Implementing a Complex Supply Chain Planning Process at Bloom Energy
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This document outlines Bloom Energy's implementation of Oracle Cloud for complex supply chain planning, detailing their processes in demand and supply planning, and enhancements through various customized PaaS extensions. It covers the operational structure of Bloom along with key planning functions and collaborative techniques employed within the supply chain. Additionally, it presents insights into the roles and expertise of the presenters involved in the implementation process.
Implementing a Complex Supply Chain Planning Process at Bloom Energy
- 1. Session ID: Prepared by: Remember to complete your evaluation for this session within the app! Implementing Complex Cloud Supply Chain Planning at Bloom Energy Learn how Bloom used Oracle Cloud Planning Central and PAAS extensions for their complex Supply Chain Planning Processes 9th April 2019 Manoj Rathi Sachin Davankar @manojrathi
- 2. Agenda Introduction Bloom Company Overview Bloom Cloud Implementation Overview Demand Planning at Bloom Supply Planning at Bloom Planning Extensions – Customized MRP Q&A Sachin Davankar Sr. Director, ERP and EPM Manoj Rathi, Sr. Director, Enterprise applications
- 3. SCM SME with over 20 years of experience 20+ presentations on Oracle Forums 10+ Demand and Supply Planning Projects 6 Cloud Projects Key Oracle Certifications Oracle Order Management Cloud 2017 Certified Implementation Specialist Oracle Manufacturing Cloud 2017 Certified Implementation Specialist Oracle Procurement Cloud 2016 Certified Implementation Specialist Oracle SCM Cloud 2017 Sales Specialist Oracle SCM Cloud 2017 PreSales Specialist Presenter Introduction Manoj Rathi CSCP, CS&OP, Six Sigma, MBA Sr. Director Enterprise Applications, Jade Global
- 4. Pune San Jose Los Angeles Atlanta Hyderabad Vienna Philadelphia Boston About Jade Global High-Tech Manufacturing 4 Global Delivery Centers 8 Offices Worldwide Life Sciences Finance Public Sector Distribution and Warehousing Retail Energy 5/13/2019 Toronto
- 5. Best Speaker Awards Resources Training/Assets Reusable Solutions Latest Best Practices POC environments Implementation Success 10+ 20+ 20+ 10+ 10+ 40+ 80+ Oracle SCM Training & Certifications Thought Leadership • 60+ Presentations in last 7 yearsOpen World/ Collaborate / OAUG/ SIG Jade Oracle Cloud SCM Center of Excellence
- 6. Bloom Energy – Better Electrons
- 7. Breakthrough Technology Energy Generation Producing Electrical Energy from natural gas using Electrolysis
- 8. Bloom Business • Heavy Manufacturing operations – Assembly – Process – Hybrid • Utility business • Mining • Construction and Insulation • Depot Repair and Overhaul • Field Service
- 9. Bloom Cloud Implementation Wall to Wall ERP, EPM, SCM, Planning, PAAS, SOA Complex Manufacturing Process Complex omnichannel sales
- 10. PAASSAAS Financials: GL, AP, AR, CM, FA, Tax, Expense, Projects, AIP Operations: WIP, INV, CST, Quality, Supply Planning, Demand Management , S&OP Supply Chain: OM, GOP, IB, SC, PO, SSP, Contracts, Sup. Portal, SC Collab PDH , PDC Quality, WIP Extensions DW PBCS MES SOA HR Projects Extensions OTBI Application Footprint and Architecture 10 MRP Extensions Phase 2: Forecasting & S&OP PDC SOAC
- 11. • Product Data Hub • Inventory • Manufacturing • Quality • Costing • Order Management • Global Order Promising • Maintenance (IB) • Enterprise Contracts (SC) Bloom Supply Chain Footprint in Cloud • Purchasing • Self Service Procurement • Supplier Portal • Planning Central • Supply Planning • Demand Planning • Sales and Operations Planning • Supply Chain Collaboration Key PAAS Extensions • Customized MRP • WIP/Quality Extensions • Projects Extensions • MES Integrations • Agile to PDH Integration • Scada Integrations • Sales Force Integrations • Workday Integrations • OTBI Reports
- 12. Demand Planning & S&OP
- 13. Demand Planning Key Requirements • Capture multiple forecasts – Booking and Shipping – Sales, Marketing, Opportunities – Revenue vs. service forecasts • SFDC and Apttus Opportunities as forecast • Upload and maintain consumed judged forecast in Demand Planning • Capture forecast changes • Use final forecast in supply planning • Historical Shipments, Bookings, Forecasts and Install Base
- 14. Revenue and Shipment Forecast Revenue Forecast Demand for Cleaner, Uninterrupted Energy at Point of Consumption Revenue Forecast
- 15. Demand Planning
- 16. Data Gathering for actual bookings, shipments and billings; statistical forecasting; Prior S&OP Plans Demand Planning to come up with a unconstrained and consumed judged forecast Inventory and Supply Planning for constraining Demand for capacity and supply limitations; MRP extensions for Bloom specific allocations across alternate BOMs and suppliers S&OP Meetings for Conflict Resolutions and recommendations Executive S&OP Meeting for final conflict resolutions and exec sign-offs Financial Planning for Revenue and Capital Forecasting; Financial Reporting (M) S&OP (SIOP) Process
- 17. Supply Planning
- 18. Bloom Global Operations Sunnyvale Delaware Bengaluru, India Mumbai, India Taiwan
- 19. Bloom Global Planning Process
- 20. • Global MRP for 5 plants with sequential manufacturing • Global supply chain sourcing rules for inter org transfer planning • Develop a judged and leveled build plan for each plant • Use Inventory Planning methods such as min-max planning for daily inventory management of B and C class items • Multiple sequential plans for multiple nodes in the supply chain 1. Use Revenue forecast (FBDI upload) to drive end assembly planning 2. Planning extension to drive complex material allocations and module production schedule 3. Raw material planning using module production schedule (leveled) 4. Sequential plant based planning to cascade demand through the extended supply chain and plants • Prefer the use of standard out of box functionality; tweak business to work with OOTB • Planning extensions for Customized MRP • FBDI uploads for forecasts and safety stocks (M) Supply Planning Key Processes
- 21. (M) Spares and Service Forecast • Significant portion of the business • Depends on multiple factors: – Install Base – Field Life of key components – Predictive Analysis • Essential for power purchase agreements • Demand for Spares Stocking Strategy • Statistical forecasting • MRP Plan for A class items • Use Min Max levels for replenishments of B and C class Items at Fedex depots • VMI and CVMI business model for most items
- 22. Customized MRP – PAAS Extensions
- 23. (A) Custom MRP Key Requirements • Allocate Module level forecast to multiple suppliers • Different grades supplied by each supplier • Multiple total product combinations for allocation • Forecast items vs manufacturing items • Consider available on hand and supplier commits • Feed output to global MRP plan
- 24. Bloom Engineering approved combinations for building modules Strategic allocation to consume available material with Engineering approved combinations Feed Output back to Global MRP plan as Module build plan Forecast items vs. manufacturing items (A) Module Level MRP Key Requirements
- 25. The MRP extensions used the following PAAS components: • JCS to build User Interfaces to enter and maintain data, and run and view plans • DBCS to store the master and supply – demand data • SaaS – source for master data such as items, product structure, and supplies • IDCS – to manage single sign on across PAAS and SAAS screens • OTBI – to build reports to extract SAAS data • UCM – to load module forecasts • ESS Jobs – to process upload files and import forecasts (A) Technical Details – PAAS Platform
- 26. Q&A
- 27. To Cloud or Not to Cloud
- 28. ManufacturingMedia, Software, Services High Tech Oracle Cloud Customers 28 Jade Sample Customers Retail and Logistics
- 29. Application Industries Cloud Jade Global Oracle Specializations Infrastructure
Editor's Notes
- #4: Presenter Introduction.
- #5: Nina About the Company Jade Global. Jade Global is an Oracle Platinum Partner and a Cloud Select Partner Jade has completed multiple cloud project implementations including SCM cloud.
- #6: Nina
- #14: Major requirements shared by the customer. Customer wanted to use the core features of demand planning and make it seamlessly integrated with supply planning. For this customer, supply planning is crucial as their product structures and manufacturing processes are quite complex. Customer wanted to capture spares and service demand which is significant and provides them an opportunity to level their production load.
- #15: A typical plan to build process used by a manufacturing organization. Planning process is further drilled down in subsequent slides.
- #16: This is a further drill down of the earlier flow with an emphasis on demand planning. S&OP is exploded further. Sales and Service Forecast is very critical for the customer.
- #17: Typical S&OP process that the customer intends to use.