Demand planning and S&OP training for your team, with your own data
A generic course teaches the theory; the team comes back on Monday to the same Excel. Our workshops work on your catalog, your forecast and your cycle, so what is learned is applied in the next planning month.
- For teams of 4 to 15 people
- Exercises with your real data
- Online or on site, ES / EN / PT
- Materials and templates you keep
Programs
Demand forecasting in practice
Two sessions. Demand classification, forecasting methods (smoothing, ARIMA, Croston, ML) and when to use each, error measurement (WAPE, bias), aggregation level. Exercise: forecast your own catalog and measure.
S&OP: from forecast to decision
Three sessions. The five-step cycle, roles, calendar, materials for each meeting, KPIs, S&OP vs IBP. Exercise: simulate a full cycle with your company's data and a real executive meeting.
Inventory and replenishment policy
Two sessions. Safety stock, reorder point, service level by ABC/XYZ class, coverage, intermittent demand. Exercise: recompute the safety stock of your A items.
Planning KPIs and dashboards
One session. What to measure, with which formula, at which level and lag; how to read an accuracy and inventory dashboard and what to do with what it says.
ForecastSolve for planners
One session. Loading data, classifying, running the model tournament, adjusting and closing a cycle in ForecastSolve. For customers of the tool only.
Tailored
We combine modules according to the team: planners, sales managers who adjust the forecast, purchasing that consumes the plan, leadership that approves it.
How it works
Short diagnosis
A call with the team lead and a data extract. We define which modules, for whom, and prepare the exercises with your catalog.
Working sessions
Two to three hours each, online or on site. Little theory, lots of exercise: each concept is applied to your items in the same session.
Homework between sessions
Each participant applies what was covered to their slice of the catalog or process and brings it to the next session.
Wrap-up and materials
Templates, KPI definitions and a list of concrete changes to the process, with owner and date. Follow-up session after 30 days.
Who it is for
- Planning teams that forecast in Excel and want method: which model, which level, how to measure.
- Sales and marketing managers who take part in the S&OP cycle and need to understand what is asked of them and how to adjust a forecast with evidence.
- Purchasing, production and logistics that consume the demand plan and have to translate it into inventory and capacity.
- Companies about to implement S&OP or planning software that want the team to arrive with clear vocabulary and concepts.
Frequently asked questions
Is it an open course or only for companies?
Today we work with teams from the same company, because the exercises use their real data. If you are interested in an open edition for individual planners, write to us and we will let you know when we schedule one.
What do I need for the sessions with real data?
A monthly sales extract by item for the last 24 months and the item master. We prepare it for the exercises; the data does not leave the workshop.
How long does it take?
It depends on the modules. A typical program for a planning team is four to six sessions spread over three to four weeks, so there is time to apply between sessions.
Is there a certificate?
We issue a DataSolve certificate of participation listing the modules completed. It is not an external certification.
In which languages?
Spanish, English and Portuguese. Materials are available in all three.
Does your team need method, not another talk?
Tell us who would take part and what they do today. We will send a program with modules, duration and exercises on your data.
Request the program →