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What’s New in SAP Business Planning and
Consolidation 10.0 and Roadmap Update
September 2013
Safe Harbor Statement
The information in this presentation is confidential and proprietary to SAP and may not be disclosed
without the permission of SAP. This presentation is not subject to your license agreement or any
other service or subscription agreement with SAP. SAP has no obligation to pursue any course of
business outlined in this document or any related presentation, or to develop or release any
functionality mentioned therein. This document, or any related presentation and SAP's strategy and
possible future developments, products and or platforms directions and functionality are all subject
to change and may be changed by SAP at any time for any reason without notice. The information
on this document is not a commitment, promise or legal obligation to deliver any material, code or
functionality. This document is provided without a warranty of any kind, either express or implied,
including but not limited to, the implied warranties of merchantability, fitness for a particular
purpose, or non-infringement. This document is for informational purposes and may not be
incorporated into a contract. SAP assumes no responsibility for errors or omissions in this
document, except if such damages were caused by SAP intentionally or grossly negligent.
All forward-looking statements are subject to various risks and uncertainties that could cause actual
results to differ materially from expectations. Readers are cautioned not to place undue reliance on
these forward-looking statements, which speak only as of their dates, and they should not be relied
upon in making purchasing decisions.
© 2013 SAP AG. All rights reserved.
2
Analytics solutions from SAP
Turn real-time insight into big-time results
Cloud
Business
Intelligence
Mobile
Applied
Analytics
Enterprise
Performance
Management
Predictive
Analytics
Big Data
Governance,
Risk, and
Compliance
Information Management
© 2013 SAP AG. All rights reserved.
SAP HANA
Social
Data Warehousing
3
Release 10.0 of SAP solutions for EPM
Unified
Comprehensive
Common interfaces for the user
experience leads to quicker adoption
and improved productivity.
Prepackaged best practice–based
solutions for specific industries and
lines of business deliver faster time to
value with better results.
Deeper integration with the SAP
NetWeaver® technology platform, the
SAP ERP application, and analytics
applications improves manageability
and reduces the total cost of
ownership.
The comprehensive set of EPM
solutions includes disclosure
management functions that accelerate
the last mile of finance.
Transformational
Mobile performance management
increases productivity and helps
organizations become more agile,
responsive, and better equipped to
succeed.
Applications powered by SAP HANA®
software provide instant insight and
allow users to plan at levels of detail
that were never possible before.
Solution today
© 2013 SAP AG. All rights reserved.
4
Understanding the different releases of
SAP Business Planning and Consolidation
Planned
dates
Version for
SAP NetWeaver
Version for the
Microsoft platform
2007
SAP Business Planning and Consolidation is available as two
distinct (separately priced) applications – a version for SAP
NetWeaver and a version for the Microsoft platform.
Release 5.1
SAP Business Planning and Consolidation 5.1, version for the
Microsoft platform, runs on the Microsoft platform.
SAP is pursuing a dual-release product strategy:
Release 7.0
Release 7.5
2013
Release 7.0
Release 7.5
Release 10.0
Release 10.0
Generally available
Generally available
1. SAP Business Planning and Consolidation 7.0, version for the
Microsoft platform, succeeds the 5.1 release
2. SAP Business Planning and Consolidation 7.0, version for SAP
NetWeaver, is a new product running on the SAP NetWeaver
platform (it is not a successor to the 5.1 release)
Release 10.0 of SAP Business Planning and Consolidation, version
for SAP NetWeaver and SAP Business Planning and Consolidation,
version for the Microsoft Platform are currently in mass shipment
(generally available).
SAP continues to invest in both versions.
Solution today
© 2013 SAP AG. All rights reserved.
5
SAP Business Planning and Consolidation 10.0, version
for the Microsoft platform
BI portal, SAP NetWeaver Portal, browsers, and enterprise portals
SAP BusinessObjects BI solutions
Microsoft Office
Workspace
and UI*
Harmonize
Harmonized Web user interface
Common standards for SAP products
New EPM add-in for Microsoft Office
Connect
Full support for Microsoft Office 2010 and
embedded portal scenarios
Enhanced integration with SAP solutions for
EPM and source systems via the SAP
Financial Information Management application
Harmonized Web UI; common EPM add-in
SAP Disclosure Management
SAP Strategy Management
SAP Business Planning and
Consolidation, version for the
Microsoft platform
SAP Financial Consolidation
SAP Intercompany
SAP Profitability and
Cost Management
SAP Financial Information Management
Extend
SAP Business Suite and
SAP NetWeaver BW
*User interface
Non-SAP sources
and platforms
Extended support for VMware use in
production environments**
Full Unicode and 64-bit support
Automated variance analysis
Enhanced consolidation functions
Performance enhancements
**Details can be found here: https://service.sap.com/sap/support/notes/1098847
Solution today
© 2013 SAP AG. All rights reserved.
6
SAP Business Planning and Consolidation, version for the
Microsoft platform
Scope
Enhanced reporting functionality,
performance, and usability with the
EPM add-in for Microsoft Office
Support for an expanded Microsoft
platform (Windows 8, Internet
Explorer 10.0, and Microsoft Office
2013)
Mobile access with SAP EPM
Unwired
Enhanced starter kits and rapiddeployment solutions for financial
close and disclosure management
(IFRS: International Financial
Reporting Standards) and strategic
financial planning
Key benefits
Increased reporting functionality
and productivity
Better performance and scalability
by leveraging the latest Microsoft
technologies
Broader adoption and increased
engagement by leveraging mobile
devices
Reduced implementation time and
simplified compliance with IFRS by
using preconfigured content
Planned innovations
© 2013 SAP AG. All rights reserved.
7
Automated Variance Analysis (AVA)
Automatically understand key contributors to performance
View variances (e.g., Plan vs. Actual)
quickly and easily without spending time
creating and analyzing variance reports
Save time and reduce errors with
automated navigation of application
data to determine top contributors to
a variance
Quickly see the status of KPIs
Discover hidden under and over-performing
child members and % contribution to
parent KPI variance
© 2013 SAP AG. All rights reserved.
8
SAP Business Planning and Consolidation 10.0,
version for SAP NetWeaver
BI portal, SAP NetWeaver Portal, browsers, and enterprise portals
SAP BusinessObjects BI solutions Microsoft Office
Workspace
and UI*
Harmonize
Harmonized Web user interface
Common standards for SAP products
New EPM add-in for Microsoft Office
Connect
Enhanced integration with SAP NetWeaver
and SAP solutions for EPM via SAP
Financial Information Management
Native authentication for SAP NetWeaver
Support for transport framework of SAP
NetWeaver BW
Extend
Extended support for virtualization use in
production environments**
Enhanced consolidation functions
Briefing books
Harmonized Web UI; common EPM add-in
SAP Disclosure Management
SAP Strategy Management
SAP Risk Management
SAP Process Control
SAP Business Planning and
Consolidation, version for SAP
NetWeaver
SAP Financial Consolidation
SAP Intercompany
SAP Profitability and
Cost Management
SAP Financial Information Management
SAP Business Suite and
SAP NetWeaver BW
*User interface
Non-SAP sources
and platforms
**Details can be found here: https://service.sap.com/sap/support/notes/1098847
Solution today
© 2013 SAP AG. All rights reserved.
9
SAP Business Planning and Consolidation, version for
SAP NetWeaver
Scope
Planning applications kit features
introduced into SAP Business Planning
and Consolidation powered by SAP
HANA for planning directly on existing
enterprise data warehouse (EDW)
InfoObjects used with the SAP
NetWeaver Business Warehouse (SAP
NetWeaver BW) application
Mobile enhancements
New HTML5 Web user interface
Enhanced reporting support with the
EPM add-in for Microsoft Office
Reporting support for the analyzer and
reporting tools of SAP Business Explorer
(SAP BEx) tools
Enhanced starter kits and rapiddeployment solutions for financial close
and disclosure management (IFRS and
U.S. GAAP), financial results insight,
and strategic financial planning
Key benefits
Simplified deployment options
Tighter integration with master and
transactional data with real-time
consumption
Greater integration with master and
transactional data with real-time
consumption
Elimination of data redundancies and
leveraging existing EDW data models
for planning
Broader adoption and increased
engagement by leveraging mobile
devices and greater usability for more
regions and users (right-to-left
language display options, for
example)
Added reporting functions and
increased productivity
Improved insight into current and
historical views of data
Reduced implementation time and
simplified compliance with IFRS and
U.S .GAAP thanks to preconfigured
content
Planned innovations
© 2013 SAP AG. All rights reserved.
10
SAP Business Planning and Consolidation, version for
SAP NetWeaver – powered by SAP HANA
Planned
Performance, scalability, integration, and
usability:
Support for SAP Business Planning and
Consolidation, version for SAP NetWeaver, and
planning applications kit models
SAP Business Planning and Consolidation,
version for SAP NetWeaver, powered by SAP
HANA
EPM add-in for Microsoft Office,
Web, and mobile interfaces
SAP NetWeaver (server)
Best-in-class flexibility and integration with
InfoObjects used with SAP NetWeaver BW
1
Powered by SAP HANA for maximum planning
performance and scalability
Corporate
Financial
Plan
Single planning solution on SAP
NetWeaver BW powered by SAP HANA:
4
De-central
operational
Plan
2
3
Use of EPM add-in for Microsoft Office Excel client
across both models
SAP NetWeaver BW 7.4
Single HTML5 Web user interface
SAP HANA
NOTE: Requires SAP Business Planning and Consolidation,
version for SAP NetWeaver, license and SAP HANA license
Planned innovations
© 2013 SAP AG. All rights reserved.
11
Harmonize
New Web 2.0 user interface
Redesigned Web 2.0 interface for modern look and feel and better productivity
Reduce manual work with new and
improved web-based report designer
featuring easy to use member selector
Save time searching for content with
new content library that houses all
reports, input schedules, dashboards
etc. in a central location making it easier
to find
Increase productivity when working with
multiple reports, dashboards etc. utilizing
new Workspaces that allow for faster
navigation between related/grouped
content
© 2013 SAP AG. All rights reserved.
12
Harmonize
EPM add-in for Microsoft Office
New and improved integration with Microsoft Office applications
Based upon:
Reporting and analytics software in SAP
Financial Consolidation and SAP Business
Planning and Consolidation, version for the
Microsoft platform
Provided with:
SAP Business Planning and Consolidation,
as central interface
Other EPM applications for Finance*, as
optional interface
Includes:
Enhanced Excel, Word and PowerPoint
interfaces for creating live, connected
reports from scratch and copying/pasting
existing reports between Word, Excel and
PowerPoint
* SAP Strategy Management; SAP Profitability and Cost Management; SAP
Financial Consolidation
© 2013 SAP AG. All rights reserved.
13
SAP BusinessObjects Planning and Consolidation 10.0,
support for EvDRE
As of SP3 of the 10.0 release, existing EvDRE reports can be opened in the new EPM
add-in for Microsoft Office Excel client without any report migration and only a simple,
technical upgrade of the SAP Business Planning and Consolidation back end
SAP recommends using the new features in the new Excel client (see below) for all new
reporting/planning needs
Drag-and-Drop Report
Design – See link for
example:
www.youtube.com/wat
ch?v=8gaMouHxBeA&
feature=relmfu
© 2013 SAP AG. All rights reserved.
14
Connect
Native SAP NetWeaver authentication
Improved integration with SAP NetWeaver security
Dynamically synchronize planning and
consolidation role and profile settings
with underlying SAP NetWeaver system
SAP NetWeaver BW rules are automatically
generated when security is maintained
within SAP Business Planning and
Consolidation, version for SAP NetWeaver
© 2013 SAP AG. All rights reserved.
15
Extend
Consolidation central
New web interface for performing consolidation tasks over the web
Perform day to day consolidation tasks
over the web using new consolidation
central interface:
Scope creation and maintenance
Journals data entry
Controls monitoring
Consolidation monitoring
© 2013 SAP AG. All rights reserved.
16
Extend
New Web 2.0 user administration interface
Simplify administration tasks with new web-based workspace
Easier creation and maintenance of
models*, dimensions, security, rules,
business process flows, work status and
more
New context defaults for models and
dimensions - models can be created by
leveraging an existing model as a source
New, hierarchical view of dimension
members for easier editing of dimension
hierarchies – drag/drop or move up/down
New editor for logic scripts** leverages
autocomplete for easier creation and
maintenance of logic script
New controls*** admin provides direct
access to controls, creation of control sets
(groups of controls), creation of advanced
formulas and more
*New name for Applications, ** New name for script logic
*** Controls replaces the former validation business rules
© 2013 SAP AG. All rights reserved.
17
SAP Business Planning and Consolidation,
version for SAP NetWeaver – powered by SAP HANA
Today
Performance and scalability:
Web and Microsoft Office clients
Utilize the powers of SAP HANA to provide
improved application performance on large data
sets
SAP NetWeaver (server)
Leverage the multithreading and in-memory
computation power of SAP HANA to accelerate
calculation-intensive operations
SAP Business Planning and Consolidation
10.0, version for
SAP NetWeaver
Customer-driven innovations:
SAP NetWeaver BW 7.3+
Co-innovate with customers to deliver
revolutionary business value for their investments
Target business functionality previously deemed
unfeasible due to performance considerations
SAP HANA
NOTE: SAP HANA is planned to be optional – no requirement to
replace a traditional relational database management system
Solution today
© 2013 SAP AG. All rights reserved.
18
SAP Business Planning and Consolidation, version for
SAP NetWeaver — powered by SAP HANA
A new era of enterprise planning
Better planning and
analysis
Better performance
Better engagement
Plan better and act faster
with instant insight into all
relevant data and real-time
planning capabilities
Accelerate planning and
consolidation processing
leveraging the power of inmemory technology
Simplify the input and
exploration of data for all
business users with nextgeneration user interfaces
© 2013 SAP AG. All rights reserved.
19
SAP Business Planning and Consolidation 10.0
Architecture and overview – with SAP HANA
NOTE: BWA is no longer needed...
© 2013 SAP AG. All rights reserved.
20
SAP Business Planning and Consolidation, version for SAP
NetWeaver - Powered by SAP HANA
Customer
Pain Points
Customer
Needs
Planning and forecasting cycles are too slow
Performance bottlenecks prevent planning at a
detailed level
Planning tools do not suit the majority of business
users – flexibility is lacking
Data latency slows decision making and corrective
action
Multiple copies of data are created that add
complexity to system management
Mobile deployment is difficult to deploy effectively
•
•
•
•
•
•
Spend more time on analysis and allow focus on
supporting the business
Shrink planning cycles and plan on a “right-time”
basis
Enable more detailed, cross-functional planning
React to actual market conditions faster
Eliminate guess work in creating a forecast by
employing statistical methods that can accurately
anticipate trends and variation
Provide 24/7 access to data via mobile devices and
react to events in real time
The Solution:
SAP Business Planning and Consolidation, version for SAP NetWeaver, powered by SAP HANA
•
•
•
•
•
•
•
•
Remove calculation delays from the planning critical path, with blazing fast in-memory execution
Reduce data latency – faster data loads
Eliminate “Blind Spots” in data by enabling the ability to process data at its lowest level of granularity
Simplify system architecture – one platform does it all: OLTP, OLAP, statistical , text, and geospatial capabilities
Easy to use and intuitive user interfaces
Easy to deploy mobile access capability
Fast development and deployment by leveraging SAP BW delivered content
Upgrade to the platform that is in the lead with: innovation, simplification, and adoption
© 2013 SAP AG. All rights reserved.
21
History
Since March 2012, with SAP Business Planning and Consolidation 10 SP6, customers have
the option to replace their traditional RDBMS systems with SAP HANA for use with SAP
NetWeaver. This change introduces a shift of processing from the Application layer to the
Database layer.
Running SAP Business Planning and Consolidation, version for SAP NetWeaver on SAP
HANA tackles the big data challenge, supports near real-time planning and analysis by
reducing decision cycle times, and empowers granular planning and scenario modeling for
better preparation and more accurate results.
© 2013 SAP AG. All rights reserved.
22
Extend
Continuous optimization and enhancements with each new service pack
New features and functionality with service pack releases
Usability
Innovation
•
Advanced hierarchy support (SP07)
•
Equity pick-up for non-consolidated entities (SP08)
•
Reporting on archived data (SP07)
•
Time dependent hierarchies (SP09)
•
BPF reopen (SP07)
•
EPM Unwired Mobile Platform
•
Enhancement drill-through in Web reports (SP07)
•
Advanced Forecasting Using SAP Predictive Analysis
•
Enhanced script logic functionality (SP07)
•
SAP Business Planning and Consolidations Rapid
Deployment Solutions
•
Suppression of empty and zero rows in web reports
(SP08)
•
Export web reports to a CSV file (SP08)
•
Comments in web reports (SP09)
•
Data manager data loading options optimization (SP07)
•
Web report refresh (SP09)
•
Eliminations and adjustments (SP09)
•
BPF select driver dimension member by properties
(SP10)
•
Optimized MDX Support Using SAP HANA (SP11)
•
Optimized Allocations Using SAP HANA (SP11)
•
Planning At the Parent Level Using SAP HANA (SP11)
•
Optimized Write-Back Using SAP HANA (SP11)
•
Dimension Attribute Based Data Access Profile (SP11)
Platform
•
Data Access Profile BADI (SP11)
•
Firefox 8.0 support (SP07 and SP08)
•
Security enhancements (SP09)
•
Support for SAP NetWeaver 7.40 (SP10)
•
Support for Microsoft Windows 8 (SP10)
Performance
© 2013 SAP AG. All rights reserved.
•
Support for Microsoft Office 2013 (SP10)
23
Web Client Refresh
Control Automatic Refreshes and Provide Warning for Large Reports
Minimize time spent
waiting for reports to
execute when report
adjustments are
required
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
•
Set automatic refresh
settings for reports
that may need
adjustments prior to
execution
•
Enable warnings for
reports that may bring
back large amounts of
information
unexpectedly
Video
Link
24
Web Client Row Suppression
Suppress Empty Rows to Streamline Reporting
Enable Analysts to
efficiently review
critical information
•
Suppress empty
results and zero rows
from displaying in a
web report
•
Increased
consistency with EPM
Excel Add-In
capability
Video
Link
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
25
Web Client Manage Comments
Latest Comments Are Easy to Review
Promote a
collaborative
business processes
by making
comments easy to
review
•
Display comments
directly in a report or
input schedule
•
Increased
consistency with EPM
Excel Add-In
capability
Video
Link
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
26
Web Client Drill Through
Drill Through from Web Client to Other SAP and Non SAP system
Easily drill through to
other systems to
provide additional
insights or related
details
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
•
Pass specific report
parameters to drill through
connections to only view
most relevant information
•
Connect to SAP NetWeaver,
SAP ECC or legacy systems
via a web URL
•
Leverages same drill
through settings used in the
EPM Excel Add-in
Video
Link
27
Web Client Export to CSV
Easy to Download Report Information Into CSV File
Can easily download
information to push
into other SAP tools
for rich visual
analysis or import
into other systems
•
Save report or input
schedule data as a
CSV to a local folder
Video
Link
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
28
Hierarchy Support
Support Time Dependent Hierarchies and Additional Hierarchy Support
Improved what-If
reporting capabilities
by seeing different
rollups based on time
•
Keep hierarchal rollups
consistent across SAP
solutions for consistent
reporting
•
Support for 100
hierarchies per
dimension
Video
Link
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
29
Report on Archived Data
Allows User To Create A Report On Current As Well As Archived Data
Easily and efficiently
report against
archived audit data
•
Available as a global
parameter
•
If global parameter is
set, ‘Report on’ option
(shown in the
screenshot) is
displayed
•
Available on web client
in Audit –
Administration Activity
Video
Link
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
30
Logic Script Enhancements
More flexibility in using DESTINATION_APP, BAS, DEP and ALL keywords
Before
After
DESTINATION_APP
keyword allowed to specify
a single member for a
dimension that exists only
in the target(destination)
model
Property selection is allowed in
keyword ADD_DIM
*ADD_DIM
TARGET_DIMENSION =
SOURCE_DIEMENSION:PROP
ERPTY
Keywords BAS(), DEP()
and ALL() only supported
one member
Performance
© 2013 SAP AG. All rights reserved.
Increased flexibility to
use logic script to
transform and share
planning and
consolidation
information between
models
•
Logic Scripts now offer
more flexibility in using
keywords like
DESTINATION_APP as
well as BAS, DEP and
ALL
•
Deeper integration with
SAP NetWeaver
BAS(), DEP() and ALL()
support more members, for
example, BAS(A,B,C). This is
equivalent to BAS(A), BAS(B),
BAS(C)
Usability
Platform
Innovation
31
Select BPF Driver Dimension by Properties
Allows user to generate BPF activities by selections of properties of driver
dimension
Easier selection of
members to drive BPF
type activities
•
Use operators
like:=,<>,”Like”,”Betw
een” to efficiently
specify member
properties
Video
Link
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
32
BPF Reopen
Allows users to reopen BPF completed BPF activities based on defined criteria
Provide additional
controls for how “Reopen” activities can
be enforced
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
•
Users can reopen
completed BPF
activities based on
matching contexts or all
contexts
•
Global parameter can
be set to allow reopen
without checking the
previous step region to
override opening criteria
•
Last activity can be
reopened by the users
assigned to the last
activity
33
Optimized MDX Support Using SAP HANA
Perform calculations dynamically using HANA MDX
HANA
Optimized
Create optimized
calculations that can be
centrally stored and re-used
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
•
Performance optimized support
for nested member formula and
hierarchy aggregation with
formula results
•
Periodic, QTD,YTD, and
custom measures can be
accelerated when storage type
is PERIODIC
•
Available for customers using
SAP HANA platform
•
See note 1904344 for more
details
34
Planning At the Parent Level Using SAP HANA
Use pre-delivered rules to plan at the parent level
HANA
Optimized
Simplify planning processes
by adjusting plan values at a
summarized level
Performance
Usability
Platform
Innovation
•
Enhancement only available for
customers using SAP HANA
platform
•
Can be further enhanced with
optimized write back capabilities
that uses SAP HANA
•
Extends current capability of
using write-back BADI to
disaggregate data, which is
currently available
•
See note 1903169 for more
details
Video
Link
© 2013 SAP AG. All rights reserved.
35
Optimized Allocations Using SAP HANA
Perform allocations faster using the SAP HANA Platform
HANA
Optimized
Perform allocations faster
using SAP HANA to provide
more time for Analysis
Performance
Usability
© 2013 SAP AG. All rights reserved.
Platform
•
Enhancement only available for
customers using SAP HANA
platform
•
Can be further enhanced with
optimized write back capabilities
that uses SAP HANA
•
Use same allocation keywords
and introduce new keyword
*DIM_NONAGGR to simplify
syntax for 1:1 mapping between
WHAT and WHERE clause
•
See note 1903167 for more
details
Innovation
36
Optimized Write-Back Using SAP HANA
Perform allocations faster using the SAP HANA Platform
HANA
Optimized
Spend more time analyzing
the plan or creating
alternative scenarios
Performance
Usability
© 2013 SAP AG. All rights reserved.
Platform
Innovation
•
Enhancement only available for
customers using SAP HANA
platform
•
Can be further optimize writeback performance for planning
at parent level and aggregations
•
Transaction to synchronize data
between native SAP HANA
database and SAP NetWeaver
BW cube provided
•
See note 1902743 for more
details
37
Dimension Attribute Based Data Access Profile
Simplify setup and management of data access profiles using
dimension attributes
Simplify the creation and
management of data access
profiles using dimension
attributes
Performance
Usability
© 2013 SAP AG. All rights reserved.
Platform
•
Can use dimension attribute
assignment to control data
access
•
See note 1863171 for more
details
Innovation
38
Data Access Profile BADI
Simplify the setup and management of data access profiles
Simplify the creation and
management of data access
profiles for customers with
large numbers of business
users
Performance
Usability
© 2013 SAP AG. All rights reserved.
Platform
•
Reduce the number of Data Access
Profiles created
•
Dynamically grant data access right
to user at application runtime using
a new BADI
•
See note 1849444 for more details
Innovation
39
Advanced Forecasting Using SAP Predictive Analysis
Enhance traditional forecasting techniques with predictive models
HANA
Optimized
Expand planning
scenarios to include
predictive techniques to
improve accuracy, identify
drivers and spot trends
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
•
Import files and transform this
information into SAP Predictive
Analysis to create interesting
predictive models
•
Richly visualize planning and
consolidation information to gain
additional insights
Video
Link
40
SAP EPM Unwired for Business Planning and Consolidation
Mobile adoption and increased engagement among the finance users
Access to reports and
input planning/budgeting
and forecasting data
directly from their iPAD
wherever/whenever.
Review planning and budget
information
Initiate analysis and corrective
action
Respond to alert and status
update
Performance
© 2013 SAP AG. All rights reserved.
Usability
Platform
Innovation
41
VALUE
Context/Use Case
PRE-REQUISITES
Broader adoption and increased engagement among
the finance users
DESCRIPTION
SAP EPM Unwired for Business Planning and
Consolidation
Value Added for Customer
© 2013 SAP AG. All rights reserved.
Access to reports and input planning/budgeting and
forecasting data directly from their IPAD
wherever/whenever.
Review planning and budget information
Initiate analysis and corrective action
Respond to alert and status update
Pre-Requisites
SAP BPC 10.0 NW or MS
EPM Unwired
BPC App 10.0 Server Update via SCN
42
With SAP Business Planning & Consolidation, powered by
SAP HANA - No more compromise!
Performance
(Time)
Accuracy
Granularity
(Business Rules)
(Sufficient Detail)
© 2013 SAP AG. All rights reserved.
43
SAP Rapid Deployment Solutions
Ready-to-use solutions offered
by SAP and a Global Partner
Ecosystem include…
Software
Quickly address the most urgent business
processes
Content
SAP best practices, templates and tools
make solution adoption easier
Enablement
Guides and educational material speed end
user adoption
Service
Fixed scope and price provides maximum
predictability and lowers risk
© 2013 SAP AG. All rights reserved.
… which allow for predictability,
packaged integration and adoption
choices as business demands
Predictability
Fast value in days/weeks
Fixed cost and fixed best practice scope
Integration
Integrated start and growth options
Immediate and future IT and business
processes landscape integrity
Choice
Modular packages to meet specific
business needs and allow individual
adoption paths
Flexible licensing and deployment options
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SAP G/L Financial Planning
rapid-deployment solution
Best Practice
Data Integration
Best Practice
Planning Model
1.
Based on SAP G/L
2.
Profit & Loss,
Balance Sheet
Built by SAP, for SAP
customers, using SAP
planning solution
Pre-packaged data
integration to SAP G/L
1.
Best Practice
Planning & Analysis
1.
Reports
a)
Trend
a)
Master Data
b)
Variance
b)
Transaction Data
c)
G/L Reconciliation
3.
4.
Option for SAP HANA
© 2013 SAP AG. All rights reserved.
Sets the stage to drillthrough to source detail
2.
Planning process input
forms
2.
a)
Cost Center
b)
Profit Center
c)
Balance Sheet
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SAP G/L Financial Planning rapid-deployment solution
Business process scope covered
Plan and Forecast
in
SAP Business Planning
and Consolidation
Compare Plan and
Forecasts with
Actuals
In
SAP Business Planning
and Consolidation
© 2013 SAP AG. All rights reserved.
Monthly Planning
Cycle in SAP
Business
Planning and
Consolidation
Load Actuals from
Source Systems
into
SAP Business Planning
and Consolidation
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SAP Budgeting & Planning for Public Sector
rapid-deployment solution
Best Practice
Data Integration
Best Practice
Planning Model
Based on SAP Funds
Management
1.
Key dimensions: Fund,
Fund Center, &
Commitment Item
Pre-packaged EIM
integration to SAP Funds
Management
1.
2.
Built by SAP, for SAP
customers, using SAP
planning solution
3.
4.
Option for SAP HANA
© 2013 SAP AG. All rights reserved.
a)
Master Data
b)
Transaction Data
Sets the stage to drillthrough to source detail
2.
Best Practice
Planning & Analysis
1.Reports
a)
Trend
b)
Variance
Funds Mgmt.
Reconciliation
c)
d)
2.Input
10 + standard reports
Forms
a)
Centralized Budget
b)
De-centralized Budget
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SAP Budgeting & Planning for Public Sector rapiddeployment solution
Business process scope covered
Plan and Budget
in
SAP Business Planning
and Consolidation
Compare Plan and
Budgets with
Actuals
In
SAP Business Planning
and Consolidation
© 2013 SAP AG. All rights reserved.
Planning Cycle in
SAP Business
Planning and
Consolidation
Load Actuals from
Source Systems
into
SAP Business Planning
and Consolidation
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SAP Operational Headcount Planning
Rapid-deployment solution
Workforce
Data Coordination
Workforce
Planning
1.Position-based
planning
by cost center
Pre-packaged data
integration to SAP HR
1.
•
•
2.Process
flow and
approval process
Master Data
Transaction Data
Workforce
Planning & Analysis
1.
Reports
•
•
•
Cost Center Reporting
Action Items
Movement Report
Model can be integrated 2. Planning process input
3.Built for SAP customers,
with either PCP or Payroll
forms
using SAP planning
clusters
• Add Position
solution
• Terminate
3.Communicate & coordinate
• Promote
4. Option for SAP HANA
global and variable
• Transfer
assumptions
2.
© 2013 SAP AG. All rights reserved.
49
Operational headcount planning steps
Process automation for workforce planning process
Perform headcount planning in line
with strategic goals
Make decisions based on reliable
workforce statistics
Forecast corporate workforce
demand
Prepare
Monitor
Roll department planning up to
corporate level
Consolidate headcount statistics
© 2013 SAP AG. All rights reserved.
Set up financial parameters
Plan
Approve
Plan next year’s workforce
Translate business strategy into
quantitative and qualitative
workforce demand
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SAP Strategic Financial Planning
rapid-deployment solution
Long-range
strategic planning
Simple, summary-level
chart of accounts
1.
1.
Ad-hoc
strategic planning
Company-wide
planning and analysis
Deal analysis
1.Company
a)
Interrelated profit and
loss, balance sheet, and
cash flow statements
2.
b)
Mergers, acquisitions,
and divestitures
New products and
new projects
analysis
a)
What-if analysis
b)
Competitor analysis
2.Trend
analysis
Key performance
indicators
a)
3.Configurable
driverbased planning and
calculations
4.Capital
planning
© 2013 SAP AG. All rights reserved.
2.
Corporate restructuring
a)
Equity and debt
b)
Change in ownership
structures
Bond rating
projections
b)
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Strategic Financial Planning: solutions for specific
business needs
Business challenges
Do you struggle with planning out the long-term financial health of your company?
Do you need a model to plan out potential new products, projects, acquisitions, and
divestitures?
Do you need a modeling engine to plan out your long-term capital spending and
headcount plans?
© 2013 SAP AG. All rights reserved.
52
SAP Financial Close & Disclosure Management
rapid-deployment solution
Integrated Financial
Close Process
Covering IFRS, local
GAAP or both standards
1.
Integration of Core SAP
Financial Close tools
Pre-packaged EIM
between core products
1.
a)
Best practice, more
transparent financial
closing cycle
2.
b)
Built by SAP using SAP
consolidation solution
3.
Option for SAP HANA
© 2013 SAP AG. All rights reserved.
1.
Publishable
financial statements
a)
SAP Business
Planning &
Consolidation
SAP Disclosure
Management
Reports
Control and audit
reports
b)
2.
Input Forms
Month-end data adj.
including entry
controls
a)
Integration to SAP
Disclosure Management is
optional
2.
4.
Best Practice
Reporting & Analysis
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SAP Enterprise Performance
Management Conference
Union Station, Dallas, TX
November 5-6, 2013
2013 Event Highlights
Keynote presentations from lighthouse customers, industry thought leaders, and SAP experts
Break-out tracks for Financial Planning & Consolidation & Close-to-Disclose with both customer
presentations and sessions from SAP, showcasing how SAP solutions enable organizations to Run Better
Customer presentations
– Obtain unprecedented insights into the strategies and tactics companies are implementing to both
adapt to changing circumstances and secure a successful future
– Organizations will explore opportunities on how to transform their business through innovative
technologies
– Hear how companies are adopting “financial and performance management” processes, leveraging
SAP solutions
Pre-Conference Workshops: In-depth “jump-start” workshops enabling customers to investigate SAP
solutions in more detail
– Best Practices and Solutions for Financial Planning and Analysis from SAP
– Financial Close-to-Disclose Process with SAP Solutions
– Leveraging Business Planning & Consolidation Running on SAP HANA
Exhibition area – where Partners will showcase their expertise and SAP industry solutions
Networking at a senior level – Meet with peers, industry thought-leaders, SAP and partners at the informal
evening event, open to all conference attendees
© 2013 SAP AG. All rights reserved.
55
Visit the Website: www.tacook.com/sap-epm
Featuring customer case studies and
expert presentations from:
- Barnesandnoble.com
- Marathon Oil Company
- Schwan Food Company
- Statoil
- Delek
- Altalink
- Buckman Laboratories
and more…..
Event Sponsors:
© 2013 SAP AG. All rights reserved.
56
Promotion for ASUG Members
Reserve your seat today and receive a 15% discount off the regular registration price!
1. Register online at www.tacook.com/sap-epm
2. To receive the ASUG price, insert ASUG77 for the Booking Code during online registration
Don’t miss this opportunity
© 2013 SAP AG. All rights reserved.
Register Today! www.tacook.com/sap-epm
57
Key Information
Dates
Fees
Workshop Date: November 5, 2013 (morning)
Conference
$1,090
Conference Dates: November 5, 2013 (afternoon)
Half-day workshop
$ 400
and November 6, 2013 (full day)
Conference +
Half-day workshop
$1,490
Event Venue
Union Station
400 South Dallas Street
Communication / Information
The event is being organized in co-operation with
T.A. Cook Conferences
E: [email protected]
Dallas, TX 75202
The event website:
http://www.tacook.com/sap-epm
© 2013 SAP AG. All rights reserved.
58
Thank you
© 2013 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.
The information contained herein may be changed without prior notice.
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These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or
warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group
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