Our Services

Tailored consulting to guide your retail business forward.

Strategy

We design and build custom Excel tools tailored to your retail planning workflows—whether you need a new solution from the ground up or a replacement for a legacy file.

What we deliver:

  • Custom tool architecture built for your planning process

  • Purpose-built OTB, allocation, and replenishment workflows

  • User-friendly inputs, outputs, and reporting views

  • Business-rule logic tailored to your team’s needs

  • Scalable structures that support ongoing use and growth

Result: A high-functioning tool built around your operation, with better usability, stronger reliability, and improved planning execution.

A consultant discussing strategy with a client over charts and notes.
A consultant discussing strategy with a client over charts and notes.
Optimize

We improve spreadsheet-driven planning workflows by reducing manual effort, streamlining recurring tasks, and strengthening day-to-day execution.

What we deliver:

  • Automation of recurring tasks and updates

  • Workflow simplification and standardization

  • Spreadsheet performance and stability improvements

  • Reduced manual touchpoints and error risk

  • More efficient planning and reporting processes

Result: Faster execution, stronger consistency, and more time for strategic decision-making.

When critical Excel tools become slow, fragile, or difficult to manage, we assess, repair, and improve them—without unnecessary rebuilds.

What we deliver:

  • Formula and logic audits

  • Troubleshooting and issue resolution

  • Macro cleanup and refinement

  • Structural reorganization for maintainability

  • Performance tuning for large or complex files

Result: A more reliable, scalable tool your team can trust.

Stabilize
A team collaborating around a laptop, planning next steps.
A team collaborating around a laptop, planning next steps.
Close-up of hands writing notes during a consulting session.
Close-up of hands writing notes during a consulting session.
Build
Why Clients Partner With Us

Clients partner with us for our retail planning expertise and practical, Excel-first approach. We focus on high-impact improvements that reduce manual work, improve reliability, and strengthen the tools teams already use every day. Our work is designed to fit existing processes while making planning workflows more efficient, consistent, and easier to manage.

Let’s Improve the Tools Your Team Already Uses

Share your contact information, and we’ll reach out to talk through your current tools and where we can help improve performance.