Supply Planning Audit

Without effective Supply Chain Planning, how can you expect good results in terms of cost and service?

“Guaranteed” – If you’re not delighted with the results, get a full refund!

Effective Supply Chain Planning is a vital function in any supply chain organisation.

But poor planning will cause havoc in your inventory and result in poor customer service.  Our guided audit and process walkthrough will assess the quality of your planning processes and will;

• Assess the effectivity and efficiency of your existing planning processes.
• Record, review and rate existing processes against good planning practice.
• Cover all aspects of supply chain planning including demand, supply, inventory, production, distribution, sales and operations planning.
• Assess the completeness of your policies and procedures documentation
• Review your existing use of technology for supply chain planning.
• Tell you exactly what you need to do to improve your supply chain planning processes to improve your inventory and service outcomes.

STypical Benefit: ~10%- 20% Boost in Supply Chain Planning Effectiveness.

Who is it for? Supply Chain Managers looking for an expert opinion on the quality of your current Supply Chain Planning Processes.

What you get? Customised report detailing our observations, findings and recommendations for Supply Chain Planning Process Improvement.

In our Supply Chain Planning Process Assessment we’ll meet with your planning team to discuss, document and rate your current Supply Chain Planning Processes.

We’ll cover all processes (and sub processes) related to: Inventory, Demand, Supply Planning, KPIs and S&OP.

From this meeting, we’ll prepare a report detailing our observations and recommendations to help improve your Supply Chain Planning processes.  Your path to improvement.

“Guaranteed” – If you’re not delighted with the results, get a full refund!

Planning Audit: From Forecasting Frustration to Supply Chain Synchronisation

The True Cost of Planning Dysfunction

When your supply chain planning misses the mark:

• Excess inventory ties up millions in working capital
• Production schedules constantly change, driving up costs
• Customer service suffers despite higher inventory levels
• Teams spend more time firefighting than improving

The Planning Breakthrough You Need

Our Planning Audit goes beyond identifying what’s broken—it creates the foundation for a synchronised, forward-looking supply chain that anticipates rather than reacts.

📈 Forecast Accuracy Assessment

We analyse your demand planning process through multiple lenses:

• Statistical method appropriateness
• Forecast bias patterns by product type
• Forecast error measurement and accountability
• Demand signal capture and integration
• Market intelligence incorporation

“After implementing the forecasting changes recommended in our Planning Audit, our accuracy improved by 22% in just three months. This alone paid for the entire audit process.” — Demand Planning Manager, Consumer Products Company

🔄 S&OP Effectiveness Evaluation

We assess your Sales & Operations Planning process against world-class standards:

• Cross-functional alignment mechanisms
• Decision-making effectiveness
• Executive engagement and accountability
• Planning horizon appropriateness
• Exception management processes

📦 Inventory Parameter Review

We examine the policies driving your inventory levels:

• Safety stock calculation methodology
• Lead time assumptions versus reality
• Order frequency optimisation
• Lot sizing practices
• Seasonality management

🏭 Production Planning Analysis

We evaluate how effectively you convert demand signals into production plans:

• Constraint management
• Capacity planning processes
• Changeover optimisation
• Planning parameter accuracy
• Schedule adherence tracking

Our Four-Phase Audit Process

1. Discovery & Data Collection
   We gather historical planning data, document current processes, and interview key stakeholders to understand your planning ecosystem.
2. Performance Analysis
   Our team applies specialised diagnostics to quantify planning effectiveness and identify specific improvement opportunities.
3. Root Cause Diagnostics
   We dig deep to uncover why planning issues exist, focusing on process, technology, people, and policy factors.
4. Transformation Roadmap
   You receive a detailed improvement plan with quick wins, strategic initiatives, capability building recommendations, and expected benefits.

Why Choose Our Planning Audit?

Our planning specialists bring industry-specific experience across retail, manufacturing, distribution, and consumer goods. We understand the unique planning challenges in your sector and provide practical solutions that work in your specific business context.