Demand Planning Diagnostic & Roadmap

Who this is for

Wholesale distributors and importers carrying 300 or more active SKUs who suspect their purchase orders no longer reflect what retailers and outlets actually pull. Typical clients include household goods wholesalers, packaged food importers, and regional stationery distributors across Taiwan.

What you receive

A diagnostic engagement produces a written roadmap covering velocity classification, reorder point recommendations for your A-class runners, and a phased plan for addressing slow-moving lines. You also receive a facilitated session with your purchasing and warehouse leads to walk through findings before any changes go live.

Scope included

• Review of 12 months of shipment and receipt data for your top 50 SKUs by revenue
• On-site half-day at your primary warehouse to observe pick patterns and overstock zones
• Velocity tier assignment (A/B/C) with recommended review cadence per tier
• Draft reorder triggers for A-class items based on your stated supplier lead times
• Two follow-up calls during implementation of the first buying cycle changes

Scope excluded

• ERP configuration or software installation
• Negotiation with suppliers on your behalf
• Ongoing monthly purchasing execution (available as a separate retainer if needed)
• Legal or customs compliance review

Process

Week 1 — Data intake. You provide shipment exports, current open PO list, and supplier lead-time notes. We schedule the warehouse visit.

Week 2 — On-site observation. We walk the pick face, mezzanine overstock, and receiving dock. Purchasing lead joins for a 90-minute working session on current pain points.

Week 3 — Analysis and draft. Velocity tiers and reorder triggers are drafted. Slow-mover list is presented with disposition options (promote, bundle, return-to-supplier where contract allows).

Week 4 — Roadmap delivery. Final document delivered with a facilitated readout. Your team decides which recommendations to adopt and in what sequence.

Preparation

Gather 12 months of outbound shipment data by SKU, your current safety-stock spreadsheet (if one exists), and a list of supplier lead times for your top 20 lines. Clean data speeds the analysis; we can work with imperfect exports but will flag gaps.

Next step

Submit a brief through our contact page describing your assortment size and the buying decision you want to address first. We respond within two business days with a proposed start date and fixed quote.