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BPC UPGRADE GUIDE version 7.x to version 10.x PRESENTED BY

BPC

UPGRADE GUIDE

version 7.x to version 10.x

PRESENTED BY

BPC UPGRADE GUIDE version 7.x to version 10.x PRESENTED BY
BPC UPGRADE GUIDE CONTENTS Executive Overview 4 Thoughts on Preparing for the Upgrade 6 Process

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE CONTENTS Executive Overview 4 Thoughts on Preparing for the Upgrade 6 Process Guides

CONTENTS

Executive

Overview 4

Thoughts on Preparing for the

Upgrade

6

Process

Guides

12

Detailed

Insights

14

EPM

Roadmap

 

14

Technical Considerations When Upgrading

NW Technical

Microsoft

New

Web Interface

BPC 15

Comments 15

Comments 17

Features 19

19

Excel) 19

Formulas 19

Process 20

EPM Add-In (Word, PowerPoint and

Move Away from EV

Technical Upgrade

Proper Care and Usage Regimen for

BPC

28

Building a Competent

Team

28

Attend Events

29

Use Tools for Support and

Validation

29

Extended

Support 30

Managed

Service 30

Hosting

31

Conclusion 33

Contact

Us 34

Service 30 Hosting 31 Conclusion 33 Contact Us 34 Confidential. Do not distribute, copy, or reproduce

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2

EXECUTIVE

OVERVIEW

BPC UPGRADE GUIDE EXECUTIVE OVERVIEW SAP Business Planning & Consolidation (“BPC”) is a powerful solution

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE EXECUTIVE OVERVIEW SAP Business Planning & Consolidation (“BPC”) is a powerful solution that

EXECUTIVE OVERVIEW

SAP Business Planning & Consolidation (“BPC”) is a powerful solution that is used by thousands of significant organizations around the world to perform functions associated with Enterprise Performance Management (“EPM”). While the solution is ranked at the top of the market by Gartner, and many customers are successful with the product, for many others their BPC experience could be greatly improved.

A challenge with EPM solutions is that they can be implemented with a very wide degree of flexibility, and the access to data that clearly spells out preferred approaches is very limited. The purpose of this document is to help BPC owners of versions 7.x and earlier make the most of their upgrade to version 10.x. The powerful features of v10.x contain great potential to improve the user experience delivered by earlier versions, while the upgrade process provides an opportunity to significantly expand the value BPC returns to the business as an EPM solution.

Column5 is a market leader among all types of firms that offer SAP EPM professional services. The comprehensive capabilities offered by our team are unique in the marketplace, as is the value partnering with our organization can deliver for any size/ complexity organization. For more information about Column5, our services, and how they can assist you in your EPM journey, please see www.column5.com.

I invite you to use this document as a guide to help your organization advance your EPM capabilities, improve your user experience, and increase your success with BPC. Should you have any questions, please do not hesitate to contact our organization or me personally.

Best of luck with your upgrade,

or me personally. Best of luck with your upgrade, David Den Boer CEO Column5 Consulting ddenboer@column5.com

David Den Boer CEO Column5 Consulting

ddenboer@column5.com

+1.480.779.6906

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4

BPC UPGRADE GUIDE DISCLAIMER All recommendations made throughout this document are based on the best

BPC

UPGRADE GUIDE

DISCLAIMER

BPC UPGRADE GUIDE DISCLAIMER All recommendations made throughout this document are based on the best available

All recommendations made throughout this document are based on the best available information as of the date this document was published, and are subject to change as new information becomes available. Column5 believes these to be accurate and correct to the best of our knowledge, and it is our intent to update this document from time to time as more information is analyzed.

Upgrades can be a turning point where new functionality and improved performance is released to users to their delight, or they can be a disruptive and frustrating experience. At Column5, we believe that frustrations are not often experienced because of a single bad decision, but rather are the cumulative result of a series of overlooked opportunities to take a better approach; therefore, knowing what needs to be done to “get it right” throughout the upgrade project is essential to a successful outcome.

Some BPC customers will leverage the upgrade as a point of inflection on their EPM journey to expand and enhance their solution. Others will try to make the change as seamless as possible with very little change, and at the lowest possible cost. Whichever scenario is your objective, following our suggestions can save time and money, while expanding the opportunity to have a superlative result with the upgrade process.

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5

THOUGHTS ON PREPARING FOR AN UPGRADE

Our team was extremely pleased with the technical expertise Column5 provided in an engagement to upgrade BPC v7.5 MS to v10.0 MS. From the advice/guidance that was purely technical (i.e., tuning the servers, etc.) to the application support, we could not have been more pleased. The project was completed on time and on budget. In addition to the onsite consulting that was provided, we also took advantage of the excellent educational opportunities Column5 provides. Through a combination of remote and online training, the finance team was well prepared to assume ownership of the application to ensure a successful budget process.”

- Vice President Cincinnati Childrens Hospital Medical Center

of the application to ensure a successful budget process.” - Vice President Cincinnati Childrens Hospital Medical
BPC UPGRADE GUIDE THOUGHTS ON PREPARING FOR AN UPGRADE Like most undertakings, proper planning is

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE THOUGHTS ON PREPARING FOR AN UPGRADE Like most undertakings, proper planning is essential
BPC UPGRADE GUIDE THOUGHTS ON PREPARING FOR AN UPGRADE Like most undertakings, proper planning is essential

THOUGHTS ON PREPARING FOR AN UPGRADE

Like most undertakings, proper planning is essential to increase the likelihood of success. Before we discuss specific approaches, let’s set the right context for the upgrade and answer questions around the when, what, how and who of the upgrade process.

When and why do we need to upgrade?

SAP BPC is a very sophisticated software application with numerous dependencies on underlying components. The most popular reporting interface is Microsoft Excel, in addition to other members of the MS Office suite. BPC sits on top of a database, and depending on which version you have, relies on certain components of that platform as well as webserver components.

Any one of those objects could be patched to upgrade its functionality at any time, and this patching of dependent components and sometimes indirectly related software modules, can and often does introduce some compatibility issues to BPC’s otherwise smooth operation.

SAP has announced for every version an end of mainstream support date, which means that the services available via support will start to change. Change how? Mainstream support will come to an end and then Priority One support may be available. The following information is according to this SAP site (click here) on Priority One support.

Under Priority One, “Enterprise Support Service Level Agreements” will no longer be delivered.

For previously resolved issues reported to the support desk, there will be no change. The support personnel will direct you to the existing SAP note that addresses that issue.

For newly reported issues reported to the support desk, a determination will be made as to the severity of the issue. Issues deemed to be below “very high” (see definitions here) will no longer be fixed. You will be encouraged to upgrade to the latest version or implement a work around. While the fees for Priority One support are included in your full maintenance payment, the remedies available to you will be reduced.

It will be up to each organization to determine how comfortable it is with the amount of risk introduced with this change in the support terms. We believe many should be motivated to make plans to upgrade before any changes are made to the available support options that may increase the risk of BPC problems in your environment.

Recently, several Microsoft patches for Office products have interfered with BPC’s functionality. As time goes on, we predict more of this will occur as the patch levels of Office, Windows, and other components further diverge from BPC’s compatibility. This will result in your IT department burdened with controlling which patches are applied to your key software applications to accommodate BPC’s end of mainstream support. Column5’s assessment is that this state of uncertainty will be progressively less desirable than the benefits of being on a fully supported version, therefore our recommendation is to upgrade as soon as is practicable.

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8

BPC UPGRADE GUIDE What can be done to elevate my EPM program ROI and increase

BPC

UPGRADE GUIDE

What can be done to elevate my EPM program ROI and increase the value of my business case?

BPC has likely been part of your organization’s process for a few years now, and you may feel that there is some distance to go to realize all you had hoped in the initial ownership period. At the same time, you may feel you have a complete understanding of BPC and EPM value in your organization. However, before fully embarking on an upgrade, it is an ideal time to revisit the original intent of the investment in EPM, assess the progress made to date, and determine what further steps can be taken as part of the upgrade and beyond to achieve the next level of EPM value.

Column5 offers an EPM Assessment that covers these very topics to help organizations focus their investments in the highest impact areas. More details about the value of establishing an EPM Roadmap are discussed on page 14.

What should we seek to accomplish during the upgrade?

Some customers view moving to a new version as a simple “lift and shift” experience, with only subtle changes needed. With v10, several new features, including a new reporting interface, have been introduced, so the potential to slip in the new version without the users noticing is likely not possible.

Whether the appetite for the amount of change during the upgrade is minimal, or this pivot will be leveraged to introduce more sweeping changes, it is important to identify what is eligible for change, and allocate sufficient time to make changes, test, and train before deploying for best results. A list of items that could be changed are:

Performance improvements

User Interface (UI) enhancements

New UIs (web, mobility, MS Office: Excel/Word/ PowerPoint)

HOT TIP! It is a risk to not focus on those issues most visible to
HOT TIP!
It is a risk to not
focus on those
issues most
visible to your
user community
as a top priority.
Prepare a list of
known issues that
are expected to
be resolved due
to the software
upgrade or
related services
so the delivery of
these solutions
can be validated
during testing.

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9

BPC UPGRADE GUIDE ■ Workflow & other process support ■ New function coverage (strategic planning,

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE ■ Workflow & other process support ■ New function coverage (strategic planning, CapEx,

Workflow & other process support

New function coverage (strategic planning, CapEx, HCM, OpEx, S&OP, & more)

Automation (transaction load, master data load, report distribution, logic runs)

Improved integration (reporting to ERP transaction detail & BI/EDW)

Automated variance

For most BPC owning organizations, the above list contains the potential for major enhancements. Which are right for your usage of BPC? This document will provide more information about some of these items, but the best way to determine what is best for your situation is to get educated on the functionality directly. To facilitate learning, Column5 offers recorded webinars and demos in our Webcast Library. Alternatively, custom demonstrations of the latest BPC product can be requested for your organization.

What can be done to reduce the risk of disruption & frustration?

With any change, there is the potential to have users feel alienated with their familiar environment being “taken away” and some new experiences being thrust upon them. Several steps can be taken to avoid this perception. They include:

ORGANIZE: Have users nominate a review committee to be involved in the upgrade.

COMMUNICATE: In our experience, disenfranchised users that have the ability to claim, “I wasn’t aware this was happening” or “I had no influence” are going to be the most motivated critics. A strategy of proactive engagement will help convert critics to advocates early.

EDUCATE: Involve influential users in the educational process mentioned above so they can build a sense of anticipation for the new version. Consider forwarding links to Column5’s Webcast Library for demos on v10 functionality,

HOT TIP! To save time and money while preparing for the upgrade, assemble an inventory
HOT TIP!
To save time and money while preparing for
the upgrade, assemble an inventory of all
existing Report and Input Schedules that
exist in the current system. Prioritize the list to identify which are critical to have
operational by the targeted go-live. Then look for reports which are no longer used
or may be out of date; these will be candidates to be excluded from the migration.
Also be sure to interview all users for one-off reports they may have created to
satisfy a local need. Once you are confident you have the complete list, prioritize
the list to indicate which are critical for go-live. Many times, the complete list
cannot be rebuilt (if needed) by the targeted go-live date for the completion of
the upgrade, and those can be divided up among users for conversion at a later
date.

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10

BPC UPGRADE GUIDE or arranging a demo of BPC focused on your organization’s areas of

BPC

UPGRADE GUIDE

or arranging a demo of BPC focused on your organization’s areas of interest.

TRAIN: Train power users at the earliest possible opportunity when they can begin to interact with v10 in a development environment, and have them take on some of the report conversion tasks. When the interfaces are ‘theirs’ – they will be much more likely to be supportive.

TEST PLANNING: Having a proper testing plan that simulates performance loads and mitigates challenges before going live is essential to make the experience wholly positive.

TEST GROUPS: Giving users an opportunity to identify concerns early and have those addressed before going live will build empathy for the upgrade team should any challenges be encountered after go-live.

Is having a qualified third party participate in the upgrade recommended?

Has user adoption been a challenge in the past? We recommend engaging a third party for Organizational Change Management, with specific experience with EPM solutions.

Do you already experience performance or stability issues? Have a plan to address these concerns prior to the upgrade by working with a highly competent third party with specific offerings for BPC performance tuning.

Do your users feel competent working independently with the solution? Train your end-users, ranging from eLearning to custom onsite training content to build users’ familiarity with BPC v10.

training content to build users’ familiarity with BPC v10. What resources should I plan to make

What resources should I plan to make available during the upgrade?

Your organization will need to make both technical and functional staff available. In addition to this, a qualified third party is highly recommended. The Column5 team is not aware of many upgrades that have been successfully completed by clients without the benefit of experienced third party resources. Securing a commitment from selected users will also be very useful to ensure the system is well received. Depending on the nature of changes made during the upgrade, executive process owners may be required to help advance capabilities of EPM processes around the organization.

How does this specific upgrade (to v10.x) differ from upgrades I have done in the past?

The biggest change with this upgrade is the new reporting interface. The potential exists to create a very dynamic reporting capability that our clients report is much easier to use. While some navigational experiences may receive a facelift that looks more professional, the Excel reports most are accustomed to will not necessarily look different depending on your existing solution.

By taking advantage of some of the new features present in v7.x that were not deployed for whatever reason, plus the significant technical advances in v10.x, this upgrade can be a major turning point in the user’s perception of BPC.

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11

BPC UPGRADE GUIDE THOUGHTS ON PREPARING FOR AN UPGRADE Process Guides Your upgrade should follow

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE THOUGHTS ON PREPARING FOR AN UPGRADE Process Guides Your upgrade should follow a
BPC UPGRADE GUIDE THOUGHTS ON PREPARING FOR AN UPGRADE Process Guides Your upgrade should follow a

THOUGHTS ON PREPARING FOR AN UPGRADE Process Guides

Your upgrade should follow a structured process to ensure the best possible outcome. You will want to ensure your project includes a detailed planning phase, followed by the technical upgrade process. Once the technical foundation is laid, the work can begin on building the v10.x system in detail. Testing, performance tuning, and go-live will round out the steps to complete the upgrade.

All upgrade steps should follow a comprehensive blueprinting phase that covers a right-sized agenda calibrated to match how aggressive the upgrade approach should be. A more detailed discussion of the importance of plotting an EPM roadmap is located further on in this document. Once the blueprint is agreed upon, the flow of every upgrade should follow this diagram as closely as possible for best results.

With each organization’s BPC solution specifics, and their desire for change (or not), the volume
With each organization’s BPC solution specifics,
and their desire for change (or not), the volume of
tasks at each stage will vary.
TECHNICAL UPGRADE
FUNCTIONAL DEVELOPMENT
System Landscape
Design
Installation
■ Replicate Existing
Interfaces
TESTING TESTING
Performance Tuning
■ Create New
■ Functional Regression
Post Go-Live Support
Interfaces
■ Systems Integration

Migrate Data

Integration

Enhance Automation

Performance Remediation

Disaster Recovery

User Acceptance

A key to the success of the project will be the Functional Regression Testing prior to the Systems Integration Testing. Conclude the Testing Phases with User Acceptance Testing to be sure nothing has been missed. The Go-Live and Post Go-Live Phases will include migration to production and support and maintenance of the upgrade post go-live.

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12

DETAILED

INSIGHTS

BPC UPGRADE GUIDE DETAILED INSIGHTS Making your BPC upgrade successful is our primary goal, and

BPC

UPGRADE GUIDE

DETAILED INSIGHTS

Making your BPC upgrade successful is our primary goal, and the place to start is agreeing on how you define success. At Column5, we have a very broad view of the potential value of an EPM solution. We believe that EPM is one process that every single business must operate, and it should cover the entire enterprise (that’s why they call it “Enterprise” Performance Management). We further believe that more competitive companies (measured in market share, profitability, market capitalization, etc.) are also superior EPM process operators. Said another way, to the extent your organization has a superior EPM process…your company will be more competitive in your market.

Some customers only strive to replace manual processes with automated versions of the same basic capability. Others focus exclusively on financial processes, omitting Strategy and Operations planning functionality. Regardless of how you have deployed BPC to date, an opportunity for improvement near the top of every list is improved performance and stability. How should you approach the project to leverage this upgrade as a major advancement in your EPM journey?

EPM Roadmap

As previously stated, the first step is to define your organization’s vision for upgrade success. To our team, that means taking a step back and evaluating

To our team, that means taking a step back and evaluating the overarching purposes you are

the overarching purposes you are aiming to achieve. In our surveys, 75% of customers do not have an EPM roadmap despite implementing BPC. This number is in line with scores for other EPM products, and maybe not surprisingly, as it correlates to the reported 70% of survey respondents that report a struggle to clearly achieve positive value with their EPM investments.

The upgrade process presents an opportunity to unlock that hidden value, and revisit how well you are using EPM for current objectives, and identify major capabilities you may aspire to include. From a people perspective, getting a vision clearly outlined can align your team around a more valuable blueprint for EPM in your organization and industry. Defining this vision, and the value from a more capable platform, can help you make clear priority decisions on which projects to do and when, and what features to include and why.

At Column5, we encounter customers from other partners who spent significant resources on developing complex tasks that unfortunately achieved minimal process value. More than merely missed opportunities, unnecessary complexity and low usability can present a major issue with user satisfaction, and can lead to poor performance and even staff turnover.

Column5 has an EPM Framework that is part of our PAVE methodology – Process to Achieve Value with EPM – that helps avoid these oversights, missed opportunities, and dissastisfaction. Applying these principles can bring structure and clarity to any organization’s intended ROI.

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14

BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL Considerations When Upgrading BPC Of all the new features

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL Considerations When Upgrading BPC Of all the new features with
BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL Considerations When Upgrading BPC Of all the new features with

DETAILED INSIGHTS TECHNICAL Considerations When Upgrading BPC

INSIGHTS TECHNICAL Considerations When Upgrading BPC Of all the new features with v10, some of the

Of all the new features with v10, some of the most anticipated and impactful will be the performance and stability enhancements. This section will review the details of the various improvements for each platform option.

NetWeaver (NW) Technical Comments

BPC v10.x for the NetWeaver platform contains architectural enhancements that enable new features,andperformanceimprovementsstemming from numerous platform refinements. First, the .NET server is no longer required for BPC v10.x. This enhancement removes a communication (and performance) bottleneck, and removes another layer requiring management. Communication now flows directly from BPC’s front-end user interface to the ABAP layer.

From a security perspective, further enhancements have been made. ABAP users are now created with BPC v10.x users, and Active Directory users are no longer required. This provides for more detailed tracing of specific activities to individuals as opposed to Active Directory users that were tied to three generic ABAP user profiles: BPC_USER, BPC_ADMIN, and BPC_SYSADMIN. Because the individual user was not identified in ABAP, debug users had to be created for troubleshooting purposes.

BPC v10 for NW includes some major performance improvements. The SAP EPM 10 client and the BPC components no longer have to be on the same service packs. This allows the freedom of adding fixes to the front-end without having to complete an upgrade to the back-end. The enhancements on the front-end have made significant performance improvements. The new EPM client also has two versions, the Standard and Big Volume. The “Big Volume” EPM client takes advantage of Microsoft Office 64-bit and enables reports that return datasets with larger volume.

Transports used to migrate objects in the BPC environment (formerly known as ‘appset’) in BPC v7.x required that the whole environment be transported each time. In BPC 10.x, transports are now more granular allowing portions of the environment contents to be targeted when operating transports. Normal mode and Delete mode of transports are now supported.

With BPC v7.x systems, it was not possible to integrate BPC into a Central User Administration (CUA) environment. For this reason, BPC system security was handled separately and could not be a part of CUA implementation. With BPC v10.x systems, BPC can be tightly integrated in a CUA landscape. There are a few additional steps to enable and activate this configuration. If a CUA landscape is your preference, contact Column5’s technical services team today.

BPC v10.1 integrates more tightly with other products that may aid in expanding the reach

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15

BPC UPGRADE GUIDE of your EPM capability. For example, BPC v10.x now offers mobile support

BPC

UPGRADE GUIDE

of your EPM capability. For example, BPC v10.x now offers mobile support for the Apple iPad and RIM BlackBerry PlayBook tablets. This capability is enabled by SAP’s use of an HTML5 toolkit UI5 that has no software prerequisites. This flexible platform offers greater support for mobile devices and touchscreens. UI5 also provides a new Web admin client, now called the BPC Admin Console, in BPC v10.1 and replaces the v7.x Admin client. All administration activities including maintenance of environments, dimensions and models, user security and role creation, etc. are now handled using BPC Admin Console. Where the v7.x Admin client required SAP Cryptographic Software, the enhanced BPC Admin Console does not have this prerequisite.

BPC v10.1 also has a Unified version which combines the best parts of SAP IP/PAK and BPC. The models use BW InfoObjects rather than BPC dimensions, and Planning related functions are developed using IP functionality. Clients that desire this integration with BW InfoObjects may benefit from simpler support and greater IP Planning performance. The Unified version will require BPC v10.1 to be installed on HANA.

Parallel Data Manager Loading is now available in BPC v10.x. This enhancement will allow you to run Specific Data Manager packages in Parallel and will greatly improve the run time of long-running and large data loads from Data Manager.

Special Caching Mechanism for Report Meta

by

Data

will

further

improve

BPC

read

time

for Report Meta by Data will further improve BPC read time implementing a special “Meta Data”

implementing a special “Meta Data” caching mechanism for Reports that are used often. This is made available starting in BPC v10.0 SP8.

Support for Time Dependent Hierarchy is also available in BPC v10.x. This will enable users to see data reflected differently based on changes to

master data over time. Users will be able to toggle to different versions of hierarchy by selecting a key date within EPM Add-In and web reporting with reports and input forms. Models with time- dependent hierarchy enabled allow users to select the key date with both reporting UI for reports and input forms. For more info on this see “Note 1800842 - Time-dependent hierarchy for Planning and Consolidation 10.0.” This note gives

a description, instructions on how to activate, and settings.

BPC 10.1 requires a minimum of NetWeaver 7.4 SP5, so this takes full advantage of enhancements contained within the latest NetWeaver version. BPC v10.1 supports the latest operating systems and databases. This allows access to improvements made in the latest versions of underlying technologies, which again improves BPC. The HANA database is also supported in BPC v10.x.

As of BPC v10.0 SP9, MDX on HANA is a new option. The MDX syntax has been known to cause significant adverse performance impacts in BPC

v7.x, so this new option can be a major improvement

in functionality for those who require it.

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16

BPC UPGRADE GUIDE MICROSOFT (MS) COMMENTS Clients on BPC 7.x for the Microsoft platform can

BPC

UPGRADE GUIDE

MICROSOFT (MS) COMMENTS

Clients on BPC 7.x for the Microsoft platform can also receive many benefits by upgrading to BPC 10.1 at each tier of the technology stack. This includes specific Office, SQL Server, Windows, and BPC functional items.

CLIENT SIDE

EPM Add-In: Flexibility & Power

Flexibility – In SAP BPC v7.x for the Microsoft version, if there was a need to upgrade the server side components to a higher Service Pack or patch, it was a requirement to have the versions match on the client side as well. This required having all users on the old BPC client to first uninstall the old version, then download the newest and reinstall. Several challenges arise from this process, not the least of which was invoked by policies where users did not have rights to install new software of their local machines.

In the latest version of BPC v10.1 MS, the EPM Add-In no longer requires the client and server side versions to match. In fact, there is more flexibility as several versions of the EPM Add-In can be installed on various workstations without any issues. For example, if a bug was discovered within a couple of workstations in Europe but was not being witnessed elsewhere, you could simply upgrade both workstations without impacting other users.

Improved Query & Data Handling Power

In SAP BPC v7.x MS, the only acceptable and supported version of Microsoft Office that could be used was a 32-bit edition. This limited the size of files and amount of data sent within MS Excel.

the size of files and amount of data sent within MS Excel. BPC v10.1 MS allows

BPC v10.1 MS allows support for MS Office 32-bit and MS Office 64-bit. There are now two versions of the EPM Add-In (BPC Client): one which utilizes the standard 32-bit Office (.NET 3.5), and the second is the high data volume EPM Add-In “BIG VOL.” version that works with Office 64-bit (.NET 4). Of course by using the 64-bit version of Office you are able to also make use of higher amounts of RAM on the client machine for larger volumes of data sends.

Administrative Console (optional)

In SAP BPC v7.x MS, there are two portions to the Administrative client. There is a web- based segment that includes application set parameter setup, application parameter setup, audit activity and setup, report publishing, and edit drill through. The other portion includes a thick client that gets installed on a workstation that handles security, security management, application set management, application management, dimension management, business rule management, work status setup, journals management, and script logic management.

In the latest version of SAP BPC (BPC v10.x), the Administrative Client no longer utilizes any web services and is unified into one thick client that handles all administrative tasks.

SERVER SIDE

COM+ Components

Better Design – The Microsoft version of SAP BPC v7.x was developed using COM+ Components, an extension of Microsoft’s Component Object Models (COM). COM+ is both an object-oriented programming architecture and a set of operating system services which handles many of the resource management tasks needed

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17

BPC UPGRADE GUIDE to run BPC. This original design relied heavily on DLL files being

BPC

UPGRADE GUIDE

to run BPC. This original design relied heavily on

DLL files being of the right version and properly registered within the system. Under certain

circumstances, these files could fail to register during upgrades causing unstable environments and poor performance. Many times these small programs would “crash”, causing users to receive errors and experience erratic performance and instability. Maintenance was required each time

a new BPC Service Pack or patch was applied

to each relevant component’s application pool, a property used for multiple application process calls. This detailed requirement has been inconsistently adhered to, and our team sees a correlation to clients who upgrade hoping to improve stability and their experience has not improved.

In BPC v10.x MS, SAP has redesigned their product and has removed all major dependencies on COM+ Components (there is only 1 left) and has replaced those objects with web-services (IIS– Internet Information Services) creating better performance, stability, and usability.

Server & RDBMS Version

Broader Platform Choice – Upgrading to BPC v10.x provides clients the opportunity to take advantage of the most up-to-date Operating Systems and Relational Database Management Systems, such as Windows Server 2012/R2, Microsoft SQL Server 2012/2014 and the latest Office versions. These platforms allow for full

the latest Office versions. These platforms allow for full 64-bit support on all BPC, server, and

64-bit support on all BPC, server, and client components and provide a broader selection of installation languages.

Microsoft Analysis Services has always offered Partitioning that allows for making smaller sets of data to improve input schedule and report performance. This can enable a 50% gain in retrieve performance when using the BPC client software. SAP has added some great functionality to the newest versions of BPC with respect to Analysis Services Partitions. Instead of performing this function in Analysis Services manually, they now have a wizard to perform the job for you.

Web Interface/HTML5

Better Web Client - BPC v10.x MS extends the web deployment options for customers by leveraging a new HTML5 client for reporting and inputs. With this new HTML5 client, customers now have greater flexibility in areas such as standardization of text with browser options, easier navigation, more flexibility with comment viewing, and greater control over “locked” dimensions and customizations.

The strategy to adopt HTML5 development standards has removed the need for Adobe Flash Player, which has been known to have support and compatibility issues with some web browsers including Microsoft Internet Explorer.

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18

BPC UPGRADE GUIDE DETAILED INSIGHTS NEW FEATURES WEB INTERFACE A new HTML5 Interface provides enhanced

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE DETAILED INSIGHTS NEW FEATURES WEB INTERFACE A new HTML5 Interface provides enhanced Web
DETAILED INSIGHTS NEW FEATURES
DETAILED INSIGHTS NEW FEATURES

DETAILED INSIGHTS NEW FEATURES

DETAILED INSIGHTS NEW FEATURES
DETAILED INSIGHTS NEW FEATURES
DETAILED INSIGHTS NEW FEATURES

WEB INTERFACE

A new HTML5 Interface provides enhanced Web Reports and Web Input Form capabilities. Comments have been enhanced with new features to view history and see comments in a column right next to the data or a variance on the Web. For Web Reports, the charts and graphs have also been improved. Business Process Flows have been enhanced along with improved Automated Variance Analysis options (Microsoft) and Web-based System Reporting.

The Administration Interface, now 100% Web- based (NetWeaver) has been improved in the HTML5 interface with the ability to graphically modify hierarchies and also graphically create/ modify formulas, logic, and business rules.

Consolidation features for Journals and the Ownership Manager have been enhanced in the HTML5 interface for both platforms. The NetWeaver platform has additional graphical consolidation capabilities with a Process Monitor and a Controls Monitor which provides the ability to perform incremental currency translation, as well as incremental consolidation.

EPM ADD-IN GETTING COZIER WITH OFFICE

A new and improved Office Interface called the EPM Add-In provides a major leap forward in capabilities to interact with the back-end database (read and write) from Word, PowerPoint, and Excel [up to Office 2013]. There are two new tabs in the Excel ribbon – an EPM tab and a Data Manager tab. The EPM tab is consistent across all of the Office solutions, and nearly all of the

Excel report Data Manager functions have been placed onto a separate tab for ease of use and better visibility.

New capabilities include the ability to Drag & Drop within the Excel sheet for report writing and input form creation. This makes it much more intuitive to design and modify templates. Also, Member Recognition allows users to simply type members into the spreadsheet and the members are automatically recognized by the database. If there is a member that is not recognized, a selection box will appear with alternate suggestions for the ambiguous term. You can also type in your own formulas and you have an option of automatically applying a database-level formula and saving it in the template as a Local Member. There is also a new graphical interface (similar to the graphical EvDRE interface) called the Report Editor that provides Drag & Drop capabilities and additional options when building a Report or an Input Form – Advanced Ranking, Filtering, and Sorting.

Microsoft PowerPoint and Word integration has been vastly improved, as it is much more user friendly with the same interface that is used for Excel, including the EPM Tab, the EPM Context (formerly Current View), and the EPM Pane (formerly Action Pane).

MOVE AWAY FROM EV FORMULAS

There are a new set of formulas/functions that all begin with “EPM” and you can still retrieve and send a single cell with EPMRetrieveData and EPMSaveData. While the new functions communicate with the database more efficiently, most of the old “EV” functions will work. Basic EvDREs will also work, but more complex, multi-nested EvDREs will most likely need to be rewritten using the new EPM Add-In due to the advanced nesting capabilities that are now available.

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19

BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS Once you have evaluated your EPM process

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS Once you have evaluated your EPM process for
BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS Once you have evaluated your EPM process for
BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS Once you have evaluated your EPM process for
BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS Once you have evaluated your EPM process for
BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS Once you have evaluated your EPM process for
BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS Once you have evaluated your EPM process for
BPC UPGRADE GUIDE DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS Once you have evaluated your EPM process for

DETAILED INSIGHTS TECHNICAL UPGRADE PROCESS

Once you have evaluated your EPM process for effectiveness and identified enhancements via the EPM roadmap, checked the new feature list to see if your organization could benefit from functionality added to v10, and reviewed your system to identify performance and stability improvements, you are ready to begin the technical aspects of your upgrade.

Column5 recommends this comprehensive process:

1. System Landscape Design

2. Prepare for Upgrade

3. Create v10 Technical Environment

4. Upgrade Environment from v7 to v10

5. Upgrade & Adapt Each Object to v10 Standards

6. Testing

7. Performance Tuning

8. Disaster Recovery Plan, Configure, & Test

9. Post Go-Live Support Plan

Following this process is very important to get the most out of the new system and to ensure users are not disrupted. Done properly, there should be increased functionality, value, and user satisfaction from the upgrade process.

1) SYSTEM LANDSCAPE DESIGN

Given the numerous improvements in database technology, and the architectural changes impacting where the processing loads occur with both BPC versions (Microsoft & NetWeaver), every organization contemplating an upgrade would be well advised to consider reconfiguring their BPC

landscape as part of the upgrade.

Key questions to ask:

Will you upgrade in place or migrate BPC to a new or upgraded hardware platform?

Will you upgrade the database, OS, or middleware as part of the upgrade?

BPC

Does

or any other component

change

trigger new software compatibility

requirements?

Do you need to reconfigure your hardware to address past performance challenges, adapt to changing pressures of the new version, and prepare for future needs as your system usage grows?

Using expert resources from a third party who is deeply familiar with the technical aspects of how BPC works, and how the processing loads are distributed during normal usage evolutions is highly recommended to get the best experience during and after the upgrade.

2) PREPARE FOR UPGRADE

Preparing for the upgrade from a technical standpoint is important. You wouldn’t want to be left with a partially functioning system should the worst case occur. While there are many specific steps to prepare for the platform and nuances of your exact scenario, the following apply broadly across all scenarios:

Has the hardware been provisioned and configured per your design above?

Have you identified the version and patch level of the intended upgrade destination?

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20

BPC UPGRADE GUIDE ■ Have all prerequisites been thought through and software (files/media), licenses, and

BPC

UPGRADE GUIDE

Have all prerequisites been thought through and software (files/media), licenses, and compatibility been confirmed as available and accessible?

Do system, administrative, and application users have access to needed server components?

Has the development environment been refreshed from production, reflecting the latest configuration changes?

Has a window been identified to cease developing new objects in v7.x if possible?

Do you have scheduled availability for internal and external resources needed to support these steps? (eg: DBA, Infrastructure, BPC Administrators, third party technical experts, etc.)

3) CREATE V10 ENVIRONMENT

BPC v10 for both MS and NW platforms require a specific order with which to build the environments. Installing and configuring the operating system (OS), the database layer, the web server, application server, and configuring each to access available resources, operate within the security structure, and leverage preferred networking communication protocols is a complex series of events that must be done to the right specification and in the right sequence to make sure no stone is unturned. Failing to do this in the right order may leave a flaw embedded within the system that will be difficult to locate should you run into any challenges.

Bringing the design, all the preparation steps, and the hardware/software together to form a solid and well-performing BPC platform requires technical talent and familiarity with the myriad of configuration options. A powerful and flexible system like BPC is also sophisticated enough to ensnare those who assume it is ‘easy’ to install

to ensnare those who assume it is ‘easy’ to install this product and gloss over the

this product and gloss over the detailed steps necessary for success.

Our recommendation is to obtain the best available third party resources who have the experience, skill, and volume of experience to justify placing your trust for this critical step in them. Having experience installing SAP products, Microsoft products, or even BPC a few times before does not necessarily produce equal results when BPC specific nuances are considered.

How will our technical policies impact how BPC should be installed?

How will our usage profile and system load change over time?

Which options should we select when creating this environment to enable current desired functionality and functionality likely to be desired in the future?

How do we structure the environment to make best use of available resources in the right proportion to allow for best performance during different usage scenarios?

How do we configure the environment with proper tasks to heal the environment on an automated basis to ensure the system monitors itself for emerging challenges and proactively repairs or notifies of potential adverse performance or stability impacts?

4) UPGRADE ENVIRONMENT FROM V7 TO V10

SAP has released a utility (UJ_Migrate for NW and Migrate Environment for MS) that will upgrade an Environment (formerly known as AppSet) from v7.x to v10. This “wizard” will move basic structures from one version to the next, but it is far from an automated upgrade solution with the wave of a magic wand. In fact, it only ensures the underlying stored procedures, Built-in Data

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21

BPC UPGRADE GUIDE Manager Packages, and a few other items are updated, but does none

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE Manager Packages, and a few other items are updated, but does none of

Manager Packages, and a few other items are updated, but does none of the other aspects of the upgrade process. Additionally, the “Wizard” has not always worked in a few different service packs and these steps must be completed manually. Column5’s comprehensive technical services ensure, regardless of service pack, that these critical steps are completed properly even if the “Wizard” does not work correctly.

Database objects will be migrated, but security settings and object version compatibility will

but security settings and object version compatibility will not be included. Any adjustments made on any

not be included. Any adjustments made on any aspect of the solution to ensure compatibility, improve performance, increase usability, address previous defects, or to take advantage of new capabilities are not included. Many users may conclude that virtually all of their desired changes are not included in the upgrade utility. Still, the upgrade utility does have a role to play in the process by starting out in v10 with a bare bones environment that reflects the same design previously configured in v7.x.

Some users will feel that there are issues with BPC 7.x such that they do not want to start by running this utility, but rather rebuilding in v10 from a clean slate. Depending on the complexity of your environment, this decision may add a day or two of time to your upgrade timeline. On the plus side, making such a decision creates complete knowledge that every object was created in v10 in a clean manner. Some organizations enjoy this peace of mind as several such upgrade utilities in the past inadvertently introduced instabilities into the AppSet (Environment)/Application (Model) objects.

Column5 believes the currently available utility to be free from such defects, but as stated above, the expectations should be set conservatively to rely on the upgrade tool for just minimal structural migration from v7 to v10, not as a utility that will create all that is needed to produce a ready to use v10 environment. Further, full testing to validate that steps handled by the utility were done properly is still highly recommended.

However your organization decides to move your v7 app to v10, by running the utility and then upgrading each object or by cleanly rebuilding each object in v10…relying on a qualified third party or following all available instructions to the precise letter is highly recommended, if not required.

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22

BPC UPGRADE GUIDE 5) UPGRADE AND ADAPT EACH OBJECT TO V10 STANDARDS A typical BPC

BPC

UPGRADE GUIDE

5) UPGRADE AND ADAPT EACH OBJECT TO V10 STANDARDS

A typical BPC environment contains many objects

that have been customized to each clients’ needs. Dimensions, business rules, logic, data manager

packages, reports & input templates, Excel objects, report & input template web objects, EPM Unwired

& other mobility interfaces, integrations with third

party products like ETL, EDW, and BI solutions, workflows, custom menus…and the list goes on. While SAP has made every effort to support backward compatibility for all the major objects, it is impossible to account for every customization you may have present in your system.

Even objects like an EvDRE report from v7 may be functional in v10 or it may not. SAP says v10 may not support ‘advanced EvDREs’. The definition of advanced is not clearly spelled out, so the upgrade contains some risk if a detailed effort is not made to go through each component to ensure compatibility with version requirements. Additionally, SAP has released functionality on the client to improve performance of the rest of the product by specifically disabling EvDRE functions in some scenarios.

If you change the database or middleware version

– be sure to double check business rules and data

import/export packages to ensure compatibility. If you also change office versions, be sure to check

all MS Office integrations (including Excel) for continued function.

If you intend to enhance any aspects of your solution, each affected object will need to be adjusted to the extent they are impacted. New dimensions or properties can have far-reaching impacts across many objects. Refined business rules may require changes in how the logic is triggered or scoped in both default and manually invoked configurations. Even simple things like property lengths in dimensions are now enforced. In the past, for example, if a dimension property

enforced. In the past, for example, if a dimension property was set to 10 characters, but

was set to 10 characters, but the actual length was 12, the system would truncate the extra characters. Now you will get an error or the dimension will not process.

Reports should be revisited as a separate initiative altogether. Recommended processes on how to deploy and manage the new reporting interface contain one approach that is appropriate for the short term to facilitate completion of the upgrade and go live, and another, longer term approach to building an internal competency on the new version. Deciding which report will be subject to which approach is essential to have a smooth upgrade. Identifying a reasonable plan that doesn’t assume users with v7 experience will be quickly competent to migrate reports and input templates

to v10 for example, will determine the risk level of

the upgrade process.

6) TESTING

Throughout this document, numerous

opportunities and potential risks are discussed. Ensuring that some combination of workable objects with a top tier priority is able to go live by the intended date should be the primary focus of the upgrade team. Every single object, process, or function should be thoroughly tested to ensure that risks to a successful upgrade are identified and mitigated before your BPC system is live and

in jeopardy of being adversely impacted by some

unforeseen complication. Testing is key, especially for the most critical objects.

A good test plan is required and competent third

parties will have several layers of testing involving development resources (System Integration Testing – or ‘SIT’) and another round involving users (User Acceptance Testing – or ‘UAT’). An experienced third party will offer testing processes and standards that instill confidence that successful completion of those checklists will truly reduce risk of failing to catch a defect before go-live.

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23

BPC UPGRADE GUIDE 7) PERFORMANCE TUNING During testing it is a recommended step to tackle

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE 7) PERFORMANCE TUNING During testing it is a recommended step to tackle performance
BPC UPGRADE GUIDE 7) PERFORMANCE TUNING During testing it is a recommended step to tackle performance

7) PERFORMANCE TUNING

During testing it is a recommended step to tackle performance challenges via a concerted tuning

effort. Performance is one of the most common, but also the most nebulous, complaints about BPC. Some customers feel performance is the result of

a single error or oversight, but this is incorrect. The perception of performance – fast or slow –

is the cumulative impact of every functional and

technical decision/configuration in your solution.

Is the technical landscape properly sized for the scale of your solution and intended usage profile?

If not, then any load you process through your

platform will forever have your system gasping for breath. While having a properly sized environment

is mandatory to make possible BPC experiences

of performance and stability, a properly sized

platform by itself is not an absolute guarantee for

a perfect performance experience.

One aspect of the technical configuration with respect to performance is the initial settings of memory for the different back-end services. When

a system is installed, the Column5 team relies on

our time-tested guidelines on how to optimize the available server memory parameters. However, only performance tuning based on metrics

captured while the system is busy under load from users will give the most accurate picture on how the values should be set.

Overarching design themes (such as dimension configuration, logic approach, and the scope of the challenge tackled by BPC with an Excel interface)

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24

BPC UPGRADE GUIDE set the stage for success or struggle. Add to this a qualitative

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE set the stage for success or struggle. Add to this a qualitative assessment

set the stage for success or struggle. Add to this

a qualitative assessment where even a properly

sized technical landscape with appropriate design themes can suffer from poor quality development execution…and thus performance will be perceived as “poor”. Navigating these complex layers and the proportional and sequential impacts how each tier is configured has on the perception of performance by users is a complex task best left to qualified resources who can measure empirically how a given process traverses each tier.

An ideal time to proactively identify any gaps in

configuration is before you go live, not after. Testing

is a great opportunity to have technical resources

monitoring the system for any runaway processes, disproportionate resource consumption, and other telltale signs of an impending performance challenge. Before going live, the upgrade team has ample room to identify and mitigate these issues before user satisfaction is adversely impacted.

Column5 has extensive experience in identifying and mitigating such challenges proactively and reactively. We can deploy a variety of methods to quantify the scalability of your solution up to and including making use of solutions like HP LoadRunner to ensure your system will perform well under peak usage scenarios.

8) DISASTER RECOVERY PLAN, CONFIGURE, & TEST

It is quite likely that a number of major components have changed with BPC and in the tiers below. As a result, there are likely to be impacts to your needed disaster recovery configuration. No one likes to be told when there is a catastrophic failure that all or much of their data has been lost when your system fails under load. A little planning and preparation goes a long way here.

We recommend revisiting your Disaster Recovery (DR) plan, and ensure it is up-to-date per any

changes to component changes made during the upgrade. Since your upgrade may well have included many aspects of your platform, this plan may be quite comprehensive. Once the plan is updated, you will need to implement those changes in your environment.

The DR configuration needs to be tested before complete confidence can be placed in your plan. This should also be done prior to going live, to make sure that there is no period where your system is ‘at risk’ without knowing you have a basic insurance plan in place to minimize the risk of loss.

A system that

DR test is strongly

a

recommended not to go live before correcting this condition.

fails

9) POST GO-LIVE SUPPORT

Despite all the efforts to “think of everything” and plan for the worst, sometimes things still go wrong. Having an appropriate plan to report incidents from users and escalate internally to SAP or to a third party needs to be provisioned in advance. Having this chain of communication prepared and procedures well-understood will ensure a smooth process for all involved.

The above is appropriate for a major challenge or outage. But what about early warning indicators and symptoms that could be caught by a process that runs health checks proactively and routines to optimize and re-optimize conditions and variables in advance of having any kind of adverse experience? These are possible when there is a proactive plan for support in place.

The time to think about a support plan for post go- live is before your v10 solution goes live and there are numerous options.

See the upcoming section on proper care and usage regimen for BPC for best results.

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25

Column5 has always taken a very professional approach with our engagements. They are thorough in the project planning and project management process, which has resulted in our upgrades coming in on time and on budget.

- SVP, Director of Business Intelligence, Banking Institution

PROPER CARE & USAGE REGIMEN FOR BPC

BPC UPGRADE GUIDE PROPER CARE & USAGE REGIMEN FOR BPC Getting your upgrade completed is

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE PROPER CARE & USAGE REGIMEN FOR BPC Getting your upgrade completed is undoubtedly
BPC UPGRADE GUIDE PROPER CARE & USAGE REGIMEN FOR BPC Getting your upgrade completed is undoubtedly

PROPER CARE & USAGE REGIMEN FOR BPC

Getting your upgrade completed is undoubtedly an important first step in properly caring for your EPM solution, but does this mean your job is done? Column5 does not believe that is the case. Continuous enhancement to your EPM capabilities will orient your EPM program to return high value for your organization. A specialized team that monitors your technical solution and EPM processes for effectiveness and identifies opportunities to advance the effectiveness of your capabilities amidst changing market conditions and technical capabilities is what is needed.

There are two ways your organization can approach this: build the internal capabilities to meet this challenge head-on, or buy a service that does all this for you. You don’t have to select one or the other of only two approaches, but rather use this as a scale which you slide across opting to build certain components while buying others. The following sections outline tools and functions you should be using for proper care and use of your BPC system.

Building a Competent Team

Since its early OutlookSoft days, BPC has always been touted as a tool that enables finance teams to own & manage their own systems. Often this translates to a deployment model where the assumption is the Total Cost of Ownership (TCO) model is dependent on the assumption that BPC

can just be added to the list of supported systems IT covers. In some organizations IT has been told explicitly: “Don’t touch BPC!” Fast forward to SAP acquiring BPC, where many SAP shops’ technical teams take great pride in their internal capabilities to fully own their systems, and the stage is set for potential conflict. It isn’t shocking that many of our clients have come ready to meet the challenge of proper care and usage with an internal team – that is largely IT based. Column5 applauds this approach and has created numerous tools to help your team succeed.

Establish an Internal Center of Excellence (COE)

We recommend our clients form an internal EPM center of excellence or EPM competency center with the sole purpose of evaluating “how effective are our EPM processes?” on an ongoing basis. This team should be looking to establish effective KPIs for your success. These KPIs should cover topics like user satisfaction, system errors, scope of the solution, system performance, and process cycle time related to a planning cycle or financial close. Benchmarking available through Column5 that evaluates your organization’s EPM process effectiveness against a global dataset from EPMi (EPM International) is an excellent source to identify opportunities to focus on to advance EPM process maturity. Additionally, your COE can use Column5’s PAVE (Process to Achieve Value with EPM) methodology to examine other gaps in syncing your financial, operational, and strategic plans. Your COE can benefit from the guidance of an EPM Roadmap (see page 13) to be a key component in this group’s charter. Ultimately the goal is to make your EPM solution adaptable to dynamic needs: improve user satisfaction

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28

BPC UPGRADE GUIDE and organizational competitiveness. Grow Capabilities in Your Organization One of the greatest

BPC

UPGRADE GUIDE

BPC UPGRADE GUIDE and organizational competitiveness. Grow Capabilities in Your Organization One of the greatest

and

organizational competitiveness.

Grow Capabilities in Your Organization

One of the greatest implementation

misperceptions is the idea that a single training session at the end of a deployment is all you need

to move forward to unlock full value. As with many

other professional careers, continuing professional

education coursework and training is required to maintain proficiency. Accountants, doctors, and lawyers are all examples of this model where a

process is enforced for practitioners to be kept current of latest changes in the industry for best results. Given the mission criticality of the EPM system to your organization’s operations, making

a similar commitment to your EPM process will

make the difference to those who experience increasing proficiency to those who struggle to keep up with changes. There are several choices in how to achieve and maintain a high level of proficiency with an EPM system, and we encourage you to chart a deliberate course of learning. Contact our team today to discuss options.

and

engagement,

system

effectiveness,

Attend Educational Events

EPM Leadership Summit

Echoing statements from before, we believe there are two undeniable facts: 1) Well-run EPM processes are the cornerstone of effective financial, operational, and strategic control of your organization. 2) Technology is constantly changing. Put these two facts together and there is an immense need to stay up-to-date on what is changing, connect with peers and EPM professionals to share successes and failures, and lastly capitalize on training related to all of the above. Having an internal viewpoint and position on how technologies like the cloud, SaaS, mobility, predictive analytics, and HANA influence

your potential level of success for EPM processes in your organization is vital to extract maximum value from EPM investments. This is exactly the type of material that is covered at our worldwide EPM Summits, making this a must-attend event for any organization that is striving to maximize the impact of their EPM investment.

EPM Summit Online

Our Annual Pass also includes three online live events per year in the second, third, and fourth quarters, with content available on-demand throughout the entire year. Featuring a growing number of high quality, deep-dive, EPM sessions, there are approximately 15 sessions delivered per live event. Each session is recorded for playback at your convenience. The Column5 EPM Summit annual subscription details the latest technology, product, and best practice updates delivered by proven experts and customers in three tracks:

Functional, Technical, and Executive. Each track features 5 hours of sessions with each live session being worth one CPE credit for participants. Although attendees won’t have time to view all the sessions during the live event, you are able to increase your expertise beyond the live sessions with full access to all three tracks of content in the virtual environment, year-round.

Use Tools for Support and Validation

Blogs & Webinars

Column5 is the leading BPC partner committed to providing original content related to everything EPM. Have a question on a particular topic? Trying to prep for your internal COE roadmap discussion? Try searching our Webcast Library (of over 70 videos) and use this free information provided by the experts at Column5 to elevate your conversation.

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29

BPC UPGRADE GUIDE EPM International Benchmarking Gain insight into how your core performance management processes,

BPC

UPGRADE GUIDE

EPM International Benchmarking

Gain insight into how your core performance management processes, organizational structures, and systems for consolidations, planning, and reporting compare with other international companies, and assess where you have a good practice and potential improvement opportunities.

Two main topics are covered at this level:

Close Cycle Rankings – where does your organization stack up among peers in your geography, industry, size in terms of the speed with which you disclose financial results? This analysis is available customized to your organization on request.

EPMProcessBenchmarkingreport–participate in our survey to find out how your organization rates among your peers with process standards and effectiveness. This is an appropriate way to identify gaps where your process may lead ahead of or lag behind industry standards and competitors opportunities.

Technical Health Check

Even if you are confident in your team’s ability, doesn’t an occasional check-up help validate your team’s performance, and more importantly help you hedge against unseen risks? Periodic environment reviews and performance tuning are one of the most prudent steps to help you avoid dreaded downtime or sluggish performance, which ultimately drives your user satisfaction down.

Buying an Adequate Level of Service

The solutions and concepts outlined in prior sections are recommended for all of our clients, but we have found many clients looking for additional continued support post go-live. Column5 has

for additional continued support post go-live. Column5 has assembled a number of services designed to fill

assembled a number of services designed to fill any gaps in your EPM deployment plan.

Extended Support

Extended Support offers a wide range of online support sessions and vendor support issue-tracking for technical and application issues. Whether you need answers to “how to” questions, a health check, performance tuning, or an investigation of deeper problems, Column5 Extended Support gives you peace of mind. Depending on your organizational needs, Extended Support is available in Basic, Enhanced, and Premium plans—each of which gives you a preset number of support hours per month. Options include vendor liaison services to see software support issues through to resolution, rapid troubleshooting through the Column5 data center, and guaranteed response times of 24 hours or less.

Managed Service

Recent trends have led some companies to outsource all or part of BPC administration and maintenance. Clients have found that finding and maintaining their own internal resources to handle every aspect of their BPC environment can be tricky. Some companies struggle to support a global user community with a regional support team. Almost all find themselves committing significant resources to handle simple administrative tasks at the expense of pursuing enhancements to their EPM capabilities. Column5 Managed Service offers a remote proactive system administration. Clients are able to choose any set of support features applicable to their needs. Examples of these include: technical server administration, upgrades, functional system monitoring, planning support, and even functional enhancements.

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30

BPC UPGRADE GUIDE Hosting Column5 offers several deployment options, and among the most exciting for

BPC

UPGRADE GUIDE

Hosting

Column5 offers several deployment options, and among the most exciting for fast start-up time and cost efficiency are the cloud offerings. Column5 can host solutions temporarily internally, can deploy to the Amazon Web Services (AWS) cloud, and can leverage SAP’s HANA Enterprise Cloud (HEC) as just a few of the available deployment options. As a partner of Amazon Web Services Hosting, a system that is certified and recommended by SAP, Column5 can tailor a flexible plan that meets the needs of our clients. Benefits to the cloud deployment go beyond guaranteed system uptime and cost efficient on-demand pricing; Column5 Technical Experts can provide server stewardship, data direct and other options for data integration, and lower total cost of ownership. There is no need for Basis, Database, or operating system support.

is no need for Basis, Database, or operating system support. Confidential. Do not distribute, copy, or

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31

CONCLUSION

BPC UPGRADE GUIDE CONCLUSION Thank you for downloading our comprehensive guide on upgrading BPC. It

BPC

UPGRADE GUIDE

CONCLUSION

Thank you for downloading our comprehensive guide on upgrading BPC. It is our hope that many of the suggestions made throughout this document resonated with you and apply to your experience with BPC. However, we anticipate the net effect of this information may be “where do I start?”

We know many customers are very happy with the functionality delivered by BPC in their organization. If that fits your opinion, then the experience will continue to be positive with BPC 10 on either platform. Follow the directions and advice contained within this document to proceed to the next version and enjoy better performance, improved functionality, and more value for your business.

On the other hand, perhaps you have experienced anxiety with BPC wondering “Is this how other organizations deploy BPC?” “Is this really the best performance BPC can produce?” Maybe your view of BPC is that of a “black box” and it is impossible for anyone to understand the inner workings or

is impossible for anyone to understand the inner workings or make the solution stable. While we

make the solution stable. While we hope that is not the case, we speak to customers daily that hold those views to be true.

Whether you have had a mostly positive experience or have struggled with the solution, the Column5 team stands ready to assist. A great place to start in either case is with our EPM Assessment, which is a comprehensive review of your EPM process, BPC solution, and EPM technology platform. The primary output of this review is a list of recommendations of actions to take that will improve your experience and the value returned by this solution. We encourage all customers to consider the context of the upgrade an opportune time to reevaluate your EPM progress to date.

If you have any questions or need assistance, please contact the Column5 team today.

Best of luck with BPC v10.

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BPC UPGRADE GUIDE CONTACT US AMERICAS Column5 Consulting Group, LLC 4800 N Scottsdale Rd. Ste.2300

BPC

UPGRADE GUIDE

CONTACT US

AMERICAS

BPC UPGRADE GUIDE CONTACT US AMERICAS Column5 Consulting Group, LLC 4800 N Scottsdale Rd. Ste.2300 Scottsdale,
BPC UPGRADE GUIDE CONTACT US AMERICAS Column5 Consulting Group, LLC 4800 N Scottsdale Rd. Ste.2300 Scottsdale,

Column5 Consulting Group, LLC

4800 N Scottsdale Rd. Ste.2300

Scottsdale, AZ 85251 Phone: +1 480.779.6990 US Toll Free: +1 800.360.7839 Email: info@column5.com

EMEA

Toll Free: +1 800.360.7839 Email: info@column5.com EMEA Column5 Consulting UK Ltd 4th Floor Rex House 4
Toll Free: +1 800.360.7839 Email: info@column5.com EMEA Column5 Consulting UK Ltd 4th Floor Rex House 4

Column5 Consulting UK Ltd

4th Floor Rex House 4 - 12 Regent St. London, SW1Y 4RG Phone: +44 20 7183 0760 Email: UKinfo@column5.com

APJ

Phone: +44 20 7183 0760 Email: UKinfo@column5.com APJ Column5 Consulting Pty BA Lepanto Bldg, 14th Floor
Phone: +44 20 7183 0760 Email: UKinfo@column5.com APJ Column5 Consulting Pty BA Lepanto Bldg, 14th Floor

Column5 Consulting Pty

BA Lepanto Bldg, 14th Floor

8747 Paseo de Roxas

Makati City, Philippines Phone: +632 403 5983 Email: APJinfo@column5.com

Phone: +632 403 5983 Email: APJinfo@column5.com Column5 is the leading consulting firm focused on

Column5 is the leading consulting firm focused on delivering client value by partnering with our visionary customers to aid in advancing the effectiveness of their EPM processes. Our organization’s broad capabilities, coupled with our long history of solving EPM challenges for a who’s who of leading enterprises around the world, have uniquely enabled our team to deliver high value results in complex EPM circumstances with the most advanced requirements.

Column5’s teams provide EPM consulting services with a special focus on integrating SAP’s EPM portfolio via our global network and resources in close proximity to our clients in the Americas, EMEA, and APJ regions.

Column5 is a proud member of EPM International, the SAP Partner Ecosystem, Partner Member of SAP’s EPM Advisory Council, ASUG & SUG UKI Members, Accredited by SAP’s Partner Quality Program, Named Top 100 Most Promising SAP Solution Providers by CIO Review, lauded by Gartner for our leading customer satisfaction in the 2012 CPM MQ, and 4 time consecutive winner of Fortune Magazine’s Inc. 5000 awards.

winner of Fortune Magazine’s Inc. 5000 awards. www.column5.com Confidential. Do not distribute, copy, or
winner of Fortune Magazine’s Inc. 5000 awards. www.column5.com Confidential. Do not distribute, copy, or

www.column5.com

Confidential. Do not distribute, copy, or reproduce in whole or in part without express written permission of Column5 Consulting. All rights reserved. © Column5 Consulting Group, LLC

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