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10 Tips to Fast-Track Your SAP Business

Planning and Consolidation Implementation


or Migration Project

Greg Wright
VantagePoint Solutions
Produced by Wellesley Information Services, LLC, publisher of SAPinsider. © 2016 Wellesley Information Services. All rights reserved.
In This Session

• This session provides leading practice tips and practical expert advice for guiding your
SAP Business Planning and Consolidation (BPC) implementation or migration
 Practical, field-tested areas to plan for a successful project

 Advice about level of detail, data integration, validation, and ETL

 What BPC 10.1 offers

 BPC upgrade paths and approaches, while taking your existing SAP environment into
account
 Obtain lessons to properly identify any outstanding issues in all areas of your current
production environment so you can fix them before the implementation or upgrade
 Understand SAP’s support for all releases of SAP Business Planning and
Consolidation and SAP’s EPM strategy

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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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Focus on Two Main Perspectives

• Upgrade to 10.1
 BPC MS 7.5

 BPC NW 7.5/10.0

• New implementation
 Which version

 Which platform

 Microsoft
Source: SAP Product Availability Matrix
 SAP NetWeaver
®

 Hosted

 Cloud for Analytics

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Robust Financial Platform — Enterprise Performance Management

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Items to Consider

• Timelines
• Strategy
• Business disruption
• Known areas to “standardize”
• Data sources
• Data preparation/cleansing
• Calculation engine
 Dimension formula and Calculation scripts

• Templates
• Security
• UAT
• Rollout
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Master Data Controls

• At source system(s)
• In EDW/DataMart
• Via Master Data Management
• Data manager/BPC
• HANA

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Source Data Managed

• Flat files
• Enterprise Data Warehouse
• DataMart
• HANA
• Various

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Data Integration Considerations

• Automation
• Real-time
• Validation/error handling
• Drill-through
• Integration with Business
Intelligence/Reporting Strategy

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Enterprise Performance Management Execution

• Once the business process has been agreed, the underlying issues keeping
organizations from resolving this problem that will be adopted and leveraged enterprise-
wide are:
 The lack of clarity around technology

 Appropriate staffing

 Project approach

• Don’t forget the vision

Source: VantagePoint

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Identifying Your Position in the Journey

• Requires that you ask the right questions


 Even when the company thinks it knows the answer

• Requires the right people be in the room


 Vision can’t be cast from the bottom-up

• Requires consensus on the answers


 Need to understand the cross-functional impact

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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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Key Area 1 — Executive Sponsorship

• Is there willingness to provide sufficient resources and funding?


• Does the sponsor have authority to make the key decisions across functional areas?
• Is the sponsor present?
• Is the sponsor engaged?

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Key Area 2 — Business Vision

• Is there a clear vision across all stakeholders?


• Are there common processes across all consistencies?
• Gain an understanding of the desired output expected from each of the stakeholders
• Gain an understanding of the desired input expected from each of the stakeholders

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Key Area 3 — Communication

• Do you have an effective form of communication in place for the project?


• Is there a shared directory for project artifacts?
• Personal communication is a must
• Regular core team status meetings
 Process flows

 Pain points and opportunities

 Potential new processes and impact downstream

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Key Area 4 — Clear Requirements

• Do you have existing, well-documented processes in place?


• Have you discussed potential new processes and their downstream impact?
• Requirements are always wrong

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Key Area 5 — Data

• What is the desired level to plan/analyze … and does your actual data support this level?
• What other metrics are required?
• What are the sources?
• How “clean”/homogenized is your data?

Data Validation
• Don’t overestimate your knowledge of your own data

• Don’t underestimate the time required for data


validation
• Be patient and expect multiple iterations. Plan on it.

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Key Area 6 — Project Team

• Do you have the right people for the team?


• Are they knowledgeable, cooperative, and results-oriented?
• Make process owners and subject matter experts available during the whole process
• Mitigate risk by spreading the work rather than relying on a select few people
• Ensure extended team members understand their roles
• Structure the team for communication, collaboration, and executive action

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Key Area 6 — Project Team (cont.)

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Key Area 7 — Critical Success Factors

• Do you have the right people for the team?


• Have stakeholders identified and agreed on CSFs?
 Project charter

 Measurable/Actionable/Substantial/Accessible

• Have you considered ongoing maintenance and support as a CSF?

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Key Area 8 — Implementation Partner

• Have you developed an adequate RFP to assess vendors?


• Meet your finalists in person
• Find someone who has done similar projects before
• Lean on your partner. Avoid trap of “we do things differently …”

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Key Area 9 — Project Management

• Does your organization contain project management skills?


• Will the project manager have proper authority over resources?
• Internal, Vendor, both
• A good project manager promotes great deliveries

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Key Area 10 — Change Management

• Do you expect a high level of change to your current process?


• Gain an understanding of where your highest resistance will come from, and proactively
sell the change
• Never skimp on Training/Knowledge Transfer: now and future
• Establish your Long-Term support plan before the
project ends
 IT support

 System Administrator

 Service-Level Agreements/Expectations

 Contact/Management

 Internal/External
Source: Spencer Johnson, M.D

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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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Data Tip 1 — Keep the Focus on Required Insights

• What type of questions do you want to ask of your data?


• Focus on what is required for planning or reporting, not what data is available
• More is not always better

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Data Tip 2 — Minimize Movement, Maximize Visibility

• Focus on minimizing data movement from one system to the other


• Use drill-through for access to transactional data on a “web-enabled” transaction
• HANA handles large volumes, but getting data still involves ETL costs
• Automate where possible
• Pull from source using vanilla capabilities as much as possible

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Data Tip 3 — Keep Actuals in Focus

• You can’t report data you don’t diligently capture


• Plan at the level where comparable actual data is available
• Don’t confuse “what is” available with what you “would like” to be available

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Data Tip 4 — The Right Data for Your Specified Model

• Planning models have different requirements from reporting models


• A healthy BPC environment has separate models for separate data:
 Financials and management reporting

 Tax reporting

 Capital expenditures

 Workforce/Headcount management

 Sales (by product and/or customer)

 Expenses (by vendor)

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Data Tip 5 — Remember the Bottom Line

• Every bit of data has a cost


 Disk space

 Network bandwidth

 Performance

 Backup and recovery

 ETL

 Documentation

• Compare value provided versus additional cost when determining data granularity

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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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BPC 10.1 Major Enhancement Areas
Area Enhancement
User Experience • EPM Excel Add-In – Drag and drop functionality simplifies ad hoc
reporting and end-user experience
• New Web User Interface and Mobile Capabilities – engages
executive team and non-financial stakeholders
Functionality • Process Flows
• Visibility into Consolidations and Planning processes
• Creation and monitoring of controls
• Enhanced Audit tracking
• Journal Entries
Infrastructure/System • Improved Application Performance
Performance • Script Logic Parallelization
• Deeper HANA integration
• Enhanced integration between SAP EPM and BI suites

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BPC Terminology Change

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BPC Platform Options

• Microsoft Standard
• SAP NetWeaver
 BW Standard
 BW running on HANA Standard
• HANA
 SAP S/4HANA Embedded
• Cloud for Analytics
 Cloud for Analytics for planning

 Cloud for Analytics for analysis

 Cloud for Analytics for predictive

 Digital Boardroom

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BPC 10.1 NW Standard vs. Embedded
Feature Standard Embedded
Data Modeling • Single Key Figure • Multi-Key Figure
• Protected Namespace • Full EDW access
Transact Data • Data copied to BPC namespace • Data sourced from EDW
Master Data • Copied to BPC namespace • Can be utilized from EDW
• Cannot use compound master data • Can use compounded definitions
SQL Push to HANA • Use BAdI • Delivered functionality
Cell locking • Last in wins • First in wins
Calcs • Script logic • FOX formula logic (functions can execute in
• HANA-optimized functions HANA)
• HANA-optimized functions
Consolidation • Full function consolidation • Planning only

User Interface • EPM Add-in and Web • EPM Add-in (BEx query), Analysis for Office,
• EPM Add-in has Drill through, BEx, and Web
Disaggregation enabled • EPM Add-in has drill-through, Disaggregation on
Source: SAP Platform Solution Group roadmap
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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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Migrating to Classic BPC 10.x NW

• Classic BPC NW Migration Paths


 7.0  7.5  10.0  10.1

 7.0  7.5  10.1

• BW Accelerator (optional)
 7.0  7.2

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Migration Information in the PAM

Prerequisites are in the Product Availability Matrix (PAM)


https://support.sap.com/pam *

BPC Version Product Name


7.5 MS SBOP PC 7.5 FOR MICROSOFT
10.0 MS SBOP PC 10.0 FOR MICROSOFT
10.1 MS SBOP PC 10.1 FOR MICROSOFT
7.5 MW SBOP PC 7.5 FOR SAP NW
10.0 NW SBOP PC 10.0 FOR SAP NW
10.1 NW SBOP PC 10.1 FOR SAP NW (this includes Standard and Embedded)

* Requires login credentials to the SAP Service Marketplace


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Migration Steps to Classic BPC 10.1 NW

• Migrate software components


 Migrate to BW 7.4

 Migrate to BWA 7.2 (optional)

 Execute the migration program

 7.5 to 10.1 tcode: SE38 program UJT_MIGRATE_75_TO_101

 10.0 to 10.1 tcode: SE38 program UJT_MIGRATE_100_TO_101

• Migrate data and features


 Upgrade security from Active Directory or CMS to SAP BW user accounts

 Deal with errors that may occur

 Create functionality not supported in the migrate program

 Regression test and validate

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Migration Utility for BPC 7.5 NW to 10.0 NW

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Migration Utility Parameters

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BPC Features That Migrate
BPC Objects, Tasks, and Process Migrated
Administrative settings
Applications  Models
Dimensions
Terminology adjustments for new naming conventions
User IDs
Owner and reviewer properties of the dimensions
Security: teams, task profiles, data access profiles, assignments
Journals
Business rules
Validation rules  controls
Data manager features, including process chains, script logic, prompts
Content library
Business process flows (BPFs)
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BPC Features That Do Not Migrate

BPC Objects, Tasks and Process Migrated


Log files from Data Manager
Live reports (they need to be rebuilt in the workspace area of the new version)
Custom web pages and reports (rebuild using the new web features)
SAP BusinessObjects Dashboards (Xcelsius®)

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Viable Migration Options for BPC 10.1 NW Classic

Option 1 Option 2 Option 3


In Place Copy Clean Slate
Direct migration on your existing system. Entire system in copied and then migrated Fresh installation or SAP BW 7.4 SP5+
Migrate BW first, then BPC and BPC 10.1
Run UJBR to transfer data
Pros: Pros: Pros:
• Straightforward • Straightforward • Most controlled and managed
• Technical upgrade, little or no • Production not affected • Clean
reimplementation • Technical upgrade, little or no • Production not affected
• No additional hardware or system reimplementation • Ability to “clean” processes
requirements
Cons Cons: Cons:
• Disruptive to users • Issues in current environment may be • Requires full installation and
• BW and BPC are completely unavailable propagated configuration on all servers,
• Exacerbated if problems cause delays prerequisites, and customizations

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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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Migration to BPC 10.1 Microsoft

• No migration program
 BPC software is uninstalled and reinstalled with the new version

 Migrating the Appset (7.5) to an Environment (10.1) is accomplished using the BPC
Server Manager on the Application Server

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Migration Steps to BPC 10.1 MS

• Server software migration


 Back up the 7.x Appset

 Uninstall BPC 7.x

 Install BPC 10.1 on the Application Server

• Data migration
 Restore the 7.x Appset backup

 Migrate the 7.x Appset to a 10.1 Environment

 Review the migration log

 Deal with errors that may occur

 Migrate the features not supported

 Regression test and validate

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BPC Features That Migrate
BPC Objects, Tasks, and Process Migrated
Fact table data and comments
Administrative settings
Applications  Models
Dimensions
Terminology adjustments for new naming conventions
User IDs
Owner and reviewer properties of the dimensions
Security: teams, task profiles, data access profiles, assignments
Journals
Business rules
Data manager features, including process chains, script logic, prompts
Content library
Business process flows (BPFs) – some have been removed or changed 46
BPC Features That Migrate (cont.)

BPC Objects, Tasks, and Process Migrated


Published books
Log files from Data Manager
Stored procedures and other custom SQL objects

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BPC Features That Do Not Migrate

BPC Objects, Tasks, and Process Migrated


Live reports (they need to be rebuilt in the workspace area of the new version)
Custom Data Manager Packages; standard packages (Copy, Move, Admin_Optimize) can be copied
from EnvironmentShell to each model

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BPC 10.1 MS Server Manager

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BPC 10.1 MS Server Manager (cont.)

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BPC 10.1 MS Server Manager (cont.)

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BPC 10.1 MS Migration Log

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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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EvDRE to EPM Add-In Report Migration

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EvDRE Support in the EPM Add-In

• EvDRE preforms well in the EPM Add-In


• There is a short list of EvDRE features and EV functions not supported
1. Insert Member functionality

2. EvHNV()

3. EvMNU()

4. MNU macros (e.g., MNU_eTools_Expand)

• Testing converted templates can be a time sink

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Report Migration Approach

• If you have in-house EvDRE expertise:


 Train your organization on the EPM Add-in

 Identify all mission-critical report and input templates

 Regression test reports “as is” (EvDRE functions)

 Remediate as required

1. Update EvDRE function

2. Rewrite in EPM Add-in

 Create all new reports and input templates in EPM Add-in

 All ad hoc reports using the EPM Add-in

 As proficiency increases and time allows, migrate legacy EvDRE as necessary

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Report Migration Approach (cont.)

• If you DO NOT have in-house EvDRE expertise:


 Train your organization on the EPM Add-in

 Identify all mission-critical report and input templates

 Regression test reports “as is” (EvDRE functions)

 Remediate as required

1. Migrate EvDRE reports with migration tool, or

2. Rewrite in EPM Add-in

 Create all new reports and input templates in EPM Add-in

 All ad hoc reports using the EPM Add-in

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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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SAP’s Support Strategy for All BPC Versions

Version GA* EOMM** Location Calculations


10.1 NW Emb Jun, 2014 12/31/2020 EDW FOX, HANA-optimized functions
10.1 NW Std Jun, 2014 12/31/2020 /CPMB/ BPC Advanced Logic, BAdI
10.0 NW Apr, 2012 12/31/2020 /CPMB/ BPC Advanced Logic, BAdI
7.5 NW Aug, 2010 12/31/2017 /CPMB/ BPC Advanced Logic, BAdI
7.0 NW Apr, 2009 3/31/2016 /CPMB/ BPC Advanced Logic, BAdI
10.1 MS Jul, 2015 12/31/2020 Any SQL instance BPC Advanced Logic, Stored Procedures
10.0 MS Feb, 2012 12/31/2020 Any SQL instance BPC Advanced Logic, Stored Procedures
7.5 MS Dec, 2009 3/31/2016 Any SQL instance BPC Advanced Logic, Stored Procedures
7.0 MS Aug, 2008 3/31/2016 Any SQL instance BPC Advanced Logic, Stored Procedures

* Generally Available
** End of Mainstream Maintenance
Source: SAP Product Availability Matrix

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SAP Solutions for EPM

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SAP EPM Focus

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EPM Vision

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What We’ll Cover

• Keep the strategic goal in mind


• Ten key preparation steps for a successful BPC implementation
• Five tips for identifying the right level of data for your needs
• BPC 10.1 offering
• Migration options for moving to SAP BPC version for SAP NetWeaver 10.1
• Migration options for moving to SAP BPC version for Microsoft 10.1
• Migrating from EvDRE to EPM Add-In templates
• SAP’s EPM support and strategy
• Wrap-up

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Where to Find More Information
• SAP EPM product requirements and release dates (product availability matrix)
 https://service.sap.com/sap/support/pam *

 Detailed roadmap for all SAP EPM solutions

 http://global.sap.com/analytics/index.html#section_3

 BPC release notes and installation information – available on request

 http://help.sap.com/boepm

• SAP Cloud for Analytics on the SAP Help Portal


 http://help.sap.com/cloud4planning

• Sizing guide – available on request


 http://service.sap.com/sizing *

• SAP EPM Unwired application


 https://itunes.apple.com/us/app/sap-epm-unwired/id566455850?mt=8

*Requires login credentials to the SAP Service Marketplace


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7 Key Points to Take Home

• Think strategically about the platform


• Treat the upgrade as a project
• Get the business commitment and buy-in participation
• Take the opportunity to refine the process and keep the models current. Simplify and
Standardize.
• Commit to the new functions, including the Office EPM Add-in
• Grow the platform and maximize ROI
• Leverage experience of SAP BPC partners to guide you to the finish line efficiently

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Your Turn!

How to contact me:


Greg Wright
Email: gwright@vantagepoint-solutions.com
Twitter: @gregwright_epm

Please remember to complete your session evaluation


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