Helping With Sales and Operations Planning

Through the structured approach of improvising data gathering, re-engineering, recalibration of planning, and improvising decision science through systems or process changes.

Problems Companies Face

When They Need Help With Sales and Operations Planning?

Is supply chain planning not working? Changes in business model driving supply chain changes? Changing consumer expectations driving changes to the supply chain? ElevatIQ’s sales and operations planning is designed to help companies when they struggle with these challenges.

Supply Chain Planning Not Working

Issues with supply chain planning? Always running around to ensure timely customer delivery? Making custom changes to the inventory to ensure timely supply? Companies seek help from ElevatIQ when their supply chain doesn’t work as expected.

Macroeconomic Factors Driving Supply Chain Challenges

Recent macroeconomic factors driving overstocking of your inventory or managing warehouse space differently? Macroeconomic factors resulted into planning your supply chain differently? Companies seek help from ElevatIQ when macroeconomic factors drive supply chain challenges.

Significant Changes in the Business Model

Has your business model changed significantly? Business model changes driving supply chain challenges? Business model changes led to data siloes? Companies seek help from ElevatIQ when changes in business models lead to supply chain challenges.

Competitive Pressures Driving Supply Chain Changes

Has competitive pressures resulted in faster delivery of goods? Competitive forces putting pressures on your margins requiring transformation of your supply chain? Companies seek help from ElevatIQ when competitive pressures drive supply chain challenges.

M&A Activity has Resulted in Data Siloes

M&A activity resulted in changes in your supply chain and operational processes? The data siloes are making decision processes to be extremely difficult? Companies seek help from ElevatIQ when M&A activity might result in data silos.

Consumer Preferences Driving Supply Chain Changes

Recent consumer preferences of faster delivery putting pressure on your supply chain? Changing consumer preferences of the omnichannel experience pressuring your supply chain? Companies seek help from ElevatIQ when consumer preferences drive supply chain changes.

Want to learn more about why independent consultants have a higher success rate with sales and operations planning?

Our Case Studies for

Sales and Operations Planning

Our Methodology

for Sales and Operations Planning

The process starts with an assessment to identify the KPIs and processes that might be causing planning issues. Once identified, a thorough root cause analysis is performed. And then, as-is and to-be process models are built, including aligning all the stakeholders about the impact on their areas. And the changes that need to be made with processes, data, and systems to recalibrate planning.


This phase starts with identifying the KPIs and processes that might be causing planning issues. This phase also proposes several options and their pros and cons, along with the business case. An option that is least financially and technically risky is chosen for the next step.


This step implements the changes identified, whether they are going to be system, process, or data related. This phase could be divided into multiple phases and milestones depending upon the complexity of each change, including the identification of KPIs and how the changes would be measured after each step.

Root Cause Analysis

This step is a deeper dive into the chosen options and tracing processes and data that might be impacting KPIs. Through the interviews with different stakeholders, appropriate as-is and to-be process models are identified that are agreed upon by all the stakeholders.

Adoption and Optimization

Post implementation, this step helps in gathering feedback from the users if the initiative is aligned with their expectations, as well as whether the new supply chain processes and architecture have helped them hit their KPIs. This phase iterates until the stakeholders confirm the results of the new changes.

Ready to learn how we can help With Sales and Operations Planning?

Our Other

Supply Chain Services

ElevatIQ Supply Chain Consulting services include supply chain and operations transformation, supply chain technology architecture, supply chain software selection, sales and operations planning, inventory, warehousing, and logistics optimization, and supply chain network design and footprint optimization.

Supply Chain Network Design and Footprint Optimization

This service helps in designing the network when you might either be 3PL or need a complete supply chain traceability across carriers. As each shipment moves through each movement, your traceability challenges could be figuring out how you might be able to optimize the container space and revenue. As well as building the Supply Chain control tower.

Supply Chain Software Selection

This service helps in selecting different supply chain software, including buy vs. build decisions. The process starts with setting clear boundaries of the process and interaction flow for the desired component, then building requirement and solution matrix to evaluate different solutions, including RFP development, vendor negotiations, and the voting process for the selection.

Inventory, Warehousing, and Logistics Optimization

This service helps with inventory, warehousing, and logistics optimization whether you are struggling with inventory excess and obsolescence issues, whether you are trying to improve any KPIs such as dock-to-stock ratio or inventory turns. This service takes a comprehensive approach to analyze your current warehouse design, material flow, and network design. And finally recommends any changes, whether they might be system or process related.

Ready to learn how we can help with Sales and Operations Planning needs?


2024 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2024.