Purchasing & Inventory Management Reskill for a ~$20M PE‑Backed Manufacturer
The challenge:
A ~$20M manufacturer grew rapidly, but planning and purchasing processes didn’t scale.
Misalignment across people, process, and systems caused material shortages, excess inventory, and inconsistent service.
The business carried ~$1.4M in slow‑moving/excess/obsolete stock and needed measurable results within two months to reduce working capital while sustaining OTIF and increasing inventory turns.
The approach:
Rapid assessment across people/process/technology/data.
Trained the team on replenishment and bulk‑order prevention.
Introduced daily standups and weekly PO reviews.
Cleaned up ERP planning parameters.
Simplified SKU portfolio.
Built a single segmentation/reorder/safety stock/EOQ simulation tool.
Provided embedded coaching and supported PO pushouts/cancellations.
Guided structured slow & obsolescence reviews.
