5-2-16 - Simplified Financial Planning - Overview of The Options

Simplified Financial Planning Overview of the
Options Available Today

Pras Chatterjee, SAP EPM Product Marketing
May 2016
Public
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Public
Agenda
FP&A Priorities for Finance
FP&A Solutions from SAP

SAP Business Planning & Consolidation, version for the Microsoft platform
SAP Business Planning and Consolidation, version for SAP NetWeaver
SAP Business Planning and Consolidation, optimized for S/4HANA Finance
SAP Cloud for Analytics, for planning
Public
FP&A Priorities for Finance
The CFOs New Reality

Achieving Financial Excellence while Keeping Up with the Accelerating Pace of Business
Increasing complexity of
external conditions
Explosion of Big Data
BUSINESS
TRENDS
Pressure to support global
growth initiatives
Requirement to reduce the

cost of finance
TECHNOLOGY
TRENDS
Millennial work style enabled

by networks and mobility
Accelerated adoption of
technology innovations
Public
This Means Greater Expectations of Finance

Leading CFOs are transforming the Finance Function
From reporting to
INSIGHT
From being consulted to

LEADING CHANGE
From observing to a
KEY CONTRIBUTOR
From score keeper to

BUSINESS PARTNER
*Note: In comparison to
average performers;
Source: SAP Performance
Benchmarking;
45%
57%
99%
71%
51%
Increase in
operating margin
Fewer days to close

annual books
Less Bad Debt
Reduction of overnight
batch processing
Lower finance
cost
Public
In fact
FP&A may be
the most important skill set

for finance leaders
or or
anan
SAP
affiliate
company.
All rights
reserved.
2016
2014SAP
SAPSE
AG
SAP
affiliate
company.
All rights
reserved.
Public
FP&A Solutions from SAP
The right mix
managed
or or
anan
SAP
affiliate
company.
All rights
reserved.
2016
2014SAP
SAPSE
AG
SAP
affiliate
company.
All rights
reserved.
Public
Positioning SAP Planning Solutions: BPC and SAP Cloud for Analytics
Customer has
a significant
SAP
footprint?
No
BPC MS
No
Customer
wants cloud
Yes
Customer
wants cloud
No
BPC NW
Yes
Customer
looking for
SaaS (Public
Cloud)
Yes
Cloud for
Analytics
No
BPC NW on
HEC (could be
part of
S/4HANA on
Cloud)
Yes
Cloud for
Analytics
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Overview: SAP Financial planning solutions

Alternative Planning Options
SAP Business Planning and

Consolidation Standard Model
Prerequisites/Restrictions
Any supported release and

database
Corresponding Planning
Solution to be licensed
BPC NW or BPC MS. Available onpremise

or via Managed (Private) Cloud on
HEC
SAP Business Planning and

Consolidation Embedded Model
BPC 10.1, SAP NetWeaver 7.4,

and HANA
as underlying database
BPC NW. Available on-premise or

via
Managed (Private) Cloud on HEC
SAP BPC optimized for S/4HANA

Finance (formerly IBPf)
S/4HANA Finance (ERP on HANA

with SAP Accounting)
BPC NW. Available on-premise or

via
Managed (Private) Cloud on HEC
SAP Cloud for Analytics for planning
No prerequisites
SAP Cloud for Analytics for planning.

(Public cloud on HCP)
1. All BPC choice is

dependent on
specific Use Case to
be addressed.
2. The embedded
model is NOT
designed to replace
the standard model.
3. Currently there is
investment in
Embedded but with
intent of bringing
modeling flexibility
and user experience
in line with Standard
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SAP Business Planning and Consolidation, version

for the Microsoft Platform
SAP Business Planning and Consolidation, version for the

Microsoft platform
Streamline planning, budgeting and forecasting processes in any environment
Increase organizational agility
Leverage Microsoft Excel and web UIs to meet the needs

of users in Finance and beyond
Perform aggregations, allocations and other manual

processes automatically for shorter planning cycles
Run multiple what if scenarios real-time and course

correct faster for better results
Improve accuracy of plans and budgets
Achieve planning consistency with configurable business

process flows
Utilize a centralized data store versus standalone

spreadsheets for a single version of the truth
Plan and consolidate in a single app built for

Finance
Use a single solution for planning and consolidations for

reduced cost of ownership and increased productivity
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SAP Business Planning and Consolidation 10.1

Version for the Microsoft platform
Increased usability
New HTML5 UI supports easier navigation and cross-platform
readiness
New Web report and input form capabilities now available
Enhanced support for automated variance analysis
Bidirectional integration with SAP Cloud for Analytics for

planning
Solution today
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SAP Business Planning and Consolidation, version for Microsoft

Scope
Key benefits
Advanced consolidation monitor

Custom branding support
Single place for customers to run and monitor all consolidation tasks,
providing greater visibility
Incremental consolidation
Promoting customers own brand in end-user experience
Matrix consolidation
Better performance and productivity to run consolidation when data

changes, reducing time to close
Controls monitor
Advanced business process flow
Ability to open Excel reports from
workspace
Easier way to run both legal consolidation and management

consolidation by sharing same model and data

Exception-based validation with greater control and visibility, enhancing
accuracy
Support for Chrome and Microsoft More powerful and flexible process flow for planning and consolidation
platform updates
activities

Support for mobile app
Greater productivity by allowing business users to group relevant
reports together for frequent use under the same business context
Broader adoption, better performance and scalability by leveraging
mainstream and latest technologies

Broader adoption and increased engagement by leveraging mobile
devices
Planned innovations
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SAP Business Planning and Consolidation, version

for SAP NetWeaver
SAP Business Planning and Consolidation, version for SAP

NetWeaver
Streamlined planning and a faster, more compliant close
Agile
Engage across Finance and beyond with Microsoft Excel,
HTML5 and mobile interfaces
Rapidly deploy a best practice solution with packaged industry
and functional content
Reduce implementation time and costs leveraging the HANA
Enterprise Cloud and subscription pricing
Accurate
Achieve better results by quickly identifying true business
drivers and planning accordingly
Increase forecast accuracy leveraging embedded predictive
capabilities of SAP HANA
Plan at any level of detail and shrink consolidated financial
reporting time leveraging the SAP HANA real-time platform
Unified
Save time and reduce errors with a single, integrated solution
for planning and consolidations
Lower cost of ownership and reduce data duplication with
ability to leverage existing BW data warehouse objects
Improve consistency with direct access to master data and
actuals
SAP
Suite
powered
2016
SAP SEin
or an
SAP Business
affiliate company.
All rights
reserved. by SAP HANA
Public
17
SAP Business Planning and Consolidation 10.1,

Version for SAP NetWeaver, powered by SAP HANA
Enhanced analysis and planning capabilities
Optimize planning functions using the SAP HANA platform for better, more
timely decisions
Use existing integrated planning models in the SAP Business Warehouse
(SAP BW) application and benefit from acceleration due to SAP HANA,
in addition to new capabilities
Increased usability
New HTML5 user interface (UI) supports easier navigation and
cross-platform readiness
Lower cost of ownership

New modeling capabilities have tighter integration into SAP BW and the SAP
ERP application
Deploy with the SAP HANA Enterprise Cloud service with subscription pricing
to get up and running faster with lower up-front costs
Bidirectional integration with SAP Cloud for Analytics for planning

Solution today
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Unified
Deeper BW Integration
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Unified
Completely integrated with SAP NetWeaver BW and SAP ERP
Save time and reduce cost of ownership by

leveraging existing data warehouse objects
Reduce ETL requirements
Deploy easier using existing data models
Leverage standard SAP NetWeaver functions
such as security, information broadcasting, BI
Content and more
Integrated with SAP Simple Finance for Real
Time reporting and calculations
Planning Layout
Aggregation
Level
MultiProvider
Example of a
possible data
model
DataStore
Real-Time InfoCube
InfoCube
DataStore Object
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SAP BPC Embedded Model

Primary Use Cases for BPC Embedded Model Planning
Use Case
Existing BI-IP customers looking to
optimize on HANA
Customers looking for deep integration

with BW and by extension SAP ERP
Explanation
Facilitates existing BI-IP customers taking advantage of HANA optimizations whist protecting
existing investment. No need to re-build
Ability exists to leverage existing BW content and employ certain BW Concepts which are
not available with the standard model
- Data which exists in SAP BW can be accessed and used for both planning and
reporting without the need for data replication to BPC
- Master Data and Meta-Data can be shared between BPC and BW without the need
for replication
Embedded planning supports a multi-key figure model (similar for example to CO-PA)
whereas the standard model uses a single key figure model
Optimized calculation performance is
The vast majority of calculation logic executes directly in-memory
critical
Customer wishes to implement BPC

today but move to BPC optimized for
S/4HANA Finance in the future for a
similar purpose
BPC Optimized for S/4HANA built on the embedded model. SAP provides guidance on
transition without re-implementation
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SAP Business Planning and Consolidation, version for SAP

NetWeaver
Scope
Key benefits
Real-time consolidation
With consolidation on SAP Business Planning and Consolidation embedded, customers

can perform financial consolidation on real-time actual data from SAP S/4HANA without
End-to-end line-of business (LoB)
data replication
modeling
Enhanced journal
Advanced consolidation monitor
Advanced incremental
consolidation
Continuous UX improvements
Advanced comment
Integration with predictive
analytics
Integration with SAP
BusinessObjects Design Studio
and SAP Lumira software
Continuous office client
convergence
Integration between SAP
Business Planning and
Consolidation and SAP
Disclosure Management
Enables business users to easily define and execute their own planning scenario with
reduced IT involvement
Improved journal posting usability with new multiple journal templates and journal
validations
Customers can improve efficiency by defining consolidation-related tasks in the
consolidation monitor
Enhanced record-based incremental consolidation to reduce consolidation time
Refined UX for better usability and performance on SAP Business Planning and
Consolidation HTML5 Web client
Full commentary capabilities, enhancing complex planning processes
More accurate planning with user-friendly predictive capabilities using the predictive
analysis library in SAP HANA
Able to easily build and deploy mobile-enabled analytical applications, leverage existing
investments
Converged office client providing harmonized UX for both SAP Business Planning and
Consolidation standard and embedded
Seamless data integration to SAP Disclosure Management
Planned innovations
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22
SAP Business Planning and Consolidation,

optimized for S/4HANA Finance
The Traditional Financial Reporting and Planning Environment

Reporting
Application(s)
Data Warehouse
Reconciliation
Reconciliation
Periodic
Replication
Planning
Application
Reconciliation
Periodic
Replication
ETL / File
ETL / File
General Ledger 1
ETL / File
Consolidation
Application
BPC
Periodic
Replication
ETL / File
Reconciliation
ETL / File
General Ledger 2, .
ETL Extract transform & load
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SAP BPC NW on HANA optimized for S/4HANA Finance - Planning

What is BPC Planning optimized for S/4 HANA
Finance?
Enables financial planning capabilities provided by SAP BPC to be
seamlessly integrated in S/4HANA Finance user interfaces and
workflows, effectively replacing current financial planning
capabilities in SAP ERP
How does it differ from Traditional BPC?

Supports Real-time access to master data and actuals maintained in
S/4HANA Finance facilitating real time monitoring and analysis
Eliminates need for periodic data replication
Fully integrates into the S/4HANA system, no separate system
requirements.
Delivers content designed to function out of the box
Provides new FIORI based reporting options
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SAPs Unique value Proposition: S/4HANA

An Integrated platform supporting the end to end Financial Reporting and Planning process
S/4HANA Finance
SAP Business Planning and Consolidation
Planning
Consolidation
(Available today)
(Planned)
SAP ERP
SAP ERP
Central Finance
Real time Integration
(Available Today)
Non-SAP
ERP
SAP Accounting
(Available today)
SAP Cash Management

(Available today)
SAP HANA
Single, integrated environment

Universal journal as the foundation / single source of truth
Shared master data and actuals
Real-Time data access, no replication of data
Central Finance option facilitating live business in a multi-ERP environment and
facilitating ease of integration on acquisition.
High performance, scalable in-memory platform
Full Data Traceability
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S/4HANA: The unique value of Central Finance

Data harmonization across the finance function
Interface landscape complexity reduction
Facilitates a single source of truth for all financial
reporting across the Corporation
Financial data to desired level of granularity
Full data traceability
Ease of merger and acquisition onboarding
No business user disruption
Easily model business scenarios
Reference key to identify document

in source system
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Top 10 Benefits of SAP Business Planning and Consolidation

optimized for S/4HANA Finance
1
2
Real Time Data Access

Enables fast issue resolution and gets you
closer to the business
Single Environment
Perform your planning and actuals activities in one financial
system
Delivered Content
Accelerate innovation and reducing cost of implementation
with out of the box functionality and ready to use
Responsiveness
Closes the gap between insight and action
Top of the line visualization capabilities using SAP Fiori and

SAP BusinessObjects tools
Integrate your financial plans across the enterprise with a

single tool for collaboration across the Finance function
Modern User Experience

State-of-the-art user experience using the
latest technology innovations
Start Today
8
Enhanced Visualization
Integrated Financial Planning
10
Start with SAP Business Planning and Consolidation today

and move to S/4HANA model in the future without reimplementation
Harmonized Processes and Data

Common processes across your plans and actuals leveraged
in one system (consistency between plan and actual data)
Foundation for Finance

Transformation and Innovation
A seamless path to your finance transformation
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SAP Business Planning and Consolidation optimized for

SAP S/4HANA Finance
Scope
Key benefits
Simulation of cost allocations
Enhanced support for simulating impact of changes on

key drivers of allocated costs on receiving administrative
and production cost centers
Activity-type planning
How-to guide integration

between profit-and-loss and
balance-sheet planning via BRF+
(business rules framework)
Integration with SAP Integrated
Business Planning for sales and
operations planning
Real-time consolidation
Easily estimate the consumption of and resultant costs

of consuming internal services during the planning
process
Reduced time and effort and greater accuracy in the

derivation of planned balance-sheet amounts based on
profit and loss planning
Enhanced data quality and reduced effort in integrating

sales and operational planning data into the overall
profit-and-loss planning process
With consolidation on SAP Business Planning and
Consolidation embedded, ability to perform financial
consolidation on real-time actual data from SAP
S/4HANA without data replication
Planned Innovations
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SAP Cloud for Analytics, for planning
The cloud is eating the world analytics

Within the next 2 years
36%
Already replaced or planning

to replace with SaaS BI
31%
Already complementing or planning

to complement with SaaS BI
Primary reasons for investing in public cloud

Agility
56%
Cost
14%
Innovation
13%
Quality 10%
Other
7%
Financial 5%
Source: Gartner CIO Survey, 2014
Source: "Application Adoption Trends 2015: The SaaS Boom

Continues As Businesses Demand Agility. Forrester
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SAP Cloud for Analytics overview
SAP Digital Boardroom

SAP Cloud for Analytics
Capabilities
Business
Intelligence
Planning
Predictive*
Planning
Forecasting
Governance, Risk,
and Compliance*
Exploration
Allocation
Segmentation
Access controls
Storyboards
Core
Data connectivity
and modeling
Visualizations and
geospatial
Collaboration and
events
Advanced
analytics
Auditing and
monitoring
Cloud data sources

And applications
SAP HANA Cloud Platform
On-premise data sources and applications

* Planned
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SAP Analytics strategy
SAP Cloud for Analytics

Provide new
SaaS Analytics
capabilities
Continued investment
in existing solutions
All analytics capabilities

in one product
Consumer-grade
user experience
Embedded and
standalone
High-performance,
real-time platform
Software-as-a-Service in the Public Cloud
Enterprise BI
Agile Visualization
SAP BusinessObjects
BI Suite
SAP Lumira
BI 4.2
Design Studio 1.6
Analysis Office 2.2
Lumira 1.29
Advanced
Analytics
EPM
GRC
SAP Predictive
Analytics
Ex. SAP Business

Planning and
Consolidation (BPC)
Ex. SAP Risk

Management
Predictive Analytics 2.4
BPC 10.1 NW SP08
Risk Management 10.1 SP11
On-premise and/or Private Cloud Deployment Options
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Simplify
Simply create and modify

calculations and planning models
and on the fly
Take action anytime, anywhere on

the desktop or on the go
Align plans across Finance and

business units with direct
integration into SAP Business
Planning and Consolidation
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Experience
Analyze, plan and visualize in the same

application
Personalize your KPIs, dashboard,

processes and storyboards
Collaborate in-context of your plan and

make faster decisions
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Trust
Enjoy a new generation of planning

in the cloud with a modern look and
feel
Plan and simulate at any level of

detail, with any number of users, at
any time
Drive high performance planning

and forecasting process with the
SAP HANA Cloud Platform
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Home Screen
The home screen is a dashboard a personal
place in which you can organize your data
such as in charts, reports, events, and notes
Interactive Tiles
Flexible visualization and drill-down capabilities.
Hichert IBCS Notation

Professional business charting
Collaboration and Timeline Panel
Organize and structure your work with build-in

chat and workflow functionality.
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Models
A model is a representation of business data
to define relationships, calculations, and
data of an organization or business
segment
Easy set up
Models with multiple perspectives are easy to
create in an Excel-like interface
Preview Panel
Visual representation of your modeled data
Data Import
Upload of external data sources and integration
with SAP on-premise systems
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Collaboration
To optimize collaborative decision-making
processes and ensure future accountability,
SAP Cloud for Analytics for planning comes
with context-based social collaboration
capabilities
Stay in context
Collaborate directly on your plans instead of
having to use yet an other application and send
offline data
Access from anywhere

Share report versions, discuss on cells,
assign tasks, and attach any file you
uploaded
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Allocations
Feature:
The allocation functionality allows users to define

rules for source and target data spreading.
Benefit:
Create allocation rules within the application

without the requirement for complex script based
modeling.
Example:
Analyst wants to spread shared services costs
across other cost centers based on user defined
rules.
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Integration with SAP Business Planning and Consolidation

Hybrid Scenario
Corporate Finance
Strategic Business Units
On premise
Extend SAP Business Planning and

Consolidation deployment with
complementary, integrated
Departmental/Strategic Business
Unit (SBU) scenarios in the Cloud
SAP Cloud
for Analytics
Private Cloud
(HEC)
2016
2015 SAP
SAP SE
AGor
oran
anSAP
SAPaffiliate
affiliatecompany.
company.All
Allrights
rightsreserved.
reserved.
Public
Cloud
SAP Business
Planning and
Consolidation
SAP Cloud
for Analytics
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Positioning SAP Planning Solutions: BPC and SAP Cloud for Analytics
Customer has
a significant
SAP
footprint?
No
BPC MS
No
Customer
wants cloud
Yes
Customer
wants cloud
No
BPC NW
Yes
Customer
looking for
SaaS (Public
Cloud)
Yes
Cloud for
Analytics
No
BPC NW on
HEC (could be
part of
S/4HANA on
Cloud)
Yes
Cloud for
Analytics
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Q&A
Thank you

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Simplified Financial Planning Overview of the

Options Available Today

2016 SAP SE or an SAP affiliate company. All rights reserved.

FP&A Solutions from SAP

2016 SAP SE or an SAP affiliate company. All rights reserved.

FP&A Priorities for Finance

The CFOs New Reality

Explosion of Big Data

Requirement to reduce the

2016 SAP SE or an SAP affiliate company. All rights reserved.

Millennial work style enabled

This Means Greater Expectations of Finance

From being consulted to

From score keeper to

Fewer days to close

Less Bad Debt

2016 SAP SE or an SAP affiliate company. All rights reserved.

the most important skill set

FP&A Solutions from SAP

The right mix

2016 SAP SE or an SAP affiliate company. All rights reserved.

Overview: SAP Financial planning solutions

SAP Business Planning and

Any supported release and

BPC NW or BPC MS. Available onpremise

SAP Business Planning and

BPC 10.1, SAP NetWeaver 7.4,

BPC NW. Available on-premise or

SAP BPC optimized for S/4HANA

S/4HANA Finance (ERP on HANA

BPC NW. Available on-premise or

SAP Cloud for Analytics for planning

SAP Cloud for Analytics for planning.

2016 SAP SE or an SAP affiliate company. All rights reserved.

1. All BPC choice is

SAP Business Planning and Consolidation, version

SAP Business Planning and Consolidation, version for the

Leverage Microsoft Excel and web UIs to meet the needs

Perform aggregations, allocations and other manual

Run multiple what if scenarios real-time and course

Improve accuracy of plans and budgets

Achieve planning consistency with configurable business

Utilize a centralized data store versus standalone

Plan and consolidate in a single app built for

Use a single solution for planning and consolidations for

SAP Business Planning and Consolidation 10.1

Enhanced support for automated variance analysis

Bidirectional integration with SAP Cloud for Analytics for

SAP Business Planning and Consolidation, version for Microsoft

Advanced consolidation monitor

Promoting customers own brand in end-user experience

Better performance and productivity to run consolidation when data

Easier way to run both legal consolidation and management

SAP Business Planning and Consolidation, version

SAP Business Planning and Consolidation, version for SAP

SAP Business Planning and Consolidation 10.1,

Lower cost of ownership

Bidirectional integration with SAP Cloud for Analytics for planning

2016 SAP SE or an SAP affiliate company. All rights reserved.

Save time and reduce cost of ownership by

SAP BPC Embedded Model

Customers looking for deep integration

Optimized calculation performance is