BPC CustomerFacingPres NW 1nAb

CONFIDENTIAL

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver Streamlined planning, budgeting, forecasting and fast, accurate close

Department/Board Area/TeamMay 2011

Confidential

© 2011 SAP AG. All rights reserved. 2Confidential

Agenda

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver and the problem it solves

Benefits to customers using SAP BusinessObjects Planning and Consolidation , version for SAP NetWeaver

SAP BusinessObjects Planning and Consolidation , version for SAP NetWeaver overview

Summary

Supporting slides


Business Analytics Solutions from SAPMost complete offering

Strategy Management

Planning, Budgeting, and

Forecasting

Profitability and Cost Management

Financial Consolidation

Enterprise Performance Management

Disclosure Management

Enterprise Data Warehousing

Data Mart Solutions

High-performance Analytic Solutions

Data Warehousing

Reporting and Analysis

Dashboards and Visualization

Data Exploration Mobile

BI Platform

Business Intelligence

Enterprise GRC Access Risk Management

Global Trade Services

Continuous Transaction Monitoring

Governance, Risk,and Compliance

Data Services

Master Data Management

Event Processing

Content Management

Enterprise Information Management

Information Governance

Analytic Applications

By LoBService, Sales, and Marketing

ProcurementSupply Chain

FinanceSustainability

IT, HR, and more…

By IndustryFinancial Services

Public Sector and Healthcare Manufacturing

Consumer ProductsRetail and Telco

Utilities and more….


Better Control Performance

Understand how your strategies will be impacted by risk and adjust plans and expectations accordingly

Reduce costs and increase working capital by closelymonitoring and understanding company spending

Increase profitability by gaining insight into your best and worst customers, channels and products

Increase Organizational Agility

Improve the quality and speed of decisions by closingyour books faster and more accurately

Create what-if scenarios and plan versions so youcan compare alternatives and act with confidence

Understand the impact of changes so you can align operational capacity and support functions with demand

Greater Context for Decision Making

Empower every stakeholder to communicate, collaborate and execute on a defined plan of action in context and real-time

SAP® BusinessObjects™ Enterprise Performance Management Solutions

Improved Effectiveness and Performance Control

Strategy ManagementPlanning

ConsolidationProfitability andCost Management

Spend PerformanceManagement

Supply Chain Performance Management

Strategize &Prioritize

Plan &Execute

Model &Optimize

Monitor& Analyze

FOCUS FOR TODAY’S PRESENTATION:

SAP BusinessObjects Planning and Consolidation


Plan and execute; Monitor and analyzeC

om

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ate

Co

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An

aly

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ep

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Collaboratively create plans and forecasts according to corporate guidelines

Communicate top-down targets, timelines, and guidelines

Consolidate and model multiple scenarios

Report and distribute plans and analyze variances to drive re-forecasts

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver and the problem it solves


The CFO’s Challenges

Lack of trust indata and reporting

Lack of trust indata and reporting Multiple & lengthy financial

performance management cycles

Multiple & lengthy financial performance management

cyclesLack of financial and

operational predictabilityLack of financial and

operational predictability

Lack of alignment between strategy and day-to-day operations

Lack of alignment between strategy and day-to-day operations

Disparate data in tools from multiple

vendors

Disparate data in tools from multiple

vendors

Lack of accountability

Lack of accountability

Coping with a compliance marathonCoping with a compliance marathon

Outperform competitors’ costs and margins

Outperform competitors’ costs and margins

Mitigate riskMitigate risk

Retaining the right finance talent

Retaining the right finance talent

How to be the strategic advisor

to the business

How to be the strategic advisor

to the business


Planning and consolidation goals

Align financial and operational plans with strategic objectives and goals

Improve planning accuracy and associated costs

Reduce budget cycle time

Spend more time on analysis and less time on transactional work

Quickly model potential business strategies and decide on a course of action that maximizes value creation

Have confidence in financial results and reports


The challenge is…

Data - accuracy and predictability● Historical data in multiple systems and

spreadsheets - no central, data store

Process – efficiency and standards● No linkage and enforcement with standard

business processes● Budgeting process takes too long and is error

prone

Execution - usability and adaptability● Existing planning products are difficult to use

and inflexible – designed for power users● Too much dependency on IT for business

specific tasks

Companies typically realize only about 60% of their strategy’s potential value because of defects and breakdowns in planning and execution.”

Source: Harvard Business Review

“


Compounded by…

The dynamic regulatory landscape● IFRS● EU Accounts Modernization Directive● Sarbanes-Oxley Act (SOX)

Requirement for faster reporting● Section 409 of SOX for material events● Accelerated SEC 10K/10Q filing deadlines

Need for greater accuracy● Section 302 of SOX management certification● Section 404 of SOX audited reporting of

internal controls

SOX-related close and audit takes longer● 52% of the 100 largest US corporations added an

average of 5 days to close times over last 5 years● 71% of companies surveyed added an average of 19

days to their audit sign-off period over the last 5 years


Why invest in an agile planning solution?

Firms enjoying best-in-class performance share several common characteristics*●96% of best-in-class companies are able to track actual performance against budget●82% of best-in-class companies have the ability to reforecast as market conditions change●75% of best-in-class companies have established enterprise-wide collaboration from the top-down and bottom-up during the planning process●70% of best-in-class companies have the visibility that allows them to drill down to successive level of detail and 60% have the ability to perform multi-dimensional roll-ups●34% of best-in-class companies are more likely to enable the budgeting process with technology

Anticipated ROI of 50% to 150%, and 6- to 12- month payback. Can reduce the duration of the planning cycle by 30% to 90%, and reduce the cost by 25% to 75%.”

Source: 2009 Gartner-Financial Executives International Technology Survey

“

*Source: Financial Planning, Budgeting, and Forecasting in the New Economy. Aberdeen Group. March 2011


Continuous planning – from “nice to have” to necessity

Increased economic uncertainty - throw your annual budget out the window

● What if the cost of fuel is a key cost driver of your business?

● What if the price of crude oil is a key revenue driver of your business/state?

Continuous planning and rolling forecasts required to quickly adapt to dynamic economic conditions

● What are new opportunities and risks?● How will these impact our targets?● What action do we take and what is the

potential impact?

Benefits to customers using SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver


We are replacing our legacy system (Hyperion Enterprise) with a single interface for planning and reporting [SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver] - Fortune 500 Food Consumer Product Company

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver provides much flexibility for creating ad-hoc master data – Global 500 Food Consumer Product Company

Proven experience in improving financial performance

“We successfully implemented a Budget Appset for 450+ users” – Global energy production and management company

Excel as the front-end was a huge hit with our users – Global 500 Food Consumer Product Company


SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaverPerformance and scalability

WinterCorp, the leading independent consulting firm specializing in the performance and scalability of today’s largest data management systems, reviewed and monitored tests performed by SAP on a typical configuration

Testing involved a simulated high-workload use of SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver for planning, consolidation, and combined planning and consolidation scenarios for 50, 250, and 500 concurrent users

Highlights of WinterCorp’s findings include: The tests established that the configuration specified exhibited better than linear scalability in processor

consumption as the number of concurrent users increased from 50 to 500 Scalability from 50 to 500 concurrent users in key sub processes was better than linear on average in

all scenarios SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver demonstrated a high

degree of predictability in its performance Average response times, in all cases where the end user awaits a response (ex. reports and currency

conversion), appeared satisfactory to excellent even in the 500-user case

WinterCorp concludes that SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver, when properly configured and running with appropriate hardware capacity, can provide scalable business planning and consolidation support for at least 500 concurrent users in highly complex organizations


In the news

CONFIDENTIAL

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver overview

Finance Audience


SAP BusinessObjects Planning and Consolidation, version for SAP Netweaver

Familiar and easy to use●Increase user adoption with a solution that leverages native Microsoft Office tools (e.g. Excel) and web browsers

Process-centric●Guide users and drive process consistency with configurable business process flows

Unified●Save time and reduce errors with a single, integrated solution for planning and consolidation

Familiar and easy to use●Increase user adoption with a solution that leverages native Microsoft Office tools (e.g. Excel) and web browsers

Process-centric●Guide users and drive process consistency with configurable business process flows

Unified●Save time and reduce errors with a single, integrated solution for planning and consolidation

Streamlined planning and a faster, more compliant close


Familiar and easy to use

Familiar and easy to use interfaces reduce learning curve and increase adoption

Choice of Word, PowerPoint, web and Excel interfaces

Excel without “spreadsheet hell” - live access to central data repository creates a single version of truth, ensuring organizational alignment

Allows use of native Excel functions, formatting, and formula preservation, reducing training time and costs

Easy adoption of existing Excel templates as planning schedules



Context-sensitive intelligent action panes aid productivity

Guides activities and improves productivity

Helps users know “what” to do “when”, “why” and “how”

Facilitates collaboration with built-in discussion threads and unstructured data sharing



Business User ResponsibilityApplication Security Users Roles Privileges

Hierarchies and Roll UpsReport TemplatesExcel, Word, PowerPoint TemplatesCreate and Modify Metrics and Measures

IT ResponsibilityHardware

Security and Authentication Users Roles Privileges

Data and Application Infrastructure Database Server Application Server OLAP Structure

Self-service financial reporting ensures any user can create information on the fly

Wizard-driven interfaces simplify content creation and administration processes

Setup by IT - owned and managed by business users


Process-centric

Customizable business process flows ensure consistency and minimize training

Step-by-step guidance through planning processes

Enforce policies and procedures - track process status and completion

Customizable to the specific needs of your organization


What is SAP BusinessObjects Planning and Consolidation Used for?

Financial reporting and analysis Ad hoc Variance analysis Driver analysis (industry, growth, capacity,

etc.)

Forecasting and consensus building Rolling forecasts Continuous planning Collaboration

Business planning Budgeting Sales/revenue planning Capital expenditure planning Headcount/staffing Expense planning Cash flow/liquidity planning

Consolidation Intercompany matching/reconciliation Intercompany eliminations Management roll-ups Legal consolidation

Unified planning and consolidation


Unified

Save time and reduce errors with a single, integrated application

Speed up the time to value with a single deployment for planning, budgeting, forecasting and consolidations (management and statutory)

Achieve a consistent user experience across planning and consolidation processes

Reduce the risk of errors by moving data between multiple financial applications


SAP BusinessObjects Disclosure Management

Speed and flexibility● Accelerate the generation of disclosure statements● Integrate data for a single view across the

organization● Optimize the close from source to digital disclosure

Collaboration● Assign disclosure responsibility to distributed teams● Automate integration and data flow● Designed for ownership by finance professionals

Compliance and control● In-house production of trusted financial statements● Support multiple financial and regulatory statements● Enable creation of XBRL-based statements

Reduce the time, risk and cost of regulatory disclosures

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver overview

IT Audience


SAP BusinessObjects Planning and Consolidation, version for SAP NetweaverStreamlined planning, budgeting, forecasting and fast close

Integrated●Leverage the same SAP NetWeaver system that drives your data warehouse

Aligned●Stay aligned with your SAP standardization strategy

Lower maintenance●Spend less time and resources integrating and maintaining business user applications

Integrated●Leverage the same SAP NetWeaver system that drives your data warehouse

Aligned●Stay aligned with your SAP standardization strategy

Lower maintenance●Spend less time and resources integrating and maintaining business user applications

Architecture

SAP BusinessObjects Planning and Consolidation ClientsSAP BusinessObjects Planning and Consolidation Clients

SAP NetWeaver BW (ABAP Application Server)SAP NetWeaver BW (ABAP Application Server)

DatabaseDatabase In-Memory (optional)

In-Memory (optional)

Admin (Thin)

Admin (Thin)

Microsoft Office Clients

Microsoft Office Clients

Web(Thin)Web

(Thin) OtherOther

Rest Web ServicesRest Web Services

Relational Database(Any that SAP NetWeaver Supports)Relational Database(Any that SAP NetWeaver Supports)

Application LogicApplication Logic SAP NetWeaver BW OLAP EngineSAP NetWeaver

BW OLAP Engine

File Storage

File Storage

SAP NetWeaver BW AcceleratorSAP NetWeaver BW Accelerator

MDX

SQL

HTTP / REST


Integrated

Platform Components

SAP NetWeaver BW (Platform)SAP NetWeaver BW (Platform)

ABAP Data Dictionary / Admin-DW WorkbenchABAP Data Dictionary / Admin-DW Workbench

Process Chains / Data FlowProcess Chains / Data Flow

NetWeaver OLAP EngineNetWeaver OLAP Engine

Web Application ServerWeb Application Server

SAP NetWeaver BW Accelerator

Leverage your SAP NetWeaver technology platform

Take advantage of a single BW system for data warehousing and planning purposes

Alleviate the need to flatten data and recreate hierarchies in a 3rd party OLAP server

Leverage the stability of the SAP NetWeaver platform and utilize the BW Accelerator for faster query performance


Aligned

SAP NetWeaver BW Objects

SAP BusinessObjects Enterprise Performance

Management

Strategy Management

Planning, Budgeting and Forecasting

Profitability andCost Management

Consolidation

Disclosure Management

Align with your SAP standardization strategy

Map to your existing data model (enterprise data warehouse)

Stay on your “why not SAP” roadmap strategy

Lower investment risk by strategically aligning with SAP’s Enterprise Performance Management roadmap and vision


Lower maintenance

IT set up and configuration

IT maintenance (including reporting)

End user self-service (including reporting)

Reduced Maintenance Time and Costs


Spend less time and resources maintaining business applications

Leverage existing NW database, hardware, and skill sets (ex ABAP)

Eliminate the need to integrate separate planning and consolidation applications

Free up time to spend on more value-add projects while business users own and maintain their own applications

Summary


Summary

Whether you are a C-level executive or manager, you can streamline the planning, budgeting and forecasting process in addition to generating statutory, regulatory and management reports with accuracy, speed and confidence

Most importantly, everyone involved, from senior executives to the line of business budget owners, can collaborate and agree upon a mutual plan to achieve execution excellence

The budgeting process can be streamlined and cycle time reduced by adhering to standard business processes, enabling collaboration and providing forward looking plans

Business users increase productivity with an intuitive web interface and familiar office tools such as Excel, running against a single data source. Intelligent Action Panes guide users on the tasks they can perform at any given moment and Business Process Flows ensure standards are adhered to

IT backlog and time spent managing applications is reduced as the solution enables business users to own and maintain their own environment

Executives can minimize business and compliance risk by having a fast, accurate close process that is fully audited and management reports that operate from a single version of the truth



Operational Tasks

Bu

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Pro

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Strategic Planning

Budgeting

Periodic Close

Forecasting

Performance Measurement

Com

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Col

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Con

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Ana

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Rep

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Dis

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● Supports top-down and bottom up planning leading to timely, more accurate plans that are aligned with strategic goals

● Facilitates collaborative planning across all functions for more accurate budgets

● Enables continuous planning and rolling forecasts to meet rapidly changing business conditions and reduce budget cycle time

● Automates the consolidation process, meeting all financial reporting requirements with a complete audit trail for a fast, accurate close

Streamlines planning and automates consolidation


For more information:See SAP.com

White papers● Driving Financial Performance in Turbulent Times with

Agile Planning and Forecasting: The View from the Financial Services Industry

● Building a Best-Run Finance Organization ● Accelerating the Financial Close: CFOs' Insights into the

Benefits of High-Quality Close ● Optimizing the transition to IFRS

Demo●Planning and Consolidation

Solution briefs● SAP BusinessObjects Planning and Consolidation, version

for SAP NetWeaver● Financial information management● Peer-to-peer intercompany reconciliation● Disclosure Management● Accelerating the financial closing process● Optimizing the Transition to IFRS

Customer case studies● Beckman Coulter Inc● CKE Restaurants

Thank You!

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