Knowledge Base & FAQ

Frequently Asked Questions

Everything you need to know about Planning Output-as-a-Service, Zero IT Integration, hard financial ROI, and data security.

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Financial ROI, Costs & Scalability

Most mid-market operations see full payback within the first 30 days. By eliminating ~20% of out-of-stock events, a $20M–$100M business recovers between $50,000 and $250,000+ in previously lost gross margin annually.

Additionally, our automated PO deferral logic and dynamic safety buffers regularly unlock 10%–15% of working capital previously trapped in excess inventory.

Enterprise planning software (SAP IBP, o9, Kinaxis) typically costs $100,000+ in license fees, requires $50,000+ in IT consulting, and takes 6 to 18 months to deploy.

Hiring a dedicated supply chain planner costs $50,000–$110,000+ per year in salary and overhead depending on your market. Touchless Plan delivers the output capacity of an experienced senior planner at a fraction of the cost, deployed in 14 days with zero software licenses or IT overhead.

Yes. Manual spreadsheet workflows break down when a business scales past a few hundred SKUs or multiple warehouse sites.

Touchless Plan easily processes tens of thousands of SKUs across multi-site distribution networks overnight, enabling a single planner to manage a rapidly expanding supply chain without increasing headcount.

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Zero IT Integration & Data Security

No. We never touch your core ERP database, request SQL admin credentials, or ask for direct server access.

At 5:00 PM, your team simply exports standard, unformatted CSV or Excel reports straight out of your ERP (SAP, NetSuite, Odoo, Dynamics, or local systems) and drops them into a secure, private cloud folder. Our engine processes those raw files externally overnight.

Traditional software implementations stall because they require database connectors, custom UI builds, and months of staff retraining.

Touchless Plan bypasses this friction entirely: your team drops standard ERP export files into a secure cloud folder, and we deliver native Excel execution files straight to their inbox. Because there is no new software interface to learn, onboarding requires zero internal IT bandwidth and goes live in two weeks.

Yes. You retain complete data governance. Because we operate purely on sanitized file drops, you control exactly what data fields are included in your daily exports.

We do not require customer PII or sensitive financial ledgers—only standard operational data (SKUs, quantities, lead times, open POs, and location balances).

That is the reality for 90%+ of mid-market supply chains. Step 1 of our 5-Step Touchless Engine continuously audits your parameter health (lead times, safety stock levels, MOQs, and BOM components).

When parameter decay or errors are detected—such as an MOQ set to zero or an outdated supplier lead time—our morning output highlights the anomaly and provides a ready-to-upload master data fix file alongside your daily operational recommendations.

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Daily Workflows & Deliverables

You receive Action-Ready Execution Files pre-formatted for immediate approval and execution across 5 core categories:

  • Purchases: Pre-filled PO reorders, expedite notices, and cash-saving deferrals.
  • Production: Deadline-prioritized work orders and material-cleared production runs.
  • Distribution: Inter-site rebalancing manifests and warehouse replenishment orders.
  • Customer Commitments: Proactive delay notices, partial shipment plans, and allocation rules.
  • Master Data: Parameter fix files for MOQs, transit times, and BOM components.

It replaces 2 to 3 hours of daily manual data plumbing—pulling CSVs, stitching VLOOKUPs, and fixing broken spreadsheet formulas—with a 10-minute morning review over coffee.

Your planners wake up at 8:00 AM to pre-filled ERP uploads, drafted vendor emails, and line-ready production priorities. They spend 100% of their energy making high-value operational decisions instead of wrestling with data.

Not at all. Touchless Plan works alongside your existing infrastructure and team. Your ERP remains the single source of truth for transactions, and your planners retain 100% approval authority over every decision.

We eliminate the 10+ hours a week your team spends on manual data plumbing, formula stitching, and spreadsheet formatting so they can focus purely on evaluating true operational edge cases.

Manual spreadsheets rely on fragile formulas and tribal knowledge held in a planner’s head, creating massive operational vulnerability when someone takes a vacation or leaves the company.

Touchless Plan codifies your business logic into an automated execution pipeline. Every calculation is mathematically validated and repeatable, ensuring complete operational continuity regardless of team turnover.

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Execution Logic & Relationship Management

Our engine maps to your operational reality, not a rigid software template.

Whether you enforce tiered customer allocation rules during shortages, manage strict shelf-life constraints, run multi-level BOMs, or negotiate supplier-specific MOQs, we map your exact logic into the engine during the 14-day onboarding process.

Instead of reacting after a missed shipment or line shutdown occurs, Touchless Plan can identify stockout risks months in advance.

Your team receives ready-to-send email drafts for supplier expedites and proactive customer delay notifications, allowing you to manage expectations professionally long before an issue impacts customer delivery.

Onboarding, Parallel Run & Guarantees

During your first two weeks, we run our decision engine side-by-side with your existing manual workflow. Your team drops their raw data every evening, and we deliver finished Action-Ready Execution Files every morning.

This allows you to mathematically validate our reorder points, transfer logic, and time savings against your current process in real-time with zero risk to ongoing operations.

We don't set it and forget it. After full cutover, we conduct a structured monthly sync call with your team to review parameter health, audit supplier lead time drift, and calibrate decision rules.

This guarantees our outputs evolve with your business and maintain zero deviation versus operational reality.

Run our daily Action-Ready Execution Files for 30 days. If our engine fails to calculate your replenishment points with 100% mathematical accuracy—or doesn't save your team hours of manual effort every single week—you pay $0 and keep all audit report assets and custom logic mapping.

Ready to Eliminate Planning Friction?

Start with a 3-minute financial loss benchmark or contact us to learn more about the setup.

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