sap finance day - sapevent.ch · sap bpc, business planning and consolidation functional coverage...

SAP Finance Day

Sébastien l’Hôte / Stampa Group

Marcel Frey / Stampa Group

March 14th, 2013

How to plan performance

& optimize your activity ?

Sébastien l’Hôte / Stampa Group

Marcel Frey / Stampa Group

March 14th, 2013

© 2011 SAP AG. All rights reserved. 3

Agenda

Partner

The Need to Optimize

Value Proposition of combining SAP BPC and SAP PCM ?

Achieving Results with SAP

Summary


Stampa Group

We are experts in delivering Enterprise Performance Management solutions: helping CFOs

plan, budget, consolidate actuals, integrate accounting data sources, report and achieve

international financial reporting standards compliance. Our services cover all industries and all

corporation sizes.

Founded in 2002 in Switzerland

Headquartered in Zug, Switzerland

Local Offices in Zug, Geneva, Düsseldorf, Walldorf, Vienna and Paris

60 consultants concentrate on group finance and Enterprise Performance Management

Solutions implementation

More than 160 clients trust Stampa Group today

More than 120 CFOs have worked so far with Stampa Group in selecting and implementing a

leading Enterprise Performance Management solution in Europe, North America and Africa


Stampa Group

Our services

Governance, Risk & Compliance

Group Accounting, IFRS Conversions to IFRS

First and Second opinions

Reporting manuals and consolidation support

Governance, Risk & Compliance Management

Financial Consolidation

& Management Reporting Solutions evaluation and selection

Financial reporting design

Management reporting design

Consolidation and reporting systems implementation

Planning, Budgeting and

Forecasting Strategic Planning

Operational Planning

Budgeting and Forecasting

Profitability & Cost

Management Identify the most profitable customers and products

What-if profitability scenarios

Lower cost and align resources with business demand

Get a clear picture of the organization’s cost drivers

Data Transformation

and Integration Directly connect to your ERP

Easily transform and map data

Audit your data and drill back to origin

Maintenance

et support applicatifs Maintenance applicative

Amélioration du contenu

Support à la clôture

Maintenance technique


Agenda

Partner




Summary


Business Case

Allocation of indirect costs / Profitability analysis

Many companies struggle with the allocation of indirect costs / cost supporting

department to cost centers (or to profit centers). The correct and meaningful

allocation of such costs is however essential for a profitability analysis down

to the product level.

This is applicable for budget and actual scenarios.

The allocation of the IT costs is a good example of such a business case.

The IT department provides IT Services (i.e. laptops, applications, man-days,

etc.) to internal and external customers

The costs of the IT department will be planned on a cost center level and some of

it’s cost could be directly planned on IT services (i.e. investments on material or

software)

The complete costs of Services and the Total Cost of Ownership (TCO) are

still to be fully calculated.


Agenda

Partner




Summary


Consolidation

● Data Loading

● Validations

● Intercompany

Reconciliations

● Consolidation

● Reporting

SAP BPC, Business Planning and Consolidation

Functional Coverage

Group level controlling

● Budget

● Forecasts

● Simulations

● Delta analysis

Entity level controlling

● Integrated Planning for

Balance Sheet, P&L and

Cash Flow

● Planning logic

● Optimized Data

collection process

● Inter-Company Planning

Accounting Controlling

Gro

up

Entities

Consolidation & Reporting

Planning

9



Overview

Familiar and easy to use

● Increase user adoption with a solution

that leverages native Microsoft Office

tools (e.g. Excel) and web browsers

Process-centric

● Guide users and drive process

consistency with configurable business

process flows

Unified

● Save time and reduce errors with a

single, integrated solution for planning

and consolidation

Streamlined planning and a faster, more compliant close



Business Case

BPC would be used for the following part of the scenario:

• Planning of costs on cost center level

• Data Input – Flexible creation of Excel based input forms

• Process Flows – Definition of Business Process Flows

• Data Approval – Review and approval functionalities

• Comment functionality – Possibility to add comments to support planned data

• Collection of possible allocation drivers

• The costs and drivers would then be sent to SAP PCM to perform the cost

allocation and detailed profitability analysis – Usage of FIM to transfer data

between SAP EPM tools


SAP PCM, Profitability & Cost Management

Understand your levers and improve your profitability



Agnostic & Fully integrated



Business Case

SAP PCM would be used for the following part of the scenario:

• Collecting data coming from BPC on the budget side

• Collecting data coming from accounting on the actual side

• Modeling the activity and the IT Services

• Costing

• Pricing

• Profitability Analysis


Agenda

Partner




Summary


Business Case

IT department of an oil & gas company

SAP BPC

Cost Center

Level Planning

Collection of

drivers

SAP PCM

SAP ECC (ERP)

CO

Actu

al

Budget

Costing

Pricing

Billing

Profitability

External Systems

SAP

FIM


Agenda

Partner




Summary


SAP BPC & PCM

Benefits

• Leveraging the best features of each tool

• Flexibility of SAP BPC for data collection, comments and processes

management

• Power of the calculation engine of SAP PCM for Costing;

Profitability Analysis and Allocations

• Possibility to use the same Front-End (EPM add-in) to build reports on

both tools

• Easy integration of SAP BPC and SAP PCM using SAP FIM

• An integrated solution covering the full scope of controlling

Thank You!

Contact information:

Marcel FREY

Stampa Group

Director

+41 79 506 35 47

[email protected]

Sébastien L’HÔTE

Stampa Group

Director

+33 6 12 72 41 45

[email protected]

sap finance day - sapevent.ch · sap bpc, business planning and consolidation functional coverage...

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