Sales and operations planning
The monthly S&OP pack from demand, supply and finance
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the demand forecast, the capacity plan and the financial plan
Builds the monthly planning pack: the demand review, the supply review and the reconciled plan with the financial view
Builds the reviews and the gap analysis
Shows the gaps between demand and capacity by month and the decisions the executive review has to make
Drafts the pack and records the decisions
Records the decisions and updates the plan of record
Works in
SAP, Anaplan, MS Teams
SAP, Anaplan, MS TeamsWhat it does
- Builds the monthly planning pack: the demand review, the supply review and the reconciled plan with the financial view
- Shows the gaps between demand and capacity by month and the decisions the executive review has to make
- Records the decisions and updates the plan of record
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.