Fusion Sales and Operations Planning (S&OP) Cloud

R13 Viewlet Demo – Day in the Life

Preamble: Demonstrate a day-in-the-life flow of a Sales and Operations Planner in
Fusion S&OP Cloud.

Demo Step Talking Points Navigation

Introduction I will be presenting a day-in-the-
life flow for a Sales and
Operations Planner in Oracle Sales Click on
and Operations Planning (S&OP) Supply Chain
Cloud. In this particular flow, we Planning group
will touch upon some key features
available in release 13 such as:
- Process management to
align the enterprise and
foster accountability.
- Seeded dashboards and
reports to monitor
overall forward-looking
performance with drill Then click on
down into detail to Sales and
understand the root cause Operations
of performance shortfalls, Planning
and take corrective
action.
- Social Collaboration to
harness collective
knowledge
- Inline, rapid simulation
to evaluate alternative
what-if plans.
- And, Plan comparison to
determine the best one for
execution.
We start off in the page where an Click on
S&OP participant sees an Product Review
overview of how we manage the tab
complete process. There is a
Timeline calendar view at the
bottom and tabs across the top for
the standard stages of the S&OP
process from Product Review
through Executive Review where
tasks are assigned to people. This
is part of the process management
that is built directly into the
product and where we initiate the
monthly S&OP planning cycle.

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Let’s start working on the monthly
S&OP process by going to the
Product Review tab.
So now we’re in the Product Click on Go
Review tab, where you see at top link for
that we are 50% of the way Analyze
through the process. Performance to
The Planning Activities pane Plan
shows a list of standard tasks for
Product Review.
The Action Items pane lists action
items coming out of the last
Product Review meeting and their
status.
The Decision Items tab lists a
running list of recommendations to
be approved, or alternatives to be
considered at the upcoming
Product Review meeting (or
pushed to Demand Review or
subsequent stage) as part of a
formal S&OP process.
From here, we can drill directly to
where we need to complete tasks.
Let’s go right from this link for Click on
Analyze Performance to Plan to Product Review
take us to the Product Review Summary >
Summary dashboard (Infotile SOP FY2019
page) to see how product plans are JAN Baseline
doing. plan

At the top, we see a ribbon of KPI Click on

infotiles monitoring overall plan Planning Cycle:
performance across the product SOP FY2019
lifecycle from pre-launch tab
planning, through post-launch
performance, and to end of life
items. In the bottom half of the
screen there are more detailed
charts related to the selected KPI.
Here, in the left-most infotile, we
can see where we are at with new
product revenues compared to
target.
There are no glaring problems so
we’re going to move ahead to the
next stage, Demand Review.
To get there, let’s return to the
S&OP Planning Cycle page.

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So now we’re back in the Planning Click on
Cycle page. Demand
Let’s jump to the Demand Review Review tab
process.

So here we are on Demand Review Click on Go

tab. Again, we have a complete list link for
of process tasks, but just as we did Analyze
for Product Review, and to keep Performance to
this brief by skipping ahead a few Plan, then click
tasks, let’s click on Performance to on Demand
Plan link to see how we’re doing Review
in the Demand Review. Summary >
SOP FY2019
JAN Baseline
plan
We appear to have some bad news Click on
in the Demand Review. The left- Forecast Value
most infotile showing Comparison
Unconstrained Operating Plan infotile Commented [AR1]: Preguntarle a Victor este concepto de Plan
(which is historic shipments + Operativo no Limitado o el Pronóstico No Limitado. La pregunta
unconstrained Consensus Forecast) sería qué tipo de Forecast usan las herramientas de Oracle.
in blue is behind the financial
forecast target in green.
However, there might an
opportunity to reduce the gap as
the third infotile shows the Sales
Forecast is significantly higher
than Consensus Forecast. Let’s
click the infotile to see more detail.
Lower-left graph is showing Sales Click on
Forecast in yellow as compared to SlimlineAir
Consensus Forecast in red. Tablets (blue
Lower-right graph shows bar) in the
difference between these forecasts bottom right
by product category – and biggest graph to
delta lies with SlimlineAir Tablets display value in
category. This is a new product hover text
line that has come out, and now
Sales has learned that customer
interest outstrips initial
projections. There is more demand
than originally anticipated.

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We can drill inline specifically for Click on
SlimlineAir Tablets. SlimlineAir
Tablets (blue
bar) in the
bottom right
graph (again) to
display Drill To
reports

Then slide to
the right and
click on GSE
SOP Demo,
then Sales
Forecast Value
Comparison
graph
Graph now clearly shows Sales Close Sales
Forecast in yellow starts to outstrip Forecast Value
Consensus Forecast in red, starting Comparison
6 months out. graph by
clicking on ‘X’
in tab name

We can create a new plan to Click on

simulate a forecast increase. Actions button,
Creating a new plan helps to keep then click
track of the thought process behind Duplicate
the what-if simulation.

We create “SOP FY2019 Increase Click on Name

Demand” plan. field in
Duplicate Plan
dialog.

Then click on
Save and Close
button.

The new plan is created quickly. Click on OK in

progress dialog
(after the
animation).

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We are now working within the Click on
new Increase Demand simulation SlimlineAir
plan. Tablets (blue
bar) in the
Let’s drill in and bump up the bottom right
consensus forecast to reflect new graph to
information coming from Sales display Drill To
after creating simulation plan. reports

Then slide to
the right and
click on Sales
Forecast
Comparison
Table
Here we have a context specific Click on
data table for SlimlineAir Tablets. Adjusted
We’ll adjust consensus forecast to Consensus
reflect higher sales forecast. We Forecast
select the time range to edit. measure in
January 2020
NOTE: Need to add forecast note cell.
to demo flow. Clicking on
planning note in pivot table will Click on same
convey that “Sales expects even cell (again) for
more demand than originally popup menu,
anticipated” for new product line then click on
SlimlineAir Tablets. Edit.
We increase the existing values for Click on drop-
the Consensus Forecast by 50%. down in Action
column in Edit
Measure, then
click on
Increase by
Percentage.

Click on Value
cell, then click
on OK button.
We’ve bumped up the forecast. Close Sales
Let’s go back to the Demand Forecast
Review Summary. Comparison
Table by
NOTE: Need to add forecast note clicking on ‘X’
to demo flow. Clicking on in tab name
planning note in pivot table will
convey that note has been updated
“Consensus Forecast has been
increased to match the Sales
Forecast” for new product line
SlimlineAir Tablets.

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Point out the alignment of Click on the
Consensus Forecast with Sales Save button.
Forecast in lower-left Sales
Forecast Value Comparison graph
prior to saving the forecast
adjustments. Graph still shows
Sales Forecast in yellow is higher
than Consensus Forecast in red,
starting 6 months out.
We save the forecast adjustments.
Lower-left Sales Forecast Value Click on
Comparison graph now shows Planning Cycle:
Consensus Forecast in red is in SOP FY2019
better alignment with Sales tab
Forecast in yellow starting 6
months out.
We can also see in the first infotile
of the Demand Review Summary
that we have eliminated the
financial gap based upon the
demand forecast adjustments. The
operating plan in blue is on track
with the financial target in green.
Let’s return to the Demand Review
tab of the S&OP Planning Cycle
page to log our recommendation to
approve the increase in the
Consensus Forecast.
We’re back on the Planning Cycle Click on ‘+’
page in Demand Review tab. Let’s icon on
enter our recommendation to Decision Items
increase the demand plan. toolbar

We enter “Approve increase in Click on Title

SlimlineAir Tablets” and save the field in Create
recommendation. Decision Item
dialog.

Then click on
Save and Close
button.

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We added the recommendation for Click on
the Demand Review, to be Supply Review
approved during the formal tab
Demand Review meeting (or if
necessary, can be escalated to the
Executive Review at end of
process).
We’re going to move ahead to the
next process stage, Supply
Review.
Here we are on the Supply Review Click on Go
tab. Again, we have a complete list link for
of tasks for this process stage. Analyze
Let’s analyze performance to plan Performance to
that takes us to the Supply Review Plan, then click
Summary dashboard. on Supply
Review
Summary >
SOP FY2019
Increase
Demand plan
As we move to the Supply Review Click on
dashboard, we first need to run the Actions button,
Increase Demand plan to see how then click Run
we plan to fulfill the increased
demand forecast adjustments that
we saved recently.

Up until now we have been

highlighting analytical features,
but S&OP Cloud has an aggregate
planning engine for quickly
simulating new plans.
We run “SOP FY2019 Increase Click OK for
Demand” plan. Run Plan

The inline plan simulation runs Click on OK in

quickly. progress dialog
(after the
animation).

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We see there are potential Click on the
problems with resource and Actions button
supplier capacity as shown in red
on the Resource Overloading and Click on
Supplier Overloading infotiles. Compare >
Exception management Plan
capabilities help us to pinpoint
problem areas.
We can compare capacities to see
where we were when we came into
the planning cycle.
We compare the Increase Demand Click OK for
plan with the Baseline plan. SOP FY2019
JAN Baseline
plan

We can see how capacities Click on the

compare between plans. Resource Actions button,
and supplier capacity were yellow then click
to indicate moderate overloading Duplicate
whereas now it is in red.
We make a copy of this plan to
simulate further changes. This
helps to keep track of the thought
process behind the what-if
simulation.
We create “SOP FY2019 Increase Click on Name
Capacity” plan. field in
Duplicate Plan
dialog.

Then click on
Save and Close
button.

The new plan is created quickly. Click on OK in

progress dialog
(after the
animation).

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We are now working within the Click on
new Increase Capacity plan and Resource
want to know where our resources Overloading
are overloaded. infotile

We can see the details for an Click on

organization. EX9:002 (blue
bar) in the
Note: EX9 prefix is the external source bottom left
system and 002 is the organization. graph to
display value in
hover text

We have the ability to drill down Click on

from a manufacturing organization EX9:002 (blue
to the Resource Plan and see these bar) in the
resources. bottom left
graph (again) to
display Drill To
reports

Then slide to
the right and
click on GSE
SOP Demo,
then Resource
Plan by Month
link
Here’s the Resource Plan where Click on
visually we can see where there Resource
are issues of utilization greater Availability
than 100% of resource capacity measure for
from August through December, LCD_PAE
indicated by the cells in amber. resource in
August 2019
What-if we make changes to run cell.
overtime?
Drag pointer to
right and click
in December
2019 cell.

Click on
selected range
for popup
menu, then
click on Edit.

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We set Resource Availability Click on drop-
values to 10000. down in Action
column in Edit
Measure, then
click on “Set
value to”.

Click on OK
button.
We save the changes made to Click Save
available resource capacity. button

We return to the Supply Review Click on

dashboard… Supply Review
Summary tab

… where we have an exception Click on

condition in red on the Supplier Supplier
Overloading infotile. Overloading
infotile
We will run the plan after making
changes to supplier capacity and
see the impact on our resource and
supplier overloading exceptions.

We can see the details for an Click on

overloaded supplier item. CM6655053
(first blue bar)
in the bottom
right graph to
display value in
hover text

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The forecast increase is causing Click on
the overloading of critical CM6655053
components with key suppliers as (blue bar) in the
indicated in the lower right graph. bottom right
graph (again) to
We drill into the Supplier Plan to display Drill To
address the situation. reports

Then slide to
the right and
click on
Default Group,
then click
Supplier Plan
by Month link
Here’s the Supplier Plan, where Click on the
visually we see that we are over Social link
100% of supplier capacity in
November and December, as
indicated by the cells in amber.

There are a couple of things we

might do such as using our Social
network to collaborate with
Procurement to fix the shortage by
increasing supplier capacity.
Let’s click on the Social link and
collaborate with colleagues in
Procurement to see if we can get
the supplier Midtown to increase
capacity.
The Social pane shows up on the Click on “Post
right for conversations related to a message to
our Increase Capacity plan. the wall”
Let’s start the conversation with
colleagues in Procurement.
Click to post a message to the
wall.

We enter “Any way we can Click on Post

increase Midtown’s capacity on button
CM6655053 to accommodate
increased demand?” and post the
message.

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We can flag the conversation and Click again in
mark the conversation as urgent the area where
for one or more colleagues. Our we posted a
colleagues receive a notification message
alerting them to the linked
conversation.
Shortly after, we get a response
from Procurement.

Purchasing responds that it’s Click on the

possible to increase capacity, but it document
will come at a higher price. The image
price increase is documented in a
contract, which is now attached to
the conversation and annotated.
Let’s look at the doc.

The line with the relevant price Click on Reply

increase has been highlighted in
red.

And we reply to the message. Click on Post

button

This closes the S&OP social Close the

collaboration loop. Let’s go back Social pane by
to the Supplier Plan. clicking on ‘X’
in the upper-
right

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Let’s increase supplier capacity. Click on
Supplier
Capacity
Available
measure for
CM6655053
item in October
2019 cell.

Drag pointer to
right and click
in December
2019 cell.

Click on
selected range
for popup
menu, then
click on Edit.
We set Supplier Capacity Click on drop-
Available values to 1500. down in Action
column in Edit
Measure, then
click on “Set
value to”.

Click on OK
button.
Through our social collaboration, Click on
we think we can get additional Adjusted
component supply but it will come Supplier Cost
at a premium cost to cover the measure for
supplier’s overtime costs. We CM6655053
adjust the supplier cost as part of item in October
the simulation. 2019 cell.

Drag pointer to
right and click
in December
2019 cell.

Click on
selected range
for popup
menu, then
click on Edit.

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We set Adjusted Supplier Cost Click on drop-
values to 3. down in Action
column in Edit
Measure, then
click on “Set
value to”.

Click on OK
button.
We save the changes made to Click Save
available supplier capacity and button
adjusted supplier cost …

… then we return to the Supply Click on

Review dashboard… Supply Review
Summary tab

We want to run the Increase Click on

Capacity plan to understand the Actions button,
impact of these changes on my then click Run
resource and supplier exceptions.

We run “SOP FY2019 Increase Click OK for

Capacity” plan. Run Plan

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The inline plan simulation runs Click on OK in
quickly. progress dialog
(after the
animation).

This brings the exceptions into a Click on

more reasonable range. Planning Cycle:
Let’s return to the Supply Review SOP FY2019
tab of the S&OP Planning Cycle tab
page to log our recommendation to
increase supplier capacity.

We’re back on the Planning Cycle Click on ‘+’

page in Supply Review tab. Let’s icon on
enter our recommendation to Decision Items
increase supplier capacity. toolbar

We enter “Increase Midtown Click on Title

capacity on CM6655053 to field in Create
accommodate increased demand Decision Item
for SlimlineAir Tablets” and save dialog.
the recommendation.
Then click on
Save and Close
button.

We added the recommendation for Click on

the Supply Review. Financial
We’re going to move ahead to the Review tab
next process stage, Financial
Review.

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Here we are on the Financial Click on Go
Review tab. link for
Let’s analyze performance to plan Analyze
that takes us to the Financial Performance to
Review Summary dashboard for Plan, then click
the Increase Capacity plan. on Financial
Review
Summary >
SOP FY2019
Increase
Capacity plan
The financial reconciliation here Click on
helps us to understand the revised Planning Cycle:
revenue, costs, and margin for this SOP FY2019
simulation plan. tab
We return to the S&OP planning
cycle…

… and we move ahead to the Click on

Executive Review. Executive
There is a plan proposal for the Review tab
executive review.

Here we are on the Executive Click on Go

Review tab. The recommendation link for
to increase capacity for the Analyze
increased demand has been carried Performance to
forward from the Supply Review Plan, then click
on Executive
Let’s analyze performance to plan Review
that takes us to the Executive Summary >
Review Summary dashboard for SOP FY2019
the Increase Capacity plan. Increase
Capacity plan
Here we are showing not just what Click on the
plan we are proposing but also Actions button
where we started the month by
comparing plans. Click on
Compare >
Plan

Click OK for
SOP FY2019
JAN Baseline
plan

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The proposed, alternative plan Click on the
helps us get rid of a financial gap Actions button
as the new operating plan meets
out financial target and even
though there are tradeoffs between
the incremental cost that will be
incurred, the overall revenue and
margin position make it a better
option. We also see we have
improved the new product revenue
in our overall portfolio.
Assuming the executive S&OP Click on
team agrees with the tradeoffs, we Approve
can formally approve the proposed
plan and execute it as the go
forward plan.

This concludes the demo where we

have covered some key features
available in release 13 of Sales and
Operations Planning Cloud:
- Process management
- Seeded dashboards and
reports
- Social Collaboration
- Inline, rapid simulation
- Plan comparison

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