financial planning - uk & ireland sap users group version for sap netweaver bpc nw and bw-ip...

Financial Planning

CFO

Today’s Volatile World Needs Strong

CFOs

Steward Operator

Strategist

2© 2014 SAP AG or an SAP affiliate company. All rights reserved. 2

© 2014 SAP SE or an SAP affiliate company. All rights reserved. 3Customer

Top Business Priorities for the CFOFinance Executives Prioritize Closer Collaboration with the Business

Over the next 2 years, priorities for finance are:

• Control costs and improve profitability

• Support and fund growth objectives

• Improve finance efficiency/reduce cost of

finance

76% of Finance executives believe at least half

their time should be on high-value planning and

analytic activities, though only 55% achieve this

76% want Finance to be more involved working

with the business during the next two years

*Source: Source: CFO.com Research 2013

© 2014 SAP SE or an SAP affiliate company. All rights reserved. 4Customer

Technology Supports the Goals of the CEO and CFO

71% of CEOs believe that technology is the

top driver of organizational change (the #1

factor), surpassing people skills (69%) and

market factors (68%)*

Finance expects their business will demand

help with growth (strategic planning),

increased value (cost management), and

managing uncertainty (planning, budgeting,

and forecasting) **

The top improvement area for finance

executives is improving capabilities for

predictive analytics and simulations **

*Source: IBM Leading Through Connections – Insights

from the Global Chief Executive Officer Study

**Source: CFO.com Research 2013

© 2013 SAP AG. All rights reserved. 5Internal

Enabling the Unified Planning Vision

SAP strategic focus on Planning

InnovativeSimpleEfficient

• Most complete planning and consolidation application– everything integrated and within one solution (one stop shop)

• Most integrated with SAP NetWeaver, SAP ERP, and Analytics - improves manageability and reduces cost of ownership (lower TCO)

• Formerly de-coupled planning models

are integrated to an overall plan - all

linked through business logic

• Deploy on premise and/or in the cloud to meet the needs of your organization (increased flexibility)

• Out of the box industry and line of business content provides faster time to value (faster deployment)

• Mobile, web and Microsoft Office (Excel) interfaces for all types of users (increased adoption)

• Analyze and act anytime/anywhere with mobile-ready apps for consuming information and inputting data on the fly (increased agility)

• Powered by SAP HANA for extreme performance allowing finance to better support the business (better performance)

• Predictive and big data ready for more accurate plans and forecasts on any data size (increased accuracy)

SAP in-memory

computing

Legacy platforms and

‘silo’ applications

Today’s Barriers

‘Slow pedaling’

business applications

Need to understand

the ‘art of the possible’

© 2014 SAP AG or an SAP affiliate company. All rights reserved. 6


Financial Planning @ SAP

BPC* BW-IP**

DB DB

OLTP

DB

BPC* BW-IP** ERP

Excel

files

* SAP Business Planning and Consolidation

** SAP Business Warehouse Integrated Planning


SAP Business Planning and Consolidation 10.1

• Unification of current BPC and BW

capabilities in a single model for

planning and consolidation

• Unified models based on BW meta-data

utilizing proven data harmonization

services provided by BW

• Seamless integration with SAP ERP

• End-user centric plan configuration and

planning capabilities (incl. UI) provided

by BPC NW 10.0

• Support for integrated business

planning, dynamic modeling and

simulation

• HTML5 UI support for device-

independent planning

SAP HANA Platform

SAP ERP / 3rd party ERP

SAP NetWeaver /SAP Business

Warehouse

EPM Excel Add-in/HTML 5 Web UI

SAP Business Planning and Consolidation

10.1, version for SAP NetWeaverBPC NW and BW-IP come together in Unified BW-based

model

Introducing SAP Business Planning and Consolidation 10.1

BP

CB

W



• Unification of current BPC and BW

capabilities in a single model for

planning and consolidation

• Unified models based on BW meta-data

utilizing proven data harmonization

services provided by BW

• Seamless integration with SAP ERP

• End-user centric plan configuration and

planning capabilities (incl. UI) provided

by BPC NW 10.0

• Support for integrated business

planning, dynamic modeling and

simulation

• HTML5 UI support for device-

independent planning

Introducing SAP Business Planning and Consolidation 10.1

SAP HANA

EPM add-in for Microsoft Office,

Web, and mobile interfaces

SAP NetWeaver BW 7.4

Standard

ModelEmbedded

Model



HTML 5 Interface – Web Reporting & Data Entry


SAP EPM UnwiredMobile BPC Reporting and Data Entry



HTML 5 Interface – Activity WorkFlow and Monitoring



HTML 5 Interface – Administration*

*Standard model shown


SAP Business Planning and Consolidation 10.1UNIFIED Planning & Consolidation – Standard Model

*Standard model shown


SAP Business Planning and Consolidation 10.1EPM Add-In for MS Office



BPC* BW-IP**

DB DB

OLTP

DB

BPC* BW-IP** ERP

Excel

files



ALIGNED, AGILE, PREDICTIVE• Single source of truth

• Real time finance processes

• Unmatched insight and foresight

Real Time Finance



Financials Add-On for Suite on HANA

AlignedSingle Source of Truth

AgileReal time finance processes

PredictiveInsight and foresight

SAP Accounting powered by SAP HANA

Logistics

Document

CO

Document

FI

Document

Totals & Indices

Financial Accounting

Totals & Indices

Management Account.

From … Stability

Processing

Analytics

CO Document

FI Document

Flexibility

HANA views on the fly

Pre-Defined Aggregates

Flexibility

Stability

Processing

Analytics

Logical document

Logistics

Document

… To

Customer

benefits

• Harmonized

internal and

external reporting

• Account driven

data model

• Significantly

reduced

reconciliation

effort

• Higher flexibility in

reporting and

data

customization

• Significantly

reduced memory

consumption

Customer Benefits of Single Source of Truth

SAP

ERP

SAP HANA Platform

Single source of truth

SAP

BPC

SAP

BW, BI

Corporate alignment

• Fully harmonized data

• Reduced reconciliation

effort

Personalized analytics

• User-defined data

views

• Drill-down to line item

level

• All relevant

dimensions

• Customer-specific

dimensions

Aggregation on the fly

Central Journal

Customer Benefits of Single Source of Truth

Corporate alignment

• Fully harmonized data

• Reduced reconciliation

effort

Personalized analytics

• User-defined data

views

• Drill-down to line item

level

• All relevant

dimensions

• Customer-specific

dimensions

SAP

ERP

In-Memory Database

Predictive

Engine

Business

Function

Library

Planning

Engine

Unstructure

d Text

Engine

SAP HANA Platform

SAP

BPC

SAP

BW

SAP HANA Live (Virtual Data

Model)

Architecture for Financial Planning with Classic ERP

SAP HANA

Platform

SAP

ERP

SAP

BPC, BW

Customer benefits

• Single SAP planning

solution combining the

data harmonization

strengths of SAP BW-IP

with the flexibility and end-

user centricity of SAP

Planning and

Consolidation

• Unified models for

enterprise-wide planning

and reporting scenarios

• Improved integration with

SAP ERP

• Rich set of SAP HANA-

optimized planning and

reporting functions

Replication of data

• Master data (e.g., cost centers)

• Planning model

• Actuals, plans, budgets, forecasts

• Entry of

transactional and

master data

• Variance analysis

actuals vs. plan

• Entry of planning

models and plan

data

• Flexible reporting

and analysis of

actuals

Any DB

Architecture for Financials Add-On for Suite on HANA

SAP HANA Platform

Single source of truth

SAP

ERP

SAP

BPC, BW

Additional customer

benefits

• Fully harmonized master

data and data between

accounting, planning, and

financial risk

management

• Seamless integration of

planning into SAP ERP

user interface and

workflows

• End-to-end simulation

capabilities

Shared data and methods

• Master data (e.g., cost centers)

• Planning model

• Actuals, plans, budgets, forecasts

• Planning engine

• Entry of

transactional and

master data

• Variance analysis

actuals vs. plan

• Entry of planning

models and plan

data

• Flexible reporting

and analysis of

actuals

What is Integrated Business Planning for finance.

Enables the financial planning capabilities provided by SAP Business

Planning and Consolidation v 10.1 to be seamlessly integrated in SAP ERP

user interfaces and workflows,

Effectively replacing the current planning capabilities in SAP ERP.

Data replication between solutions will no longer be required.

Plans developed in SAP Business Planning and Consolidation will be

accessible in SAP ERP for variance analysis and SAP Business Planning

and Consolidation will be able to access real time master data and actuals

maintained in SAP ERP.

The combined capabilities of Integrated Business Planning for finance will

provide new end-to-end simulation capabilities.

Pre-Requisites for Integrated Business Planning for finance.

Integrated Business Planning for finance is one of the components of the

Financials Add-on for Suite on HANA.

Pre-requisites required to utilize Integrated Business Planning for finance

are:

must also be using SAP Business Suite on HANA with the SAP

Accounting component of the Financials Add-On for Suite on HANA

must have SAP Business Planning and Consolidation v10.1, version

for SAP NetWeaver

Example: Integrated Financial Planning

• Single planning solution for group P&L

plan and individual cost center plans,

fully embedded in ERP

• Real time access to ERP master data

and actuals

• Planning for years or entire account

segments and disaggregation to

periods and individual accounts

Plan data from departmental plans

roll up into group plan in real time,

no batch updates required


BPC* BW-IP**

DB DB

OLTP

DB

SAP Business Planning and Consolidation v10.1*BW-IP** ERP

Excel

files



BPC*

SAP HANA Platform

SAP ERP / 3rd party ERP

SAP NetWeaver /SAP Business

Warehouse

EPM Excel Add-in/HTML 5 Web UI

SAP Business Planning and Consolidation

10.1, version for SAP NetWeaverBPC NW and BW-IP come together in Unified BW-based

model

Why move to BPC 10.1 on HANA

BPC 10.1 on HANA offers both great performance improvements and new

features:

Acceleration to query times

Group level Primary Statement reduced from 1m 15s to <5s

Acceleration to ABAP and data processing

Batch processing of data through multiple models reduced from 1h

45m to <15m

Acceleration to Administration activities

Lite Optimise reduced from 35m to <3m

Dimension Processing (25K members) reduced from 2m 15s to 20s

* All times taken from PoC for customer upgrading from BPC 7.5 to BPC 10.1

on HANA

More than just the Speed of HANA

2 key new features of BPC 10.1

SAP UI5 based on HTML

Improves user experience

through mobile and touchscreen.

Embedded Planning Model

BW-IP functionality with EPM

Addin reporting

BPC Embedded Model

Powered by SAP HANA:

Extreme optimisation of planning functions for unparalleled

performance and real-time simulation

Business Driven Administration:

Administration of Work Status, Business Process Flows and Audit Trail

EPM Add-In:

Conduct reporting, inputs and analysis in MS Office

HTML5 Web Client:

Reports and Input Schedules via Web and Mobile Device

BPC Embedded Model – further features

Deeper BW Integration:

Ability to access data and masterdata from infocubes based on

Multiple Key Figure data structures

Integrated:

Completely integrated with SAP NetWeaver BW EDW

Top Down Allocations/Disaggregation:

Native Allocation abilities imbedded in the application

Matrix Security:

Optional way for defining rights for access to data

Calculated Key figure / Inverse formulas:

Dimension members defined by a formula with input enablement

Cell locking:

Keep measure values fixed upon calculations in the grid

Coming From BPC 7.5

Powerful, wizard based EPM Addin

Report Creation

Granular Transport Mechanism

NW based user management

Single web interface, no separate

administration console

Incremental consolidation

Streamlined Architecture – no .NET

layer

Many roads lead to BPC10.1 on HANA

BPC 10.1 offers flexible solutions with

both Standard and Embedded models.

Standard Model allows existing

BPC users to continue with

planning/consolidation models.

Embedded Model allows for BW-

IP users to benefit from BPC

functionality.

Single system supports both types of

models. SAP HANA

EPM add-in for Microsoft Office,

Web, and mobile interfaces

SAP NetWeaver BW 7.4

Standard

ModelEmbedded

Model

BPC Migration Paths

BPC 7.5

BPC 10.1

Standard

BPC 10

BPC 10.1

Embedde

dBW-IP

Recommended Path Limited Path

Upgrading or Migrating

If migrating from BPC 7.5 then an important decision is to either

Upgrade or Migrate.

Consider a scenario of a BPC 7.5 system running NetWeaver 7.01

Several possible strategies to be considered:

Direct upgrade on same server

System Copy of the source system, and then in-place upgrade on

the copy

Fresh installation of BPC 10.1 on HANA, and migration of the

BPC content from the BPC 7.5 system.

Upgrading or Migrating

Upgrading, in-place or on a copy, means:

Upgrading Netweaver to 7.40.

Installing the BPC 10 ABAP component.

Migrating the database to SAP HANA.

Adding the HANABPC accelerator

Is disruptive, as it breaks the BPC 7.5 system before BPC 10 system is

ready. Any issues can leave no working environment.

If already using BPC 10 then upgrading is more straight forward.

In place upgrade

BPC

7.5/10

NW 7.x

Trad. DB

NW 7.40

BPC 10.1

HANA

Dev Test Reg Prod

2

1

3

4 Configure Parameters:

ENABLE_ACCELERATOR

ACCELERATOR_ON

ENABLE_SHARED_OBJECT

ENABLE_QUERY_CACHE

Migrating to new hardware

New hardware setup with Netweaver on HANA. BPC and its

accelerator for HANA installed.

No disruption to the 7.5 system

Application sets migrated using UJBR.

Transaction data can be brought over in variety of ways depending on

volume (UJBR, Data Manager, Open hub).

Limits disruption and risk.

Benefits related to using new hardware.

Copy to new hardware

Dev Test Reg Prod

2

1

3

Dev

Restore system copy

Upgrade to AppSet to BPC 10.1 - UJT_MIGRATE_75_TO_101

Upgrade to HANA database - BPC_HANA_MIGRATE_FROM_10

4 Configure Parameters

Test Reg Prod

© 2014 SAP SE or an SAP affiliate company. All rights reserved.

Thank you

Contact information:

Dean Cheeseman – [email protected]

Mike Churchill – [email protected]

mailto:[email protected]

mailto:[email protected]

financial planning - uk & ireland sap users group version for sap netweaver bpc nw and bw-ip...

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