every sprint to ensure that theproject is never far off track from aproduction release as it evolves.Agile allows us to deliver finishedproducts that meet the needs ofusers and stakeholders.Deloitte Digital 45
  • 45. Igniting deliveryAgile methodologyDeloitte Digital offers the best of both worlds. Our clients arelooking for the agility and innovation of new methods. Butinitiatives are often dependent on traditional projects—longer-running, delivered via waterfall, and built upon existingtechnologies. We know how to bridge the gap—and to tailor forour clients’ specific needs.Deloitte Digital 46
  • 46. Start with pre-built solutionsCRM Sales and AnalyticsProvides an interactive experience and streamlined process that enablesimproved user productivity.Deloitte Digital
  • 47. Case studies.Deloitte Digital
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  • 51. Connected travel like never before. Alaska Airlines Alaska Airlines Mobile Website for iPhone & Android for iPhone & AndroidIdeaMobile makes a lot of things in life effortless, and we thought flying should be, too. T ogetherwith Alaska Airlines, we built native app and mobile web solutions to help on-the-go tr avelersstay connected through every step of the travel experience—anytime, anywher e.InsightAvailable for iOS and Android, the apps streamline the entire travel experience, with easyaccess to seating, check in, notes, and alert functionalities. Within the app, jet-setters canpull down the window shade to access flights, account details, and contact info.The airline further extended its reach with a sleek new mobile website. Built from theground up, the site’s interface and UX are a departure from the airline’s earlier sitescrapersolution. It’s super fast and super flexy (with an adaptive, responsive layout for mobiledevices), and it was built for the busy traveler, featuring large, tappable areas; designs thatrender well on a dimly-lit screen; and offline caching of travel info.ImpactWe helped redefine the travel experience while reflecting the airline’ s unwavering commitmentto customer service. We incorporated complex airline industry rules with simplicity, andcollaborated with Alaska Airlines’ IT department on the necessary web services. Last butnot least, the new pay for bag featur e in marks the airline’ s first foray intomCommerce, paving the way for future initiatives. Mobile Web 52
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  • 53. Thank You!Pete GrahamDirector, Finance Solutions and Mobility, SAP LabsChristopher DinkelIT Leader, Analytics and Reporting Studio, Deloitte ServicesJeff EberhartSpecialist Leader, Deloitte Consulting LLP
  • 54. Closing and Q&AParticipate in today’s TweetChat about wholesale distribution #MobileInsightsSAP Mobile Insights Webcast Series October 10th – Leading Chemical Companies Are Adapting to Change and Innovating with Mobile Technology October 17th – Scaling Your Mobile Enterprise for Next-Generation Operating Platforms November 7th - Taking Mobile Technology Beyond Bar Code in Retail November 28th – Keep the Pumps Flowing and Your Ecosystem Thriving with Mobile TechnologyMobile Sense Thought Leadership Series (webcasts & white papers):
  • 55. Enterprise Mobility 2012• ASK THE EXPERTS• CUSTOMER CASE STUDIES• LIVE DEMOS• INDUSTRY DISCUSSIONSThe premier event for executives,business leaders, and IT teamslooking to define, build, and optimizetheir enterprise mobile strategies,solutions and infrastructure © 2012 SAP AG. All rights reserved. 56