Planning Notes

Each note works one planning problem through an example and says where the method stops.

Systems

The release notes said no functional change and the plan moved

A vendor release with no configuration change can still move thousands of plan lines. Why that happens, which differences deserve investigation, and how to build a regression baseline before the next upgrade.

2 November 20269 min read

All Notes

Systems

Your planning support queue is three different jobs in one inbox

After go-live, a planning support team gets incidents, questions about correct answers, and configuration changes in one queue. How to separate them, keep the overnight chain running, and staff it.

30 October 20269 min read
Regional

Vietnam supply chain planning when the inputs still come over the border

Vietnamese plants run on imported inputs, a moving Tet shutdown and a northern grid that fails in dry years. How to plan a site whose origin file decides its tariff.

29 October 202610 min read
Energy

Covering an emissions obligation before the deadline decides the price for you

Carbon credit portfolio management as a forward short position: sizing the obligation, compliance and voluntary in one book, and the abate or buy comparison.

28 October 20269 min read
Regional

Mexico nearshoring supply chain planning when the crossing is the longest lead time

Nearshoring moves the factory to Mexico and moves the risk to the crossing, the IMMEX clock and the origin file. What changes in a plan built for ocean freight.

27 October 202610 min read
Industry

Feedstock price pass-through when the formula moves the volume

Index-linked contract formulas decide margin timing and pull volume across period boundaries. How lag, share and reference index interact, and how to separate price-driven volume from real consumption.

26 October 202610 min read
Industry

Hazardous materials transportation planning when one kilo changes the rules

Hazard classification changes which lanes, carriers and quantities are feasible, usually in steps rather than smoothly. The thresholds, segregation rules and routing limits a planning model has to carry.

23 October 202610 min read
Industry

A ninety day product with seventeen usable days

How minimum remaining shelf life clauses shrink the life you can actually sell, and what that does to campaign length, allocation between customers with different clauses, and write-off risk.

22 October 20269 min read
Energy

Capture cost is mostly decided before you pick a technology

CCUS project economics start with CO2 concentration in the stream. Three parts with three owners, hub sequencing risk, storage appraisal, and the revenue mix.

21 October 202610 min read
Industry

The allergen matrix decides the sequence before the due dates do

How allergen changeover scheduling works when a validated wet clean costs more than any due date, covering the transition matrix, campaign length, carry-over through rework and what precautionary labelling buys.

20 October 202610 min read
Industry

Cell and gene therapy supply chain planning when the batch is one patient

Why safety stock is unavailable when every batch belongs to one named patient, how to size manufacturing slots and the cryogenic shipper fleet, and what queueing does to a vein-to-vein promise.

19 October 202610 min read
Industry

Patent cliff planning when the forecast has never seen a cliff

How to plan across a loss of exclusivity: separating price and volume erosion, sizing the final campaign against expiry dating, and meeting a supply obligation you cannot walk away from.

16 October 202610 min read
Retail

Store clustering when the groups were drawn by region and size

Store clusters built from square footage and region produce ranges that fit no store. How to cluster on demand share instead, how many groups to keep, and when to re-cut them.

15 October 202610 min read

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