Consulting & Project Services

Author:  Dr. İlker Guclu Latest update:  05 July 2025

Optimum Planlama delivers focused consulting and project services in Supply Chain Planning.

The scope of our process improvement and configuration work can be summarized as follows:

Increase your organisation's competitiveness with properly structured strategic, tactical and operational supply chain planning activities.

Our consulting focus areas include:

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Sales & Operations Planning (S&OP/IBP) Consulting — learn more.

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Demand Planning & Sales Forecasting Consulting — learn more.

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Production Planning & Scheduling Consulting — learn more.

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Supply Chain Planning Maturity Assessment — learn more.

The right consulting engagement does not answer "which software should we buy?",
it answers "where is our actual problem?" first.

How to Choose Supply Chain Planning Consulting

Before selecting a consultant you need clear answers to three questions: Where exactly is the problem? How much change is required? What will your team be left with at the end? The four steps below make these visible and prevent both wrong-scope and unnecessary-cost engagements.

1. Define the Problem First

Planning problems cluster into four headings. Knowing which one you are dealing with directly determines the scope of the engagement:

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Process

Who contributes to which decision, and when? Are planning cycles defined, owned and run regularly?

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Data

Is there a single source of truth for sales, production and inventory? Do teams look at the same data, horizon and assumptions?

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Roles & Governance

Who makes contested decisions? Who evaluates plan deviations, when, and against which criteria?

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Tooling

Do your current systems support the process, or is what is missing a process rather than software?

To measure these four headings with data, a Supply Chain Planning Maturity Assessment is a good starting point. If you are unsure where to begin, the maturity assessment performs the direction-finding for you.

2. Choose the Consulting Type That Matches Your Problem

Each type of consulting targets a different problem and produces a different output. Choosing the wrong scope costs more than solving the right problem:

If sales and operations do not share the same perspective and the balance between forecasts and production capacity is not being set, S&OP-IBP Consulting applies directly. The work concerns establishing the cycle and keeping it running.

  • Monthly cycle rhythm and meeting structure
  • Financial and operational plans meeting in a single set of numbers
  • Variance management and decision mechanisms

If forecasts are consistently and clearly above or below reality, no amount of planning discipline will compensate. The forecasting process itself has to be fixed first: Demand Planning Consulting.

  • Establishing the concept of balancing demand and supply
  • Selecting forecasting methods that match the data
  • Forecast error measurement and the improvement cycle

When plans are made but change constantly in execution, the gap is usually scheduling capability. Production Planning Consulting focuses on evaluating capacity, routing, material and bottleneck constraints together.

  • Establishing and regularly running the master production schedule
  • Detailed scheduling and capacity control
  • Connecting material, supplier and change management to planning

When one item has excess stock and another is short, the problem is usually in how inventory policies and parameters are designed. Inventory Management Consulting focuses on this area, addressing segmentation, service level targets, and replenishment parameters together.

  • Inventory segmentation and setting service level targets
  • Calculating safety stock and replenishment parameters with current data
  • Managing excess and slow-moving inventory

When the problem cannot be reduced to a single area but you know you have to start somewhere, going straight into a solution is risky. Starting with a Maturity Assessment followed by a company-specific workshop grounds the scope in data.

  • Objective measurement of current planning capability
  • Identification of prioritised areas for improvement
  • A short-, medium- and long-term roadmap

3. Questions to Ask When Evaluating a Consultant

To look beyond the proposal comparison and test whether the outcome will last, the following questions should be answerable in the first meeting:

How most of these are answered tells you as much about how the consultant works as it does about how well you will work together. A consultant who delivered good results in a different sector is not a guarantee of results in yours.

4. Proposals That Should Be Rejected

Some behaviours are simply not signs of an end-to-end deliverable engagement. If any of the following appears, the process should be reconsidered:

Training, Consulting, or Both?

The two are not substitutes; they answer different needs. The right choice directly determines the question the work will answer:

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Training

The goal is to build shared knowledge and methods. Participants work with techniques that are valid across the sector rather than with their own company data. The aim is for the team to speak the same language and mean the same thing by the same concepts. Typically this takes the form of transferring proven methods and sector experience.

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Consulting

The work runs on your own data, process and team, and the output is specific to the organisation. The goal is for your team to be able to make its own decisions without consulting the consultant. Typically this is a piece of work carried out inside your existing structure and with your own team.

The combination that produces the best results in practice is usually this: first a company-specific workshop so the team shares one perspective, then consulting to structure the process with your own people. A shared language is created, and the process built on that language keeps running after the consultant leaves.

How a Consulting Engagement Progresses

At Optimum Planlama, a consulting project consists of a few core stages adapted to the organisation's maturity level and objectives:

  • Understanding the organisation's structure, constraints and priorities
  • Reviewing existing planning processes and documentation
  • Positioning the problem across the four headings (process, data, roles, tooling)
  • Making the objective written and measurable
  • Agreeing scope, timeline and team involvement together

  • Interviews with the relevant functions and clear ownership
  • Designing the process around the organisation's existing tools
  • Defining meeting rhythms, decision mechanisms and KPIs
  • Closing capability gaps with training

  • The process being run by your own team
  • Comparing actual results against the objective
  • Analysing variances and adapting the process accordingly

  • Confirming your team can run the process without the consultant
  • Making documentation and the review rhythm permanent in the organisation
  • Reviewing implementation support options together where needed

Does Optimum Planlama Promote or Sell Software Solutions?

Optimum Planlama does not promote any specific software solution.

When software is required as part of a consulting engagement we support conceptual design, capability definition and preparation of technical specifications (RFP).

We recommend organisations first identify process gaps and design competitive processes before evaluating software investments.

What Services Does Optimum Planlama Provide?

Our training and consulting services in supply chain planning include the following.

Frequently Asked Questions

When is supply chain planning consulting needed?

It is needed when plans are frequently broken, when sales, production and purchasing work with different numbers, when inventory and service levels create problems together, or when you are setting up a process such as S&OP/IBP for the first time.

What should be done before engaging a consultant?

First clarify the scope of the problem: is it process, data, roles, or tooling? A maturity assessment that measures the current state, or a short company-specific workshop, is a good way to establish that clarity before starting.

Should we get training or consulting?

If the team lacks a shared perspective and the fundamentals, choose training; if you need company-specific process, role and KPI design, choose consulting. Many organisations benefit from starting with a company-specific workshop and then structuring the process through consulting.

Do we need to buy software for the consulting work?

No. Optimum Planlama does not promote any software; where software is genuinely required, we support conceptual design, definition of the needed capabilities and preparation of the technical specification (RFP). Processes come first; the software search comes after.

How long does a consulting project take?

It depends on scope, maturity level and objectives. Direction-setting and maturity assessment studies are shorter, while establishing an S&OP or production planning process is work that progresses over months depending on the organisation's maturity. The timeline is clarified after the initial assessment.

Can our team run the process independently after the engagement?

Yes, that is one of the objectives. The work is carried out together with your existing team; process definitions, meeting rhythms, decision mechanisms and documentation stay in the organisation. Our aim is not to create consultant dependency but to build a sustainable capability.

Is our data secure?

The work runs on your own systems and data. Any transfer outside the organisation happens only with your approval and limited to what is required, and is handled under confidentiality principles.

What is the difference between training and consulting?

Training aims to build shared knowledge and methods; participants work with techniques that are valid across the sector rather than with their own company data. In consulting, the work runs on your data, your process and your team, and the output is specific to the organisation.

How to Get Started with Consulting and Project Services

The first step is not waiting for a proposal but discussing the current state together. During the application process your structure, objectives and existing processes are evaluated, and the scope, timeline and team involvement are clarified jointly.

For consulting requests, please contact us.

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