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. Dos and donts 5. Q&A

Taurus-i Performance Management Experts

IMPLEMENTATION
BUSINESS System audits Vision and strategy Package selection

EDUCATION
Client specific trainings Hands-on workshops Coaching

MAINTENANCE
Strategy and vision on maintenance Setup of your maintenance org.

TECHNICAL

Implementation From-scratch Performance tuning

Official SAP trainings on BW, BPC, CRM ...

Execute and maintain Outsourcing RFC impl.

Agenda

1. Introductions 2. Drivers for SAP BPC 3. Cases

BPC consolidation for a midsized company BPC planning for a multinational

4. Dos and donts 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. Dos and donts 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. Dos and donts 5. Q&A

Dos and donts

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. Dos and donts 5. Q&A

Contact
Taurus-i Ingmar Christiaens Mobile: +32 498 353755 Mail: ingmar.christiaens@taurus-i.com

Annex: Predictable methodoloy eliminates risks

1 Project Preparation

A successful implementation begins with good planning PROCESS definition & communication 2 Business Blue Print Solid foundation established through requirements gathering, solution design, comprehensive project planning, and technical infrastructure setup and installation 3 Realization Solution build out and development 4 Final Preparation 5 Go-Live & Support

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

Annex: Inputs that drive the to-be blueprint

Blueprint Drivers

Blueprint Inputs

Blueprint Outcomes

AES Data Blueprint Requirements

As Is Fit / Gap Assessment

To Be Process Blueprint

Business Requirements Global Hierarchies Internal Controls

Leverage relevant components

Business Knowledge and Experience

Gap Analysis

RICEF-W Definition

SAP Process Templates

Business requirements Input from process owners

Blueprint Workshops Change Impacts

SAP Best Practices Your Business Planning Process Facilitated Workshops to develop detailed Blueprints and scenarios Detailed process flows and narratives Process controls

High-level process issues, business opportunities and impacts leveraging existing work products

Annex: BPC process flow example

BPC Engagement Model (Process Flow)
Scope and Definition of the Project Sales/CP engages in Presales Activities RCC to assist in project estimation PMO for PM if needed Tech Mgr assesses Req. CDM for staffing Req Sales/CP prepares SOW Client Reviews SOW & Staff Model No Agrees? Yes Client Signs the Contract Sales/CP for Team Meeting Team Arrives at Client

Team Arrives at Client

Technical Install of BPC - Kyles team PM/PL Review Proj. Oversight

Success

Environment Available for Configuration

Validate Environment Access

Review Scope and Requirements

Create initial Project Plan

Gather As-is process

Review Current Reports

Identify GAP

Plan Workshop Sessions

Validate Environment Access Plan Workshop Sessions

This can be done throughout the phase to provide POC examples to address clients need

Initial Configuration

Client Rollout to Users

Perform Workshop Sessions

Solution Architecture

Update Project Plan

Lock Down Document Business Design Requirements Decisions

Approval

Blueprinting Document

Design Document Blueprinting Document

Environment Configuration

Dimensions Setup

Application Setup

Business Rules

Script Logic

Develop User Manual

Develop User Training

Reports/Input Templates

Unit Testing

Component & Integrated Testing

Design Test Scripts

User Acceptance Testing

User Acceptance Testing

Performance Tuning

Infrastructure Test

Technical Operations Manual

Review GoLive Script

Cut-Over from Test to Prod Go Live

Develop User Training

Deliver User Training

Go Live

Post Implement. Support Applicaton / Technical Review Post Implement. Review

Project Closure Project Signoff