Redwood: Manage Planning Cycles Using a New User Experience

Welcome to the demo of the update 25B Redwood Manage Planning Cycles Using a new User Experience and Supply Chain Planning, Sales, and Operations Planning. With this feature, you can use the Redwood user experience to orchestrate and manage sales and operations planning cycles. You can define, organize, and launch a best practice process to align the enterprise.

A planning cycle uses a standard sequence of activities for product demand, supply, financial, and executive reviews as a systematic approach to identify and resolve financial and operational plan performance gaps. The Redwood user experience results in enhanced planner productivity to drive accountability and reach stakeholder consensus across your organization.

This demo shows you how the Redwood user experience allows you to manage sales and operations planning cycles to identify and resolve planned performance gaps to enhance your business. We start in an open sales and operations plan and the supply chain planning work area. We navigate to Actions and select planning cycles.

This opens the Redwood planning cycles page in a new browser tab. Create a new planning cycle by clicking the Create icon. A guided process is used to define a planning cycle and consists of four steps general, stages, participants, and activities and tasks. The general step is used to specify the name, description, start date, end date, owner, and plans to associate with the planning cycle.

Plans are used for links from activities and tasks to open a plan with the associated page group context. Supported plan types include demand plans, demand and supply plans, replenishment plans, sales and operations plans, and supply plans. The planning lifecycle template field is used to migrate a planning cycle to Redwood. Both pre-Redwood and Redwood planning cycles are available in the list of values for this field.

To migrate the content of a pre-Redwood planning cycle, select the corresponding pre-Redwood planning lifecycle template name. After completing the required fields, we continued to the next step. The stages step is used to specify the stage names and sequence them in the planning cycle. We continue to the next step. The participant step is used to specify the process stakeholders in each planning cycle stage.

To edit participants for a planning cycle stage, click Edit Participants. A drawer displays participants can be used to search for and select participants in a stage. Use more actions to toggle between show selected and show all to update participants in a stage. We can search by name or business title and select participants. Click Update to apply the changes.

Continue to the next step after editing participants for other planning cycle stages. The final step activities and tasks, is used to specify the recurring activities and tasks in each planning cycle stage. The activities and tasks from the pre-Redwood planning lifecycle template used to create this new planning cycle are displayed automatically. We can create activities and create tasks within these activities, and can also edit them.

To create a task, we select an activity row and select Create Task. A draw is displayed to create the task title, assignee, owner, offset dates from the start of the planning cycle, and add a link to a page group. Page group consists of one or more pages for plan analysis. Each page appears as a tab and may include one or more visualizations such as pivot tables and graphs.

Links from activities and tasks use the plans associated with the planning cycle to open a plan with page group context. Click Create. Create the new planning cycle by clicking Create to complete the guided process. The planning cycle displays in the Redwood planning cycles page. Then we return to the open sales and operations plan. We open a planning cycle by selecting from the list of values in the supply chain planning work area plan selector.

The planning cycle opens in the default layout in the work area. This page group contains an overview page and a stages page. The work list visualization displays at the top of the overview page. The work list table displays activities and tasks across stages, with the ability to search and filter by type, stage, or assignee to efficiently locate planning cycle tasks.

The timeline visualization is found by scrolling down the overview page. We can visualize the timeline for activities and tasks within the planning cycle, and search and filter by type, stage, or assignee to focus on specific tasks. Click View Participants. View participants opens a drawer that displays planning cycle participants. You can choose to view participants for all stages or filter for specific stage.

We close the drawer and then select the stages page. The stages visualization displays activities and tasks at the top of the page, and action and decision items below. Stages maps the planning cycle stages to tabs. Click on the financial reconciliation tab. Use links to open a plan with page group context. To perform a task, click the link. Clicking on the link opens a drawer to select a plan. We select the alternative SOP Demo Plan increased demand.

The selected plan opens in a new browser tab with the page group context. We return to the planning cycle to update the task. Select the task and click Edit. We change task status to completed and click Update. The task status now displays as completed in the table, and the planning cycle status displays as in-progress at the top of the page. We scroll down the page to action and decision items.

You can assign action items during the review process, with each action, including an owner, assignee, due date, and status. Action items may also contain a link to relevant plan and page group for task execution. Decision items consist of recommendations and alternatives to be discussed during review meetings. If a decision requires more approvals, you can escalate a decision item by pushing it out to a later stage.

Click Create Decision. We add decision item details in the drawer to recommend approving the alternative plan to resolve the financial gap between the operating plan, and the financial target. Click Create. The decision item displays in the table. In the supply chain planning work area, we can edit a page layout in an open planning cycle. First, we click to open the pages drawer.

We can either edit an existing page or create a new page. We click Create Page to create a new page named actions and decisions, and then click Edit Page Layout. We can drag and drop planning cycle visualizations from the content library on the page. These visualizations include action and decision items, activities, and tasks, stages, timeline, and work list.

After adding one or more visualizations to the page, we click Save. The new page displays in the planning cycle. This is how the Redwood user experience allows you to manage sales and operations planning cycles to identify and resolve planned performance gaps to enhance your business. This concludes this presentation. Thank you for listening.