SAP Enterprise Performance Management

SAP BusinessObjects enterprise performance management (EPM) solutions provide a single, consistent view of information. The EPM solutions help organizations improve strategic planning, streamline budgeting and forecasting, improve the accuracy and consistency of financial and managerial reports, develop intuitive profitability models, and support a corporate culture that values fact-based analysis. They can do all this without disrupting the existing system landscape or requiring wholesale upgrades of IT infrastructure.

Links to important components of EPM.

• Data Enrichment and Classification
• Disclosure Management
• EPM add-in for Microsoft Office
• Financial Consolidation
• Financial Information Management
• Intercompany
• Notes Management
• Planning and Consolidation
• Profitability and Cost Management
• Spend Performance Management
• Strategic Workforce Planning
• Strategy Management
• Supply Chain Performance Management
• Sustainabillity Performance Management
• XBRL Publishing

UNISIS SAP EPM implementation methodology

PHASE 1: SAP EPM Project Prepapration

Initial Planning and Preparation

Define the project goals, scope and objectives

Identify, on-board and train Team Members

Project Deliverables

Project Scope Defined

Implementation Plan & Rollout Strategy

Detailed Scope Document

Costs and Benefits Validation

Project Standards

Project Infrastructure

Knowledge Transfer Approach

Implementation Workplan

Master Data Design

Interface List

Testing Strategy

Data Cleansing Strategy

Milestones and Key Decisions

Corporate Review Completed

Scope Defined

Project Team Staffed and Trained

Project Team Organization, Responsibilities and Location

Roll-out Plan Mandates/Constraints

Policies for To Be Finance Organization

System Retirement Objectives/Mandates/ Constraints

Training Budget and Approach

Key Stakeholders for Communications Identified

Implementation Plan in Place

PHASE 2: SAP Business Blueprint

To create a body of work, know as Business Blueprint that

Aligns business requirements to the SAP business model

Documents the TO-BE process models

Describes the solution design

Identifies additional functional and technical requirements

Obtains business sign-off on requirements and design

Blueprinting is dedicated to support value delivery

Deliverables

Project Plan Update

Complete, documented and signed off

Business Process Hierarchy and Design

Value Association on Process Level

Solution Design

Gap Identification and Resolution

Solution Landscape and Architecture

Assessment of Organization and Business Process Changes

Confirmation of Implementation Date

Milestones and Key Decisions

Completed and signed off Process Design

Completed and signed off Solution Design

Completed and signed off gap identification and resolution

Phase Quality Assessment

Communication Plan

PHASE 3: Realization

The purpose of Realization phase is to

Build and Test a Complete Business and System Environment

Develop Training Material and End User Documentation

Obtain Business Approval

Deliverables

Test Data and Configuration

Business Process Procedures

Quality Assurance System Environment

Production System Environment

Develop and Test Interfaces, Conversions and Reports

Evaluate and Enhance Security and Controls

End-User Training Material and Plan

End-User Training System Environment

Data Conversion Plan

User Acceptance Test

Milestones and Key Decisions

Project Team Trained (Realization)

Final Design and Configuration

Integration Test

End-User System Infrastructure

User Acceptance

Phase Quality Assessment

Readiness Review

 

 

PHASE 4: Final Preaparation

The purpose of final preparation phase is to

Prepare System for Production Release

Prepare the Internal and External Organization for Go-Live

Deliverables

Data Converted

Cut-Over Plan

End-Users Trained

End-User System Ids Created

System Support Organization in Place

Help Desk

Technical Support

Operational Production System Environment

Milestones and Key Decisions

Organizational Changes Implemented

Go/No-Go Decision

PHASE 5: GO-Live and Support

Business Owns and Executes New Business Processes and Systems

Monitor Business Process Results

Monitor Production Environment

Establish Center of Excellence for Support and Enhancements

Deliverables

Live Production Environment

Operational Help Desk

Cut-Over and Conversion Activities Completed

Post Go-Live End-User Training

Updated Business Case

Lessons Learned

Milestones and Deliverables

Go-Live

Project Close

PHASE 6: RUN SAP

The purpose of this phase is to RUN SAP

Run implemented SAP solution

Optimize solution operation by implementing SAP Operation standards

Deliverables

Assessment of Operation Standards for optimize solution operation

Identify scope

Setup project schedule for implementing

For each relevant Operation Standard

Design of processes, organization and roles, blueprint for tool usage

Setup of processes, organization and roles, tool setup

Transition into production incl. training and rollout

Operating

Milestones and Deliverables

Identification of Operation Standards for optimize solution operation

Design, Setup and Operation of SAP Operations Standards

Tool implementation (mostly SAP Solution Manager scenarios for operation)