SAP® BusinessObjects™ Planning

and Consolidation, Version for SAP NetWeaver ®

 SAP BusinessObjects Enterprise Performance
Management Solutions
Improved Effectiveness and Performance Control
FOCUS FOR TODAY’S PRESENTATION:
SAP BusinessObjects Planning and
Better Control Performance
Consolidation
 Understand how your strategies will be impacted by risk and adjust plans and expectations
accordingly
 Reduce costs and increase working capital by closely monitoring and understanding company
spending
 Increase profitability by gaining insight into your best and worst customers, channels  Strategy Management
and products  Planning
 Consolidations
 Profitability and Cost Management
Increase Organizational Agility  Spend Analytics

 Improve the quality and speed of decisions by closing your books faster and more
accurately
 Create what-if scenarios and plan versions so you can compare alternatives and act with
confidence
 Understand the impact of changes so you can align operational capacity and support functions
with demand

Greater Context for Decision Making

 Empower every stakeholder to communicate, collaborate and execute on a defined plan of
action in context and real-time

© 2010 SAP AG. All rights reserved. / Page 2

 Plan and Execute;
Monitor and Analyze

Distribute plans and analyze variances to drive

Report
re-forecasts

Analyze Consolidate and model multiple scenarios

Collect Collaboratively create plans and forecasts

Communicate
Communicate top down targets, timelines, and guidelines

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 Proven Experience in Improving Financial Performance

Excel as the front-end was a huge hit with our users – Global 500 Food Consumer Product Company

“We successfully implemented a Budget Appset for 450+ users” – Global energy production and
management company

We are replacing our legacy system (Hyperion Enterprise) with a single interface for planning and
reporting [SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver] - Fortune
500 Food Consumer Product Company

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver provides much
flexibility for creating ad-hoc master data – Global 500 Food Consumer Product Company

© 2010 SAP AG. All rights reserved. / Page 4

 Key Points

 Whether you are a C-level executive or manager, you can streamline the planning, budgeting
and forecasting process in addition to generating statutory, regulatory and management
reports with accuracy, speed and confidence
 Most importantly, everyone involved, from senior executives to the line of business budget
owners, can collaborate and agree upon a mutual plan to achieve execution excellence
 Business users increase productivity with an intuitive web interface and familiar office tools
such as Excel, running against a single data source. Intelligent Action Panes guide users on the
tasks they can perform at any given moment
 IT backlog and time spent managing applications is reduced as the solution enables
business users to own and maintain their own environment
 Executives can minimize business and compliance risk by having a fast, accurate close
process that is fully audited and management reports that operate from a single version of
the truth

© 2010 SAP AG. All rights reserved. / Page 5

 SAP Rated #1 for Planning and Budgeting

Source: November 19, 2009, The Forrester Wave™: Business Performance Solutions, Q4 2009, by Paul D. Hamerman
© 2010 SAP AG. All rights reserved. / Page 6
 SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver
Streamlined Planning, Budgeting, Forecasting and Fast Close

Familiar and easy to use

 Increase user adoption and reduce reliance on
IT with a solution that is designed to be owned
and maintained by business users

Process-centric
 Configurable business process flows guide
users and drive process consistency

Unified
 Save time and reduce errors with a single,
integrated solution for planning and
consolidation

© 2010 SAP AG. All rights reserved. / Page 7

 Familiar and Easy-to-Use

Familiar and easy to use interfaces reduce learning curve and increase adoption

 Choice of Excel, Word, PowerPoint, and web interfaces

 Excel without “spreadsheet hell” - live access to
central data repository creates a single version of truth,
ensuring organizational alignment
 Allows use of native Excel functions, formatting,
and formula preservation, reducing training time
and costs
 Easy adoption of existing Excel templates as
planning schedules

© 2010 SAP AG. All rights reserved. / Page 8

 Familiar and Easy-to-Use

Context-sensitive intelligent action panes aid productivity

 Guides activities and improves productivity

 Helps users know “what” to do “when”, “why”
and
“how”
 Facilitates collaboration with built-in
discussion threads and unstructured
data sharing

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 Familiar and Easy-to-Use

Setup by IT – Owned and managed by business users

IT Responsibility Business User Responsibility
 Hardware  Application Security
 Security and Authentication  Users
 Users  Roles
 Roles  Privileges

 Privileges  Hierarchies and Roll Ups

 Data and Application Infrastructure  Report Templates
 Database Server  Excel, Word, PowerPoint Templates
 Application Server  Create and Modify Metrics and Measures
 OLAP Structure

 Self-service financial reporting

ensures any user can create
information on the fly
 Wizard-driven interfaces simplify
content creation and
administration processes

© 2010 SAP AG. All rights reserved. / Page 10

 Process-centric

Customizable business process flows ensure consistency and minimize training

 Step-by-step guidance through planning processes

 Enforce policies and procedures - track process status
and completion
 Customizable to the specific needs of your organization

© 2010 SAP AG. All rights reserved. / Page 11

 Unified

Integrated planning and consolidation

Business planning Forecasting and consensus building

 Budgeting  Rolling forecasts
 Sales/revenue planning  Continuous planning
 Capital expenditure planning  Collaboration
 Headcount/staffing
 Expense planning
 Cash flow planning

Consolidation Financial reporting and analysis

 Intercompany matching/reconciliation  Ad hoc
 Intercompany eliminations  Driver analysis (industry, growth, capacity, etc.)
 Management roll-ups  Variance analysis
 Legal consolidation

© 2010 SAP AG. All rights reserved. / Page 12

 Unified

Save time and reduce errors with a single, integrated application

 Speed up the time to value with a single deployment for

planning, budgeting, forecasting and consolidations
(management and statutory)
 Achieve a consistent user experience across planning and
consolidation processes
 Reduce the risk of errors by moving data between multiple
financial applications

© 2010 SAP AG. All rights reserved. / Page 13

 SAP BusinessObjects Planning and Consolidation, version
for SAP NetWeaver
Streamlines planning and Operational Tasks
automates consolidation

Distribution
Collection

Analysis &
Communication

Consolidation

Reporting
 Supports top-down and bottom up planning
leading to timely, more accurate plans that are
aligned with strategic goals
 Facilitates collaborative planning across all Strategic Planning

Business Processes
functions for more accurate budgets Budgeting

 Enables continuous planning and rolling

Periodic Close
forecasts to meet rapidly changing business
Forecasting
conditions and reduce budget cycle time
Performance
 Automates the consolidation process, meeting all Measurement

financial reporting requirements with a complete

audit trail for a fast, accurate close

© 2010 SAP AG. All rights reserved. / Page 14

 SAP BusinessObjects Planning and Consolidation 7.5,
Version for SAP NetWeaver
InfoView  Rebranding
Harmonize  Single Sign On
Web Intelligence Voyager Xcelsius Explorer
 Extended platform support

Metadata and Data

 In-product visualizations and reporting are planned to be
Planning and Consolidation, version for enhanced by allowing connectivity to SAP
Process Controls SAP NetWeaver BusinessObjects BI solutions
 Enhanced integration with SAP ERP and SAP
Actual / Plan
Connect NetWeaver BW
 Integration of SAP BusinessObjects Process Control
Financial Consolidation & Extended Planning and Consolidation, version for
Analytics SAP NetWeaver  Support for SAP BusinessObjects Financial Information
Management
Costs & Capacity
 Business Process Flows

Profitability and Cost Management Planning and Consolidation, version for  Business Rules enhancements
SAP NetWeaver
 Drill-through to source systems (ex. ERP)
Financial Information Management Extend  Excel client updates
 Consolidations enhancements
 IFRS Starter Kit
Business
SAP NetWeaver  New XBRL capabilities
Suite Non-SAP sources and platforms
BW

© SAP
20102008
SAP /AG.
Page
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rights reserved. / Page 15
 SAP BusinessObjects Planning and Consolidation 7.5,
Version for SAP NetWeaver
Summary benefits

 Extended reporting and analysis via integration with the SAP BusinessObjects BI platform
 Single-sign on and extended authentication support via support of SAP BusinessObjects Enterprise
 Enhanced integration with SAP NetWeaver BW and ERP for more seamless movement of data
 Reduced integration effort and richer compliance through improved integration with source systems and
other EPM applications enabled by Financial Information Management
 Business Process Flows to guide consistent planning and consolidation processes
 Drill-through to detail capabilities
 Enhanced usability in the Excel client with utilization of the Excel ribbon
 Enhanced consolidation capabilities for greater ease of use and better performance
 Faster, easier compliance with increased regulatory requirements for XBRL

© 2010 SAP AG. All rights reserved. / Page 16

THANK YOU!