№ 001 — Index
For VPs of Supply Chain & Operations

Inventory
is a strategy,
not a spreadsheet.

We're an inventory & AI consultancy for consumer-products operators who are relocating supply bases, cutting working capital, and under orders to make AI pay for itself before next quarterly review.

Request AI Opportunity Assessment 4-week sprint · Fixed fee · Board-ready output
18%
Median reduction in safety-stock investment, post-engagement
11d
Average improvement in days inventory outstanding
9.2×
Forecast accuracy lift on promotional & seasonal SKUs
42d
From kickoff to first AI use case in production
§ 02 — Point of View What we believe out loud

Most "AI in supply chain" pitches
are dashboards wearing a costume.
We do the unsexy work underneath.

→ 01

Demand forecasting is a data problem before it's a model problem.

If your item master is messy, your promo lift is uncategorized, and your sell-through data lives in 14 places, no foundation model is going to save you. We fix that first — then add the intelligence.

→ 02

Safety stock is where finance and ops quietly disagree.

Service levels say "more." Working capital says "less." Multi-echelon optimization isn't a tool purchase, it's a governance conversation. We bring both teams to the same number.

→ 03

Supplier diversification is a two-year project, not a press release.

Moving production out of one country and into three takes qualification cycles, landed-cost rebuilds, and DC network redesign. We've run the playbook; we don't sell hope.

→ 04

An AI roadmap should fit on one page and pay back in one year.

If your "AI strategy" needs a steering committee to read it, it won't ship. We pick 3–5 use cases, size them in dollars, and tell you which one to start Monday.

§ 03 — Practice Four lanes. No theater.

Where we go
deep.

01 / Inventory Intelligence

Demand planning that survives contact with reality.

AI-augmented forecasting, multi-echelon inventory optimization, S&OP redesign, and SKU rationalization — for portfolios with thousands of items and dozens of retail customers.

  • AI Forecasting Modernization
  • Multi-Echelon Optimization
  • S&OP / IBP Redesign
  • SKU Portfolio Analytics
★ Flagship
02 / Supply Chain Resilience

Tariff exposure isn't a forecast. It's a deadline.

Supplier diversification, country-of-origin strategy, tariff scenario modeling, network redesign, and carve-out / stand-up programs for separating business units.

  • Supply Base Diversification
  • Tariff Scenario Modeling
  • Distribution Network Redesign
  • Carve-Out Operations
03 / AI & Automation

AI that ships, not slides.

Use case discovery, agentic workflows for procurement and customer service, document & contract intelligence, generative AI governance, and pragmatic deployment.

  • AI Opportunity Assessment
  • Agentic Workflow Build-Outs
  • Document & Contract Intelligence
  • GenAI Governance & Evals
04 / Data Foundations

The plumbing nobody wants but everyone needs.

Master data management, inventory control towers, retailer data integration (Retail Link, Vendor Central), and BI modernization. Boring on purpose.

  • Item / Supplier / Location MDM
  • Inventory Control Towers
  • Retailer Data Integration
  • BI & Analytics Engineering

Every CPG company we've worked with had an
AI ambition.
Only the ones with a number attached shipped.

The AI Opportunity Assessment is a 4-week, fixed-fee sprint that ends with 3–5 use cases, sized in dollars, sequenced by ROI, and ready to go to your CFO.

Start the Assessment
§ 04 — Field Notes What we're writing about

Operating in the data, not
above it.

Tariffs · Supply Chain Apr 2026 · 8 min read

The Real Cost of Moving Out of China (It's Not Tariffs)

Most relocation plans underestimate the qualification cycle by 60–90 days. Here's the operational math we've seen across five mid-cap brands.

Read field note
Forecasting · AI Mar 2026 · 6 min read

Why Your SAP IBP Forecast Misses Promos by 40%

It's not the model. It's the inputs. A practical guide to layering ML on top of statistical baselines without ripping out your IBP investment.

Read field note
M&A · Operations Feb 2026 · 10 min read

The Carve-Out Inventory Problem Nobody Briefs You On

When a business unit separates, inventory ownership and shared SKU exposure become the messy middle. A field guide for operators.

Read field note