Turn to Business Planning and Consolidation to Run Your Global Firm SAPPHIRE NOW

Transcription

1 Turn to Business Planning and Consolidation to Run Your Global Firm SAPPHIRE NOW

2 Agenda Traditional Planning Business Case for Non-Traditional Planning Approach Progress To Date Results Demonstration Questions

3 Traditional Planning: Deloitte Global Office Deloitte Global Office budgets for Revenue and Expenses on an annual basis. Budgets are planned based on Cost Centers, Profit Centers, and General Ledger categories. The Budgeting Process starts in January of each year with planning activities. Forecasts are prepared quarterly against actual year-to-date spend and projecting actual spend through to year end. Expense categories include Employee Cost, Travel and Meetings, Professional Services, Technology, Facilities and Related, Office/Other For information, contact Deloitte Touche Tohmatsu Limited.

4 Traditional Planning: Deloitte Global Office User Experience: Utilizing the SAP Business Planning and Consolidation application Excel format as the user interface for budget loading provides a data entry tool that is familiar and intuitive for finance users. SAP Business Explorer (SAP BEx) tools for reporting provide reporting for Actual vs. Plan For information, contact Deloitte Touche Tohmatsu Limited.

5 Traditional Planning: Deloitte Global Office Supporting Architecture: SAP ECC general ledger detail maintains actuals and are loaded into SAP NetWeaver Business Warehouse cubes SAP Business Planning and Consolidation expense and revenue plan data stored in SAP NetWeaver BW cubes Reporting via SAP BEx and in future: SAP BusinessObjects solutions Loads accomplished via Open Hub and SAP Business Planning and Consolidation data manager For information, contact Deloitte Touche Tohmatsu Limited.

6 Non-Traditional Business Case: Deloitte Service As a part of our World Class Talent initiative, Deloitte has embarked on a program to improve how we fund and manage learning delivery. Since we deliver over 3 million learning hours to our personnel and clients, there is a significant need to evaluate the success of this investment. However, it had become a significant effort to prepare the plans every year and there was little to no analytic reporting available in this regard. It was apparent that a planning technology combined with some business process change was needed to improve the situation.

7 Approach We selected SAP Business Planning and Consolidation (v10) to better manage this process. It will be deployed in several phases over calendar year Macro Planning 1 year plan Micro Planning spread by period and refined Forecasting track actuals to plan and refine future plans Accrual Management record obligations not yet paid Extensive Reporting & Analytics What is unique about this effort is that we are not only planning program costs but also learning hours.

8 Approach We used a Microsoft SQL installation (with plans to move to the SAP HANA platform) for speed of delivery Our users access it via MS Excel Basic reporting development is within the EPM suite Analytics and mobile reporting are in design phase now.

9 Progress To Date (2013) Macro Plan January Analysis (ongoing) Actuals March Forecast July Micro Plan April

10 Results Once fully implemented, we can Accurately predict utilization of facilities, instructors & resources Measure cost per learning hour Analyze cost per learner & cost per course. Compare cost per delivery method and many other attributes.

11 Demonstration

12 Contact Us Cathy Kennedy Bruce Anderson General enquiries: Follow us on

13 About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Deloitte provides audit, tax, consulting, and financial advisory services to public and private clients spanning multiple industries. With a globally connected network of member firms in more than 150 countries, Deloitte brings world-class capabilities and high-quality service to clients, delivering the insights they need to address their most complex business challenges. Deloitte has in the region of 200,000 professionals, all committed to becoming the standard of excellence. Disclaimer This publication contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively the Deloitte Network ) is, by means of this publication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on this publication For more information, contact Deloitte Touche Tohmatsu Limited.