Business Processes

Execution

Capabilities for day-to-day operations facilitating collaboration across functions & integration with other business systems.
BluePlanner is an operating system for the process of managing customer sales and spending. 

In "Execution," the process transitions from the sales team forecasting account sales, spending, promotions, etc. to other functions taking over for the fulfillment of orders, execution of promotions, settlement, and financial forecasting.

BluePlanner is designed to facilitate alignment between the functions that play a role in this process either through direct use of the platform or integrations with other systems.

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How BluePlanner is used for Execution

Day-to-Day Business Management

Analyze Business Across Customers/Products​

Audit & Approve Promos & Terms

Analyze Promotion Performance

Control Trade Spending

Facilitate Monthly Business Reviews

Monitoring Operations & Initiatives

Settlement

Create Payment Requests

Acquire Deduction Backup

Research & Validate Deductions

Categorize Deductions

Analyze Deduction Trends

Actualize Promotions & Terms

Financial Planning & Analysis

Analyze Account/Product P&Ls for Financial Forecasting

Forecast & Reverse Accruals

Sales & Operations Planning

S&OP: Create Sales Input to Consensus Forecast​

Order Management

Set Invoice Pricing Conditions (OI)

Our Solutions

Capabilities For Different Requirements & Stages of Growth

Deduction Management

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

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