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Expertise in Practice
39 articles on the supply chain, analytics, and pricing problems we solve every day. Filter by practice or industry to find what’s relevant to you.
39 articles
Supply Chain Manufacturing
What's In A Delivery Date?
Lead Time Calculation is Hard What’s in a delivery date? Turns out a lot in today’s complex supply chains making lead time calculation very difficult! As d
Analytics Private Equity
Extending Snowball to Cash & Inventory
Snowball is a general-purpose flow lens, not just a SaaS metric. The same Sankey-style visualization that clarifies ARR—inflows, outflows, and the net buil
Analytics Cross-Industry
Augmenting Financial Analysis with Agentic AI Workflows
Agentic AI turns your finance stack into a set of closed-loop workflows that plan, execute, and verify analysis—then hand decisions to humans with evidence
Analytics Cross-Industry
Resilient Data Pipelines for Finance
Finance teams live and die by the quality of their numbers. Executives expect reports that are repeatable, auditable, and on time—while operations demand f
Analytics Private Equity
ARR Snowball: Proving Revenue Durability
Recurring models, such as SaaS companies, live and die on retention and expansion, not one-time bookings. ARR Snowball decomposes revenue into inflows (new
Analytics Private Equity
Cost allocation model for when you don’t have invoice level detail
When a company lacks job-level costing, margin analysis stalls. At one client, direct materials, outside services, and labor weren’t tied to jobs; freight
Analytics Private Equity
Private equity analytics: two common, high-value use cases
PE teams need numbers that are consistent across systems, comparable across companies, and traceable to transactions. Two situations come up repeatedly and
Pricing Retail
Why is Pricing Excellence Important?
The Need for Better Pricing One of our customers eloquently said “If it ain’t broke, fix it anyway.” She was talking about pricing. She had inherited a pri
Pricing Retail
Do You Have a Pricing Opportunity?
Understanding if you have a pricing problem When we engage with retail prospects for our services, the first thing I usually ask is, “Are you setting price
Pricing Retail
How Do You Get a Pricing Project Started?
Navigating a Pricing Project If you’ve done your homework and are confident you have a pricing opportunity, it’s time to start thinking about a project. De
Pricing Retail
How Do You Implement a Pricing Service
Centralized pricing service In our consulting practice, we speak to many different retailers about their pricing needs. Recently, the requests we have fiel
Supply Chain Cross-Industry
Microsoft Fabric: A Good Tool for S&OP
As discussed in previous articles, Sales and Operations Planning (S&OP) is a critical process for aligning supply chain operations with business goals. Man
Supply Chain Cross-Industry
Choosing the Right Replenishment Software
Contrasting BlueYonder, Kinaxis, and o9 Solutions for Replenishment Planning Software Selecting the right software for replenishment planning can significa
Supply Chain Distribution
Scoping a Replenishment Planning Project
Key Topics Checklist To ensure a successful replenishment planning project, it's essential to address several critical topics before starting the implement
Supply Chain Distribution
Case Study: Near Realtime Replenishment Planning
Case Study: Replenishment Planning for a Distributor with a Complex Network In this case study, we explore how we helped a distributor that manages extensi
Supply Chain Cross-Industry
Choosing the Right Software Solution for Your S&OP Process
Evaluate the Alternatives and Make the Best Choice Possible for Your Organization Sales and Operations Planning (S&OP) is an essential business process tha
Supply Chain Retail
Enhancing S&OP with CPFR
Enhancing S&OP with Collaborative Planning, Forecasting, and Replenishment (CPFR) Successful businesses know that collaboration is the key to staying ahead
Supply Chain Cross-Industry
S&OP Maturity Models
Assessing and Advancing Your S&OP Process Sales and Operations Planning (S&OP) is a critical process that aligns an organization's supply and demand planni
Supply Chain Cross-Industry
Scenario Planning in S&OP
Preparing for Market Uncertainties In a world where market conditions can change overnight, businesses must be prepared to navigate uncertainty. This is wh
Supply Chain Cross-Industry
Change Management and S&OP
Implementing and Sustaining a Successful Process Sales and Operations Planning (S&OP) is a critical business process that aligns an organization's supply a
Supply Chain Cross-Industry
Integrating S&OP with Financial Planning
A Roadmap to Align Operational and Financial Goals Aligning operational activities with financial objectives is more critical than ever. Sales and Operatio
Supply Chain Distribution
TMS Consulting Benefit
Transportation management software (TMS) is a powerful tool that helps companies streamline their transportation operations, reduce costs, and improve over
Supply Chain Manufacturing
Why You Should Implement Purchase Order Optimization
Shipping air is never a good strategy. When purchase orders aren't optimized, it often results in less-than-truckload shipments and a host of associated is
Supply Chain Cross-Industry
Effective Steps in the S&OP Process for your Supply Chain
Sales and Operational Planning (S&OP) is a vital process for organizations seeking to align their business activities with their strategic objectives and o
Supply Chain Distribution
A Proactive Approach to Replenishment Planning
Effective replenishment planning is essential for companies looking to stay competitive and meet the ever-evolving demands of their customers. Time phased
Supply Chain Distribution
Replenishment Planning in a Multi-Echelon Network
In the dynamic landscape of modern supply chain management, meticulous planning is the cornerstone of ensuring the seamless flow of goods from factories to
Supply Chain Cross-Industry
Insights from PwC's 2023 Supply Chain Survey
PwC's 2023 Digital Trends in Supply Chain Survey highlights the growing importance of technology in transforming supply chains. In an increasingly digital
Supply Chain Manufacturing
Master Planning to Make Your Supply Chain More Efficient
Master Planning plays a pivotal role in streamlining production, procurement, and distribution processes, enabling organizations to enhance efficiency and
Supply Chain Cross-Industry
The Natural Progression of Planning Operations
In the complex world of supply chain management, well-orchestrated planning operations are the cornerstone of success. In a simplistic form, the journey be
Supply Chain Manufacturing
Order Promising With ATP and CTP
Today, supply and demand fluctuations have reached unprecedented levels, complicating your ability to confidently provide order promising timeframes. Navig
Supply Chain Cross-Industry
Inventory Optimization to Make Your Supply Chain More Effective
Inventory management is a complex and critical aspect of any business, encompassing raw materials, work-in-progress goods, and finished goods that can be s
Supply Chain Cross-Industry
Finding the Right SCM Partner
Finding the right SCM partner can be hard. Given how critical supply chain efficiency is, it's essential to ensure that your chosen partner genuinely prior
Supply Chain Manufacturing
Optimizing Your Warehouse Operations
In today's fast-paced and competitive business environment, optimizing your warehouse operations is critical to your success. To achieve this optimization,
Supply Chain Cross-Industry
Navigating the Complexities of Demand Planning and Fulfillment
In today's complex business world, demand planning and fulfillment are critical components of supply chain management. However, many companies struggle to
Analytics Retail
Grocery Item Search Suggestions
Existing customers frequently use the search bar to add items to the cart. Customers will typically search for items, add the item to the cart, then search
Analytics Retail
Dynamic Assortments in Online Grocery Shopping
Assortments are fixed in a grocery store. You understand the demographics of the customers and tailor the assortment to the averages for the store, but onc
Analytics Retail
Building a Grocery Cart Faster
Building the ideal shopping experience for existing customers is extremely important because they drive the most profit. At one client, existing customers
Analytics Retail
Insights on Grocery Online Shopping Behavior
We work with many grocery stores helping with eCommerce optimization, category management, and pricing. At one customer we analyzed online customer behavio
Analytics Retail
Online Grocery Shopping Channel Analysis
Here are some more insights we found in our analysis of online shopping behavior and tests: Targeted email and direct mail campaigns were most effective. B
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