The document discusses connected planning, focusing on value models, execution targets, and drivers impacting sales, marketing, operations, and finance. It emphasizes the importance of data transformation, predictive analytics, and variance reporting to enhance decision-making and operational efficiency. Key aspects include workforce management, revenue growth strategies, and the integration of various business dimensions for improved performance metrics.

1. Ron Dimon
Managing Director of Planning and
Analytics at Deloitte Consulting LLP

2. Connected Planning
VALUE
MODELS
Debate
F O
What’s Possible?
• Drivers
• Historical
• External
• Revenue
Growth
• Operations
• Assets
• Workforce
F O
F O
EXECUTION
F O

3. Sales and
Marketing
Supply
Chain
HR Finance
Drivers
Volume, Pricing,
Channel, Efficiency
On time delivery,
inventory levels
Workforce, Headcount,
What’s the time to hire
Revenue, Cost, Profit,
and Working Capital
Plans
Sales forecast,
Territory & quota plan
Demand or inventory
plan
Workforce plan and cross
training or succession plan
Annual operating plan
(revenue & expense)
Dimensions Customer Product Employee or Team
By legal entity
or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports
Variance, Quota,
Coverage
On time delivery
Labor cost changes,
Variable
Management Reporting
(P&L and Balance)
Connected Planning

4. Hire
Discontinue
Product
Line
M+A
Connected Planning
VALUE
Targets
EXECUTION
MODELS
Debate
F O
What’s Possible?
• Drivers
• Historical
• External
• Revenue
Growth
• Operations
• Assets
• Workforce
F O
F O
PLANS
F O
Who, What,
When

5. Geography
Product
Category
Business
Units
Hire
Discontinue
Product
Line
M+A
Connected Planning
PLANS
VALUE
Targets
EXECUTION
MODELS
Debate
F O F O
What’s Possible?
• Drivers
• Historical
• External
• Revenue
Growth
• Operations
• Assets
• Workforce
F O
F O
Who, What,
When

6. Sales and
Marketing
Supply
Chain
HR Finance
Drivers
Volume, Pricing,
Channel, Efficiency
On time delivery,
inventory levels
Workforce, Headcount,
What’s the time to hire
Revenue, Cost, Profit,
and Working Capital
Plans
Sales forecast,
Territory & quota plan
Demand or inventory
plan
Workforce plan and cross
training or succession plan
Annual operating plan
(revenue & expense)
Dimensions Customer Product Employee or Team
By legal entity
or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports
Variance, Quota,
Coverage
On time delivery
Labor cost changes,
Variable
Management Reporting
(P&L and Balance)
Connected Planning

7. Sales and
Marketing
Supply
Chain
HR Finance
Drivers
Volume, Pricing,
Channel, Efficiency
On time delivery,
inventory levels
Workforce, Headcount,
What’s the time to hire
Revenue, Cost, Profit,
and Working Capital
Plans
Sales forecast,
Territory & quota plan
Demand or inventory
plan
Workforce plan and cross
training or succession plan
Annual operating plan
(revenue & expense)
Dimensions Customer Product Employee or Team
By legal entity
or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports
Variance, Quota,
Coverage
On time delivery
Labor cost changes,
Variable
Management Reporting
(P&L and Balance)
Number of
Users
Business
Value
Connected Planning

8. Geography
Product
Category
Business
Units
Hire
Discontinue
Product
Line
M+A
Connected Planning
PLANS
VALUE
Targets
Constraints
EXECUTION
MODELS
Debate
F O F O
What’s Possible?
• Drivers
• Historical
• External
• Revenue
Growth
• Operations
• Assets
• Workforce
Assumption
F O
Who, What,
When

9. Sales and
Marketing
Supply
Chain
HR Finance
Drivers
Volume, Pricing,
Channel, Efficiency
On time delivery,
inventory levels
Workforce, Headcount,
What’s the time to hire
Revenue, Cost, Profit,
and Working Capital
Plans
Sales forecast,
Territory & quota plan
Demand or inventory
plan
Workforce plan and cross
training or succession plan
Annual operating plan
(revenue & expense)
Dimensions Customer Product Employee or Team
By legal entity
or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports
Variance, Quota,
Coverage
On time delivery
Labor cost changes,
Variable
Management Reporting
(P&L and Balance)
Number of
Users
Business
Value
Connected Planning

10. Geography
Product
Category
Business
Units
Hire
Discontinue
Product
Line
M+A
Connected Planning
PLANS
VALUE
Targets
Constraints
EXECUTION
REPORTS
&
DASHBOARDS
MODELS
Debate
F O F O
What’s Possible?
• Drivers
• Historical
• External
• Revenue
Growth
• Operations
• Assets
• Workforce
Assumption
F O
F O
Transform Data and
Gather it up
Who, What,
When
Visualize
Statutory
Reporting
• Adjustments
• CTA..

11. Sales and
Marketing
Supply
Chain
HR Finance
Drivers
Volume, Pricing,
Channel, Efficiency
On time delivery,
inventory levels
Workforce, Headcount,
What’s the time to hire
Revenue, Cost, Profit,
and Working Capital
Plans
Sales forecast,
Territory & quota plan
Demand or inventory
plan
Workforce plan and cross
training or succession plan
Annual operating plan
(revenue & expense)
Dimensions Customer Product Employee or Team
By legal entity
or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports
Variance, Quota,
Coverage
On time delivery
Labor cost changes,
Variable
Management Reporting
(P&L and Balance)
Number of
Users
Business
Value
Connected Planning

12. Who, What,
When
Visualize
Statutory
Reporting
Geography
Product
Category
Business
Units
Hire
Discontinue
Product
Line
M+A
ANALYTICS
Connected Planning
PLANS
VALUE
Targets
Constraints
EXECUTION
REPORTS
&
DASHBOARDS
MODELS
Debate
Drill
F O F O
What’s Possible?
• Drivers
• Historical
• External
• Revenue
Growth
• Operations
• Assets
• Workforce
Assumption
• Adjustments
• CTA..
F O
• Trends
• Benchmarks
• Root Causes
Understand
Focus
Transform Data and
Gather it upF O
Insight
Predictive
Analytics
CONNECT
• Data
• Users
• Rules
• Workflow

13. Sales and
Marketing
Supply
Chain
HR Finance
Drivers
Volume, Pricing,
Channel, Efficiency
On time delivery,
inventory levels
Workforce, Headcount,
What’s the time to hire
Revenue, Cost, Profit,
and Working Capital
Plans
Sales forecast,
Territory & quota plan
Demand or inventory
plan
Workforce plan and cross
training or succession plan
Annual operating plan
(revenue & expense)
Dimensions Customer Product Employee or Team
By legal entity
or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports
Variance, Quota,
Coverage
On time delivery
Labor cost changes,
Variable
Management Reporting
(P&L and Balance)
Number of
Users
Business
Values
Connected Planning

14. Sales and
Marketing
Supply
Chain
HR Finance
Drivers
Volume, Pricing,
Channel, Efficiency
On time delivery,
inventory levels
Workforce, Headcount,
What’s the time to hire
Revenue, Cost, Profit,
and Working Capital
Plans
Sales forecast,
Territory & quota plan
Demand or inventory
plan
Workforce plan and cross
training or succession plan
Annual operating plan
(revenue & expense)
Dimensions Customer Product Employee or Team
By legal entity
or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports
Variance, Quota,
Coverage
On time delivery
Labor cost changes,
Variable
Management Reporting
(P&L and Balance)
Ease to
Implement
Business
Values
Connected Planning

15. Statutory
Reporting
Geography
Product
Category
Business
Units
Hire
Discontinue
Product
Line
M+A
ANALYTICS
PLANS
VALUE
Targets
Constraints
EXECUTION
REPORTS
& xx
DASHBOARDS
MODELS
Debate
Drill
F O F O
What’s Possible?
• Revenue
Growth
• Operations
• Assets
• Workforce
Assumptio
n
• Adjustments
• CTA
• Trends
• Benchmarks
• Root Causes
Understand
Focus
Transform Data and
Gather it up
Insight
Predictive
Analytics
CONNECT
• Data
• Users
• Rules
• Workflow
Visualize
Connected Planning
Vendors, Customers, Channels, Other Partners, External Workforce
Who, What,
When

16. Q A