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S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed
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S&OP RFP 101: Evaluating Your ERP Vendor’s Solution vs. the Best-of-Breed

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Your company may be running SAP, Oracle or other legacy ERP systems, but are their collaborative S&OP modules really the right choice for your company? Put another way: ERP systems create a solid …

Your company may be running SAP, Oracle or other legacy ERP systems, but are their collaborative S&OP modules really the right choice for your company? Put another way: ERP systems create a solid “body” for your company, but the “brains” may be lacking.

In this webinar, we will discuss how the Steelwedge Sales and Operations Planning (S&OP) solutions provide the brainpower for SAP and Oracle offerings. Join us to learn the key criteria to use when choosing an S&OP solution.

This webinar is designed for companies considering implementing collaborative S&OP technology who need to understand how to overcome common business, technical and organizational challenges. Join us to learn from our S&OP experts about the recommended project phase components and key project milestones, as well as the inherent value found in the newest features and functionality.

We will also discuss the primary function of S&OP: to ensure adherence to strategic business objectives. Doing this will provide demonstrable results, including:

Reduction of planning cycle times
Improvements in forecast accuracy
Reduction in stock-outs
Increase in revenue and/or margin

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  • 1. 1© 2014 Steelwedge Software, Inc. Confidential. Single Line of Sight: Plan, Perform, Profit Agility Webinar Series S&OP RFP 101 S&OP Automation: ERP Vendor vs. the Best-of-Breed
  • 2. 2© 2014 Steelwedge Software, Inc. Confidential. Today’s Presenter Background With over twenty years of experience leading design, development and marketing of S&OP and supply chain solutions, Ed is responsible for market assessment, requirements definition and go to market strategy. Prior to Steelwedge, Ed was CEO and President of Amitive, Inc. (acquired by GXS) which he founded in 2004. Under his direction the company grew from start-up to a leading cloud supply chain planning provider controlling complex supply chains around the globe. Prior to launching Amitive, Ed designed and implemented global SCM solutions for numerous companies, including Mitsui & Co., as a Sales and Operations executive and consultant. Ed holds a Juris Doctorate from Western State University, College of Law. Vice President, Product Marketing Steelwedge Software Inc. 3825 Hopyard Rd Pleasanton, CA 94588 Tel : (949) 588-1495 elewis@steelwedge.com
  • 3. 3© 2014 Steelwedge Software, Inc. Confidential.
  • 4. 4© 2014 Steelwedge Software, Inc. Confidential.
  • 5. 5© 2014 Steelwedge Software, Inc. Confidential. Agenda • S&OP/IBP: High Level Overview • Problem: The Spreadsheet Approach • Solution: S&OP Automation • Solution Evaluation Criteria • Project Milestones and Challenges • Q & A
  • 6. 6© 2014 Steelwedge Software, Inc. Confidential. S&OP: Led By and For Senior Management What it is: Aggregate Planning, How Much, Big Picture, Product Families What it’s not: Detailed Planning & Execution Operational Planning: Master Scheduling, Plant/Supplier/Distribution Scheduling
  • 7. 7© 2014 Steelwedge Software, Inc. Confidential. Pre-ESOP Ground Reality: Trying It With Spreadsheets Demand Planning, SCM/APS Systems ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Consolidation, Review, Overrides Data Collection, Reconciliation Consensus Process ESOP Operations Marketing Sales Finance Manual Complex Security Risk Not Scalable Does this Give Executives an Agile Decision Making Process? Systems Landscape
  • 8. 8© 2014 Steelwedge Software, Inc. Confidential. Poll: Does this look familiar?
  • 9. 9© 2014 Steelwedge Software, Inc. Confidential. Change Your Reality; Drive S&OP Adoption & Values Time L1 L2 L3 L4 Q1 Q2 Q3 Step Change Maturity & Performance Avoid Process Failure Q4 Value Accelerated Time to Value “Companies can have a hard time getting past basic levels of S&OP without technologies like Steelwedge to support the process” -Tim Payne VP Supply Chain Analysis, Gartner
  • 10. 10© 2014 Steelwedge Software, Inc. Confidential. IBP/S&OP Solutions: Heterogeneous Landscape
  • 11. 11© 2014 Steelwedge Software, Inc. Confidential. Best Practice S&OP Aligns People, Process & Systems “We continue to look at S&OP as an aspect of business that needs terrific improvement… It’s hard to argue this shouldn’t be a central piece of management software” –Rob Kugel, Ventana Research
  • 12. 12© 2014 Steelwedge Software, Inc. Confidential. S&OP Technology Requirements Demand Planning, SCM/APS Systems ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Single Planning Environment Interactive planning for: • Cross-functional Roles • Plan Review • Overrides • Assumptions • Scenarios • Consensus Process • Pre-S&OP • Executive S&OP • Audit Trail Systems Landscape Product / Sub-Family Customer Revenue Product / Family Territory / Region Revenue Product / Family Promotions Revenue Product / Family Region Units & Revenue Product Stock Locations Units and Inventory Family / Series Territory / Region Revenue, Margin & Cash Family / Series / BU Geo Revenue, Margin & Cash Product Production Site Units and Capacity Family / Series / BU Geo Revenue, Margin & Cash Family / Series / BU Geo Revenue, Margin & Cash Planning TermsStakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Cross-functional Planning Environment S&OP Technology
  • 13. 13© 2014 Steelwedge Software, Inc. Confidential. Poll: What are your value drivers?
  • 14. 14© 2014 Steelwedge Software, Inc. Confidential. Return on Investment is Substantial Value Levers 50-70% Reduction 15-30% Improvement 20%-25% Reduction 25% Reduction in Stock-outs 1-2% Lift in Revenue Typical Results
  • 15. 15© 2014 Steelwedge Software, Inc. Confidential. Key Selection Criteria: Functionality ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems
  • 16. 16© 2014 Steelwedge Software, Inc. Confidential. Key Selection Criteria: Functionality ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration
  • 17. 17© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Customer, Territory, Regional Sales Plan Stakeholders • Sales Management • Account Executives • Key Customers Planning Terms • Product and Family • Account and Territory • Revenue and Units Basic Features • Anytime access from the web. • Intuitive / user friendly interface. • Excel-like usability features. • Drill-down access to detail. • Assumption documentation. • On-line and off-line planning • Audit trail of changes. • Real-time override updates. • Scalable to large user group. • Forecast performance analysis. Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 18. 18© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Statistical forecasting • Causal Factor Modeling • NPI / EOL / Supersession • Promotional Planning • Attach Rate Planning Stakeholders • Demand Planners • Marketing Executives Planning Terms: • Product and Family • Configurations / Bundles • Region and Geo • Units and Revenue Key Features - Including Basics • Statistical Forecast Engine • Curve-fit Modeling • Time Phased Attach Rates • Demand Consolidation (Ind/Dep) • Demand segmentation • Top-down, bottom-up and middle-out planning Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 19. 19© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Consensus Planning Stakeholders • Sales Management • Account Executives. • Demand Planners • Marketing Executives • Finance Planning Terms • Product and Family • Account, Territory, Region, Geo • Revenue and Units Key Features - Including Basics • Cross-functional planning environment • Plan translation for different roles. • Multiple planning terms: Revenue, Units, Average Sales Price • Single Sign-On Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 20. 20© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Source Planning • Inventory Planning • Master Planning Stakeholders • Supply Planners Planning Terms • Product and Sub-family • Stocking Location • Units and inventory investment. Planning Profile • Mid to long term horizon. • Volume to mix translation. Key Features - Including Basics • Segmentation Analysis • Stocking Strategy • Replenishment Parameters • Simulation and Scenarios Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 21. 21© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Rough Cut Capacity Planning Stakeholders • Production Planners Planning Terms • Product and Sub-family • Production Site • Units and capacity Planning Profile • Mid to long term horizon. • Volume to mix translation. Key Features - Including Basics • Aggregate Capacity Planning. • Target Utilization Analysis. • Time Phased Capacity Modeling. • Production Site Transitions • Simulation and Scenarios Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 22. 22© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Finished Goods allocation to customer, channel or stocking location Stakeholders • Demand Planners • Sales Managers • Account Managers Planning Terms • Product and Sub-family • Configurations / Bundles Planning Profile • Mid to long term horizon. Key Features - Including Basics • Product Allocation to: o Channel o Stocking Locations • Rules-based Allocation o Forecast, Targets, Backlog Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 23. 23© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Key materials dependent demand planning. • Key material allocation to product, option or bundle. Stakeholders • Supply Planners Planning Terms • Key Materials • Configurations / Bundles Planning Profile • Mid to long term horizon. Key Features - Including Basics • Bills of Materials • Demand Consolidation (Ind/Dep) • Key Material Allocation • Key Material Segmentation • Key Material Stocking Strategy Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 24. 24© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Commit planning for outsourced products and key materials. Stakeholders • Supply Planners • Suppliers Planning Terms • Outsourced products • Key materials • Stocking Locations Planning Profile • Mid to long term horizon. Key Features - Including Basics • Trading Partner Collaboration • External collaboration views and permissions • Access or data exchange options o Manual Entry o Data Upload o Data Exchange Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 25. 25© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Finance planning • Proforma P&L, Balance Sheet and Cash Flow Stakeholders • Finance executives Planning Terms • Revenue & Margin • Inventory Investment • Units Planning Profile • Mid to long term horizon Key Features - Including Basics • Live financial view of: o Annual Operating Plan o Demand Plan – Unconstrained – Constrained o Procurement Plan o Inventory Plan • Revenue Recognition Shift Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 26. 26© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Analytic Activities • Revenue, Margin, Cash • Market Share Stakeholders • C-Suite Executives • Sales and Marketing Execs. • Supply Chain Execs. • Finance Execs. Planning Terms • Revenue and Margin • Inventory Investment • Units Planning Profile • Mid to long term horizon. • Annual Operating Plan • Unconstrained demand plan • Constrained supply plan Key Features - Including Basics • Live executive analysis of supply and demand plans. • Scenario based decisions and documentation. Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 27. 27© 2014 Steelwedge Software, Inc. Confidential. ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Functionality Category Description Sales Revenue Planning Planning Activities • Commit collaboration for both customers and suppliers. Stakeholders • Account Managers and Customers • Procurement/Supply Planners and Suppliers Planning Terms • Units • Price • Cost Key Features - Including Basics • Trading Partner Collaboration • External collaboration views and permissions • Access or data exchange options o Manual Entry o Data Upload o Data Exchange Statistical Forecasting Consensus Demand Management Source, Inventory and Master Planning Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Executive S&OP Trading Partner Collaboration Key Selection Criteria: Functionality
  • 28. 28© 2014 Steelwedge Software, Inc. Confidential. Poll: Phased S&OP implementation?
  • 29. 29© 2014 Steelwedge Software, Inc. Confidential. Key Evaluation Criteria: Crawl, Walk, Run Key Functionality Category Description Sales Revenue Planning Phase 1Statistical Forecasting Consensus Demand Management Source and Inventory Planning Phase 2 Rough Cut Capacity Product Allocation Key Material Planning Procurement Planning Rough Cut Financials Phase 3 Executive S&OP Trading Partner Collaboration Phase 1, 2 or 4ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems
  • 30. 30© 2014 Steelwedge Software, Inc. Confidential. Key Selection Criteria: Solution Profile ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems
  • 31. 31© 2014 Steelwedge Software, Inc. Confidential. Key Selection Criteria: Solution Profile Solution Profile Category Description Systems Required Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems
  • 32. 32© 2014 Steelwedge Software, Inc. Confidential. Solution Profile Category Description Systems Required Number of systems needed for the featured solution? Different applications and data bases. Each designed from a different perspective. Consider the data silos created and the amount of data exchange. Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Selection Criteria: Solution Profile
  • 33. 33© 2014 Steelwedge Software, Inc. Confidential. Solution Profile Category Description Systems Required Do all users have an intuitive and easy to use interface? Users are skilled in using Excel and expect similar functionality. Extent of expert level training needed? Seamless flow of planning activity vs. switching between multiple systems. Seamless data flow vs. creating data silos and latency. Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Selection Criteria: Solution Profile
  • 34. 34© 2014 Steelwedge Software, Inc. Confidential. Solution Profile Category Description Systems Required Typical implementation time? Measured in months vs. quarters or years? Phased approach or Big Bang? Phases can provide a quick win and proof-point for next phase? Long implementation has risk of being out of date with long implementation. Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Selection Criteria: Solution Profile
  • 35. 35© 2014 Steelwedge Software, Inc. Confidential. Solution Profile Category Description Systems Required Is the solution configurable to meet your business model v. forced-fit solution? Option to leverage best practice configuration? Support for phased approach? Accommodate common structure changes or data changes (hierarchy levels, sales organization, etc.). Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Selection Criteria: Solution Profile
  • 36. 36© 2014 Steelwedge Software, Inc. Confidential. Solution Profile Category Description Systems Required How well established is the solution? • More than 10 customer deployments in production? • Version number greater than 2.x? Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Selection Criteria: Solution Profile
  • 37. 37© 2014 Steelwedge Software, Inc. Confidential. Solution Profile Category Description Systems Required Cloud-based or on-premise solution? Cloud Advantage • World-class Data Security • Rapid Configuration • Seamless Upgrades • Simplified Integration • Massive Scaling & Performance Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Selection Criteria: Solution Profile
  • 38. 38© 2014 Steelwedge Software, Inc. Confidential. Solution Profile Category Description Systems Required Years active as an S&OP solution provider? Core competence in S&OP? Recognized thought leader in S&OP? Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Selection Criteria: Solution Profile
  • 39. 39© 2014 Steelwedge Software, Inc. Confidential. Solution Profile Category Description Systems Required Percent of provider resources focused on S&OP? Ease of Use Time to Value Flexibility Proven Solution Architecture S&OP Experience S&OP Focus ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Systems Landscape Cross-functional Planning Environment S&OP Technology Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Demand Planning, SCM/APS Systems Key Selection Criteria: Solution Profile
  • 40. 40© 2014 Steelwedge Software, Inc. Confidential. IBP/S&OP Provider Comparison
  • 41. 41© 2014 Steelwedge Software, Inc. Confidential. Steelwedge is a strong leader in S&OP and IBP “Steelwedge is an ideal solution for a heterogeneous environment with multiple S&OP processes with inputs from multiple ERP and APS technologies.” Lora Cecere Founder and CEO, Supply Chain Insights “Steelwedge has grown into one of the market's leading S&OP solutions". “Steelwedge has proven that it provides a capable and scalable Stage 3 S&OP solution suitable for global deployments.” Tim Payne Research Vice President, Supply Chain Research Group, GARTNER Steelwedge was among the highest ranked in capabilities scoring and was one of “the vendors that were notable in portfolio strategy and portfolio benefits delivered.” Simon Ellis Supply Chain Practice Director, IDC
  • 42. 42© 2014 Steelwedge Software, Inc. Confidential. Tom Wallace – The Guru of S&OP “ Sometimes people ask me about the S&OP module from their ERP provider. I respond that the next really good S&OP software package that comes from a main line ERP vendor … will be the first. We have yet to see that happen. You need to look and best-of-breed. And the best of the best-of-breed is Steelwedge ”. Tom Wallace, Founder, T. F. Wallace & Co Watch the video: http://www.youtube.com/watch?v=SVWaNiBC4Jo&index=4&list=PLF5EAC415A68DC43B Integrated Business Planning for S&OP – Master Class with Tom Wallace: http://www.youtube.com/playlist?list=PLF5EAC415A68DC43B
  • 43. 43© 2014 Steelwedge Software, Inc. Confidential.
  • 44. 44© 2014 Steelwedge Software, Inc. Confidential. Crawl – Walk – Run Approach • Key to success is incremental value • Start with quick win as phase 1 & foundation • Expand the roll-out adding value as you go
  • 45. 45© 2014 Steelwedge Software, Inc. Confidential. Key Implementation Milestones • Mobilize teams • Establish Project • Planning • Organization / Structure • Governance Model • Solution Orientation and Training • Concepts • Terminology • Best Practices • Process Driven Design Concept • Reference System Driven • Key business decisions: • Design iterations • Templates • Reports • Configurations • Workflows • Design specification • Data Integration Guide • Initial Customer Data • Configured and tested system • User acceptance testing • Data validation • Train the Trainer certifications • Cutover prep and Support procedures defined • Execute cutover plan • Migrate to Production • Hypercare support • User Q&A, issue resolution and training reinforcement • Transition to cloud support or internal IT. • Ongoing Enablement, Process Improvement and System Monitoring Training & Concept Design Go-live and Enablement Design Iterations Configure and Validate Training & Concept Design Design Iterations Configure & Validate Go-live & Enablement
  • 46. 46© 2014 Steelwedge Software, Inc. Confidential. Key Implementation Success Factors 46 Area Success Factors Executive Commitment Executive involvement; help resolve issues, scope, resources and timelines. Regular executive communications regarding project status (good or bad). Project Scope Focus on current processes or expectations and how solution will support. Maintain defined scope; avoid adding processes, functionality, components. Project Team An empowered project team to make decisions and resolve issues. Key resources available for defined activities and time frame. Data Clear data element ownership and related system of record. Special effort to resolve missing data or incorrect associations. Comprehensive Testing Align expectations through comprehensive user acceptance. Production Transition Ensure processes are in place to support business and technical issues at go-live.
  • 47. 47© 2014 Steelwedge Software, Inc. Confidential. Q&A Contact Us Email: kdave@steelwedge.com Telephone: North America +1 (855) 980.8800 United Kingdom +44 (0)121.232.4668 Netherlands +31 (0)70.7999.288 Japan +813-6277-8521
  • 48. 48© 2014 Steelwedge Software, Inc. Confidential.
  • 49. 49© 2014 Steelwedge Software, Inc. Confidential. Poll Question 1 Is this the reality at your company? • Yes, almost the same situation. • We use Excel for everything and it works fine. • We’ve automated some but still use Excel extensively. • We don’t have that situation; our S&OP technology works well.
  • 50. 50© 2014 Steelwedge Software, Inc. Confidential. Poll Question 2 What are the key drivers of your S&OP automation initiative? • Reducing Planning Cycle Time • Increasing Forecast Accuracy • Increasing Inventory Turns • Increasing Customer Service Levels • Improved Revenue and Margin
  • 51. 51© 2014 Steelwedge Software, Inc. Confidential. Poll Question 3 The first phase of your S&OP automation initiative will be: • Sales Planning • Demand Management • Supply Balancing • Executive S&OP • We will implement all at once.

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