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Simplified Financial Planning Overview of the

Options Available Today


Pras Chatterjee, SAP EPM Product Marketing
May 2016

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Legal Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the
permission of SAP. This presentation is not subject to your license agreement or any other service or subscription
agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related
presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation
and SAP's strategy and possible future developments, products and or platforms directions and functionality are all
subject to change and may be changed by SAP at any time for any reason without notice. The information in this
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is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of
merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and
may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except
if such damages were caused by SAPs willful misconduct or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,
which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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Agenda
FP&A Priorities for Finance

FP&A Solutions from SAP


SAP Business Planning & Consolidation, version for the Microsoft platform
SAP Business Planning and Consolidation, version for SAP NetWeaver
SAP Business Planning and Consolidation, optimized for S/4HANA Finance
SAP Cloud for Analytics, for planning

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FP&A Priorities for Finance

The CFOs New Reality


Achieving Financial Excellence while Keeping Up with the Accelerating Pace of Business

Increasing complexity of
external conditions

Explosion of Big Data

BUSINESS
TRENDS
Pressure to support global
growth initiatives

Requirement to reduce the


cost of finance

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TECHNOLOGY
TRENDS

Millennial work style enabled


by networks and mobility

Accelerated adoption of
technology innovations

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This Means Greater Expectations of Finance


Leading CFOs are transforming the Finance Function
From reporting to
INSIGHT

From being consulted to


LEADING CHANGE

From observing to a
KEY CONTRIBUTOR

From score keeper to


BUSINESS PARTNER
*Note: In comparison to
average performers;
Source: SAP Performance
Benchmarking;

45%

57%

99%

71%

51%

Increase in
operating margin

Fewer days to close


annual books

Less Bad Debt

Reduction of overnight
batch processing

Lower finance
cost

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In fact

FP&A may be

the most important skill set


for finance leaders

or or
anan
SAP
affiliate
company.
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reserved.
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2014SAP
SAPSE
AG
SAP
affiliate
company.
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reserved.

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FP&A Solutions from SAP

The right mix

managed

or or
anan
SAP
affiliate
company.
All rights
reserved.
2016
2014SAP
SAPSE
AG
SAP
affiliate
company.
All rights
reserved.

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Positioning SAP Planning Solutions: BPC and SAP Cloud for Analytics
Customer has
a significant
SAP
footprint?
No

BPC MS

No

Customer
wants cloud

Yes

Customer
wants cloud

No

BPC NW

Yes

Customer
looking for
SaaS (Public
Cloud)
Yes

Cloud for
Analytics

No

BPC NW on
HEC (could be
part of
S/4HANA on
Cloud)

Yes

Cloud for
Analytics

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Overview: SAP Financial planning solutions


Alternative Planning Options

SAP Business Planning and


Consolidation Standard Model

Prerequisites/Restrictions

Any supported release and


database

Corresponding Planning
Solution to be licensed

BPC NW or BPC MS. Available onpremise


or via Managed (Private) Cloud on
HEC

SAP Business Planning and


Consolidation Embedded Model

BPC 10.1, SAP NetWeaver 7.4,


and HANA
as underlying database

BPC NW. Available on-premise or


via
Managed (Private) Cloud on HEC

SAP BPC optimized for S/4HANA


Finance (formerly IBPf)

S/4HANA Finance (ERP on HANA


with SAP Accounting)

BPC NW. Available on-premise or


via
Managed (Private) Cloud on HEC

SAP Cloud for Analytics for planning

No prerequisites

SAP Cloud for Analytics for planning.


(Public cloud on HCP)

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1. All BPC choice is


dependent on
specific Use Case to
be addressed.

2. The embedded
model is NOT
designed to replace
the standard model.
3. Currently there is
investment in
Embedded but with
intent of bringing
modeling flexibility
and user experience
in line with Standard

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SAP Business Planning and Consolidation, version


for the Microsoft Platform

SAP Business Planning and Consolidation, version for the


Microsoft platform
Streamline planning, budgeting and forecasting processes in any environment
Increase organizational agility

Leverage Microsoft Excel and web UIs to meet the needs


of users in Finance and beyond

Perform aggregations, allocations and other manual


processes automatically for shorter planning cycles

Run multiple what if scenarios real-time and course


correct faster for better results

Improve accuracy of plans and budgets

Achieve planning consistency with configurable business


process flows

Utilize a centralized data store versus standalone


spreadsheets for a single version of the truth

Plan and consolidate in a single app built for


Finance

Use a single solution for planning and consolidations for


reduced cost of ownership and increased productivity
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SAP Business Planning and Consolidation 10.1


Version for the Microsoft platform
Increased usability
New HTML5 UI supports easier navigation and cross-platform
readiness
New Web report and input form capabilities now available

Enhanced support for automated variance analysis

Bidirectional integration with SAP Cloud for Analytics for


planning

Solution today
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SAP Business Planning and Consolidation, version for Microsoft


Scope

Key benefits

Advanced consolidation monitor


Custom branding support

Single place for customers to run and monitor all consolidation tasks,
providing greater visibility

Incremental consolidation

Promoting customers own brand in end-user experience

Matrix consolidation

Better performance and productivity to run consolidation when data


changes, reducing time to close

Controls monitor
Advanced business process flow
Ability to open Excel reports from
workspace

Easier way to run both legal consolidation and management


consolidation by sharing same model and data

Exception-based validation with greater control and visibility, enhancing
accuracy

Support for Chrome and Microsoft More powerful and flexible process flow for planning and consolidation
platform updates
activities

Support for mobile app
Greater productivity by allowing business users to group relevant
reports together for frequent use under the same business context
Broader adoption, better performance and scalability by leveraging
mainstream and latest technologies

Broader adoption and increased engagement by leveraging mobile
devices

Planned innovations
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SAP Business Planning and Consolidation, version


for SAP NetWeaver

SAP Business Planning and Consolidation, version for SAP


NetWeaver
Streamlined planning and a faster, more compliant close
Agile
Engage across Finance and beyond with Microsoft Excel,
HTML5 and mobile interfaces
Rapidly deploy a best practice solution with packaged industry
and functional content
Reduce implementation time and costs leveraging the HANA
Enterprise Cloud and subscription pricing

Accurate
Achieve better results by quickly identifying true business
drivers and planning accordingly
Increase forecast accuracy leveraging embedded predictive
capabilities of SAP HANA
Plan at any level of detail and shrink consolidated financial
reporting time leveraging the SAP HANA real-time platform

Unified
Save time and reduce errors with a single, integrated solution
for planning and consolidations
Lower cost of ownership and reduce data duplication with
ability to leverage existing BW data warehouse objects
Improve consistency with direct access to master data and
actuals
SAP
Suite
powered
2016
SAP SEin
or an
SAP Business
affiliate company.
All rights
reserved. by SAP HANA

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SAP Business Planning and Consolidation 10.1,


Version for SAP NetWeaver, powered by SAP HANA
Enhanced analysis and planning capabilities
Optimize planning functions using the SAP HANA platform for better, more
timely decisions
Use existing integrated planning models in the SAP Business Warehouse
(SAP BW) application and benefit from acceleration due to SAP HANA,
in addition to new capabilities

Increased usability
New HTML5 user interface (UI) supports easier navigation and
cross-platform readiness

Lower cost of ownership


New modeling capabilities have tighter integration into SAP BW and the SAP
ERP application
Deploy with the SAP HANA Enterprise Cloud service with subscription pricing
to get up and running faster with lower up-front costs

Bidirectional integration with SAP Cloud for Analytics for planning


Solution today
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Unified
Deeper BW Integration

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Unified
Completely integrated with SAP NetWeaver BW and SAP ERP

Save time and reduce cost of ownership by


leveraging existing data warehouse objects
Reduce ETL requirements
Deploy easier using existing data models
Leverage standard SAP NetWeaver functions
such as security, information broadcasting, BI
Content and more
Integrated with SAP Simple Finance for Real
Time reporting and calculations

Planning Layout

Aggregation
Level

MultiProvider
Example of a
possible data
model
DataStore

Real-Time InfoCube
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InfoCube

DataStore Object
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SAP BPC Embedded Model


Primary Use Cases for BPC Embedded Model Planning
Use Case
Existing BI-IP customers looking to
optimize on HANA

Customers looking for deep integration


with BW and by extension SAP ERP

Explanation
Facilitates existing BI-IP customers taking advantage of HANA optimizations whist protecting
existing investment. No need to re-build

Ability exists to leverage existing BW content and employ certain BW Concepts which are
not available with the standard model

- Data which exists in SAP BW can be accessed and used for both planning and
reporting without the need for data replication to BPC

- Master Data and Meta-Data can be shared between BPC and BW without the need
for replication

Embedded planning supports a multi-key figure model (similar for example to CO-PA)
whereas the standard model uses a single key figure model

Optimized calculation performance is

The vast majority of calculation logic executes directly in-memory

critical

Customer wishes to implement BPC


today but move to BPC optimized for
S/4HANA Finance in the future for a
similar purpose

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BPC Optimized for S/4HANA built on the embedded model. SAP provides guidance on
transition without re-implementation

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SAP Business Planning and Consolidation, version for SAP


NetWeaver
Scope

Key benefits

Real-time consolidation

With consolidation on SAP Business Planning and Consolidation embedded, customers


can perform financial consolidation on real-time actual data from SAP S/4HANA without
End-to-end line-of business (LoB)
data replication
modeling

Enhanced journal
Advanced consolidation monitor
Advanced incremental
consolidation
Continuous UX improvements
Advanced comment
Integration with predictive
analytics
Integration with SAP
BusinessObjects Design Studio
and SAP Lumira software
Continuous office client
convergence
Integration between SAP
Business Planning and
Consolidation and SAP
Disclosure Management

Enables business users to easily define and execute their own planning scenario with
reduced IT involvement
Improved journal posting usability with new multiple journal templates and journal
validations
Customers can improve efficiency by defining consolidation-related tasks in the
consolidation monitor
Enhanced record-based incremental consolidation to reduce consolidation time
Refined UX for better usability and performance on SAP Business Planning and
Consolidation HTML5 Web client
Full commentary capabilities, enhancing complex planning processes
More accurate planning with user-friendly predictive capabilities using the predictive
analysis library in SAP HANA
Able to easily build and deploy mobile-enabled analytical applications, leverage existing
investments
Converged office client providing harmonized UX for both SAP Business Planning and
Consolidation standard and embedded
Seamless data integration to SAP Disclosure Management

Planned innovations
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SAP Business Planning and Consolidation,


optimized for S/4HANA Finance

The Traditional Financial Reporting and Planning Environment


Reporting
Application(s)

Data Warehouse
Reconciliation

Reconciliation
Periodic
Replication

Planning
Application
Reconciliation

Periodic
Replication

ETL / File

ETL / File

General Ledger 1

ETL / File

Consolidation
Application
BPC
Periodic
Replication

ETL / File

Reconciliation

ETL / File

General Ledger 2, .
ETL Extract transform & load

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SAP BPC NW on HANA optimized for S/4HANA Finance - Planning


What is BPC Planning optimized for S/4 HANA
Finance?
Enables financial planning capabilities provided by SAP BPC to be
seamlessly integrated in S/4HANA Finance user interfaces and
workflows, effectively replacing current financial planning
capabilities in SAP ERP

How does it differ from Traditional BPC?


Supports Real-time access to master data and actuals maintained in
S/4HANA Finance facilitating real time monitoring and analysis
Eliminates need for periodic data replication
Fully integrates into the S/4HANA system, no separate system
requirements.
Delivers content designed to function out of the box
Provides new FIORI based reporting options

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SAPs Unique value Proposition: S/4HANA


An Integrated platform supporting the end to end Financial Reporting and Planning process

S/4HANA Finance
SAP Business Planning and Consolidation
Planning
Consolidation
(Available today)
(Planned)

SAP ERP

SAP ERP

Central Finance
Real time Integration
(Available Today)

Non-SAP
ERP

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SAP Accounting
(Available today)

SAP Cash Management


(Available today)
SAP HANA

Single, integrated environment


Universal journal as the foundation / single source of truth
Shared master data and actuals
Real-Time data access, no replication of data
Central Finance option facilitating live business in a multi-ERP environment and
facilitating ease of integration on acquisition.
High performance, scalable in-memory platform
Full Data Traceability

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S/4HANA: The unique value of Central Finance


Data harmonization across the finance function
Interface landscape complexity reduction
Facilitates a single source of truth for all financial
reporting across the Corporation
Financial data to desired level of granularity
Full data traceability
Ease of merger and acquisition onboarding
No business user disruption
Easily model business scenarios

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Reference key to identify document


in source system

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Top 10 Benefits of SAP Business Planning and Consolidation


optimized for S/4HANA Finance
1
2

Real Time Data Access


Enables fast issue resolution and gets you
closer to the business

Single Environment
Perform your planning and actuals activities in one financial
system

Delivered Content
Accelerate innovation and reducing cost of implementation
with out of the box functionality and ready to use

Responsiveness
Closes the gap between insight and action

Top of the line visualization capabilities using SAP Fiori and


SAP BusinessObjects tools

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Integrate your financial plans across the enterprise with a


single tool for collaboration across the Finance function

Modern User Experience


State-of-the-art user experience using the
latest technology innovations

Start Today
8

Enhanced Visualization

Integrated Financial Planning

10

Start with SAP Business Planning and Consolidation today


and move to S/4HANA model in the future without reimplementation

Harmonized Processes and Data


Common processes across your plans and actuals leveraged
in one system (consistency between plan and actual data)

Foundation for Finance


Transformation and Innovation
A seamless path to your finance transformation

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SAP Business Planning and Consolidation optimized for


SAP S/4HANA Finance
Scope

Key benefits

Simulation of cost allocations

Enhanced support for simulating impact of changes on


key drivers of allocated costs on receiving administrative
and production cost centers

Activity-type planning

How-to guide integration


between profit-and-loss and
balance-sheet planning via BRF+
(business rules framework)
Integration with SAP Integrated
Business Planning for sales and
operations planning
Real-time consolidation

Easily estimate the consumption of and resultant costs


of consuming internal services during the planning
process

Reduced time and effort and greater accuracy in the


derivation of planned balance-sheet amounts based on
profit and loss planning

Enhanced data quality and reduced effort in integrating


sales and operational planning data into the overall
profit-and-loss planning process
With consolidation on SAP Business Planning and
Consolidation embedded, ability to perform financial
consolidation on real-time actual data from SAP
S/4HANA without data replication

Planned Innovations
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Sle

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SAP Cloud for Analytics, for planning

The cloud is eating the world analytics


Within the next 2 years

36%

Already replaced or planning


to replace with SaaS BI

31%

Already complementing or planning


to complement with SaaS BI

Primary reasons for investing in public cloud


Agility

56%

Cost

14%

Innovation

13%

Quality 10%

Other

7%

Financial 5%
Source: Gartner CIO Survey, 2014

Source: "Application Adoption Trends 2015: The SaaS Boom


Continues As Businesses Demand Agility. Forrester

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SAP Cloud for Analytics overview

SAP Digital Boardroom


SAP Cloud for Analytics

Capabilities

Business
Intelligence

Planning

Predictive*

Planning

Forecasting

Governance, Risk,
and Compliance*

Exploration

Allocation

Segmentation

Access controls

Storyboards

Core

Data connectivity
and modeling

Visualizations and
geospatial

Collaboration and
events

Advanced
analytics

Auditing and
monitoring

Cloud data sources


And applications

SAP HANA Cloud Platform

On-premise data sources and applications


* Planned
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SAP Analytics strategy

SAP Cloud for Analytics


Provide new
SaaS Analytics
capabilities

Continued investment
in existing solutions

All analytics capabilities


in one product

Consumer-grade
user experience

Embedded and
standalone

High-performance,
real-time platform

Software-as-a-Service in the Public Cloud

Enterprise BI

Agile Visualization

SAP BusinessObjects
BI Suite

SAP Lumira

BI 4.2
Design Studio 1.6
Analysis Office 2.2

Lumira 1.29

Advanced
Analytics

EPM

GRC

SAP Predictive
Analytics

Ex. SAP Business


Planning and
Consolidation (BPC)

Ex. SAP Risk


Management

Predictive Analytics 2.4

BPC 10.1 NW SP08

Risk Management 10.1 SP11

On-premise and/or Private Cloud Deployment Options

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Simplify

Simply create and modify


calculations and planning models
and on the fly

Take action anytime, anywhere on


the desktop or on the go

Align plans across Finance and


business units with direct
integration into SAP Business
Planning and Consolidation

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Experience

Analyze, plan and visualize in the same


application

Personalize your KPIs, dashboard,


processes and storyboards

Collaborate in-context of your plan and


make faster decisions

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Trust

Enjoy a new generation of planning


in the cloud with a modern look and
feel

Plan and simulate at any level of


detail, with any number of users, at
any time

Drive high performance planning


and forecasting process with the
SAP HANA Cloud Platform

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SAP Cloud for Analytics for planning


Home Screen
The home screen is a dashboard a personal
place in which you can organize your data
such as in charts, reports, events, and notes
Interactive Tiles
Flexible visualization and drill-down capabilities.

Hichert IBCS Notation


Professional business charting
Collaboration and Timeline Panel

Organize and structure your work with build-in


chat and workflow functionality.

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SAP Cloud for Analytics for planning


Models
A model is a representation of business data
to define relationships, calculations, and
data of an organization or business
segment
Easy set up
Models with multiple perspectives are easy to
create in an Excel-like interface
Preview Panel
Visual representation of your modeled data

Data Import
Upload of external data sources and integration
with SAP on-premise systems
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SAP Cloud for Analytics for planning


Collaboration
To optimize collaborative decision-making
processes and ensure future accountability,
SAP Cloud for Analytics for planning comes
with context-based social collaboration
capabilities
Stay in context
Collaborate directly on your plans instead of
having to use yet an other application and send
offline data

Access from anywhere


Share report versions, discuss on cells,
assign tasks, and attach any file you
uploaded
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SAP Cloud for Analytics for planning


Allocations
Feature:

The allocation functionality allows users to define


rules for source and target data spreading.
Benefit:

Create allocation rules within the application


without the requirement for complex script based
modeling.
Example:
Analyst wants to spread shared services costs
across other cost centers based on user defined
rules.

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Integration with SAP Business Planning and Consolidation


Hybrid Scenario

Corporate Finance

Strategic Business Units

On premise

Extend SAP Business Planning and


Consolidation deployment with
complementary, integrated
Departmental/Strategic Business
Unit (SBU) scenarios in the Cloud

SAP Cloud
for Analytics

Private Cloud
(HEC)

2016
2015 SAP
SAP SE
AGor
oran
anSAP
SAPaffiliate
affiliatecompany.
company.All
Allrights
rightsreserved.
reserved.

Public
Cloud

SAP Business
Planning and
Consolidation

SAP Cloud
for Analytics

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Positioning SAP Planning Solutions: BPC and SAP Cloud for Analytics
Customer has
a significant
SAP
footprint?
No

BPC MS

No

Customer
wants cloud

Yes

Customer
wants cloud

No

BPC NW

Yes

Customer
looking for
SaaS (Public
Cloud)
Yes

Cloud for
Analytics

No

BPC NW on
HEC (could be
part of
S/4HANA on
Cloud)

Yes

Cloud for
Analytics

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Q&A

Thank you