Oracle Fusion Cloud Sales and Operations Planning

Oracle Fusion Cloud Sales &

Operations Planning

Sales and Operations Planning (S&OP) has

been traditionally regarded as a simple

process

for balancing supply and demand. With the

right solution and technology, S&OP can

achieve its true potential and become a

powerful means for executing on your overall

business strategy, a process also referred to as

integrated business planning. Oracle Fusion

Cloud Sales and Operations Planning (S&OP)

enables you to implement continuous and

forward-looking integrated business planning

that profitably aligns product, demand, and

supply plans with your strategic and financial

objectives.

ENABLE NEXT-GENERATION S&OP

The key to execute on your strategy consistently and profitably is aligning your

organization around a common set of forward-looking metrics and a shared

operating plan for achieving these metrics. And when it’s time to move plans into

execution, you will want a solution that can translate S&OP decisions into tactical

plans, and then continuously monitor your performance to ensure you are staying on

target.

Oracle Cloud S&OP enables this process by monitoring the health of your product

portfolio, ensuring that your demand plan achieves company revenue targets, while

generating a supply plan to profitably meet demand and reconciling your operating

plans with your overall financial goals.

Capabilities

! Leverage configurable best-

practice process templates

! Manage by exception and

compare plans based on the right

decision criteria

! Achieve consensus forecasting

with rapid in-line simulation

! Aggregate planning using bills of

resources for strategic capacity

and supply plans

! Ensure availability of critical

capacity and supplies with multi

stage manufacturing offsets

! Continuously monitor plans, late

activities, and tasks

! Integrate with Microsoft® Excel

and collaborate across the

enterprise

DATA SHEET | Oracle Fusion Cloud Sales & Operations Planning

Figure 1. S&OP Executive Review dashboard with critical metrics and KPIs

Quickly Implement a Proven Methodology with S&OP

Process Management

Many companies’ S&OP processes fall short of recognized best practices, resulting in

disappointing business results. Other companies have defined good processes, but

they use spreadsheets or inadequate S&OP software and as a result, struggle to

execute the process and maintain it over time. Oracle Cloud S&OP

is designed to help

your company quickly adopt a sustainable, step-by-step, best-practices approach to

S&OP. The solution comes with configurable process templates for each of the five

stages of S&OP: Product, Demand, Supply, Financial, and Executive Reviews. Each

process template includes a standard list of tasks and a place to track action items,

decisions to be made, and notes. With these process templates, you can quickly

adopt best practices to maximize ROI through reliable, executable plans while

accelerating time to benefit by drastically cutting down on churn activity and plan

generation time.

Harness Collective Knowledge Using Enterprise Social

Collaboration

Resolving issues requires effective collaboration on a communication platform that

provides the right context and tools. Oracle Cloud S&OP provides this with the

enterprise social features of Oracle Social Network so that users can collaborate with

colleagues to highlight and quickly resolve planning issues. Communications are

associated with specific plans or planning cycles, and a record of all such

communications is kept for future reference.

Benefits

! Align finance, sales, and

operations with integrated

business planning and execution

! Get complete visibility and

performance monitoring of

business

! Reduce planning cycle times

! Enable strategic capacity and

supply planning with focus on

critical components and resources

! Increase responsiveness to

changing market conditions

Figure 2. Enterprise social collaboration pop-up on Oracle S&OP view

DATA SHEET | Oracle Fusion Cloud Sales & Operations Planning

In addition, Oracle S&OP makes use of planning notes so that you can document

changes to plans and the assumptions, risks, and opportunities associated with those

changes. This way everyone understands the thinking behind new plans, helping

your S&OP process foster better accountability within the organization.

Achieve a Consensus Operating Plan

Oracle S&OP helps your organization develop a consensus plan using collaborative

planning capability

. The consensus forecasting feature combines different marketing,

sales, and operations forecasts according to configurable weightings. Once you have

a consensus forecast, features such as enterprise social collaboration, supply

simulation, and financial reconciliation allow your organization to select the best

operating plan that meets the needs of various stakeholders, without surprises and

with clear consensus.

MAKE BETTER DECISIONS USING S&OP ANALYTICS

With comprehensive analytics, best practice layouts and KPIs, Oracle Cloud S&OP

gives you the information you need to monitor performance, understand shortfalls,

and analyze new plans.

A set of summary dashboards, layouts, and detailed tables are provided for each of

the five stages of S&OP, Product Review through Executive Review. Each summary

dashboard has a ribbon of graphical KPIs across the top for monitoring performance

versus targets. Exception management capabilities pinpo

int problem areas. Users can

drill into details to understand the root causes of problems and take corrective action.

Tailor Analyses to Your Unique Needs

While Oracle S&OP comes with numerous best practices dashboards, layouts, and

metrics, you can modify these elements or create your own to meet your unique

needs. In addition, other elements can be modified, including dimensions,

hierarchies, measures, goals, exception thresholds, and guided contextual

navigations.

ACHIEVE BUSINESS GOALS BY ACTING ON NEW PLANS

Oracle S&OP provides simulation capabilities so you can evaluate alternative what-if

plans. Once you select a plan, seamless integration between S&OP and tactical

planning systems ensures that you can act on decisions you make during the S&OP

process.

Quickly Simulate and Compare Alternative Plans

During the Supply Review stage, you will want to run alternative supply plans within

the S&OP application to reconcile demand, supply, and financial plans. With Oracle

Cloud S&OP in-memory processing, you can quickly run constrained supply

simulations to accommodate changes such as an increase in demand or see the

impact of changes to a wide range of supply parameters such as capacity, lead times,

bill of resources etc. If you also subscribe to Cloud Supply Planning or Cloud Demand

Management, you can generate new demand forecasts from within the S&OP

application. Finally, when it’s time to select the best plan, you can evaluate plans side

by side and compare key metrics.

DATA SHEET | Oracle Fusion Cloud Sales & Operations Planning

Meet Long-Term Supply Chain Needs with Aggregate

Planning

Related Products

To make long-term strategic decisions relating to issues such as production capacity

and raw materials supply, S&OP provides rough-cut capacity planning using its

aggregate planning capability. You can plan at the product category and month level,

for example, and focus on just critical components and resources using a flat bill of

resources. This way, with a compact and relevant supply chain representation, you

can quickly simulate alternative scenarios over strategic time frames without getting

bogged down in analyzing superfluous detailed plan output related to nonessential

items and manufacturing routings.

You can simultaneously view resource and material requirements for a finished good

at multiple supply chain levels to quickly identify and reduce supply and resource

bottlenecks.

Link S&OP Decisions with Overall Business Planning

Once you’ve made decisions during the S&OP process and approved a new operating

plan, Oracle Cloud S&OP helps move plans into execution using the close integration

between S&OP and tactical planning systems. S&OP Cloud sends the consensus

forecast to Oracle Cloud Supply Planning for use as a demand schedule to generate

constrained supply plans. With visibility of execution data from these systems, S&OP

helps you stay on track by continuously monitoring plan execution, a process known

as Sales and Operations Execution.

EXTEND YOUR PLANNING PROCESS AS YOU SEE FIT

Most cloud planning solutions only offer simplistic “one-size-fits-all” capabilities.

Oracle Cloud S&OP offers comprehensive capabilities that are only easy to use and

can evolve with your business. It’s tightly integrated with Oracle Fusion Cloud Supply

Chain Planning, so you can seamlessly share demand and supply information within

the same user interface. It’s also integrated to other Oracle Cloud SCM services,

saving valuable time otherwise spent on implementation. Since Oracle Cloud S&OP

can be used for businesses that are still running on-premises

ERP solutions, you don’t

have to shift everything to the cloud at once. You can start with S&OP Cloud and

transition the rest of your applications later. A series of REST Application

Programming Interfaces (APIs) also support the extraction of data such as items, bill

of resources, supplier, and resource capacity from external programs as required.

Take advantage of Oracle Cloud S&OP’s world-class simulation, collaboration, ease of

use, and ease of deployment to take your planning to the next level.

To learn more about Oracle Fusion Cloud Sales and Operations Planning, visit

oracle.com/scm/supply-chain-planning/sales-operations-planning.

! Oracle Fusion Cloud Demand

Management predicts and models

future shipments, orders, and other

demand signals.

! Oracle Fusion Cloud Supply

Planning plans material and capacity

and responds to demand, availability

and resource issues as they occur.

! Oracle Fusion Cloud Supply Chain

Collaboration shares order forecasts

with suppliers and collaborates on

their commitments.

! Oracle Fusion Cloud Order

Management centralizes and

standardizes your order fulfillment

across multiple sales channels.

! Oracle Fusion Cloud Supply Chain

Execution defines and executes

production, shipping, receiving,

transfer, and other execution

activities across the global supply

chain.

! Oracle Fusion Cloud Enterprise

Performance Management helps

model and plan across finance, HR,

supply chain, and sales and

streamline the financial close process.

DATA SHEET | Oracle Fusion Cloud Sales & Operations Planning

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