- Critical operational and system issues following an ERP implementation
- No standardized or reliable process for tracking orders, inventory on hand, product availability, or the viability of bottling operations
- Ongoing and frequent issues within the intake process that disrupted operational flow
- Strategy & Execution
- Assessed maturity, strengths, and improvement opportunities across key functional areas, including Supply Chain, Technology & Finance, and Sales Operations
- Established a centralized project portfolio to govern and prioritize Year 1 operational initiatives
- Established a Demand Planning and Sales & Operations Planning (S&OP) Center of Excellence (COE)
- Resolved all critical issues within the Finance module of the ERP implementation and developed Phase 2 capabilities, including centralized order processing
- Established vendor co-managed inventory operations within the existing B2B model and fully integrated them into the ERP platform
Our client faced a complex set of challenges—and opportunities—across its operations and technology landscape, all within an aggressive timeline. The organization needed to improve operational efficiency, meet growing demand, drive profitability, and better align business objectives with IT execution. Percipio partnered closely with the client to transform both operations and technology, delivering measurable improvements while advancing strategic business goals.
Percipio played a pivotal role in supporting the client’s growth strategy by conducting a comprehensive assessment of capabilities across key functions and identifying targeted opportunities for improvement. We implemented a Day 100 Savings Portfolio that delivered $3 million in operational cost reductions within the first year. In addition, we established a Demand Planning Center of Excellence (COE), generating more than $300,000 in incremental cost savings while significantly improving supply chain efficiency.
We also stabilized the client’s ERP platform by resolving critical defects in the finance module and successfully centralizing order processing within the ERP system. Finally, we launched Vendor Co-Managed Inventory operations, improving inventory accuracy, strengthening vendor collaboration, and enhancing overall customer satisfaction.
"We could not have delivered with speed and quality for the past nine months on our own. Thank you for your partnership with the team and leading them to success."
