4/26/11 By Bill Pick, Fujitsu America - Home - Twin Cities...

Copyright 2011 Fujitsu America, Inc.

Oracle Demantra 7.3

By Bill Pick, Fujitsu America4/26/11

Agenda■ Demantra Applications Functionality Overview

■ Predictive Trade Planning■ Trade Promotion Optimization■ Real-time S&OP■ Demand Management■ Advanced Forecasting and Demand Modeling

■ What’s New in Demantra 7.3?■ Demantra Case Studies■ Q&A

Copyright 2010 Fujitsu America, Inc.1

Oracle Demantra Applications


Demand Management

Advanced Forecasting& Demand Modeling

Predictive Trade Planning

Trade Promotion Optimization

Deduction and Settlement Mgmt

Rea

l-Tim

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&O

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Integrate with Oracle and non-Oracle


Demand Driven Predictive Trade Planning


Collaboratively manage all funds, sales, and account planning

• Sales forecasting by account and customer • Customer and Retailer profitability• Direct sales and external brokers and distributors • Supports internal collaboration

Integrated analytics with baseline forecast and lift calculations

• Predict and monitor trade fund spending• Accurately decompose baseline and elements of

lift

Profitably optimize future promotions• Incorporates promotion effects such as

cannibalization and halo• Interactive what-if analysis of manufacturer and

retailer impacts

Integrate with a real-time Sales and Operations Planning process

CollaborationWorkbench

Single Source of Truth

Stakeholders

Marketing

Sales

Finance

Supply Chain

Customer Data

Products

Promotions

Claims

Predictive Trade Planning vs. Demand Management


Deductions & Settlement Management


• Reduce administrative costs and days outstanding of deductions

•Enable HQ-based customer financial service reps andfield-based key account managers to receive, research, and clear deductions

•Apply best-practice activity plans to resolve deductions using a standardized process

•View key info needed to pay claims (e.g., promos, contracts, remittance, and correspondence)

•Enable deductions to becleared via trade fund payments or chargebacks

•Easily attach key proof of performance documents

Consolidate All S&OP Data Real Time


Constraints

Marketing forecast

SupplyData

CHANNEL DATA

Customer sales


Supply and Demand Hub and Seeded Worksheets

■ Move from a static periodic process to an iterative real time process■ Capture demand and supply signals

continuously, closer to the point of consumption and at a more detailed level

■ Validate financial plans in context of broader Sales & Operations Planning process with Hyperion planning

■ Manage all supply and demand data in a central and secure repository■ Customer and supplier forecasts■ POS or other channel data■ Sales and marketing forecasts■ Financial forecasts and budgets■ User-defined data (spreadsheets)

■ Configurable and extensible■ Meta data driven hierarchies and dimensions■ Integration profiles to bring in additional

external data streams

Real-Time Sales and Operations Planning

Embedded functionality to flexibly model and manage S&OP process


■ Fpos/Fsum functions to■ Configure supply side series, calculations, and parameters

• Example: On hand and projected inventory, Past due and projected backlog, Production plan

■ Launch workflow based automation and management approval process

■ Projected Backlog calculations■ Demantra Anywhere html view to easily provide input to the

consensus process■ Dynamic Open Link to Excel to easily create reports■ Calculate statistical (Kσ) safety stock

■ Not a substitute for Inventory Optimization which calculates multi-echelon optimal safety stock based on advanced concepts of postponement, risk pooling, and demand/supply/manufacturing/fulfillment variabilities

Oracle Demantra Demand ManagementReal-time demand sensing and collaborative consensus forecasting


■ Sense demand real-time■ Capture demand more frequently, closer to the point of consumption■ Capture demand and forecast at more granular level (store, shelf,

attributes, product characteristics)■ Achieve consensus demand number more quickly by involving all

constituents at the same time, including customers■ Quickly identify and react to demand changes and exceptions

■ Improve forecast accuracy■ Leverage advanced statistics for more accurate demand number■ Use any combination of quantitative or qualitative data to establish

your base line forecast■ High precision statistical forecasting, no statistical background

required – Superior Bayesian-Markov forecast analytics■ Forecast based on attributes and characteristics■ Leverage Advanced Forecast Modeling for promotion lift

decomposition and causal analysis

■ Shape demand for profitability■ Plan new product introductions■ Plan promotions and sales incentives (PTP required for advanced

support)■ Identify cross selling opportunities

■ Evolve to real-time S&OP■ Profitably balance supply, demand, and budgets■ Align strategic and tactical plans■ Role based process, proactively managed via workflow

Shipments

Marketing forecast

Order history

CHANNEL DATA

Customer sales


Demand Hub and Seeded Worksheets

Demand Management vs. Advanced Forecasting and Demand Modeling


Oracle Demantra Release and Roadmap


New in Demantra 7.3■ Integration of Hyperion Planning budgeting data

w/Demantra Real Time S&OP Planning■ CTO Demand Planning Enhancements

■ Probabilities of options being ordered become planning percentages on mandatory components and options

■ New Product Introduction capability■ Pooled Time Series Modeling

■ Can generate a causal-driven forecast for combinations with little or no history

■ Worksheet Report Enhancements/”Series as Rows”■ Side-by-side comparisons using series as rows

■ Web applications available in 8 languages■ Demantra Analytical Engine runs on Linux

New in Demantra 7.3, cont.■ Demand Signal Repository Integration

■ Retail POS data can be downloaded for planning purposes

■ View attachments directly in Demantra without downloading

■ Dynamic Updates of Settlement Levels■ Matrix-specific overrides possible for global product life cycles

■ Integration with JDE EnterpriseOne 9.0

S&OP: Link to Financial PlanningHyperion-Demantra AIA Integration

Annual Plan, $

Financial Forecast, $

Budget, $

Consensus Plan, $, Units

COGS, $

DM: CTO Attach Rates and Dependant Demand■ Load options data from EBS – CTO structures, manual attach

rates, sales history■ Automatically calculate planning attach rates using sales

history■ Manage attach rates at aggregate or detail level■ Browse BOM in Worksheet view■ Dynamically recalculate dependant demand

DM: New Product Introduction

Existing Product

New Product

Launch Date End Launch

• Manage new product and associations based on similar products• Manage product lifecycle

• Launch date and range; end of life of prior item• Cannibalization of prior item

AFDM: Pooled Time Series Modeling

Aggregation

Pooling

■ Aggregate or Pool data for statistical analysis■ Preserve detail and model common cross-product characteristics■ Improved New Product and Lifecycle Modeling

General: Worksheet Enhancements

■ Series as rows■ Summary line:

■ Flexible summary position: Top/Bottom, Right/Left

■ Hide/show/freeze

General: Internationalization■ First translated release will support 8 languages:

■ Korean, Russian, Japanese, Simple and Traditional Chinese, Brazilian Portuguese, Latin Spanish, Canadian French

■ Infrastructure enables translation to many more

Web server

J2EE Application ServerDemantra Web

Application

Web Browser

Demantra Database Services

Analytical Modeling Engine

Chaining/Member Management

Business Modeler

DatabaseWindows OS

required

Linux supported

Analytical Engine on Linux

General: Other Enhancements

■ View attachments directly from note

■ Password Security Extensions■ Ability to lockout users after multiple failed login attempts■ Security dictionary

• Configurable list of disallowed passwords

General Performance & Security Improvements

■ Improved client memory management■ Index adviser■ Distribute key processes to improve performance:

■ EP_LOAD_SALES■ MDP_ADD■ PROPORT

■ Forecast change threshold for engine write out■ Continued exception performance improvements

New in Demantra 7.3.1■ Service Parts Forecasting

■ Integration w/Oracle Service Parts Planning to generate demand forecast for service parts

■ Forecasting for Multiple Business Processes■ Can configure forecast tree and causal factors by analytical

engine profile■ Proport performance enhancements■ Parallel hints on worksheets■ Rolling Data Profile groups

Welch’s

■ Enhanced S & OP process resulting in better inventory tracking capabilities■ Improved forecast accuracy■ Better visibility into plan resource constraints enabling better resource utilization

■ Since its founding in 1869, Welch’s has become the world's leading producer ofjuice, jam, and jelly products

•Implement & execute Demand planning process•Focus on plan volume forecast accuracy •Manage plan volume at SKU and DC level•Implement & execute Sales & Operational planning process•Collaborate Sales, Marketing & Demand plans•Consensus Forecasting to align all department

Company Profile

Results

Modules :ASCP, Oracle Demantra DM (Demand Management) ,Oracle S&OP (Sales & Operational Planning)Timeline – 3 monthsNo of resources - 4

Engagement Details

Copyright 2009 FUJITSU LIMITED26

DPI is a billion dollar specialty food distribution company that distributes over 55,000 different gourmet, organic and ethic line items from five continents. Their combined facilities offer in excess of 43 million cubic feet of warehouse space across the country, almost half of which in climate controlled. DPI is an integral part of the worldwide holdings of the Irish Dairy Board Co-Op Ltd. Based in Dublin, Ireland. Industry: CPG / Distribution. Location: North America

Company Profile

Distribution Plus, Inc

Challenge

■ Fujitsu is helping DPI consolidate five disparate ERP systems into one Oracle E-Business Suite (EBS) instance. The initial phase of this project includes the global design and development of the Oracle EBS instance.

■ Timeline - Global Design ( 6 months)■ Phase 1 – 7 months, ■ Phase 2 – 12 months

■ Oracle Modules: ▪ Core ERP , Siebel Order Management, WMS, OTM ▪ Advanced Supply Chain Planning▪ Demantra Demand Management

Engagement Details

Copyright 2009 FUJITSU LIMITED27

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AMI

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Client AMI Inc.

Associated Materials is a leading manufacturer of professionally installed exterior building products. Key brands are Alside, Gentek, Ultraguard and Alpine brands. Some of the key products are sidings, windows, fencing, decking and railing

Industry Engineering & Construction

Location North America

Challenge Integrating Oracle Advanced Planning solution to current legacy environments while making sure that there are no design implication on the future design with Oracle EBS as a whole. Forecasting with Over 6 million rows of Sales data also posed challenges

Engagement DetailsFujitsu did the implementation in a phased approach:Phase I – Demand PlanningPhase II – Supply chain Planning including Sales & Operations Planning

Oracle Modules: ■ Advanced Supply Chain Planning■Constraint Based Optimization■Demantra Demand Management

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Charter Steel

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Client Charter SteelCharter Manufacturing Company, Inc. is a privately owned holding company for a fully integrated family of American companies that has achieved a significant market position in Special bar quality (SBQ) bar; rod & wire, Stainless steel rod; Precision, cold-rolled custom profiles, flat wire and standard shapes; Engineered components for engine, transmission and driveline applications..

Industry Steel


Challenge Implementing Oracle Advanced Planning solution with Oracle EBS suite of products to ensure smooth end to end data flow. Demantra implementation was done for different divisions like Charter Steel, Charter Wire and Milwaukee Wire in one Demantra installation

Engagement DetailsPlanning solution was one component ofThe ERP solution. Is a phased Implementation approach that was preceded by a comprehensive Global design

Oracle Modules: ■ ASCP■Demantra Demand Management■Production Scheduler■Global order promising

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Carpenter Tech

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Client Carpenter TechAs a world leader in the development, manufacture and distribution of stainless and specialty alloys, powder alloys and titanium, Carpenter continues to accommodate the ever-changing needs of the automotive, aerospace, energy, industrial, medical, defense, and consumer products industries..

Industry Steel

Location Reading, PA

Challenge •Integration Oracle Advanced Planning with the Legacy transaction systems and I2 Factory planner.• Data preparation and Migrating from Legacy systems.•Enabling the process of Master scheduler. Allowing him to manipulate data at Product Family level

Engagement DetailsFujitsu is leading the implementation effort

to deploy a Sales and Operations planning process around Oracle advanced Planning. Demantra is a key component of that solution. It is a highly complex solution. Some of the key features of this solution are:

Key Metrics1. Approx 3000 active items.2. Demantra configured with 5 dimensions

named Item, Geography, Market, Sales Channel and Time.

3. 45 series to be used for Demantra Demand Management., 15 series to be used for Supply S&OP., 14 series to be used for Finance S&OP

Oracle Modules: ■ Demantra Demand Management■ Demantra Real Time Sales & Operations Planning■ Advanced Supply Chain Planning■ Global order promising

Client Smucker’sFor more than 110 years, The J.M. Smucker Company has been committed to offering consumers quality products such as fruit spreads, retail packaged coffee, peanut butter, shortening and oils, ice cream toppings, sweetened condensed milk, and health and natural foods beverages in North America. The Company has appeared on FORTUNE Magazine's list of the 100 Best Companies to Work For in the United States 13 times, ranking number one in 2004.

Industry Food and Beverage


Challenge Consolidate disparate systems into a single system. Leverage standard Oracle functionality and processes across subsidiaries and joint venture companies.

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Smucker’s

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Q&A

[email protected]

4/26/11 By Bill Pick, Fujitsu America - Home - Twin Cities...

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