Technical upgrade service from BPS or BPC to BPC v10. BPC Upgrade to ...
Upgrading to BPC 10 from a prior version is simpler than upgrading from BPS,
but.
BPC Upgrade to v10 Technical upgrade service from BPS or BPC to BPC v10
Method360 EPM Practice 2012
Method360 technical BPC upgrade service
1. Method360 BPC technical upgrade service: 2. Upgrade scenario overview a) BPC Conversion b) BPC Upgrade 3. BPC 10 Features & Functions 4. Appendix
Content
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
BPS Conversion
Project Phases
BPS vX Discovery
Upgrade
Blueprint
Deliver
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.
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 Cutover plan & Execution
Support
One page cheat sheets with login and navigation reminders, including screenshots
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. 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..
BPS Conversion
Roles
The client roles listed below can be supplied by Method360, in the event in-house resources are not available. Roles
Descriptions
Method360 Roles Project Manager / Team Lead
Responsible for timeliness and quality of delivery
Sr. BPC Functional
Responsible for Input Schedule and Reporting functionality, along with testing and training documentation
Sr. BPC Technical
Responsible for BADI/BAPI development and BW environment, and any programming or technical documentation required
SAP BASIS
Responsible for running upgrade sequences and managing BASIS issues as well as applying notes
Client Roles Change Leadership
Responsible for testing and training strategy, documents and delivery
Business Functional
Responsible to sign off on all functional documentation and make business decisions as they relate to project activity
IT Technical
Responsible to sign off on all technical documentation and make systems decisions as they relate to project activity
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
Month 1 1
2
3
Month 2 4
5
6
7
Month 3 8
9
10
11
Month 4 12
13
14
15
Phases BPS vX Discovery Blueprint Upgrade Test Deliver
For a custom built cost and timeline estimate based on your requirements, please contact Method360
Month 5 16
17
18
19
Month 6 20
21
22
23
Month 7 24
25
26
27
Month 8 28
29
30
31
32
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.
BPC upgrade to v10 Deliverables
M360 Template
Deliverables 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..
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
Descriptions
Method360 Roles
Project Manager/Team Lead
Responsible for timeliness and quality of delivery
Sr. BPC Functional
Responsible for Input Schedule and Reporting functionality, along with testing and training documentation
Sr. BPC Technical
Responsible for BADI/BAPI development and BW environment, and any programming or technical documentation required
NW BASIS
Responsible for running upgrade sequences and managing BASIS issues as well as applying notes
Client Roles Change Leadership
Responsible for testing and training strategy, documents and delivery
Business Functional
Responsible to sign off on all functional documentation and make business decisions as they relate to project activity
IT Technical
Responsible to sign off on all technical documentation and make systems decisions as they relate to project activity
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
Month 1 1
2
3
Month 2 4
5
6
7
Month 3 8
Phases Prepare Upgrade Test Deliver
For a custom built cost and timeline estimate based on your requirements, please contact Method360
9
10
11
Month 4 12
13
14
15
Month 5 16
17
18
19
20
BPC 10 Features and Functions Method360 EPM Practice 2012
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
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
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. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Excel and EPM Integration Manage on the Move Ease of Use Quick cycle to publish results Enhanced comment functionality Advanced consolidation features BOM Drill Downs Automated Variance Indicators Drill Down to ECC GL Improved TCO
Appendix Method360 EPM Practice 2012
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.
Appendix
Method360 Overview
Leading Consulting Services company Headquarters in San Francisco, CA ‒
Local offices in San Diego, Pittsburg, and Calgary
Celebrating our 11th 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
Contact Us:
Vice President, EPM Solutions Greg Stimpson 925.640.8785
[email protected]
