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Describing the Sales and Operations Planning Process

Organizations strive for an effective sales and operations planning (S&OP) process to develop useful and accurate sales and production plans.

Type: Best Practices and Business Drivers  Topics: Sales and Operations Planning, Supply Chain Management, Supply Chain Planning  Processes: 4.1.2.3 Develop consensus forecast, 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.1.2 Manage demand for products and services 
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Cross-Functional Involvement in Sales and Operations Planning

APQC's perspective on metric data from its Open Standards Benchmarking in supply chain planning related to cross-functional involvement in sales and operations planning.

Type: Benchmarks and Metrics  Topics: Sales and Operations Planning, Supply Chain Management, Supply Chain Planning  Processes: 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.0 Deliver Products and Services 
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Tallying the Benefits of S&OP

More and more organizations are embracing sales and operations planning (S&OP) as a way of encouraging internal collaboration.

Type: Articles and White Papers  Topics: Continuous Improvement, Business Excellence, Process, Sales and Operations Planning, Supply Chain Management, Supply Chain Planning, Product Management and Planning, Product Development  Processes: 4.0 Deliver Products and Services, 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.1.1 Develop production and materials strategies, 4.1.1.1 Define manufacturing goals, 4.1.1.5 Define capacities, 4.1.1.6 Define production network and supply constraints, 4.1.2 Manage demand for products and services, 4.1.2.1 Develop baseline forecasts, 4.1.2.2 Collaborate with customers, 4.1.2.3 Develop consensus forecast, 4.1.3 Create materials plan, 4.1.3.1 Create unconstrained plan, 4.1.3.5 Generate constrained plan, 4.1.4 Create and manage master production schedule, 4.1.6 Establish distribution planning constraints 
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Inventory Optimization: Show Me the Money

How can your organization optimize inventory to avoid excessive carrying costs and still satisfy demand?

Type: Articles and White Papers  Topics: Continuous Improvement, Business Excellence, Process, Customer Service, Customer-focused Processes and Functions, Sales and Operations Planning, Supply Chain Management, Supply Chain Planning, Logistics, Inventory Management, Process Improvement  Processes: 4.0 Deliver Products and Services, 4.5 Manage logistics and warehousing, 4.5.1 Define logistics strategy, 4.5.1.1 Translate customer service requirements into logistics requirements, 4.5.3 Operate warehousing, 4.5.3.1 Track inventory deployment, 4.5.3.3 Track product availability 
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Supply Chains Go Collaborative–Inside and Outside

During an interview with APQC, Chris Caplice, executive director of the MIT Center for Transportation & Logistics, explains how supply chain management executives need highly developed collaborative skills to run ...

Type: Articles and White Papers  Topics: Sales and Operations Planning, Supply Chain Management, Supply Chain Planning, Shipping, Logistics, Supplier Relationship Management, Procurement, Supplier Partnerships  Processes: 4.1.7.1 Review distribution network, 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.1.7 Review distribution planning policies, 4.1.7.2 Establish sourcing relationships, 4.2.1.4 Match needs to supply capabilities, 4.2 Procure materials and services, 4.2.1 Develop sourcing strategies, 4.2.1.7 Collaborate with suppliers to identify sourcing opportunities, 4.5 Manage logistics and warehousing, 4.0 Deliver Products and Services, 4.5.1 Define logistics strategy, 4.5.1.2 Design logistics network 
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Formulating Objectives and Scope Statements: An Example from Newell Rubbermaid

Every improvement project needs a well-defined objective and scope. Newell Rubbermaid developed effective objectives and scope statements for its sales and operations planning initiative.

Type: Tools and Templates  Topics: Sales and Operations Planning, Supply Chain Management, Supply Chain Planning, Process Improvement, Business Excellence, Process, Project Management, Organization and Management  Processes: 12.4.1.6 Define scope, 12.4 Manage change, 12.4.1 Plan for change, 12.4.1.8 Define future state, 4.1.8.7 Develop performance improvement plan, 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.1.8 Assess distribution planning performance  Industry: Consumer Products/Packaged Goods, Durable Goods, Rubber & Plastics 
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Global Sales and Operations Planning at Newell Rubbermaid (Slides)

These slides—from a 2010 presentation by Andrew Downard, supply chain director, and Diana Mark, supply chain manager, at Newell Rubbermaid—explain how Newell Rubbermaid implemented sales and operations planning (S& ...

Type: Presentations  Topics: Business Excellence, Business Transformation, Process, Sales and Operations Planning, Supply Chain Management, Supply Chain Planning, Change Management, Organization and Management, Process Design, Inventory Management, Logistics, Sales Management, Sales and Marketing  Processes: 1.3 Manage strategic initiatives, 1.0 Develop Vision and Strategy, 12.1 Create and manage organizational performance strategy, 12.0 Manage Knowledge, Improvement, and Change, 12.4 Manage change, 3.3.1 Develop sales forecast, 3.0 Market and Sell Products and Services, 3.3 Develop sales strategy, 4.1.1 Develop production and materials strategies, 4.0 Deliver Products and Services, 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.1.2 Manage demand for products and services, 4.1.2.6 Evaluate and revise forecasting approach, 4.3 Produce/Manufacture/Deliver product, 4.5 Manage logistics and warehousing  Industry: Consumer Products/Packaged Goods, Durable Goods, Rubber & Plastics 
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Why Newell Rubbermaid Did Not Use External Consultants to Implement Sales and Operations Planning

Andrew Downard, director of supply chain at Newell Rubbermaid, explains why the organization chose to use its own internal employees to adapt and implement sales and operations planning (S&OP) rather than hiring ...

Type: Presentations  Topics: Business Transformation, Business Excellence, Process, Employee Training & Development, Human Capital Management, Sales and Operations Planning, Supply Chain Management, Supply Chain Planning, Teams, Organization and Management, Project Management  Processes: 4.0 Deliver Products and Services, 1.3 Manage strategic initiatives, 1.0 Develop Vision and Strategy, 4.1.1 Develop production and materials strategies, 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.1.2 Manage demand for products and services, 4.5 Manage logistics and warehousing, 12.4.1.14 Identify resources and develop measures, 12.4 Manage change, 12.4.1 Plan for change  Industry: Consumer Products/Packaged Goods, Durable Goods, Rubber & Plastics 
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Forecast Accuracy and Bias

Andrew Downard, director of supply chain at Newell Rubbermaid, explains the organization’s perspective on bias and increasing forecast accuracy.

Type: Presentations  Topics: Forecasting, Finance and Accounting, Planning, budgeting, and forecasting, Sales and Operations Planning, Supply Chain Management, Supply Chain Planning, Demand Management, Measurement, Business Excellence, Measurement  Processes: 4.0 Deliver Products and Services, 4.1.1 Develop production and materials strategies, 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.1.2 Manage demand for products and services, 4.1.2.6 Evaluate and revise forecasting approach, 4.1.2.7 Measure forecast accuracy, 4.5 Manage logistics and warehousing  Industry: Consumer Products/Packaged Goods, Durable Goods, Rubber & Plastics 
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Newell Rubbermaid’s Lessons Learned in Sales and Operations Planning

Andrew Downard, director of supply chain at Newell Rubbermaid, shares the most critical lessons the organization has learned in implementing sales and operations planning (S&OP) throughout its global business ...

Type: Presentations  Topics: Business Excellence, Sales and Operations Planning, Supply Chain Management, Supply Chain Planning  Processes: 4.0 Deliver Products and Services, 12.4.4.2 Capture and reuse lessons learned from change process, 12.4 Manage change, 12.4.4 Sustain improvement, 4.1.1 Develop production and materials strategies, 4.1 Plan for and acquire necessary resources (Supply Chain Planning), 4.1.2 Manage demand for products and services, 4.5 Manage logistics and warehousing  Industry: Consumer Products/Packaged Goods, Durable Goods, Rubber & Plastics 
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