Читать книгу Connected Planning - Ron Dimon - Страница 25

Everybody has a plan 'til they get punched in the face.

—MIKE TYSON

When I started working with FP&A (Financial Planning and Analytics) teams in Canada and the United States, around the mid-1990s, it was called Budgeting. It was usually the annual budget of what a business unit or department could spend, and what their anticipated revenue was. It was a monthly look, at a summarized level, of what an organization thought its income statement was going to be at the end of the year. Of course, it was out-of-date about a month after it was published. Later, in the late 1990s and early 2000s, operational planning was going on throughout the supply chain function, including demand planning and IBP (Integrated Business Planning), which matched demand with capacity and supply. A more sophisticated version of that was called S&OP (Sales and Operations Planning). When companies talked about IBP, it was said, as the acronym implied, as if the business plans were all integrated. Yet there were, and still are, all sorts of other strategic, financial, and operational planning taking place in every business function at all layers of the organization chart. There needed to be a new term to capture the totality of all planning, forecasting, and what-if modeling going on across the enterprise.

I first heard the term Connected Planning when working with Doug Smith and the team at Anaplan. Doug, one of the co-founders of Anaplan, was a visionary technologist and CFO (in addition to wearing many other hats). His vision included interconnecting these various plans throughout the organization—and even outside its four walls to its entire ecosystem—to have a truly integrated cause-and-effect planning system. This would go beyond and yet include IBP, S&OP, demand planning, price planning, workforce planning, capital planning, project planning, and financial planning. There are, possibly, an infinite number and kinds of plans, forecasts, and models in every industry. This book explores some of the more popular use cases, and helps you develop your own unique ones over time.

Since I started to think in a Connected Planning way, I noticed the possibility of all the things that this idea—and recently this system and process—can and does connect:

1 PeopleExecutives, business managers, team managers, individual contributors, analysts, advisors, investorsNew hires, prospective hires, tenured staff

2 OrganizationsCompanies, suppliers, business partners, banksThird partiesCustomers

3 ProcessPlanning itself, Management and Statutory Reporting, Analytics, Modeling, GovernanceDecision-making processesResource deployment processes

4 DataFinancial, operational, statistical, unstructuredDimensions, hierarchies, master data, metadata

5 Business functions and layersMarketing, Sales, Ops, R&D, shared services, etc.Strategic, operational, financial layers including management, tactical operations, front lines, and back office

6 Plan typesFinance (annual operating plan, headcount plan, selling, general, and administrative [SG&A], capital expenditure [CAPEX])Strategic (long-range plans, mergers and acquisitions planning)Operational (price plan, territory and quota plans, workforce, project, etc.)

7 ImpactsAccountability and transparencyDrivers and outcomesStrategy, execution, and performance

8 Past/Present/FutureHistoric data, current actuals, plansTrends, benchmarks, and root causes

9 TechnologyPlanning point solutions to a planning platform connects actual data from a variety of systems, including enterprise resource planning (ERP), customer relationship management (CRM), and product lifecycle management (PLM)Management reporting and data visualization systemsData repositories

10 Fundamental business questionsWhat's possible, who's going to do what by when, where are we, why did we get what we got, and are we doing this the right way?

And, overall, Connected Planning helps connect an organization's strategy, or value creation goals, to being able to sustainably execute and deliver on that strategy and those value measures.

If you're like most organizations, you're already doing all kinds of planning with disparate systems, mostly spreadsheets, using different data, in silos, disconnected, and ineffective. What if you had one platform for all planning? Strategic, Financial, Operational, and What-if Scenarios? And a common business language for contributing and consuming those plans, their drivers, and variance alerting and reporting? What if you had a collaborative ecosystem for trying to predict the future and in the process become more ready, more agile to adapt to change and disruption, and a more accountable organization? That's the promise of Connected Planning.