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Case Study

Sales, Inventory & Operations Execution (SIOE) for a $1B PE‑Backed Manufacturer
Business Discussion

The challenge:

A high‑growth, $1B PE‑backed manufacturer struggled to extract value from a newly implemented SIOP process.

Ops misaligned with financial goals, teams re‑siloed, and the company faced a ~$7M backlog ahead of a planned divestiture—driving service declines, customer loss, and deadstock that threatened valuation.

The approach:

Assessed current state across people/process/systems/data via interviews and on‑site engagement.

Facilitated process‑mapping workshops to define future state and clarify handoffs.

Identified a leadership gap, established a Director of SIOE role and served as Interim Director to stabilize and align 24 stakeholders.

Implemented operating rhythms, escalation paths, and decision workflows.

Delivered training and designed sub‑processes connecting planning to real‑time operational/financial performance.

Hired/onboarded the permanent leader with a transition plan and scaled the framework across business units.

Typing on Laptop

The result:

$30M working capital reduction; OTIF improved from 50% to 68%.

Forecast error improved by ~25%; sales order overrides reduced by 47%.

Eliminated ~400 hours/week of manual reporting via automation.

Stabilized systems by resolving 300K+ master data & planning issues across 12 sites and 18K SKUs.

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Marietta, Georgia, 30066 USA

 

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