Carlisle Brake & Friction

Demand Planner questionnaire. Please complete the following questions with thorough, well thought out answers.
1. What innovative ideas have you developed that support the Demand Planning process and the business as a whole? Ive worked a lot on stocking strategy determining where each of our products should e stocked ased on a num er of factors! including shipping costs and customer demand" #his has helped improve fill rates! eliminate e$cess inventory! and made it easier to forecast %since aggregated demand usually yields a etter forecast&" Ive also done significant analysis looking at how we forecast y 'BC code! oth in how we stratify and what forecasting methods we apply to the stratifications" 2. What departments have you closely worked with to develop and coordinate the monthly forecast? Ive worked closely with oth sales and marketing %meet with sales on a weekly asis! marketing monthly&! and also with what we call supplier relations %to get insight into upcoming stock shortages! etc"& . What e!perience "#ttend? Participate? $ead?% have you had with daily&monthly quarterly&annual forecast meetings? I lead and(or participate in a variety of weekly and monthly meetings! oth intra)department and with other departments" '. What have you specifically done to improve the predictive accuracy of the (ompany)s demand plans? *hile Im constantly looking for ways to improve the forecast! I dont really contri ute to an overall demand plan" #he way our usiness is set up! we uy more ased on special deals % ulk uys! etc"& and negotiated volume discounts! as opposed to using the demand forecast as a asis for purchasing" +o rather than have a demand plan! its kind of een superseded y a capacity plan %how much can we s,uee-e into our warehouses.&" *. What have you specifically done to improve forecast accuracy? ' lot of my recent work has dealt with seasonality" #ires arent as seasonal as some products! ut it is there! particularly once the datas roken down y geography or y tire type %all)season! high performance! etc"&" +. ,ow do you pro-actively obtain customer forecast data and ensure the timely delivery of that data? *e rarely get forecasts from the end)customer! and when we do! its via sales in the form of /so) and)so said hes going to uy 01 of these a month"2 Instead! our customer forecasts are from internal customers! namely sales and merchandising" I dont really go looking for this information! as its more on an ad)hoc asis that they provide it" +ince I have full control of the forecast! its easy enough to incorporate their re,uest right away" .. ,ow do you manage the customer forecast integration process? Integration3 honestly! when they send me something! I automatically knock off a out 14)456! ased on their track record" Ive never done an actual analysis as to their average margin of error! ut its pretty high! so when I incorporate their num ers into the forecast! Im always a it more conservative" /. ,ow do you effect improvements in customer forecasts? Ive talked with oth sales and merchandising on numerous occasions a out their overly optimistic view of the world! and things have improved to some degree! ut I think sales inherently has a rosier outlook! so their num ers remain on the high side"

0. ,ow do you stay abreast of market trends and conditions? *eekly meetings with sales! regular updates from Carline +ervices %internal customer service& and Program 7anagement %more at the corporate level of our customers! so program)wide updates vs" individual customers&" *e also have an internal we site that regularly updates with current industry news" 11. What e!perience do you have with 2orecast 3alue #dded "23#% analysis? *e dont have an official F8' process! ut as part of my reporting on the accuracy each month! I pu lish oth a na9ve and statistical % aseline& forecast for comparative purposes" *e also perform a post mortem to pick out the iggest /misses2 and figure out how to eliminate those in the future" In the past! Ive occasionally done a more in)depth look at F8'! analy-ing how manual overrides impacted the forecast! ased on direction %raising or lowering&! si-e! type %promo! sales)driven&! etc! ut thats not a regular report" 11. Provide a specific e!ample of an ad-hoc data analysis pro4ect for which you were responsible. :ooking at what it would mean to change the level of forecast engagement %item level vs" item)DC level& re,uired setting up the test data! creating simulation sets! compiling and analy-ing the results! and eventually making a recommendation" 12. What Demand Planning software "5#P&DP6 7D#6 8anugistics6 etc.% do you have familiarity with? Demand 7anagement %old Peoplesoft software&; :ogility 1 . What 9:P systems have you used and do you have familiarity with? <D =dwards 1'. ;o what e!tent do you use 9!cel for planning and reporting purposes? Id pro a ly call myself an 7+ super)user! particularly 'ccess and =$cel" 1*. What certifications do you have "#P<(56 <=2 etc.% related to the fundamental knowledge of forecasting? IBF Certified Professional Forecaster