Services
Management consulting services — demand planning, inventory optimization and supply chain advisory for small and medium businesses.
Inventory Diagnostic
A structured assessment of finished goods and, for manufacturers, key direct materials — quantified findings and prioritized corrective action.
- Written report: findings quantified in dollars
- Prioritized 90-day action plan
- One-hour executive readout (on site or by video conference)
- Complete Excel working file, which becomes the client’s property on payment in full
- A half-day warehouse visit is included
Founding offer: $450 CAD + HST if applicable for the first three diagnostics booked by January 20, 2027, delivered in February 2027.
Book a free callPlanning Retainer — Essential
- Monthly SKU-level demand forecast for A and B items; simple min/max rule for C items
- Service target by ABC/XYZ segment; safety stocks and reorder points recalculated every 3 months (A items) and every 6 months (B items)
- Monthly purchase plan by supplier: what to order, how much and when
- Supplier follow-up on open orders — direct, in writing, client copied; every two weeks, weekly for at-risk orders
- Monthly indicators: fill rate by line against target, inventory turns, stockouts, days of coverage, forecast accuracy
- Monthly review meeting
- Ongoing communication as needed
Planning Retainer — Plus
Only in Plus — everything in Essential, plus:
- S&OP light: 90-minute monthly meeting, 6-month horizon, one alternative scenario and mid-month follow-up of actions
- Planning support for new products and promotions: two, three or four events per client sales cycle (e.g., a quarter or a season), by size of operation
- Continuous improvement of the planning process, workbooks and indicators, including a supplier performance review
- Logistics cost review, once a year (implementation is a separate project)
- Email support: planning questions between meetings; response within one business day
*Timeline confirmed at kickoff, depending on the number of SKUs and the scope of raw materials, particularly in manufacturing operations: typically up to three weeks, or another agreed timeline. Delays in data or access extend the timeline accordingly.
**Fees are starting points. Each engagement is confirmed with a tailored quotation based on the number of active SKUs, the number of suppliers under management, and the type of operation — manufacturing, distribution, or import-based versus locally sourced supply.
Essential and Plus, side by side
Scroll sideways to see all columns →
| Deliverable | Essential | Plus | Frequency |
|---|---|---|---|
| Validated monthly data in the planning workbook | Yes | Yes | Monthly |
| SKU-level forecast, A and B items | Three-month horizon | Six-month horizon | Monthly |
| C-item min/max list with exceptions | Yes | Yes | Monthly |
| Parameter table (targets, safety stocks, reorder points) | Yes | Yes | A items every three months; B items every six months |
| Purchase proposal by supplier | Yes | Yes | Monthly |
| Open purchase order tracker and copied supplier correspondence | Yes | Yes | Every two weeks; weekly for at-risk orders |
| Key indicator dashboard (one page) | Yes | Yes | Monthly |
| Monthly review meeting minutes and decision and action log | Yes | — (covered by S&OP light) | Monthly |
| S&OP light pack, minutes and decision and action log | — | Two to three pages, with scenario and mid-month follow-up | Monthly |
| Event sheets for new products and promotions | — | Yes | Per event, within the limit per sales cycle |
| Logistics cost review memo | — | Yes | Once a year |
| Workbook and indicator refinements; supplier performance review | — | Yes | Periodic |
Most clients start with the Inventory Diagnostic ($950 CAD + HST if applicable), so the first monthly cycle runs on measured parameters. When a retainer follows the diagnostic, the first month of transition is included in the first monthly fee. The full Retainer Service Guide is available on request.
Manufacturers, distributors and wholesalers in Saint John and Sussex
No dedicated planner on staff
Purchasing handled alongside other duties.
Recurring overstock in some lines and stockouts in others
Seasonal demand, imported product, or a growing SKU base
Owners who need a planner every month, not a full-time position
Questions about scope and terms
What is not included?
Implementation, ERP configuration, supplier negotiation and physical inventory counts are not included. Spare parts and other MRO items are out of scope. In the retainer, these are excluded unless agreed in Schedule A, and logistics cost work is advisory only.
What are the retainer terms?
Minimum engagement: three months; thereafter either party may end the retainer on 30 days’ written notice. Billing: monthly in advance, net 15. Limits on active SKUs, suppliers and open orders are set for each client in Schedule A.
Can a retainer start without a diagnostic?
Yes. Without a prior diagnostic, the setup is the Inventory Diagnostic itself, at $950 CAD + HST if applicable, so that the first cycle runs on measured demand, measured lead times and a documented baseline.
Who owns the deliverables?
The deliverables, including the Excel working file, become the client’s property on payment in full. We retain our pre-existing methods, models, templates and tools.
Are results guaranteed?
Findings, forecasts and recommendations are professional estimates, not guarantees of results.
Are expenses charged?
Expenses are payable only if approved by the client in writing in advance.
Getting started
Book a free 20-minute introductory call (Zoom video call): [email protected]