Service
Inventory Management & Optimization
Inventory sits where operations and finance meet. When the two sides see different numbers, cash gets tied up, service suffers and month-end becomes a negotiation. We help you build inventory practices that are accurate, explainable and aligned with how the business actually sells.
Common challenges
- Stock records that do not match what is on the shelf
- Too much of some items, not enough of others
- Slow-moving and obsolete stock that keeps growing
- Inventory values that finance and operations dispute
- Reorder decisions based on habit rather than demand
Our approach
- 01
Establish accuracy
Assess record accuracy, cycle-count practice and adjustment controls. Fix the root causes, not just the counts.
- 02
Segment the range
Classify items by value, velocity and variability so each group gets an appropriate policy.
- 03
Set policies
Define reorder points, safety stock and review cycles that reflect real demand and lead times.
- 04
Reconcile with finance
Align valuation, adjustments and reporting so inventory numbers mean the same thing to everyone.
Typical deliverables
- Inventory health assessment
- ABC/XYZ segmentation and stocking policies
- Cycle-count and adjustment control design
- Inventory reconciliation and reporting pack
What clients aim for
- Greater confidence in stock records
- Clear rules for what to stock and when to reorder
- Visibility of slow-moving and excess stock
- Fewer surprises at month-end
Tools & technology
Excel models, SQL queries against your ERP or inventory system, and Power BI or Tableau dashboards where ongoing monitoring is useful.
Related services
Supply Chain & Logistics
Make the flow of goods visible, predictable and easier to manage end to end.
Accounting & Finance Process Improvement
Faster, cleaner closes and finance processes built on reliable operational data.
Data Analytics & Business Intelligence
Reporting that answers real business questions — built on data you can trust.
Next step
Let’s discuss your challenge.
A focused conversation about where you are today, what is getting in the way and what better would look like. No obligation.