Process and roles

Your planning rhythm, designed by role.

Horizon designs the daily, weekly and monthly planning rhythm for every role, makes clear who owns each step, and turns it into live workflows and reminders. It recommends which steps to automate and tracks whether the process is actually being followed.

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DayWeekMonth
Live workflow
Example · weekly demand planning rhythm
Mon
Data pickupAutomated
Tue
Forecast generationAutomated
Wed
Review by demand plannerIn progress
Thu
Consensus with salesReminder sent
Fri
Approval by head of planningDue Friday
Steps done on time this month92%
3blueprints

day-in-life, weekly and monthly, built per role

DayWeekMonth
5responsibilities

input, review, decision, approval and execution, for every step

InputReviewDecideApproveExecute
Live

workflows and reminders, with adoption tracked

RemindAutomateTrack
Demand plannerSalesSupply plannerHead of planningHorizonData pickupReviewExecuteForecast generationReviewExecuteReviewReviewInputDecisionDecideInputInputApprovalApproveExecutionExecuteExecuteIllustrative example · one owner for every step, set per role in the blueprint
Rolesone owner per step
Data pickupExecute: Horizon, Review: Demand planner
Forecast generationExecute: Horizon, Review: Demand planner
ReviewReview: Demand planner, Input: Sales
DecisionDecide: Demand planner, Input: Sales, Input: Supply planner
ApprovalApprove: Head of planning
ExecutionExecute: Supply planner, Execute: Horizon

What you can do

A process people actually follow.

Blueprints by role

Day-in-life, weekly and monthly blueprints

  • Horizon builds day-in-life, weekly and monthly blueprints by role, covering data pickup, forecast generation and review.
  • Each blueprint clarifies who owns input, review, decision, approval and execution for every step.
  • Blueprints turn into live workflows and reminders.
Blueprint · demand planner
Example · day-in-life
DayWeekMonth08:30Today’s ranked alertsOwner: demand planner09:00Review forecast exceptionsOwner: demand planner · input: sales11:00Adjust and commentOwner: demand planner15:00Approve proposals within limitsApprover: head of planningBlueprint live · reminders sent to each step owner

Automation suggestions

Which steps to automate, and which stay with people

  • Horizon recommends which steps to automate.
  • Within agreed boundaries Horizon acts on its own. People own the large calls.
  • Every decision logged with owner and reasoning.
Automation suggestions
Example
STEPSUGGESTIONData pickup from the ERPDaily · manual todayAutomateForecast generationWeeklyAutomatedSmall forecast adjustmentsWeekly · within agreed limitsAutomateMonthly consensus and approvalMonthlyStays with peopleWithin agreed boundaries · people own the large calls

Adoption tracking

Is the process actually being followed?

  • Horizon tracks whether the process is actually being followed.
  • Late or skipped steps show up per role, before they become a problem.
  • Reminders go to the step owner when a step is due.
Adoption · last 6 weeks
Example
STEPS DONE ON TIME71%W1076%W1182%W1285%W1390%W1492%W15Demand planner96%On trackSales78%2 reviews late · reminder sentSupply planner91%On track

Learn more

Learn more about process and roles.

What is demand planning?Running S&OP that drives decisionsS&OPDemand planning

FAQ

Process and roles, answered.

What is a demand planning process design?

It is the agreed rhythm of who does what and when: the daily, weekly and monthly steps from data pickup and forecast generation to review, decision and approval.

What does a role blueprint contain?

Horizon builds day-in-life, weekly and monthly blueprints by role. Each one clarifies who owns input, review, decision, approval and execution for every step.

Does Horizon automate steps?

Horizon recommends which steps to automate. Within agreed boundaries it acts on its own; people own the large calls, and every decision is logged with owner and reasoning.

How do we know the process is followed?

Horizon turns the blueprints into live workflows and reminders, and tracks whether the process is actually being followed.

How does this connect to S&OP?

The monthly blueprint feeds the S&OP cycle, so demand review, supply review, pre-S&OP and the executive meeting run on the same plan and the same roles.

How fast can we start?

Start with Horizon Instant: your ERP connected and real demand planning on your own data, up and running in less than 24 hours.

Design your planning rhythm on your own data.

Horizon Instant: up and running in less than 24 hours.

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