How Deloitte uses SAP Business Planning and Consolidation to Plan Learning Curriculum Costs and Hours - September 9-11, 2013 Anaheim, California
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September 9–11, 2013
Anaheim, California
How Deloitte uses SAP Business Planning and Consolidation to
Plan Learning Curriculum Costs and Hours
Cathy Kennedy
Nelson Bradley
Learning Points
Understand how SAP Business Planning and Consolidation v10 can
be used to plan non-traditional units like Learning Hours.
See the technical architecture of a non-traditional dimensional
model in BPC.
How to use BPC to improve the work/life balance of your users
during planning cycles
2
Agenda
Introduction
Non-Traditional Business Case
Approach
Progress To Date
Demonstration
Results
Questions
Copyright © 2013 Deloitte Development LLC. All rights reserved.
Introduction
Professional Services means:
• audit,
• tax,
• consulting
• and financial advisory services.
US Firm has over 50,000 practitioners
Deloitte Services LP
Internal IT Support Organization for US Firm
Deloitte Application Studios
Analytics and Reporting Studio
Copyright © 2013 Deloitte Development LLC. All rights reserved.
Non Traditional Business Case
As a part of our World Class Talent initiative, Deloitte has
embarked on a program to improve how we fund and manage
learning delivery.
Since we deliver over 3 million learning hours to our personnel
and clients, there is a significant need to evaluate the effectiveness
of this investment.
However, it had become a significant effort to prepare the plans
every year and there was little to no analytic reporting available in
this regard.
It was apparent that a planning technology combined with
some business process change was needed to improve the
situation.
Copyright © 2013 Deloitte Development LLC. All rights reserved.
Approach
We selected SAP Business Planning and Consolidations (v10) to better
manage this process.
It will be deployed in several phases over calendar year 2013.
• Macro Planning – 1 year plan
• Micro Planning – spread by period and refined
• Forecasting – track actuals to plan and refine future plans
• Accrual Management – record obligations not yet paid
• Extensive Reporting & Analytics
What is unique about this effort is that we are not only planning
program costs but also learning hours and learners.
Copyright © 2013 Deloitte Development LLC. All rights reserved.
Progress to Date
Macro Plan
January
Analysis Actuals
(ongoing)
March
Forecast Micro Plan
August April
Copyright © 2013 Deloitte Development LLC. All rights reserved.
Technology
We used a Microsoft SQL installation for speed of delivery
Our users access it via MS Excel
Basic reporting development is within the EPM suite
Analytics and mobile reporting are in design phase now.
Copyright © 2013 Deloitte Development LLC. All rights reserved.
Why not BW?
Speed of Delivery for January release
BW system must be Unicode for V10.
Upgrades
What’s next?
SAP HANA? (BPA)
Expansion of Microsoft platform
Copyright © 2013 Deloitte Development LLC. All rights reserved.
Technical Architecture
Data Sources Database Reports and Templates
BPC
SABA
App DB Curriculum
Planning
Model
Query
Accrual
Model
Excel and EPM Add-in
Data
Manager
Packages
BPC
MS-SQL
SAP FICO ETL
Copyright © 2013 Deloitte Development LLC. All rights reserved.Dimensional Model – Curriculum Planning
# Dimensions Members Property Source
Total Firm Project Costs, Headcount,
1 Account Manual
Hours
2 CrossFSS Industry, Leadership, India, Normal Manual
3 Category ACT, PLAN, FORECAST, BUDGET Manual
INPUT, SABA, GL,FLATFILE,
4 Data source Manual
SAP,CP,ACCR,SABA_RAW
5 DeliveryType USD Manual
6 FSS – Learning Area TAX, CONSULTING, etc.. Manual
7 Organization (aka cost centers) 1. Company Code FICO
SharePoint
Course Owner, Learning
(properties
8 Project Program Area, Scenario,
input
etc.
manually)
9 Status NEW, SUSTAIN, PERFORM Manual
VIRTUAL, LIVE , eLEARNING,
10 Delivery Method Manual
UNASSIGNED, etc.
2013.TOTAL, 2013.P1 - 2013.P13,
11 Time Manual
2014.MACDimensional Model – Accrual
# Dimensions Members Property Source
Total Firm Project Costs, Headcount,
1 Account Manual
Hours
2 CrossFSS Industry, Leadership, India, Normal Manual
3 Category ACT, PLAN, FORECAST, BUDGET Manual
INPUT, SABA, GL,FLATFILE,
4 Data source Manual
SAP,CP,ACCR,SABA_RAW
5 FSS – Learning Area TAX-BR, CONSULTING-Federal, etc.. Manual
6 LineItem 1,2,3,4 Manual
7 Organization (aka cost centers) 1. Company Code FICO
SharePoint
Course Owner, Learning
(properties
8 Project Program Area, Scenario,
input
etc.
manually)
9 Status NEW, SUSTAIN, PERFORM Manual
VIRTUAL, LIVE , eLEARNING,
10 Delivery Method Manual
UNASSIGNED, etc.
2013.TOTAL, 2013.P1 - 2013.P13,
11 Time Manual
2014.MAC
12 Vendor Sears, Wal-Mart, ABC Consulting INC APDemonstration Copyright © 2013 Deloitte Development LLC. All rights reserved.
Results
Once fully implemented, we can
Accurately predict utilization of facilities, instructors & resources
Measure cost per learning hour
Analyze cost per learner & cost per course.
Compare cost per delivery method and many other attributes.
Copyright © 2013 Deloitte Development LLC. All rights reserved.Key Learnings
Having skills in VBA is very important for template development if
you want to have advanced features.
The Context menu can be confusing to users so be sure to include
training.
Reporting development is not as intuitive for end users so build
reports to get them started and provide training.
Build separate Input Templates to insert data if your model is
complex.
15Questions Copyright © 2013 Deloitte Development LLC. All rights reserved.
Contact Us
Cathy Kennedy
ckennedy@deloitte.com
Nelson Bradley
nbradley@deloitte.com
General enquiries: SAP@Deloitte.com
Follow us on Twitter: @DeloitteSAPThank you for participating.
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SESSION CODE: 1015
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