anaplan webinar | connected planning with deloitte
TRANSCRIPT
Ron DimonManaging Director of Planning and Analytics at Deloitte Consulting LLP
Connected Planning
VALUE
MODELS
Debate
F O
What’s Possible?
• Drivers• Historical• External
• Revenue Growth• Operations• Assets• Workforce
F OF O
EXECUTION
F O
Sales andMarketing
SupplyChain 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 Variance, Quota, Coverage On time delivery Labor cost changes,
VariableManagement Reporting (P&L and Balance)
Connected Planning
HireDiscontinue
Product Line
M+A
Connected Planning
VALUE
Targets
EXECUTION
MODELS
Debate
F O
What’s Possible?
• Drivers• Historical• External
• Revenue Growth• Operations• Assets• Workforce
F OF O
PLANSF O
Who, What, When
Geography
ProductCategory
BusinessUnits
HireDiscontinue
Product Line
M+A
Connected Planning
PLANS
VALUE
Targets
EXECUTION
MODELS
Debate
F O F O
What’s Possible?
• Drivers• Historical• External
• Revenue Growth• Operations• Assets• Workforce
F OF O
Who, What, When
Sales andMarketing
SupplyChain 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 Variance, Quota, Coverage On time delivery Labor cost changes,
VariableManagement Reporting (P&L and Balance)
Connected Planning
Sales andMarketing
SupplyChain 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 Variance, Quota, Coverage On time delivery Labor cost changes,
VariableManagement Reporting (P&L and Balance)
Number of Users
Business Value
Connected Planning
Geography
ProductCategory
BusinessUnits
HireDiscontinue
Product Line
M+A
Connected Planning
PLANS
VALUE
Targets
Constraints
EXECUTION
MODELS
Debate
F O F O
What’s Possible?
• Drivers• Historical• External
• Revenue Growth• Operations• Assets• Workforce
Assumption
F O
Who, What, When
Sales andMarketing
SupplyChain 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 Variance, Quota, Coverage On time delivery Labor cost changes,
VariableManagement Reporting (P&L and Balance)
Number of Users
Business Value
Connected Planning
Geography
ProductCategory
BusinessUnits
HireDiscontinue
Product Line
M+A
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
F OF O
Transform Data and Gather it up
Who, What, When
Visualize
Statutory Reporting
• Adjustments• CTA..
Sales andMarketing
SupplyChain 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 Variance, Quota, Coverage On time delivery Labor cost changes,
VariableManagement Reporting (P&L and Balance)
Number of Users
Business Value
Connected Planning
Who, What, When
Visualize
Statutory Reporting
Geography
ProductCategory
BusinessUnits
HireDiscontinue
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
FocusTransform Data and
Gather it up F O
InsightPredictive Analytics
CONNECT• Data• Users• Rules• Workflow
Sales andMarketing
SupplyChain 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 Variance, Quota, Coverage On time delivery Labor cost changes,
VariableManagement Reporting (P&L and Balance)
Number of Users
Business Values
Connected Planning
Sales andMarketing
SupplyChain 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 Variance, Quota, Coverage On time delivery Labor cost changes,
VariableManagement Reporting (P&L and Balance)
Ease toImplement
Business Values
Connected Planning
Statutory Reporting
Geography
ProductCategory
BusinessUnits
HireDiscontinue
Product Line
M+A
ANALYTICS
PLANS
VALUE
Targets
Constraints
EXECUTION
REPORTS& xx
DASHBOARDS
MODELS
Debate
Drill
F O F O
What’s Possible?
• Revenue Growth
• Operations• Assets• Workforce
Assumption
• Adjustments• CTA
• Trends• Benchmarks• Root Causes
Understand
FocusTransform Data and
Gather it up
InsightPredictive Analytics
CONNECT• Data• Users• Rules• Workflow
Visualize
Connected PlanningVendors, Customers, Channels, Other Partners, External Workforce
Who, What, When
Q A