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2019 | Book

Implementing Integrated Business Planning

A Guide Exemplified With Process Context and SAP IBP Use Cases

Authors: Robert Kepczynski, Alecsandra Dimofte, Raghav Jandhyala, Ganesh Sankaran, Andrew Boyle

Publisher: Springer International Publishing

Book Series : Management for Professionals

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About this book

This book provides comprehensive guidance on leveraging SAP IBP technology to connect strategic, tactical and operational planning into one coherent process framework, presenting experience shared by practitioners in workshops, customer presentations, business, and IT transformation projects. It also offers use cases and a wealth of practical tips to ensure that readers understand the challenges and advantages of IBP implementation.
The book starts by characterizing disconnected planning and contrasting this with key elements of a transformation project approach. It explains the functional foundations and SAP Hybris, Trade Promotion Planning, Customer Business Planning, ARIBA, and S/4 integration with SAP IBP. It then presents an example of a process for integrating finance in IBP. Annual business planning and monthly strategic product planning are taken as examples of explain Strategic Planning. The core of the book is dedicated to tactical sales and operations planning (S&OP) and its process steps, product demand, supply review, integrated reconciliation and management business review, illustrating all steps with use cases. It also describes unconstrained and constrained-but-optimized supply planning, inventory optimization, and shelf life planning in detail, and explains how to improve responsiveness with order-based allocation planning, sales order confirmation, and big deal / tender management coupled with simultaneous re-planning of supply. The book closes with a chapter on performance measurement, focusing on effectiveness, efficiency, and adherence. Throughout, the book includes use cases to connect process and technology through use.

Table of Contents

Frontmatter
1. Move Away from Disconnected Planning
Abstract
Please check the hierarchy of the section headings and confirm if correct.
Robert Kepczynski, Alecsandra Ghita, Raghav Jandhyala, Ganesh Sankaran, Andrew Boyle
2. Enable IBP with SAP Integrated Business Planning
Abstract
SAP Integrated Business Planning is a real-time supply chain planning solution purpose built to profitably meet future demand by optimizing the supply chain. Built natively on SAP HANA and deployed in cloud, SAP IBP provides the flexibility, agility, and performance to meet complex planning requirements of the next-generation supply chain. SAP IBP is used by many customers in strategic, tactical, and operational planning on a unified integrated data model supporting sales and operation planning, demand planning, inventory optimization, response and supply, and control tower. Together with robust planning algorithms, real-time simulations, what-if analysis, dashboards and analytics, alerts, embedded social collaboration, and data integration with external sources, SAP IBP is the state of the art planning solution.
Robert Kepczynski, Alecsandra Ghita, Raghav Jandhyala, Ganesh Sankaran, Andrew Boyle
3. What and How to Monetize Forecasts and Plans
Abstract
One of the key value drivers for Integrated Business Planning process is tight financial integration or even embedding of financial planning into the process. Financials might have basic and some more advance degree of integration or inclusion. Finance and pricing organization integrated in the process will change the way we look at it. All depends how far your organization would like to use IBP as process to manage business and not just planning. Strengths of integration and inclusion rules will determine how important IBP will be for your management and how important it will be for management of business models.
Robert Kepczynski, Alecsandra Ghita, Raghav Jandhyala, Ganesh Sankaran, Andrew Boyle
4. Keep an Eye on Long Term Horizon with Strategic Planning
Abstract
Annual business planning is far more future-oriented process than tactical S&OP. Annual business planning is a long-term process where business strategies are being discussed and agreed. Strategies support long-term vision of the company, e.g., double the size of the company by 2025 and become market leader.
Robert Kepczynski, Alecsandra Ghita, Raghav Jandhyala, Ganesh Sankaran, Andrew Boyle
5. Ways to Improve Tactical S&OP
Abstract
Tactical S&OP process can be visualized like in Fig. 3.​18. In this big chapter, we bring to you a lot use cases which can help in your maturity assessment, design, and implementation.
Robert Kepczynski, Alecsandra Ghita, Raghav Jandhyala, Ganesh Sankaran, Andrew Boyle
6. Improve Your Responsiveness with Operational Planning
Abstract
We have seen that operational planning was introduced in the companies when monthly tactical S&OP process was not granular enough to solve demand-supply-finance imbalances driven by product type, brand, channel, and sales area. Operational planning has a short-term horizon focus and an objective to extract the best value from available assets. Let us see how we may understand operational planning.
Robert Kepczynski, Alecsandra Ghita, Raghav Jandhyala, Ganesh Sankaran, Andrew Boyle
7. How to Prepare Process Measurement and Improvement
Abstract
In this chapter we will highlight our key observations about process measurement and exemplify them on demand planning and forecasting processes.
Robert Kepczynski, Alecsandra Ghita, Raghav Jandhyala, Ganesh Sankaran, Andrew Boyle
Backmatter
Metadata
Title
Implementing Integrated Business Planning
Authors
Robert Kepczynski
Alecsandra Dimofte
Raghav Jandhyala
Ganesh Sankaran
Andrew Boyle
Copyright Year
2019
Publisher
Springer International Publishing
Electronic ISBN
978-3-319-90095-7
Print ISBN
978-3-319-90094-0
DOI
https://doi.org/10.1007/978-3-319-90095-7

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