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Our specialist will tell you in detail about this tool and demonstrate its benefits.
Sales and operations planning.
CBT S&OP (Sales and Operation Planning)
CBT S&OP is a tool for automating the continuous business process of transforming a company’s strategic plan into a set of concrete actions for its implementation.
Allows you to prepare targeted sales plans and start the matching procedure by step-by-step modeling at different levels of detail with the established level of access.
The Sales and Operation Planning process includes sales planning and coordination, as well as other important business planning processes, the second part of which is often forgotten. We can safely take a sales forecast for the near short term, refine them with orders, and immediately use as a need to manage supply chains. But if we talk about more strategic planning, the responsibility for top-level indicators are other departments: marketing, sales, procurement, logistics, finance.
At the strategic level, you need to manage compliance regulations, plan versions, decomposition and fixation, prices, deadlines, budgets, peer reviews and other various factors that cannot be collected and organized in a single information space without software tools.
For example, strategic planning allows you to assess how secure the company’s annual sales plan is and to understand where capital investment needs to be made. Plan versioning management allows companies to move to the sliding method of planning and allows you to track the dynamics of changes in plans for the external environment and the company’s goals.
Sales provide a revenue budget, finance – a cost budget, and comparing these budgets makes it possible to assess the planned product margins and profitability of the company on the strategic horizon. Sources of replenishment of both the revenue budget and the expenditure budget should be reflected and justified in S&OP plans. For example, the procurement department should reflect both the budget of raw material costs for long-haul materials and the cost of ever-changing packaging. And the logistics department as the cost of rent and depreciation of transport for their goods, and transport costs for the delivery of raw materials.
Only a single S&OP plan management system allows you to assess the potential of the supply chain development and track possible bottlenecks in the implementation of plans.
CBT S&OP capabilities.
Plan every month, reschedule weekly, agree on numbers and next steps every day;
Model cases of different scenarios;
Compare scenarios, choose the best, use as a source in the future;
Get plans with different details: month by day, three years by month, etc .;
Detail strategic figures and consolidate details;
Consolidate revenue and expenditure budget, promptly track P & L;
Coordinate the team work of independent units;
See current data on all departments simultaneously;
Build a transparent process of achieving common business goals;
Assign specific steps and responsibilities to achieve goals;
Track all changes in plans, assign them to those responsible;
Combine the capabilities of BI and Excel systems;
CBT SCM Sales and Operation Planning
CBT S&OP is a tool for automating the continuous business process of transforming a company’s strategic plan into a set of concrete actions for its implementation.
Category: FMCG, Manufacturing, Wholesale trade and distribution, Transport, logistics, warehouse, Pharmaceutics, Corporations and holdings, Manufacturing enterprises, Distributors and wholesalers, Trade enterprises, Inventory and supply management, Planning, Production Management (MES, APS)
CBT S&OP coordination of sales and operations.
If you have the same “FILM”
CBT S&OP – Reconciliation of sales and operations
Advantages
Sales & Operation Planning.
01
Comfortable transition from Excel
Does not require a period of adaptation to the interface. Copy cells, spend, change groups. All the benefits of Excel have been improved and supplemented by data groups, which will allow you to abandon PivotTables.
03
Detailed adjustment
General figures are important to the director, and you need detailed ones – distribute the data instantly. Adjust detailed numbers and groupings – instantly see how the total numbers change.
05
Teamwork
Let sales spy on marketing and vice versa. Change your scenario, use the data of other departments, test any sales hypotheses, evaluate the result in the amount of future profit. To see the whole picture, add 50 columns and 10,000 rows – selection will help you in convenience.
02
Scenario planning
Model cases in several scenarios. Distribute scripts to different departments. Use scripts as data sources for any reporting. Conduct a plan-factual analysis of effectiveness.
04
S&OP financial evaluation
Download quantitative forecast with cbtDemand. Use the S&OP plan in the distribution of goods by business units in cbtDRP. Evaluate the capabilities of the cbtAPS production program according to the S&OP plan. Use custom products from the S&OP plan in cbtMRP. Use any source to build a planned P&L.
06
"Secret Seller"
Receive all changes and notes. Keep an eye on the change in a specific figure, no matter how detailed or final. Freeze the numbers and let everyone know about it. Or hide numbers for specific users – thus eliminating accidental errors.
Example of an interface.
Customers who trust us.
What goals will you be able to achieve?
Reduce the S&OP process
transition from planning once a year or quarter to operational planning in case of any change in the conditions of the internal environment or external market. Weekly regulated redevelopment and daily updating.
Improving the efficiency of capital use
material, human and other resources through centralized inventory management, sales plans, distribution of products and raw materials.
Reducing lead times and increasing the level of service
due to the interaction of all subsystems Supply Chain Planning - identifying "bottlenecks" and resolving issues is carried out as quickly as possible.
Stabilization of business processes
effective planning will get rid of the methods of "firefighting" and "patching holes". Solutions will focus on the long-term effect and stability of the business.
The general decrease in the level of stocks in the system
about the situation, our successes 10 - 50% of customers.
Transparency of the planning process
Scenario planning and openness of the process allows all participants to see the big picture, while at the detailed level of their scenario - to model and test any sales hypotheses.
Increasing the speed of change management
Excel flexibility and server database reliability will allow do not lose any change, emphasize and follow the important figures. And also save you from the need for numerous mailings and telephone "confirmations".
Reduce plan fluctuations and minimize deviations
in production - productivity and readjustment. In deliveries to clients - availability of ordered positions. In procurement - the cost and availability of raw materials.
Evidence base for decision making and reporting
gives validity to the decisions made and allows you to protect your results in your part of the company.
Supply Chain budget and cash gap detection
make a planned P&L and allow the finance department to set aside funds for you first.
Portfolio.
Reviews.
The implementation of the CBT SCM software solution has contributed to business growth, and the results have exceeded our expectations.
The CBT planning tool reduced the operational planning cycle to 1-2 hours per day, allowing multiple iterations of adjustments per day instead of 2 times per week and only partial daily rescheduling; reduce the staff of planning managers from 8 people to 3 people.
Daryna Sobol, Head of Supply Planning, Danone Ukraine
The SCM scheduling tool reduced the operational scheduling cycle to 1-2 hours per day, allowing several iterations of adjustments per day instead of 2 times a week earlier and only partial daily rescheduling; reduce the staff of planning managers from 8 people to 3 people; conduct in-depth analysis with fewer resources, and receive operational calculations instantly; reduce inventory levels by 30%!
At the same time to increase the level of customer support by 2-3%, which is currently 96-98%; We were able to increase the freshness of products for shipment to customers by 33% and reduce the level of write-offs of expired products in warehouses by 17%; strengthen control over the correctness of the tasks of the automated system through automatic calculations, visual inspection of inventory levels, analysis of changes in plans and incoming data. The implementation of the CBT SCM software solution has contributed to the growth of the business, and the results have exceeded our expectations.
Special algorithms have been developed for Danone Ukraine to take into account the specifics of production, storage and distribution of perishable, as well as shelf life management. Under these conditions, the response time to changes in needs or production plans may not be calculated in days or weeks to manage replenishment.
The SCM scheduling tool reduced the operational scheduling cycle to 1-2 hours per day, allowing several iterations of adjustments per day instead of 2 times a week earlier and only partial daily rescheduling; reduce the staff of planning managers from 8 people to 3 people; conduct in-depth analysis with fewer resources, and receive operational calculations instantly; reduce inventory levels by 30%!
At the same time to increase the level of customer support by 2-3%, which is currently 96-98%; We were able to increase the freshness of products for shipment to customers by 33% and reduce the level of write-offs of expired products in warehouses by 17%; strengthen control over the correctness of the tasks of the automated system through automatic calculations, visual inspection of inventory levels, analysis of changes in plans and incoming data. The implementation of the CBT SCM software solution has contributed to the growth of the business, and the results have exceeded our expectations.
