Before: Challenges and Opportunities

• Promo planning disconnected, lacked details, no visibility to baseline vs uplift or to ROI, no guardrails.
• Customer planning was manual, No alignment top-down/ bottom-up, No visibility to customer P&L.
• Lacked Funds planning at customer level. Execution & Settlement process needed more streamlining.
• Visibility into KPIs was limited, Integrated reporting (between sales trade & finance) wasn’t available.

Why SAP and TekLink

• SAP Trade Management offers a holistic, fully integrated customer and promo planning solution to help sales leaders to drive sales revenue, internal margin growth & customer category growth.
• TekLink, a leader in Planning & Analytics, has a strong track record of successfully implementing SAP TM to transform and improve trade processes at several CPG customers. TekLink has TM accelerators and a proven methodology and is listed by Gartner and POI as an SAP TPM/TPO partner.

Value-Driven Results

• Planners & leaders empowered with visibility to Customer & Promo P&L, KPIs, funds, ROI, targets and performance to be able to collaborate effectively with retailer and better manage spend & effectiveness.
• Top down and bottom-up planning process and ability to slice and dice by various dimensions.
• Integrated customer & promotion planning process, integrated to JDE ERP and SAP IBP DP.
• Easier & accurate reconciliation/validation of claims and deductions enabled by an integrated solution.
• One solution for all Lindt planners and brokers managing both direct as well as indirect customers.
• Executives and leaders have access to timely reporting and KPIs to make better and faster decisions.

Increased:

• Productivity of planners
• Real-time visibility to KPIs
• Focus on value-added work vs. manual effort in reporting
• Collaboration with customers aimed at increasing topline

Improved:

• Enabled ROI based decisions aimed at improving profitability
• Improved deduction management to prevent margin leakage