Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Steelwedge 2015 Agility Webinar Series: 3 New Year’s Resolutions to Improve Your Supply Chain

943 views

Published on

Whether your 2015 business plan is set or you are in the planning stage, you won’t want to miss this webinar. It will highlight three key opportunities to improve supply chain performance and positively affect your bottom line.

Join this webinar to learn how to:

- Capture a more accurate demand signal through collaboration: Everyone talks about collaboration, but how do you effectively coordinate input across the organization and business partners? Learn how to successfully leverage sales and customer intelligence to improve forecast accuracy—and ultimately business performance.
- Transform Big Data into actionable insights: As the amount of data tracked increases exponentially, the ability to glean insights diminishes while system performance deteriorates. Learn how to leverage big data and improve your operational performance by mining the data and providing actionable insights to key decision makers.
- Achieve seamless planning: Your company has a strategic plan. But, how do you translate it into operational parameters? Learn how to overcome the planning latency across your existing systems and incorporate your strategic and annual plans into your sales and operations planning cycle.

Published in: Technology
  • Be the first to comment

Steelwedge 2015 Agility Webinar Series: 3 New Year’s Resolutions to Improve Your Supply Chain

  1. 1. 1© 2015 Steelwedge Software, Inc. Confidential. Single Line of Sight: Plan, Perform, Profit 3 New Year’s Resolutions to Improve your Supply Chain January 21, 2015
  2. 2. 2© 2015 Steelwedge Software, Inc. Confidential. Glenn Jones Background With over 15 years defining high value and forward thinking supply chain management software products and solutions, Glenn is responsible for product strategy at Steelwedge. Prior to joining Steelwedge, Glenn co-founded Elementum, a silicon valley startup focused on delivering supply chain risk management and visibility solutions in the cloud. Prior to Elementum, Glenn led product strategy and R&D at extremely innovative supply chain software companies including E2open, Amitive, One Network Enterprises, and i2 Technologies. Glenn is a pioneer in developing multi-tenant supply chain products deployed in a SaaS solutions in the cloud. Glenn holds a Bachelors of Science degree in Industrial Engineering at Texas A&M University. Executive Vice President, Product Strategy Steelwedge Software Inc. 3825 Hopyard Rd. Pleasanton, CA 94588 Tel : (949) 588-1495 gjones@steelwedge.com
  3. 3. 3© 2015 Steelwedge Software, Inc. Confidential. Ed Lewis 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
  4. 4. 4© 2015 Steelwedge Software, Inc. Confidential. Agenda • Introduction • Increase Forecast Accuracy with Collaboration • Achieve Seamless Planning • Actionable Insights from Big Data • Questions and Answers
  5. 5. 5© 2015 Steelwedge Software, Inc. Confidential. 3 Resolutions to Improve Performance and Bottom Line Big Data • New Insights • End to End Planning • Real-time Value of Innovation • Increased forecast accuracy • Improved customer satisfaction • Increased agility, resiliency, market share Collaboration • External Trading Partners • Salesforce Collaboration Seamless Planning • Multiple Applications • Multiple Stakeholders • Different Planning Terms
  6. 6. 6© 2015 Steelwedge Software, Inc. Confidential. Agenda • Introduction • Increase Forecast Accuracy with Collaboration • Achieve Seamless Planning • Actionable Insights from Big Data • Questions and Answers
  7. 7. 7© 2015 Steelwedge Software, Inc. Confidential. Trading Partner Collaboration Distributor Supplier Forecast Commit Forecast • Share Forecasts • Management by exception • Identify prioritize & resolve issues Customer
  8. 8. 8© 2015 Steelwedge Software, Inc. Confidential. Untapped Resource – Sales Insight for Demand Planning Distributor Supplier Forecast Commit Forecast • Share Forecasts • Management by exception • Identify prioritize & resolve issues Customer Sales Organization
  9. 9. 9© 2015 Steelwedge Software, Inc. Confidential. Improve forecast accuracy with sales intelligence CRM contains valuable Demand Planning data ... but most often is not integrated. System of Record for the Sales organization. Provides most up-to-date information on current Opportunities. No direct translation between CRM data and demand planning terms. Often maintained at an aggregate level - family, sub-family. Volume Orders Vague opportunities Time M01 M02 M03 04 M05 M06 M07 ... M12 M13 Translation to Demand Planning terms required to unlock the value in CRM data : value to volume, quarter to month, product group to sub group etc. Statistical forecast alone insufficient for Opportunity driven business models (CTO, ETO, MTO, Projects). Forecast
  10. 10. 10© 2015 Steelwedge Software, Inc. Confidential. Key Considerations for Including CRM/Pipeline Information in Demand Planning • CRM use case in Demand Planning; • Information only • Active part of the unconstrained forecast • Manual Opportunity override, inclusion or adjustment • Business Rules and Criteria to include CRM data; • % probability • Sales Stage • Big Deals • Exceptional Demand • Conversion Rules • Revenue to Volume • Time Phased Data e.g. quarters to months • Configure to Order attach rates for product options
  11. 11. 11© 2015 Steelwedge Software, Inc. Confidential. High / medium / low probability of winning is decided according to the ‘gut feel’ of Sales Management Quoted opportunities only Steelwedge Customer Example #1 Which Opportunities to Include? Project Opportunity Low probability of winning High probability of winning Do not consider for shortlist Do not consider for shortlist Is information on opportunity volumes known? Project opportunity, quantified to be considered in the forecast Estimate opportunity volumes based on historical experience and market intelligence No Yes Medium probability of winning Sales stage >=5 (Confidence level >=75%) Sales stage <5 (Confidence level <75%) Do not consider for shortlist
  12. 12. 12© 2015 Steelwedge Software, Inc. Confidential. Steelwedge Customer Example #2 Integration of Big Projects/Exceptional Demand History Future 1. Baseline 2. “Repeatable” abnormal demand 3. Abnormal demand Statistical rules 1. Statistical (baseline) forecast (SW) 3. Manual Overrides 1. Historic data will be manually changed in SW only in exceptional circumstances – approval required 2. Most of the “fat” (historic projects and outliers) will be ‘dampened’ by statistical rules 1. “Repeatable” abnormal demand will be included in the statistical (baseline) forecast 2. Future abnormal demand will be added through the CRM 3. Manual overrides based on additional sales and marketing intelligence will be made to the forecast in SW 2. Abnormal demand feed
  13. 13. 13© 2015 Steelwedge Software, Inc. Confidential. Insert SPB screenshots here Link to ESOP CRM Opportunity Pipeline via Sales Pipeline Bridge Opportunity Pipeline for Demand Management
  14. 14. 14© 2015 Steelwedge Software, Inc. Confidential. 2.42 Acct Mgr RE Laptops Max Stores-M Opportunity Pipeline via Sales Pipeline Bridge on Opportunity Pipeline Detail
  15. 15. 15© 2015 Steelwedge Software, Inc. Confidential. Capture Sales Forecast at the source – in the CRM 1. Opportunity • Product • Product Component Opportunity 3. Opportunity Info and Request for Quote Account Manager Sales Pipeline Bridge 1. Create/Change Opportunity in SFDC with Product Information. 2. Generate Forecast in SFDC At Opportunity Creation Opportunities (1 & 2) Opportunities with Package Detail (4) 4. Quote Into with Product Detail Web Services based data exchange Web Services based data exchange Package & Component Master Data (A) A. Product & Component Master Data Customer ERP
  16. 16. 16© 2015 Steelwedge Software, Inc. Confidential. Salesforce Forecast Capture App Sales Forecast Detail
  17. 17. 17© 2015 Steelwedge Software, Inc. Confidential. Agenda • Introduction • Increase Forecast Accuracy with Collaboration • Achieve Seamless Planning • Actionable Insights from Big Data • Questions and Answers
  18. 18. 18© 2015 Steelwedge Software, Inc. Confidential. The Supply Chain Today Extreme Volatility Climate/weather, fuel costs, natural disasters, currency, Demand High Customer Expectations Availability expected even with fluctuating demand. Increasing Product, Sourcing and Distribution Complexity Mixed global and local sourcing and distribution.Change is the new normal Traditional SC Planning does not deliver Legacy systems cannot plan in real-time. Latency from multiple disconnected applications and schemas. Plans are outdated before completed. Cumbersome collaboration process across organizations and functions. Low customer satisfaction and reduced profitability Misalignment between units, revenue, margin, supply and demand.
  19. 19. 19© 2015 Steelwedge Software, Inc. Confidential. IBP/S&OP Solutions: Heterogeneous Landscape
  20. 20. 20© 2015 Steelwedge Software, Inc. Confidential. Strategic and Tactical Planning ERP CRM OMS WMS Strategy New Products Analytics Performance Financial Sales Demand Inventory MES Materials Production Operations and Execution Supplier Collaboration Customer Collaboration OMS A comprehensive solution requires multiple applications and integrations. Multiple Applications = Planning Latency
  21. 21. 21© 2015 Steelwedge Software, Inc. Confidential. Strategic and Tactical Planning Operations and Execution Supply Chain Planning Platform ERP CRM OMS WMS Strategy New Products Analytics Performance Financial Sales Demand Inventory MES Materials Production Supplier Collaboration Customer Collaboration OMS Next Generation Supply Chain Planning Seamlessly explore options, collaborate and take action with game changing technology.
  22. 22. 22© 2015 Steelwedge Software, Inc. Confidential. Supply Chain Planning 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 Stakeholders • Plan Review • Overrides • Assumptions • Scenarios • Consensus Process • Audit Trail • Analytics 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 Stakeholders Account Managers Sales Managers Marketing Demand Planners Supply Planners Production Planners Finance Executives Customers Suppliers Cross-functional Planning Environment Supply Chain Planning Technology
  23. 23. 23© 2015 Steelwedge Software, Inc. Confidential. Agenda • Introduction • Increase Forecast Accuracy with Collaboration • Achieve Seamless Planning • Actionable Insights from Big Data • Questions and Answers
  24. 24. 24© 2015 Steelwedge Software, Inc. Confidential. Supply Chains do not Sense and have a Visibility issue
  25. 25. 25© 2015 Steelwedge Software, Inc. Confidential. What is exciting in Supply Chain?
  26. 26. 26© 2015 Steelwedge Software, Inc. Confidential. On line/Web Dashboards Mobile Dashboards Excel Reports Email Dashboards & Alerts Supply Chain Insight: How you need it… Supply Chain Insight
  27. 27. 27© 2015 Steelwedge Software, Inc. Confidential.
  28. 28. 28© 2015 Steelwedge Software, Inc. Confidential. Executive Dashboard At the airport, on his way to meet with an important customer, Jim notes a misalignment in the APAC forecast. HighTechCo COO - Jim Burrell Jim quickly sends an email to the team asking about the gap. He circles the problem area and also asks for confirmation of production capacity for the Freedom’s launch
  29. 29. 29© 2015 Steelwedge Software, Inc. Confidential.
  30. 30. 30© 2015 Steelwedge Software, Inc. Confidential.
  31. 31. 31© 2015 Steelwedge Software, Inc. Confidential. Start by Executing these New Year’s Resolutions Today 1. Incorporate sales and customer intelligence into your forecasting process. 2. Leverage technology to support a seamless planning process and improve agility 3. Identify and leverage data that is not currently being considered in your planning process
  32. 32. 32© 2015 Steelwedge Software, Inc. Confidential. Q&A Contact Us Email: info@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

×