
Case study · Mercedes-Benz · 2022 – today
Resilient planning at scale
One scenario-capable plan from sales to supply, built and funded as one pooled portfolio.
shorter strategic planning cycle
products across five Agile Release Trains
people in one pooled portfolio
- Role
- Program Lead, since 2025 Portfolio & Program Lead
- Organization
- Mercedes-Benz AG, MB Customer Operations
- Method
- SAFe, Lean Portfolio Management
- Scope
- Portfolio budget responsibility across four divisions
01 · Challenge
Planning that could not bend
- The 2022 chip shortage showed it plainly: every change produced one deterministic plan that cascaded down to suppliers.
- There was no way to simulate scenarios without committing to them.
Mindset
From deterministic plans to scenarios and probabilities.
Organization
Four divisions planning together instead of handing numbers over.
Systems
An IT landscape never built for scenarios. Shared master data had to come first.
Read the full context
In 2022, the semiconductor shortage exposed what earlier crises (COVID, CO₂ targets, ramp-up studies) had already hinted at: vehicle planning was built for stability, not for scenarios. Every change in assumptions triggered a single deterministic plan that cascaded all the way down to suppliers. There was no way to simulate scenarios without committing to them.
The goal: make the planning chain resilient in two directions. First, be prepared: simulate scenarios deliberately, without feeding them straight into the live plan. Second, react faster: carry scenarios down the planning chain so that changes can be absorbed quickly.
The change had to happen on three levels at once. Mindset: from deterministic plans to thinking in scenarios and probabilities. Organization: Sales, Production, Procurement and Finance each owned their own numbers and handed them over sequentially, and integrated planning meant they had to plan together. Systems: the IT landscape was never built for scenarios, so many systems had to change and shared master data had to be created first.
02 · What I did
Build it, pool it, keep it alive
- Set up the program from scratch as one cross-functional organization: teams, release trains, method.
- Pooled the divisions’ budgets into one portfolio, one of the first Lean Portfolio Management setups in the group.
- Renewed the portfolio’s mandate in every annual budget round, with two levers:
Sponsors and a story that moves
Sponsors in every division. The value story retold whenever the business shifts: from “how do we build cars at all?” in 2022 to “how do we match production to demand?” today.
Ship early, prove value
Everything live as fast as possible. Real users, visible benefits, and a business case for every budget round.
Read the full story
The program was set up from scratch as one cross-functional organization. That meant staffing the teams, building the Agile Release Trains, establishing the method, and bringing IT, Production and Sales into joint teams. Portfolio steering across the planning chain required a new funding model: budgets from the individual divisions were pooled centrally and prioritized as one portfolio. This was one of the first applications of Lean Portfolio Management within the group.
Pooling budgets is not a one-off decision. Priorities are re-agreed every budget cycle, and each year the divisions’ own initiatives and the shared portfolio have to be weighed against each other. Securing alignment on one set of priorities across four divisions became the core of my work.
Sponsors and a story that moves with the business
We built close ties with stakeholders and management in every division and cultivated sponsors who advocated for the program in their own areas. Just as important, the value story had to be retold whenever the business context shifted. In 2022 the question was how to build cars at all when every car would sell. Today it is how to match production to demand. Same capabilities, a different answer to the problem that matters now.
Ship early, prove value
From day one, everything we built went live as fast as possible. That created real users who valued our processes and tools, some of whom came to depend on them. It made benefits visible early. And it gave us a solid business case that we could put on the table in every budget round.
03 · Results
Live from strategic to short-term planning
Business case validated by Controlling.
Strategic planning
One integrated plan
Sales to supply, cars and vans, scenario-capable. Cycle cut by around half.
● Live
Short-term
Scenarios down the chain
Chained planning starting. Agentic AI piloted in production planning.
● Rolling out
One master data basis across all divisions, cars and vans, a first in the company. Plus a central data hub for data products.
Read the full results
End-to-end strategic planning, live
One integrated plan from Sales through Production to Supply, for both cars and vans, fully scenario-capable. The planning cycle has been cut by around half, which frees time for more scenarios and portfolio case studies and gives top management a more resilient basis for decisions.
A shared foundation underneath
The less visible but perhaps most lasting result is one master data basis across all divisions and across cars and vans, a first within the company. A central data hub adds a data layer where we build and maintain the data products we need, and increasingly the ones we deliver to the wider group.
Scenarios further down the chain
The chain is now closed towards short-term planning, with scenarios in place there as well and chained planning starting. We have piloted agentic AI in production planning and, on that basis, connected sales and production planning.
Learning
“A pooled portfolio is never won once. The strongest argument in every budget round is a product people already use.”

Where it started · 2017 – 2022


