SAMPLE DELIVERABLE / ASSESS
A clear view of readiness.
This fictional company wants its planners to spot inventory exceptions sooner. The assessment checks people, operations, data, technology, and governance before choosing a pilot.
INVENTORY PLANNING EXAMPLE
Readiness assessment- Evidence across the business
- Gaps with clear consequences
- An owned first move
Evidence before investment
ILLUSTRATIVE SAMPLE
From evidence to the next decision.
| Foundation | Example finding | Next decision |
|---|---|---|
| Business direction | Operations owns the outcome; the time spent reviewing exceptions is not measured. | Agree the baseline and success measures. |
| People & adoption | Planners can review a pilot; approval and escalation duties need agreement. | Name the decision owners and pilot reviewers. |
| Operations & process | Exception rules exist, but teams use different thresholds. | Agree the first workflow and decision rules. |
| Data readiness | Stock, sales, and purchase-order records use inconsistent item identifiers. | Reconcile a bounded pilot data set. |
| Technology & integration | ERP and commerce exports exist; freshness and access need verification. | Test read-only access and trace each source. |
| Governance & controls | Purchase orders require approval; AI action boundaries are not written. | Keep purchasing and stock changes outside the pilot. |
| Evaluation | No agreed set of normal, late, duplicate, or missing-data cases exists. | Prepare representative cases with planners. |
| Operating model | Ongoing ownership, monitoring, and cost review are unassigned. | Agree who runs and reviews the workflow. |
Recommended start: reconcile the pilot data and build a read-only inventory exception workbench. Existing rules calculate the exceptions; AI explains the evidence and drafts next actions for a planner to review.
Illustrative sample, not a completed customer engagement. Scope, timing, owners, and decisions are agreed from the evidence in your company.