Inventory Capital Diagnostic

The Inventory Capital Diagnostic is a fixed-scope, fixed-fee engagement that identifies where capital is trapped in your inventory, why it’s accumulating there, and what it would take to recover it.

What the Diagnostic Examines

The diagnostic is a focused review of how inventory performance is currently measured, and whether the numbers behind everyday inventory decisions hold up. It examines:
  • How key inventory KPIs are calculated
  • Consistency of reporting across systems and teams
  • Aging exposure and the integrity of turnover figures
  • Metric drift and conflicting numbers between departments
  • Capital currently tied up without clear visibility

What the Diagnostic Typically Reveals

Most inventory reporting looks complete. The diagnostic tends to surface the gaps underneath it:
  • Departments working from conflicting inventory numbers
  • Aging and slow-moving stock no one can fully quantify
  • KPI definitions that have shifted over time without notice
  • Excess inventory carried without a documented reason
  • Dashboards full of figures but short on decision context
None of this is unusual. It is what happens when reporting grows faster than the structure beneath it.

How the Engagement Works

The diagnostic is built to be low-friction for your team. It works from standard inventory and sales exports, the kind most ERP systems produce as a routine report. There is no system integration, no software to learn, and no IT project required.
  1. A brief initial conversation to confirm the diagnostic fits your situation and identify the data needed
  2. Analysis over a fixed window, typically ten business days
  3. A written report and a working session to walk leadership through the findings

Deliverables

At the close of the engagement, leadership receives:
  • An executive diagnostic report with findings stated plainly and written for decision-makers
  • A capital exposure summary showing inventory capital concentration and risk
  • Prioritized recommendations: what to address first, and why
  • A 60-minute leadership discussion to review the findings and answer questions
  • Where relevant, an outline of system design work as indicated by the findings

A Sample of the Report


Executive summary (page one) of a sample report. Figures generated from synthetic data.
Download the full sample report (PDF)

Initiate an Inventory Capital Diagnostic

The first step is a brief call to confirm the diagnostic fits your situation and that the necessary data is available. There is no cost or commitment attached to it.
Request an Inventory Capital Diagnostic

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