All Engagements At A Glance
Supply Chain - Current State Assessment
The full picture. Completed in 30 days or less.
Best for: You need a full picture of what is wrong across the supply chain before committing to a fix.
You're ready to move, but you need a roadmap. This is a comprehensive review of your supply chain: people, process, and performance. You get root cause identification and a prioritized action plan with quantified opportunities.
What you get:
- Deep dive into process and people
- Data analysis across planning, purchasing, and inventory
- Root cause identification
- Prioritized roadmap with quantified opportunities
- Board-ready deliverable
Timeline: Completed in 30 days or less.
Operations & Inventory Assessment
For distributors and manufacturers where margins are compressing, and inventory is misaligned.
Best for: Cash is trapped in inventory, margins are compressing, and write-offs are growing.
The problem is not one bad decision. It is a system that stopped working. Your team knows something is off, but nobody can explain exactly why.
This assessment gets inside the data to find where cash is trapped, why margin is leaking, and what operational changes will have the highest payback.
What you get:
- Leadership and cross-functional interviews
- Inventory segmentation analysis (what's selling, what's sitting, what's costing you)
- Operational process review (purchasing, replenishment, warehouse footprint)
- Root cause identification
- Prioritized roadmap with quantified opportunities
- Board-ready deliverable
Timeline: 45-60 days.
S&OP Current State Assessment
For businesses where the planning process exists but isn't producing results.
Best For: You have an S&OP meeting, but decisions still happen in silos and nothing changes.
Purchasing buys what it wants. Sales forecasts go ignored. Nobody owns the outcome. The meeting exists, but the process does not.
This assessment evaluates your planning process against the 25 elements of S&OP maturity, identifies where the breakdowns are, and delivers a prioritized roadmap to close the gaps.
What you get:
- Observation of a live S&OP cycle
- Leadership and cross-functional interviews (Sales, Supply Chain, Finance)
- People, process, and technology assessment
- Metrics review: what's measured, what's missing, how each function is performing
- Prioritized project list: "Just Do It" opportunities, Quick Wins, and longer-term projects
- Board-ready deliverable
Timeline: 30 days or less.
Systematic Sprint
The execution path for the Supply Chain Assessment or Operations & Inventory Assessment.
Best For: The assessment is done, and the priorities are clear. You need execution.
This engagement takes the prioritized roadmap and turns it into results: working capital released, service levels restored, processes that stick.
I stay embedded with your team through implementation. Your people own the outcomes. I make sure the changes hold.
What you get:
- Execution of prioritized Quick Wins and Just Do It opportunities
- Process redesign and implementation
- Cross-functional alignment and accountability structure
- Coaching through adoption
- Measurable results documented for leadership
- Board-ready deliverable
Timeline: 60–90 days.
S&OP Kick-Start
For businesses ready to install a planning discipline that actually works.
Best For: Your team knows S&OP matters, but nobody owns the process, and meetings lack structure.
Roles are unclear. Decisions happen outside the process. You need a framework built for your business, not a generic playbook.
This 90-day engagement installs a functioning S&OP process through three phases: Education, Architecture, and Pilot. Your team does not just learn S&OP. They run it and own it.
What you get:
- Executive training and organization-wide "Why & What" sessions
- Roles, responsibilities, and participation matrix defined
- Monthly S&OP cycle calendar and meeting cadence
- Templates, tools, and materials for each meeting
- Coached pilot through all five S&OP meetings
- Defined measures of process performance
- Board-ready deliverable
Timeline: 90 days.
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