Planning Maturity Assessment
The problem
Most planning teams know the symptoms—poor forecast accuracy, excess inventory, stockouts, and disconnected decisions—but not the root causes behind them. Without a structured assessment of processes, data, and planning performance, improvement efforts become guesswork instead of measurable progress.
Challenges we solve
Identify what's preventing your planning team from performing at its best
Our Planning Assessment evaluates your processes, data, governance, technology, and organizational alignment to uncover the root causes behind planning inefficiencies. The result is a prioritized roadmap that helps you improve forecast quality, decision-making, and operational performance.
Forecasts don’t inspire confidence
Planning decisions rely on forecasts that are consistently inaccurate, forcing teams to compensate with excess inventory, higher safety stock, or last-minute firefighting.
Every team has its own version of the truth
Sales, Supply Chain, Finance, and Operations work with different assumptions, making consensus planning slow and reducing confidence in business decisions.
Planning performance is impossible to measure
Without standardized KPIs and clear visibility, teams struggle to understand what’s working, identify bottlenecks, or prioritize improvements.
Critical knowledge lives in spreadsheets
Planning processes depend on manual work, disconnected files, and individual expertise, limiting scalability and increasing operational risk.
Assessment Framework
How we assess your planning maturity
We evaluate the key dimensions that determine planning performance—from forecast quality and demand behavior to data readiness, governance, and process maturity.
Forecast Performance
Forecast accuracy, bias, and error patterns across products, customers, and time horizons.
Demand Segmentation
ABC–XYZ analysis to align planning strategies with product value and demand variability.
Planning Process
Governance, workflows, decision ownership, and cross-functional collaboration.
Data Readiness
Data quality, consistency, completeness, and the foundations required for reliable planning.
Who benefits
Designed for organizations that need clarity before transformation
Planning Assessment is ideal for companies that:
Don’t know why forecast performance remains low despite ongoing improvement efforts
Need to identify the root causes behind excess inventory, stockouts, or service issues
Are preparing for an S&OP, IBP, or demand planning transformation
Want a clear roadmap before investing in new planning technology or AI
Need to align Sales, Supply Chain, Operations, and Finance around a single planning process
Want to benchmark their planning maturity against industry best practices
Methodology
From diagnosis to a roadmap for better planning
Every engagement follows a structured methodology designed to uncover planning constraints, quantify improvement opportunities, and define the next steps for transformation.
1. Assess
Evaluate planning processes, data quality, governance, KPIs, and forecasting performance to understand the current state.
2. Diagnose
Identify the root causes behind forecast errors, inventory imbalances, process inefficiencies, and cross-functional misalignment.
3. Benchmark
Compare current planning capabilities against industry best practices and quantify the maturity of each planning dimension.
4. Prioritize
Build a roadmap of high-impact initiatives based on business value, implementation effort, and expected operational outcomes.
5. Transform
Support the execution of the roadmap through Harumi’s planning, optimization, and AI solutions.
