#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Transformation

#askSAP EPM Innovations Community Call:
How Planning Can Ignite Digital Transformation

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 2Public
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the
permission of SAP. This presentation is not subject to your license agreement or any other service or subscription
agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related
presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation
and SAP's strategy and possible future developments, products and or platforms directions and functionality are all
subject to change and may be changed by SAP at any time for any reason without notice. The information in this
document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This
document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied
warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational
purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this
document, except if such damages were caused by SAP´s willful misconduct or gross negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,
which speak only as of their dates, and they should not be relied upon in making purchasing decisions.
Legal disclaimer

SAP BusinessObjects EPM Innovations
Community Call Series
• A new series for the EPM community
hosted by SAP
• An opportunity for you to direct the
discussion, get your questions answered,
and end the session with some useful
advice
• Live and interactive 90 minutes
• Connect on topics before, during, and
after the call via twitter using #askSAP

Today’s Speakers
Pras Chatterjee
Senior Director
Product Marketing
SAP
@prasc
David Dixon
Partner Principal
TruQua Enterprises
@davidcdixon
Derek Johnson
SAP HANA Product
Manager
SAP
Tony Klimas
Partner, EY Advisory
EY
@tonyklimas

Tony Klimas, EY
Opening Keynote
Public

The better the question. The better the answer.
The better the world works.
Is the future of finance
new technology or
new people?
Preparing for the future finance
function
Presentation of select findings

Is the future of finance new technology or new
people?
Introduction

people?
The DNA of the CFO series
► 55 Part 1: Do you define your CFO role? Or does it define you? The disruption of the CFO's DNA.
CFO role being reshaped by four forces: digital, data, volatile risk, and stakeholder scrutiny and
regulation.
To meet those challenges, CFOs need to re-evaluate their own competencies, and those of their
team …
Released May, 2016
Part 2: Is the future of finance new technology or new people? Preparing for the future finance
function.
Technological innovation is providing an opportunity for CFOs to transform their finance function into
a fact-based decision center for the whole organization. But as many traditional finance tasks are
automated, the profiles and skills of finance people will need to evolve.
Released September, 2016
Part 3 to be released in November 2016 – see EY.com/CFO for more information

people?
Study overview
The DNA of the CFO study is based on a survey of 769 finance leaders around the world, conducted from December 2015 to February 2016, and one-on-one
interviews with the following CFOs.
Gerry Bollman
CFO, Fletcher Building
Frank H. Lutz
CFO and Member of the Management Board, Labor
Director, Covestro AG
Robin Stalker
CFO, adidas Group
Claude Changarnier
Vice President of International Finance Microsoft
International
Ryan Mangold
Group Finance Director, Taylor Wimpey
Francesco Tanzi
CFO, Pirelli & C. S.p.A
Chris Chen
COO & CFO, DDB Greater China
Malina Marinova
Senior Finance Manager at Progress; Former CFO of
Telerik
Jacques Tierny
CFO, Gemalto
Miguel Escrig
Head of Finance, Telefónica
Darren Tan Siew Peng
CFO, OCBC Bank
Zlatko Todorcevski
CFO, Brambles
Deborah Gibbins
CFO, Mary Kay
Mavinakere Ranganath
CFO, Infosys
Suketu (Suky) Upadhyay
Executive Vice President and CFO, Endo International plc
Simon Kelly
Former CFO and COO Nine Entertainment Co.
Eriikka Söderström
Former CFO, KONE
Peter Vekslund
Executive Vice President & CFO PANDORA A/S
Dr. Stefan Kirsten
CFO, Vonovia
Anthony Staffieri
CFO, Rogers Communications Inc.
Kelly Wong
CFO, KIDO Group
Dr. Guy Look
CFO and Executive Director, Sa Sa International Holdings
Limited

people?
Survey’s demographic summary
Region
21%
28%
51%
Americas
Asia-Pacific
EMEIA
37%
17%
46%
Up to US$500m
Between US$500m and
US$1b
More than US$1b
1. See slides at end for detailed demographic breakdown.
2. “Other” finance role includes: Head of Finance Team, Director of Corporate Controlling, Director Financial Control & Planning.
0.1%
1.7%
2.5%
2.6%
2.7%
3.4%
3.6%
4.7%
5.2%
5.5%
6.6%
7.8%
7.8%
7.9%
8.3%
9.5%
9.6%
10.4%
Other public
Private equity
Mining and metals
Real estate
Asset management
Telecommunications
Oil and gas
Power and utilities
Insurance
Diversified industrial products
(including aerospace and defense and chemicals)
Cleantech
(including energy, water, transportation,…
Other commercial
Banking and capital markets
Life sciences
Media and entertainment
Technology
Automotive and transportation
Consumer products
Size
Sectors

people?
CFOs are focused on technological transformation and
new skill development

people?
I think the most important thing for a senior executive of this
company – the CEO and myself – is to explore, ‘What is the
future for the business?’ Where do we want the company to
be in five years’ time? … Part of our job as an agency is to
find creative ideas. So we need to know what the future is. I
recently met with two people and we had a discussion about
virtual reality. In another meeting we were talking about
mobility. These are the things a CFO need to look at and
discuss.“
Chris Chen
COO & CFO, DDB Greater China
“

people?
Technology

people?
Five technology innovations set to transform the
finance function
1 Advanced data analytics and forecasting
2 Robotic process automation
3 Cloud and SaaS
4 Artificial intelligence
5 Blockchain

people?
People

people?
From a skill-set perspective, we are constantly
looking to slowly shift the organization to
automate manual processes. Analytics are key,
so we are growing our base of skills and
positions that do more analytics for our business
partners than we are spending time processing
invoices or expense reports.”
Deborah Gibbins
CFO, Mary Kay
“

people?
Two people priorities for CFOs
Building a new finance function operating model
Design a future operating model that focuses their best people on key priorities and
delivers a smarter, more forward-looking and resilient finance function
1Challenging the assumptions about what constitutes finance talent
Challenge their own and others’ assumptions about what constitutes finance talent, how to
find the right profiles, form strategic alliances and develop the skills needed to thrive in an
increasingly connected, data-rich future
2

people?
Priority one
Building a new finance function operating model
Looking ahead five years from now, what are the top finance capabilities that will be critical to meeting the
demands of your organization?
Smarter
Better aligned to the business
More forward-looking
More resilient
Future
operating model
33%
40%
46%
53%
56%
57%
Investor relations
Management of regulations to meet increasing and changing
requirements
Corporate reporting, including meeting increase demands of
stakeholders, from boards to investors
Big data and advanced analytics to provide business intelligence and
management information
Sophisticated planning and forecasting
Strategic risk management, including reputational, regulatory and
cyber risk

people?
Priority two
Challenging the assumptions about what constitutes finance talent
Rethinking what
constitutes
finance talent
Look beyond
traditional
financial
analysis skills
Develop better
finance business
partners
Find digital
finance talent
Use alliances to
go beyond what
your organization
can deliver
alone

people?
Tomorrow’s finance talent – key findings
Looking ahead five years from now, how important will the following people and skills initiatives be for
your finance function? (percentage that have indicated initiative as ‘critical’ or ‘very important’)
57% 57% 55%
47%
Building skill in predictive and
prescriptive analytics
Improving regulatory knowledge
to keep abreast of an uncertain
changing environment
Improving digital technology
skills in areas such as mobility,
cloud, SaaS
Developing deep technical skills
in key areas of risk such as cyber

people?
The vision that we’ve created is called ‘SMART Finance.’
This means the need to think Strategically, and Mine data
for insights. With an understanding beyond numbers, we
are then in a better position to Analyze and Advise our
business partners in terms of their performance and their
utilization of Resources. This way, we can help to facilitate
the formulation and refinement of the business strategies of
the bank, and optimize the allocation of resources to these
strategies. Most importantly, we need to groom Talent to
make all these SMART things – strategy, mining data,
analysis and resource allocation – happen.”
Darren Tan Siew Peng
CFO, OCBC Bank
“

people?
Some final thoughts from the front lines…
► Some common mistakes as people pursue EPM initiatives:
► Trying to leverage new technology around the current process and organization
► Short term, “quick-win” focus at the expense of a longer term vision and strategy
► Tools are important, but process and organization is what pays the bills
► …And some “leading practices”:
► The business i.e., CFO needs to own the initiative
► The team needs to understand the big picture while still being able to focus on the
details
► An iterative phased approach is almost always better than a big bang
► Understand the vision and roadmap of your technology provider is just as important as
understanding your own vision and roadmap

Visit ey.com/dnaofthecfo or connect with our people
for more perspectives:
Global
Tony Klimas
EY Global Finance Performance
Improvement Advisory Leader
Tel: +1 212 773 5949
Email: tony.klimas@ey.com
EY.com/CFO

people?
Q&A

Pras Chatterjee
Overview of Planning Solutions at SAP
Public

SAP Solutions for Planning
 Unified Planning and Consolidation
 Built on SAP BW and can be powered by SAP HANA
 Available on-premise or on SAP HANA Enterprise Cloud
 Integration with SAP ERP as part of SAP S/4HANA
SAP
BusinessObjects
Planning and
Consolidation,
version for SAP
NetWeaver
 Unified Planning and Consolidation
 Built on Microsoft SQL Server platform
 Available on-premise*
 Client profile is often non-SAP install base**
SAP
BusinessObjects
Planning and
Consolidation,
version for the
Microsoft
platform
 Financial Planning and Analysis in the Cloud
 Modern, consumer-app look and feel
 In-context analytics and social collaboration
 High performance, real-time platform
SAP
BusinessObjects
Cloud for
planning
*can be hosted
**also used by some core SAP customers

SAP Financial Planning Deployment Options
Alternative Planning Options Prerequisites/Restrictions Corresponding Planning
Solution
SAP BusinessObjects Planning and
Consolidation Standard Model
Any supported release and
database
SAP BPC NW or SAP BPC MS. Available
on-premise or via managed (private) cloud
on HEC.
Consolidation Embedded Model
SAP BPC 10.1, SAP NetWeaver
7.4, and SAP HANA
as underlying database
SAP BPC NW. Available on-premise or via
managed (private) cloud on HEC.
SAP BusinessObjects Planning
and Consolidation optimized for
SAP S/4HANA Finance (formerly
IBPf)
SAP S/4HANA (ERP on HANA
with SAP Accounting)
SAP BPC NW. Available on-premise or via
managed (private) cloud on HEC.
SAP BusinessObjects Cloud for
planning
No prerequisites SAP BusinessObjects Cloud for planning.
(Public cloud on HCP)
All BPC. Choice is
dependent on
specific use case
to be addressed.
*SAP BPC is SAP BusinessObjects Planning and Consolidation

Q&A

Pras Chatterjee
Consolidation version for SAP NetWeaver –
S/4HANA and Future Product Direction
Public

SAP BusinessObjects Planning and Consolidation 10.1,
Version for SAP NetWeaver
Complete feature support on both Standard and Embedded model
 Consolidation capabilities with embedded model
 Local administration to offer great line-of-business flexibility
Real Time Data Access
 Financial Planning embedded into S/4HANA Finance allowing live integration to
business transactions
Advanced Collaboration
 Enhancements to Business Process Flows and Work Status
Lower cost of ownership
 Pre-delivered financial planning content with BusinessObjects Planning and
Consolidation optimized for S/4HANA Finance
 Deploy with the SAP HANA Enterprise Cloud service with subscription pricing
to get up and running faster with lower up-front costs
Solution today

SAP BusinessObjects Planning and Consolidation Optimized for
SAP S/4HANA Finance
 Financial planning capabilities provided by SAP BusinessObjects Planning and
Consolidation integrated into SAP S/4HANA Finance
 Supporting real-time actual to plan reporting and variance analysis
 Deployable on a single system
 Access in real time to master data and actuals (universal journal) from SAP
S/4HANA Finance
 Data replication for purposes of planning no longer required
 Single solution supporting the end-to-end planning and reporting process
 Integrated planning across the finance functions – planning in one area
automatically updates plan values within other areas (eliminates silos)
 Delivered content designed to accelerate implementation
Solution today

SAP BusinessObjects Planning and Consolidation NW on SAP HANA
Optimized for SAP 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

SAP S/4HANA Finance
SAP BPC Optimized for SAP S/4HANA
Integrated platform supporting end to end financial reporting and planning
General Ledger 2, …
(SAP or Non SAP)
Central Finance: Real time Integration
(Available Today)
SAP BusinessObjects Planning and Consolidation
SAP Cash Management
(Available today)
SAP Accounting
(Available today)
Planning
(Available today)
Consolidation
(Planned*)
SAP HANA
General Ledger 1
(SAP or Non SAP)
* Consolidation functionality exists
today for BPC on HANA. Optimized for
S/4HANA is a planned future release

1
Real Time Data Access
Enables fast issue resolution and gets you
closer to the business
6
Integrated Financial Planning
Integrate your financial plans across the enterprise with a
single tool for collaboration across the Finance function
2
Reduced Total Cost of Ownership
Single environment, significantly less data movement to
manage, eliminates need for time consuming reconciliation
processes and analysis of data inconsistencies
7
Unified Planning & Consolidation for
SAP S/4HANA Finance
Shared master data, reporting, business functions, security
3
Delivered Content
Accelerate innovation and reducing cost of implementation
with ready to use out of the box functionality
8
Start Today
Start with SAP BusinessObjects Planning and Consolidation
today and move to SAP S/4HANA model in the future without
re-implementation
4 Responsiveness
Closes the gap between insight and action
9
Harmonized Processes and Data
Common processes across your plans and actuals leveraged
in one system (consistency between plan and actual data)
5
Enhanced Visualization
Top of the line visualization capabilities using SAP Fiori and
SAP BusinessObjects Business Intelligence tools
10
Foundation for Finance
Transformation and Innovation
A seamless path to your finance transformation
SAP BPC Optimized for SAP S/4HANA
SAP’s unique value proposition for Planning and Forecasting

Start Today: Prepare SAP BPC Standalone for a Future Migration to
SAP BPC, optimized for SAP S/4HANA Finance
BPC Standalone (Embedded Model) BPC, optimized for SAP S/4HANA Finance
Reporting, Planning
Functionality
Please refer to SAP Note
2243472 for further details

Scope Key benefits
SAP BusinessObjects Planning and Consolidation, version for
SAP NetWeaver – standard and embedded model
Digital transformation
• Support for SAP BW/4HANA
• Dashboard
• Integration with predictive analytics
UX simplification and personalization
• Transformed user experience
• New home page
• UX improvement on business process flow runtime
Consolidation
• Push consolidation engine to SAP HANA
• Push control logic to SAP HANA
• Advancement consolidation monitor
• Advanced journal
• COI and IPI/IPA
•
Collaboration
• Business process flow integration with Excel client
• Support for next-generation SAP BW/4HANA
• Improved dashboard capability through integration with SAP BusinessObjects
Lumira and SAP BusinessObjects Design Studio
• More accurate planning with user-friendly predictive capabilities using the
predictive analysis library in SAP HANA
• Continuous improvement of user experience with SAP Fiori UX
• Fresh new home page design allowing personalization and quick access to
frequent used features
• Optimized “My activities” user experience to better suit business need
• Further improvement on consolidation performance by pushing consolidation
calculation logic to SAP HANA DB
• Enhancement control capability and performance by reusing SAP HANA rules
framework
• Flexible consolidation monitor including tasks, work status, controls, and
calculations
• Multiple journal templates, advanced journal settings and validation, journal
upload
• Consolidation of investment, intercompany profit elimination of inventory/asset
• Dedicated business process flow pane in Excel client to improve efficiency for
business user
Planned innovations

Scope Key benefits
SAP BusinessObjects Planning and Consolidation, version for
SAP NetWeaver – embedded model
Line-of-business flexibility
• Model planning function in Web client
• Planning function with business process flow and Web reporting
• Navigation attribute support
• Support for SAP BusinessObjects Analysis for Microsoft Office workbook from
SAP BusinessObjects Enterprise
Collaboration
• Advanced comment
UX simplification and personalization
• Query-less reporting
Consolidation
• Real-time consolidation
• Matrix consolidation
• Various enhancements
• Business user enabled to create planning functions/sequences with simplified
user experience
• Powerful planning capability enabled in Web client
• Full support for navigation attribute in business process flow and data access
profile
• Better integration with business intelligence (BI) platform, support SAP
BusinessObjects Analysis for Microsoft Office workbook from SAP
BusinessObjects Enterprise in business process flows
• Full commentary capabilities, enhancing complex planning processes
• Enable business user to create ad-hoc reports(input forms) without IT
involvement
• Continuous improvement for consolidation with SAP S/4HANA
• Matrix consolidation capability provided by introducing U.S. elimination rule
• Better compounding support, flexible hierarchy support in business rule,
transport
• Multiple journal templates, advanced journal settings and validation, journal
upload
Planned innovations

Scope Key benefits
SAP BusinessObjects Planning and Consolidation, optimized for
SAP S/4HANA
• Enhancements in the area of simulation of cost allocations
• Activity price and activity consumption planning
• Workbook redesign
• Basic sales planning workbook
• Model extension tool (MET)
• Integration with SAP Integrated Business Planning for sales and
operations
• Enhanced support for simulating impact of changes on key drivers of
allocated costs on receiving administrative and production cost
centers. Now, the distribution mechanisms “ratio,” “consumed
activity,” and “fixed amounts” can be included in the simulation.
• Easy to estimate the consumption of and resultant costs of
consuming internal services during the planning process
• Planning workbooks will be redesigned to meet SAP Fiori UX style
guides
• End-user-friendly, simple workbook to record expected sales prices
and quantities by material and customer group
• To reduce setup time, MET automatically generates info objects and
many other artifacts needed to get the planning solution running in a
shorter time frame, including customer-specific planning dimensions
• Enhanced data quality and reduced effort in integrating sales and
operational planning data into the overall profit-and-loss planning
process
Planned Innovations

Q&A

Derek Johnson
SAP BusinessObjects Cloud for Planning
Public

SAP BusinessObjects Cloud
Overview
Cloud data sources
and applicationsData connectivity
and modeling
Visualizations and
geospatial
Collaboration and
events
Auditing and
monitoring
Planning
Planning
Allocation
Business
Intelligence
Exploration
Storyboards
Predictive
Forecasting
Segmentation
Governance, Risk,
and Compliance*
Access controls
SAP Digital Boardroom
On-premise data sources and applications
SAP HANA Cloud Platform
Core
Capabilities
Advanced
analytics
* Planned

• 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
• Analyze, plan and visualize in the same
application
• Personalize your KPIs, dashboard,
processes and stories
• Collaborate in-context of your plan and
make faster decisions
Simplify Experience
• 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
Trust
Overview
Today

Planning Specific Capability Overview
Modeling
• Account dimension
• Organization dimension
• Calculated Members
Basic Functions
• Private/Public versions
• Share private versions
• Booked/unbooked values
Connections
• BPC Standard Model (read & write back)
• BPC Embedded Model (query read)
Planning Functions
• Copy/paste
• Direct entry by %
• Distributions
• Spreading
• Allocations
Planning Capabilities
• Local Currency (Demo)
• Asymmetric Report
• Predictive Forecasting
• Value Driver Tree
• Input Task

SAP BusinessObjects Cloud for planning
Modeling
 Secure version
 Advanced currency conversion capabilities
– Loading preconverted actuals
– On-the-fly conversion during planning
 Extended multimodel linking capabilities
Report/calculation engine
 Enhanced asymmetric reporting
 Plan on asymmetric report
 International Business Communication Standards (IBCS)-like table
Process flows
 Enhanced input schedules
– Set recurrence for input schedules
– Monitoring of workflows/input schedules
– Validations enabled
Value driver tree
 Enhanced consumption flow
– Add, remove, relink nodes
– Group, ungroup nodes
 Consumption of calculated accounts
This is the current state of planning and may be changed by SAP at any time.

Q&A

48© 2015 SAP SE or an SAP affiliate company. All rights reserved.
SAP BusinessObjects BPC Product Availability Matrix – http://bit.ly/SAPBPC_ProdAvail_Matrix
Connect with SAP BusinessObjects BPC community experts on SCN - http://bit.ly/SAPBPC_Community
SAP BusinessObjects BPC Help Portal– http://help.sap.com/bopac
SAP BusinessObjects EPM & BPC Roadmap – http://bit.ly/SAPEPM_BPC_Roadmap
SAP BusinessObjects EPM & BPC Customer Stories – http://bit.ly/SAPEPM_Customer_Stories
Online Resources

© 2016 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate
company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.
National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its
affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and
services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as
constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop
or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future
developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time
for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-
looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place
undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Transformation

Empfohlen

Empfohlen

Weitere ähnliche Inhalte

Was ist angesagt?

Was ist angesagt? (15)

Ähnlich wie #askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Transformation

Ähnlich wie #askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Transformation (20)

Mehr von SAP Analytics

Mehr von SAP Analytics (16)

Kürzlich hochgeladen

Kürzlich hochgeladen (20)

#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Transformation