Manage Role-Based Authorization for Cloud-Based SAP Integrated Business Planning

  • by Anjali Butley, Solution Architect, SAP SCM and SAP Integrated Business Planning
  • November 11, 2015
Learn how to effectively manage stakeholder access for SAP Integrated Business Planning for sales and operations 4.0.
Learning Objectives

By reading this article, you will learn how to:

  • Define roles-based authorizations of stakeholders for SAP Integrated Business Planning for sales and operations 4.0 powered by SAP HANA on demand
  • Provide security of planning data access by the right stakeholders
  • Overcome challenges of role-based authorizations for SAP Integrated Business Planning for sales and operations 4.0 powered by SAP HANA on demand
Key Concept
SAP Integrated Business Planning for sales and operations is a solution powered by SAP HANA that supports an organization’s end-to-end sales and operations planning business process on the cloud. In SAP Integrated Business Planning for sales and operations, all related data is stored and calculated in a real-time in-memory database. Information for sales and operations planning requires different types of planners (e.g., a demand planner or a supply planner) who collaborate with each other in real time. The challenge for an organization is to provide the access and authorization for the right users for the right sales and operations planning results.

SAP Integrated Business Planning for sales and operations is a periodic business process that involves focusing on and synchronizing financial, demand, and supply planning. Most organizations follow a monthly process that consists of demand review, supply review, pre-sales and operations planning review, and executive review. Organizations may have many process steps according to their requirements.

The sales and operations planning process requires up-to-date forecast data to plan sales, production, inventory, customer lead time, customer back orders, new product developments, strategic initiatives, and financial plans. The planning horizon and frequency to execute the sales and operations planning process vary based on the specific industry and planners. Different planners have different roles and accountability for executing and governing a sales and operations planning cycle. For executing the sales and operations planning cycle, planners require access to sales and operations data based on their roles.

Various planners can plan what-if simulations in real time and plan very quickly at all levels due to the in-memory computing platform. SAP Integrated Business Planning for sales and operations enables real-time collaboration with various stakeholders to take input and consensus with transparent data to achieve an organization’s common goal — volume, revenue, and profitability. The SAP Integrated Business Planning for sales and operations’ user interface is based on Microsoft Excel and web services.

I explain how to manage stakeholders’ authorizations to ensure access to the right planning data at the right time by the right user for better sales and operations planning results in real time.

I also list a few helpful hints for you to use in the “Tips” sidebar.

Roles of Stakeholders

SAP Integrated Business Planning for sales and operations integrates with the following SAP applications:

  • SAP ERP Central Component (ECC)
  • SAP Advanced Planning and Optimization (SAP APO)
  • SAP BusinessObjects Business Intelligence (BI)/SAP Business Warehouse (BW)
  • SAP Business Planning and Consolidation (SAP BPC)
  • SAP Customer Relationship Management (SAP CRM)

It also integrates with other system applications.

Anjali Butley

Anjali Butley has more than 20 years of strong functional, business, and IT experience with domain expertise in supply chain planning and logistics.

She is a business analyst with more than 18 years of SAP experience in design and development of integrated supply chain solutions for large-scale enterprises. Her expertise includes process modeling, business process analysis, application implementations, production support, and presales across multiple client engagements in the SCM domain.

She has executed various types of SAP projects, such as implementation, global rollouts, enhancement, production support, business consulting, and program and project management in multicultural environments worldwide. Her industry exposure includes areas across major industry verticals, including IT consulting, consumer, high technology, life sciences, pharmacetutical, and discrete manufacturing.

She is always interested in exploring new SAP SCM applications and products and sharing her learning experiences with the SCM worldwide community.

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