Connected Planning (eBook)

RON DIMON has over thirty years of experience in helping clients get value out of their reporting, analytics, modeling, and planning processes and technology investments. A former Deloitte Managing Director, Ron has served organizations including Google, Microsoft, Oracle, ADM, Hyatt, Kraft Heinz, GE, Cisco, Manulife, the U.S. Navy, and many others.

Foreword: Christopher Neck xi

Foreword from the First Edition: Gebhard Rainer xii

Preface xv

Acknowledgments xxiii

Chapter 1 What's Broken and What's Possible? 1

Strategy-Execution Gap 1

Buckets of Pain 5

Impact 6

Notes 7

Chapter 2 Connected Planning 9

Chapter 3 A Planning Operating System 13

Context 14

Impact 15

Responsibility 15

The Planning Operating System 16

Macro and Micro 25

The Middle 26

Summary 27

Notes 28

Chapter 4 Debate: What Can We Do and What Should We Do? 29

People 31

The Process 33

Scenarios 35

Resilience 38

Drivers: What Moves the Needle? 39

Debate Management 41

Enabling Technologies 44

Potential Quick Wins 44

Summary 45

Note 46

Chapter 5 Commit: Who Will Deliver What, by When? 47

Accountability 50

Gaming the System 53

Enterprise Planning and Forecasting 54

Enabling Technologies 58

Ingredients for Your EPM Roadmap 58

Potential Quick Wins 58

Summary 59

Notes 60

Chapter 6 Visualize: Where Are We, Right Now? 61

Management by Exception 63

Your Point of View 65

Information Qualities 68

Information Delivery 70

Management and Statutory Reporting 74

Sustainability Reporting 77

Enabling Technologies 81

Rationalization 83

Potential Quick Wins 83

Summary 84

Notes 84

Chapter 7 Understand: Why Did We Get the Results We Got? 85

Business Questions 86

Patterns and New Insights 90

Big Data and Predictive Analytics 99

Data Visualization 101

Enabling Technologies 102

Components for Your Connected Planning Roadmap 102

Potential Quick Wins 103

Summary 104

Notes 104

Chapter 8 Execute: From Insights to Actions to Results 105

The 10-Step Insight Process 105

Everything Is Connected 108

Sales Performance Management 110

Sales Operations Performance 111

Order-to-Cash Performance Management 113

Supply Chain Performance Management 115

Marketing Performance Management 121

Summary 124

Notes 126

Chapter 9 Strategy: Everyone Aligned to the Right Outcomes 127

The Language of Strategy 127

Functional Value Maps 128

Optics: Line of Sight 130

Metrics Equal Focus 132

Profitability 134

Strategic Flexibility 135

Closing the Gap 136

Summary 138

Notes 138

Chapter 10 Digital Planning 139

Cloud Computing 140

Blockchain 141

Robotic Process Automation 142

Cognitive Technologies 143

Predictive Analytics 145

Cybersecurity 146

Notes 147

Chapter 11 Bringing It All Together 149

Alignment 150

A Common Business Language 157

Maturity Is in the Arrows 159

Return on Investment and Total Cost of Ownership 162

Standard Architecture 164

Your Connected Planning Roadmap 166

Organizational Readiness: The Connected Planning Center of Excellence 169

Paralyzed by Feuds? 170

Connected Planning and Incentive Plans 171

How Do You Get Started? 172

Summary 173

Notes 176

Appendix: An EPM maturity model 177

Bibliography 183

About the author 187

Index 189