9044 - Enhance Performance Management Reporting

September 9 11, 2013 9044 - Enhance Performance Management Reporting Anaheim, California and Analysis Leveraging SAP BI Tools Sean Johnson SAP

Agenda Overview of Enterprise Performance Management Value of EPM and BI EPM and BI Key Integration Points Wrap-up

The SAP BusinessObjects portfolio Proven market leadership leadership Broad Adoption 18 million+ Crystal Reports users; 3 million+ SAP BusinessObjectsWeb Intelligence users; De facto leader insaasbi Market Leadership Leading analysts rate SAP BusinessObjects portfolio as #1 overall Strategic Alignment Predictable Performance Confident Decisions Vibrant Partner Ecosystem 7,000+ partners across major ISVs, OEMs, resellers, and consulting Visionary Capabilities Unified approach for financial, supply chain, and environmental GRC Unified Information Consumes structured and unstructured as well as internal and external data, including benchmarks Ensure Trusted Information Proactively Manage Risk Create Enterprise Visibility Intuitive User Experience Designed for untrained users Designed Solution for Business Users 40,000+ customers = 80% of the Fortune 500 Open Technology Platform Designed to operate in heterogeneous environments and well integrated with SAP Competitive Replacements 150+ EPM replacements in 2009

The New Normal for Finance professionals Volatility in economic conditions Increasing globalization Increased focus on risk Pressure on margins On-going changes to regulatory requirements Ability to Make Sound Decisions to Benefit the Organization Innovative business models

Performance management challenges for Finance Increase organizational alignment and agility Help the enterprise make better decisions that drive profitability Deliver a faster, more reliable close to disclose process Planning and forecasting cycle time Plan and forecast accuracy Time split between business analysis/support vs. admin Profit margin (vs. peers) % of profitable customers and products Resource utilization Close to disclose cycle time and cost Number of restatements required Cost of audit and compliance as % of revenue

What represents best practice Increase organizational alignment and agility Help the enterprise make better decisions that drive profitability Deliver a faster, more reliable close to disclose process Ensuring everyone understands how they help the organization succeed Allocating budgets to initiatives that create the most value and streamlining planning processes Instantly sensing changes in KPIs and enabling rapid re-forecasting and easy scenario analysis that helps manage risk and cope with volatile economic conditions Delivering faster access to information and more detailed analysis of big data for business users Understanding and identifying opportunities for cost to serve reduction Providing decision makers with reliable data on the true profitability of products, services and customers Reducing cycle time by driving efficiency with automation and standardization Increasing confidence in financial reports with high transparency and a detailed audit trail Allowing finance teams to analyze the reasons for the numbers rather than just reporting them

Agenda Overview of Enterprise Performance Management Introduce the SAP BusinessObjects EPM Solutions Value of EPM and BI EPM and BI Key Integration Points Wrap-up

Enterprise Performance Management (EPM) for Finance Increase organizational alignment and agility Set and translate strategy Create plans, budgets and forecasts Help the enterprise make better decisions that drive profitability Strategize and Plan Analyze and Optimize Analyze performance Model and optimize profitability Deliver a faster, more reliable close to disclose process Close and Disclose Prepare consolidated financial statements for management & regulatory purposes Disclose financial data to internal and external stakeholders

Enterprise Performance Management (EPM) for Finance (cont.) Increase organizational alignment and agility Set and translate strategy Create plans, budgets and forecasts Help the enterprise make better decisions that drive profitability Analyze performance Model and optimize profitability Deliver a faster, more reliable close to disclose process Strategize and Plan Enterprise Analyze Performance and Optimize Management Close and Disclose Prepare consolidated financial statements for management & regulatory purposes Disclose financial data to internal and external stakeholders

Manage financial performance and accelerate the financial close with SAP solutions for EPM Strategize and Plan SAP Strategy Management SAP Business Planning and Consolidation Close and Disclose SAP Intercompany SAP Business Planning and Consolidation SAP Financial Consolidation SAP Disclosure Management SAP Notes Management SAP Financial Information Management Enterprise Performance Management Analyze and Optimize SAP Business Planning and Consolidation SAP Profitability and Cost Management SAP BusinessObjects Business Intelligence

Analytics solutions from SAP

Agenda Overview of Enterprise Performance Management Value of EPM and BI EPM and BI Key Integration Points Wrap-up

SAP BusinessObjects BI 4.0 Web Intelligence Dashboards Crystal Reports Analysis BI Platform Explorer Trusted Data 2011 SAP AG. All rights reserved. 12

SAP Business Intelligence portfolio

SAP BusinessObjects Enterprise Performance Management 10.0 A BI perspective Accessing the Business Layer Data access must be through the application tier security, business rules and data signage are applied by the application Custom data providers are included to enable business layer access within the SAP BusinessObjects BI clients Designed for the Office of Finance The EPM applications include some BI out-of-the-box BI capabilities, however these are primarily geared for the Office of Finance. Multidimensional EPM data is presented in a hierarchical fashion. SAP BusinessObjects BI 4.0 provides many BI clients that support multidimensional data access SOLUTION TODAY

The value of EPM and BI Value proposition When you will want to use a BI tool on top of EPM: Enabling users to combine multiple data sources in a single tool Sharing financial data to employees outside of Finance Providing users with the best tool for the job for consuming EPM data (e.g. Dashboards, Advanced Analytics, Mobile, etc.) Generating archived reports of financial data Adding value to existing investments in the SAP BusinessObjects BI suite of tools Empowering mobile and cloud-based users to have direct access to EPM data in a safe and secure fashion

Agenda Overview of Enterprise Performance Management Value of EPM and BI EPM and BI Key Integration Points Wrap-up

SAP Business Intelligence portfolio

SAP BusinessObjects BI platform integration Reporting and Analysis (WebI and CR) Semantic Layer empower business users with self-service reporting and analysis Why EPM Customers should use SAP BusinessObjects Reporting and Analysis Tools? Provides an easy mechanism to create highly formatted reports (e.g. Balance Sheets, Income Statements) that can be shared across the Enterprise The BI clients use a custom connection type for EPM to ensure EPM security and data structure is maintained Full support of the OLAP hierarchies within the Information Design tool. Support for BI Mobile Deployments

SAP Business Intelligence portfolio

SAP BusinessObjects BI platform integration Dashboards SAP BusinessObjects Dashboards Interactive, visualizations Why EPM Customers should use SAP BusinessObjects Dashboards? Dashboards provides the ability to create highly-interactive, visually-stimulating dashboards Use existing EPM Excel reports to simplify dashboard design against EPM data An custom connector (EPM Connector) enables live data access to EPM applications The EPM Connector supports simulation and write-back to SAP BusinessObjects Planning and Consolidation (ex. form-based planning such as inputting headcount information)

Dashboard sample

Write-back sample

SAP Business Intelligence portfolio

SAP BusinessObjects BI platform integration Analysis for OLAP SAP BusinessObjects Analysis for OLAP data analysis ( slice and dice ) Why EPM Customers should use SAP BusinessObjectsAnalysis for OLAP? Web-based Ad-Hoc analysis tool designed for Power Users and Analysts Analysis for OLAP uses a custom connection for EPM to ensure EPM security and data structure is maintained Standard workspace design support including connecting to multiple data sources (ex. SAP BusinessObjects Planning and Consolidation and SAP BusinessObjects Profitability and Cost Management) and slicing and dicing capabilities

SAP BusinessObjects BI platform integration Analysis for Office SAP BusinessObjects Analysis for Office data analysis ( slice and dice ) Why EPM Customers should use SAP BusinessObjects Analysis for Office? Excel-based analysis; Successor of BEx Analyzer BPC provides its OWN Excel Interface (EPM Add-In) that provides write-back support that is NOT available with Analysis for Office so customers will need to use the BPC Excel client regardless to input data to BPC Analysis for Office only supports BPC 10+ for Netweaver; It will not support other EPM solutions Analysis for Office and the EPM Add-In can be installed in the same Excel environment.

SAP Business Intelligence portfolio

SAP BusinessObjects BI platform integration Predictive Analytics Predictive Analytics and EPM Predictive Analytics can be used to run algorithms against EPM data using the Semantic Layer connection. This will allow end users to identify outliers, perform set analysis, and predict forecasted values. The result of the Predictive Analytics can then be used within the EPM applications (e.g. to seed BPC plans). Today this is a manual process however future roadmap enhancements are exploring ways to automate this process.

SAP Business Intelligence portfolio

SAP BusinessObjects BI platform integration Explorer and Visual Intelligence Explorer and Visual Intelligence and EPM By default Explorer does not support OLAP data, which includes EPM data, however at this time Explorer can be enabled to work with EPM 7.5 and EPM 10 solutions using the classic Universe (UNV) connection. Building Explorer on top of EPM data provides the user a rich interface to easily navigate the data and answer a multitude of questions at the speed of thought. This interface is also supported on mobile devices as well. Unfortunately at this time Visual Intelligence does NOT work with any OLAP data sources and should not be recommended as a tool on top of EPM data.

Mobile performance management Leverage our mobility solutions, including SAP BusinessObjects Mobile and Sybase Unwired Platform Deliver a new EPM Unwired mobile client as entry point into EPM 10 applications: Mobile-first EPM 10.0 support Hybrid support for BI and EPM scenarios that are seamless to the end-user

V1 Release Interface for multiple EPM Apps Including BPC 10 NW, BPC 10 MS, and Enterprise Insight (Enterprise version of SSM CItizenInsight) Re-use of BI Mobile framework Re-using the BI Mobile framework to provide access to a lot of pre-existing infrastructure and full BI Content support Ready to Try Demo Content Pre-configured demo connections will be bundled as part of the download. Users can download the application and run through the tutorials. Latest Release Latest version was released in August 2013 and includes BPC connectivity, EnterpriseInsight (Strategy Management) and updates to BI Content, including Dashboards

Agenda Overview of Enterprise Performance Management Value of EPM and BI EPM and BI Key Integration Points Wrap-up

Where to find more information Check out the following resources for more information on the EPM portfolio: http://www.sap.com/solutions/sapbusinessobjects/large/enterprise-performancemanagement/index.epx http://www.sdn.sap.com/irj/boc/epm

7 key points to take home 1. Our Enterprise Performance Management solutions provide improved effectiveness and performance control. 2. Harmonize, Connect and Extend represent the 3 key themes for the EPM 10 release. 3. A new Excel client and a new Web 2.0 client are two main areas of harmonize that are introduced in version 10. 4. The Business Intelligence suite provides an extensive analytic toolset on top of the EPM applications. 5. The three main areas of integration are: authentication, specific data providers and the custom dashboard design experience. 6. The BI platform and the EPM suite are loosely coupled allowing customers to upgrade existing investments on a timeline that works for them. 7. The EPM applications are extending the functionality of the BI Mobile clients to provides access to the EPM data sources while on-the-go.

Thank You! Contact information: Sean Johnson sean.johnson@sap.com

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