enterprise performance management and technology roadmap for the future

Bryan Katis

September 13, 2011

BI200Enterprise Performance Management and Technology Roadmap for the Future

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The New Normal

Increasing

globalization

Pressure on

margins

New – potentially disruptive

– technologies

Increased

focus on risk

Regulation is here

to stay

Volatility in markets,

commodity prices and

stocks


New Normal Translates into New Pressures on Finance

Ensure Regulatory

Compliance and Effective

Risk Management

Deliver Superior Service

at Reduced Cost

Outperform Stakeholders’

Financial Expectations

INCREASING PRESSURES

ON THE OFFICE OF FINANCE


Embedded risk management and

controls from transactional processing

to financial reporting

What SAP Delivers

Embed a 360° view of enterprise

performance

Streamline financial functions and

provide self-service reporting and

analysis

Ensure Regulatory

Compliance and Effective

Risk Management

Deliver Superior Service

at Reduced Cost

Outperform Stakeholders’

Financial Expectations


SAP Solutions for Finance

SOLUTION TODAY

SAP’s comprehensive portfolio of

applications and End-to-End

processes help you achieve

Financial Excellence

Strong cash flow and liquidity

Compliant and accurate financial

reporting

Maximized profitability

Reduced cost of finance

Regulatory

Compliance

and Effective

Risk Management

Manage Enterprise Risk and

Compliance

Accounting and Financial Close

Treasury and Financial

Risk Management

Outperform

Stakeholders’

Financial

Expectations

Manage Financial

Performance

Superior Service

at Reduced Cost

Shared Service for Financials

Receivables Management

Invoice to Pay

Travel Management

SAP’s Solutions for Finance


SAP #1 for Finance

15.6

%22.9

%

11.6

%

Gartner BI, Performance Management and

Analytic Applications Market Share 2010

Gartner CPM Suites Magic Quadrant 2011


SAP Customers Are Driving Value Through

Financial Excellence Today

60%faster

reporting cycle time

66% 55%less time to

forecast monthly

revenue

Reduction in time

to allocated product

costs

Source: SAP BusinessObjects portfolio business transformation studies at www.sap.com/epm

http://www.sap.com/epm


Business Analytics Solutions from SAPMost complete offering

High-performance Analytic Solutions

Data Mart SolutionsEnterprise Data Warehousing

Data Warehousing

Reporting and Analysis

Dashboards and Visualization

Data Exploration Mobile

BI Platform

Business Intelligence

Enterprise GRCAccess Risk Management

Global Trade Services

Continuous Transaction Monitoring

Governance, Risk,and Compliance

Data Services

Master Data Management

Event Processing

Content Management

Enterprise Information Management

Information Governance

Analytic ApplicationsBy LoB

Service, Sales, and MarketingProcurementSupply Chain

FinanceSustainability

IT, HR, and more…

By IndustryFinancial Services

Public Sector and Healthcare Manufacturing

Consumer ProductsRetail and Telco

Utilities and more….Strategy Management

Planning, Budgeting, and

ForecastingProfitability and Cost

Management

Financial Consolidation

Enterprise Performance Management

Disclosure Management


Better Control Performance

Understand how your strategies will be impacted by risk and adjust plans and expectations accordingly

Reduce costs and increase working capital by closelymonitoring and understanding company spending

Increase profitability by gaining insight into your best and worst customers, channels and products

Increase Organizational Agility

Improve the quality and speed of decisions by closingyour books faster and more accurately

Create what-if scenarios and plan versions so youcan 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

SAP® BusinessObjects™ Enterprise Performance Management

Solutions for Finance

Strategy Management

Planning, Budgeting and

Forecasting


Disclosure Management

Profitability and Cost Management

Strategize &

Prioritize

Plan &

Execute

Model &

Optimize

Monitor

& Analyze


Delivering on a Promise

Announced our road map

We first announced our enterprise

performance management (EPM) road map in

June 2008, following the acquisition of

Business Objects.

Delivered 3 major releases

Since then we have delivered every release

as promised, making good on our

commitment to our customers.


Key Themes for Enterprise Performance Management

Harmonize…same user experience, same languages, same

visualizations, same platforms

Extend…each product with innovative and customer

enhancements so that they remain best-in-class solutions

1

Connect…to SAP BusinessObjects BI solutions, SAP ERP, SAP

NetWeaver, SAP BusinessObjects GRC solutions and the other SAP

BusinessObjects EPM applications while remaining open and supporting

heterogeneous non-SAP environments and technologies


Enterprise Performance Management for Finance,

Summary Roadmap

Integration with SAP

BusinessObjects BI , SAP

NetWeaver BW and SAP ERP

applications

Introduced new EPM and GRC

cross-application scenarios

Product Innovations delivered best

of breed solutions with best in

class suite integration

EPM 7.5 (GA) Next generation productivity with

harmonized UI

Extended closed-loop performance

management process

All existing EPM applications move

forward into the release

New industry and finance line of

business solutions

Product enhancements and

extended technology support

EPM 10.0 (Ramp-Up) In memory enabled EPM suite for

both finance and operations

Additional risk-adjusted

performance management

processes

New industry and finance line of

business solutions

Continued investment in customer

innovations

On-Premise and On-Demand

deployments

Mid Term (Plan)


SAP BusinessObjects Enterprise Performance Management 7.5

Planningand Consolidation

Financial ConsolidationProfitability and Cost Management Strategy Management

Product Enhancements Product Enhancements Product Enhancements Product Enhancements

Product Enhancements

Intercompany

Costs & CapacityActual / Plan

KPIs & Initiatives

Process Control Risk Management

Starter KitsIFRS 2009 - Process Controls - XBRL

Financial Information Management

Crystal ReportsVoyager DashboardsWeb Intelligence

InfoView / SAP Portal / Enterprise Portals / Browsers

MS OfficeExplorer

SAP

NetWeaver

BW

Chart of Accounts

Profit & Cost Centers

Drivers

Business

SuiteNon-SAP sources and platforms

Generally Available


SAP BusinessObjects Enterprise Performance Management 10.0

Planningand Consolidation

Financial ConsolidationProfitability and Cost Management Strategy Management

Product Enhancements Product Enhancements Product Enhancements Product Enhancements

Product Enhancements

Intercompany

Process Control Risk Management


Crystal ReportsVoyager DashboardsWeb Intelligence

InfoView / SAP Portal / Enterprise Portals / Browsers

MS OfficeExplorer

SAP

NetWeaver

BW

Chart of Accounts

Profit & Cost Centers

Drivers

Business


Ramp-Up

Harmonized Web User Interface / Common EPM add-in for Microsoft Office

Disclosure Management and XBRL


Harmonize

Harmonized web user interface

Common SAP product standards

New EPM add-in for Microsoft office

Connect

Enhanced Universe connectivity as a Strategy

Management data source

Integration from SAP and non-SAP data sources

using Financial Information Management

Extend

Harmonized web user interface

Common SAP product standards

New EPM add-in for Microsoft office

SAP BusinessObjects Strategy Management 10.0

Risk Management


BusinessObjects BI

InfoView / SAP Portal / Browsers / Enterprise Portals

Workspace/ UIMS Office

SAP

NetWeaver

BW

Business


Harmonized Web User Interface / Common EPM Add-in

Strategy Management

Profitability andCost Management

Planning and Consolidation


Ramp-Up


SAP BusinessObjects Planning and Consolidation 10.0,

Version for SAP NetWeaver

Harmonize

Harmonized Web User Interface

Common SAP Product Standards

New EPM add-in for Microsoft Office

Connect

Native SAP NetWeaver Authentication and Matrix Security

Integration with SAP BusinessObjects Risk Management

Support for Office 2010*

Extend

Phase 1

Enhanced consolidation capabilities

Easier deployment and distribution of reports

Extended granularity of security controlPhase 2

Enhanced driver-based planning and scenario planning

Automated performance analysis

Graphical calculation modeling

Enhanced XBRL publishing capabilities

Process Control


BusinessObjects BI



SAP

NetWeaver

BW

Business

Suite

Non-SAP sources

and platforms




Strategy Management

Risk Management

Planning and Consolidationversion for SAP NetWeaver

Intercompany


Ramp-Up


SAP BusinessObjects Planning and Consolidation 10.0,

Version for the Microsoft Platform

Harmonize




Connect

Support for Office 2010* and embedded portal scenarios

Enhanced Integration using Financial Information Management

Extend

Phase 1

Automated performance analysis

Full Unicode and 64 bit support

Support for VMWare use in production environments


Phase 2

Further support for Microsoft technologies


BusinessObjects BI



SAP

NetWeaver

BW

Business

Suite

Non-SAP sources

and platforms




Strategy Management

Planning and Consolidationversion for SAP NetWeaver

Intercompany


Ramp-Up


SAP BusinessObjects Financial Consolidation 10.0

Harmonize




Connect


Enhanced integration with SAP BusinessObjects

Intercompany

Extend

Comments on consolidated data

Enhanced alert and notification system for packages

and journal entries

Enhancements to integration with SAP Business

Warehouse


Enhanced support for consolidation under two

alternative views

Process Control


BusinessObjects BI



SAP

NetWeaver

BW

Business

Suite

Non-SAP sources

and platforms




Strategy Management


Intercompany


Ramp-Up


SAP BusinessObjects Intercompany 10.0

HarmonizeHarmonized Web User Interface


Connect

Custom reporting in Crystal Reports

Integration to SAP and non SAP source systems with


Extend

Invoice matching enhancements

Enhanced user experience including simplified

navigation and manual data entry

Intercompany

BusinessObjects BI



SAP

NetWeaver

BW

Business

Suite

Non-SAP sources

and platforms


Business Planning and

Consolidation version

for SAP NetWeaver

Business Planning and

Consolidation version

for Microsoft



Ramp-Up


SAP BusinessObjects Financial Information Management 10.0

HarmonizeHarmonized Web User Interface


Connect

Enhanced platform and database support

Integration with Intercompany and Strategy

Management

Enhanced Integration with SAP NetWeaver BW and

SAP ECC

Extend

Enhanced integration with SAP Business Warehouse

and ERP

Enhanced user experience

BusinessObjects BI



SAP

NetWeaver

BW

Business

Suite

Non-SAP sources

and platforms




Strategy Management



Intercompany

Ramp-Up


SAP BusinessObjects Profitability and

Cost Management 10.0

Harmonize


Support for latest versions of database and operating system platforms


Extended 64 bit support

Connect

Exchange master data, data and results with SAP NetWeaver Business Warehouse


Improved SAP BusinessObjects Universes and sample content

Extend

Integral Bill of Materials functionality

Tracing and visualization of cost assignments

Improved Flexibility for Cost Assignments

Transactional costing enhancements

Extended CPU Governance

Customized export to CSV

Client access to multiple application environments

Rule optimizations


BusinessObjects BI



SAP

NetWeaver

BW

Business

Suite

Non-SAP sources

and platforms



Strategy Management



Ramp-Up


Further Information

SAP Public Web:

SAP Developer Network (SDN): www.sdn.sap.com

Business Process Expert (BPX) Community: www.bpx.sap.com

SAP BusinessObjects Community (BOC): www.boc.sap.com

Related SAP Education and Certification Opportunities

http://www.sap.com/education/

http://www.sdn.sap.com/

http://www.bpx.sap.com/

http://www.boc.sap.com/

http://www.sap.com/education/

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Thank You!

Contact information:

Bryan Katis

VP & GM, EPM Solutions


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