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Sales & Operations Planning
Identify risks and opportunities to reach a consensus between demand and supply. LIDD’s Sales & Operations Planning (S&OP) provides a framework for building, maintaining, and executing your company’s operational plan.
Future-proof your business with LIDD’s S&OP experts.
Increase revenue with demand forecasting
Reduce working capital requirements
Lower inventory shrinkage
Reduce transportation spend
Prevent costly production errors
Improve service
How LIDD helps.
Collaborating with your company’s executives, LIDD delivers integrated business processes that serve as a roadmap for building, maintaining, and executing your company’s operational plan. We help companies leverage their existing technology and deploy capital effectively by selecting software solutions that best fit your processes.
S&OP significantly improves communication, forecasting, and costs, ultimately increasing your customer experience and bottom line.
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Roadmap
We work with you to develop an S&OP playbook based on best practices and then develop an action plan to kick-start the process.
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Technology Selection
With a strong understanding of your S&OP requirements, LIDD ensures that your capital is invested in a well suited software solution.
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Implementation
Change is challenging. LIDD helps you develop internal tools and resources so that your sales team can run S&OP cycles independently.
Technology to Elevate Your Planning
Looking to power your S&OP with world-class technology? We help clients leverage Kinaxis Maestro’s AI-powered concurrent planning platform to achieve real-time visibility and unparalleled agility across their entire supply chain, transforming plans into precise execution.
Why is S&OP important at any stage of growth?
Now more than ever, companies need to adapt to the ever-changing conditions of globalized supply chains. For a business to succeed in this complex environment, you need planned flexibility to continue meeting and exceeding your customers’ expectations.
While you may be efficient at reacting to change, this approach isn’t sustainable. You’ll reach a point where your organization cannot respond fast enough. Whether caused by growth, inflation, labor shortages, or supplier issues, when you encounter a strong headwind, you must adapt with a solid planning process. LIDD can help you define and implement this proactive planning approach.
Improve transparency throughout your organization.
For departments to align on corporate objectives, you need to have a process and tools in place to share information and build consensus.
S&OP formalizes communication and stimulates productive dialogue. It ensures that all departments agree on assumptions and tradeoffs.
Translate business strategy into action.
An integrated planning process aligns demand, supply, and financial planning. The S&OP process consists of a series of recurring interdepartmental meetings that help you stay within your company’s risk tolerance.
The purpose of these meetings is to channel the flow of information and incorporate all necessary input into making business decisions.
Get expert advice at every stage of the S&OP cycle.
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Demand Planning
Evaluate your company’s product portfolio and forecast unconstrained demand, accounting for market trends, new product introduction, and promotions.
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Supply Planning
Generate an inventory plan to meet the demand. Determine if and how the corresponding inventory requirements can be met with existing assets (e.g. make, buy, store). Anticipate capacity constraints months in advance and align on potential solutions.
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Procurement Planning
Generate a procurement plan to meet the supply plan. Align with the business on the potential risks and benefits ahead of securing large contracts.
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Financial Planning
Financially analyze the plan and approve the costs, working capital commitments, and any investment required to execute the plan.
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Management Business Review
Resolve any remaining issues to achieve consensus and executive approval of a final plan.
S&OP the LIDD way.
Relies on shared data
Prioritizes risks and opportunities
Balances payoffs and tradeoffs
Meet Our Team
We have industry experts in 23 countries, all ready to help you design the distribution center of your dreams.
Emilio Colangelo
Partner
Emilio Colangelo is a Partner based in LIDD’s Montreal office and a leader in LIDD’s supply chain planning practice. He is responsible for developing integrated supply chain strategies, managing client relationships, and overseeing the work of LIDD employees dedicated to configuration, implementation, and integration of complex planning tools. Since joining LIDD in 2016, Emilio has worked with leading US & Canadian companies in the Food & Beverage, eCommerce, Publishing, Manufacturing and 3PL Logistics industries. His consulting experience spans a wide range of mandates including physical infrastructure design, supply chain software selection & implementation, and S&OP process design. Emilio’s attention to detail and his multi-practice consulting background have repeatedly helped clients achieve meaningful operations transformations. His ability to build close relationships within client organizations from executive leadership to front-line management has been proven at multinationals and quickly growing start-ups. As a director, Emilio leverages his experience to engineer processes and develop fine-tuned NetSuite solutions to align clients’ operations with their vision. Emilio holds a B.Eng. in Industrial Engineering from Concordia University. In addition to his experience at LIDD, Emilio worked at one of the world’s largest pharmaceutical companies and for a Big4 consulting firm.
View Full ProfileAlexandre Dumontier
Senior Consultant
Supply chain consultant with a focus on sales and operations planning.
View Full ProfileFrequently Asked Questions
LIDD helps organizations build a reliable, end-to-end planning model that connects demand forecasting, inventory planning, capacity planning, and executive decision-making. We start by assessing your current state—data quality, processes, planning cadence, organizational roles, and system performance—to understand where planning breaks down and where it needs to mature. From there, we design a future-state roadmap and help clients select and implement the right tools, including Kinaxis Maestro and other modern planning platforms.
Our planning work often complements broader operational initiatives supported by our supply chain consulting and supply chain technology consulting teams, ensuring planning is grounded in your network, your ERP, and your operational constraints. Many outcomes are highlighted in our client success stories.
Most organizations carry too much of the wrong products and not enough of the right ones. We address this by improving forecast accuracy, aligning safety stock policies with actual variability, and creating a weekly or monthly cadence that forces cross-functional alignment.
LIDD builds planning processes that balance service, cost, and working capital—giving teams a single set of assumptions and a unified view of demand and supply. This eliminates reactive firefighting and helps manufacturers, distributors, and CPG companies make informed decisions about production, purchasing, and replenishment.
Planning improvements often align with broader reviews handled through our supply chain audit services or long-term transformation work delivered within supply chain consulting.
Modern planning requires integrated data and tools that can quickly model demand, inventory needs, and supply constraints. Depending on your environment, this may include advanced forecasting engines, ERP-based planning, planning add-ons, or full platforms like Kinaxis Maestro.
LIDD helps clients understand whether to enhance planning inside existing ERPs—such as NetSuite, Microsoft Business Central, or Körber WMS—or whether a dedicated planning platform is required. Our supply chain technology consulting team and our integration framework, LIDD Connect, ensure that planning tools have accurate, real-time data from upstream systems, enabling a more stable and scalable planning process.
Most planning assessments take four to six weeks, depending on complexity, number of facilities, data availability, and stakeholder involvement. During this period, we review your demand planning approach, inventory policies, production or replenishment planning, planning roles, the quality of ERP/WMS data, and how cross-functional decisions are made.
The output is a clear roadmap outlining improvements across people, process, and technology—with practical steps your team can execute immediately. Clients often continue into system selection or implementation guided by our supply chain technology consulting practice, especially when planning needs to integrate with platforms like NetSuite, Business Central, or Kinaxis.
Yes. Many organizations struggle to evaluate forecasting and planning tools because the market is fragmented and every vendor promises similar outcomes. LIDD helps clients compare capabilities, integration requirements, data needs, and long-term scalability.
We assess whether you can improve planning inside existing platforms—such as NetSuite, Business Central, or Körber—or whether tools like Kinaxis Maestro or other modern planning platforms are better suited. System selection is always tied to a clear roadmap and typically supported by our supply chain technology consulting team and our integration framework, LIDD Connect.
Yes—most organizations begin planning transformation with imperfect data. LIDD helps teams identify which data issues truly impact forecasting and replenishment, which can be fixed quickly, and which require longer-term remediation.
A structured planning process improves data discipline over time: forecasts become more consistent, inventory parameters become more accurate, and cross-functional reviews surface discrepancies early. When deeper remediation is required, our supply chain technology consulting team and LIDD Connect integration framework help ensure cleaner and more reliable data flows between ERP, WMS, and planning tools.
Supply Chain Planning is the umbrella function that ties together forecasting, supply planning, inventory management, capacity planning, and scenario modeling. S&OP (Sales & Operations Planning) and IBP (Integrated Business Planning) are structured planning cadences within this broader framework.
At LIDD, we design Supply Chain Planning processes first, and then determine whether S&OP or IBP is the right governance model. This ensures that forecasting, inventory decisions, and operational commitments all roll up into one coordinated process. These structures often integrate with broader initiatives led by our supply chain consulting practice.
Organizations that adopt a disciplined planning process typically see clearer demand visibility, reduced excess inventory, fewer stockouts, better production or replenishment stability, and significantly less firefighting. Commercial teams benefit from predictable allocations, operations benefits from forward-looking visibility, and finance gains control over working capital.
These improvements compound over time and become the foundation for more advanced capabilities, including automation, improved forecasting methods, and system integrations supported by LIDD Connect. Many of these outcomes are demonstrated in our published success stories.