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Enterprise Performance
Management
Practical usage of SAP BPC for integrated planning and consolidation in European companies.
Ingmar Christiaens, Managing Partner, Taurus-i
December 16, 2010
Agenda
1. Introductions
2. Drivers for SAP BPC
3. Cases
� BPC consolidation for a midsized company
� BPC planning for a multinational
4. Do’s and don’t’s
5. Q&A
Taurus-i
Performance Management Experts
IMPLEMENTATION
System audits
Vision and strategy
Package selection
Implementation “From-scratch”
Performance tuning
EDUCATION
Client specific trainings
Hands-on workshops
Coaching
Official SAP trainings on BW, BPC, CRM ...
MAINTENANCE
Strategy and vision on maintenance
Setup of your maintenance org.
Execute and maintain
Outsourcing
RFC impl.
TE
CH
NIC
AL
BU
SIN
ES
S
Agenda
1. Introductions
2. Drivers for SAP BPC
3. Cases
� BPC consolidation for a midsized company
� BPC planning for a multinational
4. Do’s and don’t’s
5. Q&A
Drivers for SAP BPC
Companies around the world face unprecedented challenges due to:
� The global economic crisis
� Cost cutting
� More transparency needs
� Focus on ROI
� Different way of working
� Sustainable goal definition, better insight and transparent reporting
SAP BPC is not just a financial exercise, but a completely integrated business
process!
Agenda
1. Introductions
2. Drivers for BPC
3. Cases
� BPC consolidation for a midsized company
� BPC planning for a multinational
4. Do’s and don’t’s
5. Q&A
Consolidation on BPC Microsoft edition
SAP BPC consolidation for a midsized production company
� BPC 7.0 for consolidation on a Microsoft SQL Server platform
� Legal consolidation of 7 legal entities, all 100% owned
� “Simple” intercompany eliminations with plausibility and completeness checks
� Consolidation of investments
� Statutory consolidation planned for 2011
� Financial planning an forecasting planned to go live end of September 2010
� SAP BPC Planning is being implemented for financial P/L and B/S planning and rolling
forecasting
� Automated group planning roll up
� Adjustment of reports to measure actuals vs. planned figures
� Dashboards on high level planned for end of 2010
� Dashboards in BPC Excel front-end to monitor forecasts vs. actuals
� Drill down capabilities for analysis purposes
Planning on BPC Netweaver edition
SAP BPC planning for a large multinational specialized in people flow movement
� SAP BPC 7.5 Ramp Up for planning and BO reporting/dashboarding
� Operational and financial planning on detailed and aggregated level
� Dashboarding with BO Xcelsius
� Goal: optimization and harmonization of processes on top of SAP BI 7.0
� Enterprise Performance Management initiative
� Global planning process on detailed and aggregated level
� Enhancing the Business Intelligence platform
Agenda
1. Introductions
2. Drivers for BPC
3. Cases
� BPC consolidation for a midsized company
� BPC planning for a multinational
4. Do’s and don’t’s
5. Q&A
Do’s and don’t’s
� Have your company strategy in line with the Performance Management initiative
� Follow a clear methodology
(see annex for “predictable methodology eliminates risks”)
� Your blueprint is vital; spend enough time on it!
(see annex for “inputs that drive the to-be blueprint”)
� Planning and consolidation is a process. Have it identified!
(see annex for “BPC process flow example”)
� Get your data sorted out (both actuals and historical planning/forecasts)
� Size your hardware correctly
� Think big, start small
Agenda
1. Introductions
2. Drivers for BPC
3. Cases
� BPC consolidation for a midsized company
� BPC planning for a multinational
4. Do’s and don’t’s
5. Q&A
Annex: Predictable methodoloy eliminates
risks
Project
Preparation
Go-Live
& Support
Realization
Business
Blue Print
Final
Preparation
A successful implementation begins with good planning PROCESS definition
& communication
Solid foundation established through requirements gathering,
solution design, comprehensive project planning, and
technical infrastructure setup and installation
Solution build out and development
User Acceptance Testing; testing & validation of
performance expectations; application tuning
Solution rollout and “go live” deployment,
post go live review; support transition; future phase planning
1
2
3
4
5
Annex: Inputs that drive the to-be blueprint
• Facilitated Workshops to develop detailed Blueprints and scenarios
• Detailed process flows and narratives
• Process controls
• SAP Best Practices
• Your Business Planning Process
• Business requirements
• Input from process owners
• Business Requirements
• Global Hierarchies
• Internal Controls
• High-level process issues, business opportunities and impacts leveraging existing work products
Blueprint Inputs
SAP Process
Templates
Blueprint Workshops
“To Be” Process
Blueprint
Business Knowledge
and Experience
Gap Analysis
RICEF-W Definition
Change Impacts
AES Data Blueprint
Requirements
Blueprint Drivers Blueprint Outcomes
• Leverage relevant components
“As Is” Fit / Gap
Assessment
Annex: BPC process flow example
BPC Engagement Model (Process Flow)
Sales/CP
engages in
Presales
Activities
Scope and Definition of the Project
RCC to assist
in project
estimation
Tech Mgr
assesses
Req.
Sales/CP
prepares
SOW
Client Signs
the Contract
CDM for
staffing Req
Client Reviews
SOW & Staff
Model
Agrees? Yes
No
Sales/CP for
Team
Meeting
PMO for PM
if needed
Team Arrives
at Client
Team Arrives
at Client
Technical
Install of BPC
- Kyle’s team
PM/PL
Review Proj.
Oversight
Create initial
Project Plan
Review
Scope and
Requirements
Gather As-is
processIdentify GAP
Document
Design
Decisions
Perform
Workshop
Sessions
Solution
Architecture
Environment
Available for
Configuration
SuccessReview
Current
Reports
Initial
Configuration
Validate
Environment
Access
Validate
Environment
Access
Plan
Workshop
Sessions
This can be done throughout the phase to provide POC examples to address client’s need
Plan
Workshop
Sessions
Update
Project Plan
Lock Down
Business
Requirements
Blueprinting
DocumentApproval
Blueprinting
Document
Environment
Configuration
Develop User
Training
Performance
Tuning
Unit TestingReports/Input
Templates
Cut-Over
from Test to
Prod
Design Test
Scripts
Go Live
Post
Implement.
Support
Applicaton /
Technical
Review
Post
Implement.
Review
Project Sign-
off
Deliver User
Training
Review Go-
Live Script
Go Live
User
Acceptance
Testing
Client Rollout
to Users
Dimensions
Setup
Component &
Integrated
Testing
Application
Setup
Business
RulesScript Logic
Develop User
Training
User
Acceptance
Testing
Technical
Operations
Manual
Infrastructure
Test
Project
Closure
Develop User
Manual
Design
Document