Roles

Demand Planner

a manufacturing professional who forecasts customer demand and turns it into the plans and schedules that drive production and purchasing

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Your job, minus the screen work

You run the monthly S&OP cycle, prepare the plan executives approve, and turn approved volumes into a master schedule by item and week. Most of the month goes to gathering inputs from customers, sales and the ERP.

Where your week goes

  1. Downloading forecasts from each customer portal and pasting them into a workbook
  2. Chasing sales for input sheets that were due Friday
  3. Rebuilding pivot tables when a product mapping changes
  4. Calculating last month's forecast error by hand
  5. Assembling the packet the night before the meeting
  6. Keying master schedule changes item by item

What an agent takes over

  1. S

    Forecast gathering

    downloads and consolidates customer forecasts, and lists any sources that are stale.

  2. &

    S&OP packet

    assembles and reconciles the packet on the calendar's schedule.

  3. O

    Executive approval

    records decisions on the review screen so plan status is never ambiguous.

  4. P

    Master schedule

    turns approved volumes into a change list sorted by time-fence zone and posts it once approved.

What stays with you

  • Forecast judgment: new products, lost customers, market signals

  • Running the consensus meeting and challenging sales bias

  • Framing scenarios for executives

  • Presenting and defending the plan

Apps you already juggle

Your ERP, customer portals, supplier portals, BI, Excel, SharePoint, Teams and Outlook.

  • ERP
  • customer portals
  • supplier portals
  • BI
  • Excel
  • SharePoint
  • Teams
  • Outlook

A week, before and after

Before

  • Paste forecasts from every portal
  • Build the packet slide by slide the night before
  • Type executive decisions from notes into an email

After

  • Open a consolidated demand view with stale sources listed
  • Receive a packet already reconciled
  • Approve a master schedule change list by time-fence zone

See every workflow for your role

See every planning workflow an agent can support for demand planners.

Demand Planner workflow catalog 30 manufacturing

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