Services

Every engagement is custom, built around your processes, your systems, and your team. Here's how I typically work with clients.

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Reporting & Analytics Tools

Most planning teams spend hours each week manually pulling data from multiple systems and consolidating it into reports. I build custom reporting tools that do that work automatically, giving your team a single, always-current view of the data that drives decisions, without changing any of the systems they already use.

Best for: Teams spending significant time on manual data consolidation, multi-system reporting, or building the same summaries week after week.
Example: A demand forecast dashboard that aggregates sales data across multiple channels and origins into a single weekly planning view, with automatic variance flagging and drill-down capability.

Process Automation

If your team is doing the same manual steps repeatedly: pulling data, running calculations, formatting reports, distributing files, that's time being lost every single cycle. I automate those workflows so your team can focus on the decisions, not the mechanics of getting to them.

Best for: Teams with high-volume, rule-based workflows in Excel or across multiple systems. Particularly valuable when the same process runs weekly or monthly.
Example: A one-click macro that replaces a 3-hour weekly data consolidation process, pulling from multiple source files, running calculations, applying formatting, and outputting a ready-to-distribute report.
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Custom Planning Tools

When your planning process has outgrown basic spreadsheets but a full enterprise system is more than you need, or doesn't quite fit how your business works, a custom planning tool is the right answer. I build end-to-end planning tools around your specific business logic: demand forecasting, inventory planning, buy recommendations, or any process your current tools don't handle well.

These solutions are lighter and more cost-effective than enterprise software, and more customizable to how your business operates. Purpose-built for companies that need capability, not complexity.

Best for: Mid-sized companies whose planning process has outgrown basic spreadsheets but don't need (or can't justify) a full enterprise system like JDA or SAP.
Example: A demand forecasting and inventory projection suite, built in Excel and integrated with an existing data warehouse, that automates a 12-month rolling forecast, calculates suggested reorder quantities by SKU, and provides configurable views for different planning roles.
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System Gap Solutions

System transitions create gaps: between the old system going down and the new one going live, or between two systems that were never designed to talk to each other. I build targeted tools that bridge those gaps, keeping operations running without requiring your team to work around broken or missing functionality.

Best for: Companies mid-ERP migration, running on legacy infrastructure, or operating across two or more systems that don't integrate cleanly.
Example: A bridge merchandise planning workbook that replicates the core planning workflow of a departing enterprise system, keeping a planning team fully operational during a multi-year ERP transition, at a fraction of the cost of extending the old system license.

Engagements are scoped and quoted based on project requirements. Contact me to discuss your needs and get a project estimate.

How an Engagement Works

Every project starts with understanding your process before touching any tools or code.

1

Discovery

We map your current process, identify the gaps, and define what the tool needs to do.

2

Scoping

I define the deliverable, timeline, and approach, and we align before any work begins.

3

Build

I build iteratively with regular check-ins, so there are no surprises at the end.

4

Handoff

The final deliverable is fully self-contained. Handoff includes a walkthrough and training so your team can use and maintain the tool independently.

Not Sure Which Service Fits?

Start with a conversation. Tell me what's slowing your team down and I'll tell you honestly whether a custom tool is the right solution.

Get in Touch