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

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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

Contact

Taurus-i

Ingmar Christiaens

Mobile: +32 498 353755

Mail: ingmar.christiaens@taurus-i.com

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