Increase Profitability with Advanced Sales and Operations Planning™

With Advanced Sales and Operations Planning™ software, your leadership team has the required tools to continually achieve focus, alignment, and synchronization between all functions of the organization through structured planning.

Advanced Sales and Operations Planning™ routinely reviews customer demand and supply resources and “re-plans” quantitatively across an agreed rolling horizon.

Sales and Operations Planning (S&OP) is one of the most critical business processes used to achieve best in class performance, and consistently outperform competitors.

What Keeps You up at Night?


Questionable Profitability


Manual Management

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Lofty Goals

When you’re planning for the upcoming year, you need to determine how profitable you will be. You need to ensure you’ve got the resources required to execute, and which partners you can count on for delivery. And while setting a goal like 30% year over year growth is great, what you really need to know is how you’re going to meet that goal.

Without a software solution that directly supports your business goals – with process management in place, you’re forced to manually manage goals along with the other metrics driven from your sales ERP solution. Trying to manage your distribution business with manual processes and through multiple channels not only lacks efficiency, it also increases risk.

Why not convert your plan to an executable by using software designed to help you verify all data points to ensure you can hit your goals, or that alerts you when things have gone off track?

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Hit Your Margins and Increase Profitability

With Advanced Sales and Operations Planning™ software that is a part of the Advanced Supply Chain Software™ suite for Microsoft Dynamics 365 for Operations, you have a plan that is signed off on by everyone in supply chain – from executives to finance to vendors and external parties. With Sales and Operations Planning™ you won’t just hope to increase sales, you will have a data reinforced plan to actually achieve increased margins.

Whitepaper: Managing Costs and Margins in an Unpredictable World

As two of the most business-critical processes, sales and operations planning require focused forecasts based on all functions of the organization.  And in order to plan your sales and operations, you need to get a handle on your variable costs.  But, with so many elements that make up variable costs, any market fluctuation can severely alter the accurate calculation of this critical component.  This whitepaper shares information on how to best address your margins while managing all the variables.


To Manage a Modern Supply Chain, You Need:

Sales Programs and Promotion Planning

Add sale and promotions items in your original plan and all constraints are identified prior to accepting and implementing any item level forecast.

ABC Costing

Apply high-level costs for review and approval. Your plan needs to be costed in order for it to be fully executed.

Season Planning Workbench

Provides powerful graphical insight into the upcoming periods giving executives the option to review, adjust, run industry standard forecast models, review revenue and inventory impact.

Seasonal Wave Planning

Define seasons and plan on promotional waves from your customers. Seasons can be configured in a hierarchical fashion (by region, by retailer or large customer, etc).

Store Cluster Groups

Define which customers/stores are connected to each other. This can be done by geography, types of products, etc.

Customer Planograms and Display Types

For retailer or reseller customers with pre-defined shelf space and backup storage, use display types and planograms to restrict expected stock that can be delivered to them at any given time.

Plan Workflows

Workflows ensure that the plans are reviewed, approved and executes. The workflows are also monitored for accountability and responsibility for changes and approvals.


Manage factory certifications and customer compliance standards.

Advanced Sales and Operations Planning™ has all the capabilities you need to manage even the most complex supply chains simply and conveniently. Every factor that affects your business and margins is at your fingertips so you can account for all facets of your organization. Stop overlooking key processes and strategies and ultimately leaving money on the table. Improve your planning process driving your total profitability with Sales and Operations Planning™ from I.B.I.S.


Together, We Improve Your Profitability

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We’re fanatical about the success of our clients, and that means YOU!

We know how vital S&OP software is to the overall success of your business. Experience the sense of security that comes from knowing your software will keep your planning in check by contacting us today. Don’t you want to move to the Best-in-Class category and beat out your competition?!

Join The Leading Companies Who Trust I.B.I.S. As Their Dynamics Partner


Top 1% of Microsoft Partners Globally

I.B.I.S., Inc., A Sonata Software Company, is a member of the elite Microsoft Dynamics Strategic Development Partner program, an honor reserved for those Partners who have demonstrated deep industry and functional expertise.


Experience You Can Trust

The ibis bird is the last to leave in a storm, and the first to return. We pride ourselves on being here when you need us. In our 28 years in business, we’ve never met a distributor we couldn’t help. We know your business - your needs.


Client Approved

“When I think about working with I.B.I.S., I think about 2 things: 1. Manufacturing & Distribution Expertise; 2. Customer Service Focused”
Chuck Moore, VP, Operations at James M. Pleasants Company


About Sonata

Sonata Software is a global  technology company that enables successful platform based digital transformation initiatives for enterprises, to create businesses that are connected, open, intelligent and scalable. Sonata’s Platformation™ methodology brings together industry expertise, platform technology excellence, design thinking led innovation and strategic engagement models to deliver sustained long term value to customers. A trusted partner of world leaders in the Retail, Distribution, Travel and Software  industries, Sonata’s solution portfolio includes its own digital platform such as Brick & Click Retail Platform©, Modern Distribution Platform©, Rezopia Digital Travel Platform©, RAPID DevOps Platform© and Halosys Mobility Platform©, best in class capabilities on  ISV digital technology platforms such as Microsoft Dynamics 365, Microsoft Azure, SAP Hybris, Cloud Engineering and Managed Services, as well as new digital applications like IoT, Artificial Intelligence, Machine Learning, Robotic Process Automation, Chatbots, Block Chain and Cyber Security. Sonata’s people and systems are nurtured to bring together the depth of thought leadership, customer commitment and execution excellence to make a difference to business with technology.