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Extended Planning and Analysis (xP&A) with SAP Analytics Cloud

What is Extended Planning and Analysis (xP&A)?

Briefing:

The Extended Planning and Analysis is a prepackaged content for SAP Analytics Cloud designed to establish a simplified, comprehensive planning process by bringing together financial, supply chain, and workforce planning. By creating one connected plan across lines of business, they can strengthen collaboration throughout the organization.

The challenges:

Conventional financial planning methods often revolve around summarizing financial data, yielding a basic comparison of actual figures against projected numbers within a financial statement layout. Although this output remains essential, such approaches tend to fall short in delivering substantial value to the organization due to the ensuing obstacles:

  • Prolonged time cycles
  • Limited relevance to day-to-day operations
  • Absence of transparency and integration with key business drivers, key performance indicators (KPIs), and insightful analytics
  • Incapacity to delve into the fundamental causes of issues
  • Constrained scenario exploration and modeling capabilities

Consequently, enterprises find themselves grappling with compartmentalized planning perspectives, devoid of collaboration or cohesion among planners. The outcome is disjointed plans and a lack of comprehensive transparency spanning the entirety of the business. This circumstance hampers their ability to adeptly respond to unforeseen circumstances and trials, such as escalating costs and disruptions in the supply chain.

The solution:

The Extended Planning & Analysis (xP&A) takes an innovative approach to planning that harnesses the prime attributes of financial planning and analysis (FP&A), including continuous planning, predictive forecasting, cutting-edge analytics, and vigilant performance tracking. xP&A transcends the boundaries of finance, infiltrating operational departments with the prowess of FP&A.

Beyond this, it dismantles the traditional barriers segregating financial and operational domains, forging connections among strategic, financial, and operational blueprints. This unified methodology empowers businesses to navigate modern challenges seamlessly and unlock newfound avenues for profitability.

The Planning areas that xP&A covers:

Financial planning: The financial planning process in SAC uses S/4HANA predeveloped content packages allowing users to fast-track financial planning and analysis transformations; with the live connectivity between plans and actuals, automated allocations and multistep planning processes, and financial analytics dashboards.

Human resources: The Workforce planning process on SAC use SAP SuccessFactors content packages fast-tracking users’ workforce planning and analytics transformations; with detailed operational headcount planning including new hires, transfers, contingent workers, and organizational KPIs including staffing, positions, and attribution. Supply Chain: The Supply chain planning process on SAC uses SAP Integrated Business Planning and SAP S/4HANA content packages to kick start users’ digital supply chain transformations; through harvesting insights from design to operating with augmented analytics, extending supply chain planning processes with financial, strategic and operational alignment, and the simulation of outcomes based on supply chain and financial drivers.

FP&A and IFP

Either FP&A (Rapid Financial Planning & Analytics) which is finance focused, or IFP (Integrated Financial Planning) which is controlling focused, can be used depending on the business requirements. Both are packages for SAP S/4HANA accounting.

FP&A (Rapid Financial Planning & Analytics) Content is:

  • Finance/Financial Accounting focused
  • Best practices scope documentation
  • S4 on premise and cloud
  • Indirect integration to SF via S4
  • CAPEX in development
  • HR is Finance led.

Integration process of FP&A

FP&A’s Global nature requires:

  • Local and Global Currency
  • Base and Standard Unit of Measure
  • Aggregate views of Customer, Products, Jobs/Locations, and Capital Assets
  • Integration to S4, SuccessFactors, and 3rd party sources

FP&A’s Corporate nature requires:

  • Planning + Analysis; P&L, BS, Cash Flow
  • Dashboard / Visualizations / KPI’s
  • Trend, Variance, Year-over-Year analysis
  • Simple/common End-user Experience
  • Headcount + Capital Asset monitoring

SAP FP&A (SAP Rapid Financial Planning & Analytics) solutions in made up of four planning areas:

  1. FP&A \Profit & Loss / Cash Flow / Balance Sheet
  • All of the data is consolidated into this area.
  • All of the data is available by company and profit center.
  • Expense can be analyzed by cost center (but cost centers don’t carry revenue).
  • Profit centers are derived from cost centers in expense postings.

2. Workforce

  • The data originates by cost center.

3. Sales

  • The data originates by profit center.
  • Plant is required because it is needed to determine the profit center for customer sales.
  • The sales model includes a unit of measure conversion (using account properties).

4. Capital Expenditures

  • The data originates by cost center.
  • Lesson: Describing IFP and FP&A delivered content

SAP FP&A (SAP Rapid Financial Planning & Analytics) for SAP S/4HANA using SAP Analytics Cloud (New Model Type) delivered content:

Planning:

  • Prebuilt financial planning and analysis model based on SAP S/4HANA
  • Accelerators include: proposed planning process, planning input templates, plan calculations + “assumptions generator” and currency conversion
  • Profit and Loss, Balance Sheet, Cash Flow, KPI planning and analysis

Analysis:

  • Prebuilt set of analytical dashboards, key performance indicators, and predictive features (customizable as the user sees fit)
  • Accelerators include: Trend reports, Year-over-Year reports, Actual vs Plan Variance reports.
  • Simplified reporting and Analytics across financial statements and KPI’s

Integration:

  • Best Practices to integrate financial results from SAP S/4HANA into SAP Analytics Cloud, plus retract plan data back into SAP S/4HANA
  • Accelerators include prebuilt integration jobs and best practices integration methodologies + documentation
  • Plus: Rapid Sales + Rapid Workforce
(xP&A) with SAP Analytics Cloud

Available content on SAC:

Stories ID Description
SAP_FI_FPA_IM_S4FinancialPlan_DashboardSAP Finance: FP&A – Rapid Financial Planning & Analysis for SAP S/4HANA – Dashboard
SAP_FI_FPA_IM_S4FinancialPlan_InputSAP Finance: FP&A – Rapid Financial Planning & Analysis for SAP S/4HANA – Input Forms
SAP_FI_FPA_IM_S4FinancialPlan_RapidSuite_LandingPageSAP Finance: FP&A – Rapid Financial Planning & Analysis for SAP S/4HANA (3 scope items) – Landing Page
SAP_FI_FPA_IM_S4FinancialPlan_ReportSAP Finance: FP&A – Rapid Financial Planning & Analysis for SAP S/4HANA – Reports

Model IDDescription
SAP_FI_FPA_IM_S4FinancialPlanSAP Finance: xP&A: Corp FP&A – Rapid Financial Planning & Analysis for SAP S/4HANA – New Model Type – ver 4 – May 2023

SAP Rapid Workforce Planning and Analysis for SAP S/4HANA using SAP Analytics Cloud (New Model Type) delivered content:

Headcount Planning:

  • Prebuilt workforce planning model based on SAP SuccessFactors & SAP S/4HANA
  • Accelerators include: proposed planning process, planning input templates, plan calculations + “assumption generator” and currency conversion
  • Plan fires, transfers, terminations

Employee Expense Planning:

  • Planners plan employee-related expense: salary, bonus, benefits, travel, & office expenses
  • “Assumption generator” leverages historical trends into the workforce planning process
  • Enables a critical layer of cost center planning in a financial planning and analysis scenario

Integration:

  • Best Practices to integrate SAP S/4HANA & SuccessFactors into SAP Analytics Cloud
  • Accelerators include prebuilt integration jobs and best practice integration methodologies + documentation
  • Plus: Rapid Finance + Rapid Sales

Available content on SAC

Stories IDDescription
SAP_FI_FPA_IM_S4WorkforcePlan_DashboardSAP Finance: FP&A – Rapid Workforce Planning & Analysis for SAP S/4HANA – Dashboard
SAP_FI_FPA_IM_S4WorkforcePlan_InputSAP Finance: FP&A – Rapid Workforce Planning & Analysis for SAP S/4HANA – Input Forms
SAP_FI_FPA_IM_S4WorkforcePlan_Input_NewPositionsSAP Finance: FP&A – Rapid Workforce Planning & Analysis for SAP S/4HANA – Input Form – New Positions
SAP_FI_FPA_IM_S4WorkforcePlan_ReportSAP Finance: FP&A – Rapid Workforce Planning & Analysis for SAP S/4HANA – Reports
Model IDDescription
SAP_FI_FPA_IM_S4WorkforcePlanSAP Finance: xP&A: Corp FP&A – Rapid Workforce Planning & Analysis for SAP S/4HANA (+SuccessFactors) – New Model Type – ver 3 – Feb 2023

SAP Rapid Sales Planning & Analysis for SAP S/4HANA using SAP Analytics Cloud (New Model Type) delivered content:

Planning:

  • Prebuilt sales planning model based on SAP S/4HANA
  • Accelerators include: proposed planning process, planning input templates, plan calculations + “assumption generator” and currency conversion + std unit of measure
  • 4 drivers: Price, Discount %, COGS, and Quantity

Analysis:

  • Prebuilt analytical dashboard, key performance indicators, and predictive features, Customizable as user sees fit.
  • Accelerators include: Margin and KPI Trend reports, Year-over-Year reports, Actual vs Plan reports
  • Visual customer and product mix analysis of revenue, margin, price, and quantity

Integration:

  • Best Practices to integrate sales finance results from SAP S/4HANA into SAP Analytics Cloud
  • Accelerators include prebuilt integration jobs and best practice integration methodologies + documentation
  • Plus: Rapid Finance + Rapid Workforce

Available content on SAC

Stories IDDescription
SAP_FI_FPA_IM_S4SalesPlan_DashboardSAP Finance: FP&A – Rapid Sales Planning & Analysis for SAP S/4HANA – Dashboard
SAP_FI_FPA_IM_S4SalesPlan_DashboardSAP Finance: FP&A – Rapid Sales Planning & Analysis for SAP S/4HANA – Input Form
SAP_FI_FPA_IM_S4SalesPlan_ReportSAP Finance – FP&A: Rapid Sales Planning & Analysis for SAP S/4HANA – Reports
Model IDDescription
SAP_FI_FPA_IM_S4SalesPlanSAP Finance: xP&A: Corp FP&A – Rapid Sales Planning & Analysis for SAP S/4HANA – New Model Type – ver 3 – Feb 2023

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