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Sales & Operations Planning -- The How-To Handbook
 
 
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Sales & Operations Planning -- The How-To Handbook [Paperback]

Thomas F. Wallace (Author)
4.3 out of 5 stars  See all reviews (10 customer reviews)


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Book Description

0967488400 978-0967488400 November 1, 1999
Sales and Operations is a powerful business process that integrates Sales & Marketing, Operations, Product Development, and Finance. Tom Wallace describes how it works and lays out a detailed plan for making it happen. This valuable handbook covers all aspects of a successful implementation, from the composition of the Executive S&OP team to the nitty-gritty of S&OP spreadsheet design.

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Editorial Reviews

About the Author

Tom Wallace has been involved with a substantial number of companies successfully implementing Sales & Operations Planning. He knows how to do it, and avoid the pitfalls. An author, educator and consultant, Tom serves as a Distinguished Fellow of the Ohio State University’s Center for Excellence in Manufacturing Management.

Product Details

  • Paperback: 151 pages
  • Publisher: T F Wallace & Co (November 1, 1999)
  • Language: English
  • ISBN-10: 0967488400
  • ISBN-13: 978-0967488400
  • Product Dimensions: 10.8 x 8.2 x 0.6 inches
  • Shipping Weight: 1.1 pounds
  • Average Customer Review: 4.3 out of 5 stars  See all reviews (10 customer reviews)
  • Amazon Best Sellers Rank: #566,862 in Books (See Top 100 in Books)

 

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Average Customer Review
4.3 out of 5 stars (10 customer reviews)
 
 
 
 
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4 of 4 people found the following review helpful:
5.0 out of 5 stars Straight forward S&O Planning, April 10, 2007
I bought this book a few years ago and it was very helpfull to create an own approach for the business I'm in. It is my personal oppinion, that the topic about balancing demand and supply within a company is underestimated. There are many conflicts in companies but the one between Sales and Production is one of the most important to be solved. I'm coming from the market/strategy and operations side of a company and the book was very helpfull in explaining step-by-step the importance of a minimal planning tool based on stock, production quote and actual/ forecasted sales. Even though forecasting is always "wrong", there are certain things upstream the production line that must be planned in advance.

The author distinguishes between make-to-stock as well as make-to-order companies (or even a mix is possible although not described). Simple examples help to install a simple planning tool, bringing especially the Sales people on the round table is naturally up to you. Continuos improvement of a simple Sales & Operations Planning tool will not only improve scheduling at your operations but give your Sales people an advantage as well: first of all you can measure and improve your on-time-delivery performance and second your Sales people might even get the chance for a simple tool, quoting lead times better during the the request for quotes.

S&O Planing is especially a strong help, when your company has a robust job scheduling policy for triggering when orders are released to a line (CONWIP-release, material availability condition etc.). Forecasting methods are not described in this book and can be found mainly in Operations books (as factory physics etc.). Although it is not the aim of this book to provide information about forecasting and methods, I strongly recommend to spend some times about supply chain management and to learn about the basic flaws of forecasting as bullwhip-effects and other pitfals leading to a bad performance when applying S&O Planning. The farer your forecasts reach, the worse any prediction will be - so reducing operational and office lead-time goes hand in hand with any succesfull S&O Planning.

Best Regards,
Oliver
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1 of 1 people found the following review helpful:
2.0 out of 5 stars Not such a great book...., October 24, 2010
Amazon Verified Purchase(What's this?)
Expected a lot more strategic information out of this book.
The book does not have the 'exectuive level strategy' information that is expected from it.
Also, it is highly focused on Supply instead of an enterprise wide distribution to all functions.

I have read better Sales & Operations Planning books.
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1 of 1 people found the following review helpful:
5.0 out of 5 stars T. F. Wallace Series Books, January 24, 2007
By 
Ronald J. Fardell (Bloomfield, Michigan, USA) - See all my reviews
(REAL NAME)   
This is a simply, yet comprehensive guide to implementing a foundational lean leadership tool. Mr. Wallace takes you through the S&OP process, which aligns the organization on the demand, supply and operating plans. Mr. Wallace captures the essence of Materials Management as a core competency and illustrates how the entire organization plays a role in a lean environment. I highly recommend this series of books for lean practitioners, executives, and materials professionals. I have purchased several copies and distributed them through out our organization

Ronald Fardell
Corporate Lean Director
Textron Corporation
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Inside This Book (learn more)
First Sentence:
Let's eavesdrop on an executive staff meeting at the Acme Widget Company. Read the first page
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
target line fill, target customer service level, customer order backlog, aligned resources, operations planning process, pilot family, implementation path, matrix resources, new forecast, stockkeeping unit, master scheduler, master scheduling, executive champion, master production schedule, initial briefing, time fences, order backlogs, product families, customer service levels
Key Phrases - Capitalized Phrases (CAPs): (learn more)
Operations Planning, Acme Widget, Supply Planning, Rough-cut Capacity Planning, Demand Manager, Master Schedule, Medium Consumer Widgets, Medium Widgets, Materials Manager, Consumer Division
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