Professional Documents
Culture Documents
Anna Vladi
LAZAR Consultants
© 2009 Wellesley Information Services. All rights reserved.
In This Session, We Will …
• Introduce the SAP BusinessObjects Planning and Consolidation
application
• Discuss Corporate Performance Management (CPM)
• Cover when it is an appropriate time strategically to migrate from
the integrated planning features of SAP NetWeaver® Business
Warehouse (SAP NetWeaver BW) to SAP BusinessObjects
Planning and Consolidation
• Compare side by side the planning and consolidation application
and the integration features of SAP NetWeaver BW
• Cover in depth functionality of the planning and consolidation
application
• Discuss the SAP Roadmap for SAP BusinessObjects Planning
and Consolidation
• Discuss the project scope and project plan
• Talk about involving the Steering Committee and what role it plays
in controlling the project scope
2
What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
3
What Is SAP BusinessObjects Planning and Consolidation?
• SAP BusinessObjects Planning and Consolidation is a robust
planning and consolidation application that can meet all of your
budgeting, planning, consolidation, and reporting requirements
Version for SAP NetWeaver
4
What Is SAP BusinessObjects Planning and
Consolidation? (cont.)
• Typically, SAP BusinessObjects Planning and Consolidation
covers six key areas:
Strategy Management (strategic planning, initiatives, etc.)
Budgeting/Planning
Financial Close/Consolidation
Forecasting
5
Benefits of SAP BusinessObjects Planning and
Consolidation
• Planning that is traditionally done once a year
• Many companies are moving to a rolling monthly/quarterly forecast
• Often begins by setting top-level targets and pushing down
• Top-down process typically followed by intensive bottom-up process at a fairly
low level of detail
Detailed revenue planning
• Allocations/corporate adjustments
Various overhead allocations
• Consolidation/reporting
Consolidations, eliminations, etc.
7
SAP Financial Closing Cockpit Integrated into SAP
BusinessObjects Planning and Consolidation
• Instead of using
a series of local
checklists, you
want to manage
the period-end
closing process
centrally
• In addition, you
want a central
reference point
for all the tasks
that must be
carried out
regularly in
your company
8
Financial Close/Consolidation
• Monthly/quarterly process
• Regulated by standards dependent on country (GAAP, IFRS, etc.)
• Disparate source systems (multiple G/Ls, DW, etc.)
• Inter-company matching often comes first
Declaring activity with inter-company partners
• Site submission
Data load from G/L (includes mapping into standard Chart of Accounts, etc.)
• Consolidation
Complex ownership and various consolidation methods
9
Forecasting
• Typically summary level of information
• Often includes extensive assumptions/driver-based models
• Most companies moving to a rolling 12-, 18-, or 24-month forecast
• Frequently included as part of quarterly guidance provided to analysts
• Profit and Loss (P&L)
Consolidated or divisional level of detail (not usually cost centers)
• Balance sheet
Derived from P&L using drivers/assumptions
• Cash flow
Derived from balance sheet and P&L using assumptions
Often the most important component of the forecast – Everything else done
in support of the cash flow
10
Performance Reporting
• Encompasses a wide variety of reporting needs
• Report books/packages
• Crosses business processes (forecast vs. actual)
• Extensive ad hoc requirements
• Dashboarding and scorecarding
• Where does SAP BusinessObjects Planning and Consolidation do well?
Ad hoc reporting
11
Areas of Consideration
• SAP BusinessObjects Planning and Consolidation provides:
User experience
12
What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
13
Let’s Compare …
SAP BusinessObjects Planning
Integrated Planning with and Consolidation 7.0, version for
SAP NetWeaver BW SAP NetWeaver
14
Architecture
Consolidation
Reporting
15
SAP BusinessObjects Planning and Consolidation User
Experience
• Unified
No integration between applications = Less costly
implementation
No integration = Less costly, less time consuming maintenance
Simple administration = Finance-owned, saving IT $$ and time 16
Integrated Planning with SAP NetWeaver BW User
Experience
17
SAP BusinessObjects Planning and Consolidation —
Training
19
The Solution
• Business process, application, data, Web services, and planning
all on the SAP NetWeaver platform
20
What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
21
Initiating a Budget Report
22
Budget Report in Microsoft Excel
23
Dashboards
Activities
Panel
Web Interface
24
Regulatory
27
What Is SAP BusinessObjects Planning and Consolidation
for Office?
• SAP BusinessObjects Planning and Consolidation for Office combines the power of
the application with the rich functionality of Microsoft Word, PowerPoint, and Excel
With SAP BusinessObjects Planning and Consolidation for
Office, the user has all the Microsoft functionality that everyone
is familiar with
Plus your worksheets, documents, and slide shows that are
linked directly to the application database that houses your
company’s reporting data
• SAP BusinessObjects Planning and Consolidation for Office allows users to collect
the data; build, and distribute reports; perform real-time analysis; and publish
reports in a variety of formats
Users can save reports disconnected from the database and
OTHER AVAILABLE
INTERFACES
take reports completely offline and distribute them according
to user access rights
28
Understanding SAP BusinessObjects Planning and
Consolidation for Microsoft Excel
29
Understanding the Toolbars
• Data Manager toolbar
• Journal toolbar
30
Creating Book Templates
• A book template is a pre-formatted worksheet used to create a book of reports
You can start with the empty worksheet or an existing book template, and modify it
to meet the needs of the information you want to publish
• A sample book template, called Performance.xls, is provided with the sample
application set, ApShell
Performance.xls contains a section called TOC, which provides an index of the
reports created by the Performance Reports section
The section called Performance Reports, by default, provides performance data for a
set of entities within a set time period
You can edit the fields in the performance.xls workbook to create a new book
template
31
Creating Book Templates (cont.)
32
Creating Book Templates (cont.)
33
Starting SAP BusinessObjects Planning and Consolidation
for Word
• You start the application for Word from the SAP BusinessObjects
Planning and Consolidation for Office launch page
• After starting the planning and consolidation application for Word,
you can start using it by making a selection from the action pane
You can also use the SAP BusinessObjects Planning and
Consolidation for Office toolbar to perform tasks
To start the application for Office, select SAP
BusinessObjects Planning and Consolidation for Word from
the SAP BusinessObjects Planning and Consolidation for
Office launch page
34
Starting SAP BusinessObjects Planning and Consolidation
for PowerPoint
• You start the application for PowerPoint from the SAP
BusinessObjects Planning and Consolidation for Office
launch page
• After starting the planning and consolidation application for
PowerPoint, you can start using it by making a selection from
the action pane
You can also use the SAP BusinessObjects Planning and
Consolidation for Office toolbar to perform tasks
35
SAP BusinessObjects Planning and Consolidation System
Reports
• SAP BusinessObjects Planning and Consolidation system reports
are predesigned Web reports that allow you to report on system
information and activity
• You can report on:
Activity audit information
Security
Comments
Work states
36
What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
37
Major Steps in Migration
• Evaluate your current environment
Business Planning and Simulation (SEM-BPS) for SAP BW 3.5
41
Best Practices (cont.)
• Create milestones and deliverables
• Used phased-out approach
• Consider the complexity of your planning models and functions
• Involve your business, because in the end this is going to be their
environment
• Have controls in place to curb scope
• Get support from project sponsors
• Communication is the key
42
Taking This Project into a Global Environment
• Create a template that will be rolled out later to other
sites/countries
• Consider converting all sites to Unicode environment
SAP NetWeaver 7.0 is Unicode by default
43
Do Not Forget!
• SAP BusinessObjects Planning and Consolidation has its own
security
• Even though you are leveraging SAP NetWeaver technology and
business intelligence (BI) cubes, there are business processes
that surround the data before you query on it
• Training, though minimal, still needs to happen
• SAP BusinessObjects Planning and Consolidation release 7.1
(currently in ramp-up) is code-driven
44
Lessons Learned
• Consider and confirm the technical aspects, such as:
SAP BW/SAP NetWeaver BW release
45
What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
46
Going Forward — Integrated Planning for
SAP NetWeaver BW
• Integrated planning for SAP NetWeaver BW will receive further
enhancements as a platform
A platform provides services such as locking, write-back, etc.
47
Going Forward — SAP BusinessObjects Planning and
Consolidation
• SAP BusinessObjects Planning and Consolidation version for
SAP NetWeaver
Already utilizes some of the features available in integrated
planning for SAP NetWeaver BW
For example, concurrency locking
There are no plans to use all features from integrated planning
for SAP NetWeaver BW – only those that are relevant for the
SAP BusinessObjects Planning and Consolidation version for
SAP NetWeaver
For example, no plans to introduce the services for
aggregation levels
Other planning applications from SAP may utilize similar or
different services from the integrated planning platform
For example, state and local government budgeting in
North America and merchandise assorted planning
48
Time Strategy
Support (application
IT or power user in biz dept. mainly by biz. dept
management)
Processing duration at
fine excellent
data input
49
What We’ll Cover …
• Understanding SAP BusinessObjects Planning and Consolidation
• Comparing SAP BusinessObjects Planning and Consolidation
vs. Integrated Planning
• Taking an in-depth look at the functions of SAP BusinessObjects
Planning and Consolidation
• Exploring SAP BusinessObjects Planning and Consolidation
for Office
• Evaluating key migration considerations
• Reviewing the SAP Roadmap
• Wrap-up
50
Where Does This Leave You?
• If you have already implemented integrated planning for SAP
NetWeaver BW:
Your investment is safe
51
Where Does This Leave You? (cont.)
• Integrated planning for SAP NetWeaver BW may be considered in
specific cases
State and local government budgeting in North America
52
Resources
• http://help.sap.com/content/bobj/sbu/docu_sbs_bpc_design.htm
SAP Help has information on all releases of SAP
BusinessObjects Planning and Consolidation
• http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49
A5B2E2BD32450CB2D1/frameset.htm
SAP BusinessObjects Planning and Consolidation Application
Help
SAP BusinessObjects Planning and Consolidation for Office
Help
SAP BusinessObjects Planning and Consolidation System
Reports Help
53
7 Key Points to Take Home
• If you are on SEM-BPS, do not move to integrated planning for
SAP NetWeaver BW; instead go to BPS on SAP NetWeaver BW 7.0
platform and then in phases go to SAP BusinessObjects Planning
and Consolidation
• SAP BusinessObjects Planning and Consolidation implementation
is much quicker in comparison to integrated planning for SAP
NetWeaver BW
• Do not simply utilize any planning and consolidation resource;
use an SAP BusinessObjects Planning and Consolidation
resource
• SAP BusinessObjects Planning and Consolidation utilizes
Microsoft
Not a Microsoft look and feel, but actual Microsoft products
54
7 Key Points to Take Home (cont.)
• SAP BusinessObjects Planning and Consolidation is much more
flexible than integrated planning for SAP NetWeaver BW
• SAP BusinessObjects Planning and Consolidation requires little
training
• SAP BusinessObjects Planning and Consolidation is the future of
planning and consolidation
55
Your Turn!
57