S&OP Development

S&OP Development That Aligns Your Team and Accelerates Growth.

End the debates. Trust the plan. Operate as one team.

Scaling a CPG brand is hard enough. Doing it with sales, ops, and finance, each working from different numbers? That’s a recipe for chaos.

Without a strong S&OP process, every month feels like a scramble:
🔹 Conflicting forecasts
🔹 Inventory swings
🔹 Sales and ops misalignment
🔹 Missed delivery targets and margin leakage

At W.NDeen Advisory, we build and lead your Sales & Operations Planning (S&OP) process, creating a unified plan that drives collaboration, accountability, and faster, smarter decisions.

What We Do

We create a structured, cross-functional S&OP process tailored to your growth stage:

  • Audit your current planning cycle, inputs, and outputs
  • Design your S&OP meeting cadence, roles, and workflows
  • Align Sales, Ops, Finance & Supply Chain around one version of the plan
  • Reconcile demand forecasts, supply constraints, and inventory targets
  • Build reporting that ties planning to performance

We don’t just create the process – we run it with you until it sticks.

What You Get

✔️ A fully designed and documented S&OP process
✔️ Calendar and cadence for monthly and quarterly reviews
✔️ Meeting agendas, scorecards, and planning templates
✔️ Role clarity across all stakeholder functions
✔️ Real-time plan vs. actual tracking and accountability

Why It Works

Most S&OP processes fail because they’re too rigid, too generic, or owned by no one.
Ours works because it’s:

✔️ Built around your team, your business, and your current challenges
✔️ Designed for scalability, not just survival
✔️ Led by a fractional expert who drives clarity, not confusion

We don’t hand you a slide deck – we embed and lead until your team can carry the process forward.

Who It’s For

Ideal for CPG brands that:

✔️ Are scaling beyond $10M and struggling to keep Sales, Ops, and Finance aligned
✔️ Are missing OTIF targets, misallocating inventory, or double-booking capacity
✔️ Want to get proactive instead of reacting to last month’s plan
✔️ Are tired of running S&OP meetings that lead nowhere
✔️ Need a real-time, collaborative, leadership-level process

What Clients Say

“S&OP used to be a meeting no one wanted to join. Now it’s the most valuable hour of our month.”
— COO, CPG Snacks Brand

“We finally have a plan that finance, ops, and sales all agree on. Game changer.”
— Founder, $25M CPG Company

Investment & ROI

Most clients see measurable improvements in forecast accuracy, OTIF delivery, inventory turns, and team alignment within the first 60–90 days.

🔹 Typical S&OP Engagements Start at $10,000 – $15,000
Based on team size, planning maturity, and supply chain complexity

Includes process design, documentation, leadership support, and implementation across multiple cycles.

✔️ Designed for operators
✔️ Executed by operators
✔️ Built to scale as you grow

Book a 30-Min Clarity Call

Let’s discuss your current planning process and how a real S&OP system can turn misalignment into momentum.

➡️ Schedule Your Call

How can we help you?

Reach out to W.NDeen Advisory with your business inquiry online. We’re here to provide tailored solutions and expert support to help your operations thrive.

Walid aligned forecasting areas while streamlining and simplifying processes. His recommendations were always sound and fact- supported. Walid also implemented new managerial reports that supported decision making. He was a key player.

Vice President,
$50MM Consumer Good Brand

Ready to reduce stockouts, cut costs, and drive growth?