BOLDJOIN. Demand planning & inventory

For product businesses

Know what to order before you run out.

Best sellers out of stock. Slow lines filling the warehouse. Cash tied up in the wrong products. We help owners fix the planning behind those problems, so you order the right amount at the right time.

Book a 30-minute call Which problem is yours? ↓
~10 yrsin demand planning
Fortune 500continued senior work in planning and automation
Live dashboardsPower BI and forecasting models on your systems
Senior-ledexperienced hands on every project

Works with the tools you already use

  • Shopify
  • Xero
  • MYOB
  • NetSuite
  • Cin7
  • Power BI
  • Netstock
  • Inventory Planner

From a 12-tab spreadsheet. To one page you can act on.

Most planning lives in a spreadsheet only one person understands. We turn it into a short list: what to order, what to hold, and what’s at risk, kept up to date as new sales come in.

Before · 12 tabs, one person understands it
After · one page you can act on

Sound like your business?

Six problems product businesses tell us about most. Each one costs money or time. Each one links to work we’ve done on exactly that problem.

  1. 01We sold out of our best seller. Again.Lost sales, unhappy customers
  2. 02Cash is tied up in stock that isn’t moving.Money sitting on shelves
  3. 03I don’t know how much to order for next season.Guesswork on big orders
  4. 04Our forecast is always off, and nobody knows why.The same mistakes, every month
  5. 05Every week starts with copying and fixing spreadsheets.Hours lost before any decision
  6. 06Planning meetings turn into arguments about numbers.Decisions put off

Previous work

Planning work built on nearly ten years in the job. Here’s what each piece looks like for a business like yours.

01 · Stock & reordering

“Best sellers run out while slow lines fill the warehouse.”

What it costs you
Lost sales when popular products are gone, and cash locked up in stock you can’t sell, often both at the same time.
What we’ve built
Stock checks that compare what you have against what you’re likely to sell and how long suppliers take, and flag what will run out and what you’re over-buying.
What changes for you
A clear weekly list: order this now, hold off on that. Fewer stock-outs, less money sitting on shelves.
02 · Forecasting

“I don’t know how much to order for next season.”

What it costs you
Big orders placed on gut feel. Order too little and you miss the peak; order too much and you’re discounting for months.
What we’ve built
Sales forecasts from past sales, seasonality and what the business knows is coming (promotions, new ranges, price changes) in workbooks the team can keep updating.
What changes for you
A realistic number to order against, with a sensible high and low, so big buying decisions stop being a gamble.
03 · Forecast accuracy

“Our forecast is always off, and nobody knows why.”

What it costs you
The same mistake repeated every month: always too high on some products (excess stock), always too low on others (stock-outs).
What we’ve built
Checks that compare what was planned with what actually sold, product by product, and show which ones are consistently too high or too low.
What changes for you
You stop guessing where the plan is wrong and fix the few products causing most of the damage.
04 · Automated data clean-up

“Every week starts with copying and fixing spreadsheets.”

What it costs you
Hours of copy-paste from sales, stock and supplier files before anyone can make a decision, and mistakes that creep in along the way.
What we’ve built
Automated data feeds that pull in sales, stock and supplier data and clean it up on every refresh, so the clean-up steps run themselves.
What changes for you
Drop in the new exports, press Refresh, and the numbers are ready. Same result every week, without the manual work.
05 · Reports that update themselves

“The weekly report takes half a day to build.”

What it costs you
Someone senior rebuilding the same report every week, and you seeing the numbers late, after the moment to act has passed.
What we’ve built
Recurring sales, stock and forecast reports that update when new numbers come in, with the same definitions every time.
What changes for you
The report is ready when you need it. Time goes on deciding what to do, not on assembling numbers.
06 · Planning meetings

“Planning meetings turn into arguments about numbers.”

What it costs you
An hour spent debating whose spreadsheet is right, then decisions on stock and buying get pushed to next month.
What we’ve built
Short demand review packs: the forecast, what changed, the stock risks and the decisions needed, all on one agreed set of numbers.
What changes for you
Meetings that end with decisions: what to buy, what to push and what to stop.

What you can get help with

Pick the outcome you need. Scope, price and timing are agreed in writing before anything starts.

  • Order the right amount

    A forecast you can buy against, built from your sales history, seasons and what you know is coming.

    Statistical & machine-learning forecasting

  • Stop running out and over-buying

    A clear view of what to reorder, what to hold, and where cash is stuck in stock.

    Inventory & replenishment

  • Numbers that update themselves

    Live dashboards fed straight from your sales and stock systems, so nobody rebuilds reports by hand.

    Power BI, data feeds & report automation

  • The right tools, set up properly

    A review of how you plan today. If planning software will pay for itself, help choosing it and setting it up.

    Reviews & planning software setup

  • An experienced planner on call

    Regular forecast updates and stock reviews without hiring a full-time planner.

    Ongoing support

  • Not sure where to start?

    Tell us what’s going wrong. That’s what the first call is for.

    Book a call

From first call to handover.

  1. 01

    Discovery call

    A free 30-minute call about what’s going wrong: stock-outs, overstock, forecasts or reporting. No preparation needed.

  2. 02

    Numbers review & proposal

    We look at your sales and stock data, show you plainly where the biggest gains are, and agree the scope, timeline and price before any work starts.

  3. 03

    Build

    Forecasts, stock views and dashboards set up on the systems you already use, checked against your real numbers, with regular check-ins along the way.

  4. 04

    Handover & support

    Your team is shown how to run it. Optional ongoing support reviews the forecast and keeps it accurate as you grow.

Big-company planning, sized for your business.

Boldjoin is led by Greg Zra, Founder & Principal, with nearly a decade in demand planning and continued senior work in planning and automation at a Fortune 500 enterprise. We know what good forecasting and stock control look like, and how to set them up without big-company software or a big-company budget.

We work with whatever you already run, from Shopify and Xero to NetSuite and Cin7. Forecasts and dashboards are built so your team can keep using them after we’ve gone.

Questions owners ask

Is my business big enough for this?

If you hold stock and reorder from suppliers, yes. The problems (running out, over-buying, guessing order sizes) show up at every size, and the fixes can be kept simple.

Do I need new software?

Usually not. We connect to the systems you already use, automate the data flow, and give you forecasts and reorder suggestions in a live dashboard. If dedicated planning software is the right fit, we’ll help you choose it and set it up.

What will you need from me?

Typically your sales history, current stock and supplier lead times. We’ll agree exactly what’s needed on the first call.

Can we start small?

Yes. A one-off review of your forecast or stock is a good first step before deciding on anything bigger.

Can you help on an ongoing basis?

Yes. We can agree a regular rhythm, for example a monthly forecast update and stock review.

Book a call

Tell us what’s going wrong with your stock or forecast. Pick one of the times below.

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