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Tomorrow starts here

NEW JOINEE ORIENTATION IN

PLANNING AND PERFORMANCE
MANAGEMENT
TRANSFORMATION (PPMT)

Author: Kunal Kishore

Creation Date: 08/26/2015
Last Updated: 09/09/2015
Version: 1.0

Change Record

Date Author Version Change Reference

Dra
08/26/2015 Kunal Kishore 1.0 Document created

© 2015 Cisco Systems, Inc. All rights reserved.

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Cisco overview

Strategy
“We create solutions built on intelligent networks that solve our customers' challenges”.

This includes three main tenets: Innovate and differentiate with application-centric and
converged infrastructure; lead market transitions with innovation and architectures in cloud,
mobility, collaboration, and security; and deliver solutions and outcomes for the Internet of
Everything.

Products and Services Business Areas

Advanced Services

New service offers (NfV, Mobility for IoT, Mobile App Solution, OPAL,,Private Cloud and
CaaS, SDN, SP-tailored, new NOS packages, MTD. XaaS, Systems Integration offers through
multi-architecture, multi-vendor solutions in traditional and Cloud-delivery models.

Collaboration

Mission- to bring uncompromised collaboration to every room, desk, pocket and application

Computing Systems

Engine of growth for the Datacenter business

Core Hardware

Impetus on architectural convergence in consumer packaged goods

Core Software Group

Provides cohesive and innovative software, platforms and solutions for core networking
customers.

Enterprise Segment

Focus on these verticals: B2C, Government, Manufacturing, Energy and Financial Services.

By efficiently leveraging Enterprise Wireless, Catalyst Switching, Data Center Switching,

Enterprise Routing, Computing Systems, IoT systems and software, Meraki

Security

Goal- to provide customers with Intelligent Cybersecurity for the real world. By providing
solutions to network security, content security, secure access and mobility, and threat defense.
Using rapidly converging ASA, Sourcefire and NG concepts + leveraging UCS as core hardware
platform + API/pxGRID .
© 2015 Cisco Systems, Inc. All rights reserved.
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Service Provider Segment and Mobility

Aims to strike a balance between agility and efficiency by Network simplification (reduce
complexity, lean architecture, no legacy protocols, highly automated operations), Services
Virtualization (Service move from network to SP owned cloud, open technology for hypervisor
and cloud OS, highly automated operations), Real time OSS ( real time visibility over customers,
services and infrastructure, service definition and production decoupled from infrastructure
(abstraction), modular components, open APIs)

Service Provider Video Software & Services

Aims to drive adoption of X1, video cloud platforms, Take Nagra’s share, win SKY, win LGI.

Technical Support Services

Goal- Enable Customers to Operate and Realize Outcomes for Solutions. By Intelligent
Proactive
Support, Simple Pre-emptive Portfolio, Integrated and Modular Solutions, Software, Cloud and
Subscription Models, Quality and Ease of Doing Business.

Functions
Corporate strategy: Mr. Hilton Romanski Chief Strategy Officer

Development: Mr. Pankaj Patel Chief Development Officer

Finance: Mrs. Kelly Kramer Chief Financial Officer (PPMT team roles up to this function)

Global Marketing and Corporate Communications: Mrs. Karen Walker Chief Marketing Officer

Human Resources: Mrs. Francine Katsoudas Chief People Officer

Legal: Mr. Mark Chandler General Counsel

Operations: Mrs. Rebecca Jacoby SVP, Operations

Sales: Mr. Chris Dedicoat SVP, Worldwide Sales

Services: Mr. Joe Cozzolino SVP, Services

CEO: Mr. Chuck Robbins

Executive Chairman: Mr. John Chambers

© 2015 Cisco Systems, Inc. All rights reserved.

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Technology solutions for Business

Core architecture solutions

Source: http://wwwin.cisco.com/solutions/
© 2015 Cisco Systems, Inc. All rights reserved.
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PPMT overview

Planning and Performance management Transformation

PPMT is a corporate finance niche organization within Finance Transformation Office
(FTO).And serves all key finance teams i.e. CFP&A, BTOF, Supply chain Accounting; besides
other cross functional stakeholder groups.

Vision
Accelerate Cisco’s transformation by enabling world class business insights that influence the
business and drive profitable growth

1) Enables Business Insight: through business partnership, innovation and thought

leadership, portfolio management and world class execution
2) Performance reporting: focused on driving transformational changes related to
management reporting, forecasting & planning, Metrics and Business insights.
3) Drive Profitable growth: Through business insights and informed decision making
Team PPMT provide services to partners that empower the business to understand, evaluate
and make better decisions for their operations and new business models by leveraging driver-
based analytics, forecasting and planning that drives real-time bottom line improvement.
PPMT’s services are powered by integrated and predictive analytics built on foundational
systems and tools that leverage underlying business transactions.

Key Projects
 CFA
 Gross Margin Walk
 Software Analytics
 Shipped revenue driver based Forecasting
 Bookings Economic Forecasting model
 Pipeline Funnel Metrics Forecasting
 External driver based Forecasting
 Fin ABC
 Restatements

PPMT team’s effort is spearheaded by Mr. Ram Subramanian Director. Mgmt-Finance

Source: https://cisco.jiveon.com/groups/planning-and-performance-management-transformation-ppmt

© 2015 Cisco Systems, Inc. All rights reserved.

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Cisco Financial Reporting Platforms

1) SAP BO (Business Objects): It’s a web based interface used by various users to
generate reports basis various dimensions with respect to different measures. The
capability to slice and dice any data set is accomplished by various filters in the tool.
Relevant dimension/metric can simply be dragged and dropped in the query filters to
have the desired view. This tool is capable of providing real time data pertaining to any
dimension/metric as it fetches data from the EDW directly. It has 3 data
banks/Universe i.e. Bookings, Revenue and Expense & headcount. Though we can get
current data using BO but the sheer fact that it queries the master database i.e. the EDW,
leads to latency at times.

URL: http://bi4cisco/BOE/BI
Universe refresh schedule status link:
http://wwwin.cisco.com/FinAdm/planning/ds/tools/univ.shtml#mainTab=0

2) Oracle Hyperion Essbase Cube: It’s an MS excel add in, which queries any data
by fetching stored information/data from Cubes (servers mounted on the EDW).
These servers are refreshed on a daily basis and at any point in time, has the data
updated till the last day (only exception being the tie out period (Cisco follows a
calendar for the IT to freeze the financial reporting tools towards the month end
to reconcile the numbers across all the financial reporting tools)). For this
application too, we have servers (primary and back up) allocated for Bookings,
Revenue and Expense & headcount. Users slice and dice the data by zooming in/out of
the dimensions and measures using the Essbase excel add in in the spreadsheet.

Data banks
Revenue Bookings Expense and Headcount
Primary/Bank1 Hyprn-Iprd-Rcdn9-02 Hyprn-Iprd-Rcdn9-05 hyprn-iprd-rcdn9-12
Back up/Bank2 Hyprn-Iprd-Rcdn9-04 Hyprn-Iprd-Rcdn9-08 hyprn-iprd-rcdn9-14

FY16 IT freeze Calendar (monthly tie out activity) ↓

Calendar_FY16

Server Refresh schedule status link:

http://wwwin.cisco.com/FinAdm/planning/ds/tools/cube.shtml#mainTab=0

© 2015 Cisco Systems, Inc. All rights reserved.

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Estore link to download add in:

http://estore.cisco.com/RequestCenter/servicecatalog/servicecatalog.do?route=o
ffer&id=512

3) CFA (Cisco Financial Analyzer): It’s an improvised web based reporting tool
which uses icubes (built on the EDW) to fetch data and is expected to better the
report generation experience for the users. It has the option to drag and drop
measures and dimensions in order to facilitate slicing and dicing of data view.
It's a new productivity tool with a single source of standardized and timely data
from multiple sources. CFA is easy to use and minimizes the need to collect &
reconcile data, providing the opportunity to do more strategic work discovering
new business insights.
URL: http://wwwin-webapps.cisco.com/MicroStrategy/servlet/mstrWeb

Source: https://cisco.jiveon.com/groups/planning-and-performance-management-transformation-
ppmt/projects/cfa-cisco-financial-analyzer
© 2015 Cisco Systems, Inc. All rights reserved.
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Overview of Cisco’s Financial Structure

Cisco’s financial structure comprises of 2 basic tenets viz. Dimensions and Measures. Anyone
yearning to get/check the numbers (Actuals- current numbers, Forecast- predicted numbers,
Allocation - % allocation of PF {Product Family} to SBEs {Sub Business Entity}) has to base
his/her view on one or many hinges of Dimensions and Measures irrespective of the tool ( SAP
BO/Oracle Hyperion Essbase Cube/CFA).

Measures Dimensions
Net Revenue Time
Net Cost Fiscal Year
Gross Margin Product Hierarchy
Shipped Revenue Direct Sales Hierarchy
Shipped Cost TMS Hierarchy
Overhead Sales Coverage
V&O Source
Direct Warranty AS Delivery Theater
Pricing Concession Scenario
Pricing Drivers Product Type
Sales Fin Hierarchy
Country
External BE Hierarchy
Internal BE Hierarchy
External Theater
Though there are many dimensions/cuts available for the users but the ones pertaining to
Product (Product Hierarchy) and Sales (Sales coverage, Direct Sales Hierarchy, Sales Finance
Hierarchy) are used frequently. The products are mapped to Business Entities to form Product
and Service Business Areas (e.g. Product family named AMP is mapped to Advanced Threat
Security named SBE in the internal BE called Security).SBE-BE mappings are stored in HMP
(Hierarchy Management Platform) and Pid (Product ID, lowest unit in the Product hierarchy,
Pid>PF>BU>TG) to PF mappings are stored in EDW. Most of these hierarchies have been
inducted in the system basis the way Cisco’s business has evolved over the years (e.g. SFH is
built on DSH, node4 of DSH is mapped to the lowest node of SFH, mapping done in Data
relationship management (DRM)). Regions (EMEAR, APJC, Americas) are mentioned as
Theatres (internal and external - includes the 3 Physical Theatres + 2 logical theatres {Global
enterprise Theatre/GET and Global Service Provider/GSP}) in the Sales parlance.

Data glossary list of Measures, Attributes, Sub-measures, Hierarchy, Taxonomy

terms and Webex recording:
https://teamshare.cisco.com/sites/FinanceApps/DataFoundation/Pages/Contents.aspx
/https://cisco.webex.com/ciscosales/lsr.php?RCID=ead78ac8d05144498340b916da0656fb

© 2015 Cisco Systems, Inc. All rights reserved.

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Measures Guide – BO and P&L Cube

Bbcm,bc,mc
Below table gives an insight about the nomenclature of the high level measures on

Measures Fin BI Revenue BO Cisco ICPM P&L Cube

Net Revenue GL Revenue Net Revenue
Net Cost GL Revenue Extended Cost Net Cost
[GL Revenue] – [GL Revenue
Gross Margin Gross Margin
Extended Cost]
Shipped Revenue (Direct and Disty
Shipped Revenue GL Shipped Revenue
POS)
Shipped Cost GL Shipped Cost Shipped Cost
Overhead Overhead Overhead
[Variance/OCOGS] + [V&O -
V&O V&O
Inventory Provision]
Direct Warranty Direct Warranty Direct Warranty
Pricing Concession Combined Query Pricing Concession
Pricing Drivers Combined Query Pricing Drivers
SAP BO & ICPM

How to find sub measures in SAP BO and Cube

Product Family

Cube: Product Hierarchy (Zoom in)>Corp Product Hierarchy (Zoom in)>TGs (Zoom
in)>BUs (Zoom in)> Product family/PF.

BO: Choose Product family under Product hierarchy>Common objects> Finance BI

hierarchy of the query panel.
Month
Cube: Time (Zoom in)> Quarter (Zoom in)

BO: Choose Fiscal Period ID under Time> Common objects> Finance BI hierarchy of
the query panel. (e.g. for August’15, use 201501 as August marks the start of FY)
Latin America Sales
Cube: Direct sales hierarchy (Zoom in)> US AND CANADA (Zoom in)

© 2015 Cisco Systems, Inc. All rights reserved.

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SAP BO: Choose Sales level2 under Sales hierarchy>>Common objects> Finance BI
hierarchy of the query panel.

Access to reporting tools

OnRamp: Centralized access point to request accounts for and administer access to various
types of user access tools.

URL: http://eman-core.cisco.com/SERVICE/OnRamp/index.pcgi
Items to be chosen in onRamp for various levels of access on servers/dimensions

Analyst access

© 2015 Cisco Systems, Inc. All rights reserved.

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How to build queries in SAP BO

Follow the inserted document

Steps to create a
query in SAP BO

e.g. 1) If we are tasked with the requirement to create a report containing the Cisco
revenue, Adjusted Revenue & Gross margin, for the last 3 years ( starting 2013), spread
across the quarters, sales levels, sales financial hierarchy and the associated Business
entity.

Below are the dimensions and filters that can be used for the same

© 2015 Cisco Systems, Inc. All rights reserved.

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Technology Group- (not to be in the list members)

1) TOTAL_CISCO
2) TBA
3) MISC
4) SERVICE

Fiscal Quarter ID - Choose as per the requirement

Level3 - (not to be in the list members)

Variables like Gross Margin are not available directly in BO. We need to create
variables using the measures in our query.

© 2015 Cisco Systems, Inc. All rights reserved.

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Check for variables by clicking on Design (extreme right corner) and then on available
objects (left column panel).

Below is the output at worldwide level with respect to Gross Margin along & Revenue.

Similarly for Business entity view, the report would look like ↓

© 2015 Cisco Systems, Inc. All rights reserved.

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e.g. 2) if we are tasked with the requirement to create a report containing the Cisco
bookings for the last 3 years (starting 2013) spread across the quarters with respect to
Internal Business entities, sales coverage and external theaters.

Below are the dimensions and filters that can be used for the same

© 2015 Cisco Systems, Inc. All rights reserved.

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Below is the output with respect to Sales Level1

How to use Oracle Hyperion Essbase

© 2015 Cisco Systems, Inc. All rights reserved.

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Follow the inserted document

Overview of Oracle Hyperion Essbase

Hyperion Essbase and Excel Add-in

How to use CFA

© 2015 Cisco Systems, Inc. All rights reserved.

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CFA has been designed to overcome few of the shortcomings of BO and Cubes viz.
latency issues, better usability ; thereby minimizing the time required to create a
structured report and reconcile the numbers. And ensure a hassle free (drag and drop,
improvised function calls) experience for the users.
Follow the inserted document

CFA_User Reference
Guide

Audit Procedure

© 2015 Cisco Systems, Inc. All rights reserved.

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1. Bookings:

Bookings
Audit_V2.0

2. Revenue:

Products Audit Services Audit

Process_V3 0 Process_V3.0

https://cisco.webex.com/ciscosales/lsr.php?RCID=919580e06ca54087b8e44ed872879722

3. CFA

CFA Bookings
Audit_V1.0

4. Opex

https://cisco.webex.com/ciscosales/lsr.php?RCID=1ac3cc61b72f4790a119d7bfa771affb

© 2015 Cisco Systems, Inc. All rights reserved.