An Expert Guide to Migrating from the SAP NetWeaver BW Integrated Planning Tools to SAP...

8/9/2019 An Expert Guide to Migrating from the SAP NetWeaver BW Integrated Planning Tools to SAP BusinessObjects

http://slidepdf.com/reader/full/an-expert-guide-to-migrating-from-the-sap-netweaver-bw-integrated-planning 1/58

0



© 2009 Wellesley Information Services. All rights reserved.

An Expert Guide to Migrating

from the SAP NetWeaver BWIntegrated Planning Tools toSAP BusinessObjectsPlanning and Consolidation

Anna VladiLAZAR Consultants



22

In This Session, We Will …

• Introduce the SAP BusinessObjects Planning and Consolidation

application• Discuss Corporate Performance Management (CPM)

• Cover when it is an appropriate time strategically to migrate fromthe integrated planning features of SAP NetWeaver ® BusinessWarehouse (SAP NetWeaver BW) to SAP BusinessObjects

Planning and Consol idation• Compare side by side the planning and consolidation application

and the integration features of SAP NetWeaver BW

• Cover in depth functionality of the planning and consolidationapplication

• Discuss the SAP Roadmap for SAP BusinessObjects Planningand Consol idation

• Discuss the project scope and project plan

• Talk about involving the Steering Committee and what role it plays

in controlling the project scope



33

What We’l l Cover …

• Understanding SAP BusinessObjects Planning and Consolidation

• Comparing SAP BusinessObjects Planning and Consolidationvs. Integrated Planning

• Taking an in-depth look at the functions of SAP BusinessObjectsPlanning and Consol idation

• Exploring SAP BusinessObjects Planning and Consolidationfor Office

• Evaluating key migration considerations

• Reviewing the SAP Roadmap

• Wrap-up



4

What Is SAP BusinessObjects Planning and Consol idation?

• SAP BusinessObjects Planning and Consolidation is a robust

planning and consolidation application that can meet all of your budgeting, planning, consolidation, and reporting requirements

Version for SAP NetWeaver

Version for Microsoft platform

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

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

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

stringent regulations and reporting requirements across theglobe

4



5

What Is SAP BusinessObjects Planning andConsolidation? (cont.)

• Typically, SAP BusinessObjects Planning and Consolidation

covers six key areas: Strategy Management (strategic planning, initiatives, etc.)

Budgeting/Planning

Financial Close/Consolidation

Forecasting Financial Reporting & Analysis

Performance Reporting (profitability, dashboards,scorecards, etc.)

5



Benefits of SAP BusinessObjects Planning andConsolidation

• Planning that is traditionally done once a year

•

Many companies are moving to a rol ling monthly/quarterly forecast• Often begins by setting top-level targets and pushing down

• Top-down process typically followed by intensive bottom-up process at a fairlylow level of detail

Detailed revenue planning

Detailed headcount plan (employee-level detail or higher) Detailed expense plan

Detailed capital expenditure plan

Balance sheet/cash flow plan

• Allocations/corporate adjustments Various overhead allocations

Adjustments to bring bottom-up plan in line with top-down targets

• Consolidation/reporting

Consol idations, eliminations, etc.

Distribu te budget reporting package(s) 6



SAP Financial Closing Cockpit Integrated into SAPBusinessObjects Planning and Consolidation

• Instead of usinga series of localchecklists, youwant to managethe period-end

closing processcentrally

• In addition, youwant a centralreference pointfor all the tasksthat must becarried outregularly inyour company



Forecasting

• Typically summary level of in formation

•

Often includes extensive assumptions/driver-based models• Most companies moving to a roll ing 12-, 18-, or 24-month forecast

• Frequently included as part o f quarterly guidance provided to analysts

• Profit and Loss (P&L)

Consol idated or d ivisional level of detail (not usually cost centers)

Largely handled by Finance with less input f rom division managers

• Balance sheet

Derived from P&L using drivers/assumptions

Some lines may inc lude complex assumptions/forecasting methodologies

• Cash flow Derived f rom balance sheet and P&L using assumptions

Often the most important component of the forecast – Everything else donein support of the cash flow

10



Performance Reporting

• Encompasses a wide variety of report ing needs

•

Report books/packages• Crosses business processes (forecast vs. actual)

• Extensive ad hoc requirements

• Dashboarding and scorecarding

• Where does SAP BusinessObjects Planning and Consolidation do well?

Ad hoc reporting

Basic metrics management and reporting

Product ion report creation and distribution

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

Balanced scorecarding Activ ity-Based Management (ABM)

11



Areas of Consideration

• SAP BusinessObjects Planning and Consolidation provides:

User experience SAP NetWeaver native integration

Many funct ions are code-driven

Microsoft Excel intensive existing processes

Microsoft Excel automation

SAP ERP optimization

12










• Wrap-up



Let’s Compare …

14

Application-based approachEngine-based approach

Integrated Planning with

SAP NetWeaver BW

SAP BusinessObjects Planningand Consolidation 7.0, version for

SAP NetWeaver

Data Warehouse-centric

Microsoft Excel-based analysis features

Owned and managed by IT

Standardized hierarchical planning

processes managed by IT Unified planning and consolidation

Agile planning processes driven

by end users

Self-service-reporting and analysis with

complete Microsoft Office integration

Owned and managed by the Business



15

Architecture

15

SAP BusinessObjectsPlanning and ConsolidationPlanning

Consolidation

Reporting

Integrated Planning withSAP NetWeaver BW

SAP B i Obj t Pl i d C lid ti U



16

SAP BusinessObjects Planning and Consolidation User Experience

• Unified No integration between applications = Less costly

implementation

No integration = Less costly, less t ime consuming maintenance

Simple administration = Finance-owned, saving IT $$ and time 16

I t t d Pl i ith SAP N tW BW U



17

Integrated Planning with SAP NetWeaver BW User Experience

17

Too many layers

SAP B i Obj t Pl i d C lid ti



18

SAP BusinessObjects Planning and Consolidation —Training

• Leverage existing ski ll set (Microsoft Office) =Less training time and $$

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

• Users spend time on analysis vs. time figur ing outhow to accomplish tasks in the application

18



19

Integrated Planning with SAP NetWeaver BW — Training

• Proprietary knowledge cannot be obtained without specifictraining

19



20

The Solution

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

all on the SAP NetWeaver platform

20



2121








• Wrap-up



22

Initiating a Budget Report

22

Unification of tasks, activities, and results



23

Budget Report in Microsoft Excel

23

Reports are developed in Microsoft Excel



24

Dashboards

24

ActivitiesPanel

Web Interface



25

Regulatory

25

Jumping to regulatory reports from the SAP

BusinessObjects Planning and Consolidation menu



26

Financials

26

Exporting into Microsoft Office is a native

functionality



2727








• Wrap-up

What Is SAP BusinessObjects Planning and Consolidation



28

What Is SAP BusinessObjects Planning and Consolidationfor Office?

• SAP BusinessObjects Planning and Consolidation for Office combines the power of the application wi th the rich functionality of Microsoft Word, PowerPoint, and Excel

With SAP BusinessObjects Planning and Consolidation for Office, the user has all the Microsoft funct ionality that everyoneis familiar with

Plus your worksheets, documents, and slide shows that arelinked directly to the application database that houses your

company’s reporting data• SAP BusinessObjects Planning and Consolidation for Office allows users to collect

the data; build, and distribute reports; perform real-time analysis; and publishreports in a variety of formats

Users can save reports disconnected from the database andtake reports completely off line and dis tribute them according

to user access righ ts

28

OTHER AVAILABLEINTERFACES

Understanding SAP BusinessObjects Planning and



29

Understanding SAP BusinessObjects Planning andConsolidation for Microsoft Excel

29



30

Understanding the Toolbars

• Data Manager toolbar

• Journal toolbar

30



31

Creating Book Templates

• A book template is a pre-formatted worksheet used to create a book of reports

You can start with the empty worksheet or an existing book template, and modify it

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

application set, ApShell

Performance.xls contains a section called TOC, which provides an index of thereports created by the Performance Reports section

The section called Performance Reports, by default, provides performance data for a

set of entities wi thin a set time period You can edit the fields in the performance.xls workbook to create a new book

template

31



32

Creating Book Templates (cont.)

32



33

Creating Book Templates (cont.)

33

Starting SAP BusinessObjects Planning and Consolidation



34

Starting SAP BusinessObjects Planning and Consolidationfor Word

• You start the application for Word from the SAP BusinessObjects

Planning and Consolidation for Office launch page• After starting the planning and consolidation application for Word,

you can start using i t by making a selection from the action pane

You can also use the SAP BusinessObjects Planning and

Consolidation for Office toolbar to perform tasks To start the application for Office, select SAP

BusinessObjects Planning and Consolidation for Word fromthe SAP BusinessObjects Planning and Consolidation for Office launch page

34



SAP BusinessObjects Planning and Consolidation System



36

SAP BusinessObjects Planning and Consolidation SystemReports

• SAP BusinessObjects Planning and Consolidation system reports

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

• You can report on:

Activity audit information

Security Comments

Data audit information

Work states

36

Wh t W ’l l C



3737








• Wrap-up

M j St i Mi ti



38

Major Steps in Migration

• Evaluate your current environment

Business Planning and Simulation (SEM-BPS) for SAP BW 3.5 Business Planning and Simulation (BW-BPS) for SAP NetWeaver

BW 7.0

Integrated Planning (IP) for SAP NetWeaver BW 7.0

• Confirm your patch levels SAP NetWeaver BW SP16 enhancement packs 1 through 4

Can SAP BusinessObjects Planning and Consolidationenhancement pack 1 exis t with BPS for SAP NetWeaver BW 7.0?

• Install enhancement packs Enhancement pack 1 or 4

• Evaluate complexity of your planning models

• Consider pilot planning development

Mi ti



39

Migration

• Question

When would you recommend SAP BusinessObjects Planningand Consolidation?

• Answer

DEPENDS where you start from

If you are on IP, then work in phases Wait for enhancement pack 4 instead of using enhancement

pack 1

If you are on SEM-BPS, migrate to BPS on the SAP

NetWeaver BW 7.0 platform and then phase-out into SAPBusinessObjects Planning and Consolidation

It gets tricky if you are merging BPS for SAP BW 3.5 with BPS for SAP NetWeaver BW 7.0 and SAP BusinessObjects

Planning and Consolidation 39

T h i l Ti



40

Technical Tips

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

• If you are on SEM-BPS, move to BW-BPS on the SAP NetWeaver BW 7.0 platform

Do not install enhancement pack 1

SAP BusinessObjects Planning and Consolidation with

enhancement pack 1 and BPS cannot co-exis t Wait for enhancement pack 4, then move to the latest release of

SAP BusinessObjects Planning and Consol idation

• If you are moving from SEM-BPS, use a transport method even if

you are redesigning your cubes It is always easier to change than recreate

Make a copy of production and upgrade it to SAP NetWeaver BW 7.0 before doing transports

B t P ti



41

Best Practices

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

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

in phases

• Have a project plan in place

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

of SAP NetWeaver BW/BPS/IP and SAP BusinessObjects Planningand Consol idation

41

B t P ti ( t )



42

Best Practices (cont.)

• Create milestones and deliverables

• Used phased-out approach• Consider the complexity of your planning models and functions

• Involve your business, because in the end this is going to be their environment

• Have controls in place to curb scope• Get support from project sponsors

• Communication is the key

T ki Thi P j t i t Gl b l E i t



43

Taking This Project into a Global Environment

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

• Consider converting all sites to Unicode environment

SAP NetWeaver 7.0 is Unicode by default

• Get on the same platform

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

SAP NetWeaver 7.0 is recommended

• Work in phases with proof of concept

Have the same implementation team assist wi th the other siteimplementation

Do Not Forget!



44

Do Not Forget!

• SAP BusinessObjects Planning and Consolidation has its ownsecurity

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

• Training, though minimal, still needs to happen

• SAP BusinessObjects Planning and Consolidation release 7.1(currently in ramp-up) is code-driven

44

Lessons Learned



45

Lessons Learned

• Consider and confirm the technical aspects, such as:

SAP BW/SAP NetWeaver BW release SAP BW/SAP NetWeaver BW patch level

Co-existence of enhancement packs of SAP BusinessObjectsPlanning and Consol idation and BPS/IP

• Develop in phases Go through an exercise to determine what functionality wil l be

moved to SAP BusinessObjects Planning and Consol idationand what will stay in IP or BPS

Depending on complexity of your planning process andfunctions, it is better to leave complex activi ties in BPS/IP

What We’l l Cover



4646

What We ll Cover …







• Wrap-up

Going Forward — Integrated Planning for



47

g g gSAP NetWeaver BW

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

A platform provides services such as locking, write-back, etc.

Services for aggregation levels, filters, etc., are available

Today, integrated planning for SAP NetWeaver BW provides UI

services For example, integration to BEx Analyzer and BEx Web

Analyzer

All planning projects built on integrated planning for SAP

NetWeaver BW are custom development projects utilizing theseservices

Implementation is from the ground up

47

Going Forward — SAP BusinessObjects Planning and



48

g j gConsolidation

• SAP BusinessObjects Planning and Consolidation version for SAP NetWeaver

Already utilizes some of the features available in integratedplanning for SAP NetWeaver BW

For example, concurrency locking

There are no plans to use all features from integrated planningfor SAP NetWeaver BW – only those that are relevant for theSAP BusinessObjects Planning and Consol idation version for SAP NetWeaver

For example, no plans to introduce the services for

aggregation levels Other planning applications from SAP may util ize simi lar or

different services from the integrated planning platform

For example, state and local government budgeting in

North America and merchandise assorted planning

Time Strategy



49

Time Strategy

49

Time categoryIntegrated Planning for SAP

NetWeaver BW 7.0Score

SAP BusinessObjects Planning andConsolidation 7.0

Score

Effort for typicalinstallation

minor investment, slightly moresteps to be done

minor investment

Duration of

implementation

relatively high

(compared to BPC) relatively low (compared to BW-IP)

Planned Go-Live date(customer)

available todayavailable with Ramp-Up middle ofSeptember 2008

Maintenance cycle medium cycle times short cycle times

Support (applicationmanagement)

IT or power user in biz dept. mainly by biz. dept

Training effort foradministrator and users

medium effortlow in case of existing Microsoft Excelknowledge

Processing duration atdata input

fine excellent

What We’l l Cover



5050

What We ll Cover …







• Wrap-up

Where Does This Leave You?



51

Where Does This Leave You?

• If you have already implemented integrated planning for SAPNetWeaver BW:

Your investment is safe

It will continue to be supported and developed as a planningframework in SAP NetWeaver BW

• If you are planning to implement integrated planning for SAPNetWeaver BW:

We recommend evaluating SAP BusinessObjects Planning andConsolidation first

For implementations on SAP NetWeaver targeted for mid-2009,consider SAP BusinessObjects Planning and Consolidation 7.0version for SAP NetWeaver

51

Where Does This Leave You? (cont )



52

Where Does This Leave You? (cont.)

• Integrated planning for SAP NetWeaver BW may be considered inspecific cases

State and local government budgeting in North America

Retail for merchandise assortment planning

• All other customers should consider SAP BusinessObjects

Planning and Consol idation This is our chosen solution for planning, budgeting, and

forecasting

SAP BusinessObjects Planning and Consol idation version for

SAP NetWeaver already uses some of the services available inintegrated planning for SAP NetWeaver BW

And will increasingly leverage relevant integrated planningfeatures over the course of our roadmap

Resources



5353

Resources

• http://help.sap.com/content/bobj/sbu/docu_sbs_bpc_design.htm

SAP Help has information on all releases of SAPBusinessObjects Planning and Consolidation

• http://help.sap.com/saphelp_bpc70/helpdata/en/a1/532226947C49 A5B2E2BD32450CB2D1/frameset.htm

SAP BusinessObjects Planning and Consol idation ApplicationHelp

SAP BusinessObjects Planning and Consolidation for OfficeHelp

SAP BusinessObjects Planning and Consol idation SystemReports Help

7 Key Points to Take Home



5454

7 Key Points to Take Home

• If you are on SEM-BPS, do not move to integrated planning for SAP NetWeaver BW; instead go to BPS on SAP NetWeaver BW 7.0platform and then in phases go to SAP BusinessObjects Planningand Consol idation

• SAP BusinessObjects Planning and Consolidation implementationis much quicker in comparison to integrated planning for SAP

NetWeaver BW

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

• SAP BusinessObjects Planning and Consolidation util izesMicrosoft

Not a Microsoft look and feel, but actual Microsoft products

7 Key Points to Take Home (cont )



55

7 Key Points to Take Home (cont.)

• SAP BusinessObjects Planning and Consolidation is much moreflexible than integrated planning for SAP NetWeaver BW

• SAP BusinessObjects Planning and Consolidation requires littletraining

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



Disclaimer



Disclaimer

SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver ®, Duet™, PartnerEdge, and other SAP products and services mentioned herein as

well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All

other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services isneither owned nor

controlled by SAP.

An Expert Guide to Migrating from the SAP NetWeaver BW Integrated Planning Tools to SAP...

Documents

Transcript of An Expert Guide to Migrating from the SAP NetWeaver BW Integrated Planning Tools to SAP...