Redesigning S&OP Into a Confident, Execution-Ready Planning System

About Project

Sales & Operations Planning (S&OP) is critical in pharma for balancing demand forecasts, production capacity, inventory, and regulatory constraints.

Audree’s existing S&OP process was fragmented and spreadsheet-driven, relying heavily on manual coordination across Sales, Supply Chain, Production, QA, and Leadership teams. Disconnected data, version mismatches, and limited visibility slowed planning cycles and reduced confidence in decisions.

Audree initiated a redesign to create a single, structured, and audit-ready S&OP system that enables compliant planning, cross-functional alignment, and confident decision-making.

Sales & Operations Planning (S&OP) is critical in pharma for balancing demand forecasts, production capacity, inventory, and regulatory constraints.

Audree initiated a redesign to create a single, structured, and audit-ready S&OP system that enables compliant planning, cross-functional alignment, and confident decision-making.

About Project

Pharmaceutical

Team

Anush Reddy, S.Madhumala

Subscription Category

Quick win

Project start Year

August 2025

Core Business Challenges

Poor User Adoption Due to Outdated Experience

Complex, spreadsheet-driven screens were hard to interpret, leading to low adoption and continued reliance on offline planning.

Slowed by Process Inefficiency

Planning workflows were spread across spreadsheets , with frequent reconciliations and unclear handoffs slowing demand & supply planning,

Heavy Dependence on Manual Coordination

Limited real-time visibility forced reliance on emails and calls, increasing follow-ups, delays, and operational overhead.

Heavy Dependence on Manual Coordination

Limited real-time visibility forced reliance on emails and calls, increasing follow-ups, delays, and operational overhead.

Our Approach

Mapping User Flows to Uncover Hidden Gaps

We mapped the complete S&OP lifecycle from demand capture and procurement inputs to review, approvals, and action tracking.

This helped uncover disconnected data views, repeated manual checks, unclear ownership of actions, and gaps in visibility between planning, procurement, and operations teams.

Mapping User Flows to Uncover Hidden Gaps

We mapped the complete S&OP lifecycle from demand capture and procurement inputs to review, approvals, and action tracking.

This helped uncover disconnected data views, repeated manual checks, unclear ownership of actions, and gaps in visibility between planning, procurement, and operations teams.

Mapping User Flows to Uncover Hidden Gaps

We mapped the complete S&OP lifecycle from demand capture and procurement inputs to review, approvals, and action tracking.

This helped uncover disconnected data views, repeated manual checks, unclear ownership of actions, and gaps in visibility between planning, procurement, and operations teams.

Designing S&OP Into a Unified Planning Workflow

We redesigned pharma S&OP from scattered spreadsheets into a structured, cross-functional workflow. Unified data, clear planning stages, and role-based inputs improved visibility, reduced manual reconciliation, and enabled faster, more confident planning decisions across teams.

Structured S&OP Meeting Initiation for Accurate Planning

We redesigned the S&OP meeting workflow to bring structure and accountability to planning discussions. Instead of scattered notes and offline follow-ups, meetings are now created and approved within a single digital flow.

Clear MOM records, action items, owners, target dates ensure every planning decision is captured accurately. This enables teams to track commitments, monitor progress, and close actions without manual coordination.

Structured View for Sales And Operations

We designed the S&OP module to provide a clear, structured view of sales and operational data across plants and products. Advance filter allow teams to quickly narrow down relevant records without relying on external spreadsheets.

Centralized tables bring product availability, material codes, and plant data into a single view, enabling quicker reviews and informed S&OP decisions. This clear visibility reduces manual coordination and repeated follow-ups during planning cycles.

S&OP Clear Demand and Procurement Screen

Clear Demand & Procurement Views for Confident Planning

Dedicated views for Procurement and Demand present critical planning data in a structured,   easy-to-scan format.

In the Demand view, a simple FDF / API toggle allows users to switch instantly between finished dosage and API demand. This makes it easier to analyse requirements, compare volumes, and plan accurately without jumping between screens or reports.

Dedicated views for Procurement and Demand present critical planning data in a structured,   easy-to-scan format.

A Cleaner UI for Faster, Confident Execution

The redesigned screens focus on clarity and consistency. Clean layouts, standardized fields, and clear visual cues help users understand context quickly and take the right actions without rework.

Results That Redefined  S&OP Planning & Execution

Clear planning flows, centralised data views, and guided decision points transformed how sales, operations, and procurement teams plan, review, and act on supply–demand signals.

Stronger Compliance & Traceability

Centralized demand, supply, and procurement views ensured every planning input, dependency, and decision was visible in one place. This improved alignment across teams and reduced planning blind spots.

Faster API Batch Execution

Clean tables, status indicators, and quick filters enabled teams to review demand signals, material availability, and procurement actions faster without relying on manual consolidation or offline analysis.

Fewer Support Tickets

Clear ownership, tracked actions, and up-to-date statuses minimized repeated clarifications and follow-ups. Planning discussions moved forward with clarity, accountability, and fewer delays.

Faster API Batch Execution

Fewer Support Tickets

Clear ownership, tracked actions, and up-to-date statuses minimized repeated clarifications and follow-ups. Planning discussions moved forward with clarity, accountability, and fewer delays.