Our plan allows for flexibility in software selection, recognizing that some processes may require specialized solutions beyond off-the-shelf options:

Part 1: S&OP/IBP Implementation and Evaluation

  1. Identifying Pain Points and Building the Case for SOP
    • Assess current state
    • Engage key stakeholders
    • Develop the business case
  2. Implementing Basic SOP
    • Design the process
    • Start small with a pilot
    • Establish Key Performance Indicators (KPIs)
  3. Expanding and Refining SOP
    • Broaden participation
    • Improve data integration
    • Implement continuous improvement
  4. Transitioning Towards IBP
    • Integrate financial planning
    • Extend planning horizon
    • Enhance cross-functional collaboration
  5. Evaluation Phase
    • Assess process maturity
    • Review KPIs and improvements
    • Gather feedback from all stakeholders
    • Determine readiness for technology implementation

Part 2: Software Vendor Search and Implementation

  1. Define Requirements
    • Based on the evolved process, identify key features needed
    • Consider unique and competitive processes that may require specialized solutions
  2. Evaluate Options
    • Research available SOP/IBP software solutions
    • Explore both off-the-shelf and specialized software vendors
    • Involve key stakeholders in the evaluation process
  3. Select and Implement Solution
    • Choose the most appropriate solution(s) based on requirements
    • Implement in phases, starting with core functionalities
    • Integrate with existing systems
  4. Continuous Adaptation and Improvement
    • Evaluate tool performance
    • Adapt and scale based on feedback
    • Provide ongoing training and support
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