Sales & Operations Planning (S&OP) Software
Connect strategic planning with day-to-day execution — without breaking alignment or financial control.
Sales & Operations Planning on the o9 Digital Brain enables organizations to move beyond static, calendar-driven alignment toward a continuously informed and financially grounded planning capability. By bringing Demand, Supply, and Finance together around a shared set of assumptions and scenarios, S&OP becomes a forum for real decisions rather than a monthly reconciliation exercise.
Instead of reviewing what already happened, teams use S&OP to anticipate risks, evaluate trade-offs, and determine the best path forward for the business. Demand changes, supply constraints, and financial targets are assessed together, allowing leaders to balance service, cost, and growth objectives with clarity and confidence.
Business challenges organizations face
In many organizations, S&OP exists as a procedural requirement rather than a strategic advantage. Meetings are dominated by status reporting, disconnected spreadsheets, and debates over whose numbers are correct. Sales focuses on revenue opportunities, Supply Chain emphasizes feasibility, and Finance reconciles the outcome after the fact.
This fragmented approach limits the value of S&OP. Decisions are delayed, accountability is unclear, and trade-offs are poorly understood. As market volatility increases, the cost of misalignment grows. Demand shifts faster than planning cycles can absorb. Supply constraints emerge unexpectedly. Financial targets drift away from operational reality.
Modern S&OP addresses these challenges by reframing the process as a decision-centric alignment mechanism, ensuring that cross-functional trade-offs are evaluated proactively and transparently.
From Monthly Reporting to Decision-Centric Alignment
Leading organizations are redefining S&OP as the connective tissue between strategic intent and operational planning. Rather than treating S&OP as a fixed monthly checkpoint, they use it as an ongoing forum to evaluate scenarios, test assumptions, and align on actions.
This does not eliminate structure or governance. Instead, it elevates S&OP from a reporting cadence to a management discipline. Demand, supply, and financial plans remain synchronized as conditions change, ensuring the organization moves forward with a shared understanding of priorities and risks.
What this solution enables
What Makes o9 Different
Industries Supported
Powered by the o9 Digital Brain
Sales & Operations Planning runs on the o9 Digital Brain, powered by the Enterprise Knowledge Graph (EKG). The EKG models relationships across products, customers, locations, resources, and financial structures, creating a digital twin of the planning environment.
This architecture enables fluid aggregation and disaggregation, allowing executives to plan at an enterprise level while planners validate feasibility at detailed levels — all within the same model.
Modular by design, enterprise by default
o9 accelerates S&OP deployment through modular building blocks that establish core data models, workflows, and governance. These include demand planning, supply and capacity planning, inventory modeling, and financial reconciliation, all operating on a shared foundation.
Organizations can adopt these capabilities incrementally while maintaining alignment with broader IBP objectives.
Core Building Blocks
These foundational components establish shared data, network visibility, and collaborative workflows across the supplier ecosystem.
Advanced Building Blocks
These components apply AI and automation to turn collaboration into proactive orchestration and resilience.
A digital operating model for VUCA conditions
APEX is o9’s AI-powered operating model for enterprises navigating volatility, uncertainty, complexity, and ambiguity (VUCA). It enables organizations to plan, execute, and learn as one connected system.
The o9 Digital Brain powers APEX by connecting enterprise data, knowledge, and decisions through a single intelligent model.
Collaborative Demand Planning is one of the building blocks of the Digital Brain. It contributes domain-specific capabilities into the enterprise-wide model that enables APEX from the ground up—linking this solution to decisions across the entire value chain.
→ Learn how the APEX Operating Model works
Where AI drives real decisions
Artificial intelligence enhances S&OP by improving forecast quality, accelerating analysis, and supporting better decisions.
Machine learning models generate unbiased demand baselines using both historical data and leading indicators.
Prescriptive analytics quantify trade-offs across scenarios, helping teams select options that best balance service, cost, and margin.
Generative AI enables natural-language interaction with plans, allowing users to explore scenarios, adjust assumptions, and document rationale conversationally.
Agentic AI continuously monitors plan health, surfacing risks before they escalate.
→ Learn more about o9 AI innovations
Results in real-world complexity
Global organizations across consumer products, manufacturing, and distribution have modernized S&OP using o9. Companies have improved forecast accuracy, reduced inventory buffers, shortened planning cycles, and increased planner productivity. Most importantly, they have transformed S&OP into a forum for decisions rather than debate.
What our customers say
“So with IBP, what we are achieving now is one single source of truth. Everyone aligns behind one number, with the ultimate accountability for IBP being the general manager. So you take the power out of the functions and give it to the general manager to run the business as they see fit, which is unbelievable.”
Dr. Athina Kanioura
Chief Strategy and Transformation Officer at PepsiCo
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Collaborative Demand Planning
Collaborative Demand Planning on the o9 Digital Brain enables cross-functional teams to co-create, reconcile, and commit to a single, transparent demand plan, powered by shared assumptions, real-time collaboration, and AI-driven automation.
Multi-Echelon Inventory Optimization (MEIO)
Frequently Asked Questions (FAQ)
Modern S&OP is a cross-functional planning capability that aligns demand, supply, and financial objectives through shared assumptions and scenario-based decision-making.