Capital Expenditure Planning Made Easy. Demonstration using the CAPEX Starter Kit for SAP BusinessObjects Planning and Consolidation

1. CAPITAL EXPENDITURE PLANNING
MADE EASY
Presenters: Graham Finney, VP Services
Peter Digby, President
Justin McNeely, Account Executive

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3. Canadian consulting firm focused exclusively on SAP Enterprise Performance
Management solutions
Implementing SAP BusinessObjects Planning and Consolidation (BPC) since
2003
Currently support the majority of Canadian customers using BPC
Consultants located across Canada
Consultants have Finance background, CA, CGA, CMA, CPA
Services include: Evaluation, Design, Implementation, Project Management,
Training, and Support

4. Sample of Canadian SAP BPC
Customers

5. Common Issues with Budgeting and
Planning
■ Excel Hell CAPEX Specific Issues
■ Silos of information ■ Aggregation of capital requests
■ Broken Links ■ CAPEX alignment with strategic
■ Manual Security plan
■ Data integrity issues ■ Measuring projects against
benchmarks
■ Multiple Currencies
■ Ranking, prioritizing, selecting
■ Structural changes (account,
projects
org) are painful
■ Project data separate/different
■ Lack of controls, approvals
from operational and financial
■ What if analysis difficult data
■ Version comparison, variance ■ Inability to analyze details
analysis difficult to do
■ Manual process – time
consuming – 80/20

6. Introducing SAP BusinessObjects
Planning & Consolidation (BPC)
MS SQL SAP
Server NetWeaver

7. PAC Can Help You Gain Efficiency
and Transparency Now
SAP BusinessObjects Planning and Consolidation
Business planning Forecasting and modeling
Budgeting Demand forecasts
Sales/revenue planning Capacity/constraint models
Capital expenditure planning Cash flow models
Headcount/staffing Rolling forecasts
Expense planning Profitability models
Consolidation Financial reporting and analysis
Inter-company matching/reconciliation Ad hoc query and reporting
Inter-company eliminations Automated variance analysis
Currency conversion Driver analysis (industry, growth, capacity,
Management roll-ups etc.)
Legal consolidation Operations Analysis

8. CAPEX Starter Kit
Starter Kit Overview
Designed based on best practices for
capital planning
Prebuilt application (logic, rules,
dashboards)
Out-of-the-box reports and schedules
Customer benefit
Accelerated implementation
Predefined Business Process Flows
Easily customized

9. What the Industry Analysts are
saying…
Gartner SAP is a Market Leader and has the strongest vision
IDC SAP #1 in Performance Management Tools
Forrester SAP has the strongest offering in the Business
Performance Solutions market
Microsoft – SAP press release November 2009
Microsoft Corporation supports the SAP® BusinessObjects™ Planning and
Consolidation application, version for the Microsoft platform, as a preferred
solution for customers running their business applications on the Microsoft
platform.

10. A Better way to Budget with SAP
Demonstration

11. Demonstration Agenda
Product Overview
100% Excel
Analytical abilities with
dimensionality
Drill down and through functionality
CAPEX PROCESS
Entering Strategic Initiatives
Establish Depreciation/Amortization
Information
Enter Project Updates
Capital and Project Requests
Flexibility of entering data
Real time calculations and results
APPROVALS AND REPORTING
Capital and Project Approval
Review CAPEX details

12. CAPEX – In summary
• Unified:
•Interface
•Business Rules
•Processes
•Administration
•Security
•Data (Actual, Budget, Forecasts)
• Streamlined approach
• Alignment with strategic objectives
• Accelerated learning curve
• Reporting and Analytics
• Financial Intelligence

13. Thank you
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Justin McNeely
Account Executive
Performance Analytics Corporation
T (905) 599-7001
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