A BETTER WAY TO BUDGET WITH SAP

Presenters: Graham Finney, VP ServicesPeter Digby, PresidentPeter Digby, PresidentJustin McNeely, Account Executive

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� Canadian consulting firm focused exclusively on SAP Enterprise Performance

Management solutions

� Implementing SAP BusinessObjects Planning and Consolidation (BPC) since

2003

� Currently support the majority of Canadian customers using BPC� Currently support the majority of Canadian customers using BPC

� Consultants located across Canada

� Consultants have Finance background, CA, CGA, CMA, CPA

� Services include: Evaluation, Design, Implementation, Project Management,

Training, and Support

Sample of Canadian SAP BPC

Customers

Common Issues with Budgeting and

Planning

■ Excel Hell

■ Silos of information

■ Broken Links

■ Manual Security

■ Data integrity issues

■ Multiple Currencies ■ Multiple Currencies

■ Structural changes (account, org) are painful

■ Lack of controls, approvals

■ What if analysis difficult

■ Version comparison, variance analysis difficult to do

■ Not able to do Allocations

■ Inconsistent business rules

■ Manual process – time consuming – 80/20

SAP BusinessObjects Portfolio

Enterprise Performance Management

Strategy Management

Planning, Budgeting and Forecasting

Profitability andCost Management

Consolidation

Spend and Supply Chain

Governance Riskand Compliance

RiskManagement

Access Control

Process Control

Global Trade Services

Environment, Health and Safety

BusinessIntelligence

ReportingQuery, Reporting,

and Analysis

Dashboards and Visualization

Search and Navigation

Advanced Analytics

Data Integration

Data Quality Management

Master Data Management

Metadata Management

Information Management

Introducing SAP BusinessObjects

Planning & Consolidation (BPC)

MS SQL Server

SAPNetWeaver

SAP BusinessObjects Planning and Consolidation

PAC Can Help You Gain Efficiency

and Transparency Now

Forecasting and modeling

� Demand forecasts

� Capacity/constraint models

� Cash flow models

� Rolling forecasts

� Profitability models

Business planning

� Budgeting

� Sales/revenue planning

� Capital expenditure planning

� Headcount/staffing

� Expense planning

Financial reporting and analysis

� Ad hoc query and reporting

� Automated variance analysis

� Driver analysis (industry, growth, capacity, etc.)

� Operations Analysis

� Profitability models� Expense planning

Consolidation

� Inter-company matching/reconciliation

� Inter-company eliminations

� Currency conversion

� Management roll-ups

� Legal consolidation

What the Industry Analysts are

saying…

� Gartner SAP is a Market Leader and has the strongest vision

� IDC SAP #1 in Performance Management Tools

� Forrester SAP has the strongest offering in the Business

Performance Solutions marketPerformance Solutions market

� Microsoft – SAP press release November 2009

Microsoft Corporation supports the SAP® BusinessObjects™ Planning and

Consolidation application, version for the Microsoft platform, as a preferred

solution for customers running their business applications on the Microsoft

platform.

A Better way to Budget with SAP

DemonstrationDemonstration

Demonstration Agenda

100% Excel

Analytical abilities with

dimensionality

Drill down and through functionality

Establish Drivers and targets

Entered in updates for Revenue,

Human Capital, Operation

Product Overview

Budget Process

Budget Review

Cost Allocation

Publish Results via Web

Human Capital, Operation

Expenses, CAPEX, and the

Balance Sheet

Flexibility of entering data

Real time calculations and

results

Budget Review & Approval

BPC – In a Nutshell

• Created and maintained primarily

by finance users

• Unified:

•Interface

•Business Rules

•Processes

•Administration

•Security•Security

•Data (Actual, Budget, Forecasts)

• Accelerated learning curve

• Financial Intelligence

• Reporting and Analytics

Stage 1Vision, benchmark,

and review

Stage 2Implement quick wins

Your budgeting action plan

Prepare a detailed

design

Establish timelines

and milestone

Perform an “as is”

review

Stage 3Post implementation

review

Establish

framework for

continuous

improvements

Outcome

• Process Improvement

• Efficientand milestone

Develop and Test

solution

Train staff and

deploy solution

Define vision and

benefits

Obtain executive

sponsorship

Extend budgeting Extend budgeting

and planning

excellence to

consolidations,

sales, operations,

etc.

• Efficient

• Data Integrity

• Better Decisions

PAC can help with your budgeting

action plan

Perform an “as is”

review

Questionnaire

� Respond with high level information regarding your

budgeting process/systems

Situational Review

� 1 hour call to investigate of the end-to-end process

� Perform diagnostic that clarifies areas of strength

and weaknessreviewPerform diagnostic that clarifies areas of strength

and weakness

Key Deliverables

� Benefits Report highlighting key areas for process

improvement

� Recognizable goals and benefits from process/solution

enhancements

� Foundation for a Business Case

Thank you!

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© SAP 2009 / Page 15

Justin McNeelyAccount Executive

Performance Analytics Corporation

T (905) 599-7001

E justin.mcneely@performanceanalytics.ca

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