SAP Planning and Consolidation

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What is SAP Planning and Consolidation?
SAP Planning and Consolidation (BPC) is an important solution of the SAP Enterprise Performance Management
(EPM) suite and can help your organization capitalize on the value of your existing data assets. BPC gives you access
to reliable corporate data as well as streamlines planning and consolidation processes. It lets you align operational
plans with corporate goals, initiatives and metrics defined using the SAP Strategy Management application. You
execute to plan, understand risk factors, and have the financial resources budgeted to support all initiatives. This
comprehensive approach helps you maximize business profitability and effectively manage risk and compliance –
while optimizing corporate systems, people, and processes.
SAP BPC improves productivity by streamlining and aligning bottom-up and top-down planning processes. It can
accelerate the financial close, shorten budget cycles, and improve compliance by automating manual processes and
enabling complete visibility from budgets to actuals. It provides a unified solution for planning, budgeting, forecasting,
and consolidation that is designed to be owned and maintained by finance managers and can fit into any IT
SAP Planning and Consolidation

landscape.

Business Benefits
• Reduce cycle time for creating and approving budgets by enabling finance and line-of-business managers to
collaborate on aligning budgets.
• Improve planning and forecasting accuracy via a unified, agile solution that supports rapid re-forecasting and
standard business processes.
• Empower business users to own and modify common business processes without IT assistance via a solution they
can maintain themselves.
• Increase business user productivity with native access to familiar tools such as Microsoft Office.
• Minimize business and compliance risk by enabling transparent financial reporting with a fully documented audit trail
from a single data repository.

What does Gartner Say?

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According to Gartner’s Magic Quadrant for Corporate Figure 1

Performance Management Suites, SAP now has a
broad portfolio of applications through acquisition, and
its overall vision is very strong. The key strategic
components of SAP Strategy Management, SAP
Planning and Consolidation, SAP Profitability and Cost
Management, and SAP Financial Consolidation deliver
a good breadth and depth of functionality in all areas
of CPM.
SAP has an aggressive road map to deliver integration
among the various acquired CPM applications in its
portfolio and integration with SAP BW and
BusinessObjects BI. SAP has already delivered on the
initial phases of this road map, with Business Planning
and Consolidation (BPC) 10.1 on NetWeaver, bringing
functional parity BPC capabilities onto NetWeaver. In
keeping with BusinessObjects’ traditionally
heterogeneous strategy, the CPM products can be
purchased and deployed without the need for the SAP
NetWeaver/BI/BW stack.
Unified Solution for Budgeting, Forecasting, Planning and Financial Consolidation

Plan Budget Forecast Mgt Acc’s Legal Acc’s

Strategic Plan Top-Down, Bottom-up Rolling forecast Management Report Production reports
KPI Management Multi-currency Sensitivity analysis packs (P&L, B/Sh & cash
What-if Scenario budgeting processes Multiple forecast Ad hoc reporting flow)
modeling Sales, revenue Re-forecast Automated variance Multi GAAP, IFRS,
(COGS) planning Forecast accuracy analysis SOX
HR budgeting analysis Comparative reporting Peer-to-Peer
Driver based Version comparison (Act vs Bud) Intercompany
budgeting Driver analysis reconciliation
Capital expenditure (industry, growth, Journals
planning capacity, etc.) Management and
Workforce planning Book publishing statutory hierarchies
Expense budgeting wizard (HTML, PDF Sub-consolidations
Version comparison etc.) Audit trail (Line of
Global rates/drivers Simulation (Act vs sight)
Allocations and target Act@Bud) Multi-currency
setting Derived cash flow Ownership and
Commentary consolidation scope
Offline capability Enables XBRL
Data Flow
Data locking

Business Process Flows (BPFs), security, common data model

Allocations
Home T&E input(Disaggregation)

T&E input(Disaggregation)
Current Forecast 2012 East Us Travel & Entertainment Local Currency Periodic

! Save Data Refresh Suppress Comments(0) Drill Through(0) Work Status Edit More

Time
Account Product
Q3 2012 Jul2012 Aug 2012 Sep 2012

SAP Business Planning and Consolidation delivers powerful

Travel & entertainment Salt 30.000 6.999 6.794 7.000

Alaea Salt 904 512 257 134

1.307 1.006 118 181

allocation capabilities, providing a variety of methods and a very

Black Lave Salt

Butter Salt 1.047 88 449 510

Time
Account 731 Product 621 42 40
Calcium Chloride
Q3 2012 Jul2012 Aug 2012 Sep 2012

flexible way of defining allocations. Celery Salt 1.048 398 162

30.000 487
10.098 9.802 10.099
Travel&entertainment Salt

Chumak 1.506 417 521

1.304 567
739 371 193
Alaea Salt

472 97 315 59

• Allocate amounts based on user defined allocation rules:

Curing Salt Black Lave Salt 1.885 1.452 170 262

Cyclic Salt 554 8 299

1.511 246
127 648 735
Butter Salt

Flake Salt 556Calcium Chloride 142 284

1.059 129
896 60 102

- Select different methods Fleur De Sel

Gabelle
1.385Celery Salt

156Chumak
487

89
1.512
470

2.173
50
575
427

602
16
233

751
703

819

- Define mappings
585Curing Salt 79 681
309 140
197 455 85
Garlic

783Cyclic Salt 224 799

279 12
279 431 355
Gomashio

1.597Flake Salt 385 802

497 205
714 410 186
Halite

• Execute allocations in an on-demand manner or with every data entry Himalayan Salt

Lodised Salt
1.184Fleur De Sel

998Gabelle
114

150
1.998
915

225
166
702
155

129
676
678

72
617

23

point (real time allocations)

Garlic 845 114 445 284

Gomashio 1.130 323 403 402

Halite 2.305 556 717 1.031

Himalayan Salt 1.709 164 1.320 224

Lodised Salt 1.435 216 242 976

Forecasting
Create forecasts with flexibility
• Update baseline plans with latest actual numbers and inclusion of
future state numbers
• Compare multiple sets of data (e.g. actuals, plan, forecast versions,
budget, strategic plan)
• Create rolling forecasts that set constant time horizons into the future
• Leverage rolling forecasts to automatically split current year between
actual and forecast and automatically update all reports as time
progresses
Driver Based Planning
Store multiple sets of assumptions and establish “Driver Formulas”
• Load drivers such as Currency Rates, Costs, Volumes and Prices
• Integrate drivers directly from source system (e.g. ECC, BW) through
integrated data and master data models
• Maintain Driver Formulas through user defined Business Rules
• Calculate Formulas on-demand or real-time

What If Analysis, Seeding & Modelling

Ability to move data between Scenarios for “unofficial” analysis
• Move data from Source to Destination as needed
• Take your data from Actuals / Forecasts / Budgets and seed into your
current scenario to avoid Zero Based Budgeting
• Creating new versions is very easy in BPC. Users/administrators, with
appropriate security, can utilize a Data Manager Package to walk through
the process. New versions can be seeded based on existing versions.

Mobile Performance Management

Leverage mobile solutions including SAP BusinessObjects Mobile and
Sybase Unwired Platform

SAP EPM Unwired mobile client as entry point into SAP solutions for
EPM 10.0:
• Next-generation user experience on the iPad
• Complementary SAP solutions for EPM 10.0
• Hybrid support for on-premise and on-demand scenarios that are
seamless to the end-user

Why MDS ap ?
MDS ap is a professional service provider of Enterprise Performance Management and Group Finance. Our area
of work spans from Strategic Finance, Planning Budgeting and Forecasting, Management Reporting, Analytics,
Business Intelligence to Financial Consolidation and Legal Entity Management. Furthermore, we provide
automated creation of filings, including annual/quarterly reports and board books with fully incorporated XBRL
tagging.

The combination of EPM knowledge and the passion for quality enables our certified consultants to translate the
customer’s requirement into optimized business processes using the latest information technology.
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