ron dimon on connected planning - fei canada anaplan... · connected planning: where to start . ......
TRANSCRIPT
Ron Dimon
Managing Director, Digital Finance Technology
Deloitte Consulting LLP
Twitter: @RonDimon
Connected Planning
Connected Planning
VALUE EXECUTION
F O
What’s Possible?
MODELS
Debate
F O
• Drivers • Historical • External
• Revenue Growth
• Operations • Assets • Workforce
F O F O
Sales and Marketing
Supply Chain
HR Finance
Drivers Volume, Pricing, Channel, Efficiency
On time delivery, inventory levels
Workforce, Headcount, What’s the time to hire
Revenue, Cost, Profit, and Working Capital
Connected Planning
Hire
Discontinue Product
Line
M+A
Connected Planning
VALUE
Targets
EXECUTION
MODELS
Debate
F O F O
What’s Possible?
• Drivers • Historical • External
• Revenue Growth
• Operations • Assets • Workforce
F O F O
Who, What, When?
Commit
PLANS
F O
Sales and Marketing
Supply Chain
HR Finance
Drivers Volume, Pricing, Channel, Efficiency
On time delivery, inventory levels
Workforce, Headcount, What’s the time to hire
Revenue, Cost, Profit, and Working Capital
Plans Sales forecast, Territory & quota plan
Demand or inventory plan
Workforce plan and cross training or succession plan
Annual operating plan (revenue & expense)
Connected Planning
Hire
Discontinue Product
Line
M+A
Connected Planning
VALUE
Targets
EXECUTION
MODELS
Debate
F O F O
What’s Possible?
• Drivers • Historical • External
• Revenue Growth
• Operations • Assets • Workforce
F O F O
Who, What, When?
Commit
Geography
Product Category
Business Units
PLANS
F O
Sales and Marketing
Supply Chain
HR Finance
Drivers Volume, Pricing, Channel, Efficiency
On time delivery, inventory levels
Workforce, Headcount, What’s the time to hire
Revenue, Cost, Profit, and Working Capital
Plans Sales forecast, Territory & quota plan
Demand or inventory plan
Workforce plan and cross training or succession plan
Annual operating plan (revenue & expense)
Dimensions Customer, Channel Product, Geography Employee, Team, BU Legal Entity, Account
Connected Planning
Hire
Discontinue Product
Line
M+A
Connected Planning
VALUE
Targets
EXECUTION
MODELS
Debate
F O F O
What’s Possible?
• Drivers • Historical • External
• Revenue Growth
• Operations • Assets • Workforce
F O F O
Who, What, When?
Commit
Geography
Product Category
Business Units
Constraints
Assumptions
PLANS
F O
Sales and Marketing
Supply Chain
HR Finance
Drivers Volume, Pricing, Channel, Efficiency
On time delivery, inventory levels
Workforce, Headcount, What’s the time to hire
Revenue, Cost, Profit, and Working Capital
Plans Sales forecast, Territory & quota plan
Demand or inventory plan
Workforce plan and cross training or succession plan
Annual operating plan (revenue & expense)
Dimensions Customer Product Employee or Team By legal entity or accounts
Data CRM, Contract Data
Eg: Salesforce.com
SCM, PLM
Eg: JDA, Dassault
HRIS
Eg: Workday, Oracle HCM
ERP
Eg: Oracle EBS, SAP
Connected Planning
Who, What, When? Geography
Product Category
Business Units
Hire
Discontinue Product
Line
M+A
Connected Planning
PLANS
VALUE
Targets
Constraints
EXECUTION
Visualize
REPORTS &
DASHBOARDS
MODELS
Debate
F O F O
What’s Possible?
• Drivers • Historical • External
• Revenue Growth
• Operations • Assets • Workforce
Assumption
Gather up Data and Transform it into
useful Information F O
Commit
Where are we?
Sales and Marketing
Supply Chain
HR Finance
Drivers Volume, Pricing, Channel, Efficiency
On time delivery, inventory levels
Workforce, Headcount, What’s the time to hire
Revenue, Cost, Profit, and Working Capital
Plans Sales forecast, Territory & quota plan
Demand or inventory plan
Workforce plan and cross training or succession plan
Annual operating plan (revenue & expense)
Dimensions Customer Product Employee or Team By legal entity or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports Quota Variance, Coverage Ratio
On time delivery, Stock Outs
Open Headcount, Total Compensation
Management Reporting (P&L, Balance Sheet, C/F)
Connected Planning
Who, What, When?
Visualize
Statutory Reporting
Geography
Product Category
Business Units
Hire
Discontinue Product
Line
M+A
ANALYTICS
Connected Planning
PLANS
VALUE
Targets
Constraints
EXECUTION
REPORTS &
DASHBOARDS
MODELS
Debate
F O F O
What’s Possible?
• Drivers • Historical • External
• Revenue Growth
• Operations • Assets • Workforce
Assumption
• Adjustments • CTA..
F O • Trends • Benchmarks • Root Causes
Understand
Gather up Data and Transform it into
useful Information F O
Commit
Drill
Where are we? Why?
Sales and Marketing
Supply Chain
HR Finance
Drivers Volume, Pricing, Channel, Efficiency
On time delivery, inventory levels
Workforce, Headcount, What’s the time to hire
Revenue, Cost, Profit, and Working Capital
Plans Sales forecast, Territory & quota plan
Demand or inventory plan
Workforce plan and cross training or succession plan
Annual operating plan (revenue & expense)
Dimensions Customer Product Employee or Team By legal entity or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports Quota Variance, Coverage Ratio
On time delivery, Stock Outs
Open Headcount, Total Compensation
Management Reporting (P&L, Balance Sheet, C/F)
Analytics Customer Profitability
Pipeline Velocity
Product Profitability
Capacity
Productivity
Time to Hire
Company Profitability
Working Capital Efficiency
Connected Planning
Why? Where are we?
Who, What, When?
Visualize
Statutory Reporting
Geography
Product Category
Business Units
Hire
Discontinue Product
Line
M+A
ANALYTICS
Connected Planning
PLANS
VALUE
Targets
Constraints
EXECUTION
REPORTS &
DASHBOARDS
MODELS
Debate
Drill
F O F O
What’s Possible?
• Drivers • Historical • External
• Revenue Growth
• Operations • Assets • Workforce
Assumption
• Adjustments • CTA..
F O • Trends • Benchmarks • Root Causes
Understand
Focus Gather up Data and
Transform it into useful Information
F O
Insight
Predictive Analytics
Commit
CONNECT • Data & Master Data
• Users & Teams
• Rules & Transformations
• Process & Workflow
Connected Planning Use Cases
• Long Range Plan
• Annual Budget
• Annual Operating Plan
• Rolling P&L Forecast
• Sales Forecast
• Territory & Quota Plan
• Incentive Comp Plan
• Marketing Plan
• Price Plan
• Capacity Plan
• Trade Promotion Planning
• Assortment Planning
• Demand Plan
• Supply Chain Plan
• Inventory Plan
• S&OP
• Workforce Plan
• Training/Cert Plan
• CapEx Plan
• Project/Portfolio Plan
• Research Plan
• And 100’s more…
Sales and Marketing
Supply Chain
HR Finance
Drivers Volume, Pricing, Channel, Efficiency
On time delivery, inventory levels
Workforce, Headcount, What’s the time to hire
Revenue, Cost, Profit, and Working Capital
Plans Sales forecast, Territory & quota plan
Demand or inventory plan
Workforce plan and cross training or succession plan
Annual operating plan (revenue & expense)
Dimensions Customer Product Employee or Team By legal entity or accounts
Data CRM, Contract Data SCM, PLM HRIS ERP
Reports Quota Variance, Coverage Ratio
On time delivery, Stock Outs
Open Headcount, Total Compensation
Management Reporting (P&L, Balance Sheet, C/F)
Ease to Implement
Easier Harder Medium Harder
Business Values
High (Growth) High (Profit) High (Op Margin & Growth)
Med (P&L, B/S, C/F)
Connected Planning: Where to Start
Connected Planning Connects…
• Past & Present to Future
• Strategy to Execution
• Targets to Commitments
• Variance to Action
• Data to Insight
• Facts to Decisions
• Processes: Report, Analyze, Model, Plan, Decide, Govern
• Data: Historical, Plan, Forecast, Actual, Re-statement, What-if, Sandbox
• People: Collaboration, inside & outside
Connected Planning
Surprises
Insights & Opportunities
Flexibility & Reaction Time
Waste
Competitive Advantage
Contact
Dan Beley
Account Executive Anaplan
(416) 274-5535
Ameet Bhojwani Senior Manager Deloitte Consulting, LLP
(647) 638-4690
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