BPC Intro Presentation

Business Planning & Consolidation OverviewWipro Center Of Excellence

AgendaEPM 7.0Existing SolutionsEPM 7.5EPM 8.012345 Introduction to SAP BPC Benefits of SAP BPC Architecture of BPC-BI-R/3System Landscape Features of BPC

Slide *Business PlanningBusiness PlanningBusinessPlanningBI Platform ANY ERP / ACCOUNTING SYSTEMSFinancial Performance Management suite

How are most companies organized today?Data sourceCPM Application Suites/ModulesUser Interfaceunstructured datastructured data

Slide *Unified SystemBPC Beyond Business PlanningIntegrated planning and consolidation Financial reporting and analysisAd hocAutomated variance analysisDriver analysis (industry, growth, capacity, etc.)Forecasting and consensus buildingRolling forecastsContinuous planningCollaborationBusiness planningSales/revenue planningProduction PlanningCapital expenditure planningHeadcount/staffingExpense planningFinancial Statement planningConsolidation Intercompany matching/reconciliation Intercompany eliminationsManagement roll-upsLegal consolidation

BPC 7.0 Netweaver Version Benefits/Features

- BPC is Integrated with BI in terms of Transaction data, Master Data & Meta data. - Budget/Forecast available can be retracted back to R/3 using BI Interface Uses Excel and Microsoft technologies which is already familiar to most of the Users

Other BenefitsStandard, User defined and Adhoc Reporting capabilities in placeRole definition of Analysis authorization is implementedReports available in Standard Excel using BEx and Web using BEx WADNo more manual data Cleansing activities Putting Infrastructure in Place for future implementation and rolloutsData structures modelled in a way to cater to current and future reporting and Analysis requirementsMore time is spent on Analysis and Decision making rather gathering information from multiple sourcesImprovement in Performance for Reporting and AnalysisAbility to drill down from KPI to Transaction level for any data setTight integration with SAP R/3 and SAP BPC with a unified NW platform

SAP 2008 / Page *BPC Product Roadmap 2010Q3 2008SAP Business Objects Post Acquisition H1 2009EPM 7.0Existing SolutionsEPM 7.5EPM 8.0Next-Gen EPM Suite

SEM-BCSBusinessObjects Financial ConsolidationSEM-BCSSEM-BCSBusinessObjects Financial ConsolidationNetWeaver BI and BusinessObjects BI Integration

SAP Business Planning and Consolidation - Netweaver BI integration by Q3 2008 and Business Objects BI integration by Q1 2009 BusinessObjects Financial Consolidation integration to Netweaver BI for Q1 2009 SEM-BCS: Legal enhancements thru 2013, planned enhancement packs thru 2008 SAP Business Planning and Consolidation and BusinessObjects Financial Consolidation will be supported in EPM 8.0 Customers will be able to get EPM 8.0 consolidation functionality under maintenanceNetWeaver BI SAP Business Planningand ConsolidationSAP Business Planningand ConsolidationSAP Business Planningand Consolidation

SAP 2008 / Page *Consistency for the annual budget process SAP 2008 / Page *

SAP 2008 / Page *SAP Business Planning and Consolidation for Excel

SAP 2008 / Page *

How are most companies organized today?Data sourceCPM Application Suites/ModulesUser Interfaceunstructured datastructured data

SAP 2008 / Page *Dynamic report templates aid productivity

SAP 2008 / Page *

SAP 2008 / Page *Drilldown drill from summary to detailChartsexpandedFormulaspreserved SAP 2008 / Page *Drill task

SAP 2008 / Page *Drill down to billing details SAP 2008 / Page *

SAP 2008 / Page *Comprehensive functions helpreduce the planning cycleActionable functionsFacilitates actions such as drill through to other reports or viewsExpansion functionsAllows dynamic expansion of dataText functionsReturns text strings for displayValue functionsTo send values to or receive values from databasesModeling functionsSpread spreads a value evenly or based on weightsTrend takes a value and grows the same by a factorWeight allocates amounts by weighted factorsData management functionsCopy copies data from source to destinationClear clears data in the cubeMove moves data from source to destinationCustom can create custom function, e.g., top-down allocation

SAP 2008 / Page *

SAP 2008 / Page *Report version comparison SAP 2008 / Page *

SAP 2008 / Page *Variance analysis from PowerPoint SAP 2008 / Page *

SAP 2008 / Page *Automated audit trail SAP 2008 / Page *

SAP 2008 / Page *Conversion files SAP 2008 / Page *Define the mapping from external to internal member names Provide the ability to perform arithmetic and rounding on dataCan contain one or more worksheets for different types of data transformations

Budgeting and Forecasting Budgeting Process management, What-If analysis, Budget versioning, Real Time Allocation and calculation, Business Process Flow (Approval process loop, Budget Versioning, etc)

High Usability - Leveraging Excel capabilities without Excel Hell typical situation. Full connectivity with MS Word and MS Powerpoint. Context sensitive menu and action pane

Unified Platform Ability to incorporate all planning and budgeting process into one single tool through a unified Business Process Flow process and platform.

Predictive Analytics Automatic variance analysis & predictive simulation on KPI. Encouraging Preventive actions vs. Reactive actions.

Budgeting, Forecasting, Strategic Planning

Financial Consolidations For Legal Statutory and Management Reporting

International Accounting Standards Compliance Ability to manage multiple GAAP (IFRS, US, JP, UK,..), SOX compliant with full audit trail capabilities.

Unified Consolidation View Ability to provide Legal Statutory and Management Consolidation within a single platform

Process Control - Business Process Flow, Approval and step by step validation

Pre Packaged templates ready IFRS, US GAAP and Japan GAAP

BPC integration with BISAP R/3

BPC7.0Transaction/Master data shared/Sync between BI 7.0 & BPC 7.0BI 7.0Data Extraction from R/3 into BI SystemData Extraction from Non-SAP into BI System

PNL StatementBalance sheetCashflowCAPEXExpenditure

PNL StatementBalance sheetCashflowIC MatchingJournalsFinancial Planning ReportsConsolidation ReportsSchedulesData Retraction into R/3 systemActual Data FlowPlanning in BPC using Actual Data in BI extracted from R/3

DATA FLOW COMPARISON(Netweaver Vs SQL)

SIMPLER DATA FLOW/TIGHTER INTEGRATION NETWEAVER VERSION (R/3 - BI 7.0 BPC)

R E T R A C T I O N 0FI_GL_4Actual0CO_OM2LIS_03_BF0FI_AR0PROJECT0MATERIAL0WBSBI 7.0BPC 7.0S Y N C H R O N I Z A T I O N E X T R A C T O R SAutomatic Cube CreationAutomatic Master DatacreationUser Interface/Reports

BPC Data Manager Integration with BISAP BPC 7.0SAP BI 7.0Uploaded filesaved in BITriggers process chain in BILoading an external fileRunning data package

BPC AppSet Integration with BISAP BPC 7.0SAP BI 7.0 AppSet -> InfoArea , Application -> InfoCubeDimension -> InfoObject

Simpler Cube CreationSAP BPC 7.0SAP BI 7.0 AppSet -> InfoArea , Application -> InfoCubeDimension -> InfoObject

BPC Dimension Integration with BISAP BPC 7.0SAP BI 7.0Dimension added in BPCsaved in BI as Infoprovider

BPC Report Integration with BISAP BPC 7.0SAP BI 7.0Generation of Reports using EVDRE() functionList Cube Data filter conditionData coming from BI InfoCube

Proposed system landscapeThe Project adopt 3 systems landscape approach, all development work will be done in development systems, then transport to QA systems for quality assurance testing, and finally transport to the Production systems

Development Server

QA Server

Production Server

BW Prod

R/3 Prod

BPC Prod

BW QA

R/3 QA

BPC QA

BW Dev

R/3 Dev

BPC Dev

Transport

Transport

Transport

Transport

Transport

Transport

We have chosen to support three consolidations products in the immediate term. We conducted an extensive deep dive product review of all three products and believe each of them has rich functionality for different consolidation scenarios. Until we are able to bring together and combine the rich functionality of all three into one product we want to ensure our customers can continue to maintain the benefit they get from the consolidation product they have implemented to best address their needs. We see ourselves as the first vendor in the market to offer consolidations for all scenarios whether it be financial or management reporting, corporate versus departmental or regional specific requirements.

SAP has a unified planning and consolidation solution today with Business Planning and Consolidation, and will in the future. In the future, Business Objects Financial Consolidation intersects with Business Planning and Consolidation to provide a single consolidation engine leveraging the strong engine capabilities of BusinessObjects Financial Consolidation with the unprecedented usability of Business Planning and Consolidation. BCS will also gain the benefit of the usability of Business Planning and Consolidation.

Business Objects Financial Consolidation has richer functionality for statutory reporting and support of XBRL. We know Finance has growing business complexity which including dealing with M&As, reorganizations, divestments, multiple GAAP, currency exposures etc and we feel Business Objects Financial Consolidation is a great addition to our portfolio for complex consolidations.

For all existing consolidations customers, their investments are safe as follows:SEM-BCS we will continue maintenance as per 5-1-2 policies, planned enhancement packs through 2008, and any legal enhancements through 2013. Customer investments in SEM-BCS are safe.SAP Business Planning and Consolidation (OutlookSoft) and BusinessObjects Financial Consolidation (Cartesis) we will continue to maintain and enhance BOTH those two products in the near-term. In EPM 8.0 (Q4 2009), we will seek to unify the two products, for example, by unifying the OutlookSoft-style UI on top of the Cartesis-style engine. Customer investments in either of those products are safe.FPM 8.0 will be our next-generation unified suite in Q4 2009. We will provide customers tools and services to make the migration from any of the above three consolidations products to FPM 8, if they chose to migrate, as non-disruptive as possible. If they dont choose to upgrade, they will be supported as per the standard 5-1-2 policies.

In any category, if the customer decides to migrate to the successor product, we will provide a license credit for the product they own, toward the license of the successor product. (Sales Mgmt can go beyond a credit to a full swap at their discretion). In all cases, investments are safe as per the appropriate support / maintenance policy.

Date**Most organizations have multiple data sources that are required for the consolidation/planning processes. This data may reside in ERP, CRM, or other legacy systems. In addition to these structured data sources, there is also typically a variety of unstructured data in the form of email communications, Word documents, Excel files, and PowerPoint presentations. Traditionally, vendors have approached Business Planning & Consolidations by offering multiple tools or suites. Each process has a separate data store and separate application functionality. Unfortunately, the structured & unstructured data requirements are often similar for each of these suites , causing the data to have to be loaded into each application. In addition, the planning process often requires actual information for comparisons. We also need both information for actual vs. budget reporting. Unfortunately, this means we often have to not only load data into multiple systems, we also need to transfer data between the separate modules. This has multiple impacts:Maintenance nightmareMultiple version of the truthNot real-time (batch processed to move data around) CONFUSION for the end-users (multiple products with there own user interface for specific usage) Date*

We have chosen to support three consolidations products in the immediate term. We conducted an extensive deep dive product review of all three products and believe each of them has rich functionality for different consolidation scenarios. Until we are able to bring together and combine the rich functionality of all three into one product we want to ensure our customers can continue to maintain the benefit they get from the consolidation product they have implemented to best address their needs. We see ourselves as the first vendor in the market to offer consolidations for all scenarios whether it be financial or management reporting, corporate versus departmental or regional specific requirements.

SAP has a unified planning and consolidation solution today with Business Planning and Consolidation, and will in the future. In the future, Business Objects Financial Consolidation intersects with Business Planning and Consolidation to provide a single consolidation engine leveraging the strong engine capabilities of BusinessObjects Financial Consolidation with the unprecedented usability of Business Planning and Consolidation. BCS will also gain the benefit of the usability of Business Planning and Consolidation.

Business Objects Financial Consolidation has richer functionality for statutory reporting and support of XBRL. We know Finance has growing business complexity which including dealing with M&As, reorganizations, divestments, multiple GAAP, currency exposures etc and we feel Business Objects Financial Consolidation is a great addition to our portfolio for complex consolidations.

For all existing consolidations customers, their investments are safe as follows:SEM-BCS we will continue maintenance as per 5-1-2 policies, planned enhancement packs through 2008, and any legal enhancements through 2013. Customer investments in SEM-BCS are safe.SAP Business Planning and Consolidation (OutlookSoft) and BusinessObjects Financial Consolidation (Cartesis) we will continue to maintain and enhance BOTH those two products in the near-term. In EPM 8.0 (Q4 2009), we will seek to unify the two products, for example, by unifying the OutlookSoft-style UI on top of the Cartesis-style engine. Customer investments in either of those products are safe.FPM 8.0 will be our next-generation unified suite in Q4 2009. We will provide customers tools and services to make the migration from any of the above three consolidations products to FPM 8, if they chose to migrate, as non-disruptive as possible. If they dont choose to upgrade, they will be supported as per the standard 5-1-2 policies.

In any category, if the customer decides to migrate to the successor product, we will provide a license credit for the product they own, toward the license of the successor product. (Sales Mgmt can go beyond a credit to a full swap at their discretion). In all cases, investments are safe as per the appropriate support / maintenance policy.

***Most organizations have multiple data sources that are required for the consolidation/planning processes. This data may reside in ERP, CRM, or other legacy systems. In addition to these structured data sources, there is also typically a variety of unstructured data in the form of email communications, Word documents, Excel files, and PowerPoint presentations. Traditionally, vendors have approached Business Planning & Consolidations by offering multiple tools or suites. Each process has a separate data store and separate application functionality. Unfortunately, the structured & unstructured data requirements are often similar for each of these suites , causing the data to have to be loaded into each application. In addition, the planning process often requires actual information for comparisons. We also need both information for actual vs. budget reporting. Unfortunately, this means we often have to not only load data into multiple systems, we also need to transfer data between the separate modules. This has multiple impacts:Maintenance nightmareMultiple version of the truthNot real-time (batch processed to move data around) CONFUSION for the end-users (multiple products with there own user interface for specific usage) *********