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Jim Biel, Management Consultant, Chicago, Cell: 847.687.5379, E-Mail: [email protected] LinkedIn: http://www.linkedin.com/in/jimbiel / SlideShare: http://www.slideshare.net/jimbiel / Twitter: @jimbiel S&OP (Sales & Operations Planning) Implementation Key Learnings / Observations Key Learnings From My Experience The Concept is Easy The Initial Buy-In is Fairly Easy The Change Management Required Can Be Hard New Process (Includes Collaboration) New Technologies / Systems New Accountabilities / Roles Traditional Functional Ownership Dies Hard – Silos Transparency Hard For Some to Swallow Consistency & Month-to-Month Execution is Hard Leader Needs to Keep Functional Leads Feet to the Fire May Need a Process Coach Treat Implementation as a Project

S&OP Implementation Key Learnings - Biel - 02-01-12

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A one-page summary of key learnings related to the implementation of S&OP (Sales & Operations Planning), drawn from actual experience (internal S&OP positions and as a consultant.)

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Page 1: S&OP Implementation Key Learnings - Biel - 02-01-12

Jim Biel, Management Consultant, Chicago, Cell: 847.687.5379, E-Mail: [email protected]: http://www.linkedin.com/in/jimbiel / SlideShare: http://www.slideshare.net/jimbiel / Twitter: @jimbiel

S&OP (Sales & Operations Planning)Implementation Key Learnings / Observations

• Key Learnings From My Experience– The Concept is Easy

– The Initial Buy-In is Fairly Easy

– The Change Management Required Can Be Hard• New Process (Includes Collaboration)• New Technologies / Systems• New Accountabilities / Roles• Traditional Functional Ownership Dies Hard – Silos• Transparency Hard For Some to Swallow

– Consistency & Month-to-Month Execution is Hard

– Leader Needs to Keep Functional Leads Feet to the Fire

– May Need a Process Coach

– Treat Implementation as a Project

Page 2: S&OP Implementation Key Learnings - Biel - 02-01-12

Jim Biel, Management Consultant, Chicago, Cell: 847.687.5379, E-Mail: [email protected]: http://www.linkedin.com/in/jimbiel / SlideShare: http://www.slideshare.net/jimbiel / Twitter: @jimbiel

Professional Biography – Jim BielPhone: 847.687.5379, Chicago, ILE-Mail: [email protected]

LinkedIn Profile: http://www.linkedin.com/in/jimbielSlideShare Profile: http://www.slideshare.net/jimbiel

• Multi-Functional Experience, Concentrated in Consumer Product Goods (CPG) Industry (Sara Lee, Unilever, Chiquita, Pepsi) – Retail & B-to-B

• Core understanding of multiple supply chains – frozen, fresh, cold, dry, liquid

• Adept at integrating relevant business concepts and processes with enterprise-wide systems, a strong business process understanding and acumen including S&OP (boot strap and retrofit S&OP implementations).

– Demand Planning / S&OP Writings Available Here: http://www.slideshare.net/jimbiel

• Experience in Business Forecasting, Sales Operations & Planning, S&OP, Sales Systems, ERP, CRM, Demand Planning, Business Information Management, Supply Chain, Trade Promotion Management, IT, HR, Training & Development, and Finance (Corporate FP&A & Public Accounting, CPA)

• Independent Management Consulting for large and small entities• Client Services position with a SaaS (software as a service) provider of trade promotion

software (Adesso Solutions)

• Practiced public accounting as a CPA with McGladrey; Corporate Finance Financial Planning & Analysis (FP&A) Roles

• Project Management Capabilities (PM Certification – Loyola, Chicago)