Assortment Management & Optimization
Optimize customer-level product portfolios in line with share and volume growth objectives, while accounting for shelf-space constraints.
What We Do
CheckPlanAct combines commercial experience with Anaplan technology to tackle real business challenges through connected planning.
Understand market changes proactively. Plan and simulate with all available data. Execute with clear priorities.
CHECK, PLAN and ACT form one continuous planning sequence. Each decision informs execution, and every result informs the next decision.
CHECK
Understand market changes proactively. Connect performance, signals and foresights.
PLAN
Use available data to test scenarios, simulate options and set measurable plans.
ACT
Execute clear priorities, track results and improve speed to market.
Commercial Planning Capabilities We Deliver
Long Term Contract Management
Manage contract conditions so the implications of long-term agreements are reflected in pricing and P&L calculations, giving full visibility of customer investment.
Price Simulation
Simulate recommended retail prices, list prices and structural discounts to establish revenue and profitability scenarios.
AI Driven Baseline Forecasting
Build a baseline view of demand to support planning, using AI-assisted forecasting where appropriate and validating it against commercial knowledge.
Trade Promotion Management & Optimization
Plan, simulate and measure promotions across customers and products to understand investment, volume and return.
Claims Management
Track, validate and manage customer claims against agreements and planned trade investment.
Account – Channel – Category P&Ls
Create instant volume plans and P&Ls as inputs change at each planning step, giving teams visibility from account to channel and category.
Collaborative Planning Across Channels & Categories
Build top-down budgets and targets at channel and category level through collaboration between teams.
Five services. One accountable team.
Operating Model & Process Design
We start with the commercial decisions, roles and handoffs the new operating model must support. Field experience helps us test alternatives against real customer, product, trade and financial workflows. We map the future process, governance, measures and local-market variations before technology design locks them in.
Anaplan Design, Build & Configuration
Our Commercial Planning accelerator provides reusable Anaplan models and planning logic, giving clients a head start. We configure and validate the solution with business teams, focusing effort on the customizations they need.
Agile Project Management
We keep business decisions, technical delivery and change work on one plan. Short design–build–test cycles surface dependencies early, support clear governance and make it possible to adjust the solution as teams learn what works. CheckPlanAct subject matter experts stay involved in critical project decisions from kick-off.
Industrialised Deployment
We prepare a repeatable deployment method for multi-market programs: templates, readiness criteria, local fit assessment, data and process preparation, training, testing and support. This allows a common design to scale while making room for genuine market differences and an orderly transition into business ownership.
Change Management
New planning processes only work when people can use and trust them. We assess the impact on roles and daily work, involve users in design and testing, prepare leaders and teams, and build capability through practical training and knowledge transfer. Adoption is planned alongside the solution, not after go-live.
