Supply Chain Current State Assessment
Best For: Fill Rate Recovery & Cash Release
$150M Supplement Manufacturer, PE-Owned
Challenge:
Historically high fill rates were crashing and inventory was growing rapidly. The Operating Partner identified both trends as a threat to the value creation plan. Internal management had tried to address it, but lacked a structured approach.
Action:
The assessment determined that planning couldn't communicate with sales and was overforecasting the wrong mix. Systematic Sprint embedded with the team to realign the planning process with actual demand.
Result:
$4.2M cash freed from inventory. +9 points fill rate improvement. 6 months embedded with the team from assessment through execution.
"Mike's hands-on approach focused on coaching our team through implementation, not just delivering slides."
- Travis D., Operating Partner, Lion Equity
Operations & Inventory Assessment
Best For: Dead Stock Recovery & Vendor Consolidation
$125M Commercial Textiles and Wall coverings, PE Owned
Challenge:
Demand dropped while lead times extended. Inventory ballooned with no process in place to balance supply and demand. Planning was driven entirely by history, with no forward-looking forecast.
Action:
The assessment revealed 365+ days of textile inventory on hand. Analysis identified $4M in dead stock (~2,000 SKUs with no sales in 3+ years) and a fragmented supply base of 120+ vendors creating complexity and limiting purchasing leverage.
Result:
Roadmap delivered to recover $4M+ in trapped working capital through SKU rationalization. Additional $1.35M annual COGS improvement opportunity through vendor consolidation. Roadmap delivered for S&OP implementation and two key role additions (Procurement and Demand Planning).
"Mike moved fast and efficiently to achieve major improvements in our process. We continue to benefit from his approach."
Paul C., CEO, Riverside Portfolio Company
S&OP Current State Assessment
Best For: Planning Alignment & Revenue Recovery
$185M Life Safety Equipment Distribution, PE-Owned
Challenge:
Sales and planning were misaligned. Supply chain was disconnected from finance. The company whipsawed between overbuying and purchasing freezes, leading to broken delivery promises and lost revenue.
Action:
The assessment revealed no structured communication loop between sales, operations, and finance. A 60-day S&OP Kick-Start installed a formal planning cadence, introduced pre-meetings and a "no surprises" discipline, and implemented new planning technology. Key metrics established: fill rate and purchasing plan adherence.
Result:
$1.1M in backorder reduction. 40% faster lead times within 6 months.
"Mike helped us deploy a more organized and formalized S&OP process."
- Jeff M., CEO, Gridiron PortCo
Systematic Sprint
Best For: Cash Release & Purchasing Discipline
$85M CAPITAL EQUIPMENT MANUFACTURER, PRIVATELY HELD
Challenge:
The CFO saw an inventory bubble on the balance sheet and borrowing limits were reached. Cash was trapped in parts the business did not need.
Action:
The assessment revealed that procurement was disconnected from actual demand. Purchasing bought more than sales sold, and no formal communication loop existed between the two. A Systematic Sprint embedded with the team to restructure purchasing discipline and align inventory to actual demand.
Result:
$6.9M cash freed from inventory. 41% inventory reduction (closed an offsite warehouse). 9 months embedded with the team from assessment through execution.
"During the time I worked with Mike, he drove meaningful improvements in operational effectiveness across our entire manufacturing and supply chain organization."
- Scott J., CFO, Family Office-Owned Manufacturer
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