Scorecard Concept Description

Global Scorecard.net

Guide to ECR concepts

Demand Management

Supply Management

Concepts

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Integrators

I1. Collaborative Planning and Forecasting

	Score	0	1	2	3	4
Concepts	General Meaning	Nothing Planned	Plans agreed but have not yet started implementation	Pilot tests being conducted	Roll out of implementation started	Fully Implemented
Collaborative Planning	Creating jointly agreed business and operational plans plans, incorporating agreed-to projections for future consumer demand, sales and events and with identified activities and resources required to deliver those plans.	No joint planning. Single company, departmental plans exist.	A limited number of organisation departments or activities exchanging plans between partners. Internally aligned plans exist.	Plans that are exchanged are combined to form a jointly agreed single plan. Occasional joint review of the plan takes place.	Agreed joint collaborative plans exist across all processes for some key trading partners. Some incorporation of other supply chain intermediaries or partners is made in those plans.	Agreed joint collaborative plans exist across all processes for all key trading partners or trade channels. These incorporate an end to end supply chain perspective. Plans are frequently reviewed and updated jointly.
Collaborative Forecasting	Common forecasting tools and processes are defined and implemented in order to accurately predict anticipated levels and timing of consumer demand adjusted for promotions and other events.	Unreconciled multiple internal forecasts.	Internally driven channel, trading partner, category or product specific forecasts.	Raw data is exchanged between trading partners and is actively incorporated in forecasts. Processes exist to convert sales forecasts into order forecasts. Accuracy of forecasts is measured.	Joint review of data resulting in one agreed demand forecast which is continuously updated for performance and accuracy.	Full collaborative forecasting, continuously updated through the use of alert management techniques. Routine forecasts are automated enabling a focus on joint event management.

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