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Business Planning

Understanding SAP Business


Planning & Consolidations
Tips, Tricks & Lessons Learned
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL
Topics well cover
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 2
Understand common Planning Goals
Get Insight into the Business Planning and Consolidation Solution.
Learn how to determine the sequence of installation, upgrade, or
integration steps for SAP Business Planning and Consolidation while
taking into account your existing SAP environment
Understand upgrade and implementation alternatives for a stand-alone
deployment, an add-on approach, and support pack options
Get tips for migrating from the 7.0 and 7.5 releases to 10.0, including
what areas will require the most effort such as transitioning your data
Get advice on how to strategically phase out unsupported, or unneeded,
solutions
Get details on the SAP HANA migration path from SAP NetWeaver BW
and SAP NetWeaver BW Accelerator and how it compares to a traditional
database migration effort
Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 3
Planning & Consolidation Goals
Align financial and operational plans with strategic
objectives and goals
Improve planning accuracy and associated costs
Reduce budget cycle time
Spend more time on analysis and less time on
transactional work
Quickly model potential business strategies and
decide on a course of action that maximizes value
creation
Have confidence in financial results and reports

10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 4
Top Pressures Year Over Year
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34%
42%
34%
37%
24%
25%
32%
29%
39%
21%
22%
34%
41%
47%
0% 10% 20% 30% 40% 50%
Current processes are too long &
resource intensive
Current/past accuracy of the budget
negatively impacts corporate performance
Corporate mandates for cost control
Need to better align Planning/
Budgeting with corporate goals
Market volatility creates the need to
dynamically account for change ('agility')
2010
2009
2008
Percentage of Respondents
The Essential Ingredients of
Financial Excellence
Financial excellence
Financial excellence is achieved when resources, people, and technology are
combined to optimize and streamline processes, decrease operating costs, manage
business performance, and avoid certain risks
Gaining efficiency in Finance
Optimize working capital
Driving strategy and growth
Managing risk and compliance
Financial close
A streamlined, efficient, and high-quality financial close is a key ingredient of financial
excellence
Initial wave during the late 1990s
Now re-emerging due to close times slowing in recent years
Processes were not industrialized
Underestimated the impact of SOX

10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 6
The Average Company
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 7
Takes 95 days to
complete a budget
Budgets 230 line
items
Uses
25K person days per
$bn revenue for
performance
measurement
Takes 4.5 months to
develop a financial
plan
Takes 21 days to
complete a forecast
Source: AnswerThink Consulting/The Hackett Group: www.sterlinghoffman.com/
newsletter/articles/article300.html
Todays Challenges
The dynamic regulatory landscape
IFRS
EU Accounts Modernization Directive
Sarbanes-Oxley Act (SOX)
Requirement for faster reporting
Section 409 of SOX for material events
Accelerated SEC 10K/10Q filing deadlines
Need for greater accuracy
Section 302 of SOX management certification
Section 404 of SOX audited reporting of
internal controls
SOX-related close and audit takes longer
52% of the 100 largest US corporations added an average of 5 days to close times
over last 5 years
71% of companies surveyed added an average of 19 days to their audit sign-off
period over the last 5 years
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 8
Common Problems
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 9
Data Accuracy and predictability
Historical data in multiple systems
and spreadsheets No central, data
store
Process Efficiency and standards
No linkage and enforcement with
standard business processes
Budgeting process takes too long and
is error prone
Execution Usability and adaptability
Existing planning products are
difficult to use and inflexible
Designed for power users
Too much dependency on IT for
business-specific tasks

Source: CFO.com (2008): A complete view of the
enterprise: linking operational and financial
planning in global organizations
Trend: Strategic Actions of Best-in-Class
Planning for the Year
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 10
28%
52%
40%
20%
40%
19%
19%
38%
41%
47%
0% 10% 20% 30% 40% 50% 60%
Develop a consolidated view of the process
and the results to be available on demand
Improve data quality
Involve more decision-makers in the
planning/budgeting/forecasting process
Automate the process flows associated
with the budget process
Develop a formal planning/budgeting/
forecasting workflow process
Percentage of Respondents
2010 2009
Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 11
Benefits of an Agile Planning
Solution
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 12
Anticipated ROI of 50% to
150%, and 6- to 12-month
payback.
Can reduce the duration of
the planning cycle by 30%
to 90%, and reduce the cost
by 25% to 75%.
Source: 2009 Gartner-Financial Executives
International Technology Survey

Firms enjoying best-in-class performance share
several common characteristics
100% of best-in-class companies have
invested in planning, budgeting, and
forecasting applications
72% of best-in-class companies have the
ability to reforecast as market conditions
change
92% of best-in-class companies have
established enterprise-wide collaboration from
the top-down and across departments/
divisions during the planning process
70% of best-in-class companies have the
visibility that allows them to drill down to
successive level of detail and 60% have the
ability to perform multi-dimensional roll-ups

Source: llnanclal lannlng, 8udgeung, and lorecasung - Managlng ln uncerLaln Lconomlc 1lmes.
Aberdeen Croup. !anuary 2009
Benefits of a Fast, High-Quality
Financial Close
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 13
The benefits of a fast
close
Improved control systems and
processes at lower cost
Greater quality and greater efficiency
Faster access to financial information
for decision making
More time for value-add financial
analysis
Ability to respond to management
requests and support key initiatives
Marketing tool
Work-life balance for accounting
Benefits Derived from Cycle Time Reduction

Source: Business Objects (now SAP) Fast Close Survey. BPM Magazine. May 2006
Redeployment of staff and resources towards
more value-added activities
Ability to meet regulators deadlines
I do not see any value in cycle time reduction
Be able to work fewer hours, less late nights
and weekends
Cost reduction
62%
7%
8%
13%
10%
66%
59%
61%
52%
38%
40%
32%
27%
20%
0%
20%
40%
60%
80%
Ability to reforecast
as market conditions
change
Ability to perform
what-if scenarios
and change analysis
Ability to incorporate

business drivers into
the on-going forecasting
process
P
e
r
c
e
n
t
a
g
e

o
f

R
e
s
p
o
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d
e
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,

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=

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7
1

Best-in-Class Industry Average Laggard
Dynamic Planning Capabilities
Source: How Best-in-Class Companies Plan, Budget and Forecast in Todays Dynamic World, Aberdeen
Group, 2010

Cost of Planning
Cost as a
percent of
revenue
Source: The Hackett Group
Critical Differences
Laggards (34%) Industry Norm (54%) Best-In-Class (12%)
Detailed Information on
Profitability and Cost of Key
Customers, Products,
and Channels
Standard Costing with Limited Information
on Cross-
Functional Business
and Financial Impacts
Knowledge
Closed-Loop Root Cause
Analysis Across the
Value Chain
Periodic Reactive Review
Based on Line of Business
Against Plan
Processes
Leverage Root Cause
Analysis and Simulation
Tools to Augment
Traditional Systems
Spreadsheet and Use of Line-
by-Line Analysis of Actual
vs. Plan
Technology
Integrated Set of Metrics
That Are Internally and
Externally Focused in a True
Balanced Scorecard
Separate Metrics for Each
Functional Area
Metrics
Source: The Corporate Performance Management Benchmark Report Stanley Elbaum, Aberdeen Group, 2004
Whats a Fast Close?
How fast is fast?
The average time to report year-end or
fourth-quarter results in 2007/2008 was:
29 days in the United States
50 days in Europe
Over the last five years, the close got
generally faster in Europe yet slower in the United States
Impact of SOX
Times for internal management reporting are broadly similar
Source: BPMi Global Close Cycle Rankings 2008
Upper Quartile Middle Quartiles Lower Quartile Best Worst
Europe <8 9-15 >16 2 55
United States <7 8-14 >15 1 22
The Role of Technology
Data entry and validation
Intelligent checks and filtering
Consistent, complete, and
commented
High performance
Simultaneous, parallel processing
Must not compromise on audit trail
Process automation
Built-in rules logic to automate
entries
Multiple reporting channels
Retain past frameworks
Ease of use
Web and Microsoft Office
Workflow and process monitoring
Owned and managed by business
users
Source: Jens Koerner
Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 19
Analytic
Applications
Governance,
Risk, and
Compliance
Enterprise
Performance
Management
Business
Intelligence
Data
Warehousing
Enterprise
Information
Management
Business analytics solutions from SAP
Our approach
Analytic Capabilities
Collaboration
Data Sources Access
Services and Best Practices
Source: SAP
Our solutions for enterprise performance
management for finance
Align better
Drive consistent execution of strategy
Ensure everybody is on the same page by linking
goals, metrics, and plans throughout the
organization
Adapt better
Increase organizational agility
Be prepared and able to rapidly adjust plans and
realign resources to seize opportunities or mitigate
risks
Operate better
Improve profitability and efficiency
Make informed decisions that drive the bottom line
and reduce the time and cost of regulatory
compliance

Solution today
Strategy Management
Planning, Budgeting, and
Forecasting
Profitability and Cost
Management
Financial Consolidation
Disclosure Management
Strategize
& Prioritize
Plan &
Execute
Monitor
& Analyze
Model &
Optimize
Source: SAP
What do most companies use today?
Source: SAP
Introducing Business Planning and
Consolidations
Financial reporting and analysis
Ad hoc
Variance analysis
Driver analysis (industry,
growth, capacity, etc.)
Forecasting and consensus building
Rolling forecasts
Continuous planning
Collaboration
Business planning
Budgeting
Sales/revenue planning
Capital expenditure planning
Headcount/staffing
Expense planning
Cash flow/liquidity planning
Consolidation
Intercompany matching/
reconciliation
Intercompany eliminations
Management roll-ups
Legal consolidation
Planning, budgeting, forecasting, and financial consolidation in one application
Source: SAP
SAP Business Planning and
Consolidation*
Familiar and easy to use
! Increase user adoption with a solution that
leverages native Microsoft Office tools (e.g.,
Excel) and Web browsers
Process-centric
! Guide users and drive process consistency
with configurable business process flows
Unified
! Save time and reduce errors with a single,
integrated solution for planning and
consolidation
* Available in a version for the Microsoft platform and a version for
SAP NetWeaver

Streamlined planning and a faster, more compliant close
Source: SAP
Whats Different This Time?
In the past SAP has made attempts to adopt Microsoft Office as its
key frontend tool but in doing so has stifled the capabilities.
i.e. Excel In-Place provided no capability to utilize any of the
special features that Excel has to offer.
BPC has a unique approach to its integration with Microsoft Office
Unlike previous SAP planning or consolidations tools that tried to
retrofit Excel into SAP, BPC uses the full features and functions of
Excel leveraging SAP. This enables end users to leverage the full
power of Microsoft Excel!
BPC in essence is Excel ++
Understanding the different SAP Business
Planning and Consolidation releases
1. SAP Business Planning and Consolidation 7.0, version for the
Microsoft platform succeeds the 5.1 release
2. SAP Business Planning and Consolidation 7.0, version for SAP
NetWeaver is a new product running on the SAP NetWeaver
platform (it is not a successor to the 5.1 release)
Going forward, SAP is continuing to invest
in both versions
SAP Business Planning and Consolidation is
available as two distinct (separately priced)
applications/platforms version for SAP NetWeaver
and version for the Microsoft platform
SAP is pursuing a dual release product strategy
The 10.0 releases of both versions are currently in
unrestricted shipment (general availability)
2013
2007
5.1
Release
Version for the
Microsoft Platform
Version for SAP
NetWeaver
10.0
Release
10.0
Release
7.0
Release
7.0
Release
7.5
Release
7.5
Release
Generally Available Generally Available
Acquired from
OutlookSoft
Version for the Microsoft platform requires Microsoft SQL
Server
Version for SAP NetWeaver supports any database
supported by underlying SAP NetWeaver platform
Source: SAP
Similarities and differences between
versions
Similar functionality, but not identical
Dimension Management
Concurrency
Locking
Data
Manager
Audit
Reports
Environment
Shell
User
Activity
Logic
Script
Shared Query Engine
VERSION FOR THE
MICROSOFT PLATFORM VERSION FOR SAP
NETWEAVER
Automated Variance
Analysis
SQL-Based Logic Script
Table Drill-
Through
SAP NetWeaver BW
Accelerator (SAP HANA*)
support
Granular Transports (Lifecycle
Management)
BAdI Framework for
Enhancements
SSIS
Packages Process Chains

SIMILAR CAPABILITIES
Microsoft Office Clients
Web Reporting
Drag-and-drop report design
Business Process Flows
Workspace
URL Drill-through
BI Platform Integration
Documents view
Ownership Manager
User Management
Model Mgmt
Business Rules
64-bit support
Books

Microsoft SQL Server
Database Only
Optimize Application
Web-Based Admin
SAP NetWeaver Authorizations
Active Directory
Controls and Consolidation
Monitors
Drag-and-drop hierarchy
editing over the Web
Global Cache
Source: SAP
Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 28
Introduction to the EPM Add-In
The EPM Add-In is the new frontend for EPM 10.0 products, but the tool is not
limited to usage within the EPM Suite. In fact it can be used for Excel Reporting
on a number of different solutions.
Profitability and Cost Management
SAP Strategy Management
Business Planning and Consolidations
NetWeaver
Microsoft
Any system with an ODBO connection.
SAP BW
Microsoft Analysis Services
And more
In order to successfully implement BPC it is paramount to understand the rich
features available within the tool in order to effectively utilize the vast set of
capabilities that the application has to offer.
Remember this is what the end user will see and the measure of success a
project has is based on user adoption.
SSAS SQL Server Analysis Services
BW SAP Business Warehouse
ODBO OLD DB for OLAP
XMLA XML for Analysis
WS Web Services
EPM applications can be reached via several connection
types:

SAP BOPC 10 cubes for both Microsoft and NetWeaver versions can be queried from the EPM add-in
using two different kinds of connections:
! Web Services
! ODBO provider (a particular ODBO provider for each NW and MS version).
The Connection Concept
SAP BO EPM add-in 10.0
SAP Financial
Consolidation 10.0
Designer cubes
SAP Profitability and
Cost Management 10.0
SAP Strategy
Management 10.0
SAP BusinessObjects Planning and
Consolidation, Version for NetWeaver
10.0
SAP BusinessObjects Planning and
Consolidation, Version for Microsoft
10.0
SSAS, BW
cubes
ODBO
ODBO

ODBO
WS
WS
ODBO

+ Support of non EPM SSAS and BW cubes (through ODBO technology)
Creating EPM Connections
Local:

This connection type is for ODBO
connections, which can be built for FC
SSAS cubes, FC BW cubes, SSAS standard
cubes, BW standard cubes, PCM ODBO
provider,
SSM ODBO provider, BPC MS ODBO
provider and SAP BW OLE DB provider.
An ODBO connection doesnt allow data
input, and is only used for data retrieval.
Data Manager features are also not
reachable with an ODBO connection.
However, the usage of custom members
(to build some complex MDX calculated
members) can only be performed with an
ODBO connection.
Planning & Consolidation:

This type is for Web Service connections,
on the top of BPC 10 MS and BPC 10 NW.
A Web service connection allows data
input, and the use of the Data Manager
ribbon, but does not support the creation
of custom members.

Creating EPM Connections
Manual Connections



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



Creating EPM Connections
Automatic Connections



Automatically created connections, accessed from
the BPC web portal, are not stored in the EPM
Connection Manager window.
EPM Add-In Jumpstart
Some EPM Add In Basics that are critical to understand in order to lead a successful
implementation.
EPM Toolbar
Context Bar
EPM Pane
Report Editor
Building Input Forms and Reports
Options (Report Editor vs Sheet Options vs User Options)
Formatting
Multi-source Reports
Advanced Cell Formulas
Member Recognition

EPM Toolbar
The EPM Add-in installs two toolbars, one for EPM reporting called EPM, and one for
batch data processing called Data Manager
EPM Context Bar
The Context Bar provides a view into the data that they are planning
against and provides a way to quickly change to different intersections
for planning and viewing data. The Context Bar acts much like single
selection user variables in BEx minus the ability to create user-exits on
those variables.
EPM Context Bar
By selecting the dropdown menu, the member selector appears. You will see
only members that you have authorizations to
EPM Context Bar
The Context Bar can be customized per worksheet using the Context
Options Menu
Dimensions can be hidden and/or
locked by worksheet or workbook
EPM Pane
The EPM Pane can be a quick way to build and/or edit reports. It is also
a great way once you understand the model you are working with to
perform ad-hoc
analysis of your
business data.
EPM Report Editor
The Report Editor has the most comprehensive set of features available
for building Input Forms and Reports vs. the EPM Pane and direct cell
entry
EPM Report Editor
The Report Editor has ten tabs where you can customize aspects of your report
such as read only members, report expansion behavior, formatting sheet,
creating local members, sorting, and filtering
These robust features
permits maximum
flexibility in reporting and
planning layouts.
Building reports and input forms
Once logged into the EPM data source, click the New Report button (1)
or drag & drop dimensions from the dimension list in the EPM Pane to
the row axis and columns axis (2).


1
2
Or
Building reports and input forms
Once your report is generated, you can access its options (tabs) by clicking the
Edit Report button (1). The Report Editor opens with a list of options and tabs (2).
2
1
By selecting Use as
Input Form option (3),
the Save Data button
will become available
(4), when coming back
to your report.
3
Building reports and input forms
Click on the Account dimension in row axis on the EPM Pane (1) in order to define
the desired expansion. The Member Selector opens and you can now define your
Account expansion.
5
1
Select PL600
account member
(2), and Member
and Descendants in
the Selection
Relationship drop-
down (3), and move
it to the Selected
Members window,
by clicking the right
arrow button (4),
and click OK (5).
3
2
4
Building reports and input forms
You report now displays NetIncome and all its descendants for the
Account dimension.



EPM Options
The difference between Report Editor Options, Sheet Options, and User
Options
" Report Options are specific to a single report
" Sheet Options apply to all reports on the worksheet
" User options are specific by user and can create different user experiences for
the same input forms and report
" All options are documented in the EPM End User Guide
" Specific Option settings will be covered in the workbook design section as they
are specific to individual reports and workbooks
Formatting
For each report, you can decide to apply a formatting by clicking the View
Formats button on the EPM tab (1). A new sheet appears in your
workbook (called EPMFormattingSheet) (2).
1
2
Formatting
Apply some formatting to the desired sections.
Be aware of the priority (read from the top to the bottom).
Formatting
Return to Sheet1 worksheet and click the Edit Report button (1). Under
the Options tab click the Apply Dynamic Formatting checkbox and choose
EPMFormattingSheet in the drop-down box (2).
1
2
3
Back to your report,
the formatting is
applied (3)
according to the
EPMFormattingSheet
definition.

Multi-source reports
Using the EPM Add-in, you can display two reports belonging to different data
sources on the same worksheet.
1
2
Report 1 is linked to a Planning and
Consolidation connection.
Report 2 is linked to a native BW cube
through ODBO driver connection.

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




Multi-source reports
When displaying several reports on the same spreadsheet, you can turn on the
Axis Sharing Feature.



1
2
Report 1 is linked to a
Planning and
Consolidation
connection, and
shares its row axis
with Report 2.
Report 2 is linked to
the same Planning
and Consolidation
connection, and
displays another
dimension in columns.




Advanced cell-based formulas
Some EPM functions enable you to perform some actions on reports or input
forms. Those functions are complementary to the EPM Add-in interface, and
might allow your reports or input form to be even more dynamic.
EPMCopyRange, very useful formula.
This function enables you to add and repeat the content of a range of cells
until the bottom (columns) or the right side (rows) of a report is reached. The
range is added to the data grid and to the shift zones (if there are ones),
starting after the row axis and below the column axis.
Typically, this function is very useful when you use hidden columns between
your row headers and your data range (what we call shifting columns).
This function is not the official successor for Before Range/After Range. The
new method for building Before and After Range would be to either use the
Sorting & Grouping feature in the axis definition, or use the new
EPMInsertCellsBeforeAfterBlock directly in the report.

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

Here, the formula is used
to copy a formatting range
down the rows.
It is applied for the shift
column (column B), as
well as for the data grid.
The source definition of
the formats to apply is
placed in cells A2:D2,
above the report.
In cells A2:D2, you can
also add formulas to
retrieve comments instead
of data for example.
Advanced cell-based formulas
= EPMDimensionOverride("000;001",TIME",B20)
" EPMDimensionOverride formula offers the ability to reference former
MemberSet cell (from an EVDRE report), so that your expansion in EPM
Add-in will retrieve the same result. Former MemberSet parameters can
be used (MEMBERS, BAS,SELF,LDEP(n), etc)
" In this example, the formula will override the member selection for the
TIME dimension in reports 000 and 001. The dimension member selection
performed in the Member Selector is replaced by value in cell B20.

Activating Member Recognition
Member Recognition is a key component in building more complicated reports
and driving report and column headers from your context
EPM Add-in client vs. Web client
EPM Add-in client
Installed on client machine (no need to be aligned with BPC server SP)
Supports advanced reporting and input form
" Easy drag & drop feature and axis selection
" Complex formatting
" Sorting, ranking, filtering, and spreading capabilities
" Advanced member selections, data offsets
" Member recognition
" Use of BPC VBA macros and advanced cell-based formulas
" Workbook supports multiple reports, input schedules and sources
" Report links for ad hoc analysis
Can run data manager process chains and execute drill-through
Ribbon customization
Enhanced Word and PowerPoint integration
Create Distribution and Book templates
EPM Add-in client vs. Web client
Web client
Zero footprint and can work on client computers not running Microsoft Office
Administrative and general navigation functions for BPC 10.0 NW
" Create models, business process flows and business rules,
" Manage documents, web content management and audit reports
" Design and leverage Consolidation Monitor
Workspaces allow for web reports, schedules and dashboards to be easily
consumed by users
Supports simple reporting and data input, to augment EPM Excel capabilities
" Can filter on members, sort fields, change layout and show charts
" Using Dashboard Designer 4.0 can allow for more complex scenarios using flash files
EPM Add-in client vs. Web client
Web cllenL Lxcel cllenL
lormulas 1he dlmenslon member formulas
work wlLh web cllenL.
8eporL speclc formulas can'L be
creaLed on Lhe web cllenL.

Lxcel formulas can be creaLed and used.
lormulas on summauon, calculauons
parenL node values (lnsLead of feLchlng
values from backend) can be done.
v8 scrlpung can be leveraged
lormamng Web cllenL does noL have reporL
formamng feaLures Lhough lL has
funcuonallLy Lo use charL and Lable
wlLh varlous opuons for charL.
lull array of reporL formamng feaLures are
avallable.
ln addluon, Lxcel formamng feaLures can
also be leveraged.
uaLa Manager uaLa Manager packages cannoL be
execuLed from Lhe web cllenL.
uaLa manager packages can be execuLed
from Lhe Lxcel cllenL.
urlll-1hrough

urlll-1hrough cannoL be execuLed
from Lhe web cllenL.
urlll-1hrough can be execuLed from Lhe web
cllenL.
EPM Add-in client vs. Web client
Web cllenL Lxcel cllenL
Addluonal feaLures lL ls easler Lo lnLegraLe reporLs
and lnpuL schedules wlLh
workspaces and llbrary.
8eporLs allow member selecuons,
sorung, drag and drop and charLs.
lavorlLes llnk
Lxcel cllenL has addluonal feaLures such as
enhanced member selecLor, dlrecL member
enLry, member oseL ,
spreadlng eLc.
lnLegrauon Web cllenL can reporL daLa from
SA 8uslnessCb[ecLs lannlng and
Consolldauon 10.0 only.
Lxcel cllenL can reporL daLa from oLher LM
producLs as well as exLernal sysLems
connecLed Lhrough Cu8C Lxcel add-ln.
Muluple reporLs and charLs can be added Lo
a workbook (lncludlng muluple sources).
lnsLallauon Web cllenL can work wlLh zero
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Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 61
BPC Architecture...
The version of the product you choose has
implications on the architectural layout of your
solution.
If you are an SAP NetWeaver Shop
Do you currently have SAP BWA?
Do you want to use SAP HANA?
Are you comfortable with SUSE Linux as an organization?
Are you using SAP NetWeaver 7.3?
If you choose SAP BPC, version for Microsoft Platform
Are you going to try to integrate with SAP ERP?
Are you going to try to integrate with SAP BW?
Are you currently using SQL Server 2012?

SAP BPC 7.x, Version for BPC Microsoft
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 63
.NET Application Services
(Application Logic Takes Place Here)
Windows Server (32-Bit)
IIS Internet Information Services
- SOAP Web Services -
Microsoft SQL Server
(2005 or 2008)
Windows Server (64-Bit)
SQL Server
Components
Required
(Not All Services are
64-bit Compliant)
SSRS SQL Server
Reporting Services
SSIS SQL Server
Integration Services
SSAS SQL Server
Analysis Services
SSDS SQL Server
Database Services
Front-End Clients
BPC for Office BPC for Web BPC Admin
Console
SAP BPC 10, Version for BPC Microsoft
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 64
.NET Application Services
(Application Logic Takes Place Here) *.NET 3.5 *
Windows Server (*64-Bit*)
IIS Internet Information Services
- SOAP Web Services -
Microsoft SQL Server
(2008 or 2012 as of SP7)
Windows Server (64-Bit)
SQL Server
Components
Required



SSRS SQL Server
Reporting Services
SSIS SQL Server
Integration Services
SSAS SQL Server
Analysis Services
SSDS SQL Server
Database Services
Front-End Clients
EPM Add-In BPC for
Web
BPC Admin
Console
BPC Web
Rebuilt in
Adobe Flex
SAP BPC 7.x, Version for SAP NetWeaver
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 65
SAP NetWeaver BW 7.01
- Application Logic Takes Place Here -
(SP5 minimum)
SAP NetWeaver Supported Database
(Sybase ASE, MaxDB, Oracle, etc.)
.NET Application Services
Windows Server
IIS Internet Information Services
- SOAP Web Services -
Business
Warehouse
Accelerator
(BWA)
Legend
= Optional
Front-End Clients
BPC for Office BPC for
Web
BPC Admin
Console
SAP BPC 10, Version for SAP NetWeaver
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 66
SAP NetWeaver BW 7.3
SAP NetWeaver
Supported
Database
(Sybase ASE,
MaxDB, Oracle,
etc.)
Business
Warehouse
Accelerator
(BWA)
Legend
= Optional
Front-End Clients
EPM Add-In BPC Web/Admin
(Redesign)
SAP HANA
SAP Business Warehouse
(Application Logic Takes Place Here)
SAP Web Application Server (WAS)
- RESTful Services -
Rebuilt in
Adobe Flex
Architectural Decision Implications
BPC, version for the Microsoft platform
Maximize usage of 64-bit components where possible
Leverage the Global Cache (BPC 10.0)
In preliminary tests, using the Global Cache reduced database bottlenecks
Leverage the latest Microsoft supported release
SQL Server 2008 for BPC 7.x, version for the Microsoft platform
SQL Server 2012 (as of SP7) for BPC 10.0, version for the Microsoft platform
BPC, version for SAP NetWeaver
Leverage a system you can effectively tune
Leverage SAP NetWeaver BW Accelerator or SAP HANA when possible
64-bit and unicode systems are hard requirements (for BPC 10.0)
Migrate to SAP NetWeaver BW 7.3 and BPC 10.0 when possible
This will remove 32-bit bottlenecks (i.e., librfc32.dll for .NET Communication)
Architectural Benefits of Moving to EPM
10.0
SAP Business Planning and Consolidations 10.0 is more robust and performant!
BPC 10.0, version for SAP NetWeaver
Supports SAP HANA
All cubes are optimized!
Equivalent of indexing every cube into SAP NetWeaver BW Accelerator
Measure formulas pushed down to database
More enhancements to come!
Broader usage of shared memory
BW hierarchies
Report caching
BPC 10.0, version for the Microsoft platform
Eliminates 32-bit dependency
No need for .NET 2.0 or prior (everything is .NET 3.5 or greater)
No COM+ services
Usage of Global Cache eliminates database server bottlenecks
Sending/Retrieving data
Data Manager
Logic
Log on
Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 69
Steps to getting BPC into your
Organization
Installing/Upgrading to BPC
BPC 10.0, version for SAP NetWeaver is the most widely adopted version of
BPC currently being implemented.
If you decide to install BPC 10.0 some key questions you need to figure
our are:
Are you currently using the right platform to support BPC 10.0?
BPC 10.0 requires SAP NetWeaver 7.3
Are you planning to leverage BPC on HANA?
If you decide that BPC 10.0 version for NetWeaver is the right direction
for your organization there are some subsequent questions.
Are you currently an SAP BW shop?
Does your organization plan to leverage the same system for
SAP BW that you are going to use for SAP BPC?
Is BW on version 7.3?
How long will it take to mobilize the infrastructure team to
upgrade your servers? 6 months?
Should you install a separate server landscape for SAP BPC?
Source: Jens Koerner
What upgrades are there?
BPC 7.5 MS BPC 10 MS
Upgrade tool is available, with manual functional upgrade effort
BPC 7.5 NW BPC 10 NW
Upgrade tool is available, with manual functional upgrade effort
BPC 7.* MS BPC 7.5 NW BPC 10 NW
Upgrade tool is available, with manual functional upgrade effort
BPC 7.5 NW BPC 10 on BW on HANA
Upgrade tool is available, with manual functional upgrade effort
Source: Jens Koerner
In-place upgrade
Upgrade Dev, then QA, then Prod
Dev
7.x ! 10.0
QA
7.x ! 10.0
Prod
7.x ! 10.0
Challenge: No bug fix path in place once Dev is upgraded
unless there is a Maintenance Support System
Source: Jens Koerner
Cutover to new landscape
Create a completely new landscape and retire the
old landscape
Dev 7.x QA 7.x
Prod 7.x
Dev
10.0
QA 10.0
Prod
10.0
Challenge: Redirect source data from old to new
production system
Source: Jens Koerner
Box split
Create a completely
new landscape for BPC
only, and keep the old
landscape for SAP
NetWeaver BW
Challenge: Redesign data flow
from one combined SAP
NetWeaver BW/SAP BPC
instance to separate BW and
BPC using Remote Function Calls
(RFC)
BW
BPC
Instance strategy
Do you install BPC as an add-on to your existing SAP NetWeaver BW or on a separate SAP
NetWeaver BW server?






http://scn.sap.com/community/epm/blog/2011/10/12/installation-options-for-business-
objects-planning-and-consolidation-100-version-for-netweaver
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lnLegrauon uevelopmenL
and MalnLenance cosL
upgrade llexlblllLy
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8WA lnvesLmenL
leverageable
uaLa MovemenLs

You have decided to Install and/or
Upgrade
If you have decided to upgrade

Upgrade a sandbox (ideally a copy of production)
and perform an analysis of what works out of the
box and what breaks. This will be a key exercise to
determine the amount of rework needed.
Verify Installation / Upgrade dependencies
Software
The Product Availability matrix
(http://service.sap.com/pam *)
and the install guide spell out the
software dependencies from an
SAP perspective
Check with your IT/Basis admins
that these dependencies can be
implemented
Oftentimes, an SAP NetWeaver BW
or SAP ERP system is only
upgraded once or twice a year
* Requires login credentials to the SAP Service Marketplace
Verify Installation / Upgrade dependencies
Hardware
Ensure you size your new environment properly
Also, do you need new hardware? Procurement
cycles can last months.
Sizing your BPC Instance
The BPC Sizing guide is very vague.
Make sure the you leverage the quick sizer on the
service marketplace.
Size your implementation as if it were and SAP BW-IP
implementation.
Plan for time during the implementation to revisit
sizing after you have demonstrated the capabilities of
the solution to the business
The size of the user base during an implementation can grow
exponentially
Make sure you procure enough servers up front
procuring servers can take months
Sizing information
http://service.sap.com/sizing *
www.sdn.sap.com/irj/sdn/performance-analysis

* Requires login credentials to SAP Service Marketplace
Hardware sizing for BPC MS and BPC NW
http://scn.sap.com/community/epm/blog/2012/03/05/bpc-100-nw-netweaver-sizing
Upgrading to BPC 10.0
Areas that require attention:
Reports, including VBA (MS and NW)
BAdIs (NW only)
Security (NW only)
Back-end migration (NW only)
Upgrade considerations
BPC 7.5 reports may only be built with EV functions. Here is the list of all former BPC 7.5
functions that are backward-compatible:
evAPD EPMModelCubeDesc
evAPP EPMModelCubeID
evASD EPMEnvDatabaseDesc
evAST EPMEnvDatabaseID
evBET EPMComparison
evBNV EPMBook
evCGP EPMCommentPartialContext
evCGT EPMCommentFullContext
evCOM EPMSaveComment
evCVW EPMContextMember
evDES EPMMemberDesc
evDIM EPMDimensionType
evDNV EPMDocumentList
evGET EPMRetrieveData
evGTS EPMScaleData
evHNV EPMURL
evLCK EPMWorkStatus
evMBR EPMSelectMember
evMNU EPMExecuteAPI
evPRO EPMMemberProperty
evPRP EPMDimensionProperty
evRNG EPMCellRanges
evRTI EPMRefreshTime
evSND EPMSaveData
evSVR EPMServer
evTIM EPMMemberOffset
evUSR EPMUser
OsCLD EPMDocument
Upgrade considerations (cont.)
Some former EV functions have been turned into EPM add-in features and,
therefore, are not supported anymore:

EVEXP (use the new Report Editor instead)
EVENE
EVNXP
EVSET
EVLST
EVPXR
EVHOT (becomes Quick Links functionality in the EPM add-in)

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


Upgrade considerations (cont.)
EvDRE reports are backwards-compatible using the EPM 10 add-in
Once the existing EvDRE function returns OK (meaning that your EvDRE definition is
valid), the EPM add-in ribbon will change and display an Expand button, as well as former
Workbook options (no mix of EvDRE and EPM add-in report on the same spreadsheet)
Creation of new EvDRE reports through the EvDRE builder wizard is not possible.
However, you can copy an existing one and adapt it to match your new model/
environment.
Upgrade considerations (cont.)
The EvDRE migration tool exists in order to help customers migrate their BPC 7.5 EvDRE
reports to EPM add-in reports. You can access the tool by selecting the More button, and
then selecting EvDRE Migration (1).
Several migration options are available: Active Worksheet, Active Workbook, Planning a
Consolidation Server, and Local (2)





1
2
Result of a migrated EvDRE
" The generated report layout reflects the same expansions in row and column axes,
compared to the MemberSet parameter used in the EvDRE expansion range
" A new formatting sheet is automatically created and filled-in with the formats defined in
your initial EvDRE format range
" Sorting, ranking, suppressing, and inserting options are not migrated, neither are all
shifting columns (columns between the row or column header and the data grid, usually
used to display some member properties)
" In case of customized reports, manual adjustments may be required
(such as updating BPC 7.5 VBA macros, for example)
" A migration log will be generated after each migration process. You can
find it by clicking the More button, and then clicking Log.
EPM macros
The EPM add-in provides BPC macros and BPC events, but with different names
compared to former BPC 7.5 macros
For example, former MNU_eSUBMIT_REFSCHEDULE_SHEET_REFRESH macro is now
called SaveWorksheetData and former BEFORE_SEND event is now called BEFORE_SAVE
Note: In version 7.5, a parameter was needed for BPC events, such as
BEFORE_REFRESH(Argument as String). In the EPM add-in, no parameter is needed:
BEFORE_REFRESH().
Custom menus
Custom menus
Custom menu functionality is no longer available. Customers should either:
Move to BPF functionality, displaying and executing Business Process Flow
actions from the EPM pane
Use the EPMExecuteAPI (former EVMNU) function from a worksheet that could
be linked to a customized ribbon extension, or
Use Workspaces from the Web portal
EVMNU
EVMNU function is still supported, but will need to be updated manually with the
new macro names from the new public API
Books and distribution
Book and distribution templates (definition) are automatically migrated and can be
edited directly through Excel or through the new dedicated UI. Published books will
need to be generated again.
BAdI migration
Note: If you have written any BAdIs against internal
APIs, then those need to be adopted as internal
APIs change in 10.0. These include:
Get Dimension Members
Get Current View
Get Dimensions
Read Transaction Data
Write Transaction Data (Write Back)
Get Metadata
Process Dimension
Read Master Data
Security (SAP NetWeaver only)
The migration program
User management and security

SAP Business Planning and Consolidation 7.5 used either Active Directory or CMS
accounts. Version 10 uses SAP NetWeaver accounts, instead.
As part of a migration, user accounts must be recreated in SAP NetWeaver, and
any reference to the user accounts in the environment must be updated to reflect
the new security model

Once the new accounts have been created in SU01, a mapping file (Excel
spreadsheet) with two columns should be created as follows:



This spreadsheet should be saved as a Tab-delimited file


Security (SAP NetWeaver only) (cont.)
The migration program
User management and security (cont.)
References to the user IDs in the OWNER or REVIEWER properties of
dimensions will be properly migrated
References to user IDs in custom-defined properties will NOT be
migrated
The File Service structure will be updated accordingly; domain folders
will be removed
Teams are migrated
Task Access profiles are migrated, but will have new, more descriptive
names
Member access profiles are migrated and are called Data Access
profiles
Back-end migration (SAP NetWeaver only)
The migration program
After importing a 7.5 Application Set with UJBR, run
the Migration Program:
The program name is UJT_MIGRATE_75_TO_10
Called from Transaction Code SE38


Back-end migration (SAP NetWeaver only) (cont.)
The migration program
Transaction data and master data can be imported with UJBR before
running the migration program (optional)
NOTE: User-defined order of members is not retained
Comments are automatically migrated
Journals are automatically migrated
Business rules are automatically migrated
Validations (now called Controls) are automatically migrated
Administration settings and configurations (parameters) are all
automatically migrated
NOTE: Some settings retained in the Web Admin Client, others retained in the IMG (transaction
SPRO)
All non-custom Data Manager objects are automatically migrated
NOTE: Data Manager log files are not migrated
Content Library is automatically migrated
NOTE: Custom Web pages are not migrated
NOTE: Live Reports are not migrated
BPFs are automatically migrated
NOTE: Archived instances are not migrated
NOTE: Deprecated actions or actions linking to non-existing content are not migrated
Changes in BPC 10 NW
EXAMPLE:
The Application Setup Tasks include these main steps:
1. Manage the KPI Library
2. Manage Roles
3. Manage Conversion Factors
4. Manage Reporting Frameworks
5. View Organization Hierarchy
6. Manage Audit Logs
BPC NW 7.5 Set Application Set/Application parameters
BPC NW 10.0
Controlled only through
the related functions
or options in the
Administration Workspace
E.g., Change Status function
Functional parameters
set by the user
E.g.,
APPROVALORG
Configuration parameters
set by the user
E.g.,
ALLOW_FILE_SIZE
Table = UJA_USER_DEF
System parameters
controlled by the system
E.g.,
AVAILABLEFLAG
Set these parameter values
in the UI of the
Administration Workspace
E.g., Hierarchy setting
managed in the
Work Status view
Set these configuration
parameter values
in IMG
Transaction = SIMGH
Tables = UJA_PARAM (Cross Environment level)/UJA_PARAM_APP (Environment and Model level), except for a few system
parameters, which are still stored in UJA_USER_DEF
Source: Jens Koerner
Parameter:
APPROVALORG
Examples of parameters moved to UI
Examples of parameters moved to UI
(cont.)
Parameters:
ORG_INTCO
ORG_PARENTPROPERTY


Parameter:
COMMENT


Content migration
The migration program
Xcelsius Dashboard
Dashboards are NOT migrated

The following manual steps are required for migration:
Open the old .XLF file in Dashboard Designer
Remove the old EPM connector
Recreate the new connection and set its parameters appropriately


Content migration
The migration program (cont.)
Custom Menus
Custom menus are NOT migrated
That functionality is replaced by the Workspaces and BPF Activity
Workspaces
! MOVE calculations into database
! Only transfer RESULTS
Taking advantage of SAP HANAs
strength
APPLICATION
LAYER
Calculation
DATABASE
LAYER
Calculation
Classical Approach
Future Approach
Source: Jens Koerner
21 times faster back-end times*
*Report with 500K cells
Source: Jens Koerner
BPC on SAP HANA stack
BPC on SAP HANA
Enabling/disabling SAP HANA add-on in SPRO
Only use SAP HANA as underlying
RDBMS in place of SQL, Oracle, DB2,
etc., not HANABPC SC

Step 1:
Database migration for metadata and operational data
Create Data Definition Language for appropriate target database using report
SMIGR_CREATE_DDL
Choose target database SAP In-Memory DB, unicode, and the target directory
Run option Database Instance Export from SAP Installation Master from transfer system
Choose target database MaxDB
Choose Little Endian (for OS Linux) and unicode

Step 2:
Replace SAP NetWeaver BWs underlying database with SAP HANA database per new
installation of the system copy using the SAP Installation Master for New DB

Step 3:
Typical post steps in the copy of the SAP
NetWeaver BW system


Migration aspects for an SAP HANA
empowered SAP NetWeaver BW
(*) Migrating to further SAP HANA releases is optional
Option HANA 1.0, SPS3
SAP NW BW
RDBMS
SAP NW BW
HANA
BWA
Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 106
Leading a Successful BPC
Implementation
What are the key success factors for BPC
implementations?
(1) Product Expertise
(2) A Structured Project Delivery Methodology
Typical Phases of a BPC
Implementation
Based on the ASAP Methodology
Example Delivery Plan
Implementation Phases
Project
Preparation
Business
Blue Print
Realization
Final
Preparation
Go-Live &
Support
RESOURCES/ACTIVITIES
/RESULTS

Project Manager (100%)
(BPC desireable)

BPC Solution Architect
(40-60%)

BPC Platform Consultant
(50-100%)

Project Manager (100%)
IT Responsible (50-100%)
Business Leads (20%)

RESOURCES/ACTIVITIES
/RESULTS

Project Manager (60%)

BPC Solution Architect
(100%)

BPC Platform Consultant
(50% x 2-3 weeks)

BPC Consultants techn.1x
(100%) (BW Integration)

BPC Consultants funct.
1-3x
(80%)
(optional) ECC Integration
Consultant
Business and IT
Representatives, PM,
nominated endusers


RESOURCES/ACTIVITIES
/RESULTS

Project Manager (60%)

BPC Solution Architect
(50- 100%)

BPC Platform Consultant
(50% x 2-3 weeks)

BPC Consultants techn.1x
(100%)

BPC Consultants funct.
3x (100%)
ABAP Developer
(BPC desirable)

Business and IT
Representatives, PM,
Super user
RESOURCES/ACTIVITIES
/RESULTS

Project Manager (60%)

BPC Solution Architect
(50- 80%)

BPC Platform Consultant
(50% x 2-3 weeks)

BPC Consultants techn.1x
(60%)

BPC Consultants funct.
2x
(100%)
ABAP Developer
(BPC desirable)

Enduser, Business and IT
Representatives, PM



RESOURCES/ACTIVITIES
/RESULTS

Project Manager (60%)

BPC Solution Architect
(50- 80%)

BPC Platform Consultant
(50% x 2-3 weeks)

BPC Consultants techn.1x
(60%)

BPC Consultants funct.
1x
(100%)

Enduser, Business and IT
Representatives, PM



Business Blueprint
ASAP Methodology for Implementation 7.1
Project
Preparation
Business
Blue Print
Realization
Final
Preparation
Go-Live &
Support
BPC is a very versatile tool and can be used to cover many different business
processes. A BPC Business Blueprint document can therefore look quite differently
depending on the type of project and on the client as well.
Due to the nature of BPC, there is not a single template that will fit all requirements.
This presentation will follow the least common denominator approach to identify
those points that should be included in any blueprint document.
Business Blueprint Scoping
The blueprinting activity is a key activity in any
BPC project. It is key not to underestimate the
time required for this task (at least 20 to 30
percent of the total time of the project depends
on the availability of documented requirements)
Here are some of the factors that will impact the
blueprinting effort:
Type of project (Planning, Consolidation)
Number of processes to be covered
Level of details required

Business Blueprint Process
The blueprint document should reflect what is going to be customized in BPC.
Therefore it is key that:
Written in a way that the Business / IT departments fully understand it
Use appropriate terminology
Have an appropriate level of details
Sign-off of the blueprint is essential and no implementation should start before
a formal sign-off.
Any change requested after the sign-off should go through a change request
process.
Important must-be steps:
Detail Design Documents will provide additional structure and could be
leveraged in documentation and for unit testing (lean implementation model)
Prototyping is a key for early user involvement and to prove designs. It
reduces change management efforts during Go-Live Preparation (lean
implementation model)
Business Blueprint Content
Table of Content
Introduction
Management/Executive Summary
Project
Description of AS-IS Situation
Description of TO BE Situation
Processes to be covered
Data Model
Data Sources
Security Concept
Operational Concept
Backup approach
System Landscapes and Transports
Historical Data Migration Concept
Business Blueprint Content - AS-IS /
TO-BE processes
The current process and the future process need to be described from
A user point of view
Describe how user interact with the system (data input, execution of calculations, set
status, )
A System point of view
Maintenance of system (master data)
Data flows
Calculations
Benefit: the comparison of the AS-IS and TO BE processes from a user point of view can then be a
good starting point for Change Management activities

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

Business Blueprint Content - Data Model
and Data Sources
The Data Model should at least have the following information
List of all applications
List of dimensions per application (and dimension type)
High level content for each dimension
List of properties for each dimension
Description of internal data flows between applications
The Data Sources need to be specified for the following type of data:
Master Data
Transaction Data
For each type data, the source system should be identified and a data import concepts
need to be defined, this would include:
Central / De-central data load
Automatic / Manual trigger
Full vs. Incremental load
Technology used for data load (out-of-the box, development in ABAP, ...)
Business Blueprint Content - Operational Concept
(Application Management) and Backup (Archiving)
Approach
The operational concept should include
System Maintenance
Maintenance of master data (frequency, responsibility)
Initialization of system for a new period
Roll-out of application updates/fixes
User Maintenance
Responsibility for maintenance
Concept for service packs / updates
Testing
Roll-out of local client (if applicable)
The backup approach needs to be addressed from a global point of view, if BPC is not run on a
dedicated NW server. In that case, the backup strategy will have to be aligned to the strategy
of the NW environment.
If the NW instance is dedicated to BPC, then a strategy can be defined specifically for BPC and
it should include:
Frequency, Type of backup. Restore possibilities and time estimation

Business Blueprint - System Landscape
and Transports
This point should define the number of system that will be used
(usually Development, Quality and Production).
# Sandbox system is strongly recommended for Support Pack
regression tests, prototyping etc
It should be clearly specified where each type of object will be
maintained (for example reports) to specify what needs to be
transported.
For master data, the maintenance should also be detailed,
especially for those dimension where the maintenance will be
done manually.
It is also a good idea to come up with an emergency fix concept,
for urgent fixes that need to be applied to a production system
and that might not go through the full release process.
Business Blueprint - Historical Data
Migration
The migration of Historical Data should include at
least the following information:
Source system (or systems)
Number of periods required
Approach (for calculations, mapping of dimension members, )
# Migration efforts should not be underestimated and could have
an impact on the interfaces (might additional temporary
interfaces required)
Method-based Quality Assurance
Project
Preparation
Business
Blue Print
Realization
Final
Preparation
Go-Live &
Support
Method-based Quality Assurance
The preferred approach is to integrate the Quality Assurance activities in the project plan. These
activities should be carried out throughout the project lifecycle and cover all aspects of the project.
There will be 3 different types of reviews:
" Functional
" Technical
" Project Management
Each review should be carried out by experienced resources in the relevant topics, it is also key that
the resources engaged in the reviews are not part of the delivery team.
The Quality Assurance team will be responsible for delivering reports at the different phases of the
project
Implementation
Project
Preparation
Business
Blue Print
Realization
Final
Preparation
Go-Live &
Support

PM:
Project Plan review
Stage Gate 1 Stage Gate 2 Stage Gate 3
Milestone 1 Milestone n
Technical:
Review of the BPC
Transport
process, -Performance
Analysis
Milestone review
Technical *

Functional:
Milestone review
Application *
Stage Gate review
(Build review)
Technical:
QA of open technical
Issues, Performance
Test Design Review
Functional:
Stage Gate review
Technical:
Review the
maintenance hand
ongoing optimization
measures put in place
for the Go Live,
Review of the
operational processes
and technical handover
to operations
Technical:
Architecture and
Installation Sizing
Review
Functional:
Project Plan review
Stage Gate review
Design advisory
BPC Reviews
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1echnlcal CA ArchlLecLure, lnsLallauon, Slzlng 8evlew 88 3 days
luncuonal CA ueslgn advlsory 88 1 day/ week
M CA ro[ecL lan revlew 88 2 days
luncuonal CA ro[ecL lan revlew 88 2 days
luncuonal CA

SLage CaLe revlew 88 3 days
luncuonal CA MllesLone revlew Appllcauon * 8eallzauon 2-3 days / crlucal mllesLone
1echnlcal CA 8evlew of Lhe 8C 1ransporL process, -
erformance Analysls
8eallzauon ~ 10 days
1echnlcal CA

MllesLone revlew 1echnlcal *

8eallzauon 1-2 days (opuonal)
luncuonal CA SLage CaLe revlew (8ulld revlew) 8eallzauon 3 days
luncuonal CA

SLage CaLe revlew llnal reparauon (1esL
hase)

3-3 days
1echnlcal CA

CA of open Lechnlcal lssues, erformance
1esL ueslgn 8evlew
llnal reparauon (1esL
hase)

~ 3- 10 days
1echnlcal CA

8evlew of Lhe malnLenance and ongolng
opumlzauon measures puL ln place for Lhe
Co Llve, 8evlew of Lhe operauonal processes
and Lechnlcal handover Lo operauons
Co-Llve & SupporL

~ 3-10 days
QA Roles - Commitment
Step-by-Step

1) Agree on Quality Assurance scope
Project management, executive sponsor and client representative
2) Secure Quality Assurance team
Quality Assurance stream lead
3) Define Quality Assurance plan
Project management, Solution Architect and Quality Assurance stream lead
4) Provide budget
Project management
5) Present Quality Assurance team to client
Project management, Design Authority and Quality Assurance team
Review approach and examples
Reviews as part of the Quality Assurance stream are following the same approach.
1) Assessment of status quo and pain points with relevant client representative
and project team members (different views)
2) Execute review and document results
3) Present outcome to the client representative and project team member
4) Formalize report and present results to the stakeholders
The must-be reviews are on the following topics:
Business Blueprint review
Implementation review (Assessment of build quality - Functional review)
Performance review (reports / input schedules, calculations)
Blueprint and Implementation Reviews
Blueprint and Implementation Reviews are considered as usually a 5 day
initiative
To secure on the project stages Business Blueprints and Realization that
Implementation of business requirements are following best practices
as much as possible (like business rules instead of script logic, Process
Flows instead of one huge workbook) but also giving some advisory
regarding project approach
to proof the implemented solution if potential risks are considered
during the build (like maintenance efforts for the model, performance
etc.) Milestone-based
Mandatory outcome for any review:
# Provide an action plan (with type of resources and planned
activities)
Performance Reviews Methodology
Preparation:
Get an understanding about the implemented solution anticipate
potential performance impacts.
Get the most critical report (if reporting has performance issues) to
check VBA usage, usage of formatting, member selections, no. of
formulas (BPC 7.x/EPM 10), no. of sheets in a workbook.
Request system access for BPC client, BW backend server with the
authorization to UJSTAT

Execution:
Get in touch with client stakeholders / implementation team and make
short interviews to understand the individual experiences about the
performance
Check provided information regarding client settings, server settings,
BWA etc.
Performance Reviews Methodology
(contd)
Reporting runtime issues
If several sheets are used isolate them and run them one by one and the
workbook
Run stress tests and benchmark with iterative approach and document
result using Tcodes UJSTAT, MDXTEST etc.
Benchmark Networktime using Fiddler etc.
Activate / Deactivate VBA, formatting etc to identify the bottlenecks
Either eliminate bottlenecks directly or make a list of action items
Performance Reviews
Methodology (contd)
Write-back runtime issues
Check writeback time in UJSTAT
Analyze the default logic and, if used, the called BAdI
Test script logic using UJK_Script_LOGIC_TESTER
Improve script logic and/or ABAP or request a scripting
resource to do it
Analyze write-back calculations and evaluate potential
batch jobs (real-time vs near-time availability of
calculated no.)
Performance Reviews
Methodology (contd)
Logon issues
Check on different client desktops (document different client
settings)
Check on BPC clients installed on the .NET Server (usually different
client settings as no standard client images)
Check logon process (download dimension files etc)
Check SDN, Customer Message System to identify potential
bugs/side effects from SPs as usually client logon issues are reported
soon from clients
# Open customer message as soon it looks into a direction of SW
related issues
Performance Reviews Findings
Possible reasons for performance issues :
Lack of data in the development system (reports were build on
completely empty applications), so the performance of the reports
could not be assessed upfront (some dummy data should be
generated in the development system)
Lack of stress testing activities in project plan in system with large
number of concurrent users
Design errors. An application, calculation or report were designed
in a way that they could not be performant
Performance is a very important component in a project and it
should be addressed right from the beginning of the project.
Pushing the performance topic to the end of a project will most of
the time end up causing delays in the project.
Remember
Key success factors for BPC implementations:
$ Product Expertise
$ A structured Project Delivery using Best Practices
$ Method-based Scoping and Implementation efforts
$ Blueprinting
$ Project Quality Assurance
Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 131
A Sales Planning Case Study / Demo
Agenda
The Planning Process
Benefits of a Business Planning Solution
BPC, an Overview
The EPM Add-In
Understanding the BPC Architecture
Installing / Upgrading BPC
Leading a successful BPC Implementation
Demo A Sales Planning Solution
Wrap Up
10/21/13 TruQua. All Rights Reserved. CONFIDENTIAL Page 133
Q& A


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