Sales and Operations Planning

Do you require multiple products for sales and operations planning (S&OP)? With CCH Tagetik operations and sales planning software solutions, you only need one.

Our operations planning software is an enterprise budgeting and planning solution that unifies S&OP within its corporate performance management offering. No more integrating multiple products or reconciling plans between finance and operations because CCH Tagetik has it covered in one unified solution.

sales & operations Planning key capabilities include

UNIFIED FINANCIAL AND OPERATIONAL PLANNING

With a unified approach S&OP, not only does this enable you to see the financial impact of modeling operational drivers on plans, budgets and forecasts; it also provides insights into asset usage, working capital, inventory and more. This enables planners and operational users to make more informed, data-driven decisions.

VARIANCE ANALYSIS & REPORTING

Analyze the difference between scenarios, plans, forecasts, actuals, and operational drivers including volume, price, cost, others. Reconcile operational and financial plans. Automatically calculate and highlight variances in CCH Tagetik to provides greater insights into the cost of a sale and the drivers that impact it.

ACTIVITY BASED COSTING

Align the resources dedicated to sales and operations both to each other and to the bigger financial picture. Allocate and manage direct, indirect and activity based costs down to the product, project, customer and service level for a more accurate and aligned picture of profitability.

BUSINESS DRIVER IMPACT

What's driving sales should also be driving operations. CCH Tagetik enables users to see how different business and operational drivers affect performance. Create driver-based plans, model those drivers on performance reports and analyse how they differ with highlighted variance reports so that you get the full picture of impacts before making a decision.

CASH FLOW FORECASTING

CCH Tagetik enables you to see the true cash impact of sales and operations with short and long term cash flow forecasting. You can forecast cash, inventory, accounts payable and receivable and segment them further by country, customer, segment and intercompany transactions. With cash flow forecasts supported by advanced modeling logic, you get the foresight you need to improve your cash position, interest expense, and working capital utilization.

COSTING & ALLOCATIONS

Calculating your cost position is easy when you can allocate direct, indirect and activity-based costs down to the most granular level using CCH Tagetik’s allocation engine. Use distribution waterfalls and multi-step allocations across multiple dimensions. Determine the true costs of projects, products, campaigns and sales across your entire enterprise.

CCH Tagetik's sales & operations planning Software is trusted by leading companies across all industries

Sales Planning, Purchase Planning, Cash Flow Planning, Credit Analysis

Sales Planning, Budgeting, Planning, Cost Planning

Operational Planning, Budgeting, Planning & Consolidation

Sales Planning, Cash Flow Planning, Management Consolidation, Reporting

Operational Planning, Consolidation, Budgeting, Reporting

Consolidation, Budgeting & Planning, Discolosure Management, Sales Planning

HOW TO RESHAPE BUDGETING & PLANNING TO FOSTER AGILE DECISION MAKING WITH ROPES & GRAY

Before CCH Tagetik, global law firm Ropes & Gray LLP used a combination of Clarity’s legacy system and Excel spreadsheets to complete various planning processes. Clarity’s system pigeon-holed Ropes & Gray’s ability to build overhead reports and drill down to actuals. With it, they could only skim the surface of performance results. What’s more? To band-aid Clarity’s deficiencies, Ropes & Grey used Excel models for revenue and cost planning. These spreadsheets were so manually intensive, they took months just to build and maintain every year.

play the Webinar!