The Signal June 17, 2025

Forecasting: The Strategic Superpower Hiding in Plain Sight

Advances in the tech stack mean the planning function is undergoing an operational rewrite, and forecasting is the real-time engine driving enterprise decision-making.

Kelly Coutinho Avatar
Kelly Coutinho
Planning

Forecasting touches everything – finance, supply chain, merchandising, product, people. It’s one of the few capabilities that looks forward and, at its best, it gives us a view of what might happen next – a real-time pulse on the business. 

For years, however, it’s been a supporting act. Planning cycles dominated as the anchor to rally around, even when the forecast suggested a different story was unfolding. That approach made sense where spreadsheets ruled the roost and forecasts were manual, updated infrequently with limited data. But the environment’s changing. 

Forecast First, Plan Forward 

Businesses are dealing with more signals than ever – more data, more volatility, more change. What’s different now isn’t just the volume of input, it’s our ability to do something about it, in real time. Thanks to advances in the tech stack – cloud infrastructure, streaming data, real-time simulations, and agentic AI – forecasts can be dynamic and responsive, constantly updating to the surrounding environment. 

With the latest deep learning techniques, we can apply signals at the level that matters – by product, market, geography, or function. Forecasts can be cut for the decision-maker and updated as conditions evolve. Short-term disruptions absorbed and long-term trajectories recalibrated. In this world: 

  • Forecast becomes the engine 
  • Plan reflects ambition 
  • The delta between them is a place to strategize and galvanise action 

This shift isn’t just about new tools. It changes how businesses operate. Planning evolves from a calendar-driven ritual to a continuous, intelligent loop – connecting demand and supply, ambition and execution, signal and action – while facilitating strategic alignment and response at every level. 

Agentic AI Compresses Signal to Action  

Agentic AI doesn’t just automate tasks, it accelerates decisions. Agents continuously monitor live signals, test scenarios, simulate outcomes, and act across systems. 

When signals can trigger fast, coordinated action, we’re seeing not just productivity gains but upper-funnel value creation, whether it’s reacting to emerging demand, adjusting supply, or reallocating resources. As the cost to act falls, the economic opportunity shifts, making early movement more valuable over time. Some examples: 

  • At Walmart, a system of agents now augments the product development lifecycle, from demand sensing to prototype creation, in sourcing. 
    → Result: 257% increase in speed to market 
  • Unilever is connecting customer POS data and stock information to its supply system with an AI overlay that assesses and replans in real time  
    → Result: > +12% revenue growth
  • A Fortune 500 company automated its end-to-end planning, recalibrating forecasts in real time to unlock production agility 
    → Result: 6-month reduction in lead time 

The secret? Agents thrive in systems without layers of bloat and friction. 
 

Workflow Deprecation: The Hidden Lever 

For decades, workflows have grown by accumulation. Exceptions patched in, reviews added, handoffs layered on. The result? Processes optimised for alignment, not speed. 

We’ve all been there – a weekly demand planning call involving 20+ people across all business functions, the purpose being to “align the plan.” But in practice, each function brings its own numbers, forecasts are debated for hours, and decisions are often deferred pending further data. 

This weekly ritual exists because no system exists to reconcile inputs in real time. Forecasts get locked, copied into spreadsheets, and then, by the time consensus is reached, the signal has changed. 

The real value lies in less vertical hierarchy, more lateral flow, and greater space for judgment and strategy. 

At Zero 100, we’ve been leveraging our proprietary AI blueprint data and see an opportunity to deprecate about 15% of workflows by implementing a first round of agentic AI across The Loop. This involves mapping capabilities to what we call Power Threads, which involves the horizontal work of fusing multiple functional areas in the application of an AI use case. 

Planning’s Phoenix Moment   

This isn’t “Planning 3.0.” It’s the rebirth of planning as a core enterprise capability. For years, planning has been a static function – anchored to cycles, governed by artifacts, siloed by design. That model is being burned down. In its place rises planning which is continuous, intelligent, and the heart of enterprise. No longer downstream of strategy but architecting how strategy takes shape.  

The companies that will lead the next decade won’t be defined by how tight their plans are, but by how quickly they can adapt. Now is the time to step back, rethink first principles, and build workflows that reflect how product moves across The Loop. And that presents a new opportunity for leaders, which we predict will involve the evolution of skill sets, the emergence of new roles like agentic planners or forecast architects, and building fusion teams.  

This operating shift isn't about using AI in forecasting. It's about redesigning planning to operate at the speed of AI.