Connected Planning: A Playbook for Agile Decision Making

ISBN-13: 9781119485803 / Angielski / Twarda / 2021 / 224 str.

Ron Dimon

Spis treści

Foreword: Christopher Neck xiForeword from the First Edition: Gebhard Rainer xiiPreface xvAcknowledgments xxiiiChapter 1 What's Broken and What's Possible? 1Strategy-Execution Gap 1Buckets of Pain 5Impact 6Notes 7Chapter 2 Connected Planning 9Chapter 3 A Planning Operating System 13Context 14Impact 15Responsibility 15The Planning Operating System 16Macro and Micro 25The Middle 26Summary 27Notes 28Chapter 4 Debate: What Can We Do and What Should We Do? 29People 31The Process 33Scenarios 35Resilience 38Drivers: What Moves the Needle? 39Debate Management 41Enabling Technologies 44Potential Quick Wins 44Summary 45Note 46Chapter 5 Commit: Who Will Deliver What, by When? 47Accountability 50Gaming the System 53Enterprise Planning and Forecasting 54Enabling Technologies 58Ingredients for Your EPM Roadmap 58Potential Quick Wins 58Summary 59Notes 60Chapter 6 Visualize: Where Are We, Right Now? 61Management by Exception 63Your Point of View 65Information Qualities 68Information Delivery 70Management and Statutory Reporting 74Sustainability Reporting 77Enabling Technologies 81Rationalization 83Potential Quick Wins 83Summary 84Notes 84Chapter 7 Understand: Why Did We Get the Results We Got? 85Business Questions 86Patterns and New Insights 90Big Data and Predictive Analytics 99Data Visualization 101Enabling Technologies 102Components for Your Connected Planning Roadmap 102Potential Quick Wins 103Summary 104Notes 104Chapter 8 Execute: From Insights to Actions to Results 105The 10-Step Insight Process 105Everything Is Connected 108Sales Performance Management 110Sales Operations Performance 111Order-to-Cash Performance Management 113Supply Chain Performance Management 115Marketing Performance Management 121Summary 124Notes 126Chapter 9 Strategy: Everyone Aligned to the Right Outcomes 127The Language of Strategy 127Functional Value Maps 128Optics: Line of Sight 130Metrics Equal Focus 132Profitability 134Strategic Flexibility 135Closing the Gap 136Summary 138Notes 138Chapter 10 Digital Planning 139Cloud Computing 140Blockchain 141Robotic Process Automation 142Cognitive Technologies 143Predictive Analytics 145Cybersecurity 146Notes 147Chapter 11 Bringing It All Together 149Alignment 150A Common Business Language 157Maturity Is in the Arrows 159Return on Investment and Total Cost of Ownership 162Standard Architecture 164Your Connected Planning Roadmap 166Organizational Readiness: The Connected Planning Center of Excellence 169Paralyzed by Feuds? 170Connected Planning and Incentive Plans 171How Do You Get Started? 172Summary 173Notes 176Appendix: An EPM maturity model 177Bibliography 183About the author 187Index 189

O autorze

Ron Dimon is a Managing Director of Analytics and Information Management at Deloitte. He has been helping clients get value out of their reporting, analytics, modeling and planning processes and technology investments for more than 30 years. Prior to joining Deloitte, Dimon was a partner (advisory services) at Checkpioiont Consulting; senior principal (process transformation) Infosys Consulting; vice president (strategic consulting) The Business Foundation; and senior director (Office of Strategy) at Hyperion.