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Inventory systems

Know your inventory.
Plan with confidence.

Replace scattered counts and last-minute ordering with a clear view of stock, demand, and replenishment.

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THE WORK

Useful outputs.
Built around your team.

For teams managing inventory in spreadsheets, struggling with unreliable counts, or preparing for their next stage of growth.

Scope, timing, and fees are agreed before work begins. Recommendations depend on the information and constraints we review together.

01

A structured item list and inventory tracker

02

Reorder points informed by demand and lead time

03

A dashboard that highlights exceptions

04

A documented workflow and team handoff

HOW WE WORK

Clear scope. Practical delivery.

01

Understand your current counts, item data, and reporting needs.

02

Build a practical tracker and agree on reorder assumptions.

03

Review the workflow with your team and refine it together.

EXPLORE THE POSSIBILITIES

See what clearer
information can look like.

Explore fictional examples of inventory planning and supplier comparisons. Your system would be scoped around your actual business.

Explore the demos

Excel consulting your team can maintain

Improve an existing workbook or scope a new inventory tracker, purchasing report, or management dashboard. Work can include data cleanup, formula review, structured tables, refresh workflows, and documentation.

We agree on your Excel version, source data, refresh frequency, and automation needs before choosing the approach. The handoff includes the agreed workbook, calculation assumptions, and a walkthrough.

Review packages and deliverables →

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PRICING AT A GLANCE

Inventory tracker: $750 flat fee

Need help with an existing spreadsheet instead? Focused Excel help is $100 for the first hour and $75 per hour after that. Most jobs take 2–4 hours, depending on the request. A starter tracker is a defined project; advanced automation and integrations are quoted separately.

See prices and included deliverables →