Services

Four ways to work together

For founders, family-owned businesses, and mid-market operators. Every engagement starts with a defined scope and an agreed way of working.

01

Fractional COO / CSCO

Senior operating leadership on a defined mandate, without a full-time hire.

How an engagement works

  1. ScopeAgree the operating mandate, priorities, and measures of success.
  2. LeadRun the function or the transformation alongside your team.
  3. Hand overLeave processes, people, and a roadmap that stand on their own.

What it covers

  • Sales and operations planning (S&OP) and execution
  • Procurement and supplier strategy
  • Distribution, logistics, and transportation
  • Network design and automation business cases
  • End-to-end supply chain analysis
  • AI and digital transformation
  • WMS, ERP, and planning technology
  • Customer service and on-time, in-full performance
02

Board and Executive Advisory

Independent operating counsel for boards and leadership teams.

An independent operating perspective for boards and leadership teams weighing growth, capacity, service, and technology decisions.

  • Advisory Board member, Northwestern University Transportation Center, since 2022.
  • Open to additional seats where operations and supply chain are strategic.
03

Training and Coaching

Teams and executives learn how supply chain creates growth.

  • Sessions that teach executives and teams how supply chain creates growth.
  • Practical sessions such as “Your first 90 days as a supply chain leader”, with case exercises.
  • Coaching for leaders stepping into operations, supply chain, or transformation roles.
  • Built around the Personal Enterprise Framework™: vision, strategy, culture.
04

Keynotes and Panels

Talks that make supply chain clear to executive and industry audiences.

  • Past stages include Reuters Events, Manifest, Logistics World, C12 Hub, and AMEXME.
  • Available in English or Spanish.
Speaking topics
How we work

Five working principles

Scope discipline

Engagements start with a defined mandate, not an open-ended favor.

Direct, honest counsel

You get a real opinion, not a menu of safe options.

Bilingual by design

US and Latin American context and networks, not one market with a translation added.

Operator, not theorist

Recommendations come from having run the P&L, the distribution center, and the S&OP cycle.

Confidential by default

Client contacts, partners, and engagement details stay protected.

Start with a conversation.

A first call to understand the business, the operating challenge, and whether we are the right fit.

Get in touch