Project preparation_ Scoping

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SEM Projekt - Projektname

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Questionnaire.E.DOC

Created by SAP CANADA 03/05/2007 Page 1 of 13 2002 SAP AG

Scoping Questionnaire SEM-BPS

General Information:

In attempting to determine the timeframe and resources required to support the implementation of SEM-BPS, anevaluation of the requirements and the corresponding complexity of the project is normally required. Set outbelow is a list of questions intended to assist in the assessment the project requirements. In addition guidelines toassist in determination of the corresponding complexity of the project have also been provided.Each and every project must be reviewed and evaluated based upon its own unique requirements. Accordingly, itis not possible to provide defined rules for time determination. As a general guideline however (based onexperiences to date) the following represent a starting point for the estimation of time to implement SEM-BPSbased upon project complexity.

Low Complexity Project: Implementation timeframe 3 4 Months.Moderately Complex Project: Implementation timeframe 4 8 Months.High Complexity Project: Implementation Timeframe 6 12 Months.

With respect to individual resources required to support implementation, please refer to the documentation onTeam Roles.

Scoping Questions Response LowerComplexity

ModerateComplexity

HigherComplexity

To what extent does the CompanyCurrently use SAP R/3 (whichmodules) and which release?

Currentlyusing R/3 ina significantportion oftheorganisation, in areas,which willbe, sourcesfor MasterandTransactional Data (i.e.Actuals)subsequently used inplanning.

Currentlyusing SAPR/3 so havein-house SAPknowledge.Not howeverusing R/3 inall operations(other sourcesystems).Current use ofSAP R/3 doesnotnecessarilyprovide forthe sourcingof all MasterData andTransactionaldata, whichwill berequired inplanning.

Currently notusing R/3.Actual andMaster Datamust all besourcedexternally.Little or no in-house SAPKnowledge

Does the Company have SAP-BWinstalled and if so which version? For

Significantamounts of

The Customeris currently

Customer iscurrently not


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what purpose is the BW currently

being used? Is there existing contentwithin the Business Warehouse,which would potentially be utilised inthe Planning Process (i.e. ActualData / Master and Meta-Data)?

transactiona

l and Masterdatarequired forplanningpurposesalreadyexist withinthe SAPBusinessWarehouseEnvironment

utilising the

SAP BW sohas in-houseBWknowledgeand expertise.Contenthowever maynot yet extendtoMaster/MetaandTransactional

data requiredfor Planningpurposes.

using SAP

BW.

What is the proposed time frame forimplementation? Are there otherprojects running concurrently whichmay compete for resources or uponwhich BPS will be dependent?

Realistic inlight ofscope offunctionalityto beimplemented. Lowdependencyon other

projects andresourcingconflictsunlikely toarise

Time frame isvery tight,dependencieson otherprojects doexist, somepotentialresourceconflicts

Extremelyaggressivetimeframe,highdependencyon successfulcompletion ofother projects,significant

competition forresourceslikely to exist.

What are the Customersexpectations/abilities to provide inhouse support for implementation?IE What resources can the Customercommit to the project?

Customerwill provideas muchinternalresourcingas possibleboth from

thebusinessside andtechnicalresourcing.SAPknowledge(in particularBW, basisand

Customer haslimitations onability tosupport theproject. Mayneed to relyon external

consultingresources tosupport roles,which wouldotherwise behandled inhouse.Limited in-house SAPknowledge.

Severelimitations oncustomersability toprovideresources,high

dependenceon externalconsultants/contractors. Littleor no in houseSAP expertise.


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authorisatio

ns exists inhouse).

Is the intent to develop a globaltemplate for rollout across theorganisation?

Not a globaldesign.

GlobalDesign,processescan largely becommonised,low resistancetocommonisedprocessesacross

businessunits.

Global designintended tosupportmultiplealternateprocesses,high resistancewithin businessunits toadopting

standard/commonprocesses.Highly de-centralisedautonomousbusiness units.

For which Business Units willplanning be implemented? If knownwhat is the planned rollout strategyand which units would be included inthe initial phase of Implementation?

LimitedBusinessUnits ininitial phase,common

processes,highlycentralised

Numerousbusiness unitsin initial phasewith varyingprocesses to

be supported.Businessunits are indispersedlocations

Big Bangapproach withsupport formultipleprocesses.

Business Unitsare widelydispersed.

What planning products are currentlyin use today?

Existingplanningtools usedwith definedbusinessmodels.Interfaces

from sourcesystemsalreadyexist

No formalplanning toolsin place.CommonSpreadsheetbasedtemplates are

howevercurrentlyutilised widelyacross thebusiness.

No planningtools in placebeyond locallydevelopedspreadsheets.Limited / nouse of std.

Templates orbusinessmodels

Are there currently any identifiedrisks, which could potentially impactthe ultimate success of the project?Examples might include otherconcurrent projects with higher

Stableenvironment.

Highlyunstablebusinessenvironment,lack of


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priorities, acquisitions currently in

process which may result in adjustedpriorities, lack of experiencedbusiness resources to commit to theproject etc.

experienced

businessresources,high turnoveretc.

What are the key business benefitsto be achieved and expectations ofthe project?

Expectations inalignmentwithtimeline,resourcingand budget.Standard

functionalitywill meetexpectations

Somemanagementof end-userexpectationswill berequired.Limitedcustom

developmentmay berequired tosupplementstd.functionality

All expectedbenefits mustbe delivered.Significantcustomdevelopment,integration ofother

componentssuch asportals,complex BWreporting etc.required inorder to meetexpectations.

Who is the owner/initiator of theProject

Project isbeing drivenby theultimate

end-users.

Project isbeing drivenby one groupwithin the

organisationbut with theagreement/participation ofthe ultimateend-users

Other groupswithin theorganisationare driving

project.Resistance tochange can beexpected fromend-users.

What are the end-user trainingrequirements and does responsibilityfor end-user training lie with theproject team.

LimitedNumber ofusers.Trainingprimarilyhandled via

hands-ontraining andknowledgetransfer.PowerUsers willexist withinthe end-userorganisation

Traininginvolves notonly hands ontraining andknowledgetransfer but

moreformalisedprocessesincludingsignificantdocumentation. Larger userbase fortrainingpotentially in

Detailedformalisedtraining, WEBbasedsessions,detailed

documentationetc to becreated. Largewidelydispersed userbase to betrained andsupported.


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. Training

can beperformedcentrally.

multiple

locations.

Does the Company have pre-defineddocumentation standards, projectmethodologies etc. which it alreadyemploys?

Standards,methodologies etc.already inplace.

No standardsormethodologiescurrently existor are in useby theCompany.

Please provide an overview of theOrganisational structure of the

Company, in those areas whereplanning is to be implemented.

N/A N/A N/A


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Details related to Specific Planning Processes:Set out below are a listing of questions intended to assist in the definition of the requirements and correspondingcomplexity of the project for the actual Planning Processes themselves.In order to assist in evaluating the complexity of implementation, based on the defined requirements, the followingguidelines may be useful in evaluating the potential complexity:

Low Complexity Project: Conditions indicative of a Low Complexity Project.

1. The SEM-BPS project is a supplement to an existing BW implementation where significant contentmay already exist (I.E. Master Data and transactional data, such as actuals, which are used inplanning.

2. The scope of implementation is fairly limited (i.e. one or two types of planning processes need to besupported).

3. Planning functions are fairly basic in nature (standard formula calculations, currency translation,allocation, copy etc.). Highly complex business models and/or algorithms are not utilised.

4. A primary intent of the current phase of implementation is to try and centralize an otherwise de-centralised process (i.e. eliminate an environment which is highly dependent on widely dispersedspreadsheets).

5. Planning does not entail very large data volumes (i.e. 1,000,000s of planning records).6. Access authorisations are required but the level of complexity would be evaluated as low.7. Limited User Base (< 100)8. No or limited status and tracking is required.9. Limited or no retraction of data is required.

10. Reporting is simply an extension of existing BW reporting or a limited number of basic plan/actual typequeries need to be made available to users.

11. In-house SAP skills exist, in particular in the areas of Business Warehouse, Basis and Authorisations.

Moderately Complex Project: Conditions indicative of a Moderately Complex Project.

1. An existing BW implementation exists, however content required for BPS does not currently existwithin the BW environment.

2. A significant amount of extraction and potential retraction of data to R/3 or significant external datasourcing is going to be required

3. The scope of implementation involves multiple planning processes / applications.4. In addition to support for basic Planning functions more complex business models will also need to be

created and supported.5. A Global design and rollout of planning is required.6. Planning will entail the need to process large data volumes.7. Large User Base (100+)8. Access authorisations are required with a significant degree of complexity (i.e. restriction by one or

more characteristics in addition to purely BW based).9. Implementation of Status and tracking is required.10. Significant additional reporting required to support the BPS implementation.11. In-house SAP skills exist, in particular in the areas of Business Warehouse, Basis and Authorisations.


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Highly Complex Project: Conditions indicative of a Moderately Complex Project.

1. No existing BW environment exists. SAP BW is being implemented for the first time in order to supportthe Planning Implementation.

2. A significant amount of extraction and potential retraction of data to R/3 in addition to significantexternal data sourcing is going to be required

3. The scope of implementation involves numerous planning processes / applications which need to befully integrated.

4. Highly complex business models and complex algorithms need to be supported. Standard planningfunctions may not fully support these models; therefore custom user exit functions may need to bedeveloped.

5. Standard delivered planning interfaces do not meet all of the Customers requirements, accordinglyfurther Custom development using the Application Programming Interface are going to be required.

6. Very large data volumes will need to be supported.7. A large widely dispersed User Base will exist (i.e. 500+ Users)8. Access authorisations are required with complex security restrictions (i.e. restriction based on multiple

characteristic combinations).9. Multiple / alternate Status and tracking monitors are required.10. Highly complex reporting requirements.11. Need for a large number of Fixed Format Published Quality reports. 12. Very limited in-house SAP skills exist, in particular in the areas of Business Warehouse, Basis and

Authorisations.


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Questions related to Specific Planning Processes:

1. What specific planning processes will the Company be utilising BPS for:

Planning Type ResponseCost Centre PlanningLabour Cost PlanningSales and Profitability PlanningProduct Cost PlanningCapital/Investment Planning

Financial Statement Planning (B/S, I/S, CashFlow)

2. Are all of these components within the current phase of implementation?

3. For each primary type of planning to be supported please provide a high level overview/documentation onthe current budget/planning process, highlighting any desired changes to the current process. Pleaseindicate which portions of the planning cycle you would be performed within SEM-BPS.

4. For each primary type of planning to be performed please complete the following.

MASTER DATA RESPONSE

What are the key characteristics or dimensions bywhich planning will be performed?Approximately how many characteristic valueswould exist for each of these keydimensions/characteristics (i.e. Number ofaccounts, cost centres, product masters etc.)?What is the source for Master Data and Meta-Data(i.e. Hierarchies) for these characteristics?What is the planning period (annual, monthly,weekly etc.)?


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How many different plan/budget versions are

created by the Company and what is the purpose ofeach?

DATA SOURCES RESPONSEWhat source data is required to support theplanning process (i.e. Actual results)?Where would this data be sourced?Does an existing interface currently exist to extract

this information from the source system?Can this data be obtained via the use of SAP BWData Extraction from R/3?

DATA INPUT RESPONSEHow do users currently input / process plan data?Are input templates/models available for analysis?How many different data input templates/modelscurrently exist?What changes to the input process would you like tosee?Is WEB enabled input of data a requirement?

Approximately how many users currently provideinput into the planning process? How many usersare expected subsequent to introduction of the newsystem?Where Excel templates/models are currently used,would the intent be to integrate these models intothe core BPS functionality or alternately to maintainthe existing Excel spreadsheets and link to SEM-BPS?Are centralised templates to be developed or willdifferent users within the organisation require theability to create their own locally.


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5. Authorisation and Control

Is control over access to either plan and/or report on data required? If so by what key characteristicsshould access be controlled?

Do multiple levels of access need to exist? If so please define at what levels?

6. Status and Tracking

Is there a requirement to implement Control over the planning process?- For purposes of monitoring and communicating the current Status?- From an Approval perspective?

PLANNING FUNCTIONS RESPONSEFor each type of planning to be performed pleaseindicate which of the following need to be supported.Top-down planning (I.E. Target Setting)Bottom-up PlanningDecentralised PlanningCentralised PlanningCollaborative PlanningTop-down distributionAllocation (e. g. capital, headcount)BudgetingTarget setting

Bottom-up aggregationCopyRepost (Restatement/Realignment)DeleteRevaluationForecastUnit conversionCurrency conversionNet Present Value CalculationsInternal Rate of Return CalculationsDepreciation


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7. Outbound Interfaces

Are there other systems to which the data created in SEM-BPS needs to be passed?What information needs to be passed to these other systems?

8. Retraction of Plan Data to SAP R/3

Is there data, which is being created in SEM-BPS, which will need to be automatically transferred back(retracted) to the core SAP R/3 system?

Please define what data would need to be retracted.

9. Does the Company intend to utilise BPS to perform planning which will subsequently requireConsolidation as opposed to aggregation of data?Would BPS potentially be used for the purposes of creating plan detail at an individual unit level, whichwould then need to be consolidated, for comparison with actual results, on a Consolidated Basis?

10. Does the Company make use of highly complex algorithms or business models where it is felt that thecomplexity of these models may potentially not be supported by standard delivered SAP functions? Is soplease describe briefly the calculations involved.

11. Reporting.


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What are the key types of reports, which need to be generated from the Planning system, and

approximately how many different reports would need to be generated?

Please provide examples where possible.

Is OLAP (multi-dimensional on-line analytical) reporting new to the Customer or do they have similarproducts in-house today?

Is WEB based reporting required?


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12. Quantity related Data.

SEM-BPS EstimatedNumber

CommentsUsers PlanningUsers ReportingMaster Data by Key Characteristics (i.e. Acct,C.Ctr., Customer, Product Etc.

Characteristic 1

Characteristic 2Characteristic 3Characteristic 4

Planning PeriodsNumber of Plan VersionsNumber of Years for which Historical Data isRequired

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