PLANNING & INVENTORY HEALTH CHECK

Before changing the system, understand the problem.

A focused independent assessment of your forecasting, inventory, planning processes, KPIs and decision routines.

THE PROBLEM

Something isn't working. But why?

Inventory may be increasing while service deteriorates. Forecasts may be unreliable. Planners may spend hours manipulating spreadsheets.

Management may receive dozens of KPIs without having a clear view of where action is actually required.

The temptation is often to immediately change the tool. But the real issue may sit somewhere else: data, parameters, process, governance or decision-making.

Typical symptoms

  • Excess inventory
  • Recurring stockouts
  • Forecast bias
  • Slow-moving inventory
  • Manual planning processes
  • Unclear KPIs
  • Ineffective S&OP meetings
  • Too much reporting, not enough action
WHAT I REVIEW

Four dimensions of planning performance.

Demand

Forecast accuracy
Forecast bias
Volatility
Forecast methodology
Commercial inputs

Inventory

Inventory profile
Excess stock
Slow movers
Stockout exposure
Safety stock
SKU segmentation

Process

Planning calendar
Roles & responsibilities
S&OP
Exception management
Decision routines

Data & Tools

ERP
Excel
Power BI
Master data
Manual processes
Reporting

DELIVERABLE

What you receive.

Current-state assessment

A clear view of what works, what doesn't and where the most important gaps are.

KPI baseline

A fact-based view of forecast, inventory and planning performance.

Priority opportunities

Identification of the areas where improvement can generate the greatest operational value.

Practical roadmap

What to fix first, what can wait and what probably doesn't need changing.

WHY START HERE?

Diagnose before you invest.

A new dashboard will not fix a broken planning process. A new forecasting model will not fix poor master data. And a new ERP will not automatically create better decisions.

The diagnostic is designed to separate symptoms from root causes before committing time and money to a larger solution.

Not sure where to start?

Let's discuss the problem before discussing the solution.

Discuss your challenge