Streamline Your Sales and Operations Planning PPT with airSlate SignNow

How to create outlook signature

so when i first joined shank um you know there was a lot of things to obviously become familiar with understand the processes the manufacturing products systems and as as i became more acclimated to the environment you know one of the things that became apparent to me is that you know we needed more of a business rhythm uh is the term that i would use for for how do we really balance uh our overall demand how do we balance that against our capacities how do we ensure we have the right inventory and and the theme behind all of this was you know how do you make your company number one more predictable uh how do you get in front of uh the demand of your customers and and how does that translate into developing a sustainable operation and so when you're getting predictable and and sustainable you become certainly more adept at projecting where you're going to be at financially in terms of revenue margins where you're going to be at in terms of meeting on time delivery for your customers and so for me the the answer was in this psyop process and psyop is really balancing out your sales your inventory and your operational planning but it's not a one-time thing it's something that you do on a recurring basis weekend and week out and it inquires the engagement of of everybody in the organization to make this successful and and when looking about to see how to do that we landed upon lma lisa and her team with diane to to help move us through not only understanding the the data that we had and the sources of that data but how to um cleanse that data so that it's meaningful look at where we had gaps in not only our processes but also we had gaps within our systems and then how to begin to manually build that connectivity um how to provide us with that systems process discipline so that we created our own operational rhythm as rick said psyop requires engagement across the organization it is not an off-the-shelf product instead it's a process that should be tailored to your organization in a way that creates predictable revenue and sustainable operations success of psyop is embedded in understanding data processes systems the connectivity or non-connectivity and most importantly a deep understanding of the stakeholders and how they impact each other and of course the key is in execution are the key elements of demand management how do we capture that data and then how do we then take that against the planning aspect and the lead time supply chain capacity within your facilities and then how do we look at balancing in that making sure that it fits making sure that it's reasonable and then development of an execution plan to not only attain what we need from a on-time delivery performance but from a revenue generation a margin generation and managing a respective inventory from the sales perspective i'm excited about the sign up process we've seen benefits from the operations team and the sales team working together to get better alignment on sales quotation and order flow to improve deliveries for our customers and so from an engineering to be able to see out into the future more and see what's coming down the pipe that's going to allow me to plan my resources better because if i see a spike coming on a product line that we don't traditionally sell a lot of i can make sure that i get more people trained if necessary or shifted to a different team if necessary to be able to accommodate that workload coming in so we we see the benefits of psyop has given us a better visibility much earlier in the cycle motorcycle process to help us do some front end planning that may include building some inventory early on in the planning stages the production stages and utilizing our machines to for longer runs larger runs this will work very well on standard type of products it also gives us a visibility to purchase earlier so we can build in vendor lead times without expediting to hit our ship dates another benefit of psyop is the ability to look ahead on upcoming demands rather than always looking the rear view mirror of what we've done before this allows us to plan ahead for surges on long lead items to react and meet customers expectations uh no matter how much the spike in demands hits and we can plan the capacity of suppliers in the supply chain so as you heard from from a number of the the leaders within our industry the the benefits that they are seeing of the of the scion process and we still have a a long way to go but when we look at our year and the the step level change we need to make in the second half of our year uh to to hit our numbers i mean certainly psyop is is the the tool that we are relying on to get us in front of that demand enable us to make sure we have capacity the right suppliers the right resources and even though we are still moving in a very very manual operation you know the the end destination for us is to evolve this into a systemic solution through a bi implementation you