22 October 2015

Lars Johansen
Consultant Manager, EPM Planning & Consolidation

Best Practices SAP BPC

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2 01.07.2015 itelligence proposal to Sanistål

6  Employees (FTE): 2015: 295 (2014: 260)  Full service provider – Hosting. implementation. installation. itelligence nordic|Offices Kuala Lumpur Stockholm Oslo  itelligence Nordic  Turnover: 2014: MEUR 49. project management. go-live support. AMS  Business Analytics  Strong Nordic delivery focus  60+ dedicates consultants  Technologies Horsens Aarhus Copenhagen 3 10/22/2015 © itelligence .

Business Analytics  Planning and forecasting  Business Intelligence  Financial and operational  KPI’s and business insight solutions  Reporting and visualization  Paradigms and processes  IoT (driver-based planning. etc. XBRL and Disclosure  In-memory Management  Big data  Fast close processes  Architecture / landscapes  Migrations  Roadmaps  Governance 4 © itelligence .)  Data quality  Migrations  Mobility  Consolidation  BI strategy and roadmaps  Legal and management  Information Management consolidation  Data warehousing  IFRS.

itelligence Nordic – selected SAP BPC references .

What’s the latest news within SAP BPC and what can we expect going forward? © 2015 itelligence 10/22/2015 . Considerations to do before. during and after a SAP BPC implementation 2. 6 Agenda 1.

during and after implementation 10/22/2015 .Considerations © 2015 itelligence Before.

who can contribute to the project  Finance  IT (and basis)  Project manager  Project owner  Steering committee  Reference group  Remove or mitigate project constraints and ensure resource availability © 2015 itelligence  Ensure Management buy-in on the project 10/22/2015 . non-financial data  Planning vs. reporting  Strategic vs. 8 Before implementation  Think holistic when designing the model requirements  As-is processes vs. to-be processes  Financial vs. consolidation  Data collection vs. operational planning  Establish project organization and identify stakeholders  Identify the key persons in your organization.

Word. 9 Before implementation  Agree on responsibilities between IT and business IT responsibilities Business user responsibilities  Hardware  Hierarchies and structures  Security and authorization  Reports  Users  Excel. PowerPoint  Data and application structure  Create and monitor business processes  Database server  Application server  Integration  OLAP structure © 2015 itelligence Self-service financial reporting ensure all users can create information and insight when needed Wizard driven interface simplify the creation of content and administrative processes 10/22/2015 . Word. PowerPoint  Roles  Input schedules  Privileges  Excel.

including internal resources and roles required during implementation 10/22/2015 . 10 Before implementation  Assign super users before project start-up  Financial administrator  Super users  Educate financial administrator and super users as soon as possible  Make sure the core project team has enough knowledge of the project scope and tool used before project start-up  Ask for tool training. either by SAP or by the implementation partner  Identify project risks and mitigate actions  Typical project risks  Lack of management focus and decision readiness  Data quality – historical data  Resource availability / Threat of go-live deadline  Project scope creep  Technical issues  Evaluate and find implementation partner © 2015 itelligence  Ensure to find a partner with proven record within SAP BPC implementations  Ensure the partner has enough resources available – do not rely on a single person  Ensure the consultants used are experienced consultants and experienced SAP BPC consultants  Ask for estimate.

Intercompany. itelligence best practice method consist of 4 steps: Prepare. make sure you have the correct masterdata and hierarchies available for development © 2015 itelligence 10/22/2015 . for consolidation itelligence recommends to use “itelligence best practice” for consolidation. 11 During implementation  Consider using prototyping as implementation method  SAP BPC is a very flexible tool  Consider using prototyping as a method during the implementation  It is our experience that companies better adopt SAP BPC on their own structure and data  Prototyping is offering this possibility and this approach has been used with success on numerous projects  Make sure the consultant always conduct a unit test before handing over the elements to you for testing  Use implementation partner best practice models for acceleration of project  Implement solutions based on best practices obtained by SAP and gained through comprehensive project experience by your implementation partner  E.g. if within scope  To avoid rework. Collect and Consolidate  Establish integration to masterdata and hierarchies if as soon as possible.

During implementation  Participate active in the project  Make sure you participate in the implementation  It is of highest importance that project members gain a deep knowledge of the tools used in the process as well as an understanding of the implementation considerations made during the project  To ensure you implement a “customer solution” it is important you now and then have access to reference groups/end-users. These users will furthermore be trained in the solution as part of the participation  Knowledge transfer is key to ongoing success  Knowledge transfer and anchoring of the solution are key focus areas  Ensure high involvement thru out the implementation high involvement of the customer project members  Make it a mission to ensure that you are consultant independent when the implementation is finalized  Leverage as much as possible of all tasks yourselves with close guidance and quality assurance in combination with specific training activities by your implementation partner .

After implementation  User acceptance test  Do not accept the system before a full user acceptance test is conducted  Do not considered the system delivered before the user acceptance test has been conducted and approved within the agreed thresholds  Hand-over process  Ensuring a solid anchoring in the business is a key to successful implementations  Ensure the implementation partner hand-over the system and the documentation – and spend the time to do this  Train the end-users and provide them with hands-out (end-user guidelines)  Agree on go-live support from the implementation partner  Ensure access to the relevant internal key persons in the first critical go-live months  Agree on support level by implementation partner  Even the best projects require support after go-live  Make sure you have an agreement with your implementation partner that fits your need  Assign critical periods and ensure the relevant consultants are reachable .

After implementation  Evaluate solution  Evaluate the implemented solution.g. with your implementation partner. after the first process  Identify “room for improvement” and evaluate whether changes must be implemented . e.

News and what‘s next © 2015 itelligence what can we expect going forward? 10/22/2015 .

16 SAP | Solutions supporting planning BW IP Analytical SAP BPC 10.1 Embedded On HANA Data Information warehousing management ERP .1 Planning Applications Standard Business Intelligence EPM SAP BPC 10.

17 BPC | 10.1 .mobile interface .1 Standard  Stand alone EPM on any DB  Business Process Flow  Work status  Standard file upload functionality  Consolidation  BPC10.

1 Embedded  IP as the core for development  Key figure based  No Consolidation  BPC10. journals  Drill through  Admin authorization . 18 BPC | BPC 10.mobile interface  User interface  EPM (BPC)  BOBJ  Analysis for office  Design studio  Roadmap Embedded  Comments  Consolidation  Business rules.1 .

19 BPC | Roadmap  Roadmap (extract)  Consolidation in Embedded planning  Deeper integration between standard and embedded  Real-time data access  Extended capabilities in Design Studio and Analysis for Office  Improved collaboration between process flows. work status and comments  Change Distribution (break-back) method on web report  Short comment on web report  Excel Client : Continuous Improvement for Embedded Model  Full effect of SAP HANA  Customer specific Web UI extensions .

20 SAP Simple Finance | In a brief .

21 SAP Simple Finance | In a brief .

22 SAP Simple Finance | In a brief .

23 SAP Simple Finance | Impact on planning  Impact on forecasting  Better.g. faster and more reliant forecast  It’s now possible to do financial closing along with forecasting processes  Rolling forecast (“always open forecasts”) easily handled  Updated access to actual/plan variances  E. combined with updated time/price variances  What-if scenarios on latest development  Reduce accruals / “last minute booking” issues  Seamless update of data. structures and hierarchies  Always reliable data and structures  Remove next day time lag  No redundant data across models and/or environments  Impact on planning  Faster activity based planning .

24 SAP Cloud for Planning | In a brief .

25 SAP Cloud for Planning | Impact on planning  A new product  Yet to show its footprint in the market  Primarily for larger enterprises  Is there a place for the product in the Nordic market?  Close link to SAP BPC  Will this be the silver bullet for a market entry?  No on premise cloud  Is the Nordic market ready for that? .

Lars Johansen Consultant Manager. EPM Planning & Consolidation phone: +45 2543 8896 © 2015 itelligence e-mail: Lars.Johansen@itelligence.dk We make the most of SAP® solutions! 10/22/2015 .

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