Integrated Financial Planning ( IFP) – Sales Revenue ,Cost , Forecast and Budget
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The document discusses business challenges related to budgeting and forecasting processes. It notes that these processes are often complex, time-consuming, and not always strategic. Executives want more immediate access to information to understand business performance and make timely decisions. The document then outlines a proposed business performance management solution using SAP technologies like BPC, BW, and BOBJ to integrate financial planning, develop driver-based budgets and forecasts, create interactive dashboards, and provide consolidated reporting.
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Integrated Financial Planning ( IFP) – Sales Revenue ,Cost , Forecast and Budget
- 1. Business Performance Management (BPM) with Drivers - Business Challenges Business Challenges Budgeting and forecasting are annual activities that are complex, time-consuming, political, and not always strategic. This has often resulted in erroneous planning or counterproductive use of time. Executives and Managers want more immediate access to information in order to visualize what is happening in their business, to assess the trends and understand the factors that are impacting on performance and to get the insight they need for timely and effective decisions. • Industry undergoes significant structural changes in an uncertain world economic climate. • Globalization, digitalization and increasing competition are changing the face of the industry. • Manufacturers face a new set of challenges to their business models and cost structures. Original equipment manufacturers and suppliers are experiencing poor operating performance, reduced profitability and increasing financial and bankruptcy risk. • Executives and Managers want more immediate access to information in order to visualize what is happening in their business, to assess the trends and understand the factors that are impacting on performance and to get the insight they need for timely and effective decisions. Prepared and Presented Not for Distribution. Solution Designed , Architected and Developed Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 2. Business Performance Management (BPM) with Drivers – Business Solutions I STRATEGIC OBJECTIVES OUTCOME METRICS DRIVERS N T E Market share • Total market size G • Advertising spent Market R share growth A and T • Customer attrition E revenue • Average revenue/unit D Actual revenue • Discounts generated • Promotions F • Conversion rate to new customers I • Average number of units/sales order N A N C I • Actual costs related to produce A Profitable Gross Margin and distribute the vehicle L growth • Cost of goods sold/unit and efficient P use of capital L A N N Cash Flow • Capital expenditures I N G ( • Number of employees hired or I Employee trained F Human capital • Retention of top talent Engagement P • Employee satisfaction ) Prepared and Presented Not for Distribution,. Solution Designed , Architected and Developed Jothi Periasamy BY Jothi Periasamy Phone : (916)-296-0228
- 3. EY Internal Business Performance Management (BPM) with Drivers – Technology Solutions Use Only Technology Scope SAP NetWeaver Systems Landscape Revenue Cost Budget Process Process Process SAP BPC SAP BW SAP ECC Revenue Cost Budget Drivers/ Drivers/ SAP BOBJ Balanc Scenario Scenario Scenario Xcelsius Dashboard e Sheet P&L Planning/Budgeting / Forecasting Process Cash Flow SAP Revenue Cost Business Objects Xcelsius Budget Plan/Budget/Forecast/Consolidated Data Storage SAP Oracle JDE/etc Data Source / Actuals / Transaction Systems Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Jothi Periasamy Phone : (916)-296-0228
- 4. Business Performance Management (BPM) with Drivers - End-To-End Solutions Integrated Financial Planning (IFP) System Demo Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 5. Integrated Financial Planning (IFP) System Demo Executive View Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 6. Business Performance Management (BPM) with Drivers - End-To-End Solutions IFP Overall Process Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Review Your Revenue/Expense Driver Impacts in Cash Flow , P&L Balance Sheet Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 7. Business Performance Management (BPM) with Drivers - End-To-End Solutions Data Collection - Collect Actuals ( 2009 Revenue and Cost) Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 8. Business Performance Management (BPM) with Drivers - End-To-End Solutions Currency Conversion - Validation Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 9. Business Performance Management (BPM) with Drivers - End-To-End Solutions Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 Revenue Drivers •SAP BOBJ Xcelsius Average Sales per Unit Discount per Unit Adjustments per Unit Average Sales Units Customer Channel Contacts to Sales Order Rate Sales Order Lost Percentage New Customer Conversion Rate Attrition Rate etc Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 10. Business Performance Management (BPM) with Drivers - End-To-End Solutions Revenue Drivers - New Budget - Revenue Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 11. Business Performance Management (BPM) with Drivers - End-To-End Solutions Revenue Drivers - New Budget - Revenue – Graphical View Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 12. Business Performance Management (BPM) with Drivers - End-To-End Solutions Revenue Drivers - New Budget – Scenario Analysis Increase Customer Channel for JAN 20100 To 10% Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 13. Business Performance Management (BPM) with Drivers - End-To-End Solutions Revenue Drivers - New Budget – Revenue Increase Customer Channel for MAY 20100 To 10% Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 14. Business Performance Management (BPM) with Drivers - End-To-End Solutions Revenue Drivers - New Budget – Revenue Save Scenario Data Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 15. Business Performance Management (BPM) with Drivers - End-To-End Solutions Revenue Drivers - New Budget – Revenue Drill-Down to Product Level Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 16. Business Performance Management (BPM) with Drivers - End-To-End Solutions Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Expense Drivers Average Employee Costs Labor Productivity Rate Full Time Equivalent Conversion Rate Non-Employee Productivity etc Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 17. Business Performance Management (BPM) with Drivers - End-To-End Solutions Expense Drivers - New Budget - Expense Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 18. Business Performance Management (BPM) with Drivers - End-To-End Solutions Expense Drivers - New Budget – Expense Reflecting the 10% increase in customer channel from New Budget Revenue Developed on for the months of January thru May. SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 19. Business Performance Management (BPM) with Drivers - End-To-End Solutions Expense Drivers - Expense Graphical Representation Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 20. Business Performance Management (BPM) with Drivers - End-To-End Solutions Expense Drivers -Save Scenario Data - Completed Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 21. Business Performance Management (BPM) with Drivers - End-To-End Solutions Work Status - Budget Review Process Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 22. Business Performance Management (BPM) with Drivers - End-To-End Solutions Management Reporting - Full P&L Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy Jothi Periasamy BY Phone : : (916)-296-0228 Phone (916)-296-0228 Jothi Periasamy
- 23. Business Performance Management (BPM) with Drivers - End-To-End Solutions Management Reporting - Cash Flow Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 24. Business Performance Management (BPM) with Drivers - End-To-End Solutions Management Reporting - Balance Sheet Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 25. Business Performance Management (BPM) with Drivers - End-To-End Solutions IFP Demo Completed Developed on SAP BPC MS 7.0 •SAP BW 7.0 •SAP ECC 6.0 •SAP BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 26. Business Performance Management (BPM) with Drivers - Xcelsius Dashboard Developed on BPC Microsoft SAP BW •SAP ECC •SAP BOBJ Xcelsius Sales Flash Dashboard - Xcelsius Demo Sales By Region Sales By Customer Sales By Product Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 27. Business Performance Management (BPM) with Drivers - Xcelsius Dashboard SAP BOBJ Xcelsius Dashboard Developed on BPC Microsoft •SAP BW •SAP ECC •BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 28. Business Performance Management (BPM) with Drivers - Xcelsius Dashboard Xcelsius Dashboard as a Content Library in BPC - Sales Flash Developed on BPC Microsoft •SAP BW •SAP ECC •BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 29. Business Performance Management (BPM) with Drivers - Xcelsius Dashboard Xcelsius Dashboard Based on BPC Plan Data- Sales By Region Developed on BPC Microsoft •SAP BW •SAP ECC •BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 30. Business Performance Management (BPM) with Drivers - Xcelsius Dashboard Xcelsius Dashboard Based on BPC Plan Data - Sales By Customer Developed on BPC Microsoft •SAP BW •SAP ECC •BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 31. Business Performance Management (BPM) with Drivers - Xcelsius Dashboard Xcelsius Dashboard Based on BPC Plan Data- Sales By Product Developed on BPC Microsoft •SAP BW •SAP ECC •BOBJ Xcelsius Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy
- 32. Business Performance Management (BPM) with Drivers - End-To-End Solutions About Author Jothi is an Enterprise Performance Management (EPM) professional with Subject Matter Expert (SME) level expertise in SAP BPC / BI / BOBJ. He has been responsible for delivering end-to-end EPM solution to corporations across the nation in diversified industry verticals. His solution delivery expertise includes Practice Building, Financial Planning, Consolidation, Business Intelligence, Master Data Services, Enterprise Architecture, and Portal Solutions. Experience overseeing and facilitating enterprise level strategic planning, change management, and training initiatives. Jothi has 15 years of industry implementation experience, and his expertise includes Financial Transformation and Performance Improvement Services, with a focus on helping clients create value from Financial Planning and Consolidations, Cost Allocation, Profitability and Cost Management, Activity Based Costing, Product Costing, Management/Statutory Reporting. He has worked for clients across multiple industries including Financial Services; U.S. State Governments; Healthcare; Hi-Tech; and Utility. Jothi’s most recent experience includes working with clients to help global Financial Transformation initiatives to develop a worldwide rollout strategy and deployment plan , and also designing developing data architecture, information architecture, application architecture, technical architecture, hardware sizing, capacity planning, configuration management, build and release process. Jothi works very closely with business process owners to develop an approach and framework to standardize financial process across enterprise. Jothi Periasamy, PMP, SCPM (Stanford PM), SCEA (JEE Architect) SAP Certified NetWeaver BI Solutions Consultant Motorola Certified Six Sigma Green Belt Consultant Senior Manager SAP EPM/BI Domain Champion West Region Ernst & Young Advisory /Performance Improvements Prepared and Presented Solution Designed , Architected and Developed Not for Distribution. Jothi Periasamy BY Phone : (916)-296-0228 Jothi Periasamy