Inventory the data you already have, fix missing values, and align product identifiers. Connect sources with reliable no-code connectors and build a single, tidy table. Document assumptions and gaps in plain language. Add event and calendar tags to anticipate caused volatility. Share a live view with stakeholders immediately, inviting comments. Early visibility creates buy-in, exposes edge cases quickly, and ensures the next steps focus on meaningful improvements rather than guesswork or hidden surprises.
Run baseline forecasts and measure errors against recent history. Simulate reorder points under different service levels and lead-time variances, then compare cost and availability outcomes. Pick a conservative configuration for launch and record why. Prepare exception views for risky items. Invite a cross-functional review to stress-test assumptions. This step transforms theory into decisions the business can own, creating a shared understanding of trade-offs before automations push changes into daily operations and supplier conversations.