Food Processing & Agricultural Ingredients Manufacturer | 120+ Countries Served

75+ Process Gaps Identified Root Cause Found Upstream

Leadership suspected Order-to-Cash issues. Our assessment revealed the real problems were upstream in Forecast-to-Fulfill—a discovery that redirected improvement efforts toward root causes rather than symptoms.

Result at a glance

75+
specific findings documented with ownership assignments
8
operational phases assessed across dual facilities
1
unified improvement roadmap replacing symptom-chasing
In This Article
Company
BEI Advisors
Location
USA
Company sie
126
Portfolio
Good
75+
specific findings documented with ownership assignments
8
operational phases assessed across dual facilities
1
unified improvement roadmap replacing symptom-chasing

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

Workshop Participant

What We Found

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

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

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.

Better Built Doesn't Happen by Accident

Growth created complexity. Complexity is costing you. The path forward starts with a single conversation.

Company
BEI Advisors
Location
USA
Company sie
126
Portfolio
Good

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