Industrial planning: align demand, capacity and disruption
Useful planning connects demand, materials, resources and field events without hiding assumptions or trade-offs.
The decision thread
This dossier follows 5 control points, from “Define the horizon” to “Decide and reschedule”.
Systems to align: ESSOR Industrie · MES · PROTECH WMS · OTILA GMAO · Qualité · BI.
Define the horizon
Separate the commercial horizon, material horizon, capacity horizon and the frozen execution window.
- Which data establishes “Define the horizon”?
- Who decides when “Define the horizon” reveals a variance?
- Which record confirms the outcome of “Define the horizon”?
Assess workload
Convert demand into routing time, teams, machines and available tooling using real calendars.
- Which data establishes “Assess workload”?
- Who decides when “Assess workload” reveals a variance?
- Which record confirms the outcome of “Assess workload”?
Identify constraints
Name the bottleneck, critical material, maintenance, skill or quality constraint limiting each scenario.
- Which data establishes “Identify constraints”?
- Who decides when “Identify constraints” reveals a variance?
- Which record confirms the outcome of “Identify constraints”?
Capture actuals
Capture good quantity, scrap, elapsed time, downtime and remaining work at a frequency compatible with the decision.
- Which data establishes “Capture actuals”?
- Who decides when “Capture actuals” reveals a variance?
- Which record confirms the outcome of “Capture actuals”?
Decide and reschedule
Retain the changed assumption, rescheduled order, customer impact and decision owner.
- Which data establishes “Decide and reschedule”?
- Who decides when “Decide and reschedule” reveals a variance?
- Which record confirms the outcome of “Decide and reschedule”?
Associated solutions
Turn these questions into a scoping grid.
Questions, ownership, evidence and comparison criteria for workshops.
- Scoping questions
- Points to watch
- Comparison criteria
Sources & reference framework
The scope must be tested against the definitions, events and responsibilities of each system below.
A credible plan does not erase disruption; it shows early enough what must be decided and what every choice displaces.
Frequently asked questions
How should these insights be used?
Each insight structures the discussion. Scope, data and ownership still need to be contextualised with your teams.
How can a topic be connected to my IT landscape?
Each insight structures the discussion. Scope, data and ownership still need to be contextualised with your teams.
Do these resources replace scoping?
Each insight structures the discussion. Scope, data and ownership still need to be contextualised with your teams.
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