Advisory

We transform Planning into decision-making capacity and results.

We integrate strategy, demand, inventory, capacity and finance through S&OP, IBP and S&OE, connecting executive decisions to execution.

See the methodology
Areas we cover

We handle any topic across S&OP, IBP and S&OE.

End-to-end planning. From strategy to execution.

Demand

Forecast, market signals and accuracy.

DDMRP

Inventory

Tailored policies and dynamic buffers with DDMRP for working-capital balance.

DDMRP

S&OP

Monthly cycle, roles and governance rituals, with inputs calibrated by DDMRP.

Operations

Capacity, production and service level.

S&OE

Short-term plan execution, week by week.

DDMRP

IBP

Integration with finance and executive capital decisions, with DDMRP risk reading.

Methodology

Five phases, from diagnostic to assisted operation.

Each phase has its own deliverable. Delivery is joint with your team, from the first workshop until the process runs on its own.

IFASE
Diagnostic

Kick-off, goal alignment and an initial read of the current process maturity.

Mapping

Reading today’s process: connections between areas, bottlenecks and decision points.

IIFASE
IIIFASE
Solution Design

Workshops to build the desired process, with improvements validated together with the team.

Blueprint

Consolidated implementation strategy, documenting both the current and the new process design.

IVFASE
VFASE
Phased Execution

Work packages by stage, rollout schedule and follow-through to assisted operation.

IFASE
Diagnostic

Kick-off, goal alignment and an initial read of the current process maturity.

IIFASE
Mapping

Reading today’s process: connections between areas, bottlenecks and decision points.

IIIFASE
Solution Design

Workshops to build the desired process, with improvements validated together with the team.

IVFASE
Blueprint

Consolidated implementation strategy, documenting both the current and the new process design.

VFASE
Phased Execution

Work packages by stage, rollout schedule and follow-through to assisted operation.

Results we aim for

Measurable business impact.

Impact ranges observed in Planning structuring and inventory management projects over the first implementation cycles.

+5 to 10 p.p.

Service Level

Better customer service, on time and in the requested quantity.

−8 to 15%

Inventory Levels

Better inventory balance and reduced excess.

+8 to 15 p.p.

Sales Accuracy

Sharper sales forecast accuracy.

+5 to 10%

Factory Productivity

Fewer setups.

Results vary by maturity, operational context, scope and baseline of each organization.

Looking for team training, not a consulting project?

Explore the Learning Hub
What sets us apart

Why companies choose Advisory.

  • Content applied to your business reality, with real examples, not generic case studies.

  • Integration of operational, financial and strategic views around a single plan.

  • Focus on decisions that leave the room, not on meetings that only spawn more meetings.

  • Methodology adapted to the company’s real maturity stage, no one-size-fits-all model.

  • Presence alongside the team until the process becomes a management discipline, not a one-off event.

Who delivers

The Trio behind S&OPlayers. Inside your company.

In Advisory, you’re not hiring a brand to receive a third-party team. The Trio that builds S&OPlayers works directly on the project, from diagnostic to implementation.

Executive vision, technical depth and real field experience to transform Planning into decision-making capacity, execution and results.

Henrique Mota Youssef
Author and reference in S&OP, S&OE and IBP in Brazil
Ulisses Lima Messias
Senior S&OP/IBP Consultant · U.M Consultoria
Ana Paula Guarato
S&OP/IBP & DDMRP Consultant · Guarato Consultoria
Meet the Trio
Who it is for

Companies with complex supply chains, stuck between spreadsheets and meetings that never decide.

Built for industrial companies, retailers, distributors and organizations with complex supply chains that need to improve predictability, reduce stockouts and excess, integrate functional areas and speed up medium- and long-term decisions.

Next step

Let’s look at your planning cycle together.

A 30-minute conversation to understand where your S&OP or IBP process stands today and design, with you, the evolution path suited to your company’s goals.

Frequently asked questions

Each phase has its own deliverable and timeline; the full cycle, from diagnostic to assisted operation, typically runs 4 to 9 months, depending on scope and starting maturity.

No, they’re complementary. Advisory drives the process transformation; the Learning Hub continuously trains the team that sustains it.

A 30-minute call to understand your current S&OP or IBP cycle stage and align on whether Advisory is the right format, before any proposal.

The Trio that builds S&OPlayers works directly on the project, from diagnostic to implementation, with no hand-off to a third-party team.