A focused three-month evaluation

Prove the fit. Then plan the next step.

Start with a defined set of parts, locations and questions. Use three months to understand the data, review real planning decisions and evaluate the outcome.

01

Month 1 · Scope & data readiness

Establish the baseline.

Choose the parts, locations and planning questions to evaluate. Review source data, agree responsibilities and define the measures that matter.

What we work toward

  • Agreed scope and data checklist
  • Baseline and success criteria
  • A practical review schedule
02

Month 2 · Planning reviews & feedback

Put the plan to work.

Review forecasts and planning scenarios with the people who make the decisions. Capture the exceptions, discuss the assumptions and refine the working routine.

What we work toward

  • Regular planning reviews
  • Documented feedback and decisions
  • Adoption and data-quality observations
03

Month 3 · Evaluation & next steps

Decide with evidence.

Assess measured outcomes against the agreed baseline. Separate operational changes from data or process effects, and agree what should happen next.

What we work toward

  • Evaluation against success criteria
  • Lessons and remaining gaps
  • An informed next-step decision

Make the evaluation useful

Agree what
“better” means.

Select measures with a known starting point and a clear interpretation. The pilot should answer business questions, not just demonstrate screens.

Measures to discuss

  • Data completeness and planning readiness
  • Time spent preparing and reviewing a plan
  • Exceptions identified and decisions recorded
  • Stock and availability indicators, where reliable data exists
  • Team adoption and confidence in the review process

These are possible evaluation measures, not promised improvements. Scope, fees, responsibilities and commercial terms are agreed separately.

The right people.
A workable starting point.

Bring a planning lead, a business sponsor and an IT or data contact. Together, define a manageable part/location scope, available history and a regular review cadence.

You do not need perfect data to start the conversation. You do need a shared understanding of its limitations and a plan to address them.

What would make a pilot worthwhile for you?

Start with the question your team needs answered. We’ll discuss the scope and evidence needed to answer it.

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