Integrated Business Planning Solution

Integrated Business Planning Tool Illustration
Solution Intelligent Process Orchestration
Solution Intelligent Process Orchestration
Industry CPG
Region US
Technology Microsoft Azure
Context
CPG central planning operates in a fast-paced, interconnected environment where Annual Business Planning demands seamless coordination across finance, sales, supply chain, and marketing. Each market develops Regional Operating Plans based on trends and forecasts, but fragmented decision-making often leads to misalignment and execution challenges, disrupting tactical plans at all levels. Despite major investments in digital transformation, 70% of off-the-shelf planning tools fail due to poor workflow alignment and low adoption. A one-size-fits-all approach doesn’t work. To maximize value, businesses need an Intelligent Process Orchestration Solution—one that integrates decision flows, fosters collaboration, mitigates risk, and ensures competitive advantage.  
Problem statement

Our global CPG client faced fragmented regional planning, inconsistent KPIs, and a lack of a Single Source of Truth, leading to misaligned results. Their ERP system managed AOP execution but lacked adaptive planning and decision-making capabilities. Manual processes failed to integrate inputs from sales and marketing, causing inaccuracies. Rigid AOP playbooks couldn’t adapt to market dynamics, while poor communication between local and central teams hindered knowledge sharing.

To tackle these multiple challenges and streamline strategies from local markets, the central planning team required a standardized Integrated Business Planning Tool purely customized for their business context and under their ownership to create the ultimate plan and target. Our solution helped them orchestrate the end-to-end process and transformed their planning cycle.  

Impact

  • Influenced $40M in revenue through adaptive planning and target alignment 
  • Reduced the time spent in planning cycles by 70%, which earlier utilized 12 – 14 weeks for completion 
  • Unlocked 10X higher engagement from business planners through interactive analytics 
  • ~50% effort reduction achieved for data preparation in every planning cycle through automated pipelines 

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