BPC Upgrade Guide Whitepaper 09242015

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    UPGRADE GUIDEBPC

    PRESENTED BY

    version 7.xto version 10.x

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    Confidential. Do not distribute, copy, or reproduce in whole or in part without express written permission of Column5

    Consulting. All rights reserved. Column5 Consulting Group, LLC 2

    BPC

    UPGRADE GUIDE

    CONTENTS

    Executive Overview............................................................................................................................Thoughts on Preparing for the Upgrade.............................................................................................

    Process Guides.......................................................................................................................

    Detailed Insights.................................................................................................................................

    EPM Roadmap.......................................................................................................................

    Technical Considerations When Upgrading BPC...............................................................................

    NW Technical Comments.............................................................................................

    Microsoft Comments.....................................................................................................

    New Features...........................................................................................................................

    Web Interface ..............................................................................................................

    EPM Add-In (Word, PowerPoint and Excel).................................................................. Move Away from EV Formulas......................................................................................

    Technical Upgrade Process......................................................................................................

    Proper Care and Usage Regimen for BPC........................................................................................

    Building a Competent Team....................................................................................................

    Attend Events........................................................................................................................

    Use Tools for Support and Validation.....................................................................................

    Extended Support........................................................................................................

    Managed Service.........................................................................................................

    Hosting........................................................................................................................

    Conclusion........................................................................................................................................

    Contact Us.........................................................................................................................................

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    EXECUTIVE

    OVERVIEW

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    Consulting. All rights reserved. Column5 Consulting Group, LLC 4

    BPC

    UPGRADE GUIDE

    EXECUTIVE OVERVIEW

    SAP Business Planning & Consolidation (BPC) is a powerful

    solution that is used by thousands of signicant organizations

    around the world to perform functions associated with Enterprise

    Performance Management (EPM). While the solution is ranked

    at the top of the market by Gartner, and many customers are

    successful with the product, for many others their BPC experience

    could be greatly improved.

    A challenge with EPM solutions is that they can be implemented

    with a very wide degree of exibility, and the access to data

    that clearly spells out preferred approaches is very limited. The

    purpose of this document is to help BPC owners of versions 7.xand earlier make the most of their upgrade to version 10.x. The

    powerful features of v10.x contain great potential to improve the

    user experience delivered by earlier versions, while the upgrade

    process provides an opportunity to signicantly expand the value

    BPC returns to the business as an EPM solution.

    Column5 is a market leader among all types of rms that offer

    SAP EPM professional services. The comprehensive capabilities

    offered by our team are unique in the marketplace, as is the

    value partnering with our organization can deliver for any size/

    complexity organization. For more information about Column5,

    our services, and how they can assist you in your EPM journey,

    please see www.column5.com.

    I invite you to use this document as a guide to help your

    organization advance your EPM capabilities, improve your user

    experience, and increase your success with BPC. Should you

    have any questions, please do not hesitate to contact our organization or me personally.

    Best of luck with your upgrade,

    David Den Boer

    CEO

    Column5 Consulting

    [email protected]

    +1.480.779.6906

    http://www.column5.com/http://www.column5.com/
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    BPC

    UPGRADE GUIDE

    DISCLAIMER

    All recommendations made throughout this document are based on the best available informationas of the date this document was published, and are subject to change as new information becomes

    available. Column5 believes these to be accurate and correct to the best of our knowledge, and it is ou

    intent to update this document from time to time as more information is analyzed.

    Upgrades can be a turning point where new functionality and improved performance is released to

    users to their delight, or they can be a disruptive and frustrating experience. At Column5, we believe tha

    frustrations are not often experienced because of a single bad decision, but rather are the cumulative

    result of a series of overlooked opportunities to take a better approach; therefore, knowing what needs

    to be done to get it right throughout the upgrade project is essential to a successful outcome.

    Some BPC customers will leverage the upgrade as a point of inection on their EPM journey to expandand enhance their solution. Others will try to make the change as seamless as possible with very little

    change, and at the lowest possible cost. Whichever scenario is your objective, following our suggestions

    can save time and money, while expanding the opportunity to have a superlative result with the upgrade

    process.

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    THOUGHTS

    ONPREPARING

    FOR AN

    UPGRADE

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    Our team was extremely pleased with the technical

    expertise Column5 provided in an engagement to upgrade

    BPC v7.5 MS to v10.0 MS. From the advice/guidance

    that was purely technical (i.e., tuning the servers, etc.)

    to the application support, we could not have been more

    pleased. The project was completed on time and on budget.

    In addition to the onsite consulting that was provided,

    we also took advantage of the excellent educational

    opportunities Column5 provides. Through a combination

    of remote and online training, the finance team was well

    prepared to assume ownership of the application toensure a successful budget process.

    - Vice President

    Cincinnati Childrens Hospital Medical Center

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    BPC

    UPGRADE GUIDE

    Like most undertakings, proper planningis essential to increase the likelihood

    of success. Before we discuss specific

    approaches, lets set the right context

    for the upgrade and answer questions

    around the when, what, how and who of

    the upgrade process.

    When and why do we need toupgrade?

    SAP BPC is a very sophisticated software

    application with numerous dependencies on

    underlying components. The most popular

    reporting interface is Microsoft Excel, in addition

    to other members of the MS Ofce suite. BPC sits

    on top of a database, and depending on which

    version you have, relies on certain components of

    that platform as well as webserver components.

    Any one of those objects could be patched to

    upgrade its functionality at any time, and this

    patching of dependent components and sometimes

    indirectly related software modules, can and often

    does introduce some compatibility issues to BPCs

    otherwise smooth operation.

    SAP has announced for every version an end of

    mainstream support date, which means that the

    services available via support will start to change.Change how? Mainstream support will come to

    an end and then Priority One support may be

    available. The following information is according to

    this SAP site (click here) on Priority One support.

    Under Priority One, Enterprise Support Service

    Level Agreements will no longer be delivered.

    For previously resolved issues reported tothe support desk, there will be no change

    The support personnel will direct you to the

    existing SAP note that addresses that issue

    For newly reported issues reported to the suppor

    desk, a determination will be made as to the

    severity of the issue. Issues deemed to be below

    very high (see denitions here) will no longer be

    xed. You will be encouraged to upgrade to the

    latest version or implement a work around. Whilethe fees for Priority One support are included in

    your full maintenance payment, the remedies

    available to you will be reduced.

    It will be up to each organization to determine

    how comfortable it is with the amount of risk

    introduced with this change in the support terms

    We believe many should be motivated to make

    plans to upgrade before any changes are made

    to the available support options that may increasethe risk of BPC problems in your environment

    Recently, several Microsoft patches for Ofce

    products have interfered with BPCs functionality

    As time goes on, we predict more of this wil

    occur as the patch levels of Ofce, Windows, and

    other components further diverge from BPCs

    compatibility. This will result in your IT departmen

    burdened with controlling which patches are applied

    to your key software applications to accommodateBPCs end of mainstream support. Column5s

    assessment is that this state of uncertainty wil

    be progressively less desirable than the benets

    of being on a fully supported version, therefore

    our recommendation is to upgrade as soon as is

    practicable.

    THOUGHTS ON PREPARING FOR AN UPGRADE

    https://support.sap.com/release-upgrade-maintenance/maintenance-strategy/phases/priority-one-support.htmlhttps://service.sap.com/sap/support/notes/67739https://service.sap.com/sap/support/notes/67739https://support.sap.com/release-upgrade-maintenance/maintenance-strategy/phases/priority-one-support.html
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    BPC

    UPGRADE GUIDE

    What can be done to elevate my EPM

    program ROI and increase the value ofmy business case?

    BPC has likely been part of your organizations process

    for a few years now, and you may feel that there is some

    distance to go to realize all you had hoped in the initial

    ownership period. At the same time, you may feel you

    have a complete understanding of BPC and EPM value in

    your organization. However, before fully embarking on an

    upgrade, it is an ideal time to revisit the original intent of

    the investment in EPM, assess the progress made to date,

    and determine what further steps can be taken as part of

    the upgrade and beyond to achieve the next level of EPM

    value.

    Column5 offers an EPM Assessmentthat covers these

    very topics to help organizations focus their investments in

    the highest impact areas. More details about the value of

    establishing an EPM Roadmap are discussed on page 14.

    What should we seek to accomplish

    during the upgrade?Some customers view moving to a new version as a simple

    lift and shift experience, with only subtle changes needed.

    With v10, several new features, including a new reporting

    interface, have been introduced, so the potential to slip in the

    new version without the users noticing is likely not possible.

    Whether the appetite for the amount of change during the

    upgrade is minimal, or this pivot will be leveraged to introduce

    more sweeping changes, it is important to identify what is

    eligible for change, and allocate sufcient time to make

    changes, test, and train before deploying for best results. A

    list of items that could be changed are:

    Performance improvements

    User Interface (UI) enhancements

    New UIs (web, mobility, MS Ofce: Excel/Word/

    PowerPoint)

    It is a risk to not

    focus on those

    issues most

    visible to your

    user community

    as a top priority.

    Prepare a list of

    known issues tha

    are expected to

    be resolved due

    to the softwareupgrade or

    related services

    so the delivery of

    these solutions

    can be validated

    during testing.

    HOT TIP

    http://www.column5.com/serviceshttp://www.column5.com/services
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    BPC

    UPGRADE GUIDE

    Workow & other process support

    New function coverage (strategic planning,CapEx, HCM, OpEx, S&OP, & more)

    Automation (transaction load, master data

    load, report distribution, logic runs)

    Improved integration (reporting to ERP

    transaction detail & BI/EDW)

    Automated variance

    For most BPC owning organizations, the

    above list contains the potential for major

    enhancements. Which are right for your usage

    of BPC? This document will provide more

    information about some of these items, but the

    best way to determine what is best for your

    situation is to get educated on the functionality

    directly. To facilitate learning, Column5 offers

    recorded webinars and demos in our Webcast

    Library. Alternatively, custom demonstrations

    of the latest BPC product can be requested for

    your organization.

    To save time and money while preparing

    the upgrade, assemble an inventory of

    existing Report and Input Schedules th

    exist in the current system. Prioritize the list to identify which are critical to ha

    operational by the targeted go-live. Then look for reports which are no longer us

    or may be out of date; these will be candidates to be excluded from the migratiAlso be sure to interview all users for one-off reports they may have created

    satisfy a local need. Once you are confident you have the complete list, priorit

    the list to indicate which are critical for go-live. Many times, the complete

    cannot be rebuilt (if needed) by the targeted go-live date for the completion

    the upgrade, and those can be divided up among users for conversion at a la

    date.

    HOT TIP!

    What can be done to reduce the

    risk of disruption & frustration?With any change, there is the potential to have

    users feel alienated with their familiar environment

    being taken away and some new experiences

    being thrust upon them. Several steps can be taken

    to avoid this perception. They include:

    ORGANIZE: Have users nominate a review

    committee to be involved in the upgrade.

    COMMUNICATE: In our experience,

    disenfranchised users that have the ability toclaim, I wasnt aware this was happening

    or I had no inuence are going to be the

    most motivated critics. A strategy of proactive

    engagement will help convert critics to advocates

    early.

    EDUCATE: Involve inuential users in the

    educational process mentioned above so they

    can build a sense of anticipation for the new

    version. Consider forwarding links to Column5s

    Webcast Libraryfor demos on v10 functionality,

    http://column5.com/webcast-libraryhttp://column5.com/webcast-libraryhttp://www.column5.com/webcast-libraryhttp://www.column5.com/webcast-libraryhttp://column5.com/webcast-libraryhttp://column5.com/webcast-library
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    UPGRADE GUIDE

    or arranging a demo of BPC focused on your

    organizations areas of interest.

    TRAIN: Train power users at the earliestpossible opportunity when they can

    begin to interact with v10 in a development

    environment, and have them take on some

    of the report conversion tasks. When the

    interfaces are theirs they will be much more

    likely to be supportive.

    TEST PLANNING: Having a proper testing

    plan that simulates performance loads and

    mitigates challenges before going live is

    essential to make the experience whollypositive.

    TEST GROUPS: Giving users an opportunity

    to identify concerns early and have those

    addressed before going live will build empathy

    for the upgrade team should any challenges

    be encountered after go-live.

    Is having a qualified third party

    participate in the upgraderecommended?

    Has user adoption been a challenge in the

    past? We recommend engaging a third party

    for Organizational Change Management, with

    specic experience with EPM solutions.

    Do you already experience performance or

    stability issues? Have a plan to address these

    concerns prior to the upgrade by working with

    a highly competent third party with specicofferings for BPC performance tuning.

    Do your users feel competent working

    independently with the solution? Train your

    end-users, ranging from eLearning to custom

    onsite training content to build users familiarity

    with BPC v10.

    What resources should I plan

    to make available during the

    upgrade?

    Your organization will need to make both technica

    and functional staff available. In addition to this, a

    qualied third party is highly recommended. The

    Column5 team is not aware of many upgrades

    that have been successfully completed by

    clients without the benet of experienced third

    party resources. Securing a commitment from

    selected users will also be very useful to ensure

    the system is well received. Depending on thenature of changes made during the upgrade,

    executive process owners may be required to help

    advance capabilities of EPM processes around

    the organization.

    How does this specific upgrade

    (to v10.x) differ from upgrades I

    have done in the past?

    The biggest change with this upgrade is the newreporting interface. The potential exists to create

    a very dynamic reporting capability that our

    clients report is much easier to use. While some

    navigational experiences may receive a facelift

    that looks more professional, the Excel reports

    most are accustomed to will not necessarily look

    different depending on your existing solution.

    By taking advantage of some of the new features

    present in v7.x that were not deployed for whatever

    reason, plus the signicant technical advances in

    v10.x, this upgrade can be a major turning point in

    the users perception of BPC.

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    UPGRADE GUIDE

    THOUGHTS ON PREPARING FOR AN UPGRADE

    Process Guides

    Your upgrade should follow a structured process

    to ensure the best possible outcome. You will want

    to ensure your project includes a detailed planning

    phase, followed by the technical upgrade process.

    Once the technical foundation is laid, the work

    can begin on building the v10.x system in detail.

    Testing, performance tuning, and go-live will round

    out the steps to complete the upgrade.

    With each organizations BPC solution specics,

    and their desire for change (or not), the volume of

    tasks at each stage will vary.

    All upgrade steps should follow a comprehensive

    blueprinting phase that covers a right-sized agenda

    calibrated to match how aggressive the upgrade

    approach should be. A more detailed discussion

    of the importance of plotting an EPM roadmap

    is located further on in this document. Once the

    blueprint is agreed upon, the ow of every upgrade

    should follow this diagram as closely as possible

    for best results.

    TECHNICAL UPGRADE

    FUNCTIONAL DEVELOPMENT

    TESTING

    A key to the success of the project will be the Functional Regression Testingprior to the Systems Integration Testing. Conclude the Testing Phases with

    User Acceptance Testing to be sure nothing has been missed. The Go-Live

    and Post Go-Live Phases will include migration to production and support

    and maintenance of the upgrade post go-live.

    TESTING

    System Landscape

    Design

    Installation

    Performance Tuning

    Post Go-Live Support

    Replicate Existing

    Interfaces

    Create New

    Interfaces

    Migrate Data

    Integration

    Enhance Automation

    Functional Regression

    Systems Integration

    Performance Remediation

    Disaster Recovery

    User Acceptance

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    DETAILED

    INSIGHTS

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    UPGRADE GUIDE

    DETAILED INSIGHTS

    Making your BPC upgrade successful is

    our primary goal, and the place to start

    is agreeing on how you define success.

    At Column5, we have a very broad view

    of the potential value of an EPM solution.

    We believe that EPM is one process that

    every single business must operate, and it

    should cover the entire enterprise (thats

    why they call it Enterprise Performance

    Management). We further believe that

    more competitive companies (measured

    in market share, profitability, market

    capitalization, etc.) are also superior

    EPM process operators. Said another

    way, to the extent your organization has

    a superior EPM processyour company

    will be more competitive in your market.

    Some customers only strive to replace manual

    processes with automated versions of the

    same basic capability. Others focus exclusively

    on nancial processes, omitting Strategy and

    Operations planning functionality. Regardless of

    how you have deployed BPC to date, an opportunity

    for improvement near the top of every list is

    improved performance and stability. How should

    you approach the project to leverage this upgradeas a major advancement in your EPM journey?

    EPM Roadmap

    As previously stated, the rst step is to dene your

    organizations vision for upgrade success. To our

    team, that means taking a step back and evaluating

    the overarching purposes you are aiming to achievIn our surveys, 75% of customers do not have a

    EPM roadmap despite implementing BPC. Th

    number is in line with scores for other EPM product

    and maybe not surprisingly, as it correlates to th

    reported 70% of survey respondents that report

    struggle to clearly achieve positive value with the

    EPM investments.

    The upgrade process presents an opportunity t

    unlock that hidden value, and revisit how well yoare using EPM for current objectives, and identif

    major capabilities you may aspire to include. From

    people perspective, getting a vision clearly outline

    can align your team around a more valuab

    blueprint for EPM in your organization and industr

    Dening this vision, and the value from a mor

    capable platform, can help you make clear priori

    decisions on which projects to do and when, an

    what features to include and why.

    At Column5, we encounter customers froother partners who spent signicant resource

    on developing complex tasks that unfortunate

    achieved minimal process value. More than mere

    missed opportunities, unnecessary complexity an

    low usability can present a major issue with use

    satisfaction, and can lead to poor performance an

    even staff turnover.

    Column5 has an EPM Framework that is part of ou

    PAVE methodology Process to Achieve Value wit

    EPM that helps avoid these oversights, misseopportunities, and dissastisfaction. Applying thes

    principles can bring structure and clarity to an

    organizations intended ROI.

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    UPGRADE GUIDE

    DETAILED INSIGHTS

    Of all the new features with v10, some

    of the most anticipated and impactful

    will be the performance and stability

    enhancements. This section will review

    the details of the various improvements

    for each platform option.

    NetWeaver (NW) Technical

    Comments

    BPC v10.x for the NetWeaver platform contains

    architectural enhancements that enable new

    features, and performance improvements stemming

    from numerous platform renements. First, the

    .NET server is no longer required for BPC v10.x.

    This enhancement removes a communication (and

    performance) bottleneck, and removes anotherlayer requiring management. Communication now

    ows directly from BPCs front-end user interface

    to the ABAP layer.

    From a security perspective, further enhancements

    have been made. ABAP users are now created

    with BPC v10.x users, and Active Directory users

    are no longer required. This provides for more

    detailed tracing of specic activities to individuals

    as opposed to Active Directory users that were tied

    to three generic ABAP user proles: BPC_USER,BPC_ADMIN, and BPC_SYSADMIN. Because

    the individual user was not identied in ABAP,

    debug users had to be created for troubleshooting

    purposes.

    BPC v10 for NW includes some major performance

    improvements. The SAP EPM 10 client and the

    BPC components no longer have to be on the same

    service packs. This allows the freedom of adding

    xes to the front-end without having to complete an

    upgrade to the back-end. The enhancements on

    the front-end have made signicant performance

    improvements. The new EPM client also has two

    versions, the Standard and Big Volume. The Big

    Volume EPM client takes advantage of Microsof

    Ofce 64-bit and enables reports that return

    datasets with larger volume.

    Transports used to migrate objects in the BPC

    environment (formerly known as appset) in BPC

    v7.x required that the whole environment be

    transported each time. In BPC 10.x, transports

    are now more granular allowing portions o

    the environment contents to be targeted whenoperating transports. Normal mode and Delete

    mode of transports are now supported.

    With BPC v7.x systems, it was not possible to

    integrate BPC into a Central User Administration

    (CUA) environment. For this reason, BPC system

    security was handled separately and could no

    be a part of CUA implementation. With BPC v10.x

    systems, BPC can be tightly integrated in a CUA

    landscape. There are a few additional steps to

    enable and activate this conguration. If a CUAlandscape is your preference, contact Column5s

    technical services team today.

    BPC v10.1 integrates more tightly with other

    products that may aid in expanding the reach

    TECHNICAL Considerations When Upgrading BPC

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    UPGRADE GUIDE

    of your EPM capability. For example, BPC v10.x

    now offers mobile support for the Apple iPad and

    RIM BlackBerry PlayBook tablets. This capability

    is enabled by SAPs use of an HTML5 toolkit UI5

    that has no software prerequisites. This exible

    platform offers greater support for mobile devices

    and touchscreens. UI5 also provides a new Web

    admin client, now called the BPC Admin Console,

    in BPC v10.1 and replaces the v7.x Admin client.

    All administration activities including maintenance

    of environments, dimensions and models, user

    security and role creation, etc. are now handled

    using BPC Admin Console. Where the v7.x Admin

    client required SAP Cryptographic Software, theenhanced BPC Admin Console does not have this

    prerequisite.

    BPC v10.1 also has a Unied version which

    combines the best parts of SAP IP/PAK and BPC.

    The models use BW InfoObjects rather than

    BPC dimensions, and Planning related functions

    are developed using IP functionality. Clients

    that desire this integration with BW InfoObjects

    may benet from simpler support and greater IP

    Planning performance. The Unied version willrequire BPC v10.1 to be installed on HANA.

    Parallel Data Manager Loading is now available in

    BPC v10.x. This enhancement will allow you to run

    Specic Data Manager packages in Parallel and

    will greatly improve the run time of long-running

    and large data loads from Data Manager.

    Special Caching Mechanism for Report Meta

    Data will further improve BPC read time by

    implementing a special Meta Data caching

    mechanism for Reports that are used often. This

    is made available starting in BPC v10.0 SP8.

    Support for Time Dependent Hierarchy is also

    available in BPC v10.x. This will enable users to

    see data reected differently based on changes to

    master data over time. Users will be able to toggle

    to different versions of hierarchy by selecting a

    key date within EPM Add-In and web reporting

    with reports and input forms. Models with time

    dependent hierarchy enabled allow users to

    select the key date with both reporting UI fo

    reports and input forms. For more info on this seeNote 1800842 - Time-dependent hierarchy fo

    Planning and Consolidation 10.0. This note gives

    a description, instructions on how to activate, and

    settings.

    BPC 10.1 requires a minimum of NetWeaver 7.4

    SP5, so this takes full advantage of enhancements

    contained within the latest NetWeaver version

    BPC v10.1 supports the latest operating

    systems and databases. This allows access to

    improvements made in the latest versions ounderlying technologies, which again improves

    BPC. The HANA database is also supported in

    BPC v10.x.

    As of BPC v10.0 SP9, MDX on HANA is a new

    option. The MDX syntax has been known to cause

    signicant adverse performance impacts in BPC

    v7.x, so this new option can be a major improvemen

    in functionality for those who require it.

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    MICROSOFT (MS) COMMENTS

    Clients on BPC 7.x for the Microsoft platform canalso receive many benets by upgrading to BPC

    10.1 at each tier of the technology stack. This

    includes specic Ofce, SQL Server, Windows,

    and BPC functional items.

    CLIENT SIDE

    EPM Add-In: Flexibility & Power

    Flexibility In SAP BPC v7.x for the Microsoft

    version, if there was a need to upgrade the serverside components to a higher Service Pack or

    patch, it was a requirement to have the versions

    match on the client side as well. This required

    having all users on the old BPC client to rst

    uninstall the old version, then download the newest

    and reinstall. Several challenges arise from this

    process, not the least of which was invoked by

    policies where users did not have rights to install

    new software of their local machines.

    In the latest version of BPC v10.1 MS, the EPM

    Add-In no longer requires the client and server

    side versions to match. In fact, there is more

    exibility as several versions of the EPM Add-In

    can be installed on various workstations without

    any issues. For example, if a bug was discovered

    within a couple of workstations in Europe but was

    not being witnessed elsewhere, you could simply

    upgrade both workstations without impacting

    other users.

    Improved Query & Data Handling Power

    In SAP BPC v7.x MS, the only acceptable and

    supported version of Microsoft Ofce that could

    be used was a 32-bit edition. This limited the size

    of les and amount of data sent within MS Excel.

    BPC v10.1 MS allows support for MS Ofce 32-bit

    and MS Ofce 64-bit. There are now two versions

    of the EPM Add-In (BPC Client): one whichutilizes the standard 32-bit Ofce (.NET 3.5), and

    the second is the high data volume EPM Add-In

    BIG VOL. version that works with Ofce 64-bit

    (.NET 4). Of course by using the 64-bit version

    of Ofce you are able to also make use of higher

    amounts of RAM on the client machine for larger

    volumes of data sends.

    Administrative Console (optional)

    In SAP BPC v7.x MS, there are two portionsto the Administrative client. There is a web-

    based segment that includes application set

    parameter setup, application parameter setup,

    audit activity and setup, report publishing, and

    edit drill through. The other portion includes a

    thick client that gets installed on a workstation

    that handles security, security management,

    application set management, application

    management, dimension management, business

    rule management, work status setup, journals

    management, and script logic management.

    In the latest version of SAP BPC (BPC v10.x), the

    Administrative Client no longer utilizes any web

    services and is unied into one thick client that

    handles all administrative tasks.

    SERVER SIDE

    COM+ Components

    Better Design The Microsoft version of

    SAP BPC v7.x was developed using COM+

    Components, an extension of Microsofts

    Component Object Models (COM). COM+ is both

    an object-oriented programming architecture and

    a set of operating system services which handles

    many of the resource management tasks needed

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    to run BPC. This original design relied heavily on

    DLL les being of the right version and properly

    registered within the system. Under certaincircumstances, these les could fail to register

    during upgrades causing unstable environments

    and poor performance. Many times these small

    programs would crash, causing users to receive

    errors and experience erratic performance and

    instability. Maintenance was required each time

    a new BPC Service Pack or patch was applied

    to each relevant components application pool, a

    property used for multiple application process calls.

    This detailed requirement has been inconsistently

    adhered to, and our team sees a correlation toclients who upgrade hoping to improve stability

    and their experience has not improved.

    In BPC v10.x MS, SAP has redesigned their

    product and has removed all major dependencies

    on COM+ Components (there is only 1 left) and

    has replaced those objects with web-services

    (IIS Internet Information Services) creating better

    performance, stability, and usability.

    Server & RDBMS Version

    Broader Platform Choice Upgrading to BPC

    v10.x provides clients the opportunity to take

    advantage of the most up-to-date Operating

    Systems and Relational Database Management

    Systems, such as Windows Server 2012/R2,

    Microsoft SQL Server 2012/2014 and the latest

    Ofce versions. These platforms allow for full

    64-bit support on all BPC, server, and client

    components and provide a broader selection of

    installation languages.

    Microsoft Analysis Services has always offered

    Partitioning that allows for making smaller sets

    of data to improve input schedule and report

    performance. This can enable a 50% gain in

    retrieve performance when using the BPC client

    software. SAP has added some great functionality

    to the newest versions of BPC with respect to

    Analysis Services Partitions. Instead of performing

    this function in Analysis Services manually, they

    now have a wizard to perform the job for you.

    Web Interface/HTML5

    Better Web Client - BPC v10.x MS extends

    the web deployment options for customers by

    leveraging a new HTML5 client for reporting and

    inputs. With this new HTML5 client, customers

    now have greater exibility in areas such as

    standardization of text with browser options, easier

    navigation, more exibility with comment viewing,

    and greater control over locked dimensions and

    customizations.

    The strategy to adopt HTML5 development

    standards has removed the need for Adobe Flash

    Player, which has been known to have support

    and compatibility issues with some web browsers

    including Microsoft Internet Explorer.

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    DETAILED INSIGHTS

    NEW FEATURES

    A new HTML5 Interface provides enhanced

    Web Reports and Web Input Form capabilities.

    Comments have been enhanced with new

    features to view history and see comments in a

    column right next to the data or a variance on the

    Web. For Web Reports, the charts and graphs

    have also been improved. Business Process

    Flows have been enhanced along with improvedAutomated Variance Analysis options (Microsoft)

    and Web-based System Reporting.

    The Administration Interface, now 100% Web-

    based (NetWeaver) has been improved in the

    HTML5 interface with the ability to graphically

    modify hierarchies and also graphically create/

    modify formulas, logic, and business rules.

    Consolidation features for Journals and theOwnership Manager have been enhanced in

    the HTML5 interface for both platforms. The

    NetWeaver platform has additional graphical

    consolidation capabilities with a Process Monitor

    and a Controls Monitor which provides the ability

    to perform incremental currency translation, as

    well as incremental consolidation.

    EPM ADD-IN GETTING COZIER

    WITH OFFICE

    A new and improved Ofce Interface called the

    EPM Add-In provides a major leap forward in

    capabilities to interact with the back-end database

    (read and write) from Word, PowerPoint, and

    Excel [up to Ofce 2013]. There are two new

    tabs in the Excel ribbon an EPM tab and a Data

    Manager tab. The EPM tab is consistent across

    all of the Ofce solutions, and nearly all of the

    WEB INTERFACE

    Excel report Data Manager functions have been

    placed onto a separate tab for ease of use and

    better visibility.

    New capabilities include the ability to Drag & Drop

    within the Excel sheet for report writing and input

    form creation. This makes it much more intuitive

    to design and modify templates. Also, Member

    Recognition allows users to simply type members

    into the spreadsheet and the members are

    automatically recognized by the database. If there

    is a member that is not recognized, a selection

    box will appear with alternate suggestions for the

    ambiguous term. You can also type in your own

    formulas and you have an option of automatically

    applying a database-level formula and saving it

    in the template as a Local Member. There is also

    a new graphical interface (similar to the graphical

    EvDRE interface) called the Report Editor that

    provides Drag & Drop capabilities and additional

    options when building a Report or an Input Form

    Advanced Ranking, Filtering, and Sorting.

    Microsoft PowerPoint and Word integration has

    been vastly improved, as it is much more userfriendly with the same interface that is used for

    Excel, including the EPM Tab, the EPM Context

    (formerly Current View), and the EPM Pane

    (formerly Action Pane).

    MOVE AWAY FROM EV

    FORMULAS

    There are a new set of formulas/functions that

    all begin with EPM and you can still retrieve

    and send a single cell with EPMRetrieveDataand EPMSaveData. While the new functions

    communicate with the database more efciently,

    most of the old EV functions will work. Basic

    EvDREs will also work, but more complex,

    multi-nested EvDREs will most likely need to

    be rewritten using the new EPM Add-In due to

    the advanced nesting capabilities that are now

    available.

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    DETAILED INSIGHTS

    TECHNICAL UPGRADE PROCESS

    Once you have evaluated your EPM process for

    effectiveness and identied enhancements via the

    EPM roadmap, checked the new feature list to see

    if your organization could benet from functionality

    added to v10, and reviewed your system to identify

    performance and stability improvements, you

    are ready to begin the technical aspects of your

    upgrade.

    Column5 recommends this comprehensive

    process:

    1. System Landscape Design

    2. Prepare for Upgrade

    3. Create v10 Technical Environment

    4. Upgrade Environment from v7 to v10

    5. Upgrade & Adapt Each Object to v10

    Standards

    6. Testing

    7. Performance Tuning

    8. Disaster Recovery Plan, Congure, & Test

    9. Post Go-Live Support Plan

    Following this process is very important to get the

    most out of the new system and to ensure users

    are not disrupted. Done properly, there should be

    increased functionality, value, and user satisfaction

    from the upgrade process.

    1) SYSTEM LANDSCAPE DESIGN

    Given the numerous improvements in database

    technology, and the architectural changes

    impacting where the processing loads occur with

    both BPC versions (Microsoft & NetWeaver), every

    organization contemplating an upgrade would be

    well advised to consider reconguring their BPC

    landscape as part of the upgrade.

    Key questions to ask:

    Will you upgrade in place or migrate BPC to a

    new or upgraded hardware platform?

    Will you upgrade the database, OS, or

    middleware as part of the upgrade?

    Does BPC or any other component

    change trigger new software compatibility

    requirements?

    Do you need to recongure your hardware to

    address past performance challenges, adapt

    to changing pressures of the new version, and

    prepare for future needs as your system usage

    grows?

    Using expert resources from a third party who is

    deeply familiar with the technical aspects of how

    BPC works, and how the processing loads aredistributed during normal usage evolutions is

    highly recommended to get the best experience

    during and after the upgrade.

    2) PREPARE FOR UPGRADE

    Preparing for the upgrade from a technica

    standpoint is important. You wouldnt want to be

    left with a partially functioning system should the

    worst case occur. While there are many specic

    steps to prepare for the platform and nuances ofyour exact scenario, the following apply broadly

    across all scenarios:

    Has the hardware been provisioned and

    congured per your design above?

    Have you identied the version and patch leve

    of the intended upgrade destination?

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    Have all prerequisites been thought through

    and software (les/media), licenses, and

    compatibility been conrmed as available and

    accessible?

    Do system, administrative, and application

    users have access to needed server

    components?

    Has the development environment been

    refreshed from production, reecting the latest

    conguration changes?

    Has a window been identied to cease

    developing new objects in v7.x if possible?

    Do you have scheduled availability for internaland external resources needed to support

    these steps? (eg: DBA, Infrastructure, BPC

    Administrators, third party technical experts,

    etc.)

    3) CREATE V10 ENVIRONMENT

    BPC v10 for both MS and NW platforms require a

    specic order with which to build the environments.

    Installing and conguring the operating system

    (OS), the database layer, the web server,application server, and conguring each to access

    available resources, operate within the security

    structure, and leverage preferred networking

    communication protocols is a complex series of

    events that must be done to the right specication

    and in the right sequence to make sure no stone

    is unturned. Failing to do this in the right order

    may leave a aw embedded within the system

    that will be difcult to locate should you run into

    any challenges.

    Bringing the design, all the preparation steps,

    and the hardware/software together to form a

    solid and well-performing BPC platform requires

    technical talent and familiarity with the myriad

    of conguration options. A powerful and exible

    system like BPC is also sophisticated enough to

    ensnare those who assume it is easy to install

    this product and gloss over the detailed steps

    necessary for success.

    Our recommendation is to obtain the best availablethird party resources who have the experience,

    skill, and volume of experience to justify placing

    your trust for this critical step in them. Having

    experience installing SAP products, Microsoft

    products, or even BPC a few times before does

    not necessarily produce equal results when BPC

    specic nuances are considered.

    How will our technical policies impact how

    BPC should be installed?

    How will our usage prole and system loadchange over time?

    Which options should we select when creating

    this environment to enable current desired

    functionality and functionality likely to be

    desired in the future?

    How do we structure the environment to make

    best use of available resources in the right

    proportion to allow for best performance during

    different usage scenarios?

    How do we congure the environment with

    proper tasks to heal the environment on

    an automated basis to ensure the system

    monitors itself for emerging challenges and

    proactively repairs or noties of potential

    adverse performance or stability impacts?

    4) UPGRADE ENVIRONMENT

    FROM V7 TO V10

    SAP has released a utility (UJ_Migrate forNW and Migrate Environment for MS) that will

    upgrade an Environment (formerly known as

    AppSet) from v7.x to v10. This wizard will move

    basic structures from one version to the next, but

    it is far from an automated upgrade solution with

    the wave of a magic wand. In fact, it only ensures

    the underlying stored procedures, Built-in Data

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    Manager Packages, and a few other items are

    updated, but does none of the other aspects of

    the upgrade process. Additionally, the Wizardhas not always worked in a few different service

    packs and these steps must be completed

    manually. Column5s comprehensive technical

    services ensure, regardless of service pack, that

    these critical steps are completed properly even

    if the Wizard does not work correctly.

    Database objects will be migrated, but security

    settings and object version compatibility will

    not be included. Any adjustments made on any

    aspect of the solution to ensure compatibility,

    improve performance, increase usability,address previous defects, or to take advantage

    of new capabilities are not included. Many users

    may conclude that virtually all of their desired

    changes are not included in the upgrade utility.

    Still, the upgrade utility does have a role to play

    in the process by starting out in v10 with a bare

    bones environment that reects the same design

    previously congured in v7.x.

    Some users will feel that there are issues with

    BPC 7.x such that they do not want to start byrunning this utility, but rather rebuilding in v10

    from a clean slate. Depending on the complexity

    of your environment, this decision may add a day

    or two of time to your upgrade timeline. On the plus

    side, making such a decision creates complete

    knowledge that every object was created in v10

    in a clean manner. Some organizations enjoy this

    peace of mind as several such upgrade utilities in

    the past inadvertently introduced instabilities into

    the AppSet (Environment)/Application (Model)

    objects.

    Column5 believes the currently available utility to

    be free from such defects, but as stated above,

    the expectations should be set conservatively to

    rely on the upgrade tool for just minimal structural

    migration from v7 to v10, not as a utility that will

    create all that is needed to produce a ready

    to use v10 environment. Further, full testing to

    validate that steps handled by the utility were

    done properly is still highly recommended.

    However your organization decides to move

    your v7 app to v10, by running the utility and then

    upgrading each object or by cleanly rebuilding

    each object in v10relying on a qualied third

    party or following all available instructions to

    the precise letter is highly recommended, if not

    required.

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    5) UPGRADE AND ADAPT EACH

    OBJECT TO V10 STANDARDS

    A typical BPC environment contains many objectsthat have been customized to each clients needs.

    Dimensions, business rules, logic, data manager

    packages, reports & input templates, Excel objects,

    report & input template web objects, EPM Unwired

    & other mobility interfaces, integrations with third

    party products like ETL, EDW, and BI solutions,

    workows, custom menusand the list goes

    on. While SAP has made every effort to support

    backward compatibility for all the major objects, it

    is impossible to account for every customization

    you may have present in your system.

    Even objects like an EvDRE report from v7 may

    be functional in v10 or it may not. SAP says

    v10 may not support advanced EvDREs. The

    denition of advanced is not clearly spelled out,

    so the upgrade contains some risk if a detailed

    effort is not made to go through each component

    to ensure compatibility with version requirements.

    Additionally, SAP has released functionality on the

    client to improve performance of the rest of the

    product by specically disabling EvDRE functions

    in some scenarios.

    If you change the database or middleware version

    be sure to double check business rules and data

    import/export packages to ensure compatibility. If

    you also change ofce versions, be sure to check

    all MS Ofce integrations (including Excel) for

    continued function.

    If you intend to enhance any aspects of your

    solution, each affected object will need to beadjusted to the extent they are impacted. New

    dimensions or properties can have far-reaching

    impacts across many objects. Rened business

    rules may require changes in how the logic is

    triggered or scoped in both default and manually

    invoked congurations. Even simple things like

    property lengths in dimensions are now enforced.

    In the past, for example, if a dimension property

    was set to 10 characters, but the actual length was

    12, the system would truncate the extra characters

    Now you will get an error or the dimension will not

    process.

    Reports should be revisited as a separate initiative

    altogether. Recommended processes on how to

    deploy and manage the new reporting interface

    contain one approach that is appropriate for the

    short term to facilitate completion of the upgrade

    and go live, and another, longer term approach

    to building an internal competency on the new

    version. Deciding which report will be subject to

    which approach is essential to have a smooth

    upgrade. Identifying a reasonable plan that doesnassume users with v7 experience will be quickly

    competent to migrate reports and input templates

    to v10 for example, will determine the risk level of

    the upgrade process.

    6) TESTING

    Throughout this document, numerous

    opportunities and potential risks are discussed

    Ensuring that some combination of workable

    objects with a top tier priority is able to go live bythe intended date should be the primary focus o

    the upgrade team. Every single object, process

    or function should be thoroughly tested to ensure

    that risks to a successful upgrade are identied

    and mitigated before your BPC system is live and

    in jeopardy of being adversely impacted by some

    unforeseen complication. Testing is key, especially

    for the most critical objects.

    A good test plan is required and competent third

    parties will have several layers of testing involvingdevelopment resources (System Integration

    Testing or SIT) and another round involving

    users (User Acceptance Testing or UAT)

    An experienced third party will offer testing

    processes and standards that instill condence

    that successful completion of those checklists wil

    truly reduce risk of failing to catch a defect before

    go-live.

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    7) PERFORMANCE TUNING

    During testing it is a recommended step to tackle

    performance challenges via a concerted tuning

    effort. Performance is one of the most common,

    but also the most nebulous, complaints about BPC.

    Some customers feel performance is the result of

    a single error or oversight, but this is incorrect.

    The perception of performance fast or slow

    is the cumulative impact of every functional andtechnical decision/conguration in your solution.

    Is the technical landscape properly sized for the

    scale of your solution and intended usage prole?

    If not, then any load you process through your

    platform will forever have your system gasping for

    breath. While having a properly sized environment

    is mandatory to make possible BPC experiences

    of performance and stability, a properly sized

    platform by itself is not an absolute guarantee for

    a perfect performance experience.

    One aspect of the technical conguration with

    respect to performance is the initial settings of

    memory for the different back-end services. When

    a system is installed, the Column5 team relies on

    our time-tested guidelines on how to optimize the

    available server memory parameters. However,only performance tuning based on metrics

    captured while the system is busy under load from

    users will give the most accurate picture on how

    the values should be set.

    Overarching design themes (such as dimension

    conguration, logic approach, and the scope of the

    challenge tackled by BPC with an Excel interface)

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    set the stage for success or struggle. Add to this

    a qualitative assessment where even a properly

    sized technical landscape with appropriate designthemes can suffer from poor quality development

    executionand thus performance will be perceived

    as poor. Navigating these complex layers and

    the proportional and sequential impacts how

    each tier is congured has on the perception of

    performance by users is a complex task best left to

    qualied resources who can measure empirically

    how a given process traverses each tier.

    An ideal time to proactively identify any gaps in

    conguration is before you go live, not after. Testingis a great opportunity to have technical resources

    monitoring the system for any runaway processes,

    disproportionate resource consumption, and

    other telltale signs of an impending performance

    challenge. Before going live, the upgrade team has

    ample room to identify and mitigate these issues

    before user satisfaction is adversely impacted.

    Column5 has extensive experience in identifying

    and mitigating such challenges proactively and

    reactively. We can deploy a variety of methodsto quantify the scalability of your solution up to

    and including making use of solutions like HP

    LoadRunner to ensure your system will perform

    well under peak usage scenarios.

    8) DISASTER RECOVERY PLAN,

    CONFIGURE, & TEST

    It is quite likely that a number of major components

    have changed with BPC and in the tiers below.

    As a result, there are likely to be impacts to yourneeded disaster recovery conguration. No one

    likes to be told when there is a catastrophic failure

    that all or much of their data has been lost when

    your system fails under load. A little planning and

    preparation goes a long way here.

    We recommend revisiting your Disaster Recovery

    (DR) plan, and ensure it is up-to-date per any

    changes to component changes made during

    the upgrade. Since your upgrade may well have

    included many aspects of your platform, this planmay be quite comprehensive. Once the plan

    is updated, you will need to implement those

    changes in your environment.

    The DR conguration needs to be tested before

    complete condence can be placed in your plan.

    This should also be done prior to going live, to

    make sure that there is no period where your

    system is at risk without knowing you have a

    basic insurance plan in place to minimize the risk

    of loss.

    A system that fails a DR test is strongly

    recommended not to go live before correcting this

    condition.

    9) POST GO-LIVE SUPPORT

    Despite all the efforts to think of everything and

    plan for the worst, sometimes things still go wrong

    Having an appropriate plan to report incidents

    from users and escalate internally to SAP or to

    a third party needs to be provisioned in advance.

    Having this chain of communication prepared and

    procedures well-understood will ensure a smooth

    process for all involved.

    The above is appropriate for a major challenge or

    outage. But what about early warning indicators

    and symptoms that could be caught by a process

    that runs health checks proactively and routines

    to optimize and re-optimize conditions and

    variables in advance of having any kind of adverse

    experience? These are possible when there is a

    proactive plan for support in place.

    The time to think about a support plan for post go-

    live is before your v10 solution goes live and there

    are numerous options.

    See the upcoming section on proper care and

    usage regimen for BPC for best results.

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    Column5 has always taken a very professional approach

    with our engagements. They are thorough in the project

    planning and project management process, which hasresulted in our upgrades coming in on time and on budget.

    - SVP, Director of Business Intelligence, Banking

    Institution

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    PROPER

    CARE &

    USAGE

    REGIMEN

    FOR BPC

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    PROPER CARE & USAGE REGIMEN FOR BPC

    Column5 Consulting Group, LLC. Not to be distributed without express permission of Column5.

    28

    Getting your upgrade completed isundoubtedly an important first step in

    properly caring for your EPM solution,

    but does this mean your job is done?

    Column5 does not believe that is the

    case. Continuous enhancement to your

    EPM capabilities will orient your EPM

    program to return high value for your

    organization. A specialized team that

    monitors your technical solution and

    EPM processes for effectiveness and

    identifies opportunities to advance

    the effectiveness of your capabilities

    amidst changing market conditions and

    technical capabilities is what is needed.

    There are two ways your organization can

    approach this: build the internal capabilities to

    meet this challenge head-on, or buy a service

    that does all this for you. You dont have to select

    one or the other of only two approaches, but rather

    use this as a scale which you slide across opting

    to build certain components while buying others.

    The following sections outline tools and functions

    you should be using for proper care and use of

    your BPC system.

    Building a Competent TeamSince its early OutlookSoft days, BPC has always

    been touted as a tool that enables nance teams

    to own & manage their own systems. Often this

    translates to a deployment model where the

    assumption is the Total Cost of Ownership (TCO)

    model is dependent on the assumption that BPC

    can just be added to the list of supported systemsIT covers. In some organizations IT has been told

    explicitly: Dont touch BPC! Fast forward to SAP

    acquiring BPC, where many SAP shops technica

    teams take great pride in their internal capabilities

    to fully own their systems, and the stage is set for

    potential conict. It isnt shocking that many of ou

    clients have come ready to meet the challenge

    of proper care and usage with an internal team

    that is largely IT based. Column5 applauds this

    approach and has created numerous tools to helpyour team succeed.

    Establish an Internal Center of Excellence

    (COE)

    We recommend our clients form an internal EPM

    center of excellence or EPM competency center

    with the sole purpose of evaluating how effective

    are our EPM processes? on an ongoing basis

    This team should be looking to establish effective

    KPIs for your success. These KPIs should cove

    topics like user satisfaction, system errors, scope

    of the solution, system performance, and process

    cycle time related to a planning cycle or nancia

    close. Benchmarking available through Column5

    that evaluates your organizations EPM process

    effectiveness against a global dataset from EPM

    (EPM International) is an excellent source to

    identify opportunities to focus on to advance EPM

    process maturity. Additionally, your COE can use

    Column5s PAVE (Process to Achieve Value with

    EPM) methodology to examine other gaps insyncing your nancial, operational, and strategic

    plans. Your COE can benet from the guidance

    of an EPM Roadmap (see page 13) to be a key

    component in this groups charter. Ultimately

    the goal is to make your EPM solution adaptable

    to dynamic needs: improve user satisfaction

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    and engagement, system effectiveness, and

    organizational competitiveness.

    Grow Capabilities in Your Organization

    One of the greatest implementation

    misperceptions is the idea that a single training

    session at the end of a deployment is all you need

    to move forward to unlock full value. As with many

    other professional careers, continuing professional

    education coursework and training is required to

    maintain prociency. Accountants, doctors, and

    lawyers are all examples of this model where a

    process is enforced for practitioners to be keptcurrent of latest changes in the industry for best

    results. Given the mission criticality of the EPM

    system to your organizations operations, making

    a similar commitment to your EPM process will

    make the difference to those who experience

    increasing prociency to those who struggle

    to keep up with changes. There are several

    choices in how to achieve and maintain a high

    level of prociency with an EPM system, and

    we encourage you to chart a deliberate course

    of learning. Contact our team today to discussoptions.

    Attend Educational Events

    EPM Leadership Summit

    Echoing statements from before, we believe

    there are two undeniable facts: 1) Well-run EPM

    processes are the cornerstone of effective

    nancial, operational, and strategic control of

    your organization.2) Technology is constantlychanging. Put these two facts together and

    there is an immense need to stay up-to-date on

    what is changing, connect with peers and EPM

    professionals to share successes and failures,

    and lastly capitalize on training related to all of

    the above. Having an internal viewpoint and

    position on how technologies like the cloud, SaaS,

    mobility, predictive analytics, and HANA inuence

    your potential level of success for EPM processes

    in your organization is vital to extract maximum

    value from EPM investments. This is exactly thetype of material that is covered at our worldwide

    EPM Summits, making this a must-attend event

    for any organization that is striving to maximize

    the impact of their EPM investment.

    EPM Summit Online

    OurAnnual Pass also includes three online live

    events per year in the second, third, and fourth

    quarters, with content available on-demand

    throughout the entire year. Featuring a growingnumber of high quality, deep-dive, EPM sessions,

    there are approximately 15 sessions delivered per

    live event. Each session is recorded for playback

    at your convenience. The Column5 EPM Summit

    annual subscription details the latest technology,

    product, and best practice updates delivered by

    proven experts and customers in three tracks:

    Functional, Technical, and Executive. Each track

    features 5 hours of sessions with each live session

    being worth one CPE credit for participants.

    Although attendees wont have time to view allthe sessions during the live event, you are able to

    increase your expertise beyond the live sessions

    with full access to all three tracks of content in the

    virtual environment, year-round.

    Use Tools for Support and

    Validation

    Blogs & Webinars

    Column5 is the leading BPC partner committedto providing original content related to everything

    EPM. Have a question on a particular topic?

    Trying to prep for your internal COE roadmap

    discussion? Try searching our Webcast Library

    (of over 70 videos) and use this free information

    provided by the experts at Column5 to elevate

    your conversation.

    https://www.column5epmevents.com/register/http://www.column5.com/webcast-libraryhttp://www.column5.com/webcast-libraryhttps://www.column5epmevents.com/register/
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    EPM International Benchmarking

    Gain insight into how your core performance

    management processes, organizationalstructures, and systems for consolidations,

    planning, and reporting compare with other

    international companies, and assess where you

    have a good practice and potential improvement

    opportunities.

    Two main topics are covered at this level:

    Close Cycle Rankings where does your

    organization stack up among peers in your

    geography, industry, size in terms of the speed

    with which you disclose nancial results?

    This analysis is available customized to your

    organization on request.

    EPM Process Benchmarking report participate

    in our survey to nd out how your organization

    rates among your peers with process standards

    and effectiveness. This is an appropriate way

    to identify gaps where your process may lead

    ahead of or lag behind industry standards and

    competitors opportunities.

    Technical Health Check

    Even if you are condent in your teams ability,

    doesnt an occasional check-up help validate your

    teams performance, and more importantly help you

    hedge against unseen risks? Periodic environment

    reviews and performance tuning are one of the most

    prudent steps to help you avoid dreaded downtime

    or sluggish performance, which ultimately drives

    your user satisfaction down.

    Buying an Adequate Level of Service

    The solutions and concepts outlined in prior

    sections are recommended for all of our clients, but

    we have found many clients looking for additional

    continued support post go-live. Column5 has

    assembled a number of services designed to ll

    any gaps in your EPM deployment plan.

    Extended Support

    Extended Support offers a wide range of

    online support sessions and vendor support

    issue-tracking for technical and application

    issues. Whether you need answers to how

    to questions, a health check, performance

    tuning, or an investigation of deeper problems,

    Column5 Extended Support gives you peace

    of mind. Depending on your organizational

    needs, Extended Support is available in Basic,

    Enhanced, and Premium planseach of whichgives you a preset number of support hours per

    month. Options include vendor liaison services to

    see software support issues through to resolution,

    rapid troubleshooting through the Column5 data

    center, and guaranteed response times of 24

    hours or less.

    Managed Service

    Recent trends have led some companies to

    outsource all or part of BPC administration andmaintenance. Clients have found that nding and

    maintaining their own internal resources to handle

    every aspect of their BPC environment can be

    tricky. Some companies struggle to support a global

    user community with a regional support team.

    Almost all nd themselves committing signicant

    resources to handle simple administrative tasks

    at the expense of pursuing enhancements to their

    EPM capabilities. Column5 Managed Service

    offers a remote proactive system administration.

    Clients are able to choose any set of supportfeatures applicable to their needs. Examples of

    these include: technical server administration,

    upgrades, functional system monitoring, planning

    support, and even functional enhancements.

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    Hosting

    Column5 offers several deployment options, andamong the most exciting for fast start-up time and

    cost efciency are the cloud offerings. Column5 can

    host solutions temporarily internally, can deploy to

    the Amazon Web Services (AWS) cloud, and can

    leverage SAPs HANA Enterprise Cloud (HEC)

    as just a few of the available deployment options.

    As a partner of Amazon Web Services Hosting,

    a system that is certied and recommended by

    SAP, Column5 can tailor a exible plan that meets

    the needs of our clients. Benets to the cloud

    deployment go beyond guaranteed system uptime

    and cost efcient on-demand pricing; Column5

    Technical Experts can provide server stewardship,

    data direct and other options for data integration,

    and lower total cost of ownership. There is no need

    for Basis, Database, or operating system support.

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    CONCLUSION

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    CONCLUSION

    Thank you for downloading our comprehensive

    guide on upgrading BPC. It is our hope that many

    of the suggestions made throughout this document

    resonated with you and apply to your experience

    with BPC. However, we anticipate the net effect of

    this information may be where do I start?

    We know many customers are very happy

    with the functionality delivered by BPC in their

    organization. If that ts your opinion, then the

    experience will continue to be positive with BPC

    10 on either platform. Follow the directions and

    advice contained within this document to proceed

    to the next version and enjoy better performance,

    improved functionality, and more value for your

    business.

    On the other hand, perhaps you have experienced

    anxiety with BPC wondering Is this how other

    organizations deploy BPC? Is this really the best

    performance BPC can produce? Maybe your view

    of BPC is that of a black box and it is impossible

    for anyone to understand the inner workings or

    make the solution stable. While we hope that is n

    the case, we speak to customers daily that ho

    those views to be true.

    Whether you have had a mostly positive experienc

    or have struggled with the solution, the Column

    team stands ready to assist. A great place

    start in either case is with our EPM Assessmen

    which is a comprehensive review of your EP

    process, BPC solution, and EPM technolog

    platform. The primary output of this review is

    list of recommendations of actions to take that w

    improve your experience and the value returne

    by this solution. We encourage all customers

    consider the context of the upgrade an opportun

    time to reevaluate your EPM progress to date.

    If you have any questions or need assistanc

    please contact the Column5 team today.

    Best of luck with BPC v10.

    mailto:EPM%20Assessments?subject=http%3A//hubs.ly/H01bLmV0mailto:success%40column5.com?subject=BPC%20v7.x%20to%20v10.x%20Upgrademailto:success%40column5.com?subject=BPC%20v7.x%20to%20v10.x%20Upgrademailto:EPM%20Assessments?subject=http%3A//hubs.ly/H01bLmV0
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    CONTACT US

    Column5 Consulting UK Ltd4th Floor Rex House

    4 - 12 Regent St.

    London, SW1Y 4RG

    Phone: +44 20 7183 0760Email:[email protected]

    EMEA

    Column5 Consulting Group, LLC4800 N Scottsdale Rd. Ste.2300

    Scottsdale, AZ 85251

    Phone: +1 480.779.6990

    US Toll Free: +1 800.360.7839

    Email:[email protected]

    AMERICAS

    Column5 Consulting PtyBA Lepanto Bldg, 14th Floor

    8747 Paseo de Roxas

    Makati City, Philippines

    Phone: +632 403 5983

    Email: [email protected]

    APJ

    Column5 is the leading consulting rm

    focused on delivering client value by

    partnering with our visionary customers to

    aid in advancing the effectiveness of their

    EPM processes. Our organizations broad

    capabilities, coupled with our long history of

    solving EPM challenges for a whos who of

    leading enterprises around the world, have

    uniquely enabled our team to deliver high

    value results in complex EPM circumstanceswith the most advanced requirements.

    Column5s teams provide EPM consulting

    services with a special focus on integrating

    SAPs EPM portfolio via our global network

    and resources in close proximity to our

    clients in the Americas, EMEA, and APJ

    regions.

    Column5 is a proud member of EPM

    International, the SAP Partner Ecosystem,

    Partner Member of SAPs EPM AdvisoryCouncil, ASUG & SUG UKI Members,

    Accredited by SAPs Partner Quality

    Program, Named Top 100 Most Promising

    SAP Solution Providers by CIO Review,

    lauded by Gartner for our leading customer

    satisfaction in the 2012 CPM MQ, and 4 time

    consecutive winner of Fortune Magazines

    Inc. 5000 awards.