Strategic Planner

Scope

A Strategic Planner captures, in an overview, all activities necessary to enable strategic design and implementation. A strategic planner has a number of attributes: Scope, Photo, Vision, Pricing, SWOT, Action, Responsibility

The Scope in Enable Growth is where the strategic planning process starts. It provides the context where all strategic dimensions are brought together to create the lowest common dominator of your strategic framework. This is the intersection of strategic dimensions and market segments.

Photo

Vision

The photo is a snapshot (today) of all trading partners (customers and suppliers) and value (volume traded between partners) within a market segment.

Vision is the past, present and future evolution of market position including:  size, growth, price, cost, margin.

Pricing

SWOT

Pricing documents the variability of market Prices (in $) depending on volumes.

SWOT in Enable Growth lists and documents Strengths, Weaknesses, Opportunities and Threats for each Strategic Planner.

SWOT - Strength

SWOT - Weakness

Strengths are characteristics of the business or project that give it an advantage over others.

Weaknesses are characteristics that place the business or project at a disadvantage relative to others.

SWOT - Opportunity

SWOT - Threat

Opportunities are elements that the business or project could exploit to its advantage.

Threats: elements in the environment that could cause trouble for the business or project.

Strategic Dimension

Strategic dimension level

Strategic dimensions are defined as the strategic drivers of your business. At the highest level, these drivers are the strategic enablement of your business. Once put together, they define by their intrinsic nature, the strategic framework of your company.

They can be one or a combination of the following: Product, Service, Brands, End Use market, Geography, Channel

The number of strategic dimensions that can be created is unlimited.

Levels are the layers of the strategic dimension architecture. Layers are segment, sub-segment, sub-sub-segment, etc. that make your strategic dimensions manageable and actionable by your employees.

The number of strategic dimension levels that can be created is unlimited.

Strategic dimension node

Roles

Nodes are defined as the attributes of the strategic dimension level, therefore labelling your architecture with content.

The number of strategic dimension nodes that can be created is unlimited.

Defines 2 aspects in your interactions with Enable Growth: the range of data you have access to (what you can see), and the activity you can perform (what you can do)

Profile

Role Matrix

Profile defines the access permissions for the role, setting module-level and feature-level permissions for different profiles

The role matrix is based on the Criteria-Based Sharing Rules and determines whom to share records with based on field values in records. For example, let’s say that one the Strategic dimension is based on a 3-level hierarchy that represent “Geography” organized as follows: Region (L1), Zone (L2), Country (L3). The criteria-based sharing rules shares all Strategic Planner records in which the Region (L1) is set to “Americas” with all Americas Regional roles in your organization.

Actions

Issues

An action is defined as a task received from a user to be completed on time and as specified.

An Issue is defined as a task sent to a user to be completed on time and as specified.

Strategic road map

Responsibility Center

A strategic road map gathers all actions created from a strategic planner’s SWOT. This is where strategy is linked to actions  into a continuous planning process.

The Responsibility Center is the core team responsible of delivering a specific strategic planner. It gathers people in the roles that have access to the strategic planner. Roles and people are automatically updated from the Role Matrix.

Base Currency

ISO Currency

The base currency is your company reporting currency

List of all currencies required to create and manage strategic planners

Application Currencies

Unit of Measure

Application currencies provide output data enhanced readability by reporting figures in thousands or millions (K$, M¥, K€, etc.).

List of all units of measure to create and manage strategic planner. They quantify volume traded between partners (customer and supplier).