S&OP and SIOP

Aligning sales, operations, and inventory isn’t a luxury — it’s a necessity for companies looking to scale sustainably. Sales & Operations Planning (S&OP), and its more advanced counterpart, SIOP (Sales, Inventory & Operations Planning), are proven frameworks to help organizations anticipate demand, manage supply, and make confident, cross-functional decisions. Yet many small and mid-sized businesses struggle to implement these practices in a way that sticks. That’s where we come in.

We help you design and embed a right-sized S&OP or SIOP process tailored to your business complexity, data maturity, and team bandwidth. We don’t believe in overengineering. Instead, we focus on establishing a reliable monthly cadence that brings sales, supply chain, and finance together to create one shared plan — supported by realistic forecasts, clear inventory policies, and scenario planning. Our goal is to replace surprises with confidence and chaos with clarity.

Where S&OP aligns supply and demand, SIOP goes one step further by integrating inventory as a strategic lever — not just a leftover outcome. We help you understand how to use inventory proactively: buffering the right products, cutting excess where it creates drag, and aligning working capital investments with service level expectations. Over time, this leads to faster turns, better cash flow, and fewer firefights on the shop floor.

Our team works closely with your leadership and frontline planners to build trust in the process, train on key principles, and introduce the right visual tools and KPIs. Whether you're just starting or reviving a stalled S&OP effort, we bring a grounded, no-fluff approach that delivers results. You’ll walk away with a repeatable rhythm, better visibility, and decisions grounded in fact — not guesswork.

If your business is growing but your planning process isn’t keeping up, now is the time to establish a foundation for operational alignment. With the right S&OP or SIOP process, you’ll gain the clarity to grow with control.

What We Deliver

• Customized S&OP or SIOP process tailored to your business maturity
   
• Calendarized planning cadence with roles, inputs, and decision points
   
• Forecasting review and alignment across sales, supply chain, and finance
   
• Inventory policy design (safety stock, min/max, reorder points)
   
• Cross-functional KPI dashboards (fill rate, forecast accuracy, turns)
   
• Scenario planning tools for constrained supply, new product launches, and demand shifts
   
• Hands-on facilitation of first 3–6 planning cycles to embed the process
   
• Training materials and SOPs for internal sustainment
   

What You’ll Gain

• One shared plan across sales, ops, and leadership
   
• Reduced inventory with improved service levels
   
• Higher forecast accuracy and trust in planning data
   
• Clear accountability and decision-making structure
   
• Fewer surprises, less firefighting, and stronger internal alignment
   
• Improved ability to respond to demand shifts and supply constraints
   
• Enhanced visibility into future risks and opportunities