Service Offering
Sales & Operations / Integrated Business Planning
Elevate existing Sales and Operations Planning (S&OP) and transform planning processes with Integrated Business Planning (IBP) to drive strategic alignment across finance, supply chain, sales, and marketing teams. Catalant enables organizations to:
APPROACH
Building Your S&OP/IBP Blueprint
01
Benchmark processes
Assess your organization's current state, comparing against the industry best practices of leading companies with mature S&OP/IBP capabilities, identifying gaps in existing methodology, processes, tools, and metrics.
02
Assess capabilities
Perform a human-centered assessment of skills, ways of working, cross-functional collaboration, and org design to identify where capability augmentation and change is needed most. This provides clarity on the behavioral changes needed to sustain S&OP/IBP excellence.
03
Create improvement roadmap
Develop a clear path that targets quick wins and high-ROI opportunities. Linked to your strategic goals and reinforced by structured change management, it moves you from foundational S&OP to end-to-end IBP.
04
Design the right cadence
Establish an optimal meeting and decision-making schedule for your organization, ensuring the right information flows to the right people at the right time.
05
Build sustainable capabilities
Partner on adopting internal capabilities through hands-on training, coaching, and knowledge transfer. Our expertise in change management helps your team develop the technical and leadership skills required to drive ongoing S&OP/IBP maturity independently.
Solution Spotlight: Catalant Forward Deployed Experts™
Planning That Stays Ahead of Your Demand
Unite S&OP practitioners with AI engineers to build AI-powered forecasting that adjusts in real time, so your business can, too.
WINNING TOGETHER
S&OP/IBP Use Cases
Problem
Following a period of hyper-growth, a mid-market food manufacturer repeatedly failed to meet its yearly goals. Obsolete inventory piled up, finished goods stood at twice the sector benchmark, and profitability declined year after year.
Action
In six weeks, the team audited management routines, planning skills, metrics, and org design — building a solid case for IBP. The team then delivered a 18-month implementation plan, covering all five IBP stages and featuring templates, capability-building sessions and hands-on training.
Results
The IBP implementation led to:
- 75% reduction in obsolete inventory and 50% reduction in finished goods inventory
- 200 basis point increase in margins, reversing a multi-year decline
- 90% reduction in leadership meetings, dramatically improving operational efficiency
S&OP Transformation for Specialty Retailer
A leading specialty retailer faced challenges caused by shifting development timelines, volatile macro environments, and tightening sector-wide capacity. Management needed help to re-engineer its S&OP process. The project tightened links between merchandise and supply planners, restored the supply-demand equilibrium, and set up self-sustaining improvement cycles.
S&OP Redesign and Implementation
An industry-leading steel manufacturer lacked an integrated S&OP, leaving teams siloed and the warehouses with excess inventory. By standing up a central S&OP hub that fused demand forecasting with production planning, the company cut inventory by 25% and improved forecasting accuracy by 17 percentage points.
featured experts
Sales & Operations / Integrated Business Planning Consultants
Jay Jagatheesan
Catalant consultant
Ex-McKinsey consultant leading S&OP and supply chain transformations
Dena Martines
Catalant consultant
Hands-on S&OP and IBP consultant delivering practical, actionable results
Jay Jagatheesan
Ex-McKinsey consultant leading S&OP and supply chain transformations
20+ years driving EBITDA-focused S&OP/IBP improvements across Fortune 500 and PE portfolio companies. Delivers measurable margin, service, and working capital gains through strategic planning, network optimization, and effective tool implementation.
Dena Martines
Hands-on S&OP and IBP consultant delivering practical, actionable results
Supply chain consultant with experience at global manufacturing and consumer brands. Transforms complex planning challenges into measurable business value by implementing best-in-class S&OP, IBP, and inventory optimization with a pragmatic approach.
Mitch Millstein
Ph.D. and expert in planning, lean supply chain and inventory optimization
Helping small and mid-size companies transform their S&OP for 26 years with a streamlined 'Lite' approach that solves problems.
Mike Li
Ex-McKinsey, CAT, and Kraft Foods SIOP and planning specialist
Developing supply chain planning processes across industrials and consumer products for 18+ years. Created McKinsey's inventory and SIOP improvement methodology deployed at 20+ clients, achieving $2B+ in cash improvements through APS and ERP integration.
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