Dos personas trabajando en una oficina, una con gafas y otra con el cabello levantado, ambos con computadoras portátiles en una mesa.

How Touchless Plan Works

A modern, automated approach to planning — no software installation, no heavy IT projects, and no more manual calculations.

Touchless Plan transforms your business rules into repeatable, automated workflows that generate your plans every cycle.

Your planners stay in control, but the manual work disappears.

How We Work

1. We map your business rules

Every company already knows how their planning works — it lives in spreadsheets, emails, and the minds of planners.
We extract that logic and turn it into a clear, structured rule set.

  • Fast onboarding in days or weeks, not months

  • No IT involvement required

  • No system integrations needed

  • Your planning knowledge becomes explicit and scalable

This becomes the foundation for automation.

2. Our engine generates your plan automatically

Once your rules are mapped, our automation engine creates your complete plan every cycle.

It brings together:

master data

constraints

demand and supply inputs

promo calendarsyour planning logic

The result: a consistent, end‑to‑end plan you can trust.

3. We detect exceptions automatically

Not every scenario can—or should—be fully automated.

Our system identifies anything requiring human judgement:

  • capacity conflicts

  • supply delays

  • stock risks

  • promotion constraints

  • missing or abnormal inputs

Everything is highlighted instantly. No more digging through spreadsheets.

4. Planners review exceptions, not spreadsheets

Your planners no longer build the plan — they simply review what matters.

We deliver an Exception Review Sheet with:

  • clear issue descriptions

  • our recommended actions

  • simple dropdowns to approve or adjust

  • comment fields for context

Decision‑making becomes structured and fast.

5. We regenerate the final plan, ready for execution

Once exceptions are reviewed, Touchless Plan automatically regenerates the final version of the plan.

You receive:

  • a clean, validated plan

  • full traceability for every change

  • an audit trail for governance

  • a version ready for execution or upload to your ERP

Zero manual editing. Zero risk of file corruption.

6.We maintain your rules continuously

Once exceptions are reviewed, Touchless Plan automatically regenerates the final version of the plan.

You receive:

  • a clean, validated plan

  • full traceability for every change

  • an audit trail for governance

  • a version ready for execution or upload to your ERP

Zero manual editing. Zero risk of file corruption.

The Result

A planning process that is:

  • automated

  • stable

  • predictable

  • far less manual

  • designed for planners, not IT

And you get it without buying new software, hiring consultants, or managing complex implementations.

Touchless Plan delivers planning outputs as a service, with your team always in control.

Curious how to apply this in your organization? Let’s talk.