Understanding  your  IBP  for  finance  deployment  options

David  DixonTruQua Enterprises

§ 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.

LEARNING POINTS

ALPHABET SOUP OF ACRONYMSXLS

BW-IP

BW-BPS

BPC MS C4P

BOBJSAP

HCP

NW

APO-DP

SEM-BPS ERP

Systems, Applications and Products

Business Objects

SAP NetWeaver BW Integrated Planning

SAP Business Information Warehouse Business, Planning and Simulation

SAP Strategic Enterprise Management Business, Planning and Simulation

Advanced Planner and Optimizer -Demand Planning

SAP NetWeaver

SAP Business Planning and Consolidation, version for the Microsoft platform

HANA Cloud Platform

Cloud for Planning

Enterprise Resource Planning

Excel SpreadsheetEPM

Enterprise Performance Management

S4HANA

SAP Business Suite 4 SAP HANA

HANAHigh-Performance Analytic Appliance

HECHANA Enterprise Cloud

SFIN

Simple FinanceIBP

Integrated Business Planning

S&OPSales and Operations Planning

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3 WAYS THE SOLUTION INTEGRATES• HTML5  Web  Interface• Work  Status• Business  Process  Flows

BPC• VirtualProviders and  Multi-­‐Providers  • Reusable  and  extensible  BI  ContentBW• Extensible  HANA  views  on  SAP  ERP  tables• HANA-­‐enabled  planning  and  analysisHANA

PRODUCT ANCESTORY

HANA

SEM

BW-BPS

SEM-BCSBW-IP

OutlooksoftBPC MS

5.1

BPC MS7.x

BPC NW7.x

BOBJCartesis

BPC MS 10.0

BPC NW10.0

(Extended Analytics Analyzer influence on the

EPM Add-In)

RenovatedPlanning

2005 2010 2015

(BPS and BCS)

10.1 NWStandard

10.1 NW Embedded

IBPfor

finance

BOBJ FC

10.1 MS

ERPC4P

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§ “Law of parsimony” at work before Simple Finance…

WHY ACQUIRE OUTLOOKSOFT?

Source: “Creating value with SAP BusinessObjectsPlanning and Consolidation, version for SAP NetWeaver” by David Dixon, 2010

BPC INTEGRATION ASPECTS

• HTML5  Web  Interface• Work  Status• Business  Process  Flows

BPC• VirtualProviders and  MultiProviders• Reusable  and  extensible  BI  ContentBW• Extensible  HANA  views  on  SAP  ERP  tables• HANA-­‐enabled  planning  and  analysisHANA

§ SAP BPC functionality listed under administration:

§ Local Providers§ Security§ BPFs§ Work Status§ Audit

§ SAPUI5 interface

SAP BPC FUNCTIONALITY

§ 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

SAP BPC MODEL INTEGRATION

BW INTEGRATION ASPECTS

• HTML5  Web  Interface• Work  Status• Business  Process  Flows

BPC• VirtualProviders and  MultiProviders• Reusable  and  extensible  BI  Content• Analysis  for  Office

BW• Extensible  HANA  views  on  SAP  ERP  tables• HANA-­‐enabled  planning  and  analysisHANA

BW VIRTUALIZATION OPTIONS

Real-­Time  InfoCube

InfoCube DataStore  Object

Aggregation  Level

MultiProvider

DataStore

Planning  Layout

Connects directly to FI / CO tables

Virtual  Provider

§ Leverage  existing  data  warehouse  objects

§ Reduce  ETL  requirements

§ Leverage  standard  SAP  NetWeaver functions  

such  as  security,  information  broadcasting,  

BW  Content  and  more

§ SAP Simple Finance 1.0 on CO Line Items

REAL-TIME INTEGRATED DATA

§ SAP Simple Finance 1503 on Universal Journal

UNIVERSALIZED INTEGRATION

§ SAP Simple Finance 1.0 and SAP Simple Finance 1503 on “New” GL

FULL TRIAL BALANCE INTEGRATION

§ Can be enhanced to integrate planning master data

REAL-TIME MASTER DATA

§ WebDynpro-based interface on top of SAP BW with direct ERP table integration

RENOVATED PLANNING

§ VirtualProvider integration before Simple Finance

RENOVATED PLANNING CONTENT

§ Formula planning function to real-time replicate

BW-BASED PLANNING INTEGRATION

SAP BEX PLANNING INTEGRATION

HANA INTEGRATION ASPECTS

• HTML5  Web  Interface• Work  Status• Business  Process  Flows

BPC• VirtualProviders and  MultiProviders• Reusable  and  extensible  BI  ContentBW• Extensible  HANA  views  on  SAP  ERP  tables• HANA-­‐enabled  planning  and  analysisHANA

§ SAP Simple Finance 1.0on CO Line Items

REAL-TIME INTEGRATED DATA

§ SAP Simple Finance 1503 on Universal Journal

UNIVERSALIZED INTEGRATION

§ SAP Simple Finance 1.0 and SAP Simple Finance 1503 on “New” GL

FULL TRIAL BALANCE INTEGRATION

§ Can be enhanced to integrate planning master data

REAL-TIME MASTER DATA

HANA ACCELERATED PROCESSING

Standard

BPC  Hierarchy  Disaggregation

HANA  MDX

Script  Logic  Allocation  Key  

Word

Embedded

BW  Hierarchy  Disaggregation

BW  OLAP

Planning  Functions  and  

FOX

Central On-The-Fly Calculations

Central Stored Calculations

User-Triggered Calculations

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Embedded Model Differences

Standard Model Differences

Similarities

Web ReportingMicrosoft Excel Reporting

BI IntegrationMobile Reporting

SAP HANA support SAP NetWeaver SSO

BADI Framework for EnhancementsGranular Transports

Process ChainsEPM Office Add-InEPM Web Client

Business Process FlowsData Access Profiles

Work Status

Separate namespace

Analysis for Office Excel client

Leverage BW content

Full EDW Integration

Aggregation levels

Web Application Designer

Centralized (IT)Administration

Business-user Administration

Financial Consolidation

BEx Analyzer

Navigational attributes

Session-based locking

Matrix Security

FOX scripting

Information BroadcastingBooks

Logic Script

Dimension Member Formulas

Measures

Business Rules

Source: Derived from SAP

STANDARD VERSUS EMBEDDED

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§ BPC “Standard” can be installed on a Simple Finance system

§ Can be used with the “Embedded” Integrated Business Planning for finance

STANDARD AND EMBEDDED

§ “Standard” can be loaded from “Embedded”

STANDARD FROM EMBEDDED

§ 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

MIGRATING BPC STANDARD

SAP CLOUD FOR PLANNING

CLOUD FROM STANDARD

HYBRID DEPLOYMENT SCENARIOS

Suite on HANA

Integrated Business Planning for finance

SAP BPC - Standard Model

SAP Cloud for Planning

§ Standard model still needed for financial consolidation

§ SAP Cloud for Planning can import and export from standard models

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§ Time is Money

§ Data Latency§ System Performance§ Reconciliation§ Productive models,

tools and analytics

RETURN ON INVESTMENT

Adapted from: Hackathorn, Richard. “Current Practices in Active Data Warehousing.” Boulder Technology, (Nov. 2002)

§ Better user experience, simplified processes, greater analytic skills and smarter strategies represent the final stretch to value realization

RELAY RACE HAND OFF

Information Delivery Efficiency

Insight to Action Effectiveness

Solution Readiness Organizational Readiness

§ 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

GOVERNANCE CONSIDERATIONS

Centralized  and  Controlled Distributed  and  Autonomous

Integrated  and  Extensible User  CustomizableAPPLICATION  PERSPECTIVE

ORGANIZATIONAL    PERSPECTIVE

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ExcelC4PBPC MSBPC NWIBPFStandardEmbedded

§ 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)

BEST PRACTICES

§ 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

KEY LEARNINGS