Demand Forecasting Workshop - 3 Day Readiness Assessment

Is your organization ready to transform the way you predict, plan, and deliver with smarter demand forecasting?

Organizations struggle when forecasts fail to align across Sales, Operations, Finance, and IT, leading to excess inventory, stockouts, and lost revenue. This 3-day onsite workshop helps your teams identify the root causes of forecasting disconnects, validate advanced planning models, and create an actionable roadmap for improvement using Microsoft Dynamics 365 and Azure AI.

Approach and Timeline: Day 1: Stakeholder Alignment & Discovery • Compressed sessions across Sales, Operations, Finance, and IT • Identify where forecasting breaks down across departments • Define key success measures for demand forecasting

Day 2: Demand Planning Focus: • Assess disconnects between forecasted vs. actual stock • Optimize models using sales and installation data • Deliver insights on demand variability by region and product • Improve trust in forecast accuracy with visibility logic

Day 3: Technology Enablement: • Validate Azure Machine Learning model suitability for forecasting • Leverage Dynamics 365 capabilities (zonal forecasting, product lifecycle modeling, promotions/decline tracking) • Map gaps requiring ISVs or customizations

Deliverables: • Fit/Gap Analysis • Detailed findings on root cause issues • Recommended solutions leveraging Dynamics 365 Finance and Supply Chain Management out-of-box features • Identification of customization or ISV requirements • Statement of Work (SoW) • A detailed recommended plan for resolution • Includes scope, schedule, and budget

Supporting Outputs • Workshop findings documentation • Visibility logic for item-level forecasting • Actionable roadmap with prioritized solutions

Business Impact The Demand Forecasting Readiness Assessment helps organizations reduce stockouts, cut excess inventory, and improve customer satisfaction. By aligning advanced forecasting with real sales and market data, your teams gain the confidence to make faster, smarter decision, driving revenue growth, optimizing resources, and strengthening cross-departmental trust.