Course Details
A 2-day course, 6 hours per day (12 hours in total, 09:00-16:00), delivered as lectures with hands-on workshops built on one continuous case across both days. Intermediate level, no programming required. The course focuses on applying AI with the tools planning teams already use; it is not ERP or planning software training. Tools covered are Microsoft Excel (Forecast Sheet, PivotTable) with Copilot and Python in Excel, Power BI Desktop and Microsoft 365 Copilot Chat. Learners bring a Windows 10/11 notebook with current Microsoft 365 Apps and Power BI Desktop installed in advance, plus a Microsoft 365 Copilot account as enabled by their organization. Practice
data covering sales history, inventory, lead times and suppliers is simulated with seasonal patterns and provided by the instructor, and learners may bring their own masked data to the workshops. Learners take home a demand forecasting Excel file with accuracy measurement, an ABC / XYZ, safety stock and reorder point template, a prototype Power BI dashboard for supply chain KPIs, prompt templates for procurement and supplier analysis, and S&OP recommendation slides from the scenario simulation. Assessment includes a 20-question pre-test and post-test, evaluation of forecast and calculation accuracy in the workshops and the quality of the S&OP presentation, and a post-training satisfaction survey.
Day 1: AI for Forecasting and Planning
Section 1: The Supply Chain in the AI Era
- Overview of the Plan, Source, Make, Deliver and Return supply chain cycle
- The bullwhip effect and how its impact ripples through the supply chain
- Seasonal swings, raw material prices, delivery lead times and supplier risk
- Why volatility makes traditional planning no longer enough
Section 2: AI Use Cases Across the Supply Chain
- Demand sensing and demand forecasting
- Inventory optimization and supplier risk assessment
- AI in logistics and generative AI for procurement
- Case studies of AI in manufacturing supply chains
Section 3: Demand Forecasting Fundamentals
- Time series components: trend, seasonality and noise
- Moving average and exponential smoothing methods
- Machine learning forecasting compared with traditional methods
- MAPE and forecast bias for data-driven decisions instead of trusting AI unconditionally
Section 4: Hands-On Forecasting in Excel
- Creating a forecast with Forecast Sheet (ETS) in Excel
- Having Copilot build a forecast with Python in Excel
- Comparing the accuracy of each method with MAPE and forecast bias
- Lab: forecast simulated sales data both ways and choose the better result
Section 5: Forecast with Data, Decide with People
- Combining AI forecasts with human decision making
- Adjusting forecasts with market information the model cannot see
- Building a consensus forecast across the functions involved
- The role of the forecast in the S&OP process
Section 6: Workshop 1: Seasonal Demand Forecast
- Case: five simulated products with different seasonal patterns, forecast 12 months ahead
- Measure the forecast accuracy of each product with MAPE and forecast bias
- Use the case study provided by the instructor or masked data from your own work
- Workshop: summarize the forecast to carry into day 2
Day 2: Inventory, Procurement and S&OP
Section 7: Inventory Management with AI
- Classifying items with ABC / XYZ analysis
- Calculating safety stock from demand variability and lead time
- Calculating the reorder point to set the right time to order
- Having Copilot build the formulas and explain the results, with a reusable template
Section 8: Production and Capacity Planning
- The master production schedule (MPS) concept
- Material requirements planning (MRP) and how it links to the MPS
- Capacity planning and checking whether capacity can support the plan
- Using AI to simulate what-if scenarios for the production plan
Section 9: AI for Procurement
- Spend analysis to see spending by category and supplier
- Monitoring supplier risk
- Summarizing contract terms and drafting RFQs with Copilot
- Trade secret precautions when using generative AI
Section 10: Supply Chain Dashboard
- Designing a supply chain KPI dashboard in Power BI
- OTIF, inventory turnover, days of supply and forecast accuracy metrics
- Using Copilot to summarize insights from the dashboard
- Lab: build a prototype Power BI dashboard from simulated data
Section 11: Limitations and Risks of AI
- Incomplete data and its effect on forecast reliability
- Unexplainable results and the problems they cause in decision making
- The risk of over-reliance on AI
- Using AI responsibly in supply chain work
Section 12: Workshop 2: S&OP Scenario
- Build on the day 1 forecast to calculate safety stock and reorder point for each product
- Simulate a 20% demand increase in peak season
- Simulate a longer lead time for a key raw material
- Workshop: present recommendations to a simulated S&OP meeting