УДК 005.511:004.9; 338.45; 005.334
DOI: https://doi.org/10.36887/2415-8453-2025-4-24
JEL classification: M11, O32, M15, D81
Published: 19.12.2025
The article is devoted to the transformation of enterprise planning systems under the influence of Industry 4.0. Under conditions of VUCA and BANI, traditional deterministic methods become less efficient and are outperformed by intelligent systems. For Ukrainian businesses during the war, modernization of planning is a strategic tool for ensuring resilience. The purpose of the work is to theoretically substantiate and analyze the practical aspects of the transition to digital planning models based on predictive analytics and Data-Driven approaches. The study uses system analysis to examine the architecture of ERP systems; comparative analysis to compare the approaches of Industry 3.0 and 4.0; case studies of market leaders (Kernel, Metinvest, DTEK); and the method of logical generalization to identify barriers to digitalization. It has been proven that the digital transformation of planning is based on three shifts: the transition to Rolling Forecasting, the introduction of probabilistic modeling, and the use of artificial intelligence. The industry 4.0 toolkit is analyzed: integrated business planning (IBP), DDMRP methodology, deep learning algorithms (LSTM), and digital twins (Digital Twins). The synergy of these technologies enables risk-free testing of what-if scenarios. The experience of leading companies confirms that implementing these tools delivers measurable economic benefits – EBITDA growth and working capital optimization, even in crisis conditions. The digitalization of planning is imperative for integrating domestic businesses into global value chains. The main barriers to implementation are a lack of digital competencies, an outdated culture, and investment risks. It is recommended to focus on business process reengineering and cloud infrastructure development. The study’s results can be used by management to develop adaptive management strategies.
Keywords: digital planning, artificial intelligence, IBP, DDMRP, digital twins, VUCA world, strategic resilience.
Rеferences
- Hrinko, A. P., Hrynko, P. L., Ushakova, N. H., Androsova, T. V., Kulinich, O. A., & Pominova, I. I. (2022). Metodolohiia keruvannia biznesom v umovakh tsyfrovizatsii: monohrafiia [Methodology of business management in the conditions of digitalization: a monograph]. Kharkiv: MONOHRAF. Available at: https://repo.btu.kharkiv.ua/server/api/core/bitstreams/c6f4e0fe-da9d-430d-b39e-266479b5e548/content.
- Mytianska, A. (2022). Osoblyvosti stratehichnoho planuvannia diialnosti pidpryiemstv v umovakh tsyfrovizatsii [Features of strategic planning of enterprise activity in the conditions of digitalization]. Conference Proceedings of MNL, Pp. 61–63. Available at: https://archive.liga.science/index.php/conference-proceedings/article/view/182.
- Zadorozhnii, H. V., & Duna, N. H. (2021). Osoblyvosti ta perspektyvy Industriii 4.0 v ekonomitsi Ukrainy [Features and prospects of Industry 4.0 in the economy of Ukraine]. Visnyk ekonomichnoi nauky Ukrainy, Pp. 160–165. Available at: https://cyberleninka.ru/article/n/osoblivosti-ta-perspektiviindustriyi-4-0-v-ekonomitsi-ukrayini/viewer.
- Torres, J. A. O., et al. (2025). A Data-Driven Approach Using Recurrent Neural Networks for Material Demand Forecasting in Manufacturing. Logistics, Vol. 9, No. 3, 130. Available at: https://doi.org/10.3390/logistics9030130.
- Pavlik, M., & Michalski, G. (2025). Monte Carlo Simulations for Resolving Verifiability Paradoxes in Forecast Risk Management and Corporate Treasury Applications. International Journal of Financial Studies, Vol. 13, No. 2, Pp. 49. Available at: https://doi.org/10.3390/ijfs13020049.
- Blokhina, V. (2024). Vprovadzhennia ERP-system na pidpryiemstvakh Ukrainy [Implementation of ERP systems at enterprises of Ukraine]. Available at: https://elartu.tntu.edu.ua/bitstream/lib/45296/2/RSESGEP_2024_Blokhina_V-Implementation_of_ERP_systems_18-20.pdf.
- Tsymbal, A. H., & Sharova, S. V. (2025). Vprovadzhennia ERP-system v konsaltynhovykh kompaniiakh ta yikh vplyv na ekonomichnu efektyvnist [Implementation of ERP systems in consulting companies and their impact on economic efficiency]. Aktualni problemy ekonomiky, Vol. 4, No. 286, Pp. 59-69. Available at: https://doi.org/10.32752/1993-6788-2025-1-286-59-69.
- Simio Staff. (2025). Master Digital Twin Creation: Practical Guide for Beginners. Available at: https://www.simio.com/master-digital-twin-creation-practical-guide-for-beginners/.
- Melnyk, A. O. (2024). Vprovadzhennia tsyfrovykh rishen dlia optymizatsii upravlinskykh protsesiv orhanizatsii [Implementation of digital solutions for optimization of organizational management processes]. Ukrainian Journal of Applied Economics and Technology, No. 4, Pp. 171-176. Available at: https://doi.org/10.36887/2415-8453-2024-4-25.
- Shvets, N. V., & Shevtsova, H. Z. (2020). Rozvytok pidpryiemnytstva ta yoho rol u realizatsii pidkhodu smart-spetsializatsii v Ukraini [Development of entrepreneurship and its role in the implementation of the smart specialization approach in Ukraine]. Scientific Journal, No. 2 (60), Pp. 53-66. Available at: https://nasplib.isofts.kiev.ua/handle/123456789/171611.
- Roieva, O., Oneshko, S., Sulima, N., Saienko, V., & Makurin, A. (2023). Identyfikatsiia dydzhytalizatsii yak napriamu innovatsiinoho rozvytku suchasnoho pidpryiemstva [Identification of digitalization as a direction of innovative development of a modern enterprise]. Financial and Credit Activity Problems of Theory and Practice, Vol. 1, No. 48, Pp. 312–325. Available at: https://doi.org/10.55643/fcaptp.1.48.2023.3968.
- Redmond Accounting. (2025). Budgeting vs Forecasting: What’s the Difference and Why Does It Matter? Available at: https://redmondaccounting.com/2025/04/13/budgeting-vs-forecasting-whats-the-difference-and-why-does-it-matter/.
- Ashok Paul Praveen Kumar. (2024). AI-Powered Demand Forecasting in ERP: A Comparative Study of ML Algorithms. International Journal of Computing and Engineering, Vol. 5, No. 2, Pp. 1-11. Available at: https://ideas.repec.org/a/bhx/ojijce/v5y2024i2p1-11id3106.html.
- (2025). Transform your organization with SAP Integrated Business Planning. Available at: https://kpmg.com/xx/en/what-we-do/alliances/kpmg-and-sap/integrated-business-planning.html.
- (2025). DDMRP in 2035: The Evolution of DDMRP and Why Traditional Supply Chain Methods Won’t Work Anymore. Available at: https://www.simio.com/ddmrp-in-2035-the-evolution-of-ddmrp-and-why-traditional-supply-chain-methods-wont-work-anymore/.
- (2025). Demand-driven material requirements planning (DDMRP). Available at: https://www.sw.siemens.com/en-US/technology/demand-driven-material-requirements-planning-ddmrp/.
- (2025). What is a digital twin? Available at: https://www.ibm.com/think/topics/digital-twin.
- (2025). Integrated business planning is not just a new name for S&OP. Available at: https://www.anaplan.com/blog/ibp-not-just-new-name-for-sop/.
- Ukho, V. (2025). Development of Kernel’s regional initiatives based on the spatial structuring of the agricultural environment of Ukraine. Kyiv School of Economics. Available at: https://kse.ua/wp-content/uploads/2025/07/Ukho-Viktoriia-BE25-DEVELOPMENT-OF-KERNELS-REGIONAL-INITIATIVES-BASED-ON-THE-SPATIAL-STRUCTURING-OF-THE-AGRICULTURAL-ENVIRONMENT-OF-UKRAINE.pdf
- (2025). How Metinvest Is Transforming Its Business with AI: Automation, Drones and Robots in Finance. Available at: https://metinvestholding.com/en/media/news/yak-metnvest-transformu-bznes-za-dopomogoyu-sh-avtomatizacya-droni-j-roboti-u-fnansah.
- Arsecularatne, B. P., Rodrigo, N., & Chang, R. (2025). Reduce Energy Consumption through Digital Twin: A Literature Review. CIB Conferences, Vol. 1, Article 416. Available at: https://doi.org/10.7771/3067-4883.1245.
- (2024). Enhancing Resilience by Boosting Digital Business Transformation in Ukraine. Available at: https://www.oecd.org/en/publications/2024/05/enhancing-resilience-by-boosting-digital-business-transformation-in-ukraine_c2e06e50.html.
Quote article, APA style
Seleznova Halyna, Khvostikov Andrii. . Planning methods in an enterprise in the conditions of digitalization: transformation of paradigms, tools, and practice. The journal "Ukrainian Journal of Applied Economics and Technology". 2025 / #4. 126-131pp. https://doi.org/10.36887/2415-8453-2025-4-24
Quote article, MLA style
Seleznova Halyna, Khvostikov Andrii. "Planning methods in an enterprise in the conditions of digitalization: transformation of paradigms, tools, and practice". The journal "Ukrainian Journal of Applied Economics and Technology". . https://doi.org/10.36887/2415-8453-2025-4-24
