Operations Planning Services

Operations Planning Services

Operations Planning Services: Comprehensive On-Site Analysis & Strategic Planning

Effective Inventory Management’s operations planning services deliver a tailored, hands-on approach to optimizing your facility’s inventory and operational workflows. Led by owner and consultant Jon Schreibfeder, our two-day on-site engagement uncovers inefficiencies, defines clear objectives, and equips you with a detailed roadmap for lasting improvement.

Phase 1: On-Site Operational Analysis

During the analysis phase of our operations planning services, Jon visits your facility (or multiple locations) to review every aspect of your inventory and operations, including:

  • Your corporate policies and procedures for processing each type of inventory transaction

  • Methods for maintaining accurate on-hand quantities

  • Criteria for deciding which products to stock at each location

  • Adequacy of your current software tools and any supplemental solutions (spreadsheets, databases, etc.)

  • Demand prediction techniques for each product

  • Reorder triggers and optimal order quantities to balance cost and service levels

  • Strategies for handling inconsistent lead times, imports, consigned inventory, new product introductions, and internal transfers

  • Staff proficiency in “best practice” inventory control and software utilization

  • Warehouse layout and storage practices that minimize costs and maximize space

  • Identification and liquidation of dead stock or excess inventory

  • Comparison of actual investment versus ideal targets using industry-proven metrics

This in-depth review ensures we understand your unique challenges and lays the groundwork for a custom operations plan.

Phase 2: Plan Development & Implementation Strategy

Within one week of our on-site visit, we conduct a web conference to present your preliminary operations plan, which will:

  • Leverage your existing software—plus any recommended enhancements or supplemental tools—to achieve effective inventory control

  • Incorporate new data or insights uncovered since the on-site analysis

  • Define both incremental milestones and long-term objectives

  • Specify the resources (people, processes, and technology) required to meet each goal

Together, we refine the strategy in real time, ensuring the final plan aligns with your budget, timelines, and operational priorities.

Phase 3: Follow-Up & Continuous Improvement

To help you sustain momentum, our operations planning services include:

  • Delivery of a finalized plan in your choice of Microsoft Word® or Project® format

  • Periodic check-ins over the following 12 months to track progress and resolve questions

  • Ongoing phone and email support—free of charge—to address implementation hurdles

By combining thorough on-site analysis with clear, actionable planning and dedicated follow-up, EIM empowers your organization to achieve and maintain best-in-class operational performance.

®Access, Word, Project, and Excel are registered trademarks of Microsoft Corporation.