Case Study — Technology Partner

Enterprise planning, brought to market.

Built the strategic kickoff and stakeholder-alignment framework behind Plan Optimus implementation programs with major enterprise clients, shortening the runway from signed deal to live rollout.

The Challenge

Plan Optimus’s enterprise planning software required buy-in from multiple stakeholder groups within each client organization before an implementation could even begin — a slow, easy-to-stall process with large enterprise clients.

The Approach

We built the strategic kickoff and stakeholder-alignment framework used to get every relevant team — IT, operations, finance — aligned before implementation began, shortening the gap between signed contract and live rollout.

The Result

A repeatable kickoff process now used across Plan Optimus’s enterprise engagements, reducing the friction that typically stalls large implementations in their first 90 days.

Where advance2global Brings Plan Optimus

The same connected platform, tuned to how each network actually plans — three of the industries advance2global brings Plan Optimus to most often.

Quick Service Restaurants

Forecasts demand at the restaurant and daypart level, aligns supplier and hub planning to network-wide demand, and auto-adjusts replenishment as promotions and local events shift buying patterns.

Reduced food waste · higher product availability · faster response to demand spikes

FMCG & CPG

Senses demand across channels, regions, and SKUs, then synchronizes distribution and S&OP plans to production capacity in one consensus cycle.

Reduced inventory imbalances · improved promo demand management · faster market response

Manufacturing

Aligns S&OP around the installed equipment base — not just new-unit sales — and connects factory capacity constraints directly to the demand and supply plan.

Reduced network inventory · faster response to disruptions · stronger ops-to-finance alignment

Six Connected Planning Disciplines

Demand, supply, distribution, S&OP, financial planning, and spend management, unified on one governed platform — not a patchwork of point solutions.

AI-Driven Demand Planning Multi-Echelon Supply Planning Distribution Planning Sales & Operations Planning Financial Planning & Analysis Business Spend Management

Plan Optimus Case Study

The full case study covering Plan Optimus’s connected planning platform across Quick Service Restaurants, FMCG & CPG, and Manufacturing.

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