10 Tips to Fast-Track Your SAP Business Planning and …wpc.0b0c.edgecastcdn.net/000B0C/Presentations/FIN2016_Wright_10... · • Script Logic Parallelization ... • Multi-Key Figure

Produced by Wellesley Information Services, LLC, publisher of SAPinsider. © 2016 Wellesley Information Services. All rights reserved.

10 Tips to Fast-Track Your SAP Business Planning and Consolidation Implementation or Migration Project

Greg Wright VantagePoint Solutions

1

In This Session

• This session provides leading practice tips and practical expert advice for guiding your

SAP Business Planning and Consolidation (BPC) implementation or migration

Practical, field-tested areas to plan for a successful project

Advice about level of detail, data integration, validation, and ETL

What BPC 10.1 offers

BPC upgrade paths and approaches, while taking your existing SAP environment into

account

Obtain lessons to properly identify any outstanding issues in all areas of your current

production environment so you can fix them before the implementation or upgrade

Understand SAP’s support for all releases of SAP Business Planning and

Consolidation and SAP’s EPM strategy

2

What We’ll Cover

• Keep the strategic goal in mind

• Ten key preparation steps for a successful BPC implementation

• Five tips for identifying the right level of data for your needs

• BPC 10.1 offering

• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1

• Migration options for moving to SAP BPC version for Microsoft 10.1

• Migrating from EvDRE to EPM Add-In templates

• SAP’s EPM support and strategy

• Wrap-up

3

Focus on Two Main Perspectives

• Upgrade to 10.1

BPC MS 7.5

BPC NW 7.5/10.0

• New implementation

Which version

Which platform

Microsoft

SAP NetWeaver®

Hosted

Cloud for Analytics

Source: SAP Product Availability Matrix

4

Robust Financial Platform — Enterprise Performance Management

5

Items to Consider

• Timelines

• Strategy

• Business disruption

• Known areas to “standardize”

• Data sources

• Data preparation/cleansing

• Calculation engine

Dimension formula and Calculation scripts

• Templates

• Security

• UAT

• Rollout

6

Master Data Controls

• At source system(s)

• In EDW/DataMart

• Via Master Data Management

• Data manager/BPC

• HANA

7

Source Data Managed

• Flat files

• Enterprise Data Warehouse

• DataMart

• HANA

• Various

8

Data Integration Considerations

• Automation

• Real-time

• Validation/error handling

• Drill-through

• Integration with Business

Intelligence/Reporting Strategy

9

Enterprise Performance Management Execution

• Once the business process has been agreed, the underlying issues keeping

organizations from resolving this problem that will be adopted and leveraged enterprise-

wide are:

The lack of clarity around technology

Appropriate staffing

Project approach

• Don’t forget the vision

Source: VantagePoint

10

Identifying Your Position in the Journey

• Requires that you ask the right questions

Even when the company thinks it knows the answer

• Requires the right people be in the room

Vision can’t be cast from the bottom-up

• Requires consensus on the answers

Need to understand the cross-functional impact

11

What We’ll Cover









• Wrap-up

12

Key Area 1 — Executive Sponsorship

• Is there willingness to provide sufficient resources and funding?

• Does the sponsor have authority to make the key decisions across functional areas?

• Is the sponsor present?

• Is the sponsor engaged?

13

Key Area 2 — Business Vision

• Is there a clear vision across all stakeholders?

• Are there common processes across all consistencies?

• Gain an understanding of the desired output expected from each of the stakeholders

• Gain an understanding of the desired input expected from each of the stakeholders

14

Key Area 3 — Communication

• Do you have an effective form of communication in place for the project?

• Is there a shared directory for project artifacts?

• Personal communication is a must

• Regular core team status meetings

Process flows

Pain points and opportunities

Potential new processes and impact downstream

15

Key Area 4 — Clear Requirements

• Do you have existing, well-documented processes in place?

• Have you discussed potential new processes and their downstream impact?

• Requirements are always wrong

16

Key Area 5 — Data

• What is the desired level to plan/analyze … and does your actual data support this level?

• What other metrics are required?

• What are the sources?

• How “clean”/homogenized is your data?

Data Validation

• Don’t overestimate your knowledge of your own data

• Don’t underestimate the time required for data

validation

• Be patient and expect multiple iterations. Plan on it.

17

Key Area 6 — Project Team

• Do you have the right people for the team?

• Are they knowledgeable, cooperative, and results-oriented?

• Make process owners and subject matter experts available during the whole process

• Mitigate risk by spreading the work rather than relying on a select few people

• Ensure extended team members understand their roles

• Structure the team for communication, collaboration, and executive action

18

Key Area 6 — Project Team (cont.)

19

Key Area 7 — Critical Success Factors

• Do you have the right people for the team?

• Have stakeholders identified and agreed on CSFs?

Project charter

Measurable/Actionable/Substantial/Accessible

• Have you considered ongoing maintenance and support as a CSF?

20

Key Area 8 — Implementation Partner

• Have you developed an adequate RFP to assess vendors?

• Meet your finalists in person

• Find someone who has done similar projects before

• Lean on your partner. Avoid trap of “we do things differently …”

21

Key Area 9 — Project Management

• Does your organization contain project management skills?

• Will the project manager have proper authority over resources?

• Internal, Vendor, both

• A good project manager promotes great deliveries

22

Key Area 10 — Change Management

• Do you expect a high level of change to your current process?

• Gain an understanding of where your highest resistance will come from, and proactively

sell the change

• Never skimp on Training/Knowledge Transfer: now and future

• Establish your Long-Term support plan before the

project ends

IT support

System Administrator

Service-Level Agreements/Expectations

Contact/Management

Internal/External Source: Spencer Johnson, M.D

23

What We’ll Cover









• Wrap-up

24

Data Tip 1 — Keep the Focus on Required Insights

• What type of questions do you want to ask of your data?

• Focus on what is required for planning or reporting, not what data is available

• More is not always better

25

Data Tip 2 — Minimize Movement, Maximize Visibility

• Focus on minimizing data movement from one system to the other

• Use drill-through for access to transactional data on a “web-enabled” transaction

• HANA handles large volumes, but getting data still involves ETL costs

• Automate where possible

• Pull from source using vanilla capabilities as much as possible

26

Data Tip 3 — Keep Actuals in Focus

• You can’t report data you don’t diligently capture

• Plan at the level where comparable actual data is available

• Don’t confuse “what is” available with what you “would like” to be available

27

Data Tip 4 — The Right Data for Your Specified Model

• Planning models have different requirements from reporting models

• A healthy BPC environment has separate models for separate data:

Financials and management reporting

Tax reporting

Capital expenditures

Workforce/Headcount management

Sales (by product and/or customer)

Expenses (by vendor)

28

Data Tip 5 — Remember the Bottom Line

• Every bit of data has a cost

Disk space

Network bandwidth

Performance

Backup and recovery

ETL

Documentation

• Compare value provided versus additional cost when determining data granularity

29

What We’ll Cover









• Wrap-up

30

BPC 10.1 Major Enhancement Areas

Area Enhancement

User Experience • EPM Excel Add-In – Drag and drop functionality simplifies ad hoc

reporting and end-user experience

• New Web User Interface and Mobile Capabilities – engages

executive team and non-financial stakeholders

Functionality • Process Flows

• Visibility into Consolidations and Planning processes

• Creation and monitoring of controls

• Enhanced Audit tracking

• Journal Entries

Infrastructure/System

Performance

• Improved Application Performance

• Script Logic Parallelization

• Deeper HANA integration

• Enhanced integration between SAP EPM and BI suites

31

BPC Terminology Change

32

BPC Platform Options

• Microsoft Standard

• SAP NetWeaver

BW Standard

BW running on HANA Standard

• HANA

SAP S/4HANA Embedded

• Cloud for Analytics

Cloud for Analytics for planning

Cloud for Analytics for analysis

Cloud for Analytics for predictive

Digital Boardroom

33

BPC 10.1 NW Standard vs. Embedded

Feature Standard Embedded

Data Modeling • Single Key Figure

• Protected Namespace

• Multi-Key Figure

• Full EDW access

Transact Data • Data copied to BPC namespace • Data sourced from EDW

Master Data • Copied to BPC namespace

• Cannot use compound master data

• Can be utilized from EDW

• Can use compounded definitions

SQL Push to HANA • Use BAdI • Delivered functionality

Cell locking • Last in wins • First in wins

Calcs • Script logic

• HANA-optimized functions

• FOX formula logic (functions can execute in

HANA)

• HANA-optimized functions

Consolidation • Full function consolidation • Planning only

User Interface • EPM Add-in and Web

• EPM Add-in has Drill through,

Disaggregation enabled

• EPM Add-in (BEx query), Analysis for Office,

BEx, and Web

• EPM Add-in has drill-through, Disaggregation on

roadmap Source: SAP Platform Solution Group

34

What We’ll Cover









• Wrap-up

35

Migrating to Classic BPC 10.x NW

• Classic BPC NW Migration Paths

7.0 7.5 10.0 10.1

7.0 7.5 10.1

• BW Accelerator (optional)

7.0 7.2

36

Migration Information in the PAM

Prerequisites are in the Product Availability Matrix (PAM)

https://support.sap.com/pam *

BPC Version Product Name

7.5 MS SBOP PC 7.5 FOR MICROSOFT



7.5 MW SBOP PC 7.5 FOR SAP NW

10.0 NW SBOP PC 10.0 FOR SAP NW

10.1 NW SBOP PC 10.1 FOR SAP NW (this includes Standard and Embedded)

* Requires login credentials to the SAP Service Marketplace

https://support.sap.com/pam

37

Migration Steps to Classic BPC 10.1 NW

• Migrate software components

Migrate to BW 7.4

Migrate to BWA 7.2 (optional)

Execute the migration program

7.5 to 10.1 tcode: SE38 program UJT_MIGRATE_75_TO_101

10.0 to 10.1 tcode: SE38 program UJT_MIGRATE_100_TO_101

• Migrate data and features

Upgrade security from Active Directory or CMS to SAP BW user accounts

Deal with errors that may occur

Create functionality not supported in the migrate program

Regression test and validate

38

Migration Utility for BPC 7.5 NW to 10.0 NW

39

Migration Utility Parameters

40

BPC Features That Migrate

BPC Objects, Tasks, and Process Migrated

Administrative settings

Applications Models

Dimensions

Terminology adjustments for new naming conventions

User IDs

Owner and reviewer properties of the dimensions

Security: teams, task profiles, data access profiles, assignments

Journals

Business rules

Validation rules controls

Data manager features, including process chains, script logic, prompts

Content library

Business process flows (BPFs)

41

BPC Features That Do Not Migrate

BPC Objects, Tasks and Process Migrated

Log files from Data Manager

Live reports (they need to be rebuilt in the workspace area of the new version)

Custom web pages and reports (rebuild using the new web features)

SAP BusinessObjects Dashboards (Xcelsius®)

42

Viable Migration Options for BPC 10.1 NW Classic

Option 1

In Place

Option 2

Copy

Option 3

Clean Slate

Direct migration on your existing system.

Migrate BW first, then BPC

Entire system in copied and then migrated Fresh installation or SAP BW 7.4 SP5+

and BPC 10.1

Run UJBR to transfer data

Pros:

• Straightforward

• Technical upgrade, little or no

reimplementation

• No additional hardware or system

requirements

Pros:

• Straightforward

• Production not affected

• Technical upgrade, little or no

reimplementation

Pros:

• Most controlled and managed

• Clean

• Production not affected

• Ability to “clean” processes

Cons

• Disruptive to users

• BW and BPC are completely unavailable

• Exacerbated if problems cause delays

Cons:

• Issues in current environment may be

propagated

Cons:

• Requires full installation and

configuration on all servers,

prerequisites, and customizations

43

What We’ll Cover









• Wrap-up

44

Migration to BPC 10.1 Microsoft

• No migration program

BPC software is uninstalled and reinstalled with the new version

Migrating the Appset (7.5) to an Environment (10.1) is accomplished using the BPC

Server Manager on the Application Server

45

Migration Steps to BPC 10.1 MS

• Server software migration

Back up the 7.x Appset

Uninstall BPC 7.x

Install BPC 10.1 on the Application Server

• Data migration

Restore the 7.x Appset backup

Migrate the 7.x Appset to a 10.1 Environment

Review the migration log

Deal with errors that may occur

Migrate the features not supported

Regression test and validate

46

BPC Features That Migrate


Fact table data and comments

Administrative settings

Applications Models

Dimensions

Terminology adjustments for new naming conventions

User IDs

Owner and reviewer properties of the dimensions

Security: teams, task profiles, data access profiles, assignments

Journals

Business rules

Data manager features, including process chains, script logic, prompts

Content library

Business process flows (BPFs) – some have been removed or changed

47

BPC Features That Migrate (cont.)


Published books

Log files from Data Manager

Stored procedures and other custom SQL objects

48

BPC Features That Do Not Migrate


Live reports (they need to be rebuilt in the workspace area of the new version)

Custom Data Manager Packages; standard packages (Copy, Move, Admin_Optimize) can be copied

from EnvironmentShell to each model

49

BPC 10.1 MS Server Manager

50

BPC 10.1 MS Server Manager (cont.)

51

BPC 10.1 MS Server Manager (cont.)

52

BPC 10.1 MS Migration Log

53

What We’ll Cover









• Wrap-up

54

EvDRE to EPM Add-In Report Migration

55

EvDRE Support in the EPM Add-In

• EvDRE preforms well in the EPM Add-In

• There is a short list of EvDRE features and EV functions not supported

1. Insert Member functionality

2. EvHNV()

3. EvMNU()

4. MNU macros (e.g., MNU_eTools_Expand)

• Testing converted templates can be a time sink

56

Report Migration Approach

• If you have in-house EvDRE expertise:

Train your organization on the EPM Add-in

Identify all mission-critical report and input templates

Regression test reports “as is” (EvDRE functions)

Remediate as required

1. Update EvDRE function

2. Rewrite in EPM Add-in

Create all new reports and input templates in EPM Add-in

All ad hoc reports using the EPM Add-in

As proficiency increases and time allows, migrate legacy EvDRE as necessary

57

Report Migration Approach (cont.)

• If you DO NOT have in-house EvDRE expertise:

Train your organization on the EPM Add-in

Identify all mission-critical report and input templates

Regression test reports “as is” (EvDRE functions)

Remediate as required

1. Migrate EvDRE reports with migration tool, or

2. Rewrite in EPM Add-in

Create all new reports and input templates in EPM Add-in

All ad hoc reports using the EPM Add-in

58

What We’ll Cover









• Wrap-up

59

SAP’s Support Strategy for All BPC Versions

Version GA* EOMM** Location Calculations

10.1 NW Emb Jun, 2014 12/31/2020 EDW FOX, HANA-optimized functions

10.1 NW Std Jun, 2014 12/31/2020 /CPMB/ BPC Advanced Logic, BAdI

10.0 NW Apr, 2012 12/31/2020 /CPMB/ BPC Advanced Logic, BAdI

7.5 NW Aug, 2010 12/31/2017 /CPMB/ BPC Advanced Logic, BAdI

7.0 NW Apr, 2009 3/31/2016 /CPMB/ BPC Advanced Logic, BAdI

10.1 MS Jul, 2015 12/31/2020 Any SQL instance BPC Advanced Logic, Stored Procedures

10.0 MS Feb, 2012 12/31/2020 Any SQL instance BPC Advanced Logic, Stored Procedures

7.5 MS Dec, 2009 3/31/2016 Any SQL instance BPC Advanced Logic, Stored Procedures

7.0 MS Aug, 2008 3/31/2016 Any SQL instance BPC Advanced Logic, Stored Procedures

* Generally Available

** End of Mainstream Maintenance

Source: SAP Product Availability Matrix

60

SAP Solutions for EPM

61

SAP EPM Focus

62

EPM Vision

63

What We’ll Cover









• Wrap-up

64

Where to Find More Information

• SAP EPM product requirements and release dates (product availability matrix)

https://service.sap.com/sap/support/pam *

Detailed roadmap for all SAP EPM solutions

http://global.sap.com/analytics/index.html#section_3

BPC release notes and installation information – available on request

http://help.sap.com/boepm

• SAP Cloud for Analytics on the SAP Help Portal

http://help.sap.com/cloud4planning

• Sizing guide – available on request

http://service.sap.com/sizing *

• SAP EPM Unwired application

https://itunes.apple.com/us/app/sap-epm-unwired/id566455850?mt=8

*Requires login credentials to the SAP Service Marketplace

https://service.sap.com/sap/support/pam

http://global.sap.com/analytics/index.html#section_3

http://help.sap.com/boepm

http://help.sap.com/cloud4planning

http://service.sap.com/sizing






65

7 Key Points to Take Home

• Think strategically about the platform

• Treat the upgrade as a project

• Get the business commitment and buy-in participation

• Take the opportunity to refine the process and keep the models current. Simplify and

Standardize.

• Commit to the new functions, including the Office EPM Add-in

• Grow the platform and maximize ROI

• Leverage experience of SAP BPC partners to guide you to the finish line efficiently

66

Your Turn!

How to contact me:

Greg Wright

Email: [email protected]

Twitter: @gregwright_epm

Please remember to complete your session evaluation

67

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other

countries. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP SE.

Disclaimer

Wellesley Information Services, 20 Carematrix Drive, Dedham, MA 02026 Copyright © 2016 Wellesley Information Services. All rights reserved.

Documents

10 Tips to Fast-Track Your SAP Business Planning and …wpc.0b0c.edgecastcdn.net/000B0C/Presentations/FIN2016_Wright_10... · • Script Logic Parallelization ... • Multi-Key Figure