Engagement structures

Two ways to work together.
One ends on the deck.
One ends on the P&L.

A 4–6 week fixed-scope audit that hands you a written diagnosis, and a 12–24 week implementation project that puts the savings on the P&L. Driven by DMAIC — Define the dollar problem, Measure against a baseline you can defend, Analyze to a Pareto, Improve in the order the operator can absorb, Control the gains before they leak back out.

Engagements are confidential. The first conversation is always a 30-minute scoping call.

Engagement shapes

Pick the shape that matches how much execution help you want.

Both end with a written diagnosis. One of them ends with the savings on the P&L — the audit findings, executed in priority order, with the consultant on the floor for the moves that actually have to happen in person.

4 – 6 weeks

Fixed-scope audit
Operators who want a written diagnosis, a prioritized finding list, and the savings case — but want to keep execution in-house once the report lands.

Delivered

  • Current-state map & baseline KPIs, built from your own data in week two
  • Quantified finding register, ranked by payback and ease of execution
  • Remediation roadmap with owners and milestones the leadership team signs off on
  • Read-out deck for the leadership team, plus the written report you keep
Most chosen

12 – 24 weeks

Implementation project
Operators who want the savings on the P&L, not just on the deck. Begins where a fixed-scope audit ends — rebuilds inventory and logistics processes once the audit findings are in hand. Sits with your team through the fixes; you do not absorb them on your own.

Delivered

  • Everything in a fixed-scope audit, run identically in the first four to six weeks
  • Cycle-count program designed and run-in, supervised on the floor
  • DC / warehouse layout re-slot — done by the team, supervised by the consultant
  • 3PL / carrier renegotiation play-by-play, including an in-flight RFx if the math says to replace
  • Targets committed, in writing, against the week-two baseline — three numbers with current owners

The audit, week by week

A 4–6 week engagement that hands you a written diagnosis.

Three weeks on the floor and at the data, two weeks turning the findings into a written report and a leadership-team read-out. The baseline is built from your own ERP / WMS / OMS in week two — never from industry medians.

W1 – W2

Interviews, data pulls, and floor-walks

A working session with the operations lead, the controller, and the warehouse supervisor. ERP / WMS / OMS data pulled and reconciled. On-floor walks at every DC and key 3PL — bin slotting, pick-path, wave design, replenishment, dock-door rotation, returns flow.

Engagement lead on the floor; analyst owning the data pulls.

W3 – W4

Baseline and finding register

A defensible KPI baseline at the SKU level — order accuracy, turnover, carrying cost, dock-to-stock, stockout frequency, logistics spend / unit. Findings ranked by payback. The Pareto identifies the three to five root causes driving roughly eighty percent of recoverable cost.

Analyst owns the baseline; engagement lead owns the Pareto and the finding register.

W5 – W6

Read-out and remediation roadmap

A written report and a leadership-team read-out with the remediation roadmap in the room: owners, milestones, dependencies, savings case tied to the baseline. Engagement ends here for fixed-scope audits; implementation projects pick the roadmap up in the next phase.

Engagement lead presents; leadership team signs off on owners and milestones.

Ownership at handoff

What the operator owns at handoff.
The audit delivers the report, the milestones, and the playbook. The operator implements — these three execution lines are not the consultant's to run.
  • Cycle-count program run-in: the program the audit designs, operated by your team from week six onward.
  • Slotting change execution: the new pick-path and slot map come out of the floor-walk; your warehouse team executes the move.
  • Carrier RFx execution: the rate benchmark and renegotiation playbook come from the audit; your procurement team runs the RFx.

The implementation, week by week

A 12–24 week engagement that puts the savings on the P&L.

The first four to six weeks are an audit run identically to the fixed-scope track. The remaining eight to twenty weeks are the fixes — cycle-count program, DC re-slot, carrier renegotiation, control plan — supervised end to end.

W1 – W6

Audit (identical to the fixed-scope engagement)

Same working sessions, same data pulls, same floor-walks, same baseline. Same Pareto and finding register, owned by the same team. This phase is not scoped separately — it is the runway the later phases stand on.

Engagement lead + analyst, identical staffing to the fixed-scope track.

Begins where a fixed-scope audit ends

W7 – W12

Cycle-count program and DC re-slot, supervised

Cycle-count program designed, piloted on the highest-value SKU classes, and run-in under a weekly cadence with a written exception log. The DC / warehouse re-slot happens on the floor, not on the deck — this consultant is there for the move, not for a memo afterwards.

Engagement lead on the floor for the re-slot; warehouse supervisor owns the cadence going forward.

W13 – W20

3PL / carrier renegotiation, play-by-play

Carrier rate benchmarking against current lanes, an MSA / escalation-language review, and a renegotiation playbook executed in partnership with your procurement lead. An in-flight RFx if the math says to replace the incumbent.

Engagement lead runs the negotiation; procurement lead owns the relationship afterward.

W21 – W24

Control plan and written commitment

A control plan with a written cadence (cycle-count frequency, dashboard review, exception owner), a dashboard the team actually uses, and targets committed in writing against the week-two baseline. Engagement ends when the plan is signed, not when the deck is delivered.

Engagement lead drafts; leadership team signs; named owner inherits the plan.

Targets committed in writing

Three numbers, against the week-two baseline.
The same three KPIs the home page commits to. Names, owners, and review cadence are signed off in the control plan — not promised in the deck.
  • Inventory turnoverAnnualized — measured against the SKU-level turnover built in week two. Reviewed quarterly against the committed target.
  • Stockout frequencyPer-SKU-class stockout rate, weighted by sales. Reported monthly against the baseline.
  • Logistics spend / unitTotal outbound + inbound logistics cost per unit shipped. Reviewed monthly against the carrier / 3PL renegotiation outcomes.

Typical client baseline

Directional KPI ranges we move.

Order accuracy

99.4%

+1.8 pts

pick / pack / ship

Inventory turnover

7.2×

+2.1× YoY

annualized

Carrying cost

−21%

of GMV

vs. baseline

Dock-to-stock

38 min

−62%

receiving → bin

Directional ranges from completed engagements. Your baseline is the only one that matters — we build it from your data, not from industry medians.

Engagement posture

Pricing aligned with the savings, not the hours.

Fixed fee per scope, not hourly billing. No per-seat math, no surprise change orders, and no retroactive upsells once the baseline is in.

Implementation projects are priced against the gross savings target — so our incentive aligns with yours. A fixed-scope audit is priced against the number of sites, SKUs, and 3PL relationships in scope, with a clear ceiling on what changes it.

If the math does not say an audit will land, we say so in the scoping call — the same way we'd want a vendor to say so to us.

Get started

Start with a 30-minute scoping call.

Tell us your operation, the KPIs you care about, and the constraint that's blocking the savings. If engagement isn't the right move, we'll say so.

Book a scoping call

Replies within one business day.