Supply Chain Planning: S&OP, IBP

Clear planning enables companies to adapt their value creation processes to volatile sales and procurement markets. End-to-end operational planning (S&OP, Sales & Operations Planning) has proven itself as a management process to guide the corporate functions involved towards joint, coordinated and therefore effective action.

S&OP objectives vary from the overall alignment of the organization with financial targets to supply chain network management. However, there are often recurring challenges to be solved, such as the following:

  • Which customers are served first in the event of capacity restrictions?
  • What measures can be taken to cope with exceptionally high incoming orders?
  • How much stock is absolutely necessary to cover customer requirements?


Combined sales, production, and financial planning

With ROI-EFESO, companies create holistic supply chain planning. This combines strategic alignment with budgeting and operational planning. The focus here is on:

  • Central organization of S&OP: consolidation of sales, production and financial planning with rapid decentralized execution.
  • Designing S&OP in the context of Integrated Business Planning (IBP): preparation and visualization of data with the S&OP/IBP Digital Cockpit from ROI-EFESO.
  • Safeguarding planning: process coordination of all departments involved, joint forecasting and establishment of a transparent data model.
  • Achieving a measurable value contribution from operational planning - for the operational processing of customer orders and for efficient corporate management.

Framework conditions and IT infrastructure for S&OP/IBP

The consultants at ROI-EFESO have the knowledge and implementation experience to realize end-to-end functioning S&OP processes. Together with our clients, we solve these and other tasks in S&OP/IBP:

S&OP/IBP Digital Cockpit by ROI-EFESO

IT tools that visualize S&OP/IBP processes can improve the flow of information along the entire value chain. With AI support, the predictive accuracy of business-critical forecasts can also be increased.

However, to achieve valid and useful results, the right technological "adjusting screws" must first be known. For example, to be able to distinguish important process data from unimportant data, record it, analyze it and prepare it for each employee. After all, there is usually not a lack of data sources, but rather a lack of analytical expertise or technological tools to make the complexity of the masses of data manageable.

AI-based decision support

The S&OP/IBP Digital Cockpit from ROI-EFESO automatically prepares and visualizes data. This enables employees to make better decisions faster, whether in their own area of work or across teams and departments. An AI provides direct information about anomalies, deviations, and changes in ongoing business processes, creates forecasts and provides experience-based recommendations for action.

Customized implementation with industry know-how

With ROI-EFESO, industrial companies successfully implement S&OP/IBP cockpits and thus improve the transparency and effectiveness of business-critical operations processes. In contrast to data science consulting, we don't just provide technical advice. We also support our customers in establishing new processes, roles, and responsibilities – also in training their employees.

Fields of action for data visualization in S&OP/IBP projects

Companies should examine the extent to which data visualization can be worthwhile in four IBP dimensions - regarding demand forecasts, the demand situation within their market, their supply and inventory planning and the balancing of supply and demand. For a successful S&OP process, several conditions must be considered:


Dr. Jörn Grosse-Wilde

Dr. Jörn Grosse-Wilde
Infanteriestraße 11
D-80797 München
Tel.: +49 89 1215 90-0

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