Unlocking the power of Sales & Operations Planning (S&OP)

In today’s dynamic and often unpredictable market landscape, effective business planning is no longer a luxury – it’s a necessity. Enter Sales and Operations Planning (S&OP): a structured, integrated business management process that aligns demand, supply, and financial planning to help businesses make smarter, more agile decisions.

What is S&OP?

At its core, S&OP is about creating a shared understanding across departments – Sales, Operations, Finance, and beyond – to ensure production, inventory, and sales efforts are aligned with both customer demand and business goals.

The process includes:

  • Updated forecasts
  • Sales, production, and inventory plans
  • Customer lead time/backlog projections
  • New product development timelines
  • Strategic initiatives
  • A resulting financial plan

Depending on the context – such as short product life cycles or volatile demand – the frequency and scope of S&OP can vary. But when done well, it becomes a powerful enabler of effective supply chain management.

Common challenges in S&OP

Despite its benefits, many organisations struggle to realise the full value of S&OP due to:

  • Disconnected planning systems that delay decision-making
  • Fragmented processes where sales, finance, and product development strategies aren’t aligned
  • Limited scenario planning capabilities that restrict flexibility
  • Inability to respond quickly to supply chain disruptions

Enablers of effective S&OP

Technology and integration are key. Modern S&OP platforms can:

  • Align decision-making across departments via a single, collaborative platform
  • Increase service levels and forecast accuracy through customer and supplier collaboration
  • Boost productivity through flexible modelling and improved processes

Delivering business value with S&OP

An effective S&OP process doesn’t just streamline operations – it creates a competitive advantage. Companies can:

  • Maximise market opportunities and profitability
  • Improve customer satisfaction while minimising risk
  • Simulate risks and opportunities to make better strategic choices, even in turbulent conditions

Using Anaplan for S&OP

At Zooss, we use Anaplan‘s powerful Connected Planning platform – along with our own six step approach to S&OP – to deliver higher service levels, lower risk, and better outcomes for business. Dive into our slides to find out more…

Find out how we use data analytics to deliver better business planning and reporting for our customers:

Better Planning. Better Planet.