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Planning with SAP - increasing success with cross-departmental planning

What solutions does SAP offer for efficient corporate planning? How does cross-departmental planning optimize your business processes? What is cooperative corporate planning and how does it contribute to success? These and other questions are answered here.

Best possible planning - maximum benefit. How can SAP solutions support you?

Corporate planning is a decisive factor for the long-term success of a company. It enables goals to be defined, resources to be used efficiently and market opportunities to be exploited proactively. Modern technologies play a central role in this by enabling complex data analyses and supporting decision-making processes with precise forecasts. Tools such as Business Intelligence (BI) can help to predict trends and thus significantly improve planning. This allows you to steer your company's efficiency in an even more targeted and successful direction: experience is only valuable if future decisions are derived from it. Benefit to the maximum from precise, fast and standardized planning processes - with optimal support from users in the finance and specialist departments. 

Planning

Planning with the SAP Analytics Cloud (SAC)

  • Individual planning applications for different recipient groups can be set up quickly and easily
  • Integration of artificial intelligence to gain new forecasts and insights
  • Possibilities for users to individualize the respective reports (self-service)
  • Everything in one place: a central planning andreporting platform and use on all common devices (laptop, tablet, smartphone, etc.)
Planning

Planning
Starter Sets

Our starter sets for planning provide an efficient and comprehensive solution for the following topics:

  • Perfect Match: SAC + SAP S/4HANA = Optimal financial planning
  • Plan consolidation with SAP Analytics Cloud
  • Predictive Sales Forecast
  • HR Workforce Planning & Simulation

Planning with SAP offers these advantages:

Real-time data integration for up-to-date analyses

Better decision-making with integration of all planning data

Increased efficiency through automation of routine tasks

Intuitive user interface for easy use

Customization options for individual applications

FAQs Planning with SAP

Strategic planning deals with long-term goals and the direction of the company, while operational planning involves the short-term implementation of strategies into concrete actions.

  • Business intelligence (BI): SAC combines data from a wide variety of sources (internal, external, on-premise, SAP and non-SAP) to create the basis for solid (real-time) analyses, even for complex questions or problems. The results and findings can be visualised via ad-hoc reports.
  • Planning: SAC removes the separation between reporting and planning, with separate planning environments no longer necessary. Data can now be entered directly (i.e. without moving it back and forth), and actual data integrated into different planning versions. Integrated, interactive functions for live collaboration (e.g. comments, chats and calendars) make planning processes significantly faster and more efficient.
  • Forecasting: With the functions already integrated into the standard system, various forecast models can be generated for end-users based on time series analyses. There is also the opportunity to use "smart insights" to identify certain correlations of effects based on various factors of influence (e.g. turnover, sales area or product groups). In addition, value factor trees can be determined and alternative courses of action simulated.

The SAP Analytics Cloud (SAC) is not just a tool for visual presentation - it represents a unified concept with a strategic element. The SAP product combines all the relevant BI/analysis, planning, data connection, dashboarding, reporting, simulation and advanced analytics functions on a single platform that can be extended with options for forecasts via predictive analytics. The individual functionalities complement each other and thus increase overall performance, with the possibility of seamlessly integrating a wide variety of data sources (including on-premise and non-SAP) at the same time.

Central access via self-service BI enables end-users in the business units to retrieve and visualise data directly and in a very user-friendly way, and also create their own reports and stories. IT provides the governance and qualitative data centrally for this purpose, with users networked via one single platform and able to benefit from simplified cooperation through modern, interactive collaboration functions.

Individual analyses using SAC are based on what is known as storytelling, with each story consisting of various elements (e.g. diagrams, tables and geo-analyses). The SAC system generates suggestions for visualisations and the structure of storyboards, with reports and dashboards created intuitively. SAC is currently the only SAP product that has already fully implemented the standardised (and highly beneficial) visualisation based on the IBCS® notation concept, which removes the need for add-ons from external manufacturers.

Thanks to the high-performance in-memory technology of SAP HANA, detailed data analyses can be carried out in real time using SAC, with a dedicated app also available for use. A responsive design component enables the displays to adapt to the end device. SAC can be used very easily and cost-efficiently as an SaaS (software-as-a-service) solution, with the software therefore always up-to-date and providing maximum performance. The SAC can also be implemented quickly, enabling a productive start at short notice.

Cooperative corporate planning involves various stakeholders and departments in the planning process in order to ensure a comprehensive view of the company and create synergies.

Corporate planning covers various areas, including sales (including sales and marketing planning), personnel planning, investment planning and financial planning, which includes aspects such as liquidity, cash flow, balance sheet and income statement.

Cross-departmental planning with SAP enables departments to work together more effectively, consolidates data and creates a uniform understanding of the company's goals.

SAP offers tools (e.g. SAP Analytics Cloud) for data visualization and analysis that enable companies to understand their results and make informed decisions.

  • Seamless combination of business intelligence, planning and generative AI on a single platform
  • Highly user-friendy courtesy of self-service BI
  • Ability to use the IBCS® notation concept for maximum efficiency in decision-making
  • Interactive functions for collaboration and planning
  • Finance: Push for collaborative business planning that harmonises operational plans with financial targets.
  • Marketing: Create more effective marketing plans and align them with your business goals. Forecast the impact of campaigns on sales and optimise campaign effectiveness, combined with accurate tracking of results.
  • Distribution: Develop new sales plans and strategies. Track results in each channel and set targets along the way. Use advanced data visualisation tools to view and measure results in real time.
  • Human resources: Align HR planning with business objectives. Ensure the availability of the right skills at the right time by forecasting risks and skills gaps. Continuously optimise overall HR planning.
  • Logistics: Combine all the functions of planning (sales, production, demand and procurement) with inventory management. Meet demand profitably with real-time planning of your logistics chains.
  • IT: Support your company's strategic goals in a targeted way. Coordinate your IT measures and budgets using a single solution that enables you to break down planning into projects, hardware, software and other expenses.
Your contact for reporting and planning topics

"Reporting and planning in finance are like a company's navigation system: they provide the crucial data and forecasts to set and maintain a clear course for financial success."

Philipp May, senior SAP Analytics consultant
Philipp May
Head of reporting workshop

Make the most of our planning expertise

Unleash the full potential of your corporate planning. Our experienced team will help you not only to expand your planning processes, but also to make them as efficient as possible.

Maximize the efficiency of your planning processes through the use of advanced technologies. We use our expertise to help you integrate innovative technology solutions that take your business planning to the next level.

Our services include, among others:

Responsibility

Assumption of overall responsibility for "planning" in the event of expansion or new installation

System architecture

Design of system architectures in the context of SAP Analytics Cloud (SAC) and SAP Datasphere (DSP)

Practical implementation

Development and implementation of dynamic, customer-specific planning masks and dashboards based on the SAP Analytics Cloud (SAC)

Interative applications

Development and implementation of interactive planning applications based on the SAP Analytics Cloud (SAC)

Framework

Development, setup and implementation of an efficient reporting framework

Support

Support with application questions/problems and ensuring smooth functionality

KNOWLEDGE

Useful information

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