Table of Contents - EPM SUMMIT · PDF fileUpgrading 7.5 to 10/10.1 NW to NW, Migrating MS to NW ... Performance Tuning HANA 10.0/10.1 Van Gogh 2 ... Implementation and Expansion of

Table of Contents

Welcome...............................................................................................................................................................................2Event Map.............................................................................................................................................................................3Agenda...................................................................................................................................................................................4Session Descriptions......................................................................................................................................................10Speaker Bios.....................................................................................................................................................................23

Copright © Column5 Consulting This document is considered the exclusive property of Column5. It may not be duplicated, redistributed, or used in whole or in part, without the prior written consent of Column5.

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http://www.column5epmevents.com

WELCOME

David Den BoerCEOColumn5 Consulting

Dear EPM Leadership Summit Attendee,

Welcome to the 2015 EPM Leadership Summit! The Column5 team is very excited to be bringing back our event series to fill a need where SAP EPM customers can get vital information, build relationships, and become inspired to take their EPM process to the next level.

We appreciate that you have made the investment in time and resources to support your pursuit of value with Enterprise Performance Management. Together, my hope is we can push each other to achieve new heights of success, and the first step is coming together to share ideas at a focused event.

The Column5 team has done a significant amount of logistics planning, content preparation, and resource investment to make this event a huge success; however, the most important requirement for our mutual ability to drive value from this event is your participation. This event is very much focused on customers, and it is my objective to ensure the EPM Leadership Summit exceeds your expectations in every way.

Please feel free to share your ideas, challenge speakers, and ask questions in the sessions so before we conclude, every question is answered. It is our intent to provide an environment conducive to learning. If, at any time, any aspect of the event does not meet your expectations/preferences, immediately notify any member of the Column5 team so we can address it.

I look forward to hearing your feedback about the event as we spend the next few days together. Please share your thoughts with me so we can understand what we are doing well and can do more of, and where we can improve!

On behalf of the entire Column5 team, enjoy the conference – we are glad you are here!

Best Regards,

David


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EVENT MAP


REGISTRATION

EPM LEADERSHIP SUMMIT

HYDE EVENT

ELEVATOR BANK, HOTEL ROOMS

EVENT MAP

3


Tuesday, February 24, 2015

PRE-SUMMIT: Mastering EPM Workshops7:00am - 5:00pm Registration

8:00am - 9:00am BreakfastRenoir

9:00am - 10:30am BPC LogicDegas 1

EPM v10 ReportingVan Gogh 1

Performance Tuning Van Gogh 2

10:30am - 11:00am Morning Break11:00am - 12:00pm BPC Logic (continued)

Degas 1EPM v10 Reporting (continued)

Van Gogh 1Performance Tuning

(continued) Van Gogh 212:00pm - 1:00pm Lunch

Renoir1:00pm - 2:30pm BPC Logic (continued)



(continued) Van Gogh 22:30pm - 3:00pm Afternoon Break3:00pm - 5:00pm BPC Logic (continued)



(continued)Van Gogh 2

Executive Track

Functional Track

Technical Track

Customer Success StoryAGENDA


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Executive Track

Functional Track

Technical Track

Customer Success Story

Wednesday, February 25, 2015

SUMMIT OPENS!7:00am - 3:00pm Registration


9:00am - 9:45am Opening Ceremonies Keynote Address: David Den Boer, CEO Column5 Consulting

Renoir 10:00am - 10:50am Integrated Reporting

as a Foundation for Effective EPMVan Gogh 1

Report Writing in BPC 10 – Understanding Axes

Degas 1

EPM10 Reports - Optimizing Usability &

PerformanceVan Gogh 2

11:00am - 11:50am The Co-operators: A BPC JourneyVan Gogh 1

Column5’s Methodology and Approach to Organizational

Change ManagementDegas 1

Upgrading 7.5 to 10/10.1 NW to NW, Migrating MS

to NWVan Gogh 2

11:50am - 1:00pm LunchRenoir

1:00pm - 1:50pm 20 Years of the Virtual Close? Why Does Speed of Reporting Matter and

Who CaresVan Gogh 1

Consolidation Business RulesDegas 1

Upgrade 7.5 to 10/10.1 MS to MS

Van Gogh 2

2:00pm - 2:50pm Big Data / Predictive Analytics

Van Gogh 1

Tricks in BPC 10 Microsoft – Understanding Properties and

HierarchiesDegas 1

Performance Tuning HANA 10.0/10.1

Van Gogh 2

3:00pm - 3:50pm Making the Best of EPMVan Gogh 1

Tips & Tricks in BPC 10 Microsoft – Leveraging the

Web Client in Business Process Flows

Degas 1

Reducing Cost of OwnershipVan Gogh 2

4:00pm - 4:50pm Latest Features of BPCVan Gogh 1

Architecture, Integration and Data Flow between ECC and

BPCDegas 1

Cloud for Planning Technical Architecture

Van Gogh 2

5:30pm - 7:30pm EPM Leadership Summit Networking Reception - Hyde

AGENDA


5


Join us for the EPM Leadership Summit Wednesday, February 255:30pm - 7:30pm

NETWORKING RECEPTION !

AGENDA


On Wednesday evening, connect with Column5 and other Summit attendees at the Bellagio Hyde from 5:30 to 7:30 PM for networking, cocktails, and hors d’oeuvres. The Hyde offers a beautiful view of the Bellagio Fountains, unforgettable style, and a unique environment.

You can look forward to:

■ Live music from acclaimed Latin guitarist Rich Barry

■ Specialty cocktails inspired by Column5

■ A gorgeous view of the Bellagio Fountains at sunset

■ A wide variety of hors d’oeuvres and desserts

■ And a chance to mingle with EPM Leadership Summit attendees, Column5 experts, and SAP employees!

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Thursday, February 26, 2015

8:00am - 9:00am Breakfast Renoir

9:00am - 9:50am Case Studies of Excellence in the Close

ProcessVan Gogh 1

Report Writing in BPC 10 – FormattingDegas 1

How Fluidmaster is Using BPC Microsoft for Global

Planning, Forecasting, and Reporting

Van Gogh 210:00am - 10:50am Strategic Considerations

of BPC v10.1Van Gogh 1

Bottom Up and Top Down Degas 1

Cloud Deployment Options for BPC

Van Gogh 211:00am - 11:50am How CKE Restaurants

is Using BPC Microsoft v10 for Planning,

Forecasting,& Financial and Sales Reporting

Van Gogh 1

Design and Impact Considerations for Migrating

From 10.0 to 10.1Degas 1

Recommended Information Sources

Van Gogh 2

11:50am - 1:00pm LunchRenoir

1:00pm - 1:50pm EPM Cloud OptionsVan Gogh 1

Tips & Tricks in BPC 10 NetWeaver – Leveraging

the Web Client in Business Process Flows

Degas 1

BPC Production Roundtable Q&A MS

Van Gogh 2

2:00pm - 2:50pm EPM Value - The Right Audience

Van Gogh 1

Enterprise-Wide Reporting & Analysis with the Combination

of SAP Business Planning and Consolidation and SAP’s

Business Intelligence SolutionsDegas 1

How ServiceNow is Using BPC10 NetWeaver and HANA for Planning and

ReportingVan Gogh 2

3:00pm - 3:50pm EPM, Mobility & BI Integration Strategy

Van Gogh 1

Common Project Challenges and Design Pitfalls

Degas 1

Disaster Recovery Configuration Tips for BPC

MS & NWVan Gogh 2

4:00pm - 4:50pm How to Achieve “Above Average” EPM Results

Van Gogh 1

Plan and Forecast Better with SAP Predictive Analytics

Degas 1

Configuring a High Availability/High Scalability

Environment MS & NWVan Gogh 2

Executive Track

Functional Track

Technical Track

Customer Success StoryAGENDA


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Executive Track

Functional Track

Technical Track

Customer Success Story

Friday, February 27, 2015


9:00am - 9:50am Build a Business Case for EPM

Van Gogh 1

Darwin EPM IntroductionDegas 1

Rapid Implementation MethodologyVan Gogh 2

10:00am - 10:50am Selecting a Service Provider to Fit Your Culture

Van Gogh 1

Barnes Group - Implementation and Expansion of BPC

Degas 1

Integrating BPC with Business Intelligence

Van Gogh 2

11:00am - 11:50pm EPM Process Improvement Roundtable

Van Gogh 1

DarCEDegas 1

Technical Administrator Training Recommendations

Van Gogh 212:00pm - 1:00pm Lunch

Renoir

SUMMIT CLOSES

AGENDA


Visit elearning.column5.com and register for one of the course bundles listed below. Enter the coupon code BCARD1-J614 to save 20% off the regular price!*

v10 Application Administration MS v10 Application Administration NW v10 Reporting v7.x Application Administration MS v7.x Application Administration NW v7.x Reporting

SAP Planning & Consolidation (BPC)

*Offer valid for bundles listed above only until 6.30.15. Additional terms and conditions may apply.

20% off!Take

On-Demand eLearning

EXCLUSIVE OFFER!

8


http://www.column5.com/the-edge/webcasts

Title: Performance Tuning - BPC NWDescription: Starting with strategies to troubleshoot report/input schedule performance in a NetWeaver environment, this session will demonstrate a methodical approach to demystifying how performance can be improved. Server and client logging options will be utilized to discover what is causing underlying performance problems, so factual explanations for performance challenges can be identified. Attendees will leave this course with understanding of the different areas of the client server application that can affect performance of reports including: query creation, send/retrieve performance and formatting and what server/client changes can be made to positively affect performance. Presenter(s): Charles DagaevDate/Time: Tuesday, February 24, 9:00am - 5:00pmRoom: Van Gogh 2

Title: EPM v10 ReportingDescription: Topics include: considerations for input forms, including context options, selection and hidden areas, and password protection. We will also be working with basic, intermediate and advanced EPM functions in the EPM Add-In. Presenter(s): Jennifer HarlanDate/Time: Tuesday, February 24, 9:00am - 5:00pmRoom: Van Gogh 1

Title: BPC LogicDescription: Performance for BPC solutions often hinges on an ability to run vital business rules efficiently. Similarly, cost of ownership can skyrocket when internal teams cannot manage these critical calculations without calling in an external consulting team. Given the role logic plays as a linchpin in the success of EPM projects, you might think training on this all important topic would be easy to come by. Not so. This is the only place you can find training focused on logic by the team that knows it best. Presenter(s): Mike SullivanDate/Time: Tuesday, February 24, 9:00am - 5:00pmRoom: Degas 1

PRE-SUMMIT: Mastering EPM Workshops


AGENDASESSION DESCRIPTIONS

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Title: Integrated Reporting as a Foundation for Effective EPMDescription: We will explore how organisations are integrating the reporting of actual results across the time and functional dimensions of the business to create a solid foundation for effective performance management. Moving beyond traditional financial data and into key driver reporting and embracing customer and product key performance indicators, as well as profitability measures, integrated reporting takes organisations into new and more agile levels of reporting, analysis, and predictive capability. How do organisations move to this level of excellence in performance reporting and how do they exploit latest generation ERP and EPM solutions to provide a robust platform to support such fast and effective integrated reporting?Presenter(s): David JonesDate/Time: Wednesday, February 25, 10:00am - 10:50amRoom: Van Gogh 1

Title: 20 Years of the Virtual Close...Why Does Speed of Reporting Matter and Who Cares?Description: For the last 10 years we have been conducting unique research on the speed of external reporting and audit sign off for the world’s largest companies. We look at the key trends in this research and the impact of events such as the introduction of Sarbanes-Oxley and the global financial crisis. Nearly 20 years since the champions of virtual close, such as IBM, Cisco, and Alcoa set out their stall for a world of highly automated and real time actual results reporting, we look at whether the principle of virtual close has taken hold, and if not, why organisations are holding back. As we identify those who have consistently reached the upper quartile of the speed of close metric, we also look at the common characteristics of those organisations from a systems, process and organisational standpoint. What are the 10 most common characteristics of those organisations and how can we use these as learning points for process improvement in our own organisations. What are the common benefits that such organisations declare in focusing on a fast close? Do those benefits really justify the investment necessary?Presenter(s): David JonesDate/Time: Wednesday, February 25, 1:00pm - 1:50pmRoom: Van Gogh 1

Title: Big Data / Predictive AnalyticsDescription: “Big Data” is one of those buzzwords you can see on billboards, in the airport, on TV, and all over the internet. You see it everywhere, but what is it? What relevance does it have for EPM? Discuss several use cases for “Big Data” appliances in the EPM world. Another buzzed about solution is “Predictive Analytics”. Learn whether predictive solutions can increase value in your enterprise.Presenter(s): David Den Boer, Ty JessupDate/Time: Wednesday, February 25, 2:00pm - 2:50pmRoom: Van Gogh 1

EXECUTIVE Track








EXECUTIVE TrackEXECUTIVE Track

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Title: Making the Best of EPMDescription: What are the real opportunities in developing and delivering EPM for an organization? What are the benefits to be gained and the challenges that driving an EPM strategy brings? This presentation examines the strategic importance of EPM and how organizations can develop a realistic and value-based approach to this area. Included is an unraveling of the technology hype surrounding Business Intelligence, to examine the real drivers of performance management.Presenter(s): David JonesDate/Time: Wednesday, February 25, 3:00pm - 3:50pmRoom: Van Gogh 1

Title: Latest Features of BPC Description: In this session, we will review the latest features available in BPC. This session will provide an overview of the new features available in both platforms of BPC as well as deeper dives into features. In this session we will provide an overview of the new features of BPC 10.1 and take an in-depth look at the new unified/embedded planning capabilities.Presenter(s): Rick Bryant, Ty Jessup, Pras Chatterjee (SAP)Date/Time: Wednesday, February 25, 4:00pm - 4:50pmRoom: Van Gogh 1

Title: Case Studies of Excellence in the Close ProcessDescription: Learn how selected organisations tackled key pressure points in the close such as inter-company reconciliations, data sourcing and integration, ledger close management, ledger balance reconciliations, automation of equity eliminations and process management. We also review the business case made for change across these case studies and what the actual outcome was in terms of success and value delivered. In particular, we focus on our unique methods and how they have been used by some of these organisations to drive significant improvement in close processes and systems. We also look at the full toolset available now in the SAP EPM financial close toolkit and highlight how these tools are making a difference to the efficiency and effectiveness of the close process. Finally, we consider what the next steps on the close process improvement roadmap will be for those organisations who are already good, but want to further improve.Presenter(s): David JonesDate/Time: Thursday, February 26, 9:00am - 9:50amRoom: Van Gogh 1

Title: Strategic Considerations of BPC v10.1Description: BPC v10.1 includes new features that can increase the value received by organizations adopting the latest versions. When considering an upgrade, learn why you should consider changing your processes to leverage new features for both planning and consolidation solutions. Presenter(s): Rick BryantDate/Time: Thursday, February 26, 10:00am - 10:50amRoom: Van Gogh 1





EXECUTIVE Track

11




EXECUTIVE Track


AGENDAAGENDA


Title: EPM Cloud OptionsDescription: Cloud may be featured prominently in your IT strategy. If that’s the case, then EPM may be an important solution to deploy in the cloud. There are many considerations; this will review the benefits of BPC in the cloud, and SAP’s new Cloud for Planning solution. Identify options and receive guidance on how to build a business case to champion cloud deployment.Presenter(s): Rick Bryant, Kirk Anderson (SAP)Date/Time: Thursday, February 26, 1:00pm - 1:50pmRoom: Van Gogh 1

Title: EPM Value - The Right Audience Description: Building on the discussion from the ESN Session (EPM Value - The Right Model), our thought leaders discuss how identifying and deploying to the right audience can boost value delivered from your EPM solution. Analysts & power users only? Directors and above? Every decision maker? Choose the right audience and reach them with the right user experience (mobility, BI, Excel, etc) for best results in your organization. Presenter(s): David Den BoerDate/Time: Thursday, February 26, 2:00pm - 2:50pmRoom: Van Gogh 1

Title: EPM, Mobility & BI Integration Strategy Description: This session provides an executive persepctive on how EPM, mobility, and business intelligence technologies should be integrated to deliver maximum impact in your organization. Presenter(s): Pras Chatterjee (SAP)Date/Time: Thursday, February 26, 3:00pm - 3:50pmRoom: Van Gogh 1

Title: How to Achieve “Above Average” EPM Results Description: Everyone wants to be “above average”, right? With your BPC deployment, now you can! Discuss a scientific and measurable approach to excelling in EPM. Our expert discloses the research we have done into what it takes to achieve exceptional results from your investment. Explore process changes, cost of ownership, and user satisfaction tips to achieve sustainable results. Presenter(s): Rick BryantDate/Time: Thursday, February 26, 4:00pm - 4:50pmRoom: Van Gogh 1

12




EXECUTIVE Track

Title: Build a Business Case for EPM Description: Chances are when you purchased an EPM solution like BPC, the business case you leveraged was based on ‘“time saved”, making your finance operation more automated and efficient. Did you know this value is only the beginning of dividends you can realize from BPC? Additional sources of value are discussed, and sample business models are provided to ensure you are not leaving “money on the table” with your BPC deployment. Presenter(s): David Den BoerDate/Time: Friday, February 27, 9:00am - 9:50amRoom: Van Gogh 1

Title: Selecting a Service Provider to Fit Your CultureDescription: There’s a cliché in technology projects - success from the project is dependent on three components: the customer (expectations, internal team, resources made available), the technology (strengths/weaknesses), and the partner. We will discuss in great detail how to get more out of the technology, best practices for identifying proper scope, and how to build an internal team to get the best results. The final piece of the puzzle is how to identify the best partner to bring it all together and unlock the value in your organization.Presenter(s): Steve Sussman, Jami GiovanniniDate/Time: Friday, February 27, 10:00am - 10:50amRoom: Van Gogh 1


AGENDAAGENDA


Visit http://info.column5.com/bpc-benchmarking-survey

Participate in our

BPC RESEARCH STUDY!PARTICIPATE NOW!

■ Research studies and surveys focused on Enterprise Performance Management

■ Two studies currently underway:- BPC Usage- BPC Performance

Attend How to Achieve “Above Average” EPM Results Thursday at 4:00pm to learn the latest results from our 2014 study!

13




Title: Report Writing in BPC 10 – Understanding AxesDescription: Understanding the page, row, and column axes in relation to the EPM context in the creation of multi-dimensional reports.Presenter(s): Jennifer HarlanDate/Time: Wednesday, February 25, 10:00am - 10:50amRoom: Degas 1

Title: Column5’s Methodology and Approach to Organizational Change ManagementDescription: Is the Organizational Change Management Approach for SAP Projects just a “snappier” title referring to people? Project teams and stakeholders frequently ignore the people side of change focusing on the technical aspects of the solution. Too often, technical success is equated to project success. Successful projects are more about people and processes, and ultimately, the overall adoption of the technical solution. During this session, we will define organizational change management, discuss the value proposition and show you how you can easily incorporate change management into the overall project implementation methodology. Presenter(s): Connie FolkDate/Time: Wednesday, February 25, 11:00am - 11:50amRoom: Degas 1

Title: Consolidation Business RulesDescription: Introduction to using BPC Business Rules to perform legal and management consolidations. Learn the advantages of using Business Rules to perform a variety of common accounting functions including rolling net income to the balance sheet, rolling forward equity and retained earnings from prior years, performing full legal consolidations using various consolidation methods, and more. Discuss the required applications, dimensions, dimension properties, data manager packages, script logic, and rules tables to employ this powerful functionality.Presenter(s): Mike SullivanDate/Time: Wednesday, February 25, 1:00pm - 1:50pmRoom: Degas 1

Title: Tricks in BPC 10 Microsoft – Understanding Properties and HierarchiesDescription: Dimensional and reporting considerations with regard to creating and utilizing properties and hierarchies in BPC 10 Microsoft.Presenter(s): Jennifer HarlanDate/Time: Wednesday, February 25, 2:00pm - 2:50pmRoom: Degas 1

FUNCTIONAL Track - Wednesday, February 25


AGENDAAGENDA


14




FUNCTIONAL Track


AGENDAAGENDA

Title: Tips & Tricks in BPC 10 Microsoft – Leveraging the Web Client in Business Process FlowsDescription: Utilizing web client reports and input forms in conjunction with business process flows in BPC 10 Microsoft.Presenter(s): Jennifer HarlanDate/Time: Wednesday, February 25, 3:00pm - 3:50pmRoom: Degas 1

Title: Architecture, Integration and Data Flow between ECC and BPC Description: In this presentation, we will talk about the architecture of ECC and BPC, showing integration between ECC and BPC versions 10.0 and 10.1. We will also explore data flow from ERP into BPC and the differences in BPC 10.0 and BPC 10.1, during data import.Presenter(s): Vishal GoradiaDate/Time: Wednesday, February 25, 4:00pm - 4:50pmRoom: Degas 1

Title: Report Writing in BPC 10 – FormattingDescription: Formatting options in the EPM Add-In, including the format sheet, sheet options, and report options.Presenter(s): Jennifer HarlanDate/Time: Thursday, February 26, 9:00am - 9:50amRoom: Degas 1

Title: Bottom Up and Top Down Description: Discover the power of using allocation functionality for both driver-based planning calculations as well as high-powered allocations. Presenter(s): Mike SullivanDate/Time: Thursday, February 26, 10:00am - 10:50amRoom: Degas 1

Title: Design and Impact Considerations for Migrating From 10.0 to 10.1Description: With the release of SAP BPC 10.1, choosing which is the right model for your organization is an important decision. In this session we will provide insight into design considerations when choosing between the Standard and Embedded models, and how those decisions will impact the use of BPC throughout the organization.Presenter(s): David Den BoerDate/Time: Thursday, February 26, 11:00am - 11:50amRoom: Degas 1


15




FUNCTIONAL Track



AGENDAAGENDA

Title: Tips & Tricks in BPC 10 NetWeaver – Leveraging the Web Client in Business Process FlowsDescription: Utilizing web client reports and input forms in conjunction with business process flows in BPC 10 NetWeaver.Presenter(s): Jennifer HarlanDate/Time: Thursday, February 26, 1:00pm - 1:50pmRoom: Degas 1

Title: Enterprise-Wide Reporting & Analysis with the Combination of SAP Business Planning and Consolidation and SAP’s Business Intelligence Solutions Description: Learn about strategies to utilize both BPC advanced reporting along with SAP Business Intelligence – focused on Lumira and Predictive Analysis. There are a variety of different users within organizations that have different reporting needs and different ways that they need to consume information. This session will focus on meeting the reporting needs of multiple diverse individuals/groups from a reporting perspective and allowing them to gain insight into their data.Presenter(s): Ty JessupDate/Time: Thursday, February 26, 2:00pm - 2:50pmRoom: Degas 1

Title: Common Project Challenges and Design Pitfalls Description: We will share business and design related project challenges, as well as common design pitfalls and best practice approaches. Presenter(s): Mike SullivanDate/Time: Thursday, February 26, 3:00pm - 3:50pmRoom: Degas 1

Title: Plan and Forecast Better with SAP Predictive Analytics Description: This session will explore SAP’s Predictive Analytics and will demonstrate techniques that can be used to improve your Planning and Forecasting processes. Predictive Analytics can help uncover trends and patterns and anticipate business changes. These solutions can be combined with the SAP HANA platform and the SAP Business Intelligence platform to help drive better business outcomes.Presenter(s): Ty JessupDate/Time: Thursday, February 26, 4:00pm - 4:50pmRoom: Degas 1

16




FUNCTIONAL Track


Title: Darwin EPM Introduction Description: CFOs want high value results with low predictable costs. And they want it now! Is that too much to ask? Maybe not with Darwin EPM built on SAP BPC. Understand the broader strategy to leveraging off the shelf modules built with best practices. Experience the next evolution in EPM...Darwin EPM!Presenter(s): Frank RuffDate/Time: Friday, February 27, 9:00am - 9:50amRoom: Degas 1

Title: Rapid Implementation MethodologyDescription: There are a plethora of implementation methodologies you might consider for your next project. Selecting the right implementation methodology is driven by a variety of factors. In this session, we will share our proven Rapid Implementation Methodology for organizations that would benefit from a highly structured approach using accelerated starter kits and have the ability to dedicate staff and time to move the project from startup to Go Live in an accelerated timeline.Presenter(s): Connie FolkDate/Time: Friday, February 27, 9:00am - 9:50amRoom: Van Gogh 2

Title: DarCE Description: For those who attended the Darwin EPM Intro, they were exposed to DarCE, Darwin’s powerful calculation engine. Darwin EPM’s technical architect reviews several real world cases where calculation performance was increased by 50% or more!Presenter(s): Frank RuffDate/Time: Friday, February 27, 11:00am - 11:50amRoom: Degas 1


AGENDAAGENDA

*Offer valid for bundles listed above only until 6.30.15. Additional terms and conditions may apply.

EXCLUSIVE OFFER!

17

With purchase of Support Plans (minimum 5 hours/month or 15 hours/quarter).

FREE HEALTH CHECK!Up to 4 HOURS of a Tech Services scan of your system!




http://www.column5.com/the-edge/webcasts

Title: EPM10 Reports - Optimizing Usability & PerformanceDescription: Join this tip-filled session where we will explore the best ways to create EPM10 Reports and Input Forms. We will examine the structure, features, and settings that will enhance the user experience. This will include tips to improve format, functionality, and performance. Also, we will examine a few common challenges that may be encountered, and how to meet the users’ needs in these cases.Presenter(s): Frank RuffDate/Time: Wednesday, February 25, 10:00am - 10:50amRoom: Van Gogh 2

Title: Upgrading 7.5 to 10/10.1 NW to NW, Migrating MS to NW Description: Though the products appear very similar, there are changes on the client side, and the server side technology stack has changed significantly. We will discuss moving from 7.5 to 10 on NetWeaver and moving from Microsoft 7.5 to NetWeaver 10 / 10.1. This sessions discusses effective strategies so you can prepare for the upgrade or migration with the full knowledge of all you need for success.Presenter(s): Charles DagaevDate/Time: Wednesday, February 25, 11:00am - 11:50amRoom: Van Gogh 2

Title: Upgrade 7.5 to 10/10.1 MS to MS Description: This session discusses what technical considerations you need to be aware of when moving up from BPC v7 MS family to v10 MS. The Technology Stack has changed significantly in what is needed and support on both the client and server. This sessions discusses effective strategies so you can prepare for the upgrade or migration with the full knowledge of all you need for success.Presenter(s): Charles DagaevDate/Time: Wednesday, February 25, 1:00pm - 1:50pmRoom: Van Gogh 2

Title: Performance Tuning HANA 10.0/10.1Description: HANA is the most powerful data platform available in the SAP portfolio, however, simply purchasing HANA does not guarantee the huge gains in performance that SAP highlights. Learn the scenarios where HANA can make a world of difference, and how it must be configured to ensure success. Presenter(s): Charles DagaevDate/Time: Wednesday, February 25, 2:00pm - 2:50pmRoom: Van Gogh 2

Title: Reducing Cost of Ownership Description: When deployed properly, BPC can have a low cost of ownership profile. Talk with an expert

TECHNICAL Track


AGENDAAGENDA


18




TECHNICAL Track

at making client environments successful to determine how you can get the right people, technology, and processes in place to establish an internal capability to become independent, and deliver the best results. The focus is to achieve the most sustainable results at the lowest cost. Presenter(s): Rick Bryant, Mike SullivanDate/Time: Wednesday, February 25, 3:00pm - 3:50pmRoom: Van Gogh 2

Title: Cloud for Planning Technical Architecture Description: Cloud for Planning is SAP’s latest addition to the EPM portfolio. Listen to an expert discuss how the solution was architected to deliver the latest capabilities to clients. Presenter(s): Kirk Anderson (SAP)Date/Time: Wednesday, February 25, 4:00pm - 4:50pmRoom: Van Gogh 2

Title: Cloud Deployment Options for BPCDescription: BPC is well known as SAP’s flagship EPM solution deployed most commonly on premise. Did you know that BPC can also be deployed as a cloud solution? Column5 experts walk you through several options and a comparative cost model for you to evaluate whether this deployment option makes sense for your organization. Presenter(s): Charles DagaevDate/Time: Thursday, February 26, 10:00am -10:50amRoom: Van Gogh 2

Title: Recommended Information SourcesDescription: Supporting BPC can be a challenging task. Get tips from our experts on where they go to get the most reliable information on BPC and dependent technology. Presenter(s): Rick BryantDate/Time: Thursday, February 26, 11:00am - 11:50amRoom: Van Gogh 2

Title: BPC Production Roundtable Q&ADescription: SAP BPC is a powerful and flexible solution, but there can be pitfalls when certain features are used in the wrong proportions. Attend this moderated session to air your challenges, share your solutions, and come away with answers to your nagging questions.Presenter(s): Charles Dagaev, Mike Sullivan, Frank Ruff, Pras ChatterjeeDate/Time: Thursday, February 26, 1:00pm - 1:50pmRoom: Van Gogh 2


AGENDAAGENDA


TECHNICAL Track

19




Title: Disaster Recovery Configuration Tips for BPC for Microsoft & NetWeaver Description: Our expert shares tips to ensure your BPC solution is safeguarded in the event of failures in your environment.Presenter(s): Charles DagaevDate/Time: Thursday, February 26, 3:00pm - 3:50pmRoom: Van Gogh 2

Title: Configuring a High Availability/High Scalability Environment for Microsoft & NetWeaver Description: BPC is a mission critical application, and enterprises are making unprecedented investments to make BPC highly available and highly scalable. If this is important to your organization, learn tips from our expert on how to make this a reality. Presenter(s): Charles DagaevDate/Time: Thursday, February 26, 4:00pm - 4:50pmRoom: Van Gogh 2

Title: Integrating BPC with Business IntelligenceDescription: BPC & Business Objects are commonly implemented together. Learn about security, performance, functional, and process considerations to make the most of this integration. Presenter(s): Charles DagaevDate/Time: Friday, February 27, 10:00am - 10:50amRoom: Van Gogh 2

Title: Technical Administrator Training RecommendationsDescription: A critical component to success for any solution is assigning the right people to the internal team. For best results in terms of performance, stability, customer satisfaction, and cost of ownership, hiring the right individual(s) is of paramount importance. Our expert reveals what the ideal candidates look like, and the training you can invest in to increase the capabilities of the staff you do have. Presenter(s): Charles DagaevDate/Time: Friday, February 27, 11:00am - 11:50amRoom: Van Gogh 2



AGENDAAGENDA

TECHNICAL Track

20




CUSTOMER SUCCESS STORIES



AGENDAAGENDA

Title: The Co-operators: A BPC JourneyDescription: Hear from The Co-operators, a Canadian insurance company, on their usage and development of the BPC environment. Jennifer Grimes, Finance Business Systems Consultant, will discuss how they re-implemented the system, upgraded to 7.5 MS, and rebuilt their applications. This resulted in decreased manual workarounds and made the system more flexible and stable. They will explain their successes, and future projects that are planned with Column5.Presenter(s): Jennifer Grimes, The Co-operatorsDate/Time: Wednesday, February 25, 11:00am - 11:50amRoom: Van Gogh 1

Title: How Fluidmaster is Using BPC Microsoft for Global Planning, Forecasting, and ReportingDescription: For more than 50 years, Fluidmaster has been at the forefront of the toilet care market by providing innovative yet easy-to-use products that are of the highest quality, and is the #1 selling brand of toilet repair products in the world. During this session, learn how Fluidmaster is using BPC Microsoft to automate their global planning, forecasting, and reporting requirements. Hear from David Wright, Director, Financial Planning & Analysis, about their plans to upgrade to version 10.1 Microsoft and deliver tighter integration with their recent rollout of JD Edwards ERP.Presenter(s): David Wright, FluidmasterDate/Time: Thursday, February 26, 9:00am - 9:50amRoom: Van Gogh 2

Title: How CKE Restaurants is Using BPC Microsoft v 10 for Planning, Forecasting, & Financial and Sales ReportingDescription: CKE is a leading fast-food operator with about 3,500 eateries across the country, including Carl’s Jr. and Hardee’s Food Systems. During this session, learn how CKE is using SAP BPC Microsoft to streamline their planning, forecasting, and reporting requirements, including daily sales reporting across each of their stores. Hear from Robert Yam, Finance Manager, about CKE’s recent upgrade to version 10 Microsoft and migration of financial reporting from PeopleSoft. Presenter(s): Robert Yam, CKE RestaurantsDate/Time: Thursday, February 26, 11:00am - 11:50amRoom: Van Gogh 1

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CUSTOMER SUCCESS STORIES



AGENDAAGENDA

Title: How ServiceNow is Using BPC10 NetWeaver and HANA for Planning and ReportingDescription: ServiceNow is changing the way people work. With a service-orientation toward the activities, tasks and processes that make up day-to-day work life, we help the modern enterprise transform the delivery and management of services. ServiceNow provides service management for every department in the enterprise including IT, human resources, facilities, field service and more. During this session, learn how ServiceNow is leveraging the SAP BPC version 10.1 solution for NetWeaver and HANA to help automate their planning and reporting processes. John To, Finance Systems Manager, will explain the benefits of their implementation and future plans for improvements.Presenter(s): John To, ServiceNowDate/Time: Thursday, February 26, 2:00pm - 2:50pmRoom: Van Gogh 2

Title: Barnes Group - Implementation and Expansion of BPCDescription: Barnes Group, an international industrial and aerospace manufacturer and services provider, shares their BPC journey from implementation forward. Terri Adams, Financial Systems Manager, and Tia Ly, Financial Systems Analyst, will explain Barnes Group’s usage of BPC, as they lead 160 users on v10 Microsoft. Hear about how they selected BPC, implementation highlights, and opportunities for the future. Presenter(s): Jennifer Grimes, The Co-operatorsDate/Time: Friday, February 27, 10:00am - 10:50amRoom: Degas 1

Title: EPM Process Improvement RoundtableDescription: Hear from a discussion panel on process improvements made through creative application of BPC. Moderated by the Column5 team, learn how customers have used the BPC platform to create tangible value for their organizations.Presenter(s): Customers & Column5 ModeratorsDate/Time: Friday, February 27, 11:00am - 11:50amRoom: Van Gogh 1

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COLUMN5

David Den Boer, CEO

David Den Boer founded Column5 Consulting in 2005. A dedicated professional services practitioner and entrepreneur, he has applied his significant technical delivery experience and broad experience providing solutions across a wide variety of industries — and raising the standards for what success means within EPM. As a founding principal with the launch of Column5, David sought to extend the focus of EPM beyond just implementing technology, assembling a team of business process visionaries and senior product talent with unmatched ability to deliver world-class EPM solutions. Under David´s leadership, Column5 has evolved beyond its reputation for technically superior solutions to be an influential global provider of high-value EPM solutions. The effectiveness of these solutions on behalf of Column5 clients has been validated by double-digit growth each year since inception. His prior experience includes consulting experience as Director of Services at OutlookSoft from 2000 to 2005.

David can be contacted at: +1.800.360.7839 x706 or [email protected].

Mike Sullivan, Vice President - Delivery

Mike is a seasoned professional with over 19 years combined experience in requirements gathering, needs analysis, EPM solution design, EPM solution delivery, and knowledge transfer related to EPM and Business Intelligence Applications. As VP of Planning and Consolidation, he oversees Column5’s Regional Delivery Managers. Mike was a former Services Director with OutlookSoft, where he worked from 2000 to 2006. The hallmark of Mike’s skill set is the combination of strong business acumen and deep technical skills which enable the translation of business requirements into system design and innovative solutions. Mike also has a long-standing history of successful implementations and satisfied customers across multiple industries using multiple products – over 100 with SAP BPC alone. Mike is a CPA with a strong background in Accounting and specializes in Consolidations and Driver Based Planning.

Mike can be contacted at: +1.630.637.0506 or [email protected].


SPEAKER BIOS

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COLUMN5


SPEAKER BIOS

Steve Sussman, Vice President - Sales & MarketingSteve Sussman oversees Column5´s global sales, business development and marketing initiatives. He has over 20 years of experience in the EPM industry, including time with Hyperion and OutlookSoft/SAP in sales and marketing roles. Steve delivers a wealth of experience through his educational, consultative approach. His ability to partner with executives from global organizations plays a vital role in helping transform their companies. Under Steve´s direction, Column5´s sales team focuses on educating clients to appreciate sources of value. In this way, Steve´s contributions reach beyond sales —he has helped many achieve personal advancement by driving business results from successful EPM initiatives.

Steve can be contacted at: +1.480.779.6933 or [email protected].

David Jones, Managing Director - UK & EMEA

David Jones has spent 27 years working in the EPM (Enterprise Performance Management) space. He is a Chartered Accountant and expert in financial management and EPM. He works with organisations to design and implement, high performance, agile and reliable performance management solutions. He has particular expertise in financial reporting and fast close, integrated planning and forecasting and EPM transformation business case development. David had a leadership role in PwC’s EPM practice for many years but joined Column5 to focus on delivering EPM transformation with SAP EPM. He has worked with multiple iconic clients in the UK, Europe and the Middle East across multiple sectors including pharmaceutical, natural resources, retail, manufacturing, consumer goods, automotive and financial services. He has worked with many of the European Close Cycle Ranking leaders to achieve sustained and effective fast close characteristics. He leads our global EPM research activities, including the EPMi Close Cycle Rankings and the EPMi Corporate Centre EPM process benchmark and writes regularly on the topic of best practice EPM.

David can be contacted at: +44 (0) 1223 96 88 55 or [email protected].

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COLUMN5


SPEAKER BIOS

Charles Dagaev, Global Director - Technical Services

Charles began his SAP BPC career with exposure to the software in 2001 with OutlookSoft, the original creator of the BPC, and worked at SAP until 2008 when he came over to Column5. He is certified as both an Application and Technical Consultant for the software, having performed over 1000 technical implementations of the BOBJ Analytics software products across every different business vertical worldwide over the past 13+ years. He currently runs the Global Technical Services group at Column5 with a team of SAP Analytics (EPM/EIM/BI/HANA/NW/BW/MS) resources, all of whom have been the Subject Matter Experts (SME) in the numerous areas of the aforementioned software including NetWeaver, HANA, and Microsoft technology stacks.

Charles can be contacted at: +1.800.360.7839 x751 or [email protected].

Ty Jessup, Director of Solutions

Ty has over 28 years of experience working with Enterprise Performance Management solutions as a customer and a consultant. For the past 12 years, Ty has focused his efforts primarily on BPC and SAP’s EPM Solutions, having worked for OutlookSoft and Column5. Ty has been at Column5 since 2006 and has contributed to the successful implementations of some of Column5’s largest customers. In his current role as the Director of Solutions, Ty leads a team that is focused on supporting sales by helping both new prospects and existing customers see the value and benefits of the combination of SAP’s EPM Solutions and Column5’s Consulting Expertise.

Ty can be contacted at: +1.800.360.7839 x707 or [email protected].

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COLUMN5


SPEAKER BIOS

Jennifer Harlan, Global Director of Training Solutions

Jennifer Harlan directs the EPM Academy, Column5’s formal training practice. She has 20 years of experience in the EPM industry, including 8 years at Hyperion and 4 years at OutlookSoft/SAP. Jennifer’s skillset combines innovative curriculum development and engaging training delivery, leveraging best-in-class tools to develop customer-centric and industry-specific EPM training for consumption via on site classroom, virtual classroom, and online independent eLearning. She has developed EPM training programs for all audiences and industries, as well as delivering over 400 dynamic live training sessions.

Jen can be contacted at: +1.800.360.7839 x768 or [email protected].

Rick Bryant, Senior Director - Center of Excellence

Rick has over 14 years of support, consulting and sales experience in the Analytics arena. Rick joined Column5 in June of 2012 to lead our Center of Excellence. The Center of Excellence acts as a trusted advisor to both customers and internal sales and delivery teams; engaging in customer insights, potential new client assessments and recommendation for performance improvement based on best practices.

Rick can be contacted at: +1.800.360.7839 x717 or [email protected].

Connie Folk, Global Director - Program Management Office

Connie Folk is the Global Director, Program Management Office (PMO) at Column5 Consulting. Connie has over twenty years’ experience leading EPM projects and transforming organizations through the use of quality practices, business process re-engineering and strategy execution. She has extensive experience in project management methodologies including SAP ASAP. She is a certified Lean Six Sigma Black Belt and a certified Organizational Change Management Professional.

Connie can be contacted at: +1.800.360.7839 x775 or [email protected].

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COLUMN5


SPEAKER BIOS

Frank Ruff, Senior Director - Product Development

Frank has been working in the Enterprise Performance Management (EPM) space for over 15 years. Over these years, he has always kept one foot on the technical side with the other firmly planted on the functional business user side. Throughout his time in the EPM sphere, Frank has designed and built systems for the largest of enterprises, delivering high quality, high performance, EPM solutions. Frank’s varied experience has made him well-versed in industries ranging from high tech, to manufacturing, to retail. Frank’s combination of strong business acumen and deep technical skills give him the unique ability to translate complex business requirements into innovative software solutions. Frank is now overseeing the Darwin initiative within Column5, where his vast experience is being incorporated into the exciting new products being offered by Darwin EPM.

Frank can be contacted at: +1.800.360.7839 x739 or [email protected].

Vishal Goradia, SAP Basis Consultant

Vishal has over 14 years of IT experience, of which 10 years are in SAP System Administration. He has worked on various SAP products including SAP ERP, SAP BW, SAP BPC, SAP Solution Manager, and more. He has also worked across multiple operating systems, such as Windows, IBM iSeries, Linux, HP-UX and IBM AIX, and Databases – SQL Oracle and DB2. Vishal has been a part of 15 BPC implementations and 9 ERP and BW upgrade projects. Basis activities include, installing Kernel and software patches, performance tuning, system monitoring, setting up traces, user creation, security design, system refreshes, client copies, production support, external access to the system, etc.

Vishal can be contacted at: +1.800.360.7839 x794 or [email protected].

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SAP


SPEAKER BIOS

Pras Chatterjee, SAP Director Product Marketing, Enterprise Performance Management (Planning)

Pras Chatterjee is a Director of Product Marketing for Enterprise Performance Management specializing in Planning solutions. Prior to joining Product Marketing, Pras was a Practice Manager for SAP Business Analytics Services in North America as a leader in the EPM practice. He has also served as a Solution Architect for SAP Business Planning and Consolidation version for the Microsoft platform and SAP NetWeaver focusing on Planning and Consolidations around the globe. Pras is a Certified Management Accountant and has worked with various software firms in the EPM space as well has had a career in Finance with various Fortune 500 organizations.

Pras can be contacted at: [email protected].

Kirk Anderson, Vice President, SAP EPM Go to Market

Kirk Anderson is a Vice President of EPM Go to Market. Currently his primary areas of responsibility are SAP Business Planning and Consolidation and SAP Cloud for Planning. Prior to joining EPM Go to Market/Solution Management, Kirk was a member of the SAP Platinum Consulting organization, focusing on Corporate Financial Reporting. Kirk is a Chartered Accountant and prior to joining SAP, worked in Public Accounting before joining the international audit department of Dart and Kraft Industries, where he worked extensively throughout Europe and the Asia/Pacific regions.

Kirk can be contacted at: [email protected].

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CUSTOMER SPEAKERS


SPEAKER BIOS

Jennifer Grimes, BPC Administrator

Jennifer Grimes CPA, CMA has worked at the Co-operators for 11 years. As a designated Accountant with a technical bend she very quickly developed her love of Finance Systems. Jennifer has been the BPC Administrator since the inception of BPC at the Co-operators. In 2013/2014 she successfully lead the Consolidation rebuild project and is currently leading the Coseco Premium and Claims project. Jennifer has over 6 years of experience working with BPC.

Jennifer can be contacted at: [email protected].

Robert Yam, Finance Manager, CKE Restaurants

Robert Yam is the Finance Manager at CKE Restaurants, overseeing their BPC projects. Robert has over ten years of experience in finance and financial planning roles. He has been with CKE for over five years, and previously held finance and financial planning positions at Pacific Sunwear and Forever 21.

Robert can be contacted at: [email protected].

David Wright, Director of Financial Planning & Analysis, Fluidmaster

David Wright is Director, Financial Planning & Analysis for Fluidmaster. Based in Orange County, CA, David has over fifteen years of experience in financial planning with an emphasis on budget process, profitability analysis, forecasting, sales reporting, and financial system implementations. David has been with Fluidmaster for almost seven years, and previously held finance positions at AkzoNobel, CB Richard Ellis, and Mattel.

David can be contacted at: [email protected]

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CUSTOMER SPEAKERS


SPEAKER BIOS

John To, BPC Finance Systems Manager, ServiceNow

John To is the Finance Systems Manager for ServiceNow. Based in Santa Clara, CA, John is a Financial Technologist. He is an intellectually curious and technologically adept leader with keen focus on data, efficiency, and process improvement. John’s specialties include: Accounting, Economics, Financial Forecasting, Logistics Management, Financial Data, Organizational Development, Visual Basic, Forecasting Process, and Financial Consolidation.

John can be contacted at: [email protected].

Terri Adams, Financial System Manager, Barnes Group

Terri Adams is the Financial Systems Manager with Barnes Group. With over 20 year of experience in accounting and financial systems, she has had exposure to many different software solutions. She has been involved with the implementation of Comshare FDC, SAP BPC, Sage Fixed Assets, JBA, and Concur T&E. Her BPC team supports about 160 users.

Terri can be contacted at: [email protected].

Tia Ly, Financial System Analyst, Barnes Group

Tia Ly works for Barnes Group as a Financial Systems Analyst. She has over 10 years of experience working with financial systems, and has implemented MPC powered by Infor, Comshare FD, SAP BPC. Tia is the resident expert in BPC and is a power user.

Tia can be contacted at: [email protected].

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NOTES

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NOTES

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Documents

Table of Contents - EPM SUMMIT · PDF fileUpgrading 7.5 to 10/10.1 NW to NW, Migrating MS to NW ... Performance Tuning HANA 10.0/10.1 Van Gogh 2 ... Implementation and Expansion of