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 planning steps

Browse RFP templates

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Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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Process Manufacturing (ERP)

The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as order processing and production scheduling. ERP began as a term used to describe a sophisticated and integrated software system used for manufacturing. In its simplest sense, ERP systems create interactive environments designed to help companies manage and analyze the business processes associated with manufacturing goods, such as inventory control, order taking, accounting, and much more. Although this basic definition still holds true for ERP systems, today its definition is expanding. Today's leading ERP systems group all traditional company management functions (finance, sales, manufacturing, human resources) and include, with varying degrees of acceptance and skill, many solutions that were formerly considered peripheral (product data management (PDM), warehouse management, manufacturing execution system (MES), reporting, etc.). While during the last few years the functional perimeter of ERP systems began an expansion into its adjacent markets, such as supply chain management (SCM), customer relationship management (CRM), business intelligence/data warehousing, and e-Business, the focus of this knowledge base is mainly on the traditional ERP realms of finance, materials planning, and human resources. The old adage is "Such a beginning, such an end", and, consequently, many ERP systems' failures could be traced back to a bad software selection. The foundation of any ERP implementation must be a proper exercise of aligning customers' IT technology with their business strategy, and subsequent software selection. This is the perfect time to create the business case and energize the entire organization towards the vision sharing and a buy in, both being the Key Success Factors (KSFs). Yet, these steps are very often neglected despite the amount of expert literature and articles that emphasize their importance.    

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Documents related to » planning steps

10 Key Steps to Effective HR Succession Planning


Two forces are driving organizations to consider succession planning as a component of overall strategy: the aging workforce and a shortfall in labor skills. Both factors will only become more pressing as time goes on. That’s why succession planning requires a long-term strategic commitment rather than a short-term (and sometimes panic-driven) effort to fill vacancies as they occur.

planning steps  to Effective HR Succession Planning 10 Key Steps to Effective HR Succession Planning If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader.   If you ask 100 people about succession planning , you are likely to get 100 different responses about what it actually is and how their organization is handling it. Source : Halogen Software Resources Related to Effective HR Succession Planning : Planning (Wikipedia) 10 Key Steps to Effective HR Read More

Three Steps to Strategic Planning Excellence in Wholesale Distribution Companies


A strategic planning process is critical for distribution companies. Not unlike personal financial planning, distribution executives have to select the best investments needed now to create profitable growth in the future. If you fail to make the right commitments at the right time, you will miss opportunities and increase your risk. This paper outlines a set of core analytics customized for wholesaler distributors.

planning steps  Steps to Strategic Planning Excellence in Wholesale Distribution Companies A strategic planning process is critical for distribution companies. Not unlike personal financial planning, distribution executives have to select the best investments needed now to create profitable growth in the future. If you fail to make the right commitments at the right time, you will miss opportunities and increase your risk. This paper outlines a set of core analytics customized for wholesaler distributors. Read More

Reduce the Pain of ERP Upgrades with Better Planning


In the white paper reduce the pain of ERP upgrades with better planning, you'll learn how to create a successful upgrade plan, with steps for impl...

planning steps  ERP Upgrades with Better Planning , you''ll learn how to create a successful upgrade plan, with steps for implementation including: planning design development preparation for cut-over final go-live and production support Discover the steps to developing a long-term life cycle strategy and tactical plan for your upgrade projects. Better planning is the winning formula for avoiding unnecessary setbacks. Don''t upgrade blindly: download your copy of Reduce the Pain of ERP Upgrades with Better Planning today. Read More

4 Steps to Successful Succession Development Planning


So you’ve determined that you need to develop a succession planning strategy in anticipation of the retirement of key personnel. Now what? How do you identify and select the employees for development and who do you need to involve in the process? In her latest article, TEC human capital management (HCM) analyst Sherry Fox outlines key considerations and four essential steps to a successful succession planning initiative.

planning steps  to automate the succession planning process (see listing of vendors and solutions at the end of this article). Here are four steps your company can take to succeed at its succession planning initiative.   Step 1—Recruiting Top Talent: Identifying and Selecting As an organization, if you’re committed to finding the top talent, then you will. To this end, you need to start recruiting candidates (whether from within or outside of the organization) with skill sets that you plan to develop for key Read More

Why Selecting Enterprise Resource Planning (ERP) Software Is Like Planning Your Wedding


I never thought I’d ever make an analogy such as this, but as we head into spring (the season of change—and love in bloom), I figured, "what the heck"… When you really think about it, selecting ERP software does have many similarities to planning a wedding—right down to the uncertainty of whether or not you’ve chosen the right solution or, in the case of your wedding, partner to spend a

planning steps  you’re good to go! Planning for implementation Now that the negotiations are over and you''ve gotten executive approval, it’s time to get ready for the implementation. Think of this as “moving in together”. After all the time, effort—and money—spent on your software selection project, it’s time for the real test. How will it go? Will your new ERP solution work out? Do you feel you’ve chosen wisely? Installation and configuration (or migration) Setting up house as a newlywed can be lots of Read More

SAP Unveils Assortment Planning at NRF 2015


At the recent NRF 2015 conference, SAP announced plans to launch the SAP Assortment Planning for Retail application. The new application will leverage SAP HANA as well the new SAP Fiori user experience. The upcoming release will likely provide fierce competition to SAS, Teradata, Galleria, JustEnough Software, JDA Software, and others that have traditionally served SAP customers with their assortment planning leads.

planning steps  Unveils Assortment Planning at NRF 2015 At the recent NRF 2015 conference, SAP announced plans to launch the SAP Assortment Planning for Retail application to help retailers meet the challenge of offering compelling product assortments to keep consumers engaged. Limited by financial and space constraints, and having to take into account frequent changes in the marketplace, retailers must decide the right product assortment for a given period of time for each location, a challenging task that combines Read More

E2open Releases New Version of E2 Planning & Response


E2open, a provider of cloud-based solutions for collaborative planning and execution across global trading networks, has announced the availability of E2 Planning and Response version 11.2. These enhanced planning capabilities by icon-scm are now available via the cloud,

planning steps  New Version of E2 Planning & Response E2open, a provider of cloud-based solutions for collaborative planning and execution across global trading networks, has announced the availability of E2 Planning and Response version 11.2 . These enhanced planning capabilities by icon-scm, acquired by E2open last summer, are now available via the cloud, to further facilitate collaborative planning and execution across the E2open Business Network of trading partners.   The idea is to help businesses with complex Read More

10 Steps to Purchasing a Web Conferencing Solution


To help you out, here's a handy white paper called 10 steps to purchasing a web conferencing solution.

planning steps  Steps to Purchasing a Web Conferencing Solution So you''re interested in purchasing a Web conferencing solution. Good idea. Web conferencing can reduce your travel costs, and enable your organization to work more flexibly , efficiently , and productively . But before you choose the right one, it''s best to have a clear idea of your company''s needs. To help you out, here''s a handy white paper called 10 Steps to Purchasing a Web Conferencing Solution . It will help you through the process of determining Read More

Enterprise Resource Planning (ERP)


ERP software helps integrate management, staff, and equipment, combining all aspects of the business into one system in order to facilitate every element of the manufacturing process. ERP groups traditional company and management functions (such as accounting, human resources [HR], manufacturing management, and customer relationship management [CRM]) into a coherent whole. Manufacturing management also includes inventory, purchasing, and quality and sales management.

planning steps  Resource Planning (ERP) ERP software helps integrate management, staff, and equipment, combining all aspects of the business into one system in order to facilitate every element of the manufacturing process. ERP groups traditional company and management functions (such as accounting, human resources [HR], manufacturing management, and customer relationship management [CRM]) into a coherent whole. Manufacturing management also includes inventory, purchasing, and quality and sales management. Read More

Sales & Operations Planning: A Two-part Journey to a Bigger Bottom Line


This whitepaper demonstrates how you can positively impact your bottom line through improved sales and operations planning (S&OP), defined as "continuously balancing supply and demand, while connecting the impact of operational decisions to your financial plan." In this regard, S&OP cannot be talked about in isolation. It includes elements of demand planning, supply planning, and budgeting. Its purpose is to create the demand-supply balance essential to guiding operational decisions that have been evaluated against the financial context. Effectively executed, S&OP will deliver improved inventory turns and margins, leading to increased revenue, higher customer satisfaction, and better use of capital. Download to learn more today.

planning steps  improved sales and operations planning (S&OP), defined as continuously balancing supply and demand, while connecting the impact of operational decisions to your financial plan. In this regard, S&OP cannot be talked about in isolation. It includes elements of demand planning, supply planning, and budgeting. Its purpose is to create the demand-supply balance essential to guiding operational decisions that have been evaluated against the financial context. Effectively executed, S&OP will deliver improved Read More

Leverage ERP for Sales and Operations Planning


Sales and operations planning (S&OP) is a practical way to streamline manufacturing operations. With a disjointed view of your company’s departments, it’s impossible to make decisions about where to allocate resources or which parts of the company have excess capacity. S&OP helps fix this by delivering one set of numbers from one planning period to the next, and allows you to track your effort over time. Learn more.

planning steps  for Sales and Operations Planning Sales and operations planning (S&OP) is a practical way to streamline manufacturing operations. With a disjointed view of your company’s departments, it’s impossible to make decisions about where to allocate resources or which parts of the company have excess capacity. S&OP helps fix this by delivering one set of numbers from one planning period to the next, and allows you to track your effort over time. Learn more. Read More

Vox Populi: How Do You See The Future of Succession Planning?


Succession planning is about finding employees that can someday replace others who retire or decide to leave the company. In my opinion, there are two major factors that will have a great impact on the future of succession planning: the aging population; and rapidly-evolving technology.The Aging Population While listening to interviews from the Metropolitan Opera, I realized that

planning steps  of Succession Planning? Succession planning is about finding employees that can someday replace others who retire or decide to leave the company. In my opinion, there are two major factors that will have a great impact on the future of succession planning: the aging population; and rapidly-evolving technology. The Aging Population While listening to interviews from the Metropolitan Opera, I realized that many of those involved (sopranos, conductors, etc.,) only made their debut when the headlining act or Read More

Workforce Planning: The Key to Talent Management Driving Business Objectives


Workforce planning allows an organization to determine if it has the right capability to deliver on business objectives, and enables it to maximize return on talent investments. By deploying a structured workforce planning process, organizations gain new insights and metrics about present and future workforce gaps. This will transform the talent management approach from reactive to proactive.

planning steps  Driving Business Objectives Workforce planning allows an organization to determine if it has the right capability to deliver on business objectives, and enables it to maximize return on talent investments. By deploying a structured workforce planning process, organizations gain new insights and metrics about present and future workforce gaps. This will transform the talent management approach from reactive to proactive. Read More

Financial Forecasting & Planning Summit - September 23/24, Mexico


Financial Forecasting & Planning Summit – September 23/24, Mexico. Don't miss out onrevolutionary trends shaping your industry at the Financial For...

planning steps  Forecasting & Planning Summit - September 23/24, Mexico Don''t miss out on revolutionary trends shaping your industry at the Financial Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you''ll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting & Planning in your company, and develop an approach to a single repeatable Read More

A Veteran Enterprise Resource Planning Vendor Makes a SaaS-y Statement


Glovia International has launched the first full-fledged and versatile, manufacturing-oriented solution that is an on-demand, enterprise resource planning software-as-a-service application. Its solution is good news for small and medium businesses in more ways than one.

planning steps  Veteran Enterprise Resource Planning Vendor Makes a SaaS-y Statement The first complete and flexible, enterprise resource planning (ERP), software-as-a-service (SaaS) solution that is geared to manufacturers has been unveiled by a veteran vendor that, despite its long history as a software solutions provider, has not received its due recognition. The vendor maintains a conservative marketing approach, which is likely the cause of its low-key presence in the global enterprise applications market. The fact Read More