a canvas for improved performance: developing … canvas for improved performance: developing the...
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A Canvas for Improved Performance: Developing the EPM Roadmap and Business Case for SAP Business Planning and Consolidation
Gary YoungVantagePoint
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In This Session
• Driving performance with BPC Scope of this session Define the value of Enterprice Performance Management Establishing the need for SAP BPC Key steps required to building the business case (an
introduction to the performance journey) Intention of this session Demonstrate an approach that achieves buy-in and adoption Create a framework that lays the foundation of the project
blueprint Provide a few tools that can lead your journey
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What We’ll Cover
• Defining the Broader Picture of Performance (EPM, BI, BPC)• Introduction to the Performance Journey • Developing the EPM Roadmap• Developing the Business Case• Putting It All Together — A Canvas for Performance• Wrap-up
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Defining the Value of EPM and BI
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Establishing the Need for BPC
• Process Efficiences Automation Reduced cycle time Decrease in data management and increase in analysis
• Business Effectiveness Improved business intelligence Extended knowledge of the business Better business decisions Increased confidence Reduced risk
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Defining the Functionanlity of BPC
Modeling Tool Financial and non-finacial
applications Central repository of data
Single version of the truth Drill down Full view of the business Predictive
Intelligence Tool
Process control Owned by Finance Foundational
Efficiency Tool
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Defining the Objective of BPC
Finance & IT
HR, Operations & Sales
Strategic Leadership
Financial Leadership
DATA
INSIGHTS
ACTIVITY
STRATEGY
DECISIONS
GROWTH
AligningDistilling Accelerating
Provide Insights for Growth
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What We’ll Cover
• Defining the Broader Picture of Performance (EPM, BI, BPC)• Introduction to the Performance Journey • Developing the EPM Roadmap• Developing the Business Case• Putting It All Together — A Canvas for Performance• Wrap-up
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Introduction
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Identifying Your Position in the Journey
• Requires that you ask the right questions Even when the company thinks it knows the answer
• Requires the right people be in the room Vision can’t be cast from the bottom-up
• Requires consensus on the answers Need to understand the cross functional impact
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What We’ll Cover
• Defining the Broader Picture of Performance (EPM, BI, BPC)• Introduction to the Performance Journey • Developing the EPM Roadmap• Developing the Business Case• Putting It All Together — A Canvas for Performance• Wrap-up
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Building the EPM Roadmap
Situational Analysis Visioning Gap
AnalysisTechnology
Solution
EPM Roadmap
Interactive discovery, prioritization, scenerio planning, and reccomendations for addressing business challenges and opportunities
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Building the EPM Roadmap (cont.)
A comprehensive look into the business to understand the pains, people, impact, and urgency
Situational Analysis
Situational Analysis
Baseline
Current Business State - Assessment
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Building the EPM Roadmap (cont.)
Typical well-rounded representation: Leadership, IT, Operations, HR, Sales
Show the value to the company and to them:
IT (alleviating work) Leadership (alignment and
accountability) Sales (forecasting tool, reporting) HR (security)
Situational Analysis
A comprehensive look into the business to understand the pains, people, impact, and urgency
It’s about Change Management
Cross-funtional buy-in
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Building the EPM Roadmap (cont.)
A collaborative look at what success looks like for Management, LOB Leaders, and IT
VisioningEstablish desired
end stateExpose all
options
Align options to vision
Adopt final direction
Scenario planning
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3
4
6
5
Determine viability3
Define the mission, vision,
and value proposition for all parties impacted
by the performance enhancement
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Building the EPM Roadmap (cont.)
Uncover and prioritze all process, resource, and technolgy gaps hindering the company from moving to the desired end state
Gap Analysis
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Building the EPM Roadmap (cont.)
Determination of viable options and credible constraints for the adoption of systems and supportTechnology
OptionsPlatform / Application / Version
Bus
ines
s C
halle
nge
Budget tied to Strategy
Confidence in #s
Timely close
Forecast accuracy
Data analysis
ERP
HA
NA
BW
/ B
I
Clo
ud
Stra
tegy
Mgt
.
• Platform constraints• Platform direction• Breadth of resolution• Compatability• Ownership• Adoptability• Functionality/
InterfaceAccess / Adoption
Process efficiencies
Dis
clos
ure
Mgt
.
BPC
Variables to address:
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What We’ll Cover
• Defining the Broader Picture of Performance (EPM, BI, BPC)• Introduction to the Performance Journey • Developing the EPM Roadmap• Developing the Business Case• Putting It All Together — A Canvas for Performance• Wrap-up
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Developing the Business Case
Creat a business justification that provides the details required for a credible and wise performance mangament decision
EPM Roadmap Resource Plan
Project Economics
Business Case
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Developing the Business Case (cont.)
Bring the work completed in developing the Roadmap, which includes the identification of need and the viable direction to address it
Technology Solution
Need & Direction
Take the initial research in the Technology Option work and engage IT to help validate the solution (including TCO analysis)
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Developing the Business Case (cont.)
Determine the resources required to see the roadmap executed and the needs addressed
Resource Plan
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Developing the Business Case (cont.)
• Put the right people on the team – knowledgeable, cooperative, and results-oriented
• Make process owners and subject matter experts available during the entire process
• To mitigate risk, spread the work rather then relying only on key people
• Make sure extended team members understand their roles
Engage the right resources Resource Plan
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Developing the Business Case (cont.)
Establish the right structure
Resource Plan
Application Consultant
Functional Lead
Application Architect
Project Manager
Client Partner
Project Manager
Business Lead
Technical Lead
Executive Sponsor
SME Team
IT Support
Executive Steering Committee
Operational Steering Committee
Ente
rpris
eC
onsu
ltant
Technical Application Consultant
Environmental Consultant
Key:Blue Letters = Full TimeOrange Letters = Part Time
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Developing the Business Case (cont.)
Define the cost for implementing the proposed solution and analyze it against the opportunity cost of not doing it
Project Economics
Project Costs
Software Hardware Internal labor cost External labor cost
Opportunity Cost Process inefficiencies Lost profitabilty
Misuse of resources Production issues due to
innacurate forecasting Disclosure risk
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What We’ll Cover
• Defining the Broader Picture of Performance (EPM, BI, BPC)• Introduction to the Performance Journey • Developing the EPM Roadmap• Developing the Business Case• Putting It All Together — A Canvas for Performance• Wrap-up
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Putting it all Together
• Requires the Right Plan
EPM Roadmap• Requires the Right Team
Champion/sponsor, cross-functional, implementation partner• Requires the Right Tool
Function Usage Tool UserEnterprise Reporting Highly formatted, widely delivered, non-interactive reports
Interactive reportsCrystal EnterpriseWeb Intelligence
ITAnalyst
Enterprise Dashboards DashboardHighly functional dashboard
Dashboards*Design Studio
Power UserIT
Self Service Simple dashboards/InfoGraphics/Storyboard
Excel-based analysis and reporting
Lumira Analyst
EPM Add-in for OfficeAnalysis for Office
Analyst
* interim solution
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The Results – A Canvas for Performance
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Second Part of the Journey — Implementation
Definition RealizationDeployment
Deliverables Efficiency results Better
intelligence/improved decision making
Risk mitigation Change
management/culture shift
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What We’ll Cover
• Defining the Broader Picture of Performance (EPM, BI, BPC)• Introduction to the Performance Journey • Developing the EPM Roadmap• Developing the Business Case• Putting It All Together — A Canvas for Performance• Wrap-up
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Getting Started
• Performance Journey Sessions 2 hour direction setting
or 2 day deep dive
• Health Check Environmental process
review System review Version control Model design (dimensions,
calculations, reports)
Enterprise Performance Management
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Where to Find More Information
• EPM Roadmap and strategy https://service.sap.com/sap/support/pam Requires login credentials to the SAP Service Marketplace
• Harvard Business Review, Harvard Business Review on Collaborating Effectively, Harvard Business Review Press; 1 edition (May 31, 2011).
• Energy Giant case study http://www.vantagepoint-solutions.com/ETPcasestudy
• White paper, “Achieving success in large, complex software projects”McKinsey & Company (May 2014) http://www.mckinsey.com/search.aspx?q=achieving+success+in+larg
e%2C+complex+software• John P. Kotter, Leading Change,” Harvard Business Review Press; 1
edition (November 6, 2012).
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7 Key Points to Take Home
• Think strategically on the front end• Develop an EPM Roadmap that guides your path• Determine the platform required to achieve results• Quantify the business value • Get the business buy-in • Address the critical change management elements• Realize it’s a repeatable process (think big)
It’s a Journey – stay committed
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Your Turn!
How to contact me:Gary Young
[email protected]+1 770.778.5847
Please remember to complete your session evaluation
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Disclaimer
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