bpc tricks,tips

Click here to load reader

Post on 19-Jan-2016

441 views

Category:

Documents

5 download

Embed Size (px)

DESCRIPTION

BPC

TRANSCRIPT

  • Business Planning Understanding SAP Business Planning & Consolidations Tips, Tricks & Lessons Learned

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL

  • Topics well cover

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 2

    Understand common Planning Goals Get Insight into the Business Planning and Consolidation Solution. Learn how to determine the sequence of installation, upgrade, or

    integration steps for SAP Business Planning and Consolidation while taking into account your existing SAP environment

    Understand upgrade and implementation alternatives for a stand-alone deployment, an add-on approach, and support pack options

    Get tips for migrating from the 7.0 and 7.5 releases to 10.0, including what areas will require the most effort such as transitioning your data

    Get advice on how to strategically phase out unsupported, or unneeded, solutions

    Get details on the SAP HANA migration path from SAP NetWeaver BW and SAP NetWeaver BW Accelerator and how it compares to a traditional database migration effort

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 3

  • Planning & 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 10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 4

  • Top Pressures Year Over Year

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 5

    34%

    42%

    34%

    37%

    24%

    25%

    32%

    29%

    39%

    21%

    22%

    34%

    41%

    47%

    0% 10% 20% 30% 40% 50%

    Current processes are too long &

    resource intensive

    Current/past accuracy of the budget

    negatively impacts corporate performance

    Corporate mandates for cost control

    Need to better align Planning/ Budgeting with corporate goals

    Market volatility creates the need to dynamically account for change ('agility')

    2010

    2009

    2008

    Percentage of Respondents

  • The Essential Ingredients of Financial Excellence Financial excellence Financial excellence is achieved when resources, people, and technology are

    combined to optimize and streamline processes, decrease operating costs, manage business performance, and avoid certain risks

    Gaining efficiency in Finance Optimize working capital Driving strategy and growth Managing risk and compliance

    Financial close A streamlined, efficient, and high-quality financial close is a key ingredient of financial

    excellence Initial wave during the late 1990s Now re-emerging due to close times slowing in recent years

    Processes were not industrialized Underestimated the impact of SOX

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 6

  • The Average Company

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 7

    Takes 95 days to complete a budget

    Budgets 230 line items

    Uses 25K person days per

    $bn revenue for performance measurement

    Takes 4.5 months to develop a financial

    plan

    Takes 21 days to complete a forecast

    Source: AnswerThink Consulting/The Hackett Group: www.sterlinghoffman.com/newsletter/articles/article300.html

  • Todays Challenges 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

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 8

  • Common Problems

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 9

    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

    Source: CFO.com (2008): A complete view of the enterprise: linking operational and financial planning in global organizations

  • Trend: Strategic Actions of Best-in-Class Planning for the Year

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 10

    28%

    52%

    40%

    20%

    40%

    19%

    19%

    38%

    41%

    47%

    0% 10% 20% 30% 40% 50% 60%

    Develop a consolidated view of the process and the results to be available on demand

    Improve data quality

    Involve more decision-makers in the planning/budgeting/forecasting process

    Automate the process flows associated with the budget process

    Develop a formal planning/budgeting/ forecasting workflow process

    Percentage of Respondents

    2010 2009

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 11

  • Benefits of an Agile Planning Solution

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 12

    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

    Firms enjoying best-in-class performance share several common characteristics

    100% of best-in-class companies have invested in planning, budgeting, and forecasting applications

    72% of best-in-class companies have the ability to reforecast as market conditions change

    92% of best-in-class companies have established enterprise-wide collaboration from the top-down and across departments/divisions 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

    Source: Financial Planning, Budge4ng, and Forecas4ng - Managing in Uncertain Economic Times. Aberdeen Group. January 2009

  • Benefits of a Fast, High-Quality Financial Close

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 13

    The benefits of a fast close Improved control systems and

    processes at lower cost

    Greater quality and greater efficiency Faster access to financial information

    for decision making

    More time for value-add financial analysis

    Ability to respond to management requests and support key initiatives

    Marketing tool Work-life balance for accounting

    Benefits Derived from Cycle Time Reduction

    Source: Business Objects (now SAP) Fast Close Survey. BPM Magazine. May 2006

    Redeployment of staff and resources towards more value-added activities Ability to meet regulators deadlines I do not see any value in cycle time reduction Be able to work fewer hours, less late nights and weekends Cost reduction

    62%

    7%

    8%

    13%

    10%

  • 66% 59% 61%

    52%

    38% 40%

    32% 27%

    20%

    0%

    20%

    40%

    60%

    80%

    Ability to reforecast as market conditions

    change

    Ability to perform what-if scenarios and change analysis

    Ability to incorporate business drivers into

    the on-going forecasting process

    Perc

    enta

    ge o

    f Re

    spon

    dent

    s, n

    = 1

    71 Best-in-Class Industry Average Laggard

    Dynamic Planning Capabilities

    Source: How Best-in-Class Companies Plan, Budget and Forecast in Todays Dynamic World, Aberdeen Group, 2010

  • Cost of Planning

    Cost as a percent of revenue

    Source: The Hackett Group

  • Critical Differences Laggards (34%) Industry Norm (54%) Best-In-Class (12%)

    Detailed Information on Profitability and Cost of Key

    Customers, Products, and Channels

    Standard Costing with Limited Information on Cross-

    Functional Business and Financial Impacts

    Knowledge

    Closed-Loop Root Cause Analysis Across the

    Value Chain

    Periodic Reactive Review Based on Line of Business

    Against Plan Processes

    Leverage Root Cause Analysis and Simulation

    Tools to Augment Traditional Systems

    Spreadsheet and Use of Line- by-Line Analysis of Actual

    vs. Plan Technology

    Integrated Set of Metrics That Are Internally and

    Externally Focused in a True Balanced Scorecard

    Separate Metrics for Each Functional Area Metrics

    Source: The Corporate Performance Management Benchmark Report Stanley Elbaum, Aberdeen Group, 2004

  • Whats a Fast Close?

    How fast is fast? The average time to report year-end or

    fourth-quarter results in 2007/2008 was: 29 days in the United States 50 days in Europe

    Over the last five years, the close got generally faster in Europe yet slower in the United States Impact of SOX

    Times for internal management reporting are broadly similar

    Source: BPMi Global Close Cycle Rankings 2008

    Upper Quartile Middle Quartiles Lower Quartile Best Worst

    Europe 16 2 55

    United States 15 1 22

  • The Role of Technology Data entry and validation

    Intelligent checks and filtering Consistent, complete, and

    commented

    High performance Simultaneous, parallel processing Must not compromise on audit trail

    Process automation Built-in rules logic to automate

    entries Multiple reporting channels Retain past frameworks

    Ease of use Web and Microsoft Office Workflow and process monitoring Owned and managed by business

    users

    Source: Jens Koerner

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 19

  • Analytic Applications

    Governance, Risk, and Compliance

    Enterprise Performance Management

    Business Intelligence

    Data Warehousing

    Enterprise Information Management

    Business analytics solutions from SAP Our approach

    Analytic Capabilities

    Collaboration

    Data Sources Access

    Services and Best Practices Source: SAP

  • Our solutions for enterprise performance management for finance

    Align better Drive consistent execution of strategy Ensure everybody is on the same page by linking goals, metrics, and plans throughout the organization

    Adapt better Increase organizational agility Be prepared and able to rapidly adjust plans and realign resources to seize opportunities or mitigate risks

    Operate better Improve profitability and efficiency Make informed decisions that drive the bottom line and reduce the time and cost of regulatory compliance

    Solution today

    Strategy Management Planning, Budgeting, and

    Forecasting Profitability and Cost

    Management Financial Consolidation Disclosure Management

    Strategize & Prioritize

    Plan & Execute

    Monitor & Analyze

    Model & Optimize

    Source: SAP

  • What do most companies use today?

    Source: SAP

  • Introducing Business Planning and Consolidations

    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

    Planning, budgeting, forecasting, and financial consolidation in one application

    Source: SAP

  • SAP Business 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

    * Available in a version for the Microsoft platform and a version for SAP NetWeaver

    Streamlined planning and a faster, more compliant close

    Source: SAP

  • Whats Different This Time? In the past SAP has made attempts to adopt Microsoft Office as its

    key frontend tool but in doing so has stifled the capabilities. i.e. Excel In-Place provided no capability to utilize any of the

    special features that Excel has to offer. BPC has a unique approach to its integration with Microsoft Office Unlike previous SAP planning or consolidations tools that tried to

    retrofit Excel into SAP, BPC uses the full features and functions of Excel leveraging SAP. This enables end users to leverage the full power of Microsoft Excel!

    BPC in essence is Excel ++

  • Understanding the different SAP Business Planning and Consolidation releases

    1. SAP Business Planning and Consolidation 7.0, version for the Microsoft platform succeeds the 5.1 release

    2. SAP Business Planning and Consolidation 7.0, version for SAP NetWeaver is a new product running on the SAP NetWeaver platform (it is not a successor to the 5.1 release)

    Going forward, SAP is continuing to invest in both versions

    SAP Business Planning and Consolidation is available as two distinct (separately priced) applications/platforms version for SAP NetWeaver and version for the Microsoft platform

    SAP is pursuing a dual release product strategy

    The 10.0 releases of both versions are currently in unrestricted shipment (general availability)

    2013

    2007 5.1 Release

    Version for the Microsoft Platform

    Version for SAP NetWeaver

    10.0 Release

    10.0 Release

    7.0 Release

    7.0 Release

    7.5 Release

    7.5 Release

    Generally Available Generally Available

    Acquired from OutlookSoft

    Version for the Microsoft platform requires Microsoft SQL Server

    Version for SAP NetWeaver supports any database supported by underlying SAP NetWeaver platform

    Source: SAP

  • Similarities and differences between versions Similar functionality, but not identical Dimension Management

    Concurrency Locking

    Data Manager

    Audit Reports

    Environment Shell User

    Activity

    Logic Script

    Shared Query Engine VERSION FOR THE MICROSOFT PLATFORM VERSION FOR SAP

    NETWEAVER

    Automated Variance Analysis

    SQL-Based Logic Script

    Table Drill-Through

    SAP NetWeaver BW Accelerator (SAP HANA*) support

    Granular Transports (Lifecycle Management)

    BAdI Framework for Enhancements

    SSIS Packages Process Chains

    SIMILAR CAPABILITIES

    Microsoft Office Clients Web Reporting

    Drag-and-drop report design Business Process Flows

    Workspace URL Drill-through

    BI Platform Integration Documents view

    Ownership Manager User Management

    Model Mgmt Business Rules 64-bit support

    Books

    Microsoft SQL Server Database Only

    Optimize Application

    Web-Based Admin

    SAP NetWeaver Authorizations

    Active Directory

    Controls and Consolidation Monitors

    Drag-and-drop hierarchy editing over the Web Global Cache

    Source: SAP

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 28

  • Introduction to the EPM Add-In The EPM Add-In is the new frontend for EPM 10.0 products, but the tool is not

    limited to usage within the EPM Suite. In fact it can be used for Excel Reporting on a number of different solutions.

    Profitability and Cost Management SAP Strategy Management Business Planning and Consolidations

    NetWeaver Microsoft

    Any system with an ODBO connection. SAP BW Microsoft Analysis Services And more

    In order to successfully implement BPC it is paramount to understand the rich features available within the tool in order to effectively utilize the vast set of capabilities that the application has to offer.

    Remember this is what the end user will see and the measure of success a project has is based on user adoption.

  • SSAS SQL Server Analysis Services BW SAP Business Warehouse ODBO OLD DB for OLAP XMLA XML for Analysis WS Web Services

    EPM applications can be reached via several connection types:

    SAP BOPC 10 cubes for both Microsoft and NetWeaver versions can be queried from the EPM add-in using two different kinds of connections:

    Web Services ODBO provider (a particular ODBO provider for each NW and MS version).

    The Connection Concept

    SAP BO EPM add-in 10.0

    SAP Financial Consolidation 10.0 Designer cubes

    SAP Profitability and Cost Management 10.0

    SAP Strategy Management 10.0

    SAP BusinessObjects Planning and Consolidation, Version for NetWeaver 10.0

    SAP BusinessObjects Planning and Consolidation, Version for Microsoft 10.0

    SSAS, BW cubes

    ODBO ODBO

    ODBO WS WS

    ODBO

    + Support of non EPM SSAS and BW cubes (through ODBO technology)

  • Creating EPM Connections Local:

    This connection type is for ODBO

    connections, which can be built for FC SSAS cubes, FC BW cubes, SSAS standard cubes, BW standard cubes, PCM ODBO provider, SSM ODBO provider, BPC MS ODBO provider and SAP BW OLE DB provider.

    An ODBO connection doesnt allow data input, and is only used for data retrieval. Data Manager features are also not reachable with an ODBO connection. However, the usage of custom members (to build some complex MDX calculated members) can only be performed with an ODBO connection.

    Planning & Consolidation:

    This type is for Web Service connections, on the top of BPC 10 MS and BPC 10 NW.

    A Web service connection allows data input, and the use of the Data Manager ribbon, but does not support the creation of custom members.

  • Creating EPM Connections Manual Connections

    Manually created connections are always stored in the EPM Connection Manager window

  • Creating EPM Connections Manual Connections

  • Creating EPM Connections Automatic Connections

    Automatically created connections, accessed from the BPC web portal, are not stored in the EPM Connection Manager window.

  • EPM Add-In Jumpstart Some EPM Add In Basics that are critical to understand in order to lead a successful implementation.

    EPM Toolbar Context Bar EPM Pane Report Editor Building Input Forms and Reports Options (Report Editor vs Sheet Options vs User Options) Formatting Multi-source Reports Advanced Cell Formulas Member Recognition

  • EPM Toolbar The EPM Add-in installs two toolbars, one for EPM reporting called EPM, and one for batch data processing called Data Manager

  • EPM Context Bar The Context Bar provides a view into the data that they are planning against and provides a way to quickly change to different intersections for planning and viewing data. The Context Bar acts much like single selection user variables in BEx minus the ability to create user-exits on those variables.

  • EPM Context Bar By selecting the dropdown menu, the member selector appears. You will see only members that you have authorizations to

  • EPM Context Bar The Context Bar can be customized per worksheet using the Context Options Menu

    Dimensions can be hidden and/or locked by worksheet or workbook

  • EPM Pane The EPM Pane can be a quick way to build and/or edit reports. It is also a great way once you understand the model you are working with to perform ad-hoc

    analysis of your business data.

  • EPM Report Editor The Report Editor has the most comprehensive set of features available for building Input Forms and Reports vs. the EPM Pane and direct cell entry

  • EPM Report Editor The Report Editor has ten tabs where you can customize aspects of your report such as read only members, report expansion behavior, formatting sheet, creating local members, sorting, and filtering

    These robust features permits maximum flexibility in reporting and planning layouts.

  • Building reports and input forms Once logged into the EPM data source, click the New Report button (1) or drag & drop dimensions from the dimension list in the EPM Pane to the row axis and columns axis (2).

    1 2

    Or

  • Building reports and input forms Once your report is generated, you can access its options (tabs) by clicking the Edit Report button (1). The Report Editor opens with a list of options and tabs (2).

    2 1

    By selecting Use as Input Form option (3), the Save Data button will become available (4), when coming back to your report.

    3

  • Building reports and input forms Click on the Account dimension in row axis on the EPM Pane (1) in order to define the desired expansion. The Member Selector opens and you can now define your Account expansion.

    5

    1

    Select PL600 account member (2), and Member and Descendants in the Selection Relationship drop-down (3), and move it to the Selected Members window, by clicking the right arrow button (4), and click OK (5).

    3

    2

    4

  • Building reports and input forms You report now displays NetIncome and all its descendants for the Account dimension.

  • EPM Options The difference between Report Editor Options, Sheet Options, and User Options Report Options are specific to a single report Sheet Options apply to all reports on the worksheet User options are specific by user and can create different user experiences for

    the same input forms and report All options are documented in the EPM End User Guide Specific Option settings will be covered in the workbook design section as they

    are specific to individual reports and workbooks

  • Formatting For each report, you can decide to apply a formatting by clicking the View Formats button on the EPM tab (1). A new sheet appears in your workbook (called EPMFormattingSheet) (2).

    1

    2

  • Formatting Apply some formatting to the desired sections. Be aware of the priority (read from the top to the bottom).

  • Formatting Return to Sheet1 worksheet and click the Edit Report button (1). Under the Options tab click the Apply Dynamic Formatting checkbox and choose EPMFormattingSheet in the drop-down box (2).

    1

    2

    3

    Back to your report, the formatting is applied (3) according to the EPMFormattingSheet definition.

  • Multi-source reports Using the EPM Add-in, you can display two reports belonging to different data sources on the same worksheet.

    1

    2

    Report 1 is linked to a Planning and Consolidation connection.

    Report 2 is linked to a native BW cube through ODBO driver connection.

    Note that the Active Connection drop-down in the EPM Pane references all data sources which you are simultaneously connected to. And you can add new connections directly from here choosing the Select Another connection link:

  • Multi-source reports When displaying several reports on the same spreadsheet, you can turn on the

    Axis Sharing Feature.

    1 2

    Report 1 is linked to a Planning and Consolidation connection, and shares its row axis with Report 2.

    Report 2 is linked to the same Planning and Consolidation connection, and displays another dimension in columns.

  • Advanced cell-based formulas Some EPM functions enable you to perform some actions on reports or input

    forms. Those functions are complementary to the EPM Add-in interface, and might allow your reports or input form to be even more dynamic.

    EPMCopyRange, very useful formula. This function enables you to add and repeat the content of a range of cells

    until the bottom (columns) or the right side (rows) of a report is reached. The range is added to the data grid and to the shift zones (if there are ones), starting after the row axis and below the column axis.

    Typically, this function is very useful when you use hidden columns between your row headers and your data range (what we call shifting columns).

    This function is not the official successor for Before Range/After Range. The new method for building Before and After Range would be to either use the Sorting & Grouping feature in the axis definition, or use the new EPMInsertCellsBeforeAfterBlock directly in the report.

  • Advanced cell-based formulas = EPMCopyRange("000",TRUE,A2:D2)

    Here, the formula is used to copy a formatting range down the rows.

    It is applied for the shift column (column B), as well as for the data grid.

    The source definition of the formats to apply is placed in cells A2:D2, above the report.

    In cells A2:D2, you can also add formulas to retrieve comments instead of data for example.

  • Advanced cell-based formulas = EPMDimensionOverride("000;001",TIME",B20)

    EPMDimensionOverride formula offers the ability to reference former MemberSet cell (from an EVDRE report), so that your expansion in EPM Add-in will retrieve the same result. Former MemberSet parameters can be used (MEMBERS, BAS,SELF,LDEP(n), etc)

    In this example, the formula will override the member selection for the TIME dimension in reports 000 and 001. The dimension member selection performed in the Member Selector is replaced by value in cell B20.

  • Activating Member Recognition Member Recognition is a key component in building more complicated reports and driving report and column headers from your context

  • EPM Add-in client vs. Web client EPM Add-in client

    Installed on client machine (no need to be aligned with BPC server SP) Supports advanced reporting and input form

    Easy drag & drop feature and axis selection Complex formatting Sorting, ranking, filtering, and spreading capabilities Advanced member selections, data offsets Member recognition Use of BPC VBA macros and advanced cell-based formulas Workbook supports multiple reports, input schedules and sources Report links for ad hoc analysis

    Can run data manager process chains and execute drill-through Ribbon customization Enhanced Word and PowerPoint integration Create Distribution and Book templates

  • EPM Add-in client vs. Web client Web client

    Zero footprint and can work on client computers not running Microsoft Office Administrative and general navigation functions for BPC 10.0 NW

    Create models, business process flows and business rules, Manage documents, web content management and audit reports Design and leverage Consolidation Monitor

    Workspaces allow for web reports, schedules and dashboards to be easily consumed by users

    Supports simple reporting and data input, to augment EPM Excel capabilities Can filter on members, sort fields, change layout and show charts Using Dashboard Designer 4.0 can allow for more complex scenarios using flash files

  • EPM Add-in client vs. Web client Web client Excel client

    Formulas The dimension member formulas work with web client.

    Report specic formulas cant be created on the web client.

    Excel formulas can be created and used. Formulas on summa4on, calcula4ons

    parent node values (instead of fetching values from backend) can be done.

    VB scrip4ng can be leveraged

    FormaTng Web client does not have report formaTng features though it has func4onality to use chart and table with various op4ons for chart.

    Full array of report formaTng features are available.

    In addi4on, Excel formaTng features can also be leveraged.

    Data Manager Data Manager packages cannot be executed from the web client.

    Data manager packages can be executed from the Excel client.

    Drill-Through

    Drill-Through cannot be executed from the web client.

    Drill-Through can be executed from the web client.

  • EPM Add-in client vs. Web client Web client Excel client

    Addi4onal features It is easier to integrate reports and input schedules with workspaces and library.

    Reports allow member selec4ons, sor4ng, drag and drop and charts.

    Favorites link

    Excel client has addi4onal features such as enhanced member selector, direct member entry, member oset ,

    spreading etc.

    Integra4on Web client can report data from SAP BusinessObjects Planning and Consolida4on 10.0 only.

    Excel client can report data from other EPM products as well as external systems connected through ODBO Excel add-in. Mul4ple reports and charts can be added to a workbook (including mul4ple sources).

    Installa4on Web client can work with zero footprint and also with client machines that do not have Microso] Oce.

    Excel client needs to be installed on the client machine and a valid connec4on needs to be created.

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 61

  • BPC Architecture...

    The version of the product you choose has implications on the architectural layout of your solution.

    If you are an SAP NetWeaver Shop Do you currently have SAP BWA? Do you want to use SAP HANA?

    Are you comfortable with SUSE Linux as an organization? Are you using SAP NetWeaver 7.3?

    If you choose SAP BPC, version for Microsoft Platform Are you going to try to integrate with SAP ERP? Are you going to try to integrate with SAP BW? Are you currently using SQL Server 2012?

  • SAP BPC 7.x, Version for BPC Microsoft

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 63

    .NET Application Services (Application Logic Takes Place Here)

    Windows Server (32-Bit)

    IIS Internet Information Services - SOAP Web Services -

    Microsoft SQL Server (2005 or 2008)

    Windows Server (64-Bit)

    SQL Server Components Required (Not All Services are 64-bit Compliant) SSRS SQL Server Reporting Services

    SSIS SQL Server Integration Services

    SSAS SQL Server Analysis Services

    SSDS SQL Server Database Services

    Front-End Clients

    BPC for Office BPC for Web BPC Admin Console

  • SAP BPC 10, Version for BPC Microsoft

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 64

    .NET Application Services (Application Logic Takes Place Here) *.NET 3.5 *

    Windows Server (*64-Bit*)

    IIS Internet Information Services - SOAP Web Services -

    Microsoft SQL Server (2008 or 2012 as of SP7)

    Windows Server (64-Bit)

    SQL Server Components Required SSRS SQL Server Reporting Services

    SSIS SQL Server Integration Services

    SSAS SQL Server Analysis Services

    SSDS SQL Server Database Services

    Front-End Clients EPM Add-In BPC for

    Web BPC Admin

    Console BPC Web Rebuilt in

    Adobe Flex

  • SAP BPC 7.x, Version for SAP NetWeaver

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 65

    SAP NetWeaver BW 7.01 - Application Logic Takes Place Here -

    (SP5 minimum)

    SAP NetWeaver Supported Database (Sybase ASE, MaxDB, Oracle, etc.)

    .NET Application Services

    Windows Server IIS Internet Information Services

    - SOAP Web Services -

    Business Warehouse Accelerator (BWA)

    Legend

    = Optional

    Front-End Clients BPC for Office BPC for

    Web BPC Admin

    Console

  • SAP BPC 10, Version for SAP NetWeaver

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 66

    SAP NetWeaver BW 7.3

    SAP NetWeaver Supported Database

    (Sybase ASE, MaxDB, Oracle,

    etc.)

    Business Warehouse Accelerator (BWA)

    Legend

    = Optional

    Front-End Clients EPM Add-In BPC Web/Admin

    (Redesign)

    SAP HANA

    SAP Business Warehouse (Application Logic Takes Place Here)

    SAP Web Application Server (WAS) - RESTful Services -

    Rebuilt in Adobe Flex

  • Architectural Decision Implications

    BPC, version for the Microsoft platform Maximize usage of 64-bit components where possible Leverage the Global Cache (BPC 10.0)

    In preliminary tests, using the Global Cache reduced database bottlenecks Leverage the latest Microsoft supported release

    SQL Server 2008 for BPC 7.x, version for the Microsoft platform SQL Server 2012 (as of SP7) for BPC 10.0, version for the Microsoft platform

    BPC, version for SAP NetWeaver Leverage a system you can effectively tune Leverage SAP NetWeaver BW Accelerator or SAP HANA when possible 64-bit and unicode systems are hard requirements (for BPC 10.0) Migrate to SAP NetWeaver BW 7.3 and BPC 10.0 when possible

    This will remove 32-bit bottlenecks (i.e., librfc32.dll for .NET Communication)

  • Architectural Benefits of Moving to EPM 10.0 SAP Business Planning and Consolidations 10.0 is more robust and performant!

    BPC 10.0, version for SAP NetWeaver Supports SAP HANA

    All cubes are optimized! Equivalent of indexing every cube into SAP NetWeaver BW Accelerator

    Measure formulas pushed down to database More enhancements to come!

    Broader usage of shared memory BW hierarchies Report caching

    BPC 10.0, version for the Microsoft platform Eliminates 32-bit dependency No need for .NET 2.0 or prior (everything is .NET 3.5 or greater) No COM+ services Usage of Global Cache eliminates database server bottlenecks

    Sending/Retrieving data Data Manager Logic Log on

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 69

  • Steps to getting BPC into your Organization

  • Installing/Upgrading to BPC BPC 10.0, version for SAP NetWeaver is the most widely adopted version of

    BPC currently being implemented. If you decide to install BPC 10.0 some key questions you need to figure

    our are: Are you currently using the right platform to support BPC 10.0?

    BPC 10.0 requires SAP NetWeaver 7.3 Are you planning to leverage BPC on HANA?

    If you decide that BPC 10.0 version for NetWeaver is the right direction for your organization there are some subsequent questions.

    Are you currently an SAP BW shop? Does your organization plan to leverage the same system for

    SAP BW that you are going to use for SAP BPC? Is BW on version 7.3? How long will it take to mobilize the infrastructure team to

    upgrade your servers? 6 months? Should you install a separate server landscape for SAP BPC?

    Source: Jens Koerner

  • What upgrades are there? BPC 7.5 MS BPC 10 MS

    Upgrade tool is available, with manual functional upgrade effort

    BPC 7.5 NW BPC 10 NW

    Upgrade tool is available, with manual functional upgrade effort

    BPC 7.* MS BPC 7.5 NW BPC 10 NW

    Upgrade tool is available, with manual functional upgrade effort

    BPC 7.5 NW BPC 10 on BW on HANA

    Upgrade tool is available, with manual functional upgrade effort Source: Jens Koerner

  • In-place upgrade

    Upgrade Dev, then QA, then Prod

    Dev 7.x 10.0

    QA 7.x 10.0

    Prod 7.x 10.0

    Challenge: No bug fix path in place once Dev is upgraded unless there is a Maintenance Support System

    Source: Jens Koerner

  • Cutover to new landscape

    Create a completely new landscape and retire the old landscape

    Dev 7.x QA 7.x Prod 7.x

    Dev 10.0 QA 10.0

    Prod 10.0

    Challenge: Redirect source data from old to new production system

    Source: Jens Koerner

  • Box split

    Create a completely new landscape for BPC only, and keep the old landscape for SAP NetWeaver BW

    Challenge: Redesign data flow from one combined SAP NetWeaver BW/SAP BPC instance to separate BW and BPC using Remote Function Calls (RFC)

    BW BPC

  • Instance strategy Do you install BPC as an add-on to your existing SAP NetWeaver BW or on a separate SAP NetWeaver BW server?

    http://scn.sap.com/community/epm/blog/2011/10/12/installation-options-for-business-objects-planning-and-consolidation-100-version-for-netweaver

    Single Instance Separate instance

    Hardware Investment

    Performance

    Administra4on Costs

    Integra4on Development and Maintenance cost

    Upgrade Flexibility

    Support Pack Flexibility

    BWA Investment leverageable

    Data Movements

  • You have decided to Install and/or Upgrade

    If you have decided to upgrade Upgrade a sandbox (ideally a copy of production) and perform an analysis of what works out of the box and what breaks. This will be a key exercise to determine the amount of rework needed.

  • Verify Installation / Upgrade dependencies Software

    The Product Availability matrix (http://service.sap.com/pam *) and the install guide spell out the software dependencies from an SAP perspective

    Check with your IT/Basis admins that these dependencies can be implemented

    Oftentimes, an SAP NetWeaver BW or SAP ERP system is only upgraded once or twice a year

    * Requires login credentials to the SAP Service Marketplace

  • Verify Installation / Upgrade dependencies Hardware

    Ensure you size your new environment properly Also, do you need new hardware? Procurement

    cycles can last months.

  • Sizing your BPC Instance

    The BPC Sizing guide is very vague. Make sure the you leverage the quick sizer on the

    service marketplace. Size your implementation as if it were and SAP BW-IP

    implementation. Plan for time during the implementation to revisit

    sizing after you have demonstrated the capabilities of the solution to the business

    The size of the user base during an implementation can grow exponentially

    Make sure you procure enough servers up front procuring servers can take months

  • Sizing information http://service.sap.com/sizing * www.sdn.sap.com/irj/sdn/performance-analysis

    * Requires login credentials to SAP Service Marketplace

  • Hardware sizing for BPC MS and BPC NW

    http://scn.sap.com/community/epm/blog/2012/03/05/bpc-100-nw-netweaver-sizing

  • Upgrading to BPC 10.0

    Areas that require attention: Reports, including VBA (MS and NW) BAdIs (NW only) Security (NW only) Back-end migration (NW only)

  • Upgrade considerations BPC 7.5 reports may only be built with EV functions. Here is the list of all former BPC 7.5 functions that are backward-compatible:

    evAPD EPMModelCubeDesc evAPP EPMModelCubeID evASD EPMEnvDatabaseDesc evAST EPMEnvDatabaseID evBET EPMComparison evBNV EPMBook evCGP EPMCommentPartialContext evCGT EPMCommentFullContext evCOM EPMSaveComment evCVW EPMContextMember evDES EPMMemberDesc evDIM EPMDimensionType evDNV EPMDocumentList evGET EPMRetrieveData

    evGTS EPMScaleData evHNV EPMURL evLCK EPMWorkStatus evMBR EPMSelectMember evMNU EPMExecuteAPI evPRO EPMMemberProperty evPRP EPMDimensionProperty evRNG EPMCellRanges evRTI EPMRefreshTime evSND EPMSaveData evSVR EPMServer evTIM EPMMemberOffset evUSR EPMUser OsCLD EPMDocument

  • Upgrade considerations (cont.) Some former EV functions have been turned into EPM add-in features and, therefore, are not supported anymore:

    EVEXP (use the new Report Editor instead)

    EVENE

    EVNXP

    EVSET

    EVLST

    EVPXR

    EVHOT (becomes Quick Links functionality in the EPM add-in)

    In case you are using one of the functions above in your former reports, you will have to modify the report manually using the EPM add-in interface

  • Upgrade considerations (cont.)

    EvDRE reports are backwards-compatible using the EPM 10 add-in Once the existing EvDRE function returns OK (meaning that your EvDRE definition is

    valid), the EPM add-in ribbon will change and display an Expand button, as well as former Workbook options (no mix of EvDRE and EPM add-in report on the same spreadsheet)

    Creation of new EvDRE reports through the EvDRE builder wizard is not possible. However, you can copy an existing one and adapt it to match your new model/environment.

  • Upgrade considerations (cont.)

    The EvDRE migration tool exists in order to help customers migrate their BPC 7.5 EvDRE reports to EPM add-in reports. You can access the tool by selecting the More button, and then selecting EvDRE Migration (1).

    Several migration options are available: Active Worksheet, Active Workbook, Planning a Consolidation Server, and Local (2)

    1

    2

  • Result of a migrated EvDRE

    The generated report layout reflects the same expansions in row and column axes, compared to the MemberSet parameter used in the EvDRE expansion range

    A new formatting sheet is automatically created and filled-in with the formats defined in your initial EvDRE format range

    Sorting, ranking, suppressing, and inserting options are not migrated, neither are all shifting columns (columns between the row or column header and the data grid, usually used to display some member properties)

    In case of customized reports, manual adjustments may be required (such as updating BPC 7.5 VBA macros, for example)

    A migration log will be generated after each migration process. You can find it by clicking the More button, and then clicking Log.

  • EPM macros

    The EPM add-in provides BPC macros and BPC events, but with different names compared to former BPC 7.5 macros

    For example, former MNU_eSUBMIT_REFSCHEDULE_SHEET_REFRESH macro is now called SaveWorksheetData and former BEFORE_SEND event is now called BEFORE_SAVE

    Note: In version 7.5, a parameter was needed for BPC events, such as BEFORE_REFRESH(Argument as String). In the EPM add-in, no parameter is needed: BEFORE_REFRESH().

  • Custom menus

    Custom menus Custom menu functionality is no longer available. Customers should either:

    Move to BPF functionality, displaying and executing Business Process Flow actions from the EPM pane

    Use the EPMExecuteAPI (former EVMNU) function from a worksheet that could be linked to a customized ribbon extension, or

    Use Workspaces from the Web portal

    EVMNU EVMNU function is still supported, but will need to be updated manually with the

    new macro names from the new public API

    Books and distribution Book and distribution templates (definition) are automatically migrated and can be

    edited directly through Excel or through the new dedicated UI. Published books will need to be generated again.

  • BAdI migration

    Note: If you have written any BAdIs against internal APIs, then those need to be adopted as internal APIs change in 10.0. These include: Get Dimension Members Get Current View Get Dimensions Read Transaction Data Write Transaction Data (Write Back) Get Metadata Process Dimension Read Master Data

  • Security (SAP NetWeaver only) The migration program

    User management and security SAP Business Planning and Consolidation 7.5 used either Active Directory or CMS accounts. Version 10 uses SAP NetWeaver accounts, instead. As part of a migration, user accounts must be recreated in SAP NetWeaver, and any reference to the user accounts in the environment must be updated to reflect the new security model Once the new accounts have been created in SU01, a mapping file (Excel spreadsheet) with two columns should be created as follows: This spreadsheet should be saved as a Tab-delimited file

  • Security (SAP NetWeaver only) (cont.) The migration program

    User management and security (cont.) References to the user IDs in the OWNER or REVIEWER properties of

    dimensions will be properly migrated References to user IDs in custom-defined properties will NOT be

    migrated The File Service structure will be updated accordingly; domain folders

    will be removed Teams are migrated Task Access profiles are migrated, but will have new, more descriptive

    names Member access profiles are migrated and are called Data Access

    profiles

  • Back-end migration (SAP NetWeaver only) The migration program

    After importing a 7.5 Application Set with UJBR, run the Migration Program: The program name is UJT_MIGRATE_75_TO_10 Called from Transaction Code SE38

  • Back-end migration (SAP NetWeaver only) (cont.) The migration program

    Transaction data and master data can be imported with UJBR before running the migration program (optional) NOTE: User-defined order of members is not retained

    Comments are automatically migrated Journals are automatically migrated Business rules are automatically migrated Validations (now called Controls) are automatically migrated Administration settings and configurations (parameters) are all

    automatically migrated NOTE: Some settings retained in the Web Admin Client, others retained in the IMG (transaction

    SPRO)

    All non-custom Data Manager objects are automatically migrated NOTE: Data Manager log files are not migrated

    Content Library is automatically migrated NOTE: Custom Web pages are not migrated NOTE: Live Reports are not migrated

    BPFs are automatically migrated NOTE: Archived instances are not migrated NOTE: Deprecated actions or actions linking to non-existing content are not migrated

  • Changes in BPC 10 NW

    EXAMPLE: The Application Setup Tasks include these main steps: 1. Manage the KPI Library 2. Manage Roles 3. Manage Conversion Factors 4. Manage Reporting Frameworks 5. View Organization Hierarchy 6. Manage Audit Logs

    BPC NW 7.5 Set Application Set/Application parameters

    BPC NW 10.0

    Controlled only through the related functions or options in the Administration Workspace E.g., Change Status function

    Functional parameters set by the user E.g., APPROVALORG

    Configuration parameters set by the user E.g., ALLOW_FILE_SIZE

    Table = UJA_USER_DEF

    System parameters controlled by the system E.g., AVAILABLEFLAG

    Set these parameter values in the UI of the Administration Workspace E.g., Hierarchy setting managed in the Work Status view

    Set these configuration parameter values in IMG Transaction = SIMGH

    Tables = UJA_PARAM (Cross Environment level)/UJA_PARAM_APP (Environment and Model level), except for a few system parameters, which are still stored in UJA_USER_DEF

    Source: Jens Koerner

  • Parameter: APPROVALORG

    Examples of parameters moved to UI

  • Examples of parameters moved to UI (cont.)

    Parameters: ORG_INTCO ORG_PARENTPROPERTY

    Parameter: COMMENT

  • Content migration The migration program

    Xcelsius Dashboard Dashboards are NOT migrated The following manual steps are required for migration: Open the old .XLF file in Dashboard Designer Remove the old EPM connector Recreate the new connection and set its parameters appropriately

  • Content migration The migration program (cont.)

    Custom Menus Custom menus are NOT migrated That functionality is replaced by the Workspaces and BPF Activity

    Workspaces

  • MOVE calculations into database

    Only transfer RESULTS

    Taking advantage of SAP HANAs strength

    APPLICATION LAYER

    Calculation

    DATABASE LAYER

    Calculation

    Classical Approach

    Future Approach

    Source: Jens Koerner

  • 21 times faster back-end times*

    *Report with 500K cells

    Source: Jens Koerner

  • BPC on SAP HANA stack

  • BPC on SAP HANA Enabling/disabling SAP HANA add-on in SPRO

    Only use SAP HANA as underlying RDBMS in place of SQL, Oracle, DB2, etc., not HANABPC SC

  • Step 1: Database migration for metadata and operational data Create Data Definition Language for appropriate target database using report

    SMIGR_CREATE_DDL Choose target database SAP In-Memory DB, unicode, and the target directory

    Run option Database Instance Export from SAP Installation Master from transfer system Choose target database MaxDB Choose Little Endian (for OS Linux) and unicode

    Step 2: Replace SAP NetWeaver BWs underlying database with SAP HANA database per new

    installation of the system copy using the SAP Installation Master for New DB

    Step 3: Typical post steps in the copy of the SAP

    NetWeaver BW system

    Migration aspects for an SAP HANA empowered SAP NetWeaver BW

    (*) Migrating to further SAP HANA releases is optional

    Option HANA 1.0, SPS3

    SAP NW BW

    RDBMS

    SAP NW BW

    HANA

    BWA

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 106

  • Leading a Successful BPC Implementation What are the key success factors for BPC implementations?

    (1) Product Expertise

    (2) A Structured Project Delivery Methodology

  • Typical Phases of a BPC Implementation

    Based on the ASAP Methodology

  • Example Delivery Plan Implementation Phases

    Project Preparation

    Business Blue Print Realization

    Final Preparation

    Go-Live & Support

    RESOURCES/ACTIVITIES /RESULTS Project Manager (100%) (BPC desireable) BPC Solution Architect (40-60%) BPC Platform Consultant (50-100%) Project Manager (100%) IT Responsible (50-100%) Business Leads (20%)

    RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (100%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (100%) (BW Integration) BPC Consultants funct. 1-3x (80%) (optional) ECC Integration Consultant Business and IT Representatives, PM, nominated endusers

    RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 100%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (100%) BPC Consultants funct. 3x (100%) ABAP Developer (BPC desirable) Business and IT Representatives, PM, Super user

    RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 80%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (60%) BPC Consultants funct. 2x (100%) ABAP Developer (BPC desirable) Enduser, Business and IT Representatives, PM

    RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 80%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (60%) BPC Consultants funct. 1x (100%) Enduser, Business and IT Representatives, PM

  • Business Blueprint

    ASAP Methodology for Implementation 7.1

    Project Preparation

    Business Blue Print Realization

    Final Preparation

    Go-Live & Support

    BPC is a very versatile tool and can be used to cover many different business processes. A BPC Business Blueprint document can therefore look quite differently depending on the type of project and on the client as well. Due to the nature of BPC, there is not a single template that will fit all requirements. This presentation will follow the least common denominator approach to identify those points that should be included in any blueprint document.

  • Business Blueprint Scoping

    The blueprinting activity is a key activity in any BPC project. It is key not to underestimate the time required for this task (at least 20 to 30 percent of the total time of the project depends on the availability of documented requirements)

    Here are some of the factors that will impact the blueprinting effort:

    Type of project (Planning, Consolidation) Number of processes to be covered Level of details required

  • Business Blueprint Process The blueprint document should reflect what is going to be customized in BPC. Therefore it is key that:

    Written in a way that the Business / IT departments fully understand it Use appropriate terminology Have an appropriate level of details

    Sign-off of the blueprint is essential and no implementation should start before a formal sign-off.

    Any change requested after the sign-off should go through a change request process.

    Important must-be steps: Detail Design Documents will provide additional structure and could be

    leveraged in documentation and for unit testing (lean implementation model) Prototyping is a key for early user involvement and to prove designs. It

    reduces change management efforts during Go-Live Preparation (lean implementation model)

  • Business Blueprint Content

    Table of Content Introduction Management/Executive Summary Project Description of AS-IS Situation Description of TO BE Situation Processes to be covered Data Model Data Sources Security Concept Operational Concept Backup approach System Landscapes and Transports Historical Data Migration Concept

  • Business Blueprint Content - AS-IS / TO-BE processes

    The current process and the future process need to be described from A user point of view

    Describe how user interact with the system (data input, execution of calculations, set status, )

    A System point of view Maintenance of system (master data) Data flows Calculations

    Benefit: the comparison of the AS-IS and TO BE processes from a user point of view can then be a good starting point for Change Management activities

    Relevant information in process description: High level and detailed description of process Business Requirements User Roles Security requirements Setup and Customizing in BPC (BPF, Input Schedules/reports, Calculations, Data Model) Custom development requirements Improvements compared to current process

  • Business Blueprint Content - Data Model and Data Sources

    The Data Model should at least have the following information List of all applications List of dimensions per application (and dimension type) High level content for each dimension List of properties for each dimension Description of internal data flows between applications

    The Data Sources need to be specified for the following type of data: Master Data Transaction Data

    For each type data, the source system should be identified and a data import concepts need to be defined, this would include:

    Central / De-central data load Automatic / Manual trigger Full vs. Incremental load Technology used for data load (out-of-the box, development in ABAP, ...)

  • Business Blueprint Content - Operational Concept (Application Management) and Backup (Archiving) Approach

    The operational concept should include System Maintenance

    Maintenance of master data (frequency, responsibility) Initialization of system for a new period Roll-out of application updates/fixes

    User Maintenance Responsibility for maintenance

    Concept for service packs / updates Testing Roll-out of local client (if applicable)

    The backup approach needs to be addressed from a global point of view, if BPC is not run on a dedicated NW server. In that case, the backup strategy will have to be aligned to the strategy of the NW environment.

    If the NW instance is dedicated to BPC, then a strategy can be defined specifically for BPC and it should include:

    Frequency, Type of backup. Restore possibilities and time estimation

  • Business Blueprint - System Landscape and Transports

    This point should define the number of system that will be used (usually Development, Quality and Production).

    Sandbox system is strongly recommended for Support Pack regression tests, prototyping etc

    It should be clearly specified where each type of object will be maintained (for example reports) to specify what needs to be transported.

    For master data, the maintenance should also be detailed, especially for those dimension where the maintenance will be done manually.

    It is also a good idea to come up with an emergency fix concept, for urgent fixes that need to be applied to a production system and that might not go through the full release process.

  • Business Blueprint - Historical Data Migration

    The migration of Historical Data should include at least the following information:

    Source system (or systems) Number of periods required Approach (for calculations, mapping of dimension members, )

    Migration efforts should not be underestimated and could have an impact on the interfaces (might additional temporary interfaces required)

  • Method-based Quality Assurance

    Project Preparation

    Business Blue Print Realization

    Final Preparation

    Go-Live & Support

    Method-based Quality Assurance

    The preferred approach is to integrate the Quality Assurance activities in the project plan. These activities should be carried out throughout the project lifecycle and cover all aspects of the project.

    There will be 3 different types of reviews: Functional Technical Project Management

    Each review should be carried out by experienced resources in the relevant topics, it is also key that the resources engaged in the reviews are not part of the delivery team.

    The Quality Assurance team will be responsible for delivering reports at the different phases of the project

  • Implementation

    Project Preparation

    Business Blue Print Realization

    Final Preparation

    Go-Live & Support

    PM: Project Plan review

    Stage Gate 1 Stage Gate 2 Stage Gate 3 Milestone 1 Milestone n

    Technical: Review of the BPC Transport process, -Performance Analysis Milestone review Technical *

    Functional: Milestone review Application * Stage Gate review (Build review)

    Technical: QA of open technical Issues, Performance Test Design Review

    Functional: Stage Gate review

    Technical: Review the

    maintenance hand ongoing optimization measures put in place for the Go Live, Review of the operational processes and technical handover to operations

    Technical: Architecture and

    Installation Sizing Review

    Functional: Project Plan review Stage Gate review Design advisory

    BPC Reviews

  • BPC QA Roles Role descrip7on QA Slot Phase days

    Technical QA Architecture, Installa4on, Sizing Review BBP 5 days

    Func4onal QA Design advisory BBP 1 day/ week

    PM QA Project Plan review BBP 2 days

    Func4onal QA Project Plan review BBP 2 days

    Func4onal QA

    Stage Gate review BBP 3 days

    Func4onal QA Milestone review Applica4on * Realiza4on 2-3 days / cri4cal milestone

    Technical QA Review of the BPC Transport process, -Performance Analysis

    Realiza4on ~ 10 days

    Technical QA

    Milestone review Technical *

    Realiza4on 1-2 days (op4onal)

    Func4onal QA Stage Gate review (Build review) Realiza4on 5 days

    Func4onal QA

    Stage Gate review Final Prepara4on (Test Phase)

    3-5 days

    Technical QA

    QA of open technical Issues, Performance Test Design Review

    Final Prepara4on (Test Phase)

    ~ 5- 10 days

    Technical QA

    Review of the maintenance and ongoing op4miza4on measures put in place for the Go Live, Review of the opera4onal processes and technical handover to opera4ons

    Go-Live & Support

    ~ 5-10 days

    QA Roles - Commitment

  • Step-by-Step

    1) Agree on Quality Assurance scope

    Project management, executive sponsor and client representative 2) Secure Quality Assurance team

    Quality Assurance stream lead 3) Define Quality Assurance plan

    Project management, Solution Architect and Quality Assurance stream lead 4) Provide budget

    Project management 5) Present Quality Assurance team to client

    Project management, Design Authority and Quality Assurance team

  • Review approach and examples

    Reviews as part of the Quality Assurance stream are following the same approach.

    1) Assessment of status quo and pain points with relevant client representative and project team members (different views)

    2) Execute review and document results 3) Present outcome to the client representative and project team member 4) Formalize report and present results to the stakeholders

    The must-be reviews are on the following topics: Business Blueprint review Implementation review (Assessment of build quality - Functional review) Performance review (reports / input schedules, calculations)

  • Blueprint and Implementation Reviews Blueprint and Implementation Reviews are considered as usually a 5 day initiative

    To secure on the project stages Business Blueprints and Realization that

    Implementation of business requirements are following best practices as much as possible (like business rules instead of script logic, Process Flows instead of one huge workbook) but also giving some advisory regarding project approach

    to proof the implemented solution if potential risks are considered during the build (like maintenance efforts for the model, performance etc.) Milestone-based

    Mandatory outcome for any review:

    Provide an action plan (with type of resources and planned activities)

  • Performance Reviews Methodology Preparation:

    Get an understanding about the implemented solution anticipate potential performance impacts.

    Get the most critical report (if reporting has performance issues) to check VBA usage, usage of formatting, member selections, no. of formulas (BPC 7.x/EPM 10), no. of sheets in a workbook.

    Request system access for BPC client, BW backend server with the authorization to UJSTAT

    Execution:

    Get in touch with client stakeholders / implementation team and make short interviews to understand the individual experiences about the performance

    Check provided information regarding client settings, server settings, BWA etc.

  • Performance Reviews Methodology (contd)

    Reporting runtime issues If several sheets are used isolate them and run them one by one and the

    workbook

    Run stress tests and benchmark with iterative approach and document result using Tcodes UJSTAT, MDXTEST etc.

    Benchmark Networktime using Fiddler etc.

    Activate / Deactivate VBA, formatting etc to identify the bottlenecks

    Either eliminate bottlenecks directly or make a list of action items

  • Performance Reviews Methodology (contd) Write-back runtime issues

    Check writeback time in UJSTAT

    Analyze the default logic and, if used, the called BAdI

    Test script logic using UJK_Script_LOGIC_TESTER

    Improve script logic and/or ABAP or request a scripting resource to do it

    Analyze write-back calculations and evaluate potential batch jobs (real-time vs near-time availability of calculated no.)

  • Performance Reviews Methodology (contd) Logon issues Check on different client desktops (document different client

    settings)

    Check on BPC clients installed on the .NET Server (usually different client settings as no standard client images)

    Check logon process (download dimension files etc)

    Check SDN, Customer Message System to identify potential bugs/side effects from SPs as usually client logon issues are reported soon from clients

    Open customer message as soon it looks into a direction of SW related issues

  • Performance Reviews Findings

    Possible reasons for performance issues : Lack of data in the development system (reports were build on

    completely empty applications), so the performance of the reports could not be assessed upfront (some dummy data should be generated in the development system)

    Lack of stress testing activities in project plan in system with large number of concurrent users

    Design errors. An application, calculation or report were designed in a way that they could not be performant

    Performance is a very important component in a project and it should be addressed right from the beginning of the project. Pushing the performance topic to the end of a project will most of the time end up causing delays in the project.

  • Remember

    Key success factors for BPC implementations:

    Product Expertise

    A structured Project Delivery using Best Practices Method-based Scoping and Implementation efforts

    Blueprinting

    Project Quality Assurance

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 131

  • A Sales Planning Case Study / Demo

  • Agenda The Planning Process Benefits of a Business Planning Solution BPC, an Overview The EPM Add-In Understanding the BPC Architecture Installing / Upgrading BPC Leading a successful BPC Implementation Demo A Sales Planning Solution Wrap Up

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 133

  • Q& A

    ?

    10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 134