Measure Planner Effort Across the Planning Stack

Pyze measures how demand and supply planning work is performed across the planning stack and everything around it, then measures what changed.

~50%
of the measured day outside the planning system
1 week
to instrument
5
levers separated before anything is built
6 weeks
to a priced opportunity register

Engagement archetypes from Pyze deployments across planning and supply chain operations rather than a single named account.

Planning organisations invest heavily in planning systems and then discover the planner day is dominated by retrieval, reshaping and reconciliation of data the system already holds. Time for planning judgement is what remains.

Common Findings in Supply Chain & Planning

Four patterns that recur across engagements, each shown with the measurement and the resulting change.

We bought a planning platform and the planners still live in Excel.

Automate
What the measurement shows

Retrieval and reshaping of data already held in the platform is the single largest category of planner effort.

What changes

Preparation is scheduled and the planner starts from a working file, which shifts planner time from preparation to judgement.

Every market runs the process differently and each says its way is required.

Standardize
What the measurement shows

Procedures held as one standard plus the differences per market, so necessary variation separates from accumulated variation.

What changes

Unjustified variation removed and justified variation documented, which is the precondition for automating across markets.

Master data hygiene is a permanent background task.

Automate
What the measurement shows

The maintenance is deterministic and is being done reactively, after a failure has surfaced it.

What changes

Reference data maintained from the source signal rather than repaired after the fact.

Exception-based planning was the goal and everything is still reviewed.

Agentify
What the measurement shows

The exception criteria exist but are not trusted, because no measurement shows what a review changes.

What changes

Only the forecasts that need judgement reach a planner, with the criteria supported by measurement.

Opportunity Register

A sample register, sorted by the lever that resolves each opportunity. In an engagement, each line carries measured hours, a named owner and the evidence it was derived from.

Planning data preparation
Automate
Scheduled retrieval and reshaping, planner starts from a working file.
Master data hygiene
Automate
Reference tables maintained from the source signal.
Forecast exception review
Agentify
Only the forecasts needing judgement reach a planner.
Product lifecycle changes
Automate
Code changes and transitions executed from the source signal.
Cross-market standardisation
Standardize
One standard plus documented market differences.
Promotion coordination
Agentify
Demand signal reconciled and exceptions surfaced.
S&OP pack assembly
Automate
Compiled from the record each cycle.
Planner load levelling
Rebalance
Load levelled against the measured day.
Automate and Agentify are distinct findings. Scheduling a report is deterministic work with a stated rule. Diagnosing an exception is a decision. Separating the two prevents a register from over-scoping the first and missing the second.

Systems typically instrumented

KinaxisSAP APO and IBPo9Power BIExcel and OutlookCustomer portals

Capture covers browser-delivered and thick-client applications, including virtualized estates, with no change to how anyone works.

Roles Involved

Demand planningSupply planningS&OPGlobal business servicesOperational excellence

Instrumentation is configured per application rather than per person, so the population in scope is set during scoping and is not a deployment constraint.

How an Engagement Runs

Baseline, blueprint, transform, prove

The same four stages apply in every sector. The fourth stage repeats the baseline measurement, which makes the engagement an ongoing operating capability rather than a one-time report.

01

Baseline

What the work costs today, measured across every person and application.

02

Blueprint

Procedures, application rules and execution evidence, read as one target state.

03

Transform

Where each of the five levers applies, priced and owned.

04

Prove

The after state measured against the baseline, using the same method.

Frequently Asked Questions

Planners report that the spreadsheet work is judgement rather than preparation.
In some cases it is, and the measurement separates the two. It consistently shows that retrieval and reshaping dominate.

Start with a measured baseline

Six weeks from instrumentation to a priced opportunity register, and the baseline stays in place so later quarters are measured rather than re-estimated.