How to Migrate from Your Integrated Planning Solution to SAP BusinessObjects

8/9/2019 How to Migrate from Your Integrated Planning Solution to SAP BusinessObjects

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© 2009 Wellesley Information Services. All rights reserved.



© 2009 Wellesley Information Services. All rights reserved.

If, When, and How to

Migrate from YourIntegrated PlanningSolution to SAPBusinessObjects Planningand Consolidation

Anna VladiLAZAR Consultants



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In This Session, We Will ...

• Introduce SAP BusinessObjects Planning and Consolidation application

• Discuss Corporate Performance Management (CPM)• Cover when it is an appropriate time strategically to migrate from the integr

planning features of SAP NetWeaver ® Business Intelligence (SAP NetWeaver BI) to SAP BusinessObjects Planning and Consolidation

• Compare side by side the planning and consolidation application and the

integration features of SAP NetWeaver BI• Cover in depth functionality of the planning and consolidation application• Discuss the SAP Roadmap for SAP BusinesObjects Planning and

Consolidation• Discuss the project scope and project plan• Talk about involving the Steering committee and what role it plays in contro

the project scope



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What We’ll Cover …

• Understanding SAP BusinessObjects Planning and Consolidatio

• Comparing SAP BusinessObjects Planning and Consolidationvs. Integrated Planning

• Taking and in depth look at the functions of SAP BusinessObjePlanning and Consolidation

• Exploring SAP BusinessObjects Planning and Consolidationfor Office

• Evaluating key migration considerations• Reviewing the SAP Roadmap• Wrap-up



What Is SAP BusinessObjects Planning and Consolidatio

• SAP BusinessObjects Planning and Consolidation, is a robust

planning and consolidation application that can meet all of youbudgeting, planning, consolidation, and reporting requirementsVersion for SAP NetWeaver Version for Microsoft platform

• The application supports the full array of top-down and bottomfinancial and operational planning needs

As well as consolidation processes necessary to ensure thesmoothest, most timely financial close possible

• It does this all through a single application!• As a result, you gain the confidence to meet increasingly

stringent regulations and reporting requirements across theglobe

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What is SAP BusinessObjects Planning and Consolidatio

• Typically, SAP BusinessObjects Planning and Consolidation

covers six key areasStrategy Management (strategic planning, initiatives, etc.)Budgeting/PlanningFinancial Close/Consolidation

ForecastingFinancial Reporting & AnalysisPerformance Reporting (profitability, dashboards, score cardsetc.)

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Benefits of SAP BusinessObjects Planning and Consolidation

• Planning that is traditionally done once a year • Many companies are moving to a rolling monthly/quarterly forecast• Often begins by setting top level targets and pushing down• Top-down process typically followed by intensive bottom-up process at a fa

low level of detailDetailed revenue planningDetailed headcount plan (employee level detail or higher)Detailed expense planDetailed capital expenditure planBalance sheet/cash flow plan

• Allocations/corporate adjustments

Various overhead allocations Adjustments to bring bottom-up plan in line with top-down targets• Consolidation/reporting

Consolidations, eliminations, etc.Distribute budget reporting package(s)

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The Keys to Evaluating SAP BusinessObjects Planning andConsolidation

• Almost always a Finance-led decision

• Ease of use• Ability to be maintained/managed by Finance• High user adoption• Short deployment timeframe• Ability to interface with multiple systems (G/L, data warehouse

(DW), legacy systems, etc.)• Fast consolidation time• Secondary concerns

In line with IT standards/strategies

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Financial Close/Consolidation

• Monthly/quarterly process• Regulated by standards dependent on country (GAAP, IFRS, etc.)• Disparate source systems (multiple G/Ls, DW, etc.)• Inter-company matching often comes first

Declaring activity with inter-company partnersMatching between partners to ensure balance

Elimination of inter-company balances• Site submissionData load from G/L (includes mapping into standard Chart of Accounts, eMay require manual input for some subsidiariesSupplemental information (roll forwards, headcount, etc.)

• ConsolidationComplex ownership and various consolidation methods Automatic eliminations and adjustmentsReporting and distribution

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Forecasting

• Typically summary level of information•

Often includes extensive assumptions/driver based models• Most companies moving to a rolling 12, 18, or 24 month forecast• Frequently included as part of quarterly guidance provided to analysts• Profit and Loss (P&L)

Consolidated or divisional level of detail (not usually cost centers)Largely handled by finance with less input from division managers

• Balance sheetDerived from P&L using drivers/assumptionsSome lines may include complex assumptions/forecasting methodologies

• Cash flowDerived from balance sheet and P&L using assumptionsOften the most important component of the forecast – Everything else donin support of the cash flow

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Performance Reporting

• Encompasses a wide variety of report ing needs•

Report books/packages• Crosses business processes (forecast vs. actual)• Extensive ad hoc requirements• Dashboarding and scorecarding• Where does SAP BusinessObjects Planning and Consolidation do well?

Ad hoc reportingBasic metrics management and reportingProduction report creation and distribution

• Where does SAP BusinessObjects Planning and Consolidation not do well?

Balanced scorecarding Activity Based Management (ABM)

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Areas of Consideration

• SAP BusinessObjects Planning and Consolidation provides:

User experienceSAP NetWeaver native integration

Many functions are code drivenMicrosoft Excel intensive existing processesMicrosoft Excel automationSAP ERP optimization

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Comparing SAP BusinessObjects Planning and Consolidationvs. Integrated Planning• Taking and in depth look at the functions of SAP BusinessObje

Planning and Consolidation

• Exploring SAP BusinessObjects Planning and Consolidationfor Office• Evaluating key migration considerations• Reviewing the SAP Roadmap

• Wrap-up



Let’s Compare …

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Application-based approachEngine-based approach

Integrated Planning with

SAP NetWeaver BI

SAP BusinessObjects Planningand Consolidation 7.0, version for

SAP NetWeaver

Data Warehouse-centric

Microsoft Excel-based analysis features

Owned and managed by IT

Standardized hierarchical planningprocesses managed by IT Unified planning and consolidation

Agile planning processes drivenby end users

Self-service-reporting and analysis with

complete Microsoft Office integration

Owned and managed by the Business



Architecture

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SAP BusinessObjectsPlanning and ConsolidationPlanning

Consolidation

Reporting

Integrated Planning withSAP NetWeaver BI



SAP BusinessObjects Planning and Consolidation User Experienc

• UnifiedNo integration between applications = Less cost ly implementationNo integration = Less costly, less time consuming maintenance

Simple administration = Finance-owned, saving IT $$ and time 15



Integrated Planning with SAP NetWeaver BI User Experi

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Too many layers



SAP BusinessObjects Planning and Consolidation — Training

• Leverage existing skill set (MSFT Office) = Lesstraining time and $$

• High user adoption = Increased ROI vs. productsthat quickly sit on the shelf

• Users spend time on analysis vs. time figuring ouhow to accomplish tasks in the application

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Integrated Planning with SAP NetWeaver BI — Training

• Proprietary knowledge cannot be obtained without specifictraining

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The Solution

• Business process, application, data, web services, and planning

all on the SAP NetWeaver platform

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and CPM• Comparing SAP BusinessObjects Planning and Consolidation

vs. integrated planning• Taking and in depth look at the functions of SAP BusinessObje

Planning and Consolidation• Exploring SAP BusinessObjects Planning and Consolidation

for Office• Evaluating key migration considerations

• Reviewing the SAP Roadmap• Wrap-up



Initiating A Budget Report

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Unification of tasks, activities, and results



Budget Report in Microsoft Excel

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Reports are developed in Microsoft Excel



Dashboards

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ActivitiesPanel

Web Interface



Regulatory

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Jumping to regulatory reports from the SAP

BusinessObjects Planning and Consolidation menu



Financials

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Exporting into MS Office is a native functionality



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What is SAP BusinessObjects Planning and Consolidation for Off

• SAP BusinessObjects Planning and Consolidation for Office combines the powof BPC with the rich functionality of Excel, Word, PowerPoint

With SAP BusinessObjects Planning and Consolidation for Office , the user has all the Microsoft funct ionality that everyoneis familiar withPlus your worksheets, documents, and slideshows that are linked directly to the application database

that houses your company’s reporting data

• SAP BusinessObjects Planning and Consolidation for Office allows users to cothe data, build, and distribute reports; perform real-time analysis; and publishreports in a variety of formats

Users can save reports disconnected from the database andtake reports completely offline and distribute them accordingto user access rights

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OTHER AVAILABLEINTERFACES

Underst nding SAP B sinessObjects Pl nning nd Consolid tion



Understanding SAP BusinessObjects Planning and Consolidation Microsoft Excel

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Understanding the Toolbars

• Data Manager toolbar

• Journal toolbar

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Creating Book Templates

• A book template is a pre-formatted worksheet used to create a book of reportsYou can start with the empty worksheet or an existing book template, and modify

to meet the needs of the information you want to publish• A sample book template, called Performance.xls, is provided with the sample

application set, ApShellPerformance.xls contains a section called TOC, which provides an index of thereports created by the Performance Reports sectionThe section called Performance Reports, by default, provides performance data foset of entities within a set time periodYou can edit the fields in the performance.xls workbook to create a new booktemplate.

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Creating Book Templates (cont.)

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Creating Book Templates (cont.)

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Starting SAP BusinessObjects Planning and Consolidation for Wo

• You start the application for Word from the BPC for Office laun

page• After starting the planning and consolidation application for W

you can start using it by making a selection from the action panYou can also use the BPC for Office toolbar to perform tasks

To start the application for Office, select SAPBusinessObjects Planning and Consolidation for Word fromthe SAP BusinessObjects Planning and Consolidation for Office launch page

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Starting SAP BusinessObjects Planning and Consolidation for



Starting SAP BusinessObjects Planning and Consolidation for PowerPoint

• You start the application for PowerPoint from the SAP

BusinessObjects Planning and Consolidation for Office launchpage• After starting the planning and consolidation application for

PowerPoint, you can start using it by making a selection from taction pane

You can also use the SAP BusinessObjects Planning andConsolidation for Office toolbar to perform tasks



SAP BusinessObjects Planning and Consolidation System Report

• SAP BusinessObjects Planning and Consolidation system repor

are predesigned Web reports that allow you to report on systeminformation and activity• You can report on

Activity audit information

SecurityCommentsData audit informationWork states

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Major Steps in Migration

• Evaluate your current environment

Business Planning and Simulation (SEM-BPS) for SAP BW 3Business Planning and Simulation (BW-BPS) for SAPNetWeaver BI 7.0Integrated Planning (IP) for SAP NetWeaver BI 7.0

• Confirm your patch levelsSAP NetWeaver BI SP16 enhancement packs 1 through 4Can SAP BusinessObjects Planning and Consolidationenhancement pack 1 exist with BPS for SAP NetWeaver BI 7.

• Install enhancement packsEnhancement pack 1 or 4

• Evaluate complexity of your planning models• Consider pilot planning development



Migration

• Question

When would you recommend SAP BusinessObjects Planningand Consolidation?• Answer DEPENDS where you start from

If you are on IP, then work in phasesWait for enhancement pack 4 instead of using enhancementpack 1If you are on SEM-BPS, migrate to BPS on the SAP NetWeave

BI 7.0 platform and then phase-out into SAP BusinessObjectsPlanning and Consolidation

It gets tricky if you are merging BPS 3.5 with BPS 7.0 andSAP BusinessObjects Planning and Consolidation

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Technical Tips

• If you are on IP, wait for enhancement pack 4•

If you are on SEM-BPS, move to BW-BPS on the SAP NetWeaveBI 7.0 platformDo not install enhancement pack 1

SAP BusinessObjects Planning and Consolidation withenhancement pack 1 and BPS cannot co-exist

Wait for enhancement pack 4, then move to the latest release oSAP BusinessObjects Planning and Consolidation

• If you are moving from SEM-BPS use a transport method even iyou are redesigning your cubes

It is always easier to change then recreateMake a copy of production and upgrade it to SAP NetWeavBI 7.0 before doing transports

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Project Plan/Scope/Steering Committee — Best Practices

• Evaluate your current “ as is” environment, document it if

necessary• Depending on how complex your planning environment is, star

phases• Have a project plan in place

• Use ASAP methodology• Make sure that you have a resource with experience in both area

of SAP NetWeaver BI/BPS/IP and SAP BusinessObjects Planninand Consolidation

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Project Plan/Scope/Steering Committee — Best Practices (cont.)

• Create milestones and deliverables

• Used phased-out approach• Consider the complexity of your planning models and function• Involve your business because in the end this is going to be the

environment

• Have controls in place to curb scope• Get support from project sponsors• Communication is the key

T ki hi P j i A Gl b l E i



Taking this Project into A Global Environment

• Create a template that will be rolled out later to other sites/countries

• Consider converting all sites to Unicode environmentSAP NetWeaver 7.0 is Unicode by default

• Get on the same platform

SAP NetWeaver 7.0 is recommended• Get on the same release, patch level

SAP NetWeaver 7.0 is recommended• Work in phases with proof of concept

Have the same implementation team assist with the other siimplementation

BI-IP to SAP BusinessObjects Planning and Consolidation



BI IP to SAP BusinessObjects Planning and ConsolidationMigration Steps

1. Migrate SAP NetWeaver BI Info Cubes to SAP BusinessObjectPlanning and Consolidation

2. Utilize business content3. Utilize the SAP BusinessObjects Planning and

Consolidation customizable templates

4. Use EVDRE for formatted reporting5. Build SAP BusinessObjects Planning and Consolidation securi6. Build the business flow7. Test

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BI-IP & SAP BusinessObjects Planning andConsolidation can run concurrently



D N t F t!



Do Not Forget!

• SAP BusinessObjects Planning and Consolidation has its ownsecurity

• Even though you are leveraging SAP NetWeaver technology andbusiness intelligence (BI) cubes, there are business processesthat surround the data before you query on it

• Training, though minimal, still needs to happen• SAP BusinessObjects Planning and Consolidation releases 7.1

(currently in ramp-up) is code driven

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L L d



Lessons Learned

• Consider and confirm the technical aspects such as

SAP BW/SAP NetWeaver BI releaseSAP BW/SAP NetWeaver BI patch levelCo-existence of enhancement packs of SAP BusinessObjectsPlanning and Consolidation and BPS/IP

• Develop in phasesGo through an exercise to determine what functionality will bmoved to SAP BusinessObjects Planning and Consolidationand what will stay in IP or BPS

Depending on complexity of you planning process andfunctions, it is better to leave complex activities in BPS/IP



G i g F d I t g t d Pl i g f SAP N tW



Going Forward — Integrated Planning for SAP NetWeav

• Integrated planning for SAP NetWeaver BI will receive further enhancements as a platform

A platform provides services such as locking, write-back, etcServices for aggregation levels, filters, etc., are availableToday, integrated planning for SAP NetWeaver BI provides U

servicesFor example, integration to BEx Analyzer and BEx Web Analyzer

All planning projects built on integrated planning for SAP

NetWeaver BI are custom development projects utilizing thesservicesImplementation is from the ground up

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Going For rd SAP B sinessObjects Pl nning nd Consolid t



Going Forward — SAP BusinessObjects Planning and Consolidat

• SAP BusinessObjects Planning and Consolidation, version for SAP NetWeav Already utilizes some of the features available in integrated planning for SNetWeaver BI

For example, concurrency lockingThere are no plans to use all features from integrated planning for SAPNetWeaver BI - only those that are relevant for the SAP BusinessObjectsPlanning and Consolidation, version for SAP NetWeaver

For example, no plans to introduce the services for aggregation levelsOther planning applications from SAP may utilize similar or differentservices from the integrated planning platform

For example, state and local government budgeting in North America a

merchandise assorted planning

Time Strategy



Time Strategy

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Time category Integrated Planning for SAPNetWeaver BI 7.0 Score SAP BusinessObjects Planning and

Consolidation 7.0Score

Effort for typicalinstallation

minor investment, slightly moresteps to be done minor investment

Duration ofimplementation

relatively high(compared to BPC) relatively low (compared to BI-IP)

Planned Go-Live date(customer) available today available with Ramp-Up mid of

September 2008

Maintenance cycle medium cycle times short cycle times

Support (applicationmanagement) IT or power user in biz dept. Mainly by biz. dept

Training effort foradministrator and users medium effort low in case of existing MS Excel

knowledge

Processing duration atdata input Fine excellent

What We’ll Cover



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What We ll Cover …

• Understanding SAP BusinessObjects Planning and Consolidatioand CPM

• Comparing SAP BusinessObjects Planning and Consolidationvs. integrated planning

• Taking and in depth look at the functions of SAP BusinessObjePlanning and Consolidation

• Exploring SAP BusinessObjects Planning and Consolidationfor Office

• Evaluating key migration considerations


Where Does This Leave You?



Where Does This Leave You?

• If you have already implemented integrated planning for SAP NetWeaver BIYour investment is safe

It will continue to be supported and developed as a planning framework in SAPNetWeaver BI• If you are planning to implement integrated planning for SAP NetWeaver BI

We recommend evaluating SAP BusinessObjects Planning and Consolidation firstFor implementations on SAP NetWeaver targeted for mid 2009 consider SAPBusinessObjects Planning and Consolidation 7.0, version for SAP NetWeaver

• Integrated planning for SAP NetWeaver BI may be considered in specific casesState and local government budgeting in North AmericaRetail for merchandise assortment planning

• All other customers should consider SAP BusinessObjects Planning and ConsolidatiThis is our chosen solution for planning, budgeting, and forecasting

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver already uses some of the services available in integrated planning for SAPNetWeaver BI

And will increasingly leverage relevant integrated planning features over thecourse of our roadmap

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Resources



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Resources

• http://help.sap.com/content/documentation/sbu/index_bu.htm

SAP Help has information on all releases of SAPBusinessObjects Planning and Consolidation• http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C4

A5B2E2BD32450CB2D1/frameset.htm

SAP BusinessObjects Planning and Consolidation ApplicatioHelpSAP BusinessObjects Planning and Consolidation for OfficeHelp

SAP BusinessObjects Planning and Consolidation SystemReports Help

7 Key Points to Take Home



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7 Key Points to Take Home

• If you are on SEM-BPS, do not move to integrated planning for SAP NetWeaver BI, instead go to BPS on SAP NetWeaver BI 7.0platform and then in phases go to SAP BusinessObjects Planninand Consolidation

• SAP BusinessObjects Planning and Consolidation implementatis much quicker in comparison to integrated planning for SAPNetWeaver BI

• Do not simply utilize any planning and consolidation resource,use an SAP BusinessObjects Planning and Consolidationresource

• SAP BusinessObjects Planning and Consolidation utilizesMicrosoft

Not a Microsoft look and feel, but actual Microsoft product

7 Key Points to Take Home (cont )



7 Key Points to Take Home (cont.)

• SAP BusinessObjects Planning and Consolidation is much morflexible than Integrated Planning for SAP NetWeaver BI

• SAP BusinessObjects Planning and Consolidation requires littletraining

• SAP BusinessObjects Planning and Consolidation is the future planning and consolidation

Your Turn!



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Your Turn!

How to contact me: Anna Vladi

[email protected]

Disclaimer



Disclaimer SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver ®, Duet ™, PartnerEdge, and other SAP products and services mentioned herein aswell as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. Allother product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP.

How to Migrate from Your Integrated Planning Solution to SAP BusinessObjects

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