sap real estate industry china best practice (cbp) … · 7/28/2016 · closing management procure...

Allen Fang, SAP DBS

July 26, 2016

SAP Real Estate Industry

China Best Practice (CBP) Solution

RE-CBP General Introduction

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 3Internal

What is RE-CBP?

A solid foundation of comprehensive and integrated solution for real estate industry

Developed to help companies benefit from proven best practices in the industry

Designed with China localized features and functionalities to power your business

Provide predefined business scenarios and reusable documentation


Where is the CBP in the architecture of SAP RE Solution

Project

Operation

Land Acquire Construction Sales/Leasing

Property Mgmt.

Land

Decision

Land Acquire

设计标准

设计计划

设计成果

Project Plan

Project

Progress

Project

License

Project Data

Project Cost

Contract

Execution

Procurement

Change

Management

Value

Management

Payment

Settlement

Design

Standard

Design Plan

Design

Result

Sales

process

Customer

Relationship

Contract

Management

Commission

Management

Unit Leasing

Leasing

Contract

Lease

Settlement

Maintenance

Plan

Maintenance

Order

Maintenance

Cost

Financial Accounting Financial Journal AR/AP Assets Accounting Capital & Financing

Customer

HR

Finance

Procurement

Investment

Products

Membership Predictive Precision Customer

Analysis Marketing Value

Org./HR Payroll Recruitment Employee

Performance Dev.

Budgeting Financial Capital Compliance

Strategy Management & Auditing

Tendering Supplier Supplier Procurement

Management Collaboration Performance

Land Investment Project Investment

Information Decision Follow up Monitoring

Product Product Product

Planning Evaluation Database

Leasing

Management

Community

e-commerce

HR Cloud

Procurement Cloud

Travel & Expense

Cloud

Outsourcing Cloud

Resource

Service

SAP HANA

SAP Enterprise Data Warehouse Business Intelligence/Big Data

CRM Cloud

E-Commerce Cloud

Group/Regional/Project Data Authorization/Process Hierarchical control


Synchronized Data Standardized Business Management

RE-CBP: A comprehensive and integrated solution

PROCESSING

Big Data / BI

Enterprise Portal Mobile Internet

Investment Dynamic MarginTotal Budget Management

Value Management

PerofrmanceAnalysis

Consolidation Statement

Treasure Management

Meetin

g

Man

ag

em

en

t

EvaluationConstruction & SalesTendering & Procurement

DetailedDesign

OverallDesign

Initialization

Feas-ibility

Delivery

Operation

Goal

OperationPlan

StrategyGoal Group

Division

Subsidiary

Classified Objective

Management

Delive

rab

le

Man

ag

em

en

t

Perfo

rman

ce

Man

ag

em

en

t

Kn

ow

led

ge

Man

ag

em

en

t

CCM

PLM

BEFORE AFTER

CR

M

Dynamic Process Monitor

SLM

FIMSR

M


RE-CBP Business Processes Overview

Kick-off Meeting

Commencement Commencementof Sales

CompletionLand Acquiring

Settlement

FeasibilityOverall Design

DetailedDesign

Tendering & Procuremnt Construction Delivery

SLM

PLM

Land Preparation

Land Acquire

CC

M

Market position

Sales revenue/payment forecasting

Campaign expenseCampaign plan Campaign activity

Certification procedure

Land Acquire Sales

FIM

Quality Management, Meeting ManagementOverall Design

Detailed Design

Design Adjust

MarketingReserva

tionContract Payment Dunning Delivery

Project Schedule Management

Construction Preparation

Construction Process

Construction Delivery Maintenance

Evaluation

Resource Management, Deliverable Management

Treasury Management , Total budget management , consolidation statement, business analysis report

Outgoing Payment Incoming PaymentRevenue & Cost

ConfirmationCost Provision Product Delivery

General Ledger AR/AP AA Bank ManagementDocument management

Multiple Account Principle and multiple currency

management GL Account ManagementVender/Customer

ManagementAsset master record

managementBank account management

Month-end Closing

Management

Procurement

strategySourcing

Eng. Procurement

Mat. ProcurementContract Planning

Change Management

Payment Management

Cost Calculating Cost Planning Actual Cost Mon.&Contrl.Post-project Cost

Evaluation

Contract Management Settlement Vendor Evaluation


RE-CBP Function List

Enterprise Portal Mobile

System Config. Master Data Management Reporting

Org

an

izatio

n a

nd

Au

tho

rizatio

n M

an

ag

em

en

t

Wo

rkflo

w In

terfa

ce

PLM CCM SLM FIM

Land Info Management

Project Plan Management

WBS Management

Deliverable Management

Area Management

Product Category Management

Construction Quality Management

Meeting Management

Performance Management

Inventory MGT

Price MGT

Customer MGT

Sales panning MGT

Sales process MGT

Campaign expense MGT

Delivery and aftersales MGT

Commission MGT

Value MGT

Mobile sales MGT

Special business MGT

Master Data Management

Outgoing payment

Cost provision

Incoming payment

Revenue & Cost confirmation

AR/AP

Bank Management

Month-end

ClosingDocument

management

Treasury Plan

Report

Loan Management

Product Delivery

General Ledger

Cost Elements Management

Cost Planning

Contract Planning

Actual Cost Mon.&Contrl.

Tendering

Contract Management

Change Management

Payment Management

Material Procurement

Vendor Evaluation

Cost Indicators & Cost Evaluation


RE-CBP System Landscape

Legacy

System

Workflow

SAP HANA / xDB

BPCBOAnalysis Reporting

CockpitTotal Budget Management

Consolidation Statement

MobileEnterprise Portal

SAP ECC

SAPRE-CBPPLM

CCM SLM FIM

Master DataArea, Product Category, WBS, Account,

Customer, Supplier, etc.

SAP RE-FX SAP PI

Project Lifecycle ManagementDo the right thing, and do it right!


FIM

SLMCCM

Project Lifecycle ManagementDo the right thing, and do it right!

Effective Quality Control

• Deliverables as Complete Mark• Integrated Meeting &

Deliverable Schema

Performance Analysis in Real-time

Evaluation tied to Plan ExecutionImprove Profit with Suitable Motivation

Dynamic Process Monitor

• Progress Trace in Real Time• Dynamic Risk Warning

Continuous Management Evolvement

• Analysis & Feedback on time

• Targeted Improvement

Classified Objective Management

• Unified standard• Effective collaboration• Rollout Management

StrategyGoal

OperationGoal

OperationPlan

Project Dimension

EnterpriseDimension


EvaluationDelivery

Business Process Overview

Master Data( WBS, Product Category, Area Index, Deliverable Schema）

Reporting / Performance Analysis

Construction & SalesTendering & Procurement

DetailedDesign

OverallDesignInitializationFeasibility

Area ManagementLand

Management

Project Plan Scheduling

Project Execution & Monitoring(Progress Control, Deliverable Management, Meeting Management, Certification Procedure)

Specific Working Plan

Evaluation

Construction Process Management(Quality Management)

Design

Commencement Commencement of Sales

Completion Delivery+/- 0Land

AcquiringKick-offMeeting

Settlement


Land Management

Deliverable

Management

Misce

llan

eo

us

Fun

ction

Meeting Management

Key Plan Node

Assessment

Group Planning Template Config.

Plan Administration

Area Model

ManagementWBS Model

Product Category

Management

Group

Project

Master Data

Division Planning Template Config.

Project Plan

Scheduling

Plan Management

Project Plan Adjustment

Project Plan Alert Config.

Plan Exec. & Monitor

Node Plan Progress Trace

Node Plan Progress Alert

Project Plan Progress

Assessment

Plan Trace and Approval

Area Management

Function Overview

CCM

FIM

SLM

Workflow

System

Legacy System

Design Area Maintenance

Land InfoMaintenance

Construction Quality

Management

WBS / Product Category

Management

Cost & Contract Management (CCM)Value-added cost and contract management for real estate project


FIM

SLMPLM

RE CBP - Cost & Contract ManagementValue-added cost and contract management for real estate projects

Contract Planning

Connection between cost and contracts

Assign contract target cost

Define contract scope

Cost Mon. & Contrl

Cost-in-process monitoring

Cost details tracking

Warning/Circuit-breaker

Cost Planning

Target of cost controlling

Assign responsibility and define KPIs

Calculating by phases/stages

Tendering

Tendering processes management

Multiple procurement strategies

Material library/Price library

Cost Evaluation

Final evaluation

Comparison with benchmarks

Cost indicators library

Contract/Change/Payment Mangm

Cost carriers to control

Online management to achieve transparency

Cost allocation among phases and product categories

Paying within the funding limit

Mon & Contrl

Gro

up

Div

isio

ns

Subdiv

isio

ns

Cost Indicators

Library



Materials, Suppliers, Cost Elements

Report & KPI

Commencement

Commencement of sales

Completion Delivery+/- 0Land

AcquiringKick-off Meeting

EvaluationConstruction & SalesTenderingDetailed Design

Overall Design

InitializationInvestment

MeetingDelivery

Plan Cost (multi versions)

Plan Contract ProcureContract

ManagementContract

SettlementEvaluation

Work Performed

Monitor & Control

Apportion

Cost Indicators Library

CollectChange GenerateReference/benchmark

Accumulate


Template Status QuoScheduling Agreement

Supervision & Approval

Cost Calculation

Cost Adjustment

Cost Apportionment

Profit Forecast

Cost Planning

Plan Initiation

Plan Adjustment

Contract Planning

Tender PlanTender Process Tendering

SigningClassifica

tionContractDeliverin

g

Cost Distributi

onEngineering

Change OrderDesign Change

OrderChange Mgm。

Supplementary Agreement

PWV Reporting

PWV Distribution

PWV Report

Perfo

rmed

Wo

rk

Valu

e

Invoice CheckValue

DistributionPayment

Payment Request

MaterialsCost Elements Suppliers Cost Index

Settlement Settle-ment

Settlement Plan

Cost Review

Mon&Contrl

Apportionment

Cost Report

……

Contract Report

Change Report

Function Overview

PLM

FIM

Workflow

Legacy system

Group

Project

Master Data

SLM

Marketing and Sales ManagementClearly show 3 business processes, timely control 6 parts of operation


FIM

Marketing and sales managementclearly show 3 business processes, timely control 6 operations

Execute on project dimension, strengthen monitoring

Set up standard by group, focus on assessing

营销管理

Transparent

invoices and approval integration

business details sharing

Timely

sync with paymentcost-benefit analysis

Integration

interact with PLM and FIMguide the sales process

Detailed

management reportsvisible project margin

Standardization

template managementclear sales target

Value management

Execution

Monitoring

Assessment

CCM

PLM



Master data（House unit/Price/Area/Customer）

Report/performance analysis

Marketing strategySales plan

销售收入/回款分析Sales revenue/payment analysis

Marketing

Campaign planning

Campaign activity

Campaign assessment

Sales process

Sales on

mobile

Customer analysis

Expense

Value management

Marketing

Registration

Reservation

Contract

Payment

Delivery Commission

Sales plan Inventory Pricing Marketing Registration

Reservation/contract AftersalesSales

analysisKick off meeting Commencement of

SalesDeliveryPrice planning & publish

price area value

price area value

Sales analysis

Payment analysis


Function Overview

House unitCustomer master

dataPrice master

dataArea master data

Performance

assessment

Customer analysis

Sales analysis

Payment analysis

Margin analysis

Marketing analysis

Value manageme

nt

Yearly plan

Seasonal plan

Monthly plan

Campaign planning

Campaign expense

Campaign contract

Customer register

Customer follow-up

Registration manageme

nt

Reservation manageme

nt

Contract manageme

ntPayment

SettlementCustomer

serviceCommission calculation

Delivery

Taxes and dues

Customer care

Commission payoff

Sales on mobile

PLM

CCM

FIM

Workflow system

Legacy

systems

Group

Project

Master data

Financial ManagementFinancial Operating Model：From bookkeeper to business adviser


Standard Business process

Unified Chart of Account

Financial ManagementFinancial Operating Model：From bookkeeper to business adviser

PLM

SLMCCM

Consolidation

Statement

Business analysis

report

Treasury Management

Total Budget Management

System Internal Control

FI Report

Financial Statement

Consistent Accounting

Rules

Business Insight

Performance Analysis Planning

& Resource Allocation

Transaction Recording

And Reporting

Accounting

Base

Group

Categories

Development

Commercial

CompA

CompB

CompC

Controlling

Beijing

Shanghai

CompA

CompB

CompC

Accounting

Comp.1

Comp.2

CompA

CompB

CompC

PaymentCost

provisionIncoming payment

Revenue cost confirmation

Product Delivery

Document Mangeme

nt

GL

AP AR AA BANK Expense


Function Overview

Asset Master Record Management

GL Account Management

Vender/Customer Management

Bank account management

Budget Build

Budget Execution

Efficiency Evaluation

Budget Monitor

Budget Adjustment

Treasury PlanTreasury Monitor

and Action

Treasury & Loan Management

Treasury Evaluation

Financial

Statement

Month-end

Closing

FI Report

GL

AP AR AA Bank Expense

PaymentIncoming Payment

Cost ProvisionRevenue Cost Confirmation

Doc.

management

Multiple

acct. principle

Multiple currency

Group Consolidation Statement

Business analysis report

Business Insight

Controlling

Master Data

Accounting

PLM

CCM

SLM

Work Flow

System

Legacy System

Thank youContact information:

Allen Fang

Senior Industry Consultant

EC&O, DBS

Shanghai

[email protected]

mailto:[email protected]

sap real estate industry china best practice (cbp) … · 7/28/2016 · closing management procure...

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