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2 Infor Demand Planning What's New in Version 6.6 Thursday 14 th March. 15:00 CET, 10:00EST Shaun Phillips 2

3 A short notice This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole discretion, with or without notice to you. This document is not a commitment to you in any way and you should not rely on this document or any of its content in making any decision. Infor is not committing to develop or deliver anything described herein. 3

4 Infor Demand Planning (Version 6.6) The key new features being demonstrated today 1. Data Series Modelling 2. Promotion Management Workbench 3. Demand Sense and Respond 4. Advanced Forecasting Edit Grid 5. Periodic Item Forecasting 6. Intelligent Baseline Forecasting Questions 4

5 Data Series Modeling What it does Model user defined data series to support timely decision making Provides for any event or time series to be modeled Why is it important Increases accuracy of decision making Essential for Consumer Goods but has wider appeal. Why it was added Improve the flexibility of solution and align with target markets Avoid the use of existing data series out of context adding to implementation effort Added business value Improve forecast accuracy Prevents reacting to nonrepeating events Improves agility with more timely data to support decisions Reduces cost of implementation by reducing customisation 5

6 Data Series Modeling Model user defined data series to support timely decision making Provides Both historic and future data series Data series be weighted or static. Scan data history will be weighted Pick miss events will be static High visibility. Appears on Graph and Tabular windows Simple to copy from one to another Import custom data easily from DPSI Common Use-Cases Track stock-outs, DIFOT, Backorders. Store sales comparatives to Warehouse sales Flexible Calculation rules Simple values. Imported or entered Calculated values for specific requirements Limitations Calculated at all Levels of Matrix Calculated at lowest level and aggregated Forecast generation of custom data series Not displayed in Edit Grid Not editable in Collaborate No batch statistical forecast generation of custom values (only interactive) No disaggregation for custom values 6

7 Promotion Management Workbench What it does New feature to manage promotion calendars Provides the ability to define weekly promotions including promo profiles and cannibalization profiles. Provides the best possible picture of promotion activity Why is it important Essential for Consumer Goods, where high portion of sales are due to promotion Why it was added To maintain Infor DP as a market leader in CPG forecasting Added business value Provides an entry level TPM facility for Demand Planning customers without requirements for full TPO Removes reliance on spreadsheets to manage promotions. 8

8 Promotion Management Workbench Manage Promotional Events with all required promotion specific data Start and End dates, Uplift, Downturn Descriptive fields (advertising strategies) Flexible promotion calendar. deals can start/end any day of the week. New marketing group support for cannibalisation and intra-product relations. Provides 3 specific profiles to be captured from history or defined On promo profile. Item selection, uplift effect, downturn effect Off promo profile Item selection, uplift effect, downturn effect Cannibalisation profile Item selection, uplift effect, downturn effect Limitations No Statistical calculation of the impact of promotion demand versus regular demand. No support for financial transactions, i.e. Rebates, Accruals, Advertising Expenses Only in Core. Not a collaborate feature. 9

9 Demand Sense and Respond What it does Improves visibility of actual sales behaviour aligned with daily, weekly, and month to date forecasts Identifies and alerts exceptions when actual sales behaviour violates upper and lower bounds of daily, weekly, and month to date forecasts Why is it important Essential for seasonal items (esp CPG) where majority of annual revenue comes within a short period Why it was added To confirm Infor as a market leader in CPG supply chain planning Customer Requests. Analyst advice Added business value Enhanced agility to changing market conditions Improve service levels and revenue by responding to demand signals 11

10 Demand Sense and Respond Provide true Sense & Respond capability. Better visibility of daily, weekly, and month to date actual sales for current period. New Exceptions to alert of real-time sales behaviour changes. Enhancement to Demand Analysis Report. Demand Sensing High Demand Sensing Low Demand Analysis Report calculate exceptions as period remaining rate instead of period totals Maintain Channel Product parameter for Demand Sensing tolerance percentage. Limitations Requires actual sales to be recognised weekly or (ideally) daily Not displayed in Edit Grid 12

11 Advanced Forecasting Edit Grid What it does New feature to view history and forecast together for a product family (or selection) in a Grid with dimensions of product and time Provides the ability to adjust history for a product family (or selection) at an aggregate or individually. Why is it important Simplifies the task to reverse the impact of a one-off event to a product family Essential for Consumer Goods Why it was added Customer requests Added business value Greatly reduces manual planning effort to smooth impact of one-off events. Improved accuracy of statistical forecast due to cleaner history 14

12 Advanced Forecasting Edit Grid Provides Edit Grid History Adjustment Adjust impact of spikes/toughs in history by product family (or selection) Adjustments automatically synchronize across Daily, Weekly and Monthly buckets Provide history visibility Limitations Currently only exists in Core. Not currently supported in Collaborate For Channel levels that store history only For Channel levels that don t store history Can be edited by selected base channels and edit total row in Edit Grid. Spread history based on period weighted share 15

13 Periodic Item Forecasting What it does Unique statistical forecasting approach to forecast items where the vast majority (+95%) of sales occur in a small portion of the year. Sales & non-sales periods automatically identified. Only true selling periods are included in forecasting process so forecast is not polluted by non-selling periods sporadic sales These approach is different to traditional seasonal items as periodic items have a zero (or near zero) forecast for a selection of certain periods Why is it important Reduce obsolete stock of periodic items Added business value Reduce time to plan due to more accurate statistical forecast due to removal of non-sales periods Reduced obsolete stock as periodic products are not forecast (or replenished) during the off-season. 17

14 Periodic Item Forecasting Periodic Items are those items that sell in a predictable manner, however only for a few months of the year, i.e. sunscreen. These are different to seasonal items as they have a zero forecast for a selection of certain months These are different to slow-moving products as the zero data points are contiguous, whereas with SMP the zero values are sporadic. Changes to BATS algorithm to identify periodic items. 18

15 Intelligent Baseline Forecasting What it does Provides a new facility to manage baseline forecasts separate to statistical and promotional activity Automatically reverse the effect of nonrepeating sales behaviour from raw sales generating baseline behaviour Provide custom market intelligence types to group and analyse forecast changes Why is it important Essential for consumer goods where promotional and one-off events pollute history Why it was added To confirm Infor DP as a market leader in CPG forecasting Added business value Reduce time to plan due to more accurate statistical forecast Improve level of awareness between promotional and regular sales behavior 20

16 Intelligent Baseline Forecasting Introducing the concept of a baseline forecast into Demand Planning. A baseline forecast is the statistical forecast plus/minus the impact of Corrective MI. The baseline is said to represent the non-promotional (or normal) behaviour of a product. Promotional (or non-recurring) intelligence is added to the baseline to determine the Net Forecast. This enhancement will add Custom defined MI Categories by Types Different MI Types have different Period End behaviour Baseline + Uplift Logic 21

17 Infor Demand Planning What's New in Version 6.6 Questions 23

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