2009-mobile solutions for finance

7/30/2019 2009-Mobile Solutions for Finance

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Mobile Solutions for Finance

Pete GrahamCarsten Hilker



© 2013 SAP AG. All rights reserved. 2

Agenda

Trends and Scenarios for Mobi le Finance

Mobile Apps for Finance

Wrap-Up




Enable real-time engagementMobile is here: Trends we must embrace

Decision

Points

Extend

BYOD

Clear and

Compelling2011 2012 2013 2014 2015 2016

2B

enterprisessupport

personaldevices

growth incollaboration

mobileworkers

spendingincrease onmobile projects

employees withsmartphones

downloadsAppleApp Store

46%60%

1.2B 100%

350M




Adoption of mobile in business

Users adopt mobile

solutions

5 billion mobile devicescurrently in use

90 million tablet usersexpected in US by 2014

Mobile in business

1.2 billion mobile

workers by 2013 46% of enterprises

support personal devices

Bottom line impact

33% of BI functionality will

be consumed via mobile 60% growth in

collaboration by 2013




The decision making revolution is now The opportunity with mobile finance

Enable real-time

decisions

Mobilize enterprise

information

Increase enterprise

productivity

Strategic | Operational | Collaborative




A day in the life of a finance executive

10:00 a.m.Discover

most criticalperformance

risks/opportunities

1:00 p.m.

Review largest opportunitiesfor closing in the currentquarter

4:00 p.m.

Collaborate toanalyze risk relatedto access policies

2:00 p.m.Analyze theprofitability of currentopportunities

7:00 a.m.

Review companynews and

announcements

11:00 a.m.

Analyze budgetand spend




A day in the life of a department manager

9:00 a.m.

Reviewdepartmental

budget andexceptions

11:00 a.m.

Approve payment tostrategic vendor

5:00 p.m.

Approve team members’expense reports

3:00 p.m.

Review teamperformance

8:00 a.m.

Receive key alertsfrom team members

1:00 p.m.

Review product linemargins




A day in the life of an employee

10:00 a.m.

Verify credit and

payment historyof customers

7:00 a.m.

Review newsabout customers

prior to dailymeetings

12:00 p.m.

Capture receipts relatedto customer visit

4:00 p.m.

Collaborate withcolleagues on workstreams for follow-updemos

2:00 p.m.

Submit travel expensereport for customer visits




Technology will further revolut ionize the world of f inance

1972

Finance

40 Years of

2012




How can mobile transform finance?

Get valuable financial insightsanytime, anywhere

Accelerate key process cycle timesand eliminate approval bottlenecks

Reduce financial risk byresponding in real time

Increase operational efficiencyand finance productivity

Maintain better control of keyperformance indicators, includingrevenue and margins




Secure Seamless Personalized

Real-Time Collaborative

Key requirements to mobilize finance




Agenda

Trends and Scenarios for Mobile Finance


Wrap-Up




CFO

Best Run mobile CFO vision

KPI Initiatives,Benchmark

Comparisons

TravelExpenses

Compliance andPolicy Tracking

Real-timeExpenseInsights

UnderstandCustomer Creditand PaymentHistory

VendorPayments

Planning,Profitability

Deliver Superior

Service at

Reduced Cost

Ensure Regulatory

Compliance and

Effective Risk

Management

Outperform Financial

Objectives and Create

Sustainable Value

GRC

ManageSpendFinancial

Performance

CorporateStrategy

EnableSales

Analysis




GRC

ManageSpendFinancial

Performance

Best Run mobile apps to support the CFO vision

SAP Travel ReceiptCapture

SAP Travel ExpenseApproval

SAP Travel ExpenseReport

SAP GRC AccessApprover

SAP GRCPolicy Survey

SAP Net MarginAnalysis

SAP CO-PAAccelerator

SAP Sanctioned-Party List

SAP ReceivablesManager

SAP Working CapitalManagement

SAP WorkDeck

CorporateStrategy

EnableSales

Analysis

CFO

Deliver Superior

Service at

Reduced Cost

Ensure Regulatory

Compliance and

Effective Risk

Management

Outperform Financial

Objectives and Create

Sustainable Value

SAP StrategyManagement

SAP CustomerFinancial Fact Sheet

SAP FinancialsOnDemand

SAP RealSpend

SAP PaymentApproval

SAP TravelOnDemand




Basic Alerts Pre-built AppsMobilize

Existing Content

Next Generation

Mobile Analytics

The broad range of empowerment with mobile

Compliance risks

Performancethresholds

Approvals

Operational alerts

Travel updates

Deliveredout-of-the-box

Available fordownload on appstores

Extend enterprisedata

Leverage user roles

Reports

Explorer data sets

Operational data

Dashboards

Why?

What if?

When?

Take immediate action

Mobilizing “big data”

Flexible, ad-hocanalysis




The broad range of empowerment with mobile

SAP PaymentsApprovals

SAP Travel ExpenseApproval

SAP GRC AccessApprover

SAP StrategyManagement

SAP RealSpend

SAP CustomerFinancial Fact Sheet

SAP WorkDeck

SAP Travel Receipt

Capture SAP Travel Expense

Report

SAP GRC PolicySurvey

SAP Sanctioned-PartyList

SAP ReceivablesManager

SAP CO-PA Accelerator

SAP Travel OnDemand

SAP FinancialsOnDemand

SAP Working CapitalManagement

SAP Net Margin Analysis

* Planned

Basic Alerts Pre-built AppsMobilize

Existing Content

Next Generation

Mobile Analytics




Value Added for Customer

Enable executive staff to sign off high-value paymentsanywhere

Enforce strict control of financial activities andprocesses

Push urgent tasks to the Treasurer, protecting againstfinancial loss and process inefficiencies

V A L U E

D E S C R

I P T I O NContext/Use Case

Approval/rejection workflow for payments

Allow mobile user to confirm/reject outgoing payment,based on basic information about the payment

SAP Payment Approvals





Enable timely processing of travel expense workflows

Increase accuracy of billing and reimbursement of expenses

V A L U E

D E S C R

I P T I O NContext/Use Case

Notification for travel expense approval work items

Manager view list of all travel expense workflowapprovals

Review expense report details/adherence to companypolicy

Enter comments and approve or reject workflow

SAP Travel Expense Approval




SAP GRC Access Approver


Accelerate time-sensitive and operations-criticalaccess requests

Analyze risks to ensure the integrity of corporatesystems and information

Context/Use Case

Display lists of users and access requests

Review risks associated with individual requests

Request additional information related to requests

Approval/rejection/forwarding of access requests

V A L U E

D E S C R

I P T I O N




SAP Strategy Management


Implement a strategy across the organization that isaligned and cascaded to all levels

Manage goals, initiatives and metrics to driveorganizational performance

Context/Use Case

Review organizational performance

Initiate corrective action

Respond to alert and status updates

Participate in threaded discussions related toorganizational performance

V A L U E

D E S C R

I P T I O N




SAP RealSpend


Manage budgets effectively

Spend strategically by analyzing and benchmarkingspending data

Identify expense issues immediately

Context/Use Case

Get an overview of expenses across multipledepartments, expense types and internal orders

Communicate spend decisions

Collaborate on potential spend issues

View contextual alerts and explanations

Drill down to line items

V A L U E

D E S C R

I P T I O N




SAP Customer Financial Fact Sheet


Increase sales insight

Improve order processing times

Accelerate invoice dispute resolution

Decrease call volume for accounting back office

Context/Use Case

Receivables outstanding & overdue

Dunning information / customer payment behavior

Customer credit information

Resend invoices

Record promises-to-pay and invoice disputes

V A L U E

D E S C R I P T I O N




SAP WorkDeck


Organize, prioritize and use contextual information toenable efficiency and productivity

Process acceleration, automation and processtransformation

Increased usability for end users

Context/Use Case

Calendar integration for contextual views

Event-related functionality

Fewer navigational clicks than in individual apps

Pre-delivered content and process screens for instantvalue

V A L U E






Increase employee productivity by reducingadministrative tasks

Eliminate the need to manually sort through receiptsand scan them into the system after the completion of a trip

V A L U E

D E S C R I P T I O NContext/Use Case

Create travel expense entry

Capture receipt photo for an expense

Record voice note of an expense

Send expense entry and attachment(s) to server

SAP Travel Receipt Capture





Submit timely and accurate expense reports throughfaster travel expense report submissions

Monitor expenses in real time for better cashmanagement

V A L U E

D E S C R I P T I O NContext/Use Case

View credit card charges

Add credit card charges to expense reports

Create new travel expense reports based on creditcard charges

SAP Travel Expense Report




SAP GRC Policy Survey


Provide policy details across the organization

Accelerate the communication of policy updates tomaintain corporate integrity

Increase responsiveness and feedback though surveys

Context/Use Case

Display relevant policies and their details

Flag updated policies and acknowledge the receipt of policy changes

Complete surveys and respond to questions

V A L U E





SAP Sanctioned-Party List


Provide access to details of high priority exceptions toaccelerate remediation of issues and prevent businessimpact

Extend GTS compliance screening to high-riskcompliance areas to personnel without desktop accessto information

Context/Use Case

Review and resolution of blocked business partners

Review and resolution of blocked documents

Ad-hoc SPL screening for receptionists, securityguards and remote account executives

Mobile optimized SPL Master Fact Sheet

V A L U E





SAP Receivables Manager


Permanently monitor their customers’ paymentbehavior in real-time to manage their receivables riskand to guarantee efficient cash collection

Configurable alerting and a heat map allows the

manager to visualize the status of his entire customerbase in 30 seconds

Context/Use Case

Analytics provide improved insight into customerpayment behavior

Personalized alerts, heat map and notification forexceptions

Collaboration tools helps accounting team worktogether to prevent late payments

V A L U E





SAP CO-PA Accelerator


Speed up financial closing and improve report qualityand depth

Empower business users with easy self-service accessto profitability information

Enable real-time decision-making through instant, on-the-fly analysis of profitability data at any level of granularity, aggregation, and dimension

Context/Use Case

Perform real-time profitability reporting on largedata volumes

Run cost allocations at significantly fasterprocessing times

Accelerated process execution and period-endreporting

V A L U E





SAP Travel OnDemand


Control travel costs

Facilitate corporate and legal compliance

Increase process efficiency

Intuitive user experience and mobility

Context/Use Case

Manage the entire trip life cycle

Compliance to control travel costs

Integration for faster reimbursements

Analytics for improved insight

V A L U E





SAP Business in focus mobile app

for the SAP Financials OnDemand solution


Effect of a financial transaction on the business isimmediately communicated with decision makers

Mobile financial analytics enabling all managers to takeaction faster

Enhance financial performance and shareholder value

Context/Use Case

Easy to consume financial information for all lines of business

KP I gallery for personalized insight

Personalized analytics by role

Collaboration in context and insights

Personalized news and information feeds

V A L U E





SAP Working Capital Analytics, DSO Scope


Explore root causes of working capital changes andoptimize strategies to improve the company’s liquidity,efficiency and overall financial health

Identify exceptions quickly across thousands of pagesof reports intuitively, interactively and in real time, whilemaximizing your process accuracy

Context/Use Case

Flexible analysis paths for receivables by multipledimensions

Quickly spot outliers among your customers and drill-down to business transaction level to fine tune tacticsregarding receivables

Root cause analysis paths can be saved and re-used

V A L U E





SAP Net Margin Analysis


Reduce costs by controlling indirect costs in allcustomer, product and channel mixes

Boost profits by transforming loss-maker business andleveraging profit-maker success

Help stakeholders discover and resolve cost-to-serveissues

Context/Use Case

Identify more strategic and tactical initiatives

Identify the most profitable customer segments /customers

Adjust previously hidden cost anomalies

Uncover net margin improvement and cost reductionopportunities

V A L U E





Agenda

Trends and Scenarios for Mobile Finance


Wrap-Up




Mobile finance is already a reality today

Payment

approvals

Manage departmental spend

Customer credit and

payment information

Dashboard analysis

including net margin

Travel expenses

Approve system access

Manage KPIs and

strategic initiatives




How can mobile transform finance?

Enable the business to makebetter decisions in real time,anytime, anywhere

Enable finance executives to

manage their operations moreeffectively

Accelerate key process cycletimes and eliminate approvalbottlenecks

Increased

Productivity




How can SAP work with you?

Like to learn more about a specific solu tion?

. . . we can schedule a focused deep dive

Have an idea for a potential mobilit y solution?

. . . we can help refine the use cases and potentiallyexplore creation of a prototype

Need a robust bus iness impact analysis for your

mobility investments?

. . . we can work with you to leverage our benchmarkingand value engineering capabilities

In the process of formulating your mobile strategy?

. . . we can assist you in the creation of a prioritizedmobile roadmap and strategy



Experience…it yourself at our new CFO and Finance LeadershipCenter by visiting www.sapcfo.com

and subscribe to our monthly newsletter

www.sap.com/finance-newsletter



Thank You!



Appendix




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