1. The Supply Chain Intelligence Company
Halo Sales, Operations, Forecasting, Machine Learning
Brent Glendening, - VP of Supply Chain Solutions

2. Halo Offers: Data Warehouse Accelerators Data Quality Solutions
Dashboards / Visualization
S&OP Applications
Customer / Supplier Portals
Machine Learning (What if’s)
Budgeting & Forecasting
Halo Advisory Services
Data Scientist as a Managed Services

3. 450+ customers worldwide with 10,000+ active users
Food and Beverage
Manufacturing
Retail

4. “Best in Class” Configurable Dashboards, Reports and Scorecards
Supply Chain Master Data Management Pre-built Applications & Consensus Forecasting
“Best in Class” Configurable Dashboards, Reports and Scorecards
Supply Chain Master Data Management
Data Governance Standardize on definition
A technical version of how Halo works.

5. Governance & Integrity Controls that turn bad data into information you can trust
Duplicate records
Address Corrections
UOM – Measurements
Correcting abbreviations in names or units of measure
Supplement source data with other data sets
Monitor status via automated processes

6. Sales Analytics Solutions
Year over year sales comparison by sales team, customer, by product
Customer profitability
Product profitability
Booking and backlog comparisons
Cost to Serve calculations
Product Quality costs
Past due tracking
Sales Rep Ranking

7. Customer Scorecards & Cost to Serve Solutions
YTD Sales
Margin
Margin %
Price Mix
Service Cost
Volume Change
By Channel
By Rep
By Business

8. Inventory Tracking & Replenishment Solutions
Inventory Trending
Standard inventory On- hands
Inventory Turn information
Excess & Obsolete
Dead Stock Reports

9. Manufacturing Dashboards – including Supplier details
Production volume trending
Schedule Adherence
Schedule Attainment
Quality metrics
Downtime
Yield

10. Supplier Management Solution & Scorecards
Supplier year over year volumes
On-time delivery
Quality
PPV tracking
Trend analysis
Advanced alerting for negative trends
Completely configurable for your environment

11. Transportation / Cost to Serve
Branch
Carrier
Customer DC
Hub
Key Metrics
Cost
Units
Freight Cost
Load

12. Scheduled and Alert Based Reports
Past Due
Up Coming
OTD
Replenishment
Order Req

13. Halo Forecasting Workflow
Data Integration
Generate Baseline Forecast
Scenarios / What-ifs
Reporting/Analytics
Halo Forecasting Workflow
Sales by
Product
Customer
Channel
Schedule Production
Balance Inventory
Sales and Operations Planning
Generate Reorder Points
Consensus Meetings
Territory Planning
New Product Introductions
An example of data migration with Dynamics AX and Halo used at The Leatherman Tool Group.
Tournament
Multiple Iterations
Segmentation

14. Automatic Tournament Modeling – “Best Fit Pairing”

15. Packaged from our Data Scientists/Developers to take advantage of best practices
100% integrated into Halo
Slice/Dice and Drill Up/Down
Unique forecast for every combination of any 3 dimensions
Example: Instead of running 31 product forecasts, Halo automatically creates forecasts for every customer, every product, and every business unit
100% automated – Forecasts for every SKU by every Customer
Always learning from historical sales and projecting 12 months into the future
100% customized to your data
Beverage distributors, Manufacturing/Distribution, Retail, Healthcare, Insurance, etc.
100% integrated into the Halo solution
No new toolsets to learn, designed to be used by business users/analyst

16. Halo Forecasting Workflow + Machine Learning
Data Integration
Generate Baseline Forecast
Scenarios / What-ifs
Reporting/Analytics
Halo Forecasting Workflow
Sales by
Product
Customer
Channel
Schedule Production
Balance Inventory
Sales and Operations Planning
Generate Reorder Points
Consensus Meetings
Territory Planning
New Product Introductions
An example of data migration with Dynamics AX and Halo used at The Leatherman Tool Group.
Tournament
Multiple Iterations
Segmentation
HaloBoost / Machine learning
Introduces other data factors to the model
- Weather, Housing starts, Holidays…

17. Example forecast validation dashboard

18. HaloBoost improves forecasting and drives AI innovation
Daily demand sensing model improves inventory management and sales
Segment with forecast issues can be identified faster, leading to faster remediation of supply chain breakdowns
Machine learning model with AI automatically adjusts for holidays, promotions, even weather factors that can affect retail sales

19. Technology Capabilities Visibility and Analysis
Five Phases of a Successful S&OP Process
Halo S&OP
Technology Capabilities
Scope of S&OP Process
Product Reviews
Demand Planning
Process
Supply Planning
Process
Financial
Reconciliation
Executive
Alignment
Visibility and Analysis
Retirement
New Product introductions
Product Rationalization
Brand Assessment
Statistical Forecast
Market intelligence feedback
Customer inputs
Planning tracking workflow
Forecast change tracking
Multiple Scenario creation and comparisons
Forecasting Accuracy comparisons
Master production Scheduling
Demand Capacity analysis
Inventory forecasting
Strategic reconciliation plan
Demand plan comparison for Revenue
Supply plan reconciliation production run-rates
Inventory plan
Demand Consensus
Supply Consensus
Inventory projection Consensus
Forecast accuracy
There are five major phase of a Standard S&OP process for Manufacturing and Distribution Companies,
the first phase it a review of the new product introduction timing, and the retirement of other Products, This is very important to gage additional sales from new products or are we eating to existing sales of another product. A lot of companies call this the Vitality of their product offerings.
The Second phase is Forecasting and building a consensus Demand plan. A Consensus Demand plan is the agreed upon Sales targets for the company for a set period of time.
The Third phase is understanding the Supply plan, either in the units that needs to be produced or purchased, what are the labor requirements of the capacity constraints for a factory or production line, or a work center.
The Forth step is the reconciliation of the new Demand and Supply plans to the yearly budgets for Sales, COGS, and Inventory value.
The Fifth step is the agreement by all the executives that this is the direction we are going to head for the next period of time.
With out these steps, you will not understand the costs of having a bad demand or supply plan. The Goal is to reduce the costs of poor plans.

20. New Product Introduction
Product Reviews
New Product Introductions
Product Rationalization
Brand Assessment
A heathy company is a company that has a heathy mix of new products and existing product to increase sales, or reduce costs. This is gives you a view into the heath of the product lines or / the retirement of older non-performing products. Some companies uses the Phrase of “product Vitality”

21. Demand Plan Comparisons
Product Reviews
Demand Planning
Process
Forecast change tracking
Multiple scenario creation and comparisons
Forecasting accuracy comparisons

22. Demand Plan Comparisons
Product Reviews
Demand Planning
Process
Statistical forecast
Market intelligence feedback
Customer inputs
Planning tracking workflow
This is the detailed view to review your new demand plan to the prior demand plans, to point out changes and review the accuracy of past forecast as compared to Actuals.

23. Supply and Capacity Planning
Product Reviews
Demand Planning
Process
Supply Planning
Process
Master production scheduling
Demand capacity analysis
Inventory forecasting
The Goal of the supply Capacity planning will allow you to look to the future and project potential bottle necks in you supply capability. Some companies are labor constrained, or they are line rate constrained, or they maybe constrained by the incoming Raw Material. The goal of this views is to search for those constraints and take action to move production orders in to build inventory to facilitate a Peak in demand, or understand that the demand will need to be moved out to allow for production capacities.

24. Strategic Reconciliation Plan
Product Reviews
Demand Planning
Process
Supply Planning
Process
Financial
Reconciliation
Strategic reconciliation plan
Demand plan comparison for revenue
Supply plan reconciliation production run-rates
Inventory plan
Every Corporation will set an annual budget about two months before that start of a new fiscal period.
The Goal of this view is to look for dramatic changes in the new plans, demand/supply or inventory and the effect on the financial plans for the company. If it is a public traded company this could be used for a indication of a change in business.
This is normally done between the financial team and the planning team.

25. Overview and Decision Making
Product Reviews
Demand Planning
Process
Supply Planning
Process
Financial
Reconciliation
Executive
Alignment
Demand Consensus
Supply Consensus
Inventory Projection Consensus
Forecast Accuracy
Here is an example of the integrated views for each of the three plans. This view also allow you to slide by plant, product group, or customers if you have the details to that level.

26. Automatic emails sent telling you what to reorder

27. An Advanced Information Hub
Gartner Inc.
“The Halo platform acts as an advanced information hub for supply chain intelligence. It enables companies to answer questions with scorecards, dashboards, performance monitors, and analytic and reporting tools.
Use cases include the ability to track inventory and inventory aging, or to allow business partners to gain insight into their performance.
It is designed to support collaboration within the enterprise and with supply chain partners.”
Christian Titze, Research Director. Gartner Inc.

28. Brandon Kirby, VP – Microsoft Dynamics Suite
Next Steps
1) Expect a follow-up from us.
Brandon Kirby, VP – Microsoft Dynamics Suite
2) Consider a Proof-of-Concept – live demonstration using your data