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Supply Chain Intelligence Review

Is our stock right?

Find excess and obsolete stock, stock-out risks and the cash you could release.

  • Fixed price, agreed in writing
  • Every step visible in your Client Workspace
  • Your data kept private
  1. Initiation - Customers Goals (your step)
  2. Data Upload (your step)
  3. Validation
  4. Our team's work
  5. Milestone & Feedback Framework
  6. Final Output & Delivery Format (delivery)
6 steps 2 are yours 1 delivery All tracked in your Client Workspace
  • Your Client WorkspaceYour brief, data, every step and the deliverables in one secure place.
  • A project office on every stepEach step has an owner and a date; late steps are flagged and followed up.
  • Fixed scope, fixed priceAgreed in writing before work starts; shown excluding and including VAT.
  • Nothing closes without youYou review the delivery and accept it, or tell us what should change.

Options and prices

Standard

£4,950 ex VAT£5,940 inc VAT

  • ABC / XYZ classification of every stock item
  • Excess and obsolete stock list with value
  • Stock-out risk list
  • Reorder point and safety-stock proposals
  • Cash-release estimate

About 5 weeks from receiving your brief and data

You are viewing this option

Extended

£7,950 ex VAT£9,540 inc VAT

  • Everything in Standard
  • Demand and seasonality view
  • Forecast model
  • Monthly refresh set up in Power BI

About 6 weeks from receiving your brief and data

View Extended

Prices are fixed and shown excluding and including VAT at 20%.

The engagement

What this engagement covers

Who it is for

  • Distributors, wholesalers and manufacturers with cash tied up in stock or frequent stock-outs

What you get

Outcomes

  • Every stock item classified by value and demand pattern
  • A list of excess and obsolete stock with its value
  • Reorder points and safety stock you can load into your system
  • An estimate of the cash you could release

What we need from you

Your part

  • 24 months of stock movements and sales or usage
  • Current stock levels and supplier lead times

Not included

  • Warehouse layout or logistics design
  • Changes to your ERP settings (we give you the values to enter)

How your project runs

Each step has an owner and a date. You see it all in your Client Workspace, and nothing closes without your acceptance.

How it runs

  1. Initiation - Customers Goals You 2 days Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  2. Data Upload You 5 days To Upload data from client
  3. Validation Us 5 days Validation of planning
  4. Our team's work Us 8 days
  5. Milestone & Feedback Framework Us 5 days Define how iterations will happen—stages of sign-off, review checkpoints, expected turnaround time
  6. Final Output & Delivery Format Us 3 days Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

Expected timeline

Our work: about 21 working days once we have your brief and data. Your part: about 7 days (brief, data and decisions). Typically 6 weeks in total from payment.

What we need from you

  • Initiation - Customers Goals: Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  • Data Upload: To Upload data from client

What you receive

  • Final Output & Delivery Format: Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

How acceptance works

When we deliver, you review the files in your Client Workspace and accept them, or tell us what should change. We remind you after 5 days if we have not heard from you.

How payment works

Order online; you can start your brief straight away in your Client Workspace. We start the work once payment is received.

Questions

Before you start

Which systems can you work with?

Exports from most ERP and stock systems (CSV or Excel) are enough.

What does it cost?

Every option has a fixed price, shown here excluding and including VAT. We confirm the scope in writing before you order, so the price does not change.

Choose a time

A free 30-minute video call in your browser, at a time that suits you. Prefer to write? Send us a message.

Next step

Talk it through: 30 minutes, free, no obligation.

We reply within one working day.

Book a free 30-minute call Send a message
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