A global technology products company redesigned its Sales, Inventory and Operations Planning (SIOP) program and warehouse management systems to keep pace with sales growth.  The company sought to optimize legacy systems, eliminate inefficiencies and support a Microsoft Dynamics 365 migration.   Protiviti provided strategic guidance and experience to help the client drive efficiencies and process improvements in a short time frame.  

Our relationship

A major U.S.-based technology products manufacturer realized its success was outpacing its capabilities in two key areas: sales, inventory and operations planning (SIOP), and warehouse management. The company’s leadership turned to Protiviti, Robert Half’s global consulting subsidiary, to identify potential improvements, help develop an overarching strategy and implement comprehensive solutions to optimize sales, inventory and operations planning processes, as well as master data and warehouse operations.

Opportunity

The organization understood the importance of continually improving its systems and processes to better manage fluctuating demand, support growth and increase top-line revenue.  Seeking to work with a single-source provider, the company turned to Protiviti for strategic guidance and solutions to improve procurement policy, process, organizational structure, reporting and technology, as well as warehouse operations. 

Strategic approach

The Protiviti team conducted a comprehensive assessment of the organization’s capabilities and provided experienced guidance on how to implement solutions across enterprise systems, planning, supply chain and operations, master data governance, project management, and change management.

Strategy and advisory

SIOP revamp – Analyzed process metrics and researched emerging functionalities that could significantly upgrade SIOP capabilities Master data improvements – Identified opportunities to streamline processes and improve data accuracy for increased transparency and collaboration across the enterprise Warehouse management – Documented requirements for the Microsoft D365 migration, employed AutoCAD software to optimize the physical layout of the warehouse, and introduced a project management office (PMO) structure to standardize processes and set timelines and goals

Technology-driven innovation

Designed and configured the Microsoft D365 warehouse management system for optimal workflows Employed AutoCAD software to design a more efficient warehouse layout

Results

Today the company can generate more accurate demand forecasts to develop plans for new product launches and expansion. The dramatic improvement in data transparency helps boost sales and reduce rework. And a more efficient warehouse layout enables continued growth without the need to invest in new physical storage areas.

Protiviti’s one-stop shop approach – which combines experience across systems, planning, supply chain and operations, master data governance, project management and change management – was key to helping the company meet its diverse needs and aggressive schedule.

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