Visualfabriq has developed a dedicated end-to-end approach to deployment of Visualfabriq solution which has proven its effectiveness throughout the customer portfolio. It is called the Visualfabriq Deployment approach – a structure and collection of standard materials that help to streamline standard project deployments. In this episode, we will explore the deployment process of the Visualfabriq Modules using the Visualfabriq Deployment Approach. The course discusses in detail the VDA stages and milestones, prerequisites, tools and standard deployment plan per phase and module.

Key Takeaways:

• Understanding how Visualfabriq defines Project scope (functional, integration, pre-defined Customer Development requests)
• Understanding prerequisites for a Visualfabriq Deployment project (including governance, roles and responsibilities)
• Understanding of the standard deployment Project Plan by going through the different phases of the Visualfabriq Deployment Approach

In this episode, we will explore the mandatory principles and fundamentals to be followed by the users to configure and maintain the Visualfabriq software. Visualfabriq believes in maintaining confidentiality in managing its data and this is possible by setting up a Single-Sign-On for the application which is designed based on the Roles and Account roles of the users.

Key Takeaways:

• Understanding the importance of Authentication Options and how they are defined in Visualfabriq
• Enabling the modules in Visualfabriq and understanding the access roles of users in each module
• Understanding the concepts of a Plan account and its importance in managing an Instance
• Understanding how the User, Roles and Account Roles are configured in Visualfabriq and its modules
• Understanding the configuration possibilities based on the access roles of the users.

In this episode, we will explore in detail “Bifrost”. Bifrost is a Data management application used by Visualfabriq. The customer brings the data, and we bring the software. Visualfabriq looks after the data for the clients. Visualfabriq believes in clients riving their Revenue and Forecast Management Journey and we help them visually by reducing the complexity of custom software development and low-level customization which in turn enables secure access to data.

Key Takeaways:

• Understanding how Visualfabriq uses Bifrost in data management
• Understanding the value of Bifrost in data management
• Understanding the difference between ETL and ELT
• Understanding the core capabilities of BifrostGenerating insights using Bifrost

In this episode, we will explore the Visualfabriq software activation process. Visualfabriq is a true SaaS, No Customization; 100% Configuration solution that is faster to deploy and self-service oriented. Updates and upgrades are solely under Visualfabriq’s control and no hidden future costs or expensive upgrades. Visualfabriq believes in creating an idea, and reviewing it based on priority. It also believes in communicating its upgrades well in advance and involves its clients in the testing phase and then going live with the deployment.

Key Takeaways:

• Gaining Hands-on experience with activating and configuring the modules in Visualfabriq
• Practicing through theory, exercises, and real-world scenarios
• Configuring and creating Pipelines for the different components of Master data and Pricing
• Configuring and creating Pipelines for Shipments, EPOS and Sell-out Data
• Setting up an activated software through working inbound interfaces by completing hands-on exercises

In this episode, we will explore in detail how to configure Demand Forecast Master and Product Lifecycle Management in Visualfabriq. Demand helps in defining accurate baseline forecasts by helping Demand planners to be more productive with automation and smart touch planning. Having one forecast outlook that is being used by the Demand, Sales and Finance teams.

Key Takeaways:

• Configuring Shipment/Ex-factory Data available in Demand Module
• Create a forecast in the Demand Module
• Configure the Plan account and define the hierarchy
• Configuring the forecast engine product segmentation
• Configuring and validating Pareto and Product Baseline Forecast
• Configure Product Lifecycle and its key Features & CapabilitiesConfiguring S&OP report and Assortment Tab

In this episode, we will explore in detail configuring the Trade Promotions Module (TPM) in Visualfabriq. Trade Promotion is a marketing technique aimed at increasing demand for products in retail stores for a short period based on special pricing, display fixtures, demonstrations, value-added bonuses, no-obligation gifts, and more. Trade Promotions Module is truly SaaS and fully configurable according to the Client’s needs. The Trade Promotion Module in Visualfabriq does not require coding experience, it is effortless and flexible. Trade Promotions can be configured using self-service, Outbound interfaces, and a few by the Visualfabriq team.

Key Takeaways:

• Understanding Trade Promotions Fields and Views
• Configuring the Trade Promotions Module from scratch
• Creating Trade Promotions with the available data
• Configuring the field standard value per plan account
• Configuring the components Gantt, Workflow, Proposal
• Configuring the Outbound Pricing
• Configuring the Promotion Actualization Pipelines

In this episode, we will explore in detail the Revenue Plan making use of the Risks and Opportunities assessment in Visualfabriq. Annual Planning goes through multiple steps, as different teams & formats are used during these steps. The revenue plan integrates all input on the platform and creates a Profit and Loss statement that can be used during annual planning and the MBR process. Managing what may or may not happen by understanding the impact on the annual plan with no impact on volume, prices, and promotions in ERP is done using the Risks and Opportunities in Revenue Plan.

Key Takeaways:

• Understanding how Planning and strategizing takes place in CPG
• Understanding the purpose of the Revenue Plan
• Understanding how Forecasting is developed with the Revenue Plan
• Understanding how Actuals are defined in the Revenue Plan
• Understanding how to make use of Risks and Opportunities

In this episode, we will explore in detail the Accruals and Claims in Visualfabriq. Businesses use accruals to keep track of money they’ve earned or spent, even if they haven’t received or paid it yet. It helps them know how much money they expect to get or pay in the future. The Claim module allows the matching and approval of Retailer claims (invoices or deductions) against Trade Contracts or Trade Promotions. Payment of invoices initiation & deduction management once claims are approved, input for payment release and deduction closure is sent to ERP system, Trade Contract and Trade Promotion spend Actualisation.

Key Takeaways:

• Understanding how Visualfabriq manages Accruals for Trade Contracts & Trade Promotions
• The capabilities and benefits of Visualfabriq Accruals Engine
• The capabilities & benefits of the Claims Module