Guidance & Services

We don't just sell software. We deliver outcomes.

ForecastWorx is backed by 30+ years of hands-on planning and inventory optimization consulting experience. From implementation to managed services, our team ensures you get real, measurable results from AI-powered planning.

Most planning software vendors hand you a login and a knowledge base. ForecastWorx takes a different approach. Our guidance team includes experienced demand planners, inventory analysts, and implementation specialists who have helped enterprises like Sony, Levi's, Estée Lauder, and Williams Sonoma transform their planning operations. Whether you need help connecting your ERP data, configuring forecasting models, training your team on best practices, or outsourcing day-to-day planning operations entirely, we offer a service tier that matches your needs and budget. Every engagement is designed to accelerate time-to-value and ensure that your investment in AI-powered planning delivers measurable ROI from the first planning cycle.

30+ Years of Planning Expertise

From site survey to managed services — we've got you covered at every stage.

New

TrainingWorx — Self-paced online training is here

Learn demand, inventory, supplier & replenishment planning fundamentals at your own pace — guided by Mentora, our AI training expert.

Your Journey With ForecastWorx

Site Survey

Assess & Plan

Implementation

Deploy & Configure

Training

Enable Your Team

Support

Ongoing Help

Managed Services

We Run It For You

// GUIDANCE

"The most expensive software in the world is the software you don't use."

Unused software is wasted spend. We make access free, then focus your investment on improvements that drive adoption, automation, and measurable business value.

01 / 05

Implementation Services

We don't just hand you the software and wish you luck. Our team works on-site or remotely to get ForecastWorx fully deployed, configured, and integrated into your existing systems.

  • Project management & oversight from kickoff to go-live
  • Change management to drive adoption across your planning team
  • Solution design, configuration, and testing tailored to your workflows
  • Technical integration with your ERP, WMS, and data sources
  • Go-live stabilization and post-launch support

Our 4-phase implementation approach — Design, Build, Release, Support — ensures you take ownership of your planning system from day one. We train your team so you can maintain, evolve, and grow your ForecastWorx environment for years to come.

Implementation Phases

1Design
2Build
3Release
4Support

02 / 05

Ongoing Support

When you need help, you get real planners — not a generic help desk. Our support team has deep experience in demand planning, inventory optimization, and the ForecastWorx platform.

  • Dedicated support portal for issue tracking and resolution
  • Direct access to planning consultants who understand your business
  • Software troubleshooting, configuration adjustments, and updates
  • Proactive system health monitoring and performance tuning
  • Escalation paths that get answers fast

We believe support should feel like an extension of your team. Whether it's a quick configuration question or a deep-dive into forecast accuracy, our team is here.

03 / 05

Managed Services

Don't have a dedicated planning team? No problem. Our managed services model lets you outsource the day-to-day operation of ForecastWorx to our expert planners.

  • Fully managed forecasting and replenishment operations
  • Dedicated ForecastWorx planners embedded in your process
  • Regular reporting, exception management, and KPI reviews
  • Scalable engagement — from part-time support to full outsource
  • Seamless handoff when you're ready to bring it in-house

Managed services are ideal for companies that want the results of AI-powered planning without the overhead of building an internal team. We run ForecastWorx for you and deliver the outcomes.

04 / 05

Training

Great software is only as good as the people using it. Our training programs are designed to make your planners, buyers, and executives confident and self-sufficient on ForecastWorx.

  • Role-based training for planners, buyers, and executives
  • Hands-on workshops using your actual data and workflows
  • System administration training for your internal IT team
  • New-hire onboarding packages for planner turnover continuity
  • Refresher sessions and advanced technique masterclasses

Planner turnover is one of the biggest risks to planning system ROI. Our training and documentation packages ensure institutional knowledge stays with your company, not with individuals.

05 / 05

Site Surveys

Not sure where to start? Our site survey engagements help you understand where you are today, where you should be, and how to get there — before committing to any software.

  • Planning Optimization & Performance (POP) analysis
  • Current solution health check and gap assessment
  • Process review, workflow mapping, and improvement recommendations
  • Inventory software vendor evaluation and selection support
  • Executive-ready findings report with prioritized action plan

Our site surveys have saved companies from investing in new systems they didn't need — and helped others realize it was time for a change. Either way, you get a clear, unbiased view of your planning maturity.

Survey Options

POP AnalysisVendor EvaluationHealth Check

Ready to get started?

Whether you need a full implementation, managed services, or just a site survey — we're here to help.

"In the age of AI, the planner's job isn't to crunch numbers — it's to make decisions that machines can't."
— Deloitte Insights