Advisory · Organisation · Development
Supply & inventory planning
1. Brief service summary
Structure supply and inventory planning rules according to needs, variability and item criticality. The engagement prepares explicit parameters and responsibilities, without guaranteeing permanent availability or an optimal inventory level.
2. Your needs
Your organization experiences stockouts, surpluses or urgent orders that are difficult to explain. Historical data, lead times and replenishment rules are not always reliable or shared.
You wish to understand the factors driving decisions before changing parameters or acquiring a planning tool.
3. Objectives of the engagement
The engagement aims to segment needs, examine demand assumptions and define appropriate rules. It helps distinguish actual variability, insufficient data and operating inconsistencies.
The objective is to prepare an understandable arrangement, with responsibilities for revision and monitoring of deviations before wider rollout.
4. Indicative scope
Work may cover item categories, historical data, lead times, quantities and service constraints. Threshold, stock coverage or periodicity rules are examined according to context, without applying uniform parameters.
Scenarios make trade-offs between capital tied up in inventory, stockout risk and purchasing constraints visible. Data on expiry, criticality or substitution are included where relevant and available.
5. Possible delivery arrangements
Document analysis, workshops and scenario comparison provide a basis for preparing rules. A trial on an authorized sample may examine their behaviour and limitations; no change to live operational parameters is implicit.
6. Possible deliverables
Deliverables may include inventory segmentation, planning rules, proposed parameters and an arrangement for revision and monitoring of deviations.
7. Conditions and limitations
No demand, delivery or availability is guaranteed. Assumptions depend on confirmed information and constraints. Placing orders, physical stocktaking and tool integration are separate activities. Service 09.06 organizes overall flows; 09.10 addresses resilience and alternatives in the face of disruptions.

