Financial Excellence Optimising Business Performance with SAP and IBM

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Gary Obbes & Les Smith

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Financial Excellence Optimising Business Performance with SAP and IBM

  1. 1. SAP Business Objects Planning and Consolidation Streamlined planning, budgeting, forecasting and fast, accurate close Gary Obbes – IBM Financial Management Consulting Services Lead Les Smith – SAP Business Objects Centre of Excellence IBM Insight Forum 09 Make change work for you ®
  2. 2. IBM CFO Study highlights Finance effectiveness gaps Performance Measuring / monitoring business performance Gap Insight Aligning Finance with the Business Gap Growth Insight Finance Continuous process improvement p p Gap G Leading Finance related compliance programs & strengthening internal controls Risk Meeting fiduciary and statutory requirements Insight Supporting / managing enterprise risk Areas of Importance 0% 20% 40% 60% 80% 100% Effectiveness of Finance “69 percent of Finance executives believe greater integration is difficult to execute, but imperative to achieve.” IBM, IBM The Global CFO Study 2008 IBM Insight Forum 09 Make change work for you ®
  3. 3. The changed environment – economic and technological Volatility (Oil prices, Exchange rates, Raw material prices, Demand) The need for speed Faster decisions – Rolling Forecasts & Analysis Budgeting: Bottom 20% 90 days, Top performers 32 days – IBM Benchmarking data Spreadsheet limits Time, Error prone, Versions, Status, Linking Trends “CPM continues to be a major focus for the office of finance. The worsening economic outlook is yet another driver increasing CPM suite adoption” – Gartner IBM - Cognos, SAP - Business Objects/Outlooksoft, Oracle – Hyperion Increased demands on Finance for better forecasting, budgeting, management reporting and ‘what-if’ analysis Reasons are compelling – but the business case has been hard IBM Insight Forum 09 09 IBM Insight Forum Make change work for you Make change work for you ® ®
  4. 4. The client Manufacturer with diverse product range, diverse customer segments Exports and subsidiaries around the globe SAP ERP Current budget and Reporting processes Manual, spreadsheet based 3 months budget process Additional considerations Sales: key driver (multiple currencies products customers) currencies, products, Linkage of Sales to Manufacturing budgets Budget approval process Want t W t to move to Forecasting t F ti Allocations and Distributions No Central repository of budget data until loaded to GL Commentaries Consolidation - Spreadsheet IBM Insight Forum 09 Make change work for you ®
  5. 5. Why SAP BPC? SAP shop – strategic alignment Excel integration/feel g Powerful functionality: formulas, script logic Speed Central repository - immediately available Easy to set up new version/scenario Finance control First step to BI Extensible and versatile application Consolidations C lid ti Forecasting & rolling forecast Extend models IBM Insight Forum 09 Make change work for you ®
  6. 6. The Solution Budgeting and Reporting BPC Microsoft Budget templates that can retrieve and/or seed data Views Geographic, Business unit, Customer grouping, Entity, Product category, Profit Centre Inter company Sales: eliminations/intercompany margins Reporting p g Workflow Security Drill down/up Customisable reports Allocations/distributions in SAP Commentaries IBM Insight Forum 09 Make change work for you ®
  7. 7. Lessons Business engagement Skills available Upskill client super users day 1 Realistic expectation setting – sales/doers Don’t overcomplicate to start: get the basics right Structures and organisational design in place Data quality Upfront business problem and design IBM Insight Forum 09 Make change work for you ®
  8. 8. Financial Performance Management Optimizing the Organisation p g g IBM Forum 18 AUG 09 Wellington Les Smith IBM Insight Forum 09 Make change work for you ®
  9. 9. The SAP® BusinessObjects™ Portfolio Enterprise Performance Governance, Risk, Management and Compliance Strategy gy Planning, Budgeting g, g g Risk Access Management and Forecasting Management Control Profitability and Process Global Trade Consolidation Cost Management Control Services Spend and Environment, Supply Chain Health and Safety Business Information Intelligence Management Query, Reporting, Reporting Data Data Quality and Analysis g Integration Management g Dashboards and Search and Visualization Navigation Master Data Metadata Advanced Management Management Analytics IBM Insight Forum 09 Make change work for you ®
  10. 10. The SAP® BusinessObjects™ Portfolio Enterprise Performance Governance, Risk, Management and Compliance Strategy Planning, Budgeting Risk Access Management and Forecasting Management Control Profitability and Process Global Trade Consolidation Cost Management Control Services Spend and Environment, Supply Chain Health and Safety Business Information Intelligence Management Query, Reporting, Query Reporting Reporting Data Data Quality and Analysis Integration Management Dashboards and Search and Visualization Navigation Master Data Metadata Advanced Management Management Analytics IBM Insight Forum 09 Make change work for you ®
  11. 11. Introducing…. SAP Business Planning and Consolidations (BPC) B i Pl i dC lid ti IBM Insight Forum 09 Make change work for you ®
  12. 12. SAP BusinessObjects Planning and Consolidations Familiar and easy to use Enables rapid adoption by leveraging native Microsoft Office tools (e.g. Excel) and web browsers accessing a central database User owned and managed Forward-looking g Predictive analytics that proactively warn of negative variances and provide an early- warning system for KPIs at risk of underperforming in the future Unified Single, integrated application reduces maintenance, i i t improves d t i t it and data integrity, d simplifies deployment while enabling flexible planning & consolidation functions IBM Insight Forum 09 Make change work for you ®
  13. 13. Familiar and easy to use Familiar and easy to use interfaces reduce learning curve and increase adoption Choice of Word PowerPoint web and Word, PowerPoint, Excel interfaces Excel without “spreadsheet hell” - live access to central data repository creates a single version of truth, ensuring organizational alignment Allows use of native Excel functions functions, formatting, and formula preservation, reducing training time and costs Easy adoption of existing Excel templates as planning schedules IBM Insight Forum 09 Make change work for you ®
  14. 14. Familiar and easy to use Context-sensitive intelligent action panes aid productivity Guides activities and improves productivity Helps users know “what” to do “when”, “why” and “how” Facilitates collaboration with built-in discussion threads and unstructured data sharing IBM Insight Forum 09 Make change work for you ®
  15. 15. IBM Insight Forum 09 Make change work for you ®
  16. 16. Business Process Flows At a Glance Status of All Steps in a Process IBM Insight Forum 09 Make change work for you ®
  17. 17. Business Process Flows Ensure consistency and minimize training IBM Insight Forum 09 Make change work for you ®
  18. 18. Collaboration via Comments & Unstructured Data Sharing IBM Insight Forum 09 Make change work for you ®
  19. 19. Forecasting Dynamically Anticipate the Future IBM Insight Forum 09 Make change work for you ®
  20. 20. Familiar and easy to use Setup by IT owned and managed by business users p y g y IT Responsibility Business User Responsibility Hardware Application Security Security and Authentication Users Roles Users Privileges Roles Privileges Hierarchies and Roll Ups Business Process Flows Data and Application Infrastructure Modification of Packaged Process Flows Database Server Creation f N C ti of New P Process Fl Flows Application Server Report Templates OLAP Structure Excel, Word, PowerPoint Templates Create and Modify Metrics and Measures – Self-service financial reporting ensures any user can create information on the fly – Wizard-driven interfaces simplify content creation and administration processes Wizard driven IBM Insight Forum 09 Make change work for you ®
  21. 21. Unified Integrated planning and consolidation Business planning B i l i Forecasting and consensus building F ti d b ildi Budgeting Rolling forecasts Sales/revenue planning Continuous planning Capital expenditure planning Collaboration Headcount/staffing Expense planning Cash flow planning p g Consolidation Financial reporting and analysis Intercompany matching/reconciliation Ad hoc Intercompany eliminations Automated variance analysis Management roll-ups Driver analysis (industry, growth, capacity, etc.) Legal consolidation IBM Insight Forum 09 Make change work for you ®
  22. 22. Understanding the different SAP Business Planning and Consolidation releases Planned Version for SAP Version for the SAP Business Planning and Consolidation is Dates NetWeaver Microsoft Platform available as two distinct applications – version for SAP NetWeaver and version for the Microsoft platform 2007 5.1 Release SAP Business Planning and Consolidation 5.1, version for the Microsoft platform (acquired from OutlookSoft Corp ) runs on the Microsoft Platform Corp.), SAP is pursuing a dual release product strategy 7.0 7.0 Release Release 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) 7.5 7.5 Release Release Going forward, SAP is continuing to invest in both product releases 2009 IBM Insight Forum 09 Make change work for you ®
  23. 23. Deeply integrated with SAP Leverage your investment in SAP ERP and SAP NetWeaver Single SAP NetWeaver system for enterprise-wide data warehouse and p Platform Components localized planning data marts reduces cost of ownership by utilizing existing SAP NetWeaver BI (Platform) investments and skill sets ABAP Data Dictionary / Admin-DW Workbench Streamlined movement of actuals from SAP ERP into SAP Business Planning Process Chains / Data Flow and Consolidation eliminates manual integration of applications and data NetWeaver OLAP Engine Use of the Change and Transport System g y reduces risk of file corruption, allows Web Application Server tighter control over changes, and leaves an audit trail for tracking purposes IBM Insight Forum 09 Make change work for you ®
  24. 24. Increased performance and scalability Develop larger and faster planning applications to speed activity and decisions SAP NetWeaver InfoCubes More dimensions and dimension members per cube so applications can scale as required 64-bit support and sophisticated performance monitoring boost application performance SAP NetWeaver BI Accelerator SAP NetWeaver BI Accelerator delivers faster query performance IBM Insight Forum 09 Make change work for you ®
  25. 25. Potential areas of investment for SAP Business Planning and Consolidation SAP is planning to invest in both products going forward, and the below diagram is intended to outline the future product direction, but is not a commitment by SAP deliver and code or functionality. All dates, releases and planned functionality are subject to change. Release 7.0 Release 7.5 Release 8.0 • Management Console • Business Objects BI • Functional • SQE improvements integration enhancements Version for • Updated Microsoft • User Interface • Multiple time the Microsoft hierarchies platform support enhancements Platform Release 7.0 Release 7.5 Release 8.0 • SAP NetWeaver BI • Dashboarding • Functional integration • Functional enhancements Version • Validations Engine enhancements • EPM suite-wide for SAP • Transports • Further SAP ERP & integration NetWeaver • Performance Stats SAP NetWeaver BI integration 2008 2010 IBM Insight Forum 09 Make change work for you ®
  26. 26. Budget & Planning for Healthcare Accelerator Deployment Assets – An Integrated Data Model Import specifications for 3 data sources - GL GL, Employee-Level and Patient-Centric data sources Includes an attributes framework enabling forecasting and modeling logic – Gl b l Pl Global Planning Assumptions i A ti 4 data packages enable projection of current year remainder and next year plans based on account characteristics (i.e., variable exp items projected based on change in p g patient days). y ) Pre-configured business logic empowers users to project volume, rate and efficiency changes which flow through to revenue and expense plans – Pre Build Models & Reports Pre-Build 16 pre-configured ‘templates’ - support balance sheet/cash flow, 5-year forecasting, reimbursement modeling and department-level expense planning Approximately 15 pre-built reports – support budget administration, financial and management reporting – Documentation Solution Brief Implementation User Guide (180 pages) IBM Insight Forum 09 Make change work for you ®
  27. 27. Thank you o Questions? IBM Insight Forum 09 09 IBM Insight Forum Make change work for you Make change work for you ®

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