Conducting an S&OP Process Assessment for a CPG Manufacturer
Clarkston Consulting performed a S&OP process assessment for a CPG manufacturer. Read a synopsis of the project below or download the full case study.
Download the S&OP Process Assessment for a CPG Manufacturer Case Study Here
A leading global manufacturer of natural extracts and ingredients used in food, beverage, and personal care products engaged Clarkston Consulting to improve its supply chain performance. The client was facing increased customer dissatisfaction due to rising lead times and excessive inventory. In response, executive leadership initiated an assessment of their global, cross-functional Sales and Operations Planning (S&OP) processes, seeking actionable recommendations to support a new market growth strategy while improving sales and profitability.
Although the client initially believed that process-level improvements to S&OP were the primary need, early findings revealed deeper systemic challenges. These included misalignment between business and supply chain strategies, inconsistent education and adoption across teams, lack of formalized processes, and weak sustainability mechanisms. Clarkston recommended a more holistic and phased approach to transformation.
Leveraging its proven IBP/S&OP assessment methodology, Clarkston conducted a comprehensive review of the client’s current-state processes, tools, performance metrics, and organizational alignment. The approach included in-depth interviews and a multi-dimensional benchmarking analysis to position the client’s capabilities relative to peers and industry best practices.
Clarkston delivered a future-state roadmap that detailed the tactical and strategic steps required to build a sustainable, integrated S&OP capability. The roadmap emphasized cross-functional alignment, technology enhancement, change management, and organizational readiness, ensuring long-term value capture. The recommendations also integrated the client’s growth vision and provided a clear case for change with associated cost-saving and profitability levers.
Upon implementation, the client is expected to achieve a 20–35% improvement in profitability through enhanced opportunity sales, working capital reduction, and increased customer satisfaction. By partnering with Clarkston, the client now has the strategic foundation, execution plan, and internal alignment required to transform S&OP into a driver of business growth and operational excellence.
Download the S&OP Process Assessment for a CPG Manufacturer case study, and learn more about our S&OP Consulting Services by contacting us below.
Contributions by Cathi Henriquez
