Next-Generation Planning & Analysis. Christopher Kaszelik

Transcription

1 Next-Generation Planning & Analysis Christopher Kaszelik

2 Bluetree Overview Recognised thought-leaders in Performance Management and Business Intelligence Bluetree s unique advantage is the perfect blend between advisory and implementation Our first language is Finance Specialists in Finance and Accounting as well as IT Implemented 100+ Performance Management and BI projects 30+ successful large scale SAP BPC projects SAP implementation partner with certified BPC, BW and HANA consultants Preferred implementation partner in large scale finance transformation projects Based in Sydney & Melbourne: Servicing Australia, Asia and New Zealand Not to be distributed 2

3 Sample projects and industry focus Aust. Energy Producer and Retailer (ASX 200) SAP BPC 10 NW and BO Reporting Planning and Reporting Australia's Largest Health Insurance provider (ASX 200) SAP BPC 7.5 NW Planning, Enhancements and support Real Estate (ASX 200) SAP BPC 10.1 Embedded on HANA Planning and Consolidation 2 nd Largest Iron Ore miner globally SAP BPC 7.5 and 10 MS Planning and Support ENTERTAINMENT Global Entertainment SAP BPC NW on HANA, BO Reporting and BO DataServices GOVERNMENT Education Treasury and Planning Model Not to be distributed 3

4 Challenges for Finance Departments 4

5 CFO s New Reality Becoming a Live Business in a Digital World Increasing complexity of external conditions Explosion of Big Data Pressure to support global growth initiatives Requirement to reduce the cost of finance Digital work style enabled by networks and mobility Accelerated adoption of technology innovations Source: SAP AG

6 CFOs have spoken Finance executives believe that the future success depends on making better use of technology Over the next five years, my company s success will increasingly depend on... Adapting to the rapid pace of change and greater business complexity 85% Instantaneous access to a unified, comprehensive, and fully up-to-date set of financial and performance data 77% Translating data into swif t and decisive action 84% Making effective use of big data 75% CFO Research 2015 Source: SAP AG

7 Enterprise Performance Management powered by SAP The next generation of EPM 7

8 EFFECTIVE EFFICIENCY Enterprise Performance Management (EPM) INSIGHT Best Run Finance Organizations have 3x Disclose Strategy Plan Lower finance cost as percentage of revenue for top quartile organizations versus bottom quartile organizations ACTION Close Performance Management Optimize Analyze DECISION 76% Higher operating margin where financial systems provide historical and forward-looking views into financial and operational performance Source: SAP Benchmarking Services 8

9 Source: SAP AG SAP Solutions for EPM Strategize and plan SAP Strategy Management 10.1 SAP Business Planning and Consolidation 10.1 SAP BusinessObjects Cloud Analyse and optimize SAP BusinessObjects Cloud SAP Business Planning and Consolidation 10.1 SAP Profitability and Cost Management 10.0 Close and disclose SAP Business Planning and Consolidation 10.1 SAP Financial Consolidation 10.1 SAP Disclosure Management 10.1

10 SAP Business Planning and Consolidation (BPC) Initiatives Streamline planning and achieve a faster, more accurate close with SAP BPC Master data Data Text Dashboard Strategy Maps KPI Driver based calc. Workflow Controls Spend more time growing your business and less time closing the books with SAP Business Planning and Consolidation. Unified Comprehensive Integrated Easy to Use MS Office Ownership Web UI Journals Starterkit Audit Trail Generic Close Strategy Enterprise Performance Management Model Planning Analytics Work status Drill Through Off Line Book Publishing Planning Functions Mobile Transformational Inter company Translation Integration Multi dimension Allocation End User Modeling Self Service Disclosure Dashboard 10

11 SAP BPC History 4.3 MS Release 5.1 MS Release 7.0 MS Release 7.0 NW 7.5 MS Release 7.5 NW Release 10 MS Release 10.1 MS Release 10.1 NW Standard 10 NW Release 10.1 NW Embedded Based on BW-IP framework

12 BPC Standard Full feature Planning and Consolidation tool based on BW and supported on HANA Designed for flexibility and to be administered by business users Requires its own BW namespace and its own cubes Uses an account model Single key figure Front-end: EPM Add-In Targeted for business users and flexibility

13 Case Study: BPC/BW move to HEC Client moved BW and BPC from on-premise (Non-HANA instance) to HEC This was initially executed as a cost saving exercise, not a performance enhancement Significant Performance Improvements Report response times have reduced from minutes to seconds No need for further performance tuning Financial load times have reduced dramatically 40 mins hours to under 10mins Non-disruptive deployment Migrated in under two weeks The real-time nirvana was always a dream, now actually close to it The power of this has opened up new opportunities which is an exciting challenge for the client to re-imagine how they can reach the full potential with the power of their data

14 BPC Embedded Released with BPC 10.1 Leverages BW-IP logic, taking advantage of native BW Cubes Offers Planning Application Kit (PAK) BW-IP optimised for HANA Multi key figure model BPC Standard functionality becoming increasingly available and mature Front-end: Analysis for Office Leverages IT centric EDW model with BPC business oriented features

15 BPC Optimized for S/4 BPC Embedded on BW Embedded in S/4HANA Only available with S/4HANA, runs on BW Embedded Enables the financial planning capabilities provided by SAP BusinessObjects Planning and Consolidation to be seamlessly integrated in S/4HANA user interfaces and workflows Replaces the current planning capabilities in SAP ERP Pre-delivered planning functionality and templates thus decreasing implementation effort Functional content included with S/4HANA to allow for easier deployment Data replication between solutions will no longer be required Plans developed in SAP BusinessObjects Planning and Consolidation will be accessible in S/4HANA for variance analysis SAP BusinessObjects Planning and Consolidation will be able to access real time master data and actuals maintained in S/4HANA without replication

16 Content delivered with BPC optimized for S/4HANA? S/4HANA includes templates that provide support for: Cost Center Planning Internal Order Planning Project Planning Profit Center Planning Cost of Sales Planning P&L Planning Market Segment Planning Liquidity Planning Balance Sheet Planning

17 Case Study: S/4 HANA Finance Transformation Consolidation of disparate systems into one SAP platform The ability to manage finance, forecasting, planning and analytics, service transaction, customer and employee within a single solution SAP tools utilised are SAP S/4HANA (Finance, Assets, etc.), SAP Ariba, SAP Cloud for customer, SAP Lumira and SAP BPC Embedded SAP EPM (SAP BPC Solutions) Finance Budgeting/Forecasting over set periods (short/long term) for determining Working Capital Detailed Profit and Loss, Balance Sheet and Cashflow Statutory Consolidation Operations Managing daily operations such as Commercial (Lease Level), Residential and Corporate (Headcount and Depreciation) Not To Be Distributed 17

18 Source: SAP AG SAP BusinessObjects Cloud SAP BOC is a people-centric solution designed to help simplify financial planning and analysis and eliminates the need for different tools Finance and other line of business professionals are envisioned to eliminate the complexity of planning processes and quickly integrate corporate and divisional plans

19 SAP BusinessObjects Cloud (BOC) Single platform for Planning and Analytics requirements Stronger together: Offers bidirectional integration with SAP BPC

20 Choosing the right solution Key aspects to determine the best planning solution include: Existing SAP investment & roadmap Complexity of requirements Functional Integration Scalability Nature of functionality Planning vs Consolidation vs Analytics

21 Project insights 21

22 Common Implementation Mistakes Wrong choice of tool - One size fits all mindset Inability to establish clear business case Lack of process understanding & detailed design Lack of clear stakeholders and executive support Resource commitments Functional as well as technical Insufficient Training & Testing Inadequate Staffing of implementation team

23 Big Bang or Phased roll-out? EPM implementations should be considered as a journey and should be deployed in a phased manner to maximise the outcome The first phase of the roll-out should be out of the box solution leveraging RDS (Rapid deployment solutions) Generally the business users with traditional IT knowledge transition to the new platform. Once they have familiarised themselves with the tool, the remaining phases should be planned This approach will set up a constructive and collaborative environment for the subsequent solution requirement analysis and design phases

24 Sample Case Studies 24

25 25

26 Not to be distributed 26

27 27

28 Not to be distributed 28

29 Contact Details Christopher Kaszelik