Sale and Product Planning in a Lean Enterprise Environment

Sales and Product Planning in a Lean Enterprise Environment

This audit is designed to be a wide ranging review of current business practices supporting Sales Planning/Product Forecasting and the ability of your organization's infrastructure to support these practices and future operational goals. To be most effective, our review and analysis will cover many levels of the organization, both inside and outside of Sales.

The audit is performed as a hands-on, in-the-trenches exercise designed to find disconnects between business processes, optimize inventory utilization, balance customer demand with available production capacity and develop shortAong term strategies to reduce costs.

Why You Should Consider an Audit

Has your company mastered balancing customer demand with available production capacity? Has your Sales and Engineering staff effectively communicated an accurate sales plan and product forecast to the rest of your organization so that new lean techniques can be fully implemented? Most companies would answer NO!

Rockford Consulting Group is sponsoring a performance audit of your Sales Planning and Product Forecasting processes to ensure that you are producing products with the shortest cycle times and lowest inventory investment. We assess your Sales and business process infrastructure to ensure that you are prepared to take advantage of the new lean enterprise techniques being implemented by successful companies across the country.

Audit Outline

Day 1
• Review of your strategic and sales planning process
  
• Performance review of your sales plan forecast accuracy study
  
• Methods and tools used to create unit forecasts
  

  Day 2

• Forecast system review - Do you need one? If you have one, is it working?
  
• Sales and Operations Planning process review, have or need
  
• High-level value stream map review for demand management
  
• Business performance barriers - what is blocking high-performance results
  

  Day 3

  Presentation to Management Including:

• Sales Planning and Product Forecasting performance scorecard
  
• 10 Best practice indicator comparisons
  
• Key Findings
  
• Areas for Improvement
  
• Discussion of the short and long term strategies necessary to support a lean enterprise environment

Audit Format

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