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1) Identify strategic partners;
2) Align on common KPIs (service, stock, margin);
3) Implement a cloud platform for live data exchange;
4) Automate alerts & processes (CPFR, VMI);
5) Manage performance through regular reviews and continuous improvement. McKinsey & CompanyBenjamin Gordon Cambridge Capital
Benefits include:
• End-to-end visibility of needs;
• Reduction of stockouts and overstocks;
• Optimization of transportation and production costs;
• Strengthening strategic relationships through shared objectives and improved time-to-market. SlimstockMcKinsey & Company
• Build trust and transparency (data sharing + clear rules);
• Standardize exchange formats (calendar, units, KPIs);
• Use common KPIs to measure collaborative performance;
• Invest in real-time cloud platforms for continuous plan updates;
• Regularly review agreements and adjust processes. Benjamin Gordon Cambridge CapitalSAP Taulia
The most sought-after solutions offer:
• Supplier/customer portal to share forecasts, orders, and confirmations in real time;
• Integrated BI dashboards;
• Alert management (delays, shortages);
• API integration with ERP/WMS to limit IT load. Software such as Flowlity facilitates these exchanges while guaranteeing data security. qimaone.fr
Collaborative planning involves sharing forecasts, inventory, and constraints in real time between customers, distributors, and suppliers in order to make joint decisions (quantities, dates, priorities) and reduce the “bullwhip” effect. Slimstock