Solution Building Blocks → Integrated Business Planning

R2024.12: Integrated Business Planning [IBP] New Features and Enhancements


Description
Mandatory Prerequisites:
The learner must have attended the following Instructor-Led Workshops:
• o9 IBP Functional Workshop
• o9 Platform Technical Configuration Basics Workshop

The learner ideally should have completed the following o9 Academy courses and their certification:
• Functional Insights into Supply Planning Core Solution Building Blocks
• Navigating o9's Integrated Business Planning Capabilities Using o9 Platform
• R2024.09: Integrated Business Planning New Features and Enhancements

Target Audience:
Planners, Business Analysts, Executives

About the Course:
Release 2024.12 introduces significant enhancements to Integrated Business Planning (IBP), focusing on streamlining workflows, improving user efficiency, and enhancing decision-making. Updates include improvements to the Scenario Decisions Summary and Process Orchestration, such as enhanced drill-down grids, refined reference scenario selection, and a robust email alert system. These updates empower users to make data-driven decisions more effectively.

The enhancements covered in this course include:
• Scenario Decisions Drilldown
• Scenario Decision Review Grid
• Reference Scenario Selection
• Display of Scenario Description in Scenario Decision Review Grid
• Email Alert for Process Orchestration

Learning Objectives:
• Learn how to utilize the Scenario Decisions Drilldown for more efficient and accurate scenario analysis.
• Understand the new functionalities of the Scenario Decision Review Grid for streamlined decision-making.
• Gain proficiency using the dedicated Reference Scenario Selection button to maintain consistency and reduce errors.
• Explore how scenario descriptions enhance accessibility and usability in decision review workflows.
• Develop skills in leveraging the enhanced email alert system for timely communication and improved accountability in IBP processes.

The enhancements in Release 2024.12 refine the IBP framework, providing tools that streamline scenario review processes, improve collaboration, and enhance decision-making efficiency. These updates offer a robust foundation for businesses to align demand, supply, and finance seamlessly.

Please continue reading below to explore each feature and its practical applications.

Scenario Decisions Drilldown
This enhancement ensures that drill-down grids display only the delta intersections after running the “Run Scenario Comparison Framework” action. By highlighting differences between scenarios and the reference, users can now focus on deviations without manually scanning the grid.

Scenario Decision Review Grid
Conditional formatting has been updated to help users identify the reference scenario, unchanged categories, and updated categories in a scenario relative to the reference. This visual clarity enhances user understanding of scenario changes.

Reference Scenario Selection
A new action button for Reference Scenario Selection ensures consistency by allowing users to select a single reference for all inputs. This change simplifies updates, eliminates the risk of selecting multiple reference scenarios, and ensures workflow alignment.

Display of Scenario Description in Scenario Decision Review Grid
Scenario descriptions are now displayed directly in the Scenario Decision Review Grid, providing immediate access to high-level details without navigating to other grids. This improvement enhances accessibility and user experience.

Email Alert for Process Orchestration
The enhanced email alert system in Process Orchestration provides timely notifications for task completions, including details such as the task owner and planning cycle. These alerts ensure better communication, accountability, and adherence to deadlines.

These enhancements offer users refined tools to improve scenario management, communication, and planning efficiency, supporting strategic decision-making across the IBP process.

Course Duration: 5 mins

Content
  • Decision Summary Enhancements [02:16 mins]
  • Email Alert for Process Orchestration [02:14 mins]
  • Feedback
  • R2024.12: Integrated Business Planning [IBP] New Features and Enhancements
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever