Atlas Module

Planning Portal

web Planning Portal

Planning Portal

Making Collaborative Planning Easy

Sensing and responding to today’s dynamic consumer-driven supply chains requires a team effort. Supply chain performance improves dramatically when demand planners have the ability to easily collaborate with sales, finance, marketing and operations, as well as suppliers and customers, to create a more accurate forecast. The Planning Portal provides a simple online framework for sharing business planning information and feedback.

  • Capture real-time sales forecasting and operations planning data through web-based collaboration.
  • Instantly input data into Demand Management Engine.
  • Display vital supply chain information visually using graphs and charts.
  • Empower sales to share plan with customers to gather accurate requirements.
  • Remote team interacts directly with forecast and inventory management.
  • Build a “one number” collaborative planning, forecasting, and replenishment (CPFR) process with suppliers, customers, and business stakeholders.
Planning Portal

Making Collaborative Forecasting Easy

Sensing and responding to today’s dynamic consumer-driven supply chains requires a team effort. Supply chain performance improves dramatically when demand planners have the ability to easily collaborate with sales, finance, marketing and operations, as well as suppliers and customers, to create a more accurate forecast. John Galt’s Planning Portal provides a simple online framework for sharing business planning information and feedback. As a key module in the Atlas Planning suite, any changes made in the Planning Portal are visible in Demand Management. Your team can easily collaborate offline with embedded Excel integration or using mobile devices like iPad or Android.


Sales and Operations Planning

Research shows that Sales and Operations Planning (S&OP) is the core business process to align plans across all departments and profitably balance supply and demand. Having a single place to view and modify plans is critical to an efficient S&OP process. John Galt’s Planning Portal integrates demand, supply, and inventory plans where they can be viewed in any dimension. Sales can view plans from a customer or territory perspective, while Marketing and Operations can see families or products. Finance can see revenue and cost aggregations to analyze various operating plans. With configurable security, each user has access to the right information and modifications can be audited using standard on-demand reporting.


Management by Exception

Once you begin sharing information, managing exceptions is critical to a productive relationship with internal partners, customers and suppliers. John Galt’s Planning Portal provides the foundation for capturing input and focusing effort, so you can streamline the process. Personalized home pages provide a quick view of accuracy charts and rankings of key metrics like Top 10 Forecast Variances.


Collaborate on the Go

Sales and Marketing can now easily access customer information and update forecasts on their iPad/iPhone or Android device. With just a browser, you can view the latest sales numbers, forecast variances, and year-to-date versus budget numbers. Quickly access exceptions and update sales projections in real time wherever you are.


Solution Benefits

  • Sales collaboration embedded in Demand Management
  • Align S&OP plans using custom workspace for each planning role
  • Interact with data on any dimension, such as product, customer, family, or region, using units or currency
  • Work offline using Excel to enter overrides
  • View and update data in any time period from weeks to quarters or years
  • Collaborate and update status from your tablet or smart phone

Business Process Status

A critical aspect of both sales collaboration and S&OP is visibility of the owners and status of each process step. Using Planning Portal Workflow allows each business to configure the tasks for collecting sales input and running the S&OP process. Standard reports can be shared with key users.


Performance Reporting

Tracking forecast performance is an important aspect for Sales Forecasting and S&OP. All Atlas Planning applications have access to John Galt standard reports including Lag Accuracy, Budget Variance, and Performance Charts.


Key Capabilities

  • Capture and manage input from sales, marketing, operations, customers and suppliers
  • Build personalized views in a tabular or graphical format
  • Manage the process by exception with real-time alerts
  • Review and change information at any level of detail
  • Share forecast, inventory, point of sale (POS), production and purchase data
  • Tack and manage events and promotions to see their impact on the overall plan
  • Manage and document assumptions to drive a sustainable process
  • Seamless integration with all Atlas Planning Suite supply chain modules

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