Post on 13-Jan-2015
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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 © 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 © 2014 Steelwedge Software, Inc. Confidential.
4 © 2014 Steelwedge Software, Inc. Confidential.
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 © 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 © 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 © 2014 Steelwedge Software, Inc. Confidential.
Poll: Does this look familiar?
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
Val
ue
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 © 2014 Steelwedge Software, Inc. Confidential.
IBP/S&OP Solutions: Heterogeneous Landscape
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 © 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 Terms Stakeholders
Account Managers
Sales Managers
Marketing
Demand Planners
Supply Planners
Production Planners
Finance
Executives
Customers
Suppliers
Cross-functional Planning
Environment
S&OP Technology
13 © 2014 Steelwedge Software, Inc. Confidential.
Poll: What are your value drivers?
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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 2014 Steelwedge Software, Inc. Confidential.
Poll:
Phased S&OP implementation?
29 © 2014 Steelwedge Software, Inc. Confidential.
Key Evaluation Criteria: Crawl, Walk, Run
Key Functionality
Category Description
Sales Revenue Planning
Phase 1 Statistical 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 4 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
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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 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 © 2014 Steelwedge Software, Inc. Confidential.
IBP/S&OP Provider Comparison
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 © 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 © 2014 Steelwedge Software, Inc. Confidential.
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 © 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 © 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 © 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 © 2014 Steelwedge Software, Inc. Confidential.
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 © 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 © 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.