While alignment between demand, supply and finance is essential for sales and operations planning (S&OP) success, each use different planning terms. As a result, many companies struggle to translate these terms into the “language” that each department speaks. Marketing and Sales use revenue terms, Operations plans in volume (cases, eaches, liters, kilograms) and Finance measures by revenue and margin. To make the translation even more challenging, different stakeholders plan at different levels of aggregation—or “dialects.” Some plan at the Product Family level, some at SKU and others at the Regional and Divisional level. This webinar will explore how powerful S&OP technology seamlessly translates planning data from across the organization and all levels of aggregation into relevant units of measure to provide essential stakeholder insights. Join this webinar to fully understand: - The translation obstacles that all companies face - The high costs associated with disjointed planning - Best practices to overcome translation challenges and ensure efficient and effective planning

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© 2014 Steelwedge Software, Inc. Confidential.
Single Line of Sight: Plan, Perform, Profit
Agility Webinar Series
Is Your S&OP Lost in Translation?

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© 2014 Steelwedge Software, Inc. Confidential.
Today’s Presenter
Background
With over twenty years of experience leading design, development and marketing of S&OP and supply chain solutions, Ed is responsible for market assessment, requirements definition and go to market strategy.
Prior to Steelwedge, Ed was CEO and President of Amitive, Inc. (acquired by GXS) which he founded in 2004. Under his direction the company grew from start-up to a leading cloud supply chain planning provider controlling complex supply chains around the globe.
Prior to launching Amitive, Ed designed and implemented global SCP solutions for numerous companies, including Mitsui & Co., as a Sales and Operations executive and consultant. Ed holds a Juris Doctorate from Western State University, College of Law.
Vice President, Product Marketing
Steelwedge Software Inc. 3825 Hopyard Rd
Pleasanton, CA 94588 Tel : (949) 588-1495 elewis@steelwedge.com

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© 2014 Steelwedge Software, Inc. Confidential.
Agenda
•The Problem: The Spreadsheet Approach
•Solution: S&OP Automation
•Steelwedge in Action
•Industry Analysts and Experts
•Q & A

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© 2014 Steelwedge Software, Inc. Confidential.
“ Steelwedge has grown into the market's leading S&OP solution in the cloud. ”
Rating: Positive
 Global market share leader
 Offices: USA, Europe, Japan & India
 Founded in 2000, 50%+ year over year growth
 Global organization focused on global delivery
 Cloud Based Integrated Business planning platform
 100% cloud-based for rapid deployment & value realization
Steelwedge: The S&OP Company

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© 2014 Steelwedge Software, Inc. Confidential.
Agenda
•The Problem: The Spreadsheet Approach
•Solution: S&OP Automation
•Steelwedge in Action
•Industry Analysts and Experts
•Q & A

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© 2014 Steelwedge Software, Inc. Confidential.
Planning Terms
Customer
Revenue
Product, Sub-family
Planning Terms
New Product
Promotions
Region
Planning Terms
Inventory and Capacity
Product
Stock and Production Locations
Finance Plans
Revenue, Margin & Cash
Region and Geo
Product Family
Demand Planning, SCP/APS Systems
ERP, Financial, & Transactional Systems
SAP, Oracle, etc.
Industry Data
Data
Collection, Reconciliation
Operations
Marketing
Sales
Finance
Systems Landscape
Ground Reality: Trying It With Spreadsheets

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© 2014 Steelwedge Software, Inc. Confidential.
Planning Terms Geo, Region Revenue, Margin, Cash Product Family
Planning Terms
New Product
Promotions
Region
Planning Terms Inventory and Capacity Product Stock and Production Locations
Finance Plans
Revenue, Margin & Cash
Region and Geo
Product Family
Planning Terms
Customer
Revenue
Product, Sub-family
Pre-ESOP
Demand Planning, SCP/APS Systems
ERP, Financial, & Transactional Systems
SAP, Oracle, etc.
Industry
Data
Consolidation,
Review,
Overrides
Data
Collection, Reconciliation
Consensus
Process
ESOP
Operations
Marketing
Sales
Finance
Systems Landscape
Ground Reality: Trying It With Spreadsheets

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© 2014 Steelwedge Software, Inc. Confidential.
Planning Terms
Geo, Region
Revenue, Margin, Cash
Product Family
Planning Terms
New Product
Promotions
Region
Planning Terms
Inventory and Capacity
Product
Stock and Production Locations
Finance Plans
Revenue, Margin & Cash
Region and Geo
Product Family
Planning Terms
Customer
Revenue
Product, Sub-family
Pre-ESOP
Ground Reality: Trying It With Spreadsheets
Demand Planning, SCP/APS Systems
ERP, Financial, & Transactional Systems
SAP, Oracle, etc.
Industry
Data
Consolidation,
Review,
Overrides
Data
Collection, Reconciliation
Consensus
Process
ESOP
Operations
Marketing
Sales
Finance
Manual
Complex
Security Risk
Not Scalable
Does this Give Executives an Agile Decision Making Process?
Systems Landscape

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© 2014 Steelwedge Software, Inc. Confidential.
Poll Question 1
Does this look familiar?

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© 2014 Steelwedge Software, Inc. Confidential.
Agenda
•The Problem: The Spreadsheet Approach
•Solution: S&OP Automation
•Steelwedge in Action
•Industry Analysts and Experts
•Q & A

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© 2014 Steelwedge Software, Inc. Confidential.
IBP/S&OP Solutions: Heterogeneous Landscape

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© 2014 Steelwedge Software, Inc. Confidential.
Best Practice S&OP Aligns People, Process & Systems
“We continue to look at S&OP as an aspect of business that needs terrific improvement…
It’s hard to argue this shouldn’t be a central piece of management software”
–Rob Kugel, Ventana Research

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© 2014 Steelwedge Software, Inc. Confidential.
Drive & Sustain Adoption & Values with S&OP Technology
Time
L1
L2
L3
L4
Q1
Q2
Q3
Step Change
Maturity & Performance
Avoid Process Failure
Q4
Value
Accelerated Time to Value
“Companies can have a hard time getting past basic levels of S&OP without technologies … to support the process”
-Tim Payne VP Supply Chain Analysis, Gartner

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© 2014 Steelwedge Software, Inc. Confidential.
S&OP Technology Requirements
Demand Planning, SCP/APS Systems
ERP, Financial, & Transactional Systems
SAP, Oracle, etc.
Industry
Data
Single Cross-Functional Planning Environment Interactive planning for:
•All S&OP Stakeholders
•Plan Review
•Overrides
•Assumptions
•Scenarios
•Consensus Process
•Pre-S&OP
•Executive S&OP
•Audit Trail
Systems Landscape
Product / Sub-Family
Customer
Revenue
Product / Family
Territory / Region
Revenue
Product / Family Promotions
Revenue
Product / Family Region Units & Revenue
Product
Stock Locations
Units and Inventory
Family / Series
Territory / Region
Revenue, Margin & Cash
Family / Series / BU
Geo
Revenue, Margin & Cash
Product
Production Site
Units and Capacity
Family / Series / BU
Geo
Revenue, Margin & Cash
Family / Series / BU
Geo
Revenue, Margin & Cash
Planning Views
Stakeholders
Account Managers
Sales Managers
Marketing
Demand Planners
Supply Planners
Production Planners
Finance
Executives
Customers
Suppliers
Cross-functional Planning Environment
S&OP Technology

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© 2014 Steelwedge Software, Inc. Confidential.
• Mix & Volume forecasting - always in sync.
• At any combinations/level of the appropriate hierarchies, view/adjust:
• Volume and Pricing, i.e. Product or Family by Customer or Region
• Costing, i.e. Product by Source
• Revenue and Margins, i.e. Family by Geo
Managing the Translation between Functions

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© 2014 Steelwedge Software, Inc. Confidential.
Poll Question 2
How do you translate plans today?

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© 2014 Steelwedge Software, Inc. Confidential.
Agenda
•The Problem: The Spreadsheet Approach
•Solution: S&OP Automation
•Steelwedge in Action
•Industry Analysts and Experts
•Q & A

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© 2014 Steelwedge Software, Inc. Confidential.
Poll Question 3
What’s your company’s balance between preparation and actual planning?

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© 2014 Steelwedge Software, Inc. Confidential.
Agenda
•The Problem: The Spreadsheet Approach
•Solution: S&OP Automation
•Steelwedge in Action
•Industry Analyst and Experts
•Q & A

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© 2014 Steelwedge Software, Inc. Confidential.
Steelwedge is a strong leader in S&OP and IBP
“Steelwedge is an ideal solution for a heterogeneous environment with multiple S&OP processes with inputs from multiple ERP and APS technologies.” Lora Cecere Founder and CEO, Supply Chain Insights
“Steelwedge has grown into one of the market's leading S&OP solutions". “Steelwedge has proven that it provides a capable and scalable Stage 3 S&OP solution suitable for global deployments.”
Tim Payne Research Vice President, Supply Chain Research Group, GARTNER
Steelwedge was among the highest ranked in capabilities scoring and was one of “the vendors that were notable in portfolio strategy and portfolio benefits delivered.”
Simon Ellis
Supply Chain Practice Director, IDC

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© 2014 Steelwedge Software, Inc. Confidential.
Tom Wallace – The Guru of S&OP
“ Sometimes people ask me about the S&OP module from their ERP provider.
I respond that the next really good S&OP software package that comes from a main line ERP vendor … will be the first. We have yet to see that happen.
You need to look and best-of-breed. And the best of the best-of-breed is Steelwedge ”.
Tom Wallace, Founder, T. F. Wallace & Co
Watch the video: http://www.youtube.com/watch?v=SVWaNiBC4Jo&index=4&list=PLF5EAC415A68DC43B
Integrated Business Planning for S&OP – Master Class with Tom Wallace: http://www.youtube.com/playlist?list=PLF5EAC415A68DC43B

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© 2014 Steelwedge Software, Inc. Confidential.
Q&A
Contact Us
Email: elewis@steelwedge.com
Telephone: North America +1 (855) 980.8800
United Kingdom +44 (0)121.232.4668
Netherlands +31 (0)70.7999.288
Japan +813-6277-8521

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© 2014 Steelwedge Software, Inc. Confidential.