Client Overview
Region
Global
Industry
Beverage
Challenges
- Lack of Integration Between Markets
- No Common S&OP Process
- Low Stakeholder Engagement
Results
- Clear S&OP Framework
- Improved Decision-Making
- Stronger Engagement
1. Challenge Overview
Lack of Integration Between Markets
Local teams worked in silos:
- Each local team had its own planning practices.
- Global coordination was limited, affecting long-term decisions.
No Common S&OP Process
Processes were inconsistent:
- Without a shared cycle or format, planning sessions were inconsistent and hard to compare.
- Teams struggled to assess the impact of changes across functions and regions.
Low Stakeholder Engagement
Engagement was too low:
- Key stakeholders weren’t actively involved or challenged during the process.
- Critical insights were often missed or raised too late.
2. Solution
Rolling S&OP Process Design
Designed a planning cycle that connects local and global planning inputs.
Included sub-processes for inventory, demand planning, and constraint management.
Stakeholder Simulations
Ran hands-on sessions to test the process using real data and mock decisions.
Used scenario cards and “what-if” prompts to trigger cross-functional discussions.
Critical Questioning Phase
Introduced a step to actively challenge assumptions from sales, production, and finance.
Helped reveal misalignments early in the cycle.
3. Results
Clear S&OP Framework
A structured monthly cycle with aligned inputs from sales, production, and finance.
Improved Decision Making
Teams now evaluate trade-offs earlier, reducing last-minute firefighting.
Stronger Engagement
Stakeholders better understand the S&OP process and their role in shaping it.
Quick navigation
- Lack of Integration Between Markets
- No Common S&OP Process
- Low Stakeholder Engagement
- Rolling S&OP Process Design
- Stakeholder Simulations
- Critical Questioning Phase
- Clear S&OP Framework
- Improved Decision Making
- Stronger Engagement
