Presentation Real Time Sales &Operations Planning

Use as a Starter Kit or Enhance your Process

Arun Cavale
Supply Chain Consultant

About
Arun Cavale President Head of Supply Chain and Manufacturing consulting practice. Enabled Fortune 1000 clients improve supply chain delivery performance with successful planning initiatives
Consulting & Services Supply Chain Process Design using Oracle Advanced Planning Deliver and maintain Sales & Demand Forecasts About Supply Chain Consulting Best-in-class provider of Supply Chain Process Design Forecasting & Demand Management Supply & Manufacturing Management Sales & Operations Planning Risk & Liability Planning Founded in 1999; Orange County, CA Deep domain expertise Named Fortune 1000 customers

Agenda

Introduction to S&OP Demantra RTSOP Module Starter Kit Enhance existing process Summary Close

Introduction to Sales and Operations Planning

Sales & Operations Planning

Goal : Create a single plan for the enterprise that meets Finance, Sales and Operations objectives Benefit: Organizations within and outside the enterprise work in alignment because they work to a single plan Process: Organizations provide input Management review of scenarios Identify most acceptable scenario Publish new plan Frequency: Quarterly, Monthly , Weekly or Daily

Sales & Operations Planning

Finance Planning
Finance Plan Business Planning

S & OP Review

Consensus Plan

Demand Planning
Forecast Sales & Mktg. Input Final Forecast

Supply Planning
Constrained Supply Plan Simulations

Distbn. Plan
MFG Plan

Simple vs Complex
Demand Management Simple: Customer or Sales team provides forecast or Generate Forecast based on history/ no override Complexity: Marketing Inputs, Product Management Inputs, Trend Analysis, Product Mixes, Events, Promotions etc Supply Management Simple: Distribution and procurement plan Complexity: Manufacturing Plants with capacity constraints, transportation, varying Safety Stocks S & OP Review Simple: Demand and Supply matched to Finance plan Complexity: Changes to Capacity / Product Mix, Profitability analysis etc

Demantra RTSOP Module

Oracle Demantra Products

Oracle Demantra Platform of 6 Solutions

-Demantra Demand Management -Advanced Forecasting and Demand Modeling -Real Time Sales and Operations Planning -Predictive Trade Planning -Trade Promotion Optimization -Deductions and Settlement Management

Oracle Demantra Products

Demantra Demand Management Core Application
Foundation of Demantras technology Collect data from Source Load Dimension, Level values and Transaction values Pre-seeded hierarchies, worksheets and workflows to analyze and disseminate critical forecast information. Includes state-of-the-art Bayesian statistical forecasting

Collaboration Platform - alerts & exceptions

Unlimited Hierarchies, Dimensions, Levels and Attributes

Functionality perspective
Demantra Functionality
Basics Information - Data Series History Forecast Structure - Hierarchies Product Customer Functions - Forecasts Bayesian Seasonality Advanced algorithms

Oracle Demantra Products

Real Time Sales and Operations Planning
Balancing supply and demand across all business functions for a cohesive business planning process

Repository for Supply & Demand information Supports Consensus based Demand Planning Workflow based process Canned worksheets to define process Top Down and Bottoms up Plan validation Financial Gap Analysis Exception based reporting Notes and Audit Trail tracking

Sales & Operations Process Overview

D e m a n d P la n R e v ie w
C o n se n su s W a te rfa ll A n a lysis P ro d u ct C a te g o ry

S u p p ly P la n R e v ie w
C o n stra in e d F o re ca st P ro d u ct C a te g o ry R e so u rce R o u g h C u t C a p a city P la n P ro d u ctio n P la n P ro d u ct C a te g o ry In ve n to ry P la n P ro d u ct C a te g o ry P ro je cte d B a cklo g P ro d u ct C a te g o ry C o n so lid a te d P la n P ro d u ct C a te g o ry F in a n cia l S u m m a ry P ro d u ct C a te g o ry

S e n io r M a n a g e m e n t R e v ie w
C u m u la tive P la n P ro d u ct C a te g o ry

C o lle c t a n d D o w n lo a d D a ta

M a rke tin g F o re ca st S a le s F o re ca st C o n se n su s F o re ca st P ro d u ct C a te g o ry

K P I D a sh b o a rd P ro d u ct C a te g o ry K P I S ce n a rio C o m p a riso n P ro d u ct C a te g o ry

C o n s e n s u s F o re c a s t

Consensus S u p p ly P la n

A p p ro v e d D e m a n d a n d S u p p ly P la n

P u b lis h P la n s

Legend
P ro ce ss S te p W o rksh e e t O u tp u t

Oracle Demantra Sales & Operations Planning

Pre-defined Series

Consensus Forecasting Sales Forecast Marketing Forecast Consensus Forecast Constrained Forecast Constrained Forecast Unmet Demand Demand Fill % Resource Capacity Required Capacity Available Capacity Utilization %

Production Plan Actual Production Production Plan Production Adherence % Inventory Plan Actual On-Hand Projected On-Hand Periods On-Hand Consolidated View Cumulative Consensus Fcst Cumulative Constrained Fcst Cumulative Budget

Oracle Demantra Sales & Operations Planning

Pre-seeded Workflows
Sales & Operations Planning provides pre-seeded workflows to manage:

EBS integration ASCP/SNO integration Demand and Supply review Exception detection

Workflow Schema groups collect Workflows by purpose:

Oracle Demantra Sales & Operations Planning Pre-seeded Workflows

EBS integration :
Download SCI data Download Unit Cost

ASCP/SNO integration (supply plan data)

Outbound: Download Plan Scenarios Download Plan Scenario Data Inbound (ASCP): Upload Consensus Forecast (at different aggregations)

Exception detection:
Low Demand Fill Rate Resource Capacity Overused Poor Production Adherence Poor Projected On-Hand Adherence Constrained Forecast Below Budget Supply Plan Exception Detection Real Time Sales Tracking

Oracle Demantra Sales & Operations Planning Pre-seeded Workflows

Other
Booking Forecast Generation Demand Review Process Approve Plan Scenario Remove Plan Scenario Approval

EBS-Demantra S&OP Seeded Import Profiles

Supply Plan Information Plan Scenarios
Import plan scenario members and population.

Plan Data
Import ASCP and SNO-related series data such as production plan etc.,

Resources Resource and Scenario Resources

Import scenario-resources and resources.

SCI Data Import SCI Data

Import SCI data such as backlog, actual production etc.,

Unit cost
Import unit cost

Starter Kit

Starting with no S&OP Process

Quick Start up Predefined Worksheets Predefined Workflows Predefined Interfaces Standard Model Based on standard S&OP model Ease of use Integrated Data flow Inbuilt reporting capabilities

Steps to starting up
Data Forecast in Demantra Demand Management Publish forecast Supply Plan (ASCP / SNO) using published forecast Collect supply plan into Demantra Process Model Identify Workflows and Worksheets Map review process Validate data in worksheets

Enhance existing process

Opportunities for existing S&OP process

Platform Collaborative allows geographically separated groups to work cohesively Integrated platform reflects changes immediately Workflow driven exception capabilities Demand management processes Sales forecast Statistical Models & Nodal Tuning Customer forecast Causals Trade Promotions Shape modeling

Enhance existing S&OP process

Marketing forecast Market share analysis New product introductions Product mix analysis Weight for Demand Inputs Supply management process Multiple supply scenarios What if simulations S&OP processes Review multiple scenarios Financial gap analysis Profitability & product mix analysis Lock current plan and start new cycle

contd.

Summary

Summary
Sales and Operations Planning Process

Simple cycle, low frequency of updates Complex cycle for more dynamic demand environments

Oracle Demantra Real Time Sales and Operational Planning

Provides Worksheets & Workflows to create Supply Constrained Consensus Forecast

Rich functionality to fit beginners and advanced users of S&OP process

Starter Kit or Enhancements

Q&A

Contact Information Arun Cavale Tel: 714 338 6165 Email: acavale@nexinfo.com www.nexinfo.com

Close