Sales & Operations Planning: 6-Wk Assessment

RSM Product Sales LLC

RSM’s Sales and Operations Planning (S&OP) Assessment balances demand and supply planning to form a consensus strategic roadmap that helps organizations accomplish their future state business goals.

A strong Sales and Operations Planning (S&OP) process utilizing a platform like Microsoft’s Dynamics 365 for Supply Chain Management enables companies to take a holistic view and form a future state business plan to achieve their set goals across all areas of the organization.

RSM’s S&OP assessment focuses on analyzing existing supply and demand requirements to form a plan helping the management team to strategically achieve competitive advantages by integrating sales, marketing, manufacturing, growth, sourcing and financial forecasts. By executing a successful S&OP process, an organization can incur many benefits, including reduction of inventory carrying costs, improved forecast accuracy and operational efficiency, and improved working capital and EBITA.

An S&OP assessment will begin by evaluating all existing planning processes and identifying improvement opportunities within each area. First, the team will assess the demand planning practices to form a complete demand profile that will drive the supply and production forecasting processes. Next, the team will review the supply planning process to ensure the proper products are produced at the correct time and in the correct quantity.

Below is the agenda for an RSM Warehouse Assessment:

Week 1 & 2 – Phase “Discovery”

  • Process Overviews session
  • Value Stream Mapping exercise
  • Base Data Analysis exercise
  • System Architecture Mapping exercise
  • Current State Process Mapping exercise

    Week 3 & 4 – Phase “Analysis”

  • Customer Segmentation session
  • Cost Benefit Analysis exercise
  • Forecast and Planning Mapping exercise
  • Rough Capacity exercise
  • RACI Matrix exercise
  • Future State Process Design exercise

    Week 5 & 6 – Phase “Roadmap Development”

  • Quantify Investment and Costs exercise
  • Review Identified Opportunities session
  • Opportunity Prioritization session
  • Stakeholder Identification session
  • Opportunity Roadmap Creation exercise
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