End of Recession Integrated Business Planning

Article by Rick Burris

The immediate response to surviving an economic downturn involves battening down the hatches and simply weathering the impending storm, cutting whatever is necessary to make it through the chaos. Marketing usually falls to the wayside, workers are cut, and prime opportunities to position your company as a customer service or market leader pass by unnoticed. You may be hearing some of the most promising news that’s come along in months, however. Yes, the bleak outlook that companies had just a few months ago is transforming into a positive, though cautious, attitude. While economic experts have noted a five percent growth in the economy, your segment may not fall within one of these industries. Regardless of whether your industry is included or not, Integrated Business Planning or Sales and Operations Planning (S&OP) remains a necessity not only to surviving an economic downturn but also succeeding, both now and in the future.One of the few perks of a recession is that it eliminates underperforming players, practically wiping the slate clean for your company, helping it to gain a better foothold in the market, and effectively evaluate business initiatives and goals. This downtime is key to winning customers and ensuring you have systems robust enough to weather any other potential storm along the way. With a well-positioned Integrated Business Planning, or Sales and Operations Planning (S&OP) process in place, flare-ups can be dealt with immediately, and issues can be managed without constant monitoring. Not only are short-term solutions presented, but long-term tools for surviving another economic downturn are addressed as well. Key Points to Remaining SuccessfulIn terms of weathering this or any other recession, management is the glue that keeps the company together. When management spends excessive amounts of time addressing daily issues rather than focusing on the big picture, however, a lapse in meeting market and customer demand occurs. With so many factors in play, what can management do to ensure the company beats the competition and identifies ways to deal with the eventual uptick in business? Following are three key points to remaining successful:1. One way to weather the storm is to make preparations that are specific to your business. Luxury items, for instance, are taking longer to rebound in the market; and while people are finally cracking open their wallets, these funds are usually spent on lower-priced items. How has the recession affected long-term consumer expectations? Part of Integrated Business Planning involves an in-depth evaluation of your business model, including asking:

What are our differentiators? Should they be streamlined to meet the changing business landscape? Why do we sell this product? Are we known for our prices? Are we fooling ourselves if we think we can make money on this particular item?What are our strengths? Do we focus on higher-quality products with lower prices?Point blank, to succeed, you must always emphasize your strengths – even though the easiest answer may not be the best solution to your problem. The only way to gain an accurate picture of your current and future situation is to assess your strengths and weaknesses honestly and identify core competencies that set you apart from the crowd.2. Another solution to surviving an economic downturn is to introduce stress through technology. Technology can provide data models that identify gaps in plans or aggregate data from multiple sources that save the company time and money. These are important tools for successfully surviving an economic downturn. During this period of introducing new technology and evaluating new processes, it’s possible that the company may either lose or gain market share. Over time, your Integrated Business Planning processes will mature, helping you and your team pinpoint supply and demand goals, understand financials in greater depth, identify acquisitions, and improve cash flow management.3. It is the responsibility of executive management to take the time to challenge themselves to think differently about their business. Oftentimes, however, cultural factors within the work environment can prevent positive breakthroughs. It falls on the shoulders of the management team to challenge pre-existing notions and beliefs about the business. Sure, the economy will change, but nothing is guaranteed, which is why having the proper Integrated Business Planning tools in place ensures the company will continue to profit and push ahead.Strategic Integrated Business Planning, if implemented in every element of the company, should address the following:In terms of our competitors, leads, and sales, where are we?What are our future goals, and where do we go from here?How will we get to that point? What strategy do we have to address these goals?Who are our customers? In which market or region will our products/services fare best?What do we sell? Will our services and/or products change at any time?How will we triumph over our competitors? What makes us different?Emerging Victorious from a Downturn Winning (and, for the time being, surviving) in an economic downturn means that you must evaluate your bottom line with open eyes and honestly assess the situation. In many cases, the outlook may still prove bleak, but times are getting better. Integrated Business Planning and preparation ensure you have something to fall back on when the storm gets too rough. Addressing both the short- and long-term issues that plague your business in a downturn through various Integrated Business Planning tools also ensures you’ve evaluated all aspects with a mind responsive to change and growth. Evolution of S&OP into Integrated Business PlanningSales and Operations Planning is evolving into what many companies are now calling Integrated Business Planning. It is no longer just a process for aligning product portfolio plans, demand plans, and strategic plans.The key driver of this evolution is the benefits companies realize from integrating ALL company processes into an Integrated Business Planning process that the executive team uses to manage the business.The key differences between S&OP and Integrated Business Planning are:Greater financial integration across at least a 24-month planning horizon resulting in improved information for decision-making and greater accountability.Financial performance metrics.Inclusion of strategic initiatives and activities in the monthly IPC management process, reinforcing that one primary management process is used to run the business.Improved modeling and simulations to help develop contingency plans for changing operating and financial parameters.Easier translation from detail information to aggregate and aggregate to detail enabling more quicker, more timely simulations and greater granularity of information for operations and finance.Improved decision-making through an integrated reconciliation process to keep decisions at the lowest practical level.Improved trust throughout the management team with one process, clear accountabilities, and commitment to the behaviors required to ensure the Integrated Business Planning process is effective.

As a principal and senior executive for Oliver Wight Americas, a global business process improvement firm with a 40 year history, Rick C. Burris has helped organizations implement best practices into their processes and attain Class A status. He has over 30 years of executive, management, and process experience in diverse industries and has been published on several subjects.










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25 Years of Good People, Good Business Results in Great Success


West Kingston, RI (PRWEB) October 20, 2010

Since those first days as a freelance ad designer and journalist in 1986, Founder, President and Brand Manager, Jami Ouellette, has managed to choose her clients from businesses and non-profit organizations that are the right fit for her style, expertise, and passions. Working nights and weekends while working days as part of a fledgling start-up newspaper called Providence Business News (now also celebrating 25 years!) Ouellette started with a focus on agency work and healthcare and education clients.

From there, based on referrals alone, her business blossomed into a steady stream of clients within those areas as well as small business offshoots from her PBN contacts. Now her clients vary all looking to position and promote their brands, products, services and missions; increase sales; and grow customer and fundraising bases. A dedication to staying at a size that allows Ouellette to stay involved, has also allowed for selectiveness. The result an eclectic mix of clients who share her level of humanity and passion, work together with respect and commitment, and embrace creativity.

From mid-sized non-profits and small businesses to national and international corporations, Im-ajs portfolio range includes healthcare, education, entertainment, housing, transportation, sustainable initiatives, banking, technology, hospitality, tourism, food service, law, retail and manufacturing. Whether the client is one of many of the regions quaint restaurants like Il Piccolo Ristorante or Deck FortyTwo, a national, Maine-based retailer like Sturbridge Yankee Workshops, an entertainment giant like Ringling Bros. and Barnum & Bailey, or a global transportation leader like InterVISTAS, Im-aj applies the same set of standards and skills to the task, resulting in unmatched success.

In managing to find balance between challenge, fun and purpose, Im-aj has found a unique recipe for success. The successful integration of branding strategies, strategic marketing communications, design, public and media relations, and in recent years, e-marketing, web design, and viral and social networking is a recipe that works. Clients present and past rave about the results. Im-aj brought to Rhode Island Housing a unique combination of expertise, comprehension and passion, says Richard Godfrey, Executive Director of Rhode Island Housing. With their in-depth understanding of the complexities of our organization they successfully rebranded the agency and brought a highly effective mixture of strategy and creativity to all of our marketing and communications. Moreover, Im-aj developed a shared passion and commitment to our mission of helping Rhode Islanders. That mix is not something you find everyday. Gary Boisvert, President of Sturbridge Yankee Workshop, a Maine-based national retail catalogue and e-store specializing in traditional, country and Shaker home furnishings, comments, Working with Im-aj is like adding a whole staff to your team. They really work with us. While they bring tremendous experience and media contacts in all the traditional marketing outlets, they also reach beyond the traditional and are helping us embrace all of todays technological opportunities. It would be impossible to add staff with that many areas of expertise. And they have a knack for bringing levity to each situation, which makes them fun to work with too.

Ive always gravitated toward clients with whom I have a chemistry, companies that are willing to dig deep and be highly strategic, and organizations that work to make a difference, says Ouellette. Being more selective and controlling our growth has allowed us to incorporate clients that share my passions and our corporate culture. We are able to spend close to half of our time supporting agencies that help underserved kids, companies and organizations that support sustainability, and family-owned businesses. We find this work rewarding and fun.

Meanwhile, from an expertise standpoint, we specialize in the larger, more complex corporate challenges. In fact, effectively sifting through complexities, preventing and handling crises, helping companies differentiate, creating brand awareness, and building revenue are what we are known for. This combination has been the driving force behind our success for the last 25 years. Its truly what sets us apart from our competition and its a recipe that works for every client big or small. Especially in this economy, companies need strategically focused, creative solutions and to maintain and build brand equity, says Ouellette.

Im-aj is also keenly aware of the ever-emerging trends, as well as the effect of the economy on businesses. Im a small business owner. I understand the need to build my brand integrity and awareness and market my services as much if not more so as anyone, yet I also know what its like to read the Wall Street Journal every day and reconsider every budget allocation to be prepared for more bumps in the road, says Ouellette.

In order to help companies survive and grow in a turbulent economy, Im-aj has created abridged versions of integrated planning for clients who have very little budget but need the foundation of sound strategy.

This allows even our smallest clients to spend their money wisely. Its tempting to use what little funds small companies have to try a couple of tactics. But that is a mistake. Were trying to make it possible for these companies to make thoughtful decisions that will help achieve their goals that they wont regret later down the line, says Jeffrey Morse, Im-aj COO and Emerging Technology Specialist This is a very different economy than Im-aj has dealt with in its 25 years. We are constantly finding ways to keep budgets down and be flexible to help companies overcome and prosper. Luckily, we have many more cost-effective tools at our disposal than ever before, particularly through viral marketing. And, we are excelling in making these strategies do amazing things for our clients, without the added printing and production costs of more traditional strategies.

In handling the public relations and publicity for all of our New England markets, Im-aj produced outstanding results through media placements and new community partnerships that elevated our brand in the marketplace. To say their level of work was outstanding was an understatement, says Paulina Piekarski, former Northeast PR Manager for Feld Entertainment. Im-aj set the bar for the rest of our agencies throughout the country. I constantly used their creative ideas, strategy and consistent success as an example for new and existing publicists. The Im-aj staffs enthusiasm for our brands was contagious and they brought a level of energy that rippled throughout the local communities and kept media, consumers and partners craving more.

The greatest measure of our success, says Ouellette, is the progress that we have helped our clients make whether overcoming challenges, building awareness, or increasing revenue. Thats the best part seeing the fruits of our labor.

On Friday, October 15, Im-aj hosted an open house at its new Rhode Island studio in West Kingston, RI to celebrate its opening and Im-ajs 25th year. A steady stream of business people, political figures, friends and neighbors celebrated with Im-aj staff past and present, starting at 2 pm, and going well into the evening. Visit Im-aj on Facebook to see photos: http://www.facebook.com/pages/West-Kingston-RI/Im-aj-Communications-Design/201739547992 or at http://www.imajcommunications.com.

Im-aj is a certified Minority-owned/Woman-owned Business (MBE/DBE) with offices in Rhode Island, Massachusetts, and Maine. The Im-aj studios are each located in uniquely creative environments. In Rhode Island, while one studio overlooks historic Kingston train station as well as the picturesque farms near the URI campus, the other overlooks the Providence skyline. Staff in

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Creating a Social Media Marketing Plan

Everyone is rushing to social networking sites, but do you really have a plan for how to best utilize this phenomenon for your business? There are millions of people online but only a subset of them are your prospects. You can waste a great deal of time and effort if you have not mapped out your plan for targeting your key prospects. I can tell you from first hand experience that you need to have a plan so that you can maximize your efforts.

Twitter, Facebook, MySpace, YouTube and Linked In are some of the most popular sites, but there are hundreds of others such as Plaxo, Meet-Up, Friendster, Flickr, Cafe Mom and Black Planet just to name a few. Here are some high level stats on the leaders.

Twitter – Founded 2007; Unique US Monthly Visitors : 21 million

Facebook – Founded 2004; Unique US Monthly Visitors : 87.3 million

MySpace – Founded 2003; Unique US Monthly Visitors: 62.8 million

YouTube – Founded 2005; Unique US Monthly Visitors: 87.7 million

Listed below are things consider when building social networking into your marketing plan.

What Image Do you want? The internet allows people to Google you, your company and gain access to a great deal of information about you with just a few clicks.

You must decide early on if you are going to build a personal profile, a profile for your business or both. I once had a prospect call our office who had already looked at company website, Facebook and linked in profiles before he decided to call me about my business. He knew a ton about me and quoted my background to me during our conversation. I was was confident in the information and profiles I had created online. In my case, I have both personal and business profiles on line but it all depends on what type of business you are in. In the business of consulting, personal reputation and experience is what your target cares about – they are looking for a marketing expert. Whereas if you are selling a product to consumers, the product should be the lead persona…unless your story is relevant to the product (i.e. testimonial) they really don’t care who created it.

Who are your Customers? Know who your target is and how to connect with them online. Don’t waste time connecting with the masses. I was advised to get on Twitter right away and to follow as many people as possible to get the word out about my business. I even joined tweet later to automate following folks who followed me. At one point I had up to following nearly 2000 people (the max based on followers) and had almost 1500 following me. I ended up with a global network of endless useless, chatter that was impossible to weed though. I had to un-follow a bunch of spammers in order to get and deliver more relevant tweets. The correct strategy would have been to selectively choose folks to follow by looking at the profiles of my prospects. See who they are following – media, other businesses – carefully look at their profiles before you connect. The automated twitter tools do not work well with a selective strategy…

Where do you customers hang out online? Your marketing research should reveal everywhere customers are online as well as offline. You need to know where do they shop, search, get news, weather, and chat. Is your target B2B or B2C and where are the best places online to market to them? Are they Gen Y’ers on MySpace or are they corporate professionals on LinkedIn? How do you find out this information? Survey current and potential customers and start to build a profile on them to understand their online habits and behaviors. Your target may belong to a social networking site but may prefer to network the old-fashioned way.

Understand the purpose and focus of the social networking site. Make sure you understand the nature of the group and make sure you understand the protocol and rules. For example, LinkedIn is not a generally a place to just sell…you can easily lose valuable connections. LinkedIn connections may be considered a higher honor than a Twitter connection. Twitter friends are more accepting casual chatting and open sales pitches due to the nature of the site. Be clear on the rules and learn how to play them.

Where are your competitors? Find out which social networking sites your direct competitors are on and make sure you are there as well. Become a fan or follow them to see what kind of activity and comments they are getting to ensure the strategy makes sense for your business. Analyze the content they provide and determine how you can differentiate yourself from your competition.

What is your communications strategy? What kind of content and information are you going to provide? You should have a communications plan that includes that what, when and where of your messages on social networking sites. For example, will you provide valuable secondary information to your target or will you deliver a direct sales message? If you have created a business profile, make sure your message is strictly business related – don’t start posting unrelated topics or personal thoughts on random subjects. Whatever profile you build, you want to keep the messaging consistent. Determine how often you will communicate and plan fresh messaging so you posts are relevant and timely. The important point is to be consistent.

How do you measure success? The channel has yet to truly prove a return on investment, but lots of businesses are banking that the awareness generated will impact sales. Consumers have an incredibly high level of engagement on these sites and spend more time on social networking sites than on email.

If you decided to jump on the bandwagon and engage in social networking for your business be sure you have researched your market and that you have a plan to communicate and measure results. Be patient! This is a new channel and you dont want to miss the boat – you’d better believe that your competitors are engaging in social networking so you should develop a strategy that differentiates you from your competition.

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Social Media Marketing Class Helps Marketers and Business Owners Keep Up With Changes


Portland, Oregon (PRWEB) October 15, 2011

Social Media has a fast-paced, changing landscape and it is difficult to keep up with all of the changes that happen within the social media platforms. That is why Search Engine Academy Northwest has developed the six-hour social media marketing class, Leveraging Linked In, Facebook and Twitter.

Leveraging Linked In, Facebook and Twitter begins with a basic overview of the Social Media Landscape and immediately dives into a variety of tools, strategies and tactics that can help decrease the overwhelm sometimes felt by marketers and business owners when developing and implementing a social media marketing plan.

Because Social Media is in a constant state of flux, this class is revised only days prior to the actual class to capture the latest updates which helps participants stay the most current as they possibly can with social media marketing techniques.

Topics included in this six-hour social media marketing class include:


Understanding what social media is and how it can help grow your business
Developing Goals and Strategies for your Social Media Campaign
Working hands on with the big three platforms: Linked In, Facebook and Twitter

In Facebook students will:

Maximize a Page for their Business
Look at the Pros and Cons of Facebook Ads
Learn how to set up an RSS Feed from your Blog to Facebook
Add a Twitter Feed

The Linked In section covers:

Customizing your Profile
Adding Twitter to your Profile
Managing and Requesting Recommendations
Developing a Linked In Group, is it the right strategy for your business?
Adding a company page for your business
Reviewing Apps that can be implemented strategically
Determining if DirectAds make sense for your company

And then students will learn about Twitter by:

Becoming familiar with the Twitter Interface
Understanding the Lingo
Customizing their page
And reviewing must have tools

Leveraging Linked In, Facebook and Twitter will be held November 3rd from 9:30 to 4:30 in Portland Oregon at the Ambridge Event Center which is centrally located in the Lloyd District. To register for this class please go to http://www.seotrainingnw.com/social-media-class-portland-oregon.

About the Instructor

Colleen Wright helps companies improve their online sales performance by taking her 20 years of marketing knowledge and implementing strategies and tactics that improve sales and leads. In addition to helping clients improve their sales messaging and lead generation, she is an expert at driving traffic to websites through Pay per Click advertising, Search Engine Optimization, Local Search and Social Media Marketing. Colleen also teaches these skills through Search Engine Academy Northwest where business owners and marketing / PR professionals learn hands on how to market businesses online.

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