In this episode, we will explore Visualfabriq as a single, integrated ecosystem logically connecting the different solutions to the Revenue Plan and each other. Purpose and value of every Visualfabriq module and how their usage helps to improve efficiency with data alignment across the organization, increase predictability and drive optimization, and save time through the removal of repetitive tasks.

Key Takeaways:

• Understanding in detail the solution overview by Visualfabriq.
• Understanding the fully configurable Profit and Loss is done.
• Understanding how Visualfabriq Plans, Executes, Evaluates and optimizes through its solutions.

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 Bifrost
• Generating insights using Bifrost

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 and 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 about Demand Forecast Master and Product Lifecycle Management (PLC). Demand utilizes advanced statistical algorithms and machine learning techniques to accurately predict future demand for products, enabling businesses to optimize inventory and reduce costs.PLC is a place to go for anything related to products. Combining product master data with historical changes, PLC is a game changer while promoting planning and doing your monthly S&OP cycle.

Key Takeaways:

• Understanding key features and capabilities of Demand Forecast Master
• Understanding different components of the Demand Forecast Module
• Understanding the Forecast Engine and its components
• Understand how to create a product baseline and thus create a sales forecast
• Understanding Product Lifecycle management and how it supports the business in Demand Forecast

In this episode, we will explore in detail Trade Pricing and Trade Contracts in Visualfabriq. In CPG, manufacturers and retailers have a long-standing relationship. They mutually depend on each other: manufacturers need shelf space and promotions, whilst retailers need A-brands and promotions alike. The negotiations are often done in parallel. The Trade Pricing Module enables users to move from price and spend administration to effective investment management. It minimizes the need for manual input and unlocks insight into the profitability of materials at both the CPG manufacturer and retailer, enabling fact-based decision-making. It has full governance embedded. Visualfabriq allows companies to plan contracts from a commercial perspective rather than the traditional, technical way that is common on ERP systems. All investments belonging to a single agreement are combined in one view, called contract lines. The structure is set by creating a contract, which contains several high-level details for the umbrella structure.

Key Takeaways:

• Understanding the relationship between CPG and Trade Pricing
• Understanding the Pricing waterfall in detail
• Understanding the concepts of Trade Pricing and Trade Contracts
• Understanding the components of the Trade pricing module and approvals
• Understanding Adjustments, Accruals and Integration with Trade Promotions Module

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

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 take 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 delve into the Reporting module, examining how Visualfabriq utilizes AI. The reporting module seamlessly integrates with all other modules, empowering Super users to tailor reports to their specific needs. We’ll also cover in detail the Visualfabriq’s AI concepts, prerequisites, the application of AI in Demand and Trade Promotions, and the ML models employed by Visualfabriq.

Key Takeaways:

• Understanding the key concepts of reporting
• Understanding the standard available dimensions in reporting
• Understanding how to create and use reports
• The background for why Visualfabriq uses AI for its modules
• Understanding the way, AI is implemented in different modules of Visualfabriq
• Understanding how Visualfabriq delivers tangible results using AI