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SEUG
Financial, Sales & Operations Planning (FS&OP)Ronald Fischer
Senior Solutions Consultant
March 21, 2016
Agenda
• Why Financial Sales and Operations Planning• Demonstration of FS&OP• Q & A
Why Financial Sales and Operations PlanningQAD Demand Planning
• Measure the financial impact of all demand and supply chain planning decisions
• Ensure demand and supply plans support financial objectives
What is the purpose of FS&OP?FS&OP
Integrated & CollaborativeSales & Operations Planning
(S&OP)
DSCP Technology PlatformIntegrated End-To-End Demand & Supply Chain Planning (DSCP)
Network & Inventory Optimization (NIOP)
Collaboration Simulations
Integration Analysis
ProductionPlanning
DistributionPlanning
Op
era
tio
nal
Tact
ical
Stra
tegi
c
ProcurementPlanning
Buy Make Deploy Sell
DemandPlanning
Sales & Operations Planning (S&OP)
Demonstration of F&SOPQAD DSCP
FS&OP AdvantagesQAD DSCP
QAD DSCP
Source: Gartner Five-Stage S&OP Maturity Model
S&OP Improvement One Step at a Time
Financial S&OPFinancial S&OP
Demand Planning
SupplyPlanning
Demand Balancing
Management Review
1 2 3 4
Revenue Planning
CostPlanning
ProfitabilityPlanning
FinancialReview
Measure the financial impact of S&OP decisions
13
• Uncertain environments & risks
• Supply chain complexities, long lead times
• Large product range
• Global competition
• Over informed consumers
• Reverse logistics
• ALL HAVING A FINANCIAL IMPACT
Why Financial S&OP process is so important?S&OP process definition and objectives
QAD Demand and Supply Chain PlanningQAD DSCP
ObjectivesS&OP process definition and objectives
Service levelCapacityVolumes &
production rate
Actuals Planned
It’s all about balancing!
Demand Supply
Customer BenefitsQAD Demand Planning
• Increased forecast accuracy: 10 to 40 points
• Supply plan accuracy: higher than 94%
• Increased service level: 6 to 30 points
• Decreased inventory: 10 to 50%
• Decreased working capital needs: 5 to 25%
• Increased gross profit margin: 5 to 15 points
DSCP Customer BenefitsE2E S&OP
18
QAD DSCP Features and BenefitsQAD Demand Planning
• Synchronize planning data between DSCP and other systems
• Master and supply chain data
• Standard and custom data mapping
• Embedded ETL
• Integration with QAD, SAP, Sage, JDE, Oracle, Infor, Microsoft and “home-grown”
• Improves value of existing information systems
2-Way Systems IntegrationIntegrated End-to-End S&OP
ERPSystem(s)
SpecialtySystem(s)
CustomSystem(s)
DSCP
Single-Click Collaborative TechnologyIntegrated End-to-End S&OP
ProcurementPlanning
ProductionPlanning
DistributionPlanning
DemandPlanning
FinancialPlanning
DynaSys DSCP
Demand Plan Update
UpdatedPlan
UpdatedPlan
UpdatedPlan
UpdatedPlan
Real-time simultaneous updates of all or selected plans
Single source ofplanning information
• Browsers:• Google Chrome
• Internet Explorer
• Mozilla Firefox
• Opera
• Safari
• Devices:• iPad
• Mac
• PC
• Smart Phone
• Tablet
Web AccessIntegrated End-to-End S&OP
• Measure and predict plan performance
• More than 130 pre-built indicators
• User-defined indicators
• Focus on what matters
• Increases planning process efficiency
Plan DiagnosticsIntegrated End-to-End S&OP
Ensure plans are achievable and support objectives
Management by exception
What-If ScenariosIntegrated End-to-End S&OP
Plan B
Plan A
Current Plan
Scenario Comparison
Current PlanPlan APlan B
Targets andDiagnosticIndicators
Determine best course of action to meet your objectives
Financial S&OP ExamplesQAD Demand Planning
Financial S&OPFinancial S&OP
Demand Planning
SupplyPlanning
Demand Balancing
Management Review
1 2 3 4
Revenue Planning
CostPlanning
ProfitabilityPlanning
FinancialReview
Measure the financial impact of S&OP decisions
• Statistical forecasting
• Judgmental forecasting
• Collaborative forecasting
• Promotions & events forecasting
• Bottom-up and top-down forecasting
• Revenue forecasting
• Performance reporting
Demand PlanningQAD DSCP Demand Planning
Demand PlanningQAD DSCP Demand Planning
• Automatically converts forecasts into sales revenue projections
• Compares projected sales revenue against fiscal sales budget
Sales Budget ReviewQAD DSCP Demand Planning
Sales Budget ReviewQAD DSCP Demand Planning
Financial S&OPFinancial S&OP
Demand Planning
SupplyPlanning
Demand Balancing
Management Review
1 2 3 4
Revenue Planning
CostPlanning
ProfitabilityPlanning
FinancialReview
Measure the financial impact of S&OP decisions
• Multi-site stock replenishment planning
• Multi-sourcing
• Deployment optimization
• Dynamic safety stock calculations
• Push and pull strategies
• Constraint-based planning
• Shelf-life planning
• Distribution cost planning
• Performance reporting
Distribution Planning
Factory
Distribution Center
Distribution Center
Distribution Center
Factory
QAD DSCP Distribution Planning
Supply Planning: Inventory PlanningQAD DSCP Distribution Planning
Supply Planning: Global Stock BalancingQAD DSCP Distribution Planning
• Plant-level production & capacity planning
• Master production scheduling & detailed planning
• Just-in-time planning
• Resource fill-up planning
• Cost optimized planning
• Capable-to-promise
• Shelf-life planning
• Production cost planning
• Performance reporting
Production PlanningQAD DSCP Production Planning
Supply Planning: Production PlanningQAD DSCP Production Planning
• Automatically converts operational plans into financial measures and projections
• Aggregate and detailed views
Financial ReviewQAD DSCP
Financial ReviewQAD DSCP
QAD DSCP
Financial, Sales & Operations Planning (FS&OP)
Recent Customer Quote on FS&OP
“However, most interest lies in the ability of the tool to provide data that will replicate and eventually replace our “Monster” financial analysis spreadsheet. Thank you so much for listening and responding to our concerns. We are looking forward to partnering with you and your team on this and future projects.”
FS&OP
http://www.qad.com/solutions/demand-and-supply-chain
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