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Case Study

Inventory Transformation: Redesign inventory policies and processes

Partnered with a consumer goods company to redesign its inventory governance and processes, raising book-to-book accuracy from 79.2% to 99.6%.

Industry: Food & Beverage

Client

  • Global leader in the premium chocolate segment, with over 175 years of heritage and a presence in more than 120 countries.

  • In Brazil, the company has operated its own stores for the past decade, expanding to over 80 locations across major cities and regions.

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Challenges

  • The company was facing significant inventory discrepancies, resulting in lost sales, high product discard rates, and lack of visibility for inventory planning.

  • The issue began when the 3PL moved operations to a warehouse in another city, leading to a major turnover of the operational team.

Our Approach

  • Reviewed inventory governance processes.

  • Established KPIs and regular analysis routines for stock discrepancies.

  • Identified process and system failures.

  • Implemented book-to-book inventory routines, cycle counts, and wall-to-wall inventory.

Results

  • Increased book-to-book inventory accuracy from 79.2% to 99.6%.

  • Developed a tool and trained the team to execute book-to-book inventory routines.

  • Inventory policies and processes reviewed and updated.

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