Reporting and Analytics 2009
An Expert Guide to Migrating from the SAP NetWeaver BW Integrated Planning Tools to SAP BusinessObjects Planning and Consolidation
Rego University: Resource Management, CA PPM (CA Clarity PPM)Rego Consulting
Using CA PPM (CA Clarity PPM) to support resource management and capacity planning continues to be at the top of most organization's wish list. Implementing resource management is not technically challenging, but it is difficult to deploy with any PPM tool. The reason is that resource management is more about process than tool. In this session, we will review resource management best practices and talk about how CA PPM (CA Clarity PPM) can support your process. Come find out how Rego's team has successfully implemented resource management at more than 75 organizations.
You can find the presentation file here:
http://regouniversity.com/presentations-14/
Functional Track Training. For more CA PPM training, visit http://regouniversity.com or http://regoconsulting.com and find free Clarity educational community solutions at http://www.regoxchange.com/
Rego University: Portfolio Management, CA PPM (CA Clarity PPM)Rego Consulting
Effective project portfolio management can be a game changer. However, most organizations don't understand what it really means and how to implement it. Portfolio management is all about demand planning and investment rationalization. Providing enough information about investments to make informed decisions is at the heart of CA PPM (CA Clarity PPM) portfolio management functionality. In this session, you will learn about CA PPM's (CA Clarity PPM) portfolio management functionality in detail and how that functionality can be used within an overall portfolio management process.
You can find the presentation file here:
http://regouniversity.com/presentations-14/
Functional Track Training. For more CA PPM training, visit http://regouniversity.com or http://regoconsulting.com and find free solutions at http://www.regoxchange.com/
Rego University: Resource Management, CA PPM (CA Clarity PPM)Rego Consulting
Using CA PPM (CA Clarity PPM) to support resource management and capacity planning continues to be at the top of most organization's wish list. Implementing resource management is not technically challenging, but it is difficult to deploy with any PPM tool. The reason is that resource management is more about process than tool. In this session, we will review resource management best practices and talk about how CA PPM (CA Clarity PPM) can support your process. Come find out how Rego's team has successfully implemented resource management at more than 75 organizations.
You can find the presentation file here:
http://regouniversity.com/presentations-14/
Functional Track Training. For more CA PPM training, visit http://regouniversity.com or http://regoconsulting.com and find free Clarity educational community solutions at http://www.regoxchange.com/
Rego University: Portfolio Management, CA PPM (CA Clarity PPM)Rego Consulting
Effective project portfolio management can be a game changer. However, most organizations don't understand what it really means and how to implement it. Portfolio management is all about demand planning and investment rationalization. Providing enough information about investments to make informed decisions is at the heart of CA PPM (CA Clarity PPM) portfolio management functionality. In this session, you will learn about CA PPM's (CA Clarity PPM) portfolio management functionality in detail and how that functionality can be used within an overall portfolio management process.
You can find the presentation file here:
http://regouniversity.com/presentations-14/
Functional Track Training. For more CA PPM training, visit http://regouniversity.com or http://regoconsulting.com and find free solutions at http://www.regoxchange.com/
Approach to improve effectiveness of Enterprise ITEvgeny Nedelko
(translated to English) Excerpts from the customer proposal, which describes the experience of implementing Lean IT principles in several projects in Russia
StreamServe Realized Uniform Revenue Recognition Processes with TechOne, an S...SAP-AIO
TechOne, an SAP Business All-in-One solution from YASH Technologies, was selected as StreamServe’s new ERP platform, as it was the best fit for their required business processes and functionality around revenue recognition.
PMO for Supply Chain - Setting Up a Project Mangement Office for Non-ITChief Innovation
Built this top level structure for a client, am hashing out details, so only a few pages so far. I may add to it, not sure yet, but wanted to build something since most PMOs are IT focused, I wanted one that wasn't.
Learn a best practice methodology where financial plans incorporate assumptions about business activities which are modeled to drive financial data such as revenue projections, headcount, spending and capital requirements.
Government Contractors are under pressure to allocate resources more effectively, increase client billing rates, and differentiate themselves through innovative service delivery in order to generate greater profit margins in the face of ever-increasing competition and regulatory DCAA compliance. Accounting for every detail of a project or contract, including measuring the degree of project completion, remains a huge challenge for Government Contractors. Join Raffa & BDO to learn how you can solve your compliance and project management challenges with an effective Microsoft Dynamics solution.
Wasting valuable resources in unproductive and inefficient meetings can be one of the biggest avoidable costs for any business.
This Meetings Toolkit has been complied to improve the efficiency and effectiveness of Meetings with tools and templates designed using direct feedback from many different businesses about the structure and culture of meetings.
The kit contains:
1. Powerpoint presentation on the why and how to improve meetings
2. Three Excel templates to assist:
1. Agenda Template
2. Meeting Log
3. Meeting Scorecard
These will help deliver better desired outcomes, making meetings work harder for you and more efficient meetings translates into less time spent in meetings.
Approach to improve effectiveness of Enterprise ITEvgeny Nedelko
(translated to English) Excerpts from the customer proposal, which describes the experience of implementing Lean IT principles in several projects in Russia
StreamServe Realized Uniform Revenue Recognition Processes with TechOne, an S...SAP-AIO
TechOne, an SAP Business All-in-One solution from YASH Technologies, was selected as StreamServe’s new ERP platform, as it was the best fit for their required business processes and functionality around revenue recognition.
PMO for Supply Chain - Setting Up a Project Mangement Office for Non-ITChief Innovation
Built this top level structure for a client, am hashing out details, so only a few pages so far. I may add to it, not sure yet, but wanted to build something since most PMOs are IT focused, I wanted one that wasn't.
Learn a best practice methodology where financial plans incorporate assumptions about business activities which are modeled to drive financial data such as revenue projections, headcount, spending and capital requirements.
Government Contractors are under pressure to allocate resources more effectively, increase client billing rates, and differentiate themselves through innovative service delivery in order to generate greater profit margins in the face of ever-increasing competition and regulatory DCAA compliance. Accounting for every detail of a project or contract, including measuring the degree of project completion, remains a huge challenge for Government Contractors. Join Raffa & BDO to learn how you can solve your compliance and project management challenges with an effective Microsoft Dynamics solution.
Wasting valuable resources in unproductive and inefficient meetings can be one of the biggest avoidable costs for any business.
This Meetings Toolkit has been complied to improve the efficiency and effectiveness of Meetings with tools and templates designed using direct feedback from many different businesses about the structure and culture of meetings.
The kit contains:
1. Powerpoint presentation on the why and how to improve meetings
2. Three Excel templates to assist:
1. Agenda Template
2. Meeting Log
3. Meeting Scorecard
These will help deliver better desired outcomes, making meetings work harder for you and more efficient meetings translates into less time spent in meetings.
RECONNECT 2014, Oracle Financial Close Management: Streamline Your Close ProcessRJ Linehan
Organizations today face a constant stream of requirements and regulations that add complexity and change to their period-end close processes. Add to that reality a manually-driven approach to ‘closing the books’ and it is not surprising that organizations recognize the value of adopting a tool that can efficiently manage all of their financial close cycles. This presentation will make a case for embracing a unified financial close strategy that incorporates Oracle Hyperion Financial Close Management.
Objectives:
• Demonstrate the benefits of an optimized close process
• Reveal the advantages of increased collaboration
• Exhibit the improvements in user productivity
• Illustrate the value of improved transparency and compliance
• Demonstrate the assurance of reconciliation accuracy
So reduzieren Sie den Aufwand für Ihre UnternehmensplanungIBsolution GmbH
Inhalt:
Jedes Jahr das Gleiche! Komplexe Prozesse, uneinheitliche Vorgehensweisen, fehlende Integration oder auch falsch eingesetzte Technologien binden viele Ressourcen im Planungsprozess. Planung wird aufwendig und kann nicht mehr schritthalten mit aktuellen Marktgegebenheiten.
In unserem Webinar zeigen wir Ihnen sechs Hebel, die Ihnen helfen Planungsaufwand zu reduzieren und Planungsprozesse zu beschleunigen.
Zielgruppe:
- CFOs und Leiter Finanzen
- CEOs und Geschäftsführer
- Controller und Controlling Leiter
- IT-Verantwortliche, die ihr Verständnis für die fachlichen Anforderungen von Planungsprozessen ausprägen möchten.
Agenda:
1. Warum die Reduktion von Aufwand in der Planung gerade heute so wichtig ist.
2. Sechs Hebel zur Reduktion von Aufwand in der Planung - Maßnahmen und Wirkung.
3. Wie gehe ich vor, um die für mein Unternehmen relevanten Hebel zu identifizieren und Lösungsansätze zu entwickeln.
Mehr über uns:
Website: https://www.ibsolution.com/
Karriereportal: https://ibsolution.de/karriere/
Webinare: https://www.ibsolution.com/academy/webinare
YouTube: https://www.youtube.com/user/IBSolution
LinkedIn: https://de.linkedin.com/company/ibsolution-gmbh
Xing: https://www.xing.com/companies/ibsolutiongmbh
Facebook: https://de-de.facebook.com/IBsolutionGmbH/
Instagram: https://www.instagram.com/ibsolution/?hl=de
Weitere Informationen: https://www.ibsolution.com/management-consulting/unternehmensplanung/whitepaper-unternehmensplanung-aufwand-senken
INFOCUS 2014, Oracle Financial Close Management: Streamline Your Close ProcessRJ Linehan
Organizations today face a constant stream of requirements and regulations that add complexity and change to their period-end close processes. Add to that reality a manually-driven approach to ‘closing the books’ and it is not surprising that organizations recognize the value of adopting a tool that can efficiently manage all of their financial close cycles. This presentation will make a case for embracing a unified financial close strategy that incorporates Oracle Hyperion Financial Close Management.
Objectives:
• Demonstrate the benefits of an optimized close process
• Reveal the advantages of increased collaboration
• Exhibit the improvements in user productivity
• Illustrate the value of improved transparency and compliance
• Demonstrate the assurance of reconciliation accuracy
Cloud Streaming & Financial Close: Streamline Your Financial ProcessesAlithya
New approaches and leading edge technologies to help companies become more agile in their planning, budgeting, forecasting and reporting processes.
Original presentation delivered on 9/14/17
The role of finance is rapidly evolving. Finance leaders are expected to provide strategic guidance and collaborate more closely with other lines of business.
Modern planning and performance management solutions empower finance to succeed in this new era. They combine integrated planning, reporting and analytics with a self-service approach - making it incredibly easy to use for everyone in the business.
Meet Jedox 7 – The Kickstarter for Integrated Planning: Jedox 7 is the latest release of our innovative, Excel-optimized software platform for planning and performance management with a unified view of your data across the web, mobile and desktop.
Scorecarding with IBM Cognos 10 Business IntelligenceSenturus
Greenville Hospital System describes how it is using IBM Cognos 10 to develop a robust scorecarding solution for business stakeholders. View the webinar video recording and download this deck: http://www.senturus.com/resources/scorecarding-with-ibm-cognos-10/.
The webinar also includes Senturus defining scorecarding and performing a demonstration of IBM Cognos 10 Metric Studio.
Senturus, a business analytics consulting firm, has a resource library with hundreds of free recorded webinars, trainings, demos and unbiased product reviews. Take a look and share them with your colleagues and friends: http://www.senturus.com/resources/.
In this webinar on demand, your can review how organizations face numerous challenges in managing financial performance and how they can gain actionable insights to drive growth and profitability. To address these challenges, in collaboration with Oracle, Smart ERP Solutions brought you an exclusive webinar to explore the transformative capabilities of Oracle EPM.
SAP Financials 2011 Prakhina Leverage Budget Management Functionality in SAP LAZAR Consultants LLC
SAP Financials 2011 Conference presentation by Michael Prakhina "Leverage Budget Management Functionality in SAP to Administer Budgets for Investment Management, Project Systems, Internal Orders, and Cost Centers"
SAP Financials 2008 Prakhina Leverage Budget Management Functionality in SAP LAZAR Consultants LLC
SAP Financials 2008 Conference Presentation by Michael Prakhina "Leverage Budget Management Functionality in SAP to Administer Budgets for Projects, Internal Orders, and Cost Centers"
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
3. In This Session, We Will …
• Introduce the SAP BusinessObjects Planning and Consolidation
application
• Discuss Corporate Performance Management (CPM)
• Cover when it is an appropriate time strategically to migrate from
the integrated planning features of SAP NetWeaver® Business
Warehouse (SAP NetWeaver BW) to SAP BusinessObjects
Planning and Consolidation
• Compare side by side the planning and consolidation application
and the integration features of SAP NetWeaver BW
• Cover in depth functionality of the planning and consolidation
application
• Discuss the SAP Roadmap for SAP BusinessObjects Planning
and Consolidation
• Discuss the project scope and project plan
• Talk about involving the Steering Committee and what role it plays
in controlling the project scope
2
4. What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
3
5. What Is SAP BusinessObjects Planning and Consolidation?
• SAP BusinessObjects Planning and Consolidation is a robust
planning and consolidation application that can meet all of your
budgeting, planning, consolidation, and reporting requirements
Version for SAP NetWeaver
Version for Microsoft platform
• The application supports the full array of top-down and bottom-up
financial and operational planning needs
As well as consolidation processes necessary to ensure the
smoothest, most timely financial close possible
• It does this all through a single application!
• As a result, you gain the confidence to meet increasingly
stringent regulations and reporting requirements across the
globe
4
6. What Is SAP BusinessObjects Planning and
Consolidation? (cont.)
• Typically, SAP BusinessObjects Planning and Consolidation
covers six key areas:
Strategy Management (strategic planning, initiatives, etc.)
Budgeting/Planning
Financial Close/Consolidation
Forecasting
Financial Reporting & Analysis
Performance Reporting (profitability, dashboards,
scorecards, etc.)
5
7. Benefits of SAP BusinessObjects Planning and
Consolidation
• Planning that is traditionally done once a year
• Many companies are moving to a rolling monthly/quarterly forecast
• Often begins by setting top-level targets and pushing down
• Top-down process typically followed by intensive bottom-up process at a fairly
low level of detail
Detailed revenue planning
Detailed headcount plan (employee-level detail or higher)
Detailed expense plan
Detailed capital expenditure plan
Balance sheet/cash flow plan
• Allocations/corporate adjustments
Various overhead allocations
Adjustments to bring bottom-up plan in line with top-down targets
• Consolidation/reporting
Consolidations, eliminations, etc.
Distribute budget reporting package(s)
6
8. The Keys to Evaluating SAP BusinessObjects Planning and
Consolidation
• Almost always a Finance-led decision
• Ease of use
• Ability to be maintained/managed by Finance
• High user adoption
• Short deployment timeframe
• Ability to interface with multiple systems (G/L, data warehouse
[DW], legacy systems, etc.)
• Fast consolidation time
• Secondary concerns
In line with IT standards/strategies
7
9. SAP Financial Closing Cockpit Integrated into SAP
BusinessObjects Planning and Consolidation
• Instead of using
a series of local
checklists, you
want to manage
the period-end
closing process
centrally
• In addition, you
want a central
reference point
for all the tasks
that must be
carried out
regularly in
your company
8
10. Financial Close/Consolidation
• Monthly/quarterly process
• Regulated by standards dependent on country (GAAP, IFRS, etc.)
• Disparate source systems (multiple G/Ls, DW, etc.)
• Inter-company matching often comes first
Declaring activity with inter-company partners
Matching between partners to ensure balance
Elimination of inter-company balances
• Site submission
Data load from G/L (includes mapping into standard Chart of Accounts, etc.)
May require manual input for some subsidiaries
Supplemental information (roll forward, headcount, etc.)
• Consolidation
Complex ownership and various consolidation methods
Automatic eliminations and adjustments
Reporting and distribution
9
11. Forecasting
• Typically summary level of information
• Often includes extensive assumptions/driver-based models
• Most companies moving to a rolling 12-, 18-, or 24-month forecast
• Frequently included as part of quarterly guidance provided to analysts
• Profit and Loss (P&L)
Consolidated or divisional level of detail (not usually cost centers)
Largely handled by Finance with less input from division managers
• Balance sheet
Derived from P&L using drivers/assumptions
Some lines may include complex assumptions/forecasting methodologies
• Cash flow
Derived from balance sheet and P&L using assumptions
Often the most important component of the forecast – Everything else done
in support of the cash flow
10
12. Performance Reporting
• Encompasses a wide variety of reporting needs
• Report books/packages
• Crosses business processes (forecast vs. actual)
• Extensive ad hoc requirements
• Dashboarding and scorecarding
• Where does SAP BusinessObjects Planning and Consolidation do well?
Ad hoc reporting
Basic metrics management and reporting
Production report creation and distribution
• Where does SAP BusinessObjects Planning and Consolidation not do as well?
Balanced scorecarding
Activity-Based Management (ABM)
11
13. Areas of Consideration
• SAP BusinessObjects Planning and Consolidation provides:
User experience
SAP NetWeaver native integration
Many functions are code-driven
Microsoft Excel intensive existing processes
Microsoft Excel automation
SAP ERP optimization
12
14. What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
13
15. Let’s Compare …
SAP BusinessObjects Planning
Integrated Planning with and Consolidation 7.0, version for
SAP NetWeaver BW SAP NetWeaver
Owned and managed by IT Owned and managed by the Business
Microsoft Excel-based analysis features Self-service-reporting and analysis with
complete Microsoft Office integration
Data Warehouse-centric Agile planning processes driven
by end users
Standardized hierarchical planning
processes managed by IT Unified planning and consolidation
Engine-based approach Application-based approach
14
16. Architecture
SAP BusinessObjects Integrated Planning with
Planning and Consolidation SAP NetWeaver BW
Planning
Consolidation
Reporting
15
17. SAP BusinessObjects Planning and Consolidation User
Experience
• Unified
No integration between applications = Less costly
implementation
No integration = Less costly, less time consuming maintenance
Simple administration = Finance-owned, saving IT $$ and time 16
19. SAP BusinessObjects Planning and Consolidation —
Training
• Leverage existing skill set (Microsoft Office) =
Less training time and $$
• High user adoption = Increased ROI vs. products
that quickly sit on the shelf
• Users spend time on analysis vs. time figuring out
how to accomplish tasks in the application
18
20. Integrated Planning with SAP NetWeaver BW — Training
• Proprietary knowledge cannot be obtained without specific
training
19
21. The Solution
• Business process, application, data, Web services, and planning
all on the SAP NetWeaver platform
20
22. What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
21
28. What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
27
29. What Is SAP BusinessObjects Planning and Consolidation
for Office?
• SAP BusinessObjects Planning and Consolidation for Office combines the power of
the application with the rich functionality of Microsoft Word, PowerPoint, and Excel
With SAP BusinessObjects Planning and Consolidation for
Office, the user has all the Microsoft functionality that everyone
is familiar with
Plus your worksheets, documents, and slide shows that are
linked directly to the application database that houses your
company’s reporting data
• SAP BusinessObjects Planning and Consolidation for Office allows users to collect
the data; build, and distribute reports; perform real-time analysis; and publish
reports in a variety of formats
Users can save reports disconnected from the database and
OTHER AVAILABLE
INTERFACES
take reports completely offline and distribute them according
to user access rights
28
32. Creating Book Templates
• A book template is a pre-formatted worksheet used to create a book of reports
You can start with the empty worksheet or an existing book template, and modify it
to meet the needs of the information you want to publish
• A sample book template, called Performance.xls, is provided with the sample
application set, ApShell
Performance.xls contains a section called TOC, which provides an index of the
reports created by the Performance Reports section
The section called Performance Reports, by default, provides performance data for a
set of entities within a set time period
You can edit the fields in the performance.xls workbook to create a new book
template
31
35. Starting SAP BusinessObjects Planning and Consolidation
for Word
• You start the application for Word from the SAP BusinessObjects
Planning and Consolidation for Office launch page
• After starting the planning and consolidation application for Word,
you can start using it by making a selection from the action pane
You can also use the SAP BusinessObjects Planning and
Consolidation for Office toolbar to perform tasks
To start the application for Office, select SAP
BusinessObjects Planning and Consolidation for Word from
the SAP BusinessObjects Planning and Consolidation for
Office launch page
34
36. Starting SAP BusinessObjects Planning and Consolidation
for PowerPoint
• You start the application for PowerPoint from the SAP
BusinessObjects Planning and Consolidation for Office
launch page
• After starting the planning and consolidation application for
PowerPoint, you can start using it by making a selection from
the action pane
You can also use the SAP BusinessObjects Planning and
Consolidation for Office toolbar to perform tasks
35
37. SAP BusinessObjects Planning and Consolidation System
Reports
• SAP BusinessObjects Planning and Consolidation system reports
are predesigned Web reports that allow you to report on system
information and activity
• You can report on:
Activity audit information
Security
Comments
Data audit information
Work states
36
38. What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
37
39. Major Steps in Migration
• Evaluate your current environment
Business Planning and Simulation (SEM-BPS) for SAP BW 3.5
Business Planning and Simulation (BW-BPS) for SAP NetWeaver
BW 7.0
Integrated Planning (IP) for SAP NetWeaver BW 7.0
• Confirm your patch levels
SAP NetWeaver BW SP16 enhancement packs 1 through 4
Can SAP BusinessObjects Planning and Consolidation
enhancement pack 1 exist with BPS for SAP NetWeaver BW 7.0?
• Install enhancement packs
Enhancement pack 1 or 4
• Evaluate complexity of your planning models
• Consider pilot planning development
38
40. Migration
• Question
When would you recommend SAP BusinessObjects Planning
and Consolidation?
• Answer
DEPENDS where you start from
If you are on IP, then work in phases
Wait for enhancement pack 4 instead of using enhancement
pack 1
If you are on SEM-BPS, migrate to BPS on the SAP
NetWeaver BW 7.0 platform and then phase-out into SAP
BusinessObjects Planning and Consolidation
It gets tricky if you are merging BPS for SAP BW 3.5 with
BPS for SAP NetWeaver BW 7.0 and SAP BusinessObjects
Planning and Consolidation
39
41. Technical Tips
• If you are on IP, wait for enhancement pack 4
• If you are on SEM-BPS, move to BW-BPS on the SAP NetWeaver
BW 7.0 platform
Do not install enhancement pack 1
SAP BusinessObjects Planning and Consolidation with
enhancement pack 1 and BPS cannot co-exist
Wait for enhancement pack 4, then move to the latest release of
SAP BusinessObjects Planning and Consolidation
• If you are moving from SEM-BPS, use a transport method even if
you are redesigning your cubes
It is always easier to change than recreate
Make a copy of production and upgrade it to SAP NetWeaver
BW 7.0 before doing transports
40
42. Best Practices
• Evaluate your current “as is” environment, document it if
necessary
• Depending on how complex your planning environment is, start
in phases
• Have a project plan in place
• Use ASAP methodology
• Make sure that you have a resource with experience in both areas
of SAP NetWeaver BW/BPS/IP and SAP BusinessObjects Planning
and Consolidation
41
43. Best Practices (cont.)
• Create milestones and deliverables
• Used phased-out approach
• Consider the complexity of your planning models and functions
• Involve your business, because in the end this is going to be their
environment
• Have controls in place to curb scope
• Get support from project sponsors
• Communication is the key
42
44. Taking This Project into a Global Environment
• Create a template that will be rolled out later to other
sites/countries
• Consider converting all sites to Unicode environment
SAP NetWeaver 7.0 is Unicode by default
• Get on the same platform
SAP NetWeaver 7.0 is recommended
• Get on the same release, patch level
SAP NetWeaver 7.0 is recommended
• Work in phases with proof of concept
Have the same implementation team assist with the other site
implementation
43
45. Do Not Forget!
• SAP BusinessObjects Planning and Consolidation has its own
security
• Even though you are leveraging SAP NetWeaver technology and
business intelligence (BI) cubes, there are business processes
that surround the data before you query on it
• Training, though minimal, still needs to happen
• SAP BusinessObjects Planning and Consolidation release 7.1
(currently in ramp-up) is code-driven
44
46. Lessons Learned
• Consider and confirm the technical aspects, such as:
SAP BW/SAP NetWeaver BW release
SAP BW/SAP NetWeaver BW patch level
Co-existence of enhancement packs of SAP BusinessObjects
Planning and Consolidation and BPS/IP
• Develop in phases
Go through an exercise to determine what functionality will be
moved to SAP BusinessObjects Planning and Consolidation
and what will stay in IP or BPS
Depending on complexity of your planning process and
functions, it is better to leave complex activities in BPS/IP
45
47. What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
46
48. Going Forward — Integrated Planning for
SAP NetWeaver BW
• Integrated planning for SAP NetWeaver BW will receive further
enhancements as a platform
A platform provides services such as locking, write-back, etc.
Services for aggregation levels, filters, etc., are available
Today, integrated planning for SAP NetWeaver BW provides UI
services
For example, integration to BEx Analyzer and BEx Web
Analyzer
All planning projects built on integrated planning for SAP
NetWeaver BW are custom development projects utilizing these
services
Implementation is from the ground up
47
49. Going Forward — SAP BusinessObjects Planning and
Consolidation
• SAP BusinessObjects Planning and Consolidation version for
SAP NetWeaver
Already utilizes some of the features available in integrated
planning for SAP NetWeaver BW
For example, concurrency locking
There are no plans to use all features from integrated planning
for SAP NetWeaver BW – only those that are relevant for the
SAP BusinessObjects Planning and Consolidation version for
SAP NetWeaver
For example, no plans to introduce the services for
aggregation levels
Other planning applications from SAP may utilize similar or
different services from the integrated planning platform
For example, state and local government budgeting in
North America and merchandise assorted planning
48
50. Time Strategy
Integrated Planning for SAP SAP BusinessObjects Planning and Score
Time category Score
NetWeaver BW 7.0 Consolidation 7.0
Effort for typical minor investment, slightly more
minor investment
installation steps to be done
Duration of relatively high
relatively low (compared to BW-IP)
implementation (compared to BPC)
Planned Go-Live date available with Ramp-Up middle of
available today
(customer) September 2008
Maintenance cycle medium cycle times short cycle times
Support (application
IT or power user in biz dept. mainly by biz. dept
management)
Training effort for low in case of existing Microsoft Excel
medium effort
administrator and users knowledge
Processing duration at
fine excellent
data input
49
51. What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
50
52. Where Does This Leave You?
• If you have already implemented integrated planning for SAP
NetWeaver BW:
Your investment is safe
It will continue to be supported and developed as a planning
framework in SAP NetWeaver BW
• If you are planning to implement integrated planning for SAP
NetWeaver BW:
We recommend evaluating SAP BusinessObjects Planning and
Consolidation first
For implementations on SAP NetWeaver targeted for mid-2009,
consider SAP BusinessObjects Planning and Consolidation 7.0
version for SAP NetWeaver
51
53. Where Does This Leave You? (cont.)
• Integrated planning for SAP NetWeaver BW may be considered in
specific cases
State and local government budgeting in North America
Retail for merchandise assortment planning
• All other customers should consider SAP BusinessObjects
Planning and Consolidation
This is our chosen solution for planning, budgeting, and
forecasting
SAP BusinessObjects Planning and Consolidation version for
SAP NetWeaver already uses some of the services available in
integrated planning for SAP NetWeaver BW
And will increasingly leverage relevant integrated planning
features over the course of our roadmap
52
54. Resources
• http://help.sap.com/content/bobj/sbu/docu_sbs_bpc_design.htm
SAP Help has information on all releases of SAP
BusinessObjects Planning and Consolidation
• http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49
A5B2E2BD32450CB2D1/frameset.htm
SAP BusinessObjects Planning and Consolidation Application
Help
SAP BusinessObjects Planning and Consolidation for Office
Help
SAP BusinessObjects Planning and Consolidation System
Reports Help
53
55. 7 Key Points to Take Home
• If you are on SEM-BPS, do not move to integrated planning for
SAP NetWeaver BW; instead go to BPS on SAP NetWeaver BW 7.0
platform and then in phases go to SAP BusinessObjects Planning
and Consolidation
• SAP BusinessObjects Planning and Consolidation implementation
is much quicker in comparison to integrated planning for SAP
NetWeaver BW
• Do not simply utilize any planning and consolidation resource;
use an SAP BusinessObjects Planning and Consolidation
resource
• SAP BusinessObjects Planning and Consolidation utilizes
Microsoft
Not a Microsoft look and feel, but actual Microsoft products
54
56. 7 Key Points to Take Home (cont.)
• SAP BusinessObjects Planning and Consolidation is much more
flexible than integrated planning for SAP NetWeaver BW
• SAP BusinessObjects Planning and Consolidation requires little
training
• SAP BusinessObjects Planning and Consolidation is the future of
planning and consolidation
55
57. Your Turn!
How to contact me:
Anna Vladi
annavladi@lzar.com
56
58. Disclaimer
SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver®, Duet™, PartnerEdge, and other SAP products and services mentioned herein as
well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All
other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor
controlled by SAP.
57