Boldr AI
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Sales & operations planning

One plan, one number.

A monthly cycle where sales, operations and finance agree one plan, with forecast error measured every month.

Start a Value Discovery SprintSee how it works
5
steps a month
1
number
MAPE + bias
tracked
One plan, one number.DataDemand reviewSupply reviewFinancialreconciliationExecutive S&OPOne plan

1The problem

Why every function plans to a different number

Three plans with three owners.

Sales plans to its quota, operations to last year's volumes and finance to the budget, and the monthly meeting argues about whose number is right.

Forecast always high; warehouses full.

Sales pads the forecast to protect supply, nobody measures the bias, and the excess sits in the warehouse as slow stock that ties up cash.

Promotions surprise operations.

Commercial teams agree promotions with retailers and tell the plant late, so production runs overtime on promoted SKUs while the regular range runs short.

2How it works

How Boldr AI gets the business to one plan

  1. 1

    Gather data

    Actuals, stock, baseline.

  2. 2

    Agree demand

    With assumptions written.

  3. 3

    Constrain supply

    Capacity gaps visible.

  4. 4

    Decide

    One plan, trade-offs approved.

3What you get

What the S&OP process delivers

Monthly S&OP calendar

Five monthly steps, from data and demand review through supply and financial reconciliation to the executive meeting, each with a named owner and date.

Forecast accuracy and bias

MAPE and bias measured every month by product family and channel, so you can see who overforecasts and correct it before stock piles up.

Inventory policy

Service levels set by ABC value class and XYZ demand variability, so steady fast movers stay available and erratic tail items stop filling the warehouse.

Commercial inputs

The demand plan draws on the market census, the route-to-market model and the price corridor, so commercial decisions show up in volumes before operations commits.

What runs it:CFO

4Results

How Boldr AI will measure S&OP

Baseline firstMeasured with your people in the sprint.
Control groupWhere a pilot runs, a group that changes nothing.
Your numbersReported in your systems, not ours.

Next step

Scope your first S&OP sprint

Define the scope in minutes. We turn your answers into a focused Value Discovery Sprint.

Scope your sprint
in three questions.

Pick the capability. Your answers tell us where a Value Discovery Sprint would look first; a value consultant comes back with a proposed scope.

1What capability do you want to focus on?
2How many ways does an invoice get processed across your entities?
3Who owns an invoice exception?
4How many days to close the month?

Your readout

Your answers shape the scope.

A sprint would likely look first at:

  • Invoice scenarios to retire
  • Exceptions by cause
  • Days lost in the close

A value consultant replies within one business day.

Questions

How long until the first S&OP cycle runs?

With Boldr AI, the first S&OP cycle usually runs in the second month after the sprint. It starts from the actuals, stock and baseline gathered in the sprint, and forecast accuracy and bias are tracked from that month on.