M&A Executive Search provided a project-based supply chain and software selection advisor to a distribution company addressing demand planning and inventory management challenges across its distributor network. The expert operated as an embedded member of the internal project team, leading business requirements gathering, vendor research, solution demos, and software selection facilitation, with a focus on QuickBooks integration and scalable planning solutions. The assignment delivered a ranked set of potential software solutions, structured business requirements, and vendor recommendations, enabling the organization to de-risk its software selection, improve distributor inventory management, and position for future revenue growth.
