** Supply Planner User Flow**
Version: 1.0
Date: September 11, 2025\
1. Overview & Objective
This document defines the user journey for the Supply Planner persona. Its objective is to create an intelligent and proactive workspace that transforms the Supply Review from a reactive planning exercise into a strategic, data-driven reconciliation process. The flow is designed to empower the Supply Planner to identify constraints, model solutions, and create a feasible, cost-aware "Balanced Operations Plan."
2. The Supply Planner's Personalized Home Screen
Objective: To provide the Supply Planner with an immediate, prioritized view of the locked demand plan and the most critical supply-side challenges that require their attention.
2.1. Functional Requirements
- Predictive Action Prioritization (Zone A): The primary "Action Required" card will be populated with the result of the locked demand plan.
- It will display a dynamic urgency reason (e.g., "Locked demand plan requires 115% of Q4 capacity").
- It will quantify the business impact (e.g., "$4.1M revenue at risk if unaddressed").
- It will provide a smart entry point to the workbench, suggesting where to start (e.g., "Start with 'Widget-Pro' production line (highest constraint)").
- Conversational Intelligence Feed (Zone D): The "Background Intelligence" feed will surface proactive alerts relevant to supply.
- Insights will be phrased as questions (e.g., "I noticed lead times from 'Supplier Asia 1' have increased 12% MoM. Should we model this in the plan?").
- The feed will include alerts on supplier performance, production attainment, and inventory levels.
- Real-Time Collaboration Status: The widget will show the status of the locked demand plan.
- It will show status updates like: "Demand plan: Locked and approved by Commercial team (1 hour ago)."
2.2. Wireframe / Layout
+--------------------------------------------------------------------------+
| [ZONE A: ACTION REQUIRED] |
| - Title: October S&OP Cycle: Supply Reconciliation |
| - AI Context: "Demand plan requires 115% of Q4 capacity." |
| - Action Button: [ Start Reconciliation (Focus on Widget-Pro Line) ] |
+------------------------------------------+-------------------------------+
| [ZONE B: PERFORMANCE SNAPSHOT] | [ZONE C: STRATEGIC ALIGNMENT] |
| - Production Attainment: 96% (Good) | - Top Objective: Reduce COGS |
| - Supplier OTIF: 89% (🔻-4 pts) | - External News: Port Delays |
+------------------------------------------+-------------------------------+
| [ZONE D: BACKGROUND INTELLIGENCE] AI Insight Feed |
| - "Lead times from 'Supplier Asia 1' have increased 12% MoM..." |
+--------------------------------------------------------------------------+
3. The Supply Reconciliation Workbench
Objective: To guide the Supply Planner through a proactive gap analysis, enabling them to collaboratively model solutions and create a financially-vetted and feasible "Balanced Operations Plan."
3.1. Functional Requirements
- Intelligent Gap Analysis (Panel A): The primary visualization will be a "Gap Analysis" chart that clearly shows the delta between the locked demand plan and the unconstrained supply forecast.
- AI-Generated Title: The
ActionTitleServicewill generate a narrative headline (e.g., "Q4 Demand Plan exceeds unconstrained supply by 15,000 units, primarily in the Widget-Pro family"). - Visual Gap: The chart will visually highlight the gap in units, revenue, and margin over the planning horizon.
- AI-Generated Title: The
- Interactive Solution Levers (Panel B): The "AI Insights & Decision Hub" will be an interactive modeling environment, not a static report.
- Financially-Modeled Levers: The UI will provide interactive levers for common solutions like "Authorize Overtime," "Activate Secondary Supplier," or "Build Pre-emptive Inventory."
- Live Impact Analysis: As a user adjusts a lever, the "Strategic Impact Analysis" card will instantly update to show the real-time changes to
COGS,Service Level, andInventory Value. - RAG-Powered Suggestions: The AI will proactively suggest solutions based on the context. For example: "For similar capacity gaps, activating the secondary supplier has a 78% success rate in your industry. [Model this scenario?]"
- Constraint Intelligence Integration (Live): The workbench is directly connected to the
ConstraintIntelligenceEngine.- As scenarios are modeled, the engine flags any violations of Hard Constraints (e.g., "This scenario exceeds maximum warehouse space in November").
- It also quantifies the impact on Soft Constraints (e.g., "This scenario improves Service Level but has a -0.8% negative impact on the Gross Margin target").
- Consensus Lock-In Protocol:
- Once the team agrees on a solution, the facilitator uses the "Lock Balanced Plan" button.
- This action requires capturing the rationale and trade-offs made (e.g., "Accepted a -0.8% margin hit to ensure 99% service level for the Widget-Pro launch").
- The locked "Balanced Operations Plan" then becomes the primary input for the final Executive Decision Dashboard.
3.2. Wireframe / Layout
+------------------------------------------+-------------------------------+
| [PANEL A: THE RECONCILIATION WORKBENCH] | [PANEL B: AI INSIGHTS & |
| | SOLUTION HUB] |
| Action Title: "Q4 Demand exceeds supply | |
| by 15k units, creating $4.1M risk..." | [Interactive Lever 1] |
| | Action: Authorize Overtime |
| [Interactive "Gap Analysis" Chart with | Impact: +$890k COGS |
| Live Scenario Overlays] | |
| | [Interactive Lever 2] |
| [Interactive Sheet View of Supply Plan] | Action: Activate 2nd Supplier |
| | Impact: +3 wks Lead Time |
| | |
| | [RAG Suggestion Card] |
| | "Suggest activating PharmaPack" |
| | [Model Scenario] |
| | |
| | [Strategic Impact Card (Live)] |
| | Shows impact on Corp Goals |
| | |
| | [Constraint Alert Card] |
| | "Violates Working Capital Goal"|
| | |
+------------------------------------------+-------------------------------+
| [FOOTER: Submit & Lock Balanced Operations Plan Button] |
+--------------------------------------------------------------------------+