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Simplified Financials powered by HANA

Fiori based UX Transformation


November 2013
Christian Wei, ERP Financials

D&FLA Team WDF 2013


Financials powered by HANA - UX targets
The Past... The Future

Heterogeneous, inconsistent and old Attractive, harmonized User Experience covering the demand
fashioned User Experience mainly of the next Generation Users including non-FIN User. Zero
footprint, access from everywhere and anytime. Consumer
focusing on the Professional User Grade UX, Responsive, Collaborative.

Inefficient and not state-of-the art Simplification and automation of processes leveraging HANA
processes and shift to a exception based working model

Embedded high speed, real-time decision making, Insight-to-


Not fully leveraging all HANA Action, Search & Analytics Integration, Predictive Analytics
capabilities capabilities, Integrated Planning

Missing flexibility due to non decoupled Timeless(decoupled) and open architecture for UI
User Interfaces consumption by SAP and Customers

Consistent configuration and extensibility options


High TCO and TCI due to missing and empowering the Power User and providing personalization
inconsistent adaptability features options for the End User

D&FLA Team WDF 2013


Example's for Financial Applications powered by HANA
SAP Real Spend SAP Customer Financial Fact Sheet
Finance for Non-

IPad, BB10
IPhone, IPad, W8,
These are all excellent examples for UX leveraging HANA, Android, BB10
Finance

HANA but.. HANA Search &


Acceleration Acceleration
Not all platforms, form factors supported
No coherent Look & Feel, interaction behavior, ..
High TCO due to different deployment options
SAP Working Capital SAP Invoice and Goods Receipts
No general interoperability
Management Reconciliation SAP Receivables Manager
Different adoption and extensibility concepts
Finance for
Finance

Different HTML5 Libraries for Desktop and Mobile


.

HTML5 Tablet & Desktop HTML5 Desktop IPhone, IPad, W8

HANA Only HANA Only HANA Only


D&FLA Team WDF 2013
SAP Fiori Concept
The way to harmonize and simplify the User Experience for
Financials powered by HANA

D&FLA Team WDF 2013


SAP Fiori Concept
Design Principles

Instant
Role-based Simple Responsive Coherent
Value

De-compose into 1-1-3 (1 user, 1 use All sizes, devices, Apps that speak the Low barrier to
task-based experience case, 3 screens) versions, channels same language adoption

D&FLA Team WDF 2013


Name: Jim Brown
For me, I would like to spend
more time with family and enjoy
Picture Background: Age :48 Gender: Male Job Title / Role:
the vacation
Married, has 2 sons 1 daughter Group Cash Manager
15 years cash manager experience

JOB RESPONSIBILITIES MAIN GOALS


Main tasks and frequency: Ensure groupwise liquidity with sufficiency and effiency
Collect and consolidate daily cash demand or surplus Manage and control cash risks
Find the root cause of variance and potential improvement of Supervise short term and long term liquidity
forecast
PAIN POINTS
Optimize fund structure to gain max. return and control risk Lack of accurate and in time cash overview
Manage relationship with banks (identify best fit bank for Information distributed in many systems and apps
financing goals) No alerts for potential issues
Hard to access system when travelling or during meetings
NEEDS
User friendly tool to enable multiple-dimension analysis of bank STAKEHOLDERS
account deficit and surplus Main persons in contact during work:
Analyze variance plan/actual cash flow easily CFO
Understand holistically structure of cash among different Local cash manager
currencies, banks, entities, instrument's Business Deparment AP/AR COMPETENCIES
Understand the liquidity forecast trend Casual User Power User
Evaluate the bank risk Proactive Reactive
Work in team Lone Fighter
Control the open, close, and change of bank account
Global focus Local focus
Analyze the overdraft limit and cost Innovative Conservative
Move cash between different bank accounts
Daily operations of a Cash Manager

Bank Statement
Morning Monitor

Check Cash
Position
Yesterday*
Cash Flow Liquidity
Analysis to find Forecast
Reasons
Bank Risk
Cash Position
Today* Liquidity Afternoon
Structure
Bank Account
Memo Record
Approval
Payment
* Belongs to one app Deficit Cash Pool Approval
Cash Transfer

D&FLA Team WDF 2013


Cash Manager Role AF: Analytical Fiori TF: Transactional
FS: Fact Sheet
Reuse from other
(Smart Business) Fiori areas
Wave II/III
FS: Bank
Cash Manager Role Central Search FS: Customer
---Basic Data
---House Banks and Accounts
AF: Cash Positions
Analysis ---Ratings
FS: Vendor
---Customer & Vendor

AF: Deficit Cash Pool FS: House Bank


---Basic Data
---Bank Statement Status
AF: Cash Flow Analysis
---House Bank Account & Balance in
different currency

AF: Liquidity Structure


FS: House Bank Account
---Basic Data
AF: Bank Statement ---Bank Statement Status
Monitor FS: GL
---Balance and Inflow & Outflow

AF: Bank Risk


News Tile
AF: Liquidity Forecast
JAM Tile

D&FLA Team WDF 2013


Cash Manager Role AF: Analytical Fiori TF: Transactional Reuse from other
FS: Fact Sheet
Wave IV (Smart Business) Fiori areas

Cash Manager Role Central Search FS: Customer


FS: Bank

AF: Cash Positions FS: Vendor


FS: House Bank
Analysis

FS: House Bank Account FS: GL


AF: Deficit Cash Pool

AF: Cash Flow Analysis

AF: Liquidity Structure


TF: Cash Transfer

AF: Bank Statement TF: Bank Account Approval


Monitor

AF: Bank Risk AF: Overdraft Analysis


News Tile
AF: Liquidity Forecast AF: Payment Statistics
JAM Tile

D&FLA Team WDF 2013


Cash Manager Role AF: Analytical Fiori TF: Transactional
FS: Fact Sheet
Reuse from
(Smart Business) other areas
Wave V Fiori

Cash Manager Role Central Search FS: Customer


FS: Bank

AF: Cash Positions FS: Vendor


FS: House Bank
Analysis

FS: House Bank Account FS: GL


AF: Deficit Cash Pool

TF: Approve Outgoing Payment TF: Bank Statement Post


AF: Cash Flow Analysis Request Processing
TF: Create Memo Record TF: Bank Statement
Monitor(BCM)
AF: Liquidity Structure
TF: Cash Transfer TF: Bank Account
Management
AF: Bank Statement TF: Bank Account Approval TF: Deal Request
Monitor

AF: Bank Risk AF: Overdraft Analysis


News Tile
AF: Liquidity Forecast AF: Payment Statistics
JAM Tile

D&FLA Team WDF 2013


SAP Fiori Concept
Design Principles

Instant
Role-based Simple Responsive Coherent
Value

De-compose into 1-1-3 (1 user, 1 use All sizes, devices, Apps that speak the Low barrier to
task-based experience case, 3 screens) versions, channels same language adoption

D&FLA Team WDF 2013


D&FLA Team WDF 2013
D&FLA Team WDF 2013
D&FLA Team WDF 2013
SAP Fiori Concept
Design Principles

Instant
Role-based Simple Responsive Coherent
Value

De-compose into 1-1-3 (1 user, 1 use All sizes, devices, Apps that speak the Low barrier to
task-based experience case, 3 screens) versions, channels same language adoption

D&FLA Team WDF 2013


Where We Want to Be: Unified UX direction for all Apps

The Fiori Concept will become the new user experience


targeting a consistent experience across all SAP solutions.


Wave 3 Fiori Concept

SAP Cloud Solutions,


Wave 2

Suite on HANA
Wave 1

Business Suite

This is the current state of planning and may be changed by SAP at any time.

D&FLA Team WDF 2013


Summary

HANA is the platform for the Financials powered by HANA Cloud


Financials and Fiori the UX Concept

UX UX & Hana HANA


Renewal
Fiori Hana Renewal
Renewal

D&FLA Team WDF 2013


FINANCIALS POWERED BY HANA - FIORI EXAMPLES

D&FLA Team WDF 2013


Fiori Application Types

Factsheet & Contextual


Transactional Analytical
Navigation
Task-based Access Insight to Action Search and Explore
Access to tasks like change, create, or Visual overview over a complex topic for View on essential information about an
entire processes with guided navigation monitoring or tracking purposes object and contextual navigation
between related objects

runs on HANA

This is the current state of planning and may be changed by SAP at any time.

D&FLA Team WDF 2013


Fiori Launchpad - One entry point for the user

Role based &


persona centric
Theming and branding
Personalization

Search, collaboration and Stable URLs for


feeds in first wave bookmarking and
sharing

Multiple Devices Multiple Platforms

This is the current state of planning and may be changed by SAP at any time.

D&FLA Team WDF 2013


Fiori Launchpad first step to the Unified Shell Concept
Web-based entry point for SAP Business Applications across platforms and devices

SAP NetWeaver
Business Client
Unified Shell
SAP Enterprise Portal
Client

Web Dynpro WebClient


SAP GUI SAPUI5
ABAP / FPM UIF

Fiori Launchpad as the first


implementation of the Unified Shell
This is the current state of planning and may be changed by SAP at any time.

D&FLA Team WDF 2013


TRANSACTIONAL

D&FLA Team WDF 2013


Transactional Application from GL Accountant & Collection Clerk

Manage GL Document Issue Manage your outstanding Receivables


D&FLA Team WDF 2013
ANALYTICAL

D&FLA Team WDF 2013


SAP Fiori Smart Business for Cash Management
SAP Smart Business for Cash Management shall provide
real-time insight into the liquidity structure, liquidity
forecast in order support respective actions.
Scope for first delivery:
Analyze Cash Position
Analyze Cash Flow
Analyze Liquidity Forecast
Analyze Liquidity Structure
Analyze Bank Risk
Analyze Deficit Cash Pool
Monitor Bank Statement
Target users are Cash Managers

D&FLA Team WDF 2013


SAP Fiori Smart Business for Financial Close
SAP Smart Business for financial close shall provide real-time
insight into the progress, quality, and financial results of the
end-to-end financial close and support respective actions.
Scope for first delivery:
Closing Tasks With Errors
Due today progress
Overall Status Monitor
Closing Tasks With Errors
Overall Delay Hours
Target users are:

Finance Managers (group / regional / local CFO, head of


accounting or financial reporting, head of shared services /
finance operations)

Financial Close Managers (group / regional / local)


D&FLA Team WDF 2013
SAP Fiori Smart Business Key benefits
Smart Business powered by SAP HANA provides a new
working model addressing the new management principles
of being more close to the operation
Real-time visualization of key performance indicators
including trends, thresholds and alerts

Real time analysis of variances & deviations on high volume data

Deep integration with collaboration tools for accelerated


problem solving

Prediction capabilities based on current as well as on historical


data

SAP Smart Business is an open framework. Customers and


partners can define their own KPIs and integrate with
collaboration & analytical tools (e.g. Lumira) or existing
applications

D&FLA Team WDF 2013


Analyze Financial Statement
Example for a application specific Analytical Application

D&FLA Team WDF 2013


MyMargin
Example for a application specific Analytical Application

D&FLA Team WDF 2013


FACTSHEET AND CONTEXTUAL NAVIGATION

D&FLA Team WDF 2013


SAP Fiori HANA Search & Navigate
With the combination of advanced search
capabilities, new contextual navigation and the
speed of HANA we create an amazing user experience
when exploring the Web of business entities in the
SAP Business Suite
Advanced search capabilities such as full text,
freestyle and fuzzy search combined with a
beautiful, simple and intuitive UI
Contextual navigation capabilities across the whole
Business Suite
Factsheets enable a consistent 360 view on
business entities by enriching traditional
transactional business data with additional related
information such as HANA based analytic views and
further state-of-the-art services (e.g. tagging, feeds,
favorites, bookmarking, )

D&FLA Team WDF 2013


Summary Fiori for Financials powered by HANA

Wave II - SoHSP02 Wave III - sFIN1.0 Wave IV sFIN1.0SP01


30 Apps Shipped 22 Apps in Dev. Phase 36 Apps in Design Phase
Wave II - SoH 617SP02 Q4/2013
7 Smart Business Cash, 5 Smart Business Closing Management
1 Transactional & 17 Search & CestBON
Wave III - sFIN1.0 Q1/2014
14 Analytical Apps GL Accountant, Cash-, Sales- and Treasury Backoffice Manager
8 Transactional Apps GL Accountant, Collection Specialist, Cost Manager

Wave IV - sFIN1.0SP01 Q2/2014


Design started
Finance Roles: Closing-, AR/AP and Credit Manager, Collection Specialist, GL/AP/AR Accountant
Non-Finance Roles: Cost, Sales and Project Manager and CFO/Head of Finance
~361 out of 58 Apps staffed

Portfolio sFIN > Q2/2014


Still more then 50 Applications in the current backlog
1 Based on the Team
assumption that the currently cross staffed resources are still available
D&FLA WDF 2013
FINANCIALS POWERED BY HANA - FIORI OUTLOOK 2014

D&FLA Team WDF 2013


Financials Fiori Role Roadmap Draft 2014
Non-Finance
Finance for

General Sales Project Plant


Manager Manager Manager Manager

Accounting AR/AP Cash Payable


Manager Manager Manager Accountant
Finance for
Finance

GL Analyst Credit FX Risk Receivables


Manager Manager Accountant
Collection
Specialist Controller

Finalize Next
D&FLA Team WDF 2013
Fiori internal Information

FIN Links
FIN Fiori HANA Application Demos
FIN Fiori WIKI
FIN Fiori Role Content
Others
Fiori Playbook
Fiori Wiki
Fiori Design Concept

Please visit our ERP Financials Channel on Mediashare

D&FLA Team WDF 2013


Fiori External Information

SAP.com www.sap.com
SAP Hana Marketplace http://www.saphana.com/docs/DOC-357
Fiori Experience Page https://experience.sap.com/fiori

SAP Demo Store / SAP https://www.sapdemostore.com/scenario/8885


Fiori
Installation & http://help.sap.com/fiori
Configuration
Press Release http://www.sap.com/corporate-
en/news.epx?category=ALL&articleID=20888&searchmode
=C&page=1&pageSize=10
Youtube https://www.youtube.com/watch?v=7jeo0REvmjg

D&FLA Team WDF 2013


Thank You.

D&FLA Team WDF 2013