Understanding your IBP for finance deployment options David Dixon TruQua Enterprises
Understanding your IBP for finance deployment options
David DixonTruQua Enterprises
§ Gain a better understanding on how Integrated Business Planning for Finance Impacts your SAP BPC investment and other SAP planning solutions.
§ Understand the 3 ways the solution integrates including its master data, transaction data and the SAP technology platform.
LEARNING POINTS
ALPHABET SOUP OF ACRONYMSXLS
BW-IP
BW-BPS
BPC MS C4P
BOBJSAP
HCP
NW
APO-DP
SEM-BPS ERP
Systems, Applications and Products
Business Objects
SAP NetWeaver BW Integrated Planning
SAP Business Information Warehouse Business, Planning and Simulation
SAP Strategic Enterprise Management Business, Planning and Simulation
Advanced Planner and Optimizer -Demand Planning
SAP NetWeaver
SAP Business Planning and Consolidation, version for the Microsoft platform
HANA Cloud Platform
Cloud for Planning
Enterprise Resource Planning
Excel SpreadsheetEPM
Enterprise Performance Management
S4HANA
SAP Business Suite 4 SAP HANA
HANAHigh-Performance Analytic Appliance
HECHANA Enterprise Cloud
SFIN
Simple FinanceIBP
Integrated Business Planning
S&OPSales and Operations Planning
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3 WAYS THE SOLUTION INTEGRATES• HTML5 Web Interface• Work Status• Business Process Flows
BPC• VirtualProviders and Multi-‐Providers • Reusable and extensible BI ContentBW• Extensible HANA views on SAP ERP tables• HANA-‐enabled planning and analysisHANA
PRODUCT ANCESTORY
HANA
SEM
BW-BPS
SEM-BCSBW-IP
OutlooksoftBPC MS
5.1
BPC MS7.x
BPC NW7.x
BOBJCartesis
BPC MS 10.0
BPC NW10.0
(Extended Analytics Analyzer influence on the
EPM Add-In)
RenovatedPlanning
2005 2010 2015
(BPS and BCS)
10.1 NWStandard
10.1 NW Embedded
IBPfor
finance
BOBJ FC
10.1 MS
ERPC4P
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§ “Law of parsimony” at work before Simple Finance…
WHY ACQUIRE OUTLOOKSOFT?
Source: “Creating value with SAP BusinessObjectsPlanning and Consolidation, version for SAP NetWeaver” by David Dixon, 2010
BPC INTEGRATION ASPECTS
• HTML5 Web Interface• Work Status• Business Process Flows
BPC• VirtualProviders and MultiProviders• Reusable and extensible BI ContentBW• Extensible HANA views on SAP ERP tables• HANA-‐enabled planning and analysisHANA
§ SAP BPC functionality listed under administration:
§ Local Providers§ Security§ BPFs§ Work Status§ Audit
§ SAPUI5 interface
SAP BPC FUNCTIONALITY
§ SAP BPC Model is mapped to an InfoProvider
§ Model is display only§ Pre-delivered with Real-time
InfoCube /ERP/SFIN_R01
§ Note that plan data is stored in an extensible InfoCube and not in standard and fixed SAP planning tables
SAP BPC MODEL INTEGRATION
BW INTEGRATION ASPECTS
• HTML5 Web Interface• Work Status• Business Process Flows
BPC• VirtualProviders and MultiProviders• Reusable and extensible BI Content• Analysis for Office
BW• Extensible HANA views on SAP ERP tables• HANA-‐enabled planning and analysisHANA
BW VIRTUALIZATION OPTIONS
Real-Time InfoCube
InfoCube DataStore Object
Aggregation Level
MultiProvider
DataStore
Planning Layout
Connects directly to FI / CO tables
Virtual Provider
§ Leverage existing data warehouse objects
§ Reduce ETL requirements
§ Leverage standard SAP NetWeaver functions
such as security, information broadcasting,
BW Content and more
§ SAP Simple Finance 1.0 on CO Line Items
REAL-TIME INTEGRATED DATA
§ SAP Simple Finance 1503 on Universal Journal
UNIVERSALIZED INTEGRATION
§ SAP Simple Finance 1.0 and SAP Simple Finance 1503 on “New” GL
FULL TRIAL BALANCE INTEGRATION
§ Can be enhanced to integrate planning master data
REAL-TIME MASTER DATA
§ WebDynpro-based interface on top of SAP BW with direct ERP table integration
RENOVATED PLANNING
§ VirtualProvider integration before Simple Finance
RENOVATED PLANNING CONTENT
§ Formula planning function to real-time replicate
BW-BASED PLANNING INTEGRATION
SAP BEX PLANNING INTEGRATION
HANA INTEGRATION ASPECTS
• HTML5 Web Interface• Work Status• Business Process Flows
BPC• VirtualProviders and MultiProviders• Reusable and extensible BI ContentBW• Extensible HANA views on SAP ERP tables• HANA-‐enabled planning and analysisHANA
§ SAP Simple Finance 1.0on CO Line Items
REAL-TIME INTEGRATED DATA
§ SAP Simple Finance 1503 on Universal Journal
UNIVERSALIZED INTEGRATION
§ SAP Simple Finance 1.0 and SAP Simple Finance 1503 on “New” GL
FULL TRIAL BALANCE INTEGRATION
§ Can be enhanced to integrate planning master data
REAL-TIME MASTER DATA
HANA ACCELERATED PROCESSING
Standard
BPC Hierarchy Disaggregation
HANA MDX
Script Logic Allocation Key
Word
Embedded
BW Hierarchy Disaggregation
BW OLAP
Planning Functions and
FOX
Central On-The-Fly Calculations
Central Stored Calculations
User-Triggered Calculations
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Embedded Model Differences
Standard Model Differences
Similarities
Web ReportingMicrosoft Excel Reporting
BI IntegrationMobile Reporting
SAP HANA support SAP NetWeaver SSO
BADI Framework for EnhancementsGranular Transports
Process ChainsEPM Office Add-InEPM Web Client
Business Process FlowsData Access Profiles
Work Status
Separate namespace
Analysis for Office Excel client
Leverage BW content
Full EDW Integration
Aggregation levels
Web Application Designer
Centralized (IT)Administration
Business-user Administration
Financial Consolidation
BEx Analyzer
Navigational attributes
Session-based locking
Matrix Security
FOX scripting
Information BroadcastingBooks
Logic Script
Dimension Member Formulas
Measures
Business Rules
Source: Derived from SAP
STANDARD VERSUS EMBEDDED
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§ BPC “Standard” can be installed on a Simple Finance system
§ Can be used with the “Embedded” Integrated Business Planning for finance
STANDARD AND EMBEDDED
§ “Standard” can be loaded from “Embedded”
STANDARD FROM EMBEDDED
§ Back up and restore makes it simple to download your investment
§ After download, upload the zipped file into a SAP Simple Finance system with the BPC components installed
§ Can be migrated to a new version after
MIGRATING BPC STANDARD
SAP CLOUD FOR PLANNING
CLOUD FROM STANDARD
HYBRID DEPLOYMENT SCENARIOS
Suite on HANA
Integrated Business Planning for finance
SAP BPC - Standard Model
SAP Cloud for Planning
§ Standard model still needed for financial consolidation
§ SAP Cloud for Planning can import and export from standard models
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§ Time is Money
§ Data Latency§ System Performance§ Reconciliation§ Productive models,
tools and analytics
RETURN ON INVESTMENT
Adapted from: Hackathorn, Richard. “Current Practices in Active Data Warehousing.” Boulder Technology, (Nov. 2002)
§ Better user experience, simplified processes, greater analytic skills and smarter strategies represent the final stretch to value realization
RELAY RACE HAND OFF
Information Delivery Efficiency
Insight to Action Effectiveness
Solution Readiness Organizational Readiness
§ Spreadsheets versus SAP
§ Spreadsheets enable user autonomy
§ SAP enables enterprise control
§ Co-creation is needed as opposed to competition
§ Spreadsheet proliferation outside standardized processes demonstrate user power trumps enterprise
control
GOVERNANCE CONSIDERATIONS
Centralized and Controlled Distributed and Autonomous
Integrated and Extensible User CustomizableAPPLICATION PERSPECTIVE
ORGANIZATIONAL PERSPECTIVE
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ExcelC4PBPC MSBPC NWIBPFStandardEmbedded
§ Have a clear game plan
§ “Lift and shift” or “rip and replace” or both?§ Change management strategy
§ Define upfront your key decisions
§ Use rapid prototypes to manage risk and clarify options§ Data federation (virtualization) or traditional “Layered Scalable Architecture”?§ Tool selection and user impact analysis (e.g. EPM Add-In versus Analysis for Office versus
Cloud for Planning)
§ Structure implementation team with diverse set of skills that span different domains (biz and tech)
§ Even with SAP holistic skills are needed (e.g. FI/CO, BW, BPC and HANA)
BEST PRACTICES
§ While Integrated Business Planning for finance is technically very different than BPC standard
§ BPC standard model can be complimentary and integrated with the embedded model within a SAP Simple Finance system
§ Customer implementations of the standard model can be backed up, restored into and technically upgraded within SAP Simple Finance
§ BPC standard implementations are primarily impacted by how integration is achieved
KEY LEARNINGS