Client Engagement

This is one of the things we do best

It’s all about ENGAGEMENT. Our approach is different and our clients find it refreshing. Engagements begin by learning how a client’s organization works, its resource limitations, what the planning process looks like and what the goals are. Then we recommend the most efficient and affordable solution to achieve them.

personal relationships

Unlike traditional software companies you can actually pick up the phone and get business advice.

extension of your team

We can meet you at whatever level of engagement is appropriate for your business.

Training & coaching

We don’t just offer software- we also write planning processes and help coach your team to success, significantly improving their acumen.

Flexibility & Support

We are a service oriented business. Unquestionably meeting your needs is our top priority- from data to brainstorming.

What works best for your organization? 

Understandable interpretations of data put in terms anyone can understand and act on. We use proprietary AI tools to more quickly find and answer questions about your business. We are a phone call away whenever needed.

We complement or act as your planning team. We know what questions to ask and live and breathe retail planning every day significantly improving your acumen.

We offer a complete tool kit for planners, buyers and suppliers. Specifically focused on POS analytics, reporting, dashboards, forecasting and more.

Our Ecosystem

Our solutions work for RETAILERS, SUPPLIERS, LICENSORS, DISTRIBUTORS and BRANDS. Data can be integrated and shared between them for the ultimate in collaboration.

Consulting Engagements

Our consulting engagements vary greatly- from simply delivering a set of reports every week to creating and implementing an entire planning process. We can complement your team by filling in the gaps or become your outsourced planning department. Additionally, our software development arm enables us to create small dashboards to enterprise level systems.

Define Scope of Work

Our team meets with yours to understand your organization, technical capability, your goals and what the scope will be. Then we determine what resources will be required to fulfill the goals and timelines. A cost proposal is created.


Our team goes to work providing the service agreed upon in the scope of work. Communication is key!  Simultaneously there is constant feedback and consultation between your team and ours.

Delivery & Follow Through

Results are measured frequently and time is tracked on a monthly basis. Whenever needed, resources can be increased or decreased.

Our Client’s Results

By implementing our planning process a fast growing digitally native CPG distributor improved in-stocks by over 20%. Automation of many of their buying activities now saves an average of 3 days of work each week.

A leading manufacturer uses our BI platform to track their retail businesses- from their own direct sales to the major chains. Whereas it used to take them 8-10 hours per week is now a 15 minute process. 

A well known Shoe and Leather Goods brand and retailer uses our automated VMI solution, improving brick and mortar and on-line in-stocks by 25% while reducing total ownership without missing any sales.  

A custom built allocation improvement dashboard enabled a leading home textiles manufacturer to reduce lost sales by 22% and uncovered other opportunities that would otherwise go unnoticed.