BPC Upgrade to v10. Technical upgrade service from BPS or BPC to BPC v10. Method360 EPM Practice 2012

Transcription

1 BPC Upgrade to v10 Technical upgrade service from BPS or BPC to BPC v10 Method360 EPM Practice 2012

2 Method360 technical BPC upgrade service Content 1. Method360 BPC technical upgrade service: 2. Upgrade scenario overview a) BPC Conversion b) BPC Upgrade 3. BPC 10 Features & Functions 4. Appendix

3 BPC 10 upgrade Scenarios Covered 1. BPS Conversion SAP doesn t currently offer an upgrade from BPS to BPC. For this reason, upgrading from BPS to BPC is more involved SAP environments will need a fresh install of BPC either stand alone, or as a BW 7.3 add on. Project teams will also need to rebuild BPC according to business finance requirements 2. BPC Upgrade Upgrading to BPC 10 from a prior version is simpler than upgrading from BPS, but it still requires careful planning BPC stack will lose the.net layer of the hardware, and there is a new client install (single client vs. one admin and one user client) There is an upgrade path available from SAP, but thorough testing to ensure everything is brought over to the new version is vital to the success of the project

4 BPS Conversion Project Phases BPS vx Discovery Upgrade Deliver Blueprint Test 5 PHASES FOR BPS CONVERSION: 1. BPS vx Discovery: Understand productive BPS functionality. 2. Blueprint Map existing functions into BPC 10 application 3. Upgrade Upgrade environment and redevelop BPS functions using BPC v10 4. Test Promote to QA and regression test 5. Deliver Promote BPC installation to production, train users and go-live.

5 BPS Conversion Deliverables Deliverables M360 Template Client owned Notes Project plan Our in-house project plan for BPC upgrades is consistently being revised and re-published with findings from ongoing projects. The baseline plan will be modified to suit. Documented project requirements Method360 EPM Blueprint template is used for BPC upgrade activity. Upgraded Dev, QA and Production instances Experienced Method360 BASIS resources will deploy on the ground to ensure the upgrade runs as smoothly as possible. Testing Strategy & Execution The testing strategy document will ensure the testing performed is comprehensive. Training plan & Execution The training strategy document will drive alignment between the business and the delivery capabilities of the project team Training cheat sheets One page cheat sheets with login and navigation reminders, including screenshots Cutover plan & Execution The team will leverage the standard Method360 BPC Upgrade Cutover Plan, and modify to suit. The team will then conduct cutover. In the event the outage window is too short, or nonexistent, a suitable time will be negotiated. Support Method360 will remain onsite for a period of 2 weeks post go-live to ensure the majority of any issues that may occur are attended to, and knowledge is properly transferred to in-house client representatives..

6 BPS Conversion Roles The client roles listed below can be supplied by Method360, in the event in-house resources are not available. Roles Method360 Roles Project Manager / Team Lead Sr. BPC Functional Sr. BPC Technical SAP BASIS Client Roles Change Leadership Business Functional IT Technical Descriptions Responsible for timeliness and quality of delivery Responsible for Input Schedule and Reporting functionality, along with testing and training documentation Responsible for BADI/BAPI development and BW environment, and any programming or technical documentation required Responsible for running upgrade sequences and managing BASIS issues as well as applying notes Responsible for testing and training strategy, documents and delivery Responsible to sign off on all functional documentation and make business decisions as they relate to project activity Responsible to sign off on all technical documentation and make systems decisions as they relate to project activity

7 BPS Conversion Schedule The table below represents an average upgrade of BPS planning and forecasting functionality for P&L and Balance Sheet accounting.. BPC 10 Upgrade from BPS Phases BPS vx Discovery Blueprint Upgrade Test Deliver Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month For a custom built cost and timeline estimate based on your requirements, please contact Method360

8 BPC upgrade to v10 Project Phases Prepare Test Upgrade Deliver 4 PHASES FOR BPC UPGRADE: 1. Prepare: Hardware sizing and instance development 2. Upgrade Upgrade BPC vx to BPC v10 in preproduction system 3. Test Perform full regression test of existing functionality in quality system 4. Deliver Promote BPC upgrade through production path, train users and go-live.

9 BPC upgrade to v10 Deliverables Deliverables M360 Template Client owned Notes Project plan Our in-house project plan for BPC upgrades is consistently being revised and re-published with findings from ongoing projects. The baseline plan will be modified to suit. Documented project requirements Method360 EPM Blueprint template is used for BPC upgrade activity. Upgraded Dev, QA and Production instances Experienced Method360 BASIS resources will deploy on the ground to ensure the upgrade runs as smoothly as possible. Testing Strategy & Execution The testing strategy document will ensure the testing performed is comprehensive. Training plan & Execution The training strategy document will drive alignment between the business and the delivery capabilities of the project team Training cheat sheets One page cheat sheets with login and navigation reminders, including screenshots Cutover plan & Execution The team will leverage the standard Method360 BPC Upgrade Cutover Plan, and modify to suit. The team will then conduct cutover. In the event the outage window is too short, or nonexistent, a suitable time will be negotiated. Support Method360 will remain onsite for a period of 2 weeks post go-live to ensure the majority of any issues that may occur are attended to, and knowledge is properly transferred to inhouse client representatives..

10 BPC upgrade to v10 Roles The client roles listed below can be supplied by Method360, in the event in-house resources are not available. Roles Method360 Roles Project Manager/Team Lead Sr. BPC Functional Sr. BPC Technical NW BASIS Client Roles Change Leadership Business Functional IT Technical Descriptions Responsible for timeliness and quality of delivery Responsible for Input Schedule and Reporting functionality, along with testing and training documentation Responsible for BADI/BAPI development and BW environment, and any programming or technical documentation required Responsible for running upgrade sequences and managing BASIS issues as well as applying notes Responsible for testing and training strategy, documents and delivery Responsible to sign off on all functional documentation and make business decisions as they relate to project activity Responsible to sign off on all technical documentation and make systems decisions as they relate to project activity

11 BPC upgrade to v10 Schedule The table below represents an average upgrade of BPC planning and forecasting functionality for P&L and Balance Sheet accounting.. BPC 10 Upgrade from BPC Phases Prepare Upgrade Test Deliver Month 1 Month 2 Month 3 Month 4 Month For a custom built cost and timeline estimate based on your requirements, please contact Method360

12 BPC 10 Features and Functions Method360 EPM Practice 2012

13 BPC Features and Functions Excel, PowerPoint, Mobile, Word and Web interfaces HANA certified Direct link to SAP NetWeaver Data or build on SQL servers Built, maintained and controlled by business finance Drag and drop input schedule and report builder Bottom up, top down and assessment capability Drill down, through and across functions Custom calculations over forecast data such as: Seasonality Sell days +/- $/% adjustments single or range Trends

14 BPC Features and Functions Con t Driver based planning Rolling forecast SAP tool integration (i.e. BOBJ, Business Analytics, Dashboards, etc.) Retraction back to ECC, if required NW based authorizations (NW version, only) Business Process Flow / tracking capability

15 Top 10 reasons to upgrade EPM is SAP s suite of financial applications that includes BPC. Here are the top 10 reasons to use it: 1. Excel and EPM Integration 2. Manage on the Move 3. Ease of Use 4. Quick cycle to publish results 5. Enhanced comment functionality 6. Advanced consolidation features 7. BOM Drill Downs 8. Automated Variance Indicators 9. Drill Down to ECC GL 10. Improved TCO

16 Appendix Method360 EPM Practice 2012

17 Appendix Upgrade Considerations The simpler your installation the easier it will be to upgrade. You may want to take this opportunity to simplify your application for ease of use, maintenance and future upgrades. Work with your business stakeholders to drive early and often alignment on key upgrade activities. Work with internal IT teams such as Quality Assurance and Change Leadership to ensure calendars align. Any hardware required by sizing results should be installed and procured quickly in an effort to avoid delaying agreed upon project milestone dates Change leadership, if required, will be provided by client Establish an agreeable turn around time for decisions required for project activity. Agreement upon scope of functionality contained within the instance to be upgraded should be in advance of project start and between all application stakeholders With sound BW data, that performs to meet the expectations of the user community, BPC upgrade project activity will be made simpler. If not, you may want to consider a ground up data analysis and re-architecture project to avoid putting good solutions over bad data.

18 Appendix Method360 Overview Leading Consulting Services company Headquarters in San Francisco, CA Local offices in San Diego, Pittsburg, and Calgary Celebrating our 11 th year of operations Initial focus on SAP and EDW consulting Strong focus on consultant quality and client relationship Delivering SAP Financial Apps for over a decade Solutions focus with dedicated practice areas Business Analytics ->EPM ->BPC SAP Consulting Application Infrastructure Quality Assurance Custom Development

19 Contact Us: Vice President, EPM Solutions Greg Stimpson