Inventory health check
Stock by item and location classified as healthy, excess, aged or short, with the cash at stake.
Supply chain, inventory & S&OP
Hold less inventory and still ship on time.
Work on demand planning, inventory policy, purchasing and logistics, tied together by a monthly sales and operations planning (S&OP) process, so service levels go up while the cash tied up in stock comes down.
WHEN COMPANIES CALL US
You may need this if…
- Warehouses are full, yet customers still wait for items that are out of stock.
- Forecasts are built in spreadsheets and nobody trusts them.
- Expediting and premium freight have become normal.
- Sales, operations and finance each have their own plan.
- Aged and obsolete stock keeps growing.
WHAT YOU GET
Outputs your team keeps and uses.
Inventory policies
Service targets, safety stock and reorder points by item segment, based on demand variability and lead times.
Forecasting process
A simple, measurable forecast with bias tracking and clear ownership.
S&OP cadence
A monthly process where sales, operations and finance agree one plan and resolve trade-offs.
Excess stock plan
How to sell through, return, rework or write down aged inventory.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–3
Diagnose
Analyze inventory, demand, lead times and service by item and location.
- 2Weeks 3–8
Set policies
Segment items, set targets and parameters, and fix the forecasting process.
- 3Weeks 6–14
Run S&OP
Launch the monthly cycle, coach the first meetings and track service and inventory.
QUESTIONS THIS ANSWERS
- How much of our inventory is doing a job, and how much is just cash on a shelf?
- What service level do customers need, item by item?
- Why is the forecast wrong, and who owns fixing it?
- How do sales, operations and finance agree one plan?
HOW WE MEASURE IT
- Inventory turns and days on hand
- On-time, in-full delivery
- Forecast accuracy and bias
- Expedite and premium freight cost
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.WHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
Usually not at first. Most gains come from better policies and process; software is worth choosing once the process is clear.
START A CONVERSATION