Skip to content
PLM Pundits

Advise · Strategy & AI Advisory

Strategy for the C‑suite, from people who have delivered it.

We advise CEOs, COOs, CFOs and CTOs on where AI agents, supply chain redesign and technology investment will move the numbers that matter, and how to sequence, fund and govern the change. Partner-led, evidence-based and vendor-neutral in our recommendations.

Request a consultationWhat we do

The problem

AI and supply chain choices have become board decisions, often made with too little evidence.

Leaders are asked to show AI value, protect margins and harden supply chains at the same time, usually with conflicting advice from vendors and internal teams.

Symptom 01

AI ambition without a value case

Pilots multiply, but few are tied to cost, cash or revenue that the CFO can see in the numbers.

Symptom 02

Supply chain trade-offs made in silos

Cost, service and resilience are optimised by different teams, so the overall trade-off is never chosen explicitly.

Symptom 03

Technology spend that keeps growing

Overlapping platforms and stalled programs absorb budget without a clear line to business outcomes.

What we do

Four ways we help, delivered as one engagement or on their own.

01

AI strategy & agent portfolio

Decide where AI agents create value first, then build the portfolio, operating model and guardrails to scale them.

  • Value mapping of AI and agent opportunities across functions
  • A portfolio sequenced by value, feasibility and risk, with a funding plan
  • Governance: policies, controls, human approval points and accountability
02

Supply chain strategy

Make the cost, service and resilience trade-offs explicit, and choose deliberately.

  • Network, footprint and sourcing strategy, including dual-sourcing options
  • Planning model: S&OP and integrated business planning
  • Resilience: risk mapping, scenarios and response playbooks
03

Technology & investment strategy

Turn technology spend into a portfolio leaders can defend.

  • Platform strategy for PLM, ERP, planning and data: build, buy or partner
  • Application and spend rationalisation
  • Business cases with benefits owners the CFO signs off
04

Operating model & value delivery

Make sure the strategy survives contact with the organisation.

  • Target operating model, roles and decision rights
  • Transformation office and benefits tracking
  • Board and executive-committee reporting

How we engage

A clear path from first workshop to measured result.

  1. 1

    Frame

    Agree with the executive team the questions that matter and the metrics that will define success.

  2. 2

    Diagnose

    Build the fact base from your data, interviews and the realities of your operations.

  3. 3

    Decide

    Lay out the options and trade-offs, and make a clear recommendation the board can act on.

  4. 4

    Mobilise

    Set up the roadmap, governance and transformation office, with the option for our team to implement.

You get
  • Board-ready strategy and recommendation
  • Quantified value case
  • Phased investment roadmap
  • Governance and operating model

Platforms

The platforms behind this practice.

Vendor-neutral advice. We disclose the platforms we implement and the products we resell, and score every option against the same criteria.

AI and agent platforms

Assessed for fit, security, governance and total cost

ERP, PLM and planning suites

Evaluated against your target processes and roadmap

Data and analytics stack

The foundation every AI ambition depends on

Partner products

Prabandh and others, disclosed up front

Industries

Where this practice goes deepest.

All industries
Aerospace

Aerospace & Defence

Configuration management, as-designed to as-maintained traceability and AS9100 discipline.

Mobility

Automotive

APQP and PPAP workflows, variant BOMs and supplier change collaboration.

Manufacturing

Discrete Manufacturing

CAD-to-BOM, configuration, engineering change and MBOM to shop floor.

Manufacturing

Process Manufacturing

Recipes, batch genealogy, quality specs and plant-to-ERP integration.

Life sciences

Pharma

Formulation, specification and change control with GxP traceability.

Consumer

Retail

Private label development, assortment planning and supplier collaboration.

FAQ

Questions leaders ask us.

Who is this for?

CEOs, COOs, CFOs, CTOs, CIOs and chief supply chain officers at mid-to-large companies facing decisions on AI, supply chain or major technology investment.

How is advisory different from your implementation work?

Advisory answers what to do, why and in what order, backed by a value case. Implementation delivers it. You can engage us for either or both, with no obligation to use us for delivery.

How long does an engagement take?

Engagements are focused: a defined question, a small senior team and a clear decision at the end. We agree scope and timeline up front in the proposal.

Who does the work?

A senior partner leads every engagement personally, supported by specialists from our team in AI, supply chain and enterprise platforms.

Are you independent of technology vendors?

We implement some platforms and resell partner products, and we say so up front. Options are scored against criteria agreed with you, and you see the full analysis.

Start a conversation

Talk to a partner about Strategy & AI Advisory.

Share where you are today and a partner will come back with a working view of what to do first. No sales script.

Request a consultationAll services