Sales Planning and Performance Management

Rapid Implementation
Methodology
 Incremental Steps – Low Risk - Rapid Benefits

1. Baseline Forecast
Manage Products and
Product Proliferation

2. Forecast Collaboration & Product Planning

Align Sales, Marketing, Finance, Steelwedge

Product Management & Supply Chain Plans Enterprise
Plan of
Record
Planning

3. Sales & Operation Planning

Demand and Supply Balancing

Executive Management Review

4. Performance Management
Measure Performance Track Variance from Plan with
Dashboards, Scorecards and Performance Reports 2
 Implementation Process Overview

Implementation Timeline

1. Scope
• Set-up project infrastructure
• Create Project Charter

2. Design
• Process design & gap analysis
• Data integration & hierarchy design
• Enterprise Enabled Excel Template design

3. Implement
• Configure workflow, data, rules, and templates
• Map data and perform systems integration

4. Validate
• Validate data and systems integration
• Conference room pilot, user training, and acceptance

5. Deploy
• Migrate to production
• Parallel production and Go-live

Week o Week 2 Week 4 Week 6 Week 8 Week 10 Week 12

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 Rapid Implementation Methodology
Project Set-up Infrastructure Set-up
Project Charter Project Plan
1 Scope
Statement of Work Collaborative Workspace

Project Team Implementation Exercises

Solution Definition Solution Documentation

Current & Future Processes Functional Specification
2 Design
Hierarchies, Attributes, Series Data Transfer Guide

Workflow, User Interface Configuration Factory

Integrate Configure
Outbound Interface Workflows
3 Implement
Inbound Interface Enterprise Excel Templates

Data Loading Business Rules

Validate Train
Data Validation Super User Training
4 Validate System Validation User Training

User Acceptance Testing Training Excercises

Migration Sign-off
Move to Production Project Evaluation
5 Deploy
Parallel Testing Client Satisfaction Survey
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Cut-over Support Hand-off
 Typical Project Structure

Steering Committee Core Users

Sales Account Executives
Client Financial Planners
VP Finance Demand Planners
VP Sales
VP Operations
CIO Program Management
Steelwedge
EVP Services Client Representative
Project Manager Steelwedge Representative

IT Infrastructure & Systems
Client – 1 people
SW Technical Lead
SW Consultant
Focus Areas
Training Ops & Business Process
Client Client- 2 people
Business Super User SW Process Consultant
IT Super User
SW Training Consultant

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 Steelwedge Project Staffing Model

• Project Manager (Steelwedge or Consulting Partner)

– 50% to full time
– Onsite 50% time
– Responsible for project management and project plan
– Serves as Subject Matter Expert
– Delivers Functional Specification & Data Transfer Guide

• Sr. Consultant
– 25% to 100% full time
– Onsite or virtual
– Creates templates and reports
– Defines inputs into configuration manager
– Validates information
– Supports Project manager

• Systems Integration Engineer

– 20% to 50% utilized
– Primarily remote support
– detailed data requirements definition and validates data
– Systems integration, validation, and testing
– Workflow execution
– Responsible for running configuration manager
– Performs system builds and deploys 6
 Client Staffing
Steering Committee
• Functional Executives & Sponsors
• Project Leads
 Monthly project review and issue resolution

User Group Representatives

• Super Users
• Key functional users
 Detailed project specification and system exposure

IT Management
• IT Manager
• IT Program Management
• IT Systems Admin
 IT Oversight and support

Solution Strategy and Program Management

• Director of Programs
• Director of Operations 7

 Overall Solution Definition and program management

 SW2 Configuration Manager™ for Rapid Implementation

• Drives rapid implementations

• Provides flexibility as requirements evolve
• Incorporates best practices guidance
• Key solution elements:
– Time series, attribute, template, report, and workflow library
– Forecast level setting and tuning
– Automated system build update

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 Running the Steelwedge Configuration Factory™

Link back to Summary Please refer to Steelwedge Documentation for further details

Configuration Factory
Configuration
Properties File

Java Code

Steelwedge
Web Configuration
Stored
Procedures
Database
Interface

Configuration Environment

End User Environment

Steelwedge
Web User
Note: Signifies an end user
Interface
ReportingTemplates
Reporting Templates Planning
PlanningTemplates
Templates
Signifies an configuration user "Current,"
"Current," "Single
"SingleItem"
Item"
"Planof
"Plan ofRecord"
Record"and
and and
and"Multi
"MultiItem"
Item"
"Submit Notes"
"Submit Notes"

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 Steelwedge Configuration Factory™

Steelwedge Configuration Process

Link back to Summary

Link to Running the Configuration Factory

Data Transfer Guide Database

Document Time Series Define Loaded Time Series Detail Load Data
Business Rule, and Type (Loaded,
Steelwedge Calculated, Excel Define Non-Loaded Time Series
Calculated, Override) Detail
Configuration Factory, Functional Spec Configuration Factory

Document Hierarchies Define Hierarchies Detail Build Planning

How Many Hierarchies Templates
How Many Levels

Configuration Factory, Functional Spec
Document Attributes/Metrics
Loaded
Hierarchy Level(s)
Editable
Configuration Factory, Functional Spec
Configuration Factory, Data Transfer Guide Configuration Factory, Database,
Vanilla Template
Define Loaded Attributes Detail Build Reporting
Templates
Define Non-Loaded Attributes
Detail
Configuration Factory, Data Transfer Guide Configuration Factory, Database,
Vanilla Template

Notes:
User groups and permissions are documented and defined in the Configuration Factory
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 Configuration Factory Overview

Click here to View:

Configuration Factory™ 1. Configuration Overview
2. Time Series
3. Attribute Metrics
4. Configuration Details

Number of Planning Templates 2 Planning Template Future Months 18

Number of Reporting Templates 16 Planning Template Past Months 15
Number of Hierarchies 3 Number of User Hierarchies 6

Time Series Summary Attribute and Search Metric Summary

Loaded 12 Product 21
Steelwedge Calculated 15 Customer 11
Override 12 Source 9
Excel Calculated 2 Product/Customer 6
Product/Source 17
Search Metric (All) 7
Total Attributes 64
Total Database Time Series 39 Total Attributes (Excluding "Leaf IDs") 61
Total Non-Loaded Database Time Series 27 Total Metrics 7

Time Series Tab Purpose Attribute and Metric Tab Purpose

To capture Time Series & Business Rules to be To capture Attributes & Metrics to be
viewed in planning templates and reports. viewed in planning templates and reports.
To mock-up each planning template. To mock-up each planning template

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 Infrastructure for Low Cost of Ownership

1. Dedicated 7x24 Support Team 1. Dedicated

Support
Team

2. Dedicated Implementation Team

6. Client
Satisfaction 2. Dedicated
Feedback Implementation
3. Documented Implementation Process Team

Methodology & Support Process

Steelwedge Software
4. End-to-end Installation, Services Organization
Configuration & Operations 5. Services &
Support 3. Documented
Documentation Automation
Tool
Implementation
&
Support
Process

5. Online Professional Services &

4. End-to-end
Support Automation Tool (PSSA) Documentation

6. Client Satisfaction Feedback Process

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Harness Power,
Win!Manage Complexity, Win!

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