Company
Company Name
Industry
Industry Name
Company Size
10,000+
Location
New York, United States
$500M+
Client Revenue Impacted
40+
Transformation Projects
75%
Avg. Timeline Acceleration

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"We're like two different companies instead of one, and we're not working together."

Jack Schmidt
Workshop Participant

The Situation

What We Found

The Situation

This specialty food ingredients manufacturer serves 120+ countries from dual production facilities. Despite adding a second facility to increase capacity, lead times had increased from 35 to 45-80+ business days. The facilities were operating as "two different companies" with separate processes, creating friction that manifested as invoicing errors and collection delays.

What We Found

Through intensive two-day onsite workshops with cross-functional teams, we documented the real operational picture:

28 Pain Points

Operational challenges from minor to critical

26 Workarounds

Manual processes compensating for system gaps

21 Integration Gaps

Handoff breakdowns requiring intervention

Critical gaps included:

  • Production planning managed through 20+ Excel worksheets outside ERP—single point of failure
  • 100% manual order entry creating data errors and rework
  • No demand forecasting; production entirely reactive to orders
  • No CRM or EDI integration; institutional knowledge trapped in email

What We Delivered

Through intensive two-day onsite workshops with cross-functional teams, we documented the real operational picture:

Quick wins for immediate impact

Daily cross-facility coordination calls, standardized document workflows, shared production schedule visibility, and structured handoff protocols—all implementable without system changes.

Strategic roadmap for transformation

S&OP framework with designated cross-facility coordinator, technology integration evaluation, organizational clarity with ownership accountability matrix, and KPI framework including On-Time-In-Full metrics.

The Outcome

The organization shifted from chasing symptoms to addressing root causes. Leadership now has a shared understanding of process interdependencies, a prioritized improvement roadmap, and the cross-functional visibility needed to operate as one unified company.

What We Delivered

The Outcome

"The workshop format encouraged transparent dialogue we hadn't had before. People took ownership of action items on the spot."

Jack Schmidt
Workshop Participant

Book a demo today

Every transformation begins with a conversation. Let's discuss how BEI Advisors can help your organization achieve sustainable growth and operational excellence.

Company
Company Name
Industry
Industry Name
Company Size
10,000+
Location
New York, United States
$500M+
Client Revenue Impacted
40+
Transformation Projects
75%
Avg. Timeline Acceleration

Want to transform your finances

Submit
Submit
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.