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INTEGRATED BUSINESS PLANNING

ROLE TAILORED MODEL

INTEGRATED BUSINESS PLANNING


} A set of systems, processes, and set of SAMPLES OF INTEGRATED BUSINESS

competencies PLANNING: that forms the strategic alignment and modelling capability that is missing fromto different markets Expanding the traditional operationally focused salesnew products orplanning Introducing and operations brands (S&OP) processes. Improving operational capabilities Creating partnerships with other players } IBP links corporate performance management to S&OP, with capability for Acquiring Competitors strategic and financial modelling and analytics.

ELEMENTS OF INTEGRATED BUSINESS ELEMENTS OF INTEGRATED BUSINESS PLANNING PLANNING - EXPLAINED 2. DEMAND PLANNING
SALES REVENUE PLANNING 1. SALES REVENUE PLANNING Strategic targets are converted into New product planning specific revenue Sales Opportunity opportunity planning targets by product group, Revenue, margin and forecast and market region. profitability planning. Alignment to corporate roles. 5. MANAGEMENT REVIEW 5. MANAGEMENT REVIEW different perspectives based onKPI Measurement the established Key Performance Capital When Working Indicators. gaps are identified, analysis Gross Margins is performed to identify the source of the problems and the Inventory business model is Management adjustedv/s actual Plan accordingly.
Involves review of IBP from

Demand forecasting 2. DEMAND PLANNING Startingwith statistical forecasts and follow Demand Collaboration through collaborative forecasts, demand Demand shaping shaping and consensus forecasting. The Consensus forecasting end result is unconstrained demand
planned down to SKU, customer and region level.

3. SUPPLY PLANNING 3. SUPPLY PLANNING Capacity planning Produces realistic supply plans by Inventory Optimization considering capacity, material, Material other non financial transportation and Planning constrains for a medium to long Transportation
term time period.

4. PROFIT BASED SUPPLY/ 4. PROFIT BASED SUPPLY/ DEMAND BALANCING DEMAND BALANCING Applies optimization strategies and Product mix produces adjusted and balanced supply Constraint Management and demand plans while maximizing profit. What-if- analysis

INTEGRATED BUSINESS PLANNING v/s SALES AND OPERATIONS PLANNING

AREA

S AND OP
Balancing Supply and Demand

IBP
Applying business optimization strategies to Demand, Supply and Financial management operations with the aim of achieving company strategic goals and objectives. Integrated planning environment with visibility to causes and effects of every decision from Supply, Demand, Financial and Strategic point of view. Minimum monthly reviews with ability to efficiently handle exceptions in between. Workflow driven planning process. Model based with What if capabilities focused on optimization and exception handling.

Key Objective

Technology

Monthly/Quarterly review of supply and demand based on Non integrated sources and without visibility to company strategic goals.

Process

Rigid focused on demand and supply balancing.

ROLE TAILORED INTEGRATED BUSINESS PLANNING MODEL PERSONA DEFINITIONS


PERSONA PERSONA PERSONA Charlie President Eduardo Emil
Production Product Nancy planner Designer Super sales Production rep Sales Vince CFO Sara Karl Operations Julia Manager Materials Marketing Manager Logistics Executive

DESCRIPTION DESCRIPTION DESCRIPTION Participates in developing and approves Creates Master Production Schedule Participates in developing Product Release
company businessin Creating Sales Forecast Plan Participates model Participates in Developing vision Defines company strategic Marketing Plan Creates Customer Contracts Participates in developing Strategic Plan Defines KPI metrics and sets goals

Propose Promotions

Marketing Tony
Production Inga Purchasing Ken manager manager Controller Benjamin Production Logistics

Marketing Kevin Oscar manager Sales Process Alicia Purchasing Marketing manager engineer agent
Sales Production Logistics

Participates in developing a Strategic Plan Participates in developing Strategic Plan Creates Distribution Transportation Plan Participates in developing Plan Strategic Plan Participates in developingcompany Participates in developing company business Creates Material Delivery the Participates in developing company business model model Defines Purchase Optimization Parameters Approves Rough Cut Cash Flow Forecast Defines business Supplier Network Approves Rough Cut Profit Forecast Defines model Distribution Network Participates in developing Product Release Participates Cut Cash Flow Forecast Plan Participates in developing Supplier Network Creates Rough in developing KPI metrics Participates in developing Plant Network Defines Supplier Performance KPIs Creates Rough Cut Profit Forecast Participates in Flow Forecast Schedule Approves Master Suppliers Collaborates with Production Creates Cash Creating Marketing Plan Defines Purchase Optimization Parameters Participates in developing Product Release company business model Plan Creates Material Requirement Plan Participates inPrepares Contracts Places Orders, developing KPI metrics Approves Sales Forecast Monitors Suppliers Performance

IBP processes by process group and planning horizon with deliverable components

INTEGRATED BUSINESS PLANNING SYSTEM FOR MICROSOFT NAV


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The system combines information from multiple sources and creates an Integrated Planning Environment necessary to perform planning operations. The central part of the system is the Business Modeller that allows creating multiple company models and performing What-If simulations with different parameters. Each model is linked to the ERP data that allows to monitor planning performance seamlessly

AVAILABLE SYSTEM FEATURES BY PROCESS


STRATEGIC PLANNING MATERIALS REQUIREMNET Business PLANNING Modeller Dynamics NAV Dynamics NAV BI PRODUCT PLANNING ATP and CTP Statistical Forecast DISTRIBUTION Dynamics NAV BI MASTER REQUIREMENT PLANNING BI AGGREGATE Dynamics NAVSCHEDULING Transfer FINANCIAL PLANNING Order Dynamics NAV Optimization Business Modeler Financial Budgeting Cash Flow Management MATERIALS

AGGREGATE SALES PLANNING PURCHASING Statistical Forecast Dynamics NAV Collaborative Forecast Vendor Collaboration Business Modeller REQUIREMENT Purchase Order S and O PLANNING Financial Budgeting PLANNING Optimization FINANCIAL PLANNING S&O Planning Dynamics Business Modeler Dashboard NAV SUPPLY CHAIN PLANNING PURCHASE MANAGEMENT Business Modeller REPORTING NAV Dynamics Dynamic Safety Stock Business performance Vendor Modeler reporting TRANSPORTATION MANAGEMENT REPORTING PLANNING Cost Variance Reporting SALES PROCESS Financial Reporting Dynamics NAV BI SALES MANAGEMENT REPORTING Dynamics NAV Dynamics NAV BI Reporting System CRM System Dynamics NAV BI Statistical Forecast

THANK YOU
Sanganeria } Anurag Rana } Piyush Bhandari } Sudhanshu Sharma } Swati Bharghav
} Aditi

11DCP057