Deloitte Shared Services Conference 2018 Focus 10: The benefits of next generation ERP: Deloitte's S4/HANA implementation Jolyon Hart, Deloitte

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1 Deloitte Shared Services Conference 2018 Focus 10: The benefits of next generation ERP: Deloitte's S4/HANA implementation Jolyon Hart, Deloitte

2 Introductions Jo Hart GFS Managing Director 2

3 A potted history of SAP Before Est.1972 First Customer +33 years Today+ 5 ex IBM employees set the company up taking their ERP software design with them SAP is born Imperial Chemical S/4HANA introduced 03 S/4HANA 2.0 due for Industries (ICI) Feb 2015 release in 2019 alongside 1809 release bringing new functionality and features 3

4 So why did we invest now? We needed to see a clear line across each client recognising revenue over time We needed a technology platform which would provide the right stability, scale and functionality to build our global firm Our systems were out of date, not integrated and not fit for the future Our processes and ways of working needed improving to align us to a scalable shared service model 4

5 What are the benefits? Alternative Delivery Methods Real time planning, reporting & decision making for ADM resources Pricing & Forecasting Real time, full lifecycle engagement management & revenue recognition Engagement Dashboard A visual dashboard highlighting key information & providing an access point for drill-down Foreign Exchange Treasury Self-service Fully fledged currency management & reporting across all processes Greater cash position visibility, optimised liquidity management, hedging & FX Risk Real-time information available within a few clicks for our professional staff User Experience & Mobility Client & Engagement Profit Digital Core Enhanced user experience & selfservice capabilities One version of truth with clear line of sight across our client base Digital core for Deloitte as a global business enabler Operating Cost Efficiencies Centres of Excellence Global Process Owners Delivering economies of scale & reduced TCO through innovation & continual service improvement Leveraging the CoE capabilities in new geographies End-to-end global ownership for business processes 5

6 Seamless Mobility 6

7 How it all started SWIFT is the implementation of a global ERP platform (S/4) and Global Finance Services (GFS). S/4 Implementation Single, global technology platform Global Platform: Standardized requirements Local Needs: Flexibility for local requirements Latest Technology: Utilizes SAP s newest finance ERP, S/4 The implementation of S/4 will provide the common platform infrastructure that is the foundation for future growth and globalization Global Finance Services (GFS) Finance Services, ITS ERP Support Common Processes: Leverages S/4 platform Sharing of Leading Practices: As adopted by GFS Increased Efficiency: Sharing resources and common tools & technology Member Firms 7

8 We created our vision, mission, values and strategic goals Vision Global Finance Services will lead the way to one global Deloitte, as a strategic partner, providing innovative end-to-end business solutions. Mission Provide finance services to Deloitte, to enable the business to exceed its clients expectations. We take pride in being Global Finance Services, achieving outstanding operational results through our professionals, innovative use of technology, and continuous process improvement. Values Continually look toward future opportunities Achieve greatness through partnering with our clients Drive excellence in everything we do Challenge ourselves to be agile with a purpose Bring out the best in our people Strategic Goals PEOPLE OPERATIONAL EXCELLENCE CLIENT EXPERIENCE INNOVATION Build a culture that attracts and retains the best talent. Drive efficiency and quality across global business processes. Provide world-class service to all GFS member firms. Lead the digital transformation for Global. 8 8

9 We followed a set of guiding principles The S/4 global template will be used by new internal customers Localization will be limited to legal, regulatory and compliance requirements as well as any local system integrations An integrated, business, finance and technology team will deliver MF migrations Brings together GFS and member firm teams Brings together all key functions The GFS service catalogue will be adopted by new member firms By default, a 'lift and shift' approach will be followed to reduce risk and ensure quality and consistency of service An onboarding playbook will be used for all future migrations Ensures consistency, repeatability and resource predictability Reduces time to rollout and associated costs 9

10 We designed a new service model Internal Clients Expert users Guiding Principles Self Service Enable Self Service Level 0 Knowledge Base Interactive Support Service Simplify Multi- Channel Support Provide end-to-end Finance Services Drive Automation Level 1 Level 2 Level 3 CoRe Contact Center Web Chat E-forms Phone Operations Client to Cash Procure to Pay Record to Report Expense Compliance Financial Integrity Master Data Centers of Excellence Global Finance Services Specialist Support Services Focus on Innovation Robotics & Intelligent Automation 10

11 We learnt from our own lessons Strong program governance & oversight facilitates timely decision-making Sponsorship from SAP Executive Leadership is critical Executive Sponsorship visible leadership is imperative Brand New Software introduces Leading-Edge Risks Business Leadership involvement and ownership is a must In-person training investment is essential Proactive and strong PMO with ownership of outcome is required Business continuity despite the project Data conversion emphasis is non-negotiable Offshoring requires dedication Commitment to standardisation must come from all levels Tight governance keeps budgets under control Integration with existing systems must also work at go-live Journey to completion will be longer than expected Evaluating Cloud ERP is a must Single instance to reduce cost and complexity Globalization is inevitable Change Management activities always get de-prioritised Shared services to fulfill program s transformational goals Production Support to ensure smooth transition into operations 11

12 GFS SWIFT Future Waves So where do we go next? FY19 FY20 FY21 FY22 62% 67% 82% 100% Wave 1 US, Canada Wave 2 Australia, UK Wave 3 DTTL, Nordics, DCM, Belgium, Netherlands, Ireland Wave 4 CBC, France, Germany, Greece, India, Italy, Malta, New Zealand, Southeast Asia, Spain Wave 5 Africa, Austria, Cyprus, Israel, Japan, Korea, LATCO, Mexico Wave 6 Brazil, Central Europe, China, CIS, Luxembourg, Middle East, Portugal, Taiwan, Turkey FOUNDING MEMBERS EARLY ADOPTERS NEXT GENERATION REST OF THE WORLD 12

13 Thank you Deloitte GFS Limited. All rights reserved. The benefits of next generation ERPs: Deloitte's S4/HANA implementation 13

14 Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ( DTTL ), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as Deloitte Global ) does not provide services to clients. Please see to learn more about our global network of member firms. This communication is for internal distribution and use only among personnel of Deloitte Touche Tohmatsu Limited, its member firms, and their related entities (collectively, the Deloitte Network ). None of the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on this communication Deloitte GFS Limited. All rights reserved. 14