Warehouse Case Study
Summary
Key Results
- 70%+ of materials now managed through inventory controls instead of uncontrolled direct charges
- Significant reduction in emergency buys and shortages
- Improved integration of ERP systems (Maximo + Oracle) for automated procurement and reporting
- Embedded KPI tracking and leadership routines for sustainable performance
- Improved collaboration and trust between warehouse, procurement, and operations
Business Challenges
Common Supply Chain Pain Points Identified:
- Excessive Emergency Purchases: High volume of direct charge buys created poor visibility and uncontrolled spend
- Low Inventory Confidence: Maintenance teams bypassed inventory due to inaccuracies, leading to duplicates and urgent orders
- Wasted Leadership Time: Managers focused on expediting shortages rather than driving improvement
- No Standard Processes: Roles, workflows, and systems varied site to site, with no cohesive playbook
- Disjointed Systems: Poor ERP integration limited reporting, forecasting, and vendor tracking
- Obsolete & Untracked Materials: Materials laydown areas overflowed with unused, undocumented stock
- Inconsistent Procurement Practices: Staging, kitting, receiving, and reverse logistics lacked structure
Approach: Structured, Phased Supply Chain Overhaul
- Evaluated end-to-end warehouse and procurement workflows
- Assessed ERP data quality and integration
- Identified key gaps in inventory control, materials management, and process discipline
Phase 2: Transformation Roadmap
- Built a multi-phase plan focused on eliminating direct charges, increasing inventory accuracy, and enabling procurement strategy
Phase 3: Execution & Capability Building
- Installed standard operating procedures (SOP) for ordering, receiving, inventory handling, kitting, and reverse logistics
- Connected ERP Data sets to improve reporting and stock visibility
- Delivered role-based training and embedded a Management Operating System (MOS) with KPI scorecards
Phase 4: Sustainment & Optimization
- Introduced Leader Standard Work (LSW) to institutionalize daily oversight
- Consolidated all processes, RACIs, training guides, and KPIs into a single, enterprise-wide Warehouse & Procurement Playbook
Solutions Delivered

Results & Measurable Impact
Strategic Shift from Reactive to Proactive
- Supply chain teams moved from “chasing parts” to proactively managing inventory and vendor performance, gaining credibility as strategic enablers of operational reliability.
Direct Charge Reduction
- Over 70% of materials now flow through managed inventory, drastically cutting uncontrolled spend and improving traceability.
Enhanced Inventory Accuracy
- Cycle counting, reverse logistics, and system integration restored trust in warehouse data, eliminating unnecessary duplicate orders.
Streamlined Resource Use
- Receiving, staging, and fulfillment activities were redesigned for efficiency, freeing up time for value-added work.
Data-Driven Decision Making
- ERP integration enabled automated KPI scorecards, allowing leadership to track procurement lead times, vendor performance, and stock availability in real time.
Strengthened Cross-Functional Collaboration
- Daily warehouse huddles and procurement reviews improved alignment with maintenance and operations, resulting in fewer delays and higher satisfaction.
Sustained Performance Through a Playbook
- All improvements were locked into a custom Warehouse & Procurement Playbook, ensuring repeatability, training consistency, and audit readiness.