The webinar discussed how SAP BusinessObjects Planning and Consolidation (BPC) can help organizations improve their budgeting processes. It highlighted common issues with manual budgeting in Excel and how BPC provides a unified interface, business rules, processes and administration. The presentation included a demonstration of BPC's analytical abilities, drill down functionality, budget review and approval processes, and ability to publish results online. It also outlined a three stage approach to implementing BPC and quick wins, and shared analyst opinions that SAP is a market leader in performance management tools.

1. A BETTER WAY TO BUDGET WITH SAP
Presenters: Graham Finney, VP Services
Peter Digby, PresidentPeter 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 BPCCurrently 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
■ Silos of information
■ Broken Links
■ Manual Security
■ Data integrity issues
■ Multiple Currencies■ Multiple Currencies
■ Structural changes (account, org) are painful
■ Lack of controls, approvals
■ What if analysis difficult
■ Version comparison, variance analysis difficult to do
■ Not able to do Allocations
■ Inconsistent business rules
■ Manual process – time consuming – 80/20

6. SAP BusinessObjects Portfolio
Enterprise Performance
Management
Strategy
Management
Planning, Budgeting
and Forecasting
Profitability and
Cost Management
Consolidation
Spend and
Supply Chain
Governance Risk
and Compliance
Risk
Management
Access
Control
Process
Control
Global Trade
Services
Environment,
Health and Safety
Business
Intelligence
Reporting
Query, Reporting,
and Analysis
Dashboards and
Visualization
Search and
Navigation
Advanced
Analytics
Data
Integration
Data Quality
Management
Master Data
Management
Metadata
Management
Information
Management

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

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

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 marketPerformance 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
DemonstrationDemonstration

11. Demonstration Agenda
100% Excel
Analytical abilities with
dimensionality
Drill down and through functionality
Establish Drivers and targets
Entered in updates for Revenue,
Human Capital, Operation
Product Overview
Budget Process
Budget Review
Cost Allocation
Publish Results via Web
Human Capital, Operation
Expenses, CAPEX, and the
Balance Sheet
Flexibility of entering data
Real time calculations and
results
Budget Review & Approval

12. BPC – In a Nutshell
• Created and maintained primarily
by finance users
• Unified:
•Interface
•Business Rules
•Processes
•Administration
•Security•Security
•Data (Actual, Budget, Forecasts)
• Accelerated learning curve
• Financial Intelligence
• Reporting and Analytics

13. Stage 1
Vision, benchmark,
and review
Stage 2
Implement quick wins
Your budgeting action plan
Prepare a detailed
design
Establish timelines
and milestone
Perform an “as is”
review
Stage 3
Post implementation
review
Establish
framework for
continuous
improvements
Outcome
• Process
Improvement
• Efficientand milestone
Develop and Test
solution
Train staff and
deploy solution
Define vision and
benefits
Obtain executive
sponsorship
Extend budgetingExtend budgeting
and planning
excellence to
consolidations,
sales, operations,
etc.
• Efficient
• Data Integrity
• Better
Decisions

14. PAC can help with your budgeting
action plan
Perform an “as is”
review
Questionnaire
Respond with high level information regarding your
budgeting process/systems
Situational Review
1 hour call to investigate of the end-to-end process
Perform diagnostic that clarifies areas of strength
and weaknessreview
Perform diagnostic that clarifies areas of strength
and weakness
Key Deliverables
Benefits Report highlighting key areas for process
improvement
Recognizable goals and benefits from process/solution
enhancements
Foundation for a Business Case

15. Thank you!
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© SAP 2009 / Page 15
Justin McNeely
Account Executive
Performance Analytics Corporation
T (905) 599-7001
E justin.mcneely@performanceanalytics.ca
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