Onboarding

Onboarding That Gets Pharma Teams Planning Faster

You can start planning before your ERP project is finished. Begin with one module and the files your team already keeps.

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Use the files you already keep

Items, Item Types, BOMs and Locations each accept the file your team maintains today.

Data Management masterdata list, Items, Item Types, Bill of Materials and Locations, each with an Upload button for the team's own spreadsheet.

Fast time-to-value, with no extended customization

PLAIO's onboarding is different. Plan with your real data, starting from the spreadsheets your team already keeps, one module at a time. We've made data migration painless with templates and guided configuration that doesn't require heavy customization.

Most planning rollouts stall well before anyone plans.

Usually the data has to be cleaned, reshaped into the vendor's template and queued with IT before the new tool shows a single SKU. It can drag on, and by then the team has drifted back to its old spreadsheets.

In PLAIO you upload the export you already have and keep your own headers. Drag each column onto the PLAIO column it feeds. Anything the plan doesn't use, a plant code for example, can stay out.

Why it matters:

Your planners know the data best, so they do the setup. The first plan reflects how they work, and IT doesn't have to fit the rollout into its backlog.

The planner's own spreadsheet headers on the left, mapped onto PLAIO's columns on the right, such as Product Group to Product Family and Base Unit to UOM.

Getting set up in PLAIO

Items upload step with a drop zone for .xlsx files and the expected columns listed below, SKU No marked Required.

Start with the files you have

Directly import your current spreadsheets without losing their structure. Map columns, drop in your data, and start planning without manual rework. Each dataset lists the columns it expects, with examples, and marks the ones that are required.

Second upload of the same export, with a banner saying the saved column mapping was applied automatically and the columns already matched.

Map your columns once

Upload a file with the same headers next week and PLAIO reuses the last mapping. The weekly refresh is then a quick upload and a check.

Data Review marking each uploaded row New or Updated, with 4 new, 3 updated and 21 unchanged called out.

Go from Data to a Usable Plan

Validate results and start planning with real data. Before anything is written, the review shows which rows are new, updated or unchanged. Business users control the mapping, reducing reliance on long IT handoffs or custom development.

How onboarding works in PLAIO

Data Management list in setup order: the five masterdata datasets first, then the demand datasets, each with its last upload time.

Upload existing data

Master data goes in first, in the format you already use: items, item types, locations, customers and bills of materials. Everything else refers to them. If a BOM line points at an item PLAIO doesn't have yet, the import stops and lists the missing IDs. You never end up with half a recipe.

Activate planning workflows

Demand, supply and production come in one module at a time. Forecasts and sales orders can keep the layout planners like, a row per item and a column per month, using a template from the dataset. Policies, supplier constraints and shop floors go through the same upload and review.

Expand over time

Integrations, additional data sources, and advanced configuration can be added progressively as your planning maturity grows. When IT is ready, the same data can be fed from your ERP through PLAIO's Integration API, matched on the same SKU numbers, so the setup you built on spreadsheets carries over.

See Data Management
If you sponsor the rollout

Key capabilities at a glance

  • A rollout that starts with one module and one planning scope.
  • Planners own the column mapping, so IT is only needed for access and the ERP link.
  • Each upload is validated on the spot and reviewed before the plan changes.

Why it matters:

You can see how far the rollout has come and whose data is in the plan. That makes it easier to back the first S&OP meeting run on PLAIO.

Explore Integrations
Data Review of an items upload marking 4 new and 3 updated rows, with 21 unchanged, before anything is accepted.

Onboarding FAQ

Mostly on how many modules, datasets and sites you bring in at the start. That is why we begin with one module and one planning scope, then widen it. The first plan also doesn't have to wait for the ERP integration.

No. Upload the file you have and drag your column names onto PLAIO's. Extra columns can stay in the file. Each dataset shows what it expects, with examples, and only a few columns are required.

Master data comes first: items, locations and bills of materials, and customers if you plan demand by customer. After that, add inventory and forecasts or sales orders. Supply and production policies follow when those modules start. A first plan needs far less than the full set.

PLAIO saves nothing until you accept the review. A column holding the wrong kind of value can't be mapped, and rows that can't be imported are listed. If the file refers to something PLAIO doesn't have yet, such as a BOM component missing from the item list, the import stops and names the missing IDs.

Whenever it suits you. Plenty of teams start on uploads and move the regular feeds to the Integration API once they trust the plan. The API takes the same data as the uploads and uses your own codes. Moving a feed leaves your setup as it was.

IT sets up access, and later the ERP integration, with our help on both. Planners do the uploads and column mapping themselves. That lets the planning team get going while IT keeps to its own schedule.

Start with one module

Move from spreadsheets to executable pharma plans without heavy IT dependency.

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