Overview of the Client

Our client is a prominent global manufacturer, marketer, and distributor of consumer and commercial products with an extensive portfolio of diverse brands. With a strong workforce of over 30,000 employees, they operate across the world and have a wide-reaching distribution network that caters to a range of locations worldwide.

Overview of the Client

Business Challenges and Objectives

Our client aimed to develop a solution that would support the creation of a Consensus Demand Forecast.

  • The solution will include a baseline Sell Thru Forecast to be generated by Sales Managers using Retailer Point of Sale (POS) data that they will own and update.
  • A calculated Sell In Forecast will be based on the Sell Thru Forecast, On Hand Inventory, and Weeks of Supply goals.
  • A baseline Shipment Forecast will be generated using historical sales data from Oracle, which Demand Planners will manage.
  • Sales Managers and Demand Planners will collaborate to establish a Consensus Demand Plan.
  • The Consensus Demand Plan will serve as the foundation for a plan for both Finance (without a buffer) and Supply Chain/Operations (with a buffer).

The Solution

TekLink partnered with our client to deliver an Anaplan-based planning and performance management platform to achieve the following objectives:

Sales (POS) Forecast Model:

  • Configured Anaplan Statistical Algorithms to produce a ‘Best Fit’ forecasting model default.
  • Created KPIs, input templates, and reports to support the process.
  • Created a Dependent Sell-In forecast for the North American Sales Team, which feeds both the Demand Planning and S&OP processes.
  • Automatically updated Dependent Shipment Forecast with any changes in the POS forecast or Weeks of Supply (WOS) target.
  • Loaded 80% of POS data using SnapLogic API in the EDW, while the remaining 20% is loaded through flat files provided by client’s customers.
  • Forecast based on SKU and Account/Customer.
  • The solution allows Sales Managers to leverage On-Hand Retailer Inventory and collaborate with the customer on a Weeks Of Supply (WOS) target to produce a ‘dependent’ Sell In (Shipment) forecast.


Demand Planning (Sell-In) Forecast and Consensus Model:

  • Collated both versions of the Sell-In Shipment forecasts for collaboration in the monthly Consensus Review Meeting.
  • Created KPIs, input templates, and reports to support the process.
  • Loaded historical Oracle Sales Data in the EDW using SnapLogic API.
  • The North American Demand Planner modeled the Sell-In Shipment forecast using levers like promotions, seasonality, spikes, trends, etc.
  • Used the statistically generated forecast as intelligence to adjust the go-in consensus forecast.
  • The system enabled the Demand Planner to produce a statistically based Sell-In (Shipment) forecast by SKU and Account.


Hyperion Data Loads and Global Reporting

  • Collated both versions of the Sell-In Shipment forecasts for collaboration in the monthly Consensus Review Meeting.
  • Made changes to the Demand Planner Forecast based on collaboration meeting, and took Sales Manager’s inputs into consideration.
  • Created KPIs and reports to support the process.
  • Created a Consensus forecast with and without a buffer for distribution to Operations and Finance, respectively.
  • Created Consensus Analysis reports to facilitate this collaboration process.

Business Outcomes and Benefits

  • The solution is the first-ever for POS and Sell-In Demand forecasting.
  • The forecast provides insights into future outcomes on a rolling 18-month horizon, enabling better decision-making.
  • The highly automated solution frees business users’ time from data stewardship to data analysis.
  • Automation, real-time data aggregation/consolidation, and improved data accuracy have produced time savings and an efficient process.
  • The solution facilitates collaboration and alignment on a Consensus Sell-In Forecast among Sales Managers, Demand Planners, and the Consensus Team.
  • It generates a statistical forecast based on historical POS data and Seasonal Algorithms, serving as the starting point for the Sell-Thru Forecast.
  • The solution serves as the basis for constructing both a Sell-Thru Forecast by Sales Managers and a Sell-In Forecast by Demand Planners and Sales Managers.
  • The client expects the solution to improve forecast accuracy, which was a key objective of the project over time.
I truly believe the Anaplan Forecasting Tool developed in close partnership with TekLink will allow our company to have better visibility into our consumer and customer demand. The ability to monitor and accurately predict retailer inventory levels is an organizational muscle which will pay dividends throughout the organization: From strategy to finance to supply chain. The Anaplan Forecasting Tool will help to improve on what was a very time consuming, manual, and inaccurate process for our company.

Senior Director, Global Demand Planning and S&OP

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