S&OP Articles and White Papers

eBOOKS

eBook - Sales & Operations Planning RESULTS, $7.99 USD (Kindle)

Full book of tips, traps, techniques, & tools based on 20+ years of consulting all over the world. The book discusses finding, measuring, and managing results throughout the supply chain.

Available in paperback and kindle formats on Amazon.

eBook - S&OP Implementation Success

56 pages of our S&OP implementation methodology. Contains examples, survey data, tips and traps, and an extended chapter on leading and managing change. This is a pre-release of material from the full book to be released soon on Amazon. Free for a limited time. Submit your email and you'll get a download link to the PDF file. More info.

eBook - S&OP Jumpstart! A Primer for Implementation and Improvement

This is a short primer guide suitable for stakeholders who want to learn more about S&OP and what it takes. We use it to hand out to stakeholder groups on our projects. It's a quick read, 15 pages with lots of demonstrating graphics. More info.

eBook - Choose the Right Supply Chain Consultant

An uncommon opportunity to gain an industry insider's perspective on whether you need a consultant and what you should expect from one if you decide to get outside help. The author also provides a few comments on the industry in general. Submit your email and get a download link to this 19 page, pdf eBook.

ARTICLES

"Revitalize Your S&OP" - Journal of Business Forecasting

The article provides an overview of S&OP, where it fits in the overall business planning process, and discusses seven specific levers that the reader can action to improve their S&OP process today. The article also describes tips and techniques that can be used to track S&OP improvement in your organization. More info.

"Directing Success, 10 Tips for S&OP Sponsors" - APICS Magazine

The article discusses options for who should sponsor S&OP and gives 10 areas that Sponsors need to pay attention to for S&OP success. More

"26 Ways to Get Sales On Board with Demand Planning" - Supply Chain Quarterly

The article, published in Supply Chain Quarterly, discusses 26 ideas organized around process, information systems, organizational design, and change management to get sales more engaged in demand planning.

"Why S&OP Matters to the CFO" - Journal of Trading Partner Practices

Article looking at S&OP through the CFO's eyes and why CFOs/Finance leaders are well-positioned to be leaders in this coordinating, leadership process.

"Align Your Organization Around S&OP"

White paper describing our S&OP can help to align the plans and decision making processes in your organization.

"Rationalizing Product Introductions" - Journal of Trading Partner Practices

SURVEYS

S&OP Benchmarking Study - 2018

Key Topics in S&OP Survey, 2017

This year we added questions about strategic topics that are discussed in S&OP as well as on S&OP Maturity. See how your company compares.

Key Topics in S&OP Survey, December, 2015

Cross industry survey results of key S&OP items such as challenges, results areas, sponsor, design items, and IT. Compare where you are relative to the survey responses. More info.

Key Topics S&OP Survey, December, 2014

Cross industry survey results of key S&OP items such as challenges, results areas, sponsor, design items, and IT. Compare where you are relative to the survey responses.

CONFERENCE PRESENTATIONS

"Drive Growth with S&OP" - Intipesan Indonesia Supply Chain Forum, Jakarta, Oct 2018

Slides that provide ideas for how S&OP can be leveraged to drive growth. Best practices, what others are doing, new trends, and suggestions for getting help within your organization are all included.

"Drive Growth with S&OP" - JPK S&OP Excellence and Analytics Summit, Boston, 2018

Slides that provide ideas for how S&OP can be leveraged to drive growth. Best practices, what others are doing, new trends, and suggestions for getting help within your organization are all included.

"Find, Measure, and Manage Results Throughout Your Supply Chain" - APICS/CSCMP/ISM Holiday Event, Boston, 2015

Infographic summarizing techniques from the book Sales & Operations Planning RESULTS, that was presented at this event. See a packed one page PDF with summary ideas from the book.

"Using Procurement Data to Add Value, Integration, and Influence"

Video and slides from our presentation to the Institute for Supply Management Boston Chapter, March, 2015. Contains examples of slides to assess the procurement function, as well as procurement's role in S&OP, a few slides on CPFR, and how procurement can take a leadership role.

"7 Levers for S&OP Excellence" - APICS

Info-graphic summarizing 7 Levers and best practices. Note that we've now added "Change Management" as a separate lever, whereas, in this info-graphic we had change management running through the others.

"Revitalize Your S&OP" - Institute of Business Forecasting

Slides from our presentation at the IBF's Forecasting conference, Orlando, 2010.

VIDEO and AUDIO

8 Levers for S&OP Performance

Instructional video from our training course that describes the 8 Levers that we've found to be most impactful when implementing and improving S&OP. Specific suggestions for each lever, full video (41 min), abbreviated video (20 min). Fill-in your email and we'll send you a link to stream the full and abbreviated versions. More info.

Company Overview Video - See how we're wired and work with clients.

Combined Demand Planning and S&OP Course - See the overview video or the full description, we can do just S&OP too if desired.

Demand Planning Course - A mix of process and the technical elements, see the overview video or full description.

Integrated Business Planning for Upstream Oil & Gas - It's S&OP applied the Upstream Value Chain. Different, cutting edge. See the overview video, full description, or an extended video on the subject below.

Integrated Business Planning for Upstream Oil & Gas

Instructional video from our training course that describes how the proven S&OP process has been adapted to the very different value chain of Upstream/Exploration & Production oil & gas companies. The full video is 28 min and a 12 min summary is also provided. Fill-in your email and we'll send you a link to stream the full and abbreviated versions. More info.

Mental Toughness Interview Recording with Niels Van Hove

Interview recording on Mental Toughness with Niels van Hove of Truebridges Consulting. Niels is an S&OP/Supply Chain expert, based in Melbourne and a certified coach in Mental Toughness which is a set of proven behaviors and techniques to help high achievers reach their potentials. Eric Tinker and Niels discuss the definition, origin, benefits, and some tips that all of us can put into practice immediately. The interview is 26 minutes long and the file is 38mb to download. See more info about the interview and Niels, or just enter your information and a link will be sent to you to stream or download the file.