S&OP Consulting
Sales & Operations Planning
your leadership team actually trusts.
We rebuild broken S&OP processes for mid-market and private equity–backed companies — data, process, forecasting, and incentives — and deliver measurable results in 90 days.
From our S&OP rebuild for a $400M industrial manufacturer:
22%
Inventory Reduction
From 94 to 73 days of supply
~$18M
Working Capital Freed
94%
On-Time Delivery
Up from 81% across top 200 SKUs
4 Days
Planning Cycle
Down from 10 days per month
31%
Forecast Accuracy
Improvement in SKU-level MAPE
"The first forecast I've trusted in three years."
CFO, PE-backed industrial manufacturer
Signs Your S&OP Process Is Broken
Signs Your S&OP Process Is Broken
Most S&OP problems don't announce themselves. They show up as symptoms leadership has learned to live with:
If any of these sound familiar, your S&OP process isn't broken because your team isn't trying hard enough. It's broken because the process, data, and incentives aren't aligned. That's fixable.
Our Approach
How We Fix S&OP in 90 Days
We don't start with software. We start with the process — because the best technology in the world won't fix a broken operating rhythm.
Phase 01
Diagnose
We map your current S&OP process end-to-end — data flows, decision rights, meeting cadence, and incentive structures. We identify the specific failure points driving your symptoms.
Phase 02
Redesign
We redesign the process before we touch the technology. New operating cadence, clearer decision rights, aligned incentives, and a data architecture that supports the process — not the other way around.
Phase 03
Build & Deploy
We build the APEX applications that embed the new process into your leadership team's daily workflow — demand sensing, inventory visibility, financial alignment, and exception management.
Phase 04
Embed & Sustain
We run the new process alongside your team until it's self-sustaining. We train your people, tune the models, and hand off a process your team owns — not a system they depend on us to maintain.
Why Our S&OP Transformations Stick
Why Our S&OP Transformations Stick
Process before technology
We redesign the operating rhythm first. Technology amplifies a good process — it can't fix a broken one.
Incentive alignment
Most S&OP failures are incentive failures. We surface the misalignments between sales, operations, and finance and help leadership resolve them before they undermine the new process.
Ownership transfer
We build with your team, not for them. By the end of the engagement, your people run the process. We're not in the critical path.
Measurable outcomes in 90 days
We scope every engagement to deliver quantified results — inventory reduction, working capital improvement, cycle time reduction — within 90 days.
How APEX Powers This
APEX integrates your demand signals, inventory data, and financial plans into a single real-time view — giving leadership the visibility to make faster, more confident S&OP decisions. We build custom APEX applications for each client's specific planning environment, so the technology fits the process rather than forcing the process to fit the technology.
From The Climb
Proven at Every Scale
Case Study: Rebuilding S&OP for a $400M Industrial Manufacturer
A mid-market industrial manufacturer was running a broken S&OP process that was costing them in excess inventory, missed service levels, and management time. Here's how we fixed it in 90 days.
Case Study: Unifying Operational Framework Across a $500M Global Adhesive Technologies Company
Fragmented ERP systems and inconsistent processes across multiple entities were costing a global chemical manufacturer in efficiency and visibility. Here's how we unified their operational framework and positioned them for rapid growth.
Case Study: Network Optimization & Footprint Reduction for a $3B Global Water Treatment Leader
A $3B global water treatment company needed to merge two subsidiaries and relocate production from Florida to Mexico — without disrupting supply chain continuity. Here's how we executed the transition.
Case Study: E2E Supply Chain Transformation & Organizational Design at an $8B Consumer Products Company
Four legacy business units with misaligned planning processes and a heavily matrixed organization. Here's how we standardized a $4B segment, globalized S&OP, and redesigned the organization to sustain it.
Built For
Built For
- Mid-market manufacturers and distributors between $100M and $2B in revenue
- PE-backed companies under pressure to improve working capital and EBITDA
- Organizations that have outgrown spreadsheet-based planning
- Leadership teams where sales, operations, and finance are not operating from the same plan
- Companies that have tried S&OP before and couldn't make it stick
Common Questions
S&OP Consulting FAQ
Ready to fix your S&OP process?
Our 4-week APEX Accelerator Engagement delivers a prioritized roadmap with quantified working capital and cost reduction opportunities — no strings attached.