Gary Young VantagePoint

1. A Canvas for Improved Performance: Developing the EPM Roadmap and Business Case for SAP Business Planning and Consolidation Gary Young VantagePoint

2. 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

3. 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

4. Defining the Value of EPM and BI

5. 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

6. Defining the Functionanlity of BPC Efficiency Tool • Process control • Owned by Finance • Foundational Intelligence Tool • Single version of the truth • Drill down • Full view of the business • Predictive 4 4 4 3 3 3 5 5 5 2 2 2 6 6 6 1 1 1 7 7 7 0 0 0 8 8 8 Modeling Tool • Financial and non-finacial applications • Central repository of data

7. Defining the Objective of BPC INSIGHTS STRATEGY GROWTH Strategic Leadership BI Analytics Financial Leadership Distilling Aligning Accelerating Process & Reporting EPM Finance & IT Data Collection & Validation ERP HR, Operations & Sales Data Creation MI / MES / CRM / HCM ACTIVITY DECISIONS DATA Provide Insights for Growth

8. 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

9. Introduction

10. 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

11. 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

12. Building the EPM Roadmap Interactive discovery, prioritization, scenerio planning, and reccomendations for addressing business challenges and opportunities Situational Analysis Gap Analysis Technology Solution Visioning EPM Roadmap

13. Building the EPM Roadmap (cont.) Current Business State - Assessment A comprehensive look into the business to understand the pains, people, impact, and urgency Situational Analysis Situational Analysis Baseline

14. 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) Cross-funtional buy-in Situational Analysis • A comprehensive look into the business to understand the pains, people, impact, and urgency • It’s about Change Management

15. Building the EPM Roadmap (cont.) A collaborative look at what success looks like for Management, LOB Leaders, and IT Establish desired end state Expose all options 1 2 Visioning Define the mission, vision, and value proposition for all parties impacted by the performance enhancement Determine viability Adopt final direction 3 6 3 Align options to vision Scenario planning 4 5

16. 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

17. Building the EPM Roadmap (cont.) Determination of viable options and credible constraints for the adoption of systems and support Technology Options Platform / Application / Version Variables to address: • Platform constraints • Platform direction • Breadth of resolution • Compatability • Ownership • Adoptability • Functionality/ Interface Disclosure Mgt. Strategy Mgt. BW / BI HANA Cloud BPC ERP Budget tied to Strategy Confidence in #s Timely close Business Challenge Forecast accuracy Data analysis Access / Adoption Process efficiencies

18. 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

19. Developing the Business Case Creat a business justification that provides the details required for a credible and wise performance mangament decision Project Economics Resource Plan EPM Roadmap Business Case

20. 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 Need & Direction Technology Solution Take the initial research in the Technology Option work and engage IT to help validate the solution (including TCO analysis)

21. Developing the Business Case (cont.) Determine the resources required to see the roadmap executed and the needs addressed Resource Plan

22. 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

23. Developing the Business Case (cont.) Executive Sponsor Executive Steering Committee Establish the right structure SME Team Project Manager Business Lead Technical Lead Enterprise IT Support Operational Steering Committee Resource Plan Project Manager Environmental Consultant Functional Lead Application Architect Client Partner Consultant Technical Application Consultant Key: Blue Letters = Full Time Orange Letters = Part Time Application Consultant

24. Project Costs Opportunity Cost • Software • Hardware • Internal labor cost • External labor cost • Process inefficiencies • Lost profitabilty • Misuse of resources • Production issues due to innacurate forecasting • Disclosure risk 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

25. 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

26. Putting it all Together • Requires the Right Plan • EPM Roadmap • Requires the Right Team • Champion/sponsor, cross-functional, implementation partner • Requires the Right Tool * interim solution

27. The Results – A Canvas for Performance

28. Second Part of the Journey — Implementation Definition Realization Deployment Deliverables • Efficiency results • Better intelligence/improved decision making • Risk mitigation • Change management/culture shift

29. 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

30. 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) ARCHITECT Disclose Strategize Know Your Business Create Confidence Close Plan EMPOWER Enterprise Performance Management Accelerate Decisions Optimize Analyze IMPLEMENT

31. 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+large%2C+complex+software • John P. Kotter, Leading Change,” Harvard Business Review Press; 1 edition (November 6, 2012).

32. 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

33. Your Turn! How to contact me: Gary Young gyoung@vantagepoint-solutions.com +1 770.778.5847 Please remember to complete your session evaluation

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