SAP Simple Finance

(1)

Christian Weiß, SAP SE

SAP-Forum für Finanzmanagement und GRC, 13. – 14. April 2015

Innovative User Experience in SAP Simple Finance

(2)

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This

presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue

any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This

document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and

functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is

not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any

kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or

non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors

or omissions in this document, except if such damages were caused by SAP´s willful misconduct or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations.

Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not

be relied upon in making purchasing decisions.

Legal disclaimer

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Ein Lösungsportfolio für den CFO: SAP Finance and Security

Collaborative

Invoice to Pay

Travel Management

Receivables

Management

Enterprise Risk

Management

Controls and

Compliance Mgmt.

International Trade

Management

Accounting

Entity Close

Corporate Close

Develop and

Translate Strategy

Planning, Budgeting

and Forecasting

Profitability and

Cost Management

Payments and Bank

Communications

Cash and Liquidity

Management

Debt and Investment

Management

Monitoring and

Reporting

Reporting and

Disclosure

Financial Close

Governance

Commodity Risk

Management

Financial Shared

Services

Financial Risk

Management

Identity and Access

Management

Enterprise Threat

Management

Fraud and Audit

Management

Real Estate

Management

Financial

Planning and

Analysis

Accounting and

Financial Close

Treasury and

Financial Risk

Management

Collaborative

Finance

Operations

Enterprise

Compliance

and Security

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1

2 Fiori Einführung

3 Status und Demo

5 Rollen und Anwendungen

6 Ausblick

Informationsmaterial

4 Reporting Optionen

Agenda

(5)

Fiori Einführung

(6)

Consumer user

experience is

the new standard

(7)

(8)

Simple Finance UX Mission

The Past

The Future

Heterogeneous, inconsistent and old fashioned

User Experience mainly focusing on the

Professional User

Attractive, harmonized User Experience covering the demand

of the next Generation Users including non-FIN User. Zero

footprint, access from everywhere and anytime. Consumer

Grade UX, Responsive, Collaborative.

Inefficient and not state-of-the art processes

Simplification and automation of processes leveraging HANA

and shift to a exception based working model.

Not fully leveraging all HANA capabilities

Embedded high speed, real-time decision making,

Insight-to-Action, Search & Analytics Integration, Predictive Analytics

capabilities, Integrated Planning

Missing flexibility due to non decoupled User

Interfaces

Timeless(decoupled VDM) and open architecture for UI

consumption by SAP and Customers

High TCO and TCI due to missing and

inconsistent adaptability features

Consistent configuration and extensibility options

“empowering” the Power User and providing configuration

(9)

SAP Fiori UX – A coherent experience across the enterprise

Provides only on the

relevant tasks and

activities for an end user

(10)

SAP Fiori - Unified UX Direction for all SAP Software

All applications & UI technologies to converge to the SAP Fiori UX

SAP HANA Platform

Applications

Analytics

SAP Fiori User Experience

(11)

SAP Fiori UX

Concept

Role-based Responsive Simple Coherent Delightful

Technology

Design

Information Architecture

Visual Design Interaction Patterns

User Interface Business Logic

(12)

SAP Fiori UX – Application Strategy

U sa ge /reach

Existing Applications

RENEW

ENABLE

NEW

New Applications

UX Design Services

SAP Fiori UX

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SAP Fiori UX – Simple Finance view

RENEW

ENABLE

NEW



WebIDE to adjust or create Fiori Apps



Fiori Theme for SAPGUI/WebGUI and

WebDynpro



SAP Screen Personas for SAPGUI/

WebGUI and WebDynpro



Fiori LaunchPad Integration for

WebDynpro and WebGUI



NetWeaver Business Client Fiori

Integration

Existing Applications

New Applications

SAP Fiori UX



SAP Cash Management



Finance for Managers

− Cost(e.g. MySpend)

− Project

− Sales



Smart Business Executive

Edition



…



Accounts Payable Accountant

& Manager



Accounts Receivable

Accountant and Manager



G/L Accountant



Controller



Asset Accountant

(14)

design thinking

points the way

(15)

(16)

Fiori Status

41 APPs(Wave2,3)

Smart Business for:

 Cash Manager

 Closing Manager 17 Fact Sheets for HANA Search

15 NWBC Accountant Roles:

 AP, AR, GL, CO, Cash Accountant

Numb

e

r

o

f

A

p

lic

a

ti

o

n

s

30 APPs

Smart Business for:

 AP Manager

 AR Manager

 Cash Manager and Apps for:

 Cost

 Project

 Sales Manager NWBC Roles enhance-ments for reporting

18 APPs

Smart Business for:

 AP Manager

 AR Manager

 Cash Manager additional KPIs Fiori for Accountant:

 AP  AR  GL  CO  Cash Simple Finance 1.0 SP0 Fiori Wave 3 Simple Finance 1.0 SP1 Fiori Wave 4 Simple Finance 1.0 SP02 Fiori Wave 5 Simple Finance 1.0 SP03 Fiori Wave 6

34 APPs

Smart Business for:

 CxO

Fiori for Accountant:

 AP  AR  GL  CO  Cash Simple Finance 2.0 SP00 Fiori Wave 7

50 APPs

Fiori for Accountant:

 AP  AR  GL  CO  Cash focus on reporting

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Achievements

Massive increased User Productivity.

For example typical process receivables use case

Simple Finance Fiori APPs are significantly

beyond the Fiori Benchmark and close to

consumer grade level

Process receivables

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Fiori Launchpad for Web based access

SAP Fiori Launchpad is

a role based, personalized,

real-time, contextual

aggregation point for business

applications and analytics.

It runs on

multiple devices

, using

responsive web

design

, and is deployable on

multiple platforms

.

It’s designed according to the

simple

and

intuitive

SAP Fiori user experience, while

supporting

established UI technologies

like

Web Dynpro or

WebGUI

.

Recommended for Roles with a high amount of Fiori, WebDynpro and only a few WebGUI UIs.

Mandatory for Mobile usage

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SAP Screen Personas 3.0 Highlights

Built into SAP GUI for HTML



Instant access to personalization through

the Web GUI



Full HTML5 editing



No Silverlight dependency

JavaScript-based scripting engine



Record keystrokes and playback



Full looping, nested IF, etc.

Simplified architecture



Pushes more functionality to the back-end to

improve performance

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SAP Screen Personas for WebGUI simplification example

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Accounts Receivables and Payable

incl. Collections and Dispute Management

 Day Sales Outstanding Analysis(SP01/W4)

 Future Receivables Analysis(SP01/W4)

 Overdue Receivables Analysis(SP01/W4)

 Days beyond Term(SP01/W4)

 Open Disputes(SP01/W4)

 Dunning Level Distribution

 Credit Limit Utilization(SP01/W4)

 Collection Progress Analysis (SP02/W5)

 Totals Receivables(SP02/W5)

 Promises to Pay(SP01/W4)

 Customer Accounting Document Fact Sheet(SP00)

 Display Customer Balances(SP02/W5)

 Correspondence(including Customer)(SP02/W5)

 Manage Customer Line Items(SP03/W6)

 Manage Dispute Cases(SP03/W6)

 Process Receivables(SP03/W6)

 Process Collection Worklist(SP03/W6)

 Clear open Payments(SP03/W6)

 Post Incoming Payments(SFIN 2.0/Wave7)

 Clear Incoming Payments(SFIN 2.0/Wave7)

+ more to come

 Cash Discount Forecast(SP01/W4)

 Future Payables(SP01/W4)

 Cash Discount Utilization(SP01/W4)

 Overdue Payables(SP01/W5)

 Aging Analysis(SP01/W4)

 Vendor Payment Analysis(SP02/W5)

 Invoice Processing Times Analysis(SP02/W5)

 Days Payable Outstanding Analysis(SP02/W5)

 Manage Payment Blocks(SP01/W4)

 Display Vendor Balances(SP02/W5)

 Manage Vendor Line Items (SP03/W6)

 Correspondence(including Vendor)(SP02/W5)

 Revise Payment Proposals (SP03/W6)

 Schedule Payment Proposals (SP03/W6)

 Create Manual Payment(SP03/W6)

 Clear Outgoing Payments(SFIN 2.0/Wave7)

 Schedule Payment Proposals(SFIN 2.0/Wave7)

+ more to come

AR Manager

AR Accountant

AP Manager

AP Accountant

This slide outlines our general product direction and should not be relied on in making a purchase decision. This slide is not subject to your license agreement or any other agreement with SAP. SAP has no obligation to pursue any course of business outlined in this slide or to develop or release any functionality mentioned on this slide. This slide and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent.

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Example - SAP Smart Business for Accounts Payable

Description

• Provides real-time insight into the accounts payable situation

with a set of important key performance indicators and

supports managing the AP team.

Capabilities

• Set of KPIs like future payables, cash discount forecast, etc.

• Filtered KPIs for user’s area of responsibility

• Drill-down capabilities to customer level for root cause

analysis

• Collaboration via e-mail and SAP JAM

• Virtual data model providing a harmonized data access to

accounts receivable analytical data

Prerequisites

• Help portal

Key performance indicators

• Future Payables

• Cash Discount Forecast

• Cash Discount Utilization

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Example Smart Business for Accounts Receivable

Description



Provides real-time insight into the accounts receivable

situation with a set of important key performance indicators

and supports managing the AR and collection team.

Capabilities



Set of KPIs like Overdue Receivables, DSO, and so on



Filtered KPIs for user’s area of responsibility



Drill-down capabilities to customer level for root cause

analysis



Collaboration via e-mail and SAP JAM



Virtual data model providing a harmonized data access to

accounts receivable analytical data

Prerequisites



Help portal

Key performance indicators •Overdue Receivables •Future Receivables

•Day Sales Outstanding

•Dunning Level Distribution

•Collection Progress

•Days Beyond Terms

•Promises to Pay

•Open Disputes

•Credit Limit Utilization

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 Profit Center Fact Sheet(SP00/W3)

 Fixed Asset Fact Sheet(SP00/W3)

 General Ledger Account Fact Sheet(SP00/W3)

 GL Document Fact Sheet(SP00/W3)

 Close Tasks with Errors(SP00/W3+CC Addon)

 Close Delayed Tasks(SP00/W3+CC Addon)

 Close Tasks Due Today(SP00/W3+CC Addon)

 Close Progress(SP00/W3+CC Addon)

 Close Overall Delayed Hours(SP00/W3+CC Addon)

 Financial Close History(SP00/W3+CC Addon)

 GL Account Master Data(SP02/W5)

 Profit Center Master Data(SP02/W5)

 Document Edit & Reversal(SP03/W6)

 Post G/L Account Document(SP03/W6)

 Chart of Account(SP03/W6)

 GL Line Item Browser(SP03/W6)

 GL Balances(SP03/W6)

 Manage Internal Order Master Data(SP03/W6)

 Manage Cost Center Master Data(SP03/W6)

 Display Financial Statement(SP03/W6)

 Profit Center Hierarchy Maintenance(SP03/W6)

 Manage Activity Type(SP03/W6)

 Manage Activity Type Group(SP03/W6)

 Manage Account Master Data(SP02/W6)

 Open Close Financial Period(SP02/W5)

 Journal Entry Analyzer(SFIN 2.0/Wave7)

 Journal Entry History (SFIN 2.0/Wave7)

 Trial Balance (SFIN 2.0/Wave7)

+ more to come

Accounting

General Ledger Accountant

Asset Accountant

 Manage Depreciation Runs(SFIN 2.0/Wave7)

+ more to come

(27)

Example - Post G/L Document

…

Post General Journal Entries



One Screen App for manual postings

to G/L accounts



Calculate taxes automatically



Add attachments and enter notes to

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Management Accounting

 Activity Type Fact Sheet(SP00)

 Controlling Document Fact Sheet(SP00)

 Cost Center Fact Sheet(SP00)

 Cost Center Group Fact Sheet(SP00)

 Cost Element Fact Sheet(SP00)

 Cost Element Group Fact Sheet(SP00)

 Internal Order Fact Sheet(SP00)

Controller

 Profit Centers – Actuals(SFIN 2.0/W7)

 P&L - Actuals(SFIN 2.0/W7)

 P&L - Plan/Actual with Currency Translation(SFIN 2.0/W7)

 Cost Centers - Actuals(SFIN 2.0/W7)

 Internal Orders - Actuals(SFIN 2.0/W7)

 Projects - Actuals(SFIN 2.0/W7)

 Market Segments - Actuals(SFIN 2.0/W7)

 Cost Centers - Plan/Actual YTD(SFIN 2.0/W7)

 Internal Orders - Plan/Actual YTD(SFIN 2.0/W7)

 Projects - Plan/Actual YTD(SFIN 2.0/W7)

 Market Segments - Plan/Actual YTD(SFIN 2.0/W7)

 Profit Centers - Plan/Actual YTD(SFIN 2.0/W7)

 P&L - Plan/Actual YTD(SFIN 2.0/W7)

 Cost Centers - Plan/Actual with Currency(SFIN 2.0/W7)

 Internal Orders Plan/Actual with Currency(SFIN 2.0/W7)

 Projects - Plan/Actual with Currency Translation(SFIN 2.0/W7)

 Market Segments - Plan/Actual with Currency Translation(SFIN 2.0/W7)

 Profit Centers - Plan/Actual with Currency Translation(SFIN 2.0/W7)

 Cost Centers - Plan/Actua(SFIN 2.0/W7)

 Internal Orders - Plan/Actual(SFIN 2.0/W7)

 Projects - Plan/Actual(SFIN 2.0/W7)

 Market Segments - Plan/Actual(SFIN 2.0/W7)

 Profit Centers - Plan/Actual(SFIN 2.0/W7)

 P&L - Plan/Actual(SFIN 2.0/W7)

 Manage Cost Centers(SFIN 2.0/W7)

 Manage Profit Centers(SFIN 2.0/W7)

+ more to come

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Manager Applications



My Spend(SP01/W4)



My Projects(SP01/W4)



My Unusual Items(SP01/W4)



Track Supplier Invoices(SP01/W4)



Profit Analysis(SP02/W5)



Gross Profit Margin(SP02/W5)



DSO Analysis(SP02/W5)



DPO Analysis(SP02/W5)



Margin Analysis(SP02/W5)

Finance for Managers(Sales, Cost, CFO)



Smart Business Cross Margin KPI(SP03/W6)



Smart Business Net Margin KPI(SP03/W6)



Smart Business Net Sales KPI(SP03/W6)



Smart Business Revenue KPI(SP03/W6)



+ more to come

(30)

Example - APPs for Managers. e.g. My Spend



Monitor for displaying current and previous spending by cost

centers (departments) and internal orders (projects)



Easily identify problematic areas via visual indicators



Line item browser to identify how a problem came to be



Trend chart identifies if an area of responsibility is in danger of

going over budget

Business/Process Context

Features and Capabilities



Requests for line item changes are aggregated on the document

level



Items can be dismissed, or a notification can be sent to

responsible parties indicating a change will be made



Link to the controlling document factsheet



Display of the original items/purchased items for the document

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Cash Management

 Cash Position (SP00/W3)

 Liquidity Forecast (SP00/W1)

 Cash Flow Analysis (SP01/W4)

 Bank Statement Monitor (SP01/W4)

 Monitor Payment (SP01/W4)

 Bank Risk (SP01/W4)

 Analyze Deficit Cash Pool (SP01/W4)

 Payment Statistics (SP01/W4)

 Bank Payment Approval (SP01/W4)

 Make Bank Transfer (SP02/W5)

 Track Bank Transfer (SP02/W5)

 Analyze Payment Details (SP03/W6)

 My Bank Account Worklist (SP03/W6)

 Cash Position Details (SP03/W6)

 Make Liquidity Plan (SP03/W6)

 Cash Flow Analysis for Professional User (SP03/W6)

Cash Management

 Analyze Liquidity Plan for Professional User (SP03/W6)

 Liquidity Forecast Details (SP03/W6)

 Cash Flow - Detailed Analysis (SFIN 2.0/Wave7)

 Liquidity Plans (SFIN 2.0/Wave7)

 Develop Liquidity Plans (SFIN 2.0/Wave7)

 My Sent Requests(SFIN 2.0/Wave7)

 Initiate Review Process(SFIN 2.0/Wave7)

 Monitor Review Status(SFIN 2.0/Wave7)

 Maintain Signatory(SFIN 2.0/Wave7)

 Manage Bank Accounts(SFIN 2.0/Wave7)

 Manage House Banks(SFIN 2.0/Wave7)

 Approve Bank Payments(SFIN 2.0/Wave7)

+ more to come

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Product Availability Simple Finance Add-On

SFIN 1.0 SP00/Wave 3 - Released February 2014

SFIN 1.0 SP01/Wave 4 - Released May 2014

SFIN 1.0 SP02/Wave 5 - Release August 2014

SFIN 1.0 SP03/Wave 6 - Released November 2014

SFIN 2.0 SP00/Wave 7 – Released March 2015

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SAP Fiori and SAP Jam Integration*

In-context sharing of Business Data in SAP Jam



Across CRM, Finance, Sales & Distribution, Sentiment

Analysis…

Launchpad Integration



Stay informed about updates and notifications

Discussions/ embedded object feeds



Share and discuss with colleagues in business context

Integration in SAP Smart Business cockpits

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Reporting User Experience options

Use Case

Included in Product offering

Customer options

Characteristics

Interactive Drill

Down

FPM Grid

5

_AO

2

_{, BO Explorer}

2

_{, BeX}

2

_,

Design Studio

3

Flexible analysis on any level of detail combined with easy

adaptability to the customer setup

Plan data entry FPM Grid

5

_AO

2

_{, Design Studio}

3

_{Integrated plan and actuals, flexible planning levels and forms}

(Work)lists

FPM Grid

5

_{or Native Fiori}

_{Design Studio}

3

_{Predefined lists with focus on insight to actoin}

KPI Reporting

Smart Business Cockpits

Smart Business Executive Edition

Excelsius

2

_{, Design Studio}

2

_{High level graphical visualization of KPIs with basic drill down}

capabilities, primarily for management

Explorative Ad

Hoc Reporting

4

Analysis Path Framework

BO Explorer

2

_{, Lumira}

2

_{Easy to build and share graphical visualization of individual}

reports

Legal Reports

4

_{Legal Reporting Tool}

_{SAP Disclosure}

Management

2

Creation and management of legal reports like SEC filings

Formatted

Reporting

4

Web Intelligence

2,

_Crystal

Reports

2

_{or Adobe}

2

Reports with high requirements on exact formatting,

is there anything beyond normal output management

2 separate license required 3 limited runtime license included in Simple Finance license 4 no content shipped 5 to be replaced by Design Studio

Simple Finance provides a basic and embedded reporting and a easy to understand Virtual Data Model(VDM)

Customers can adjust and enhance the reporting easily using the VDM

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SAP Smart Business cockpits

Performance-driven working models

Smart Business Drill-Down Analysis Path Framework SAP Smart Business executive edition Lumira Story Viewer

• Standard real-time KPI drill-down analysis

• Drill-down configuration and thresholds can be

easily adapted by Power User

• APP visualization can be personalized by User

• Cross application navigation to provide

Insight-to-Action

• Integration with Lumira Story Viewer

• Comprehensive Data Mining capabilities to

analyze root causes of critical data patterns

• Analyses built up step by step, by adding

analysis steps. Relevant data can be selected in

each analysis step, to filter the information

provided in subsequent steps.

• All steps and selections of the analysis can be

saved as analysis path and shared among peers



Self-service enabled toolset, designed to support

dedicated business methodologies like

− morning briefing and − board meeting



“Snapshot Gallery” functionality



Visualization patterns for Business methodologies:

Information Design, Wide-tiles, Lane design,

Global filters

Entry point into SAP BusinessObjects BI suite by

linking Lumira Story views to allow

• Additional/specific visualizations (such as

quadrant graphs etc.)

• Free drill down beyond the decision base of

the cockpits

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Drill-Down Reporting Example – Financial Statement

(39)

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Where to find detailed application information

Fiori Application Reference Library

SAP Fiori Roadmap

SAP Fiori Overview

Welcome to the SAP Fiori apps reference library!

The SAP Fiori apps reference library enables you to

explore, plan and implement SAP Fiori, the new

user experience for SAP software



Discover all the SAP Fiori apps available today



Find key information for each app, especially the

technical data you need for installation and

configuration



View the data for previous app versions



Show aggregated installation and configuration

information for a selection of apps



Navigate directly to related resources, such as

app documentation and the product availability

matrix

(43)

Where to find general product information and resources

Engage with UX

Design Services team

Get

software

Free online

openSAP courses

Connect

with experts



Learn more



Contact team



SAP Fiori UX



SAP Web IDE



SAP Fiori, Demo

Cloud Edition



Register now



User Experience

Community



SCN: SAP Fiori



Help Portal

(44)

Management Summary



Fiori ist das UI für Simple Finance



Anwender Unterstützung ist für eine erfolgreiche

Umstellung zwingend.



Die wichtigsten Rollen werden schrittweise umgestellt.



SAP stellt Werkzeuge, Hilfsmittel und Services bereit um

die Umstellung bzw. den Übergang zu vereinfachen.

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Vielen Dank!

Christian Weiss

CPO Simple Finance User Experience

SAP SE

[email protected]

www.sap.com

(47)

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National product specifications may vary.

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In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future

developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.