A leading sports nutrition manufacturer was entering a phase of growth, and digitalization had become a strategic priority. As the organization scaled, maintaining operational transparency across departments, from purchasing and sales to controlling and management, became increasingly difficult. Different teams worked with separate spreadsheets and workflows, making consistent planning and clear data access a challenge.
Comprehensive Planning Solution
We developed a database-integrated Excel VBA tool addressing three core planning requirements: customer condition management, product-customer sales planning, and manufacturing cost forecasting.
The solution provides role-specific functionality aligned with organizational responsibilities. Key account managers plan monthly sales volumes and pricing by customer and product. Procurement manages manufacturing cost projections. Controlling maintains oversight across all planning domains. Management reviews consolidated scenarios for annual budgets and quarterly rolling forecasts.
Enhanced Planning Efficiency
The tool incorporates features that streamline the planning process. Users can load existing plans as comparison baselines and create new scenarios based on previous versions. Data entry is optimized through automatic propagation of values to subsequent months and distribution of annual targets across planning periods.
Approved plans can be locked to prevent unauthorized modifications while remaining accessible for reference. The system maintains comprehensive change tracking and audit trails. Integrated comparison views enable continuous monitoring of planned versus actual performance with automated variance identification.
The result is a unified system where departments operate independently while contributing to organization-wide planning coherence.