November 11, 2025AI

The Great Shift: From Legacy Planning to AI-Native Planning

Jasneet Kohli

Jasneet Kohli

Co-Founder

The Great Shift: From Legacy Planning to AI-Native Planning

Organizations today have access to more data, computing power, and analytical tools than at any other time in history. Yet many still plan the way they did a decade ago — relying on rigid systems, manual inputs, and disconnected spreadsheets.

The challenge isn’t the lack of technology; it’s the inability of legacy planning systems to keep up with the pace of business. Static workflows and monthly updates simply can’t match a world that changes by the day.

The next phase of transformation isn’t just about automation — it’s about adaptation. That’s where AI-native Integrated Business Planning / IBP comes in. IBP scope includes end-to-end planning across demand, inventory, replenishment, allocation, pricing, promotions, finance, assortment, personalization, and capacity.

What Makes AI-Native Planning Different

AI-native planning platforms are designed to learn, explain, and act. They bring together predictive analytics, automation, and self-optimizing agentic systems to make planning an ongoing, intelligent process rather than a one-off exercise.

Let’s look at how this shift is reshaping each pillar of modern business planning.

1. Data: From Scattered Systems to a Living Foundation

Most planners know the pain of dealing with fragmented data — sales in one system, supply in another, and finance in its own world. An AI-native platform unifies these streams into one dynamic data layer that updates continuously.

The platform automatically builds dynamic data models (Automated Data Modelling) that mirror enterprise structures, hierarchies, and dependencies. It maps relationships across diverse sources, from sales and finance to operations, ensuring alignment across functions. This automation eliminates manual configuration and accelerates onboarding.

Machine learning helps detect anomalies, fill gaps, and align information across sources. Over time, data becomes cleaner, more contextual, and always ready for analysis.

Result: Planners spend less time fixing data and more time using it.

2. Intelligence That Explains Itself

Traditional AI models often acted like black boxes — accurate but opaque. Modern AI-native systems are designed to be transparent. They can explain why a forecast changed, or what factors/drivers influenced demand last quarter. With conversational interfaces, planners can ask natural questions like “Why did service levels drop in Europe?” and get direct, visual answers.

A self-learning, evolving system powered by reinforcement learning, it continuously learns from human decisions, rewarding actions that improve forecast value and penalizing those that don’t. With built-in AutoML, data analysts can build, train, and deploy predictive models without writing a single line of code, while conversational AI makes it easy to create baseline models for use cases like forecasting, inventory optimization, price optimization, and personalization. By automating algorithm selection, hyperparameter tuning, and validation, the system ensures effortless scalability for large-scale forecasting. Ultimately, it empowers analysts and planners to actively contribute to and accelerate model deployment and innovation, driving faster, smarter, and more accurate decision-making across the enterprise.


The idea: make intelligence accessible to everyone, not just data scientists.

3. Infrastructure That Scales Naturally

Legacy systems were built for slow-moving data and periodic planning. As datasets grew and updates became constant, performance began to crumble.

AI-native architectures are built differently — distributed, scalable, and designed to allocate computing resources intelligently. That means faster simulations, real-time results, and lower infrastructure costs.

Key: Performance and efficiency grow together, not at each other’s expense.

4. Interfaces That Think with You

The interface is often where legacy systems show their age. Dashboards built years ago can feel rigid and unintuitive, with little room for exploration.

AI-native platforms take the opposite approach. They adapt to how people work, whether through drag-and-drop exploration, building your own reports, conversational inputs, or visual storytelling. Customization doesn’t require IT tickets or coding.

Tenet: When the tool fits the way people think, planning becomes collaborative rather than procedural.

5. Automation That Elevates People

Automation in planning shouldn’t mean replacing human intelligence; it should amplify it.

Agentic AI now handles the repetitive parts of planning: data preparation, reconciliation, and baseline forecasting. Planners step in for the interpretive parts: understanding drivers, shaping scenarios, and making strategic calls. It’s a shift from doing tasks to guiding outcomes.

Outcome: Empower humans to think, create, and lead. Automate the mundane. Elevate productivity.

6. Implementation That Keeps Pace with Reality

Traditional implementations could take months or more, long enough for assumptions to become outdated. Modern AI-native systems deploy in weeks. Pre-built data connectors, modular components, and self-learning models shorten the time from concept to live planning environment.

The focus isn’t on rushing but on staying relevant. A system that adapts continuously doesn’t need to be “finished” to start creating value.

Proof in performance: AI-native planning system drives a 10% forecast accuracy improvement within 8-12 weeks.

7. Co-Creation Over Customization

Older platforms required heavy customization; each tweak came with code, consultants, and cost. AI-native planning encourages co-creation instead. Business users can shape/configure workflows and KPIs directly, with AI guiding and validating those changes. The platform evolves with the business, not the other way around.

Outcome: This approach reduces technical dependency and fosters genuine collaboration between humans and technology.

8. From Accuracy to Impact

The ultimate goal of planning isn’t better numbers: it’s better outcomes.

When forecasts are more accurate, capital is freed up. When plans are synchronized, margins improve. And when decisions are explainable, trust builds.

The impact of AI-native planning is felt not only in efficiency metrics but in how organizations think and act — faster, with more confidence, and with a clearer sense of direction.

Organization-level impact delivered:

From data crunching to decision-making.
From silos to collaboration.
From misalignment to a single, unified plan across the CFO, COO, CEO, and planners

Ultimately, a higher service level at the lowest possible goal, and a margin expansion of up to 4%.

A New Way of Thinking About Planning

AI-native planning represents a shift in mindset more than in tools. It views planning as a living, dynamic process, one that continuously learns, tests, and improves.

Rather than waiting for data to be cleaned or models to be updated, planners can interact directly with intelligence that adapts in real time. The system becomes a partner, not a platform.

In this new world, planning isn’t a monthly ritual. It’s a continuous conversation between humans, data, and AI; all working toward the same goal: better decisions, made faster, with confidence grounded in understanding.

Jasneet Kohli

Jasneet Kohli

Co-Founder

I thrive at the intersection of business, technology, and data science to create value for CPG and Retail companies. Well-rounded experience in the entire spectrum of Supply Chain - Forecast to Ship.

Now part of an incredible journey at TrueGradient. Drawing from our experience with Amazon, Walmart, Mondelēz, and IBM, the team is committed to democratizing advanced modelling techniques. The platform drives end-to-end planning decisions (Demand, Inventory, Price, Promo, Assortment), helping companies improve service levels while minimizing costs.

In the past, i have served Fortune 500 clients. Held leadership roles in large organizations and start-up environments, such as Head of Operations, Solution Architect, Head of Customer Success, and Go-To-Market leader; worked in Asia (India and Singapore), Europe, and North America. Passionate about grooming talent and building high-performing teams.

I am an active sportsperson who plays both individual and team sports – soccer, golf, and cycling.

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