SAP Enterprise Performance Management Practice

December 2017

01 Deloitte’s SAP EPM Practice

Deloitte’s SAP Enterprise Performance Management (EPM) practice bridges the gap between Finance and Technology functions to deliver solutions that are business-focused and technology-enabled. We leverage demonstrated methodologies and accelerators to implement technology and process-based solutions designed to improve an organization’s performance management capabilities.

Our Enterprise Performance Management professionals have deep technical knowledge coupled with strong functional understanding of the accounting and financial planning process across multiple industries. We're committed to delivering integrated services with a focus on value and quality.

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Deloitte’s SAP Enterprise Performance Management Practice

Management Reporting and Analysis Strategy, standardization and development of

financial and management reporting solutions.

Budgeting, Forecasting and Planning An integrated forecast and budget process including driver-based models linked to performance targets

Activity and Value Based Management Tools to help align a company’s goals and decision making with key drivers of value.

Financial Consolidation Streamlining the consolidation of financial results

Performance Dashboards Visual presentation of KPIs and metrics

presented to facilitate action.

Financial Performance Management Reporting and analyzing KPIs focused on

company strategy and value drivers.

Core Capabilities

Updated with number of EPM practitioners/projects

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Corporate Close & Consolidation Budgeting, Planning and Forecasting Predictive Analytics Management Reporting &

Analysis

Solutions

• Business Planning and Consolidation (BPC Standard)

• SAP Financial Consolidation (FC) • SAP Intercompany • SAP Disclosure Management • SAP Notes Management • SAP Financial Information

Management • SAP Financial Closing cockpit

• Strategy Management • Business Planning and

Consolidation (BPC Standard/Embedded)

• Cloud for Planning (C4P) • BPC Optimized for S/4 HANA

Finance • Profitability and Cost Management

• SAP Analytics • SAP Cloud for Analytics

• SAP BusinessObjects Analysis • SAP Lumira • SAP FIORI • SAP Crystal Reports • SAP BusinessObjects Web

Intelligence • SAP BusinessObjects

Dashboards

Business Drivers

• Reduce cycle time, close the books faster, and align your plans with strategic goals.

• Make better decisions based on what-if analysis and scenario planning.

• Ensure consistency across the enterprise with direct access to master data and actuals in S/4 HANA.

• Automate aggregations, allocations, and other manual processes for shorter planning cycles.

• Run what-if scenarios to identify quick course corrections

• Engage across finance and throughout the enterprise with Microsoft Excel, HTML5, and mobile interfaces.

Key Targets

• Seamlessly integrate data and master data from both SAP and non-SAP sources into your financial planning and consolidation.

• Harness the power of SAP HANA Enterprise Cloud to reduce costs and accelerate deployment of SAP Business Planning and Consolidation.

• Embeds social collaboration and analytics directly within on a native SAP HANA Cloud Platform (HCP).

• Easy to use solutions for reports, dashboards, predictive analytics, mobile apps, and other flexible BI platforms.

Composition of the EPM Capability The SAP EPM capability will have four sub-capabilities that will go to market with an integrated set of offerings for our clients.

• Integrating multiple source systems into standard data format - BPC, FIM, FC

• Support drill-through to underlying data structures/transaction detail - BPC

• Define global mapping definitions - BPC, FIM

• Integrating strategic plan process with planning and forecasting - BPC, C4P, IBP

• Implementing tools to support driver based planning - BPC, C4P, IBP

• Demand Plan - BPC, C4P, IBP • Operational Plan - BPC, C4P, IBP • Financial Plan - BPC, C4P, IBP

• Allocate manually or automatically with pre-configured parameters - BPC, C4P, IBP

• Includes top side adjustments to meet target goals - BPC, C4P, IBP

• Review and revise consolidated results - BPC, C4P, IBP

• Finalize changes and approve plan - BPC, C4P, IBP

• Links strategic targets to planning and forecast • Align the business to deliver on strategy plan

• Demand Plan • Operational Plan • Financial Plan

• Allocations • Top Sides

• Review • Revise • Approve

• Disparate source systems • Visibility into underlying data structures • Data Conversion

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EPM Capability: Planning & Forecasting

BPC – SAP Business Planning & Consolidation FIM – SAP Financial Information Management

FC – SAP Financial Consolidation C4P – SAP Cloud for Planning

IBP –BPC Optimized for S/4 HANA Finance Legend

Challenges/Objectives Solutions Process Step

Capture Data

Strategic Plans

& Targets

Create Plan

Analyze

Finalize

02 Methodology

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Methodology: Enterprise Value Delivery for SAP Leveraging experience from thousands of systems implementations across a myriad of industries, Deloitte has developed the Enterprise Value Delivery (EVD) for SAP methodology. EVD brings together leading principles from our clients, our consultants and the Project Management Body of Knowledge (PMBOK), while allowing us to customize each implementation at the industry, technology and client level.

Deloitte’s EVD methodology follows Project Management Institute (PMI) standards but also works to eliminate project risk and enhance project success:

What makes EVD different?

Structure / Comprehensive-ness

• EVD is prescriptive of the tasks and the order in which they should be executed. This is particularly applicable to Project Management, Organization Change Management, Value, and Tax

• EVD has 403 tasks from Project Preparation to Go-Live & Support Phase

Tools & Accelerators • EVD project management tools, such as PE&PS, SharePoint Powered by EVD, and PMC integrate with the method to manage project life cycle and guide team performance

Agile

• EVD supports the spectrum of agility which can vary based on the process and technology scope of the solution.

• EVD includes the Hybrid Agile approach to utilizing EVD for SAP which contains a robust set of enabling tasks to support Agile delivery

Technology Scope Coverage • EVD provides an implementation method which can be applied to all SAP solutions (such as SuccessFactors, CRM on HANA, IBP on HANA, etc.) as well as legacy integration

Standards • EVD Project Management content is aligned with the PMBOK from Project Management Institute (PMI).

03 Qualifications

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Global Finance Transformation Client Portfolio

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SAP EPM Client Portfolio

04 Awards

Our SAP Practice is World Class The Global SAP Practice, with more than 13,000 practitioners and21 Global Delivery Centers, has a strong regional footprint.

Global SAP Practice

Worldwide SAP practitioners

13,000+

Live SAP systems

worldwide

3,300+

SAP awards in past 3

years

26

Preconfigured, Industry-based

solutions

50+

Client satisfaction

rating

95%

Global alliance with SAP

since 1989

Tier 1

Global Presence

• Revenue: $693M • Percent of total: 28% • Growth: 7% • Headcount: 3,200

EMEA North America

• Revenue: $1.4B • Percent of total: 57% • Growth: 6% • Headcount: 4,800

• Revenue: $142M • Percent of total: 5% • Growth: 5% • Headcount: 1,600

Latin America APJ

• Revenue: $244M • Percent of total: 10% • Growth: 20% • Headcount: 3,600

• First consultancy to have led a client go-live with full S/4HANA Finance functionality

• More than 20 S/4HANA implementations • Collaborated with SAP in the development of

S/4HANA Enterprise Management

• Most mature preconfigured solution for S/4HANA platform in the marketplace

• Built a global S/4HANA Center of Expertise • 2000+ practitioners training and counting

S/4HANA Pioneer

Broad Capabilities

Supporting the emerging industry

dynamics and client needs

Industry specific SAP certified pre-

configured solutions

Application Maintenance Outsourcing and Hosting

Tax Strategies & Planning

Quality & Risk Management

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A leader in SAP Services Providers for Next-Gen SAP Products by Forrester A global leader in Cloud Consulting by ALM Intelligence A global leader in SAP Implementation by Gartner No. 1 – Financial Transformation Consulting Services by Kennedy

Leader – Business Technology Transformation by Forrester Inc.

2016 SAP Pinnacle Awards - SAP S/4 HANA Adoption Partner of the Year 2016 SAP North America Partner Excellence Award for SAP Success Factor Solution Services 2015 Partner Technical Quality Award 2015 SAP Pinnacle Award as the Quality Partner of the Year 2015 SAP North America Partner Excellence Award for Cloud Services

Over 13,000 global practitioners and over $2 Billion USD in SAP Worldwide Revenue

400+ EPM consultants with over 40% having relevant certifications (CPA, CFA, PMP, Technology) Highest level of SAP accreditation: Global Partner – Services

Deloitte is a charter member of the EPM Advisory Council and the Lighthouse Council

Our SAP Experience