SAP BPC Material
description
Transcript of SAP BPC Material
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2007 ABeam Consulting CONFIDENTIAL DOCUMENTTechnical Proposal 2011 ABeam Consulting
Table of Content
SAP BPC Overview
SAP BPC Annual Budgeting Process
SAP BPC Monthly Submission
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SAP BPC - Business Planning and Consolidation Overview
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2011 ABeam Consulting April 2011
Choice of Word, PowerPoint, web and Excel 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
Familiar and easy to use interfaces reduce learning curve and increase adoption
Familiar and easy to use
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2011 ABeam Consulting April 2011
Setup by IT owned and managed by business usersBusiness User Responsibility Application Security
Users Roles Privileges
Hierarchies and Roll Ups Business Process Flows
Modification of Packaged Process Flows Creation of New Process Flows
Report Templates Excel, Word, PowerPoint Templates Create and Modify Metrics and Measures
IT Responsibility Hardware Security and Authentication
Users Roles Privileges
Data and Application Infrastructure Database Server Application Server OLAP Structure
Self-service financial reporting ensures any user can create information on the fly Wizard-driven interfaces simplify content creation and administration processes
Familiar and easy to use
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2011 ABeam Consulting April 2011
Step-by-step guidance through planning processes
Enforce policies and procedures - track process status and completion
Out-of-the box templates for sales and revenue planning, CAPEX planning, workforce planning, budgeted financial statement reports, forecasting and more
Customizable business process flows ensure consistency and minimize training
Process-centric
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2011 ABeam Consulting April 2011
Integrated planning
Unified
Financial reporting and analysis Ad hoc Automated variance analysis Driver analysis (industry, growth, capacity,
etc.)
Business planning Budgeting Sales/revenue planning Capital expenditure planning Headcount/staffing Expense planning Cash flow planning
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2011 ABeam Consulting April 2011
Table of Content
SAP BPC Overview
SAP BPC Annual Budgeting Process
SAP BPC Consolidation
SAP BPC Monthly Submission
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SAP BPC Annual Budgeting Process
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2011 ABeam Consulting April 2011
Streamlines Planning Processes
HR BudgetExpense Budget
Balance SheetInitial Budget
Business Process Centric
Revenue & COS
Consolidation & Review
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StreamlinePlanning
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Capital Expenditure Budget
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2011 ABeam Consulting April 2011
Business Process FlowAt a Glance Status of All Steps in a Process
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2011 ABeam Consulting April 2011
Business Process FlowEnsure consistency and minimize training
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2011 ABeam Consulting April 2011
Business Process FlowSteps Completion Control
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2011 ABeam Consulting April 2011
Annual Budgeting ProcessInitial Budget & Set Target
Seeding new budget version based on existing version
Setting up standard assumptions for budgeting drivers (HR rate, standard Capex rate etc.)
Set target and perform top-down allocation
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
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2011 ABeam Consulting April 2011
Annual Budgeting ProcessInitial Budget & Set Target
Seeding new budget version based on existing version
Setting up standard assumptions for budgeting drivers (HR rate, standard Capex rate etc.)
Set target and perform top-down allocation
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessRevenue & Cost of Sales Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Enter budget for revenue and cost of sale by products
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessRevenue & Cost of Sales Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Enter budget for revenue and cost of sale by products
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessHuman Resources Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Enter planning data for individual employee by department (new hire, transfer, promotion etc.)
Review and approve transfer and promotion
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessExpenses Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Enter budget for non driver base accounts
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessCapital Expenditure Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Enter budget for capital expenditure by department and calculation of depreciation
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessCapital Expenditure Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessBalance Sheet & Cash Flow
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Balance Sheet adjustment with drivers such as DSO (Days Sales Outstanding) for A/R budget, DPO (Days Payable Outstanding) for A/P budget, Inventory Turn to drive inventory balance
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessBalance Sheet & Cash Flow
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Real time result of Cash Flow Statement
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessBudget Consolidation & Review
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Perform allocation of entity based expenses to product level
Review reports
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
Annual Budgeting ProcessBudget Consolidation & Review
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
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2011 ABeam Consulting April 2011
1. Initial Budget & Set Target
2. Revenue & COS Budget
3. HR Budget
4. ExpenseBudget
5. CAPEX Budget
6. Balance Sheet &
Cash Flow7. Consolidation
& Review
Annual Budgeting ProcessBudget Consolidation & Review
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2011 ABeam Consulting April 2011
Table of Content
SAP BPC Overview
SAP BPC Annual Budgeting Process
SAP BPC Consolidation
SAP BPC Monthly Submission
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SAP BPC Monthly Submission
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2011 ABeam Consulting April 2011
Business Process FlowMonthly Submission
Monthly Submission process allows users to submit their monthly/quarterly information to the group/sub-group
Monthly Submission BPF consist of steps: Enter Data. Actual data loading from
transactional system into BPC. For most customers, this is an automated process. However, some customers are unable to load data from the source system and need to manually input the data. This can easily be accomplished through Excel input schedules.
Enter Local Adjustment. Adjustment can be made to fulfill statutory, regulatory and financial reporting requirements such as GAAP, IFRS, IAS
Reporting. Generating reports and submission process
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1. Enter Data
2. Enter Local
Adjustment3. Reporting
Monthly SubmissionEnter Data
Data Loading can be made manually or system automated
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1. Enter Data
2. Enter Local
Adjustment3. Reporting
PL report as result of data loading
Monthly SubmissionEnter Data
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2011 ABeam Consulting April 2011
1. Enter Data
2. Enter Local
Adjustment3. Reporting
Validation checks is configurable validation to provide controls to prevent a user from overlooking a validation error
Monthly SubmissionEnter Data
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1. Enter Data
2. Enter Local
Adjustment3. Reporting
Often local site managers need to make adjustments for GAAP or other standards. For example, the Italy office would need to enter adjustments for reporting under US GAAP if the group reports in the US.
Monthly SubmissionEnter Local Adjustment
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2011 ABeam Consulting April 2011
1. Enter Data
2. Enter Local
Adjustment3. Reporting
Provide reports of P/L, B/S, Cash Flow, etc
Monthly SubmissionReporting
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2007 ABeam Consulting CONFIDENTIAL DOCUMENTTechnical Proposal 2011 ABeam Consulting 33