How to Select a Sales and Operations Planning (S&OP) System

Mature sales and operations planning (S&OP) is more than a sales forecasting or tactical planning tool. S&OP is a decision-making mechanism for aligning strategic plans with sales, operational, and financial plans. Download this TEC executive brief for pointers on selecting an S&OP system, information about how mature S&OP processes can help tackle critical business issues, and key S&OP system capabilities to look for.

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In this report, we provide key pointers on selecting a sales and operations planning (S&OP) system, by exploring:

  • how a mature S&OP process can help tackle key business issues,
  • why technology is required for success on the S&OP front, and
  • key S&OP system capabilities to look for.
At the base level, S&OP is simply a tactical or sales forecasting process for aligning production with demand. But mature S&OP processes are more than sales forecasting or tactical planning tools. S&OP is a decision-making mechanism for aligning an organization’s strategic plan with its sales, operational, and financial plans. Advanced S&OP processes provide organizations with top–bottom views, as well as the ability to collaborate bidirectionally across multiple business inputs within and outside the organization.

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