1 / Scope
Agree the decision, products, channels, owner, timing, inputs and constraints. Define how usefulness will be judged. Establish the first decision note and data-gap log.
30-day planning pilot
30-DAY FOCUSED PLANNING PILOT
Test the managed planning approach on one real decision.
Choose one upcoming buy, production run or allocation decision. ScaleSight uses agreed inputs to investigate the signal, compare options and bring reviewed recommendations. At the end, decide whether ongoing review is useful enough to make recurring.
A useful starting point has a real commitment attached.
A strong pilot has a named decision owner, an upcoming commitment date, relevant data and a choice that remains open. It can support a lean team or add bandwidth around an established planning process.
- An upcoming production run with competing flavor signals.
- A buying decision affected by size-level returns or availability.
- A supply delay that changes allocation or promotion choices.
Four weeks, one agreed decision scope.
2 / Establish the read
Prepare and check inputs, distinguish demand from availability effects, and document the baseline and assumptions. Review the first evidence-led read.
3 / Compare options
Investigate the change and compare feasible quantity, timing or mix choices against supply, service and cash constraints.
4 / Review and choose
Review the recommendation, remaining uncertainty and learning. Agree whether to stop, refine the scope or continue with recurring support.
What the pilot gives your team
A decision-specific workspace
A shared view of the evidence, assumptions and alternatives for the agreed question.
Maintained analysis
Forecasts, demand checks and scenarios appropriate to the available data and decision.
Reviewed decision briefs
What changed, what we checked, the options, the recommended action and the cash and service implications.
A final review
A record of the findings, outstanding questions and whether continued support would be useful.
Illustrative · synthetic data
Synthetic beverage example. Next production slot: 12 November. Decision owner: Brand operations.
- What changed
- Flavor A sold 1,200 units over four weeks; B sold 800. B was unavailable for six days.
- What we checked
- Total sales, availability, repeat orders, incoming supply and shared run capacity. A faster observed rate alone does not establish incremental demand.
- Recommended action
- Investigate B availability before increasing total volume. Compare an unchanged total run with a revised mix.
- Quantity and timing
- Compare 6,000 units at 3,000 A / 3,000 B with 3,600 A / 2,400 B before the next slot is committed.
- Cash and service trade-off
- At an assumed $2 unit cost, both total $12,000 in product cost. Timing, packaging, freight and lost-sales risk still require review.
- Assumptions and next signal
- Synthetic figures; equal unit costs assumed. Recheck B after seven in-stock days and validate MOQ, committed stock and lead time.
- Decision owner
- Brand operations
Who does what
ScaleSight
Your team
Frame the analytical question and organize agreed inputs.
Provide relevant data and explain operating constraints.
Investigate signals, compare options and document assumptions.
Validate lead times, costs, MOQs, commitments and practical feasibility.
Prepare and review recommendations within scope.
Review the trade-offs, make final decisions and execute.
Judge the pilot by the decision it supports.
Did the analysis clarify the choice? Did it arrive before the commitment? Were the assumptions and trade-offs usable? Did it help the team decide what to change, hold or investigate? We quantify effects where the data supports them.
Continue when the review earns its place.
After the pilot, we review what was useful and what remains open. Any ongoing engagement has an agreed decision scope, review cadence and fee. Continued access and support are defined in that agreement.
How long is the pilot?
The proposed pilot is 30 days. We agree the start date, decision deadline and data readiness before work begins.
What does it cost?
We confirm the fee after agreeing the decision, data requirements and review scope.
How much time will our team need?
We agree the onboarding and review time during scoping, based on the data and operating context.
Do we need Shopify?
No single sales platform defines fit. We first confirm whether the relevant data can support the question.
Do you replace our planner or analyst?
ScaleSight adds analytical planning capacity around an agreed scope. Your team retains operational ownership.
Do you guarantee savings or fewer stockouts?
We assess evidence and trade-offs. Business outcomes depend on demand, data quality, constraints and the decisions your team takes.
What happens if the data cannot support the question?
We review the limitation with you and agree whether to narrow the question or change the approach.
What happens after 30 days?
We review the work together. Continued analysis, support and workspace access require an agreed next scope.