Sales & Operations Planning: 2-Week Assessment

During this 2 week assessment, we'll take you through five phases of alignment, discovery, process design, deployment, and monitoring to help you achieve your S&OP objectives with Dynamics 365 Supply Chain Management and our unique, industry-specific, Sales and Operations Planning Service.

We follow a tested and proven, proprietary process to help you reach a consensus on a single operating plan, a plan that achieves your objectives in the most efficient and profitable way possible.

During Week 1 -

Phase 1: Align We engage with process owners and stakeholders to educate them on methods and tools and to set expectations on upcoming activities and levels of involvement. Phase 2: Discover We assess your current process, strategic goals, and KPI’s. This phase includes measuring your organizational readiness for change, identifying opportunities for improvement opportunity, and creating an implementation plan.

During Week 2 -

Phase 3: Design We design an improved future-state process, realign your strategic goals and KPI’s, initiate organizational change management, and define immediate win opportunities. Phase 4: Deploy We educate your team on the new approach and expected results, complete the change management process, and deploy the enhanced processes into your operating environment. Phase 5: Monitor We monitor post-deployment acceptance and usage, identify problem areas, and fine-tune the plan to increase your success.

The Results *Improved agility while making your organization less reactive and more strategic *Unified sales, marketing, executive, financial and operational perspectives *Better demand and supply accountability *Extensive KPI reporting and monitoring