Search Results for: forecasting

How to Best Understand SAP’s Multicloud Announcement

Executive Summary SAP announced the “multicloud,” which is a massive change in strategy for SAP. SAP makes several claims in the announcement that are either false or can be classified as “word salad.” Video Introduction: How to Best Understand SAP’s Multicloud Announcement Text Introduction (Skip if You Watched the Video) This article covers the announcement…

How SAP Mislead Analysts on Q1 2017 Earnings Call

Executive Summary SAP provided a large amount of false information on their Q1 2017 earnings call, while none of the Wall Street analysts seemed to notice. Introduction On April 24, 2017, SAP held its Q1 call with analysts. This article is an analysis of some of the information provided by SAP in this call. Much…

The Toyota Indus Motor Company S/4HANA Case Study

Executive Summary Toyota Indus Motor is one of SAP’s S/4HANA case studies. This case study carefully excluded the views of the client and any consultants who worked on the project. Our access to one consultant pointed out the difficulties of getting S/4HANA experienced resources, including SAP support for S/4HANA. Introduction Toyota Indus Motor Company is…

Financial Advisors – Pez Dispensers but for Falsehoods

Executive Summary Financial Advisors and How They Lie to their Customers Using Corrupt Sources of Information versus proven Resources Be careful about opening the mouth of a financial advisor, stock broker and so on. Unlike a Pez, that is not candy that is about to come out of their mouths. Introduction When I look back,…

Why the Standard Analysis of Japanese Manufacturing is Incomplete

Executive Summary What was missed when people went to try to figure out what the Japanese had done with quality? What role did unionization play in the Japanese success story, and why was it de-emphasized? Introduction An entire cottage industry was built around taking manufacturing concepts perfected by the Japanese and applying them to the…

Why Magical Ideas Are More Appealing than Standard Supply Planning

Executive Summary Magical thinking permeates supply planning over implementing the fundamentals. We explain why this is the case. Introduction to Magical Ideas in Supply Planning Several magical ideas are popular currently in supply chain management. The concept of Lean — which has been popular for some time, and demand sensing, which has recently become quite popular….

Is S/4HANA Actually Designed for the Cloud?

Executive Summary Hasso provides several assertions regarding the benefits of S/4HANA for the cloud. We review the accuracy of these benefits. Video Introduction: Is S/4HANA Actually Designed for the Cloud? Text Introduction (Skip if You Watched the Video) One of the common areas of confusion is the S4HANA cloud. That is the deployment of S/4HANA…

How To Best Understand SAP as Legacy for Software Companies

Executive Summary It is increasingly evident that SAP has a very high maintenance overhead and that the new products from SAP are worse than SAP’s ERP system. The new concept for getting value from SAP is to use non-SAP applications with non-SAP infrastructures like AWS and Google Cloud. Introduction to SAP as Legacy In a…

How to Best Understand Inventory Planning

Executive Summary Inventory planning differs from supply chain execution. We cover the major aspects of inventory planning. Introduction There are multiple manufacturing environments that a company that sells products falls into. These are called make to stock, make to order, engineered to order, and others. Understanding these and the role of replenishment triggers and inventory…