Today s Volatile World Needs Strong CFOs

Transcription

1 Financial Planning

3 Top Business Priorities for the CFO Finance 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 SAP SE or an SAP affiliate company. All rights reserved. Customer 3

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

5 Enabling the Unified Planning Vision SAP strategic focus on Planning Efficient Simple Innovative SAP in-memory computing 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) 2013 SAP AG. All rights reserved. Internal 5

7 Financial SAP BPC * BW-IP ** ERP BPC * BW-IP ** OLTP Excel files DB DB DB * SAP Business Planning and Consolidation ** SAP Business Warehouse Integrated Planning 2014 SAP AG or an SAP affiliate company. All rights reserved. 7

8 BW BPC Introducing SAP Business Planning and Consolidation 10.1 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 EPM Excel Add-in/HTML 5 Web UI SAP Business Planning and Consolidation 10.1, version for SAP NetWeaver BPC NW and BW-IP come together in Unified BW-based model SAP NetWeaver /SAP Business Warehouse SAP HANA Platform SAP ERP / 3 rd party ERP HTML5 UI support for deviceindependent planning 2014 SAP AG or an SAP affiliate company. All rights reserved. 8

9 Introducing SAP Business Planning and Consolidation 10.1 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 EPM add-in for Microsoft Office, Web, and mobile interfaces Seamless integration with SAP ERP End-user centric plan configuration and planning capabilities (incl. UI) provided by BPC NW 10.0 Standard Model Embedded Model Support for integrated business planning, dynamic modeling and simulation SAP NetWeaver BW 7.4 SAP HANA HTML5 UI support for deviceindependent planning 2014 SAP AG or an SAP affiliate company. All rights reserved. 9

16 Financial SAP BPC * BW-IP ** ERP BPC * BW-IP ** OLTP Excel files DB DB DB * SAP Business Planning and Consolidation ** SAP Business Warehouse Integrated Planning 2014 SAP AG or an SAP affiliate company. All rights reserved. 16

18 Financials Add-On for Suite on HANA Aligned Single Source of Truth Agile Real time finance processes Predictive Insight and foresight 2014 SAP AG or an SAP affiliate company. All rights reserved. 18

19 SAP Accounting powered by SAP HANA From Stability Flexibility Customer benefits To Logistics Document FI Document CO Document Stability Totals & Indices Processing Financial Accounting Pre-Defined Aggregates Totals & Indices Analytics Management Account. Flexibility Harmonized internal and external reporting Account driven data model Significantly reduced reconciliation effort Logistics Document FI Document CO Document Logical document HANA views on the fly Processing Analytics Higher flexibility in reporting and data customization Significantly reduced memory consumption

20 Customer Benefits of Single Source of Truth Aggregation on the fly SAP ERP Central Journal SAP BPC SAP HANA Platform Single source of truth 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

21 Customer Benefits of Single Source of Truth SAP ERP SAP BPC SAP BW Corporate alignment Fully harmonized data Reduced reconciliation effort Unstructure d Text Engine SAP HANA Platform SAP HANA Live (Virtual Data Model) Business Function Library Predictive Engine In-Memory Database Planning Engine Personalized analytics User-defined data views Drill-down to line item level All relevant dimensions Customer-specific dimensions

22 Architecture for Financial Planning with Classic ERP Entry of transactional and master data Variance analysis actuals vs. plan SAP ERP Any DB Entry of planning models and plan data Flexible reporting and analysis of actuals Replication of data SAP BPC, BW SAP HANA Platform Master data (e.g., cost centers) Planning model Actuals, plans, budgets, forecasts Customer benefits Single SAP planning solution combining the data harmonization strengths of SAP BW-IP with the flexibility and enduser centricity of SAP Planning and Consolidation Unified models for enterprise-wide planning and reporting scenarios Improved integration with SAP ERP Rich set of SAP HANAoptimized planning and reporting functions

23 Architecture for Financials Add-On for Suite on HANA Entry of transactional and master data Variance analysis actuals vs. plan SAP ERP Entry of planning models and plan data Flexible reporting and analysis of actuals SAP BPC, BW SAP HANA Platform Single source of truth Shared data and methods Master data (e.g., cost centers) Planning model Actuals, plans, budgets, forecasts Planning engine 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

24 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.

25 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

26 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

27 Financial SAP SAP BPC Business * BW-IP Planning ** and Consolidation ERP v10.1 * EPM Excel Add-in/HTML 5 Web UI SAP Business Planning and Consolidation 10.1, version for SAP NetWeaver BPC NW and BW-IP come together in Unified BW-based model BPC * SAP NetWeaver BW-IP ** /SAP Business OLTP Warehouse Excel files DB SAP HANA Platform DB DB SAP ERP / 3 rd party ERP * SAP Business Planning and Consolidation ** SAP Business Warehouse Integrated Planning

28 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

29 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

30 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

31 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

32 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

33 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. EPM add-in for Microsoft Office, Web, and mobile interfaces Embedded Model allows for BW- IP users to benefit from BPC functionality. Standard Model Embedded Model Single system supports both types of models. SAP NetWeaver BW 7.4 SAP HANA

34 BPC Migration Paths BPC 7.5 BPC 10.1 Standard BPC 10 BW-IP BPC 10.1 Embedde d Recommended Path Limited Path

35 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.

36 Upgrading or Migrating Upgrading, in-place or on a copy, means: Upgrading Netweaver to 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.

37 In place upgrade Dev Test Reg Prod BPC 7.5/10 NW 7.x Trad. DB BPC 10.1 NW 7.40 HANA 4 Configure Parameters: ENABLE_ACCELERATOR ACCELERATOR_ON ENABLE_SHARED_OBJECT ENABLE_QUERY_CACHE

38 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.

39 Copy to new hardware Dev Test Reg Prod 1 Restore system copy Dev 2 3 Upgrade to AppSet to BPC UJT_MIGRATE_75_TO_101 Test Reg Prod Upgrade to HANA database - BPC_HANA_MIGRATE_FROM_10 4 Configure Parameters