Sales & Operations Planning

Smooth operational planning requires coordinated processes, KPIs and integrated tools. But the workday is already more than filled with routine business and combating ad-hoc problems, leaving little time to drive the necessary integration across team boundaries. There is a lack of robust metrics and meaningful reports that enable clear decisions.
RizonX provides transparency and efficiency: we review and optimise your forecasting, reporting and control processes as well as your KPIs and help you select or develop the necessary tools and dashboards. With our support, you have the necessary transparency about the status of your logistics and can actively manage it. Successfully.

• Timely preparation of reliable forecasts
• Cost reduction in staff and transport planning through reduced forecast deviations
• Increased customer satisfaction through compliance with SLAs
• Greater transparency for all areas through coordinated, consistent planning processes
• Effective controlling by means of scenarios for more sustainable decisions
• Higher reaction speed in the event of planning deviations in day-to-day business, including countermeasures through integrated planning
• Effective use of valuable planning resources through clear communication and decision paths and improved tooling
• Uniform use of coordinated KPIs on a uniform data basis
• Accelerated and more resilient forecasting process

1. Screening: Detailed assessment of the status quo and identification of improvement potentials in the fields of stakeholder integration, processes, data and tools.
2. Process design: Definition of the integrated processes and interfaces with the participation of all relevant stakeholders with the aim of establishing a continuous proactive planning cycle.
3. Data preparation: Coordination between business and BI teams to define KPIs, ensure the provision of the necessary data and build reports and dashboards.
4. Tool design: Support in the selection of planning and control tools available on the market. Support of internal tool developments directly at the customer, e.g. by building bridges between business and IT teams, requirements management as well as the direct takeover of development services.
5. Implementation: Support in the introduction of tools, reports and processes. Support and feedback in the period after the introduction.