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Is Your S&OP Lost in Translation?

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While alignment between demand, supply and finance is essential for sales and operations planning (S&OP) success, each use different planning terms. As a result, many companies struggle to translate these terms into the “language” that each department speaks. Marketing and Sales use revenue terms, Operations plans in volume (cases, eaches, liters, kilograms) and Finance measures by revenue and margin. To make the translation even more challenging, different stakeholders plan at different levels of aggregation—or “dialects.” Some plan at the Product Family level, some at SKU and others at the Regional and Divisional level.

This webinar will explore how powerful S&OP technology seamlessly translates planning data from across the organization and all levels of aggregation into relevant units of measure to provide essential stakeholder insights.

Join this webinar to fully understand:
- The translation obstacles that all companies face
- The high costs associated with disjointed planning
- Best practices to overcome translation challenges and ensure efficient and effective planning

Published in: Technology
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Is Your S&OP Lost in Translation?

  1. 1. 1 © 2014 Steelwedge Software, Inc. Confidential. Single Line of Sight: Plan, Perform, Profit Agility Webinar Series Is Your S&OP Lost in Translation?
  2. 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 SCP 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. 3 © 2014 Steelwedge Software, Inc. Confidential. Agenda •The Problem: The Spreadsheet Approach •Solution: S&OP Automation •Steelwedge in Action •Industry Analysts and Experts •Q & A
  4. 4. 4 © 2014 Steelwedge Software, Inc. Confidential. “ Steelwedge has grown into the market's leading S&OP solution in the cloud. ” Rating: Positive  Global market share leader  Offices: USA, Europe, Japan & India  Founded in 2000, 50%+ year over year growth  Global organization focused on global delivery  Cloud Based Integrated Business planning platform  100% cloud-based for rapid deployment & value realization Steelwedge: The S&OP Company
  5. 5. 5 © 2014 Steelwedge Software, Inc. Confidential. Agenda •The Problem: The Spreadsheet Approach •Solution: S&OP Automation •Steelwedge in Action •Industry Analysts and Experts •Q & A
  6. 6. 6 © 2014 Steelwedge Software, Inc. Confidential. Planning Terms Customer Revenue Product, Sub-family Planning Terms New Product Promotions Region Planning Terms Inventory and Capacity Product Stock and Production Locations Finance Plans Revenue, Margin & Cash Region and Geo Product Family Demand Planning, SCP/APS Systems ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Data Collection, Reconciliation Operations Marketing Sales Finance Systems Landscape Ground Reality: Trying It With Spreadsheets
  7. 7. 7 © 2014 Steelwedge Software, Inc. Confidential. Planning Terms Geo, Region Revenue, Margin, Cash Product Family Planning Terms New Product Promotions Region Planning Terms Inventory and Capacity Product Stock and Production Locations Finance Plans Revenue, Margin & Cash Region and Geo Product Family Planning Terms Customer Revenue Product, Sub-family Pre-ESOP Demand Planning, SCP/APS Systems ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Consolidation, Review, Overrides Data Collection, Reconciliation Consensus Process ESOP Operations Marketing Sales Finance Systems Landscape Ground Reality: Trying It With Spreadsheets
  8. 8. 8 © 2014 Steelwedge Software, Inc. Confidential. Planning Terms Geo, Region Revenue, Margin, Cash Product Family Planning Terms New Product Promotions Region Planning Terms Inventory and Capacity Product Stock and Production Locations Finance Plans Revenue, Margin & Cash Region and Geo Product Family Planning Terms Customer Revenue Product, Sub-family Pre-ESOP Ground Reality: Trying It With Spreadsheets Demand Planning, SCP/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
  9. 9. 10 © 2014 Steelwedge Software, Inc. Confidential. Poll Question 1 Does this look familiar?
  10. 10. 11 © 2014 Steelwedge Software, Inc. Confidential. Agenda •The Problem: The Spreadsheet Approach •Solution: S&OP Automation •Steelwedge in Action •Industry Analysts and Experts •Q & A
  11. 11. 12 © 2014 Steelwedge Software, Inc. Confidential. IBP/S&OP Solutions: Heterogeneous Landscape
  12. 12. 13 © 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
  13. 13. 14 © 2014 Steelwedge Software, Inc. Confidential. Drive & Sustain Adoption & Values with S&OP Technology 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 … to support the process” -Tim Payne VP Supply Chain Analysis, Gartner
  14. 14. 15 © 2014 Steelwedge Software, Inc. Confidential. S&OP Technology Requirements Demand Planning, SCP/APS Systems ERP, Financial, & Transactional Systems SAP, Oracle, etc. Industry Data Single Cross-Functional Planning Environment Interactive planning for: •All S&OP Stakeholders •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 Views Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Cross-functional Planning Environment S&OP Technology
  15. 15. 16 © 2014 Steelwedge Software, Inc. Confidential. • Mix & Volume forecasting - always in sync. • At any combinations/level of the appropriate hierarchies, view/adjust: • Volume and Pricing, i.e. Product or Family by Customer or Region • Costing, i.e. Product by Source • Revenue and Margins, i.e. Family by Geo Managing the Translation between Functions
  16. 16. 17 © 2014 Steelwedge Software, Inc. Confidential. Poll Question 2 How do you translate plans today?
  17. 17. 18 © 2014 Steelwedge Software, Inc. Confidential. Agenda •The Problem: The Spreadsheet Approach •Solution: S&OP Automation •Steelwedge in Action •Industry Analysts and Experts •Q & A
  18. 18. 19 © 2014 Steelwedge Software, Inc. Confidential. Poll Question 3 What’s your company’s balance between preparation and actual planning?
  19. 19. 20 © 2014 Steelwedge Software, Inc. Confidential. Agenda •The Problem: The Spreadsheet Approach •Solution: S&OP Automation •Steelwedge in Action •Industry Analyst and Experts •Q & A
  20. 20. 21 © 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
  21. 21. 22 © 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
  22. 22. 23 © 2014 Steelwedge Software, Inc. Confidential. Q&A Contact Us Email: elewis@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
  23. 23. 24 © 2014 Steelwedge Software, Inc. Confidential.

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