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.

  1. 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.

  2. Technology Selection

    With a strong understanding of your S&OP requirements, LIDD ensures that your capital is invested in a well suited software solution.

  3. Implementation

    Change is challenging. LIDD helps you develop internal tools and resources so that your sales team can run S&OP cycles independently.

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.

  1. Demand Planning

    Evaluate your company’s product portfolio and forecast unconstrained demand, accounting for market trends, new product introduction, and promotions.

  2. 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.

  3. 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.

  4. Financial Planning

    Financially analyze the plan and approve the costs, working capital commitments, and any investment required to execute the plan.

  5. 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

Managing Director

Emilio Colangelo is a Director based in LIDD’s Montreal office and a leader in LIDD’s NetSuite and strategy practices. He is responsible for developing integrated supply chain strategies, managing client relationships, and overseeing the work of LIDD employees dedicated to NetSuite’s configuration, implementation, and integration. 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.

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Jida Antar

Senior Consultant

Jida Antar is a senior consultant at LIDD. She advises clients on key decisions, including developing S&OP processes and selecting critical technology. She focuses on using client data and benchmarks to develop capital-justified recommendations with clear paths to execution. Jida partners with senior leaders and front-line operators to develop multi-dimensional recommendations . Jida holds a bachelor’s degree in industrial engineering from Concordia University.

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Richard Jung


Richard is a Supply Chain Consultant in LIDD's consulting practice. He analyzes and models operational data from manufacturing and distribution environments to provide strategic recommendations that improve distribution networks and facilities. Richard also works with clients in the food manufacturing industry to evaluate and re-engineer their planning processes to increase profitability. Richard holds a bachelor's degree in Physics from University of Toronto.

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