Project Experience & Services

Sourcing

Inventory

Inventory

Reign in rising material costs with expert negotiation and procurement
Minimize supply chain delays with innovative procurement planning
Leverage expertise in global supply chains and cultural understanding
Identify and audit reliable suppliers to ensure they meet business needs
Improve communication and manage risk with your suppliers
Champion your company's interests when troubleshooting supplier errors

Inventory

Inventory

Inventory

Know what you have and where it is!
Avoid stock outs by communicating real-time stock levels to Shopify
Receive notifications to produce or reorder critical supplies
Generate purchase orders and understand your cost of goods
Generate pick lists and packing slips
Access inventory valuation reports to attract and retain investors.
Integrate with your accounting and shipping software or app

Vendors

Inventory

Vendors

Understand industry jargon and complex documentation requirements from large retailers and vendors
Navigate vendor portals to set up your products for sale with big-box stores and distributors
Negotiate logistics and financial terms to manage your risk
Leverage additional sales channels by publishing your products to digital marketplaces and platforms

Manufacturing

Manufacturing

Manufacturing

Scale up from small batches to professional production sites that cater to small businesses
Perform site audits to ensure sites meet your business requirements and match your culture
Reduce the risk of formula variance with expert guidance during R&D
Establish product specifications and quality testing to standardize and ensure quality
Access comprehensive production documentation to meet vendor quality requirements

Compliance

Manufacturing

Manufacturing

Understand the regulatory requirements for your product category in Canada and the USA
Establish quality testing schedules
Create SKU and lot numbering systems for your products and generate compliant UPC barcodes
Review packaging and marketing literature for compliance
Partner with regulatory and industry agencies to pursue Health Canada NPN and FDA NDC numbers
Pursue Organic Certification and GMP Compliance

Distribution

Manufacturing

Distribution

Scale up from in-house order processing to professional fulfillment centers that grow with your business
Fulfill orders within a day, every day
Leverage greater buying power for shipping supplies and freight rates
Gain access to commercial freight haulers that require forklifts and dock-height locations
Access cost savings from vendors by storing larger orders off-site
Access comprehensive inventory documentation to meet vendor quality requirements

Financial

Best Practices

Best Practices

Calculate the Cost of Goods and Margins for each of your products
Analyze your overhead to identify opportunities to save
Explore easy tools to improve financial recordkeeping to support tax reporting and grant or loan applications
Access to experienced bookkeepers, controllers, and Contract CFOs for hire

Best Practices

Best Practices

Best Practices

Mapping and streamlining physical operations and document workflows
Drafting and finalizing policies to ensure consistency and efficiency
Implementation of quality best practices including GMP, TQM, LEAN, SCOR, and PMP
CBOK - Building a Database of company knowledge, experience, and decisions to support future decision-making.

Team

Best Practices

Team

Create onboarding & training materials for new hires
Hiring - Job Descriptions, Recruitment & Interviews
Support to work through team troubles and foster engagement
Performance Reviews
Review of Employment Contracts for legality and risk
Documenting HR Policies and Checklists