Supply Chain Strategy & Process Enablement

There are important strategies, techniques, and practices in every part of supply chain management that offers performance improvement, operational agility, and scaling. Spinnaker’s approach blends industry-specific Processes expertise and experienced supply chain specialists using a proven engagement methodology to deliver visible business results and measurable value. Some key examples of supply chain process areas include:

  • Sales & Operations Planning (S&OP) / Integrated Business Planning (IBP) – collaborate and coordinate among finance, sales, marketing, product development, and supply chain functions to align expectations and improve informed decision making.

  • Demand Planning – improve forecasts based on consensus and quantitative techniques. Establish a proactive, continuously improving demand planning process that sets up the supply chain for success.

  • Capacity Planning – accurately determine when and where to adjust capacity, more effectively managing costs and customer service with global manufacturing and distribution agility.

  • Inventory Planning – employ astute positioning and stocking with integrated projections of inventories. Support planning for working capital needs and confirm service readiness as markets evolve.

  • Supply & Replenishment Planning – build realistic, feasible supply plans that drive procurement, manufacturing, and distribution. Effectively inform customers and sales.

  • Customer & Vendor Collaboration – work optimally with customers and vendors by sharing information to align strategies, business policies, and execution rules.

  • Logistics & Warehousing – Manage efficient operations to cost-effectively respond to customer demand while managing risk and quality objectives.

  • Order Promising – drive sales, revenue, and customer satisfaction by giving customers consistent, dependable promise dates while making best use of available supply

Supply Chain
Assessments & Roadmaps

Sales & Operations Planning Transformation

Supply Chain Planning Performance Improvement

Supply Chain Operations Performance Improvement

Logistics Provider Sourcing & Transition

Supply Chain Assessments & Roadmaps

Spinnaker uses a focused methodology to quickly appraise your current state against relevant leading practices and, working with your team, develop the supply chain vision that’s right for your business. We give a frank evaluation of your current supply chain processes and tools, and our planning approach for the path forward provides clear explanation of the value on offer and the strategies to truly adopt the target practices. While the scope of each assessment is tailored to the needs of individual clients, we leverage a set of common tools and approaches, reliably delivering client results through a unique combination of value and speed by focusing on three main objectives:


  1. Demonstrate understanding of current supply chain operations and capabilities

  2. Identify the gaps between current supply chain capabilities and achievable supply chain performance

  3. Develop a future-state design and improvement roadmap to enable real improvements in organizational capabilities, processes, and technology solutions


Our structured methodology breaks down these activities into distinct project phases described in the graphic below, each phase producing well-defined deliverables that quickly establish clarity about the targeted transformation.





Our methodology assures that we address the core supply chain activities with the greatest impact on cost, inventory, and service. We also examine the customer and product base that your supply chain must consider, because one-size-fits-all is seldom the right answer.


While the scope of each assessment is determined by company need and priorities, typical assessment scope may include:

  • Sales & Operations Planning / Integrated Business Planning

  • Network Design & Sourcing

  • Demand Planning

  • Capacity Planning

  • Inventory Planning

  • Supply Planning

  • Order Promising


Rising above the typical silos and taking an end-to-end look often reveals critical gaps and issues that fall into the cracks in traditional organizations. An assessment and roadmapping exercise is frequently “self funding” and can help you transform your supply chain from a cost center to a revenue driver.

Sales & Operations Planning Transformation

S&OP, more recently popularized as Integrated Business Planning (“IBP”), is the single most important vehicle for aligning the entire company in support of effective supply chain planning and execution. As a cross-functional process by design, it is often one of the most difficult leading practices in supply chain to implement successfully. At the same time, it presents tremendous opportunity to improve financial and service performance while managing supply chain risk.


Our approach translates S&OP and IBP principles into a framework to coordinate the many different planning activities required to run a business. These include product roadmap and new product planning, financial planning, long-term supply chain planning, demand management, supply planning, as well as collaborative planning with customers and suppliers, to develop optimized cross-functional plans and quickly resolve demand-supply imbalances and misalignments. Spinnaker uses a clearly structured S&OP/IBP template to align key planning activities and emphasize the closed-loop nature of high-performing processes.















Implementing or upgrading your S&OP process deserves attention to many elements of success, including your tools, data, participants, and KPIs. Progress often comes in a series of steps that build capability and confidence, with the ultimate goal of effective orchestration both within the company and with important customers and suppliers. Spinnaker’s full-lifecycle methodology integrates assessment-phase learnings with established techniques for design, technology adoption, and change management.


We’ve worked with many major corporations to implement or improve their S&OP and IBP processes. Consistently, the client has dramatically increased their organization’s ability to manage and eliminate disconnects between supply and demand and improve overall corporate planning. We can help with:

  • S&OP Process Design

  • Standard KPIs and Analytics Definition

  • Calendar and Agenda Planning

  • Organizational Role & Responsibility Definition

  • Pilots and Stabilization Support

  • Technology Requirements, Selection, and Adoption


Supply Chain Planning Performance Improvement

Your planners and your systems are frequently more in conflict than in concert. A recurring reality of planning systems implementations is that planners and their traditional roles are not effectively reconciled with the framework imposed by new systems. Features that were desired remain dormant, and sideband planning decisions continue to be made in Excel. Spinnaker has conducted many repair and remediation efforts that exposed the missing components of effective process leverage and helped companies introduce skills and perspectives that finally allowed both planner and system to help each other perform as intended.


High-performing planning processes require attention to the data, parameters, and rules that drive planning logic and decisions. Spinnaker brings many years of expertise in not just the practices themselves, but in the realistic change management effort that is required to align accountability, capability, and culture with the expectations of advanced demand, supply, and inventory planning.

The scope of Spinnaker’s Supply Chain Planning improvement services includes:

  • Program / Project Management

  • S&OP / IBP Design & Facilitation

  • Demand / Supply / Inventory Planning Process Engineering and Implementation

  • Planning Systems Implementation and Enhancement

  • Solution Audits and Testing

  • Process and System Training

Supply Chain Operations Performance Improvement

Supply chain plans must be executed and executable to achieve targeted costs, efficiencies, and service. Often, expectations of responsiveness and capacity utilization challenge the ability of internal operating practices. Manufacturing and distribution functions may have objectives for asset utilization and load balancing that can run counter to planning responses to business changes. The results can be conflicts, disconnects, and undesired surprises.

Spinnaker has worked with many companies to identify operating changes that dramatically increase manufacturing flexibility, plan compliance, and effective capacity. Our expertise in supply chain segmentation, lean practices, and advanced scheduling techniques let us help companies reduce complexity and unpredictability while improving end results.

Examples of operational improvement services are:

  • Performance Measurement and Analytics Rationalization

  • Manufacturing/Production Rule & Policy Analysis

  • Labor Assessment & Crew Optimization

  • Downtime Analysis & PM Optimization

Logistics Provider Sourcing & Transition

Modern supply chain strategies frequently include decisions to rely on outside parties to perform key logistics, warehousing, and even fulfillment functions. Often, these external logistics (transportation, 3PL / 4PL) partners have superior scale and cost structures compared to what can be accomplished internally, and they usually represent opportunities to redirect constrained financial and people resources to more essential, “core” endeavors fundamental to company success. Fixed cost structures can often be converted to variable spend, responding more directly to ups and downs in business activity.

Spinnaker SCA has extensive experience in helping companies unravel the often-subtle costs and value of such decisions, and in guiding them through the identification and selection of suitable partners with thorough and insightful decision processes. The shift of management and governance from in-house to third-party often exposes gaps in communication, business rule transparency, and individual roles and responsibilities, and Spinnaker’s methodology assures that the full range of concerns is addressed head-on in the critical transition and scaling of these new, often unfamiliar, business relationships.

Spinnaker SCA can help with:

  • Transportation Re-sourcing

  • Distribution & Fulfillment Outsourcing Requirements, Partner Selection, and Transition Support

  • Overflow Warehouse Analysis, Selection, and Implementation

  • System Changes & Integrations for External Partners