Ryvita
Proposal for develop Sales
Forecasting and Sales and
Operations Planning process.
© The Delos Partnership 2007
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Customer
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TASK
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SOFTWARE
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We provide knowledge and experience in
Vision development, Strategic Planning,
Business Management and Change
Management through
 Public and in-house workshops
 Facilitation events
 Hands-on pragmatic consulting
Leading to better business performance
© The Delos Partnership 2007
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Current Situation
1.
Ryvita are a market leader in their sector of the foods market, supplying major
supermarkets on a regular basis.
With continued product development the range has increased steadily to around
200 products.
In order to manage the increasing complexity and the impact on capacity, a
formal Sales and Operations Planning process has been established and real
results are beginning to be seen from this.
However, the systems support for this is reliant on multiple spreadsheets. There
are no computer based [MRP or Capacity Planning] systems.
A project to implement a forecasting and replenishment planning process is in
its early stages. Progress is being held back because:
2.
3.
4.
5.
•
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•
6.
There is hesitancy around further systems implementation given the difficulties
experienced with the implementation of Navision
A clear need to manage capital expenditure carefully
The pressure of day to day activities preventing time to be spent on developing the
systems
An outline User Requirements Specification has been prepared to support the
acquisition of the Forecasting and Planning system.
© The Delos Partnership 2007
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Ryvita’s perceived requirement
1.
2.
3.
4.
Put together a robust case for the acquisition of the
right software to manage the forecasting and
replenishment of finished goods stocks.
Develop appropriate supply/capacity planning tools
to support the management of internal capacity, third
party suppliers and procurement of key raw
materials.
Continue to develop a robust integrated Sales and
Operations Planning process with which to manage
the business.
Free up time currently devoted to manipulating
spreadsheets to making more analytically based
decisions that will save Ryvita time and money.
© The Delos Partnership 2007
page 4
Delos approach to problem
The following outlines our generic
approach to helping clients develop
Forecasting and Sales & Operations
Planning (SOP)
© The Delos Partnership 2007
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Elements of our approach
1.
2.
3.
We use consulting or facilitation to
help identify issues, provide practical
experience and guidance, and
technical help on how to manage the
key business processes.
We provide workshops which
describe how processes, systems,
organisation and culture should be
developed and integrated, which
support “culture change”
With this knowledge our clients –
through project teams and task teams
- are better equipped to develop the
processes, systems and organisation
themselves.
© The Delos Partnership 2007
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Where would we add value to Ryvita?
1.
Ryvita would benefit from having an independent review of the User
Requirements report to ensure that the requirements are in line with “best
practise”, are reasonable [not just wish lists] and would be sufficient to provide
a proper Invitation to Tender document to software companies. We have
extensive experience in this within our group. We will give pragmatic guidance
in this area on:
•
•
•
2.
3.
4.
What to look for
Which Software companies are likely to fit your needs
Advise likely costs.
We could also help Ryvita during the selection process, in order to ensure that
the software solution will really meet their needs.
We would also help in ensuring that a best practise Sales Forecasting and
Demand Management process is developed, once the system is acquired.
Once this is implemented, we would then follow this through with a formal
review of the Sales and Operations Planning process, in order to identify how
and where the process might be further developed in order to get more benefit to
Ryvita’s business targets.
© The Delos Partnership 2007
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Proposal to Ryvita
1.
2.
3.
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6.
7.
Spend a day reviewing current ways of working, by interviewing those
involved in the forecasting and planning process.
Review the current User Requirement Report and provide
recommended solutions in terms of Forecasting/Replenishment
planning software that will meet your requirements
Assist in reviewing responses from software companies, and providing
recommendations on most appropriate solution.
Assist in putting together a project plan, together with charter, resource
requirements, outline timetable and proper cost/benefit analysis.
Provide a workshop to assist in developing and designing the Sales
Forecasting process, to be followed by detailed facilitation if required
on developing the process.
Carry out a review of the Sales and Operations Planning process, and
recommendations on areas for improvement.
Continued facilitation on development of the planning processes, as
required.
© The Delos Partnership 2007
page 8
Costing for Programme from Delos
Element Item
Stage 1
Stage 2
Number Cost per Total
Review of existing systems, processes 2 days
and data – Richard Watkins and Gordon
Hammond
• Interview with sales, marketing,
finance, and supply chain planning
personnel
• Critique URR, and provide
recommendations on appropriate
forecasting/Distribution planning
solutions.
Assist in review of responses and
3 days
recommend software partner. Work to
prepare Project Plan, charter and cost
benefit analysis to support the case.
Above costs exclude VAT and expenses – charged at cost. Mileage
Charged at 60 p per mile.
© The Delos Partnership 2007
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£ 1,500
£ 3,000
£ 1,500
£ 4,500
Costing for Programme from Delos
Element Item
Stage 3
Number Cost per Total
1 x 2 day workshop to help design the
2 days
detailed process
Support from Delos Associate on writing 10 days
up processes and developing detailed
training material
Stage 4
Review of Sales and Operations
Planning process
Further facilitation of development as
required
TOTAL COST IF ALL STAGES CARRIED OUT
© The Delos Partnership 2007
page 10
£ 4,250
£ 8,500
£ 800
£ 8,000
2 days
£ 1,500
£ 3,000
5 days
£ 1,500
£ 7,500
£ 34,500
Key Assumptions for support from Delos
1. Consulting days by Delos Partners - £ 1,500
per day on-site.
2. Workshops - £ 4,250 per day for up to 12
delegates with 2 tutors to include preparation.
3. Consulting days by Delos Associates for
detailed process and software development £ 800 per day.
4. Expenses charged on an as incurred basis at
cost for travel and accommodation. VAT
charged where applicable. Mileage charged at
£ 0.60 per mile.
© The Delos Partnership 2007
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The Delos Partnership
Some of our clients…
© The Delos Partnership 2007
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Delos Team – as required
Person
Experience
Richard Watkins [lead]
Implemented Sales Forecasting and Operational planning
systems in ICI; 16 years education and facilitation experience
with companies in FMCG, Chemical and industrial companies
Gordon Hammond
Implemented Operational Planning systems, 17 years
education and facilitation experience in industrial companies
© The Delos Partnership 2007
page 13
References
Person
Contact Number
Mark Bass – Head of Supply Chain
Sanofi Aventis Pharmaceuticals
0208 919 3290
Ari Vartiainen – Demand Manager – Twinings
012 6434 8146
mark.bass@sanofi-aventis.com
Ari.Vartiainen@twinings.com
Mark Easton Supply Chain Manager – Maxxium Limited
01786 430640
mark.easton@maxxium.com
Jan Frydenlund – Director of Sales and Operations
Planning Levi’s EMEA
+32 (2) 641 61 21
Ian Ainsworth – Commercial Director Yoplait Dairy Crest
01372 476000
jfrydenlund@levi.com
Ian.ainsworth@yoplait.co.uk
Chris Laidlaw – Head of Global Supply Chain Norgine
Limited
© The Delos Partnership 2007
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[33] (1) 4 13 99 40 0
claidlaw@norgine.com
Case Studies
Details available from our
Website at :
http://www.delospartnership.com/innovation/casestudies.htm
© The Delos Partnership 2007
page 15
Case Studies
Details available from our
Website at :
http://www.delospartnership.com/innovation/casestudies.htm
© The Delos Partnership 2007
page 16