Eyeon Solutions forecasting & planning tools

forecasting & planning toolsby eyeon solutions

solutions

june 2014

3eyeon solutions

contents &introduction

IntroductionIt is EyeOn’s mission to improve it’s customer’s Forecasting and Planning performance. EyeOn realizes demonstrable contributions to the bottom-line results of companies by increasing the forecasting accuracy and planning effectiveness. EyeOn hereby focuses on Processes, as well as on Tools and People.

The ongoing technological developments in ICT give rise to a continuous stream of new applications that can be used to forecast and plan. EyeOn follows this offering closely, continuously looking for new promising products that could help in specific situations where the more established tools are not fulfilling the demand.

This brochure describes the newcomers that to our opinion will take a position in the years to come. We have selected these applications on their positioning, credibility and ability to deliver. We invest in setting up business partnerships with the suppliers to have direct access to their sources and facilities. Moreover, we have invested in training and education: for all tools we have in-house specialists, where possible licensed by the supplier.

The findings as described are based on actual experience in practical implementations. Feel free to contact us for learning more from actual implementations.

Contentsabout eyeon 4 overview planning & forecasting tools 5software partner: board 6software partner: one network 8software partner: adaptive insights 10software partner: anaplan 12software partner: exceedra 14software partner: steelwedge 16software partner: tagetik 18

4 forecasting & planning tools

The performance of forecasting and planning processes are key to the success of any company. EyeOn has expertise on following processes:

Forecasting and demand planningSales drives your business and good demand planning will make sure you are prepared for sales. A solid demand planning process leads to good decisions and is a joint effort of sales, finance and supply chain management. EyeOn helps customers develop, implement and improve their demand planning processes, so that demand planning becomes a smart, value adding process.

S&OPCompanies need robust processes and tools to manage the business towards optimization of top-line revenue and integral profit while addressing uncertainty and risk. This requires a very tight integration between strategy, planning and execution.

Financial forecasting and budgetingFinancial forecasting and budgetting are key in bringing a company’s strategy into action. These processes have to support the management Plan-Do-Check-Act cycle.

Supply planningIn supply planning, actions are taken so that the supplying organization (manufacturing and distribution) is geared to meet the forecasted demand. A large variety of decisions are asked from the supply planning function: longer term capacity requirements, optimum stock levels, proper mid term planning and an efficient execution schedule. With knowledge about supply chain design, supply chain analysis and proven line experience, EyeOn experts help streamline the supply planning function.

Profitability managementTo steer on profitability companies must be capable to identify the most valuable customers and products, while understanding the impact that changes in pricing and process improvements have on costs and profitability. Business management needs trust and confidence to take the right decisions about the product- and/or customer portfolio.

Statistical forecastingStatistical forecasting concentrates on identifying patterns and trends within the historic data, and develops a forecast by using mathematical formulas to identify the patterns and trends.

EventCasting / promotion planningAll data, from retailer to producer, as well as every step in the chain in between, is identified integrally. Together with the category know how of retailer and manufacturer and specialist models the best possible forecast for the whole chain is created weekly. This allows the supply chain to respond more responsive and adequately. EyeOn has implemented several EventCasting solutions that have proven to be very efficient in practice, e.g. with Jumbo Supermarkets.

Collaborative planning / end-to-end planningEach of the links in the supply chain operates in reaction to actual or anticipated demand from the consumer at the end of the chain. The involvement of suppliers and customers in the forecasting and planning process is relatively high in upstream companies and especially during the introduction and phase-in of new products.

New product introductionsThe demand uncertainty of new product introductions brings in new challenging aspects in managing time-to-market and time-to-volume, but is at the same time critical for the bottom line result of a new product introduction. This puts a lot of pressure on the ability of manufacturers to align their processes towards the launch of these products.

Services EyeOnEyeOn offers a full range of services to make the best possible forecast and plan.• ConsultancyandProjects EyeOn’s expertise includes the re-engineering of processes

and the implementation of appropriate tools for many organizations in different markets. The high standard of our work is based on extensive experience and superior knowledge in the area of planning and control.

• Interim If you need temporary planning management capabilities then

EyeOn will help you. We can offer experienced managers who can temporarily take over your planning or logistics management.

• ForecastServices A good forecast drives an efficient supply chain and improves

service levels. You deliver us data EyeOn delivers you the best possible forecast in terms of accuracy and efficiency! We forecast a statistical baseline, promotions and new products.

• Solutions We implement forecasting, planning, budgeting and control

systems. Our specialized consultants have in-depth knowledge of planning and control processes.

• Expertisecentre We can help you to train or coach your planners and

forecasters. EyeOn organizes a range of masterclasses, network sessions, special interest groups and training on forecasting and planning themes. Moreover, EyeOn can benchmark your performance, execute scans and asssist in on-the-job coaching of your team.

about eyeon

5eyeon solutions

The planning & forecasting wheel below provides an overview of existing suppliers of forecasting and planning tools. It is not intended to be complete; but the tools in the outer circle are currently setting, or will be setting the future main Forecasting and Planning tool offering. EyeOn has in-house knowledge of all tools listed.

The highlighted tools are the newcomers that to our opinion will take a position in the years to come. These are described in more details on the next pages. We have selected these applications on their positioning, credibility and ability to deliver. We invest in setting up business partnerships with the suppliers to have direct access to their sources and facilities. Moreover, we have invested in education and certification: for all tools we have in-house specialists, where possible licensed by the supplier.

The findings as described are based on actual experience in practical implementations. Feel free to contact us for learning more from actual implementations.

overview planning &forecasting tools

AdaptiveInsightsAnaplan

Excel

CPM

BI

SC C

ollaboration

APS

Finance

Dem

and Supply

Applied modeling

Cog

nos Q

uintiq

BO

Board

Exce

edra

Hyperion

PlanningMatlab

OMP

SAS

SPSS

Del

phi

JDA / I2

One

Netw

ork

Tagetik


software partner:board

Functional mapping

PlatformBusiness Intelligence and Performance Management All in One.

7eyeon solutions

software partner:board

Pro’s• Started in 1994 and so a well-established company and

provider • Sales Offices around the world including UK, Benelux

(Amsterdam)• VeryLargecustomerbase(+2,500),allverticalspresent• BoardrecognisedasleaderinGarnerMagicquadrant• Open platform to create any Planningmodule desired (not

limited in planning functionality)• Canhandlelargeamountsofdatainthemodel• Planningandreportinginonemodule,sotightlyintegrated• Verypowerfulreportingandgraphicalanalysistool• Easytobuild• Automationofimportsavailable• Availableonmultidevices• Pricingcheaperthanotherproducts(forexampleAnaplan)• Manycasestudiesavailableandaccessibleviawebsite• Several specific solution case studies available including

Marketing, Supply Chain, Operations & HR / demo models available

Cons• Nospecificforecastingoptionsorstatisticalengine• Generally traditional architecture (but Cloud option

becoming available)• Whilstpromotedas‘rapiddeployment’,it’sactuallylowerto

build compared to other products (for example Anaplan)

Unique Selling Points (USP)• OneofthebestintegratedPlanning&Analyticaltools• Verystrongreportinganddashboarding• Open platform: any desired planningwish can bemodelled

(to a certain extent)• Largeclientbaseandreferencesites

Use Cases• Are you able to (quickly) create your own reports and

dashboards without asking your IT department?• Asabusinessuserareyouabletoadjusttheplanningmodel

quickly to the changing environment and maintain the data without asking IT?

• AreyouabletoeasilygeneratedifferentfunctionalPlanningmodels in one environment and link these models to create relationships and interdependencies?

• Can you integrate your planning, analytics, strategymanagement and statutory reporting in one place providing one version of the truth?

• Are you able to model your business by providing a userfriendly interface that encourages collaboration and knowledge sharing to produce more accurate forecasts?

SummaryA very strong all round modelling tool with a superb front end for dashboards and reporting.


software partner:one network

Functional mapping

Platform

9eyeon solutions

software partner:one network

Pro’s• TrueEndtoEndsolution,trueCloudsolution• Canextendtheownsupplychain• Demand/Supply/Logistics• Themoresupplychainpartnersgetinvolved,thebetter• Reducestheinformationthroughputtimedramatically• Nearrealtimeinsightand(re)calculationofdemand/supply• Support of analytics, big data, what-if scenarios and

collaboration• Statisticalforecastengine• NPI,EOLandpromotionscanbehandled• EasytouseUserInterface(UI)

Cons• NotwellknowninEurope,Benelux• Large implementation cycles and tuning to customer needs

(compared to Adaptive Planning, Anaplan)• Annualfeeforuseofsoftwarehigher(comparedtoAdaptive

Planning, Anaplan)• Needsheavytuningby‘technical’employees

Unique Selling Points (USP)• TrueEndtoEndSupplyChainsolution• Complete S&OP platform (statistical forecast, life cycle

management, allocations, inventory management, demand planning, supply planning, logistics planning, financial planning)

• Cloudbased


software partner:adaptive insights

Functional mapping

Platform

11eyeon solutions

software partner:adaptive insights

Pro’s• Planning / Consolidation / Discovery can be purchased and

used separately, but work tightly integrated when purchased together

- Planning: versions, allocations, financial and non-financial planning, parameter based

- Consolidation: financial consolidation, allocations, intercompany eliminations, multiple currencies, minority interests

- Discovery: analytics, advanced reporting, alerting, collaboration, drill through

• Largecustomerbase,almostallverticalspresent(2013:1.600+customersin80+countries)

• Largesetofblueprints/demomodelsavailable• SalesOfficeinUK• Strong in financial based planning (e.g. loading of General

Ledger)• Standard financial reporting alreadybuild in (BalanceSheet,

CashFlow,P&L)• Stronginvestorbased,largeR&Dinvestment,acquisitions• Workflow&collaboration• DirectconnectorsbuildinforSalesforce.comandNetSuite

Cons• Forecastinglimitedtolinearforecasting,nostatisticalengine• Promotion-/Eventplanninglimited• Strongfinancialbasedengine:for100%non-financialplanning

a lot of features will be unused

Unique Selling Points (USP)• Proventrackrecordinallverticals• Complete platform (planning, consolidation and reporting)

but can be acquired separately: maturity model (start small, grow big)

• Financialandreportingcapabilitiesareexcellent

Use Cases• CanyouasaFinanceprofessionalquicklycalculatedifferent

scenarios, see the changes in your planning and financial consolidation and supported by graphical output?

• CanyousupportS&OPallocationquestionsbasedonfinancialdata and reports?

• Are you able to quickly see planning changes in the reportsand be able to analyze this data by zooming in and drill down into specific areas?


software partner:anaplan

Functional mapping

Platform

13eyeon solutions

software partner:anaplan

Pro’s• Largecustomerbase,allverticalspresent• Severalblueprints/demomodelsavailable• SalesOfficeinUK,France,SwedenandtheBenelux• Open platform to create any Planning module desired (not

limited in planning functionality)• Canhandleverylargeamountsofdatainthemodel• Planningandreportinginonemodule,sotightlyintegrated• Workflow• Automation of import and export possible (extra module:

Anaplan Connect)• DirectconnectorsbuildinforSalesforce.com,Workday• Exceladd-inforendusers

Cons• Noforecastingoptions,nostatisticalengine• Reportinggettingbetter(differenttypesofgraphssupported),

but not as advanced yet compared to Adaptive Insights

Unique Selling Points (USP)• Proventrackrecordinallverticals• Openplatform:anydesiredplanningwishcanbemodelled(to

a certain extend)• Fastdevelopmentanddeployment

Use Cases• Are you able to (quickly) create your own reports and

dashboards without asking your IT department?• Areyouasabusinessuserabletoadjusttheplanningmodel

quickly to the changing environment and maintain the data without asking IT?

• AreyouabletoeasilygeneratedifferentfunctionalPlanningmodels in one environment and link these models to create relationships and interdependencies?


software partner:exceedra

Functional mapping

Platform

15eyeon solutions

software partner:exceedra

Pro’s• Oneofthebestplatformsforintegratingpromotionplanning

in an S&OP process.• SalesOfficeanddevelopmentinUK,US,salesandsupportin

Benelux.• BuildaroundsalesprocessesinFMCGindustry:veryfastdata

entry and immediate reporting.• ImmediateInsightinaccountP&Lperproductandpromotion

P&LandretailP&L.• Completeintegrationandcustomizationpossible.• Canhandlelargeamountsofdatainthemodel.• Can handle complex pricing and discount structures and

models.• Cannibalization,phasingsupported.• Planningandreportinginonemodule,sotightlyintegrated.• Extensivesetofreportingtodirectlysupportsales.• Extensive set of reporting for analyzing the effect of

promotions.• Workflowandapprovalflow.• Open interfacing, integration with all kind of ERP’s and

datawarehouses possible.• AllreportsexportabletoExcel.

Cons• DevelopmentinSQLserver,lotofSQLknowledgeneededfor

maintenance and changes.• Nicheproduct.• Norealcloudsolution.

Unique Selling Points (USP)• Bestplatformtosupportpromotionplanningandanalysesby

sales/account managers.• Immediately insight in the effect of promotions on the

Account-,PromotionandRetailP&L.• Robustandcustomizableworkflowandapprovalflow.

Use Cases• Areyouawareofthefinancialimpactofallyourpromotions?• Doyouhavesalesonboardinyourplanningcycle?• Canyouprovideyourcustomers insight intheirprofitability

for a promotion?


software partner:steelwedge

Functional mapping

Platform

17eyeon solutions

software partner:steelwedge

Pro’s• S&OPMasterDataManagementsupport• Excelfront-endforendusers• Standard database with prebuilt reporting (only need to

connect operational data to Steelwedge database)• TrueIntegratedBusinessPlanning(IBP)solution• Support of analytics, big data, what-if scenarios and

collaboration• Statisticalforecastengine• SalesOfficeintheNetherlands• DirectconnectorsbuildinforSalesforce.com• Large implementation cycles and tuning to customer needs

(compared to Adaptive Insights, Anaplan)

Cons• NotwellknowninEurope,Benelux• Large implementation cycles and tuning to customer needs

(compared to Adaptive Insights, Anaplan)• Annualfeeforuseofsoftwarehigher(comparedtoAdaptive

Insights, Anaplan)

Unique Selling Points (USP)• TrueIntegratedBusinessPlanning(IBP)solution• Complete S&OP platform (statistical forecast, life cycle

management, allocations, inventory management, Rough Cut Capacity planning, strategic Planning, Financial planning)

• UseofExcelasfront-end

Use Cases• Areyouabletoanswerdemand/supplyallocationquestions

based on financial parameters?• Can you quickly calculate different scenarios by adjusting

parameters due to a changing environment?• Are you able to answermanagementquestionswithin a day

based on the changing demand?


software partner:tagetik

Functional mapping

PlatformTagetik delivers a finance specific solution in one place covering all financial processes from financial planning and forecasting to reporting and disclosure. It uses a modular approach to building to allow the client to develop and expand their solution a step at a time.

Theproduct canbe split into3mainareas. (Note:At this stageInnovar are concentrating on planning, budgeting & forecasting).

Planning, budgeting & forecastingTagetik allows the users to combine top down and bottom up planning in one place using the same drivers and assumptions. The whole process is managed by finance with no dependency on IT. In addition to creating customised models, templates are available to support standard modelling requirements such as Balance sheet and Cash Flow.

ConsolidationDeveloped to handle clients with a multi-currency, multi legal entityandmultiERPenvironment.MeetsGAAP,IFRSplusotherlegal reporting requirements providing visibility and transparency.

Disclosure Management All documentation and reporting is managed centrally within Tagetik allowing Tax & Legal, Finance and CorporateCommunications to work together on the same documents and so improving transparency, accountability, auditability and simplified submission of disclosure documents across the business.

19eyeon solutions

Pro’s• Anestablishedbusinessandproduct(startedin1986)• It has offices in over 20 locationsworldwide (including UK

andNetherlands)• 600+clientsandisratedasoneofthefastestgrowingsoftware

companies in Performance Management• Casestudiesacrossmultipleindustrieswithwell-knownbrand

names(Danone,SNCF,TelecomItalia)• StrongintegrationwithMicrosoftsuite(includingOfficeand

SharePoint)• EndusersmaintaintheirfamiliaritywithExcel(usedforinput

and analysis)• Canhandlelargeamountsofdatainthemodel• Workflow• DirectconnectorstoSAP• AvailableintheCloud• Planningandreportinginonemodule,sotightlyintegrated

Cons• JustfocussedonFinancialprocesses• VeryMicrosoftbased(Pro&Con)• Consultancy intensive, typicallymanymore days than other

products Unique Selling Points (USP)• Integrated planning and analytics available using traditional

architecture or Cloud• ComprehensiveintegrationwithMicrosoftandSAP• Specialisttoolformodellingfinancialprocesses

Use Cases• Isallofyourfinancialprocessesintegrationintooneseamless

system from planning and forecasting to reporting, disclosure and governance?

• Are you able to integrate your strategic and operationalplanning including multiple what if scenarios?

• Doyouneedtoimprovethespeedofyourfinancialcloseandreporting?

• Is your business able to encourage collaboration acrossfinancial planning processes with minimal dependency on IT?

• Doyouhavecontrolandunderstandtheworkflowoffinancialactivities across the enterprise?

• Canyoumanageexternalcompliance,disclosureandfinancialreporting from one source system?

SummaryIf a client has a requirement of just improving their financial processes and are keen for that to remain closely linked to the familiar world of Microsoft then this would be ideal.

software partner:tagetik

eyeon © 2014

About EyeOn SolutionsEyeOn Solutions implements forecasting, planning, budgeting and control systems. Our specialized consultants have in-depth knowledge of planning and control processes. From many years of experience in a variety of companies we know how to make planning systems work for your organization.

EyeOn SolutionsCroylaan145735PCAarle-RixtelTel.:+31492388828www.solutions.eyeon.nl

Eyeon Solutions forecasting & planning tools

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