Achieve Agility in Planning.
Maximize Profitability
Prioritize your demand based on Margin. OptimalBalance tracks all direct and in-direct costs to determine which orders we should take and which ones should be backordered.
Increase Revenue
If your company is in a growth stage, then your physical capacity would be the limits in taking orders. Set thresholds for even negative margins to growth.
Utilize Capacity
Every business want to utilize all its resource to maximum capacity. By identifying under utilization your marketing team can plan on promotions to increase sales during the dip periods.
Optimize Inventory
Carrying too much inventory would require more operating cost. OptimalBalance will recommend procurements based on dependent demand plus the buffer you setup.
Right Sourcing Strategy
Sourcing it from the supplier will ensure raw material are flowing correctly to support production. Classify your supplier with certain quality ratings to balance cost versus quality.
Finance Driven Planning
Set your Time Phased Margin Targets. Prioritize your Demand.
Finance can set the margin targets for different periods differently. OptimalBalance will prioritize orders based on the setup
Define your resource cost. Drive your capacity utilization.
Setting up resources cost will drive supply selection and resource utilization. You may have different plant with different manufacturing cost
Foresee your revenue and profit margin.
OptimalBalance comes with financials reports for executing period, planning period and extended forecasting period.
Establish S&OP Process
- Demand Review
- Supply Review
- Product Portfolio Review
- Supply Demand Balancing Loopback
- Executive Review
Scenario Planning. Endless Possibilities.
Modify any variable
OptimalBalance allows to change any variable on both Supply and Balance side and get instead model output. This allows you to collaboratively work with your terms, make changes and see what orders are picked up and what gets dropped. What supply lines are leveraged.
Instant Model Output
OptimalBalance will get results instantly, thanks to memory based database engine at the backend. All the changes you make will be on Scenario plan. You will be able to see both your base plan and scenario plan side-by-side.
Compare Plans
OptimalBalance allows you create any number of scenarios. You can make any plan as your base plan include a scenario plan as your base. You will see both plans next to each other as ordered rows.
Leverage zero-copy clone
Leverage the recent cloud technology feature that allows zero-copy clone, duplicating entire plan with all its data in click of a button. This powerful feature will allow you create scenarios seamlessly.
Share Scenarios with peers
Sharing your working plan with others is easy as granting access to your database. Your scenario is a complete operating plan which you can share with your peers.
Leverage Optimal Balance®. Drive your business based on facts.
Customer Receipts
Production Schedule
Vendor PO
Supplier PO
Financial Forecast
Logistics Appointments
Customer Receipts
Customer Receipts
What orders we are going to take in and what we are going to push it as backorders. This output can be feed into your sales order system for further processing.
Production Schedule
Production Schedule
What to make, where to make and when to make. This output can be feed into your production planning system.
Vendor PO
Vendor Purchase Orders
If your Bills Of Material has material that needs to be made by an outside vendor, then OptimalBalance will raise POs automatically.
Supplier PO
Supplier Purchase Orders
Based on the model output OptimalBalance produces supplier purchase orders. Orders are classified as firm orders and tentative orders for supplier visibility. Firm Purchase Orders will cover planning execution period.
Financial Forecast
Financial Forecast
OptimalBalance generates Revenue and Profit Margin projections for the planning horizon. It also produces estimated working capital needed to procure and support production.
Logistics Appointments
Logistics Appointments
OptimalBalance produce Plant to DC transportation appointments for your transportation company to plan scheduled stops.
Customer Receipts
What orders we are going to take in and what we are going to push it as backorders. This output can be feed into your sales order system for further processing.
Production Schedule
What to make, where to make and when to make. This output can be feed into your production planning system.
Vendor Purchase Orders
If your Bills Of Material has material that needs to be made by an outside vendor, then OptimalBalance will raise POs automatically.
Supplier Purchase Orders
Based on the model output OptimalBalance produces supplier purchase orders. Orders are classified as firm orders and tentative orders for supplier visibility. Firm Purchase Orders will cover planning execution period.
Financial Forecast
OptimalBalance generates Revenue and Profit Margin projections for the planning horizon. It also produces estimated working capital needed to procure and support production.
Logistics Appointments
OptimalBalance produce Plant to DC transportation appointments for your transportation company to plan scheduled stops.