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Supply Chain

Optimize Supply Chain Performance with Data-Driven Planning

Align operations with real-time visibility, integrated data, and agile planning tools - built entirely on the Microsoft stack.

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You'll be in good company
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Lodestar Logo
adco electrical corporation logo
Plexsys Logo
AIM Logo
Pon CAT Logo
HW Logo
Roc Logo
Dukes Education Logo
Zeiss Logo
Publix Logo
Organigram
Brailsford & Dunlavey Logo
Empire CAT Logo
Atmax Logo
Savills Logo
The YMCA Logo
TKE Logo
Global Roofing Group Logo
Barrick Logo
The Problem

Operations teams are accountable for delivery, yet lack the data and planning tools to stay ahead of demand.

late insights graphic

Insights come too late

By the time you spot the problem, it’s already too late to act.

Problem graphic

Teams are out of sync

Siloed tools break assumptions and delay decisions across teams.

outdated reporting data graphic

You’re planning with guesswork

Spreadsheets can’t adapt to change, making every forecast fragile and out of date.

what we do

Integrated Supply Chain Planning and Analytics—Powered by Microsoft Fabric and Power BI

We implement connected planning and analytics systems in Power BI that help operations teams improve visibility, optimize production and inventory, and plan with agility.

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Deliver real-time, decision-ready insights with Power BI.

Unify inventory, production, and procurement data into real-time dashboards that reflect current operations. Give supply chain leaders instant visibility to act with precision.

4x
Faster scenario modelling than Excel-based planning
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Unify supply chain planning in one platform

Align procurement, production, and logistics teams around shared assumptions, constraints, and KPIs. Integrated models in Power BI and Fabric eliminate silos and enable agile, end-to-end planning.

3x
Increase in finance initiatives adopted by executives
scenario planning

Build dynamic, driver-based forecasts for inventory and production

Model key supply chain drivers—like lead times, demand signals, and inventory turnover—and run what-if scenarios on demand. Move from reactive planning to living models that adapt in real time.

+30%
Faster decision-making time and time-to-insight
features

Purpose-Built Capabilities for Operations and Supply Chain Leaders

Plan with precision—see how we help operations teams turn demand, inventory, and production data into actionable, driver-based plans.

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Inventory Optimization & Visibility

Real-time visibility into on-hand, in-transit, and safety stock levels

Reorder point logic based on historical usage and forecasted demand

Exception-based alerts for stockouts, excess inventory, and slow movers

Inventory segmentation by location, product class, or customer priority

Dashboards tracking aging, turnover, and holding costs

product graphic

Production Planning & Scheduling

Capacity-constrained production planning based on demand forecasts

BOM and routing data integrated for accurate scheduling and planning

What-if scenarios for shift changes, downtime, and rush orders

Dynamic production calendars tied to material and labor availability

Performance tracking by work center, line, and plant

forecasting dashboard

Procurement & Supply Planning

Driver-based material planning aligned with production and demand

Lead-time modeling and supplier performance tracking

Integration with purchase orders, receipts, and open commitments

Visibility into supply gaps and order prioritization

Scenario planning for vendor delays, MOQ shifts, or cost changes

product graphic

Integrated S&OP Execution

Alignment of demand, supply, and capacity in a unified planning model

Rolling forecasts updated with actuals and planning assumptions

Cross-functional collaboration across sales, operations, and finance

Visibility into key trade-offs—service levels, cost, and capacity

Executive dashboards tracking S&OP plan execution and KPIs

product graphic

MRP & Scenario-Based Replanning

MRP logic modeled in Power BI or Fabric for greater flexibility

Real-time recalculation based on demand shifts and inventory changes

What-if analysis for supply constraints, priority orders, and disruptions

Support for make-to-order, make-to-stock, and hybrid planning models

Version control for comparing baseline vs. scenario-based plans

Our process

1-2 Weeks

Strategic Kickoff

Align on goals, map processes and assess your data systems.

3-6 Weeks

Collaborative Design

Align on goals, map processes and assess your data systems.

7-12 Weeks

Build, Refine, Test

Align on goals, map processes and assess your data systems.

12+ Weeks

Project to Platform

Align on goals, map processes and assess your data systems.

Start today and see results in the first months.

Try for yourself

Dashboard demo

Everything you need to know

Read our FAQs:

Configurability

How customizable is this solution to fit our specific planning and reporting needs?

Our solutions are fully configurable to align with your financial and operational workflows. You can define custom planning models, business rules, approval workflows, and KPIs while incorporating driver-based planning, scenario modeling, and automated calculations. With Power BI’s flexibility, you can create dynamic forecasts, tailor dashboards, and generate reports that adapt to key business drivers—ensuring more accurate, agile decision-making.

Can we start small and expand later, or do we need a full-scale implementation upfront?

You can absolutely start small and scale over time. We often begin with a core planning model—such as budgeting or demand forecasting—and expand into other areas like workforce planning, capital expenditures, or rolling forecasts as your needs evolve. This phased approach ensures faster time-to-value with minimal disruption.

Time-to-Value

How long does implementation take, and when will we start seeing value?

The timeline depends on the complexity of your requirements, but most clients see meaningful results within 12 weeks. We prioritize quick wins by delivering core planning capabilities first, ensuring early adoption and immediate impact.

What resources will our team need to commit during implementation?

Your team’s involvement will typically include:

  • A project sponsor to guide priorities and ensure alignment with business goals.
  • Key stakeholders (finance, operations, IT) to provide input on data, processes, and reporting needs.
  • A dedicated point of contact to support testing and feedback.While we handle the heavy lifting, engagement from your team helps tailor the solution for maximum impact.

Performance & Scalability

Will Power BI and Acterys handle large data volumes and complex models without performance issues?

Yes. Power BI and Acterys are built to handle enterprise-scale data processing. Acterys leverages an optimized in-memory engine, while Power BI’s direct query and aggregations ensure high performance on large datasets. Additionally, Azure’s cloud infrastructure supports elastic scaling, ensuring fast response times even as your data grows.

How does this solution scale as our business grows?

Our solutions are designed to grow alongside your company. Whether expanding planning models, increasing data volumes, or adding new users, we leverage Azure’s infrastructure to maintain performance and reliability. Power BI’s self-service capabilities also empower teams to build additional reports and analyses without relying on IT.

Data Source Integrations

Can we integrate with our ERP, CRM, and other data sources?

We love the Microsoft ecosystem, but we support integrations with a wide range of systems, including D365, SAP, NetSuite, Salesforce, SQL Server, Snowflake, Databricks, Acumatica, JD Edwards, and more. Power BI, Azure, and Acterys provide pre-built connectors for major platforms, and we can also develop custom integrations if needed.

How does data refresh and data movement work?

Data can be refreshed in real-time or on a scheduled basis, depending on your needs. Power BI supports both direct query (live connections) and import mode (cached data for performance). Acterys enables automated data synchronization between source systems and planning models, ensuring that insights remain up to date.

Security & Compliance

How do you handle security, access control, and compliance?

Security is built into every layer of our solution. We enforce role-based access control (RBAC), row-level security (RLS), and workspace permissions to ensure users see only the data relevant to them. Additionally, Power BI,  Acterys, and Azure comply with enterprise security standards, including SOC 2, GDPR, and ISO 27001.

Where does my data live?

You have full control over where your data is stored. Our solution leverages your existing data infrastructure, whether on-premises or in the cloud. Power BI connects directly to your databases, data warehouses, or lakehouses, while Acterys operates within your Azure environment. This ensures your data remains secure, governed, and fully under your ownership.

User Friendliness & Adoption

How easy is it for my team to use? Will they need technical skills?

If your team is comfortable with Excel, they’ll quickly adapt to Power BI and Acterys. We design the solution to be intuitive and finance-friendly, minimizing the need for IT involvement. Users can input data directly into planning models, run automated forecasts, and drill into reports with a familiar spreadsheet-like interface. However, we see the best results with teams that are well-versed in Power BI. To maximize adoption and impact, we strongly recommend investing in Power BI training—we also offer tailored training programs to ensure your team’s success.

Training & Support

What training options do you provide to ensure adoption and success with the tool?

We offer on-demand video tutorials and hands-on training sessions to ensure your team is confident in using the platform. Training covers everything from report navigation to advanced modeling and self-service analytics.

What kind of ongoing support do you offer post-implementation?

We offer post-implementation service packages that provide ongoing access to our team, ensuring your users get the support they need. Whether it’s troubleshooting, enhancements, or guidance on best practices, our experts are available to help you continuously optimize and expand your solution.

Ready to get started?

Book a discovery call with our team