Integrated Business Planning

For integrating functional plans, deploying business strategy and driving business management

Led by your executive team, Integrated Business Planning (IBP) is a common sense process designed for effective decision-making. It allows senior management to plan and manage your entire organisation over a 24-month horizon or more, aligning strategic and tactical plans each month, and allocating critical resources, people, equipment, inventory, materials, time and money; to satisfy your customers in the most profitable way.

IBP represents the evolution of Sales and Operations Planning (S&OP) from the supply and demand balancing process developed in the early 1980's. Today it is a process that drives the alignment of all functions across an organisation, models and creates readiness for alternate outcomes, drives deployment of strategy and enhances collaboration across supply chains.


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You should consider Integrated Business Planning for your business if:

  • You are constantly in ‘fire-fighting’ mode

  • You have a misaligned management team

  • You are continually missing the financial plan

  • You are experiencing rapid growth and can no longer manage effectively using an informal process

  • Your budgeting process is ‘painful’

  • You are struggling to get on top of service issues

  • You cannot keep up with growth in demand

  • You have excessive inventory

  • You are experiencing excessive rework and cost

  • Departments or sites are working in silos

  • There is no ‘single source of the truth’ or ‘single set of numbers’ to run the business

  • You feel like “we never get the time to look at the strategy”

  • There is poor deployment and execution of the strategic plan

  • You have poor employee engagement

  • You feel like you are not getting a return on the effort put into your existing S&OP/IBP process

How we can help

  • A diagnostic assessment of your current S&OP or IBP process, including its effectiveness and identifying any performance issues

  • Transfer of our knowledge to your people so they can create and manage an effective IBP process

  • Assessment and validation that your IBP process has achieved a Class A level of effectiveness – firmly embedded as the ‘way you do things’ and delivering the benefits you wanted

  • Facilitate the design of an IBP process to best fit your organisation and its needs

  • Scoping of an action plan to address issues and take advantage of the opportunities identified, including resourcing, timelines and performance improvement expectations.

  • Change Management – planning, monitoring and supporting the implementation of change and its impact on your people

  • Coaching IBP process users as you introduce the new ways of working

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