Merchandise Financial Planning Solution Design & Implementation

The Problem

A world leader in innovative casual footwear had outgrown their manual, in-season merchandise-planning processes. They could no longer scale accurately and drive the business forward because they were missing a global, cross-functional, top-down planning process. They needed to build a merchandise financial planning solution from the ground up, which included a technology transformation, new roles and responsibilities for the internal merchandise planning organization, and the design of industry-leading processes. 

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The Approach

Propeller led the strategy effort to define the MVP scope and all future state processes. We then translated the new processes into data requirements, partnering with the client and vendor IT team to oversee tech integrations. The integrations included leveraging newly created future state processing maps to create development configuration user stories and training materials for business users. Finally, the Propeller team facilitated all training, ran systems integration and user acceptance testing, oversaw post go-live bug resolution, and ensured there was a long-term maintenance plan in place.  

Services Provided

  • Data & Analytics
  • New Process Development
  • Business Operating Model Strategy
  • Change Management Execution
  • Data Quality and Readiness
  • Facilitation
  • Program Management
  • Technology Enablement & Implementation

Value Delivered

The C-suite leadership and all teams now use this merchandise financial planning solution as the global, cross-functional, and fully aligned plan for the company. MFP plans are now the baseline for their financial and factory capacity planning and the plans also inform the merchandise line framework (shape of the line). There is now top down and bottom up healthy tension across the ecosystem.

This process united planning input across executives, finance, supply chain, merchandising, sales, channels, and demand planning—aligning all plans by creating a mechanism for feedback to the baseline plan. We also introduced the first non-Excel planning tool to the ecosystem, the first phase of an extensive end-to-end planning transformation.