S&OP Software

Create a shared planning foundation for Sales, Operations, and Finance. Jedox connects demand planning, material and capacity requirements, and financial impact in an end-to-end S&OP process. This allows teams to align on a central data foundation instead of working from different forecasts and assumptions. The result is an integrated view of commercial targets and operational capabilities. Dependencies and trade-offs become transparent, and everyone involved bases decisions on consistent assumptions—from demand planning through to the executive review. A connected review cycle—from demand and supply review through financial and executive review—gives each function the context it needs to resolve trade-offs and align on one plan.

Bring the perspectives of Sales, Operations, and Finance together in a shared demand planning process. Jedox supports a structured consensus demand process in which baseline forecasts and adjustments from each function are consolidated transparently. Instead of reconciling separate forecast versions after the fact, everyone works from a shared foundation. Clear responsibilities and traceable adjustments strengthen collaboration and build confidence in the aligned demand forecast as the basis for further S&OP decisions. AI-generated baseline demand forecasts can provide a data-driven starting point for each planning cycle, with automatic model selection, helping teams focus their expertise on exceptions and business judgment.

Align planned demand with material availability and existing capacity. Jedox makes component requirements and capacity constraints visible in the planning process, helping teams identify potential bottlenecks and assess their impact on the shared plan. Multi-level bill of materials (BOM) explosion translates planned production volumes into specific material requirements, accounting for assemblies, subassemblies, and shared components. The result is a robust foundation for production and procurement planning and better alignment between demand and supply.

Make different courses of action comparable before committing to a shared plan. With Jedox, you can compare conservative, expected, and ambitious scenarios against the same material and capacity conditions, assessing operational options and trade-offs before decisions are locked in. At the same time, the impact on revenue, costs, and margin becomes visible. Aligned S&OP data can be connected with Jedox Integrated IFP, helping management and Finance assess operational decisions in the context of forecasts, budgets, and corporate targets. Natural-language scenario simulation can make this analysis more accessible: teams can pose “what-if” questions, such as a capacity loss at a plant, and assess the resulting impact on revenue, cost, and margin.

Create a structured planning process with clear roles and responsibilities. Jedox supports the submission, review, and approval of forecasts with standardized workflows and a central data foundation—keeping planning statuses, adjustments, and approvals transparent and traceable for everyone involved. This creates a connected planning rhythm across Sales, Operations, and Finance, with clear responsibilities and shared assumptions throughout the S&OP process. Rolling forecasts and flexible planning cadences help teams regularly reassess plans as business conditions evolve and incorporate new information into decision-making. By connecting planning with enterprise data and operational systems, Jedox also strengthens the link between S&OP and sales & operations execution (S&OE), helping translate aligned plans into day-to-day operational steering. The result is a more responsive, collaborative management process that keeps strategic, financial, and operational priorities aligned.