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Transcript

March 28, 2024, 9:38AM

Trang Phan started transcription

Trang Phan 0:06


So, uh, there are a couple of questions that I would like to ask you in terms of the
impact of the IDP's result to the ISB.

Mohankumar THIRUNAVUKKARASU 0:16


Umm.

Trang Phan 0:18


So he is the list of questions that I share in the spring that I love to have you it, uh,
elaborate a bit more.
So let's start with the first one.

Mohankumar THIRUNAVUKKARASU 0:31


Mm-hmm.

Trang Phan 0:34


How does the integrated demand planning influence the decision making process
within the integrated supply chain planning?

Mohankumar THIRUNAVUKKARASU 0:47


So, well, with the current process instruction, so we are more in close with the IP.
So we are using the target from IDP.

Trang Phan 0:55


Yeah.

Mohankumar THIRUNAVUKKARASU 0:59


Uh, it's more IBP driven and ISP doesn't have a close contact with IDP.
It's a flow from IDP to IBP and then IBP posted August to us.

Trang Phan 1:06


Yeah.

Mohankumar THIRUNAVUKKARASU 1:12


So overall this help us to demand analyze what is the the target we actually have for
the quarter of this upcoming season.
Whatever.
And then we also get the demand from buying point of view.
So we have a buying and planning divisions.
They have their own demand and the IDP IDP has a different demand.
So any misalignment we have so between, uh, the finance?
Targets IMDb targets and the buying and planning target, which is a supply chain
target.
So this help us to.
Align you with one number.
What is my final?
Requirement and I need to plan my supply chain planning cording to that.

Trang Phan 2:14


Yeah.
So can you give an example of it?
Like 1 number of the uh.
Inbound or like what the yeah, what knows?

Mohankumar THIRUNAVUKKARASU 2:24


One number of what do you mean by?

Trang Phan 2:29


One number mean is that like like in the specific example?

Mohankumar THIRUNAVUKKARASU 2:34


One number it doesn't it.
It means that how much we we wanted to ship for spring 25 or winter pre spring 25
or fall 24, you know you you have a future forecast future seasons and yeah, every
department has their own demand.
But what is the final demand that that will meet the the entire PVH?
Which?
And business target and.

Trang Phan 3:06


OK.
So they are like here I lie here.
How much need to shift for spring 23 then example?

Mohankumar THIRUNAVUKKARASU 3:14


Out how much?
How much we need to achieve for our spring 2023?
It's not.

Trang Phan 3:20


OK.

Mohankumar THIRUNAVUKKARASU 3:20


It's not about shipping, but what is my?
Trang Phan 3:23
2.

Mohankumar THIRUNAVUKKARASU 3:24


What is my selling quantity?
What?
How much I'm gonna sell for springtime going forward, like with by.
Where are you seeing my overall cost?

Trang Phan 3:34


Yep.

Mohankumar THIRUNAVUKKARASU 3:37


Because demand can have one number, but supplication maybe have little bit of
extra.
What the actual demand is, and then if you buy more than the actual demand, then
you have a lot of inventory.
So that will affect your bust expenses.

Trang Phan 3:58


Me up.
OK.
So, uh yeah, I also have a one more related question to the presentation that
yesterday or no on Monday, the team, your team person.
So yeah, I will show you the presentation again.
And can you show me which part does we really have a connection with demand?

Mohankumar THIRUNAVUKKARASU 4:25


It's the tactical part.

Trang Phan 4:27


OK, so I will share it now.
Just one second.
Let let me think.

Mohankumar THIRUNAVUKKARASU 4:34


It's the technical planning, supply chain planning.

Trang Phan 4:39


OK, so I need to figure out where I say my boy board and and there are some couple
of questions related to that, yeah.
No, no, no.
Hey I think it's sharing knowledge lesson.
OK.
Mohankumar THIRUNAVUKKARASU 5:04
We.

Trang Phan 5:04


So it's in the that's it.
Go sit to Germans.

Mohankumar THIRUNAVUKKARASU 5:07


And if you if you know if you go go once later.

Trang Phan 5:12


Above.

Mohankumar THIRUNAVUKKARASU 5:12


So yeah, no, the third one.
33 number 3.
Yeah.
So here you're gonna see that.
The integrated Asset SC planning, so that is where the demand touches.
Then integrated planning, business, play chain and demand.
So, so that demand gives us the guidance in the integrated SC planning the above 1,
then bait based on that.

Trang Phan 5:46


OK.

Mohankumar THIRUNAVUKKARASU 5:49


So we we we create strategies and we create a plan in the downstream supply sheet
which is the warehouse planning.

Trang Phan 6:01


OK, got it.

Mohankumar THIRUNAVUKKARASU 6:01


Also, if you if you go next to one.

Trang Phan 6:04


Next one next lie you mean?

Mohankumar THIRUNAVUKKARASU 6:07


So yeah, this part, this tactical strategy goal is more demand, demand and finance
driven.
So operational is it doesn't come into demand the part because the operation was
before is it was tactical and then it once it becomes operational then it's it's more
operations with the local teams.
Uh, so tactical and strategical will be the most focus that comes into that.
The demand comes into close contact with the ISP.

Trang Phan 6:45


Yep, Yep.
OK.
And then here uh is the like.
Is the your process right?
And yeah, so uh, I'm not quite sure how it really related to the data that we the data
from the the integrated business plan is that the they provide one number for
sample.

Mohankumar THIRUNAVUKKARASU 6:56


Yeah.

Trang Phan 7:17


You just mentioned that, uh, about the uh selling quantity, so if selling quantity in
this case is like the 30K, then you have to plan the inbound here like exactly with the
number they gonna about.

Mohankumar THIRUNAVUKKARASU 7:36


So we, we we cannot always can have a exact number it it will be never exact.

Trang Phan 7:41


Umm.

Mohankumar THIRUNAVUKKARASU 7:44


So if you have 100% of your demand, uh, in in the downstream supply chain, so
maybe we we, but just PO two person extra then the demand for 102 percentage and
then the extra two percentage will be on some of the most highly selling quantities
or products.
Uh, and then sometimes if you demand is 100 percentage and and then the the
supply chain people buying and planning, they know uh very well.

Trang Phan 8:08


Yup.

Mohankumar THIRUNAVUKKARASU 8:21


Uh, sometimes they place only 99% of the demand, so maybe plus one person ± 2%
against always the demand. But.
Where the IDP comes into the main decision making processes OK, you are IDP so
you you are saying that for spring 2025 I wanted to umm we are project forecasting
a demand of 20 million pieces but the buying and planning who are in close contact
in the downstreet are placing PO's they say we are forecasting we are estimating uh
uh 17 million pieces.
Trang Phan 9:02
Yep.

Mohankumar THIRUNAVUKKARASU 9:10


OK, now you have 3,000,000 difference.
This is a very huge, huge difference and this this point of time, uh, we go in a serious
discussion of, OK, you said you say 20 million I say 70 million then what do we really
need to uh uh what do we really need to bring first achieve for spring 25 and we we
have once in a month and meeting umm integrating the demand also the IBP also
the supply chain uh there they discuss and take the decision at the top management
level.

Trang Phan 9:14


Yup.
OK.
OK, because I I've been here two months, but I haven't enough meeting, so I'm not
quite sure.

Mohankumar THIRUNAVUKKARASU 10:01


Umm.

Trang Phan 10:01


Like if there are diff discrepancies between the number that we provide in the buying
team that I think I can propose that we can make major in the future to see like how
can we solve it and have be helpful.
Yeah, I think thank you very much for explanation.

Mohankumar THIRUNAVUKKARASU 10:19


Umm.

Trang Phan 10:20


And then the next question is.
Yeah.
So the second question, you answer like cooperative like result and uh to to your
operations like your daily job like how does the IDP have in aligning the inventory
levels or distributions justify with the framework of your daily work like do you it
was?

Mohankumar THIRUNAVUKKARASU 10:50


But no, it doesn't.
No, it doesn't.
Even back then, the daily level, it's just more it's it's not operational.

Trang Phan 10:55


OK.
Mohankumar THIRUNAVUKKARASU 10:58
But and once in every month but wait in a month.
Umm, we just aligned on what is the demand on my tactical seasons, future seasons.

Trang Phan 11:14


Yeah.
On the tactical season.

Mohankumar THIRUNAVUKKARASU 11:17


It's it's not a, it's not operational, but we don't go into broader group level Division
level, no chess.
What is my total demand for TH CK for spring 25 or summer freefall?
You know the future seasons.
What?
What?
What is the demand?

Trang Phan 11:36


Yeah.

Mohankumar THIRUNAVUKKARASU 11:37


What is the demand in this planning and what is the IBS planning against the
demand and how much the buying and planning is planning wanted these three
numbers at the moment and then we yeah, no, it's not a wholesale, it's just a demand
of dollars.

Trang Phan 11:47


OK.
Yeah.
Uh.
Demand of total.

Mohankumar THIRUNAVUKKARASU 11:59


To me, to me, in inbound ISP, we don't care what it's for sale or retailer.
For us, it's just the total season and for brand.

Trang Phan 12:07


Umm.
Yep, got either total demand of total season for Brian.
Yeah.
OK, so this one is the question is the you need to take from us to get the
information.
OK.
Yeah.
So it's like a in terms of like the DIGIC or like they are not really into operation yet.
Yeah, steam.
And move to the next question.
So do you think in any way that the IDP team could have to provide data for any ISP
projects in the future?
For example, I saw that you present.
Your team present for project the that is upcoming.

Mohankumar THIRUNAVUKKARASU 13:04


We which one?

Trang Phan 13:04


So do you think that we can have with anything of this?
I like planning for Geno planning like, do you need your data off of us?
For anything related.

Mohankumar THIRUNAVUKKARASU 13:20


No, I mean we don't, we won't.
We are not taking directly from IDP but but but from IBP and these numbers goes to
IB and then from IBM close to ISP.

Trang Phan 13:25


I've yet yeah, yeah.
Yeah, yeah.

Mohankumar THIRUNAVUKKARASU 13:35


So IBP is the one that integrates IDP and I speak.

Trang Phan 13:43


OK.
So yeah. Yeah.
So mainly from.
From IBM?
Yep.
And maybe.

Mohankumar THIRUNAVUKKARASU 13:51


I we can say we can say like indirect effect on US indirect dependency through IB.

Trang Phan 14:01


Yeah.
OK.

Mohankumar THIRUNAVUKKARASU 14:06


You can write in the dependency through IBP to ASP.

Trang Phan 14:14


Yep.
OK, I can see, yeah.

Mohankumar THIRUNAVUKKARASU 14:16


No.
Through IBP, sorry you need to like who I be IBP 2 ISP.

Trang Phan 14:21


IB yeah.
Who I alright.

Mohankumar THIRUNAVUKKARASU 14:27


No, no, no.
Uh.
IBP you it's right and then you need to add 2 TiVo and then ISP.
Then the right IBP.

Trang Phan 14:37


Uh to yeah, OK, I.

Mohankumar THIRUNAVUKKARASU 14:40


Write a B.
Be IBS and then two D O2.

Trang Phan 14:44


Be yes.
2.

Mohankumar THIRUNAVUKKARASU 14:50


That's it.

Trang Phan 14:52


OK.
Yeah, yeah, I got your idea.
That's very clear to me because I also got a bit of a yeah overview during the last two
months, yeah, so.

Mohankumar THIRUNAVUKKARASU 14:58


Yep.

Trang Phan 15:06


Second ohh.
Yeah, I because we don't have really direct impact.
So I think that we can skip the question 5 Skype.

Mohankumar THIRUNAVUKKARASU 15:17


No, no, we I I can maybe give some some answer to your file.
Uh, it still matters like from demand point of view.
So recently for fall 24, we increased our capacity because we want to ship more
quantities in for in.
For example, in June, like in, in in first RDD.
Uh, yeah.
I mean we we have an I will beat target because the first thing first thing inbound
arrives in from June on my June onwards fall 24 and then the current supply chain
plan is not enough to support the IB.

Trang Phan 15:55


Yeah.

Mohankumar THIRUNAVUKKARASU 16:08


So we increase our capacity to increase our inbound target.

Trang Phan 16:15


Yep, OK.

Mohankumar THIRUNAVUKKARASU 16:16


I mean, again, this is Sen indirectly coming from the IDP.

Trang Phan 16:22


Yeah.
Yeah.
Yeah, yeah, yeah.
OK, I adding gonna take it later.
OK.
Yeah.
So it's like indirect connection, but still relevant game and then uh, about the result.
Education.
Do you think that, uh, it have our data gonna have you with allocators stock or
something like to the you know, OK cause here at you.

Mohankumar THIRUNAVUKKARASU 16:47


No.
But I i.e.
Yeah.

Trang Phan 16:54


Yeah.

Mohankumar THIRUNAVUKKARASU 16:54


Tell me.

Trang Phan 16:54


For example, I just an idea.
Maybe it's just from theory.
I learn from school, but uh yeah.

Mohankumar THIRUNAVUKKARASU 16:59


Yeah.

Trang Phan 17:01


So you see.
Meow.
Not really direct, so yeah, uh, you see here, you need to let me have a big like this
one.
You, Wendy, see delivery like your or maybe good receive you want.

Mohankumar THIRUNAVUKKARASU 17:13


Yeah.

Trang Phan 17:16


You want to receive this one in the next, uh, and next month?
Uh, next few months when we have a data of the final result, forecasting of the
wholesale, then you, we we cannot provide that to your team, uh.
So you can have that too to can predict how much you're gonna involve, right?
That's it.
That's a can be idea.

Mohankumar THIRUNAVUKKARASU 17:46


So you your team gonna provide data to this one you mean?

Trang Phan 17:51


No, no, not the the the, the forecast of how we say like like we gonna know OK
cause.

Mohankumar THIRUNAVUKKARASU 17:56


No, no, it's it it it.
It won't work in that way.
Because here we we have for ISB.
It's just only about the volume.

Trang Phan 18:09


Umm.

Mohankumar THIRUNAVUKKARASU 18:10


How you have 17.2 million pieces per fall, 24 in the top.
That is what we really care, and this is a season.
And then you the Gray one is like outlet and the dark colors are enormous and we
have TH and CK and here that is what we care about.
The woman?
I don't care.
It's a wholesaler.
It's a retailer or it's for Germany, it's for France.

Trang Phan 18:38


OK.
Yeah.
Yeah, I see.
Uh, so you can have it blending or Bert general later.

Mohankumar THIRUNAVUKKARASU 18:46


Yeah, it will be.

Trang Phan 18:46


So like both I know like.

Mohankumar THIRUNAVUKKARASU 18:48


Yeah, that's that's more in the future.
So I have no idea on this development so I cannot give you an yeah correct answer
on how the ISP will be.

Trang Phan 18:55


Yeah.

Mohankumar THIRUNAVUKKARASU 19:03


Umm.

Trang Phan 19:03


Good.

Mohankumar THIRUNAVUKKARASU 19:05


Will will you use something from my big itself?

Trang Phan 19:05


Yeah, yeah.

Mohankumar THIRUNAVUKKARASU 19:09


Yeah, but.

Trang Phan 19:09


Yeah, yeah.
Yeah.
Yeah, I think, uh, saw very.
Uh, really.
Positive impact like, yeah, expectation in future.
Yeah.
And then yeah, yeah.

Mohankumar THIRUNAVUKKARASU 19:21


I hope so.

Trang Phan 19:23


And and and for your news.
Maybe I am.
So we are working now with the tabloids or maybe in the future, if you want to
access to see the data is like more for entire company company more than what they
used to.
We are using now. Yeah.
So it's yeah for your.
No idea.
And next, uh uh, how do inside and yeah, I don't think this one also applicable to our
case.

Mohankumar THIRUNAVUKKARASU 19:55


You sound like the uh, how do we insights gained from my getting demand will play
together since phone.
It's I think it's more related with the same question in in one.

Trang Phan 20:11


Yeah, right.
And now what do our company use to integrate this IDBI SB?
Or maybe I would say IBP with the ISB like.

Mohankumar THIRUNAVUKKARASU 20:24


Yeah.
At the moment we are with just Excel numbers in Excel file we are.

Trang Phan 20:29


Yeah.

Mohankumar THIRUNAVUKKARASU 20:32


Using it like some inbound is in Pigment processes in Excel, and then we we all the
inbound plan processing plan.
Uh, I will be planned.
Everything is in Excel at the moment, but in in one year are in this year.
The goal is to bring everything into Pigment and then also from big Pigment.

Trang Phan 20:53


Yep.
OK.
Mohankumar THIRUNAVUKKARASU 21:00
The only the end result it will flow through the bit of W query SAB.

Trang Phan 21:07


Yeah, yeah, I see.

Mohankumar THIRUNAVUKKARASU 21:08


As like more future.

Trang Phan 21:11


Yeah.
Yeah, I see.

Mohankumar THIRUNAVUKKARASU 21:12


Yeah.

Trang Phan 21:13


So for now it's the only let's do SAR mainly and yeah and the the thing you are the
dashboard you use here is this uh.

Mohankumar THIRUNAVUKKARASU 21:18


Yeah.

Trang Phan 21:29


This one?
No.
Is that, uh, different dobosh right on something Pigment, but think which?

Mohankumar THIRUNAVUKKARASU 21:37


What?

Trang Phan 21:37


That's why I don't think I can afford to your dashboard, right?

Mohankumar THIRUNAVUKKARASU 21:40


No, no, no, you cannot.

Trang Phan 21:42


OK.
Yeah.
OK.
So I just want to see if there some number that's really we can help to provide in the
future or we can thinking about that, but OK.
Mohankumar THIRUNAVUKKARASU 21:52
No, no, no, no, not at the moment.

Trang Phan 21:57


OK.
At the moment, no. Not yet.
OK, that's a very good.
And I think that's it.
Thank you a lot for your.
Uh, yeah.
Information sharing and yeah, yeah.

Mohankumar THIRUNAVUKKARASU 22:11


Yep.

Trang Phan 22:12


Thank you.

Mohankumar THIRUNAVUKKARASU 22:13


You have any more questions like?

Trang Phan 22:17


Uh, yeah, I don't think it it, uh.
Now maybe that after this one I I can like follow up with you.
Another meeting to see that.
Yeah, we come up with more ideas as we can collaborate more in the future because
for us, our team is growing like bigger and like more complex.
So yeah, we want to see the envelope evaluation and yeah, do measure.
That's how majority ours now in the current phase.

Mohankumar THIRUNAVUKKARASU 22:48


I don't know.

Trang Phan 22:50


So does the.
Yeah, this is still like a in progress.

Mohankumar THIRUNAVUKKARASU 22:56


OK.
Thank you.
Team is growing means.
The IDP process your is it is it growing?

Trang Phan 23:05


Yep.
Yeah, yeah.
The process growing and then we want, we want to to have like because uh, I know
that we are like uh have a data, we have a result in the end but I want to say that how
is really in back the other decision.

Mohankumar THIRUNAVUKKARASU 23:23


Yeah.
OK.

Trang Phan 23:27


So yeah, in the future, sure is.
Yeah, we're thinking about the way that we gonna collaborate more.
But uh.
At first, uh for this project, I only need to measure the majority of our process and
the impact of it compared to through the other.

Mohankumar THIRUNAVUKKARASU 23:38


Yeah.
Yeah, in the.

Trang Phan 23:49


The all the other departments, like all the team, so that is only the first step.

Mohankumar THIRUNAVUKKARASU 23:58


I think to keep it very short, I can tell you that we, we, we I don't have any idea on
what IDP does but what you guys do.
And so I also don't have an idea on, OK, how it's what I'm actually extracting from my
leaping, what information is flowing in and what information flowing out you might
TV and what I did is doing in PVH.

Trang Phan 24:11


Yeah.

Mohankumar THIRUNAVUKKARASU 24:32


I know IDP works to align the demon, but that's all I know, but I really don't know on
what you guys do and what is your monthly process, who you'll meet, what you do
when you meet with regions and that's how do you how do you solve the?

Trang Phan 24:40


Yeah, yeah.
Yeah.
OK, if if you want we can schedule another meeting.
So I can explain like summarize a big about our last cycle and as we are doing what
we are doing and then maybe you can we can you can like see how that look like us.
We also in the same like Operation supply chain operations and maybe it.
Mohankumar THIRUNAVUKKARASU 25:16
OK.

Trang Phan 25:17


Yeah, yeah, I think it's, uh, if it's possible you, then you we can have meeting later.
Yeah, yeah, yeah.

Mohankumar THIRUNAVUKKARASU 25:23


Uh, yeah.

Trang Phan 25:26


OK.
Yeah, I think this is good.
And yeah, and I think there was there is not related to the interview.
Was it about the knowledge question?
Because I when I see the presentation, I'm wondering how can I calculate the
blended stock at terminal, cause I I.

Mohankumar THIRUNAVUKKARASU 25:46


No, it's simply the.

Trang Phan 25:48


Minus.

Mohankumar THIRUNAVUKKARASU 25:48


It's simple.
It's simply the difference between your DC delivery and how much you can take
within the capacity.

Trang Phan 25:53


Umm.

Mohankumar THIRUNAVUKKARASU 25:57


So I'm receiving 10 my capacities 5, then 10 -, 5 remaining 5.
So that is your plan to stop at terminal.

Trang Phan 26:08


OK, but in this case I possible I see the difference in one boy 2 it correct.
But how can I go to 2.3 number like it's accumulated?

Mohankumar THIRUNAVUKKARASU 26:19


It's a. It's a.
It's a cumulative stock at terminal, so this week you have 1,000,000 pieces and that
will be also available for next week and next week you have an additional one, more
new deliveries, so you have some stuff from last week's 1,000,000 and this week you
receive a new one, one, so 1 + 1 and then you work capacity.

Trang Phan 26:27


Yep.
Yep.

Mohankumar THIRUNAVUKKARASU 26:45


If it's like only one million, OK then you subtract it.
So it's always you need to also add the the previous weeks talk as you said it's a
humiliate. You one.

Trang Phan 26:55


OK. Yeah.

Mohankumar THIRUNAVUKKARASU 26:59


Yeah, you are right about that.

Trang Phan 27:02


Hmm cause here if it accumulated possible 99 minus 33 is 0.8 and I do the last one is
AA with the two right?
Yeah.
No, sorry.
Uh, with the do we have one?

Mohankumar THIRUNAVUKKARASU 27:20


Can you share me?

Trang Phan 27:23


Uh, I'm sorry, yeah.
Is the from the brain station you.
In here I have, uh, uh.
One Boy, 2, is from last time.
We have a a difference and then here we have a two boys 8 so one boy two and two
boy 8 E 2, right?
One here is 2 boy 3.

Mohankumar THIRUNAVUKKARASU 27:47


No, no, no.
You you will need to add like week 26, week 26 if you take it's 1.2 stock at terminal
and then you need to add the week 27 DC delivery in the top graph 1.2 + 2.9.
Then you need to subtract the 2.1 below at the goods received week 27.

Trang Phan 28:11


Uh, OK, yeah, yeah.
Mohankumar THIRUNAVUKKARASU 28:13
Then you will then.

Trang Phan 28:13


1.23 boy uh.
Let me see.
Yeah, four boy.
One whole 1 minus.
OK.
Yeah, got it.
Thank you very much.

Mohankumar THIRUNAVUKKARASU 28:24


Yeah.

Trang Phan 28:25


And second questions is yeah, I'm not quite sure if you already watching the video
that we recall from last meeting last presentation of your team.

Mohankumar THIRUNAVUKKARASU 28:37


No, not not all the all the.

Trang Phan 28:39


OK.
Because yeah, because during that presentation told me mention that we gonna use
some data from the IDP gonna have with some data from audible, but I also need to
clarify that before and you also need to to to to talk to me first and then we can align
with us later.
Yeah.

Mohankumar THIRUNAVUKKARASU 29:04


OK.

Trang Phan 29:04


So so for now I think, uh, this topic is out of the hook.

Mohankumar THIRUNAVUKKARASU 29:09


OK.

Trang Phan 29:10


OK.
So that's uh from my side.
Thank you very much and yeah, enjoy your drift in India.

Mohankumar THIRUNAVUKKARASU 29:18


Yeah.
OK.

Trang Phan 29:19


Yeah.
Bye, bye.

Mohankumar THIRUNAVUKKARASU 29:20


Thank you.
Have a good day but.

Trang Phan stopped transcription

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