Partner Business Planning The New Partner Planning Fiori...

For internal SAP and partner use only

Partner Business PlanningThe New Partner Planning Fiori AppAnja Bernardy-RaabNovember, 2016For internal SAP and partner use only

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 2For internal SAP and partner use only

AGENDA

Intro to Partner Business Planning� A New Planning App for PE Sell Partners� Holistic Planning Approach: Numbers AND Activities

The New Planning App� Key Components� Notifications & Workflows


New Partner Business Planning AppKey Facts

The new Fiori App for Partner Business Planning:

Replaces existing PRM Adobe Form for PE Sell partners

Is accessible by partners and internal SAP employees from the SAPPartnerEdge Launchpad

Combines financial planning with activity planning for DG/marketing andreadiness/enablement – holistic planning approach

Mandatory for all PE Sell partners, fully launched in January 2017

https://pwp.sap.com/sappartneredgelaunchpad


Holistic Planning ApproachCombining Financial Plan with Activity Plan

� Drive a holistic partner business planning approach

• Create financial plan for the year

• Identify required Demand Generation activities & addthem to the partner business plan

• Achieve better linearity of MDF consumption & moreimpactful use of MDF (no last minute MDF claims forirrelevant stuff)

• Identify required Readiness/Enablement activities & addthem to the partner business plan


Partner Business PlanAccess the App via the SAP PartnerEdge Launchpad

– Access the PartnerBusiness Planning Appvia this direct link:https://pwp.sap.com/businessplanning

– The app is alsoavailable on the SAPPartnerEdgeLaunchpad

https://pwp.sap.com/businessplanning

https://pwp.sap.com/sappartneredgelaunchpad


Partner Business PlanPlanning Home Screen when you start

– Lists all partnerbusiness plans you areresponsible for

– List will be empty withfirst log on

– Click on Create Planand select the plan youwant to create from thelist


Partner Business PlanOverview

– Plan header showscore data relating tothe plan– You can edit header

data to assign differentcontacts to the plan

– Business plan sectionscan be access directly

– Overview consists of– Company Strategy

– Enter Strategysummary in text boxes

– Keep Currency ondefault EUR or otherbase currency

– Save business plan byclicking on Save

Test Partner


Partner Business PlanFinancial Planning

– Access FinancialPlanning section– You can access each

section via drop downat the top

– Or by scrolling down onthe page

Test Partner


Partner Business PlanMarket Penetration

– Access FinancialPlanning section– You can access each

section via drop downat the top

– Or by scrolling down onthe page

– Market Penetration– plan for Net New

Names &– Innovation Adoption– Plan number of deals

Test Partner


Partner Business PlanRevenue Planning – Planning Template

Q1 Q2 Q3 Q4 TotalB1BAIO & S/4HANALoBSAP AnalysticsSAP DB & DBMSAP HANAB1BAIO & S/4HANALoBSAP AnalysticsSAP DB & DBMSAP HANAByDCECHCMHCPS/4HANA CloudSRMByDCECHCMHCPS/4HANA CloudSRM

Application

Platform

Application

Platform

Reve

nue

forG

ener

alBu

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ss

Lower GB (OnPrem)

Upper GB (OnPrem)

Lower GB (Cloud)

Upper GB (Cloud)

Q1 Q2 Q3 Q4 TotalB1BAIO & S/4HANALoBSAP AnalysticsSAP DB & DBMSAP HANAByDCECHCMHCPS/4HANA CloudSRM

Application

Platform

Reve

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forL

arge

Ente

rpris

e Large Enterprise(On Prem)

Large Enterprise(Cloud)

Break down of quarterly figures per Industry


Partner Business PlanRevenue Plan – General Business

Maintain plan figures for General Business Total OR Lower& Upper GB� When maintaining Total GB figures

– Plan figures will be automatically distributed to Lower& Upper GB (65% / 35%)

� When maintaining Lower & Upper GB figures– GB Total will be updated automatically and cannot be

maintained manually

Industry distribution has to be defined either for TotalGeneral Business OR Lower & Upper GB


Partner Business PlanExample: Revenue planning for Lower GB

– Enter plan values perquarter for each solutionsection

– Click on to add a line– Click on to delete a

line from the plan– Fill in all relevant sections

– General Business or planmore granular:o Lower GB (Cloud/On-

Prem)o Upper GB (Cloud/On-

Prem)– Large Enterprise

(Cloud/On-Prem)


Partner Business PlanMaintain Industry specific plan figures

– After entering quarterlyfigures

– Click on to breakdown quarterly figureper industry– Select industries from

drop down– Total needs to add up

to quarterly total (if not,quarterly total will beadjusted accordingly)

Test Partner


Partner Business PlanPlan figures in Display mode

– Plan totals shown inheader

– To display headermove mouse over topright screen – dropdown arrow will show

– Industry break down ofquarterly figures can beaccessed via hyperlink

Test Partner


Partner Business PlanDeal Registration & Capacity

– NEW – plan total targetyou as a partnercommit to deliver viadeal registration as aresult of your DemandGeneration Activities

– Capacity– Plan for marketing,

sales, presales andconsulting resourcesFTE

– Available capacitysupports revenue anddemand generationplan

Test Partner


Partner Business PlanDemand Generation & Readiness Activities

– Add planned activitiesper quarter

– MDF details to supportplanning of DemandGeneration activities– MDF available– MDF reimbursed for an

activity– Track status of DG &

Readiness activities– In case the list is long,

leverage filter and sortoptions

Test Partner

Test Partner


Partner Business PlanHome screen with plans

– By default all plansyou are assigned inPRM are shown

– Filters are available toreduce list if required


Partner Business PlanNotifications & Workflows

The following 4 notificationsexist in the new planning app:

• Partner Business Plan wassubmitted

• SAP Partner Managerapproves Business Plan

• SAP Partner Manager rejectsBusiness Plan

• SAP Business Plan for[Partner Name] re-opened

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