Understanding your IBP for finance deployment options David Dixon TruQua Enterprises

Transcription

1 Understanding your IBP for finance deployment options David Dixon TruQua Enterprises

2 LEARNING POINTS Gain a better understanding on how Integrated Business Planning for Finance Impacts your SAP BPC investment and other SAP planning solutions. Understand the 3 ways the solution integrates including its master data, transaction data and the SAP technology platform.

3 ALPHABET SOUP OF ACRONYMS BOBJ Business Objects BW-BPS BPC MS SEM-BPS SAP Strategic Enterprise Management Business, Planning and Simulation SAP Business Information Warehouse Business, Planning and Simulation SAP Business Planning and Consolidation, version for the Microsoft platform APO-DP EPM Enterprise Performance Management S&OP Advanced Planner and Optimizer - Demand Planning BW-IP SAP NetWeaver BW Integrated Planning HEC Sales and Operations Planning HANA Enterprise Cloud IBP SAP Integrated Business Planning Systems, Applications and Products ERP NW HCP SAP NetWeaver HANA Cloud Platform SFIN C4P XLS Enterprise Resource Planning HANA Cloud for Planning Simple Finance Excel Spreadsheet High-Performance Analytic Appliance S4HANA SAP Business Suite 4 SAP HANA TruQua. All Rights Reserved.

4 3 WAYS THE SOLUTION INTEGRATES BPC BW HTML5 Web Interface Work Status Business Process Flows VirtualProviders and Multi- Providers Reusable and extensible BI Content HANA Extensible HANA views on SAP ERP tables HANA- enabled planning and analysis

5 PRODUCT ANCESTORY SEM BOBJ Cartesis (Extended Analytics Analyzer influence on the EPM Add-In) Outlooksoft (BPS and BCS) ERP BW-BPS SEM-BCS BOBJ FC BPC MS 5.1 BW-IP BPC MS 7.x BPC NW 7.x HANA BPC MS 10.0 BPC NW 10.0 Renovated Planning 10.1 NW Standard 10.1 NW Embedded 10.1 MS IBP for finance C4P TruQua. All Rights Reserved.

6 WHY ACQUIRE OUTLOOKSOFT? Law of parsimony at work before Simple Finance Source: Creating value with SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver by David Dixon, 2010

7 BPC INTEGRATION ASPECTS BPC BW HTML5 Web Interface Work Status Business Process Flows VirtualProviders and MultiProviders Reusable and extensible BI Content HANA Extensible HANA views on SAP ERP tables HANA- enabled planning and analysis

8 SAP BPC FUNCTIONALITY SAP BPC functionality listed under administration: Local Providers Security BPFs Work Status Audit SAPUI5 interface

9 SAP BPC MODEL INTEGRATION SAP BPC Model is mapped to an InfoProvider Model is display only Pre-delivered with Real-time InfoCube /ERP/SFIN_R01 Note that plan data is stored in an extensible InfoCube and not in standard and fixed SAP planning tables

10 BW INTEGRATION ASPECTS BPC BW HTML5 Web Interface Work Status Business Process Flows VirtualProviders and MultiProviders Reusable and extensible BI Content Analysis for Office HANA Extensible HANA views on SAP ERP tables HANA- enabled planning and analysis

11 BW VIRTUALIZATION OPTIONS Leverage existing data warehouse objects Reduce ETL requirements Leverage standard SAP NetWeaver functions such as security, information broadcasting, BW Content and more Connects directly to FI / CO tables Planning Layout Aggregation Level MultiProvider DataStore Real-Time InfoCube Virtual Provider InfoCube DataStore Object

12 REAL-TIME INTEGRATED DATA SAP Simple Finance 1.0 on CO Line Items

13 UNIVERSALIZED INTEGRATION SAP Simple Finance 1503 on Universal Journal

14 FULL TRIAL BALANCE INTEGRATION SAP Simple Finance 1.0 and SAP Simple Finance 1503 on New GL

15 REAL-TIME MASTER DATA Can be enhanced to integrate planning master data

16 RENOVATED PLANNING WebDynpro-based interface on top of SAP BW with direct ERP table integration

17 RENOVATED PLANNING CONTENT VirtualProvider integration before Simple Finance

18 BW-BASED PLANNING INTEGRATION Formula planning function to real-time replicate

19 SAP BEX PLANNING INTEGRATION

20 HANA INTEGRATION ASPECTS BPC BW HTML5 Web Interface Work Status Business Process Flows VirtualProviders and MultiProviders Reusable and extensible BI Content HANA Extensible HANA views on SAP ERP tables HANA- enabled planning and analysis

21 REAL-TIME INTEGRATED DATA SAP Simple Finance 1.0 on CO Line Items

22 UNIVERSALIZED INTEGRATION SAP Simple Finance 1503 on Universal Journal

23 FULL TRIAL BALANCE INTEGRATION SAP Simple Finance 1.0 and SAP Simple Finance 1503 on New GL

24 REAL-TIME MASTER DATA Can be enhanced to integrate planning master data

25 HANA ACCELERATED PROCESSING Standard Embedded User-Triggered Calculations BPC Hierarchy Disaggregation BW Hierarchy Disaggregation Central On-The-Fly Calculations HANA MDX BW OLAP Central Stored Calculations Script Logic Allocation Key Word Planning Functions and FOX TruQua. All Rights Reserved.

26 STANDARD VERSUS EMBEDDED Standard Model Differences Separate namespace Financial Consolidation Business Rules Logic Script Source: Derived from SAP Business-user Administration Dimension Member Formulas Measures Books Similarities Centralized (IT) Administration Web Reporting Microsoft Excel Reporting BI Integration Mobile Reporting SAP HANA support SAP NetWeaver SSO BADI Framework for Enhancements Granular Transports Process Chains EPM Office Add-In EPM Web Client Business Process Flows Data Access Profiles Work Status Web Application Designer BEx Analyzer Analysis for Office Excel client Aggregation levels Full EDW Integration Leverage BW content Navigational attributes Session-based locking Embedded Model Differences Matrix Security FOX scripting Information Broadcasting TruQua. All Rights Reserved.

27 STANDARD AND EMBEDDED BPC Standard can be installed on a Simple Finance system Can be used with the Embedded Integrated Business Planning for finance

28 STANDARD FROM EMBEDDED Standard can be loaded from Embedded

29 MIGRATING BPC STANDARD Back up and restore makes it simple to download your investment After download, upload the zipped file into a SAP Simple Finance system with the BPC components installed Can be migrated to a new version after

30 SAP CLOUD FOR PLANNING

31 CLOUD FROM STANDARD

32 HYBRID DEPLOYMENT SCENARIOS Standard model still needed for financial consolidation SAP Cloud for Planning can import and export from standard models SAP Cloud for Planning SAP BPC - Standard Model Integrated Business Planning for finance Suite on HANA TruQua. All Rights Reserved.

33 RETURN ON INVESTMENT Time is Money Data Latency System Performance Reconciliation Productive models, tools and analytics Adapted from: Hackathorn, Richard. Current Practices in Active Data Warehousing. Boulder Technology, (Nov. 2002)

34 RELAY RACE HAND OFF Better user experience, simplified processes, greater analytic skills and smarter strategies represent the final stretch to value realization Solution Readiness Organizational Readiness Information Delivery Efficiency Insight to Action Effectiveness

35 GOVERNANCE CONSIDERATIONS Spreadsheets versus SAP Spreadsheets enable user autonomy SAP enables enterprise control Co-creation is needed as opposed to competition Spreadsheet proliferation outside standardized processes demonstrate user power trumps enterprise control IBPF BPC NW Embedded Standard Centralized and Controlled BPC MS ORGANIZATIONAL PERSPECTIVE C4P Excel Distributed and Autonomous Integrated and Extensible APPLICATION PERSPECTIVE User Customizable TruQua. All Rights Reserved.

36 BEST PRACTICES Have a clear game plan Lift and shift or rip and replace or both? Change management strategy Define upfront your key decisions Use rapid prototypes to manage risk and clarify options Data federation (virtualization) or traditional Layered Scalable Architecture? Tool selection and user impact analysis (e.g. EPM Add-In versus Analysis for Office versus Cloud for Planning) Structure implementation team with diverse set of skills that span different domains (biz and tech) Even with SAP holistic skills are needed (e.g. FI/CO, BW, BPC and HANA)

37 KEY LEARNINGS While Integrated Business Planning for finance is technically very different than BPC standard BPC standard model can be complimentary and integrated with the embedded model within a SAP Simple Finance system Customer implementations of the standard model can be backed up, restored into and technically upgraded within SAP Simple Finance BPC standard implementations are primarily impacted by how integration is achieved