Refreshing S&OP and IBP in 2025: A Strategic Edge for ANZ FMCG and Manufacturing

March 13, 2025

Refreshing S&OP and IBP in 2025: A Strategic Edge for ANZ FMCG and Manufacturing

For Fast-Moving Consumer Goods (FMCG) and Manufacturing companies in Australia and New Zealand (ANZ), Sales and Operations Planning (S&OP) and Integrated Business Planning (IBP) are vital for staying competitive in 2025. As supply chains face volatility—from fluctuating consumer demand to logistical disruptions—a refreshed S&OP and IBP process can align your teams, cut costs, and boost agility. At Trace Consultants, we’re committed to helping ANZ businesses transform these processes into strategic assets that deliver results.

This article explores how FMCG and Manufacturing firms can refresh their S&OP and IBP, focusing on key enablers like technology (e.g., Advanced Planning Systems and Microsoft Power Apps), executive support, and a single set of numbers. We’ll explain why good S&OP should be forward-looking, assess trade-off decisions, and deliver actionable insights, and show how Power Apps can supercharge your workflows and reporting. Finally, we’ll highlight how Trace Consultants can guide you through this journey with tailored solutions.

Why Refreshing S&OP and IBP Matters in 2025

S&OP bridges sales, operations, and finance to balance supply with demand, while IBP integrates strategic and financial planning for a holistic view. For ANZ FMCG companies like Goodman Fielder or Manufacturing firms like Fletcher Building, these processes are critical to managing fast-moving SKUs or complex production schedules in a region with long lead times and seasonal fluctuations.

The ANZ Challenge

In 2025, ANZ supply chains face unique pressures: port delays due to cyclones, dairy export volatility, and shifting consumer preferences toward eco-friendly products. An outdated S&OP or IBP process can lead to stockouts, overstocking, or misaligned priorities—costing time and money. A refresh ensures your business stays responsive and aligned.

Key Enablers for a Successful S&OP and IBP Refresh

To make S&OP and IBP effective in 2025, ANZ firms need to focus on three core enablers: technology, executive support, and unified data.

1. Technology: Powering S&OP with APS and Beyond

The Role of APS

Advanced Planning Systems (APS) like SAP IBP, Oracle, or Kinaxis are foundational for S&OP and IBP. They enable real-time data integration, demand forecasting, and scenario planning—essential for FMCG’s rapid cycles or Manufacturing’s production schedules.

ANZ-Specific Tech Needs

ANZ’s geography demands tech that handles complexity, like forecasting for remote plants or managing delayed shipments. APS tools provide the visibility to simulate disruptions (e.g., a flood’s impact on logistics) and adjust plans dynamically.

How Trace Consultants Can Help

Trace Consultants excels in tech integration. We’ll evaluate your systems, recommend the best APS for your needs, and ensure it powers your S&OP/IBP process effectively.

2. Executive Support: Leading from the Top

Why Leadership Counts

S&OP and IBP succeed when executives champion them. In ANZ, where silos between sales and operations can disrupt FMCG or Manufacturing workflows, leadership buy-in aligns teams toward shared goals—whether it’s cutting costs or improving service.

Fostering Collaboration

Executive support means prioritising regular S&OP meetings, encouraging data-driven decisions, and holding teams accountable. It sets the tone for a unified strategy.

How Trace Consultants Can Help

We’ll partner with your leadership to secure buy-in, designing S&OP/IBP frameworks that align with your goals. Our change management expertise ensures executives lead effectively, driving adoption across your organisation.

3. One Set of Numbers: A Single Source of Truth

The Value of Unified Data

Conflicting data—like sales forecasts differing from finance budgets—undermines S&OP and IBP. A single set of numbers ensures everyone works from the same playbook. For Manufacturing, this aligns production with demand; for FMCG, it matches stock to sales.

Overcoming ANZ Data Hurdles

ANZ firms often face fragmented data—think rural plants with delayed ERP updates. A unified platform, often powered by APS, eliminates discrepancies and builds trust.

How Trace Consultants Can Help

Trace Consultants will unify your data into a single, reliable source. We’ll create reporting dashboards that provide real-time visibility, ensuring your S&OP/IBP decisions are grounded in facts.

Leveraging Microsoft Power Apps to Supercharge S&OP and IBP

Beyond APS, Microsoft Power Apps offers a powerful way to enhance S&OP and IBP by integrating with existing ERP and APS technologies, automating workflows, and improving reporting.

1. Automating Workflows with Power Apps

Streamlining Processes

Power Apps lets you build custom applications that automate repetitive S&OP/IBP tasks—like data entry, approvals, or meeting prep—directly within your ERP or APS environment. For FMCG, this could mean automating stock updates during a promo; for Manufacturing, it’s streamlining production plan approvals.

ANZ Benefits

In ANZ, where teams are often spread across regions (e.g., a plant in Tasmania vs. a head office in Auckland), automation reduces delays and errors, ensuring S&OP/IBP cycles run smoothly.

How Trace Consultants Can Help

Trace Consultants will design and deploy Power Apps solutions tailored to your S&OP/IBP needs. We’ll automate workflows, integrating with your ERP and APS, to save time and boost efficiency.

2. Enhancing Reporting Capabilities

Better Insights with Power Apps

Power Apps integrates with Power BI to create dynamic, user-friendly dashboards that pull data from your APS and ERP. This gives your team real-time insights—like demand trends or inventory risks—during S&OP/IBP meetings, making discussions more actionable.

ANZ-Specific Reporting Needs

ANZ firms need reporting that reflects local realities, like seasonal demand spikes or shipping delays. Power Apps dashboards can highlight these, ensuring your S&OP/IBP process is data-driven and relevant.

How Trace Consultants Can Help

We’ll build custom Power Apps dashboards that enhance your reporting, pulling data from your APS and ERP for a seamless view. Our solutions ensure your insights are clear, actionable, and ANZ-focused.

What Good S&OP and IBP Look Like in 2025

A refreshed S&OP and IBP process is a strategic driver, not just a meeting. Here’s what “good” looks like for ANZ FMCG and Manufacturing firms.

1. Forward-Looking: Anticipating the Future

Why Forward-Looking Matters

Good S&OP/IBP looks ahead, forecasting demand, risks, and opportunities. For FMCG, it’s predicting a summer beverage boom; for Manufacturing, it’s planning for a construction surge.

Forward-Looking in ANZ

In ANZ, this means preparing for disruptions—like a wet season delaying shipments—or opportunities, like a new trade deal boosting exports. Predictive analytics, enhanced by APS and Power Apps, keep you proactive.

How Trace Consultants Can Help

We’ll design your S&OP/IBP to be forward-focused, embedding predictive tools into your APS and Power Apps dashboards. Our S&OP Template Decks will guide your team through strategic discussions, ensuring plans are future-ready.

2. Assessing Trade-Off Decisions: Making Smart Choices

The Importance of Trade-Offs

S&OP/IBP should evaluate trade-offs: do you hold extra stock to avoid shortages, or cut inventory to save costs? For FMCG, it’s balancing shelf-life risks; for Manufacturing, it’s production costs vs. lead times.

Trade-Offs in ANZ

ANZ’s long supply routes amplify trade-offs—stocking more in Perth costs extra but ensures service during floods. Scenario planning in S&OP/IBP helps you decide wisely.

How Trace Consultants Can Help

Trace Consultants embeds trade-off analysis into your process. We’ll implement scenario tools in your APS and Power Apps, and provide training to assess options, ensuring decisions are balanced and informed.

3. Actionable Insights: Turning Data into Decisions

From Insights to Action

S&OP/IBP meetings often get bogged down in data—good ones deliver insights you can act on. For FMCG, it’s adjusting stock for a promotion; for Manufacturing, it’s tweaking schedules to meet a deadline.

Actionable in ANZ

ANZ firms need insights that address local challenges—like adjusting for a late harvest in Hawke’s Bay. Clear KPIs, powered by Power Apps dashboards, ensure discussions lead to outcomes.

How Trace Consultants Can Help

We’ll ensure your S&OP/IBP delivers actionable insights. Our Power Apps dashboards provide real-time, ANZ-relevant metrics, and our coaching helps teams turn insights into decisions that drive results.

Challenges of Refreshing S&OP and IBP

Revamping S&OP/IBP comes with challenges for ANZ firms:

1. Data Fragmentation

Siloed systems—like separate ERP for plants—create conflicting data.

2. Change Resistance

Teams may resist new processes or tools like Power Apps.

3. Resource Limits

ANZ’s tight budgets can constrain tech or training investment.

4. Regional Complexity

Long lead times and diverse demand add planning layers.

These hurdles are manageable with expert support.

Opportunities with a Refreshed S&OP and IBP in 2025

A modern S&OP/IBP process offers ANZ businesses:

  • Cost Efficiency: Align stock with demand to reduce waste.
  • Improved Service: Meet customer needs without overstocking.
  • Agility: Respond faster to market shifts.

For FMCG, it’s fresher products; for Manufacturing, it’s smoother production. With Power Apps enhancing workflows, 2025 is your year to lead.

How Trace Consultants Can Help ANZ FMCG and Manufacturing Thrive

At Trace Consultants, we bring proven expertise to ANZ’s FMCG and Manufacturing sectors. Here’s how we support your S&OP/IBP refresh:

1. Design

We’ll create an S&OP/IBP framework tailored to your business, aligning sales, operations, and finance.

2. Implementation Support

From APS and Power Apps integration to process rollout, we’ll ensure a seamless refresh.

3. Change Management

We’ll guide your teams through the transition, addressing resistance and securing buy-in.

4. RACIs

Our Responsibility Assignment Matrices (RACIs) clarify roles, ensuring accountability.

5. Reporting Dashboards

We’ll build custom dashboards—leveraging Power Apps and Power BI—for real-time visibility.

6. S&OP Template Decks

Our pre-designed S&OP Template Decks streamline meetings, focusing on forward-looking strategies.

7. Training

We’ll train your teams on S&OP/IBP best practices, including Power Apps usage.

8. Coaching

Our ongoing coaching ensures your S&OP/IBP matures, delivering actionable insights.

We work hands-on, turning strategy into results. With Trace Consultants, your S&OP/IBP becomes a competitive advantage.

Looking Ahead: Your S&OP and IBP Advantage in 2025

In 2025, refreshing S&OP and IBP—powered by APS, Power Apps, executive support, and unified data—sets ANZ FMCG and Manufacturing firms apart. Plan proactively, weigh trade-offs wisely, and act on insights decisively to stay ahead. For CFOs, it’s efficiency; for CSCOs, it’s alignment; for CIOs, it’s innovation.

Don’t let outdated processes hold you back. Contact Trace Consultants today. Let’s refresh your S&OP and IBP—because in ANZ, success demands better.

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Interview with Shanaka Jayasinghe: Mastering S&OP and IBP for Manufacturing Resilience and Competitiveness

Join us for a detailed conversation with industry expert Shanaka Jayasinghe on mastering Sales and Operations Planning and Integrated Business Planning to drive manufacturing competitiveness and resilience.

Interview with Shanaka Jayasinghe: Mastering S&OP and IBP for Manufacturing Resilience and Competitiveness

Interviewer: We're here with Shanaka Jayasinghe to dive deeper into how manufacturers can significantly enhance their competitive edge through effective Sales and Operations Planning (S&OP) and Integrated Business Planning (IBP). Shanaka, with your extensive expertise, can you provide more tangible insights into how these strategies fortify manufacturers, especially in challenging economic climates?

Shanaka Jayasinghe: Certainly. In today's fast-evolving and often unpredictable market, manufacturers need robust and responsive planning processes. S&OP and IBP are not just about balancing demand and supply; they're strategic frameworks that, when executed with precision and depth, can transform a manufacturer's responsiveness, efficiency, and ultimately, their market position.

Expanding on the Bullwhip Effect

Interviewer: Let's start with the bullwhip effect. How does it manifest in manufacturing, and what tangible steps can S&OP and IBP take to mitigate its impact?

Shanaka Jayasinghe: The bullwhip effect in manufacturing can cause drastic fluctuations in inventory levels, production schedules, and capacity planning — all leading to inefficiency and increased costs. Effective S&OP and IBP counter this by enhancing demand visibility and improving communication across the supply chain. For instance, by integrating market intelligence, consumer trends, and real-time sales data into planning models, manufacturers can better predict and respond to demand changes, dampening the oscillations caused by over or under-reacting to market signals.

Robust Demand Planning and Supply Technologies

Interviewer: You mentioned technologies like Kinaxis and GAINS Systems as enablers. Can you provide specific examples of how these technologies have driven S&OP and IBP success?

Shanaka Jayasinghe: Absolutely. Let's take Kinaxis, for instance. One manufacturer used Kinaxis to integrate their demand planning across multiple regions, leading to a unified view of global demand. This integration allowed them to adjust production schedules proactively, reduce excess inventory, and improve fill rates. Similarly, GAINS Systems might be used to optimize inventory levels dynamically, considering factors like lead time variability and service level targets, resulting in significant working capital reductions and service improvements.

Structuring Organisations for Effective Planning

Interviewer: How should manufacturers design their organisational structure and roles to support effective S&OP and IBP?

Shanaka Jayasinghe: An effective structure is one that promotes collaboration and accountability. For instance, having a dedicated S&OP or IBP team that spans across key functions like sales, operations, finance, and procurement can foster integrated planning and decision-making. Clear roles and responsibilities, coupled with executive sponsorship, ensure that strategic objectives trickle down into operational plans and that there's a consistent focus on achieving these goals.

Executive Sponsorship and Meeting Structures

Interviewer: Could you elaborate on the importance of executive sponsorship and meeting structures in these processes?

Shanaka Jayasinghe: Executive sponsorship is vital as it underscores the company's commitment to the S&OP and IBP processes. It ensures that these initiatives receive the necessary resources and attention and that decisions made are aligned with the strategic direction of the company. As for meetings, they should be structured to facilitate strategic discussions and actionable decisions. This means having the right data at hand, ensuring cross-functional representation, and maintaining a forward-looking agenda. Regular cadence and clear documentation of decisions and action items are also crucial.

Mastering Data for S&OP and IBP

Interviewer: You touched on the importance of item master data and other data elements. Can you discuss how manufacturers can effectively manage and utilise this data?

Shanaka Jayasinghe: Data is the lifeblood of effective S&OP and IBP. Item master data, supply chain master data, and transactional data must be accurate, accessible, and consistently updated. Manufacturers can achieve this through regular data quality audits, investing in data management tools, and fostering a culture where data accuracy is everyone's responsibility. Additionally, integrating data into user-friendly dashboards and planning tools can significantly enhance its utility, providing teams with the insights needed to make informed decisions.

Project and Change Management in Implementations

Interviewer: Finally, what role do project management and change management play in implementing S&OP or IBP?

Shanaka Jayasinghe: These are critical. Project management ensures that the implementation is methodical and aligned with objectives, timeframe, and budget. It involves detailed planning, resource allocation, and risk management. Change management, on the other hand, focuses on the people aspect — preparing, equipping, and supporting individuals to successfully adopt new processes and systems. It's about communication, training, and ongoing support. Together, they ensure that S&OP and IBP implementations are not just technically successful but also embraced and sustained by the organization.

Interviewer: Your insights today have been incredibly comprehensive, Shanaka. Thank you for sharing your deep knowledge and practical advice on S&OP and IBP for manufacturers.

Shanaka Jayasinghe: It's been my pleasure. Remember, S&OP and IBP are about more than just planning; they're about creating a resilient, agile, and competitive manufacturing operation. With the right approach, technology, and commitment, they can drive remarkable improvements and set manufacturers on a path to sustained success.

Planning, Forecasting, S&OP and IBP
June 19, 2023

Integrated Business Planning for Enhanced Resilience

In an increasingly unpredictable global economy, Australian business leaders, particularly those managing supply chains, must navigate complex challenges.

Integrated Business Planning

In an increasingly unpredictable global economy, Australian business leaders, particularly those managing supply chains, must navigate complex challenges. From market volatility and trade disruptions to fluctuating consumer behaviour, organisations must develop strategies to stay resilient and profitable. Central to this resilience is Integrated Business Planning (IBP), enhanced by investments in best-of-breed advanced planning systems.

Investing in Integrated Business Planning

IBP, an evolved approach to traditional Sales and Operations Planning (S&OP), enables organisations to unite all business functions around a single, aligned business plan. By providing a comprehensive overview of the business landscape and its potential risks, IBP allows for informed strategic decision-making, robust scenario planning, real-time adjustments, trade-off analysis, and accurate forecasting.

Scenario Planning & Real-time Decision Making

In a climate where 'business as usual' no longer applies, scenario planning has become invaluable. It allows organisations to develop flexible strategies that can adapt to a range of potential future events. Coupled with the capacity for real-time decision-making, businesses can react swiftly to unexpected changes, minimising disruptions and capitalising on opportunities.

The consumer goods titan, Procter & Gamble (P&G), exemplifies the power of scenario planning and real-time decision-making. Through their advanced planning system, P&G simulates various market scenarios, allowing them to develop agile strategies for each. When COVID-19 caused sudden market shifts, P&G's real-time decision-making capabilities allowed them to adjust their operations swiftly, maintaining their supply chain's resilience.

Trade-off Analysis

Trade-off analysis is a crucial aspect of IBP, helping businesses strike a balance between often conflicting objectives, like cost minimisation and service level optimisation. Advanced planning systems can enhance this process, providing detailed insights to guide decisions.

The Swedish fashion retailer, H&M, has benefited greatly from this approach. By leveraging an advanced planning system, they've been able to conduct detailed trade-off analyses, achieving an optimal balance between carrying costs of inventory and the need to meet rapid fashion trend changes. This investment has improved their inventory turnover rate, operational efficiency, and customer satisfaction.

Accurate Forecasting

Accurate forecasting is the backbone of a robust supply chain. By predicting market demand, companies can align their production and distribution plans, minimising waste and maximising profitability.

Coca-Cola European Partners (CCEP), one of the largest Coca-Cola bottlers, adopted an AI-powered forecasting solution to enhance their demand planning. The result was a significant reduction in forecast error rates, leading to improved production planning, decreased stock-outs and overstock situations, and increased overall operational efficiency.

Today's economic uncertainty underpins the need for Australian supply chain leaders to embrace Integrated Business Planning, supported by advanced planning systems. By doing so, businesses can unlock enhanced scenario planning, real-time decision-making, trade-off analysis, and accurate forecasting capabilities. As illustrated by P&G, H&M, and CCEP, these investments can enable organisations to navigate uncertainty, build resilience, and pave the way to success in the challenging Australian business landscape.

Contact us today, trace. your supply chain consulting partner.

Planning, Forecasting, S&OP and IBP
June 5, 2023

'Trading Down': How Supply Chain Investment and Inventory Management can Enhance Business Resilience

Are consumers 'trading down'? 'Trading down' is where buyers favor more cost-effective or lower-priced alternatives.

Are consumers 'trading down'?

'Trading down' is where buyers favor more cost-effective or lower-priced alternatives. With Wesfarmers' recent financial annoucement alluding to the potential end of the retail boom, it's crucial for retail businesses to rethink their approach, investing strategically in supply chain and inventory management to adapt successfully to such changes.

Understanding Consumer 'Trading Down'

The term 'trading down' refers to consumers opting for less expensive alternatives over their typical choices. Economic pressures, shifting priorities, or a desire for better value can prompt this change.

Adapting Supply Chains and Inventory Management to Shifts in Consumer Preferences

Efficient Cost and Working Capital Management:

Amidst a rising trend of trading down, businesses need to focus on optimising costs across their supply chains. This process involves a comprehensive review of production, operational streamlining, and securing favorable supplier contracts. By cutting costs while maintaining quality, businesses can provide competitively priced products to budget-conscious consumers. Similarly, businesses to ensure they have sufficient capability in forecasting and demand planning to avoid inflated balance sheets influenced by excess inventory.

Product Range Diversification:

To keep pace with changing consumer preferences, businesses should consider broadening their product offerings. This strategy might include introducing lower-priced alternatives or value-focused product lines. Comprehensive market research and consumer insight analysis can pinpoint market opportunities and guide product development.

Strengthening Supplier Relationships:

With consumers gravitating towards less expensive products, building robust supplier relationships becomes crucial. Open communication lines and negotiation of favorable terms can ensure businesses secure best-priced raw materials or goods. Collaborative partnerships with suppliers can lead to cost efficiencies and a steady supply of budget-friendly products.

Investing in Technological Advancements:

Injecting technology and automation into the supply chain can dramatically improve operational efficiency and trim costs. Automation heightens speed, accuracy, and productivity, allowing businesses to offer competitively priced products. Leveraging advanced data analytics can yield valuable insights into consumer behavior, enabling data-informed decisions.

Boosting Supply Chain Visibility:

With the increasing trend of consumer trading down, businesses must ensure transparency and control over their supply chains. Investing in supply chain management systems offers real-time updates on inventory levels, demand patterns, and supplier performance. This increased visibility allows for quick adaptation to changes in consumer preferences and optimal inventory management.

In the face of an increasing trend of consumer trading down, strategic investments in supply chain and inventory management become vital for businesses to stay competitive. By effectively managing costs, diversifying product offerings, strengthening supplier relationships, harnessing technology, and boosting supply chain visibility, businesses can nimbly navigate this evolving consumer behavior. Instead of perceiving this trend as a threat, businesses should view it as an innovation catalyst, facilitating closer consumer connections and ensuring long-term marketplace resilience."

Contact us today, trace. your supply chain consulting partner.