Whether your 2015 business plan is set or you are in the planning stage, you won’t want to miss this webinar. It will highlight three key opportunities to improve supply chain performance and positively affect your bottom line. Join this webinar to learn how to: - Capture a more accurate demand signal through collaboration: Everyone talks about collaboration, but how do you effectively coordinate input across the organization and business partners? Learn how to successfully leverage sales and customer intelligence to improve forecast accuracy—and ultimately business performance. - Transform Big Data into actionable insights: As the amount of data tracked increases exponentially, the ability to glean insights diminishes while system performance deteriorates. Learn how to leverage big data and improve your operational performance by mining the data and providing actionable insights to key decision makers. - Achieve seamless planning: Your company has a strategic plan. But, how do you translate it into operational parameters? Learn how to overcome the planning latency across your existing systems and incorporate your strategic and annual plans into your sales and operations planning cycle.

1. 1© 2015 Steelwedge Software, Inc. Confidential.
Single Line of Sight: Plan, Perform, Profit
3 New Year’s Resolutions
to Improve your Supply Chain
January 21, 2015

2. 2© 2015 Steelwedge Software, Inc. Confidential.
Glenn Jones
Background
With over 15 years defining high value and forward thinking supply chain
management software products and solutions, Glenn is responsible for product
strategy at Steelwedge.
Prior to joining Steelwedge, Glenn co-founded Elementum, a silicon valley startup
focused on delivering supply chain risk management and visibility solutions in the
cloud.
Prior to Elementum, Glenn led product strategy and R&D at extremely innovative
supply chain software companies including E2open, Amitive, One Network
Enterprises, and i2 Technologies. Glenn is a pioneer in developing multi-tenant
supply chain products deployed in a SaaS solutions in the cloud.
Glenn holds a Bachelors of Science degree in Industrial Engineering at Texas A&M
University.
Executive Vice President,
Product Strategy
Steelwedge Software Inc.
3825 Hopyard Rd.
Pleasanton, CA 94588
Tel : (949) 588-1495
gjones@steelwedge.com

3. 3© 2015 Steelwedge Software, Inc. Confidential.
Ed Lewis
Background
With over twenty years of experience leading design, development and marketing of
S&OP and supply chain solutions, Ed is responsible for market assessment,
requirements definition and go to market strategy.
Prior to Steelwedge, Ed was CEO and President of Amitive, Inc. (acquired by GXS)
which he founded in 2004. Under his direction the company grew from start-up to a
leading cloud supply chain planning provider controlling complex supply chains
around the globe.
Prior to launching Amitive, Ed designed and implemented global SCM solutions for
numerous companies, including Mitsui & Co., as a Sales and Operations executive
and consultant. Ed holds a Juris Doctorate from Western State University, College of
Law.
Vice President,
Product Marketing
Steelwedge Software Inc.
3825 Hopyard Rd
Pleasanton, CA 94588
Tel : (949) 588-1495
elewis@steelwedge.com

4. 4© 2015 Steelwedge Software, Inc. Confidential.
Agenda
• Introduction
• Increase Forecast Accuracy with Collaboration
• Achieve Seamless Planning
• Actionable Insights from Big Data
• Questions and Answers

5. 5© 2015 Steelwedge Software, Inc. Confidential.
3 Resolutions to Improve Performance and Bottom Line
Big Data
• New Insights
• End to End Planning
• Real-time
Value of Innovation
• Increased forecast accuracy
• Improved customer satisfaction
• Increased agility, resiliency, market share
Collaboration
• External Trading Partners
• Salesforce Collaboration
Seamless Planning
• Multiple Applications
• Multiple Stakeholders
• Different Planning Terms

6. 6© 2015 Steelwedge Software, Inc. Confidential.
Agenda
• Introduction
• Increase Forecast Accuracy with Collaboration
• Achieve Seamless Planning
• Actionable Insights from Big Data
• Questions and Answers

7. 7© 2015 Steelwedge Software, Inc. Confidential.
Trading Partner Collaboration
Distributor
Supplier
Forecast
Commit
Forecast
• Share Forecasts
• Management by exception
• Identify prioritize & resolve issues
Customer

8. 8© 2015 Steelwedge Software, Inc. Confidential.
Untapped Resource – Sales Insight for Demand Planning
Distributor
Supplier
Forecast
Commit
Forecast
• Share Forecasts
• Management by exception
• Identify prioritize & resolve issues
Customer
Sales Organization

9. 9© 2015 Steelwedge Software, Inc. Confidential.
Improve forecast accuracy with sales intelligence
CRM contains valuable Demand Planning data ...
but most often is not integrated.
System of Record for the Sales organization.
Provides most up-to-date information on current
Opportunities.
No direct translation between CRM data and
demand planning terms. Often maintained at an
aggregate level - family, sub-family.
Volume
Orders
Vague
opportunities
Time
M01 M02 M03 04 M05 M06 M07 ... M12 M13
Translation to Demand Planning terms required to unlock the
value in CRM data : value to volume, quarter to month,
product group to sub group etc.
Statistical forecast alone insufficient for Opportunity driven
business models (CTO, ETO, MTO, Projects).
Forecast

10. 10© 2015 Steelwedge Software, Inc. Confidential.
Key Considerations for
Including CRM/Pipeline Information in Demand Planning
• CRM use case in Demand Planning;
• Information only
• Active part of the unconstrained forecast
• Manual Opportunity override, inclusion or adjustment
• Business Rules and Criteria to include CRM data;
• % probability
• Sales Stage
• Big Deals
• Exceptional Demand
• Conversion Rules
• Revenue to Volume
• Time Phased Data e.g. quarters to months
• Configure to Order attach rates for product options

11. 11© 2015 Steelwedge Software, Inc. Confidential.
High / medium / low
probability of winning is
decided according to
the ‘gut feel’ of Sales
Management
Quoted opportunities
only
Steelwedge Customer Example #1
Which Opportunities to Include?
Project
Opportunity
Low probability of
winning
High probability of
winning
Do not consider
for shortlist
Do not consider
for shortlist
Is information on
opportunity
volumes known?
Project opportunity, quantified to be
considered in the forecast
Estimate opportunity volumes based on
historical experience and market intelligence
No
Yes
Medium
probability of
winning
Sales stage >=5
(Confidence level
>=75%)
Sales stage <5
(Confidence level
<75%)
Do not consider
for shortlist

12. 12© 2015 Steelwedge Software, Inc. Confidential.
Steelwedge Customer Example #2
Integration of Big Projects/Exceptional Demand
History Future
1. Baseline
2. “Repeatable”
abnormal demand
3. Abnormal
demand
Statistical rules
1. Statistical (baseline) forecast (SW)
3. Manual Overrides
1. Historic data will be manually changed in SW only in
exceptional circumstances – approval required
2. Most of the “fat” (historic projects and outliers) will be
‘dampened’ by statistical rules
1. “Repeatable” abnormal demand will be included in the
statistical (baseline) forecast
2. Future abnormal demand will be added through the CRM
3. Manual overrides based on additional sales and marketing
intelligence will be made to the forecast in SW
2. Abnormal
demand feed

13. 13© 2015 Steelwedge Software, Inc. Confidential.
Insert SPB screenshots here
Link to
ESOP
CRM Opportunity Pipeline via
Sales Pipeline Bridge
Opportunity Pipeline for Demand Management

14. 14© 2015 Steelwedge Software, Inc. Confidential.
2.42 Acct Mgr RE Laptops Max Stores-M
Opportunity Pipeline via
Sales Pipeline Bridge
on
Opportunity Pipeline Detail

15. 15© 2015 Steelwedge Software, Inc. Confidential.
Capture Sales Forecast at the source – in the CRM
1. Opportunity
• Product
• Product Component
Opportunity
3. Opportunity
Info and
Request for
Quote
Account Manager
Sales Pipeline Bridge
1. Create/Change Opportunity in SFDC with
Product Information.
2. Generate Forecast in SFDC
At
Opportunity
Creation Opportunities
(1 & 2)
Opportunities with
Package Detail (4)
4. Quote Into
with Product
Detail
Web Services based
data exchange
Web Services
based data
exchange
Package & Component
Master Data (A)
A. Product &
Component
Master Data
Customer ERP

16. 16© 2015 Steelwedge Software, Inc. Confidential.
Salesforce Forecast Capture App
Sales Forecast Detail

17. 17© 2015 Steelwedge Software, Inc. Confidential.
Agenda
• Introduction
• Increase Forecast Accuracy with Collaboration
• Achieve Seamless Planning
• Actionable Insights from Big Data
• Questions and Answers

18. 18© 2015 Steelwedge Software, Inc. Confidential.
The Supply Chain Today
Extreme Volatility
Climate/weather, fuel costs, natural disasters, currency, Demand
High Customer Expectations
Availability expected even with fluctuating demand.
Increasing Product, Sourcing and Distribution Complexity
Mixed global and local sourcing and distribution.Change is the
new normal
Traditional SC Planning
does not deliver
Legacy systems cannot plan in real-time.
Latency from multiple disconnected applications and schemas.
Plans are outdated before completed.
Cumbersome collaboration process across organizations and functions.
Low customer satisfaction and reduced profitability
Misalignment between units, revenue, margin, supply and demand.

19. 19© 2015 Steelwedge Software, Inc. Confidential.
IBP/S&OP Solutions: Heterogeneous Landscape

20. 20© 2015 Steelwedge Software, Inc. Confidential.
Strategic
and
Tactical
Planning
ERP CRM OMS WMS
Strategy New Products Analytics Performance
Financial Sales Demand Inventory
MES
Materials
Production
Operations
and
Execution
Supplier
Collaboration
Customer
Collaboration
OMS
A comprehensive solution requires multiple applications and integrations.
Multiple Applications = Planning Latency

21. 21© 2015 Steelwedge Software, Inc. Confidential.
Strategic
and
Tactical
Planning
Operations
and
Execution
Supply Chain Planning Platform
ERP CRM OMS WMS
Strategy New Products Analytics Performance
Financial Sales Demand Inventory
MES
Materials
Production
Supplier
Collaboration
Customer
Collaboration
OMS
Next Generation Supply Chain Planning
Seamlessly explore options, collaborate and take action with game changing technology.

22. 22© 2015 Steelwedge Software, Inc. Confidential.
Supply Chain Planning Technology Requirements
Demand
Planning,
SCP/APS
Systems
ERP, Financial,
& Transactional
Systems
SAP, Oracle, etc.
Industry
Data
Single Cross-Functional
Planning Environment
Interactive planning for:
• All Stakeholders
• Plan Review
• Overrides
• Assumptions
• Scenarios
• Consensus Process
• Audit Trail
• Analytics
Systems Landscape
Product / Sub-Family
Customer
Revenue
Product / Family
Territory / Region
Revenue
Product / Family
Promotions
Revenue
Product / Family
Region
Units & Revenue
Product
Stock Locations
Units and Inventory
Family / Series
Territory / Region
Revenue, Margin & Cash
Family / Series / BU
Geo
Revenue, Margin & Cash
Product
Production Site
Units and Capacity
Family / Series / BU
Geo
Revenue, Margin & Cash
Family / Series / BU
Geo
Revenue, Margin & Cash
Stakeholders
Account Managers
Sales Managers
Marketing
Demand Planners
Supply Planners
Production Planners
Finance
Executives
Customers
Suppliers
Cross-functional
Planning
Environment
Supply
Chain
Planning
Technology

23. 23© 2015 Steelwedge Software, Inc. Confidential.
Agenda
• Introduction
• Increase Forecast Accuracy with Collaboration
• Achieve Seamless Planning
• Actionable Insights from Big Data
• Questions and Answers

24. 24© 2015 Steelwedge Software, Inc. Confidential.
Supply Chains do not Sense and have a Visibility issue

25. 25© 2015 Steelwedge Software, Inc. Confidential.
What is exciting in Supply Chain?

26. 26© 2015 Steelwedge Software, Inc. Confidential.
On line/Web Dashboards
Mobile Dashboards
Excel Reports
Email Dashboards & Alerts
Supply Chain Insight: How you need it…
Supply Chain
Insight

27. 27© 2015 Steelwedge Software, Inc. Confidential.

28. 28© 2015 Steelwedge Software, Inc. Confidential.
Executive Dashboard
At the airport, on his way to
meet with an important
customer, Jim notes a
misalignment in the APAC
forecast.
HighTechCo
COO - Jim Burrell
Jim quickly sends an email to
the team asking about the
gap.
He circles the problem area
and also asks for
confirmation of production
capacity for the Freedom’s
launch

29. 29© 2015 Steelwedge Software, Inc. Confidential.

30. 30© 2015 Steelwedge Software, Inc. Confidential.

31. 31© 2015 Steelwedge Software, Inc. Confidential.
Start by Executing these New Year’s Resolutions Today
1. Incorporate sales and customer intelligence into your forecasting
process.
2. Leverage technology to support a seamless planning process and
improve agility
3. Identify and leverage data that is not currently being considered in
your planning process

32. 32© 2015 Steelwedge Software, Inc. Confidential.
Q&A
Contact Us
Email: info@steelwedge.com
Telephone: North America +1 (855) 980.8800
United Kingdom +44 (0)121.232.4668
Netherlands +31 (0)70.7999.288
Japan +813-6277-8521