integrated business planning - blue ridge · 2018-05-02 · integrated business planning • a...
TRANSCRIPT
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INTEGRATED BUSINESS PLANNINGROD DAUGHERTY, Vice President, Product Strategy | Blue Ridge
SANTHOSH SRIRAMBHATLAVice President, Product Development | Blue Ridge
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INTEGRATED BUSINESS PLANNING (IBP)Configurable, long-range collaborative planning
2018 BLUEPRINT
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INTEGRATED BUSINESS PLANNING
Introduction/ Business Problem
How Does IBP Help?
Terminology
IBP Process Flow
What Is IBP?
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THE CHALLENGE
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INTEGRATED BUSINESS PLANNNING
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“THE DISCONNECT”
SALES
Maximize Revenue Minimize inventoryMaximize profitMinimize costs
Manage cash flow
$Typically by product family
UnitsTypically by SKU
$Typically by business unit
Current quarterCurrent year
Planning horizonFiscal year
2-5 year projection
OPERATIONS FINANCE
GOALS
UNITS OF MEASURE
FORECAST HORIZON
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WHAT IS IBP?Integrated Business Planning
• A formal process led by senior management that on a monthly basis, evaluates time-phased projections for new products, demands and resulting financials
• Is a decision-making process to ensure the tactical plans in all business functions and geographies are aligned and in support of the companies' strategy
• A Process to reach consensus on a single operating plan, which allocates critical resources to most effectively and profitably meet customer's needs
• Cross functional involving Top Management, Sales, Supply and Purchasing
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HOW DOES IBP HELP?Integrated Business
• Highlights imbalance between supply and demand
• Requires action to be taken
• Allocates resources effectively (people, facilities, equipment, materials)
• Meet customers needs
• Consider short and long term constraints
• Drives profitability
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INTEGRATED BUSINESS PLANNING
IBPIntegrated Business Planning
BUYERS&
OP COLLABORATIONDemand PlannerAccountability
VISIBILITY ACROSS ORGANIZATIONTeam work
Sales Growth
acco
untab
ility
Cost Reduction
Brand Manager
Supply Planner
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A FEW DEFINITIONSFORECASTING: An attempt to predict the future. In business, an attempt to predict demand and impact on resources (materials, labor, equipment, facilities, etc.).
DEMAND MANAGEMENT: Method of recognizing independent demand for goods and services. Users forecast, firm customers orders and other analysis to project and support market demands.
INTEGRATED BUSINESS: A process used to bring together functionally separate business groups to develop a consensus plan of record.
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IBP PROCESS FLOW IBP PROCESS FLOW
Scenarios
Resources
Performance Measures
START
Demand ReviewSupply Review
ProductReview
FinancialReview
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INTEGRATED BUSINESS PLANNING – A LIST OF TEMPLATES
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INTEGRATED BUSINESS PLANNING – EXECUTIVE EXCEPTIONS
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INTEGRATED BUSINESS PLANNING – SUPPLY PLAN
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INTEGRATED BUSINESS PLANNING – SALES MANAGER VIEW
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INTEGRATED BUSINESS PLANNING – BRAND MANAGER VIEW
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INTEGRATED BUSINESS PLANNING – EXPAND BRAND MANAGER VIEW
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INTEGRATED BUSINESS PLANNING – FINANCIAL VIEW
