P R O D U C T DATA SHEET

Version 6.2

Oliver Wight
Enterprise Sales & Operations Planning Tool
The company that invented Sales & Operations Planning also offers the best way to manage it.

A Playbook to Create and Execute Your Corporate Game Plan

What if you could manage your business the way a head coach manages a professional sports team? Youd have the benefit of films to review past team performance, scouting reports on your upcoming contest, and a game plan with charts, graphs and stats that enable your team to execute flawlessly as you call the right play in any situation. Thats the power of the Enterprise S&OP Tool, a unique decision support product that facilitates the transition to S&OP and optimizes the ongoing use of the S&OP process. Businesses that use it typically implement their S&OP process up to four times faster than those using traditional methods, with a corresponding reduction in cost, increased revenue, and a higher success rate. Businesses use the Enterprise S&OP Tool to: Operate from a game plan that synchronizes demand, supply, and financial information. Conduct management reviews of the business in less than three hours a month. Identify problems and opportunities early enough to take appropriate action. Ensure strategies and strategic initiatives are being effectively deployed. Manage the Forest, not the Trees
Operational systems such as ERP, master scheduling, and inventory management provide too much detail for management to act upon. Furthermore, identifying the root issues in a complex process like running a manufacturing, engineering, distribution, or retail business requires the ability to change one variable at a time, and observe the results. You cant do that effectively with ERP or MRP systems because they typically provide no history and little or no ability to examine what-if scenarios. The Enterprise S&OP Tool provides the critical link between these operational systems and top-level planning. Management gains visibility into all the moving parts of its operations demand forecasting, capacity planning, supplier relationship management, cash flow analysis, and product lifecycle management at a level high enough to know what actions had a positive or negative impact on business performance and early enough to take appropriate action.

The Enterprise S&OP Tool provides:

Charts and graphs that enable management to obtain a clear view of the business and make more informed, timelier decisions. Project demand, supply, new product introductions, and financial requirements up to 24 months into the future with optional expansion to five years or 30 years. What-if scenarios to view different demand, supply, and resource implications.

P R O D U C T DATA SHEET
Version 6.2

Improve Utilization of Assets

If your resources are not in line with demand, some will sit idle or produce excess inventory while others are backlogged, and orders go unfilled. The Enterprise S&OP Tool enables you to validate your supply plan without disrupting your MPS/MRP system.

Achieve Success Sooner

The S&OP process has attracted widespread interest because of its success in elevating businesses to Class A operational excellence and in aligning supply chains with competitive priorities. By eliminating the need to build customized reporting systems for management presentation, the Enterprise S&OP Tool enables businesses to attain these goals up to 18 months sooner than with a conventional S&OP implementation.

Reduce Inventory and Increase Cash Flow

Inventory ties up cash and reduces your ability to pursue other business initiatives. With the Enterprise S&OP Tool, you can establish inventory targets that are in line with strategies and financial goals and build to them with confidence.

Actual Business Results of Oliver Wight Clients

Process
Forecast Accuracy On-Time Delivery

Improve Customer Satisfaction

On-time delivery is key to customer retention. With the Enterprise S&OP Tool, you can evaluate scheduling promotions and new products to avoid shortages and stock-outs and options to meet customer expectations while you maximize cash flow.

Before
34-42% 28-40%

After
61-65% 97-99%

Process
Sales Volume Increase Inventory Reduction

Impact
28-50% 40-50%

Align Supply Chain to Market Demands

The Enterprise S&OP Tool enables you to order what you need by providing knowledge of future demand, inventory requirements, and service needs in a single plan that keeps everyone on the same page.

S&OP Process Critique

With the release of the new Oliver Wight Class A Checklist for Business Excellence, Sixth Edition, the S&OP Process Critique now includes the Fifth Edition Sales and Operations Planning Overview Questions in addition to the Sixth Edition Integrated Business Planning chapter to track your S&OP/IBP process effectiveness. Businesses implementing a CPFR supply chain, especially for consumer packaged goods manufacturing, require an S&OP process in place. The Enterprise S&OP Tool is the only way to get there fast and affordably. The Enterprise S&OP tool was designed and built by Oliver Wights manufacturing process experts as an integral presentation and modeling tool, not by software developers as a bolt-on to an ERP or SCM product. It has been refined through use in six versions over eleven years, which ensures that it will continue to be relevant and practical.

Maintenance and Support Services

During the first year after purchase, telephone support relative to a standard installation is available for up to 8 hours at no cost. After that, a Maintenance Agreement Renewal is available for an annual fee to continue these services. Within the first year and during such time as a maintenance agreement is in effect, both software upgrades and new version releases are available at no cost.

P R O D U C T F E AT U R E S
Version 6.2

Capabilities
The Enterprise Sales and Operations Planning Tool Version 6.2 utilizes a Microsoft SQL Server. Its scalability allows the tool to run on a single workstation or server-based on a Terminal Server or Citrix Server supporting global sites with hundreds of users. The simplicity of the tool sets it apart from the rest while providing unlimited and robust analysis of your business data. Enhanced Demand / Supply Analysis Tools
Powerful operations tools for analysis of demand and supply data at all levels within one screen; allows views of: - Data by Company, Site, - By Family and Across all Families, - by SBU and Across all Families. Visibility of Current Product Demand and New Product Demand separately or stacked separately on the same chart. The Aggregation Supply Review - A supplyfocused analysis tool providing all levels of aggregation and the impact on constrained capacity. The ability to automatically set Supply to Demand or Inventory Target to see the results and save the plan for later. User-Defined Analysis - the tool allows the user to define aggregation groups and attributes of the group. Planning Subfamilies maybe assigned up to 12 groups and unlimited attributes. Groups can be aggregated up to three levels in Demand / Supply charts and Financial charts, providing virtually unlimited analysis of plans and financial Impact. NEW: Optional expansion to accommodate a five-year or a 30-year planning horizon. Compare your inventory plan to Target, Minimum, and Maximum. Smooth Inventory Plan Projections. Track Asset Inventory and Value.

Resource Capacity Planning

Analyze Resource Capacity by SBU, Family, and Subfamily Summary and Detail, by Resource and Resource Groups. Calculate required capacity based on Production, Purchases, Inventory, or Shipments allowing visibility to critical resources. View the required capacity to meet the plan and how it compares to the Resources for Demonstrated, Minimum, and Maximum capacities. View the requirements at Company level, or drill down to Strategic Business Unit, Family, or Subfamily impact on capacity. Maintain assumptions and Comments for Resources. Ability to customize the display of requirements by Demand Probability, Inventory Type, or Inventory Stocking Type.

Financial Analysis
Analyze Sales, Revenue, Margin, and Margin Percent at Company, SBU, Family, and Subfamily Levels and across SBUs or Families for a detailed financial analysis of Products and Product Group's gross profit. Enter Cost of Goods Sold by Total Cost or Fixed Cost and up to three Variable Costs. Margin and Margin Percent are available for Gross Margin and Variable Margin analysis. Adjust Scale and precision for Summary Plan and Financial Reviews. Export financial data to Excel. View Waterfall of Financial data for up to six prior plans. Compare Financial Plan to Prior Plans and Prior Year.

Inventory Management
Review and set your production plan based on Units, Days of Inventory, or Value. Value Inventory at Average Cost or optional Average Inventory Cost.

P R O D U C T F E AT U R E S
Version 6.2

Demand / Supply Planning Tools

Assign a type to Subfamilies for specific functionality and attributes, such as Demand Subfamily, Demand without Inventory, Supply with Inventory, and Supply with Asset Inventory. Use Bills of Material to create Dependent Demand for another Subfamily. Include optional lead time offset. Distribute BOM requirements from Production, Purchases, or Shipments. Value Bookings using the Bookings Average Price and Bookings Value Chart. Compare Demand and Supply Plans to Prior Plans and Prior Year.

Import Bills of Material, Resource, Load Profile, and Assumptions data. Import Sales Production Calendar and Resource-Specific Calendar. Export Waterfall Data. Search ability for Resources and Annual Totals. Automatically update Supply Plan to Demand Plan or Inventory Target with the ability to specify the Total Supply by the percent provided by Production and/or Purchases. Plan globally with support for currency and formatting (in most languages). Allow inquiry-only access with the ESOP Management Business Review Tool (included at no cost).

Performance Measures
Track Performance Measures to a fixed number or a range of tolerance of the plan. Display green, yellow, and red status zones on the charts to visibly track your performance. Calculate Performance Measures from Waterfall data and export to Excel.

Utilities
Oliver Wight Americas, Inc.
PO Box 368. 292 Main Street New London, NH, 03257, USA Telephone: 1 800-258-3862 1 603-526-5800 Facsimile: 1 603-526-5809 info@oliverwight.com

Export Units and Resource data to pre-written Excel Pivot tables. Export Manager creates an Excel file of Demand, Supply, or Financial Plan to send to a remote site to import into their plan. This is especially beneficial for remote sites utilizing separate databases.

oliverwight-americas.com
Citrix and Windows Terminal Server also supported.

Asia/Pacific
131 Martin Street Brighton, VIC 3186, Australia

Citrix is a registered trademarks of Citrix Systems, Inc. Microsoft, Windows, Windows Server, Office and Terminal Server are registered trademarks of Microsoft Corporation. CPFR is a Registered Trademark of the Voluntary Interindustry Commerce Standards (VICS) Association.

Europe, Africa & Middle East

The Willows, The Steadings Business Centre Maisemore, Gloucester GL2 8EY, UK