on ‎2016 Mar 08 9:19 PM
Does anyone use SAP-BPC (version 10, Microsoft Platform) to keep an inventory of business plans / commitments?
For example, if we have an Excel ROI template that people are required to complete to justify a project how could we track those plans in a system versus keeping separate excel spreadsheets. Any feedback or thoughts that anyone has on this is appreciated. If you haven't used SAP-BPC but have utilized a different tool or system to track these types of commitments, feedback on that is appreciated as well.
Thank you,
Kim
(Cincinnati Children's Hospital - Healthcare Industry)
Request clarification before answering.
Without knowing how your Excel templates are structured or built it would be difficult to give a pertinent answer. So take my answer with a grain of salt please.
From my experience, anyone using Excel to manage a specific area of the business is for the lack of a better and a more specialized tool.
Excel is great because is so versatile and you can implement virtually any solution fairly easily. But as soon as you want manage and centralize the information stored that way it becomes problematic. It would be helpful if you could post one of the templates but it doesn't sound like BPC is what you need.
It sounds like you need a form system (a simple web page(s) can do it) to capture the information the users normally submit via Excel. Then all the entries can be stored directly into a structured format (usually a relational /SQL database) and once it's there you can virtually do anything with it - report from it, track it, summarize it, prioritize it, etc.
Any web developer should be able to do this in a couple of days. Obviously you will then want manage (track, route, approve) these submissions and that may take a little longer to implement. The key to this is to have clear requirements and what features you actually need from such a system. Then prioritize the requirements and implement them step by step so each step that is implemented has an actual tangible business value (for example having a form the users can use and submit has a directly tangible business value, designing the database back end does not).
I hope this helps.
Stefan
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Thank you for your reply Stefan. I will reach out to the area who manages the current Excel ROI template and see if I can't get a copy to upload as an example to help facilitate the discussion.
I should also clarify that we currently use BPC v10.0 MS platform for our budgeting system (not looking to purchase it just for this purpose). We are interested in using the system (versus purchasing a new tool) to track our business plans to centralize the process rather than using independent excel spreadsheets. The intent of this original question was to see if anyone else out there has used BPC in a similar way.
Hi Kim,
You could try to create a Capital Projects model in BPC.
The only issue is that you may need to create a Generic Project dimension mixed in with actual projects you already know about and unknown projects.
i.e.
ALL_Projects
-Known_Projects
--New_Hospital_Reno_1
--New_Hospital_Reno_2
-Unknown_Projects
--Project_1
--Project_2
For the unknown projects, you could use the EPM Add-In comment feature/ function to add more details around what the new project (i.e. Project_1) will be used for.
You could then transfer these capital projects (totals) to your main finance model.
HTH
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Thanks John - I think this is what we are leaning towards doing. We just weren't sure if anyone else had used BPC in this way or not (or if there were other solutions out there that would be more efficient). Thank you for the suggestion - that makes sense to me...I definitely think we would need a way to track both known projects and unknown projects. We have a similar process on how we handle Federal Grant money coming in to the hospital for research, so the concept is already there in our current environment.
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