PRM007 Integrating your Demand Forecasting with Trade Promotions. Michael Schager

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1 PRM007 Integrating your Demand Forecasting with Trade Promotions Michael Schager

2 JDA Trade Promotion Management Trade Spending Analysis Forecasting Tool Funds Management Reconcile promotions / Auth. Payment Deduction Resolution 50 different reports to view trade spending 2

3 Closed Loop Solution Event Analysis Annual Operating Plans Demand Forecast (JDA Demand) Trade Promotions Management Funds Management Reconciliation / Settlements Approvals & Execution Account Level Plans 3

4 Integration Overview Forecasts aggregated to plan to levels within Trade Promotion Management Demand Forecast Unit (DFU) SKU/Loc / / / / / / / / /121 Trade Promotions Mgt Account/Pack Account/Pack Kroger Chicago/9880 Kroger St Louis/7665 Meijer Grd Rpds/7787 Meijer Grd Rpds/9887 Bashas Phx/5543 4

937664/117 488949/117 847766/121 098837/121 Trade Promotions Mgt Account/Pack Account/Pack

5 Weekly Forecast Module Ability to determine the proper mix for Demand Planning TPM has UPC / item level forecasting data which allows lift to be brought into Demand 5

6 TPM Forecasting Types 1) Shipments 2) Warehouse Withdrawal 3) Consumption 6

7 Funds Module Establish Top Down, Accrual, and/or Hybrid Trade Funding Models Real time tracking of trade funds across your Sales Organization Fully integrated with Account Planning and Payment Modules as well as your Enterprise ERP Solution 7

across your Sales Organization Fully integrated with Account

8 Funds Module Able to toggle between Projected and Actual Budget. 8

9 Funds Module View promotion funding at account level 9

10 Funds Checkbooks 10

11 Funds Checkbooks 11

12 Planner XL The Heart of an Effective TPM Process is the Account Planning and Execution Tool Planner XL is a Fully Integrated MS Excel Workbook with Consumer Goods KPIs Forecasting, Planning, and Evaluation Linked to Financial Checkbooks including Live Accruals, ERP for Actual Data, Syndicated Data, Demand Planning, etc. 12

Goods KPIs Forecasting, Planning, and Evaluation Linked to Financial Checkbooks

13 Planner XL Excel = Greater User Acceptance = More Reliable Data JDA Business Logic coupled with rich MS Excel Functionality Standardized Promotional Process yet still User Configurable 13

14 Planner XL Sales users able to enter Forecast Shipment Data 14

15 Planner XL Key Performance Indicators: Your Measures with your Definitions Quotas, Spends, Shipment Forecasts, Profitability, Retailer Margin, Actual Data By Promotion and by Plan Live Measures Actual Data to Date plus Forecast Data Forward 15

Profitability, Retailer Margin, Actual Data By Promotion and

16 Analytics and Reporting 16

17 Payment Authorization TPM s Settlements Module is where users can request payment to trade accounts. Reconcile promotions, modify and track changes to promotions. 17

18 Payment Authorization Settlements allows users to Authorize payment and view invoices. 18

19 Payment Authorization Verify promoted volume, accruals, and payments, cash postings. Claims management 19

20 Deduction Management Tracking accruals visibility to accruals and payments. 20

21 Deduction Management Ability to clear deductions against multiple promotions simultaneously 21

22 Summary TPM Advantages Base configuration Ready to Implement Easy to upgrade TPM Approvals by users or hierarchy Thresholds by dollar amount in Planner XL and Settlements TPM integration with Demand allows customers to better manage their volume TPM out of the box ready to integrate with Demand TPM customers able to integrate with other customer systems 22

23 Thank you. Please remember to submit your survey. PRM007

Flintfox Trade Relationship Management (TRM)

Flintfox Trade Relationship Management (TRM) An Integrated Customer Relationship and Trade Promotion Management Solution for Consumer Goods Flintfox TRM transforms the complex challenges associated with