IBP and S&OP White Papers
and Best Practices
True IBP is based on S&OP. Read about the executive-process that integrates supply and demand planning, drives revenue and margin analysis, provides a real-time P&L, improves decision-making, and drives business performance.
Fresh Perspective
Volatility: Threat or Opportunity?
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The Big Deal about Big Data in S&OP!
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Why S&OP Belongs in the Cloud
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(Viswanathan)
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(Aberdeen Group)
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(Margolis, Mentzer)
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Presentation by Tom Wallace at the Best of the Best S&OP Conference sponsored by APICS and IBF
on December 11, 2008 in Dallas.
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Presentation by Tom Wallace at the Best of the Best S&OP Conference sponsored by APICS and IBF
on December 11, 2008 in Dallas.
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here to Download
Panel Discussion led by Tom Wallace for the Best of the Best S&OP Conference sponsored by APICS and IBF
June 19, 2008 in Chicago, IL.
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Presentation by Tom Wallace for Center for Operational Excellence,
Ohio State University April 4, 2008 Columbus, Ohio.
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Presentation by Tom Wallace for Florida Gold Coast Chapter,
March 20, 2008 Pembroke Pines, FL.
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(Chris Turner, StrataBridge)
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This glossary is a compilation from Tom Wallace and Bob Stahl's three books that form the foundation for
successful supply chain forecasting and scheduling.
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A one-pager by Tom Wallace describing the relationship between these two powerful sets of tools.
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(Mentzer, Bienstock, Kahn)
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(Kahn, Margolis)
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(Mentzer, J.T.)
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Our intent here is to provide a task list of most of what needs to be done for a successful implementation
of Executive S&OP. The list is intended to be entered into your project management software.
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S&OP Implementation PathPlease note: this is a generalized list and must be tailored to become the individual company's plan. As such, some tasks may not be necessary and can be dropped, while others may need to be added. Overall, this list follows the Implementation Path diagram that is discussed in
Sales & Operations Planning: The How-To Handbook, 3rd edition.Click
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This download is in Microsoft Excel. Macros do need to be enabled to run this program.
You will be able to customize the text of the questions to your individual situation.
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S&OP Self Audit WorksheetThe companion book to this worksheet
Sales & Operations Planning: The Self-Audit Workbook includes this checklist in hard copy. This download will provide you with an excellent scoring mechanism. However, we recommend that you use the book along with the download. As it provides each participant with a place to record and keep extensive, individualized notes, a place to document assigned responsibilites and due dates; and advice on dealing with conflict that may arise from the various departments involved in the evaluation process. All of which are key to making the checklist process effective and meaningful.
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Steelwedge integrated sales, operations and finance planning solutions provide the “shock absorbers” to recognize, recalibrate and respond in a volatile environment. Business agility and resiliency start with Steelwedge for a clear line of sight from plan to performance to profit.
- Collaborative planning solutions to support and improve an agile business process: linking the company, its customers and partners.
- A single platform for Integrated Business Planning: powerful tools for a single, actionable view of sales, operations and finance information.
- Cloud-based technology: ensures speed, elasticity and value.
- Steelwedge customers ROI includes 70% greater efficiency, 5% margin lift, 30% better forecast accuracy, 25% greater customer service and 15% less inventory costs.
The Steelwedge cloud-based IBP platform powers better business agility with real-time "what if" scenario planning and modeling, business analytics and reporting. Companies at all stages of Sales & Operations Planning rely on Steelwedge technology and deep domain expertise to support their journey to link business strategy and operations.
End Spreadsheet Confusion. While SCM, ERP and CRM systems have improved efficiencies, these systems were not designed to work together. In fact, they contribute to a sea of siloed big data, that large organizations are increasingly challenged to cut through. So, most companies default to a collection of disparate spreadsheets for executive-level planning. Yet, spreadsheets lack the data management, analytics and process automation needed to reconcile and align functional plans to create one view and drive effective executive decision-making.
Collaborative Planning Gets Results. C-level executives depend on Steelwedge for sales forecasting and planning, consensus forecasting, balancing demand and supply planning, "what-if" modeling, rough cut scenario planning, connecting S&OP with financial planning and measuring performance against revenue and customer service targets. Integrated Business Planning pays: most customers save $5-$10 million per $1 billion in revenues.
Steelwedge Solutions, Services and Best Practices Drive Time to Value. Based on recognized industry S&OP best practices, the Steelwedge IBP Platform is backed by Executive S&OP, S&OP Sales, S&OP Operations and S&OP Collaboration. Steelwedge Services include an Integrated Business Planning Assessment, Strategic Consulting, Business Planning Improvement, Steelwedge University, Technology Implementation and Outsourced Planning Services.
